12/4/2023 | Phoenix Holdings Ltd. | 344,701 | $97.21M | 1.5% | +690.3% | 0.329% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,146 | $4.84M | 0.1% | +853.6% | 0.016% | |
11/27/2023 | AllSquare Wealth Management LLC | 5,750 | $1.62M | 1.0% | +900.0% | 0.005% | |
11/24/2023 | EP Wealth Advisors LLC | 54,081 | $15.25M | 0.2% | +434.9% | 0.052% | |
11/21/2023 | Comerica Bank | 36,916 | $10.41M | 0.1% | N/A | 0.035% | |
11/16/2023 | Creative Planning | 47,232 | $13.32M | 0.0% | +1,143.6% | 0.045% | |
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11/16/2023 | Financial Gravity Asset Management Inc. | 3,021 | $852K | 0.0% | +927.6% | 0.003% | |
11/16/2023 | Monograph Wealth Advisors LLC | 8,840 | $2.49M | 0.5% | +900.0% | 0.008% | |
11/16/2023 | GTS Securities LLC | 101,621 | $28.66M | 0.1% | +4,195.1% | 0.097% | |
11/16/2023 | Harbour Investments Inc. | 2,340 | $660K | 0.0% | +900.0% | 0.002% | |
11/16/2023 | Morgan Stanley | 1,838,340 | $518.43M | 0.1% | +1,010.3% | 1.756% | |
11/16/2023 | Front Row Advisors LLC | 900 | $254K | 0.1% | +900.0% | 0.001% | |
11/15/2023 | Integrated Wealth Concepts LLC | 27,357 | $7.72M | 0.1% | +934.7% | 0.026% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 31,309 | $8.83M | 0.0% | -1.2% | 0.030% | |
11/15/2023 | Baker Avenue Asset Management LP | 507,525 | $143.13M | 6.4% | +911.6% | 0.485% | |
11/15/2023 | Royal Bank of Canada | 1,200,290 | $338.49M | 0.1% | +991.6% | 1.146% | |
11/15/2023 | Riggs Asset Managment Co. Inc. | 1,550 | $437K | 0.2% | +900.0% | 0.001% | |
11/15/2023 | Jackson Wealth Management LLC | 55,145 | $15.55M | 2.2% | +1,025.4% | 0.053% | |
11/15/2023 | Laurel Wealth Advisors LLC | 7,070 | $1.99M | 0.4% | +900.0% | 0.007% | |
11/15/2023 | Lido Advisors LLC | 183,691 | $51.80M | 0.4% | +1,020.8% | 0.175% | |
11/15/2023 | Ameriprise Financial Inc. | 5,537,694 | $1.56B | 0.5% | +1,292.6% | 5.289% | |
11/15/2023 | Glenmede Trust Co. NA | 4,410 | $1.24M | 0.0% | +900.0% | 0.004% | |
11/15/2023 | Truist Financial Corp | 177,309 | $50.00M | 0.1% | +796.7% | 0.169% | |
11/15/2023 | SRS Capital Advisors Inc. | 521 | $147K | 0.0% | +901.9% | 0.000% | |
11/14/2023 | Per Stirling Capital Management LLC. | 9,585 | $2.70M | 0.6% | +383.6% | 0.009% | |
11/14/2023 | Richard Bernstein Advisors LLC | 6,074,111 | $1.71B | 28.1% | +1,070.6% | 5.801% | |
11/14/2023 | Tyler Stone Wealth Management | 1,870 | $527K | 0.3% | +900.0% | 0.002% | |
11/14/2023 | Tower Research Capital LLC TRC | 6,787 | $1.91M | 0.1% | +992.9% | 0.006% | |
11/14/2023 | Trexquant Investment LP | 7,122 | $2.01M | 0.1% | N/A | 0.007% | |
11/14/2023 | Valley National Advisers Inc. | 44,890 | $12.66M | 2.2% | +772.5% | 0.043% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 50,682 | $14.29M | 0.2% | +797.3% | 0.048% | |
11/14/2023 | One Charles Private Wealth Services LLC | 36,310 | $10.24M | 5.5% | +900.0% | 0.035% | |
11/14/2023 | PGIM Custom Harvest LLC | 1,534,852 | $432.84M | 13.6% | +874.9% | 1.466% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 58,511 | $16.50M | 3.8% | +833.3% | 0.056% | |
11/13/2023 | Hollencrest Capital Management | 2,250 | $635K | 0.1% | +900.0% | 0.002% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 2,500 | $705K | 0.0% | +900.0% | 0.002% | |
11/13/2023 | BigSur Wealth Management LLC | 25,000 | $7.05M | 3.4% | +900.0% | 0.024% | |
11/13/2023 | Vista Investment Management | 89,483 | $25.24M | 11.6% | +915.1% | 0.085% | |
11/13/2023 | Stifel Financial Corp | 187,297 | $52.82M | 0.1% | +917.5% | 0.179% | |
11/13/2023 | Healthcare of Ontario Pension Plan Trust Fund | 70,000 | $19.74M | 0.1% | +900.0% | 0.067% | |
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11/13/2023 | Mariner LLC | 73,349 | $20.69M | 0.1% | +540.7% | 0.070% | |
11/13/2023 | LPL Financial LLC | 1,829,580 | $515.96M | 0.4% | +922.3% | 1.747% | |
11/13/2023 | Regal Investment Advisors LLC | 199,698 | $56.32M | 4.5% | +899.8% | 0.191% | |
11/13/2023 | Interchange Capital Partners LLC | 18,921 | $5.34M | 4.0% | +955.3% | 0.018% | |
11/13/2023 | Balentine LLC | 1,870 | $527K | 0.0% | +900.0% | 0.002% | |
11/13/2023 | Clearstead Advisors LLC | 35,166 | $9.92M | 0.6% | +990.1% | 0.034% | |
11/13/2023 | Laidlaw Wealth Management LLC | 115,456 | $32.56M | 9.4% | +862.5% | 0.110% | |
11/13/2023 | FMR LLC | 35,463 | $10.00M | 0.0% | +943.3% | 0.034% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,467 | $3.23M | 0.0% | N/A | 0.011% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,317,755 | $371.62M | 0.2% | +939.4% | 1.258% | |
11/13/2023 | Phoenix Holdings Ltd. | 344,701 | $97.21M | 1.5% | +690.3% | 0.329% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 16,978 | $4.79M | 0.0% | +11.8% | 0.016% | |
11/13/2023 | Kestra Advisory Services LLC | 154,552 | $43.59M | 0.4% | +1,024.0% | 0.148% | |
11/13/2023 | PNC Financial Services Group Inc. | 7,254 | $2.05M | 0.0% | +599.5% | 0.007% | |
11/9/2023 | Manchester Capital Management LLC | 4,000 | $1.13M | 0.2% | +900.0% | 0.004% | |
11/9/2023 | First Heartland Consultants Inc. | 9,748 | $2.75M | 0.3% | +900.8% | 0.009% | |
11/9/2023 | Nemes Rush Group LLC | 754 | $213K | 0.0% | +905.3% | 0.001% | |
11/9/2023 | Deutsche Bank AG | 10,309 | $2.91M | 0.0% | +886.5% | 0.010% | |
11/9/2023 | Citigroup Inc. | 6,570 | $1.85M | 0.0% | +893.9% | 0.006% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 10,670 | $3.01M | 0.1% | +900.0% | 0.010% | |
11/9/2023 | Blair William & Co. IL | 71,288 | $20.10M | 0.1% | +905.9% | 0.068% | |
11/9/2023 | UBS Group AG | 933,600 | $263.29M | 0.1% | +1,006.4% | 0.892% | |
11/8/2023 | Aptus Capital Advisors LLC | 5,000 | $1.41M | 0.0% | +900.0% | 0.005% | |
11/8/2023 | Summit Place Financial Advisors LLC | 26,310 | $7.42M | 5.0% | +819.6% | 0.025% | |
11/8/2023 | Allred Capital Management LLC | 13,869 | $3.91M | 1.9% | +442.0% | 0.013% | |
11/8/2023 | HighTower Advisors LLC | 151,463 | $42.71M | 0.1% | +1,302.4% | 0.145% | |
11/8/2023 | Baltimore Washington Financial Advisors Inc. | 880,347 | $248.27M | 17.0% | +910.3% | 0.841% | |
11/8/2023 | Pathstone Family Office LLC | 7,500 | $2.12M | 0.0% | N/A | 0.007% | |
11/8/2023 | D.A. Davidson & CO. | 28,746 | $8.11M | 0.1% | +839.1% | 0.027% | |
11/8/2023 | Milestone Advisory Partners | 42,236 | $11.91M | 7.6% | +1,052.7% | 0.040% | |
11/8/2023 | Spire Wealth Management | 1,030 | $290K | 0.0% | +900.0% | 0.001% | |
11/8/2023 | Banque Cantonale Vaudoise | 15,050 | $4.24M | 0.2% | N/A | 0.014% | |
11/8/2023 | Exencial Wealth Advisors LLC | 7,766 | $2.19M | 0.1% | +899.5% | 0.007% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 288,023 | $81.23M | 0.2% | +1,161.8% | 0.275% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 30,970 | $8.73M | 0.6% | +892.0% | 0.030% | |
11/8/2023 | Oppenheimer & Co. Inc. | 16,970 | $4.79M | 0.1% | +893.0% | 0.016% | |
11/8/2023 | Kestra Private Wealth Services LLC | 54,378 | $15.34M | 0.5% | +757.3% | 0.052% | |
11/7/2023 | Kingsview Wealth Management LLC | 8,796 | $2.48M | 0.1% | +944.7% | 0.008% | |
11/7/2023 | Advisors Preferred LLC | 11,719 | $3.31M | 1.1% | +1,119.5% | 0.011% | |
11/7/2023 | Patron Partners LLC | 22,194 | $6.26M | 4.4% | +1,122.1% | 0.021% | |
11/7/2023 | Gryphon Financial Partners LLC | 8,250 | $2.33M | 0.5% | +900.0% | 0.008% | |
11/7/2023 | Clearstead Advisors LLC | 35,166 | $9.92M | 0.5% | +990.1% | 0.034% | |
11/7/2023 | Acorn Wealth Advisors LLC | 15,687 | $4.42M | 2.6% | +899.8% | 0.015% | |
11/7/2023 | Addison Advisors LLC | 14,830 | $4.18M | 1.9% | +900.0% | 0.014% | |
11/7/2023 | Atria Investments Inc | 95,458 | $26.92M | 0.5% | +1,083.9% | 0.091% | |
11/7/2023 | Aviance Capital Partners LLC | 11,550 | $3.26M | 0.7% | +719.1% | 0.011% | |
11/6/2023 | Sigma Planning Corp | 9,869 | $2.78M | 0.1% | +1,034.4% | 0.009% | |
11/6/2023 | HM Payson & Co. | 600 | $169K | 0.0% | +900.0% | 0.001% | |
11/6/2023 | Flputnam Investment Management Co. | 10,672 | $3.01M | 0.1% | +882.7% | 0.010% | |
11/6/2023 | Cassaday & Co Wealth Management LLC | 8,480 | $2.39M | 0.1% | +818.7% | 0.008% | |
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11/6/2023 | Callan Capital LLC | 7,240 | $2.04M | 0.2% | N/A | 0.007% | |
11/6/2023 | PFG Investments LLC | 11,069 | $3.12M | 0.6% | +908.1% | 0.011% | |
11/6/2023 | Curi Wealth Management LLC | 119,751 | $33.77M | 4.9% | +788.4% | 0.114% | |
11/6/2023 | Lincoln National Corp | 48,979 | $13.81M | 0.3% | +1,570.5% | 0.047% | |
11/6/2023 | MONECO Advisors LLC | 7,775 | $2.19M | 0.6% | +679.1% | 0.007% | |
11/6/2023 | Castle Wealth Management LLC | 12,600 | $3.55M | 2.5% | +900.0% | 0.012% | |
11/6/2023 | Capital Wealth Alliance LLC | 20,176 | $5.69M | 3.9% | +1,089.6% | 0.019% | |
11/4/2023 | NBC Securities Inc. | 929 | $262K | 0.0% | N/A | 0.001% | |
11/4/2023 | Aspire Private Capital LLC | 2,560 | $722K | 0.2% | +807.8% | 0.002% | |
11/4/2023 | Signaturefd LLC | 1,874 | $528K | 0.0% | +1,872.6% | 0.002% | |