9/12/2024 | American Trust | 36,077 | $6.97M | 0.6% | -4.7% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 64,100 | $12.39M | 4.6% | +5.1% | 0.001% | |
9/10/2024 | SS&H Financial Advisors Inc. | 43,527 | $8.41M | 3.3% | +6.5% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 601,336 | $116.21M | 3.5% | -5.6% | 0.006% | |
9/10/2024 | Brightwater Advisory LLC | 2,952 | $0.57M | 0.4% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 7,427 | $1.49M | 0.5% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 76,156 | $14.72M | 6.6% | +4.4% | 0.001% | |
9/6/2024 | Cim LLC | 104,295 | $18.55M | 2.7% | -0.4% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 1,135,489 | $203.96M | 1.5% | N/A | 0.011% | |
9/4/2024 | Coronation Fund Managers Ltd. | 267,377 | $51.67M | 2.3% | -64.9% | 0.003% | |
9/3/2024 | Clear Rock Advisors LLC | 19,533 | $3.78M | 1.6% | +519.5% | 0.000% | |
8/30/2024 | Creekside Partners | 9,585 | $1.85M | 1.0% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 72,993 | $14.11M | 8.9% | -3.7% | 0.001% | |
8/30/2024 | Brown Financial Advisors | 24,681 | $4.77M | 2.1% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 42,263 | $8.17M | 4.3% | +28.6% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 8,890 | $1.75M | 0.6% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 7,666 | $1.48M | 0.4% | -1.2% | 0.000% | |
8/28/2024 | RiverFront Investment Group LLC | 158,157 | $30.56M | 0.8% | +11.2% | 0.002% | |
8/28/2024 | Sycomore Asset Management | 450 | $87K | 0.0% | -47.1% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 29,102 | $5.62M | 0.4% | N/A | 0.000% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 5,845 | $1.13M | 0.6% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 31,491 | $6.09M | 0.9% | +0.9% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 19,653,717 | $3.80B | 3.1% | +1.6% | 0.189% | |
8/27/2024 | Dana Investment Advisors Inc. | 303,005 | $58.56M | 2.0% | +1.3% | 0.003% | |
8/27/2024 | New Wave Wealth Advisors LLC | 17,206 | $3.33M | 1.8% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 37,475 | $7.24M | 1.9% | +2.6% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 13,473 | $2.60M | 1.1% | +23.7% | 0.000% | |
8/26/2024 | Wealthquest Corp | 13,968 | $2.70M | 0.3% | -2.1% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 1,768,857 | $341.83M | 3.1% | -3.4% | 0.017% | |
8/26/2024 | Founders Financial Alliance LLC | 31,436 | $6.08M | 1.8% | -8.2% | 0.000% | |
8/23/2024 | Aristides Capital LLC | 8,000 | $1.55M | 0.4% | N/A | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 8,865 | $1.71M | 1.1% | +58.0% | 0.000% | |
8/22/2024 | 3Chopt Investment Partners LLC | 16,273 | $3.15M | 1.0% | +7.4% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 24,938 | $4.82M | 2.7% | +0.8% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 20,227 | $3.91M | 0.4% | +62.2% | 0.000% | |
8/21/2024 | Granite Bay Wealth Management LLC | 2,353,894 | $432.39M | 14.6% | +6,590.8% | 0.023% | |
8/21/2024 | Ted Buchan & Co | 14,705 | $2.84M | 1.5% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 30,099 | $5.82M | 0.2% | +9.8% | 0.000% | |
8/21/2024 | IMS Capital Management | 46,930 | $8.40M | 3.8% | +2.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 4,271,509 | $825.47M | 1.3% | +0.9% | 0.041% | |
8/20/2024 | Pathway Financial Advisers LLC | 6,764 | $1.31M | 0.5% | +1.9% | 0.000% | |
8/20/2024 | HFG Wealth Management LLC | 1,573 | $0.30M | 0.2% | -7.1% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 50,874 | $9.83M | 4.1% | -0.3% | 0.000% | |
8/20/2024 | Senator Investment Group LP | 650,000 | $125.61M | 6.1% | -16.1% | 0.006% | |
8/19/2024 | HWG Holdings LP | 57,739 | $11.16M | 4.1% | N/A | 0.001% | |
8/19/2024 | Garde Capital Inc. | 114,999 | $22.22M | 1.5% | -0.7% | 0.001% | |
8/19/2024 | Chase Investment Counsel Corp | 51,240 | $9.90M | 3.3% | +11.6% | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 1,036,371 | $200.28M | 2.1% | +0.3% | 0.010% | |
8/19/2024 | Kimelman & Baird LLC | 284,402 | $54.96M | 4.5% | N/A | 0.003% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 481,044 | $92.96M | 2.4% | -7.2% | 0.005% | |
8/19/2024 | Connective Capital Management LLC | 18,126 | $3.50M | 6.3% | +16.5% | 0.000% | |
8/16/2024 | Traction Financial Partners LLC | 2,485 | $0.44M | 0.3% | -3.0% | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 19,733 | $3.81M | 1.2% | +13.0% | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 2,125 | $0.41M | 0.3% | N/A | 0.000% | |
8/16/2024 | Wallace Capital Management Inc. | 4,850 | $0.94M | 0.1% | +18.3% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 21,465 | $4.15M | 3.0% | +2.5% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 76,021 | $14.69M | 1.0% | +5.7% | 0.001% | |
8/16/2024 | Quarry LP | 1,414 | $0.27M | 0.1% | N/A | 0.000% | |
8/16/2024 | Invst LLC | 30,145 | $5.95M | 0.7% | +8.2% | 0.000% | |
8/16/2024 | Teewinot Capital Advisers L.L.C. | 521,832 | $100.84M | 9.9% | +52.5% | 0.005% | |
8/16/2024 | Covington Investment Advisors Inc. | 99,326 | $19.20M | 3.1% | -3.2% | 0.001% | |
8/16/2024 | Second Line Capital LLC | 8,512 | $1.65M | 0.5% | +12.9% | 0.000% | |
8/16/2024 | Seaport Global Advisors LLC | 2,774 | $0.54M | 1.9% | -76.9% | 0.000% | |
8/16/2024 | Twin Lakes Capital Management LLC | 16,815 | $3.25M | 1.9% | -7.7% | 0.000% | |
8/16/2024 | Wallace Advisory Group LLC | 27,331 | $5.28M | 3.8% | -1.3% | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 80,739 | $15.60M | 1.6% | -3.3% | 0.001% | |
8/16/2024 | Granite FO LLC | 18,250 | $3.53M | 2.3% | N/A | 0.000% | |
8/16/2024 | Front Row Advisors LLC | 16,164 | $3.12M | 1.1% | -6.2% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 22,443 | $4.34M | 1.1% | +4.4% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,847,177 | $550.22M | 0.5% | +0.5% | 0.027% | |
8/16/2024 | NewEdge Advisors LLC | 1,094,051 | $211.43M | 1.5% | +11.8% | 0.011% | |
8/16/2024 | Ascension Asset Management LLC | 14,745 | $2.85M | 1.5% | -3.3% | 0.000% | |
8/16/2024 | Northeast Financial Consultants Inc | 295,808 | $57.17M | 2.6% | +11.3% | 0.003% | |
8/16/2024 | Silver Lake Advisory LLC | 2,990 | $0.58M | 0.1% | -3.3% | 0.000% | |
8/16/2024 | Horizon Financial Services LLC | 3,193 | $0.62M | 0.4% | -16.7% | 0.000% | |
8/16/2024 | Nemes Rush Group LLC | 86,393 | $16.70M | 2.3% | +0.7% | 0.001% | |
8/16/2024 | Magnolia Capital Advisors LLC | 91,611 | $17.70M | 0.6% | N/A | 0.001% | |
8/16/2024 | Copperwynd Financial LLC | 11,802 | $2.21M | 0.7% | +7.1% | 0.000% | |
8/16/2024 | Doheny Asset Management CA | 14,981 | $2.90M | 1.6% | +11.1% | 0.000% | |
8/16/2024 | Buck Wealth Strategies LLC | 51,010 | $9.86M | 2.9% | N/A | 0.000% | |
8/16/2024 | Clearline Capital LP | 234,401 | $45.30M | 1.3% | -17.9% | 0.002% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 20,973 | $4.05M | 0.1% | -71.6% | 0.000% | |
8/16/2024 | Aviso Wealth Management | 29,671 | $5.73M | 3.4% | +1.8% | 0.000% | |
8/16/2024 | Full Sail Capital LLC | 39,462 | $7.63M | 0.5% | +1.6% | 0.000% | |
8/16/2024 | Ascent Group LLC | 98,200 | $18.98M | 1.5% | +7.2% | 0.001% | |
8/16/2024 | SkyView Investment Advisors LLC | 16,003 | $3.09M | 0.5% | +12.6% | 0.000% | |
8/16/2024 | Driehaus Capital Management LLC | 13,918 | $2.69M | 0.0% | +26.0% | 0.000% | |
8/16/2024 | Rockport Wealth LLC | 76,749 | $14.83M | 6.3% | +2,240.6% | 0.001% | |
8/16/2024 | MidWestOne Financial Group Inc. | 21,717 | $4.20M | 0.8% | -8.1% | 0.000% | |
8/16/2024 | Empirical Capital Management LLC | 100,000 | $19.33M | 13.8% | +20.5% | 0.001% | |
8/16/2024 | Vulcan Value Partners LLC | 2,490,807 | $481.61M | 7.3% | -14.4% | 0.024% | |
8/16/2024 | Brick & Kyle Associates | 48,957 | $9.46M | 3.9% | +1.5% | 0.000% | |
8/16/2024 | Kathmere Capital Management LLC | 11,404 | $2.20M | 0.2% | +29.9% | 0.000% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 24,225 | $4.68M | 0.5% | +90.7% | 0.000% | |
8/16/2024 | Texas Capital Bancshares Inc TX | 2,923 | $0.57M | 0.2% | +44.6% | 0.000% | |
8/16/2024 | Goodman Advisory Group LLC | 32,070 | $6.20M | 1.9% | -3.1% | 0.000% | |
8/16/2024 | Cim Investment Management Inc. | 27,812 | $5.38M | 1.7% | +0.9% | 0.000% | |
8/16/2024 | Sepio Capital LP | 87,656 | $16.94M | 1.6% | -7.2% | 0.001% | |
8/16/2024 | Raab & Moskowitz Asset Management LLC | 35,788 | $6.92M | 1.9% | -0.2% | 0.000% | |
8/16/2024 | Core Wealth Advisors Inc. | 11,081 | $2.14M | 0.7% | +309.3% | 0.000% | |