5/2/2025 | Kingsview Wealth Management LLC | 237,305 | $7.14M | 0.1% | -6.5% | 0.501% | |
5/2/2025 | Apollon Wealth Management LLC | 8,623 | $259K | 0.0% | +25.9% | 0.018% | |
4/30/2025 | Burford Brothers Inc. | 42,072 | $1.27M | 0.6% | +43.7% | 0.089% | |
4/30/2025 | Round Rock Advisors LLC | 279,153 | $8.40M | 1.6% | +140.0% | 0.590% | |
4/22/2025 | HWG Holdings LP | 968 | $29K | 0.0% | N/A | 0.002% | |
4/22/2025 | Flagship Harbor Advisors LLC | 9,583 | $288K | 0.0% | +9.1% | 0.020% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,796 | $445K | 0.0% | N/A | 0.031% | |
4/22/2025 | Canton Hathaway LLC | 64,640 | $1.94M | 0.4% | +249.9% | 0.137% | |
4/21/2025 | Adams Asset Advisors LLC | 559,508 | $16.83M | 2.3% | -8.6% | 1.182% | |
4/17/2025 | Inscription Capital LLC | 40,500 | $1.22M | 0.2% | N/A | 0.086% | |
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4/16/2025 | Albert D Mason Inc. | 21,699 | $653K | 0.4% | -27.5% | 0.046% | |
4/16/2025 | GraniteShares Advisors LLC | 78,002 | $2.35M | 1.5% | +6.5% | 0.165% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 26,520 | $798K | 0.3% | +5.6% | 0.056% | |
4/15/2025 | MADDEN SECURITIES Corp | 12,882 | $387K | 0.2% | +13.2% | 0.027% | |
4/9/2025 | Towerpoint Wealth LLC | 7,329 | $220K | 0.1% | -75.7% | 0.015% | |
4/9/2025 | American National Bank & Trust | 21,241 | $639K | 0.1% | N/A | 0.045% | |
4/1/2025 | Penbrook Management LLC | 14,550 | $438K | 0.3% | +16.9% | 0.031% | |
2/18/2025 | Principal Street Partners LLC | 19,361 | $645K | 0.1% | +100.6% | 0.041% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 114,879 | $3.83M | 0.0% | N/A | 0.243% | |
2/17/2025 | Focus Partners Wealth | 6,250 | $208K | 0.0% | N/A | 0.013% | |
2/17/2025 | Cresset Asset Management LLC | 42,978 | $1.43M | 0.0% | N/A | 0.091% | |
2/17/2025 | Cetera Investment Advisers | 6,010 | $200K | 0.0% | N/A | 0.013% | |
2/17/2025 | Bank of America Corp DE | 157,348 | $5.24M | 0.0% | -37.6% | 0.332% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,250 | $275K | 0.0% | +17.9% | 0.017% | |
2/14/2025 | Jane Street Group LLC | 26,140 | $871K | 0.0% | N/A | 0.055% | |
2/14/2025 | Northern Trust Corp | 7,669 | $256K | 0.0% | -38.4% | 0.016% | |
2/14/2025 | Beacon Pointe Advisors LLC | 46,453 | $1.55M | 0.0% | +27.5% | 0.098% | |
2/14/2025 | Virtus ETF Advisers LLC | 5,729 | $191K | 0.1% | +7.5% | 0.012% | |
2/14/2025 | MGO One Seven LLC | 6,436 | $215K | 0.0% | N/A | 0.014% | |
2/14/2025 | Stifel Financial Corp | 57,200 | $1.91M | 0.0% | +2.6% | 0.121% | |
2/14/2025 | State of Tennessee Department of Treasury | 6,022 | $201K | 0.0% | N/A | 0.013% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,101 | $37K | 0.0% | +638.9% | 0.002% | |
2/14/2025 | First Trust Advisors LP | 162,516 | $5.42M | 0.0% | -6.3% | 0.343% | |
2/13/2025 | XTX Topco Ltd | 7,124 | $237K | 0.0% | N/A | 0.015% | |
2/13/2025 | Raymond James Financial Inc. | 23,484 | $783K | 0.0% | N/A | 0.050% | |
2/13/2025 | Texas Yale Capital Corp. | 77,300 | $2.58M | 0.1% | +2.8% | 0.163% | |
2/13/2025 | Invesco Ltd. | 45,713 | $1.52M | 0.0% | N/A | 0.097% | |
2/13/2025 | ArchPoint Investors | 536,239 | $17.87M | 5.9% | -1.4% | 1.133% | |
2/13/2025 | Wells Fargo & Company MN | 42,823 | $1.43M | 0.0% | -58.2% | 0.090% | |
2/12/2025 | Geode Capital Management LLC | 32,261 | $1.08M | 0.0% | +29.9% | 0.068% | |
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2/12/2025 | Graney & King LLC | 855 | $28K | 0.0% | N/A | 0.002% | |
2/11/2025 | LPL Financial LLC | 57,173 | $1.91M | 0.0% | +9.3% | 0.121% | |
2/11/2025 | HUB Investment Partners LLC | 6,360 | $212K | 0.0% | N/A | 0.013% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 908,646 | $30.29M | 0.4% | +1.3% | 1.919% | |
2/10/2025 | Corient Private Wealth LLC | 6,580 | $219K | 0.0% | N/A | 0.014% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,902 | $430K | 0.0% | +9.9% | 0.027% | |
2/7/2025 | HighTower Advisors LLC | 27,375 | $912K | 0.0% | +137.7% | 0.058% | |
2/7/2025 | Independent Advisor Alliance | 72,490 | $2.42M | 0.0% | -1.2% | 0.153% | |
2/6/2025 | Freestone Capital Holdings LLC | 31,560 | $1.05M | 0.0% | -59.0% | 0.067% | |
2/6/2025 | Raymond James Financial Inc. | 23,484 | $783K | 0.0% | N/A | 0.050% | |
2/5/2025 | Fisher Asset Management LLC | 19,511 | $650K | 0.0% | N/A | 0.041% | |
2/4/2025 | GraniteShares Advisors LLC | 73,272 | $2.44M | 1.5% | +1.0% | 0.155% | |
2/4/2025 | Canton Hathaway LLC | 18,475 | $616K | 0.2% | N/A | 0.039% | |
2/3/2025 | Capital Advisory Group Advisory Services LLC | 25,115 | $837K | 0.3% | N/A | 0.053% | |
1/31/2025 | Mraz Amerine & Associates Inc. | 44,969 | $1.50M | 0.3% | -5.2% | 0.095% | |
1/30/2025 | Meixler Investment Management Ltd. | 416,733 | $13.89M | 10.3% | -1.4% | 0.880% | |
1/29/2025 | MADDEN SECURITIES Corp | 11,382 | $379K | 0.2% | +54.2% | 0.024% | |
1/28/2025 | Kestra Private Wealth Services LLC | 15,154 | $505K | 0.0% | -3.9% | 0.032% | |
1/28/2025 | Kingsview Wealth Management LLC | 253,754 | $8.46M | 0.2% | -3.9% | 0.536% | |
1/28/2025 | Apollon Wealth Management LLC | 6,848 | $228K | 0.0% | N/A | 0.014% | |
1/24/2025 | Burford Brothers Inc. | 29,272 | $976K | 0.5% | N/A | 0.062% | |
1/24/2025 | Round Rock Advisors LLC | 116,325 | $3.88M | 0.8% | N/A | 0.246% | |
1/21/2025 | Requisite Capital Management LLC | 28,000 | $933K | 0.2% | -11.4% | 0.059% | |
1/21/2025 | Flagship Harbor Advisors LLC | 8,787 | $293K | 0.0% | +3.6% | 0.019% | |
1/21/2025 | Exchange Traded Concepts LLC | 9,004 | $300K | 0.0% | -9.4% | 0.019% | |
1/17/2025 | Atomi Financial Group Inc. | 8,274 | $276K | 0.0% | -4.9% | 0.017% | |
1/16/2025 | Penn Davis Mcfarland Inc. | 11,665 | $389K | 0.0% | -61.0% | 0.025% | |
1/15/2025 | Trust Co. of Vermont | 14,461 | $482K | 0.0% | +26.7% | 0.031% | |
1/15/2025 | Albert D Mason Inc. | 29,940 | $998K | 0.7% | +1.8% | 0.063% | |
1/14/2025 | Northside Capital Management LLC | 21,860 | $729K | 0.2% | -3.0% | 0.046% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 12,084 | $403K | 0.2% | +15.4% | 0.026% | |
12/26/2024 | JPMorgan Chase & Co. | 1,444 | $44K | 0.0% | +62.6% | 0.003% | |
11/16/2024 | Geode Capital Management LLC | 24,834 | $749K | 0.0% | +4.7% | 0.052% | |
11/15/2024 | O Brien Greene & Co. Inc | 36,618 | $1.10M | 0.3% | -22.4% | 0.077% | |
11/15/2024 | HighTower Advisors LLC | 11,515 | $348K | 0.0% | +38.4% | 0.024% | |
11/13/2024 | Principal Street Partners LLC | 9,650 | $291K | 0.0% | N/A | 0.020% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 896,893 | $27.04M | 0.4% | +0.6% | 1.895% | |
11/13/2024 | Independent Advisor Alliance | 73,340 | $2.21M | 0.1% | +1.4% | 0.155% | |
11/12/2024 | One Charles Private Wealth Services LLC | 10,983 | $331K | 0.1% | N/A | 0.023% | |
11/12/2024 | Kingsview Wealth Management LLC | 264,113 | $7.96M | 0.2% | -4.3% | 0.558% | |
11/8/2024 | Moors & Cabot Inc. | 102,550 | $3.09M | 0.2% | +0.6% | 0.217% | |
11/6/2024 | Royce & Associates LP | 536,130 | $16.16M | 0.1% | -1.0% | 1.337% | |
11/5/2024 | GSA Capital Partners LLP | 18,521 | $558K | 0.0% | -5.6% | 0.046% | |
11/4/2024 | Meixler Investment Management Ltd. | 422,667 | $12.74M | 9.4% | -0.5% | 1.054% | |
10/31/2024 | LGT Financial Advisors LLC | 5,500 | $166K | 0.4% | N/A | 0.014% | |
10/30/2024 | Clarity Financial LLC | 10,520 | $317K | 0.0% | +40.6% | 0.026% | |
10/24/2024 | Inscription Capital LLC | 46,500 | $1.40M | 0.2% | +14.8% | 0.116% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 47,439 | $1.43M | 0.3% | -1.9% | 0.118% | |
10/18/2024 | Everett Harris & Co. CA | 83,109 | $2.51M | 0.0% | -4.6% | 0.207% | |
10/11/2024 | Creative Planning | 8,813 | $266K | 0.0% | -9.5% | 0.022% | |
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10/11/2024 | Redhawk Wealth Advisors Inc. | 9,658 | $291K | 0.0% | +7.8% | 0.024% | |
10/10/2024 | Exchange Traded Concepts LLC | 9,936 | $300K | 0.0% | N/A | 0.025% | |
10/10/2024 | MADDEN SECURITIES Corp | 7,382 | $223K | 0.1% | N/A | 0.018% | |
10/9/2024 | Towerpoint Wealth LLC | 30,007 | $905K | 0.4% | -3.7% | 0.075% | |
10/8/2024 | Atomi Financial Group Inc. | 8,697 | $262K | 0.0% | +29.0% | 0.022% | |
8/19/2024 | HWG Holdings LP | 968 | $30K | 0.0% | N/A | 0.002% | |
8/16/2024 | Magnolia Capital Advisors LLC | 15,637 | $482K | 0.0% | N/A | 0.039% | |
8/12/2024 | Hsbc Holdings PLC | 10,000 | $308K | 0.0% | N/A | 0.025% | |
8/9/2024 | Moors & Cabot Inc. | 101,911 | $3.14M | 0.2% | +1.6% | 0.254% | |
8/1/2024 | Chilton Capital Management LLC | 4,200 | $130K | 0.0% | -65.6% | 0.010% | |