3/22/2024 | PNC Financial Services Group Inc. | 1,043,028 | $28.07M | 0.0% | +45.4% | 1.797% | |
3/4/2024 | Vima LLC | 1,919 | $52K | 0.1% | N/A | 0.003% | |
3/1/2024 | Goldman Sachs Group Inc. | 18,662 | $0.50M | 0.0% | +84.2% | 0.032% | |
2/29/2024 | Tortoise Investment Management LLC | 234,565 | $6.31M | 0.9% | -14.1% | 0.404% | |
2/16/2024 | Hobbs Group Advisors LLC | 133,242 | $3.59M | 1.6% | N/A | 0.230% | |
2/16/2024 | D L Carlson Investment Group Inc. | 72,609 | $1.92M | 0.4% | +1.6% | 0.125% | |
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2/15/2024 | Baker Avenue Asset Management LP | 83,624 | $2.25M | 0.1% | +6.0% | 0.144% | |
2/15/2024 | Atlas Capital Advisors LLC | 10,084 | $0.27M | 0.0% | N/A | 0.017% | |
2/15/2024 | Freedom Investment Management Inc. | 109,590 | $2.95M | 0.2% | N/A | 0.189% | |
2/15/2024 | Biltmore Family Office LLC | 58,444 | $1.57M | 0.3% | -25.2% | 0.101% | |
2/14/2024 | Royal Bank of Canada | 1,135,893 | $30.57M | 0.0% | -3.4% | 1.957% | |
2/14/2024 | Kingfisher Capital LLC | 23,612 | $0.64M | 0.2% | +3.3% | 0.041% | |
2/14/2024 | Kestra Advisory Services LLC | 15,891 | $0.43M | 0.0% | -3.2% | 0.027% | |
2/14/2024 | Creative Planning | 8,002 | $0.22M | 0.0% | -32.8% | 0.014% | |
2/14/2024 | MGO One Seven LLC | 129,968 | $3.50M | 0.2% | +43.0% | 0.224% | |
2/14/2024 | Sollinda Capital Management LLC | 17,646 | $0.48M | 0.1% | N/A | 0.030% | |
2/13/2024 | Envestnet Asset Management Inc. | 816,480 | $21.97M | 0.0% | +9.6% | 1.407% | |
2/13/2024 | Cetera Advisor Networks LLC | 67,114 | $1.81M | 0.0% | +23.0% | 0.116% | |
2/13/2024 | Goldman Sachs Group Inc. | 18,662 | $0.50M | 0.0% | +84.2% | 0.032% | |
2/13/2024 | Jones Financial Companies Lllp | 1,707 | $46K | 0.0% | N/A | 0.003% | |
2/12/2024 | Stifel Financial Corp | 170,756 | $4.60M | 0.0% | -8.9% | 0.294% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,911 | $78K | 0.0% | -23.4% | 0.005% | |
2/12/2024 | Hilltop Holdings Inc. | 19,966 | $0.54M | 0.1% | +11.0% | 0.034% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 11,018 | $0.30M | 0.0% | -11.0% | 0.019% | |
2/9/2024 | AXS Investments LLC | 38,000 | $1.02M | 0.2% | +171.4% | 0.065% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 42,663 | $1.15M | 0.0% | -42.0% | 0.073% | |
2/9/2024 | Corient Private Wealth LLC | 85,171 | $2.29M | 0.0% | +7.4% | 0.147% | |
2/9/2024 | Wells Fargo & Company MN | 790,407 | $21.27M | 0.0% | -16.9% | 1.362% | |
2/9/2024 | UBS Group AG | 621,852 | $16.73M | 0.0% | -5.4% | 1.071% | |
2/9/2024 | PNC Financial Services Group Inc. | 1,043,028 | $28.07M | 0.0% | +45.4% | 1.797% | |
2/8/2024 | Tortoise Investment Management LLC | 233,308 | $6.25M | 0.8% | -14.5% | 0.402% | |
2/8/2024 | Kingsview Wealth Management LLC | 190,257 | $5.12M | 0.2% | +22.0% | 0.328% | |
2/8/2024 | OMNI 360 Wealth Inc. | 7,537 | $0.20M | 0.2% | N/A | 0.013% | |
2/8/2024 | Beacon Pointe Advisors LLC | 7,960 | $0.21M | 0.0% | -29.1% | 0.014% | |
2/8/2024 | Exchange Capital Management Inc. | 116,422 | $3.13M | 0.6% | +2.9% | 0.201% | |
2/8/2024 | Janney Montgomery Scott LLC | 77,170 | $2.08M | 0.0% | -1.9% | 0.133% | |
2/8/2024 | Fagan Associates Inc. | 20,737 | $0.56M | 0.1% | -4.6% | 0.036% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 768,649 | $20.68M | 0.7% | +1.8% | 1.324% | |
2/8/2024 | First United Bank & Trust | 1,135 | $31K | 0.0% | N/A | 0.002% | |
2/7/2024 | NBC Securities Inc. | 43,865 | $1.18M | 0.1% | -5.5% | 0.076% | |
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2/7/2024 | Astoria Portfolio Advisors LLC. | 51,707 | $1.39M | 0.6% | N/A | 0.089% | |
2/7/2024 | BNP Paribas Financial Markets | 227,501 | $6.12M | 0.0% | +26.5% | 0.392% | |
2/7/2024 | Wrapmanager Inc. | 55,393 | $1.49M | 0.4% | +1.4% | 0.095% | |
2/7/2024 | Wealthspire Advisors LLC | 3,049,364 | $82.06M | 1.2% | +10.7% | 5.253% | |
2/6/2024 | Centric Wealth Management | 19,477 | $0.52M | 0.2% | N/A | 0.034% | |
2/6/2024 | Apollon Wealth Management LLC | 12,221 | $0.33M | 0.0% | N/A | 0.021% | |
2/6/2024 | Private Advisor Group LLC | 114,272 | $3.08M | 0.0% | +8.2% | 0.197% | |
2/6/2024 | SRS Capital Advisors Inc. | 5,381 | $0.15M | 0.0% | -37.8% | 0.009% | |
2/6/2024 | Great Valley Advisor Group Inc. | 210,838 | $5.67M | 0.2% | +59.2% | 0.363% | |
2/5/2024 | Kestra Private Wealth Services LLC | 24,425 | $0.66M | 0.0% | +8.9% | 0.042% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 11,389 | $0.31M | 0.1% | N/A | 0.020% | |
2/2/2024 | Truist Financial Corp | 273,603 | $7.36M | 0.0% | +33.0% | 0.471% | |
2/2/2024 | Gould Asset Management LLC CA | 367,402 | $9.89M | 2.6% | -2.6% | 0.633% | |
2/1/2024 | Millington Financial Advisors LLC | 9,726 | $0.26M | 0.2% | -4.4% | 0.017% | |
2/1/2024 | Capital Investment Advisory Services LLC | 46,417 | $1.25M | 0.1% | -60.4% | 0.080% | |
2/1/2024 | Sigma Planning Corp | 15,505 | $0.42M | 0.0% | -50.8% | 0.027% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 303,501 | $8.17M | 1.6% | +4.0% | 0.523% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 131,420 | $3.54M | 2.4% | +23.2% | 0.226% | |
1/30/2024 | United Asset Strategies Inc. | 79,667 | $2.14M | 0.2% | +25.5% | 0.137% | |
1/30/2024 | Donaldson Capital Management LLC | 166,628 | $4.48M | 0.2% | -30.3% | 0.287% | |
1/30/2024 | Bison Wealth LLC | 13,396 | $0.36M | 0.1% | +62.5% | 0.023% | |
1/30/2024 | Hoxton Planning & Management LLC | 7,876 | $0.21M | 0.1% | N/A | 0.014% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 2,524 | $68K | 0.0% | N/A | 0.004% | |
1/30/2024 | Glassy Mountain Advisors Inc. | 25,374 | $0.68M | 0.3% | +1.7% | 0.044% | |
1/29/2024 | Simplicity Wealth LLC | 23,180 | $0.62M | 0.2% | N/A | 0.040% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 27,652 | $0.74M | 0.5% | -16.8% | 0.048% | |
1/29/2024 | Koshinski Asset Management Inc. | 16,348 | $0.44M | 0.1% | +12.2% | 0.028% | |
1/29/2024 | Baystate Wealth Management LLC | 1,504 | $40K | 0.0% | N/A | 0.003% | |
1/29/2024 | Schmidt P J Investment Management Inc. | 202,582 | $5.39M | 1.1% | N/A | 0.349% | |
1/29/2024 | Petra Financial Advisors Inc. | 59,339 | $1.60M | 1.3% | -4.1% | 0.102% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 16,583 | $0.45M | 0.0% | N/A | 0.029% | |
1/26/2024 | White Pine Investment CO | 89,643 | $2.41M | 0.8% | +13.8% | 0.154% | |
1/25/2024 | International Assets Investment Management LLC | 86,919 | $2.34M | 0.0% | N/A | 0.150% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 66,270 | $1.78M | 0.0% | -11.8% | 0.114% | |
1/24/2024 | Smith Salley & Associates | 141,908 | $3.82M | 0.2% | +2.6% | 0.244% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 7,739 | $0.21M | 0.0% | -8.0% | 0.013% | |
1/24/2024 | Allworth Financial LP | 1,911 | $51K | 0.0% | N/A | 0.003% | |
1/24/2024 | International Assets Investment Management LLC | 86,919 | $2.34M | 0.0% | N/A | 0.150% | |
1/24/2024 | KG&L Capital Management LLC | 60,641 | $1.63M | 0.7% | +3.4% | 0.104% | |
1/23/2024 | Advisory Alpha LLC | 75,487 | $2.03M | 0.1% | +16.1% | 0.130% | |
1/23/2024 | Capstone Capital Wealth Advisors | 32,537 | $0.88M | 0.9% | N/A | 0.056% | |
1/23/2024 | Private Ocean LLC | 898,275 | $24.17M | 2.4% | +42.6% | 1.547% | |
1/18/2024 | Strategic Financial Concepts LLC | 16,769 | $0.45M | 0.3% | -19.1% | 0.029% | |
1/18/2024 | Global Retirement Partners LLC | 1,711 | $46K | 0.0% | +34.6% | 0.003% | |
1/18/2024 | Alterity Financial Group LLC | 22,016 | $0.59M | 0.8% | -2.4% | 0.038% | |
1/18/2024 | Maltin Wealth Management Inc. | 22,876 | $0.62M | 0.4% | +84.4% | 0.039% | |
1/17/2024 | Family Legacy Inc. | 35,334 | $0.95M | 0.4% | +1.6% | 0.061% | |
1/17/2024 | PFG Investments LLC | 52,617 | $1.42M | 0.3% | -4.1% | 0.091% | |
1/17/2024 | Anderson Hoagland & Co. | 160,636 | $4.28M | 0.5% | +35.0% | 0.277% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,109,244 | $29.85M | 0.0% | -8.8% | 1.911% | |
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1/16/2024 | Raymond James & Associates | 839,739 | $22.60M | 0.0% | -3.0% | 1.447% | |
1/16/2024 | Bangor Savings Bank | 425,070 | $11.44M | 1.2% | +3.2% | 0.732% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 47,098 | $1.27M | 0.0% | -15.9% | 0.081% | |
1/11/2024 | Whittier Trust Co. | 20,992 | $0.57M | 0.0% | -23.4% | 0.036% | |
1/11/2024 | Patten Group Inc. | 114,775 | $3.09M | 0.8% | +8.0% | 0.198% | |
1/9/2024 | Signature Wealth Management Group | 76,404 | $2.06M | 1.0% | N/A | 0.132% | |
1/4/2024 | Peoples Bank KS | 3,820 | $0.10M | 0.1% | -68.0% | 0.007% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 14,606 | $0.39M | 0.0% | +5.2% | 0.025% | |
12/6/2023 | Citigroup Inc. | 11,329 | $0.29M | 0.0% | -16.9% | 0.020% | |
11/21/2023 | Comerica Bank | 22,080 | $0.56M | 0.0% | N/A | 0.038% | |