8/28/2023 | Delphi Management Inc. MA | 49,785 | $1.36M | 1.4% | N/A | 0.030% |  |
8/21/2023 | Osaic Holdings Inc. | 52,359 | $1.43M | 0.0% | +74.6% | 0.032% |  |
8/15/2023 | Wells Fargo & Company MN | 197,539 | $5.41M | 0.0% | +37.3% | 0.119% |  |
8/15/2023 | Jaffetilchin Investment Partners LLC | 27,129 | $0.74M | 0.1% | +152.5% | 0.016% |  |
8/15/2023 | Integrated Wealth Concepts LLC | 79,529 | $2.18M | 0.0% | N/A | 0.048% |  |
8/15/2023 | Y Intercept Hong Kong Ltd | 26,604 | $0.73M | 0.1% | -53.7% | 0.016% |  |
8/15/2023 | Goldman Sachs Group Inc. | 9,690 | $0.27M | 0.0% | N/A | 0.006% |  |
8/15/2023 | Gries Financial LLC | 441,034 | $12.07M | 3.3% | +0.2% | 0.266% |  |
8/15/2023 | Harbour Investments Inc. | 4,755 | $0.13M | 0.0% | +8.9% | 0.003% |  |
8/15/2023 | Captrust Financial Advisors | 49,869 | $1.36M | 0.0% | +1.8% | 0.030% |  |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 123,679 | $3.38M | 1.9% | N/A | 0.075% |  |
8/15/2023 | Proficio Capital Partners LLC | 187,152 | $5.12M | 0.7% | -2.1% | 0.113% |  |
8/15/2023 | Quadrature Capital Ltd | 82,048 | $2.25M | 0.1% | N/A | 0.050% |  |
8/15/2023 | Royal Bank of Canada | 743,357 | $20.34M | 0.0% | +20.2% | 0.449% |  |
8/15/2023 | Rockefeller Capital Management L.P. | 109,247 | $2.99M | 0.0% | +9.1% | 0.066% |  |
8/15/2023 | Stifel Financial Corp | 198,752 | $5.44M | 0.0% | +2.3% | 0.120% |  |
8/15/2023 | Beacon Pointe Advisors LLC | 11,533 | $0.32M | 0.0% | -85.6% | 0.007% |  |
8/15/2023 | Chilton Investment Co. Inc. | 65,461 | $1.79M | 0.1% | +36.9% | 0.040% |  |
8/14/2023 | United Capital Financial Advisers LLC | 75,700 | $2.07M | 0.0% | +39.7% | 0.046% |  |
8/14/2023 | Tower Research Capital LLC TRC | 8,598 | $0.24M | 0.0% | +67.0% | 0.005% |  |
8/14/2023 | Schonfeld Strategic Advisors LLC | 29,700 | $0.81M | 0.0% | N/A | 0.018% |  |
8/14/2023 | Bison Wealth LLC | 153,852 | $4.21M | 0.8% | N/A | 0.093% |  |
8/14/2023 | MML Investors Services LLC | 34,968 | $0.96M | 0.0% | -16.1% | 0.021% |  |
8/14/2023 | Snowden Capital Advisors LLC | 75,531 | $2.07M | 0.1% | +8.6% | 0.046% |  |
8/11/2023 | Baird Financial Group Inc. | 247,064 | $6.76M | 0.0% | +4.2% | 0.149% |  |
8/11/2023 | BlackRock Inc. | 727,072 | $19.89M | 0.0% | -5.5% | 0.440% |  |
8/11/2023 | Smith Moore & CO. | 20,912 | $0.57M | 0.1% | N/A | 0.013% |  |
8/11/2023 | Garnet Equity Capital Holdings Inc. | 80,000 | $2.19M | 0.8% | -20.0% | 0.048% |  |
8/11/2023 | JPMorgan Chase & Co. | 1,564,721 | $42.81M | 0.0% | -3.4% | 0.946% |  |
8/11/2023 | PNC Financial Services Group Inc. | 1,034 | $28K | 0.0% | +57.1% | 0.001% |  |
8/10/2023 | Osaic Holdings Inc. | 52,359 | $1.43M | 0.0% | +74.6% | 0.032% |  |
8/10/2023 | Cruiser Capital Advisors LLC | 15,000 | $0.41M | 0.4% | -50.0% | 0.009% |  |
8/10/2023 | Commonwealth Equity Services LLC | 22,448 | $0.61M | 0.0% | +10.9% | 0.014% |  |
8/10/2023 | AXS Investments LLC | 5,000 | $0.14M | 0.0% | N/A | 0.003% |  |
8/10/2023 | US Bancorp DE | 8,383 | $0.23M | 0.0% | +31.3% | 0.005% |  |
8/10/2023 | Private Advisor Group LLC | 16,141 | $0.44M | 0.0% | N/A | 0.010% |  |
8/10/2023 | Nicholas Investment Partners LP | 33,151 | $0.91M | 0.1% | N/A | 0.020% |  |
8/9/2023 | Mckinley Capital Management LLC | 352,351 | $9.64M | 1.3% | +5.0% | 0.213% |  |
8/9/2023 | Texas Capital Bank Wealth Management Services Inc. | 20,000 | $0.55M | 0.1% | +100.0% | 0.012% |  |
8/8/2023 | Resolute Wealth Strategies LLC | 225,621 | $6.17M | 4.8% | -0.9% | 0.136% |  |
8/7/2023 | Kayne Anderson Capital Advisors LP | 45,328 | $1.24M | 0.0% | -17.6% | 0.027% |  |
8/4/2023 | Parallel Advisors LLC | 7,817 | $0.21M | 0.0% | N/A | 0.005% |  |
8/4/2023 | Envestnet Asset Management Inc. | 25,593 | $0.70M | 0.0% | +10.3% | 0.015% |  |
8/4/2023 | abrdn plc | 118,146 | $3.23M | 0.0% | -3.9% | 0.071% |  |
8/3/2023 | Triumph Capital Management | 28,090 | $0.77M | 0.3% | N/A | 0.017% |  |
8/3/2023 | Dynamic Advisor Solutions LLC | 26,001 | $0.71M | 0.0% | +46.9% | 0.016% |  |
8/3/2023 | CWM LLC | 3,200 | $88K | 0.0% | N/A | 0.002% |  |
8/3/2023 | Advisors Capital Management LLC | 490,732 | $13.43M | 0.3% | +2.8% | 0.297% |  |
8/3/2023 | Van ECK Associates Corp | 1,097,421 | $30.03M | 0.1% | +2.2% | 0.663% |  |
8/3/2023 | BI Asset Management Fondsmaeglerselskab A S | 53,399 | $1.45M | 0.0% | -20.3% | 0.032% |  |
8/3/2023 | Bank of New York Mellon Corp | 16,634 | $0.46M | 0.0% | -16.1% | 0.010% |  |
8/3/2023 | Shufro Rose & Co. LLC | 19,549 | $0.54M | 0.0% | -96.0% | 0.012% |  |
8/3/2023 | Steel Peak Wealth Management LLC | 9,166 | $0.26M | 0.0% | -20.7% | 0.006% |  |
8/3/2023 | Oppenheimer & Co. Inc. | 36,340 | $0.99M | 0.0% | +6.2% | 0.022% |  |
8/2/2023 | Bank of Montreal Can | 9,419 | $0.26M | 0.0% | N/A | 0.006% |  |
8/2/2023 | North Star Investment Management Corp. | 8,556 | $0.23M | 0.0% | -22.2% | 0.005% |  |
8/1/2023 | Signaturefd LLC | 4,000 | $0.11M | 0.0% | N/A | 0.002% |  |
8/1/2023 | Keybank National Association OH | 45,832 | $1.25M | 0.0% | -18.1% | 0.028% |  |
8/1/2023 | BDO Wealth Advisors LLC | 133,882 | $3.66M | 0.4% | -0.4% | 0.081% |  |
8/1/2023 | Wealthspire Advisors LLC | 18,843 | $0.52M | 0.0% | N/A | 0.011% |  |
7/31/2023 | LPL Financial LLC | 81,851 | $2.24M | 0.0% | +32.8% | 0.049% |  |
7/31/2023 | Americana Partners LLC | 164,668 | $4.51M | 0.6% | +222.6% | 0.100% |  |
7/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 363,464 | $9.94M | 0.0% | +3.5% | 0.220% |  |
7/28/2023 | Walter & Keenan Wealth Management LLC IN ADV | 15,325 | $0.42M | 0.2% | N/A | 0.009% |  |
7/28/2023 | First Republic Investment Management Inc. | 17,706 | $0.48M | 0.0% | -76.7% | 0.011% |  |
7/28/2023 | Hohimer Wealth Management LLC | 35,299 | $0.97M | 0.3% | +9.2% | 0.021% |  |
7/27/2023 | B. Riley Wealth Advisors Inc. | 69,365 | $1.95M | 0.0% | +4.0% | 0.042% |  |
7/27/2023 | Inlet Private Wealth LLC | 23,500 | $0.64M | 0.2% | +176.5% | 0.014% |  |
7/27/2023 | Joel Isaacson & Co. LLC | 32,500 | $0.89M | 0.1% | -19.0% | 0.020% |  |
7/26/2023 | Pallas Capital Advisors LLC | 36,421 | $1.01M | 0.0% | +179.2% | 0.022% |  |
7/26/2023 | Amplius Wealth Advisors LLC | 1,216,413 | $33.28M | 4.5% | +7.4% | 0.735% |  |
7/26/2023 | Destiny Wealth Partners LLC | 279,558 | $7.79M | 1.5% | +1.9% | 0.169% |  |
7/26/2023 | Janney Montgomery Scott LLC | 108,426 | $2.97M | 0.0% | +17.9% | 0.066% |  |
7/26/2023 | National Bank of Canada FI | 8,100 | $0.22M | 0.0% | +5.2% | 0.005% |  |
7/26/2023 | Forum Financial Management LP | 39,117 | $1.07M | 0.0% | N/A | 0.024% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 163,423 | $4.47M | 0.0% | -17.9% | 0.099% |  |
7/25/2023 | Raymond James & Associates | 242,561 | $6.64M | 0.0% | +13.0% | 0.147% |  |
7/25/2023 | Ameritas Advisory Services LLC | 8,375 | $0.23M | 0.0% | N/A | 0.005% |  |
7/24/2023 | SVB Wealth LLC | 8,627 | $0.24M | 0.0% | N/A | 0.005% |  |
7/24/2023 | Dfpg Investments LLC | 63,769 | $1.76M | 0.2% | +17.2% | 0.039% |  |
7/24/2023 | Goodwin Daniel L | 7,950 | $0.22M | 0.1% | N/A | 0.005% |  |
7/21/2023 | Creative Planning | 2,374,473 | $64.97M | 0.1% | +4.1% | 1.436% |  |
7/20/2023 | Global Retirement Partners LLC | 74,804 | $2.05M | 0.1% | +1,949.4% | 0.045% |  |
7/20/2023 | Shikiar Asset Management Inc. | 302,940 | $8.29M | 2.7% | -2.5% | 0.183% |  |
7/19/2023 | Magnus Financial Group LLC | 7,814 | $0.21M | 0.0% | N/A | 0.005% |  |
7/19/2023 | Leavell Investment Management Inc. | 51,239 | $1.44M | 0.1% | +1.0% | 0.031% |  |
7/19/2023 | Campbell Capital Management Inc. | 51,400 | $1.41M | 0.8% | -8.9% | 0.031% |  |
7/18/2023 | Allworth Financial LP | 41,477 | $1.14M | 0.0% | -7.8% | 0.025% |  |
7/18/2023 | Stratos Wealth Partners LTD. | 14,782 | $0.40M | 0.0% | -42.5% | 0.009% |  |
7/17/2023 | Tranquility Partners LLC | 347,219 | $9.50M | 4.1% | -7.4% | 0.210% |  |
7/17/2023 | HM Payson & Co. | 2,650 | $73K | 0.0% | N/A | 0.002% |  |
7/17/2023 | Guyasuta Investment Advisors Inc. | 30,700 | $0.84M | 0.1% | +5.1% | 0.019% |  |
7/17/2023 | Dubuque Bank & Trust Co. | 105,829 | $2.90M | 0.4% | -8.8% | 0.064% |  |
7/17/2023 | Claybrook Capital LLC | 10,400 | $0.29M | 0.2% | N/A | 0.006% |  |
7/14/2023 | Ronald Blue Trust Inc. | 146,300 | $3.65M | 0.1% | -44.7% | 0.088% |  |
7/14/2023 | Adams Asset Advisors LLC | 94,350 | $2.58M | 0.4% | +1.7% | 0.057% |  |
7/14/2023 | Harbor Investment Advisory LLC | 3,968 | $0.11M | 0.0% | N/A | 0.002% |  |
7/14/2023 | Integrated Advisors Network LLC | 19,026 | $0.52M | 0.0% | +2.4% | 0.012% |  |
7/14/2023 | Cornerstone Wealth Management LLC | 26,942 | $0.74M | 0.1% | +14.6% | 0.016% |  |
7/13/2023 | Crescent Grove Advisors LLC | 15,340 | $0.43M | 0.0% | N/A | 0.009% |  |