9/5/2024 | Sanctuary Advisors LLC | 22,727 | $0.49M | 0.0% | N/A | 0.025% | |
8/22/2024 | Cetera Investment Advisers | 368,742 | $7.87M | 0.0% | +9.9% | 0.396% | |
8/16/2024 | Creative Planning | 38,646 | $0.83M | 0.0% | -5.6% | 0.042% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 128,694 | $2.75M | 0.3% | +4.0% | 0.138% | |
8/15/2024 | The Manufacturers Life Insurance Company | 232,669 | $4.97M | 0.0% | -7.4% | 0.250% | |
8/15/2024 | Millennium Management LLC | 287,311 | $6.13M | 0.0% | +482.6% | 0.309% | |
8/14/2024 | Cubist Systematic Strategies LLC | 42,523 | $0.91M | 0.0% | -20.7% | 0.046% | |
8/14/2024 | Progeny 3 Inc. | 2,036,778 | $43.49M | 4.2% | +2.6% | 2.197% | |
8/14/2024 | 1832 Asset Management L.P. | 1,279,000 | $27.31M | 0.0% | +6.6% | 1.375% | |
8/14/2024 | ProShare Advisors LLC | 14,986 | $0.32M | 0.0% | +14.5% | 0.016% | |
8/13/2024 | Clayton Partners LLC | 141,569 | $3.02M | 2.4% | -1.3% | 0.152% | |
8/13/2024 | Benjamin Edwards Inc. | 32,382 | $0.69M | 0.1% | -3.2% | 0.035% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 309,853 | $6.62M | 0.1% | +1.6% | 0.333% | |
8/12/2024 | Burgundy Asset Management Ltd. | 2,105,853 | $44.96M | 0.5% | +1.4% | 2.264% | |
8/12/2024 | Waterloo Capital L.P. | 105,760 | $2.26M | 0.3% | +9.9% | 0.114% | |
8/12/2024 | Argent Trust Co | 105,292 | $2.25M | 0.1% | +8.9% | 0.114% | |
8/10/2024 | Sargent Investment Group LLC | 28,400 | $0.61M | 0.1% | -26.0% | 0.031% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 49,248 | $1.05M | 0.4% | -3.6% | 0.053% | |
8/9/2024 | Marble Harbor Investment Counsel LLC | 15,400 | $0.33M | 0.0% | N/A | 0.017% | |
8/9/2024 | Rathbones Group PLC | 24,202 | $0.52M | 0.0% | -3.0% | 0.026% | |
8/8/2024 | Envestnet Asset Management Inc. | 505,934 | $10.80M | 0.0% | +17.1% | 0.544% | |
8/8/2024 | Allen Investment Management LLC | 718,153 | $15.33M | 0.2% | +16.4% | 0.775% | |
8/8/2024 | Parallel Advisors LLC | 21,428 | $0.46M | 0.0% | -3.0% | 0.023% | |
8/8/2024 | Wambolt & Associates LLC | 175,728 | $3.76M | 1.1% | +3.0% | 0.190% | |
8/7/2024 | MGO One Seven LLC | 386,575 | $8.25M | 0.4% | -13.1% | 0.417% | |
8/6/2024 | LSV Asset Management | 1,185,062 | $25.30M | 0.1% | -2.5% | 1.274% | |
8/2/2024 | First National Trust Co | 47,574 | $1.02M | 0.0% | N/A | 0.051% | |
8/2/2024 | Naviter Wealth LLC | 99,373 | $2.12M | 0.3% | +60.6% | 0.107% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 72,849 | $1.56M | 0.4% | N/A | 0.079% | |
7/31/2024 | nVerses Capital LLC | 3,300 | $70K | 0.0% | N/A | 0.004% | |
7/31/2024 | Van ECK Associates Corp | 2,147,972 | $45.86M | 0.1% | +18.6% | 2.317% | |
7/31/2024 | Commonwealth Equity Services LLC | 131,794 | $2.81M | 0.0% | -1.0% | 0.142% | |
7/31/2024 | IFG Advisory LLC | 17,512 | $0.37M | 0.0% | +6.3% | 0.019% | |
7/30/2024 | Atlas Capital Advisors LLC | 5,115 | $0.11M | 0.0% | N/A | 0.006% | |
7/30/2024 | Fort Washington Investment Advisors Inc. OH | 95,851 | $2.05M | 0.0% | -61.5% | 0.103% | |
7/29/2024 | TrueMark Investments LLC | 205,040 | $4.38M | 1.5% | N/A | 0.221% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 36,903 | $0.79M | 0.1% | +1.7% | 0.040% | |
7/29/2024 | Ridgewood Investments LLC | 3,588 | $77K | 0.1% | N/A | 0.004% | |
7/29/2024 | Financial Advocates Investment Management | 142,635 | $3.05M | 0.2% | +4.0% | 0.154% | |
7/27/2024 | HB Wealth Management LLC | 87,872 | $1.88M | 0.0% | -29.1% | 0.095% | |
7/26/2024 | Dearborn Partners LLC | 85,662 | $1.83M | 0.1% | -7.9% | 0.092% | |
7/26/2024 | Bank of New York Mellon Corp | 17,376 | $0.37M | 0.0% | +10.6% | 0.019% | |
7/25/2024 | Baillie Gifford & Co. | 410,054 | $8.76M | 0.0% | +81.9% | 0.442% | |
7/22/2024 | Pallas Capital Advisors LLC | 83,280 | $1.79M | 0.1% | -24.0% | 0.090% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 572,480 | $12.22M | 0.0% | +5.4% | 0.617% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 173,830 | $3.71M | 0.2% | +10.7% | 0.187% | |
7/19/2024 | Raymond James & Associates | 161,017 | $3.44M | 0.0% | -1.8% | 0.174% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 315,104 | $6.73M | 0.0% | +1.5% | 0.340% | |
7/16/2024 | Cornerstone Wealth Management LLC | 46,042 | $0.98M | 0.1% | -1.2% | 0.050% | |
7/12/2024 | Ignite Planners LLC | 48,598 | $1.06M | 0.3% | +8.4% | 0.052% | |
7/12/2024 | Sound Income Strategies LLC | 2,129,099 | $45.46M | 2.8% | +2.8% | 2.296% | |
7/11/2024 | Worth Asset Management LLC | 14,156 | $0.30M | 0.2% | +7.9% | 0.015% | |
7/1/2024 | Confluence Investment Management LLC | 246,659 | $5.27M | 0.1% | +1.4% | 0.266% | |
5/24/2024 | Cetera Advisors LLC | 136,262 | $2.92M | 0.0% | +811.5% | 0.147% | |
5/24/2024 | Cetera Investment Advisers | 335,514 | $7.19M | 0.0% | +41.8% | 0.362% | |
5/20/2024 | EMC Capital Management | 6,747 | $0.15M | 0.1% | +23.1% | 0.007% | |
5/17/2024 | Comerica Bank | 18,142 | $0.39M | 0.0% | +9.1% | 0.020% | |
5/17/2024 | Tidal Investments LLC | 43,235 | $0.93M | 0.0% | +5.8% | 0.047% | |
5/15/2024 | Truvestments Capital LLC | 102,489 | $2.20M | 0.8% | +597.2% | 0.111% | |
5/14/2024 | Advisors Asset Management Inc. | 178,995 | $3.84M | 0.1% | +4.9% | 0.193% | |
5/14/2024 | EntryPoint Capital LLC | 1,641 | $35K | 0.0% | N/A | 0.002% | |
5/14/2024 | MQS Management LLC | 26,561 | $0.57M | 0.3% | N/A | 0.029% | |
5/14/2024 | Burgundy Asset Management Ltd. | 2,076,819 | $44.51M | 0.5% | +0.9% | 2.240% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 123,799 | $2.65M | 0.3% | +13.6% | 0.134% | |
5/11/2024 | Cliffwater LLC | 489,979 | $10.50M | 2.8% | -40.3% | 0.528% | |
5/11/2024 | Partners Group Holding AG | 353,870 | $7.58M | 0.7% | -16.1% | 0.382% | |
5/9/2024 | Dearborn Partners LLC | 93,047 | $1.99M | 0.1% | +2.3% | 0.100% | |
5/8/2024 | ProShare Advisors LLC | 13,088 | $0.28M | 0.0% | +15.8% | 0.014% | |
5/7/2024 | Significant Wealth Partners LLC | 202,899 | $4.35M | 2.9% | +949.8% | 0.219% | |
5/7/2024 | Allen Investment Management LLC | 616,979 | $13.22M | 0.2% | +18.3% | 0.665% | |
5/7/2024 | SG Americas Securities LLC | 25,751 | $0.55M | 0.0% | N/A | 0.028% | |
5/6/2024 | Quantbot Technologies LP | 18,115 | $0.39M | 0.0% | -23.7% | 0.020% | |
5/6/2024 | LSV Asset Management | 1,215,312 | $26.04M | 0.1% | +7.3% | 1.311% | |
5/3/2024 | Delphi Financial Group Inc. | 70,106 | $1.50M | 1.0% | -56.3% | 0.076% | |
5/2/2024 | Mckinley Capital Management LLC | 226,523 | $4.85M | 0.6% | -2.3% | 0.246% | |
5/1/2024 | Janney Montgomery Scott LLC | 233,574 | $5.01M | 0.0% | -12.2% | 0.254% | |
5/1/2024 | Precision Wealth Strategies LLC | 10,030 | $0.22M | 0.2% | +5.7% | 0.011% | |
5/1/2024 | Baillie Gifford & Co. | 225,420 | $4.83M | 0.0% | +41.7% | 0.245% | |
5/1/2024 | Wambolt & Associates LLC | 170,536 | $3.61M | 1.1% | +12.2% | 0.185% | |
4/30/2024 | Van ECK Associates Corp | 1,811,376 | $38.82M | 0.1% | +12.9% | 1.966% | |
4/30/2024 | HB Wealth Management LLC | 124,013 | $2.66M | 0.0% | +5.1% | 0.135% | |
4/29/2024 | Commonwealth Equity Services LLC | 133,119 | $2.85M | 0.0% | +21.8% | 0.145% | |
4/29/2024 | Benjamin Edwards Inc. | 33,456 | $0.72M | 0.1% | -2.9% | 0.036% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 304,829 | $6.53M | 0.1% | +3.4% | 0.331% | |
4/26/2024 | Riverbridge Partners LLC | 68,620 | $1.47M | 0.0% | +2.8% | 0.074% | |
4/23/2024 | Global Retirement Partners LLC | 1,757 | $38K | 0.0% | +105.0% | 0.002% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 36,276 | $0.78M | 0.1% | +1.6% | 0.039% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 543,115 | $11.64M | 0.0% | +1.2% | 0.590% | |
4/19/2024 | Wealthstar Advisors LLC | 130,562 | $2.80M | 1.0% | -3.2% | 0.142% | |
4/19/2024 | Cornerstone Wealth Management LLC | 46,599 | $1M | 0.1% | +6.5% | 0.051% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 310,322 | $6.65M | 0.0% | +3.2% | 0.337% | |
4/18/2024 | Naviter Wealth LLC | 61,865 | $1.33M | 0.2% | N/A | 0.067% | |
4/18/2024 | Mirador Capital Partners LP | 37,111 | $0.80M | 0.2% | +2.9% | 0.040% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 157,060 | $3.37M | 0.2% | +6.8% | 0.170% | |
4/16/2024 | Register Financial Advisors LLC | 7,574 | $0.16M | 0.1% | +15.5% | 0.008% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,200 | $90K | 0.1% | N/A | 0.005% | |
4/15/2024 | Sound Income Strategies LLC | 2,070,259 | $44.37M | 3.3% | +4.0% | 2.247% | |
4/12/2024 | Worth Asset Management LLC | 13,119 | $0.28M | 0.2% | +9.3% | 0.015% | |
4/12/2024 | Ignite Planners LLC | 44,820 | $0.95M | 0.3% | -31.2% | 0.051% | |
4/10/2024 | Melia Wealth LLC | 540,005 | $11.57M | 6.5% | -23.0% | 0.615% | |