3/15/2023 | B. Riley Wealth Advisors Inc. | 18,230 | $0.89M | 0.0% | +1.1% | 0.146% | |
3/6/2023 | Rockefeller Capital Management L.P. | 6,807 | $0.33M | 0.0% | -3.8% | 0.054% | |
2/21/2023 | Insight Advisors LLC PA | 54,904 | $2.65M | 0.9% | -20.2% | 0.439% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 18,710 | $0.91M | 0.0% | +3.8% | 0.150% | |
2/17/2023 | Truist Financial Corp | 395,587 | $19.33M | 0.0% | +40.5% | 3.165% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 605 | $30K | 0.0% | N/A | 0.005% | |
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2/16/2023 | WealthPLAN Partners LLC | 388,693 | $19.61M | 1.4% | N/A | 3.110% | |
2/16/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 5,566 | $0.27M | 0.0% | -6.8% | 0.045% | |
2/16/2023 | CreativeOne Wealth LLC | 17,288 | $0.85M | 0.0% | +13.4% | 0.138% | |
2/16/2023 | Resurgent Financial Advisors LLC | 687 | $34K | 0.0% | N/A | 0.005% | |
2/16/2023 | Live Oak Investment Partners | 64,578 | $3.16M | 2.9% | N/A | 0.517% | |
2/16/2023 | One Capital Management LLC | 107,628 | $5.26M | 0.3% | N/A | 0.861% | |
2/15/2023 | WealthPlan Investment Management LLC | 388,628 | $19.67M | 1.4% | +0.1% | 3.109% | |
2/15/2023 | Jane Street Group LLC | 49,203 | $2.41M | 0.0% | +142.1% | 0.394% | |
2/15/2023 | Morgan Stanley | 1,599,683 | $78.18M | 0.0% | +46.1% | 12.797% | |
2/15/2023 | Mariner LLC | 30,758 | $1.50M | 0.0% | N/A | 0.246% | |
2/15/2023 | Equitable Holdings Inc. | 6,129 | $0.30M | 0.0% | N/A | 0.049% | |
2/15/2023 | First Capital Advisors Group LLC. | 7,607 | $0.37M | 0.3% | N/A | 0.061% | |
2/14/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 5,566 | $0.27M | 0.0% | -6.8% | 0.045% | |
2/14/2023 | Susquehanna International Group LLP | 32,902 | $1.61M | 0.0% | +462.1% | 0.263% | |
2/14/2023 | Cetera Advisor Networks LLC | 7,185 | $0.35M | 0.0% | N/A | 0.057% | |
2/14/2023 | Cetera Investment Advisers | 17,868 | $0.87M | 0.0% | +205.9% | 0.143% | |
2/14/2023 | Cetera Advisors LLC | 15,812 | $0.77M | 0.0% | +39.3% | 0.126% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 9,275 | $0.45M | 0.0% | +2.2% | 0.074% | |
2/14/2023 | Quantitative Advantage LLC | 104,583 | $5.11M | 0.8% | +8.8% | 0.837% | |
2/14/2023 | PCG Wealth Advisors LLC | 22,510 | $1.10M | 0.7% | -53.2% | 0.180% | |
2/13/2023 | GeoWealth Management LLC | 3,028 | $0.15M | 0.0% | -35.5% | 0.024% | |
2/13/2023 | Wells Fargo & Company MN | 1,762 | $86K | 0.0% | +49.7% | 0.014% | |
2/13/2023 | Heritage Wealth Management LLC | 1,524 | $74K | 0.0% | +100.0% | 0.012% | |
2/13/2023 | Atria Wealth Solutions Inc. | 36,090 | $1.76M | 0.0% | +96.4% | 0.289% | |
2/10/2023 | Bank of America Corp DE | 1,589 | $78K | 0.0% | +98.6% | 0.013% | |
2/10/2023 | Ameritas Advisory Services LLC | 5,946 | $0.29M | 0.0% | N/A | 0.048% | |
2/10/2023 | Advisor Group Holdings Inc. | 90,968 | $4.45M | 0.0% | -10.8% | 0.728% | |
2/9/2023 | Joseph Group Capital Management | 1,411 | $69K | 0.1% | N/A | 0.011% | |
2/9/2023 | Financial Enhancement Group LLC | 323,866 | $16.30M | 3.1% | -27.9% | 2.591% | |
2/9/2023 | HighTower Advisors LLC | 56,663 | $2.77M | 0.0% | -2.8% | 0.453% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 6,733 | $0.33M | 0.0% | -16.6% | 0.054% | |
2/8/2023 | UBS Group AG | 675 | $33K | 0.0% | -90.5% | 0.005% | |
2/8/2023 | Belpointe Asset Management LLC | 12,621 | $0.62M | 0.0% | +143.6% | 0.101% | |
2/8/2023 | Capital Analysts LLC | 6,658 | $0.33M | 0.0% | -3.9% | 0.053% | |
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2/8/2023 | Orion Portfolio Solutions LLC | 7,286 | $0.36M | 0.0% | +20.2% | 0.058% | |
2/8/2023 | Prospera Financial Services Inc | 12,663 | $0.62M | 0.0% | +77.9% | 0.101% | |
2/8/2023 | LFA Lugano Financial Advisors SA | 174,093 | $8.51M | 6.3% | -6.9% | 1.393% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 53,398 | $2.61M | 0.0% | +148.8% | 0.427% | |
2/8/2023 | Lincoln National Corp | 19,469 | $0.95M | 0.0% | N/A | 0.156% | |
2/8/2023 | Cardinal Point Wealth Management Partners LLC | 80,455 | $3.93M | 1.4% | +329.3% | 0.644% | |
2/7/2023 | Commonwealth Equity Services LLC | 52,130 | $2.55M | 0.0% | +8.4% | 0.417% | |
2/7/2023 | Richard W. Paul & Associates LLC | 20,540 | $1M | 0.5% | N/A | 0.164% | |
2/7/2023 | LPL Financial LLC | 763,015 | $37.29M | 0.0% | +13.2% | 6.104% | |
2/7/2023 | Brio Consultants LLC | 98,374 | $4.81M | 1.0% | +5.2% | 0.787% | |
2/7/2023 | IFP Advisors Inc | 43,796 | $1.78M | 0.0% | +16.7% | 0.350% | |
2/7/2023 | Envestnet Asset Management Inc. | 200,108 | $9.78M | 0.0% | +29.4% | 1.601% | |
2/7/2023 | Bridgeworth LLC | 77,347 | $3.78M | 0.6% | N/A | 0.619% | |
2/6/2023 | Brinker Capital Investments LLC | 43,884 | $2.15M | 0.0% | -5.4% | 0.351% | |
2/3/2023 | CX Institutional | 6,166 | $0.30M | 0.0% | -45.2% | 0.049% | |
2/3/2023 | OLD National Bancorp IN | 26,750 | $1.31M | 0.0% | -36.5% | 0.214% | |
2/2/2023 | Raymond James Trust N.A. | 15,705 | $0.77M | 0.0% | N/A | 0.126% | |
2/1/2023 | Cedar Brook Financial Partners LLC | 17,170 | $0.84M | 0.2% | +2.2% | 0.137% | |
2/1/2023 | Anfield Capital Management LLC | 39,198 | $1.92M | 0.9% | -10.1% | 0.314% | |
2/1/2023 | Janney Montgomery Scott LLC | 25,171 | $1.23M | 0.0% | +2.2% | 0.201% | |
2/1/2023 | Kestra Private Wealth Services LLC | 6,470 | $0.32M | 0.0% | -5.8% | 0.052% | |
1/31/2023 | Atria Investments Inc | 39,301 | $1.92M | 0.0% | -13.9% | 0.314% | |
1/31/2023 | Kestra Advisory Services LLC | 61,605 | $3.01M | 0.0% | -4.9% | 0.493% | |
1/31/2023 | AE Wealth Management LLC | 87,995 | $4.30M | 0.0% | +202.4% | 0.704% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 3,594 | $0.18M | 0.0% | +63.0% | 0.029% | |
1/26/2023 | CENTRAL TRUST Co | 158,444 | $7.74M | 0.2% | +203.1% | 1.268% | |
1/26/2023 | Comerica Bank | 8,565 | $0.43M | 0.0% | -5.0% | 0.069% | |
1/26/2023 | Acas LLC | 60,957 | $2.98M | 4.6% | N/A | 0.488% | |
1/24/2023 | Koshinski Asset Management Inc. | 58,217 | $2.85M | 0.3% | -1.8% | 0.466% | |
1/24/2023 | First Citizens Bank & Trust Co. | 53,705 | $2.63M | 0.1% | -22.4% | 0.430% | |
1/24/2023 | Eudaimonia Partners LLC | 5,635 | $0.28M | 0.1% | -5.6% | 0.045% | |
1/24/2023 | Eudaimonia Advisors LLC | 12,375 | $0.61M | 0.4% | -4.7% | 0.099% | |
1/24/2023 | FOCUS Wealth Advisors LLC | 84,616 | $4.14M | 2.9% | -0.4% | 0.682% | |
1/20/2023 | Beacon Financial Advisory LLC | 22,451 | $1.10M | 0.8% | +0.9% | 0.181% | |
1/19/2023 | Stratos Wealth Advisors LLC | 36,176 | $1.77M | 0.1% | +5.6% | 0.292% | |
1/18/2023 | Private Advisor Group LLC | 77,358 | $3.78M | 0.0% | -69.2% | 0.626% | |
1/17/2023 | Darwin Wealth Management LLC | 77,163 | $3.84M | 1.0% | -7.4% | 0.625% | |
1/13/2023 | Cooper Financial Group | 20,495 | $1M | 0.3% | -13.0% | 0.166% | |
1/12/2023 | Riverwater Partners LLC | 27,853 | $1.36M | 1.2% | N/A | 0.226% | |
1/11/2023 | Onyx Bridge Wealth Group LLC | 7,970 | $0.39M | 0.2% | N/A | 0.065% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 4,343 | $0.21M | 0.1% | N/A | 0.035% | |
12/12/2022 | Insight Advisors LLC PA | 68,759 | $3.22M | 1.3% | +0.4% | 0.643% | |
12/12/2022 | WealthPlan Investment Management LLC | 388,371 | $19.51M | 1.4% | N/A | 3.630% | |
11/22/2022 | B. Riley Wealth Advisors Inc. | 18,025 | $0.85M | 0.0% | N/A | 0.168% | |
11/17/2022 | CENTRAL TRUST Co | 52,279 | $2.45M | 0.1% | +46.2% | 0.489% | |
11/16/2022 | Captrust Financial Advisors | 26,315 | $1.23M | 0.0% | +12.7% | 0.239% | |
11/16/2022 | Jane Street Group LLC | 20,324 | $0.95M | 0.0% | N/A | 0.185% | |
11/16/2022 | Wealthsource Partners LLC | 9,472 | $0.44M | 0.0% | N/A | 0.086% | |
11/15/2022 | Virtue Capital Management LLC | 22,288 | $1.04M | 0.2% | +1.2% | 0.203% | |
11/15/2022 | Colony Group LLC | 45,933 | $2.15M | 0.0% | -4.1% | 0.418% | |
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11/15/2022 | Lcnb Corp | 23,622 | $1.11M | 0.6% | N/A | 0.221% | |
11/15/2022 | Leelyn Smith LLC | 1,127 | $53K | 0.0% | +88.1% | 0.011% | |
11/15/2022 | Belpointe Asset Management LLC | 5,182 | $0.24M | 0.0% | -22.1% | 0.048% | |
11/15/2022 | Commonwealth Equity Services LLC | 48,105 | $2.25M | 0.0% | -1.5% | 0.450% | |
11/14/2022 | Royal Bank of Canada | 1,091,000 | $51.09M | 0.0% | +0.2% | 10.196% | |
11/14/2022 | Laurel Wealth Advisors Inc. | 9,074 | $0.43M | 0.0% | -7.0% | 0.085% | |
11/14/2022 | MML Investors Services LLC | 79,132 | $3.71M | 0.0% | -16.8% | 0.740% | |
11/14/2022 | Quantitative Advantage LLC | 96,116 | $4.50M | 0.8% | N/A | 0.898% | |
11/10/2022 | Envestnet Asset Management Inc. | 154,685 | $7.24M | 0.0% | -4.0% | 1.446% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 29,600 | $1.39M | 0.1% | +14.9% | 0.277% | |