11/12/2024 | Cerity Partners LLC | 3,823,925 | $45.81M | 0.1% | +2.7% | 3.546% | |
11/8/2024 | Advisors Asset Management Inc. | 261,563 | $3.13M | 0.1% | -3.2% | 0.243% | |
11/7/2024 | Tranquility Partners LLC | 398,344 | $4.77M | 1.7% | +2.5% | 0.369% | |
11/6/2024 | Muzinich & Co. Inc. | 346,118 | $4.15M | 2.9% | +6.4% | 0.321% | |
11/6/2024 | Oppenheimer & Co. Inc. | 27,466 | $0.33M | 0.0% | -14.3% | 0.025% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 340,158 | $4.08M | 0.0% | +9.3% | 0.315% | |
11/5/2024 | First National Trust Co | 160,005 | $1.92M | 0.1% | +101.1% | 0.148% | |
11/1/2024 | Lindbrook Capital LLC | 325,365 | $3.90M | 0.3% | +0.7% | 0.302% | |
10/31/2024 | Confluence Investment Management LLC | 428,334 | $5.13M | 0.1% | +1.1% | 0.397% | |
10/29/2024 | Van ECK Associates Corp | 2,249,321 | $25.98M | 0.0% | +8.1% | 2.086% | |
10/29/2024 | Janney Montgomery Scott LLC | 138,940 | $1.67M | 0.0% | -1.1% | 0.129% | |
10/29/2024 | Farther Finance Advisors LLC | 14,110 | $0.17M | 0.0% | N/A | 0.013% | |
10/28/2024 | Stephens Inc. AR | 25,500 | $0.31M | 0.0% | +10.9% | 0.024% | |
10/24/2024 | PFG Investments LLC | 35,468 | $0.43M | 0.0% | -10.2% | 0.033% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 193,449 | $2.32M | 0.1% | +54.2% | 0.179% | |
10/22/2024 | International Assets Investment Management LLC | 374,487 | $4.49M | 0.0% | +1,017.3% | 0.347% | |
10/21/2024 | Genesee Capital Advisors LLC | 16,508 | $0.20M | 0.1% | N/A | 0.015% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 3,067,421 | $36.75M | 0.1% | +0.1% | 2.844% | |
10/11/2024 | Creative Planning | 13,305 | $0.16M | 0.0% | -49.7% | 0.012% | |
10/10/2024 | Inspire Investing LLC | 34,267 | $0.41M | 0.0% | +19.8% | 0.032% | |
10/8/2024 | Rockingstone Advisors LLC | 157,508 | $1.89M | 0.9% | -6.0% | 0.146% | |
9/5/2024 | Sanctuary Advisors LLC | 31,776 | $0.40M | 0.0% | N/A | 0.029% | |
8/16/2024 | Quarry LP | 3,307 | $40K | 0.0% | +68.3% | 0.003% | |
8/16/2024 | Creative Planning | 26,455 | $0.32M | 0.0% | +107.4% | 0.025% | |
8/15/2024 | Millennium Management LLC | 456,811 | $5.59M | 0.0% | +5.4% | 0.424% | |
8/15/2024 | Deerfield Management Company L.P. Series C | 18,190 | $0.22M | 0.0% | N/A | 0.017% | |
8/15/2024 | Dimension Capital Management LLC | 1,080,460 | $13.23M | 2.7% | -7.5% | 1.002% | |
8/14/2024 | ProShare Advisors LLC | 14,895 | $0.18M | 0.0% | +14.3% | 0.014% | |
8/13/2024 | Sei Investments Co. | 85,708 | $1.05M | 0.0% | +18.4% | 0.079% | |
8/10/2024 | Clearstead Trust LLC | 7,994 | $98K | 0.0% | N/A | 0.007% | |
8/8/2024 | Condor Capital Management | 348,406 | $4.26M | 0.4% | +28.2% | 0.323% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 193,840 | $2.37M | 0.8% | -3.6% | 0.180% | |
8/7/2024 | Wedbush Securities Inc. | 38,661 | $0.47M | 0.0% | -46.5% | 0.036% | |
8/6/2024 | LSV Asset Management | 2,548,475 | $31.19M | 0.1% | +0.7% | 2.363% | |
8/6/2024 | Acadian Asset Management LLC | 314,058 | $3.84M | 0.0% | +78.5% | 0.291% | |
8/2/2024 | First National Trust Co | 79,554 | $0.97M | 0.0% | N/A | 0.074% | |
8/1/2024 | GraniteShares Advisors LLC | 150,445 | $1.84M | 0.6% | +14.2% | 0.139% | |
7/31/2024 | Essex Financial Services Inc. | 19,603 | $0.24M | 0.0% | +37.9% | 0.018% | |
7/31/2024 | Spire Wealth Management | 50,702 | $0.62M | 0.0% | +39.2% | 0.047% | |
7/31/2024 | Van ECK Associates Corp | 2,080,602 | $25.47M | 0.0% | +21.6% | 1.929% | |
7/31/2024 | Rothschild Investment LLC | 19,520 | $0.24M | 0.0% | N/A | 0.018% | |
7/30/2024 | Moloney Securities Asset Management LLC | 30,742 | $0.38M | 0.1% | +9.1% | 0.029% | |
7/30/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,435 | $0.34M | 0.0% | N/A | 0.025% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 129,933 | $1.59M | 0.0% | +8.5% | 0.120% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 3,063,762 | $37.50M | 0.1% | -0.6% | 2.841% | |
7/25/2024 | Tranquility Partners LLC | 388,753 | $4.76M | 1.8% | +37.2% | 0.360% | |
7/23/2024 | GYL Financial Synergies LLC | 18,290 | $0.22M | 0.0% | +18.5% | 0.017% | |
7/23/2024 | Oak Family Advisors LLC | 150,384 | $1.84M | 0.6% | +0.7% | 0.139% | |
7/23/2024 | Stableford Capital II LLC | 79,339 | $0.99M | 0.4% | +99.0% | 0.074% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 125,459 | $1.54M | 0.1% | +33.5% | 0.116% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 311,201 | $3.81M | 0.0% | +16.5% | 0.289% | |
7/17/2024 | Rockingstone Advisors LLC | 167,623 | $2.05M | 1.1% | -14.8% | 0.155% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,590 | $0.26M | 0.0% | +38.0% | 0.020% | |
7/10/2024 | Csenge Advisory Group | 13,969 | $0.17M | 0.0% | -22.1% | 0.013% | |
7/1/2024 | Confluence Investment Management LLC | 423,578 | $5.19M | 0.1% | +2.2% | 0.393% | |
5/20/2024 | EMC Capital Management | 18,470 | $0.23M | 0.1% | -19.0% | 0.017% | |
5/15/2024 | SVB Wealth LLC | 40,052 | $0.51M | 0.0% | +21.6% | 0.038% | |
5/15/2024 | Lazard Asset Management LLC | 10,005 | $0.13M | 0.0% | N/A | 0.009% | |
5/14/2024 | Advisors Asset Management Inc. | 314,702 | $3.99M | 0.1% | +3.0% | 0.296% | |
5/14/2024 | EntryPoint Capital LLC | 4,101 | $52K | 0.0% | N/A | 0.004% | |
5/14/2024 | MQS Management LLC | 61,879 | $0.78M | 0.4% | +316.4% | 0.058% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 101,576 | $1.29M | 0.0% | +27.8% | 0.096% | |
5/11/2024 | Cliffwater LLC | 425,174 | $5.39M | 1.5% | -43.0% | 0.400% | |
5/11/2024 | Hillsdale Investment Management Inc. | 3,140 | $40K | 0.0% | N/A | 0.003% | |
5/10/2024 | Acadian Asset Management LLC | 175,901 | $2.22M | 0.0% | -47.3% | 0.165% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 201,064 | $2.55M | 0.9% | +9.4% | 0.189% | |
5/9/2024 | Midwest Professional Planners LTD. | 108,830 | $1.38M | 0.5% | +24.7% | 0.102% | |
5/9/2024 | Condor Capital Management | 271,667 | $3.44M | 0.3% | +9.6% | 0.256% | |
5/9/2024 | SageView Advisory Group LLC | 2,712 | $34K | 0.0% | -85.7% | 0.003% | |
5/8/2024 | ProShare Advisors LLC | 13,035 | $0.17M | 0.0% | +16.0% | 0.012% | |
5/8/2024 | Tranquility Partners LLC | 283,320 | $3.59M | 1.4% | +182.4% | 0.267% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 15,000 | $0.19M | 0.0% | -11.8% | 0.014% | |
5/8/2024 | Inspire Investing LLC | 28,269 | $0.36M | 0.0% | -6.3% | 0.027% | |
5/7/2024 | Oppenheimer & Co. Inc. | 31,600 | $0.40M | 0.0% | -3.8% | 0.030% | |
5/6/2024 | LSV Asset Management | 2,531,175 | $32.07M | 0.1% | -1.0% | 2.381% | |
5/4/2024 | Csenge Advisory Group | 17,943 | $0.23M | 0.0% | N/A | 0.017% | |
5/2/2024 | Mckinley Capital Management LLC | 133,865 | $1.70M | 0.2% | -3.6% | 0.126% | |
5/1/2024 | Janney Montgomery Scott LLC | 146,152 | $1.85M | 0.0% | -5.2% | 0.138% | |
4/30/2024 | Hartline Investment Corp | 19,704 | $0.25M | 0.0% | N/A | 0.019% | |
4/30/2024 | Van ECK Associates Corp | 1,710,907 | $21.68M | 0.0% | +9.5% | 1.610% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 3,083,543 | $39.07M | 0.1% | +0.2% | 2.901% | |
4/29/2024 | Commonwealth Equity Services LLC | 119,289 | $1.51M | 0.0% | -8.6% | 0.112% | |
4/25/2024 | Lindbrook Capital LLC | 387,320 | $4.91M | 0.5% | -1.5% | 0.364% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 119,726 | $1.52M | 0.0% | +1.7% | 0.113% | |
4/24/2024 | Verity & Verity LLC | 82,690 | $1.05M | 0.3% | N/A | 0.078% | |
4/24/2024 | Oak Family Advisors LLC | 149,364 | $1.89M | 0.7% | +175.8% | 0.141% | |
4/24/2024 | Spire Wealth Management | 36,425 | $0.46M | 0.0% | +9.7% | 0.034% | |
4/22/2024 | PFG Investments LLC | 38,911 | $0.49M | 0.0% | +125.1% | 0.037% | |
4/22/2024 | GraniteShares Advisors LLC | 131,683 | $1.67M | 0.9% | +14.6% | 0.124% | |
4/19/2024 | WFA Asset Management Corp | 40,504 | $0.51M | 0.3% | -8.3% | 0.038% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 267,087 | $3.38M | 0.0% | -2.1% | 0.251% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 3,083,543 | $39.07M | 0.1% | +0.2% | 2.901% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 93,968 | $1.19M | 0.1% | -15.8% | 0.088% | |
4/11/2024 | Sanders Morris Harris LLC | 19,375 | $0.25M | 0.0% | N/A | 0.018% | |
4/10/2024 | Stableford Capital II LLC | 39,873 | $0.51M | 0.2% | N/A | 0.038% | |
4/1/2024 | Confluence Investment Management LLC | 414,282 | $5.25M | 0.1% | N/A | 0.390% | |
2/26/2024 | Virtu Financial LLC | 14,229 | $0.18M | 0.0% | N/A | 0.014% | |
2/14/2024 | Muzinich & Co. Inc. | 278,857 | $3.55M | 2.4% | -16.9% | 0.275% | |
2/14/2024 | Connectus Wealth LLC | 63,910 | $0.81M | 0.0% | +131.1% | 0.063% | |
2/13/2024 | Epoch Investment Partners Inc. | 129,542 | $1.65M | 0.0% | -5.1% | 0.128% | |