4/30/2025 | First National Bank & Trust Co. of Newtown | 115,994 | $7.48M | 1.6% | -2.2% | 0.366% | |
4/30/2025 | Silverlake Wealth Management LLC | 29,684 | $1.92M | 0.7% | -4.6% | 0.094% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,832 | $441K | 0.0% | -3.8% | 0.022% | |
4/29/2025 | TD Private Client Wealth LLC | 8,239 | $532K | 0.0% | +449.3% | 0.026% | |
4/29/2025 | Envestnet Asset Management Inc. | 43,348 | $2.80M | 0.0% | +33.3% | 0.137% | |
4/29/2025 | Olde Wealth Management LLC | 800 | $51K | 0.0% | N/A | 0.003% | |
4/28/2025 | D.A. Davidson & CO. | 15,069 | $972K | 0.0% | +1.7% | 0.048% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 15,709 | $1.01M | 0.7% | N/A | 0.050% | |
4/28/2025 | Rossby Financial LCC | 1,050 | $67K | 0.0% | N/A | 0.003% | |
4/28/2025 | Money Design Co. Ltd. | 62,091 | $4.01M | 0.2% | -9.0% | 0.196% | |
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4/25/2025 | Smallwood Wealth Investment Management LLC | 890 | $57K | 0.0% | N/A | 0.003% | |
4/25/2025 | Ameritas Advisory Services LLC | 4,768 | $310K | 0.0% | +23.9% | 0.015% | |
4/25/2025 | Verity Asset Management Inc. | 27,618 | $1.78M | 0.7% | +0.6% | 0.087% | |
4/25/2025 | Sovran Advisors LLC | 17,653 | $1.10M | 0.1% | +23.2% | 0.056% | |
4/24/2025 | TFC Financial Management Inc. | 1,763 | $114K | 0.0% | N/A | 0.006% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,190 | $206K | 0.0% | -9.6% | 0.010% | |
4/23/2025 | Golden State Wealth Management LLC | 496 | $32K | 0.0% | +100.0% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 9,330 | $602K | 0.0% | -2.2% | 0.029% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,114 | $846K | 0.0% | -2.2% | 0.041% | |
4/22/2025 | JFS Wealth Advisors LLC | 4,464 | $288K | 0.0% | -4.3% | 0.014% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,176 | $2.01M | 0.0% | -13.4% | 0.098% | |
4/22/2025 | Nilsine Partners LLC | 21,157 | $1.37M | 0.1% | -9.8% | 0.067% | |
4/21/2025 | Osborne Partners Capital Management LLC | 3,627 | $234K | 0.0% | -49.1% | 0.011% | |
4/21/2025 | Wealthspan Partners LLC | 9,414 | $607K | 0.3% | -3.1% | 0.030% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,165 | $1.82M | 0.0% | -1.8% | 0.089% | |
4/17/2025 | Traphagen Investment Advisors LLC | 3,940 | $254K | 0.0% | -7.0% | 0.012% | |
4/17/2025 | Pacific Sun Financial Corp | 7,498 | $484K | 0.3% | +6.9% | 0.024% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 8,992 | $580K | 0.0% | +5.9% | 0.028% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 17,750 | $1.15M | 0.8% | +1.8% | 0.056% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 25,647 | $1.66M | 0.0% | -1.6% | 0.081% | |
4/16/2025 | Crowley Wealth Management Inc. | 1,300 | $84K | 0.1% | +225.0% | 0.004% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 7,560 | $488K | 0.1% | -16.5% | 0.024% | |
4/16/2025 | McElhenny Sheffield Capital Management LLC | 4,015 | $259K | 0.1% | -8.5% | 0.013% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 6,582 | $425K | 0.0% | -9.6% | 0.021% | |
4/15/2025 | Fifth Third Bancorp | 2,890 | $186K | 0.0% | +11.2% | 0.009% | |
4/15/2025 | CX Institutional | 1,000 | $65K | 0.0% | N/A | 0.003% | |
4/15/2025 | Rockingstone Advisors LLC | 31,635 | $2.04M | 0.9% | -3.6% | 0.100% | |
4/15/2025 | Parsons Capital Management Inc. RI | 27,559 | $1.78M | 0.1% | -16.6% | 0.087% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 8,400 | $542K | 0.0% | -23.9% | 0.026% | |
4/14/2025 | Farther Finance Advisors LLC | 820 | $53K | 0.0% | +219.1% | 0.003% | |
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4/14/2025 | Daymark Wealth Partners LLC | 3,500 | $226K | 0.0% | -14.6% | 0.011% | |
4/14/2025 | SOA Wealth Advisors LLC. | 64,674 | $4.17M | 0.5% | +6,246.8% | 0.203% | |
4/14/2025 | Lpwm LLC | 4,875 | $315K | 0.1% | +8.6% | 0.015% | |
4/10/2025 | Secure Asset Management LLC | 9,918 | $640K | 0.1% | +82.3% | 0.031% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 6,655 | $429K | 0.0% | -4.0% | 0.021% | |
4/9/2025 | Merit Financial Group LLC | 4,481 | $289K | 0.0% | -21.2% | 0.014% | |
4/9/2025 | NBC Securities Inc. | 2,546 | $164K | 0.0% | +127,200.0% | 0.008% | |
4/9/2025 | Mechanics Bank Trust Department | 7,480 | $483K | 0.1% | -7.4% | 0.023% | |
4/8/2025 | Beese Fulmer Investment Management Inc. | 6,933 | $447K | 0.0% | N/A | 0.022% | |
4/7/2025 | GAMMA Investing LLC | 26,260 | $16.94M | 0.0% | +6,352.1% | 0.082% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,056 | $1.71M | 0.0% | +4.7% | 0.081% | |
2/24/2025 | Ameriflex Group Inc. | 966 | $66K | 0.0% | N/A | 0.003% | |
2/17/2025 | Waverly Advisors LLC | 7,714 | $508K | 0.0% | -3.4% | 0.024% | |
2/17/2025 | Snowden Capital Advisors LLC | 12,585 | $828K | 0.0% | +1.3% | 0.039% | |
2/17/2025 | Royal Bank of Canada | 405,324 | $26.67M | 0.0% | +2.6% | 1.256% | |
2/17/2025 | Millennium Management LLC | 3,915 | $258K | 0.0% | -73.6% | 0.012% | |
2/17/2025 | Focus Partners Wealth | 9,532 | $627K | 0.0% | -75.8% | 0.030% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,954 | $260K | 0.0% | -21.8% | 0.012% | |
2/17/2025 | EP Wealth Advisors LLC | 1,909 | $126K | 0.0% | N/A | 0.006% | |
2/17/2025 | Cresset Asset Management LLC | 17,752 | $1.17M | 0.0% | -17.3% | 0.055% | |
2/17/2025 | Cetera Investment Advisers | 218,498 | $14.38M | 0.0% | -5.6% | 0.677% | |
2/17/2025 | BOKF NA | 1,810 | $117K | 0.0% | -13.2% | 0.006% | |
2/17/2025 | Captrust Financial Advisors | 23,274 | $1.53M | 0.0% | +3.5% | 0.072% | |
2/17/2025 | Baird Financial Group Inc. | 12,385 | $815K | 0.0% | -1.6% | 0.038% | |
2/17/2025 | Bank of America Corp DE | 1,686,274 | $110.94M | 0.0% | +3.6% | 5.227% | |
2/17/2025 | Ameriprise Financial Inc. | 75,146 | $4.94M | 0.0% | -12.3% | 0.233% | |
2/14/2025 | Blue Rock Wealth Management LLC | 3,700 | $243K | 0.3% | N/A | 0.011% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 51,449 | $3.39M | 0.0% | +5.8% | 0.159% | |
2/14/2025 | Comerica Bank | 22,723 | $1.50M | 0.0% | -6.8% | 0.070% | |
2/14/2025 | Lido Advisors LLC | 4,616 | $304K | 0.0% | -9.5% | 0.014% | |
2/14/2025 | Northern Trust Corp | 5,626 | $370K | 0.0% | -14.9% | 0.017% | |
2/14/2025 | Beacon Pointe Advisors LLC | 44,365 | $2.92M | 0.0% | -11.5% | 0.138% | |
2/14/2025 | Johnson Financial Group Inc. | 1,275 | $87K | 0.0% | -63.7% | 0.004% | |
2/14/2025 | Capital Analysts LLC | 21,678 | $1.43M | 0.1% | -1.2% | 0.067% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 4,740 | $312K | 0.0% | -59.9% | 0.015% | |
2/14/2025 | Integrated Wealth Concepts LLC | 12,252 | $806K | 0.0% | +6.8% | 0.038% | |
2/14/2025 | FSA Wealth Management LLC | 2,189 | $144K | 0.1% | -15.9% | 0.007% | |
2/14/2025 | IHT Wealth Management LLC | 9,657 | $635K | 0.0% | +17.0% | 0.030% | |
2/14/2025 | Canal Capital Management LLC | 3,848 | $253K | 0.0% | N/A | 0.012% | |
2/14/2025 | Stifel Financial Corp | 110,989 | $7.30M | 0.0% | +4.1% | 0.344% | |
2/14/2025 | Tower Research Capital LLC TRC | 3,069 | $202K | 0.0% | -83.7% | 0.010% | |
2/14/2025 | Commerce Bank | 62,115 | $4.09M | 0.0% | -28.8% | 0.193% | |
2/13/2025 | NewEdge Advisors LLC | 16,127 | $1.06M | 0.0% | -2.0% | 0.050% | |
2/13/2025 | Mariner LLC | 29,213 | $1.92M | 0.0% | +2.6% | 0.091% | |
2/13/2025 | O ROURKE & COMPANY Inc | 28,218 | $1.86M | 0.9% | -3.1% | 0.087% | |
2/13/2025 | Stamos Capital Partners L.P. | 3,780 | $249K | 0.1% | +5.3% | 0.012% | |
2/13/2025 | Rockefeller Capital Management L.P. | 19,907 | $1.31M | 0.0% | +5.1% | 0.062% | |
2/13/2025 | Redwood Park Advisors LLC | 387 | $25K | 0.0% | N/A | 0.001% | |
2/13/2025 | Scotia Capital Inc. | 48,977 | $3.22M | 0.0% | -2.0% | 0.152% | |
2/13/2025 | Mountain Capital Investment Advisors Inc. | 6,580 | $446K | 0.1% | +7.9% | 0.020% | |
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2/13/2025 | Raymond James Financial Inc. | 525,970 | $34.60M | 0.0% | N/A | 1.630% | |
2/13/2025 | Advisory Services Network LLC | 7,171 | $472K | 0.0% | +21.7% | 0.022% | |
2/13/2025 | Renaissance Technologies LLC | 3,300 | $217K | 0.0% | -19.5% | 0.010% | |
2/13/2025 | Bank of Montreal Can | 6,916 | $455K | 0.0% | -82.7% | 0.021% | |
2/13/2025 | Cerity Partners LLC | 58,216 | $3.83M | 0.0% | +2.4% | 0.180% | |
2/13/2025 | Envestnet Asset Management Inc. | 32,509 | $2.14M | 0.0% | -46.0% | 0.101% | |
2/13/2025 | Wedbush Securities Inc. | 5,313 | $350K | 0.0% | -8.4% | 0.016% | |
2/13/2025 | Wells Fargo & Company MN | 221,354 | $14.56M | 0.0% | -0.4% | 0.686% | |
2/12/2025 | National Bank of Canada FI | 12,559 | $826K | 0.0% | +3.6% | 0.039% | |
2/12/2025 | Summit Financial LLC | 8,911 | $586K | 0.0% | +4.5% | 0.028% | |