7/22/2025 | Apexium Financial LP | 174,161 | $9.47M | 0.5% | +45.8% | 0.034% | |
7/21/2025 | Future Financial Wealth Managment LLC | 12,039 | $655K | 0.4% | +2,307.8% | 0.002% | |
7/21/2025 | Ameriflex Group Inc. | 7,621 | $413K | 0.2% | -42.5% | 0.001% | |
7/21/2025 | Montz Harcus Wealth Management LLC | 4,842 | $263K | 0.1% | N/A | 0.001% | |
7/21/2025 | Consilium Wealth Advisory LLC | 16,232 | $883K | 0.4% | +1.6% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 41,928 | $2.28M | 0.1% | -53.4% | 0.008% | |
7/21/2025 | HighMark Wealth Management LLC | 4,086 | $222K | 0.1% | +123.9% | 0.001% | |
7/21/2025 | Ashton Thomas Securities LLC | 12,516 | $681K | 0.2% | +44.9% | 0.002% | |
7/21/2025 | Ping Capital Management Inc. | 21,700 | $1.18M | 0.3% | N/A | 0.004% | |
7/21/2025 | Trinity Legacy Partners LLC | 93,962 | $5.13M | 1.2% | +4.9% | 0.018% | |
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7/21/2025 | Investment Planning Advisors Inc. | 25,409 | $1.38M | 0.5% | -25.9% | 0.005% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 97,715 | $5.32M | 0.6% | -6.0% | 0.019% | |
7/18/2025 | Marks Wealth LLC | 36,204 | $1.97M | 0.6% | +45.0% | 0.007% | |
7/18/2025 | Pure Financial Advisors LLC | 25,310 | $1.38M | 0.0% | +133.8% | 0.005% | |
7/18/2025 | Consolidated Planning Corp | 28,201 | $1.53M | 0.2% | +1.2% | 0.005% | |
7/18/2025 | New Wave Wealth Advisors LLC | 134,890 | $7.34M | 3.1% | +25.0% | 0.026% | |
7/18/2025 | Trust Co. of Vermont | 700 | $38K | 0.0% | -41.7% | 0.000% | |
7/18/2025 | Childress Capital Advisors LLC | 147,639 | $8.03M | 2.0% | -17.7% | 0.029% | |
7/18/2025 | PFG Investments LLC | 62,322 | $3.39M | 0.2% | +133.5% | 0.012% | |
7/18/2025 | Consolidated Portfolio Review Corp | 5,307 | $289K | 0.0% | +31.5% | 0.001% | |
7/18/2025 | Institute for Wealth Management LLC. | 29,328 | $1.60M | 0.2% | +179.3% | 0.006% | |
7/18/2025 | Requisite Capital Management LLC | 6,996 | $381K | 0.1% | -99.4% | 0.001% | |
7/18/2025 | Cooper Financial Group | 18,872 | $1.03M | 0.1% | +2.6% | 0.004% | |
7/18/2025 | Truist Financial Corp | 549,804 | $29.91M | 0.0% | -18.6% | 0.107% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 9,694 | $527K | 0.2% | +3.7% | 0.002% | |
7/17/2025 | MBA Advisors LLC | 20,953 | $1.14M | 0.5% | +1.6% | 0.004% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,835 | $317K | 0.1% | -14.9% | 0.001% | |
7/17/2025 | Eagle Bluffs Wealth Management LLC | 107,473 | $5.85M | 2.8% | +3.0% | 0.021% | |
7/17/2025 | Lee Johnson Capital Management LLC | 401,531 | $21.84M | 7.5% | +35.3% | 0.078% | |
7/17/2025 | XML Financial LLC | 7,355 | $400K | 0.0% | +22.0% | 0.001% | |
7/17/2025 | Capital Investment Advisors LLC | 33,341 | $1.81M | 0.0% | -5.1% | 0.006% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 22,994 | $1.25M | 0.3% | +15.7% | 0.004% | |
7/17/2025 | LexAurum Advisors LLC | 26,424 | $1.44M | 0.2% | +37.4% | 0.005% | |
7/17/2025 | HB Wealth Management LLC | 22,705 | $1.24M | 0.0% | +22.0% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,107,341 | $60.24M | 0.2% | +2.1% | 0.215% | |
7/17/2025 | Venture Visionary Partners LLC | 167,391 | $9.11M | 0.3% | +60.6% | 0.032% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 10,491 | $571K | 0.0% | N/A | 0.002% | |
7/17/2025 | Kelly Financial Services LLC | 11,345 | $617K | 0.2% | -5.8% | 0.002% | |
7/17/2025 | Forefront Wealth Management Inc. | 117,618 | $6.40M | 5.1% | +45.9% | 0.023% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 41,768 | $2.27M | 0.8% | +1.5% | 0.008% | |
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7/17/2025 | Wagner Wealth Management LLC | 60,443 | $3.29M | 0.7% | +23.9% | 0.012% | |
7/17/2025 | San Luis Wealth Advisors LLC | 50,236 | $2.73M | 0.6% | +6.5% | 0.010% | |
7/17/2025 | Tritonpoint Wealth LLC | 14,824 | $806K | 0.1% | +4.4% | 0.003% | |
7/17/2025 | Avior Wealth Management LLC | 72,987 | $3.97M | 0.1% | +23.8% | 0.014% | |
7/17/2025 | Tempus Wealth Planning LLC | 20,563 | $1.12M | 0.3% | +2.8% | 0.004% | |
7/16/2025 | Independent Wealth Network Inc. | 4,408 | $240K | 0.1% | N/A | 0.001% | |
7/16/2025 | Signaturefd LLC | 4,000 | $218K | 0.0% | -35.0% | 0.001% | |
7/16/2025 | Novem Group | 16,839 | $916K | 0.1% | +5.3% | 0.003% | |
7/16/2025 | Cambridge Advisors Inc. | 181,623 | $9.88M | 2.1% | -1.3% | 0.035% | |
7/16/2025 | Owen LaRue LLC | 18,449 | $1.00M | 0.4% | -43.7% | 0.004% | |
7/16/2025 | Perigon Wealth Management LLC | 10,796 | $587K | 0.0% | -45.7% | 0.002% | |
7/16/2025 | Magnus Financial Group LLC | 450,808 | $24.52M | 2.2% | +541.1% | 0.087% | |
7/16/2025 | Littlejohn Financial Services Inc. | 42,398 | $2.31M | 1.8% | -0.9% | 0.008% | |
7/16/2025 | Kennedy Investment Group | 109,772 | $5.97M | 2.5% | +13.0% | 0.021% | |
7/16/2025 | TigerOak Management L.L.C. | 9,749 | $530K | 0.2% | +3.6% | 0.002% | |
7/15/2025 | Retirement Guys Formula LLC | 53,309 | $2.90M | 1.1% | +17.4% | 0.010% | |
7/15/2025 | Herbst Group LLC | 62,191 | $3.38M | 2.0% | +4.2% | 0.012% | |
7/15/2025 | McAdam LLC | 5,194 | $283K | 0.0% | -37.1% | 0.001% | |
7/15/2025 | Xcel Wealth Management LLC | 12,659 | $689K | 0.2% | +18.6% | 0.002% | |
7/15/2025 | Cora Capital Advisors LLC | 29,342 | $1.60M | 0.7% | +8.0% | 0.006% | |
7/15/2025 | Beacon Financial Planning Inc. | 24,621 | $1.34M | 0.7% | -3.1% | 0.005% | |
7/15/2025 | Wealth Effects LLC | 30,687 | $1.67M | 0.6% | -2.1% | 0.006% | |
7/15/2025 | TD Private Client Wealth LLC | 863 | $47K | 0.0% | -26.0% | 0.000% | |
7/15/2025 | Carr Financial Group Corp | 119,665 | $6.51M | 1.9% | -8.7% | 0.023% | |
7/15/2025 | StoneCrest Wealth Management Inc. | 91,619 | $4.98M | 2.4% | +3.1% | 0.018% | |
7/15/2025 | Graypoint LLC | 258,959 | $14.09M | 0.8% | -14.9% | 0.050% | |
7/15/2025 | BCS Wealth Management | 13,686 | $745K | 0.2% | -22.3% | 0.003% | |
7/15/2025 | Sheets Smith Wealth Management | 67,147 | $3.65M | 0.4% | +113.8% | 0.013% | |
7/15/2025 | Family Investment Center Inc. | 5,631 | $306K | 0.1% | +34.3% | 0.001% | |
7/15/2025 | Financial Partners Group Inc | 250,976 | $13.65M | 1.9% | +14.0% | 0.049% | |
7/15/2025 | Focused Wealth Management Inc | 19,418 | $1.06M | 0.1% | +58.7% | 0.004% | |
7/14/2025 | Gries Financial LLC | 73,562 | $4.00M | 0.7% | +8.9% | 0.014% | |
7/14/2025 | AdvisorNet Financial Inc | 162,880 | $8.86M | 0.6% | +146.5% | 0.032% | |
7/14/2025 | Mechanics Bank Trust Department | 71,872 | $3.91M | 0.6% | +55.1% | 0.014% | |
7/14/2025 | Armstrong Advisory Group Inc. | 10,971 | $597K | 0.0% | +95.6% | 0.002% | |
7/14/2025 | KFG Wealth Management LLC | 40,183 | $2.19M | 0.4% | +27.8% | 0.008% | |
7/14/2025 | Chapin Davis Inc. | 30,226 | $1.64M | 0.5% | +22.2% | 0.006% | |
7/14/2025 | GAMMA Investing LLC | 6,665 | $363K | 0.0% | -55.8% | 0.001% | |
7/14/2025 | Westend Capital Management LLC | 10,760 | $585K | 0.2% | -3.5% | 0.002% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 170,431 | $9.27M | 0.3% | -7.3% | 0.033% | |
7/14/2025 | Narus Financial Partners LLC | 9,700 | $528K | 0.2% | +41.6% | 0.002% | |
7/14/2025 | Lewis Asset Management LLC | 12,939 | $704K | 0.3% | N/A | 0.003% | |
7/14/2025 | Flagstar Advisors Inc. | 63,923 | $3.48M | 1.0% | +7.8% | 0.012% | |
7/14/2025 | Southland Equity Partners LLC | 12,119 | $659K | 0.1% | +51.5% | 0.002% | |
7/14/2025 | Park Avenue Securities LLC | 78,806 | $4.29M | 0.0% | +27.0% | 0.015% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 6,191 | $337K | 0.3% | -12.8% | 0.001% | |
7/14/2025 | Palacios Wealth Management LLC | 79,905 | $4.35M | 3.6% | -13.4% | 0.015% | |
7/14/2025 | Sowell Financial Services LLC | 47,785 | $2.60M | 0.1% | +8.5% | 0.009% | |
7/11/2025 | Wealth Management Partners LLC | 14,840 | $802K | 0.3% | +243.4% | 0.003% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 465,775 | $25.34M | 14.2% | +6.8% | 0.090% | |
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7/11/2025 | Farther Finance Advisors LLC | 112,368 | $6.11M | 0.1% | +5.9% | 0.022% | |
7/11/2025 | Silver Oak Securities Incorporated | 73,694 | $4.01M | 0.3% | +5.8% | 0.014% | |
7/11/2025 | UMB Bank n.a. | 7,000 | $381K | 0.0% | N/A | 0.001% | |
7/11/2025 | Walker Financial Services Inc. | 4,023 | $219K | 0.1% | N/A | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 65,613 | $3.57M | 0.4% | +19.1% | 0.013% | |
7/11/2025 | Bell Bank | 16,187 | $881K | 0.0% | -1.8% | 0.003% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 86,131,764 | $4.62B | 0.6% | +99,863.7% | 16.649% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 685 | $35K | 0.0% | N/A | 0.000% | |
7/10/2025 | Orgel Wealth Management LLC | 3,843 | $209K | 0.0% | N/A | 0.001% | |
7/10/2025 | Legacy Financial Strategies LLC | 5,195 | $283K | 0.1% | -4.9% | 0.001% | |