5/24/2024 | Cetera Advisors LLC | 7,745 | $467K | 0.0% | +110.1% | 0.008% | |
5/17/2024 | XML Financial LLC | 15,036 | $907K | 0.1% | -39.3% | 0.015% | |
5/17/2024 | Castleark Management LLC | 31,930 | $1.93M | 0.1% | +332.1% | 0.032% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 9,877 | $595K | 0.0% | +5.3% | 0.010% | |
5/16/2024 | Blackstone Inc. | 1,178,923 | $71.08M | 0.3% | -50.6% | 1.169% | |
5/15/2024 | SVB Wealth LLC | 4,118 | $248K | 0.0% | N/A | 0.004% | |
|
5/15/2024 | Energy Income Partners LLC | 174,055 | $10.49M | 0.2% | N/A | 0.173% | |
5/15/2024 | Keeley Teton Advisors LLC | 5,000 | $301K | 0.0% | N/A | 0.005% | |
5/14/2024 | Advisors Asset Management Inc. | 6,140 | $370K | 0.0% | N/A | 0.006% | |
5/13/2024 | Clearbridge Investments LLC | 253,157 | $15.26M | 0.0% | -48.6% | 0.251% | |
5/9/2024 | Kingsview Wealth Management LLC | 3,327 | $201K | 0.0% | N/A | 0.003% | |
5/9/2024 | Texas Yale Capital Corp. | 24,300 | $1.47M | 0.1% | +3.8% | 0.024% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,749 | $467K | 0.0% | -8.3% | 0.008% | |
5/8/2024 | US Bancorp DE | 22,107 | $1.33M | 0.0% | -10.7% | 0.022% | |
5/7/2024 | Susquehanna Portfolio Strategies LLC | 53,403 | $3.22M | 0.1% | -31.4% | 0.053% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 3,441 | $207K | 0.0% | -21.0% | 0.003% | |
5/2/2024 | Jennison Associates LLC | 202,965 | $12.24M | 0.0% | -21.0% | 0.201% | |
5/2/2024 | Fifth Lane Capital LP | 6,952 | $419K | 0.4% | N/A | 0.007% | |
5/2/2024 | CNB Bank | 500 | $30K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,182 | $795K | 0.0% | -4.3% | 0.013% | |
5/1/2024 | BNP Paribas Financial Markets | 71,320 | $4.30M | 0.0% | +57.3% | 0.071% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 12,154 | $733K | 0.0% | N/A | 0.012% | |
4/30/2024 | Norden Group LLC | 5,544 | $334K | 0.0% | N/A | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 28,324 | $1.71M | 0.0% | -2.8% | 0.028% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 7,251 | $437K | 0.0% | -3.3% | 0.007% | |
4/27/2024 | Finer Wealth Management Inc. | 25,601 | $1.54M | 1.0% | +14.9% | 0.025% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 24,666 | $1.49M | 0.0% | +31.7% | 0.024% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 3,548 | $214K | 0.1% | N/A | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 193,821 | $11.69M | 0.0% | +0.4% | 0.192% | |
4/22/2024 | Centennial Wealth Advisory LLC | 4,274 | $258K | 0.1% | -16.2% | 0.004% | |
4/22/2024 | PFG Investments LLC | 6,561 | $396K | 0.0% | +13.8% | 0.007% | |
4/22/2024 | Raymond James & Associates | 85,112 | $5.13M | 0.0% | +10.5% | 0.084% | |
4/19/2024 | Norden Group LLC | 5,544 | $334K | 0.0% | N/A | 0.005% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 17,000 | $1.03M | 0.0% | -10.5% | 0.017% | |
4/16/2024 | Register Financial Advisors LLC | 913 | $55K | 0.0% | N/A | 0.001% | |
4/15/2024 | Brookstone Capital Management | 10,684 | $644K | 0.0% | +6.7% | 0.011% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 11,305 | $682K | 0.2% | N/A | 0.011% | |
4/15/2024 | F&V Capital Management LLC | 8,250 | $497K | 0.1% | +10.0% | 0.008% | |
4/13/2024 | Quad Cities Investment Group LLC | 13,336 | $804K | 0.5% | -9.9% | 0.013% | |
4/12/2024 | Miller Howard Investments Inc. NY | 437,171 | $26.36M | 0.9% | +4.2% | 0.434% | |
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3/22/2024 | PNC Financial Services Group Inc. | 29,835 | $1.79M | 0.0% | -15.1% | 0.030% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,379 | $562K | 0.0% | -5.0% | 0.009% | |
3/8/2024 | ICA Group Wealth Management LLC | 500 | $30K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 2,904,735 | $174.08M | 0.0% | +10.5% | 2.881% | |
2/28/2024 | EP Wealth Advisors LLC | 7,960 | $477K | 0.0% | +44.1% | 0.008% | |
2/15/2024 | Blackstone Inc. | 2,387,608 | $143.09M | 0.6% | +58.0% | 2.376% | |
2/14/2024 | Tortoise Index Solutions LLC | 73,350 | $4.40M | 0.8% | +12.9% | 0.073% | |
2/14/2024 | XML Financial LLC | 24,779 | $1.49M | 0.2% | +1.3% | 0.025% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,052 | $63K | 0.0% | -85.7% | 0.001% | |
2/13/2024 | Goldman Sachs Group Inc. | 2,904,735 | $174.08M | 0.0% | +10.5% | 2.891% | |
2/13/2024 | Bridgecreek Investment Management LLC | 236,750 | $14.19M | 2.7% | -4.4% | 0.236% | |
2/12/2024 | Legacy Advisors LLC | 10,000 | $599K | 0.1% | +42.9% | 0.010% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,107 | $905K | 0.0% | N/A | 0.015% | |
2/12/2024 | IPG Investment Advisors LLC | 3,760 | $225K | 0.0% | -20.8% | 0.004% | |
2/9/2024 | US Bancorp DE | 24,762 | $1.48M | 0.0% | -6.8% | 0.025% | |
2/9/2024 | Clearbridge Investments LLC | 492,331 | $29.51M | 0.0% | -9.8% | 0.490% | |
2/9/2024 | Wells Fargo & Company MN | 355,677 | $21.32M | 0.0% | +37.1% | 0.354% | |
2/9/2024 | UBS Group AG | 540,949 | $32.42M | 0.0% | +68.3% | 0.538% | |
2/9/2024 | PNC Financial Services Group Inc. | 29,835 | $1.79M | 0.0% | -15.1% | 0.030% | |
2/8/2024 | Brown Advisory Inc. | 4,343 | $260K | 0.0% | -5.4% | 0.004% | |
2/8/2024 | Independent Advisor Alliance | 6,232 | $373K | 0.0% | -5.1% | 0.006% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,450 | $506K | 0.0% | +6.8% | 0.008% | |
2/7/2024 | BNP Paribas Financial Markets | 45,328 | $2.72M | 0.0% | -52.6% | 0.045% | |
2/7/2024 | Principal Securities Inc. | 448 | $27K | 0.0% | N/A | 0.000% | |
2/7/2024 | Kayne Anderson Capital Advisors LP | 14,200 | $851K | 0.0% | -12.3% | 0.014% | |
2/6/2024 | Apollon Wealth Management LLC | 40,238 | $2.41M | 0.1% | +3.5% | 0.040% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 6,986 | $419K | 0.0% | -3.4% | 0.007% | |
2/6/2024 | TCG Advisory Services LLC | 239,948 | $14.38M | 1.0% | N/A | 0.239% | |
2/5/2024 | Alpha Cubed Investments LLC | 3,462 | $207K | 0.0% | N/A | 0.003% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,275 | $1.04M | 0.0% | N/A | 0.017% | |
2/5/2024 | Steele Capital Management Inc. | 8,932 | $535K | 0.0% | N/A | 0.009% | |
2/2/2024 | Truist Financial Corp | 5,357 | $321K | 0.0% | -32.6% | 0.005% | |
2/2/2024 | Retirement Solution Inc. | 3,342 | $200K | 0.1% | N/A | 0.003% | |
2/2/2024 | Fractal Investments LLC | 242,000 | $14.50M | 3.0% | +1,110.0% | 0.241% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,707 | $582K | 0.0% | -57.7% | 0.010% | |
2/1/2024 | Jennison Associates LLC | 256,898 | $15.40M | 0.0% | N/A | 0.256% | |
2/1/2024 | PSI Advisors LLC | 9,689 | $581K | 0.2% | -8.2% | 0.010% | |
2/1/2024 | Sigma Planning Corp | 28,474 | $1.71M | 0.1% | -26.8% | 0.028% | |
1/30/2024 | Tyche Wealth Partners LLC | 3,777 | $226K | 0.1% | N/A | 0.004% | |
1/30/2024 | Wealth Alliance | 3,788 | $227K | 0.0% | N/A | 0.004% | |
1/30/2024 | Crescent Grove Advisors LLC | 7,800 | $467K | 0.1% | -47.9% | 0.008% | |
1/30/2024 | Bison Wealth LLC | 3,487 | $209K | 0.0% | N/A | 0.003% | |
1/29/2024 | Kanawha Capital Management LLC | 3,800 | $228K | 0.0% | N/A | 0.004% | |
1/26/2024 | Financial Counselors Inc. | 7,919 | $475K | 0.0% | +27.7% | 0.008% | |
1/26/2024 | Miller Howard Investments Inc. NY | 419,414 | $25.14M | 0.9% | +19.6% | 0.417% | |
1/25/2024 | International Assets Investment Management LLC | 9,583 | $574K | 0.0% | +3.0% | 0.010% | |
1/24/2024 | Allworth Financial LP | 700 | $42K | 0.0% | +250.0% | 0.001% | |
1/24/2024 | International Assets Investment Management LLC | 574,315 | $34.42M | 0.0% | +6,075.4% | 0.572% | |
1/22/2024 | True North Advisors LLC | 3,616 | $217K | 0.1% | N/A | 0.004% | |
1/22/2024 | Spirit of America Management Corp NY | 27,555 | $1.65M | 0.4% | -73.6% | 0.027% | |
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1/18/2024 | Good Life Advisors LLC | 8,173 | $490K | 0.0% | +2.1% | 0.008% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 193,131 | $11.57M | 0.0% | -1.5% | 0.192% | |
1/16/2024 | Raymond James & Associates | 77,025 | $4.62M | 0.0% | +7.4% | 0.077% | |
1/16/2024 | CoreCap Advisors LLC | 33,967 | $2.04M | 0.1% | N/A | 0.034% | |
1/11/2024 | Brookstone Capital Management | 10,013 | $600K | 0.0% | +1.9% | 0.010% | |
1/11/2024 | Raymond James Trust N.A. | 3,784 | $227K | 0.0% | N/A | 0.004% | |
1/10/2024 | Quad Cities Investment Group LLC | 14,796 | $853K | 0.5% | -18.2% | 0.015% | |
1/5/2024 | Exchange Traded Concepts LLC | 73,172 | $4.39M | 0.1% | +12.6% | 0.073% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 9,877 | $483K | 0.0% | -15.2% | 0.010% | |
11/24/2023 | EP Wealth Advisors LLC | 5,525 | $270K | 0.0% | -36.2% | 0.005% | |