9/30/2024 | Mattson Financial Services LLC | 12,131 | $1.40M | 0.5% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 37,397 | $4.31M | 0.3% | +9.2% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 106,560 | $12.27M | 1.3% | -0.6% | 0.003% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 790,781 | $91.04M | 0.3% | +9,314.1% | 0.020% | |
9/16/2024 | Verity & Verity LLC | 138,894 | $15.99M | 1.8% | +0.4% | 0.004% | |
9/12/2024 | American Trust | 3,573 | $0.41M | 0.0% | -44.2% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 18,557 | $2.14M | 0.8% | +6.5% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 117,844 | $13.57M | 0.4% | -14.2% | 0.003% | |
9/10/2024 | Cannon Financial Strategists Inc. | 5,370 | $0.62M | 0.1% | N/A | 0.000% | |
9/10/2024 | Brightwater Advisory LLC | 5,627 | $0.65M | 0.5% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 22,889 | $2.60M | 0.9% | N/A | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 19,978 | $2.30M | 1.0% | +26.2% | 0.001% | |
9/6/2024 | Cim LLC | 26,516 | $3M | 0.4% | +3.6% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 983,269 | $115.99M | 0.8% | N/A | 0.025% | |
9/3/2024 | Clear Rock Advisors LLC | 16,051 | $1.85M | 0.8% | +112.6% | 0.000% | |
8/30/2024 | Brown Financial Advisors | 6,719 | $0.77M | 0.3% | N/A | 0.000% | |
8/30/2024 | Centennial Bank AR | 6,127 | $0.71M | 0.3% | +3.3% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 6,970 | $0.82M | 0.3% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 37,454 | $4.31M | 1.3% | -1.2% | 0.001% | |
8/28/2024 | RiverFront Investment Group LLC | 111,860 | $12.88M | 0.3% | +18.2% | 0.003% | |
8/28/2024 | Gibson Wealth Advisors LLC | 21,315 | $2.45M | 2.3% | +5.4% | 0.001% | |
8/28/2024 | Birmingham Capital Management Co. Inc. AL | 53,504 | $6.16M | 2.4% | -0.7% | 0.001% | |
8/28/2024 | Souders Financial Advisors | 4,305 | $0.50M | 0.1% | +5.6% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 7,668,483 | $882.80M | 0.7% | +117.5% | 0.194% | |
8/27/2024 | Dana Investment Advisors Inc. | 215,038 | $24.76M | 0.8% | +92.6% | 0.005% | |
8/27/2024 | New Wave Wealth Advisors LLC | 3,301 | $0.38M | 0.2% | N/A | 0.000% | |
8/27/2024 | Custom Portfolio Group LLC | 9,554 | $1.08M | 0.8% | -2.1% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 6,347 | $0.73M | 0.3% | N/A | 0.000% | |
8/26/2024 | Wealthquest Corp | 12,426 | $1.43M | 0.2% | +4.5% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 363,211 | $41.81M | 0.4% | +10.3% | 0.009% | |
8/26/2024 | Founders Financial Alliance LLC | 24,660 | $2.84M | 0.8% | +6.3% | 0.001% | |
8/26/2024 | Ariadne Wealth Management LP | 3,164 | $0.36M | 0.2% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 1,244,255 | $143.24M | 0.3% | +0.8% | 0.032% | |
8/22/2024 | 3Chopt Investment Partners LLC | 13,655 | $1.57M | 0.5% | +8.0% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 18,268 | $2.10M | 1.2% | +0.9% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 6,610 | $0.76M | 0.1% | +32.5% | 0.000% | |
8/21/2024 | McGinn Penninger Investment Management Inc. | 50,121 | $5.77M | 3.9% | +11.4% | 0.001% | |
8/21/2024 | Granite Bay Wealth Management LLC | 3,958 | $0.46M | 0.0% | +45.1% | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 27,344 | $3.15M | 0.1% | -9.6% | 0.001% | |
8/21/2024 | IMS Capital Management | 8,926 | $1.02M | 0.5% | +3.3% | 0.000% | |
8/21/2024 | Truist Financial Corp | 2,313,569 | $266.34M | 0.4% | +16.4% | 0.059% | |
8/21/2024 | Regency Capital Management Inc. DE | 3,305 | $0.38M | 0.2% | -6.1% | 0.000% | |
8/20/2024 | Pathway Financial Advisers LLC | 4,399 | $0.50M | 0.2% | +10.9% | 0.000% | |
8/20/2024 | HFG Wealth Management LLC | 38,012 | $4.38M | 2.8% | +5.1% | 0.001% | |
8/19/2024 | Old North State Trust LLC | 8,799 | $1.01M | 0.9% | +71.6% | 0.000% | |
8/19/2024 | HWG Holdings LP | 2,894 | $0.33M | 0.1% | N/A | 0.000% | |
8/19/2024 | Hershey Financial Advisers LLC | 400 | $46K | 0.0% | N/A | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 779,067 | $89.69M | 1.0% | +4.5% | 0.020% | |
8/19/2024 | Kimelman & Baird LLC | 104,582 | $12.04M | 1.0% | N/A | 0.003% | |
8/19/2024 | Brown Shipley& Co Ltd | 1,437 | $0.17M | 0.1% | -79.3% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 297,478 | $34.25M | 0.9% | +12.4% | 0.008% | |
8/16/2024 | Gateway Wealth Partners LLC | 5,616 | $0.65M | 0.2% | +1.8% | 0.000% | |
8/16/2024 | CMG Global Holdings LLC | 23,292 | $2.68M | 1.8% | -2.8% | 0.001% | |
8/16/2024 | Wallace Capital Management Inc. | 9,587 | $1.10M | 0.1% | +34.0% | 0.000% | |
8/16/2024 | Core Alternative Capital | 51,729 | $5.96M | 1.2% | -48.8% | 0.001% | |
8/16/2024 | High Falls Advisors Inc | 8,616 | $0.99M | 0.2% | +3.7% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 44,375 | $5.11M | 0.3% | +72.4% | 0.001% | |
8/16/2024 | Quarry LP | 1,154 | $0.13M | 0.0% | N/A | 0.000% | |
8/16/2024 | Invst LLC | 18,576 | $2.14M | 0.2% | +66.4% | 0.000% | |
8/16/2024 | Second Line Capital LLC | 43,755 | $5.04M | 1.5% | +44.2% | 0.001% | |
8/16/2024 | Twin Lakes Capital Management LLC | 39,916 | $4.60M | 2.7% | +0.5% | 0.001% | |
8/16/2024 | Wallace Advisory Group LLC | 3,978 | $0.46M | 0.3% | -3.4% | 0.000% | |
8/16/2024 | William B. Walkup & Associates Inc. | 5,227 | $0.60M | 0.4% | N/A | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 141,546 | $16.30M | 1.7% | +24.0% | 0.004% | |
8/16/2024 | Granite FO LLC | 2,578 | $0.30M | 0.2% | N/A | 0.000% | |
8/16/2024 | Front Row Advisors LLC | 13,973 | $1.61M | 0.6% | +4.7% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 104,040 | $11.98M | 3.0% | +0.8% | 0.003% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 514,961 | $59.28M | 0.1% | +6.9% | 0.013% | |
8/16/2024 | NewEdge Advisors LLC | 586,380 | $67.50M | 0.5% | +17.6% | 0.015% | |
8/16/2024 | Ascension Asset Management LLC | 13,464 | $1.55M | 0.8% | N/A | 0.000% | |
8/16/2024 | Northeast Financial Consultants Inc | 81,788 | $9.42M | 0.4% | -0.4% | 0.002% | |
8/16/2024 | Silver Lake Advisory LLC | 2,271 | $0.26M | 0.0% | -8.8% | 0.000% | |
8/16/2024 | Nemes Rush Group LLC | 69,259 | $7.97M | 1.1% | +195.7% | 0.002% | |
8/16/2024 | Magnolia Capital Advisors LLC | 215,392 | $24.80M | 0.9% | +1,553.3% | 0.005% | |
8/16/2024 | Copperwynd Financial LLC | 2,289 | $0.27M | 0.1% | +10.7% | 0.000% | |
8/16/2024 | Doheny Asset Management CA | 58,107 | $6.69M | 3.8% | +189.9% | 0.001% | |
8/16/2024 | Impala Asset Management LLC | 22,500 | $2.59M | 2.3% | N/A | 0.001% | |
8/16/2024 | Creative Planning | 1,791,499 | $206.24M | 0.2% | +7.1% | 0.045% | |
8/16/2024 | Buck Wealth Strategies LLC | 60,816 | $7M | 2.1% | +2,940.8% | 0.002% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 9,110 | $1.05M | 0.0% | -80.3% | 0.000% | |
8/16/2024 | Aviso Wealth Management | 10,786 | $1.24M | 0.7% | -5.8% | 0.000% | |
8/16/2024 | Full Sail Capital LLC | 5,872 | $0.68M | 0.0% | +15.9% | 0.000% | |
8/16/2024 | Annandale Capital LLC | 4,146 | $0.48M | 0.1% | +12.5% | 0.000% | |
8/16/2024 | Ascent Group LLC | 72,708 | $8.37M | 0.7% | +66.8% | 0.002% | |
8/16/2024 | Driehaus Capital Management LLC | 16,345 | $1.88M | 0.0% | -15.4% | 0.000% | |
8/16/2024 | MidWestOne Financial Group Inc. | 37,867 | $4.36M | 0.8% | +16.7% | 0.001% | |
8/16/2024 | Kathmere Capital Management LLC | 25,087 | $2.89M | 0.3% | +2.5% | 0.001% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 13,667 | $1.57M | 0.2% | +44.9% | 0.000% | |
8/16/2024 | Texas Capital Bancshares Inc TX | 25,154 | $2.90M | 1.2% | +3.3% | 0.001% | |
8/16/2024 | Sepio Capital LP | 5,860 | $0.68M | 0.1% | +20.1% | 0.000% | |
8/16/2024 | Cim Investment Management Inc. | 8,282 | $0.95M | 0.3% | -51.5% | 0.000% | |
8/16/2024 | Core Wealth Advisors Inc. | 2,627 | $0.30M | 0.1% | +9.5% | 0.000% | |
8/15/2024 | Arkos Global Advisors | 4,124 | $0.48M | 0.1% | +21.8% | 0.000% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 4,770 | $0.55M | 0.2% | +24.4% | 0.000% | |
8/15/2024 | Comerica Bank | 1,570,767 | $180.83M | 0.8% | +5.4% | 0.040% | |
8/15/2024 | Beaird Harris Wealth Management LLC | 35,145 | $4.05M | 0.4% | +297.3% | 0.001% | |
8/15/2024 | Security National Bank of Sioux City Iowa IA | 33,794 | $3.89M | 2.8% | -5.2% | 0.001% | |
8/15/2024 | Security National Bank of SO Dak | 24,858 | $2.86M | 1.7% | +4.8% | 0.001% | |
8/15/2024 | Smith Thornton Advisors LLC | 14,844 | $1.71M | 1.3% | N/A | 0.000% | |
8/15/2024 | First County Bank CT | 46,506 | $5.35M | 2.8% | +16.9% | 0.001% | |