5/18/2023 | JPMorgan Chase & Co. | 1,279,225 | $31.89M | 0.0% | -28.7% | 1.215% |  |
5/16/2023 | Chilton Capital Management LLC | 9,165 | $0.23M | 0.0% | +10.9% | 0.009% |  |
5/16/2023 | Apollon Wealth Management LLC | 11,351 | $0.28M | 0.0% | +10.8% | 0.011% |  |
5/16/2023 | First Trust Advisors LP | 171,899 | $4.29M | 0.0% | +27.3% | 0.163% |  |
5/16/2023 | Brookfield Corp ON | 434,032 | $10.82M | 0.0% | -53.0% | 0.412% |  |
5/15/2023 | Moneta Group Investment Advisors LLC | 534,238 | $13.32M | 0.3% | +2.7% | 0.508% |  |
5/15/2023 | Catalyst Capital Advisors LLC | 159,072 | $3.97M | 0.1% | +6.7% | 0.151% |  |
5/15/2023 | Infrastructure Capital Advisors LLC | 898,057 | $22.39M | 2.6% | +7.8% | 0.853% |  |
5/12/2023 | SVB Wealth LLC | 16,701 | $0.42M | 0.0% | -10.6% | 0.016% |  |
5/12/2023 | Stifel Financial Corp | 543,686 | $13.55M | 0.0% | +22.8% | 0.517% |  |
5/12/2023 | Advisors Asset Management Inc. | 88,577 | $2.21M | 0.0% | -6.7% | 0.084% |  |
5/12/2023 | BNP Paribas Arbitrage SNC | 49,749 | $1.24M | 0.0% | +29.2% | 0.047% |  |
5/12/2023 | Bank of America Corp DE | 2,888,364 | $72.01M | 0.0% | -16.2% | 2.744% |  |
5/12/2023 | Clearbridge Investments LLC | 2,475,918 | $61.73M | 0.1% | +9.5% | 2.352% |  |
5/12/2023 | UBS Group AG | 707,256 | $17.63M | 0.0% | -16.3% | 0.672% |  |
5/12/2023 | First Republic Investment Management Inc. | 19,275 | $0.48M | 0.0% | -26.6% | 0.018% |  |
5/11/2023 | Tortoise Capital Advisors L.L.C. | 2,535,569 | $63.21M | 0.9% | -1.5% | 2.409% |  |
5/11/2023 | Bramshill Investments LLC | 122,671 | $3.06M | 0.4% | +1.9% | 0.117% |  |
5/11/2023 | Tortoise Index Solutions LLC | 81,096 | $2.02M | 0.4% | -13.9% | 0.077% |  |
5/11/2023 | NBW Capital LLC | 322,040 | $8.03M | 2.0% | -0.7% | 0.306% |  |
5/11/2023 | Cerity Partners LLC | 13,611 | $0.34M | 0.0% | N/A | 0.013% |  |
5/11/2023 | Commonwealth Equity Services LLC | 14,286 | $0.36M | 0.0% | +6.8% | 0.014% |  |
5/11/2023 | Citigroup Inc. | 60,844 | $1.52M | 0.0% | -85.8% | 0.058% |  |
5/11/2023 | Guggenheim Capital LLC | 16,327 | $0.41M | 0.0% | +11.4% | 0.016% |  |
5/10/2023 | Oppenheimer Asset Management Inc. | 17,608 | $0.44M | 0.0% | +11.6% | 0.017% |  |
5/10/2023 | LPL Financial LLC | 47,552 | $1.19M | 0.0% | +3.7% | 0.045% |  |
5/9/2023 | Tower Research Capital LLC TRC | 1,126 | $28K | 0.0% | -28.6% | 0.001% |  |
5/9/2023 | US Bancorp DE | 44,214 | $1.10M | 0.0% | -1.2% | 0.042% |  |
5/9/2023 | Institutional & Family Asset Management LLC | 14,336 | $0.36M | 0.1% | +67.4% | 0.014% |  |
5/8/2023 | Eagle Global Advisors LLC | 370,035 | $9.23M | 0.6% | -42.7% | 0.351% |  |
5/8/2023 | Sigma Planning Corp | 53,230 | $1.33M | 0.0% | +3.8% | 0.051% |  |
5/8/2023 | Global Retirement Partners LLC | 1,055 | $26K | 0.0% | +17,483.3% | 0.001% |  |
5/5/2023 | Prime Capital Investment Advisors LLC | 187,109 | $4.67M | 0.2% | +26.3% | 0.178% |  |
5/5/2023 | Avion Wealth | 6,169 | $0.16M | 0.0% | +7.6% | 0.006% |  |
5/5/2023 | American Financial Group Inc. | 16,500 | $0.41M | 0.1% | +13.8% | 0.016% |  |
5/5/2023 | Full Sail Capital LLC | 14,069 | $0.35M | 0.0% | N/A | 0.013% |  |
5/4/2023 | Barclays PLC | 579,677 | $14.45M | 0.0% | +20.7% | 0.550% |  |
5/4/2023 | Advisors Capital Management LLC | 66,341 | $1.65M | 0.0% | +18.3% | 0.063% |  |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 2,818,584 | $70.27M | 0.2% | +8.5% | 2.675% |  |
5/3/2023 | Van ECK Associates Corp | 8,597 | $0.21M | 0.0% | -17.8% | 0.008% |  |
5/3/2023 | Miller Howard Investments Inc. NY | 404,928 | $10.10M | 0.4% | -7.5% | 0.384% |  |
5/2/2023 | Kayne Anderson Capital Advisors LP | 163,800 | $4.08M | 0.1% | N/A | 0.155% |  |
5/2/2023 | Pacer Advisors Inc. | 12,848 | $0.32M | 0.0% | +5.7% | 0.012% |  |
4/28/2023 | SG Americas Securities LLC | 15,078 | $0.38M | 0.0% | +12.1% | 0.014% |  |
4/28/2023 | Janney Montgomery Scott LLC | 11,753 | $0.29M | 0.0% | -7.2% | 0.011% |  |
4/27/2023 | Stratos Wealth Advisors LLC | 10,000 | $0.25M | 0.0% | +5.3% | 0.009% |  |
4/26/2023 | Jennison Associates LLC | 649,895 | $16.20M | 0.0% | +12.9% | 0.617% |  |
4/26/2023 | Lindbrook Capital LLC | 5,435 | $0.14M | 0.0% | -60.8% | 0.005% |  |
4/24/2023 | GraniteShares Advisors LLC | 52,299 | $1.30M | 1.2% | +123.4% | 0.050% |  |
4/21/2023 | Pettinga Financial Advisors LLC | 12,300 | $0.31M | 0.1% | +15.0% | 0.012% |  |
4/20/2023 | Maryland State Retirement & Pension System | 79,329 | $1.98M | 0.0% | +323.6% | 0.075% |  |
4/19/2023 | Mcdonald Partners LLC | 15,813 | $0.39M | 0.1% | -3.6% | 0.015% |  |
4/19/2023 | Brookstone Capital Management | 20,982 | $0.53M | 0.0% | +2.4% | 0.020% |  |
4/18/2023 | Empirical Asset Management LLC | 18,586 | $0.46M | 0.4% | -7.6% | 0.018% |  |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,938 | $48K | 0.0% | N/A | 0.002% |  |
4/14/2023 | AE Wealth Management LLC | 13,375 | $0.33M | 0.0% | N/A | 0.013% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 230,747 | $5.75M | 0.0% | +17.3% | 0.219% |  |
4/14/2023 | Raymond James & Associates | 48,805 | $1.22M | 0.0% | -42.2% | 0.046% |  |
4/11/2023 | Chickasaw Capital Management LLC | 920,525 | $22.95M | 1.2% | +3.5% | 0.874% |  |
4/7/2023 | Sanders Morris Harris LLC | 11,970 | $0.30M | 0.1% | N/A | 0.011% |  |
2/24/2023 | Natixis | 322,200 | $8.44M | 0.0% | +11.0% | 0.308% |  |
2/16/2023 | Moneta Group Investment Advisors LLC | 543,825 | $14.24M | 0.4% | +1.8% | 0.520% |  |
2/16/2023 | Financial Advocates Investment Management | 24,729 | $0.65M | 0.0% | +88.8% | 0.024% |  |
2/15/2023 | Moneta Group Investment Advisors LLC | 543,825,315 | $14.24B | 0.4% | +101,693.1% | 519.651% |  |
2/15/2023 | Legacy Financial Strategies LLC | 11,300 | $0.30M | 0.1% | -9.6% | 0.011% |  |
2/15/2023 | Virtu Financial LLC | 9,321 | $0.24M | 0.0% | +23.6% | 0.009% |  |
2/15/2023 | Linscomb & Williams Inc. | 9,045 | $0.24M | 0.0% | N/A | 0.009% |  |
2/15/2023 | Morgan Stanley | 1,164,422 | $30.50M | 0.0% | +7.8% | 1.113% |  |
2/15/2023 | Mariner LLC | 435,783 | $11.41M | 0.0% | +63.8% | 0.416% |  |
2/15/2023 | NBW Capital LLC | 324,300 | $8.49M | 2.2% | -2.2% | 0.310% |  |
2/15/2023 | Alps Advisors Inc. | 12,335,027 | $323.05M | 2.9% | +21.3% | 11.787% |  |
2/13/2023 | Advisors Asset Management Inc. | 94,922 | $2.49M | 0.1% | +2.9% | 0.091% |  |
2/13/2023 | Deutsche Bank AG | 226,442 | $5.93M | 0.0% | -15.8% | 0.216% |  |
2/13/2023 | Infrastructure Capital Advisors LLC | 832,794 | $21.81M | 3.3% | -23.7% | 0.796% |  |
2/13/2023 | Natixis | 165,400 | $4.33M | 0.0% | -43.0% | 0.158% |  |
2/13/2023 | Advisors Capital Management LLC | 56,089 | $1.47M | 0.0% | +10.7% | 0.054% |  |
2/13/2023 | Wells Fargo & Company MN | 313,541 | $8.21M | 0.0% | +8.3% | 0.300% |  |
2/13/2023 | American Financial Group Inc. | 14,500 | $0.38M | 0.1% | +7.4% | 0.014% |  |
2/13/2023 | Tortoise Index Solutions LLC | 94,183 | $0.43M | 0.1% | +29.2% | 0.090% |  |
2/13/2023 | Barclays PLC | 480,243 | $12.58M | 0.0% | +36.3% | 0.459% |  |
2/13/2023 | JPMorgan Chase & Co. | 1,795,071 | $47.01M | 0.0% | +27.8% | 1.715% |  |
2/10/2023 | Bank of America Corp DE | 3,448,175 | $90.31M | 0.0% | -17.5% | 3.295% |  |
2/10/2023 | Creative Planning | 17,612 | $0.46M | 0.0% | +7.1% | 0.017% |  |
2/10/2023 | Victory Capital Management Inc. | 9,264 | $0.24M | 0.0% | -10.0% | 0.009% |  |
2/10/2023 | Advisor Group Holdings Inc. | 205,512 | $5.38M | 0.0% | +77.3% | 0.196% |  |
2/10/2023 | Clearbridge Investments LLC | 2,261,218 | $59.22M | 0.1% | +15.0% | 2.161% |  |
2/10/2023 | SVB Wealth LLC | 18,685 | $0.49M | 0.0% | +155.6% | 0.018% |  |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 2,598,551 | $68.06M | 0.2% | +2.2% | 2.483% |  |
2/9/2023 | First Trust Advisors LP | 135,062 | $3.54M | 0.0% | -17.6% | 0.129% |  |
2/9/2023 | Victory Capital Management Inc. | 9,181 | $0.25M | 0.0% | -10.8% | 0.009% |  |
2/9/2023 | Citigroup Inc. | 429,969 | $11.26M | 0.0% | +42.5% | 0.411% |  |
2/9/2023 | HighTower Advisors LLC | 35,866 | $0.94M | 0.0% | +3.9% | 0.034% |  |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 196,778 | $5.15M | 0.0% | +14.6% | 0.188% |  |
2/8/2023 | UBS Group AG | 845,118 | $22.13M | 0.0% | -62.0% | 0.808% |  |
2/8/2023 | Prime Capital Investment Advisors LLC | 148,109 | $3.88M | 0.1% | -2.9% | 0.142% |  |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 9,506 | $0.25M | 0.0% | +4.6% | 0.009% |  |
2/8/2023 | AlphaStar Capital Management LLC | 19,977 | $0.52M | 0.1% | +24.7% | 0.019% |  |
2/7/2023 | Eagle Global Advisors LLC | 645,248 | $16.90M | 1.2% | +36.1% | 0.617% |  |
2/7/2023 | LPL Financial LLC | 45,869 | $1.20M | 0.0% | +16.6% | 0.044% |  |
2/7/2023 | Cutler Group LLC CA | 3,256 | $85K | 0.0% | -80.0% | 0.003% |  |