7/24/2025 | Callan Family Office LLC | 22,642 | $325K | 0.0% | N/A | 0.004% | |
7/24/2025 | Blair William & Co. IL | 51,674 | $741K | 0.0% | +14.4% | 0.010% | |
7/23/2025 | Tectonic Advisors LLC | 767,005 | $11.00M | 0.6% | +14.5% | 0.150% | |
7/23/2025 | WESPAC Advisors LLC | 113,657 | $1.63M | 1.1% | +1.3% | 0.022% | |
7/23/2025 | Winthrop Advisory Group LLC | 53,814 | $792K | 0.1% | -5.9% | 0.011% | |
7/23/2025 | Venturi Wealth Management LLC | 24,600 | $353K | 0.0% | +141.2% | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 121,559 | $1.74M | 0.1% | -84.5% | 0.024% | |
7/23/2025 | Joel Isaacson & Co. LLC | 19,789 | $284K | 0.0% | +19.3% | 0.004% | |
7/23/2025 | SteelPeak Wealth LLC | 52,525 | $773K | 0.0% | +17.3% | 0.010% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 20,938 | $300K | 0.0% | -15.4% | 0.004% | |
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7/22/2025 | MAS Advisors LLC | 28,173 | $404K | 0.7% | +4.1% | 0.006% | |
7/22/2025 | Valeo Financial Advisors LLC | 34,733 | $498K | 0.0% | -48.0% | 0.007% | |
7/22/2025 | MBL Wealth LLC | 12,000 | $172K | 0.0% | -33.3% | 0.002% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 26,837 | $385K | 0.0% | +41.9% | 0.005% | |
7/21/2025 | Ameriflex Group Inc. | 15,686 | $229K | 0.1% | -83.4% | 0.003% | |
7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 131,627 | $1.89M | 0.2% | +2.1% | 0.026% | |
7/18/2025 | Truist Financial Corp | 76,889 | $1.10M | 0.0% | +4.2% | 0.015% | |
7/18/2025 | Union Bancaire Privee UBP SA | 67,828 | $973K | 0.0% | +5.1% | 0.013% | |
7/17/2025 | HB Wealth Management LLC | 738,059 | $10.58M | 0.1% | -34.8% | 0.144% | |
7/17/2025 | Kavar Capital Partners Group LLC | 16,465 | $236K | 0.0% | N/A | 0.003% | |
7/17/2025 | Janney Montgomery Scott LLC | 2,138,636 | $30.67M | 0.1% | +13.3% | 0.418% | |
7/17/2025 | Sound Income Strategies LLC | 3,294,183 | $47.24M | 2.7% | +4.5% | 0.645% | |
7/17/2025 | Sterneck Capital Management LLC | 21,221 | $304K | 0.2% | +36.4% | 0.004% | |
7/16/2025 | Prairiewood Capital LLC | 321,368 | $4.61M | 1.7% | +14.9% | 0.063% | |
7/16/2025 | Signaturefd LLC | 20,877 | $299K | 0.0% | -7.6% | 0.004% | |
7/16/2025 | Eagle Global Advisors LLC | 61,230 | $878K | 0.0% | +82.0% | 0.012% | |
7/16/2025 | NovaPoint Capital LLC | 28,003 | $402K | 0.1% | -3.4% | 0.005% | |
7/16/2025 | Perigon Wealth Management LLC | 29,160 | $418K | 0.0% | -4.2% | 0.006% | |
7/15/2025 | Graypoint LLC | 590,048 | $8.46M | 0.5% | +49.4% | 0.115% | |
7/15/2025 | Accurate Wealth Management LLC | 24,766 | $362K | 0.1% | -3.7% | 0.005% | |
7/15/2025 | Family Wealth Partners LLC | 35,949 | $516K | 0.2% | +85.1% | 0.007% | |
7/14/2025 | Gries Financial LLC | 80,778 | $1.16M | 0.2% | -6.7% | 0.016% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 100,393 | $1.44M | 0.0% | +3.5% | 0.020% | |
7/14/2025 | Border to Coast Pensions Partnership Ltd | 1,300,000 | $18.64M | 0.3% | +4.0% | 0.254% | |
7/11/2025 | Farther Finance Advisors LLC | 12,579 | $180K | 0.0% | -9.2% | 0.002% | |
7/11/2025 | SeaCrest Wealth Management LLC | 91,815 | $1.32M | 0.1% | -25.8% | 0.018% | |
7/11/2025 | Mandatum Life Insurance Co Ltd | 35,861 | $514K | 0.1% | -23.6% | 0.007% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 52,098,372 | $734.62M | 0.1% | N/A | 10.194% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 68,289 | $979K | 0.1% | +9.7% | 0.013% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 62,181 | $910K | 0.0% | +17.4% | 0.012% | |
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7/9/2025 | Channel Wealth LLC | 36,965 | $530K | 0.1% | -15.2% | 0.007% | |
7/9/2025 | Pallas Capital Advisors LLC | 34,566 | $496K | 0.0% | +3.3% | 0.007% | |
7/9/2025 | Mirador Capital Partners LP | 32,673 | $469K | 0.1% | +5.3% | 0.006% | |
7/9/2025 | Epiq Partners LLC | 486,784 | $6.98M | 3.6% | +7.4% | 0.095% | |
7/9/2025 | Triumph Capital Management | 68,723 | $985K | 0.3% | +3.1% | 0.013% | |
7/8/2025 | Adams Asset Advisors LLC | 100,430 | $1.44M | 0.2% | +44.4% | 0.020% | |
7/8/2025 | Parallel Advisors LLC | 14,250 | $204K | 0.0% | -6.6% | 0.003% | |
7/3/2025 | Trinity Financial Advisors LLC | 1,150,853 | $16.93M | 5.2% | +2.3% | 0.225% | |
7/2/2025 | Hamilton Lane Advisors LLC | 3,406,230 | $48.85M | 36.1% | N/A | 0.667% | |
7/1/2025 | Confluence Investment Management LLC | 311,648 | $4.47M | 0.1% | +2.2% | 0.061% | |
5/28/2025 | Strs Ohio | 1,967,786 | $28.85M | 0.1% | N/A | 0.385% | |
5/21/2025 | MBL Wealth LLC | 18,000 | $264K | 0.0% | -10.0% | 0.004% | |
5/19/2025 | Jane Street Group LLC | 179,700 | $2.63M | 0.0% | -68.7% | 0.035% | |
5/19/2025 | Trinity Financial Advisors LLC | 1,125,476 | $16.61M | 6.0% | +19.1% | 0.220% | |
5/19/2025 | Bayforest Capital Ltd | 4,999 | $73K | 0.0% | N/A | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 687,962 | $10.34M | 0.1% | N/A | 0.135% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 452,976 | $6.64M | 0.0% | N/A | 0.089% | |
5/19/2025 | DCM Advisors LLC | 25,289 | $367K | 0.2% | +7.9% | 0.005% | |
5/19/2025 | Palogic Value Management L.P. | 138,562 | $2.03M | 0.9% | +17.9% | 0.027% | |
5/16/2025 | Northeast Financial Consultants Inc | 531,574 | $7.79M | 0.3% | +359.8% | 0.104% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 10,500 | $154K | 0.2% | N/A | 0.002% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,924,363 | $28.21M | 0.0% | +25.0% | 0.377% | |
5/16/2025 | NewEdge Advisors LLC | 292,840 | $4.29M | 0.0% | +8.0% | 0.057% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,069 | $631K | 0.0% | +217.9% | 0.008% | |
5/16/2025 | AQR Capital Management LLC | 18,357 | $269K | 0.0% | -23.7% | 0.004% | |
5/16/2025 | Advisors Asset Management Inc. | 430,023 | $6.30M | 0.1% | +6.6% | 0.084% | |
5/16/2025 | Ancora Advisors LLC | 255,854 | $3.75M | 0.1% | +942.1% | 0.050% | |
5/15/2025 | Ares Management LLC | 2,336,822 | $34.26M | 2.1% | +3.1% | 0.457% | |
5/15/2025 | EP Wealth Advisors LLC | 282,081 | $4.14M | 0.0% | N/A | 0.055% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,425 | $285K | 0.0% | N/A | 0.004% | |
5/15/2025 | Ameriflex Group Inc. | 94,495 | $1.39M | 0.6% | +164.2% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 7,608,871 | $111.55M | 0.0% | +3.0% | 1.489% | |
5/15/2025 | MAI Capital Management | 781,041 | $11.45M | 0.1% | -1.0% | 0.153% | |
5/15/2025 | Baird Financial Group Inc. | 11,459 | $168K | 0.0% | -21.3% | 0.002% | |
5/15/2025 | Palogic Value Management L.P. | 138,562 | $2.03M | 0.9% | +17.9% | 0.027% | |
5/15/2025 | Magnetar Financial LLC | 50,938 | $747K | 0.0% | N/A | 0.010% | |
5/15/2025 | Trexquant Investment LP | 91,341 | $1.34M | 0.0% | N/A | 0.018% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 23,988 | $352K | 0.0% | N/A | 0.005% | |
5/15/2025 | Monterey Private Wealth Inc. | 10,344 | $152K | 0.0% | N/A | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 134,055 | $1.97M | 0.4% | +46.0% | 0.026% | |
5/15/2025 | Callodine Capital Management LP | 325,000 | $4.76M | 0.8% | N/A | 0.064% | |
5/14/2025 | Truvestments Capital LLC | 300,345 | $4.40M | 1.0% | +46.4% | 0.059% | |
5/14/2025 | Wealth Preservation Advisors LLC | 197,035 | $2.89M | 2.1% | N/A | 0.039% | |
5/14/2025 | Samalin Investment Counsel LLC | 77,685 | $1.14M | 0.5% | +1.5% | 0.015% | |
5/14/2025 | Gabelli Funds LLC | 28,406 | $416K | 0.0% | -5.0% | 0.006% | |
5/14/2025 | FORA Capital LLC | 34,887 | $511K | 0.1% | +236.2% | 0.007% | |
5/14/2025 | Comerica Bank | 60,153 | $882K | 0.0% | -11.7% | 0.012% | |
5/14/2025 | Apexium Financial LP | 17,500 | $263K | 0.0% | N/A | 0.003% | |
5/14/2025 | SVB Wealth LLC | 1,935 | $28K | 0.0% | N/A | 0.000% | |
5/14/2025 | MAS Advisors LLC | 27,063 | $397K | 0.6% | +38.0% | 0.005% | |
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5/14/2025 | Ameriprise Financial Inc. | 5,190,522 | $76.08M | 0.0% | +8.4% | 1.016% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 19,910 | $292K | 0.0% | +24.4% | 0.004% | |
5/14/2025 | Capital Fund Management S.A. | 225,186 | $3.30M | 0.0% | -2.8% | 0.044% | |
5/14/2025 | Tradition Wealth Management LLC | 201,689 | $2.96M | 0.3% | +1.9% | 0.039% | |
5/14/2025 | Credit Agricole S A | 151,653 | $2.22M | 0.0% | +102.8% | 0.030% | |
5/14/2025 | Texas Capital Bancshares Inc TX | 66,679 | $978K | 0.4% | N/A | 0.013% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 282,901 | $4.15M | 0.4% | +14.4% | 0.055% | |
5/13/2025 | Northern Trust Corp | 753,720 | $11.05M | 0.0% | +419.1% | 0.147% | |
5/13/2025 | Corient IA LLC | 10,000 | $147K | 0.1% | N/A | 0.002% | |
5/13/2025 | Ethos Financial Group LLC | 42,088 | $618K | 0.1% | +6,181.8% | 0.008% | |