5/14/2024 | Sheaff Brock Investment Advisors LLC | 110,543 | $1.74M | 0.1% | -4.1% | 0.003% | |
5/14/2024 | Advisors Asset Management Inc. | 296,909 | $4.67M | 0.1% | -20.2% | 0.009% | |
5/14/2024 | Axxcess Wealth Management LLC | 64,420 | $1.01M | 0.0% | -3.8% | 0.002% | |
5/14/2024 | EP Wealth Advisors LLC | 39,479 | $0.62M | 0.0% | -12.4% | 0.001% | |
5/14/2024 | Freestone Capital Holdings LLC | 31,729 | $0.50M | 0.0% | N/A | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 24,810 | $0.39M | 0.0% | +14.5% | 0.001% | |
5/14/2024 | Mattern Wealth Management LLC | 36,243 | $0.57M | 0.1% | +22.6% | 0.001% | |
5/14/2024 | Nokomis Capital L.L.C. | 92,879 | $1.46M | 0.5% | -18.3% | 0.003% | |
5/14/2024 | Payden & Rygel Investment Group | 1,281,890 | $20.16M | 1.0% | N/A | 0.038% | |
5/14/2024 | Crewe Advisors LLC | 12,194 | $0.19M | 0.0% | +2,170.8% | 0.000% | |
5/14/2024 | Natixis | 18,020,559 | $283.46M | 1.5% | +20.0% | 0.535% | |
5/14/2024 | InterOcean Capital Group LLC | 53,987 | $0.85M | 0.0% | +13.2% | 0.002% | |
5/14/2024 | Lake Street Advisors Group LLC | 24,818 | $0.39M | 0.0% | N/A | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 37,671 | $0.59M | 0.0% | -11.9% | 0.001% | |
5/13/2024 | Clearbridge Investments LLC | 24,841,747 | $390.76M | 0.3% | -2.3% | 0.737% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 478,922 | $7.53M | 0.8% | +1.0% | 0.014% | |
5/13/2024 | Rockport Wealth LLC | 56,610 | $0.89M | 0.3% | N/A | 0.002% | |
5/11/2024 | Partners Group Holding AG | 30,485 | $0.48M | 0.0% | -8.1% | 0.001% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 12,160 | $0.19M | 0.1% | +1,166.7% | 0.000% | |
5/11/2024 | Cercano Management LLC | 438,495 | $6.90M | 0.2% | +78.2% | 0.013% | |
5/11/2024 | Chiron Capital Management LLC | 114,400 | $1.80M | 1.6% | -3.3% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 3,653,456 | $57.47M | 0.1% | +29.8% | 0.108% | |
5/10/2024 | Acadian Asset Management LLC | 137,023 | $2.16M | 0.0% | -35.7% | 0.004% | |
5/10/2024 | TIAA Trust National Association | 14,462 | $0.23M | 0.0% | -4.5% | 0.000% | |
5/10/2024 | Nicolet Advisory Services LLC | 17,464 | $0.28M | 0.0% | +48.8% | 0.001% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 4,129,268 | $64.95M | 9.5% | -5.4% | 0.123% | |
5/10/2024 | Mizuho Markets Americas LLC | 30,761 | $0.48M | 0.0% | -70.8% | 0.001% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 282,604 | $4.45M | 1.6% | +1.9% | 0.008% | |
5/10/2024 | TCTC Holdings LLC | 48,308 | $0.76M | 0.0% | +29.3% | 0.001% | |
5/10/2024 | Cumberland Partners Ltd | 366,705 | $5.77M | 0.4% | N/A | 0.011% | |
5/10/2024 | GM Advisory Group LLC | 15,566 | $0.25M | 0.0% | +16.0% | 0.000% | |
5/10/2024 | Nwam LLC | 26,526 | $0.43M | 0.0% | +36.6% | 0.001% | |
5/10/2024 | Anthracite Investment Company Inc. | 259,210 | $4.08M | 1.5% | +8.4% | 0.008% | |
5/9/2024 | Forum Financial Management LP | 119,075 | $1.87M | 0.0% | +3.4% | 0.004% | |
5/9/2024 | Blair William & Co. IL | 411,845 | $6.48M | 0.0% | -0.2% | 0.012% | |
5/9/2024 | Kingsview Wealth Management LLC | 143,825 | $2.26M | 0.1% | +17.1% | 0.004% | |
5/9/2024 | SageView Advisory Group LLC | 15,926 | $0.25M | 0.0% | -43.5% | 0.000% | |
5/9/2024 | Texas Yale Capital Corp. | 1,157,471 | $18.21M | 0.8% | +0.9% | 0.034% | |
5/9/2024 | Eagle Bay Advisors LLC | 4,214 | $66K | 0.0% | N/A | 0.000% | |
5/9/2024 | Camelot Portfolios LLC | 33,272 | $0.52M | 0.5% | -5.0% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 11,070 | $0.17M | 0.0% | -5.9% | 0.000% | |
5/8/2024 | ProShare Advisors LLC | 251,989 | $3.96M | 0.0% | -8.2% | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 144,264 | $2.27M | 0.0% | -6.0% | 0.004% | |
5/8/2024 | Headlands Technologies LLC | 5,471 | $86K | 0.0% | N/A | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 814,273 | $12.81M | 0.2% | +2.4% | 0.024% | |
5/8/2024 | Inspire Advisors LLC | 23,381 | $0.37M | 0.1% | -5.6% | 0.001% | |
5/8/2024 | Donoghue Forlines LLC | 49,238 | $0.78M | 0.2% | -12.1% | 0.001% | |
5/7/2024 | Sfmg LLC | 31,406 | $0.49M | 0.0% | +2.2% | 0.001% | |
5/7/2024 | Quantum Private Wealth LLC | 116,568 | $1.83M | 0.7% | +21.2% | 0.003% | |
5/7/2024 | Chilton Capital Management LLC | 22,106 | $0.35M | 0.0% | +5.3% | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 59,694 | $0.94M | 0.0% | +1.8% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 22,694 | $0.36M | 0.0% | -7.8% | 0.001% | |
5/7/2024 | Redwood Wealth Management Group LLC | 133,291 | $2.10M | 2.2% | -3.1% | 0.004% | |
5/7/2024 | Susquehanna Portfolio Strategies LLC | 187,207 | $2.95M | 0.1% | -59.0% | 0.006% | |
5/7/2024 | Tectonic Advisors LLC | 382,150 | $6.01M | 0.5% | +8.2% | 0.011% | |
5/7/2024 | Aull & Monroe Investment Management Corp | 103,390 | $1.63M | 0.7% | -1.9% | 0.003% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 172,982 | $2.72M | 0.0% | -7.7% | 0.005% | |
5/7/2024 | PFG Advisors | 58,362 | $0.92M | 0.1% | +2.5% | 0.002% | |
5/7/2024 | Oppenheimer & Co. Inc. | 703,569 | $11.07M | 0.2% | +3.3% | 0.021% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,723 | $0.52M | 0.0% | +68.4% | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 129,808 | $2.04M | 0.0% | -32.0% | 0.004% | |
5/7/2024 | SG Americas Securities LLC | 432,254 | $6.80M | 0.0% | +54.6% | 0.013% | |
5/7/2024 | CNA Financial Corp | 400,000 | $6.29M | 3.1% | N/A | 0.012% | |
5/7/2024 | Empowered Funds LLC | 279,744 | $4.40M | 0.1% | +18.7% | 0.008% | |
5/6/2024 | ORG Partners LLC | 357,825 | $5.61M | 10.7% | N/A | 0.011% | |
5/6/2024 | CFO4Life Group LLC | 14,434 | $0.23M | 0.0% | -7.8% | 0.000% | |
5/6/2024 | SYM FINANCIAL Corp | 15,341 | $0.24M | 0.0% | -24.6% | 0.000% | |
5/6/2024 | Kayne Anderson Capital Advisors LP | 22,541,271 | $354.57M | 10.0% | -0.6% | 0.669% | |
5/6/2024 | Advisory Services Network LLC | 284,625 | $4.48M | 0.1% | +6.8% | 0.008% | |
5/6/2024 | Oxbow Advisors LLC | 469,873 | $7.39M | 1.0% | +290.9% | 0.014% | |
5/6/2024 | Cohen Capital Management Inc. | 313,593 | $4.93M | 0.9% | +15.4% | 0.009% | |
5/4/2024 | Noesis Capital Mangement Corp | 29,712 | $0.47M | 0.1% | -11.8% | 0.001% | |
5/4/2024 | Geneos Wealth Management Inc. | 80,831 | $1.27M | 0.1% | +3.4% | 0.002% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 44,465 | $0.70M | 0.4% | -2.3% | 0.001% | |
5/3/2024 | FDx Advisors Inc. | 13,733 | $0.22M | 0.0% | -20.4% | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 26,020 | $0.41M | 0.0% | -26.4% | 0.001% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 17,902 | $0.28M | 0.1% | -10.5% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 15,551 | $0.25M | 0.0% | -7.9% | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 32,080 | $0.51M | 0.0% | +2.0% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 50,767 | $0.80M | 0.0% | -2.1% | 0.002% | |
5/3/2024 | Wellington Shields Capital Management LLC | 99,794 | $1.57M | 0.3% | +8.7% | 0.003% | |
5/3/2024 | GSA Capital Partners LLP | 73,663 | $1.16M | 0.1% | N/A | 0.002% | |
5/3/2024 | Delphi Financial Group Inc. | 3,166,026 | $49.80M | 32.2% | -21.6% | 0.094% | |
5/2/2024 | Mutual Advisors LLC | 161,076 | $2.53M | 0.1% | +9.6% | 0.005% | |
5/2/2024 | Belfer Management LLC | 21,882 | $0.34M | 6.2% | +4.4% | 0.001% | |
5/2/2024 | Jennison Associates LLC | 4,516,402 | $71.04M | 0.0% | -3.0% | 0.134% | |
5/2/2024 | FinTrust Capital Advisors LLC | 20,201 | $0.32M | 0.1% | +3.6% | 0.001% | |
5/2/2024 | Haverford Trust Co | 95,128 | $1.50M | 0.0% | +1.1% | 0.003% | |
5/2/2024 | Thompson Davis & CO. Inc. | 11,600 | $0.18M | 0.1% | N/A | 0.000% | |
5/2/2024 | Lincoln National Corp | 228,021 | $3.59M | 0.1% | +9.5% | 0.007% | |
5/2/2024 | Choreo LLC | 20,058 | $0.32M | 0.0% | -30.1% | 0.001% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 58,309 | $0.92M | 0.2% | +45.3% | 0.002% | |
5/1/2024 | StoneX Group Inc. | 73,363 | $1.15M | 0.1% | +46.3% | 0.002% | |
5/1/2024 | Heronetta Management L.P. | 891,554 | $14.02M | 10.2% | -1.7% | 0.026% | |
5/1/2024 | Janney Montgomery Scott LLC | 499,752 | $7.86M | 0.0% | +4.3% | 0.015% | |
5/1/2024 | BNP Paribas Financial Markets | 9,893,345 | $155.62M | 0.1% | -8.1% | 0.294% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 16,115,331 | $253.49M | 0.5% | -37.1% | 0.478% | |
5/1/2024 | Retirement Group LLC | 9,787 | $0.15M | 0.1% | +49.9% | 0.000% | |
5/1/2024 | Mission Wealth Management LP | 29,053 | $0.46M | 0.0% | +54.9% | 0.001% | |
5/1/2024 | Flynn Zito Capital Management LLC | 24,492 | $0.39M | 0.2% | N/A | 0.001% | |