5/29/2024 | Clean Yield Group | 623,789 | $5.55M | 2.2% | -0.4% | 0.023% | |
5/24/2024 | Cetera Advisors LLC | 290,740 | $2.59M | 0.0% | +465.9% | 0.011% | |
5/24/2024 | Cetera Investment Advisers | 692,886 | $6.17M | 0.0% | +163.7% | 0.026% | |
5/21/2024 | Atria Investments Inc | 755,963 | $6.73M | 0.1% | +18.0% | 0.028% | |
5/20/2024 | Pacific Center for Financial Services | 9,199 | $82K | 0.0% | +17.4% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 39,364 | $350K | 0.0% | -3.5% | 0.001% | |
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5/16/2024 | Slagle Financial LLC | 10,520 | $94K | 0.1% | -51.7% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 52,092 | $494K | 0.0% | +67.7% | 0.002% | |
5/15/2024 | Whitebox Advisors LLC | 90,585 | $806K | 0.0% | +136.5% | 0.003% | |
5/15/2024 | SVB Wealth LLC | 20,732 | $185K | 0.0% | +96.4% | 0.001% | |
5/15/2024 | BOKF NA | 6,136 | $54K | 0.0% | -43.7% | 0.000% | |
5/15/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 30,500 | $271K | 0.0% | -4.7% | 0.001% | |
5/15/2024 | Gabelli Funds LLC | 989,100 | $8.80M | 0.1% | -1.7% | 0.037% | |
5/15/2024 | Gamco Investors INC. ET AL | 1,014,188 | $9.03M | 0.1% | +6.9% | 0.037% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 16,148 | $144K | 0.0% | -21.4% | 0.001% | |
5/14/2024 | Ariel Investments LLC | 376,475 | $3.35M | 0.0% | -0.5% | 0.014% | |
5/14/2024 | Advisors Asset Management Inc. | 98,546 | $877K | 0.0% | +3.8% | 0.004% | |
5/14/2024 | Axxcess Wealth Management LLC | 31,342 | $279K | 0.0% | +8.3% | 0.001% | |
5/14/2024 | Freestone Capital Holdings LLC | 12,803 | $114K | 0.0% | N/A | 0.000% | |
5/14/2024 | LGT Group Foundation | 120,415 | $1.07M | 0.0% | -3.3% | 0.004% | |
5/14/2024 | Natixis | 120,000 | $1.07M | 0.0% | N/A | 0.004% | |
5/13/2024 | Thornburg Investment Management Inc. | 682,362 | $6.03M | 0.1% | -56.0% | 0.025% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,219,658 | $10.86M | 0.1% | +33.9% | 0.045% | |
5/11/2024 | Chiron Capital Management LLC | 58,118 | $517K | 0.5% | +66.4% | 0.002% | |
5/10/2024 | Acadian Asset Management LLC | 129,613 | $1.15M | 0.0% | N/A | 0.005% | |
5/9/2024 | Leo Wealth LLC | 130,144 | $1.16M | 0.1% | -2.1% | 0.005% | |
5/9/2024 | Blair William & Co. IL | 57,439 | $511K | 0.0% | +86.3% | 0.002% | |
5/9/2024 | D Orazio & Associates Inc. | 12,441 | $111K | 0.0% | -11.8% | 0.000% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 12,062 | $107K | 0.0% | -12.4% | 0.000% | |
5/8/2024 | US Bancorp DE | 48,638 | $433K | 0.0% | -2.5% | 0.002% | |
5/8/2024 | Russell Investments Group Ltd. | 193,942 | $1.73M | 0.0% | +2.3% | 0.007% | |
5/8/2024 | QRG Capital Management Inc. | 412,444 | $3.67M | 0.0% | +72.8% | 0.015% | |
5/8/2024 | Headlands Technologies LLC | 49,916 | $444K | 0.1% | N/A | 0.002% | |
5/7/2024 | Sei Investments Co. | 136,789 | $1.22M | 0.0% | +353.6% | 0.005% | |
5/7/2024 | WNY Asset Management LLC | 332,720 | $2.96M | 0.5% | +6.0% | 0.012% | |
5/7/2024 | Atomi Financial Group Inc. | 16,462 | $147K | 0.0% | +21.8% | 0.001% | |
5/7/2024 | Keating Investment Counselors Inc. | 867,434 | $7.72M | 2.5% | +25.7% | 0.032% | |
5/7/2024 | Clifford Capital Partners LLC | 1,546,408 | $13.76M | 3.6% | +12.1% | 0.057% | |
5/7/2024 | Susquehanna International Group Ltd. | 44,905 | $400K | 0.1% | N/A | 0.002% | |
5/7/2024 | Equity Investment Corp | 18,378 | $164K | 0.0% | N/A | 0.001% | |
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5/7/2024 | Oppenheimer Asset Management Inc. | 4,548,765 | $40.48M | 0.6% | +20.1% | 0.168% | |
5/7/2024 | Oppenheimer & Co. Inc. | 51,513 | $458K | 0.0% | +14.2% | 0.002% | |
5/7/2024 | Prospera Private Wealth LLC | 17,383 | $155K | 0.1% | +12.7% | 0.001% | |
5/7/2024 | Empowered Funds LLC | 183,110 | $1.63M | 0.0% | N/A | 0.007% | |
5/6/2024 | Gallacher Capital Management LLC | 42,469 | $378K | 0.2% | +16.1% | 0.002% | |
5/6/2024 | ACR Alpine Capital Research LLC | 21,608,956 | $192.32M | 5.8% | +40.4% | 0.798% | |
5/3/2024 | Callan Capital LLC | 34,056 | $303K | 0.0% | +196.2% | 0.001% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,723 | $95K | 0.0% | +14.4% | 0.000% | |
5/2/2024 | Fidelis Capital Partners LLC | 26,824 | $239K | 0.0% | +141.2% | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 926,590 | $8.25M | 0.0% | +15.8% | 0.034% | |
5/1/2024 | BNP Paribas Financial Markets | 417,804 | $3.72M | 0.0% | +44.3% | 0.015% | |
5/1/2024 | Intelligence Driven Advisers LLC | 13,790 | $123K | 0.0% | N/A | 0.001% | |
5/1/2024 | Prosperity Consulting Group LLC | 12,240 | $109K | 0.0% | -22.9% | 0.000% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 45,906 | $409K | 0.1% | +20.3% | 0.002% | |
5/1/2024 | Private Advisor Group LLC | 48,764 | $434K | 0.0% | +24.0% | 0.002% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 33,403 | $297K | 0.1% | +17.0% | 0.001% | |
4/30/2024 | Vest Financial LLC | 26,590 | $237K | 0.0% | +116.4% | 0.001% | |
4/30/2024 | Caprock Group LLC | 33,423 | $297K | 0.0% | +19.9% | 0.001% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 5,165 | $46K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 533,784 | $4.75M | 0.0% | +3.8% | 0.020% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 9,947 | $89K | 0.0% | -17.0% | 0.000% | |
4/29/2024 | American Capital Advisory LLC | 80,707 | $718K | 0.6% | +28.7% | 0.003% | |
4/26/2024 | Advisors Management Group Inc. ADV | 360,696 | $3.21M | 0.8% | -1.9% | 0.013% | |
4/25/2024 | Lindbrook Capital LLC | 3,582 | $32K | 0.0% | -39.8% | 0.000% | |
4/25/2024 | Equitable Trust Co. | 46,194 | $411K | 0.0% | +10.6% | 0.002% | |
4/25/2024 | GFS Advisors LLC | 10,900 | $97K | 0.0% | -41.9% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 16,213 | $140K | 0.0% | -29.7% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 195,893 | $1.74M | 0.0% | +8.1% | 0.007% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 14,836 | $132K | 0.1% | +29.0% | 0.001% | |
4/22/2024 | Confluence Wealth Services Inc. | 10,112 | $90K | 0.0% | N/A | 0.000% | |
4/22/2024 | HF Advisory Group LLC | 139,477 | $1.24M | 0.7% | +11.8% | 0.005% | |
4/22/2024 | PFG Investments LLC | 10,926 | $97K | 0.0% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 1,178,491 | $10.49M | 0.0% | +5.6% | 0.044% | |
4/20/2024 | Cohen Investment Advisors LLC | 25,944 | $231K | 0.1% | -5.5% | 0.001% | |
4/19/2024 | New Century Financial Group LLC | 74,501 | $663K | 0.5% | +15.1% | 0.003% | |
4/19/2024 | Accel Wealth Management | 27,024 | $241K | 0.1% | +5.6% | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 17,373 | $155K | 0.0% | -40.5% | 0.001% | |
4/19/2024 | Lifestyle Asset Management Inc. | 112,794 | $1.00M | 0.6% | -3.2% | 0.004% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 5,165 | $46K | 0.0% | N/A | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 5,410 | $48K | 0.0% | +230.9% | 0.000% | |
4/18/2024 | Barry Investment Advisors LLC | 16,348 | $146K | 0.0% | -31.0% | 0.001% | |
4/17/2024 | Vicus Capital | 11,485 | $102K | 0.0% | N/A | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 19,190 | $171K | 0.0% | -27.7% | 0.001% | |
4/16/2024 | Tevis Investment Management | 83,560 | $744K | 0.6% | +72.7% | 0.003% | |
4/16/2024 | 180 Wealth Advisors LLC | 28,712 | $256K | 0.0% | +10.2% | 0.001% | |
4/16/2024 | Seed Wealth Management Inc. | 12,991 | $114K | 0.1% | +17.7% | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 5,844 | $52K | 0.0% | -44.7% | 0.000% | |
4/15/2024 | Signet Financial Management LLC | 17,527 | $156K | 0.0% | +17.5% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 48,284 | $430K | 0.1% | +45.3% | 0.002% | |
4/11/2024 | Ballentine Partners LLC | 17,758 | $158K | 0.0% | +65.5% | 0.001% | |
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4/11/2024 | Opal Wealth Advisors LLC | 7,433 | $66K | 0.0% | N/A | 0.000% | |
4/11/2024 | Bridge Creek Capital Management LLC | 109,222 | $972K | 0.3% | -3.2% | 0.004% | |
4/11/2024 | &PARTNERS | 12,161 | $108K | 0.0% | N/A | 0.000% | |
4/11/2024 | First Affirmative Financial Network | 10,249 | $91K | 0.1% | N/A | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 24,117 | $215K | 0.0% | +140.6% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 25,450 | $227K | 0.0% | +10.7% | 0.001% | |
4/9/2024 | Alaska Permanent Fund Corp | 16,043 | $143K | 0.0% | N/A | 0.001% | |
4/5/2024 | CWM LLC | 32,810 | $292K | 0.0% | +24.8% | 0.001% | |
4/1/2024 | Park National Corp OH | 15,251 | $136K | 0.0% | N/A | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 19,081 | $163K | 0.0% | N/A | 0.001% | |