4/30/2025 | Allworth Financial LP | 3,286 | $219K | 0.0% | -37.8% | 0.023% | |
4/30/2025 | Significant Wealth Partners LLC | 5,209 | $351K | 0.2% | +17.1% | 0.036% | |
4/29/2025 | Chilton Capital Management LLC | 41,027 | $2.77M | 0.1% | -11.0% | 0.281% | |
4/29/2025 | Concurrent Investment Advisors LLC | 28,424 | $1.92M | 0.0% | +0.8% | 0.195% | |
4/25/2025 | Essex Financial Services Inc. | 9,415 | $637K | 0.0% | -4.3% | 0.065% | |
4/17/2025 | 1900 Wealth Management LLC | 5,908 | $399K | 0.0% | +24.0% | 0.041% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,966 | $268K | 0.0% | +5.3% | 0.027% | |
4/14/2025 | Capital Investment Advisors LLC | 12,460 | $841K | 0.0% | -6.0% | 0.085% | |
4/10/2025 | Clare Market Investments LLC | 27,793 | $1.88M | 0.5% | +19.3% | 0.191% | |
4/7/2025 | GAMMA Investing LLC | 406 | $27K | 0.0% | +6,666.7% | 0.003% | |
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2/17/2025 | Two Sigma Investments LP | 13,817 | $895K | 0.0% | -53.8% | 0.095% | |
2/17/2025 | State of Wyoming | 7,216 | $468K | 0.1% | -13.2% | 0.049% | |
2/17/2025 | Lazard Asset Management LLC | 5,338 | $345K | 0.0% | +34.8% | 0.037% | |
2/17/2025 | Cetera Investment Advisers | 5,922 | $384K | 0.0% | +4.1% | 0.041% | |
2/17/2025 | BOKF NA | 6,500 | $419K | 0.0% | -35.0% | 0.045% | |
2/17/2025 | Bank of America Corp DE | 23,163 | $1.50M | 0.0% | -29.9% | 0.159% | |
2/17/2025 | Ameriprise Financial Inc. | 7,304 | $473K | 0.0% | -6.7% | 0.050% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 16,443 | $1.07M | 0.0% | -5.2% | 0.113% | |
2/14/2025 | Beacon Pointe Advisors LLC | 188,111 | $12.19M | 0.1% | +289.7% | 1.290% | |
2/14/2025 | Virtus ETF Advisers LLC | 2,923 | $189K | 0.1% | +14.0% | 0.020% | |
2/14/2025 | Capital Analysts LLC | 24,245 | $1.57M | 0.1% | +0.8% | 0.166% | |
2/14/2025 | Fayez Sarofim & Co | 255,636 | $16.57M | 0.0% | -7.3% | 1.753% | |
2/14/2025 | Stifel Financial Corp | 15,391 | $998K | 0.0% | +1.8% | 0.106% | |
2/13/2025 | Fairfield Bush & CO. | 4,403 | $285K | 0.2% | -17.0% | 0.030% | |
2/13/2025 | Mariner LLC | 3,261 | $211K | 0.0% | -6.0% | 0.022% | |
2/13/2025 | Raymond James Financial Inc. | 29,620 | $1.92M | 0.0% | N/A | 0.203% | |
2/13/2025 | Peapack Gladstone Financial Corp | 21,021 | $1.36M | 0.0% | -1.9% | 0.144% | |
2/13/2025 | Envestnet Asset Management Inc. | 6,696 | $434K | 0.0% | -21.6% | 0.046% | |
2/13/2025 | Rahlfs Capital LLC | 11,885 | $770K | 0.7% | N/A | 0.082% | |
2/13/2025 | Wells Fargo & Company MN | 20,904 | $1.36M | 0.0% | -42.9% | 0.143% | |
2/13/2025 | Islay Capital Management LLC | 4,000 | $259K | 0.2% | +14.3% | 0.027% | |
2/12/2025 | JPMorgan Chase & Co. | 744 | $48K | 0.0% | -27.6% | 0.005% | |
2/12/2025 | TrueMark Investments LLC | 88,303 | $5.72M | 1.8% | +547.0% | 0.606% | |
2/11/2025 | FineMark National Bank & Trust | 4,903 | $318K | 0.0% | N/A | 0.034% | |
2/11/2025 | LPL Financial LLC | 18,973 | $1.23M | 0.0% | -30.0% | 0.130% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 109,921 | $7.12M | 0.1% | +9.5% | 0.754% | |
2/10/2025 | Campbell Capital Management Inc. | 800 | $52K | 0.0% | N/A | 0.005% | |
2/10/2025 | Commonwealth Equity Services LLC | 24,038 | $1.56M | 0.0% | +2.2% | 0.165% | |
2/7/2025 | Moors & Cabot Inc. | 28,160 | $1.83M | 0.1% | +9.7% | 0.193% | |
2/7/2025 | King Luther Capital Management Corp | 143,555 | $9.30M | 0.0% | -4.4% | 0.985% | |
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2/7/2025 | Clare Market Investments LLC | 23,293 | $1.51M | 0.4% | N/A | 0.160% | |
2/7/2025 | PNC Financial Services Group Inc. | 3,324 | $215K | 0.0% | +153.0% | 0.023% | |
2/6/2025 | Raymond James Financial Inc. | 29,620 | $1.92M | 0.0% | N/A | 0.203% | |
2/6/2025 | Verdence Capital Advisors LLC | 10,500 | $681K | 0.1% | -4.5% | 0.072% | |
2/6/2025 | Exencial Wealth Advisors LLC | 10,357 | $671K | 0.0% | -13.7% | 0.071% | |
2/4/2025 | BankPlus Trust Department | 1,400 | $91K | 0.0% | N/A | 0.010% | |
2/4/2025 | Edge Capital Group LLC | 1,609 | $104K | 0.0% | -94.8% | 0.011% | |
2/3/2025 | Concurrent Investment Advisors LLC | 28,211 | $1.83M | 0.0% | +2.2% | 0.193% | |
1/31/2025 | Mraz Amerine & Associates Inc. | 24,708 | $1.60M | 0.3% | -3.7% | 0.169% | |
1/30/2025 | Blue Trust Inc. | 28,842 | $1.87M | 0.0% | +15.4% | 0.198% | |
1/27/2025 | Tyche Wealth Partners LLC | 4,758 | $308K | 0.1% | -6.4% | 0.033% | |
1/21/2025 | Geneos Wealth Management Inc. | 4,727 | $306K | 0.0% | +1,683.8% | 0.032% | |
1/17/2025 | Signature Resources Capital Management LLC | 600 | $39K | 0.0% | N/A | 0.000% | |
1/16/2025 | M.E. Allison & CO. Inc. | 3,999 | $259K | 0.3% | N/A | 0.027% | |
1/15/2025 | Howard Financial Services LTD. | 77,336 | $5.01M | 0.7% | +14.6% | 0.530% | |
1/14/2025 | Sendero Wealth Management LLC | 12,927 | $838K | 0.1% | N/A | 0.089% | |
12/26/2024 | JPMorgan Chase & Co. | 1,028 | $64K | 0.0% | +79.7% | 0.007% | |
11/26/2024 | Peapack Gladstone Financial Corp | 21,420 | $1.32M | 0.0% | -1.4% | 0.147% | |
11/18/2024 | Sunbelt Securities Inc. | 5,000 | $309K | 0.0% | +733.3% | 0.034% | |
11/15/2024 | State Street Corp | 6,505 | $402K | 0.0% | +3.8% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 15,122 | $934K | 0.0% | -3.2% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 6,334 | $391K | 0.0% | -7.0% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 3,729 | $230K | 0.0% | N/A | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 100,368 | $6.20M | 0.1% | +0.7% | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 25,659 | $1.59M | 0.1% | +6.9% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 28,519 | $1.76M | 0.0% | +12.1% | 0.000% | |
11/1/2024 | Verdence Capital Advisors LLC | 11,000 | $679K | 0.1% | -5.2% | 0.000% | |
11/1/2024 | Philip James Wealth Mangement LLC | 5,302 | $327K | 0.0% | N/A | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 27,614 | $1.70M | 0.1% | +491.9% | 0.189% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 25,658 | $1.58M | 0.3% | -1.2% | 0.000% | |
10/9/2024 | BWM Planning LLC | 21,552 | $1.33M | 0.6% | N/A | 0.148% | |
10/8/2024 | Howard Financial Services LTD. | 67,496 | $4.16M | 0.6% | +160.8% | 0.463% | |
10/2/2024 | American National Bank & Trust | 36,668 | $2.27M | 0.3% | +1.3% | 0.000% | |
8/12/2024 | Hsbc Holdings PLC | 5,000 | $323K | 0.0% | N/A | 0.034% | |
8/9/2024 | Moors & Cabot Inc. | 23,998 | $1.55M | 0.1% | +0.8% | 0.165% | |
8/1/2024 | Chilton Capital Management LLC | 45,856 | $2.96M | 0.1% | -4.2% | 0.315% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 25,958 | $1.68M | 0.3% | -2.2% | 0.178% | |
8/1/2024 | Fielder Capital Group LLC | 11,377 | $736K | 0.3% | -3.0% | 0.078% | |
7/31/2024 | Essex Financial Services Inc. | 9,923 | $642K | 0.0% | -17.0% | 0.068% | |
7/31/2024 | Commonwealth Equity Services LLC | 38,820 | $2.51M | 0.0% | +77.1% | 0.266% | |
7/31/2024 | Concurrent Investment Advisors LLC | 4,665 | $302K | 0.0% | N/A | 0.032% | |
7/29/2024 | TrueMark Investments LLC | 17,105 | $1.11M | 0.4% | N/A | 0.117% | |
7/24/2024 | Family Firm Inc. | 750 | $48K | 0.0% | N/A | 0.005% | |
7/19/2024 | Raymond James & Associates | 26,427 | $1.71M | 0.0% | +2.3% | 0.181% | |
7/17/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,437 | $92K | 0.0% | -76.5% | 0.010% | |
7/12/2024 | Capital Investment Advisors LLC | 13,360 | $862K | 0.0% | -3.2% | 0.092% | |
7/9/2024 | Olistico Wealth LLC | 427 | $28K | 0.0% | N/A | 0.003% | |
5/17/2024 | Creekmur Asset Management LLC | 889 | $56K | 0.0% | -59.1% | 0.006% | |
5/9/2024 | Koshinski Asset Management Inc. | 23,815 | $1.51M | 0.2% | -28.0% | 0.163% | |
5/7/2024 | Chilton Capital Management LLC | 47,862 | $3.03M | 0.1% | -3.8% | 0.328% | |
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5/7/2024 | Significant Wealth Partners LLC | 35,934 | $2.27M | 1.5% | -8.1% | 0.246% | |
5/4/2024 | Geneos Wealth Management Inc. | 515 | $33K | 0.0% | -68.1% | 0.004% | |
5/1/2024 | Blue Trust Inc. | 24,992 | $1.59M | 0.0% | +5.6% | 0.171% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 175,711 | $11.17M | 0.0% | N/A | 1.205% | |
4/30/2024 | Commonwealth Equity Services LLC | 21,918 | $1.39M | 0.0% | +5.0% | 0.150% | |
4/24/2024 | 1900 Wealth Management LLC | 4,765 | $303K | 0.0% | +26.6% | 0.033% | |
4/24/2024 | Essex Financial Services Inc. | 11,957 | $760K | 0.1% | -6.1% | 0.082% | |
4/16/2024 | Howard Financial Services LTD. | 25,745 | $1.63M | 0.3% | +0.7% | 0.177% | |
4/10/2024 | American National Bank | 36,185 | $2.30M | 0.3% | +0.6% | 0.248% | |
3/1/2024 | Creekmur Asset Management LLC | 2,173 | $147K | 0.0% | N/A | 0.015% | |