1/21/2025 | Stablepoint Partners LLC | 76,244 | $1.49M | 0.3% | +4.9% | 0.002% | |
1/21/2025 | Vista Investment Partners LLC | 18,147 | $0.36M | 0.1% | -22.5% | 0.001% | |
1/21/2025 | Rockwood Wealth Management LLC | 131,692 | $2.58M | 0.3% | +2.7% | 0.004% | |
1/21/2025 | Crescent Grove Advisors LLC | 368,041 | $7.21M | 0.7% | +1.7% | 0.011% | |
1/21/2025 | Asio Capital LLC | 33,500 | $0.66M | 0.1% | -1.5% | 0.001% | |
1/21/2025 | First Citizens Bank & Trust Co. | 16,872 | $0.33M | 0.0% | +20.4% | 0.000% | |
1/21/2025 | Archford Capital Strategies LLC | 34,713 | $0.68M | 0.1% | +3.7% | 0.001% | |
1/21/2025 | Flagship Harbor Advisors LLC | 36,381 | $0.71M | 0.0% | +1.7% | 0.001% | |
1/21/2025 | Toth Financial Advisory Corp | 8,355 | $0.16M | 0.0% | +56.0% | 0.000% | |
1/21/2025 | Grimes & Company Inc. | 13,507 | $0.27M | 0.0% | +8.3% | 0.000% | |
1/21/2025 | SJS Investment Consulting Inc. | 6,983 | $0.14M | 0.0% | -50.1% | 0.000% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 13,908 | $0.27M | 0.0% | N/A | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 58,797 | $1.15M | 0.0% | -1.0% | 0.002% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 140,783 | $2.76M | 0.1% | +2.3% | 0.004% | |
1/21/2025 | Fifth Third Bancorp | 128,308 | $2.51M | 0.0% | -1.7% | 0.004% | |
1/21/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 7,586,598 | $148.62M | 9.8% | +4.0% | 0.222% | |
1/21/2025 | Curated Wealth Partners LLC | 15,600 | $0.31M | 0.0% | N/A | 0.000% | |
1/21/2025 | Exchange Traded Concepts LLC | 1,388,226 | $27.20M | 0.5% | -6.5% | 0.041% | |
1/21/2025 | Southland Equity Partners LLC | 14,722 | $0.29M | 0.1% | -13.7% | 0.000% | |
1/21/2025 | Walnut Private Equity Partners LLC | 1,985,000 | $38.89M | 20.7% | +1.9% | 0.058% | |
1/21/2025 | RFG Advisory LLC | 42,119 | $0.83M | 0.0% | +87.1% | 0.001% | |
1/21/2025 | Cornerstone Wealth Management LLC | 44,322 | $0.87M | 0.1% | +2.6% | 0.001% | |
1/21/2025 | Brighton Jones LLC | 24,530 | $0.48M | 0.0% | +93.4% | 0.001% | |
1/17/2025 | Lifestyle Asset Management Inc. | 35,782 | $0.70M | 0.4% | -23.1% | 0.001% | |
1/17/2025 | Veracity Capital LLC | 34,898 | $0.68M | 0.2% | +1.9% | 0.001% | |
1/17/2025 | Secure Asset Management LLC | 25,970 | $0.51M | 0.1% | +83.8% | 0.001% | |
1/17/2025 | Madrona Financial Services LLC | 12,810 | $0.25M | 0.1% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 68,428 | $1.34M | 0.0% | +12.4% | 0.002% | |
1/17/2025 | Teamwork Financial Advisors LLC | 26,558 | $0.52M | 0.1% | -59.5% | 0.001% | |
1/17/2025 | Adirondack Trust Co. | 6,994 | $0.14M | 0.1% | +16.9% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 195,565 | $3.96M | 0.1% | +11.9% | 0.006% | |
1/17/2025 | Traynor Capital Management Inc. | 13,039 | $0.26M | 0.0% | +17.9% | 0.000% | |
1/17/2025 | Independent Wealth Network Inc. | 47,607 | $0.93M | 0.4% | +5.2% | 0.001% | |
1/17/2025 | Wesbanco Bank Inc. | 105,700 | $2.07M | 0.1% | +189.4% | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 610,927 | $11.97M | 0.0% | +12.7% | 0.018% | |
1/17/2025 | Kelleher Financial Advisors | 81,019 | $1.59M | 0.6% | +1.3% | 0.002% | |
1/17/2025 | Magnus Financial Group LLC | 23,575 | $0.46M | 0.0% | +9.9% | 0.001% | |
1/17/2025 | Daymark Wealth Partners LLC | 160,678 | $3.15M | 0.1% | +0.3% | 0.005% | |
1/17/2025 | XML Financial LLC | 46,033 | $0.90M | 0.1% | +22.3% | 0.001% | |
1/17/2025 | Bourgeon Capital Management LLC | 67,170 | $1.32M | 0.2% | -37.5% | 0.002% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 355,625 | $6.97M | 0.0% | -5.5% | 0.010% | |
1/17/2025 | Enclave Advisors LLC | 293,324 | $5.75M | 0.9% | +1.7% | 0.009% | |
1/17/2025 | ACT Wealth Management LLC | 19,970 | $0.39M | 0.2% | -2.8% | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 31,933 | $0.63M | 0.0% | -2.8% | 0.001% | |
1/17/2025 | Chesley Taft & Associates LLC | 67,586 | $1.32M | 0.1% | +28.5% | 0.002% | |
1/17/2025 | Alpha Cubed Investments LLC | 33,091 | $0.65M | 0.0% | -19.9% | 0.001% | |
1/16/2025 | Koshinski Asset Management Inc. | 14,603 | $0.29M | 0.0% | +6.1% | 0.000% | |
1/16/2025 | FLC Capital Advisors | 19,000 | $0.37M | 0.1% | +46.2% | 0.001% | |
1/16/2025 | M.E. Allison & CO. Inc. | 15,192 | $0.30M | 0.3% | N/A | 0.000% | |
1/16/2025 | Financial Freedom LLC | 2,906 | $57K | 0.0% | +26.8% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 917,815 | $17.82M | 1.0% | +1.2% | 0.027% | |
1/16/2025 | Gilman Hill Asset Management LLC | 381,847 | $7.48M | 1.3% | -6.7% | 0.011% | |
1/16/2025 | Ellsworth Advisors LLC | 108,954 | $2.13M | 0.6% | +9.5% | 0.003% | |
1/16/2025 | Cascade Investment Group Inc. | 90,975 | $1.78M | 1.3% | -1.3% | 0.003% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 46,425 | $0.91M | 0.2% | +6.8% | 0.001% | |
1/15/2025 | Taylor & Morgan Wealth Management LLC | 15,271 | $0.30M | 0.2% | N/A | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 73,227 | $1.44M | 0.0% | -7.1% | 0.002% | |
1/15/2025 | HB Wealth Management LLC | 152,529 | $2.99M | 0.0% | +0.6% | 0.004% | |
1/15/2025 | Westend Capital Management LLC | 748,121 | $14.66M | 4.4% | +2.4% | 0.022% | |
1/15/2025 | Arkadios Wealth Advisors | 109,826 | $2.15M | 0.1% | -3.1% | 0.003% | |
1/15/2025 | Spring Capital Management LLC | 29,192 | $0.57M | 0.3% | N/A | 0.001% | |
1/15/2025 | Lake Street Private Wealth LLC | 36,093 | $0.71M | 0.1% | -19.4% | 0.001% | |
1/15/2025 | TrueWealth Advisors LLC | 16,137 | $0.32M | 0.1% | +17.2% | 0.000% | |
1/15/2025 | Whitener Capital Management Inc. | 34,121 | $0.67M | 0.2% | -3.7% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 66,992 | $1.31M | 0.0% | +103.7% | 0.002% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 5,271 | $0.10M | 0.1% | -32.2% | 0.000% | |
1/15/2025 | Walker Asset Management LLC | 15,597 | $0.31M | 0.2% | +27.8% | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 119,180 | $2.34M | 0.1% | -13.9% | 0.003% | |
1/15/2025 | Yarger Wealth Strategies LLC | 20,225 | $0.40M | 0.2% | +3.7% | 0.001% | |
1/15/2025 | Morton Capital Management LLC CA | 45,789 | $0.90M | 0.2% | +1.5% | 0.001% | |
1/15/2025 | Fermata Advisors LLC | 13,316 | $0.26M | 0.0% | -10.8% | 0.000% | |
1/15/2025 | Carnegie Investment Counsel | 12,557 | $0.25M | 0.0% | N/A | 0.000% | |
1/15/2025 | Sanders Morris Harris LLC | 87,198 | $1.69M | 0.3% | +22.5% | 0.003% | |
1/14/2025 | Paragon Capital Management Ltd | 68,724 | $1.35M | 0.3% | +435.5% | 0.002% | |
1/14/2025 | Connective Portfolio Management LLC | 60,000 | $1.18M | 1.7% | N/A | 0.002% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 23,591 | $0.46M | 0.1% | -33.1% | 0.001% | |
1/14/2025 | Godsey & Gibb Inc. | 4,000 | $78K | 0.0% | -46.6% | 0.000% | |
1/14/2025 | ARS Wealth Advisors Group LLC | 35,159 | $0.69M | 0.1% | -4.8% | 0.001% | |
1/14/2025 | Burney Co. | 67,618 | $1.33M | 0.0% | +3.1% | 0.002% | |
1/14/2025 | Park Avenue Securities LLC | 12,108 | $0.24M | 0.0% | N/A | 0.000% | |
1/14/2025 | Community Trust & Investment Co. | 10,073 | $0.20M | 0.0% | N/A | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 33,621 | $0.66M | 0.1% | +27.0% | 0.001% | |
1/14/2025 | Breakwater Capital Group | 20,606 | $0.40M | 0.1% | N/A | 0.001% | |
1/14/2025 | 180 Wealth Advisors LLC | 207,888 | $4.07M | 0.6% | -0.8% | 0.006% | |
1/14/2025 | Rosenberg Matthew Hamilton | 3,050 | $60K | 0.0% | +52.5% | 0.000% | |
1/13/2025 | PSI Advisors LLC | 262,219 | $5.14M | 1.5% | -3.4% | 0.008% | |
1/13/2025 | Marcum Wealth LLC | 12,847 | $0.25M | 0.0% | +4.6% | 0.000% | |
1/13/2025 | Pallas Capital Advisors LLC | 10,012 | $0.20M | 0.0% | -16.7% | 0.000% | |
1/13/2025 | Eastern Bank | 7,790 | $0.15M | 0.0% | +14.7% | 0.000% | |
1/13/2025 | Future Financial Wealth Managment LLC | 8,548 | $0.17M | 0.1% | -48.0% | 0.000% | |
1/13/2025 | Moody National Bank Trust Division | 47,815 | $0.94M | 0.1% | -2.6% | 0.001% | |
1/13/2025 | Wedmont Private Capital | 23,080 | $0.45M | 0.0% | -6.0% | 0.001% | |
1/13/2025 | Capital Investment Advisors LLC | 267,365 | $5.24M | 0.1% | -1.3% | 0.008% | |
1/13/2025 | Brookstone Capital Management | 225,829 | $4.42M | 0.1% | +4.4% | 0.007% | |
1/13/2025 | Winthrop Advisory Group LLC | 12,485 | $0.25M | 0.0% | N/A | 0.000% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 1,863 | $36K | 0.0% | -24.6% | 0.000% | |
1/10/2025 | HBW Advisory Services LLC | 27,658 | $0.54M | 0.1% | +8.6% | 0.001% | |
1/10/2025 | ORG Wealth Partners LLC | 365,240 | $7.16M | 2.5% | +6.2% | 0.011% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 742,147 | $14.54M | 0.0% | +3.2% | 0.022% | |
1/10/2025 | ORG Partners LLC | 29,340 | $0.58M | 0.1% | +2.5% | 0.001% | |