5/1/2025 | LRI Investments LLC | 1,493 | $150K | 0.0% | N/A | 0.001% | |
5/1/2025 | Park Square Financial Group LLC | 256 | $26K | 0.0% | -79.8% | 0.000% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 305 | $31K | 0.0% | N/A | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 45,758 | $4.60M | 0.2% | -2.6% | 0.036% | |
4/30/2025 | Moloney Securities Asset Management LLC | 3,997 | $402K | 0.1% | N/A | 0.003% | |
4/30/2025 | Valeo Financial Advisors LLC | 2,582 | $260K | 0.0% | -29.9% | 0.002% | |
4/30/2025 | 49 Wealth Management LLC | 72,517 | $7.30M | 0.9% | -1.7% | 0.058% | |
4/30/2025 | Synergy Investment Management LLC | 5,214 | $525K | 0.2% | -52.4% | 0.004% | |
4/29/2025 | Simmons Bank | 13,211 | $1.33M | 0.1% | -26.9% | 0.011% | |
4/29/2025 | Bank of New York Mellon Corp | 20,545 | $2.07M | 0.0% | +609.9% | 0.016% | |
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4/29/2025 | Elite Financial Inc. | 90,203 | $9.08M | 4.8% | +9.1% | 0.072% | |
4/29/2025 | Olde Wealth Management LLC | 1,667 | $167K | 0.1% | N/A | 0.001% | |
4/29/2025 | Strategic Blueprint LLC | 5,050 | $508K | 0.0% | +152.9% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 9,914 | $998K | 0.1% | -5.3% | 0.008% | |
4/28/2025 | Arlington Trust Co LLC | 1,514 | $152K | 0.0% | N/A | 0.001% | |
4/28/2025 | Rossby Financial LCC | 13,396 | $1.35M | 0.6% | +94.6% | 0.011% | |
4/25/2025 | Westside Investment Management Inc. | 53,231 | $5.36M | 1.1% | -19.3% | 0.042% | |
4/25/2025 | Arbor Investment Advisors LLC | 12,459 | $1.25M | 0.2% | +4.1% | 0.010% | |
4/24/2025 | Golden State Wealth Management LLC | 977 | $98K | 0.0% | -48.8% | 0.001% | |
4/24/2025 | Mascoma Wealth Management LLC | 618 | $62K | 0.0% | -58.9% | 0.000% | |
4/24/2025 | Oakworth Capital Inc. | 2,055 | $207K | 0.0% | N/A | 0.002% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 45,750 | $4.60M | 0.8% | +103.9% | 0.036% | |
4/23/2025 | Western Wealth Management LLC | 8,538 | $859K | 0.1% | +93.3% | 0.007% | |
4/23/2025 | SOL Capital Management CO | 44,504 | $4.48M | 0.5% | +1.6% | 0.035% | |
4/23/2025 | Bessemer Group Inc. | 1,080 | $109K | 0.0% | -13.3% | 0.001% | |
4/21/2025 | HCR Wealth Advisors | 23,070 | $2.32M | 0.3% | +11.4% | 0.018% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 4,470 | $450K | 0.0% | -77.6% | 0.004% | |
4/18/2025 | Creative Capital Management Investments LLC | 13,247 | $1.33M | 0.5% | -8.3% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 40,357 | $4.06M | 0.0% | -18.8% | 0.032% | |
4/16/2025 | Birch Capital Management LLC | 16,383 | $1.65M | 0.9% | -10.7% | 0.013% | |
4/15/2025 | Noble Wealth Management PBC | 11,032 | $1.11M | 0.8% | +17.5% | 0.009% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 3,076 | $310K | 0.0% | N/A | 0.002% | |
4/14/2025 | Farther Finance Advisors LLC | 23,187 | $2.32M | 0.1% | +44.3% | 0.018% | |
4/10/2025 | Financial Management Professionals Inc. | 10,306 | $1.04M | 0.1% | +8.4% | 0.008% | |
4/9/2025 | Planned Solutions Inc. | 118,392 | $11.91M | 4.8% | +3.0% | 0.090% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,769 | $178K | 0.0% | +882.8% | 0.001% | |
4/9/2025 | NBC Securities Inc. | 2,961 | $297K | 0.0% | +147,950.0% | 0.002% | |
4/9/2025 | Fiduciary Alliance LLC | 24,798 | $2.50M | 0.2% | +2.8% | 0.019% | |
4/8/2025 | Beese Fulmer Investment Management Inc. | 4,800 | $483K | 0.0% | -8.0% | 0.004% | |
4/8/2025 | Parallel Advisors LLC | 1,550 | $156K | 0.0% | -75.3% | 0.001% | |
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4/8/2025 | Lowe Wealth Advisors LLC | 81,278 | $8.18M | 3.5% | -1.4% | 0.062% | |
4/7/2025 | GAMMA Investing LLC | 20,124 | $2.03M | 0.0% | +9,962.0% | 0.015% | |
4/7/2025 | AdvisorNet Financial Inc | 6,697 | $674K | 0.1% | +15.2% | 0.005% | |
3/6/2025 | Elite Financial Inc. | 82,707 | $8.33M | 4.5% | N/A | 0.066% | |
2/28/2025 | Park Square Financial Group LLC | 1,266 | $127K | 0.1% | N/A | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 24,514 | $2.46M | 0.5% | -88.0% | 0.020% | |
2/24/2025 | Ameriflex Group Inc. | 1,593 | $160K | 0.1% | N/A | 0.001% | |
2/22/2025 | American Trust | 2,901 | $291K | 0.0% | N/A | 0.002% | |
2/18/2025 | 49 Wealth Management LLC | 73,781 | $7.40M | 1.1% | +46.4% | 0.063% | |
2/18/2025 | Novem Group | 27,140 | $2.72M | 0.4% | N/A | 0.023% | |
2/18/2025 | Continuum Advisory LLC | 2,784 | $279K | 0.0% | -16.3% | 0.002% | |
2/17/2025 | Sentinus LLC | 7,702 | $773K | 0.2% | N/A | 0.007% | |
2/17/2025 | Colonial Trust Co SC | 920 | $92K | 0.0% | -48.7% | 0.001% | |
2/17/2025 | Bramshill Investments LLC | 270,442 | $27.14M | 4.3% | +11.1% | 0.230% | |
2/17/2025 | Cahill Financial Advisors Inc. | 25,227 | $2.53M | 0.3% | +163.8% | 0.021% | |
2/17/2025 | Captrust Financial Advisors | 41,583 | $4.17M | 0.0% | +7.9% | 0.035% | |
2/17/2025 | Baird Financial Group Inc. | 44,708 | $4.49M | 0.0% | +79.6% | 0.038% | |
2/17/2025 | BNP Paribas Financial Markets | 32,491 | $3.26M | 0.0% | -81.7% | 0.028% | |
2/17/2025 | Ameriprise Financial Inc. | 15,767 | $1.58M | 0.0% | +258.6% | 0.013% | |
2/14/2025 | Arrow Financial Corp | 20,578 | $2.07M | 0.2% | -81.2% | 0.018% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 31,420 | $3.15M | 0.0% | +6.8% | 0.027% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,011 | $302K | 0.0% | +25.7% | 0.003% | |
2/14/2025 | Coppell Advisory Solutions LLC | 24,689 | $2.49M | 0.4% | -6.5% | 0.021% | |
2/14/2025 | IHT Wealth Management LLC | 11,132 | $1.12M | 0.0% | +259.2% | 0.009% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 24,439 | $2.45M | 0.0% | -6.0% | 0.019% | |
2/14/2025 | Goodman Advisory Group LLC | 54,470 | $5.47M | 1.6% | -8.8% | 0.046% | |
2/14/2025 | Alexis Investment Partners LLC | 68,615 | $6.90M | 3.4% | N/A | 0.058% | |
2/13/2025 | United Capital Financial Advisors LLC | 40,705 | $4.08M | 0.0% | -25.7% | 0.035% | |
2/13/2025 | Anchor Investment Management LLC | 6,650 | $667K | 0.1% | -4.3% | 0.006% | |
2/13/2025 | Rossby Financial LCC | 6,885 | $691K | 0.4% | N/A | 0.006% | |
2/13/2025 | Keystone Financial Group | 5,064 | $508K | 0.0% | N/A | 0.004% | |
2/13/2025 | Rollins Financial Advisors LLC | 18,197 | $1.83M | 0.3% | +6.7% | 0.015% | |
2/13/2025 | Wedbush Securities Inc. | 58,984 | $5.92M | 0.2% | +9.7% | 0.050% | |
2/12/2025 | Disciplina Capital Management LLC | 355 | $36K | 0.0% | N/A | 0.000% | |
2/12/2025 | Summit Financial LLC | 13,424 | $1.35M | 0.0% | +70.9% | 0.011% | |
2/12/2025 | CIBC Private Wealth Group LLC | 46,314 | $4.65M | 0.0% | -3.6% | 0.039% | |
2/12/2025 | L & S Advisors Inc | 5,596 | $562K | 0.1% | -19.2% | 0.005% | |
2/12/2025 | JPMorgan Chase & Co. | 23,861,660 | $2.39B | 0.2% | -2.4% | 20.297% | |
2/11/2025 | FCA Corp TX | 13,340 | $1.34M | 0.4% | +5.2% | 0.011% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 22,382 | $2.25M | 0.1% | +258.3% | 0.019% | |
2/11/2025 | Whittier Trust Co. | 111,839 | $11.22M | 0.1% | -8.4% | 0.095% | |
2/11/2025 | VSM Wealth Advisory LLC | 33,349 | $3.35M | 1.2% | N/A | 0.028% | |
2/10/2025 | Parallel Advisors LLC | 6,286 | $631K | 0.0% | +56.0% | 0.005% | |
2/10/2025 | SouthState Corp | 25,450 | $2.55M | 0.2% | +1.5% | 0.022% | |
2/10/2025 | Greatmark Investment Partners Inc. | 3,075 | $309K | 0.0% | +3.4% | 0.003% | |
2/10/2025 | Mascoma Wealth Management LLC | 1,503 | $151K | 0.0% | N/A | 0.001% | |
2/10/2025 | Farther Finance Advisors LLC | 16,070 | $1.61M | 0.1% | -20.7% | 0.014% | |
2/10/2025 | Hollencrest Capital Management | 1,221 | $123K | 0.0% | +26.8% | 0.001% | |
2/10/2025 | EverSource Wealth Advisors LLC | 1,348 | $135K | 0.0% | +283.0% | 0.001% | |
2/7/2025 | Staley Capital Advisers Inc. | 16,460 | $1.65M | 0.1% | -5.5% | 0.014% | |
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2/7/2025 | Dorsey & Whitney Trust CO LLC | 14,395 | $1.44M | 0.1% | -6.9% | 0.012% | |
2/6/2025 | NewSquare Capital LLC | 1,545 | $155K | 0.0% | N/A | 0.001% | |
2/6/2025 | Mainstream Capital Management LLC | 441 | $44K | 0.0% | N/A | 0.000% | |
2/6/2025 | Synergy Investment Management LLC | 10,949 | $1.10M | 0.5% | N/A | 0.009% | |
2/6/2025 | Resolute Wealth Strategies LLC | 84,191 | $8.45M | 4.3% | +709.5% | 0.072% | |
2/5/2025 | Anfield Capital Management LLC | 1,323 | $133K | 0.0% | +4,625.0% | 0.001% | |
2/5/2025 | West Michigan Advisors LLC | 25,170 | $2.54M | 0.8% | -32.8% | 0.021% | |
2/5/2025 | Providence First Trust Co | 149,703 | $15.02M | 5.7% | +29.1% | 0.127% | |
2/5/2025 | Noble Wealth Management PBC | 9,391 | $942K | 0.7% | N/A | 0.008% | |
2/5/2025 | SVB Wealth LLC | 21,575 | $2.17M | 0.0% | N/A | 0.018% | |