7/11/2025 | Farther Finance Advisors LLC | 6,715 | $346K | 0.0% | +8.1% | 0.001% | |
7/11/2025 | Silver Oak Securities Incorporated | 8,268 | $426K | 0.0% | -3.4% | 0.001% | |
7/11/2025 | Miller Howard Investments Inc. NY | 2,240,136 | $115.39M | 3.7% | -3.4% | 0.219% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 15,082,390 | $776.89M | 0.1% | N/A | 1.478% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 4,849 | $250K | 0.0% | +21.1% | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 402,659 | $20.74M | 0.3% | -2.8% | 0.039% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 120,832 | $6.17M | 0.0% | +10.9% | 0.012% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 5,773 | $297K | 0.1% | -10.6% | 0.001% | |
7/10/2025 | Focus Financial Network Inc. | 7,951 | $410K | 0.0% | +38.3% | 0.001% | |
7/10/2025 | Chickasaw Capital Management LLC | 5,491,608 | $282.87M | 11.2% | +0.1% | 0.538% | |
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7/9/2025 | Gilman Hill Asset Management LLC | 125,600 | $6.47M | 1.1% | +2.4% | 0.012% | |
7/9/2025 | Silverberg Bernstein Capital Management LLC | 7,376 | $380K | 0.3% | +8.3% | 0.001% | |
7/8/2025 | Northstar Advisory Group LLC | 9,000 | $464K | 0.2% | N/A | 0.001% | |
7/8/2025 | Atwood & Palmer Inc. | 5,844 | $301K | 0.0% | N/A | 0.001% | |
7/8/2025 | Adams Asset Advisors LLC | 209,589 | $10.80M | 1.5% | +7.1% | 0.021% | |
7/8/2025 | Parallel Advisors LLC | 5,492 | $283K | 0.0% | -30.9% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 12,230 | $630K | 0.0% | +38.7% | 0.001% | |
7/7/2025 | Somerset Trust Co | 5,120 | $264K | 0.1% | N/A | 0.001% | |
7/7/2025 | Walnut Private Equity Partners LLC | 242,300 | $12.48M | 7.3% | +14.8% | 0.024% | |
7/2/2025 | Howard Financial Services LTD. | 33,676 | $1.74M | 0.2% | +3.7% | 0.003% | |
7/2/2025 | Doliver Advisors LP | 41,573 | $2.14M | 0.6% | -6.3% | 0.004% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 2,434 | $125K | 0.0% | +11.7% | 0.000% | |
6/10/2025 | Militia Capital Partners LP | 3,000 | $161K | 0.1% | N/A | 0.000% | |
6/10/2025 | BROOKFIELD Corp ON | 3,866,545 | $206.94M | 1.2% | -8.4% | 0.379% | |
6/6/2025 | Militia Capital Partners LP | 3,000 | $161K | 0.1% | N/A | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 146,047 | $7.82M | 0.1% | -2.4% | 0.014% | |
5/22/2025 | Chelsea Counsel Co. | 25,000 | $1.34M | 0.7% | +66.7% | 0.002% | |
5/21/2025 | Acadian Asset Management LLC | 156,245 | $8.36M | 0.0% | -14.6% | 0.015% | |
5/20/2025 | Belpointe Asset Management LLC | 18,693 | $1M | 0.1% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 7,910 | $423K | 0.0% | -2.8% | 0.001% | |
5/20/2025 | Integrity Alliance LLC. | 13,299 | $712K | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 4,000 | $214K | 0.0% | N/A | 0.000% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 42,400 | $2.27M | 0.0% | N/A | 0.004% | |
5/16/2025 | Goldman Sachs Group Inc. | 13,649,224 | $730.51M | 0.1% | +0.6% | 1.337% | |
5/16/2025 | NewEdge Advisors LLC | 24,049 | $1.29M | 0.0% | +4.1% | 0.002% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,955,456 | $372.26M | 0.8% | +0.7% | 0.680% | |
5/16/2025 | Integrated Wealth Concepts LLC | 16,742 | $896K | 0.0% | +9.1% | 0.002% | |
5/16/2025 | Greenline Partners LLC | 10,114 | $541K | 0.1% | +59.3% | 0.001% | |
5/16/2025 | Corigliano Investment Advisers LLC | 28,000 | $1.50M | 0.7% | N/A | 0.003% | |
5/16/2025 | Curi RMB Capital LLC | 7,745 | $415K | 0.0% | -69.5% | 0.001% | |
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5/16/2025 | Advisors Asset Management Inc. | 111,882 | $5.99M | 0.1% | +27.9% | 0.011% | |
5/16/2025 | Ancora Advisors LLC | 2,977 | $159K | 0.0% | -25.1% | 0.000% | |
5/15/2025 | Brave Warrior Advisors LLC | 4,364,086 | $233.57M | 5.3% | -1.2% | 0.427% | |
5/15/2025 | Royal Bank of Canada | 781,429 | $41.82M | 0.0% | -11.6% | 0.076% | |
5/15/2025 | Energy Income Partners LLC | 5,304,863 | $283.92M | 5.4% | -6.4% | 0.519% | |
5/15/2025 | MAI Capital Management | 57,646 | $3.09M | 0.0% | +5.1% | 0.006% | |
5/15/2025 | DRW Securities LLC | 4,313 | $231K | 0.0% | N/A | 0.000% | |
5/15/2025 | Evergreen Capital Management LLC | 195,263 | $10.45M | 0.4% | -9.6% | 0.019% | |
5/15/2025 | State of Wyoming | 9,771 | $523K | 0.1% | +42.4% | 0.001% | |
5/15/2025 | BNP Paribas Financial Markets | 1,196,115 | $64.02M | 0.0% | -8.3% | 0.117% | |
5/14/2025 | Wealth Preservation Advisors LLC | 823 | $44K | 0.0% | N/A | 0.000% | |
5/14/2025 | Delta Investment Management LLC | 20,287 | $1.09M | 0.2% | N/A | 0.002% | |
5/14/2025 | Entrewealth LLC | 4,756 | $255K | 0.2% | N/A | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 53,839 | $2.88M | 1.2% | -3.6% | 0.005% | |
5/14/2025 | Epoch Investment Partners Inc. | 1,204,248 | $64.45M | 0.3% | -12.6% | 0.118% | |
5/14/2025 | Jump Financial LLC | 118,600 | $6.35M | 0.1% | +349.2% | 0.012% | |
5/14/2025 | SVB Wealth LLC | 1,803 | $96K | 0.0% | N/A | 0.000% | |
5/14/2025 | Bahl & Gaynor Inc. | 41,725 | $2.23M | 0.0% | +3.1% | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,892 | $744K | 0.0% | +5.7% | 0.001% | |
5/14/2025 | Kestra Advisory Services LLC | 104,362 | $5.59M | 0.0% | +10.4% | 0.010% | |
5/14/2025 | MAS Advisors LLC | 7,691 | $412K | 0.6% | +19.3% | 0.001% | |
5/14/2025 | Tortoise Capital Advisors L.L.C. | 13,724,145 | $734.52M | 8.9% | -3.5% | 1.342% | |
5/14/2025 | CW Advisors LLC | 11,642 | $624K | 0.0% | N/A | 0.001% | |
5/14/2025 | Lee Financial Co | 7,372 | $395K | 0.1% | -57.0% | 0.001% | |
5/13/2025 | Northern Trust Corp | 316,111 | $16.92M | 0.0% | +768.0% | 0.031% | |
5/13/2025 | Brooklyn Investment Group | 1,444 | $77K | 0.0% | N/A | 0.000% | |
5/13/2025 | Penn Mutual Asset Management | 13,970 | $748K | 1.4% | -30.0% | 0.001% | |
5/13/2025 | Cascade Financial Partners LLC | 10,026 | $537K | 0.1% | +4.1% | 0.001% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 66,265 | $3.55M | 0.0% | +23.1% | 0.006% | |
5/13/2025 | Raymond James Financial Inc. | 878,606 | $47.02M | 0.0% | +0.3% | 0.086% | |
5/13/2025 | Pinnacle Holdings LLC | 80,530 | $4.31M | 1.6% | -0.4% | 0.008% | |
5/13/2025 | Cresset Asset Management LLC | 29,267 | $1.57M | 0.0% | -49.3% | 0.003% | |
5/13/2025 | RR Advisors LLC | 512,000 | $27.42M | 6.5% | -3.4% | 0.050% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 76,535 | $4.10M | 0.0% | -24.9% | 0.007% | |
5/13/2025 | Neuberger Berman Group LLC | 996,777 | $53.35M | 0.0% | +54.8% | 0.097% | |
5/13/2025 | HighTower Advisors LLC | 614,791 | $32.90M | 0.0% | +3.6% | 0.060% | |
5/12/2025 | Eagle Global Advisors LLC | 1,896,430 | $101.50M | 4.2% | +2.1% | 0.185% | |
5/12/2025 | Barnett & Company Inc. | 40,087 | $2.15M | 1.8% | -7.2% | 0.004% | |
5/12/2025 | Nuveen LLC | 229,419 | $12.28M | 0.0% | N/A | 0.022% | |
5/12/2025 | Virtu Financial LLC | 21,544 | $1.15M | 0.1% | -1.5% | 0.002% | |
5/12/2025 | Blueprint Investment Partners LLC | 171,274 | $9.17M | 1.7% | +6.1% | 0.017% | |
5/12/2025 | Invesco Ltd. | 20,052,988 | $1.07B | 0.2% | -4.3% | 1.961% | |
5/12/2025 | Mizuho Markets Americas LLC | 47,968 | $2.57M | 0.1% | +108.7% | 0.005% | |
5/12/2025 | True North Advisors LLC | 9,013 | $482K | 0.1% | N/A | 0.001% | |
5/12/2025 | JPMorgan Chase & Co. | 5,045,968 | $270.06M | 0.0% | +14.9% | 0.493% | |
5/12/2025 | Townsquare Capital LLC | 7,751 | $415K | 0.0% | +11.4% | 0.001% | |
5/12/2025 | NBW Capital LLC | 258,434 | $13.83M | 3.1% | -1.8% | 0.025% | |
5/12/2025 | Citigroup Inc. | 542,089 | $29.01M | 0.0% | +17.4% | 0.053% | |
5/12/2025 | Wambolt & Associates LLC | 3,787 | $203K | 0.1% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 1,570,074 | $84.03M | 7.1% | +0.0% | 0.154% | |
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5/12/2025 | Fayez Sarofim & Co | 42,775 | $2.29M | 0.0% | +105.5% | 0.004% | |
5/12/2025 | Maryland State Retirement & Pension System | 319,121 | $17.08M | 0.4% | +2.6% | 0.031% | |
5/9/2025 | Deutsche Bank AG | 880,180 | $47.11M | 0.0% | -3.5% | 0.086% | |
5/9/2025 | Chicago Partners Investment Group LLC | 471,522 | $23.22M | 0.8% | -3.0% | 0.046% | |
5/9/2025 | Goldman Sachs Group Inc. | 13,649,224 | $730.51M | 0.1% | +0.6% | 1.335% | |
5/9/2025 | Westwood Holdings Group Inc. | 2,172,820 | $116.29M | 0.9% | -4.7% | 0.212% | |
5/9/2025 | Reaves W H & Co. Inc. | 110,000 | $5.89M | 0.1% | +340.0% | 0.011% | |
5/9/2025 | Atria Wealth Solutions Inc. | 58,077 | $3.11M | 0.0% | +1.1% | 0.006% | |
5/9/2025 | Thoroughbred Financial Services LLC | 4,174 | $223K | 0.0% | N/A | 0.000% | |
5/9/2025 | Plan Group Financial LLC | 10,240 | $548K | 0.2% | N/A | 0.001% | |