8/19/2025 | B. Riley Wealth Advisors Inc. | 26,356 | $1.05M | 0.0% | N/A | 0.165% | |
8/18/2025 | Geneos Wealth Management Inc. | 46,704 | $1.85M | 0.0% | +24.0% | 0.293% | |
8/15/2025 | MML Investors Services LLC | 514,170 | $20.39M | 0.1% | +26.4% | 3.224% | |
8/15/2025 | Bank of America Corp DE | 536,086 | $21.26M | 0.0% | +9.3% | 3.361% | |
8/14/2025 | Jane Street Group LLC | 372,986 | $14.79M | 0.0% | +1,036.1% | 2.338% | |
8/14/2025 | Raymond James Financial Inc. | 613,001 | $24.31M | 0.0% | -2.5% | 3.843% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 5,423 | $215K | 0.1% | -8.9% | 0.034% | |
8/13/2025 | Flow Traders U.S. LLC | 222,788 | $8.84M | 0.3% | +23.3% | 1.397% | |
8/13/2025 | Baird Financial Group Inc. | 137,267 | $5.44M | 0.0% | -0.8% | 0.861% | |
8/13/2025 | VestGen Advisors LLC | 139,352 | $5.53M | 0.2% | +8.8% | 0.874% | |
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8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,329 | $92K | 0.0% | -95.7% | 0.015% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 486,524 | $19.30M | 0.2% | +4.3% | 3.050% | |
8/12/2025 | Insigneo Advisory Services LLC | 10,773 | $427K | 0.0% | N/A | 0.068% | |
8/12/2025 | Global Retirement Partners LLC | 33,223 | $1.32M | 0.0% | N/A | 0.208% | |
8/12/2025 | JPMorgan Chase & Co. | 4,645 | $184K | 0.0% | +9.8% | 0.029% | |
8/11/2025 | HHM Wealth Advisors LLC | 2,451 | $97K | 0.0% | N/A | 0.015% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 7,588 | $301K | 0.1% | N/A | 0.048% | |
8/8/2025 | Cetera Investment Advisers | 276,351 | $10.96M | 0.0% | +4.3% | 1.733% | |
8/8/2025 | Foundations Investment Advisors LLC | 5,775 | $229K | 0.0% | N/A | 0.036% | |
8/6/2025 | Savant Capital LLC | 32,819 | $1.30M | 0.0% | -1.4% | 0.206% | |
8/5/2025 | Sigma Planning Corp | 19,207 | $762K | 0.0% | +48.0% | 0.120% | |
8/4/2025 | Atria Investments Inc | 140,800 | $5.58M | 0.1% | +2.6% | 0.883% | |
8/4/2025 | World Investment Advisors | 34,575 | $1.37M | 0.0% | -17.8% | 0.217% | |
8/1/2025 | Envestnet Asset Management Inc. | 575,872 | $22.84M | 0.0% | +12.2% | 3.610% | |
7/30/2025 | D.A. Davidson & CO. | 58,251 | $2.31M | 0.0% | N/A | 0.365% | |
7/29/2025 | Crux Wealth Advisors | 14,052 | $557K | 0.2% | -45.0% | 0.088% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 9,246 | $367K | 0.1% | -71.1% | 0.058% | |
7/29/2025 | Stratos Wealth Advisors LLC | 10,719 | $425K | 0.0% | +9.6% | 0.067% | |
7/29/2025 | Stratos Investment Management LLC | 567,297 | $22.50M | 1.0% | +4.0% | 3.557% | |
7/28/2025 | Frazier Financial Advisors LLC | 142,055 | $5.63M | 4.0% | +1.1% | 0.891% | |
7/25/2025 | Concurrent Investment Advisors LLC | 33,188 | $1.32M | 0.0% | +7.2% | 0.208% | |
7/24/2025 | Comprehensive Money Management Services LLC | 13,748 | $545K | 0.4% | -5.8% | 0.086% | |
7/24/2025 | IFP Advisors Inc | 13,309 | $528K | 0.0% | -19.4% | 0.083% | |
7/23/2025 | Tcfg Wealth Management LLC | 32,221 | $1.28M | 0.6% | N/A | 0.202% | |
7/23/2025 | Defined Financial Planning LLC | 5,079 | $200K | 0.2% | N/A | 0.032% | |
7/22/2025 | Simplicity Wealth LLC | 58,290 | $2.31M | 0.1% | N/A | 0.365% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 18,453 | $732K | 0.0% | +9.2% | 0.116% | |
7/21/2025 | Exchange Capital Management Inc. | 441,635 | $17.52M | 2.6% | -2.6% | 2.769% | |
7/18/2025 | Impact Capital Partners LLC | 112,066 | $4.45M | 1.5% | +1.3% | 0.703% | |
7/17/2025 | Trivium Point Advisory LLC | 20,154 | $799K | 0.1% | +7.0% | 0.126% | |
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7/16/2025 | Perigon Wealth Management LLC | 6,823 | $271K | 0.0% | -16.7% | 0.043% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 24,641 | $977K | 0.9% | -10.5% | 0.154% | |
7/15/2025 | Optima Capital LLC | 38,595 | $1.53M | 0.8% | -44.6% | 0.242% | |
7/14/2025 | Occidental Asset Management LLC | 101,198 | $4.01M | 0.6% | -1.6% | 0.634% | |
7/10/2025 | HF Advisory Group LLC | 25,903 | $1.03M | 0.4% | -9.9% | 0.162% | |
7/10/2025 | SK Wealth Management LLC | 21,860 | $876K | 0.4% | N/A | 0.137% | |
7/10/2025 | Signal Advisors Wealth LLC | 5,268 | $209K | 0.0% | N/A | 0.033% | |
7/8/2025 | NBC Securities Inc. | 20,493 | $812K | 0.1% | -4.9% | 0.128% | |
7/1/2025 | Park National Corp OH | 2,627,025 | $104.19M | 3.4% | N/A | 16.470% | |
6/13/2025 | Optima Capital LLC | 69,637 | $2.56M | 1.6% | N/A | 0.457% | |
5/21/2025 | Geneos Wealth Management Inc. | 37,654 | $1.39M | 0.0% | +3.3% | 0.269% | |
5/19/2025 | Jane Street Group LLC | 32,830 | $1.21M | 0.0% | -21.5% | 0.235% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 12,351 | $454K | 0.0% | +88.9% | 0.103% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 5,952 | $226K | 0.1% | -12.8% | 0.050% | |
5/15/2025 | Baird Financial Group Inc. | 138,334 | $5.09M | 0.0% | N/A | 1.153% | |
5/14/2025 | WCG Wealth Advisors LLC | 10,013 | $368K | 0.0% | N/A | 0.083% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 53,701 | $1.98M | 0.0% | +7,728.1% | 0.448% | |
5/14/2025 | Kestra Advisory Services LLC | 61,688 | $2.27M | 0.0% | -7.8% | 0.514% | |
5/14/2025 | Compound Planning Inc. | 37,954 | $1.40M | 0.1% | -7.6% | 0.316% | |
5/14/2025 | CW Advisors LLC | 8,981 | $330K | 0.0% | N/A | 0.075% | |
5/14/2025 | Flow Traders U.S. LLC | 180,711 | $6.65M | 0.3% | N/A | 1.506% | |
5/13/2025 | Seek First Inc. | 8,799 | $324K | 0.3% | N/A | 0.073% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 466,521 | $17.16M | 0.2% | +13.8% | 3.888% | |
5/13/2025 | Raymond James Financial Inc. | 628,991 | $23.14M | 0.0% | -20.9% | 5.242% | |
5/13/2025 | Trivium Point Advisory LLC | 18,833 | $693K | 0.1% | +23.0% | 0.157% | |
5/9/2025 | Tidemark LLC | 267,827 | $9.85M | 3.6% | -16.5% | 2.232% | |
5/7/2025 | LPL Financial LLC | 727,202 | $26.75M | 0.0% | -23.1% | 6.060% | |
5/6/2025 | Cetera Investment Advisers | 264,846 | $9.74M | 0.0% | +2.4% | 2.207% | |
5/6/2025 | AE Wealth Management LLC | 6,743 | $248K | 0.0% | -18.8% | 0.056% | |
5/5/2025 | IFP Advisors Inc | 16,505 | $607K | 0.0% | -29.4% | 0.138% | |
5/5/2025 | Private Advisor Group LLC | 20,353 | $749K | 0.0% | +10.5% | 0.170% | |
5/1/2025 | Exchange Capital Management Inc. | 453,317 | $16.68M | 2.7% | -0.6% | 3.778% | |
4/23/2025 | Western Wealth Management LLC | 9,719 | $358K | 0.0% | -14.0% | 0.091% | |
4/9/2025 | NBC Securities Inc. | 21,543 | $792K | 0.1% | +89,662.5% | 0.202% | |
2/17/2025 | Captrust Financial Advisors | 7,574 | $260K | 0.0% | N/A | 0.098% | |
2/12/2025 | American Money Management LLC | 11,887 | $409K | 0.1% | -5.1% | 0.154% | |
2/12/2025 | JPMorgan Chase & Co. | 6,296 | $216K | 0.0% | -9.9% | 0.082% | |
2/10/2025 | Tidemark LLC | 320,765 | $11.03M | 4.2% | +18.8% | 4.166% | |
2/4/2025 | Exchange Capital Management Inc. | 456,151 | $15.68M | 2.5% | -1.0% | 5.924% | |
1/13/2025 | Moody National Bank Trust Division | 46,177 | $1.59M | 0.2% | -0.9% | 0.600% | |
11/14/2024 | Flow Traders U.S. LLC | 7,514 | $269K | 0.0% | N/A | 0.098% | |
11/7/2024 | Tidemark LLC | 270,081 | $9.69M | 4.0% | +162.3% | 3.508% | |
10/15/2024 | NBC Securities Inc. | 24,906 | $893K | 0.1% | +37.3% | 0.323% | |
7/23/2024 | Exchange Capital Management Inc. | 474,205 | $16.15M | 2.6% | -1.3% | 6.159% | |
4/18/2024 | Exchange Capital Management Inc. | 480,374 | $16.43M | 2.7% | +0.7% | 6.198% | |
4/5/2024 | NBC Securities Inc. | 17,609 | $612K | 0.1% | +61.9% | 0.227% | |
2/9/2024 | Tidemark LLC | 4,229 | $136K | 0.1% | N/A | 0.055% | |
2/8/2024 | Exchange Capital Management Inc. | 476,871 | $15.35M | 2.8% | -0.5% | 6.153% | |
2/7/2024 | NBC Securities Inc. | 10,875 | $349K | 0.0% | +109.1% | 0.140% | |
1/11/2024 | Moody National Bank Trust Division | 46,579 | $1.50M | 0.1% | -79.1% | 0.601% | |
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11/4/2023 | NBC Securities Inc. | 5,200 | $158K | 0.0% | N/A | 0.067% | |
10/30/2023 | Exchange Capital Management Inc. | 479,374 | $14.60M | 2.8% | -0.6% | 6.185% | |
8/9/2023 | Flow Traders U.S. LLC | 142,777 | $4.46M | 0.2% | -45.8% | 1.842% | |
7/24/2023 | Exchange Capital Management Inc. | 482,263 | $15.07M | 2.8% | -1.0% | 6.223% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 7,672 | $240K | 0.0% | -4.7% | 0.099% | |
5/15/2023 | Flow Traders U.S. LLC | 263,214 | $8.14M | 0.3% | +346.9% | 3.396% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 8,050 | $249K | 0.0% | N/A | 0.104% | |
5/10/2023 | American Money Management LLC | 14,005 | $433K | 0.1% | -11.3% | 0.181% | |
3/6/2023 | OLD Mission Capital LLC | 6,044 | $177K | 0.0% | -90.1% | 0.078% | |
2/10/2023 | CoreCap Advisors LLC | 5,616 | $164K | 0.0% | N/A | 0.000% | |