11/18/2024 | Rehmann Capital Advisory Group | 24,201 | $1.08M | 0.1% | +2.1% | 0.002% | |
11/18/2024 | Fortem Financial Group LLC | 24,600 | $1.09M | 0.4% | -20.0% | 0.002% | |
11/18/2024 | Arete Wealth Advisors LLC | 7,212 | $0.32M | 0.0% | -23.0% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 15,488 | $0.69M | 0.0% | +5.3% | 0.002% | |
11/15/2024 | M&T Bank Corp | 45,494 | $2.02M | 0.0% | N/A | 0.004% | |
11/15/2024 | Duff & Phelps Investment Management Co. | 1,933,486 | $85.96M | 1.0% | +4.9% | 0.189% | |
11/15/2024 | Barclays PLC | 2,016,821 | $89.67M | 0.0% | -46.4% | 0.198% | |
11/15/2024 | MML Investors Services LLC | 23,543 | $1.05M | 0.0% | +387.5% | 0.002% | |
11/15/2024 | Northeast Financial Consultants Inc | 230,478 | $10.25M | 0.4% | +0.4% | 0.023% | |
11/15/2024 | Brookfield Corp ON | 4,141,816 | $184.15M | 1.0% | -1.1% | 0.406% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 100,462 | $4.47M | 0.0% | +852.8% | 0.010% | |
11/15/2024 | Stifel Financial Corp | 1,276,828 | $56.77M | 0.1% | +5.3% | 0.125% | |
11/15/2024 | Penn Mutual Asset Management | 10,770 | $0.48M | 1.0% | -12.2% | 0.001% | |
11/15/2024 | Integrated Wealth Concepts LLC | 14,976 | $0.67M | 0.0% | +47.8% | 0.001% | |
11/15/2024 | HighTower Advisors LLC | 560,590 | $24.91M | 0.0% | +1.8% | 0.055% | |
11/15/2024 | Benjamin Edwards Inc. | 7,409 | $0.33M | 0.0% | +8.9% | 0.001% | |
11/14/2024 | Progeny 3 Inc. | 1,015,459 | $45.15M | 3.8% | +2.0% | 0.099% | |
11/14/2024 | Captrust Financial Advisors | 60,475 | $2.69M | 0.0% | +0.4% | 0.006% | |
11/14/2024 | Rockefeller Capital Management L.P. | 123,434 | $5.49M | 0.0% | +35.1% | 0.012% | |
11/14/2024 | Infrastructure Capital Advisors LLC | 1,456,059 | $64.74M | 8.7% | -12.8% | 0.143% | |
11/14/2024 | BBR Partners LLC | 14,000 | $0.62M | 0.0% | N/A | 0.001% | |
11/14/2024 | FORA Capital LLC | 15,320 | $0.68M | 0.1% | +2.2% | 0.002% | |
11/13/2024 | Glenmede Trust Co. NA | 149,509 | $6.65M | 0.0% | +7.2% | 0.015% | |
11/13/2024 | Townsquare Capital LLC | 6,286 | $0.28M | 0.0% | +15.1% | 0.001% | |
11/13/2024 | Principal Street Partners LLC | 14,253 | $0.61M | 0.1% | +12.8% | 0.001% | |
11/13/2024 | FMR LLC | 823,467 | $36.61M | 0.0% | +387.4% | 0.081% | |
11/13/2024 | D.A. Davidson & CO. | 25,400 | $1.13M | 0.0% | +3.5% | 0.002% | |
11/13/2024 | Longfellow Investment Management Co. LLC | 766,529 | $34.08M | 8.5% | -11.6% | 0.075% | |
11/13/2024 | Brown Brothers Harriman & Co. | 17,260 | $0.77M | 0.0% | +130.0% | 0.002% | |
11/13/2024 | Independent Advisor Alliance | 69,485 | $3.09M | 0.1% | +0.6% | 0.007% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 24,875 | $1.11M | 0.1% | N/A | 0.002% | |
11/12/2024 | One Charles Private Wealth Services LLC | 36,209 | $1.61M | 0.6% | N/A | 0.004% | |
11/12/2024 | Cerity Partners LLC | 41,028 | $1.82M | 0.0% | +42.5% | 0.004% | |
11/12/2024 | Icon Wealth Advisors LLC | 11,688 | $0.52M | 0.0% | +62.0% | 0.001% | |
11/12/2024 | Citigroup Inc. | 1,144,404 | $50.88M | 0.0% | +3.0% | 0.112% | |
11/12/2024 | AlphaCore Capital LLC | 1,569,157 | $69.77M | 15.7% | +0.0% | 0.154% | |
11/8/2024 | Cedar Wealth Management LLC | 1,146 | $51K | 0.0% | N/A | 0.000% | |
11/8/2024 | First Horizon Advisors Inc. | 1,390 | $62K | 0.0% | -57.6% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 60,517 | $2.69M | 0.0% | -3.4% | 0.006% | |
11/8/2024 | Jennison Associates LLC | 1,416,928 | $63M | 0.0% | -1.3% | 0.139% | |
11/8/2024 | PNC Financial Services Group Inc. | 101,082 | $4.49M | 0.0% | -1.8% | 0.010% | |
11/7/2024 | Caprock Group LLC | 24,525 | $1.09M | 0.0% | +29.8% | 0.002% | |
11/7/2024 | MAI Capital Management | 54,350 | $2.42M | 0.0% | +3.1% | 0.005% | |
11/7/2024 | Kayne Anderson Capital Advisors LP | 5,735,562 | $255M | 6.5% | +0.8% | 0.562% | |
11/6/2024 | Mutual of America Capital Management LLC | 48,333 | $2.15M | 0.0% | +13.5% | 0.005% | |
11/6/2024 | Mizuho Markets Americas LLC | 41,479 | $1.84M | 0.0% | -16.2% | 0.004% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 19,701 | $0.88M | 0.1% | +1.4% | 0.002% | |
11/6/2024 | ING Groep NV | 6,628,400 | $294.70M | 1.7% | +69.8% | 0.649% | |
11/6/2024 | Curi RMB Capital LLC | 25,095 | $1.12M | 0.0% | +2.6% | 0.002% | |
11/6/2024 | Huntington National Bank | 3,600 | $0.16M | 0.0% | -15.3% | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 15,514 | $0.69M | 0.1% | -8.3% | 0.002% | |
11/6/2024 | Oppenheimer & Co. Inc. | 40,185 | $1.79M | 0.0% | -8.4% | 0.004% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 33,171 | $1.48M | 0.0% | +12.0% | 0.003% | |
11/5/2024 | Apollon Wealth Management LLC | 31,026 | $1.38M | 0.0% | -0.8% | 0.003% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,257 | $0.46M | 0.0% | -2.4% | 0.001% | |
11/1/2024 | Atria Investments Inc | 7,504 | $0.33M | 0.0% | -17.0% | 0.001% | |
11/1/2024 | Oxbow Advisors LLC | 399,694 | $17.77M | 1.8% | -0.5% | 0.039% | |
11/1/2024 | Lindbrook Capital LLC | 52,128 | $2.32M | 0.2% | +27.2% | 0.005% | |
11/1/2024 | Verdence Capital Advisors LLC | 5,150 | $0.23M | 0.0% | N/A | 0.001% | |
11/1/2024 | CWA Asset Management Group LLC | 20,740 | $0.92M | 0.0% | N/A | 0.002% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 12,155 | $0.54M | 0.0% | +34.7% | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 68,403 | $3.04M | 0.3% | +2.0% | 0.007% | |
10/30/2024 | Catalyst Capital Advisors LLC | 280,885 | $12.49M | 0.3% | +7.4% | 0.028% | |
10/29/2024 | Van ECK Associates Corp | 57,809 | $2.54M | 0.0% | +10.7% | 0.006% | |
10/29/2024 | Janney Montgomery Scott LLC | 44,894 | $2M | 0.0% | +3.1% | 0.004% | |
10/29/2024 | Private Wealth Partners LLC | 11,500 | $0.51M | 0.0% | N/A | 0.001% | |
10/29/2024 | Princeton Global Asset Management LLC | 10,735 | $0.48M | 0.1% | +19.4% | 0.001% | |
10/29/2024 | VELA Investment Management LLC | 27,349 | $1.22M | 0.4% | +38.3% | 0.003% | |
10/29/2024 | Chicago Partners Investment Group LLC | 480,449 | $21.07M | 0.7% | +0.5% | 0.047% | |
10/29/2024 | Farther Finance Advisors LLC | 3,451 | $0.15M | 0.0% | +393.0% | 0.000% | |
10/28/2024 | Addis & Hill Inc | 13,462 | $0.60M | 0.5% | +2.7% | 0.001% | |
10/28/2024 | Americana Partners LLC | 458,500 | $20.39M | 1.4% | +9.2% | 0.045% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 4,729 | $0.21M | 0.0% | N/A | 0.000% | |
10/25/2024 | Pathway Financial Advisers LLC | 26,052 | $1.16M | 0.0% | +14.5% | 0.003% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 59,255 | $2.63M | 0.2% | +19.2% | 0.006% | |
10/25/2024 | Childress Capital Advisors LLC | 63,557 | $2.83M | 0.8% | +3.8% | 0.006% | |
10/25/2024 | Fidelis Capital Partners LLC | 9,032 | $0.40M | 0.0% | +3.9% | 0.001% | |
10/25/2024 | Strategic Blueprint LLC | 4,839 | $0.22M | 0.0% | -15.8% | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 163,861 | $7.29M | 3.1% | -2.1% | 0.016% | |
10/24/2024 | Custom Index Systems LLC | 27,153 | $1.21M | 0.7% | -20.3% | 0.003% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 85,389 | $3.80M | 0.0% | +4.3% | 0.008% | |
10/24/2024 | PFG Investments LLC | 27,801 | $1.24M | 0.1% | -4.4% | 0.003% | |
10/24/2024 | Pathway Financial Advisers LLC | 26,052 | $1.16M | 0.0% | +14.5% | 0.003% | |
10/23/2024 | Tectonic Advisors LLC | 189,370 | $8.42M | 0.5% | +13.9% | 0.019% | |
10/23/2024 | Spirit of America Management Corp NY | 166,897 | $7.42M | 1.5% | -0.6% | 0.016% | |
10/23/2024 | Cherry Creek Investment Advisors Inc. | 14,204 | $0.63M | 0.3% | +2.0% | 0.001% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 464,179 | $20.64M | 0.7% | +34.3% | 0.046% | |
10/22/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 1,498,796 | $66.64M | 4.9% | +17.0% | 0.147% | |
10/22/2024 | Sequoia Financial Advisors LLC | 194,423 | $8.64M | 0.1% | N/A | 0.019% | |
10/21/2024 | Venture Visionary Partners LLC | 9,070 | $0.40M | 0.0% | +34.0% | 0.001% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 8,000 | $0.36M | 0.0% | +153.3% | 0.001% | |
10/18/2024 | Raymond James & Associates | 398,340 | $17.71M | 0.0% | +8.0% | 0.039% | |
10/18/2024 | Capital Investment Advisors LLC | 5,760 | $0.26M | 0.0% | N/A | 0.001% | |
10/17/2024 | Claro Advisors LLC | 7,994 | $0.36M | 0.0% | +52.2% | 0.001% | |
10/16/2024 | Secure Asset Management LLC | 5,052 | $0.23M | 0.0% | N/A | 0.000% | |
10/16/2024 | Griffin Asset Management Inc. | 12,246 | $0.54M | 0.1% | -5.3% | 0.001% | |
10/16/2024 | CFM Wealth Partners LLC | 30,552 | $1.27M | 0.3% | -19.4% | 0.003% | |
10/15/2024 | Zhang Financial LLC | 4,543 | $0.20M | 0.0% | N/A | 0.000% | |
10/11/2024 | Creative Planning | 51,508 | $2.29M | 0.0% | +45.4% | 0.005% | |
10/11/2024 | Wesbanco Bank Inc. | 5,379 | $0.24M | 0.0% | -27.1% | 0.001% | |