7/27/2024 | CMC Financial Group | 163,750 | $5.56M | 9.2% | +2.1% | 0.041% | |
7/26/2024 | Echo45 Advisors LLC | 46,311 | $1.57M | 1.1% | N/A | 0.012% | |
7/26/2024 | Harbour Investments Inc. | 211,384 | $7.17M | 0.2% | -5.4% | 0.053% | |
7/26/2024 | Eagle Bay Advisors LLC | 1,175 | $40K | 0.0% | +95.8% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 670,429 | $22.75M | 0.1% | +73.3% | 0.168% | |
7/26/2024 | Yong Rong HK Asset Management Ltd | 300,000 | $10.18M | 3.5% | N/A | 0.075% | |
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7/26/2024 | Rational Advisors LLC | 4,731 | $161K | 0.0% | N/A | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 12,837 | $436K | 0.0% | -20.8% | 0.003% | |
7/26/2024 | Proficio Capital Partners LLC | 147,496 | $5.01M | 0.5% | +17.8% | 0.037% | |
7/25/2024 | Raymond James Trust N.A. | 13,427 | $456K | 0.0% | +8.0% | 0.003% | |
7/25/2024 | Calamos Wealth Management LLC | 6,000 | $204K | 0.0% | N/A | 0.002% | |
7/25/2024 | Aries Wealth Management | 45,842 | $1.56M | 0.5% | +1.6% | 0.011% | |
7/25/2024 | Pettinga Financial Advisors LLC | 44,647 | $1.52M | 0.4% | -0.7% | 0.011% | |
7/25/2024 | Moody Lynn & Lieberson LLC | 64,443 | $2.19M | 0.1% | N/A | 0.016% | |
7/25/2024 | Beacon Capital Management LLC | 747 | $25K | 0.0% | +202.4% | 0.000% | |
7/25/2024 | Atlantic Union Bankshares Corp | 61,899 | $2.10M | 0.1% | -0.7% | 0.015% | |
7/24/2024 | White Pine Investment CO | 162,541 | $5.52M | 1.6% | -1.0% | 0.041% | |
7/24/2024 | Avalon Capital Management | 414,571 | $14.07M | 4.5% | +39.2% | 0.104% | |
7/24/2024 | Capital Wealth Alliance LLC | 36,715 | $1.25M | 0.7% | -16.6% | 0.009% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 25,190 | $855K | 0.1% | +9.3% | 0.006% | |
7/24/2024 | &PARTNERS | 10,051 | $341K | 0.0% | N/A | 0.003% | |
7/24/2024 | Cultivar Capital Inc. | 336,170 | $11.41M | 9.6% | -4.0% | 0.084% | |
7/23/2024 | Geneos Wealth Management Inc. | 87,946 | $2.98M | 0.1% | -0.8% | 0.022% | |
7/23/2024 | Bridge Advisory LLC | 166,654 | $5.66M | 2.8% | -10.2% | 0.042% | |
7/23/2024 | LaFleur & Godfrey LLC | 8,431 | $286K | 0.0% | N/A | 0.002% | |
7/23/2024 | PSI Advisors LLC | 15,051 | $511K | 0.2% | -72.3% | 0.004% | |
7/23/2024 | Oak Family Advisors LLC | 76,701 | $2.60M | 0.9% | N/A | 0.019% | |
7/23/2024 | Private Wealth Advisors LLC | 60,782 | $2.06M | 0.8% | -53.9% | 0.015% | |
7/23/2024 | Koa Wealth Management LLC | 37,186 | $1.26M | 1.1% | +21.9% | 0.009% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 9,100 | $309K | 0.0% | +4.6% | 0.002% | |
7/23/2024 | Rockland Trust Co. | 12,209 | $414K | 0.0% | -15.8% | 0.003% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 11,499 | $390K | 0.0% | N/A | 0.003% | |
7/22/2024 | Flagship Private Wealth LLC | 8,576 | $291K | 0.2% | N/A | 0.002% | |
7/22/2024 | Fifth Third Bancorp | 873 | $30K | 0.0% | -53.9% | 0.000% | |
7/22/2024 | Krilogy Financial LLC | 30,524 | $1.04M | 0.1% | -74.7% | 0.008% | |
7/22/2024 | Dakota Wealth Management | 6,179 | $210K | 0.0% | N/A | 0.002% | |
7/20/2024 | Continuum Advisory LLC | 97,089 | $3.29M | 0.5% | +0.6% | 0.024% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 923,771 | $31.34M | 0.0% | +5.7% | 0.231% | |
7/20/2024 | Meridian Investment Counsel Inc. | 6,000 | $204K | 0.1% | N/A | 0.002% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 19,606 | $665K | 0.0% | +4.8% | 0.005% | |
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7/19/2024 | MONECO Advisors LLC | 37,719 | $1.28M | 0.2% | +11.9% | 0.009% | |
7/19/2024 | Western Wealth Management LLC | 16,515 | $560K | 0.0% | +10.9% | 0.004% | |
7/19/2024 | Calton & Associates Inc. | 39,997 | $1.36M | 0.7% | -2.9% | 0.010% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 16,142 | $548K | 0.0% | -8.5% | 0.004% | |
7/19/2024 | Accordant Advisory Group Inc | 4,541 | $154K | 0.1% | +95.7% | 0.001% | |
7/19/2024 | Efficient Frontier Advisors LLC | 112,950 | $3.83M | 2.7% | -1.9% | 0.028% | |
7/19/2024 | Well Done LLC | 12,634 | $429K | 0.1% | -9.5% | 0.003% | |
7/18/2024 | Brookstone Capital Management | 36,618 | $1.24M | 0.0% | +75.6% | 0.009% | |
7/18/2024 | TruNorth Capital Management LLC | 1,300 | $44K | 0.0% | N/A | 0.000% | |
7/17/2024 | Clear Harbor Asset Management LLC | 6,300 | $214K | 0.0% | N/A | 0.002% | |
7/17/2024 | Westside Investment Management Inc. | 6,635 | $225K | 0.1% | -8.9% | 0.002% | |
7/17/2024 | Vanderbilt University | 1,085,630 | $36.84M | 7.7% | -21.5% | 0.272% | |
7/17/2024 | Ballew Advisors Inc | 86,014 | $2.92M | 2.0% | -11.4% | 0.022% | |
7/17/2024 | 180 Wealth Advisors LLC | 85,857 | $2.91M | 0.5% | +22.2% | 0.021% | |
7/16/2024 | Cornerstone Wealth Management LLC | 17,168 | $583K | 0.0% | +2.7% | 0.004% | |
7/16/2024 | ORG Partners LLC | 22,425 | $760K | 0.1% | N/A | 0.006% | |
7/16/2024 | Farmers Trust Co. | 10,347 | $351K | 0.1% | -78.2% | 0.003% | |
7/16/2024 | Diversified Trust Co | 7,615 | $258K | 0.0% | N/A | 0.002% | |
7/16/2024 | Friedenthal Financial | 22,823 | $774K | 0.5% | N/A | 0.006% | |
7/16/2024 | Aspect Partners LLC | 21,441 | $727K | 0.4% | -57.1% | 0.005% | |
7/16/2024 | White Lighthouse Investment Management Inc. | 13,254 | $450K | 0.1% | -7.9% | 0.003% | |
7/16/2024 | Advisor Resource Council | 17,581 | $597K | 0.0% | +74.0% | 0.004% | |
7/16/2024 | PCG Wealth Advisors LLC | 432,400 | $14.67M | 6.4% | +4.9% | 0.108% | |
7/15/2024 | Vigilare Wealth Management | 45,675 | $1.55M | 0.7% | +89.6% | 0.011% | |
7/13/2024 | Kraematon Investment Advisors Inc. | 12,893 | $437K | 0.4% | +13.4% | 0.003% | |
7/13/2024 | IAM Advisory LLC | 48,789 | $1.66M | 0.4% | +0.7% | 0.012% | |
7/12/2024 | Williams & Novak LLC | 29,390 | $997K | 0.9% | +19.7% | 0.007% | |
7/12/2024 | Successful Portfolios LLC | 6,278 | $213K | 0.1% | -17.2% | 0.002% | |
7/12/2024 | Edge Wealth Management LLC | 6,246 | $212K | 0.0% | N/A | 0.002% | |
7/12/2024 | Morton Capital Management LLC CA | 88,622 | $3.01M | 0.7% | +0.3% | 0.022% | |
7/12/2024 | Howard Financial Services LTD. | 6,564 | $223K | 0.0% | N/A | 0.002% | |
7/12/2024 | SG Americas Securities LLC | 249,946 | $8.48M | 0.0% | +99.5% | 0.063% | |
7/12/2024 | Capital Investment Advisors LLC | 17,668 | $599K | 0.0% | +9.8% | 0.004% | |
7/12/2024 | Baldwin Brothers LLC MA | 4,775 | $162K | 0.0% | +74.3% | 0.001% | |
7/12/2024 | City Holding Co. | 43,600 | $1.48M | 0.2% | +1.7% | 0.011% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 285,874 | $9.70M | 0.4% | +13.5% | 0.072% | |
7/11/2024 | Whitcomb & Hess Inc. | 246,450 | $8.36M | 2.6% | +0.6% | 0.062% | |
7/11/2024 | Worth Asset Management LLC | 11,431 | $388K | 0.2% | N/A | 0.003% | |
7/11/2024 | Pacifica Partners Inc. | 5,525 | $195K | 0.1% | +9.0% | 0.001% | |
7/11/2024 | Wesbanco Bank Inc. | 9,877 | $335K | 0.0% | -4.1% | 0.002% | |
7/10/2024 | Valeo Financial Advisors LLC | 7,594 | $258K | 0.0% | -11.6% | 0.002% | |
7/10/2024 | Simplicity Wealth LLC | 219,537 | $7.45M | 0.2% | +2.0% | 0.055% | |
7/10/2024 | CWM LLC | 11,998 | $407K | 0.0% | +96.0% | 0.003% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 15,533 | $527K | 0.0% | +23.9% | 0.004% | |
7/9/2024 | Lowe Wealth Advisors LLC | 45,177 | $1.53M | 0.7% | +11.8% | 0.011% | |
7/9/2024 | Deane Retirement Strategies Inc. | 121,647 | $4.10M | 2.1% | -2.0% | 0.030% | |
7/9/2024 | Mather Group LLC. | 1,638 | $52K | 0.0% | +21.3% | 0.000% | |
7/8/2024 | Versant Capital Management Inc | 307,882 | $10.45M | 2.6% | +23.1% | 0.077% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 3,357 | $114K | 0.0% | N/A | 0.001% | |
7/5/2024 | HBW Advisory Services LLC | 11,575 | $393K | 0.1% | +3.8% | 0.003% | |
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7/2/2024 | Massmutual Trust Co. FSB ADV | 212,525 | $7.21M | 0.2% | +1.1% | 0.053% | |
7/2/2024 | Transcend Capital Advisors LLC | 39,500 | $1.34M | 0.1% | +8.8% | 0.010% | |
7/1/2024 | Neville Rodie & Shaw Inc. | 99,824 | $3.39M | 0.3% | -0.7% | 0.025% | |
7/1/2024 | Bank of New Hampshire | 2,627 | $89K | 0.0% | -15.4% | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 2,320 | $77K | 0.0% | +866.7% | 0.001% | |
5/28/2024 | Verity Asset Management Inc. | 14,298 | $452K | 0.3% | -39.5% | 0.004% | |
5/24/2024 | Cetera Advisors LLC | 275,243 | $8.70M | 0.1% | +10.1% | 0.069% | |
5/24/2024 | Cetera Investment Advisers | 774,182 | $24.48M | 0.1% | +487.0% | 0.194% | |
5/22/2024 | BigSur Wealth Management LLC | 11,000 | $348K | 0.1% | N/A | 0.003% | |
5/21/2024 | LRI Investments LLC | 900 | $28K | 0.0% | N/A | 0.000% | |