5/31/2023 | Coastline Trust Co | 23,610 | $0.52M | 0.1% | -59.3% | 0.033% | |
5/23/2023 | Old North State Trust LLC | 487 | $0.26M | 0.2% | -96.0% | 0.001% | |
5/22/2023 | Ameriprise Financial Inc. | 479,711 | $10.61M | 0.0% | +0.3% | 0.668% | |
5/22/2023 | Westover Capital Advisors LLC | 362,836 | $8.04M | 3.0% | +4.8% | 0.505% | |
5/18/2023 | HNP Capital LLC | 45,881 | $1.02M | 0.3% | -8.2% | 0.064% | |
5/18/2023 | JPMorgan Chase & Co. | 2,573,615 | $57.01M | 0.0% | -10.1% | 3.584% | |
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5/17/2023 | B. Riley Wealth Advisors Inc. | 29,577 | $0.66M | 0.0% | +4.3% | 0.041% | |
5/17/2023 | Advisory Services Network LLC | 41,223 | $0.91M | 0.0% | +58.4% | 0.057% | |
5/17/2023 | Rockefeller Capital Management L.P. | 124,094 | $2.75M | 0.0% | +16.9% | 0.173% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 99,122 | $2.20M | 0.0% | -44.9% | 0.138% | |
5/16/2023 | Colony Group LLC | 15,005 | $0.33M | 0.0% | -60.0% | 0.021% | |
5/16/2023 | Jane Street Group LLC | 350,407 | $7.76M | 0.0% | +75.3% | 0.488% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 60,198 | $1.33M | 0.0% | -13.6% | 0.084% | |
5/16/2023 | First Horizon Advisors Inc. | 75,461 | $1.67M | 0.1% | -59.1% | 0.105% | |
5/15/2023 | Palouse Capital Management Inc. | 30,845 | $0.68M | 0.5% | +8.6% | 0.043% | |
5/15/2023 | Equitable Holdings Inc. | 71,980 | $1.59M | 0.0% | -11.9% | 0.100% | |
5/15/2023 | Cetera Investment Advisers | 65,905 | $1.46M | 0.0% | +3.6% | 0.092% | |
5/15/2023 | Stephens Inc. AR | 1,457,491 | $32.28M | 0.6% | -11.3% | 2.030% | |
5/12/2023 | Renaissance Technologies LLC | 240,900 | $5.34M | 0.0% | +83.2% | 0.336% | |
5/12/2023 | Stifel Financial Corp | 33,633 | $0.75M | 0.0% | -3.1% | 0.047% | |
5/12/2023 | MML Investors Services LLC | 161,790 | $3.58M | 0.0% | -0.3% | 0.225% | |
5/12/2023 | Bank of America Corp DE | 3,701,406 | $81.99M | 0.0% | -2.3% | 5.155% | |
5/12/2023 | Franklin Resources Inc. | 17,100 | $0.38M | 0.0% | N/A | 0.024% | |
5/12/2023 | Retirement Group LLC | 7,681 | $0.17M | 0.1% | -12.4% | 0.011% | |
5/12/2023 | UBS Group AG | 2,583,425 | $57.22M | 0.0% | +0.9% | 3.598% | |
5/12/2023 | FCA Corp TX | 102,178 | $2.26M | 0.8% | +9.6% | 0.142% | |
5/12/2023 | NewEdge Advisors LLC | 3,010 | $67K | 0.0% | -91.2% | 0.004% | |
5/12/2023 | Tradition Wealth Management LLC | 72,530 | $1.61M | 0.2% | +0.8% | 0.101% | |
5/12/2023 | HighTower Advisors LLC | 168,427 | $3.73M | 0.0% | -1.8% | 0.235% | |
5/11/2023 | Consolidated Portfolio Review Corp | 10,400 | $0.23M | 0.1% | N/A | 0.014% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 112,807 | $2.50M | 0.0% | +15.3% | 0.157% | |
5/11/2023 | Envestnet Asset Management Inc. | 641,377 | $14.21M | 0.0% | +6.5% | 0.893% | |
5/11/2023 | Barrett & Company Inc. | 2,722 | $60K | 0.0% | N/A | 0.004% | |
5/11/2023 | Commonwealth Equity Services LLC | 134,451 | $2.98M | 0.0% | -2.6% | 0.187% | |
5/11/2023 | Citigroup Inc. | 169,875 | $3.76M | 0.0% | +10.9% | 0.237% | |
5/11/2023 | Cooper Financial Group | 47,872 | $1.06M | 0.3% | +31.9% | 0.067% | |
5/10/2023 | Atria Investments Inc | 164,999 | $3.66M | 0.1% | -26.0% | 0.230% | |
5/10/2023 | Magnus Financial Group LLC | 13,185 | $0.29M | 0.0% | -37.7% | 0.018% | |
5/10/2023 | Oppenheimer & Co. Inc. | 31,115 | $0.69M | 0.0% | -2.5% | 0.043% | |
5/10/2023 | Private Advisor Group LLC | 75,909 | $1.68M | 0.0% | N/A | 0.106% | |
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5/10/2023 | L & S Advisors Inc | 12,936 | $0.29M | 0.0% | N/A | 0.018% | |
5/10/2023 | LPL Financial LLC | 544,804 | $12.07M | 0.0% | +10.4% | 0.759% | |
5/9/2023 | 1834 Investment Advisors Co. | 179,106 | $3.97M | 0.5% | -16.1% | 0.249% | |
5/9/2023 | Spectrum Asset Management Inc. | 425,058 | $9.42M | 7.3% | -53.0% | 0.592% | |
5/9/2023 | Bank of New York Mellon Corp | 147,106 | $3.26M | 0.0% | -1.3% | 0.205% | |
5/9/2023 | Stelac Advisory Services LLC | 90,457 | $2M | 0.9% | +49.0% | 0.126% | |
5/8/2023 | MGO One Seven LLC | 9,830 | $0.22M | 0.0% | -25.2% | 0.014% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 37,790 | $0.84M | 0.1% | -17.0% | 0.053% | |
5/8/2023 | NewEdge Wealth LLC | 152,646 | $3.38M | 0.1% | -19.9% | 0.213% | |
5/8/2023 | WealthShield Partners LLC | 23,778 | $0.53M | 0.1% | -2.5% | 0.033% | |
5/8/2023 | Wambolt & Associates LLC | 112,792 | $2.50M | 0.9% | +4.0% | 0.157% | |
5/5/2023 | Truist Financial Corp | 13,176 | $0.29M | 0.0% | -32.2% | 0.018% | |
5/5/2023 | Cottonwood Capital Advisors LLC | 231,795 | $5.13M | 4.7% | -0.9% | 0.323% | |
5/5/2023 | Transatlantique Private Wealth LLC | 10,267 | $0.23M | 0.1% | N/A | 0.014% | |
5/5/2023 | NTV Asset Management LLC | 95,055 | $2.11M | 0.4% | +1.1% | 0.132% | |
5/5/2023 | Pinnacle Associates Ltd. | 74,271 | $1.65M | 0.0% | -10.6% | 0.103% | |
5/4/2023 | Pinnacle Wealth Management Advisory Group LLC | 23,548 | $0.52M | 0.1% | -6.7% | 0.033% | |
5/4/2023 | Peddock Capital Advisors LLC | 25,655 | $0.57M | 0.2% | -12.4% | 0.036% | |
5/4/2023 | Vectors Research Management LLC | 46,014 | $1.02M | 0.3% | -8.2% | 0.064% | |
5/4/2023 | Advisors Capital Management LLC | 882,040 | $19.54M | 0.5% | +7.4% | 1.228% | |
5/4/2023 | Clear Harbor Asset Management LLC | 44,095 | $0.98M | 0.1% | +3.2% | 0.061% | |
5/4/2023 | Estate Counselors LLC | 26,280 | $0.58M | 0.1% | +3.5% | 0.037% | |
5/3/2023 | Hallmark Capital Management Inc. | 44,590 | $0.99M | 0.1% | -8.4% | 0.062% | |
5/2/2023 | Evolution Wealth Advisors LLC | 417,597 | $9.25M | 2.2% | -1.5% | 0.582% | |
5/2/2023 | AllSquare Wealth Management LLC | 15,700 | $0.35M | 0.2% | +14.6% | 0.022% | |
5/2/2023 | AFT Forsyth & Company Inc. | 39,658 | $0.88M | 0.7% | +5.2% | 0.055% | |
5/2/2023 | Advisory Alpha LLC | 1,558,385 | $34.52M | 2.2% | +4.2% | 2.170% | |
4/28/2023 | Avantax Advisory Services Inc. | 26,497 | $0.59M | 0.0% | +9.2% | 0.037% | |
4/28/2023 | LWS Wealth Advisors Inc. | 305,098 | $6.76M | 2.8% | +2.5% | 0.425% | |
4/28/2023 | Ameritas Advisory Services LLC | 54,076 | $1.21M | 0.1% | +1.4% | 0.075% | |
4/28/2023 | Janney Montgomery Scott LLC | 531,096 | $11.76M | 0.0% | +155.5% | 0.740% | |
4/28/2023 | Elmwood Wealth Management Inc. | 22,500 | $0.50M | 0.2% | -37.5% | 0.031% | |
4/28/2023 | SeaBridge Investment Advisors LLC | 138,809 | $3.08M | 1.1% | +2.9% | 0.193% | |
4/27/2023 | Northstar Group Inc. | 183,285 | $4.06M | 1.0% | -5.8% | 0.255% | |
4/27/2023 | Hazlett Burt & Watson Inc. | 19,711 | $0.44M | 0.4% | -9.4% | 0.027% | |
4/27/2023 | Benjamin Edwards Inc. | 31,973 | $0.71M | 0.2% | +4.2% | 0.045% | |
4/26/2023 | Walter & Keenan Wealth Management LLC IN ADV | 88,847 | $1.97M | 0.7% | -5.9% | 0.124% | |
4/26/2023 | Pinnacle Financial Partners Inc. | 146,648 | $3.25M | 0.1% | -58.3% | 0.204% | |
4/26/2023 | James Investment Research Inc. | 111,465 | $2.47M | 0.3% | -43.1% | 0.155% | |
4/25/2023 | Foundations Investment Advisors LLC | 87,661 | $1.94M | 0.1% | +7.7% | 0.122% | |
4/25/2023 | Geneos Wealth Management Inc. | 16,634 | $0.37M | 0.0% | -9.4% | 0.023% | |
4/25/2023 | D.A. Davidson & CO. | 31,099 | $0.69M | 0.0% | -1.8% | 0.043% | |
4/25/2023 | Seed Wealth Management Inc. | 202,657 | $4.49M | 5.1% | -1.1% | 0.282% | |
4/24/2023 | Duncker Streett & Co. Inc. | 138,570 | $3.07M | 0.7% | -1.3% | 0.193% | |
4/24/2023 | TCG Advisory Services LLC | 131,483 | $2.91M | 0.6% | -3.7% | 0.183% | |
4/24/2023 | Marion Wealth Management | 222,588 | $4.93M | 1.8% | -36.2% | 0.310% | |
4/21/2023 | Atwood & Palmer Inc. | 245,506 | $5.44M | 0.5% | -2.2% | 0.342% | |
4/21/2023 | Whittier Trust Co. of Nevada Inc. | 126,763 | $2.81M | 0.1% | -3.2% | 0.177% | |
4/21/2023 | Whittier Trust Co. | 414,724 | $9.18M | 0.2% | -11.2% | 0.578% | |
4/21/2023 | Capital Investment Advisory Services LLC | 39,291 | $0.87M | 0.1% | -2.4% | 0.055% | |
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4/21/2023 | Kovack Advisors Inc. | 12,210 | $0.27M | 0.0% | -24.7% | 0.017% | |
4/20/2023 | Camelot Portfolios LLC | 27,152 | $0.60M | 0.4% | +2.9% | 0.038% | |
4/20/2023 | Community Bank N.A. | 55,000 | $1.22M | 0.2% | -2.2% | 0.077% | |
4/20/2023 | Horizon Financial Services LLC | 158,322 | $3.51M | 3.0% | -2.7% | 0.221% | |
4/19/2023 | OLD National Bancorp IN | 56,651 | $1.26M | 0.0% | -1.9% | 0.079% | |
4/19/2023 | RPg Family Wealth Advisory LLC | 168,114 | $3.72M | 2.0% | +14.5% | 0.234% | |
4/18/2023 | Park Avenue Securities LLC | 29,712 | $0.66M | 0.0% | +4.4% | 0.041% | |
4/18/2023 | IFP Advisors Inc | 16,319 | $0.41M | 0.0% | -65.2% | 0.022% | |
4/18/2023 | Activest Wealth Management | 31,057 | $0.70M | 0.5% | -58.6% | 0.042% | |
4/17/2023 | Byrne Asset Management LLC | 131,363 | $2.91M | 2.1% | -15.8% | 0.179% | |