5/15/2024 | Energy Income Partners LLC | 15,618,956 | $455.76M | 9.3% | +0.9% | 0.719% | |
5/15/2024 | BOKF NA | 82,988 | $2.44M | 0.0% | -46.8% | 0.004% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 119,254 | $3.48M | 0.1% | -3.1% | 0.005% | |
5/15/2024 | Epoch Investment Partners Inc. | 2,247,076 | $65.57M | 0.3% | -19.4% | 0.103% | |
5/15/2024 | LRI Investments LLC | 26,223 | $0.75M | 0.1% | N/A | 0.001% | |
5/15/2024 | Linscomb Wealth Inc. | 182,962 | $5.34M | 0.3% | -10.7% | 0.008% | |
5/15/2024 | Truvestments Capital LLC | 2,186 | $64K | 0.0% | +28.6% | 0.000% | |
5/14/2024 | Westwood Holdings Group Inc. | 4,956,244 | $144.62M | 1.1% | +5.8% | 0.228% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 63,627 | $1.86M | 0.1% | +6.6% | 0.003% | |
5/14/2024 | Cadence Bank | 52,428 | $1.53M | 0.1% | +0.7% | 0.002% | |
5/14/2024 | Advisors Asset Management Inc. | 78,918 | $2.30M | 0.0% | -11.2% | 0.004% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,300 | $0.27M | 0.0% | -58.1% | 0.000% | |
5/14/2024 | EP Wealth Advisors LLC | 169,823 | $4.96M | 0.1% | +28.0% | 0.008% | |
5/14/2024 | Freestone Capital Holdings LLC | 8,642 | $0.25M | 0.0% | N/A | 0.000% | |
5/14/2024 | CreativeOne Wealth LLC | 15,585 | $0.46M | 0.0% | -3.6% | 0.001% | |
5/14/2024 | Vident Advisory LLC | 685,949 | $20.02M | 0.4% | N/A | 0.032% | |
5/14/2024 | Fayez Sarofim & Co | 17,642,298 | $514.80M | 1.5% | +0.0% | 0.812% | |
5/14/2024 | Sax Wealth Advisors LLC | 8,458 | $0.25M | 0.0% | N/A | 0.000% | |
5/14/2024 | Payden & Rygel Investment Group | 732,370 | $21.37M | 1.0% | N/A | 0.034% | |
5/14/2024 | Crewe Advisors LLC | 3,923 | $0.11M | 0.0% | +26,053.3% | 0.000% | |
5/14/2024 | Elgethun Capital Management | 94,547 | $2.77M | 0.7% | +5.8% | 0.004% | |
5/14/2024 | Evermay Wealth Management LLC | 25,850 | $0.75M | 0.1% | +47.9% | 0.001% | |
5/14/2024 | Natixis | 74,872 | $2.19M | 0.0% | +144.9% | 0.003% | |
5/14/2024 | InterOcean Capital Group LLC | 89,622 | $2.62M | 0.1% | +2.6% | 0.004% | |
5/14/2024 | Pitcairn Co. | 77,693 | $2.27M | 0.1% | N/A | 0.004% | |
5/14/2024 | Gagnon Securities LLC | 514,237 | $15.01M | 3.6% | -5.0% | 0.024% | |
5/14/2024 | Vaughan David Investments LLC IL | 7,240 | $0.21M | 0.0% | -14.2% | 0.000% | |
5/14/2024 | Lake Street Advisors Group LLC | 14,431 | $0.42M | 0.0% | N/A | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 48,867 | $1.43M | 0.0% | -24.1% | 0.002% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 22,097 | $0.65M | 0.2% | N/A | 0.001% | |
5/13/2024 | Clearbridge Investments LLC | 12,505,824 | $364.92M | 0.3% | -0.6% | 0.576% | |
5/13/2024 | Cedar Wealth Management LLC | 16,789 | $0.49M | 0.2% | +17.8% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 23,469 | $0.69M | 0.0% | +19.1% | 0.001% | |
5/13/2024 | Rockport Wealth LLC | 40,482 | $1.18M | 0.4% | N/A | 0.002% | |
5/11/2024 | Bahl & Gaynor Inc. | 7,474 | $0.22M | 0.0% | N/A | 0.000% | |
5/11/2024 | Davis R M Inc. | 19,744 | $0.58M | 0.0% | -9.1% | 0.001% | |
5/11/2024 | Northern Capital Management Inc. | 7,104 | $0.21M | 0.1% | N/A | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 20,731 | $0.61M | 0.1% | -12.2% | 0.001% | |
5/11/2024 | Cercano Management LLC | 120,021 | $3.50M | 0.1% | +629.7% | 0.006% | |
5/11/2024 | Chiron Capital Management LLC | 72,072 | $2.10M | 1.9% | -3.4% | 0.003% | |
5/11/2024 | Patten & Patten Inc. TN | 17,191 | $0.50M | 0.0% | -8.1% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 1,165,422 | $34.01M | 0.1% | +1.2% | 0.054% | |
5/10/2024 | Acadian Asset Management LLC | 212,550 | $6.20M | 0.0% | +5.5% | 0.010% | |
5/10/2024 | South Street Advisors LLC | 30,680 | $0.90M | 0.1% | +7.2% | 0.001% | |
5/10/2024 | Fiducient Advisors LLC | 47,715 | $1.39M | 0.3% | N/A | 0.002% | |
5/10/2024 | TIAA Trust National Association | 27,927 | $0.82M | 0.0% | -3.5% | 0.001% | |
5/10/2024 | First Foundation Advisors | 7,600 | $0.22M | 0.0% | -6.7% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 98,634 | $2.88M | 1.1% | +3.8% | 0.005% | |
5/10/2024 | Banco Santander S.A. | 12,998 | $0.38M | 0.0% | -75.6% | 0.001% | |
5/10/2024 | Tocqueville Asset Management L.P. | 18,187 | $0.53M | 0.0% | -9.9% | 0.001% | |
5/10/2024 | GM Advisory Group LLC | 78,683 | $2.30M | 0.2% | +17.0% | 0.004% | |
5/10/2024 | Nwam LLC | 20,822 | $0.59M | 0.0% | +25.1% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 17,706 | $0.52M | 0.0% | -11.4% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 169,733 | $4.95M | 0.4% | -5.6% | 0.008% | |
5/9/2024 | Leo Wealth LLC | 23,214 | $0.68M | 0.1% | -4.5% | 0.001% | |
5/9/2024 | Blair William & Co. IL | 586,824 | $17.12M | 0.1% | -1.5% | 0.027% | |
5/9/2024 | Kingsview Wealth Management LLC | 32,912 | $0.96M | 0.0% | -13.3% | 0.002% | |
5/9/2024 | First Eagle Investment Management LLC | 1,702,224 | $49.67M | 0.1% | -22.3% | 0.079% | |
5/9/2024 | Zega Financial LLC | 18,664 | $0.55M | 0.2% | -59.9% | 0.001% | |
5/9/2024 | Delta Investment Management LLC | 286,208 | $8.35M | 1.9% | +3.2% | 0.013% | |
5/9/2024 | SageView Advisory Group LLC | 13,125 | $0.38M | 0.0% | -29.7% | 0.001% | |
5/9/2024 | Texas Yale Capital Corp. | 1,689,096 | $49.29M | 2.2% | +0.2% | 0.078% | |
5/9/2024 | Miller Wealth Advisors LLC | 5,252 | $0.15M | 0.1% | -44.7% | 0.000% | |
5/9/2024 | Eagle Bay Advisors LLC | 5,451 | $0.16M | 0.1% | +36.3% | 0.000% | |
5/9/2024 | Hudson Value Partners LLC | 13,024 | $0.38M | 0.2% | -17.2% | 0.001% | |
5/9/2024 | Dearborn Partners LLC | 15,241 | $0.45M | 0.0% | -6.2% | 0.001% | |
5/9/2024 | WP Advisors LLC | 321,984 | $9.40M | 3.1% | +2.6% | 0.015% | |
5/8/2024 | MAI Capital Management | 536,175 | $15.65M | 0.2% | +9.6% | 0.025% | |
5/8/2024 | Sheets Smith Wealth Management | 269,510 | $7.86M | 0.9% | +10.2% | 0.012% | |
5/8/2024 | Bleakley Financial Group LLC | 20,849 | $0.61M | 0.0% | -27.9% | 0.001% | |
5/8/2024 | Heritage Wealth Advisors | 373,216 | $10.89M | 0.4% | +7.5% | 0.017% | |
5/8/2024 | ProShare Advisors LLC | 125,330 | $3.66M | 0.0% | -8.2% | 0.006% | |
5/8/2024 | Avantax Advisory Services Inc. | 172,875 | $5.05M | 0.0% | -8.8% | 0.008% | |
5/8/2024 | US Bancorp DE | 689,792 | $20.13M | 0.0% | -4.0% | 0.032% | |
5/8/2024 | Addison Capital Co | 16,835 | $0.49M | 0.2% | -2.4% | 0.001% | |
5/8/2024 | QRG Capital Management Inc. | 9,007 | $0.26M | 0.0% | +8.1% | 0.000% | |
5/8/2024 | Tranquility Partners LLC | 21,296 | $0.62M | 0.2% | +2.8% | 0.001% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 1,672,344 | $48.80M | 0.6% | -7.1% | 0.077% | |
5/8/2024 | Donoghue Forlines LLC | 21,974 | $0.64M | 0.2% | -21.6% | 0.001% | |
5/7/2024 | Verus Capital Partners LLC | 13,057 | $0.38M | 0.0% | -2.7% | 0.001% | |
5/7/2024 | Pointe Capital Management LLC | 40,482 | $1.18M | 0.7% | +6.0% | 0.002% | |
5/7/2024 | Choate Investment Advisors | 322,643 | $9.42M | 0.3% | -10.0% | 0.015% | |
5/7/2024 | Sfmg LLC | 19,640 | $0.57M | 0.0% | +2.3% | 0.001% | |
5/7/2024 | Abbrea Capital LLC | 11,138 | $0.33M | 0.0% | N/A | 0.001% | |
5/7/2024 | Sei Investments Co. | 1,136,614 | $33.17M | 0.0% | +1.1% | 0.052% | |
5/7/2024 | Chilton Capital Management LLC | 243,796 | $7.11M | 0.3% | -0.7% | 0.011% | |
5/7/2024 | Concurrent Investment Advisors LLC | 95,032 | $2.77M | 0.1% | +1.3% | 0.004% | |
5/7/2024 | Keudell Morrison Wealth Management | 11,473 | $0.34M | 0.1% | -16.5% | 0.001% | |
5/7/2024 | Redwood Wealth Management Group LLC | 18,486 | $0.54M | 0.6% | -13.3% | 0.001% | |
5/7/2024 | BOS Asset Management LLC | 6,980 | $0.20M | 0.1% | N/A | 0.000% | |
5/7/2024 | Tectonic Advisors LLC | 481,077 | $14.04M | 1.1% | +3.5% | 0.022% | |
5/7/2024 | Reaves W H & Co. Inc. | 1,468,440 | $42.85M | 1.5% | +1,368.4% | 0.068% | |
5/7/2024 | Avalon Trust Co | 4,827 | $0.14M | 0.0% | N/A | 0.000% | |
5/7/2024 | Benedetti & Gucer Inc. | 33,342 | $0.97M | 0.5% | -5.2% | 0.002% | |
5/7/2024 | Gibraltar Capital Management Inc. | 6,945 | $0.20M | 0.1% | N/A | 0.000% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 63,327 | $1.85M | 0.0% | -4.6% | 0.003% | |
5/7/2024 | PFG Advisors | 14,131 | $0.41M | 0.0% | -47.2% | 0.001% | |
5/7/2024 | Oppenheimer & Co. Inc. | 534,153 | $15.59M | 0.3% | +4.7% | 0.025% | |
5/7/2024 | Meixler Investment Management Ltd. | 72,175 | $2.11M | 1.6% | +1.4% | 0.003% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,125 | $0.44M | 0.0% | +41.9% | 0.001% | |