1/17/2025 | Lifestyle Asset Management Inc. | 2,306 | $0.27M | 0.1% | N/A | 0.000% | |
1/17/2025 | Donoghue Forlines LLC | 15,932 | $1.87M | 0.6% | +214.9% | 0.003% | |
1/17/2025 | Avior Wealth Management LLC | 1,928 | $0.23M | 0.0% | +428.2% | 0.000% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 209,755 | $24.65M | 1.1% | +2.7% | 0.042% | |
1/17/2025 | Teamwork Financial Advisors LLC | 12,231 | $1.44M | 0.2% | -5.3% | 0.002% | |
1/17/2025 | Mutual Advisors LLC | 4,632 | $0.56M | 0.0% | +4.4% | 0.001% | |
1/17/2025 | Riverbridge Partners LLC | 350,704 | $41.22M | 0.6% | -19.5% | 0.071% | |
1/17/2025 | Wesbanco Bank Inc. | 3,530 | $0.42M | 0.0% | N/A | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 176,543 | $20.75M | 0.1% | +2.5% | 0.036% | |
1/17/2025 | GoalVest Advisory LLC | 642 | $75K | 0.0% | -35.9% | 0.000% | |
1/17/2025 | Park Place Capital Corp | 2,901 | $0.34M | 0.1% | +2,772.3% | 0.001% | |
1/17/2025 | Albion Financial Group UT | 14,017 | $1.65M | 0.1% | +1.0% | 0.003% | |
1/17/2025 | Dakota Wealth Management | 26,930 | $3.17M | 0.1% | +55.1% | 0.005% | |
1/17/2025 | Simon Quick Advisors LLC | 3,765 | $0.44M | 0.0% | +6.3% | 0.001% | |
1/17/2025 | Beaumont Financial Advisors LLC | 2,058 | $0.24M | 0.0% | N/A | 0.000% | |
1/17/2025 | Bourgeon Capital Management LLC | 4,187 | $0.49M | 0.1% | N/A | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 6,053 | $0.71M | 0.0% | +78.4% | 0.001% | |
1/17/2025 | Alpha Cubed Investments LLC | 4,986 | $0.59M | 0.0% | +7.9% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 3,786 | $0.45M | 0.0% | +7.2% | 0.001% | |
1/16/2025 | CMH Wealth Management LLC | 56,401 | $6.63M | 1.5% | -19.7% | 0.011% | |
1/16/2025 | Koshinski Asset Management Inc. | 2,380 | $0.28M | 0.0% | +22.4% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 287 | $34K | 0.0% | +68.8% | 0.000% | |
1/16/2025 | Zhang Financial LLC | 3,479 | $0.41M | 0.0% | N/A | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,333 | $0.16M | 0.0% | -9.7% | 0.000% | |
1/16/2025 | Bridgewater Advisors Inc. | 10,326 | $1.21M | 0.1% | +2.0% | 0.002% | |
1/16/2025 | UMB Bank n.a. | 774 | $91K | 0.0% | +52.1% | 0.000% | |
1/16/2025 | Donor Advised Charitable Giving Inc. | 2,270 | $0.27M | 0.0% | -14.3% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 4,150 | $0.49M | 0.0% | +6.7% | 0.001% | |
1/16/2025 | Grove Bank & Trust | 499 | $59K | 0.0% | +30.6% | 0.000% | |
1/15/2025 | Jackson Square Capital LLC | 7,373 | $0.87M | 0.2% | -5.2% | 0.001% | |
1/15/2025 | HB Wealth Management LLC | 9,040 | $1.06M | 0.0% | +12.6% | 0.002% | |
1/15/2025 | Trust Co. of Vermont | 6,220 | $0.73M | 0.0% | +8,785.7% | 0.001% | |
1/15/2025 | Shelton Wealth Management LLC | 13,112 | $1.54M | 0.8% | -7.5% | 0.003% | |
1/15/2025 | Integrated Investment Consultants LLC | 2,522 | $0.30M | 0.0% | +37.1% | 0.001% | |
1/15/2025 | Arkadios Wealth Advisors | 3,778 | $0.44M | 0.0% | +37.3% | 0.001% | |
1/15/2025 | Spring Capital Management LLC | 3,250 | $0.38M | 0.2% | N/A | 0.001% | |
1/15/2025 | Arthur M. Cohen & Associates LLC | 6,435 | $0.76M | 0.1% | +18.4% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 6,870 | $0.81M | 0.0% | +16.8% | 0.001% | |
1/15/2025 | CNB Bank | 5,217 | $0.61M | 0.3% | -4.9% | 0.001% | |
1/15/2025 | Avanza Fonder AB | 9,506 | $1.12M | 0.0% | N/A | 0.002% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 28,239 | $3.32M | 0.1% | -1.0% | 0.006% | |
1/15/2025 | Procyon Advisors LLC | 5,991 | $0.70M | 0.0% | -4.5% | 0.001% | |
1/15/2025 | Goldstone Financial Group LLC | 2,068 | $0.24M | 0.0% | -11.8% | 0.000% | |
1/15/2025 | Empirical Asset Management LLC | 27,855 | $3.27M | 0.1% | N/A | 0.006% | |
1/15/2025 | Bouvel Investment Partners LLC | 33,551 | $3.94M | 1.4% | +2.0% | 0.007% | |
1/15/2025 | Congress Park Capital LLC | 36,556 | $4.30M | 1.6% | -12.2% | 0.007% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 2,898 | $0.34M | 0.0% | +32.2% | 0.001% | |
1/14/2025 | RMR Wealth Builders | 10,613 | $1.25M | 0.1% | +0.8% | 0.002% | |
1/14/2025 | Connective Portfolio Management LLC | 5,000 | $0.59M | 0.9% | N/A | 0.001% | |
1/14/2025 | USA Financial Formulas | 9,983 | $1.17M | 0.2% | -26.6% | 0.002% | |
1/14/2025 | Armstrong Advisory Group Inc. | 894 | $0.11M | 0.0% | -8.8% | 0.000% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 28,904 | $3.40M | 0.0% | -3.1% | 0.006% | |
1/14/2025 | Burney Co. | 9,668 | $1.14M | 0.0% | -7.9% | 0.002% | |
1/14/2025 | Park Avenue Securities LLC | 39,519 | $4.65M | 0.0% | +15.8% | 0.008% | |
1/14/2025 | Kathmere Capital Management LLC | 2,324 | $0.27M | 0.0% | +13.5% | 0.000% | |
1/14/2025 | Assenagon Asset Management S.A. | 70,237 | $8.26M | 0.0% | +276.9% | 0.014% | |
1/14/2025 | Oak Thistle LLC | 12,671 | $1.49M | 0.4% | N/A | 0.003% | |
1/14/2025 | SeaCrest Wealth Management LLC | 7,313 | $0.86M | 0.1% | -6.0% | 0.001% | |
1/13/2025 | Leibman Financial Services Inc. | 26,393 | $3.10M | 2.3% | -10.4% | 0.005% | |
1/13/2025 | Grandview Asset Management LLC | 5,199 | $0.61M | 0.2% | +15.0% | 0.001% | |
1/13/2025 | PSI Advisors LLC | 440 | $52K | 0.0% | -42.9% | 0.000% | |
1/13/2025 | Parisi Gray Wealth Management | 4,534 | $0.53M | 0.2% | +2.2% | 0.001% | |
1/13/2025 | Moody National Bank Trust Division | 8,382 | $0.99M | 0.1% | N/A | 0.002% | |
1/13/2025 | Wedmont Private Capital | 3,781 | $0.45M | 0.0% | +3.9% | 0.001% | |
1/13/2025 | Salem Investment Counselors Inc. | 815 | $96K | 0.0% | -19.7% | 0.000% | |
1/13/2025 | Kieckhefer Group LLC | 10,525 | $1.24M | 0.7% | N/A | 0.002% | |
1/13/2025 | Capital Investment Advisors LLC | 1,824 | $0.21M | 0.0% | N/A | 0.000% | |
1/13/2025 | Brookstone Capital Management | 4,285 | $0.50M | 0.0% | -7.5% | 0.001% | |
1/13/2025 | Winthrop Advisory Group LLC | 1,703 | $0.20M | 0.0% | N/A | 0.000% | |
1/10/2025 | West Oak Capital LLC | 34,572 | $4.06M | 1.2% | +45,996.0% | 0.007% | |
1/10/2025 | RMR Wealth Builders | 10,613 | $1.25M | 0.1% | +0.8% | 0.002% | |
1/10/2025 | HBW Advisory Services LLC | 2,165 | $0.25M | 0.0% | -7.1% | 0.000% | |
1/10/2025 | Harbor Capital Advisors Inc. | 4,794 | $0.56M | 0.0% | +2.6% | 0.001% | |
1/10/2025 | Watts Gwilliam & Co. LLC | 31,259 | $3.80M | 0.8% | +3.3% | 0.006% | |
1/10/2025 | Hudson Valley Investment Advisors Inc. ADV | 2,000 | $0.24M | 0.0% | N/A | 0.000% | |
1/8/2025 | First Hawaiian Bank | 33,955 | $3.99M | 0.1% | +43.1% | 0.007% | |
1/8/2025 | Fulton Bank N.A. | 18,986 | $2.23M | 0.1% | +0.8% | 0.004% | |
1/8/2025 | International Assets Investment Management LLC | 14,051 | $1.65M | 0.1% | -99.1% | 0.003% | |
1/7/2025 | Westwind Capital | 133,091 | $15.64M | 3.4% | N/A | 0.027% | |
1/6/2025 | Ables Iannone Moore & Associates Inc. | 82,013 | $9.64M | 5.9% | -1.0% | 0.017% | |
1/6/2025 | Nordea Investment Management AB | 1,347,318 | $159.13M | 0.2% | +36.2% | 0.273% | |
1/3/2025 | Central Pacific Bank Trust Division | 5,800 | $0.68M | 0.1% | -8.5% | 0.001% | |
1/3/2025 | Everence Capital Management Inc. | 11,300 | $1.33M | 0.1% | N/A | 0.002% | |
1/3/2025 | GAMMA Investing LLC | 2,313 | $0.27M | 0.0% | +9.3% | 0.000% | |
1/3/2025 | Versant Capital Management Inc | 698 | $82K | 0.0% | +94.4% | 0.000% | |
12/19/2024 | Independent Solutions Wealth Management LLC | 64,358 | $7.06M | 1.6% | +21.0% | 0.013% | |
12/19/2024 | Principal Financial Group Inc. | 182,700 | $20.03M | 0.0% | -17.5% | 0.037% | |
12/13/2024 | Lord Abbett & CO. LLC | 1,163,423 | $127.57M | 0.4% | -17.0% | 0.236% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 27,836 | $3.06M | 0.1% | -57.9% | 0.006% | |
12/6/2024 | Logan Capital Management Inc. | 271,274 | $29.75M | 1.2% | -1.4% | 0.055% | |
12/3/2024 | Oddo BHF Asset Management Sas | 103,017 | $11.30M | 0.6% | N/A | 0.021% | |
11/29/2024 | American Trust | 6,950 | $0.76M | 0.1% | -6.9% | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 509,495 | $60.11M | 0.0% | +326.1% | 0.103% | |
11/25/2024 | Synovus Financial Corp | 2,233 | $0.25M | 0.0% | N/A | 0.000% | |
11/25/2024 | Tidal Investments LLC | 12,012 | $1.32M | 0.0% | -69.6% | 0.002% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 10,889 | $1.19M | 0.0% | N/A | 0.002% | |
11/25/2024 | World Investment Advisors LLC | 8,849 | $0.97M | 0.0% | +10.0% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 47,165 | $5.17M | 0.0% | +9.3% | 0.010% | |
11/21/2024 | Anchor Investment Management LLC | 870 | $95K | 0.0% | +357.9% | 0.000% | |
11/20/2024 | Advisory Resource Group | 10,502 | $1.15M | 0.2% | +1.0% | 0.002% | |