5/3/2024 | Integrity Financial Corp WA | 34,914 | $0.54M | 0.4% | -56.1% | 0.009% | |
5/2/2024 | Gilbert & Cook Inc. | 180,554 | $2.78M | 0.4% | +0.8% | 0.046% | |
5/2/2024 | Mckinley Capital Management LLC | 719,742 | $11.07M | 1.3% | -2.9% | 0.185% | |
5/2/2024 | Fortem Financial Group LLC | 120,062 | $1.85M | 0.8% | +7.3% | 0.031% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,709,801 | $26.30M | 0.1% | +6.1% | 0.439% | |
5/1/2024 | Blue Trust Inc. | 62,469 | $0.96M | 0.0% | -7.5% | 0.016% | |
5/1/2024 | Retirement Group LLC | 3,105 | $48K | 0.0% | +216.8% | 0.001% | |
5/1/2024 | Mission Wealth Management LP | 11,210 | $0.17M | 0.0% | -23.8% | 0.003% | |
5/1/2024 | Diversify Advisory Services LLC | 152,143 | $2.33M | 0.1% | N/A | 0.039% | |
4/30/2024 | Private Advisor Group LLC | 142,002 | $2.18M | 0.0% | -0.7% | 0.036% | |
4/30/2024 | Hartline Investment Corp | 15,759 | $0.24M | 0.0% | N/A | 0.004% | |
4/30/2024 | Van ECK Associates Corp | 8,150,533 | $125.36M | 0.2% | +19.4% | 2.091% | |
4/30/2024 | HB Wealth Management LLC | 329,369 | $5.07M | 0.1% | -8.4% | 0.085% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 17,437 | $0.27M | 0.1% | N/A | 0.004% | |
4/30/2024 | SpiderRock Advisors LLC | 24,741 | $0.38M | 0.0% | N/A | 0.006% | |
4/30/2024 | Arkadios Wealth Advisors | 22,355 | $0.34M | 0.0% | -5.3% | 0.006% | |
4/30/2024 | Caprock Group LLC | 28,162 | $0.44M | 0.0% | +3.8% | 0.007% | |
4/29/2024 | Commonwealth Equity Services LLC | 702,780 | $10.81M | 0.0% | +13.5% | 0.180% | |
4/26/2024 | Prairiewood Capital LLC | 185,191 | $2.85M | 1.3% | +14.9% | 0.048% | |
4/26/2024 | Chicago Partners Investment Group LLC | 484,470 | $7.63M | 0.3% | +11.4% | 0.124% | |
4/26/2024 | Latitude Advisors LLC | 10,095 | $0.16M | 0.1% | N/A | 0.003% | |
4/25/2024 | Carmel Capital Partners LLC | 128,896 | $1.98M | 0.8% | +11.6% | 0.033% | |
4/25/2024 | Triumph Capital Management | 32,675 | $0.50M | 0.2% | -4.5% | 0.008% | |
4/25/2024 | GFS Advisors LLC | 54,935 | $0.85M | 0.1% | +102.8% | 0.014% | |
4/25/2024 | Valeo Financial Advisors LLC | 65,000 | $1.03M | 0.0% | N/A | 0.017% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 338,795 | $5.21M | 0.0% | +4.4% | 0.087% | |
4/24/2024 | Demars Financial Group LLC | 29,166 | $0.45M | 0.2% | -20.8% | 0.007% | |
4/24/2024 | Simplicity Wealth LLC | 17,564 | $0.27M | 0.0% | N/A | 0.005% | |
4/23/2024 | Global Retirement Partners LLC | 11,642 | $0.18M | 0.0% | -14.4% | 0.003% | |
4/23/2024 | Sage Mountain Advisors LLC | 25,990 | $0.40M | 0.0% | N/A | 0.007% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 652,007 | $10.03M | 0.0% | -2.7% | 0.167% | |
4/22/2024 | Raymond James & Associates | 831,716 | $12.79M | 0.0% | -3.8% | 0.213% | |
4/22/2024 | Strategies Wealth Advisors LLC | 27,520 | $0.42M | 0.1% | +2.8% | 0.007% | |
4/19/2024 | Abundance Wealth Counselors | 29,568 | $0.46M | 0.1% | +3.9% | 0.008% | |
4/19/2024 | Valeo Financial Advisors LLC | 65,000 | $1M | 0.0% | N/A | 0.017% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 753,430 | $11.59M | 0.0% | +5.6% | 0.193% | |
4/18/2024 | SeaCrest Wealth Management LLC | 87,893 | $1.35M | 0.2% | +81.5% | 0.023% | |
4/18/2024 | Naviter Wealth LLC | 277,209 | $4.37M | 0.7% | +1,373.8% | 0.071% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 20,334 | $0.31M | 0.1% | N/A | 0.005% | |
4/18/2024 | CAP Partners LLC | 13,341 | $0.21M | 0.2% | N/A | 0.003% | |
4/18/2024 | Mirador Capital Partners LP | 27,182 | $0.42M | 0.1% | +13.5% | 0.007% | |
4/18/2024 | Pettinga Financial Advisors LLC | 719,998 | $11.07M | 2.8% | -9.6% | 0.185% | |
4/18/2024 | SteelPeak Wealth LLC | 20,001 | $0.31M | 0.0% | N/A | 0.005% | |
4/17/2024 | Winthrop Advisory Group LLC | 28,972 | $0.45M | 0.1% | -59.5% | 0.007% | |
4/17/2024 | Trinity Financial Advisors LLC | 664,595 | $10.22M | 4.6% | -20.9% | 0.171% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 226,574 | $3.49M | 0.2% | -10.7% | 0.058% | |
4/16/2024 | Register Financial Advisors LLC | 10,172 | $0.16M | 0.1% | +135.6% | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 51,159 | $0.79M | 0.0% | N/A | 0.013% | |
4/15/2024 | Epiq Partners LLC | 268,050 | $4.12M | 2.7% | N/A | 0.069% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 24,795 | $0.38M | 0.0% | +3.8% | 0.006% | |
4/15/2024 | DGS Capital Management LLC | 12,170 | $0.19M | 0.1% | N/A | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 127,195 | $1.96M | 0.2% | +4.8% | 0.033% | |
4/15/2024 | Sound Income Strategies LLC | 2,603,592 | $40.04M | 3.0% | +5.8% | 0.668% | |
4/12/2024 | Global Assets Advisory LLC | 15,280 | $0.24M | 0.0% | N/A | 0.004% | |
4/12/2024 | GP Brinson Investments LLC | 255,381 | $3.93M | 1.7% | N/A | 0.066% | |
4/12/2024 | Westend Capital Management LLC | 3,625 | $56K | 0.0% | N/A | 0.001% | |
4/11/2024 | Salem Investment Counselors Inc. | 332,540 | $5.27M | 0.2% | +6.8% | 0.085% | |
4/11/2024 | First Affirmative Financial Network | 17,401 | $0.27M | 0.2% | +9.2% | 0.004% | |
4/10/2024 | Melia Wealth LLC | 899,130 | $13.83M | 7.8% | N/A | 0.231% | |
4/1/2024 | Confluence Investment Management LLC | 198,966 | $3.06M | 0.0% | N/A | 0.051% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 2,603 | $38K | 0.0% | N/A | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 82,052 | $1.26M | 0.1% | N/A | 0.021% | |
3/25/2024 | Quadrature Capital Ltd | 22,319 | $0.33M | 0.0% | N/A | 0.006% | |
3/22/2024 | PNC Financial Services Group Inc. | 46,332 | $0.68M | 0.0% | N/A | 0.012% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 27,740 | $0.41M | 0.3% | N/A | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 32,809 | $0.50M | 0.0% | N/A | 0.008% | |
3/4/2024 | Tucker Asset Management LLC | 5,506 | $81K | 0.0% | N/A | 0.001% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,098,035 | $16.21M | 0.0% | N/A | 0.282% | |
2/23/2024 | Chicago Partners Investment Group LLC | 434,850 | $6.55M | 0.3% | N/A | 0.112% | |
2/16/2024 | Oarsman Capital Inc. | 102,564 | $1.51M | 0.4% | N/A | 0.026% | |
2/15/2024 | Palogic Value Management L.P. | 87,230 | $1.29M | 0.6% | N/A | 0.022% | |
2/15/2024 | Chilton Investment Co. Inc. | 31,912 | $0.47M | 0.0% | N/A | 0.008% | |
2/14/2024 | Greenwich Investment Management Inc. | 140,390 | $2.07M | 1.6% | N/A | 0.036% | |
2/14/2024 | Cruiser Capital Advisors LLC | 15,000 | $0.22M | 0.3% | N/A | 0.004% | |
2/14/2024 | Muzinich & Co. Inc. | 733,934 | $10.83M | 7.2% | N/A | 0.188% | |
2/14/2024 | Partners Group Holding AG | 407,693 | $6.02M | 0.7% | N/A | 0.105% | |
2/14/2024 | TMD Wealth Management LLC | 17,400 | $0.26M | 0.1% | N/A | 0.004% | |
2/14/2024 | Beacon Investment Advisors LLC | 122,952 | $1.82M | 1.2% | N/A | 0.032% | |
2/13/2024 | Stephens Inc. AR | 3,087,719 | $45.58M | 0.8% | N/A | 0.792% | |
2/13/2024 | Oppenheimer & Co. Inc. | 454,719 | $6.71M | 0.1% | N/A | 0.117% | |
2/13/2024 | Edge Capital Group LLC | 717,844 | $10.60M | 0.6% | N/A | 0.184% | |
2/13/2024 | Bard Associates Inc. | 73,360 | $1.11M | 0.4% | N/A | 0.019% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 151,055 | $2.23M | 1.1% | N/A | 0.039% | |
2/12/2024 | Alpha DNA Investment Management LLC | 16,092 | $0.24M | 0.1% | N/A | 0.004% | |
2/12/2024 | Tradition Wealth Management LLC | 130,172 | $1.92M | 0.2% | N/A | 0.033% | |
2/12/2024 | Condor Capital Management | 375,186 | $5.54M | 0.6% | N/A | 0.096% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 10,000 | $0.15M | 0.0% | N/A | 0.003% | |
2/12/2024 | Olympiad Research LP | 14,068 | $0.21M | 0.2% | N/A | 0.004% | |
2/12/2024 | Innealta Capital LLC | 12,266 | $0.18M | 0.1% | N/A | 0.003% | |
2/12/2024 | Stifel Financial Corp | 903,327 | $13.33M | 0.0% | N/A | 0.232% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 163,581 | $2.41M | 0.0% | N/A | 0.042% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 3,874 | $57K | 0.0% | N/A | 0.001% | |
2/12/2024 | IPG Investment Advisors LLC | 38,737 | $0.59M | 0.1% | N/A | 0.010% | |
2/12/2024 | Parallel Advisors LLC | 9,500 | $0.14M | 0.0% | N/A | 0.002% | |
2/12/2024 | Heritage Wealth Advisors | 2,200 | $32K | 0.0% | N/A | 0.001% | |
2/12/2024 | Cape Investment Advisory Inc. | 6,604 | $97K | 0.0% | N/A | 0.002% | |
2/9/2024 | Johnson Financial Group Inc. | 1,299,424 | $19.64M | 1.1% | N/A | 0.333% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 9,803 | $0.15M | 0.0% | N/A | 0.003% | |
2/9/2024 | Eagle Global Advisors LLC | 84,655 | $1.25M | 0.1% | N/A | 0.022% | |
2/9/2024 | Congress Wealth Management LLC DE | 65,222 | $0.96M | 0.0% | N/A | 0.017% | |