3/23/2023 | Prostatis Group LLC | 98,453 | $98K | 0.1% | N/A | 0.338% | |
3/22/2023 | Campion Asset Management | 12,460 | $1.03M | 1.0% | -35.4% | 0.043% | |
3/6/2023 | Rockefeller Capital Management L.P. | 36,729 | $3.02M | 0.0% | -4.2% | 0.126% | |
3/1/2023 | Lakewood Asset Management LLC | 485 | $40K | 0.0% | N/A | 0.002% | |
2/24/2023 | Athena Investment Management | 4,508 | $0.37M | 0.3% | N/A | 0.015% | |
2/23/2023 | Tandem Wealth Advisors LLC | 17,630 | $1.45M | 0.9% | N/A | 0.061% | |
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2/22/2023 | CVA Family Office LLC | 11,117 | $0.91M | 0.2% | -20.0% | 0.038% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 6,740 | $0.55M | 0.0% | -4.1% | 0.023% | |
2/17/2023 | Truist Financial Corp | 87,019 | $7.16M | 0.0% | +33.9% | 0.299% | |
2/17/2023 | Maltin Wealth Management Inc. | 3,204 | $0.26M | 0.2% | N/A | 0.011% | |
2/16/2023 | Personal Capital Advisors Corp | 241,600 | $19.87M | 0.1% | +17.7% | 0.830% | |
2/16/2023 | Wellington Shields Capital Management LLC | 3,627 | $0.30M | 0.0% | N/A | 0.012% | |
2/16/2023 | Harbour Investments Inc. | 12,283 | $1.01M | 0.1% | +43.3% | 0.042% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 1,147 | $94K | 0.0% | -70.3% | 0.004% | |
2/15/2023 | CI Private Wealth LLC | 68,539 | $5.64M | 0.0% | N/A | 0.235% | |
2/15/2023 | Atlas Capital Advisors LLC | 26,553 | $2.18M | 0.4% | -3.4% | 0.091% | |
2/15/2023 | Captrust Financial Advisors | 107,340 | $8.83M | 0.0% | -10.1% | 0.369% | |
2/15/2023 | IHT Wealth Management LLC | 9,472 | $0.78M | 0.0% | +3.8% | 0.033% | |
2/15/2023 | Howe & Rusling Inc. | 382 | $31K | 0.0% | N/A | 0.001% | |
2/15/2023 | Bragg Financial Advisors Inc | 3,029 | $0.25M | 0.0% | -6.8% | 0.010% | |
2/15/2023 | Swmg LLC | 3,113 | $0.26M | 0.2% | +12.0% | 0.011% | |
2/15/2023 | Laidlaw Wealth Management LLC | 14,038 | $1.16M | 0.2% | N/A | 0.048% | |
2/15/2023 | Money Concepts Capital Corp | 652 | $54K | 0.0% | +200.5% | 0.002% | |
2/15/2023 | Morgan Stanley | 996,750 | $81.98M | 0.0% | -3.4% | 3.423% | |
2/15/2023 | Mariner LLC | 27,023 | $2.22M | 0.0% | +815.4% | 0.093% | |
2/15/2023 | First Manhattan Co. | 310 | $25K | 0.0% | -72.5% | 0.001% | |
2/15/2023 | Caisse DE Depot ET Placement DU Quebec | 528,000 | $43.43M | 0.1% | -0.4% | 1.813% | |
2/14/2023 | Cetera Investment Advisers | 2,767 | $0.23M | 0.0% | N/A | 0.010% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 488 | $40K | 0.0% | -64.5% | 0.002% | |
2/14/2023 | Two Sigma Investments LP | 12,800 | $1.05M | 0.0% | +120.7% | 0.044% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 2,266 | $0.19M | 0.1% | N/A | 0.008% | |
2/13/2023 | First Republic Investment Management Inc. | 138,421 | $11.39M | 0.0% | +78.0% | 0.475% | |
2/13/2023 | Deutsche Bank AG | 2,080 | $0.17M | 0.0% | +1,055.6% | 0.007% | |
2/13/2023 | Brown Advisory Inc. | 3,131 | $0.26M | 0.0% | N/A | 0.011% | |
2/13/2023 | Johnson Financial Group Inc. | 18,852 | $1.55M | 0.1% | +1,276.1% | 0.065% | |
2/13/2023 | Callan Capital LLC | 60,566 | $4.98M | 0.6% | -8.2% | 0.208% | |
2/13/2023 | Baird Financial Group Inc. | 59,609 | $4.90M | 0.0% | +0.2% | 0.205% | |
2/13/2023 | BOKF NA | 13,309 | $1.10M | 0.0% | N/A | 0.046% | |
2/13/2023 | Integrated Wealth Concepts LLC | 13,687 | $1.13M | 0.0% | -12.2% | 0.047% | |
2/13/2023 | Advisors Capital Management LLC | 11,982 | $0.99M | 0.0% | +2.1% | 0.041% | |
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2/13/2023 | Wells Fargo & Company MN | 493,071 | $40.56M | 0.0% | -22.0% | 1.693% | |
2/13/2023 | Renaissance Technologies LLC | 24,500 | $2.02M | 0.0% | N/A | 0.084% | |
2/13/2023 | Tanglewood Legacy Advisors LLC | 730 | $60K | 0.0% | N/A | 0.003% | |
2/13/2023 | TAGStone Capital Inc. | 5,293 | $0.44M | 0.4% | N/A | 0.018% | |
2/13/2023 | JPMorgan Chase & Co. | 2,886,763 | $237.44M | 0.0% | -15.4% | 9.913% | |
2/13/2023 | M&T Bank Corp | 110,747 | $10.57M | 0.0% | -22.5% | 0.380% | |
2/10/2023 | Bank of America Corp DE | 2,572,412 | $211.58M | 0.0% | +47.0% | 8.834% | |
2/10/2023 | Creative Planning | 5,215 | $0.43M | 0.0% | +27.2% | 0.018% | |
2/10/2023 | Morningstar Investment Services LLC | 331,744 | $27.98M | 0.4% | +67.6% | 1.139% | |
2/10/2023 | First Horizon Advisors Inc. | 702 | $58K | 0.0% | -35.3% | 0.002% | |
2/10/2023 | Checchi Capital Advisers LLC | 4,400 | $0.36M | 0.0% | -80.5% | 0.015% | |
2/10/2023 | Bryn Mawr Capital Management LLC | 3,265 | $0.27M | 0.0% | N/A | 0.011% | |
2/10/2023 | CoreCap Advisors LLC | 620 | $51K | 0.0% | N/A | 0.002% | |
2/10/2023 | Advisor Group Holdings Inc. | 64,576 | $5.31M | 0.0% | +6.8% | 0.222% | |
2/10/2023 | Sandy Spring Bank | 6,267 | $0.52M | 0.0% | -2.0% | 0.022% | |
2/10/2023 | PNC Financial Services Group Inc. | 64,795 | $5.33M | 0.0% | +2.3% | 0.223% | |
2/10/2023 | Blair William & Co. IL | 25,692 | $2.11M | 0.0% | +590.3% | 0.088% | |
2/9/2023 | Chevy Chase Trust Holdings LLC | 3,217 | $0.27M | 0.0% | N/A | 0.011% | |
2/9/2023 | Gilbert & Cook Inc. | 5,024 | $0.41M | 0.1% | +49.3% | 0.017% | |
2/9/2023 | Horizon Bancorp Inc. IN | 2,926 | $0.24M | 0.1% | N/A | 0.010% | |
2/9/2023 | Scotia Capital Inc. | 19,586 | $1.61M | 0.0% | +1.8% | 0.067% | |
2/9/2023 | Tocqueville Asset Management L.P. | 13,643 | $1.12M | 0.0% | N/A | 0.047% | |
2/9/2023 | Warner Financial Inc. | 2,926 | $0.24M | 0.2% | +15.7% | 0.010% | |
2/9/2023 | Crown Wealth Group LLC | 30,513 | $2.51M | 2.4% | N/A | 0.105% | |
2/9/2023 | MAI Capital Management | 3,230 | $0.27M | 0.0% | +27.2% | 0.011% | |
2/9/2023 | Citigroup Inc. | 22,422 | $1.84M | 0.0% | +1.0% | 0.077% | |
2/9/2023 | Dorsey & Whitney Trust CO LLC | 15,282 | $1.26M | 0.1% | -36.0% | 0.052% | |
2/9/2023 | HighTower Advisors LLC | 62,786 | $5.16M | 0.0% | -10.0% | 0.216% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 6,970 | $0.57M | 0.0% | +9.6% | 0.024% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 273,968 | $22.53M | 0.0% | -13.2% | 0.941% | |
2/8/2023 | Raymond James & Associates | 100,150 | $8.24M | 0.0% | +25.9% | 0.344% | |
2/8/2023 | UBS Group AG | 961,909 | $79.12M | 0.0% | +15.6% | 3.303% | |
2/8/2023 | Simmons Bank | 8,578 | $0.71M | 0.1% | -2.8% | 0.029% | |
2/8/2023 | Prospera Financial Services Inc | 5,000 | $0.41M | 0.0% | +3.6% | 0.017% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 3,057 | $0.25M | 0.0% | N/A | 0.010% | |
2/8/2023 | Thrivent Financial for Lutherans | 4,678 | $0.39M | 0.0% | -26.2% | 0.016% | |
2/8/2023 | Glenview Trust Co | 5,515 | $0.45M | 0.0% | -33.8% | 0.019% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,569 | $1.12M | 0.0% | +31.3% | 0.047% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,545 | $0.21M | 0.0% | N/A | 0.009% | |
2/8/2023 | Oppenheimer & Co. Inc. | 4,189 | $0.35M | 0.0% | -26.2% | 0.014% | |
2/8/2023 | Commonwealth Retirement Investments LLC | 7,885 | $0.65M | 0.4% | N/A | 0.027% | |
2/8/2023 | Prestige Wealth Management Group LLC | 1,960 | $0.16M | 0.0% | N/A | 0.007% | |
2/7/2023 | Commonwealth Equity Services LLC | 27,032 | $2.22M | 0.0% | +21.4% | 0.093% | |
2/7/2023 | Evolution Wealth Advisors LLC | 3,773 | $0.31M | 0.1% | -38.9% | 0.013% | |
2/7/2023 | LPL Financial LLC | 150,279 | $12.36M | 0.0% | -38.4% | 0.516% | |
2/7/2023 | Centered Wealth LLC dba Miller Equity Capital Advisors | 31,410 | $2.58M | 1.7% | +0.6% | 0.108% | |
2/7/2023 | IFP Advisors Inc | 1,764 | $0.15M | 0.0% | +139.3% | 0.006% | |
2/7/2023 | Envestnet Asset Management Inc. | 180,202 | $14.82M | 0.0% | +116.8% | 0.619% | |
2/7/2023 | Country Club Bank GFN | 16,221 | $1.33M | 0.1% | +150.4% | 0.056% | |
2/6/2023 | Park National Corp OH | 104,290 | $8.58M | 0.4% | N/A | 0.358% | |
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2/6/2023 | One Charles Private Wealth Services LLC | 3,450 | $0.28M | 0.2% | +4.1% | 0.012% | |
2/6/2023 | Full Sail Capital LLC | 233,938 | $19.24M | 1.8% | -1.3% | 0.803% | |
2/6/2023 | Brandywine Oak Private Wealth LLC | 14,304 | $1.18M | 0.1% | -22.8% | 0.049% | |
2/6/2023 | Parsec Financial Management Inc. | 4,758 | $0.39M | 0.0% | -13.9% | 0.016% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 376 | $31K | 0.0% | N/A | 0.001% | |
2/3/2023 | Advisors Management Group Inc. ADV | 3,156 | $0.26M | 0.1% | +17.5% | 0.011% | |
2/3/2023 | D.A. Davidson & CO. | 7,366 | $0.61M | 0.0% | -12.5% | 0.025% | |
2/3/2023 | CX Institutional | 16,195 | $1.33M | 0.1% | N/A | 0.056% | |
2/3/2023 | Spire Wealth Management | 846 | $70K | 0.0% | -13.5% | 0.003% | |
2/2/2023 | Bailard Inc. | 23,313 | $1.92M | 0.1% | +23.0% | 0.080% | |