3/15/2024 | BlueChip Wealth Advisors LLC | 15,778 | $3.02M | 2.1% | N/A | 0.006% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 92,990 | $17.78M | 0.5% | -14.8% | 0.033% | |
3/14/2024 | Walden Wealth Partners LLC | 1,421 | $0.27M | 0.2% | N/A | 0.001% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 200 | $38K | 0.0% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 6,793 | $1.31M | 0.1% | N/A | 0.002% | |
3/13/2024 | MONECO Advisors LLC | 25,038 | $4.79M | 0.9% | -3.2% | 0.009% | |
|
3/12/2024 | Cove Private Wealth LLC | 2,070 | $0.40M | 0.4% | N/A | 0.001% | |
3/8/2024 | Trust Co. of Vermont | 9,005 | $1.72M | 0.1% | -1.6% | 0.003% | |
3/8/2024 | ICA Group Wealth Management LLC | 3,669 | $0.70M | 0.2% | -13.9% | 0.001% | |
3/7/2024 | Brown Shipley& Co Ltd | 20,549 | $3.93M | 1.9% | -29.7% | 0.007% | |
3/6/2024 | SageView Advisory Group LLC | 10,583 | $2M | 0.1% | +35.7% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 4,879 | $0.93M | 0.0% | -6.0% | 0.002% | |
3/5/2024 | Slagle Financial LLC | 2,556 | $0.49M | 0.1% | +99.5% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 221,938 | $42.43M | 0.0% | +8.5% | 0.078% | |
3/5/2024 | Twin Focus Capital Partners LLC | 75,839 | $14.50M | 1.4% | +6.6% | 0.027% | |
3/4/2024 | Richardson Financial Services Inc. | 3,243 | $0.62M | 0.5% | N/A | 0.001% | |
3/4/2024 | Fortis Group Advisors LLC | 151,659 | $27.80M | 6.8% | +0.5% | 0.053% | |
3/4/2024 | Vima LLC | 1,510 | $0.29M | 0.7% | N/A | 0.001% | |
3/1/2024 | Creekmur Asset Management LLC | 1,275 | $0.24M | 0.1% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 34,517 | $6.60M | 4.4% | N/A | 0.012% | |
3/1/2024 | ARK & TLK Investments LLC | 2,143 | $0.41M | 0.1% | N/A | 0.001% | |
3/1/2024 | Pineridge Advisors LLC | 628 | $0.12M | 0.0% | N/A | 0.000% | |
2/29/2024 | Scarborough Advisors LLC | 26,197 | $5.01M | 1.0% | +0.7% | 0.009% | |
2/28/2024 | EP Wealth Advisors LLC | 41,437 | $7.92M | 0.1% | +3.2% | 0.014% | |
2/26/2024 | Syon Capital LLC | 33,974 | $6.50M | 0.6% | -16.4% | 0.012% | |
2/26/2024 | Centaurus Financial Inc. | 35,424 | $6.77M | 0.5% | -5.0% | 0.012% | |
2/26/2024 | Integrated Advisors Network LLC | 38,796 | $7.42M | 0.4% | -12.0% | 0.014% | |
2/23/2024 | TKG Advisors LLC | 15,224 | $2.91M | 1.7% | +0.7% | 0.005% | |
2/23/2024 | Chicago Partners Investment Group LLC | 1,826 | $0.34M | 0.0% | +6.8% | 0.001% | |
2/22/2024 | Scarborough Advisors LLC | 2,662,393 | $508.97M | 23.0% | +10,133.3% | 0.916% | |
2/21/2024 | Raleigh Capital Management Inc. | 5,772 | $1.10M | 0.5% | -33.7% | 0.002% | |
2/21/2024 | WNY Asset Management LLC | 162,622 | $31.09M | 5.3% | +0.4% | 0.056% | |
2/21/2024 | Austin Wealth Management LLC | 7,267 | $1.35M | 0.4% | -7.7% | 0.003% | |
2/21/2024 | American Trust | 25,424 | $4.86M | 0.4% | -15.0% | 0.009% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 1,146 | $0.22M | 0.1% | N/A | 0.000% | |
2/20/2024 | GLOBALT Investments LLC GA | 648,981 | $124.07M | 5.2% | N/A | 0.223% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 1,924 | $0.37M | 0.3% | N/A | 0.001% | |
2/20/2024 | Voisard Asset Management Group Inc. | 175 | $33K | 0.0% | N/A | 0.000% | |
2/17/2024 | FIL Ltd | 747,148 | $142.83M | 0.2% | +382.0% | 0.257% | |
2/16/2024 | Wesbanco Bank Inc. | 9,430 | $1.80M | 0.1% | -65.4% | 0.003% | |
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2/16/2024 | Burford Brothers Inc. | 2,501 | $0.48M | 0.3% | N/A | 0.001% | |
2/16/2024 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 8,961 | $1.71M | 0.0% | +3.1% | 0.003% | |
2/16/2024 | Hobbs Group Advisors LLC | 219 | $42K | 0.0% | N/A | 0.000% | |
2/16/2024 | D L Carlson Investment Group Inc. | 3,054 | $0.57M | 0.1% | +40.7% | 0.001% | |
2/16/2024 | SageView Advisory Group LLC | 10,583 | $2M | 0.1% | +35.7% | 0.004% | |
2/16/2024 | Secured Retirement Advisors LLC | 4,555 | $0.87M | 0.8% | N/A | 0.002% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 4,583 | $0.88M | 0.0% | N/A | 0.002% | |
2/16/2024 | CMG Global Holdings LLC | 11,633 | $2.16M | 1.6% | -1.0% | 0.004% | |
2/16/2024 | Oarsman Capital Inc. | 8,887 | $1.70M | 0.5% | -4.5% | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 49,912 | $9.54M | 0.4% | +136.4% | 0.017% | |
2/16/2024 | Wealthquest Corp | 1,107 | $0.21M | 0.0% | N/A | 0.000% | |
2/16/2024 | Aspect Partners LLC | 14,687 | $2.81M | 1.8% | N/A | 0.005% | |
2/15/2024 | Arkos Global Advisors | 71,824 | $13.73M | 2.5% | -6.3% | 0.025% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 196,683 | $37.60M | 0.1% | -4.1% | 0.067% | |
2/15/2024 | Medici Capital LLC | 4,000 | $0.77M | 0.9% | -66.9% | 0.001% | |
2/15/2024 | Chartwell Investment Partners LLC | 19,500 | $3.73M | 0.1% | +77.3% | 0.007% | |
2/15/2024 | Venture Visionary Partners LLC | 4,176 | $0.80M | 0.0% | +21.2% | 0.001% | |
2/15/2024 | Townsquare Capital LLC | 18,688 | $3.57M | 0.1% | -20.7% | 0.006% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 23,611 | $4.51M | 0.5% | -45.7% | 0.008% | |
2/15/2024 | Virtue Capital Management LLC | 6,127 | $1.16M | 0.2% | -13.8% | 0.002% | |
2/15/2024 | Patrick Mauro Investment Advisor INC. | 12,589 | $2.41M | 1.4% | -1.6% | 0.004% | |
2/15/2024 | Dagco Inc. | 1,279 | $0.25M | 0.2% | -99.7% | 0.000% | |
2/15/2024 | Main Street Group LTD | 5,535 | $1.06M | 0.4% | N/A | 0.002% | |
2/15/2024 | Baker Avenue Asset Management LP | 3,092 | $0.59M | 0.0% | +108.5% | 0.001% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 3,111 | $0.60M | 0.0% | -3.2% | 0.001% | |
2/15/2024 | NWI Management LP | 5,000 | $0.96M | 0.0% | N/A | 0.002% | |
2/15/2024 | Wexford Capital LP | 40,057 | $7.66M | 1.6% | +70.7% | 0.014% | |
2/15/2024 | Primoris Wealth Advisors LLC | 13,940 | $2.67M | 2.5% | +16.6% | 0.005% | |
2/15/2024 | Atlas Capital Advisors LLC | 1,833 | $0.35M | 0.1% | -26.8% | 0.001% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 8,634 | $1.65M | 0.4% | -2.8% | 0.003% | |
2/15/2024 | Modera Wealth Management LLC | 14,133 | $2.70M | 0.0% | +0.5% | 0.005% | |
2/15/2024 | Modern Wealth Management LLC | 3,928 | $0.75M | 0.1% | N/A | 0.001% | |
2/15/2024 | Nwam LLC | 34,972 | $6.69M | 0.5% | +16.3% | 0.012% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 1,214 | $0.23M | 0.0% | N/A | 0.000% | |
2/15/2024 | Pettyjohn Wood & White Inc. | 2,950 | $0.56M | 0.1% | N/A | 0.001% | |
2/15/2024 | Fort Sheridan Advisors LLC | 1,093 | $0.21M | 0.0% | N/A | 0.000% | |
2/15/2024 | Freedom Investment Management Inc. | 24,842 | $4.75M | 0.4% | +28.5% | 0.009% | |
2/15/2024 | Fullerton Fund Management Co Ltd. | 57,835 | $11.06M | 0.6% | +649.3% | 0.020% | |
2/15/2024 | Gamco Investors INC. ET AL | 38,260 | $7.31M | 0.1% | +0.3% | 0.013% | |
2/15/2024 | Greenlight Capital Inc. | 386,944 | $73.97M | 3.6% | -10.3% | 0.132% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 1,991 | $0.38M | 0.1% | -3.0% | 0.001% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 5,081 | $0.97M | 0.4% | -5.3% | 0.002% | |
2/15/2024 | Greytown Advisors Inc. | 27,348 | $5.23M | 2.8% | -7.2% | 0.009% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 297,779 | $56.93M | 1.1% | +0.8% | 0.102% | |
2/15/2024 | Buckingham Strategic Partners LLC | 6,959 | $1.33M | 0.1% | +1.0% | 0.002% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 23,253 | $4.45M | 0.1% | +0.2% | 0.008% | |
2/15/2024 | Baird Financial Group Inc. | 348,746 | $66.67M | 0.2% | +2.1% | 0.119% | |
2/15/2024 | Biltmore Family Office LLC | 1,626 | $0.31M | 0.1% | -5.8% | 0.001% | |
2/15/2024 | Bragg Financial Advisors Inc | 1,317 | $0.25M | 0.0% | -21.7% | 0.000% | |
2/15/2024 | Caas Capital Management LP | 2,498 | $0.48M | 0.1% | -98.2% | 0.001% | |
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2/15/2024 | Cantor Fitzgerald L. P. | 21,371 | $4.09M | 0.8% | +367.3% | 0.007% | |
2/15/2024 | Cohen & Steers Inc. | 27,675 | $5.29M | 0.0% | +48.2% | 0.009% | |
2/15/2024 | Comerica Bank | 124,144 | $23.73M | 0.1% | -3.7% | 0.042% | |
2/15/2024 | 26North Partners LP | 19,468 | $3.72M | 3.0% | -71.5% | 0.007% | |
2/14/2024 | Shariaportfolio Inc. | 2,366 | $0.45M | 0.3% | -13.0% | 0.001% | |
2/14/2024 | Continuum Advisory LLC | 14,049 | $2.69M | 0.4% | +9.3% | 0.005% | |
2/14/2024 | Pathstone Holdings LLC | 40,668 | $7.77M | 0.0% | N/A | 0.014% | |
2/14/2024 | Kingfisher Capital LLC | 2,559 | $0.49M | 0.1% | -2.1% | 0.001% | |
2/14/2024 | Pitcairn Co. | 43,692 | $8.35M | 0.6% | -0.8% | 0.015% | |
2/14/2024 | Waverly Advisors LLC | 2,391 | $0.46M | 0.0% | +32.9% | 0.001% | |