7/11/2025 | Petredis Investment Advisors LLC | 147,010 | $15.96M | 1.4% | +2.7% | 0.066% | |
7/11/2025 | TTP Investments Inc. | 52,657 | $5.72M | 1.9% | N/A | 0.024% | |
7/11/2025 | Farther Finance Advisors LLC | 12,325 | $1.34M | 0.0% | -32.7% | 0.006% | |
7/11/2025 | Silver Oak Securities Incorporated | 7,613 | $826K | 0.1% | -1.4% | 0.003% | |
7/11/2025 | CX Institutional | 67,570 | $7.33M | 0.3% | -2.2% | 0.030% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 22,832 | $2.48M | 0.7% | +2.3% | 0.010% | |
7/11/2025 | CMH Wealth Management LLC | 94,868 | $10.30M | 2.4% | +0.2% | 0.043% | |
7/11/2025 | Phillips Wealth Planners LLC | 11,369 | $1.21M | 1.1% | +3.3% | 0.005% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 197,318 | $21.42M | 1.9% | -0.3% | 0.088% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 150,314,204 | $16.31B | 2.2% | +634,190.7% | 67.360% | |
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7/11/2025 | Grove Bank & Trust | 267 | $29K | 0.0% | N/A | 0.000% | |
7/10/2025 | CWC Advisors LLC. | 15,229 | $1.65M | 0.9% | +2.8% | 0.007% | |
7/10/2025 | Brady Family Wealth LLC | 2,687 | $292K | 0.1% | -13.4% | 0.001% | |
7/10/2025 | Global Financial Private Client LLC | 12,868 | $1.40M | 0.5% | +12.2% | 0.006% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 60,652 | $6.58M | 0.8% | -25.3% | 0.027% | |
7/10/2025 | Contravisory Investment Management Inc. | 16,166 | $1.75M | 0.3% | +16.6% | 0.007% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 49,077 | $5.33M | 0.1% | +1.7% | 0.022% | |
7/10/2025 | Fulton Bank N.A. | 5,688 | $617K | 0.0% | -4.5% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 87,336 | $9.44M | 0.0% | -8.1% | 0.039% | |
7/10/2025 | Atticus Wealth Management LLC | 1,583 | $172K | 0.0% | +44.6% | 0.001% | |
7/10/2025 | Wedmont Private Capital | 9,203 | $985K | 0.0% | -7.1% | 0.004% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 34,345 | $3.73M | 1.2% | +2.9% | 0.015% | |
7/10/2025 | Focus Financial Network Inc. | 12,892 | $1.40M | 0.1% | +1.2% | 0.006% | |
7/10/2025 | Signal Advisors Wealth LLC | 75,751 | $8.22M | 0.6% | +132.8% | 0.034% | |
7/9/2025 | Central Valley Advisors LLC | 2,060 | $224K | 0.1% | N/A | 0.001% | |
7/9/2025 | Pines Wealth Management LLC | 8,511 | $920K | 0.3% | +3.3% | 0.004% | |
7/9/2025 | Biltmore Wealth Management LLC | 92,959 | $10.09M | 4.1% | -4.5% | 0.042% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 1,998 | $217K | 0.0% | N/A | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 34,098 | $3.70M | 0.1% | -29.6% | 0.015% | |
7/9/2025 | Mirador Capital Partners LP | 15,397 | $1.67M | 0.3% | -0.9% | 0.007% | |
7/9/2025 | Balefire LLC | 7,935 | $861K | 0.2% | N/A | 0.004% | |
7/9/2025 | Krilogy Financial LLC | 173,085 | $18.79M | 1.1% | +4.2% | 0.078% | |
7/9/2025 | Harbor Capital Advisors Inc. | 100,672 | $10.93M | 0.5% | -31.9% | 0.045% | |
7/9/2025 | Fragasso Financial Advisors Inc | 5,399 | $586K | 0.0% | +9.8% | 0.002% | |
7/9/2025 | Fiduciary Alliance LLC | 2,964 | $322K | 0.0% | N/A | 0.001% | |
7/9/2025 | Bank of New Hampshire | 1,811 | $197K | 0.0% | -30.1% | 0.001% | |
7/9/2025 | Byrne Asset Management LLC | 2,503 | $272K | 0.2% | +8.4% | 0.001% | |
7/9/2025 | Clarus Wealth Advisors | 21,631 | $2.31M | 1.1% | -18.7% | 0.010% | |
7/9/2025 | Reyes Financial Architecture Inc. | 41,524 | $4.51M | 3.9% | +15,748.9% | 0.019% | |
7/9/2025 | WealthCare Investment Partners LLC | 54,872 | $5.93M | 2.1% | -2.6% | 0.025% | |
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7/8/2025 | Range Financial Group LLC | 9,702 | $1.05M | 0.4% | N/A | 0.004% | |
7/8/2025 | IAM Advisory LLC | 24,016 | $2.61M | 0.6% | -0.4% | 0.011% | |
7/8/2025 | Juncture Wealth Strategies LLC | 2,086 | $226K | 0.1% | -43.4% | 0.001% | |
7/8/2025 | Northstar Advisory Group LLC | 21,334 | $2.32M | 1.1% | +140.2% | 0.010% | |
7/8/2025 | D. Scott Neal Inc. | 185,483 | $20.13M | 10.0% | +1.2% | 0.083% | |
7/8/2025 | RMR Wealth Builders | 3,197 | $347K | 0.0% | -3.4% | 0.001% | |
7/8/2025 | Boltwood Capital Management | 18,030 | $1.96M | 0.6% | +1.4% | 0.008% | |
7/8/2025 | Legacy Private Trust Co. | 7,955 | $863K | 0.1% | +271.6% | 0.004% | |
7/8/2025 | Moulton Wealth Management Inc. | 7,332 | $792K | 0.6% | -66.5% | 0.003% | |
7/7/2025 | Trust Co. of Oklahoma | 49,358 | $5.36M | 1.7% | +4.7% | 0.022% | |
7/7/2025 | Park Edge Advisors LLC | 19,203 | $2.08M | 0.5% | +24.1% | 0.009% | |
7/7/2025 | Insight Wealth Strategies LLC | 106,578 | $11.49M | 1.4% | N/A | 0.048% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,836 | $308K | 0.0% | +22.7% | 0.001% | |
7/7/2025 | RDA Financial Network | 3,640 | $395K | 0.1% | N/A | 0.002% | |
7/3/2025 | Sage Capital Advisors llc | 3,191 | $346K | 0.1% | -8.8% | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 19,055 | $2.07M | 0.3% | +20.2% | 0.009% | |
7/1/2025 | Harbor Investment Advisory LLC | 384 | $42K | 0.0% | +46.6% | 0.000% | |
7/1/2025 | Private Client Services LLC | 2,263 | $246K | 0.1% | N/A | 0.001% | |
6/17/2025 | Ridgepath Capital Management LLC | 9,871 | $952K | 0.5% | -56.7% | 0.005% | |
6/16/2025 | Peterson Wealth Management | 9,447 | $911K | 0.6% | +14.1% | 0.004% | |
6/3/2025 | Invst LLC | 5,024 | $485K | 0.1% | N/A | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 31,103 | $3M | 0.1% | +4.8% | 0.015% | |
5/28/2025 | Intrua Financial LLC | 24,021 | $2.32M | 0.3% | -1.0% | 0.011% | |
5/27/2025 | Jacobi Capital Management LLC | 9,174 | $885K | 0.1% | -3.0% | 0.004% | |
5/22/2025 | Rollins Financial Advisors LLC | 2,988 | $288K | 0.1% | +9.7% | 0.001% | |
5/21/2025 | McAdam LLC | 3,406 | $329K | 0.0% | +11.6% | 0.002% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 75,815 | $7.31M | 1.3% | +3.7% | 0.036% | |
5/20/2025 | Fortis Capital Advisors LLC | 14,943 | $1.44M | 0.3% | N/A | 0.007% | |
5/20/2025 | Belpointe Asset Management LLC | 22,308 | $2.15M | 0.1% | -74.7% | 0.010% | |
5/20/2025 | Focus Partners Wealth | 243,459 | $23.48M | 0.1% | -18.9% | 0.114% | |
5/20/2025 | Integrity Alliance LLC. | 6,706 | $647K | 0.0% | +145.6% | 0.003% | |
5/20/2025 | Glenview Trust co | 12,769 | $1.23M | 0.0% | -40.9% | 0.006% | |
5/20/2025 | Aspen Investment Management Inc | 3,350 | $323K | 0.1% | N/A | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 495,056 | $47.75M | 1.6% | +10.6% | 0.233% | |
5/19/2025 | SCS Capital Management LLC | 17,507 | $1.69M | 0.0% | N/A | 0.008% | |
5/16/2025 | Ascent Group LLC | 6,085 | $587K | 0.0% | -18.5% | 0.003% | |
5/16/2025 | Coppell Advisory Solutions LLC | 5,395 | $515K | 0.0% | -35.2% | 0.003% | |
5/16/2025 | Arete Wealth Advisors LLC | 11,728 | $1.13M | 0.1% | +54.1% | 0.006% | |
5/16/2025 | Everstar Asset Management LLC | 35,715 | $3.45M | 0.6% | +128.4% | 0.017% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 30,750 | $2.97M | 3.6% | N/A | 0.014% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 160,606 | $15.49M | 0.6% | +32.4% | 0.075% | |
5/16/2025 | Goldman Sachs Group Inc. | 903,167 | $87.11M | 0.0% | +36.0% | 0.405% | |
5/16/2025 | Talon Private Wealth LLC | 17,456 | $1.68M | 0.2% | -24.8% | 0.008% | |
5/16/2025 | Redwood Financial Network Corp | 19,845 | $1.91M | 1.5% | +3.3% | 0.009% | |
5/16/2025 | Pinnacle Family Advisors LLC | 9,699 | $935K | 0.5% | +29.6% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 155,188 | $14.97M | 0.1% | +2.7% | 0.073% | |
5/16/2025 | Millennium Management LLC | 133,607 | $12.89M | 0.0% | +3.9% | 0.063% | |
5/16/2025 | Integrated Wealth Concepts LLC | 80,322 | $7.75M | 0.1% | +4.6% | 0.038% | |
5/16/2025 | Concorde Asset Management LLC | 5,783 | $542K | 0.3% | +34.8% | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 6,854 | $661K | 0.0% | -30.4% | 0.003% | |
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5/16/2025 | 5th Street Advisors LLC | 50,825 | $4.90M | 2.4% | +9.6% | 0.024% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 26,904 | $2.60M | 0.4% | +55.0% | 0.013% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 34,712 | $3.35M | 0.0% | -2.9% | 0.016% | |
5/15/2025 | EP Wealth Advisors LLC | 118,514 | $11.43M | 0.1% | -10.9% | 0.056% | |
5/15/2025 | Ashton Thomas Securities LLC | 9,922 | $957K | 0.3% | -19.2% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 19,678 | $1.90M | 0.3% | +3.7% | 0.009% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 5,981 | $577K | 0.0% | -4.2% | 0.003% | |
5/15/2025 | Flputnam Investment Management Co. | 11,397 | $1.10M | 0.0% | -21.6% | 0.005% | |
5/15/2025 | Royal Bank of Canada | 1,631,873 | $157.40M | 0.0% | +29.5% | 0.767% | |
5/15/2025 | Alpine Global Management LLC | 47,146 | $4.55M | 1.2% | N/A | 0.022% | |