5/16/2025 | NewEdge Advisors LLC | 3,950 | $304K | 0.0% | +136.7% | 0.113% | |
5/15/2025 | Royal Bank of Canada | 18,872 | $1.45M | 0.0% | +68.5% | 0.539% | |
5/14/2025 | Comerica Bank | 2,952 | $227K | 0.0% | +17.1% | 0.084% | |
5/13/2025 | HighTower Advisors LLC | 7,182 | $552K | 0.0% | N/A | 0.205% | |
5/7/2025 | LPL Financial LLC | 174,336 | $13.41M | 0.0% | +5.0% | 4.981% | |
5/6/2025 | Assetmark Inc. | 154,195 | $11.86M | 0.0% | +23.8% | 4.406% | |
5/6/2025 | Cetera Investment Advisers | 36,822 | $2.83M | 0.0% | +76.8% | 1.052% | |
5/6/2025 | Avantax Advisory Services Inc. | 3,241 | $249K | 0.0% | N/A | 0.093% | |
5/2/2025 | Patton Albertson Miller Group LLC | 3,390 | $261K | 0.0% | -10.2% | 0.104% | |
5/2/2025 | Fortress Wealth Management Inc. | 5,393 | $415K | 0.2% | -18.9% | 0.154% | |
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5/1/2025 | Stephens Inc. AR | 68,151 | $5.24M | 0.1% | +6.9% | 1.947% | |
4/30/2025 | Optimum Investment Advisors | 608 | $47K | 0.0% | N/A | 0.017% | |
4/29/2025 | Envestnet Asset Management Inc. | 19,423 | $1.49M | 0.0% | +125.3% | 0.550% | |
4/29/2025 | OneDigital Investment Advisors LLC | 31,301 | $2.41M | 0.0% | +36.6% | 0.887% | |
4/28/2025 | Private Trust Co. NA | 526 | $40K | 0.0% | +155.3% | 0.015% | |
4/25/2025 | Trademark Financial Management LLC | 6,916 | $532K | 0.4% | +3.9% | 0.196% | |
4/25/2025 | TBH Global Asset Management LLC | 18,980 | $1.46M | 0.1% | +250.4% | 0.538% | |
4/16/2025 | New Century Financial Group LLC | 3,168 | $244K | 0.3% | N/A | 0.090% | |
4/15/2025 | Capital Advisors Ltd. LLC | 32,154 | $2.47M | 0.3% | +12.5% | 0.911% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 132,114 | $10.16M | 1.4% | N/A | 3.743% | |
4/9/2025 | Merit Financial Group LLC | 22,721 | $1.75M | 0.0% | -6.6% | 0.644% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 3,288 | $257K | 0.0% | -21.3% | 0.086% | |
2/17/2025 | TrinityPoint Wealth LLC | 8,533 | $667K | 0.1% | -9.2% | 0.223% | |
2/17/2025 | Snowden Capital Advisors LLC | 3,000 | $235K | 0.0% | N/A | 0.078% | |
2/17/2025 | KKM Financial LLC | 7,380 | $577K | 0.2% | +9.1% | 0.193% | |
2/17/2025 | Cetera Investment Advisers | 20,828 | $1.63M | 0.0% | -3.3% | 0.544% | |
2/17/2025 | Bank of America Corp DE | 178,664 | $13.97M | 0.0% | +9.9% | 4.665% | |
2/17/2025 | Ameriprise Financial Inc. | 33,982 | $2.66M | 0.0% | -54.3% | 0.887% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,358 | $106K | 0.0% | N/A | 0.035% | |
2/14/2025 | Dark Forest Capital Management LP | 12,028 | $940K | 0.1% | -28.2% | 0.314% | |
2/14/2025 | OneDigital Investment Advisors LLC | 22,920 | $1.79M | 0.0% | +136.9% | 0.598% | |
2/14/2025 | GeoWealth Management LLC | 73,258 | $5.73M | 0.2% | +813,877.8% | 1.913% | |
2/13/2025 | Rockefeller Capital Management L.P. | 16,938 | $1.32M | 0.0% | +62.6% | 0.442% | |
2/13/2025 | Raymond James Financial Inc. | 4,093 | $320K | 0.0% | N/A | 0.107% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,621 | $674K | 0.0% | +4.4% | 0.225% | |
2/13/2025 | Wells Fargo & Company MN | 117,835 | $9.21M | 0.0% | +12.8% | 3.077% | |
2/11/2025 | LPL Financial LLC | 165,957 | $12.97M | 0.0% | +5.0% | 4.333% | |
2/10/2025 | Commonwealth Equity Services LLC | 9,718 | $760K | 0.0% | -8.7% | 0.254% | |
2/7/2025 | Elevation Capital Advisory LLC | 73,258 | $5.73M | 2.5% | N/A | 1.913% | |
2/6/2025 | Raymond James Financial Inc. | 4,093 | $320K | 0.0% | N/A | 0.107% | |
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2/6/2025 | Assetmark Inc. | 124,553 | $9.74M | 0.0% | -5.8% | 3.252% | |
2/4/2025 | Capital Advisors Ltd. LLC | 28,573 | $2.23M | 0.3% | +22.5% | 0.746% | |
2/4/2025 | Partners Wealth Management LLC | 8,787 | $687K | 0.8% | N/A | 0.229% | |
2/3/2025 | TBH Global Asset Management LLC | 5,416 | $414K | 0.1% | N/A | 0.141% | |
1/31/2025 | J.W. Cole Advisors Inc. | 3,414 | $267K | 0.0% | -9.3% | 0.089% | |
1/30/2025 | Trademark Financial Management LLC | 6,656 | $520K | 0.4% | N/A | 0.174% | |
1/28/2025 | Stephens Inc. AR | 63,732 | $4.98M | 0.1% | +21.3% | 1.664% | |
1/23/2025 | Strategic Advocates LLC | 10,208 | $798K | 0.3% | -12.2% | 0.267% | |
1/22/2025 | Fortress Wealth Management Inc. | 6,646 | $519K | 0.3% | -6.4% | 0.174% | |
1/15/2025 | Merit Financial Group LLC | 24,318 | $1.90M | 0.0% | N/A | 0.635% | |
1/15/2025 | Empirical Asset Management LLC | 7,261 | $568K | 0.0% | +6.5% | 0.190% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 4,176 | $324K | 0.0% | +4.1% | 0.109% | |
11/25/2024 | Tidal Investments LLC | 15,029 | $1.15M | 0.0% | -36.9% | 0.392% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 325 | $25K | 0.0% | N/A | 0.008% | |
11/15/2024 | MML Investors Services LLC | 14,002 | $1.08M | 0.0% | +20.9% | 0.366% | |
11/15/2024 | Jane Street Group LLC | 14,828 | $1.14M | 0.0% | -78.3% | 0.387% | |
11/14/2024 | Rockefeller Capital Management L.P. | 10,417 | $802K | 0.0% | N/A | 0.272% | |
11/12/2024 | KKM Financial LLC | 6,763 | $521K | 0.3% | +138.6% | 0.177% | |
11/7/2024 | TrinityPoint Wealth LLC | 9,397 | $724K | 0.1% | -1.6% | 0.245% | |
11/6/2024 | OneDigital Investment Advisors LLC | 9,675 | $745K | 0.0% | -8.1% | 0.253% | |
11/1/2024 | Assetmark Inc. | 132,207 | $10.18M | 0.0% | +392.7% | 3.452% | |
10/28/2024 | Stephens Inc. AR | 52,535 | $4.05M | 0.1% | +4.9% | 1.372% | |
10/25/2024 | SFE Investment Counsel | 2,600 | $200K | 0.0% | -43.5% | 0.068% | |
10/24/2024 | J.W. Cole Advisors Inc. | 3,763 | $290K | 0.0% | -17.9% | 0.098% | |
10/22/2024 | International Assets Investment Management LLC | 280,306 | $21.59M | 0.0% | +72,330.5% | 7.319% | |
10/18/2024 | Fortress Wealth Management Inc. | 7,100 | $547K | 0.3% | -2.1% | 0.185% | |
10/11/2024 | Empirical Asset Management LLC | 6,819 | $525K | 0.1% | N/A | 0.178% | |
10/3/2024 | Duncan Williams Asset Management LLC | 9,546 | $735K | 0.4% | N/A | 0.249% | |
8/22/2024 | Cetera Investment Advisers | 21,055 | $1.61M | 0.0% | -4.5% | 0.550% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 4,011 | $306K | 0.0% | -68.7% | 0.105% | |
8/16/2024 | Elevation Capital Advisory LLC | 79,006 | $6.03M | 2.8% | N/A | 2.063% | |
8/16/2024 | Susquehanna International Group LLP | 72,651 | $5.54M | 0.0% | +103.2% | 1.897% | |
8/15/2024 | Dark Forest Capital Management LP | 26,412 | $2.02M | 0.4% | N/A | 0.690% | |
7/31/2024 | Commonwealth Equity Services LLC | 12,804 | $977K | 0.0% | -23.1% | 0.334% | |
7/30/2024 | International Assets Investment Management LLC | 387 | $30K | 0.0% | N/A | 0.010% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 70,323 | $5.37M | 1.8% | +58.5% | 1.836% | |
7/25/2024 | Capital Advisors Ltd. LLC | 23,310 | $1.78M | 0.2% | +15.1% | 0.609% | |
7/18/2024 | O ROURKE & COMPANY Inc | 14,806 | $1.13M | 0.6% | -1.2% | 0.387% | |
7/12/2024 | Hyperion Partners LLC | 4,656 | $355K | 0.3% | +69.9% | 0.122% | |
7/11/2024 | Strategic Advocates LLC | 9,083 | $693K | 0.3% | -3.2% | 0.237% | |
5/24/2024 | Cetera Advisors LLC | 21,051 | $1.61M | 0.0% | +279.9% | 0.550% | |
5/24/2024 | Cetera Investment Advisers | 22,048 | $1.69M | 0.0% | N/A | 0.576% | |
5/17/2024 | Comerica Bank | 2,714 | $208K | 0.0% | -12.0% | 0.071% | |
5/17/2024 | Tidal Investments LLC | 21,784 | $1.67M | 0.0% | -21.5% | 0.569% | |
5/16/2024 | Jane Street Group LLC | 56,486 | $4.32M | 0.0% | -50.5% | 1.475% | |
5/13/2024 | Rockport Wealth LLC | 2,717 | $207K | 0.1% | N/A | 0.071% | |
5/10/2024 | Osaic Holdings Inc. | 93,252 | $7.14M | 0.0% | +36.5% | 2.435% | |
5/1/2024 | Mission Wealth Management LP | 16,242 | $1.24M | 0.0% | N/A | 0.441% | |
4/30/2024 | Commonwealth Equity Services LLC | 16,656 | $1.27M | 0.0% | +1.2% | 0.453% | |
4/18/2024 | Capital Advisors Ltd. LLC | 20,248 | $1.55M | 0.2% | -0.7% | 0.473% | |
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4/18/2024 | O ROURKE & COMPANY Inc | 14,981 | $1.15M | 0.7% | +5.9% | 0.350% | |
4/16/2024 | Opinicus Capital Inc. | 4,255 | $326K | 0.3% | -12.6% | 0.099% | |
4/11/2024 | Hyperion Partners LLC | 2,740 | $210K | 0.2% | -8.2% | 0.064% | |
4/3/2024 | Strategic Advocates LLC | 9,385 | $718K | 0.3% | -28.1% | 0.219% | |
2/20/2024 | Prospect Financial Services LLC | 2,680 | $202K | 0.2% | N/A | 0.063% | |
2/13/2024 | Stephens Inc. AR | 46,835 | $3.53M | 0.1% | -1.8% | 1.094% | |
2/12/2024 | Fortress Wealth Management Inc. | 9,249 | $697K | 0.4% | -44.6% | 0.216% | |
2/9/2024 | Wells Fargo & Company MN | 161,733 | $12.19M | 0.0% | -19.6% | 3.779% | |
2/8/2024 | TrinityPoint Wealth LLC | 10,162 | $766K | 0.1% | -18.1% | 0.237% | |
2/7/2024 | Strategic Advocates LLC | 13,046 | $983K | 0.4% | -22.4% | 0.305% | |