10/1/2024 | Neville Rodie & Shaw Inc. | 54,557 | $0.82M | 0.1% | +1.3% | 0.032% | |
9/20/2024 | Anchor Investment Management LLC | 92,905 | $1.46M | 0.2% | +201.4% | 0.054% | |
9/5/2024 | Sanctuary Advisors LLC | 71,219 | $1.24M | 0.0% | N/A | 0.042% | |
8/26/2024 | Delphi Management Inc. MA | 41,499 | $0.65M | 0.5% | +6.3% | 0.024% | |
8/22/2024 | Cetera Investment Advisers | 75,040 | $1.18M | 0.0% | +11.1% | 0.044% | |
8/20/2024 | Next Capital Management LLC | 771,910 | $12.13M | 5.1% | +191.8% | 0.450% | |
8/16/2024 | Quarry LP | 3,868 | $61K | 0.0% | N/A | 0.002% | |
8/16/2024 | Granite FO LLC | 517,654 | $8.13M | 5.2% | N/A | 0.302% | |
8/16/2024 | Northeast Financial Consultants Inc | 2,104,195 | $33.06M | 1.5% | +151.8% | 1.227% | |
8/16/2024 | Magnolia Capital Advisors LLC | 11,894 | $0.19M | 0.0% | N/A | 0.007% | |
8/15/2024 | Scientech Research LLC | 27,013 | $0.42M | 0.1% | N/A | 0.016% | |
8/15/2024 | Mackenzie Financial Corp | 18,173 | $0.29M | 0.0% | N/A | 0.011% | |
8/15/2024 | The Manufacturers Life Insurance Company | 35,382 | $0.56M | 0.0% | +3.4% | 0.021% | |
8/15/2024 | Millennium Management LLC | 786,569 | $12.36M | 0.0% | +1,170.6% | 0.459% | |
8/15/2024 | Deerfield Management Company L.P. Series C | 67,056 | $1.05M | 0.0% | +101.4% | 0.039% | |
8/14/2024 | Cubist Systematic Strategies LLC | 372,076 | $5.85M | 0.0% | N/A | 0.217% | |
8/14/2024 | Edge Capital Group LLC | 634,313 | $9.97M | 0.5% | +42.5% | 0.370% | |
8/14/2024 | 1832 Asset Management L.P. | 600,000 | $9.43M | 0.0% | N/A | 0.350% | |
8/14/2024 | ProShare Advisors LLC | 26,210 | $0.41M | 0.0% | +9.4% | 0.015% | |
8/12/2024 | MQS Management LLC | 36,632 | $0.58M | 0.3% | N/A | 0.021% | |
8/12/2024 | Waterloo Capital L.P. | 158,911 | $2.50M | 0.3% | +11.6% | 0.093% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,499 | $71K | 0.0% | N/A | 0.003% | |
8/8/2024 | Envestnet Asset Management Inc. | 261,076 | $4.10M | 0.0% | +15.2% | 0.152% | |
8/8/2024 | Allen Investment Management LLC | 2,246,793 | $35.30M | 0.4% | +6.9% | 1.310% | |
8/8/2024 | Wealthspire Advisors LLC | 53,112 | $0.83M | 0.0% | N/A | 0.031% | |
8/8/2024 | Parallel Advisors LLC | 212,839 | $3.34M | 0.1% | +7.9% | 0.124% | |
8/8/2024 | Condor Capital Management | 299,413 | $4.70M | 0.5% | +21.7% | 0.175% | |
8/7/2024 | Wedbush Securities Inc. | 37,031 | $0.58M | 0.0% | +2.8% | 0.022% | |
8/6/2024 | Quest Partners LLC | 22,491 | $0.35M | 0.0% | +131.5% | 0.013% | |
8/6/2024 | LSV Asset Management | 1,107,741 | $17.40M | 0.0% | -0.1% | 0.646% | |
8/6/2024 | Certuity LLC | 17,363 | $0.27M | 0.0% | N/A | 0.010% | |
8/5/2024 | Victory Capital Management Inc. | 110,469 | $1.74M | 0.0% | +2.7% | 0.064% | |
8/3/2024 | Nicholas Hoffman & Company LLC. | 37,867 | $0.60M | 0.0% | -8.5% | 0.022% | |
8/2/2024 | New World Advisors LLC | 21,768 | $0.34M | 0.1% | +21.2% | 0.013% | |
8/2/2024 | Foundations Investment Advisors LLC | 12,805 | $0.20M | 0.0% | +10.5% | 0.007% | |
8/2/2024 | Simon Quick Advisors LLC | 80,670 | $1.27M | 0.1% | +204.9% | 0.047% | |
8/2/2024 | Naviter Wealth LLC | 174,214 | $2.74M | 0.4% | +20.5% | 0.102% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 101,821 | $1.60M | 0.4% | N/A | 0.059% | |
8/2/2024 | Arnhold LLC | 1,319,200 | $20.73M | 2.2% | +0.8% | 0.769% | |
8/1/2024 | GraniteShares Advisors LLC | 127,013 | $2M | 0.7% | +14.3% | 0.074% | |
8/1/2024 | Mandatum Life Insurance Co Ltd | 24,440 | $0.38M | 0.1% | +39.7% | 0.014% | |
8/1/2024 | D.A. Davidson & CO. | 223,101 | $3.51M | 0.0% | +16.4% | 0.130% | |
7/31/2024 | Van ECK Associates Corp | 3,513,023 | $55.19M | 0.1% | +22.3% | 2.048% | |
7/31/2024 | Sage Mountain Advisors LLC | 1,669,579 | $26.23M | 2.4% | -17.7% | 0.973% | |
7/31/2024 | Commonwealth Equity Services LLC | 114,438 | $1.80M | 0.0% | +36.2% | 0.067% | |
7/31/2024 | NBT Bank N A NY | 78,287 | $1.23M | 0.1% | +536.5% | 0.046% | |
7/31/2024 | IFG Advisory LLC | 10,120 | $0.16M | 0.0% | N/A | 0.006% | |
7/31/2024 | Focused Wealth Management Inc | 10,094 | $0.16M | 0.0% | N/A | 0.006% | |
7/31/2024 | Legacy Advisors LLC | 14,100 | $0.22M | 0.0% | N/A | 0.008% | |
7/30/2024 | International Assets Investment Management LLC | 7,693 | $0.12M | 0.0% | N/A | 0.004% | |
7/30/2024 | Fort Washington Investment Advisors Inc. OH | 134,165 | $2.11M | 0.0% | -91.0% | 0.078% | |
7/29/2024 | TrueMark Investments LLC | 88,408 | $1.39M | 0.5% | N/A | 0.052% | |
7/27/2024 | HB Wealth Management LLC | 384,595 | $6.04M | 0.1% | +205.4% | 0.224% | |
7/26/2024 | Eagle Bay Advisors LLC | 95,924 | $1.51M | 0.9% | +32.4% | 0.056% | |
7/26/2024 | Callan Family Office LLC | 244,112 | $3.84M | 0.7% | N/A | 0.142% | |
7/26/2024 | Bank of New York Mellon Corp | 68,477 | $1.08M | 0.0% | -23.3% | 0.040% | |
7/25/2024 | AMG National Trust Bank | 67,139 | $1.06M | 0.0% | N/A | 0.039% | |
7/25/2024 | Tranquility Partners LLC | 346,840 | $5.45M | 2.1% | +1.0% | 0.202% | |
7/25/2024 | Baillie Gifford & Co. | 505,959 | $7.95M | 0.0% | +64.5% | 0.295% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 67,393 | $1.06M | 0.4% | N/A | 0.039% | |
7/24/2024 | Boyd Wealth Management LLC | 19,363 | $0.30M | 0.2% | N/A | 0.011% | |
7/22/2024 | Southern Farm Bureau Life Insurance | 307,988 | $4.84M | 0.8% | N/A | 0.180% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 44,944 | $0.71M | 0.1% | +2.6% | 0.026% | |
7/20/2024 | Neo Ivy Capital Management | 48,660 | $0.76M | 0.1% | N/A | 0.028% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 207,285 | $3.26M | 0.2% | +18.1% | 0.121% | |
7/19/2024 | Raymond James & Associates | 116,963 | $1.84M | 0.0% | +5.5% | 0.068% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 639,923 | $10.05M | 0.0% | +3.0% | 0.373% | |
7/19/2024 | TCW Group Inc. | 430,702 | $6.77M | 0.1% | +63.0% | 0.251% | |
7/18/2024 | Cove Street Capital LLC | 2,500 | $39K | 0.0% | N/A | 0.001% | |
7/18/2024 | Prairiewood Capital LLC | 322,192 | $5.06M | 2.4% | -4.3% | 0.188% | |
7/17/2024 | Abundance Wealth Counselors | 187,345 | $2.94M | 1.4% | +289.2% | 0.109% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 48,129 | $0.76M | 0.1% | +15.2% | 0.028% | |
7/16/2024 | Shikiar Asset Management Inc. | 412,980 | $6.49M | 1.7% | +0.9% | 0.241% | |
7/16/2024 | Border to Coast Pensions Partnership Ltd | 1,410,000 | $22.16M | 0.5% | -2.2% | 0.822% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 20,905 | $0.33M | 0.0% | N/A | 0.012% | |
7/12/2024 | Sound Income Strategies LLC | 2,745,048 | $43.13M | 2.7% | +3.1% | 1.600% | |
7/10/2024 | Simplicity Wealth LLC | 12,216 | $0.19M | 0.0% | N/A | 0.007% | |
7/10/2024 | Albion Financial Group UT | 113,631 | $1.79M | 0.1% | +1.1% | 0.066% | |
7/1/2024 | Confluence Investment Management LLC | 336,119 | $5.28M | 0.1% | +1.5% | 0.196% | |
5/28/2024 | Boston Partners | 721,237 | $12.13M | 0.0% | N/A | 0.420% | |
5/24/2024 | Cetera Advisors LLC | 59,811 | $1M | 0.0% | N/A | 0.035% | |
5/21/2024 | Delphi Management Inc. MA | 39,038 | $0.65M | 0.5% | +9.8% | 0.023% | |
5/20/2024 | Virtu Financial LLC | 15,425 | $0.26M | 0.0% | N/A | 0.009% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 11,467 | $0.19M | 0.0% | -32.4% | 0.007% | |
5/20/2024 | EMC Capital Management | 17,121 | $0.29M | 0.2% | N/A | 0.010% | |
5/17/2024 | Comerica Bank | 16,966 | $0.28M | 0.0% | -6.9% | 0.010% | |
5/17/2024 | Tidal Investments LLC | 65,932 | $1.10M | 0.0% | +7.3% | 0.038% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 33,077 | $0.55M | 0.0% | +3.0% | 0.019% | |
5/15/2024 | Truvestments Capital LLC | 141,687 | $2.36M | 0.9% | +576.2% | 0.083% | |
5/15/2024 | Quadrature Capital Ltd | 44,483 | $0.74M | 0.0% | +83.9% | 0.026% | |
5/14/2024 | Advisors Asset Management Inc. | 114,104 | $1.90M | 0.0% | +13.9% | 0.067% | |
5/14/2024 | Mattern Wealth Management LLC | 13,000 | $0.22M | 0.1% | +30.0% | 0.008% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 161,639 | $2.69M | 0.0% | +6.0% | 0.094% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 18,300 | $0.30M | 0.1% | N/A | 0.011% | |
5/11/2024 | Cliffwater LLC | 444,840 | $7.23M | 1.9% | -41.2% | 0.259% | |
5/11/2024 | MAS Advisors LLC | 12,587 | $0.21M | 0.2% | N/A | 0.007% | |
5/11/2024 | Hillsdale Investment Management Inc. | 2,640 | $44K | 0.0% | -25.0% | 0.002% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 867,861 | $14.43M | 0.6% | +1.0% | 0.506% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 39,942 | $0.66M | 0.2% | +68.4% | 0.023% | |
5/9/2024 | Condor Capital Management | 245,979 | $4.09M | 0.4% | +6.3% | 0.143% | |