7/18/2025 | Community Bank & Trust Waco Texas | 6,181 | $1.07M | 0.2% | +4.2% | 0.000% | |
7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 33,162 | $5.71M | 0.5% | +0.5% | 0.002% | |
7/18/2025 | Truist Financial Corp | 8,643 | $1.49M | 0.0% | -1.6% | 0.001% | |
7/17/2025 | Greenleaf Trust | 7,259 | $1.25M | 0.0% | -5.0% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 2,487 | $428K | 0.0% | +18.0% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 7,327 | $1.26M | 0.0% | -1.3% | 0.001% | |
7/17/2025 | Campion Asset Management | 2,337 | $403K | 0.3% | -4.2% | 0.000% | |
7/17/2025 | Oakworth Capital Inc. | 167 | $29K | 0.0% | -33.2% | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 958 | $165K | 0.0% | +1,308.8% | 0.000% | |
7/17/2025 | Capital Insight Partners LLC | 12,161 | $2.10M | 0.4% | -9.2% | 0.001% | |
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7/17/2025 | Sage Rhino Capital LLC | 3,847 | $663K | 0.1% | -8.0% | 0.000% | |
7/16/2025 | Kiley Juergens Wealth Management LLC | 11,203 | $1.93M | 0.4% | N/A | 0.001% | |
7/16/2025 | Spirepoint Private Client LLC | 5,015 | $864K | 0.1% | N/A | 0.000% | |
7/16/2025 | Signaturefd LLC | 19,862 | $3.42M | 0.1% | -9.1% | 0.001% | |
7/16/2025 | Meridian Investment Counsel Inc. | 5,888 | $1.01M | 0.3% | -1.2% | 0.000% | |
7/16/2025 | Kathmere Capital Management LLC | 1,641 | $283K | 0.0% | +4.2% | 0.000% | |
7/16/2025 | True North Advisors LLC | 8,598 | $1.48M | 0.3% | +65.4% | 0.001% | |
7/16/2025 | Five Oceans Advisors | 3,670 | $632K | 0.3% | -30.9% | 0.000% | |
7/16/2025 | Traveka Wealth LLC | 1,793 | $309K | 0.2% | -10.8% | 0.000% | |
7/16/2025 | Perigon Wealth Management LLC | 1,174 | $202K | 0.0% | -7.3% | 0.000% | |
7/15/2025 | TD Private Client Wealth LLC | 2,578 | $444K | 0.0% | +2.8% | 0.000% | |
7/15/2025 | Financial Management Professionals Inc. | 379 | $65K | 0.0% | +20.3% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 9,748 | $1.68M | 0.0% | -7.6% | 0.001% | |
7/15/2025 | Bank of Stockton | 3,624 | $624K | 0.2% | +20.4% | 0.000% | |
7/15/2025 | Cardinal Capital Management | 23,755 | $4.09M | 0.6% | +2.7% | 0.002% | |
7/14/2025 | GAMMA Investing LLC | 2,404 | $414K | 0.0% | -13.6% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 1,492 | $257K | 0.0% | +16.0% | 0.000% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 5,867 | $1.01M | 0.4% | +3.4% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 1,806 | $311K | 0.0% | +63.0% | 0.000% | |
7/11/2025 | Harbour Capital Advisors LLC | 2,321 | $399K | 0.1% | -2.7% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 745 | $128K | 0.0% | -7.9% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,310 | $1.10M | 0.0% | +7.9% | 0.000% | |
7/9/2025 | Sivia Capital Partners LLC | 2,344 | $404K | 0.1% | -8.9% | 0.000% | |
7/9/2025 | Aaron Wealth Advisors LLC | 8,102 | $1.40M | 0.1% | +2.1% | 0.001% | |
7/9/2025 | Byrne Asset Management LLC | 465 | $80K | 0.1% | -20.5% | 0.000% | |
7/8/2025 | Gradient Investments LLC | 3,440 | $593K | 0.0% | +25.2% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 4,144 | $714K | 0.0% | -22.1% | 0.000% | |
7/7/2025 | Salem Investment Counselors Inc. | 4,662 | $803K | 0.0% | -14.8% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 2,329 | $401K | 0.0% | +16.7% | 0.000% | |
6/3/2025 | Invst LLC | 6,054 | $1.07M | 0.1% | -7.0% | 0.000% | |
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5/29/2025 | Rhumbline Advisers | 14,443 | $2.55M | 0.0% | -9.3% | 0.001% | |
5/28/2025 | Ellsworth Advisors LLC | 9,859 | $1.74M | 0.5% | +3.2% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,111 | $196K | 0.0% | +55.4% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 5,572 | $984K | 0.0% | -11.3% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 1,288 | $227K | 0.0% | N/A | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 8,717 | $1.54M | 0.6% | +4.2% | 0.001% | |
5/16/2025 | Ascent Group LLC | 1,417 | $250K | 0.0% | N/A | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,124,364 | $198.48M | 0.0% | +7.8% | 0.083% | |
5/16/2025 | Jones Financial Companies Lllp | 878 | $155K | 0.0% | -79.9% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 9,116 | $1.61M | 0.0% | +5.7% | 0.001% | |
5/16/2025 | Clark Capital Management Group Inc. | 224,583 | $39.65M | 0.3% | +61.9% | 0.017% | |
5/16/2025 | Curi RMB Capital LLC | 27,777 | $4.90M | 0.1% | N/A | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 11,512 | $2.03M | 0.0% | +57.9% | 0.001% | |
5/16/2025 | Advisors Asset Management Inc. | 1,402 | $247K | 0.0% | -19.7% | 0.000% | |
5/16/2025 | Aprio Wealth Management LLC | 2,543 | $449K | 0.1% | +80.2% | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 9,699 | $1.71M | 0.0% | +5.4% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 2,385 | $421K | 0.0% | -7.8% | 0.000% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 1,278 | $226K | 0.0% | N/A | 0.000% | |
5/15/2025 | Flputnam Investment Management Co. | 2,222 | $392K | 0.0% | +72.0% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 111,077 | $19.61M | 0.0% | +4.1% | 0.008% | |
5/15/2025 | MAI Capital Management | 1,762 | $311K | 0.0% | +8.4% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 1,273 | $225K | 0.0% | -16.5% | 0.000% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,308 | $231K | 0.0% | +11.0% | 0.000% | |
5/15/2025 | OLD Mission Capital LLC | 14,493 | $2.56M | 0.0% | -67.6% | 0.001% | |
5/15/2025 | Vident Advisory LLC | 28,897 | $5.10M | 0.1% | +25.6% | 0.002% | |
5/14/2025 | Transamerica Financial Advisors LLC | 533 | $94K | 0.0% | +57.2% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 8,838 | $1.56M | 0.0% | +6.4% | 0.001% | |
5/14/2025 | Gabelli Funds LLC | 11,655 | $2.06M | 0.0% | +3.7% | 0.001% | |
5/14/2025 | PKS Advisory Services LLC | 1,790 | $316K | 0.1% | +8.8% | 0.000% | |
5/14/2025 | ICONIQ Capital LLC | 4,279 | $755K | 0.0% | -5.9% | 0.000% | |
5/14/2025 | Smartleaf Asset Management LLC | 4,800 | $860K | 0.1% | +10.0% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,557 | $1.51M | 0.0% | -16.4% | 0.001% | |
5/14/2025 | Kestra Advisory Services LLC | 7,607 | $1.34M | 0.0% | -0.8% | 0.001% | |
5/14/2025 | Compound Planning Inc. | 11,304 | $2.00M | 0.1% | +39.1% | 0.001% | |
5/14/2025 | Summit Financial LLC | 1,187 | $210K | 0.0% | N/A | 0.000% | |
5/14/2025 | Martin Investment Management LLC | 123,804 | $21.86M | 5.5% | +2.6% | 0.009% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 6,636 | $1.17M | 0.1% | +0.9% | 0.000% | |
5/14/2025 | Capital Analysts LLC | 2,227 | $393K | 0.0% | +3.2% | 0.000% | |
5/14/2025 | Legacy Financial Advisors Inc. | 4,724 | $834K | 0.1% | -8.4% | 0.000% | |
5/14/2025 | SRB Corp | 298,992 | $52.78M | 3.4% | -25.0% | 0.022% | |
5/14/2025 | HITE Hedge Asset Management LLC | 176,851 | $31.22M | 1.9% | +15.8% | 0.013% | |
5/13/2025 | Northern Trust Corp | 996,111 | $175.84M | 0.0% | +3.6% | 0.074% | |
5/13/2025 | Brooklyn Investment Group | 3,324 | $587K | 0.1% | +752.3% | 0.000% | |
5/13/2025 | Seven Mile Advisory | 1,721 | $304K | 0.2% | +5.6% | 0.000% | |
5/13/2025 | Corient IA LLC | 3,000 | $530K | 0.4% | N/A | 0.000% | |
5/13/2025 | American Century Companies Inc. | 255,305 | $45.07M | 0.0% | +8.7% | 0.019% | |
5/13/2025 | EverSource Wealth Advisors LLC | 2,532 | $447K | 0.0% | +53.1% | 0.000% | |
5/13/2025 | Fox Run Management L.L.C. | 1,270 | $224K | 0.0% | N/A | 0.000% | |
5/13/2025 | Inspire Trust Co. N.A. | 25,000 | $4.41M | 1.0% | +25.0% | 0.002% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,346 | $238K | 0.0% | +8.3% | 0.000% | |
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5/13/2025 | Caitong International Asset Management Co. Ltd | 272 | $48K | 0.0% | +56.3% | 0.000% | |
5/13/2025 | Russell Investments Group Ltd. | 9,133 | $1.61M | 0.0% | +59.9% | 0.001% | |
5/13/2025 | Callan Family Office LLC | 5,797 | $1.02M | 0.1% | -28.3% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 40,044 | $7.07M | 0.0% | +1.8% | 0.003% | |
5/12/2025 | Eagle Global Advisors LLC | 11,302 | $2.00M | 0.1% | -5.1% | 0.001% | |
5/12/2025 | Independent Advisor Alliance | 3,380 | $597K | 0.0% | +3.5% | 0.000% | |
5/12/2025 | SouthState Corp | 389 | $69K | 0.0% | +135.8% | 0.000% | |
5/12/2025 | Nuveen LLC | 23,659 | $4.18M | 0.0% | N/A | 0.002% | |
5/12/2025 | Lockheed Martin Investment Management Co. | 6,540 | $1.16M | 0.0% | -4.4% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,736 | $306K | 0.0% | -3.1% | 0.000% | |