5/30/2024 | Cambridge Trust Co. | 575 | $38K | 0.0% | -84.4% | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 9,364 | $615K | 0.1% | +19.8% | 0.005% | |
5/24/2024 | Cetera Advisor Networks LLC | 394,527 | $25.90M | 0.1% | +13.7% | 0.219% | |
5/24/2024 | Cetera Advisors LLC | 226,035 | $14.84M | 0.1% | +75.7% | 0.126% | |
5/24/2024 | Cetera Investment Advisers | 740,621 | $48.62M | 0.1% | +238.6% | 0.412% | |
5/23/2024 | Community Trust & Investment Co. | 292,987 | $19.24M | 1.4% | +0.9% | 0.163% | |
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5/22/2024 | Koesten Hirschmann & Crabtree INC. | 520 | $34K | 0.0% | N/A | 0.000% | |
5/22/2024 | Second Line Capital LLC | 5,787 | $380K | 0.1% | -21.7% | 0.003% | |
5/21/2024 | Atria Investments Inc | 143,031 | $9.39M | 0.1% | +26.2% | 0.080% | |
5/21/2024 | LRI Investments LLC | 3,442 | $226K | 0.0% | N/A | 0.002% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 3,706 | $243K | 0.0% | -65.4% | 0.002% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 8,211 | $539K | 0.0% | -62.7% | 0.005% | |
5/17/2024 | Comerica Bank | 67,779 | $4.45M | 0.0% | -9.9% | 0.038% | |
5/17/2024 | Tidal Investments LLC | 12,141 | $797K | 0.0% | N/A | 0.007% | |
5/16/2024 | Meiji Yasuda Life Insurance Co | 123,869 | $8.13M | 0.2% | +26.3% | 0.069% | |
5/16/2024 | Innova Wealth Partners | 71,604 | $4.70M | 3.6% | N/A | 0.040% | |
5/16/2024 | Levin Capital Strategies L.P. | 8,000 | $525K | 0.1% | N/A | 0.004% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 63,325 | $4.16M | 0.1% | -6.7% | 0.035% | |
5/16/2024 | High Falls Advisors Inc | 4,061 | $267K | 0.1% | -18.0% | 0.002% | |
5/16/2024 | Prudent Investors Network Inc. | 130,149 | $8.54M | 3.2% | N/A | 0.072% | |
5/16/2024 | Kraft Davis & Associates LLC | 22,305 | $1.59M | 0.5% | +10.4% | 0.012% | |
5/16/2024 | Bayesian Capital Management LP | 18,489 | $1.21M | 0.1% | N/A | 0.010% | |
5/16/2024 | Waverly Advisors LLC | 43,333 | $2.85M | 0.1% | +880.4% | 0.024% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 1,223,501 | $80.32M | 0.5% | N/A | 0.681% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 44,229 | $2.90M | 0.0% | +22.1% | 0.025% | |
5/16/2024 | Econ Financial Services Corp | 44,506 | $2.92M | 1.8% | +69.7% | 0.025% | |
5/15/2024 | Ascent Group LLC | 4,202 | $276K | 0.0% | -6.8% | 0.002% | |
5/15/2024 | SVB Wealth LLC | 14,796 | $971K | 0.0% | -42.7% | 0.008% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 15,529 | $1.02M | 0.1% | +5.9% | 0.009% | |
5/15/2024 | Talisman Wealth Advisors LLC | 4,741 | $311K | 0.4% | +18.7% | 0.003% | |
5/15/2024 | Manhattan West Asset Management LLC | 3,895 | $256K | 0.1% | +9.9% | 0.002% | |
5/15/2024 | Alpine Global Management LLC | 15,720 | $1.03M | 0.3% | +144.6% | 0.009% | |
5/15/2024 | LRI Investments LLC | 3,442 | $245K | 0.0% | N/A | 0.002% | |
5/14/2024 | Toronto Dominion Bank | 2,993,148 | $196.50M | 0.3% | -7.1% | 1.665% | |
5/14/2024 | Main Management Fund Advisors LLC | 690,900 | $45.36M | 9.2% | N/A | 0.384% | |
5/14/2024 | Stamos Capital Partners L.P. | 19,100 | $1.25M | 0.3% | -3.7% | 0.011% | |
5/14/2024 | Axxcess Wealth Management LLC | 24,729 | $1.62M | 0.0% | -2.1% | 0.014% | |
5/14/2024 | EP Wealth Advisors LLC | 49,708 | $3.26M | 0.0% | -10.6% | 0.028% | |
5/14/2024 | Freestone Capital Holdings LLC | 62,676 | $4.12M | 0.2% | -1.9% | 0.035% | |
5/14/2024 | CreativeOne Wealth LLC | 10,577 | $694K | 0.0% | +48.2% | 0.006% | |
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5/14/2024 | Forte Capital LLC ADV | 92,709 | $6.09M | 0.8% | +0.9% | 0.052% | |
5/14/2024 | Natixis | 1,714,586 | $112.56M | 0.6% | +383.7% | 0.954% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 806 | $53K | 0.0% | -26.9% | 0.000% | |
5/14/2024 | Vaughan David Investments LLC IL | 175,750 | $11.54M | 0.3% | +7.5% | 0.098% | |
5/13/2024 | Bessemer Group Inc. | 929,700 | $61.04M | 0.1% | 0.0% | 0.517% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 3,173 | $208K | 0.0% | +35.7% | 0.002% | |
5/13/2024 | Alerus Financial NA | 23,844 | $1.57M | 0.1% | N/A | 0.013% | |
5/13/2024 | Rockport Wealth LLC | 8,588 | $562K | 0.2% | N/A | 0.005% | |
5/11/2024 | Resurgent Financial Advisors LLC | 35,332 | $2.32M | 1.2% | +163.6% | 0.020% | |
5/11/2024 | Vista Finance LLC | 45,337 | $2.98M | 7.4% | N/A | 0.025% | |
5/11/2024 | Jacobi Capital Management LLC | 4,867 | $320K | 0.0% | -68.9% | 0.003% | |
5/11/2024 | Edgestream Partners L.P. | 3,718 | $244K | 0.0% | -79.3% | 0.002% | |
5/11/2024 | Ironsides Asset Advisors LLC | 9,035 | $593K | 0.2% | N/A | 0.005% | |
5/11/2024 | Patten & Patten Inc. TN | 27,313 | $1.79M | 0.1% | -2.6% | 0.015% | |
5/10/2024 | Osaic Holdings Inc. | 746,623 | $49.02M | 0.1% | +5.5% | 0.415% | |
5/10/2024 | TIAA Trust National Association | 17,779 | $1.17M | 0.0% | +5.1% | 0.010% | |
5/10/2024 | Cornerstone Advisors LLC | 8,200 | $538K | 0.0% | N/A | 0.005% | |
5/10/2024 | Spirepoint Private Client LLC | 70,041 | $4.60M | 0.7% | N/A | 0.039% | |
5/10/2024 | Mizuho Markets Americas LLC | 53,150 | $3.49M | 0.1% | N/A | 0.030% | |
5/10/2024 | Tocqueville Asset Management L.P. | 12,194 | $801K | 0.0% | -15.2% | 0.007% | |
5/10/2024 | J.Safra Asset Management Corp | 478,450 | $31.41M | 3.6% | +519,954.3% | 0.266% | |
5/10/2024 | 1ST Source Bank | 20,548 | $1.35M | 0.1% | +19.8% | 0.011% | |
5/10/2024 | Nwam LLC | 7,559 | $525K | 0.0% | +85.3% | 0.004% | |
5/10/2024 | Banco BTG Pactual S.A. | 6,093 | $400K | 0.1% | -87.8% | 0.003% | |
5/10/2024 | Gratus Wealth Advisors LLC | 7,424 | $478K | 0.1% | -92.6% | 0.004% | |
5/9/2024 | ProVise Management Group LLC | 5,224 | $343K | 0.0% | +13.6% | 0.003% | |
5/9/2024 | Private Portfolio Partners LLC | 20,987 | $1.38M | 0.3% | +24.2% | 0.012% | |
5/9/2024 | Blair William & Co. IL | 56,874 | $3.73M | 0.0% | -5.0% | 0.032% | |
5/9/2024 | Orion Portfolio Solutions LLC | 132,802 | $8.72M | 0.1% | +20.0% | 0.074% | |
5/9/2024 | Maple Capital Management Inc. | 8,065 | $529K | 0.0% | +2.5% | 0.004% | |
5/9/2024 | HBK Sorce Advisory LLC | 3,823 | $251K | 0.0% | +18.0% | 0.002% | |
5/9/2024 | Kingsview Wealth Management LLC | 27,549 | $1.81M | 0.0% | -2.9% | 0.015% | |
5/9/2024 | JBR Co Financial Management Inc | 8,456 | $555K | 0.4% | -3.7% | 0.005% | |
5/9/2024 | Planning Directions Inc. | 9,013 | $592K | 0.4% | -67.4% | 0.005% | |
5/9/2024 | TBH Global Asset Management LLC | 8,175 | $537K | 0.1% | -27.1% | 0.005% | |
5/9/2024 | SageView Advisory Group LLC | 2,764 | $181K | 0.0% | -53.7% | 0.002% | |
5/9/2024 | Interchange Capital Partners LLC | 5,790 | $385K | 0.3% | +35.3% | 0.003% | |
5/9/2024 | Dearborn Partners LLC | 6,697 | $440K | 0.0% | +61.9% | 0.004% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 11,339 | $744K | 0.1% | -3.8% | 0.006% | |
5/9/2024 | WP Advisors LLC | 22,348 | $1.47M | 0.5% | -6.4% | 0.012% | |
5/9/2024 | Koshinski Asset Management Inc. | 16,664 | $1.09M | 0.1% | -50.3% | 0.009% | |
5/8/2024 | FPC Investment Advisory Inc. | 8,262 | $551K | 0.5% | N/A | 0.005% | |
5/8/2024 | Winthrop Capital Management LLC | 36,967 | $2.43M | 1.1% | +0.6% | 0.021% | |
5/8/2024 | Avantax Advisory Services Inc. | 74,840 | $4.91M | 0.0% | -3.2% | 0.042% | |
5/8/2024 | US Bancorp DE | 427,458 | $28.06M | 0.0% | +1.9% | 0.238% | |
5/8/2024 | Headlands Technologies LLC | 2,050 | $135K | 0.0% | -86.2% | 0.001% | |
5/7/2024 | Verus Capital Partners LLC | 3,751 | $246K | 0.0% | -31.7% | 0.002% | |
5/7/2024 | Capital Square LLC | 7,118 | $467K | 0.3% | N/A | 0.004% | |
5/7/2024 | Choate Investment Advisors | 28,650 | $1.88M | 0.1% | N/A | 0.016% | |
5/7/2024 | WNY Asset Management LLC | 214,719 | $14.10M | 2.2% | +1,826.1% | 0.119% | |
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5/7/2024 | Concurrent Investment Advisors LLC | 69,980 | $4.59M | 0.2% | +64.0% | 0.039% | |
5/7/2024 | Montag A & Associates Inc. | 32,217 | $2.12M | 0.1% | -24.1% | 0.018% | |
5/7/2024 | Susquehanna International Group Ltd. | 18,775 | $1.23M | 0.3% | N/A | 0.010% | |
5/7/2024 | KCM Investment Advisors LLC | 95,439 | $6.27M | 0.2% | -12.6% | 0.053% | |
5/7/2024 | NTV Asset Management LLC | 3,325 | $218K | 0.0% | -36.7% | 0.002% | |
5/7/2024 | Hyman Charles D | 3,107 | $204K | 0.0% | N/A | 0.002% | |
5/7/2024 | Oppenheimer & Co. Inc. | 22,609 | $1.48M | 0.0% | +67.6% | 0.013% | |
5/7/2024 | PFG Advisors | 19,139 | $1.26M | 0.1% | -14.1% | 0.011% | |
5/7/2024 | Wealthspire Advisors LLC | 5,720 | $376K | 0.0% | -8.0% | 0.003% | |
5/7/2024 | SG Americas Securities LLC | 76,814 | $5.04M | 0.0% | -62.1% | 0.043% | |