7/18/2025 | Naples Global Advisors LLC | 56,100 | $1.02M | 0.1% | +71.0% | 0.002% | |
7/18/2025 | Parsons Capital Management Inc. RI | 815,646 | $14.79M | 0.9% | +4.3% | 0.024% | |
7/18/2025 | Pure Financial Advisors LLC | 27,310 | $495K | 0.0% | +11.6% | 0.001% | |
7/18/2025 | Woodward Diversified Capital LLC | 13,993 | $254K | 0.1% | -32.2% | 0.000% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 14,965 | $271K | 0.1% | N/A | 0.000% | |
7/18/2025 | Madrona Financial Services LLC | 11,274 | $204K | 0.0% | -12.0% | 0.000% | |
7/18/2025 | SOA Wealth Advisors LLC. | 218,406 | $3.96M | 0.4% | -6.6% | 0.006% | |
7/18/2025 | Founders Capital Management | 5,272 | $96K | 0.1% | +25.8% | 0.000% | |
7/18/2025 | Chelsea Counsel Co. | 94,050 | $1.71M | 0.8% | +370.3% | 0.003% | |
7/18/2025 | PFG Investments LLC | 219,596 | $3.98M | 0.2% | -1.1% | 0.006% | |
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7/18/2025 | Consolidated Portfolio Review Corp | 35,915 | $651K | 0.1% | +4.5% | 0.001% | |
7/18/2025 | Truist Financial Corp | 789,108 | $14.31M | 0.0% | +0.1% | 0.023% | |
7/18/2025 | First United Bank & Trust | 38,431 | $697K | 0.2% | +2.4% | 0.001% | |
7/17/2025 | Chicago Capital LLC | 24,056 | $436K | 0.0% | +2.6% | 0.001% | |
7/17/2025 | Alliance Wealth Advisors LLC | 11,751 | $213K | 0.1% | -47.2% | 0.000% | |
7/17/2025 | Mattern Wealth Management LLC | 41,522 | $753K | 0.2% | -7.8% | 0.001% | |
7/17/2025 | XML Financial LLC | 39,543 | $717K | 0.1% | +5.3% | 0.001% | |
7/17/2025 | Capital Investment Advisors LLC | 306,152 | $5.55M | 0.1% | -1.3% | 0.009% | |
7/17/2025 | Centennial Wealth Advisory LLC | 10,874 | $197K | 0.1% | -7.6% | 0.000% | |
7/17/2025 | Asio Capital LLC | 32,000 | $580K | 0.1% | -12.3% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 144,466 | $2.62M | 0.0% | -22.2% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 694,053 | $12.58M | 0.0% | +11.2% | 0.020% | |
7/17/2025 | Venture Visionary Partners LLC | 146,807 | $2.66M | 0.1% | +1.3% | 0.004% | |
7/17/2025 | Nicholson Meyer Capital Management Inc. | 49,924 | $905K | 0.8% | -11.5% | 0.001% | |
7/17/2025 | Elser Financial Planning Inc | 11,596 | $204K | 0.0% | N/A | 0.000% | |
7/17/2025 | Oakworth Capital Inc. | 2,867 | $52K | 0.0% | N/A | 0.000% | |
7/17/2025 | Archford Capital Strategies LLC | 40,713 | $738K | 0.1% | +17.3% | 0.001% | |
7/17/2025 | Covenant Asset Management LLC | 33,233 | $603K | 0.1% | +4.8% | 0.001% | |
7/17/2025 | Enclave Advisors LLC | 259,268 | $4.70M | 0.8% | -10.1% | 0.008% | |
7/17/2025 | Sound Income Strategies LLC | 11,609 | $210K | 0.0% | -28.1% | 0.000% | |
7/17/2025 | Vermillion Wealth Management Inc. | 1,383 | $25K | 0.0% | -40.9% | 0.000% | |
7/17/2025 | Walker Asset Management LLC | 13,723 | $249K | 0.1% | +18.1% | 0.000% | |
7/17/2025 | City Holding Co. | 7,000 | $127K | 0.0% | +41.0% | 0.000% | |
7/17/2025 | Camelot Portfolios LLC | 31,209 | $566K | 0.3% | +4.9% | 0.001% | |
7/17/2025 | Wagner Wealth Management LLC | 26,477 | $480K | 0.1% | N/A | 0.001% | |
7/17/2025 | Tritonpoint Wealth LLC | 28,979 | $525K | 0.0% | -3.9% | 0.001% | |
7/17/2025 | Sonora Investment Management Group LLC | 71,851 | $1.30M | 0.1% | -25.0% | 0.002% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 417,575 | $7.57M | 0.0% | +25.5% | 0.012% | |
7/17/2025 | Guyasuta Investment Advisors Inc. | 13,127 | $238K | 0.0% | N/A | 0.000% | |
7/17/2025 | Stockman Wealth Management Inc. | 63,466 | $1.15M | 0.2% | +1.4% | 0.002% | |
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7/17/2025 | Avior Wealth Management LLC | 16,863 | $306K | 0.0% | -81.1% | 0.000% | |
7/17/2025 | Tiller Private Wealth Inc. | 29,611 | $537K | 0.2% | N/A | 0.001% | |
7/17/2025 | Michels Family Financial LLC | 24,206 | $439K | 0.4% | -6.7% | 0.001% | |
7/17/2025 | KG&L Capital Management LLC | 13,525 | $245K | 0.1% | -14.0% | 0.000% | |
7/16/2025 | Independent Wealth Network Inc. | 57,703 | $1.05M | 0.4% | +26.0% | 0.002% | |
7/16/2025 | ORG Wealth Partners LLC | 405,284 | $7.22M | 2.0% | -0.8% | 0.012% | |
7/16/2025 | Signaturefd LLC | 29,632 | $537K | 0.0% | +43.6% | 0.001% | |
7/16/2025 | Kirr Marbach & Co. LLC IN | 105,878 | $1.92M | 0.4% | -3.9% | 0.003% | |
7/16/2025 | Eagle Global Advisors LLC | 6,102,436 | $110.64M | 4.5% | -2.0% | 0.178% | |
7/16/2025 | True North Advisors LLC | 98,006 | $1.78M | 0.3% | -1.6% | 0.003% | |
7/16/2025 | Crowley Wealth Management Inc. | 2,400 | $44K | 0.0% | N/A | 0.000% | |
7/16/2025 | American National Bank & Trust | 9,192 | $167K | 0.0% | +1,203.8% | 0.000% | |
7/16/2025 | Brave Asset Management Inc. | 23,178 | $420K | 0.1% | -14.7% | 0.001% | |
7/16/2025 | Old North State Wealth Management LLC | 288,126 | $5.22M | 2.7% | +1.3% | 0.008% | |
7/16/2025 | Kingsman Wealth Management Inc. | 54,985 | $997K | 0.6% | -47.8% | 0.002% | |
7/16/2025 | Dakota Wealth Management | 11,475 | $208K | 0.0% | N/A | 0.000% | |
7/16/2025 | Perigon Wealth Management LLC | 38,941 | $706K | 0.0% | +6.9% | 0.001% | |
7/16/2025 | Magnus Financial Group LLC | 30,801 | $558K | 0.0% | +65.4% | 0.001% | |
7/15/2025 | Jeppson Wealth Management LLC | 18,930 | $343K | 0.1% | N/A | 0.001% | |
7/15/2025 | McAdam LLC | 78,459 | $1.42M | 0.1% | -1.7% | 0.002% | |
7/15/2025 | Xcel Wealth Management LLC | 18,150 | $329K | 0.1% | +30.6% | 0.001% | |
7/15/2025 | North Star Investment Management Corp. | 78,059 | $1.42M | 0.1% | +63.0% | 0.002% | |
7/15/2025 | Clarus Group Inc. | 134,140 | $2.43M | 0.9% | +1.3% | 0.004% | |
7/15/2025 | Retireful LLC | 42,002 | $761K | 0.5% | -34.2% | 0.001% | |
7/15/2025 | Mather Group LLC. | 11,367 | $206K | 0.0% | -28.9% | 0.000% | |
7/15/2025 | Evanson Asset Management LLC | 40,315 | $731K | 0.0% | N/A | 0.001% | |
7/15/2025 | Northside Capital Management LLC | 1,888,076 | $34.23M | 2.6% | N/A | 0.055% | |
7/15/2025 | Main Street Group LTD | 1,598 | $29K | 0.0% | -37.3% | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 129,708 | $2.35M | 0.0% | +1.0% | 0.004% | |
7/15/2025 | AM Investment Strategies LLC | 23,703 | $429K | 0.1% | +5,825.8% | 0.001% | |
7/15/2025 | MCF Advisors LLC | 9,195 | $167K | 0.0% | +7.2% | 0.000% | |
7/15/2025 | Tepp RIA LLC | 20,054 | $364K | 0.5% | +36.6% | 0.001% | |
7/15/2025 | Boyd Wealth Management LLC | 17,894 | $324K | 0.1% | +48.2% | 0.001% | |
7/15/2025 | Financial Partners Group Inc | 24,059 | $436K | 0.1% | -5.2% | 0.001% | |
7/14/2025 | E&G Advisors LP | 20,784 | $377K | 0.1% | -6.9% | 0.001% | |
7/14/2025 | Buska Wealth Management LLC | 12,432 | $225K | 0.1% | N/A | 0.000% | |
7/14/2025 | Armstrong Advisory Group Inc. | 4,521 | $82K | 0.0% | +140.5% | 0.000% | |
7/14/2025 | Chapin Davis Inc. | 98,039 | $1.78M | 0.5% | +1.0% | 0.003% | |
7/14/2025 | Clear Harbor Asset Management LLC | 42,759 | $775K | 0.1% | +52.6% | 0.001% | |
7/14/2025 | Westend Capital Management LLC | 778,455 | $14.11M | 4.3% | +2.6% | 0.023% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 1,257,807 | $22.80M | 0.7% | +8.6% | 0.037% | |
7/14/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 7,182,600 | $130.22M | 7.5% | -3.2% | 0.209% | |
7/14/2025 | Whitener Capital Management Inc. | 37,425 | $679K | 0.2% | +6.6% | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 27,222 | $494K | 0.0% | +57.1% | 0.001% | |
7/14/2025 | Sowell Financial Services LLC | 331,290 | $6.01M | 0.2% | -0.8% | 0.010% | |
7/11/2025 | Baugh & Associates LLC | 113,402 | $1.93M | 1.0% | -4.7% | 0.003% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 46,084 | $836K | 0.5% | +3.6% | 0.001% | |
7/11/2025 | Mallini Complete Financial Planning LLC | 35,211 | $638K | 0.6% | -3.1% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 76,601 | $1.39M | 0.0% | +68.3% | 0.002% | |
7/11/2025 | Rockwood Wealth Management LLC | 131,072 | $2.38M | 0.2% | -0.5% | 0.004% | |
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7/11/2025 | Miller Howard Investments Inc. NY | 5,214,638 | $94.54M | 3.0% | +3.6% | 0.152% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 9,316,979 | $168.92M | 0.0% | N/A | 0.271% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 5,022 | $93K | 0.0% | N/A | 0.000% | |
7/10/2025 | Legacy Financial Strategies LLC | 21,555 | $391K | 0.1% | +5.7% | 0.001% | |
7/10/2025 | Ryan Investment Management Inc. | 1,724 | $31K | 0.0% | N/A | 0.000% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 34,159 | $619K | 0.1% | -2.8% | 0.001% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 23,000 | $417K | 0.1% | -3.2% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 1,522,647 | $27.61M | 0.3% | -1.8% | 0.044% | |
7/10/2025 | Fulton Bank N.A. | 28,972 | $525K | 0.0% | -9.9% | 0.001% | |
7/10/2025 | Community Trust & Investment Co. | 10,879 | $197K | 0.0% | +8.0% | 0.000% | |