5/24/2024 | Cetera Advisors LLC | 153,251 | $3.12M | 0.0% | +300.3% | 0.071% | |
5/24/2024 | Cetera Investment Advisers | 378,590 | $7.70M | 0.0% | +220.8% | 0.176% | |
5/20/2024 | Independent Wealth Network Inc. | 13,894 | $283K | 0.1% | -8.7% | 0.006% | |
5/20/2024 | Bluefin Capital Management LLC | 3,385,362 | $68.86M | 10.2% | +17.4% | 1.575% | |
5/16/2024 | Jane Street Group LLC | 1,560,442 | $31.74M | 0.0% | +24.4% | 0.726% | |
5/16/2024 | Ancora Advisors LLC | 114,910 | $2.34M | 0.1% | -0.9% | 0.053% | |
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5/15/2024 | Steel Grove Capital Advisors LLC | 87,341 | $1.78M | 0.0% | +9.9% | 0.041% | |
5/14/2024 | CreativeOne Wealth LLC | 21,133 | $430K | 0.0% | N/A | 0.010% | |
5/13/2024 | PYA Waltman Capital LLC | 600,426 | $12.21M | 4.5% | +1.0% | 0.279% | |
5/13/2024 | Rockport Wealth LLC | 43,137 | $877K | 0.3% | N/A | 0.020% | |
5/11/2024 | Resurgent Financial Advisors LLC | 18,000 | $366K | 0.2% | +100.0% | 0.008% | |
5/11/2024 | Beaumont Financial Advisors LLC | 564,243 | $11.48M | 0.9% | -0.5% | 0.262% | |
5/11/2024 | Capital Wealth Alliance LLC | 121,676 | $2.48M | 1.5% | +0.4% | 0.057% | |
5/10/2024 | Osaic Holdings Inc. | 1,005,071 | $20.44M | 0.0% | +2.0% | 0.468% | |
5/10/2024 | TIAA Trust National Association | 243,298 | $4.95M | 0.0% | -1.5% | 0.113% | |
5/10/2024 | Jupiter Asset Management Ltd. | 1,822,942 | $37.08M | 0.4% | -9.2% | 0.848% | |
5/9/2024 | Managed Asset Portfolios LLC | 1,263,552 | $25.70M | 3.7% | -7.8% | 0.588% | |
5/9/2024 | Delta Investment Management LLC | 106,550 | $2.17M | 0.5% | -4.4% | 0.050% | |
5/8/2024 | Richard C. Young & CO. LTD. | 9,882 | $201K | 0.0% | N/A | 0.005% | |
5/8/2024 | Sheets Smith Wealth Management | 21,898 | $445K | 0.0% | -15.1% | 0.010% | |
5/8/2024 | Bleakley Financial Group LLC | 5,927,612 | $120.57M | 3.5% | -1.5% | 2.758% | |
5/8/2024 | Avantax Advisory Services Inc. | 58,392 | $1.19M | 0.0% | -6.8% | 0.027% | |
5/8/2024 | US Bancorp DE | 45,133 | $918K | 0.0% | +1.5% | 0.021% | |
5/7/2024 | Fore Capital LLC | 110,000 | $2.24M | 1.4% | N/A | 0.051% | |
5/7/2024 | BOS Asset Management LLC | 44,018 | $895K | 0.5% | -32.3% | 0.020% | |
5/7/2024 | Advantage Trust Co | 2,990 | $61K | 0.0% | -25.1% | 0.001% | |
5/7/2024 | Oppenheimer & Co. Inc. | 72,646 | $1.48M | 0.0% | +15.7% | 0.034% | |
5/6/2024 | Bard Financial Services Inc. | 12,600 | $256K | 0.0% | -36.7% | 0.006% | |
5/6/2024 | Oxbow Advisors LLC | 9,900 | $201K | 0.0% | N/A | 0.005% | |
5/4/2024 | Howland Capital Management LLC | 845,607 | $17.20M | 0.8% | -2.8% | 0.393% | |
5/4/2024 | Geneos Wealth Management Inc. | 39,982 | $813K | 0.0% | -2.9% | 0.019% | |
5/3/2024 | Larson Financial Group LLC | 2,042 | $42K | 0.0% | +4,761.9% | 0.001% | |
5/2/2024 | Lincoln National Corp | 113,820 | $2.32M | 0.0% | -46.8% | 0.053% | |
5/2/2024 | Almanack Investment Partners LLC. | 16,451 | $335K | 0.1% | -6.0% | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 161,071 | $3.28M | 0.0% | -14.2% | 0.075% | |
5/1/2024 | New Harbor Financial Group LLC | 364,003 | $7.40M | 2.4% | -4.9% | 0.169% | |
4/30/2024 | Private Advisor Group LLC | 130,045 | $2.65M | 0.0% | -80.6% | 0.061% | |
4/30/2024 | J.W. Cole Advisors Inc. | 14,159 | $288K | 0.0% | -15.5% | 0.007% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 10,360 | $211K | 0.1% | -60.5% | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 312,578 | $6.36M | 0.0% | -5.8% | 0.145% | |
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4/29/2024 | Tower Bridge Advisors | 13,404 | $273K | 0.0% | -74.9% | 0.006% | |
4/29/2024 | Marks Group Wealth Management Inc | 21,065 | $428K | 0.0% | -6.6% | 0.010% | |
4/27/2024 | Kellett Wealth Advisors LLC | 15,302 | $311K | 0.2% | -3.2% | 0.007% | |
4/26/2024 | Guild Investment Management Inc. | 97,957 | $1.99M | 2.5% | -0.7% | 0.046% | |
4/26/2024 | Latitude Advisors LLC | 10,825 | $220K | 0.1% | +4.8% | 0.005% | |
4/25/2024 | Lodestar Private Asset Management LLC | 66,199 | $1.35M | 0.2% | +1.5% | 0.031% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 486,522 | $9.90M | 0.0% | +6.4% | 0.226% | |
4/24/2024 | CENTRAL TRUST Co | 7,905,114 | $160.79M | 4.0% | +1.7% | 3.678% | |
4/24/2024 | Demars Financial Group LLC | 96,688 | $1.97M | 1.0% | -4.3% | 0.045% | |
4/24/2024 | Simplicity Wealth LLC | 5,922,232 | $120.46M | 2.9% | N/A | 2.755% | |
4/24/2024 | Spire Wealth Management | 97,268 | $1.98M | 0.1% | +1.9% | 0.045% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 125,170 | $2.55M | 0.2% | +5.5% | 0.058% | |
4/23/2024 | Summit Trail Advisors LLC | 15,000 | $305K | 0.0% | -4.6% | 0.007% | |
4/23/2024 | Principle Wealth Partners LLC | 10,000 | $203K | 0.0% | N/A | 0.005% | |
4/23/2024 | Hunter Perkins Capital Management LLC | 80,195 | $1.63M | 0.3% | -7.4% | 0.037% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 230,481 | $4.69M | 0.0% | -12.0% | 0.107% | |
4/23/2024 | Sapient Capital LLC | 254,414 | $5.18M | 0.1% | +0.4% | 0.118% | |
4/22/2024 | Strategic Financial Concepts LLC | 38,179 | $777K | 0.2% | +79.9% | 0.018% | |
4/22/2024 | PFG Investments LLC | 476,421 | $9.69M | 0.6% | N/A | 0.222% | |
4/22/2024 | Accordant Advisory Group Inc | 13,485 | $274K | 0.2% | N/A | 0.006% | |
4/19/2024 | Veracity Capital LLC | 18,819 | $383K | 0.1% | -5.1% | 0.009% | |
4/19/2024 | Cornerstone Wealth Management LLC | 51,712 | $1.05M | 0.1% | -2.4% | 0.024% | |
4/19/2024 | Financial Sense Advisors Inc. | 90,437 | $1.84M | 0.6% | +3.8% | 0.042% | |
4/17/2024 | Sandy Cove Advisors LLC | 21,100 | $429K | 0.2% | +31.1% | 0.010% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 104,196 | $2.12M | 0.0% | -1.1% | 0.048% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 38,923 | $792K | 0.0% | -11.2% | 0.018% | |
4/15/2024 | Brookstone Capital Management | 226,687 | $4.61M | 0.1% | +4.2% | 0.105% | |
4/15/2024 | Columbia Advisory Partners LLC | 27,781 | $565K | 0.6% | +19.1% | 0.013% | |
2/21/2024 | Garde Capital Inc. | 7,245 | $139K | 0.0% | N/A | 0.003% | |
2/14/2024 | Stonehage Fleming Financial Services Holdings Ltd | 2,118 | $41K | 0.0% | +109.1% | 0.001% | |
2/12/2024 | Burkett Financial Services LLC | 2,766 | $53K | 0.0% | N/A | 0.001% | |
2/12/2024 | Madden Advisory Services Inc. | 17,748 | $340K | 0.2% | -18.5% | 0.008% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 118,626 | $2.27M | 0.2% | -2.5% | 0.055% | |
2/9/2024 | Journey Strategic Wealth LLC | 28,481 | $545K | 0.0% | +37.1% | 0.013% | |
2/9/2024 | Wells Fargo & Company MN | 692,114 | $13.25M | 0.0% | +0.5% | 0.322% | |
2/8/2024 | Cowen AND Company LLC | 164,132 | $3.14M | 0.7% | -54.9% | 0.076% | |
2/7/2024 | Avantax Advisory Services Inc. | 62,674 | $1.20M | 0.0% | -27.9% | 0.029% | |
2/6/2024 | Lincoln National Corp | 213,920 | $4.10M | 0.1% | +85.6% | 0.100% | |
2/6/2024 | Montis Financial LLC | 29,640 | $568K | 0.3% | -12.4% | 0.014% | |
2/5/2024 | Andina Capital Management LLC | 47,719 | $914K | 0.8% | N/A | 0.022% | |
2/5/2024 | Shufro Rose & Co. LLC | 1,637,836 | $31.37M | 2.8% | -0.6% | 0.762% | |
2/2/2024 | Atria Wealth Solutions Inc. | 101,211 | $1.94M | 0.0% | +15.4% | 0.047% | |
2/1/2024 | Marks Group Wealth Management Inc | 22,547 | $432K | 0.0% | -93.9% | 0.010% | |
2/1/2024 | Telemus Capital LLC | 149,592 | $2.87M | 0.2% | -7.3% | 0.070% | |
1/29/2024 | Simplicity Solutions LLC | 6,018,612 | $115.26M | 3.1% | -3.8% | 2.800% | |
1/25/2024 | Bleakley Financial Group LLC | 6,019,273 | $115.27M | 3.7% | -3.7% | 2.800% | |
1/24/2024 | Quilter Plc | 47,092 | $902K | 0.0% | -23.5% | 0.022% | |
1/23/2024 | Howland Capital Management LLC | 869,960 | $16.66M | 0.9% | -2.2% | 0.405% | |
1/23/2024 | UMB Bank n.a. | 7,033 | $135K | 0.0% | -26.0% | 0.003% | |
1/17/2024 | J Arnold Wealth Management Co | 41,493 | $795K | 0.3% | +2.7% | 0.019% | |
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1/5/2024 | CGN Advisors LLC | 57,140 | $1.09M | 0.2% | +9.4% | 0.027% | |
11/21/2023 | Tompkins Financial Corp | 29,000 | $502K | 0.1% | -32.2% | 0.013% | |
11/17/2023 | Sprott Inc. | 788,669 | $13.66M | 1.1% | -13.2% | 0.367% | |
11/14/2023 | Bluefin Capital Management LLC | 739,486 | $12.81M | 1.1% | N/A | 0.344% | |
11/14/2023 | BOS Asset Management LLC | 64,773 | $1.12M | 0.8% | -17.0% | 0.030% | |
11/13/2023 | Stifel Financial Corp | 188,016 | $3.26M | 0.0% | +22.8% | 0.087% | |
11/13/2023 | LPL Financial LLC | 749,268 | $12.98M | 0.0% | +12.6% | 0.349% | |
11/13/2023 | Cardiff Park Advisors LLC | 36,075 | $625K | 0.1% | -6.7% | 0.017% | |
11/9/2023 | Jupiter Asset Management Ltd. | 2,344,182 | $40.60M | 0.4% | -18.1% | 1.091% | |
11/9/2023 | Heritage Wealth Advisors | 3,000 | $52K | 0.0% | -20.0% | 0.001% | |