11/15/2024 | Stifel Financial Corp | 125,695 | $3.14M | 0.0% | -4.3% | 0.098% | |
11/15/2024 | Recurrent Investment Advisors LLC | 1,145,145 | $28.63M | 2.8% | +6.2% | 0.894% | |
11/15/2024 | NFC Investments LLC | 69,800 | $1.75M | 0.5% | +2.5% | 0.055% | |
11/15/2024 | Integrated Wealth Concepts LLC | 8,225 | $0.21M | 0.0% | N/A | 0.006% | |
11/15/2024 | HighTower Advisors LLC | 148,318 | $3.72M | 0.0% | -10.1% | 0.116% | |
11/14/2024 | Progeny 3 Inc. | 2,904,181 | $72.61M | 6.1% | +3.4% | 2.268% | |
11/13/2024 | BNP Paribas Financial Markets | 22,446 | $0.56M | 0.0% | +48.4% | 0.018% | |
11/13/2024 | D.A. Davidson & CO. | 19,810 | $0.50M | 0.0% | -4.9% | 0.015% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 46,905 | $1.17M | 0.1% | +0.9% | 0.037% | |
11/12/2024 | AlphaCore Capital LLC | 17,203 | $0.43M | 0.1% | +3.0% | 0.013% | |
11/8/2024 | Moors & Cabot Inc. | 12,152 | $0.30M | 0.0% | N/A | 0.009% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 1,165,740 | $29.14M | 7.2% | N/A | 0.910% | |
11/4/2024 | Disciplined Investments LLC | 58,475 | $1.46M | 0.7% | +3.0% | 0.046% | |
10/31/2024 | Concurrent Investment Advisors LLC | 20,741 | $0.52M | 0.0% | +49.5% | 0.016% | |
10/30/2024 | Crescent Grove Advisors LLC | 208,793 | $5.22M | 0.5% | +15.5% | 0.163% | |
10/29/2024 | Capital Advisors Inc. OK | 99,024 | $2.48M | 0.0% | -0.6% | 0.077% | |
10/25/2024 | Andina Capital Management LLC | 15,171 | $0.38M | 0.3% | +5.2% | 0.012% | |
10/24/2024 | Custom Index Systems LLC | 49,508 | $1.24M | 0.7% | -22.9% | 0.039% | |
10/24/2024 | J.W. Cole Advisors Inc. | 21,746 | $0.54M | 0.0% | +3.8% | 0.017% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,893 | $0.22M | 0.0% | -39.8% | 0.007% | |
10/24/2024 | Pathway Financial Advisers LLC | 67,675 | $1.69M | 0.0% | +2,400.0% | 0.053% | |
10/23/2024 | Dakota Wealth Management | 10,048 | $0.25M | 0.0% | N/A | 0.008% | |
10/22/2024 | International Assets Investment Management LLC | 30,000 | $7.50M | 0.0% | N/A | 0.023% | |
10/22/2024 | Eastern Bank | 2,900 | $72K | 0.0% | N/A | 0.002% | |
10/18/2024 | Cadent Capital Advisors LLC | 23,363 | $0.58M | 0.2% | +11.3% | 0.018% | |
10/17/2024 | BCS Wealth Management | 19,495 | $0.49M | 0.2% | +5.7% | 0.015% | |
10/10/2024 | Exchange Traded Concepts LLC | 71,156 | $1.78M | 0.0% | -1.5% | 0.056% | |
8/22/2024 | Cetera Investment Advisers | 49,356 | $1.21M | 0.0% | -4.7% | 0.039% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 14,267 | $0.35M | 0.0% | -11.2% | 0.011% | |
8/16/2024 | Progeny 3 Inc. | 2,807,401 | $68.67M | 6.6% | +2.8% | 2.192% | |
8/16/2024 | Creative Planning | 72,099 | $1.76M | 0.0% | +89.8% | 0.056% | |
8/14/2024 | Progeny 3 Inc. | 2,570,886 | $62.88M | 6.2% | -5.9% | 2.008% | |
8/12/2024 | Inspire Investing LLC | 32,288 | $0.79M | 0.1% | N/A | 0.025% | |
8/12/2024 | Optimist Retirement Group LLC | 91,771 | $2.25M | 1.2% | +1.0% | 0.072% | |
8/12/2024 | Legacy Financial Group Inc. | 9,223 | $0.23M | 0.1% | N/A | 0.007% | |
8/8/2024 | J.W. Cole Advisors Inc. | 20,949 | $0.51M | 0.0% | +4.2% | 0.016% | |
8/8/2024 | Oppenheimer & Co. Inc. | 269,638 | $6.60M | 0.1% | N/A | 0.211% | |
8/7/2024 | Fairbanks Capital Management Inc. | 306,993 | $7.51M | 4.9% | +5.8% | 0.240% | |
8/6/2024 | Custom Index Systems LLC | 64,176 | $1.57M | 0.9% | -2.0% | 0.050% | |
8/2/2024 | Founders Financial Securities LLC | 9,910 | $0.24M | 0.0% | N/A | 0.008% | |
8/2/2024 | Autumn Glory Partners LLC | 52,300 | $1.28M | 0.6% | +20.8% | 0.041% | |
7/31/2024 | Cutter & CO Brokerage Inc. | 19,534 | $0.48M | 0.1% | -3.0% | 0.015% | |
7/31/2024 | Commonwealth Equity Services LLC | 56,969 | $1.39M | 0.0% | +6.8% | 0.044% | |
7/31/2024 | Concurrent Investment Advisors LLC | 13,870 | $0.34M | 0.0% | N/A | 0.011% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 25,056 | $0.61M | 0.1% | -4.8% | 0.020% | |
7/26/2024 | Summit Securities Group LLC | 12,500 | $0.31M | 0.1% | N/A | 0.010% | |
7/25/2024 | Beacon Capital Management LLC | 1,462 | $36K | 0.0% | +135.8% | 0.001% | |
7/23/2024 | Crescent Grove Advisors LLC | 180,777 | $4.42M | 0.5% | +3.2% | 0.141% | |
7/20/2024 | Continuum Advisory LLC | 1,119 | $27K | 0.0% | N/A | 0.001% | |
7/19/2024 | MONECO Advisors LLC | 9,420 | $0.23M | 0.0% | N/A | 0.007% | |
7/18/2024 | Cove Street Capital LLC | 2,000 | $49K | 0.0% | N/A | 0.002% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 14,775 | $0.36M | 0.0% | N/A | 0.012% | |
7/16/2024 | BCS Wealth Management | 18,439 | $0.45M | 0.2% | +3.0% | 0.014% | |
7/16/2024 | Andina Capital Management LLC | 14,426 | $0.35M | 0.3% | +3.9% | 0.011% | |
7/12/2024 | SG Americas Securities LLC | 6,995 | $0.17M | 0.0% | N/A | 0.005% | |
7/11/2024 | Cadent Capital Advisors LLC | 20,986 | $0.51M | 0.2% | +97.6% | 0.016% | |
7/10/2024 | Adams Asset Advisors LLC | 315,967 | $7.73M | 1.0% | +1.6% | 0.247% | |
7/9/2024 | Grassi Investment Management | 52,000 | $1.27M | 0.1% | -8.8% | 0.041% | |
7/9/2024 | Mather Group LLC. | 2,100 | $51K | 0.0% | N/A | 0.002% | |
7/3/2024 | First Financial Bank Trust Division | 13,081 | $0.32M | 0.0% | +12.6% | 0.010% | |
5/29/2024 | Pathway Financial Advisers LLC | 2,707 | $54K | 0.0% | N/A | 0.002% | |
5/17/2024 | Tidal Investments LLC | 36,161 | $0.73M | 0.0% | -5.2% | 0.028% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,067 | $0.32M | 0.0% | -27.0% | 0.013% | |
5/16/2024 | Fairbanks Capital Management Inc. | 290,149 | $5.82M | 4.0% | +1.3% | 0.227% | |
5/16/2024 | Progeny 3 Inc. | 2,732,061 | $54.78M | 6.0% | +5.1% | 2.133% | |
5/15/2024 | Energy Income Partners LLC | 156,734 | $3.14M | 0.1% | +32.9% | 0.122% | |
5/15/2024 | Aristides Capital LLC | 12,684 | $0.25M | 0.1% | N/A | 0.010% | |
5/14/2024 | Axxcess Wealth Management LLC | 10,400 | $0.21M | 0.0% | N/A | 0.008% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,175,428 | $23.57M | 8.1% | N/A | 0.918% | |
5/11/2024 | NFC Investments LLC | 68,100 | $1.37M | 0.4% | +28.5% | 0.053% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 177,872 | $3.57M | 1.3% | N/A | 0.139% | |
5/10/2024 | Anthracite Investment Company Inc. | 39,751 | $0.80M | 0.3% | -20.1% | 0.031% | |
5/9/2024 | Texas Yale Capital Corp. | 12,677 | $0.25M | 0.0% | +8.6% | 0.010% | |
5/8/2024 | American Financial Group Inc. | 25,500 | $0.51M | 0.2% | +2.0% | 0.020% | |
5/8/2024 | Magnolia Group LLC | 3,443,871 | $69.05M | 10.4% | +7.1% | 2.689% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,194 | $0.24M | 0.0% | -37.7% | 0.010% | |
4/30/2024 | J.W. Cole Advisors Inc. | 20,102 | $0.40M | 0.0% | +18.4% | 0.016% | |
4/30/2024 | Commonwealth Equity Services LLC | 53,357 | $1.07M | 0.0% | +36.5% | 0.042% | |
4/29/2024 | Crew Capital Management Ltd. | 15,298 | $0.31M | 0.2% | N/A | 0.012% | |
4/29/2024 | Crescent Grove Advisors LLC | 175,250 | $3.51M | 0.4% | +3.4% | 0.137% | |
4/24/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 35,000 | $0.70M | 0.1% | -31.4% | 0.027% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 359,669 | $7.21M | 0.0% | +3.3% | 0.281% | |
4/12/2024 | True North Advisors LLC | 16,188 | $0.33M | 0.1% | N/A | 0.013% | |
4/11/2024 | Cadent Capital Advisors LLC | 10,622 | $0.21M | 0.1% | N/A | 0.008% | |
4/10/2024 | Inscription Capital LLC | 13,052 | $0.27M | 0.1% | N/A | 0.010% | |
4/10/2024 | BCS Wealth Management | 17,903 | $0.36M | 0.1% | +13.0% | 0.014% | |
4/9/2024 | Adams Asset Advisors LLC | 310,885 | $6.23M | 0.8% | +1.1% | 0.243% | |
4/1/2024 | First Financial Bank Trust Division | 11,620 | $0.23M | 0.0% | N/A | 0.009% | |
3/22/2024 | PNC Financial Services Group Inc. | 19,453 | $0.41M | 0.0% | -4.9% | 0.015% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 22,010 | $0.47M | 0.0% | +37.0% | 0.017% | |
3/1/2024 | Goldman Sachs Group Inc. | 858,939 | $18.19M | 0.0% | +0.9% | 0.676% | |
2/29/2024 | Tortoise Investment Management LLC | 7,500 | $0.15M | 0.0% | N/A | 0.006% | |
2/16/2024 | Optimist Retirement Group LLC | 26,489 | $0.56M | 0.4% | N/A | 0.021% | |
2/14/2024 | Pinnacle Holdings LLC | 133,007 | $2.82M | 1.2% | +8.9% | 0.105% | |
2/13/2024 | Gabelli Funds LLC | 36,200 | $0.77M | 0.0% | -5.2% | 0.028% | |
2/13/2024 | FinTrust Capital Advisors LLC | 2,000 | $42K | 0.0% | N/A | 0.002% | |
2/9/2024 | Advisory Services Network LLC | 8,600 | $0.18M | 0.0% | N/A | 0.007% | |
2/9/2024 | D.A. Davidson & CO. | 18,544 | $0.39M | 0.0% | -40.5% | 0.015% | |
2/9/2024 | NFC Investments LLC | 53,000 | $1.12M | 0.3% | N/A | 0.042% | |
2/9/2024 | PNC Financial Services Group Inc. | 19,453 | $0.41M | 0.0% | -4.9% | 0.015% | |