9/12/2023 | Prosperity Financial Group Inc. | 12,300 | $0.16M | 0.1% | -24.5% | 0.000% |  |
9/7/2023 | Strategic Financial Concepts LLC | 18,249 | $0.23M | 0.1% | +8.3% | 0.001% |  |
9/1/2023 | Portside Wealth Group LLC | 22,099 | $0.28M | 0.0% | N/A | 0.001% |  |
8/30/2023 | Cooperman Leon G | 11,912,500 | $151.29M | 8.2% | +8.3% | 0.379% |  |
8/30/2023 | Chapin Davis Inc. | 107,324 | $1.36M | 0.6% | +0.8% | 0.003% |  |
8/23/2023 | Rehmann Capital Advisory Group | 17,697 | $0.23M | 0.0% | +9.9% | 0.001% |  |
8/21/2023 | Osaic Holdings Inc. | 2,499,366 | $31.75M | 0.1% | +6.4% | 0.080% |  |
8/21/2023 | Principal Street Partners LLC | 40,784 | $0.52M | 0.1% | -23.8% | 0.001% |  |
8/17/2023 | Imprint Wealth LLC | 42,621 | $4.26M | 0.2% | N/A | 0.001% |  |
8/16/2023 | Nuveen Asset Management LLC | 572,851 | $7.28M | 0.0% | +125.5% | 0.018% |  |
8/16/2023 | CreativeOne Wealth LLC | 98,191 | $1.25M | 0.1% | +3.8% | 0.003% |  |
8/16/2023 | PCA Investment Advisory Services Inc. | 10,149 | $0.13M | 0.1% | -15.1% | 0.000% |  |
8/16/2023 | Sunbelt Securities Inc. | 188,007 | $2.39M | 0.3% | +5.9% | 0.006% |  |
8/16/2023 | Castleark Management LLC | 378,840 | $4.81M | 0.2% | -24.6% | 0.012% |  |
8/16/2023 | GTS Securities LLC | 267,838 | $3.40M | 0.1% | N/A | 0.009% |  |
8/15/2023 | Equitable Holdings Inc. | 97,999 | $1.25M | 0.0% | +94.2% | 0.003% |  |
8/15/2023 | Imprint Wealth LLC | 42,621 | $4.26M | 0.0% | N/A | 0.001% |  |
8/15/2023 | Wells Fargo & Company MN | 8,116,575 | $103.08M | 0.0% | +1.5% | 0.258% |  |
8/15/2023 | IMA Wealth Inc. | 2,400 | $30K | 0.0% | +100.0% | 0.000% |  |
8/15/2023 | Jaffetilchin Investment Partners LLC | 18,621 | $0.24M | 0.0% | +11.8% | 0.001% |  |
8/15/2023 | SkyView Investment Advisors LLC | 39,115 | $0.50M | 0.1% | -8.8% | 0.001% |  |
8/15/2023 | Moneta Group Investment Advisors LLC | 162,857 | $2.07M | 0.0% | +18.5% | 0.005% |  |
8/15/2023 | Integrated Wealth Concepts LLC | 289,130 | $3.67M | 0.1% | -0.5% | 0.009% |  |
8/15/2023 | Holderness Investments Co. | 50,719 | $0.64M | 0.2% | -2.9% | 0.002% |  |
8/15/2023 | Raymond James Trust N.A. | 146,970 | $1.87M | 0.1% | +4.4% | 0.005% |  |
8/15/2023 | First Capital Advisors Group LLC. | 39,115 | $0.50M | 0.3% | -8.8% | 0.001% |  |
8/15/2023 | NBW Capital LLC | 859,450 | $10.92M | 2.5% | -7.4% | 0.027% |  |
8/15/2023 | Cullen Capital Management LLC | 447,518 | $5.68M | 0.1% | +7.9% | 0.014% |  |
8/15/2023 | IHT Wealth Management LLC | 173,942 | $2.21M | 0.1% | +7.2% | 0.006% |  |
8/15/2023 | Centaurus Financial Inc. | 8,564 | $0.11M | 0.0% | -51.2% | 0.000% |  |
8/15/2023 | Goldman Sachs Group Inc. | 59,320,348 | $753.37M | 0.2% | -11.6% | 1.887% |  |
8/15/2023 | Pin Oak Investment Advisors Inc. | 256,121 | $3.25M | 3.6% | +0.8% | 0.008% |  |
8/15/2023 | MidWestOne Financial Group Inc. | 64,404 | $0.82M | 0.2% | +81.5% | 0.002% |  |
8/15/2023 | Belpointe Asset Management LLC | 66,119 | $0.84M | 0.1% | -61.8% | 0.002% |  |
8/15/2023 | Cutler Capital Management LLC | 421,522 | $5.35M | 2.5% | +2.3% | 0.013% |  |
8/15/2023 | Harbour Investments Inc. | 179,110 | $2.28M | 0.1% | +2.0% | 0.006% |  |
8/15/2023 | Captrust Financial Advisors | 941,791 | $11.96M | 0.0% | +94.0% | 0.030% |  |
8/15/2023 | Tyler Stone Wealth Management | 3,600 | $46K | 0.0% | N/A | 0.000% |  |
8/15/2023 | Vista Investment Management | 10,200 | $0.13M | 0.1% | N/A | 0.000% |  |
8/15/2023 | Lazard Asset Management LLC | 39,829 | $0.51M | 0.0% | +34.8% | 0.001% |  |
8/15/2023 | Royal Bank of Canada | 3,166,161 | $40.21M | 0.0% | +5.1% | 0.101% |  |
8/15/2023 | Recurrent Investment Advisors LLC | 3,323,461 | $42.21M | 7.1% | +7.8% | 0.106% |  |
8/15/2023 | Rockefeller Capital Management L.P. | 3,018,998 | $38.33M | 0.1% | +0.6% | 0.096% |  |
8/15/2023 | SRS Capital Advisors Inc. | 33,217 | $0.42M | 0.1% | +125.8% | 0.001% |  |
8/15/2023 | Stifel Financial Corp | 4,078,185 | $51.79M | 0.1% | +2.5% | 0.130% |  |
8/15/2023 | Gray Wealth Management Inc. | 16,333 | $0.21M | 0.1% | N/A | 0.001% |  |
8/15/2023 | Hilltop Holdings Inc. | 20,008 | $0.25M | 0.0% | +4.3% | 0.001% |  |
8/15/2023 | Infrastructure Capital Advisors LLC | 3,876,375 | $49.23M | 4.7% | +10.0% | 0.123% |  |
8/15/2023 | Insigneo Advisory Services LLC | 26,181 | $0.33M | 0.1% | N/A | 0.001% |  |
8/15/2023 | Invenio Wealth Partners LLC | 45,216 | $0.57M | 0.7% | N/A | 0.001% |  |
8/15/2023 | Kamunting Street Capital Management L.P. | 1,373,502 | $17.44M | 17.3% | -18.1% | 0.044% |  |
8/15/2023 | BROOKFIELD Corp ON | 12,626,997 | $160.36M | 0.6% | -2.1% | 0.402% |  |
8/15/2023 | Beacon Pointe Advisors LLC | 323,746 | $4.11M | 0.1% | -0.6% | 0.010% |  |
8/15/2023 | Bollard Group LLC | 722,896 | $9.18M | 0.3% | +2.0% | 0.023% |  |
8/15/2023 | Cohen & Steers Inc. | 2,438,359 | $30.97M | 0.1% | -2.5% | 0.078% |  |
8/15/2023 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 6,335,179 | $80.46M | 7.8% | -4.8% | 0.202% |  |
8/14/2023 | New Republic Capital LLC | 115,951 | $1.47M | 1.0% | N/A | 0.004% |  |
8/14/2023 | Mercer Global Advisors Inc. ADV | 131,226 | $1.67M | 0.0% | -2.5% | 0.004% |  |
8/14/2023 | Alden Global Capital LLC | 80,550 | $1.02M | 0.8% | +95.9% | 0.003% |  |
8/14/2023 | Affinity Wealth Management LLC | 22,342 | $0.28M | 0.1% | +8.2% | 0.001% |  |
8/14/2023 | Keebeck Wealth Management LLC | 327,940 | $4.17M | 0.6% | +62.1% | 0.010% |  |
8/14/2023 | Stephens Inc. AR | 1,002,827 | $12.74M | 0.2% | +3.4% | 0.032% |  |
8/14/2023 | United Capital Financial Advisers LLC | 130,529 | $1.66M | 0.0% | -21.4% | 0.004% |  |
8/14/2023 | Sowell Financial Services LLC | 459,132 | $5.83M | 0.3% | +23.6% | 0.015% |  |
8/14/2023 | State of Wyoming | 16,734 | $0.21M | 0.1% | +22.3% | 0.001% |  |
8/14/2023 | Morningstar Investment Management LLC | 250,633 | $3.18M | 0.5% | -8.2% | 0.008% |  |
8/14/2023 | Arrow Investment Advisors LLC | 12,289 | $0.16M | 0.1% | -24.8% | 0.000% |  |
8/14/2023 | Retirement Investment Advisors Inc. | 15,716 | $0.20M | 0.0% | -5.4% | 0.000% |  |
8/14/2023 | IFP Advisors Inc | 443,152 | $5.63M | 0.2% | -7.3% | 0.014% |  |
8/14/2023 | Two Sigma Securities LLC | 31,382 | $0.40M | 0.0% | N/A | 0.001% |  |
8/14/2023 | Bison Wealth LLC | 24,883 | $0.32M | 0.1% | +8.1% | 0.001% |  |
8/14/2023 | Carolinas Wealth Consulting LLC | 2,549 | $32K | 0.0% | +149.2% | 0.000% |  |
8/14/2023 | Concorde Financial Corp | 430,548 | $5.47M | 3.6% | +60.0% | 0.014% |  |
8/14/2023 | MML Investors Services LLC | 88,721 | $1.13M | 0.0% | +3.3% | 0.003% |  |
8/14/2023 | Marco Investment Management LLC | 14,025 | $0.18M | 0.0% | N/A | 0.000% |  |
8/14/2023 | Buckingham Strategic Partners | 23,307 | $0.30M | 0.0% | +96.9% | 0.001% |  |
8/14/2023 | Lonestar Capital Management LLC | 1,960,000 | $24.89M | 2.3% | -11.3% | 0.062% |  |
8/14/2023 | Northern Right Capital Management L.P. | 231,769 | $2.94M | 1.2% | +4.4% | 0.007% |  |
8/14/2023 | Snowden Capital Advisors LLC | 66,062 | $0.84M | 0.0% | +26.3% | 0.002% |  |
8/14/2023 | Nuveen Asset Management LLC | 572,851 | $7.28M | 0.0% | +125.5% | 0.018% |  |
8/14/2023 | Jackson Hole Capital Partners LLC | 155,963 | $1.98M | 0.5% | +2.6% | 0.005% |  |
8/14/2023 | Silvercrest Asset Management Group LLC | 128,138 | $1.63M | 0.0% | -22.8% | 0.004% |  |
8/14/2023 | Matrix Private Capital Group LLC | 20,043 | $0.26M | 0.2% | -82.9% | 0.001% |  |
8/14/2023 | Cerity Partners LLC | 134,073 | $1.70M | 0.0% | +39.4% | 0.004% |  |
8/11/2023 | SageView Advisory Group LLC | 27,336 | $0.35M | 0.0% | +3.1% | 0.001% |  |
8/11/2023 | Childress Capital Advisors LLC | 1,095,384 | $13.91M | 5.9% | +0.2% | 0.035% |  |
8/11/2023 | Westwood Holdings Group Inc. | 15,138,680 | $192.26M | 1.7% | -7.6% | 0.482% |  |
8/11/2023 | Natixis | 33,145,416 | $420.95M | 3.4% | +9.1% | 1.055% |  |
8/11/2023 | Baird Financial Group Inc. | 20,000 | $0.25M | 0.0% | N/A | 0.001% |  |
8/11/2023 | BlackRock Inc. | 201,953 | $2.57M | 0.0% | -71.9% | 0.006% |  |
8/11/2023 | BRYN MAWR TRUST Co | 16,952 | $0.22M | 0.0% | -4.6% | 0.001% |  |
8/11/2023 | Summit Financial LLC | 18,208 | $0.23M | 0.0% | +78.8% | 0.001% |  |
8/11/2023 | Buckingham Strategic Wealth LLC | 62,135 | $0.79M | 0.0% | +14.1% | 0.002% |  |
8/11/2023 | Kestra Advisory Services LLC | 57,782 | $0.73M | 0.0% | N/A | 0.002% |  |
8/11/2023 | Huntington National Bank | 25,486 | $0.32M | 0.0% | -45.7% | 0.001% |  |
8/11/2023 | Clearbridge Investments LLC | 21,529,351 | $273.42M | 0.2% | -0.3% | 0.685% |  |
8/11/2023 | Franklin Resources Inc. | 198,085 | $2.52M | 0.0% | +8.0% | 0.006% |  |
8/11/2023 | Cutler Capital Management LLC | 201,699 | $2.56M | 1.5% | -51.0% | 0.006% |  |
8/11/2023 | Guggenheim Capital LLC | 45,144 | $0.57M | 0.0% | -63.3% | 0.001% |  |
8/11/2023 | Geode Capital Management LLC | 112,455 | $1.43M | 0.0% | +3.5% | 0.004% |  |