8/15/2025 | Bank of America Corp DE | 357,676 | $12.24M | 0.0% | -12.0% | 3.952% | |
8/15/2025 | Ameriprise Financial Inc. | 98,635 | $3.38M | 0.0% | +0.3% | 1.090% | |
8/14/2025 | Jane Street Group LLC | 47,934 | $1.64M | 0.0% | +410.4% | 0.530% | |
8/14/2025 | Raymond James Financial Inc. | 85,218 | $2.92M | 0.0% | +12.5% | 0.942% | |
8/14/2025 | Sei Investments Co. | 6,666 | $228K | 0.0% | N/A | 0.074% | |
8/14/2025 | NewEdge Advisors LLC | 9,620 | $329K | 0.0% | +731.5% | 0.106% | |
8/14/2025 | Stamos Capital Partners L.P. | 39,692 | $1.36M | 0.2% | +9.5% | 0.439% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 136,365 | $4.67M | 0.2% | +12.0% | 1.507% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 3,593 | $119K | 0.0% | N/A | 0.040% | |
8/13/2025 | Scotia Capital Inc. | 151,959 | $5.20M | 0.0% | +2.3% | 1.679% | |
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8/12/2025 | CreativeOne Wealth LLC | 48,591 | $1.66M | 0.0% | -1.0% | 0.537% | |
8/12/2025 | AlphaCore Capital LLC | 1,000 | $34K | 0.0% | N/A | 0.011% | |
8/12/2025 | MAI Capital Management | 1,200 | $41K | 0.0% | -29.4% | 0.013% | |
8/12/2025 | JPMorgan Chase & Co. | 1,749 | $60K | 0.0% | -24.2% | 0.019% | |
8/8/2025 | Cetera Investment Advisers | 68,706 | $2.35M | 0.0% | +15.1% | 0.759% | |
8/8/2025 | Creative Planning | 11,662 | $399K | 0.0% | +52.2% | 0.129% | |
8/8/2025 | Phoenix Wealth Advisors | 35,219 | $1.21M | 0.5% | -1.1% | 0.389% | |
8/7/2025 | Cascade Financial Partners LLC | 7,000 | $240K | 0.0% | N/A | 0.077% | |
8/5/2025 | Huntington National Bank | 1,566 | $54K | 0.0% | N/A | 0.017% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 4,363 | $149K | 0.0% | -49.1% | 0.048% | |
8/1/2025 | Envestnet Asset Management Inc. | 66,314 | $2.27M | 0.0% | +11.7% | 0.733% | |
7/31/2025 | Blue Sky Capital Consultants Group Inc. | 134,280 | $4.60M | 2.3% | +2.4% | 1.484% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 6,098 | $209K | 0.1% | N/A | 0.067% | |
7/28/2025 | Harbour Investments Inc. | 3,228 | $110K | 0.0% | +15.0% | 0.036% | |
7/28/2025 | RFG Advisory LLC | 13,507 | $462K | 0.0% | N/A | 0.149% | |
7/28/2025 | Moran Wealth Management LLC | 18,261 | $625K | 0.0% | +89.5% | 0.202% | |
7/22/2025 | Valley National Advisers Inc. | 10,684 | $365K | 0.1% | -31.0% | 0.118% | |
7/21/2025 | Ameritas Advisory Services LLC | 835 | $29K | 0.0% | N/A | 0.009% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 53,000 | $1.81M | 0.0% | -22.1% | 0.586% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 750 | $26K | 0.0% | -59.9% | 0.008% | |
7/17/2025 | Archford Capital Strategies LLC | 14,787 | $506K | 0.1% | +17.5% | 0.163% | |
7/16/2025 | Legend Financial Advisors Inc. | 1,000 | $34K | 0.0% | N/A | 0.011% | |
7/16/2025 | AAFMAA Wealth Management & Trust LLC | 52,567 | $1.80M | 0.7% | +7.2% | 0.581% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 8,912 | $305K | 0.1% | -3.8% | 0.098% | |
5/19/2025 | Jane Street Group LLC | 9,391 | $259K | 0.0% | N/A | 0.101% | |
5/16/2025 | NewEdge Advisors LLC | 1,157 | $32K | 0.0% | +51.4% | 0.012% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 38,983 | $1.07M | 0.0% | -31.9% | 0.420% | |
5/15/2025 | Royal Bank of Canada | 27,239 | $749K | 0.0% | -4.0% | 0.293% | |
5/15/2025 | MAI Capital Management | 1,700 | $47K | 0.0% | -22.7% | 0.018% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 121,743 | $3.36M | 0.2% | -6.3% | 1.310% | |
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5/14/2025 | CreativeOne Wealth LLC | 49,099 | $1.35M | 0.0% | +29.9% | 0.529% | |
5/14/2025 | Phoenix Wealth Advisors | 35,621 | $982K | 0.4% | +1.3% | 0.383% | |
5/14/2025 | Flow Traders U.S. LLC | 48,601 | $1.34M | 0.1% | +84.1% | 0.523% | |
5/9/2025 | Blue Sky Capital Consultants Group Inc. | 131,091 | $3.61M | 2.4% | +1.9% | 1.411% | |
5/9/2025 | Scotia Capital Inc. | 148,611 | $4.10M | 0.0% | +6.7% | 1.600% | |
5/8/2025 | US Bancorp DE | 2,115 | $58K | 0.0% | -14.5% | 0.023% | |
5/8/2025 | Harbour Investments Inc. | 2,807 | $77K | 0.0% | -11.1% | 0.030% | |
5/7/2025 | LPL Financial LLC | 233,801 | $6.44M | 0.0% | +27.9% | 2.517% | |
5/7/2025 | Accretive Wealth Partners LLC | 7,200 | $204K | 0.1% | N/A | 0.078% | |
5/6/2025 | Cetera Investment Advisers | 59,702 | $1.65M | 0.0% | +41.7% | 0.643% | |
5/2/2025 | Wealthfront Advisers LLC | 15,056 | $415K | 0.0% | -19.4% | 0.162% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,669 | $404K | 0.0% | -7.8% | 0.158% | |
4/29/2025 | Envestnet Asset Management Inc. | 59,371 | $1.64M | 0.0% | +48.1% | 0.639% | |
4/25/2025 | Advisors Management Group Inc. ADV | 13,330 | $367K | 0.1% | +11.3% | 0.143% | |
4/25/2025 | Valley National Advisers Inc. | 15,493 | $426K | 0.1% | -2.7% | 0.166% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 68,000 | $1.88M | 0.0% | -19.0% | 0.729% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 8,580 | $236K | 0.0% | -11.3% | 0.092% | |
4/23/2025 | Moran Wealth Management LLC | 9,634 | $266K | 0.0% | N/A | 0.103% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,776 | $1.15M | 0.0% | -12.9% | 0.448% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 1,872 | $52K | 0.0% | N/A | 0.020% | |
4/11/2025 | AAFMAA Wealth Management & Trust LLC | 49,029 | $1.35M | 0.6% | N/A | 0.517% | |
4/11/2025 | Insight Advisors LLC PA | 14,387 | $397K | 0.1% | -23.3% | 0.152% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 9,262 | $255K | 0.1% | -18.3% | 0.098% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 128,610 | $4.02M | 2.4% | N/A | 1.280% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 57,260 | $1.79M | 0.0% | -9.0% | 0.570% | |
2/17/2025 | Captrust Financial Advisors | 8,552 | $267K | 0.0% | -8.3% | 0.085% | |
2/17/2025 | Bank of America Corp DE | 370,089 | $11.55M | 0.0% | +128.9% | 3.682% | |
2/17/2025 | Ameriprise Financial Inc. | 20,747 | $648K | 0.0% | +16.8% | 0.206% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 129,958 | $4.06M | 0.2% | -1.8% | 1.293% | |
2/14/2025 | IHT Wealth Management LLC | 6,875 | $215K | 0.0% | -9.3% | 0.068% | |
2/14/2025 | Tradition Wealth Management LLC | 6,631 | $207K | 0.0% | N/A | 0.066% | |
2/14/2025 | GeoWealth Management LLC | 6,672 | $208K | 0.0% | -10.8% | 0.066% | |
2/13/2025 | CreativeOne Wealth LLC | 37,790 | $1.18M | 0.0% | -18.7% | 0.376% | |
2/13/2025 | Stamos Capital Partners L.P. | 39,660 | $1.24M | 0.3% | N/A | 0.395% | |
2/13/2025 | Scotia Capital Inc. | 139,270 | $4.35M | 0.0% | N/A | 1.386% | |
2/13/2025 | Raymond James Financial Inc. | 67,611 | $2.11M | 0.0% | N/A | 0.673% | |
2/13/2025 | Russell Investments Group Ltd. | 1,310 | $41K | 0.0% | N/A | 0.013% | |
2/13/2025 | Envestnet Asset Management Inc. | 40,094 | $1.25M | 0.0% | -5.9% | 0.399% | |
2/13/2025 | Wells Fargo & Company MN | 192,606 | $6.01M | 0.0% | +18.5% | 1.916% | |
2/12/2025 | National Bank of Canada FI | 1,778 | $56K | 0.0% | +1,875.6% | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 22,869 | $714K | 0.0% | -15.4% | 0.228% | |
2/11/2025 | LPL Financial LLC | 182,753 | $5.71M | 0.0% | +9.8% | 1.818% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 9,674 | $302K | 0.0% | -45.0% | 0.096% | |
2/10/2025 | Commonwealth Equity Services LLC | 35,830 | $1.12M | 0.0% | +3.2% | 0.357% | |
2/10/2025 | Gerber LLC | 6,570 | $205K | 0.1% | N/A | 0.065% | |
2/7/2025 | Independent Advisor Alliance | 54,540 | $1.70M | 0.0% | N/A | 0.543% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 14,862 | $466K | 0.0% | N/A | 0.148% | |
2/6/2025 | Raymond James Financial Inc. | 67,611 | $2.11M | 0.0% | N/A | 0.673% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,285 | $71K | 0.0% | N/A | 0.023% | |
2/6/2025 | Jones Financial Companies Lllp | 9,684 | $302K | 0.0% | +111.0% | 0.096% | |
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2/5/2025 | US Bancorp DE | 2,473 | $77K | 0.0% | +16.9% | 0.025% | |
1/31/2025 | Sanctuary Advisors LLC | 8,927 | $299K | 0.0% | +20.8% | 0.089% | |
1/28/2025 | Advisors Preferred LLC | 7,279 | $228K | 0.0% | N/A | 0.072% | |
1/27/2025 | Insight Advisors LLC PA | 18,749 | $589K | 0.1% | -30.7% | 0.187% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 84,000 | $2.64M | 0.0% | +7.1% | 0.836% | |
1/27/2025 | Stratos Wealth Partners LTD. | 15,904 | $497K | 0.0% | +2.7% | 0.158% | |
1/24/2025 | Valley National Advisers Inc. | 15,924 | $497K | 0.1% | N/A | 0.158% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 7,695 | $240K | 0.1% | -4.7% | 0.077% | |
1/21/2025 | Archford Capital Strategies LLC | 12,515 | $391K | 0.1% | -22.2% | 0.125% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 11,336 | $354K | 0.2% | -4.2% | 0.113% | |