4/30/2025 | Financial Gravity Asset Management Inc. | 219 | $29K | 0.0% | N/A | 0.001% | |
4/29/2025 | Strategic Blueprint LLC | 2,273 | $299K | 0.0% | N/A | 0.014% | |
4/24/2025 | Oakworth Capital Inc. | 201,332 | $26.52M | 1.8% | +4.2% | 1.266% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 24,232 | $3.19M | 0.2% | N/A | 0.152% | |
4/23/2025 | Bessemer Group Inc. | 512,442 | $67.49M | 0.1% | +2.5% | 3.223% | |
4/22/2025 | Appleton Partners Inc. MA | 10,412 | $1.37M | 0.1% | -2.9% | 0.065% | |
4/21/2025 | ORG Wealth Partners LLC | 9,267 | $1.23M | 0.4% | N/A | 0.058% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,296 | $961K | 0.0% | +20.2% | 0.042% | |
4/17/2025 | North Star Investment Management Corp. | 596 | $79K | 0.0% | +45.4% | 0.003% | |
4/15/2025 | SG Americas Securities LLC | 31,839 | $4.19M | 0.0% | +24.0% | 0.181% | |
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4/14/2025 | Farther Finance Advisors LLC | 1,075 | $142K | 0.0% | -89.7% | 0.006% | |
4/9/2025 | Harbor Investment Advisory LLC | 800 | $105K | 0.0% | -27.3% | 0.005% | |
4/9/2025 | NBC Securities Inc. | 232 | $30K | 0.0% | N/A | 0.001% | |
4/8/2025 | Lowe Wealth Advisors LLC | 1,256 | $165K | 0.1% | +12.4% | 0.007% | |
4/7/2025 | AdvisorNet Financial Inc | 1,445 | $190K | 0.0% | -22.1% | 0.008% | |
4/1/2025 | Modus Advisors LLC | 43,344 | $5.71M | 1.9% | -1.8% | 0.272% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,974 | $261K | 0.2% | N/A | 0.012% | |
2/17/2025 | BOKF NA | 200 | $28K | 0.0% | -42.9% | 0.001% | |
2/17/2025 | Captrust Financial Advisors | 5,474 | $725K | 0.0% | -5.0% | 0.021% | |
2/17/2025 | Cary Street Partners Financial LLC | 11,038 | $1.46M | 0.0% | N/A | 0.043% | |
2/17/2025 | Baird Financial Group Inc. | 14,433 | $1.91M | 0.0% | +111.0% | 0.057% | |
2/17/2025 | Ameriprise Financial Inc. | 20,812 | $2.76M | 0.0% | -59.0% | 0.082% | |
2/13/2025 | Marshall Wace LLP | 39,500 | $5.23M | 0.0% | +489.6% | 0.155% | |
2/13/2025 | Anchor Investment Management LLC | 331 | $44K | 0.0% | +30.3% | 0.001% | |
2/13/2025 | Rossby Financial LCC | 2,605 | $345K | 0.2% | N/A | 0.010% | |
2/13/2025 | Bessemer Group Inc. | 499,702 | $66.14M | 0.1% | -23.5% | 1.960% | |
2/12/2025 | Summit Financial LLC | 1,545 | $205K | 0.0% | N/A | 0.006% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,067 | $141K | 0.0% | N/A | 0.004% | |
2/12/2025 | JPMorgan Chase & Co. | 45,875 | $6.07M | 0.0% | -93.6% | 0.180% | |
2/10/2025 | Wellington Shields Capital Management LLC | 9,190 | $1.22M | 0.1% | -41.4% | 0.036% | |
2/10/2025 | Farther Finance Advisors LLC | 10,465 | $1.39M | 0.1% | +882.6% | 0.041% | |
2/10/2025 | Hollencrest Capital Management | 280 | $37K | 0.0% | -92.6% | 0.001% | |
2/7/2025 | SPX Gestao de Recursos Ltda | 65,970 | $8.73M | 1.3% | N/A | 0.259% | |
2/7/2025 | Fairfield Financial Advisors LTD | 220 | $29K | 0.0% | -57.0% | 0.001% | |
2/6/2025 | Jones Financial Companies Lllp | 6,932 | $918K | 0.0% | +309.5% | 0.027% | |
2/5/2025 | Connable Office Inc. | 75,178 | $9.95M | 1.0% | -36.4% | 0.295% | |
2/5/2025 | Providence First Trust Co | 360 | $48K | 0.0% | N/A | 0.001% | |
2/5/2025 | Fisher Asset Management LLC | 11,883 | $1.57M | 0.0% | -11.3% | 0.047% | |
2/3/2025 | Transcend Capital Advisors LLC | 6,122 | $810K | 0.1% | +19.6% | 0.024% | |
1/31/2025 | Valley Wealth Managers Inc. | 56,851 | $7.53M | 0.6% | +69.1% | 0.223% | |
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1/28/2025 | Appleton Partners Inc. MA | 10,722 | $1.42M | 0.1% | -15.3% | 0.042% | |
1/27/2025 | Oakworth Capital Inc. | 193,306 | $25.59M | 1.8% | -0.7% | 0.758% | |
1/17/2025 | Janney Montgomery Scott LLC | 6,071 | $804K | 0.0% | -61.4% | 0.024% | |
1/17/2025 | SG Americas Securities LLC | 25,671 | $3.40M | 0.0% | -37.8% | 0.101% | |
1/16/2025 | Harbor Investment Advisory LLC | 1,100 | $146K | 0.0% | -38.9% | 0.004% | |
1/15/2025 | Arkadios Wealth Advisors | 7,657 | $1.01M | 0.1% | -1.0% | 0.030% | |
1/13/2025 | AdvisorNet Financial Inc | 1,855 | $246K | 0.0% | +42.1% | 0.007% | |
1/10/2025 | ORG Partners LLC | 8,772 | $1.17M | 0.2% | +14.2% | 0.034% | |
1/3/2025 | Modus Advisors LLC | 44,142 | $5.84M | 1.8% | -2.2% | 0.173% | |
12/26/2024 | JPMorgan Chase & Co. | 719,268 | $94.60M | 0.0% | +17.2% | 2.821% | |
11/21/2024 | Anchor Investment Management LLC | 254 | $33K | 0.0% | N/A | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 366,925 | $48.26M | 0.1% | +24.0% | 1.439% | |
11/15/2024 | FSA Wealth Management LLC | 701 | $92K | 0.0% | N/A | 0.003% | |
11/14/2024 | Flow Traders U.S. LLC | 26,277 | $3.46M | 0.2% | N/A | 0.103% | |
11/14/2024 | Captrust Financial Advisors | 5,762 | $758K | 0.0% | -2.0% | 0.023% | |
11/13/2024 | Quantbot Technologies LP | 18,577 | $2.44M | 0.1% | +15.6% | 0.073% | |
11/13/2024 | Fisher Asset Management LLC | 13,400 | $1.76M | 0.0% | +5.0% | 0.053% | |
11/8/2024 | Avior Wealth Management LLC | 214 | $28K | 0.0% | -79.7% | 0.001% | |
11/6/2024 | Valley Wealth Managers Inc. | 33,620 | $4.42M | 0.3% | -2.5% | 0.132% | |
11/6/2024 | Connable Office Inc. | 118,154 | $15.54M | 1.6% | +1.3% | 0.463% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 1,577 | $207K | 0.0% | -32.0% | 0.006% | |
10/29/2024 | Janney Montgomery Scott LLC | 15,723 | $2.07M | 0.0% | +22.1% | 0.062% | |
10/29/2024 | Farther Finance Advisors LLC | 1,065 | $140K | 0.0% | -25.4% | 0.004% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 300 | $39K | 0.0% | +500.0% | 0.001% | |
10/24/2024 | Arkadios Wealth Advisors | 7,733 | $1.02M | 0.1% | -3.0% | 0.030% | |
10/21/2024 | Oakworth Capital Inc. | 194,602 | $25.59M | 1.8% | -1.3% | 0.763% | |
10/11/2024 | ORG Partners LLC | 7,680 | $1.01M | 0.2% | +3.9% | 0.030% | |
10/10/2024 | Avondale Wealth Management | 327 | $43K | 0.0% | -46.9% | 0.001% | |
10/9/2024 | Modus Advisors LLC | 45,140 | $5.94M | 2.0% | +0.2% | 0.177% | |
10/3/2024 | SG Americas Securities LLC | 41,281 | $5.43M | 0.0% | +233.4% | 0.162% | |
10/1/2024 | Appleton Partners Inc. MA | 12,662 | $1.67M | 0.1% | -5.5% | 0.050% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 200 | $29K | 0.0% | N/A | 0.001% | |
8/26/2024 | SPX Gestao de Recursos Ltda | 171,674 | $24.97M | 3.7% | N/A | 0.673% | |
8/16/2024 | Sunbelt Securities Inc. | 1,323 | $192K | 0.0% | +13.1% | 0.005% | |
8/15/2024 | Toronto Dominion Bank | 295,809 | $43.03M | 0.1% | -4.0% | 1.160% | |
8/9/2024 | Fairfield Financial Advisors LTD | 553 | $80K | 0.0% | N/A | 0.002% | |
8/8/2024 | Valley Wealth Managers Inc. | 34,473 | $5.02M | 0.4% | -12.7% | 0.135% | |
8/7/2024 | Connable Office Inc. | 116,611 | $16.96M | 1.8% | +4.4% | 0.457% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 637 | $93K | 0.0% | N/A | 0.002% | |
8/1/2024 | Game Plan Financial Advisors LLC | 175 | $25K | 0.0% | N/A | 0.001% | |
8/1/2024 | Summit Financial LLC | 1,448 | $211K | 0.0% | N/A | 0.006% | |
7/31/2024 | Van ECK Associates Corp | 219 | $33K | 0.0% | -99.2% | 0.001% | |
7/31/2024 | Rothschild Investment LLC | 253 | $37K | 0.0% | N/A | 0.001% | |
7/29/2024 | Hudson Value Partners LLC | 8,010 | $1.17M | 0.5% | N/A | 0.031% | |
7/29/2024 | Arkadios Wealth Advisors | 7,971 | $1.16M | 0.1% | N/A | 0.031% | |
7/19/2024 | Oakworth Capital Inc. | 197,098 | $28.67M | 2.1% | -1.3% | 0.773% | |
7/16/2024 | ORG Partners LLC | 7,395 | $1.08M | 0.1% | N/A | 0.029% | |
7/12/2024 | SG Americas Securities LLC | 12,380 | $1.80M | 0.0% | -15.4% | 0.049% | |
7/10/2024 | Westwind Capital | 42,552 | $6.19M | 1.4% | +519.7% | 0.167% | |
7/9/2024 | Lowe Wealth Advisors LLC | 1,077 | $157K | 0.1% | -21.1% | 0.004% | |
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7/2/2024 | Appleton Partners Inc. MA | 13,393 | $1.95M | 0.2% | -8.5% | 0.053% | |
5/17/2024 | Comerica Bank | 1,461 | $226K | 0.0% | -57.3% | 0.006% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 311,980 | $48.34M | 0.3% | -0.1% | 1.223% | |
5/15/2024 | Transcendent Capital Group LLC | 11,557 | $1.79M | 1.0% | +7,356.1% | 0.045% | |
5/14/2024 | Toronto Dominion Bank | 308,072 | $47.73M | 0.1% | +41.8% | 1.208% | |
5/14/2024 | OLD Mission Capital LLC | 46,502 | $7.21M | 0.1% | N/A | 0.182% | |
5/14/2024 | InterOcean Capital Group LLC | 3,722 | $577K | 0.0% | -2.3% | 0.015% | |
5/7/2024 | SG Americas Securities LLC | 14,635 | $2.27M | 0.0% | N/A | 0.057% | |
5/6/2024 | Quantbot Technologies LP | 7,474 | $1.16M | 0.1% | +7.8% | 0.029% | |
5/4/2024 | Valley Wealth Managers Inc. | 39,482 | $6.12M | 0.5% | -0.9% | 0.155% | |