8/21/2025 | Pathway Financial Advisers LLC | 105,907 | $2.34M | 0.8% | +2.4% | 0.301% | |
8/19/2025 | Advisory Services Network LLC | 37,000 | $815K | 0.0% | +19.4% | 0.105% | |
8/15/2025 | Energy Income Partners LLC | 1,774,544 | $39.20M | 0.8% | +1.4% | 5.036% | |
8/14/2025 | Jane Street Group LLC | 17,539 | $387K | 0.0% | N/A | 0.050% | |
8/14/2025 | Raymond James Financial Inc. | 21,124 | $467K | 0.0% | -7.4% | 0.060% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 583,932 | $12.90M | 0.0% | +6.0% | 1.657% | |
8/14/2025 | Natixis | 45,800 | $1.01M | 0.0% | -34.6% | 0.130% | |
8/12/2025 | JPMorgan Chase & Co. | 94,441 | $2.09M | 0.0% | -3.0% | 0.268% | |
8/1/2025 | Envestnet Asset Management Inc. | 17,629 | $389K | 0.0% | +4.4% | 0.050% | |
7/25/2025 | Apollon Wealth Management LLC | 18,631 | $412K | 0.0% | +12.6% | 0.053% | |
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7/17/2025 | Sound Income Strategies LLC | 1,462 | $32K | 0.0% | N/A | 0.004% | |
7/9/2025 | Gilman Hill Asset Management LLC | 37,923 | $838K | 0.1% | +24.6% | 0.108% | |
6/27/2025 | Goldman Sachs Group Inc. | 228,885 | $5.29M | 0.0% | +3.8% | 0.650% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,565 | $59K | 0.0% | -23.1% | 0.007% | |
5/16/2025 | Goldman Sachs Group Inc. | 228,885 | $5.29M | 0.0% | +3.8% | 0.650% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 551,069 | $12.72M | 0.0% | -1.4% | 1.564% | |
5/15/2025 | Energy Income Partners LLC | 1,750,085 | $40.41M | 0.8% | -1.2% | 4.966% | |
5/14/2025 | Samalin Investment Counsel LLC | 24,855 | $574K | 0.2% | +2.3% | 0.071% | |
5/14/2025 | Tortoise Capital Advisors L.L.C. | 125,546 | $2.90M | 0.0% | -0.9% | 0.356% | |
5/12/2025 | Eagle Global Advisors LLC | 43,873 | $1.01M | 0.0% | -4.4% | 0.125% | |
5/12/2025 | Invesco Ltd. | 5,198,512 | $120.03M | 0.0% | -1.5% | 14.752% | |
5/9/2025 | Pathway Financial Advisers LLC | 103,390 | $2.39M | 0.8% | +1.6% | 0.293% | |
5/8/2025 | GSA Capital Partners LLP | 29,274 | $676K | 0.1% | +17.2% | 0.083% | |
5/6/2025 | Fractal Investments LLC | 80,400 | $1.86M | 0.3% | N/A | 0.228% | |
5/2/2025 | Apollon Wealth Management LLC | 16,547 | $382K | 0.0% | +7.3% | 0.047% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,000 | $231K | 0.0% | N/A | 0.028% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 558,919 | $12.93M | 0.0% | +5.4% | 1.586% | |
2/17/2025 | Eagle Global Advisors LLC | 45,873 | $1.06M | 0.0% | +4.6% | 0.130% | |
2/17/2025 | Bank of America Corp DE | 245,636 | $5.68M | 0.0% | -0.3% | 0.697% | |
2/14/2025 | Tortoise Capital Advisors L.L.C. | 126,724 | $2.93M | 0.0% | -3.8% | 0.360% | |
2/14/2025 | GeoWealth Management LLC | 7,577 | $175K | 0.0% | N/A | 0.022% | |
2/13/2025 | Pinnacle Holdings LLC | 39,317 | $910K | 0.3% | -2.4% | 0.112% | |
2/13/2025 | Raymond James Financial Inc. | 19,700 | $456K | 0.0% | N/A | 0.056% | |
2/13/2025 | Advisory Services Network LLC | 29,000 | $671K | 0.0% | -3.3% | 0.082% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,773 | $388K | 0.0% | -2.6% | 0.048% | |
2/12/2025 | JPMorgan Chase & Co. | 95,991 | $2.22M | 0.0% | -2.5% | 0.272% | |
2/11/2025 | LPL Financial LLC | 35,136 | $813K | 0.0% | +13.8% | 0.100% | |
2/11/2025 | Samalin Investment Counsel LLC | 24,287 | $562K | 0.2% | +10.6% | 0.069% | |
2/6/2025 | Raymond James Financial Inc. | 19,700 | $456K | 0.0% | N/A | 0.056% | |
2/6/2025 | Proficio Capital Partners LLC | 80,990 | $1.87M | 0.0% | N/A | 0.230% | |
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2/5/2025 | Proficio Capital Partners LLC | 80,990 | $1.87M | 0.0% | N/A | 0.230% | |
1/30/2025 | Pathway Financial Advisers LLC | 101,780 | $2.36M | 0.8% | -95.4% | 0.289% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 9,100 | $211K | 0.0% | N/A | 0.026% | |
1/28/2025 | Apollon Wealth Management LLC | 15,421 | $357K | 0.0% | +3.4% | 0.044% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,337 | $77K | 0.0% | +32.2% | 0.009% | |
12/26/2024 | JPMorgan Chase & Co. | 98,437 | $2.21M | 0.0% | +267.0% | 0.279% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,600 | $36K | 0.0% | N/A | 0.005% | |
11/15/2024 | Hilltop Holdings Inc. | 27,216 | $610K | 0.0% | +2.7% | 0.077% | |
11/13/2024 | Glenmede Trust Co. NA | 55,478 | $1.24M | 0.0% | +22.0% | 0.157% | |
11/5/2024 | GSA Capital Partners LLP | 25,607 | $574K | 0.0% | -29.3% | 0.073% | |
11/5/2024 | Apollon Wealth Management LLC | 14,909 | $334K | 0.0% | +7.5% | 0.042% | |
10/25/2024 | Pathway Financial Advisers LLC | 2,230,436 | $49.98M | 0.5% | +2,178.0% | 6.331% | |
10/24/2024 | Pathway Financial Advisers LLC | 2,230,436 | $49.98M | 0.3% | +2,178.0% | 6.331% | |
10/22/2024 | International Assets Investment Management LLC | 32,763 | $734K | 0.0% | +2,141.0% | 0.093% | |
10/10/2024 | Exchange Traded Concepts LLC | 13,629 | $305K | 0.0% | -11.1% | 0.039% | |
10/8/2024 | Future Financial Wealth Managment LLC | 3,500 | $78K | 0.1% | N/A | 0.010% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 10,000 | $226K | 0.0% | -50.0% | 0.028% | |
8/6/2024 | Acadian Asset Management LLC | 21,206 | $478K | 0.0% | -40.6% | 0.060% | |
7/31/2024 | Rothschild Investment LLC | 8,000 | $181K | 0.0% | N/A | 0.023% | |
7/30/2024 | International Assets Investment Management LLC | 1,462 | $33K | 0.0% | N/A | 0.004% | |
5/29/2024 | Pathway Financial Advisers LLC | 97,692 | $2.17M | 0.8% | N/A | 0.277% | |
5/21/2024 | Delphi Management Inc. MA | 37,282 | $828K | 0.6% | -11.5% | 0.106% | |
5/15/2024 | Energy Income Partners LLC | 2,011,618 | $44.66M | 0.9% | -3.4% | 5.710% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 20,000 | $444K | 0.0% | -20.0% | 0.057% | |
5/10/2024 | Acadian Asset Management LLC | 35,718 | $792K | 0.0% | -34.5% | 0.101% | |
5/3/2024 | GSA Capital Partners LLP | 38,427 | $853K | 0.1% | +10.7% | 0.109% | |
5/1/2024 | BNP Paribas Financial Markets | 34,650 | $769K | 0.0% | -5.0% | 0.098% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 569,693 | $12.66M | 0.0% | -1.5% | 1.617% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,500 | $78K | 0.1% | N/A | 0.010% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,237 | $27K | 0.0% | N/A | 0.004% | |
2/12/2024 | Hilltop Holdings Inc. | 27,229 | $590K | 0.1% | +3.4% | 0.077% | |
2/9/2024 | Clearbridge Investments LLC | 422,835 | $9.15M | 0.0% | -9.7% | 1.200% | |
2/9/2024 | UBS Group AG | 538,504 | $11.66M | 0.0% | +0.2% | 1.529% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 25,000 | $541K | 0.1% | +25.0% | 0.071% | |
2/7/2024 | BNP Paribas Financial Markets | 36,477 | $790K | 0.0% | -39.8% | 0.104% | |
2/6/2024 | Apollon Wealth Management LLC | 12,294 | $266K | 0.0% | +14.0% | 0.035% | |
2/2/2024 | Kovack Advisors Inc. | 12,075 | $261K | 0.0% | N/A | 0.034% | |
1/25/2024 | International Assets Investment Management LLC | 31,652 | $685K | 0.0% | +2,065.0% | 0.090% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 578,308 | $12.52M | 0.0% | -2.8% | 1.642% | |
1/24/2024 | International Assets Investment Management LLC | 31,652 | $685K | 0.0% | +2,065.0% | 0.090% | |
1/16/2024 | Raymond James & Associates | 20,043 | $434K | 0.0% | +43.2% | 0.057% | |
11/14/2023 | Samalin Investment Counsel LLC | 10,015 | $218K | 0.1% | N/A | 0.028% | |
11/13/2023 | Mariner LLC | 21,186 | $461K | 0.0% | -10.3% | 0.060% | |
11/13/2023 | Clearbridge Investments LLC | 468,277 | $10.19M | 0.0% | -0.8% | 1.329% | |
11/13/2023 | Acadian Asset Management LLC | 72,902 | $1.58M | 0.0% | -22.0% | 0.207% | |
11/13/2023 | Invesco Ltd. | 5,256,014 | $114.32M | 0.0% | -3.5% | 14.919% | |
11/9/2023 | UBS Group AG | 537,225 | $11.69M | 0.0% | +9.3% | 1.525% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 10,065 | $219K | 0.0% | -7.4% | 0.029% | |
10/30/2023 | Eagle Global Advisors LLC | 43,873 | $954K | 0.1% | +3.5% | 0.125% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 595,137 | $12.94M | 0.0% | +4.4% | 1.690% | |
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10/24/2023 | Raymond James & Associates | 14,000 | $304K | 0.0% | -30.2% | 0.040% | |
10/4/2023 | International Assets Investment Management LLC | 1,462 | $32K | 0.0% | N/A | 0.004% | |
8/28/2023 | Delphi Management Inc. MA | 41,934 | $910K | 1.0% | N/A | 0.119% | |
8/11/2023 | Clearbridge Investments LLC | 472,207 | $10.24M | 0.0% | -0.4% | 1.341% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 89,098 | $1.93M | 0.0% | +150.7% | 0.253% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 10,865 | $236K | 0.0% | -60.1% | 0.031% | |
8/4/2023 | Apollon Wealth Management LLC | 10,031 | $218K | 0.0% | N/A | 0.028% | |
8/2/2023 | Alpine Woods Capital Investors LLC | 21,390 | $464K | 0.1% | -21.0% | 0.061% | |
7/31/2023 | LPL Financial LLC | 28,477 | $618K | 0.0% | -21.0% | 0.081% | |
7/25/2023 | Raymond James & Associates | 20,059 | $435K | 0.0% | -47.4% | 0.057% | |