5/26/2023 | Sheets Smith Wealth Management | 115,311 | $8.44M | 1.3% | -2.7% | 0.018% | |
5/25/2023 | Empower Advisory Group LLC | 15,453 | $1.14M | 0.0% | N/A | 0.002% | |
5/23/2023 | Front Row Advisors LLC | 10,455 | $0.77M | 0.4% | +7.0% | 0.002% | |
5/22/2023 | Whelan Financial | 486,301 | $35.58M | 19.7% | +1.9% | 0.076% | |
5/22/2023 | Arete Wealth Advisors LLC | 8,769 | $0.64M | 0.0% | N/A | 0.001% | |
5/22/2023 | Ameriprise Financial Inc. | 9,805,935 | $715.92M | 0.2% | +14.3% | 1.529% | |
|
5/22/2023 | American Trust | 378,925 | $12.90M | 0.9% | +39.6% | 0.059% | |
5/18/2023 | GSB Wealth Management LLC | 7,735 | $0.58M | 0.2% | N/A | 0.001% | |
5/18/2023 | Titleist Asset Management LLC | 119,608 | $8.75M | 1.8% | N/A | 0.019% | |
5/18/2023 | JPMorgan Chase & Co. | 3,428,662 | $250.84M | 0.0% | -35.0% | 0.535% | |
5/18/2023 | Centaurus Financial Inc. | 61,023 | $4.46M | 0.4% | +13.0% | 0.010% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 52,065 | $3.81M | 0.1% | +5.3% | 0.008% | |
5/17/2023 | Advisory Services Network LLC | 141,687 | $10.37M | 0.3% | +36.8% | 0.022% | |
5/17/2023 | Rockefeller Capital Management L.P. | 134,559 | $9.84M | 0.0% | +4.6% | 0.021% | |
5/17/2023 | Providence Capital Advisors LLC | 25,753 | $0.35M | 0.0% | N/A | 0.004% | |
5/17/2023 | Apexium Financial LP | 187,529 | $13.72M | 1.3% | +9.2% | 0.029% | |
5/17/2023 | Headinvest LLC | 33,667 | $2.46M | 0.5% | -0.8% | 0.005% | |
5/17/2023 | Thrivent Financial for Lutherans | 1,424,177 | $103.21M | 0.3% | +6.2% | 0.222% | |
5/17/2023 | Sunbelt Securities Inc. | 78,982 | $5.71M | 0.9% | +78.6% | 0.012% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 329,693 | $24.12M | 0.1% | -32.1% | 0.051% | |
5/16/2023 | Pacific Center for Financial Services | 2,986 | $0.22M | 0.1% | N/A | 0.000% | |
5/16/2023 | Waverly Advisors LLC | 107,977 | $7.90M | 0.4% | +9.0% | 0.017% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 295,640 | $21.63M | 4.6% | -2.4% | 0.046% | |
5/16/2023 | Ancora Advisors LLC | 26,692 | $1.95M | 0.1% | +117.7% | 0.004% | |
5/16/2023 | Roof Eidam & Maycock ADV | 261,179 | $19.11M | 7.0% | +4.3% | 0.041% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 67,768 | $4.96M | 3.5% | N/A | 0.011% | |
5/16/2023 | Milestone Investment Advisors LLC | 446,735 | $32.68M | 10.1% | +2.8% | 0.070% | |
5/16/2023 | SRS Capital Advisors Inc. | 63,762 | $4.67M | 0.6% | -2.4% | 0.010% | |
5/16/2023 | Atlas Capital Advisors LLC | 20,810 | $1.52M | 0.2% | -2.3% | 0.003% | |
5/16/2023 | Colony Group LLC | 305,378 | $22.34M | 0.3% | -5.3% | 0.048% | |
5/16/2023 | Apollon Wealth Management LLC | 75,882 | $5.55M | 0.3% | -5.3% | 0.012% | |
5/16/2023 | Jane Street Group LLC | 134,727 | $9.86M | 0.0% | -69.3% | 0.021% | |
5/16/2023 | Ruggaard & Associates LLC | 125,866 | $9.21M | 5.7% | N/A | 0.020% | |
5/16/2023 | Simon Quick Advisors LLC | 17,771 | $1.30M | 0.1% | N/A | 0.003% | |
5/16/2023 | Snowden Capital Advisors LLC | 243,253 | $17.80M | 0.7% | -4.0% | 0.038% | |
5/16/2023 | Squarepoint Ops LLC | 12,290 | $0.90M | 0.0% | +26.1% | 0.002% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 340,840 | $24.94M | 0.4% | +16.7% | 0.053% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 441,631 | $32.31M | 6.3% | +2.9% | 0.069% | |
5/16/2023 | First Manhattan CO. LLC. | 7,354 | $0.54M | 0.0% | +39.9% | 0.001% | |
5/16/2023 | Fortis Capital Advisors LLC | 501 | $37K | 0.0% | -58.3% | 0.000% | |
|
5/16/2023 | Front Row Advisors LLC | 765 | $0.11M | 0.5% | -92.2% | 0.000% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 192,845 | $14.11M | 2.2% | +5.2% | 0.030% | |
5/16/2023 | Harbour Investments Inc. | 229,123 | $16.76M | 0.9% | +17.5% | 0.036% | |
5/16/2023 | HBK Sorce Advisory LLC | 154,066 | $16.93M | 0.3% | -1.8% | 0.024% | |
5/16/2023 | Asset Allocation Strategies LLC | 46,827 | $3.43M | 9.9% | -78.2% | 0.007% | |
5/16/2023 | Belpointe Asset Management LLC | 64,718 | $4.74M | 0.3% | +27.2% | 0.010% | |
5/16/2023 | Betterment LLC | 7,318 | $0.54M | 0.0% | +46.0% | 0.001% | |
5/15/2023 | White Knight Strategic Wealth Advisors LLC | 17,009 | $1.24M | 1.6% | -9.0% | 0.003% | |
5/15/2023 | Lido Advisors LLC | 29,120 | $1.73M | 0.0% | +89.4% | 0.005% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 63,779 | $4.67M | 0.1% | +28.2% | 0.010% | |
5/15/2023 | NCM Capital Management LLC | 42,942 | $3.14M | 2.3% | -4.9% | 0.007% | |
5/15/2023 | Johnson Investment Counsel Inc. | 35,706 | $2.61M | 0.0% | +0.9% | 0.006% | |
5/15/2023 | Certified Advisory Corp | 250,301 | $18.31M | 3.3% | +11.7% | 0.039% | |
5/15/2023 | Fiduciary Trust Co. | 984,860 | $72.05M | 1.3% | +173.6% | 0.154% | |
5/15/2023 | Yoder Wealth Management Inc. | 15,135 | $1.11M | 0.9% | N/A | 0.002% | |
5/15/2023 | Cornerstone Wealth Management LLC | 3,120 | $0.23M | 0.0% | N/A | 0.000% | |
5/15/2023 | SevenOneSeven Capital Management | 48,482 | $3.39M | 7.6% | +9.8% | 0.008% | |
5/15/2023 | Ambassador Advisors LLC | 7,763 | $0.54M | 0.1% | +1,407.4% | 0.001% | |
5/15/2023 | IHT Wealth Management LLC | 129,912 | $9.50M | 0.5% | +21.3% | 0.020% | |
5/15/2023 | AlphaQ Advisors LLC | 5,291 | $0.39M | 0.3% | +4.3% | 0.001% | |
5/15/2023 | Advisory Resource Group | 3,475 | $0.25M | 0.1% | +23.5% | 0.001% | |
5/15/2023 | Baldwin Investment Management LLC | 12,640 | $0.93M | 0.2% | +5.4% | 0.002% | |
5/15/2023 | Pensionmark Financial Group LLC | 80,197 | $5.87M | 1.2% | +17.5% | 0.013% | |
5/15/2023 | Peapack Gladstone Financial Corp | 37,168 | $2.72M | 0.1% | -8.5% | 0.006% | |
5/15/2023 | Bridgewealth Advisory Group LLC | 6,395 | $0.47M | 0.9% | -20.9% | 0.001% | |
5/15/2023 | Gotham Asset Management LLC | 4,897 | $0.36M | 0.0% | +77.2% | 0.001% | |
5/15/2023 | Shorepoint Capital Partners LLC | 178,464 | $13.06M | 3.7% | -1.1% | 0.028% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 185,632 | $13.58M | 1.4% | +19.8% | 0.029% | |
5/15/2023 | Two Sigma Securities LLC | 12,748 | $0.93M | 0.0% | N/A | 0.002% | |
5/15/2023 | Equitable Holdings Inc. | 279,446 | $20.44M | 0.3% | +0.5% | 0.044% | |
5/15/2023 | Two Sigma Advisers LP | 28,200 | $2.06M | 0.0% | N/A | 0.004% | |
5/15/2023 | Two Sigma Investments LP | 38,200 | $2.80M | 0.0% | -55.1% | 0.006% | |
5/15/2023 | Weik Capital Management | 10,570 | $0.77M | 0.4% | +2.3% | 0.002% | |
5/15/2023 | Cetera Investment Advisers | 2,566,943 | $187.80M | 1.6% | +5.6% | 0.400% | |
5/15/2023 | Stephens Inc. AR | 43,241 | $3.16M | 0.1% | +38.1% | 0.007% | |
5/15/2023 | Williams Jones Wealth Management LLC. | 3,834 | $0.28M | 0.0% | N/A | 0.001% | |
5/15/2023 | Gerber Kawasaki Wealth & Investment Management | 778,636 | $56.97M | 4.5% | -4.5% | 0.121% | |
5/15/2023 | Bison Wealth LLC | 97,138 | $6.79M | 2.1% | +39.9% | 0.015% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 6,392 | $0.47M | 0.1% | +5.8% | 0.001% | |
5/15/2023 | Cresta Advisors Ltd. | 103,904 | $7.60M | 5.9% | -1.9% | 0.016% | |
5/15/2023 | Eldridge Investment Advisors Inc. | 27,857 | $2.04M | 0.7% | -7.1% | 0.004% | |
5/15/2023 | Flow Traders U.S. LLC | 19,998 | $1.46M | 0.1% | +243.5% | 0.003% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 13,121 | $0.96M | 0.1% | +2.8% | 0.002% | |
5/15/2023 | ICA Group Wealth Management LLC | 20,728 | $1.52M | 0.4% | -10.7% | 0.003% | |
5/15/2023 | MAS Advisors LLC | 20,572 | $1.51M | 1.5% | -2.0% | 0.003% | |
5/15/2023 | Mission Creek Capital Partners Inc. | 23,671 | $1.73M | 0.6% | -32.5% | 0.004% | |
5/15/2023 | Missouri Trust & Investment Co | 21,710 | $1.59M | 1.0% | -1.3% | 0.003% | |
5/15/2023 | Cedar Wealth Management LLC | 377,219 | $27.60M | 11.3% | +31.3% | 0.059% | |
5/15/2023 | Sheets Smith Wealth Management | 73 | $8.44M | 1.3% | -99.9% | 0.000% | |
5/15/2023 | Trek Financial LLC | 16,462 | $1.20M | 0.1% | +143.7% | 0.003% | |
|
5/15/2023 | United Bank | 49,229 | $3.60M | 2.1% | +1.7% | 0.008% | |
5/15/2023 | VitalStone Financial LLC | 28,593 | $2.31M | 1.9% | -39.5% | 0.004% | |
5/12/2023 | Veritable L.P. | 276,757 | $20.25M | 0.3% | +74.1% | 0.043% | |
5/12/2023 | Renaissance Technologies LLC | 3,100 | $0.23M | 0.0% | -85.3% | 0.000% | |
5/12/2023 | Prospera Financial Services Inc | 57,629 | $4.22M | 0.2% | +132.5% | 0.009% | |
5/12/2023 | Private Portfolio Partners LLC | 52,305 | $3.83M | 1.0% | +4.2% | 0.008% | |
5/12/2023 | Theory Financial LLC | 47,815 | $3.50M | 2.1% | +2.8% | 0.007% | |
5/12/2023 | SVB Wealth LLC | 1,136,184 | $83.12M | 1.2% | -14.0% | 0.177% | |
5/12/2023 | Wetherby Asset Management Inc. | 4,912 | $0.36M | 0.0% | -16.5% | 0.001% | |
5/12/2023 | Cresset Asset Management LLC | 28,041 | $2.05M | 0.0% | +8.9% | 0.004% | |