5/30/2024 | Cambridge Trust Co. | 4,253 | $347K | 0.0% | -40.0% | 0.002% | |
5/29/2024 | Soltis Investment Advisors LLC | 33,420 | $2.73M | 0.3% | +11.6% | 0.015% | |
5/24/2024 | Cetera Advisor Networks LLC | 178,904 | $14.61M | 0.1% | -2.1% | 0.082% | |
5/24/2024 | Cetera Advisors LLC | 127,857 | $10.44M | 0.1% | +13.2% | 0.058% | |
5/24/2024 | Cetera Investment Advisers | 461,297 | $37.67M | 0.1% | +142.2% | 0.211% | |
5/22/2024 | Orleans Capital Management Corp LA | 65,743 | $5.37M | 3.5% | +0.8% | 0.030% | |
|
5/21/2024 | Atria Investments Inc | 94,300 | $7.70M | 0.1% | +0.6% | 0.043% | |
5/20/2024 | Virtu Financial LLC | 50,552 | $4.13M | 0.3% | -48.2% | 0.023% | |
5/20/2024 | Continuum Wealth Advisors LLC | 69,795 | $5.70M | 3.2% | +13.3% | 0.032% | |
5/17/2024 | Advisory Resource Group | 16,917 | $1.38M | 0.3% | +11.2% | 0.008% | |
5/17/2024 | National Wealth Management Group LLC | 3,916 | $320K | 0.2% | -13.5% | 0.002% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 2,743 | $224K | 0.0% | N/A | 0.001% | |
5/17/2024 | Comerica Bank | 88,168 | $7.20M | 0.0% | +1.8% | 0.040% | |
5/17/2024 | SkyView Investment Advisors LLC | 31,251 | $2.55M | 0.5% | +6.9% | 0.014% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 16,542 | $1.35M | 0.3% | N/A | 0.008% | |
5/16/2024 | Global Financial Private Client LLC | 8,501 | $700K | 0.3% | +6.8% | 0.004% | |
5/16/2024 | Innova Wealth Partners | 63,492 | $5.19M | 4.0% | -2.4% | 0.029% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 47,828 | $3.91M | 0.1% | +135.6% | 0.022% | |
5/16/2024 | IronBridge Private Wealth LLC | 48,184 | $3.94M | 1.6% | +3.1% | 0.022% | |
5/16/2024 | Kraft Davis & Associates LLC | 2,826 | $231K | 0.1% | -7.9% | 0.001% | |
5/15/2024 | Ascent Group LLC | 12,731 | $1.04M | 0.1% | -2.9% | 0.006% | |
5/15/2024 | SVB Wealth LLC | 10,657 | $870K | 0.0% | -26.2% | 0.005% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 42,073 | $3.44M | 0.3% | +3.1% | 0.019% | |
5/15/2024 | Talisman Wealth Advisors LLC | 5,024 | $410K | 0.5% | -2.6% | 0.002% | |
5/15/2024 | Alpine Global Management LLC | 16,700 | $1.36M | 0.3% | N/A | 0.008% | |
5/15/2024 | 1832 Asset Management L.P. | 335,924 | $27.43M | 0.0% | -57.6% | 0.153% | |
5/14/2024 | Main Management Fund Advisors LLC | 623,500 | $50.92M | 10.4% | +11.9% | 0.285% | |
5/14/2024 | Axxcess Wealth Management LLC | 21,963 | $1.79M | 0.0% | +72.8% | 0.010% | |
5/14/2024 | EP Wealth Advisors LLC | 114,387 | $9.34M | 0.1% | -8.4% | 0.052% | |
5/14/2024 | CreativeOne Wealth LLC | 21,735 | $1.78M | 0.1% | +481.6% | 0.010% | |
5/14/2024 | InterOcean Capital Group LLC | 172,107 | $14.05M | 0.3% | +1.0% | 0.079% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,476 | $284K | 0.1% | N/A | 0.002% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 8,036 | $656K | 0.0% | +24.1% | 0.004% | |
5/11/2024 | Beaumont Financial Advisors LLC | 27,043 | $2.21M | 0.2% | -12.8% | 0.012% | |
5/11/2024 | Ironwood Investment Counsel LLC | 7,460 | $609K | 0.1% | -6.6% | 0.003% | |
5/11/2024 | Jacobi Capital Management LLC | 10,568 | $863K | 0.1% | -4.7% | 0.005% | |
5/11/2024 | Patten & Patten Inc. TN | 24,125 | $1.97M | 0.1% | +5.4% | 0.011% | |
5/10/2024 | Osaic Holdings Inc. | 519,772 | $42.45M | 0.1% | -1.2% | 0.238% | |
5/10/2024 | TIAA Trust National Association | 98,101 | $8.01M | 0.0% | +682.6% | 0.045% | |
5/10/2024 | Cornerstone Advisors LLC | 29,300 | $2.39M | 0.1% | N/A | 0.013% | |
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5/10/2024 | Spirepoint Private Client LLC | 9,139 | $746K | 0.1% | N/A | 0.004% | |
5/10/2024 | Ciovacco Capital Management LLC | 52,696 | $4.30M | 2.9% | -1.1% | 0.024% | |
5/10/2024 | Mizuho Markets Americas LLC | 8,699 | $710K | 0.0% | N/A | 0.004% | |
5/10/2024 | Banco Santander S.A. | 42,754 | $3.49M | 0.0% | -13.8% | 0.020% | |
5/10/2024 | J.Safra Asset Management Corp | 696,671 | $56.89M | 6.4% | +5.4% | 0.318% | |
5/10/2024 | Nwam LLC | 31,185 | $2.54M | 0.2% | +21.7% | 0.014% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 10,918 | $892K | 0.1% | +2.7% | 0.005% | |
5/9/2024 | Orion Portfolio Solutions LLC | 123,423 | $10.08M | 0.1% | +5.7% | 0.056% | |
5/9/2024 | Blair William & Co. IL | 80,185 | $6.55M | 0.0% | +13.7% | 0.037% | |
5/9/2024 | Kingsview Wealth Management LLC | 342,825 | $28.00M | 0.7% | -16.2% | 0.157% | |
5/9/2024 | SageView Advisory Group LLC | 10,000 | $817K | 0.0% | +74.2% | 0.005% | |
5/9/2024 | Hudson Value Partners LLC | 6,778 | $553K | 0.2% | N/A | 0.003% | |
5/9/2024 | Dearborn Partners LLC | 12,369 | $1.01M | 0.0% | +23.5% | 0.006% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 7,999 | $653K | 0.1% | +6.4% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 2,974 | $243K | 0.0% | N/A | 0.001% | |
5/8/2024 | Private Wealth Advisors LLC | 29,523 | $2.41M | 1.0% | -7.8% | 0.013% | |
5/8/2024 | Avantax Advisory Services Inc. | 108,953 | $8.90M | 0.1% | +13.2% | 0.050% | |
5/8/2024 | Russell Investments Group Ltd. | 447 | $37K | 0.0% | N/A | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 11,801 | $964K | 0.0% | -2.6% | 0.005% | |
5/8/2024 | AMJ Financial Wealth Management | 4,759 | $389K | 0.1% | +3.8% | 0.002% | |
5/7/2024 | Verus Capital Partners LLC | 4,723 | $386K | 0.0% | +63.6% | 0.002% | |
5/7/2024 | Stonebrook Private Inc. | 3,310 | $270K | 0.1% | -22.3% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 78,556 | $6.42M | 0.3% | +0.7% | 0.036% | |
5/7/2024 | KCM Investment Advisors LLC | 636,477 | $51.98M | 1.9% | +3.6% | 0.291% | |
5/7/2024 | Nvwm LLC | 16,007 | $1.31M | 0.4% | +1,926.2% | 0.007% | |
5/7/2024 | Nelson Capital Management LLC | 25,154 | $2.05M | 0.4% | -0.7% | 0.011% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 241,907 | $19.75M | 0.3% | +135.0% | 0.111% | |
5/7/2024 | Oppenheimer & Co. Inc. | 70,321 | $5.74M | 0.1% | +2.8% | 0.032% | |
5/7/2024 | PFG Advisors | 97,065 | $7.93M | 0.6% | +471.9% | 0.044% | |
5/7/2024 | Guardian Asset Advisors LLC | 17,229 | $1.41M | 1.2% | +10.5% | 0.008% | |
5/7/2024 | Empowered Funds LLC | 94,439 | $7.71M | 0.1% | N/A | 0.043% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 55,509 | $4.53M | 0.0% | +3.9% | 0.025% | |
5/6/2024 | Leuthold Group LLC | 112,081 | $9.15M | 1.0% | +4.3% | 0.051% | |
5/6/2024 | Advisory Services Network LLC | 96,449 | $7.88M | 0.2% | -0.3% | 0.044% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 2,668 | $218K | 0.2% | N/A | 0.001% | |
5/6/2024 | Advisory Alpha LLC | 335,367 | $27.39M | 1.1% | -20.6% | 0.153% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,976 | $406K | 0.0% | +253.7% | 0.002% | |
5/4/2024 | Essex LLC | 47,213 | $3.86M | 0.9% | +3.6% | 0.022% | |
5/4/2024 | 9258 Wealth Management LLC | 14,192 | $1.16M | 0.2% | -3.7% | 0.006% | |
5/4/2024 | Valley Wealth Managers Inc. | 3,206 | $262K | 0.0% | -4.1% | 0.001% | |
5/4/2024 | Csenge Advisory Group | 17,056 | $1.39M | 0.1% | +27.7% | 0.008% | |
5/4/2024 | Richardson Financial Services Inc. | 11,675 | $953K | 0.7% | -7.4% | 0.005% | |
5/4/2024 | Capital Management Associates NY | 6,830 | $558K | 0.7% | +7.3% | 0.003% | |
5/3/2024 | MontVue Capital Management Inc. | 20,984 | $1.71M | 1.5% | -4.0% | 0.010% | |
5/3/2024 | Avidian Wealth Solutions LLC | 4,750 | $388K | 0.0% | +12.1% | 0.002% | |
5/3/2024 | Callan Capital LLC | 52,575 | $4.29M | 0.4% | -6.6% | 0.024% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 20,423 | $1.67M | 0.0% | -64.4% | 0.009% | |
5/3/2024 | Wellington Shields Capital Management LLC | 21,660 | $1.77M | 0.3% | +4.7% | 0.010% | |
5/3/2024 | United Community Bank | 509 | $42K | 0.0% | -74.6% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 169,496 | $13.84M | 0.4% | +10.8% | 0.077% | |
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5/2/2024 | Salomon & Ludwin LLC | 23,540 | $1.99M | 0.2% | +36.3% | 0.011% | |
5/2/2024 | RiverFront Investment Group LLC | 461,781 | $37.71M | 1.1% | +5.3% | 0.211% | |
5/2/2024 | Financial Counselors Inc. | 5,407 | $442K | 0.0% | +6.1% | 0.002% | |
5/2/2024 | Conservest Capital Advisors Inc. | 71,141 | $5.81M | 0.6% | +1.7% | 0.033% | |
5/2/2024 | Magnolia Capital Advisors LLC | 6,590 | $524K | 0.4% | +44.5% | 0.003% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 10,386 | $848K | 0.7% | N/A | 0.005% | |
5/2/2024 | Graypoint LLC | 204,767 | $16.72M | 1.2% | -6.5% | 0.094% | |
5/2/2024 | Thompson Davis & CO. Inc. | 2,911 | $238K | 0.2% | N/A | 0.001% | |
5/2/2024 | High Note Wealth LLC | 63,336 | $5.17M | 1.7% | -0.9% | 0.028% | |
5/1/2024 | 5th Street Advisors LLC | 45,654 | $3.73M | 2.1% | +32.8% | 0.020% | |