5/19/2023 | Trivant Custom Portfolio Group LLC | 10,500 | $0.21M | 0.1% | N/A | 0.021% | |
5/17/2023 | Rockefeller Capital Management L.P. | 492,688 | $9.61M | 0.0% | +1.5% | 0.993% | |
5/16/2023 | Susquehanna International Group LLP | 20,878 | $0.41M | 0.0% | +79.6% | 0.042% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 92,423 | $1.80M | 0.2% | N/A | 0.186% | |
5/15/2023 | Cetera Investment Advisers | 238,312 | $4.65M | 0.0% | +7.7% | 0.480% | |
5/15/2023 | Flow Traders U.S. LLC | 38,754 | $0.76M | 0.0% | -32.3% | 0.078% | |
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5/12/2023 | Stifel Financial Corp | 370,507 | $7.23M | 0.0% | +0.6% | 0.747% | |
5/12/2023 | Richard Bernstein Advisors LLC | 4,095,484 | $79.90M | 1.7% | +2.1% | 8.257% | |
5/12/2023 | MML Investors Services LLC | 15,273 | $0.30M | 0.0% | -10.2% | 0.031% | |
5/12/2023 | Bank of America Corp DE | 5,764,599 | $112.47M | 0.0% | +2.3% | 11.622% | |
5/12/2023 | HRT Financial LP | 28,625 | $0.56M | 0.0% | N/A | 0.058% | |
5/12/2023 | NewEdge Advisors LLC | 12,244 | $0.24M | 0.0% | -33.7% | 0.025% | |
5/12/2023 | HighTower Advisors LLC | 69,473 | $1.35M | 0.0% | -6.0% | 0.140% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 35,579 | $0.69M | 0.0% | +81.9% | 0.072% | |
5/11/2023 | Financial Advocates Investment Management | 17,040 | $0.33M | 0.0% | N/A | 0.034% | |
5/11/2023 | Envestnet Asset Management Inc. | 851,638 | $16.62M | 0.0% | +7.2% | 1.717% | |
5/11/2023 | Cambria Investment Management L.P. | 832,840 | $16.25M | 1.3% | +297.7% | 1.679% | |
5/11/2023 | Commonwealth Equity Services LLC | 70,319 | $1.37M | 0.0% | +83.0% | 0.142% | |
5/10/2023 | Private Advisor Group LLC | 35,050 | $0.68M | 0.0% | N/A | 0.071% | |
5/10/2023 | Brandywine Oak Private Wealth LLC | 493,287 | $9.62M | 1.1% | +0.5% | 0.995% | |
5/10/2023 | LPL Financial LLC | 473,662 | $9.24M | 0.0% | +11.0% | 0.955% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 26,329 | $0.51M | 0.0% | +3.8% | 0.053% | |
5/9/2023 | Bank of New York Mellon Corp | 779,962 | $15.22M | 0.0% | -8.9% | 1.573% | |
5/9/2023 | TBH Global Asset Management LLC | 15,026 | $0.29M | 0.1% | N/A | 0.030% | |
5/8/2023 | Kades & Cheifetz LLC | 74,086 | $1.45M | 1.1% | +1.7% | 0.149% | |
5/8/2023 | New York Life Investment Management LLC | 38,171 | $0.75M | 0.0% | -2.0% | 0.077% | |
5/5/2023 | Truist Financial Corp | 36,389 | $0.71M | 0.0% | -2.8% | 0.073% | |
5/5/2023 | Coulter & Justus Financial Services LLC | 317,879 | $6.20M | 4.0% | -31.7% | 0.634% | |
5/4/2023 | TrinityPoint Wealth LLC | 14,735 | $0.29M | 0.1% | +7.1% | 0.029% | |
5/3/2023 | Flynn Zito Capital Management LLC | 33,448 | $0.65M | 0.5% | -42.9% | 0.067% | |
5/3/2023 | Great Valley Advisor Group Inc. | 12,581 | $0.25M | 0.0% | -5.8% | 0.025% | |
5/2/2023 | Venturi Wealth Management LLC | 3,973 | $78K | 0.0% | -77.3% | 0.008% | |
5/2/2023 | Financial Strategies Group Inc. | 41,790 | $0.82M | 0.3% | -3.8% | 0.083% | |
5/2/2023 | V Wealth Advisors LLC | 20,557 | $0.40M | 0.1% | -13.8% | 0.041% | |
5/1/2023 | Virtu Financial LLC | 52,166 | $1.02M | 0.1% | N/A | 0.104% | |
4/28/2023 | Janney Montgomery Scott LLC | 80,066 | $1.56M | 0.0% | -28.7% | 0.160% | |
4/28/2023 | Artemis Wealth Advisors LLC | 1,481 | $29K | 0.0% | -85.1% | 0.003% | |
4/28/2023 | Barry Investment Advisors LLC | 22,599 | $0.44M | 0.1% | -41.6% | 0.045% | |
4/27/2023 | Columbus Macro LLC | 215,266 | $4.21M | 1.6% | +0.3% | 0.430% | |
4/26/2023 | Sugarloaf Wealth Management LLC | 3,087 | $60K | 0.0% | -59.6% | 0.006% | |
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4/26/2023 | IFG Advisory LLC | 138,249 | $2.70M | 0.3% | N/A | 0.276% | |
4/25/2023 | D.A. Davidson & CO. | 118,715 | $2.32M | 0.0% | N/A | 0.237% | |
4/24/2023 | Penserra Capital Management LLC | 15,143 | $0.30M | 0.0% | +43.4% | 0.030% | |
4/24/2023 | DMC Group LLC | 18,882 | $0.37M | 0.4% | +5.6% | 0.038% | |
4/21/2023 | PFG Advisors | 20,547 | $0.40M | 0.0% | N/A | 0.041% | |
4/18/2023 | IFP Advisors Inc | 15,551 | $2.01M | 0.1% | -72.0% | 0.031% | |
4/18/2023 | Financial Guidance Group Inc. | 32,888 | $0.64M | 0.5% | +20.5% | 0.066% | |
4/17/2023 | Ronald Blue Trust Inc. | 7,606 | $0.14M | 0.0% | +71.2% | 0.015% | |
4/17/2023 | Crew Capital Management Ltd. | 114,312 | $2.23M | 3.2% | -10.6% | 0.228% | |
4/17/2023 | Lake Street Financial LLC | 413,047 | $8.06M | 1.5% | +3.9% | 0.824% | |
4/14/2023 | AE Wealth Management LLC | 37,652 | $0.74M | 0.0% | N/A | 0.075% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 71,290 | $1.39M | 0.0% | N/A | 0.142% | |
4/14/2023 | Raymond James & Associates | 336,225 | $6.56M | 0.0% | -0.7% | 0.671% | |
4/13/2023 | Householder Group Estate & Retirement Specialist LLC | 5,899 | $0.12M | 0.0% | N/A | 0.012% | |
4/12/2023 | Transcend Capital Advisors LLC | 69,358 | $1.35M | 0.1% | -2.3% | 0.138% | |
4/6/2023 | Brendel Financial Advisors LLC | 170,462 | $3.33M | 2.5% | +19.7% | 0.340% | |
3/6/2023 | Rockefeller Capital Management L.P. | 485,410 | $8.76M | 0.0% | +3.2% | 0.969% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 24,306 | $0.44M | 0.0% | -6.0% | 0.049% | |
2/17/2023 | Truist Financial Corp | 37,437 | $0.68M | 0.0% | -4.4% | 0.075% | |
2/15/2023 | CI Private Wealth LLC | 11,032 | $0.20M | 0.0% | N/A | 0.022% | |
2/15/2023 | Captrust Financial Advisors | 1,045,387 | $18.87M | 0.1% | +5,895.2% | 2.087% | |
2/15/2023 | Jane Street Group LLC | 409,837 | $7.40M | 0.0% | -22.9% | 0.818% | |
2/15/2023 | Kraft Davis & Associates LLC | 12,767 | $0.23M | 0.1% | N/A | 0.025% | |
2/15/2023 | Morgan Stanley | 40,082 | $0.72M | 0.0% | +17.5% | 0.080% | |
2/15/2023 | Flow Traders U.S. LLC | 57,243 | $1.03M | 0.1% | N/A | 0.114% | |
2/14/2023 | Susquehanna International Group LLP | 11,625 | $0.21M | 0.0% | N/A | 0.023% | |
2/14/2023 | Cetera Advisor Networks LLC | 72,196 | $1.30M | 0.0% | +100.9% | 0.144% | |
2/14/2023 | Cetera Investment Advisers | 221,368 | $4M | 0.0% | +36.0% | 0.442% | |
2/14/2023 | Cetera Advisors LLC | 85,930 | $1.55M | 0.0% | N/A | 0.172% | |
2/14/2023 | Penserra Capital Management LLC | 10,557 | $0.19M | 0.0% | +16.2% | 0.021% | |
2/13/2023 | Smith Moore & CO. | 25,259 | $0.46M | 0.1% | +2.7% | 0.050% | |
2/13/2023 | Wells Fargo & Company MN | 1,590 | $29K | 0.0% | -47.1% | 0.003% | |
2/13/2023 | Renaissance Technologies LLC | 34,500 | $0.62M | 0.0% | -81.3% | 0.069% | |
2/13/2023 | Betterment LLC | 10,586 | $0.19M | 0.0% | N/A | 0.021% | |
2/13/2023 | JPMorgan Chase & Co. | 2,953 | $53K | 0.0% | -24.9% | 0.006% | |
2/13/2023 | Poehling Capital Management INC. | 81,384 | $1.47M | 0.6% | -3.1% | 0.162% | |
2/10/2023 | Bank of America Corp DE | 5,632,713 | $101.67M | 0.0% | -4.0% | 11.243% | |
2/10/2023 | EQ LLC | 32,761 | $0.59M | 0.5% | -34.9% | 0.065% | |
2/10/2023 | New York Life Investment Management LLC | 38,932 | $0.70M | 0.0% | -4.5% | 0.078% | |
2/10/2023 | Financial Strategies Group Inc. | 43,441 | $0.78M | 0.3% | -13.3% | 0.087% | |
2/10/2023 | Coulter & Justus Financial Services LLC | 465,504 | $8.40M | 5.7% | -11.2% | 0.929% | |
2/10/2023 | CoreCap Advisors LLC | 5,271 | $95K | 0.0% | N/A | 0.011% | |
2/10/2023 | Advisor Group Holdings Inc. | 396,727 | $7.16M | 0.0% | +311.8% | 0.792% | |
2/9/2023 | IMC Chicago LLC | 23,057 | $0.42M | 0.0% | N/A | 0.046% | |
2/9/2023 | HighTower Advisors LLC | 73,924 | $1.34M | 0.0% | -91.0% | 0.148% | |
2/8/2023 | Raymond James & Associates | 338,760 | $6.12M | 0.0% | +4.8% | 0.676% | |
2/8/2023 | Orion Portfolio Solutions LLC | 17,397 | $0.31M | 0.0% | N/A | 0.035% | |
2/8/2023 | Jordan Park Group LLC | 11,999,678 | $216.59M | 16.9% | -0.6% | 23.951% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,560 | $0.35M | 0.0% | +6.0% | 0.039% | |
2/8/2023 | Semus Wealth Partners LLC | 56,598 | $1.02M | 1.2% | N/A | 0.113% | |
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2/7/2023 | TrinityPoint Wealth LLC | 13,758 | $0.25M | 0.1% | -5.0% | 0.027% | |
2/7/2023 | Commonwealth Equity Services LLC | 38,420 | $0.69M | 0.0% | -9.7% | 0.077% | |
2/7/2023 | LPL Financial LLC | 426,884 | $7.71M | 0.0% | +5.4% | 0.852% | |
2/7/2023 | IFP Advisors Inc | 55,541 | $7.18M | 0.2% | +174.2% | 0.111% | |
2/7/2023 | Envestnet Asset Management Inc. | 794,797 | $14.35M | 0.0% | +4.8% | 1.586% | |
2/7/2023 | DMG Group LLC | 17,885 | $0.33M | 0.4% | +13.9% | 0.036% | |
2/6/2023 | Brandywine Oak Private Wealth LLC | 490,740 | $8.86M | 1.1% | -5.9% | 0.980% | |
2/3/2023 | Sugarloaf Wealth Management LLC | 7,639 | $0.14M | 0.0% | -53.0% | 0.015% | |
2/3/2023 | Columbus Macro LLC | 214,699 | $3.88M | 1.5% | -1.5% | 0.429% | |
2/3/2023 | Kades & Cheifetz LLC | 72,871 | $1.32M | 1.1% | N/A | 0.145% | |