7/24/2025 | Lokken Investment Group LLC | 11,812 | $215K | 0.1% | -7.5% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 206,728 | $3.77M | 0.0% | -4.0% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 26,952 | $492K | 0.0% | +11.4% | 0.000% | |
7/18/2025 | Consolidated Planning Corp | 15,071 | $275K | 0.0% | -13.9% | 0.000% | |
7/18/2025 | Trust Co. of Vermont | 5,289 | $96K | 0.0% | N/A | 0.000% | |
7/18/2025 | PFG Investments LLC | 37,638 | $687K | 0.0% | +17.5% | 0.000% | |
7/18/2025 | Truist Financial Corp | 265,927 | $4.85M | 0.0% | +3.2% | 0.000% | |
7/17/2025 | XML Financial LLC | 24,078 | $439K | 0.0% | -3.4% | 0.000% | |
7/17/2025 | San Luis Wealth Advisors LLC | 18,649 | $340K | 0.1% | -7.2% | 0.000% | |
7/15/2025 | Bay Capital Advisors LLC | 18,379 | $335K | 0.3% | -19.3% | 0.000% | |
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7/11/2025 | Farther Finance Advisors LLC | 3,869 | $71K | 0.0% | +78.4% | 0.000% | |
7/11/2025 | Lantz Financial LLC | 12,000 | $219K | 0.1% | -16.7% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 22,707 | $419K | 0.0% | +9.0% | 0.000% | |
7/9/2025 | David J Yvars Group | 27,121 | $493K | 0.3% | +6.8% | 0.000% | |
7/8/2025 | Arlington Trust Co LLC | 2,128 | $39K | 0.0% | N/A | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 5,196 | $95K | 0.0% | +199.1% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 13,137 | $213K | 0.0% | N/A | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 229,965 | $3.72M | 3.5% | N/A | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 34,257 | $554K | 0.0% | -4.2% | 0.000% | |
5/16/2025 | Polar Asset Management Partners Inc. | 122,330 | $1.98M | 0.0% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 63,650 | $1.03M | 0.0% | +8.6% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 507,354 | $8.21M | 0.2% | +1.8% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 31,517 | $510K | 0.0% | +3.9% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 1,954,032 | $31.62M | 0.0% | +9.8% | 0.000% | |
5/15/2025 | Calton & Associates Inc. | 12,122 | $196K | 0.0% | N/A | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 26,958 | $436K | 0.0% | -25.7% | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 17,006 | $275K | 0.0% | N/A | 0.000% | |
5/14/2025 | WealthTrust Axiom LLC | 24,513 | $397K | 0.1% | -6.3% | 0.000% | |
5/14/2025 | Strategies Wealth Advisors LLC | 23,362 | $378K | 0.0% | -2.5% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 34,070 | $551K | 0.0% | +15.9% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,927,669 | $31.19M | 0.0% | -9.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 140,824 | $2.28M | 0.0% | +3.6% | 0.000% | |
5/12/2025 | Invesco Ltd. | 99,309 | $1.61M | 0.0% | +29.5% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 14,463 | $234K | 0.1% | +5.4% | 0.000% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 11,479 | $185K | 0.0% | -21.3% | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 1,280,271 | $20.72M | 0.9% | +11.5% | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 19,040 | $323K | 0.1% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 40,884 | $662K | 0.0% | -47.0% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 361,493 | $5.85M | 2.3% | +0.2% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 32,155 | $520K | 0.0% | -65.3% | 0.000% | |
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5/8/2025 | Harbour Investments Inc. | 57,293 | $927K | 0.0% | -4.8% | 0.000% | |
5/8/2025 | Eastern Bank | 3,060 | $50K | 0.0% | N/A | 0.000% | |
5/7/2025 | N.E.W. Advisory Services LLC | 3,527 | $57K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,059,785 | $17.15M | 0.0% | +16.3% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 686,307 | $11.10M | 0.0% | +1.6% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 21,822 | $353K | 0.0% | -8.1% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 36,545 | $591K | 0.0% | N/A | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 125,852 | $2.04M | 0.1% | +659.3% | 0.000% | |
5/5/2025 | Calton & Associates Inc. | 8,657 | $140K | 0.0% | N/A | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 27,985 | $453K | 0.0% | +18.4% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 68,309 | $1.11M | 0.0% | +4.1% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 413,083 | $6.68M | 0.1% | -2.5% | 0.000% | |
5/1/2025 | Pointe Capital Management LLC | 131,222 | $2.12M | 1.2% | -11.2% | 0.000% | |
4/30/2025 | Allworth Financial LP | 5,499 | $86K | 0.0% | -10.6% | 0.000% | |
4/30/2025 | Silverlake Wealth Management LLC | 15,263 | $247K | 0.1% | -5.9% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 416,232 | $6.74M | 0.1% | -9.1% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 60,154 | $973K | 0.0% | -31.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 63,808 | $1.03M | 0.0% | +42.8% | 0.000% | |
4/29/2025 | Calamos Wealth Management LLC | 85,160 | $1.38M | 0.1% | +37.4% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 99,472 | $1.61M | 0.2% | +1.6% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 215,309 | $3.48M | 0.0% | -4.8% | 0.000% | |
4/25/2025 | Bay Capital Advisors LLC | 22,779 | $369K | 0.3% | -9.4% | 0.000% | |
4/25/2025 | Uniting Wealth Partners LLC | 27,910 | $452K | 0.2% | -2.4% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 20,571 | $333K | 0.0% | +19.3% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 64,308 | $1.04M | 0.0% | +89.2% | 0.000% | |
4/22/2025 | Consolidated Planning Corp | 17,502 | $283K | 0.0% | -17.6% | 0.000% | |
4/22/2025 | Prairie Wealth Advisors Inc. | 109,517 | $1.77M | 0.9% | -1.1% | 0.000% | |
4/22/2025 | PFG Investments LLC | 32,029 | $518K | 0.0% | -2.4% | 0.000% | |
4/21/2025 | Institute for Wealth Management LLC. | 17,016 | $275K | 0.0% | -13.5% | 0.000% | |
4/18/2025 | CENTRAL TRUST Co | 89,740 | $1.45M | 0.0% | -1.2% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 189,631 | $3.07M | 0.0% | +8.3% | 0.000% | |
4/17/2025 | David J Yvars Group | 25,401 | $413K | 0.3% | +3.6% | 0.000% | |
4/16/2025 | Bensler LLC | 992,756 | $16.06M | 2.0% | +2.9% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 24,193 | $391K | 0.0% | +93.4% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 2,169 | $35K | 0.0% | +606.5% | 0.000% | |
4/9/2025 | Quad Cities Investment Group LLC | 33,045 | $535K | 0.3% | -3.2% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 15,003 | $242K | 0.0% | +99,920.0% | 0.000% | |
4/3/2025 | Legacy Wealth Management LLC MS | 18,458 | $299K | 0.1% | N/A | 0.000% | |
3/12/2025 | Palogic Value Management L.P. | 38,800 | $687K | 0.0% | -3.0% | 0.000% | |
2/26/2025 | Capital A Wealth Management LLC | 1,450 | $26K | 0.0% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 97,515 | $1.74M | 0.1% | -8.6% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 2,050 | $37K | 0.0% | N/A | 0.000% | |
2/18/2025 | Elequin Capital LP | 8,263 | $146K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 44,721 | $792K | 0.0% | N/A | 0.000% | |
2/17/2025 | Snowden Capital Advisors LLC | 34,706 | $618K | 0.0% | +2.0% | 0.000% | |
2/17/2025 | Royal Bank of Canada | 1,779,463 | $31.52M | 0.0% | +0.3% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 753,506 | $13.35M | 1.8% | +1.7% | 0.000% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 23,324 | $413K | 0.0% | N/A | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 30,345 | $537K | 0.0% | +3.6% | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 21,523 | $382K | 0.0% | -40.9% | 0.000% | |
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2/17/2025 | Cetera Investment Advisers | 675,484 | $11.96M | 0.0% | +22.3% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 36,267 | $642K | 0.0% | -2.1% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 4,737,108 | $83.89M | 0.0% | -1.4% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 247,451 | $4.38M | 0.0% | -2.9% | 0.000% | |
2/17/2025 | Aptus Capital Advisors LLC | 25,248 | $447K | 0.0% | N/A | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 17,721 | $314K | 0.0% | -17.9% | 0.000% | |
2/14/2025 | Northern Trust Corp | 11,970 | $212K | 0.0% | N/A | 0.000% | |
2/14/2025 | Canal Capital Management LLC | 18,515 | $328K | 0.1% | -22.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 281,872 | $4.99M | 0.0% | +12.7% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 360,621 | $6.42M | 2.5% | +7.1% | 0.000% | |