4/16/2021 | NEXT Financial Group Inc | 28,991 | $3.77M | 0.3% | -1.9% | 0.105% | |
4/15/2021 | First Financial Corp IN | 23,558 | $3.06M | 2.1% | +2.3% | 0.085% | |
4/15/2021 | Leavell Investment Management Inc. | 3,230 | $0.42M | 0.0% | +20.5% | 0.012% | |
4/15/2021 | Astor Investment Management LLC | 76,287 | $9.92M | 2.3% | -5.0% | 0.274% | |
4/14/2021 | Beacon Capital Management Inc. | 1,503,735 | $195.50M | 7.9% | +0.1% | 5.401% | |
4/14/2021 | Autus Asset Management LLC | 7,063 | $0.92M | 0.1% | -7.5% | 0.025% | |
4/14/2021 | Praetorian Wealth Management Inc. | 32,476 | $4.22M | 1.5% | +852.7% | 0.117% | |
4/14/2021 | CVA Family Office LLC | 12,313 | $1.60M | 0.6% | +62.7% | 0.044% | |
4/14/2021 | Collective Family Office LLC | 12,525 | $1.63M | 0.8% | -4.6% | 0.045% | |
4/12/2021 | Livingston Group Asset Management CO operating as Southport Capital Management | 2,908 | $0.38M | 0.1% | -10.5% | 0.010% | |
|
4/9/2021 | Evensky & Katz LLC | 268,382 | $34.89M | 3.9% | +3.2% | 0.965% | |
4/5/2021 | Boltwood Capital Management | 3,626 | $0.47M | 0.2% | -2.7% | 0.013% | |
3/30/2021 | Koshinski Asset Management Inc. | 11,925 | $0.51M | 0.0% | N/A | 0.043% | |
3/5/2021 | Voya Financial Advisors Inc. | 4,509 | $0.54M | 0.0% | +12.3% | 0.016% | |
3/2/2021 | Capital Asset Advisory Services LLC | 1,061 | $0.13M | 0.0% | +42.6% | 0.004% | |
3/1/2021 | Curran Financial Partners LLC | 35,464 | $4.26M | 3.7% | N/A | 0.126% | |
2/25/2021 | Elevated Capital Advisors LLC | 2,534 | $0.31M | 0.1% | -16.0% | 0.009% | |
2/25/2021 | Tranquilli Financial Advisor LLC | 32,481 | $3.90M | 3.5% | N/A | 0.118% | |
2/23/2021 | Financial Management Concepts Corp ADV | 61,708 | $7.42M | 7.2% | N/A | 0.223% | |
2/19/2021 | JPMorgan Chase & Co. | 3,952,602 | $475.10M | 0.1% | +6.8% | 14.351% | |
2/19/2021 | KCM Investment Advisors LLC | 188,376 | $22.64M | 1.1% | +16.2% | 0.684% | |
2/18/2021 | Truist Financial Corp | 78,651 | $9.45M | 0.0% | -16.9% | 0.286% | |
2/17/2021 | Zurich Insurance Group Ltd FI | 111,287 | $13.49M | 0.2% | -14.9% | 0.404% | |
2/17/2021 | IHT Wealth Management LLC | 9,479 | $1.14M | 0.1% | -1.1% | 0.034% | |
2/17/2021 | United Capital Financial Advisers LLC | 2,312 | $0.28M | 0.0% | -5.4% | 0.008% | |
2/17/2021 | Jane Street Group LLC | 5,274 | $0.63M | 0.0% | -82.1% | 0.019% | |
2/17/2021 | Baker Avenue Asset Management LP | 1,963 | $0.24M | 0.0% | -7.4% | 0.007% | |
2/17/2021 | Cetera Investment Advisers | 12,027 | $1.45M | 0.0% | N/A | 0.044% | |
2/17/2021 | Cetera Advisor Networks LLC | 1,685 | $0.20M | 0.0% | N/A | 0.006% | |
2/16/2021 | Morgan Stanley | 1,148,421 | $138.04M | 0.0% | +0.8% | 4.189% | |
2/16/2021 | Advisors Capital Management LLC | 6,744 | $0.81M | 0.0% | +15.4% | 0.025% | |
2/16/2021 | Captrust Financial Advisors | 11,991 | $1.44M | 0.0% | +7.1% | 0.044% | |
2/16/2021 | Laidlaw Wealth Management LLC | 3,870 | $0.47M | 0.1% | +51.6% | 0.014% | |
2/13/2021 | BDO Wealth Advisors LLC | 8,259 | $0.99M | 0.1% | -1.5% | 0.030% | |
2/12/2021 | Stifel Financial Corp | 191,781 | $23.05M | 0.0% | +5.4% | 0.699% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 424,595 | $51.04M | 0.1% | +4.4% | 1.550% | |
2/12/2021 | LPL Financial LLC | 76,475 | $9.19M | 0.0% | +2.5% | 0.279% | |
2/12/2021 | Nomura Asset Management Co. Ltd. | 10,300 | $1.24M | 0.0% | -36.0% | 0.038% | |
2/12/2021 | Prospera Financial Services Inc | 3,716 | $0.45M | 0.0% | +940.9% | 0.014% | |
2/12/2021 | Vista Investment Management | 15,022 | $1.81M | 1.2% | -2.5% | 0.055% | |
2/12/2021 | Personal Capital Advisors Corp | 146,943 | $17.66M | 0.1% | +4.3% | 0.536% | |
2/12/2021 | M&T Bank Corp | 143,975 | $17.31M | 0.1% | -4.8% | 0.526% | |
2/11/2021 | Full Sail Capital LLC | 196,712 | $24.64M | 2.7% | -2.7% | 0.718% | |
2/11/2021 | Veritable L.P. | 20,488 | $2.46M | 0.0% | -7.5% | 0.075% | |
2/11/2021 | Krilogy Financial LLC | 2,255 | $0.27M | 0.0% | +14.6% | 0.008% | |
2/11/2021 | Synovus Financial Corp | 17,301 | $2.08M | 0.0% | -2.0% | 0.063% | |
2/11/2021 | Mutual Advisors LLC | 3,728 | $0.45M | 0.0% | +47.9% | 0.014% | |
2/11/2021 | Baird Financial Group Inc. | 8,147 | $0.98M | 0.0% | +3.0% | 0.031% | |
2/11/2021 | Citigroup Inc. | 9,048 | $1.09M | 0.0% | +5.8% | 0.034% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 945 | $0.11M | 0.0% | +36.2% | 0.004% | |
2/10/2021 | Renaissance Technologies LLC | 1,900 | $0.23M | 0.0% | -84.3% | 0.007% | |
2/10/2021 | Brighton Jones LLC | 1,875 | $0.23M | 0.0% | N/A | 0.007% | |
2/10/2021 | D.A. Davidson & CO. | 9,431 | $1.13M | 0.0% | +15.3% | 0.035% | |
2/10/2021 | Grace Capital | 5,505 | $0.66M | 0.4% | -19.0% | 0.021% | |
2/10/2021 | Dubuque Bank & Trust | 47,876 | $5.76M | 0.7% | +9.4% | 0.180% | |
2/10/2021 | Assetmark Inc. | 852 | $0.10M | 0.0% | -21.0% | 0.003% | |
2/9/2021 | Wells Fargo & Company MN | 764,563 | $91.90M | 0.0% | +2.2% | 2.867% | |
2/9/2021 | Advisory Services Network LLC | 17,506 | $2.10M | 0.1% | -4.2% | 0.066% | |
2/9/2021 | Sawtooth Solutions LLC | 8,575 | $1.03M | 0.0% | +1.6% | 0.032% | |
2/9/2021 | Private Wealth Advisors Inc. | 5,249 | $0.63M | 0.4% | -11.8% | 0.020% | |
2/9/2021 | Bank of New York Mellon Corp | 12,724 | $1.53M | 0.0% | -16.7% | 0.048% | |
2/9/2021 | Pinnacle Advisory Group Inc. | 9,254 | $1.11M | 0.1% | -9.1% | 0.035% | |
2/9/2021 | Pillar Pacific Capital Management LLC | 4,557 | $0.55M | 0.0% | +1.7% | 0.017% | |
2/9/2021 | Corbyn Investment Management Inc. MD | 1,928 | $0.23M | 0.1% | N/A | 0.007% | |
2/9/2021 | Blair William & Co. IL | 5,443 | $0.65M | 0.0% | +46.8% | 0.020% | |
2/8/2021 | Madrona Financial Services LLC | 33,285 | $4M | 2.2% | N/A | 0.125% | |
2/8/2021 | Evensky & Katz LLC | 259,973 | $31.25M | 3.9% | +4.7% | 0.979% | |
2/8/2021 | Brandywine Oak Private Wealth LLC | 131,376 | $15.79M | 2.4% | -11.3% | 0.495% | |
2/6/2021 | Exchange Capital Management Inc. | 24,950 | $3M | 0.7% | +2.3% | 0.094% | |
2/6/2021 | Claudia M.P. Batlle CRP R LLC | 13,669 | $1.64M | 1.2% | -13.6% | 0.051% | |
2/5/2021 | TCF National Bank | 16,884 | $2.03M | 0.2% | +42.5% | 0.064% | |
2/5/2021 | Koshinski Asset Management Inc. | 11,925 | $0.51M | 0.0% | N/A | 0.045% | |
2/5/2021 | Axiom Financial Strategies LLC | 39,828 | $4.79M | 2.5% | -3.7% | 0.150% | |
2/5/2021 | Murphy Capital Management Inc. | 21,740 | $2.61M | 0.3% | +1.9% | 0.082% | |
2/5/2021 | NEXT Financial Group Inc | 29,561 | $3.55M | 0.3% | -11.2% | 0.111% | |
2/5/2021 | US Bancorp DE | 725 | $88K | 0.0% | +65.5% | 0.003% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 12,235 | $1.47M | 0.0% | -29.2% | 0.046% | |
2/3/2021 | Investment Management of Virginia LLC | 39,956 | $4.80M | 1.0% | -1.5% | 0.150% | |
2/3/2021 | 20 20 Capital Management Inc. | 13,452 | $1.67M | 0.5% | -4.7% | 0.051% | |
2/3/2021 | Parsec Financial Management Inc. | 7,028 | $0.85M | 0.0% | -7.4% | 0.026% | |
2/3/2021 | Bailard Inc. | 11,373 | $1.37M | 0.1% | +1.2% | 0.043% | |
2/3/2021 | Kistler Tiffany Companies LLC | 862 | $0.10M | 0.0% | +80.3% | 0.003% | |
2/2/2021 | Evolution Wealth Advisors LLC | 2,625 | $0.32M | 0.1% | -32.2% | 0.010% | |
2/2/2021 | Callan Capital LLC | 60,973 | $7.33M | 1.5% | -3.8% | 0.230% | |
2/2/2021 | Koshinski Asset Management Inc. | 11,925 | $0.51M | 0.1% | N/A | 0.045% | |
2/2/2021 | Royal Fund Management LLC | 35,015 | $4.21M | 0.9% | +107.2% | 0.132% | |
2/2/2021 | RBA Wealth Management LLC | 5,115 | $0.62M | 0.4% | +4.7% | 0.019% | |
2/1/2021 | Institute for Wealth Management LLC. | 5,992 | $0.72M | 0.1% | -5.1% | 0.023% | |
1/30/2021 | Fiduciary Trust Co. | 58,788 | $7.07M | 0.1% | +77.9% | 0.222% | |
1/29/2021 | USA Financial Portformulas Corp | 1,454 | $0.18M | 0.1% | N/A | 0.005% | |
1/29/2021 | Stratos Wealth Partners LTD. | 40,438 | $4.86M | 0.1% | -1.0% | 0.152% | |
1/29/2021 | Dumont & Blake Investment Advisors LLC | 23,703 | $2.85M | 1.0% | -3.8% | 0.089% | |
1/29/2021 | Condor Capital Management | 4,042 | $0.49M | 0.1% | +4.9% | 0.015% | |
1/28/2021 | Dowling & Yahnke LLC | 62,643 | $7.53M | 0.5% | -4.7% | 0.236% | |
1/28/2021 | Birchcreek Wealth Management LLC | 959 | $0.12M | 0.1% | N/A | 0.004% | |
1/27/2021 | Country Club Trust Company n.a. | 4,760 | $0.57M | 0.1% | -12.8% | 0.018% | |
1/27/2021 | 180 Wealth Advisors LLC | 3,885 | $0.47M | 0.1% | +7.8% | 0.015% | |
1/27/2021 | Beacon Capital Management Inc. | 1,501,933 | $180.53M | 7.9% | -0.9% | 5.664% | |
1/27/2021 | CWM LLC | 258 | $31K | 0.0% | -98.1% | 0.001% | |
1/27/2021 | Ingalls & Snyder LLC | 2,195 | $0.26M | 0.0% | +4.8% | 0.008% | |