5/16/2025 | Goldman Sachs Group Inc. | 500,000 | $43.60M | 0.0% | -37.8% | 4.065% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,751 | $327K | 0.0% | -76.7% | 0.030% | |
5/16/2025 | Ancora Advisors LLC | 469 | $41K | 0.0% | +32.5% | 0.004% | |
5/15/2025 | Promethium Advisors LLC | 13,863 | $1.21M | 0.8% | -6.0% | 0.113% | |
5/15/2025 | Royal Bank of Canada | 310,239 | $27.05M | 0.0% | -26.5% | 2.522% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 8,118 | $708K | 0.3% | +13.3% | 0.066% | |
5/15/2025 | Baird Financial Group Inc. | 4,565 | $398K | 0.0% | +7.1% | 0.037% | |
5/15/2025 | Monterey Private Wealth Inc. | 3,700 | $323K | 0.1% | -3.6% | 0.030% | |
5/14/2025 | CreativeOne Wealth LLC | 4,861 | $424K | 0.0% | +2.7% | 0.040% | |
5/14/2025 | Comerica Bank | 13,497 | $1.18M | 0.0% | -9.9% | 0.110% | |
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5/14/2025 | B&D White Capital Company LLC | 232,744 | $20.31M | 2.9% | N/A | 1.892% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 41,663 | $3.63M | 0.0% | +26.7% | 0.339% | |
5/14/2025 | Kestra Advisory Services LLC | 18,932 | $1.65M | 0.0% | -5.2% | 0.154% | |
5/14/2025 | Purus Wealth Management LLC | 3,340 | $291K | 0.1% | +6.4% | 0.027% | |
5/14/2025 | Ameriprise Financial Inc. | 625,583 | $54.54M | 0.0% | +0.6% | 5.086% | |
5/14/2025 | Frisch Financial Group Inc. | 240,535 | $20.97M | 5.9% | +38.2% | 1.956% | |
5/14/2025 | Tradition Wealth Management LLC | 18,934 | $1.65M | 0.1% | +5.2% | 0.154% | |
5/13/2025 | LeConte Wealth Management LLC | 116,554 | $10.16M | 6.5% | N/A | 0.948% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 51,158 | $4.46M | 0.3% | -5.9% | 0.416% | |
5/13/2025 | HighTower Advisors LLC | 82,633 | $7.21M | 0.0% | -8.6% | 0.672% | |
5/12/2025 | Astor Investment Management LLC | 71,620 | $6.25M | 3.3% | -2.5% | 0.519% | |
5/12/2025 | Wambolt & Associates LLC | 22,898 | $2.01M | 0.7% | -3.9% | 0.166% | |
5/9/2025 | Legacy Capital Group California Inc. | 17,409 | $1.52M | 0.5% | +1.1% | 0.126% | |
5/9/2025 | Cascade Wealth Advisors Inc | 3,205 | $269K | 0.2% | -31.9% | 0.023% | |
5/9/2025 | Total Investment Management Inc. | 718,322 | $62.63M | 8.2% | +4.9% | 5.205% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,819 | $595K | 0.0% | -2.9% | 0.049% | |
5/8/2025 | CAP Partners LLC | 32,372 | $2.82M | 2.0% | -41.5% | 0.235% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 2,295 | $200K | 0.0% | -12.9% | 0.017% | |
5/7/2025 | Shoker Investment Counsel Inc. | 19,151 | $1.67M | 0.6% | -2.5% | 0.139% | |
5/7/2025 | LPL Financial LLC | 317,160 | $27.65M | 0.0% | +20.6% | 2.298% | |
5/7/2025 | Waddell & Associates LLC | 386,838 | $33.73M | 4.1% | +1.0% | 3.145% | |
5/7/2025 | First Heartland Consultants Inc. | 3,264 | $285K | 0.0% | -4.4% | 0.024% | |
5/6/2025 | Cetera Investment Advisers | 28,926 | $2.52M | 0.0% | +14.7% | 0.210% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,053 | $964K | 0.0% | +20.5% | 0.080% | |
5/6/2025 | AE Wealth Management LLC | 12,464 | $1.09M | 0.0% | -43.0% | 0.090% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 8,988 | $784K | 0.0% | -49.3% | 0.065% | |
5/2/2025 | Mystic Asset Management Inc. | 13,465 | $1.17M | 0.3% | +1.1% | 0.098% | |
5/2/2025 | Sigma Planning Corp | 3,470 | $303K | 0.0% | -36.3% | 0.025% | |
5/1/2025 | Key Financial Inc | 4,649 | $405K | 0.1% | N/A | 0.033% | |
5/1/2025 | CWM LLC | 5,596 | $488K | 0.0% | -4.7% | 0.040% | |
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5/1/2025 | Curtis Advisory Group LLC | 18,166 | $1.58M | 0.5% | +20.6% | 0.131% | |
5/1/2025 | Gateway Wealth Partners LLC | 26,068 | $2.27M | 0.5% | +2.5% | 0.188% | |
4/29/2025 | Envestnet Asset Management Inc. | 108,415 | $9.45M | 0.0% | -44.5% | 0.780% | |
4/29/2025 | Bank of New York Mellon Corp | 7,660 | $668K | 0.0% | +7.1% | 0.055% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 305 | $27K | 0.0% | +6,000.0% | 0.002% | |
4/28/2025 | D.A. Davidson & CO. | 23,068 | $2.01M | 0.0% | -11.6% | 0.166% | |
4/28/2025 | Mutual Advisors LLC | 10,254 | $890K | 0.0% | +5.7% | 0.074% | |
4/28/2025 | Cannon Advisors Inc. | 23,675 | $2.06M | 1.9% | -40.4% | 0.170% | |
4/28/2025 | American Capital Advisory LLC | 531 | $46K | 0.0% | N/A | 0.004% | |
4/28/2025 | DAVENPORT & Co LLC | 15,299 | $1.33M | 0.0% | +2.1% | 0.110% | |
4/28/2025 | Clear Creek Financial Management LLC | 4,151 | $362K | 0.0% | -22.5% | 0.030% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 2,746 | $231K | 0.1% | -33.8% | 0.020% | |
4/25/2025 | Ameritas Advisory Services LLC | 22,002 | $1.93M | 0.1% | -45.8% | 0.156% | |
4/23/2025 | Western Wealth Management LLC | 4,149 | $362K | 0.0% | N/A | 0.029% | |
4/23/2025 | SOL Capital Management CO | 50,995 | $4.45M | 0.5% | +7.5% | 0.362% | |
4/23/2025 | White Pine Investment CO | 33,675 | $2.94M | 0.8% | +7.6% | 0.239% | |
4/23/2025 | Berkshire Money Management Inc. | 78,447 | $6.84M | 0.8% | -22.3% | 0.556% | |
4/23/2025 | International Assets Investment Management LLC | 2,585 | $225K | 0.0% | -24.0% | 0.018% | |
4/22/2025 | Carr Financial Group Corp | 20,818 | $1.82M | 0.6% | -31.5% | 0.148% | |
4/21/2025 | LifeWealth Investments LLC | 12,962 | $1.13M | 0.5% | +57.4% | 0.092% | |
4/21/2025 | Warner Financial Inc. | 15,531 | $1.35M | 0.6% | -1.1% | 0.110% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 3,701 | $323K | 0.1% | +8.3% | 0.026% | |
4/17/2025 | Sowell Financial Services LLC | 8,353 | $728K | 0.0% | N/A | 0.059% | |
4/17/2025 | Traphagen Investment Advisors LLC | 4,392 | $383K | 0.0% | -43.3% | 0.031% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,210 | $367K | 0.0% | +23.9% | 0.030% | |
4/16/2025 | Marshall Financial Group LLC | 13,139 | $1.15M | 0.3% | -6.6% | 0.093% | |
4/15/2025 | Focus Financial Network Inc. | 6,519 | $568K | 0.0% | -7.4% | 0.046% | |
4/14/2025 | KMG Fiduciary Partners LLC | 22,373 | $1.95M | 0.2% | -3.4% | 0.158% | |
4/11/2025 | SeaCrest Wealth Management LLC | 6,732 | $587K | 0.1% | -8.3% | 0.047% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 8,461 | $738K | 0.4% | -14.9% | 0.059% | |
4/11/2025 | MRA Advisory Group | 99,327 | $8.66M | 4.6% | +7.5% | 0.695% | |
4/10/2025 | Amplius Wealth Advisors LLC | 3,607 | $314K | 0.0% | +15.1% | 0.025% | |
4/9/2025 | Flagstar Advisors Inc. | 12,892 | $1.13M | 0.3% | +1.1% | 0.090% | |
4/8/2025 | Presidio Capital Management LLC | 2,968 | $259K | 0.1% | -49.6% | 0.021% | |
4/7/2025 | AdvisorNet Financial Inc | 724 | $63K | 0.0% | -48.5% | 0.005% | |
4/7/2025 | Howard Financial Services LTD. | 3,005 | $262K | 0.0% | -5.4% | 0.021% | |
4/4/2025 | Capital Market Strategies LLC | 6,498 | $567K | 0.4% | -23.6% | 0.047% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,399 | $305K | 0.0% | N/A | 0.024% | |
3/13/2025 | PKO Investment Management Joint Stock Co | 420,000 | $37.70M | 4.7% | N/A | 3.011% | |
2/28/2025 | BridgePort Financial Solutions LLC | 2,250 | $207K | 0.1% | N/A | 0.016% | |
2/26/2025 | LifeWealth Investments LLC | 8,233 | $739K | 0.5% | N/A | 0.057% | |
2/25/2025 | Heck Capital Advisors LLC | 476 | $43K | 0.0% | N/A | 0.003% | |
2/25/2025 | Polar Asset Management Partners Inc. | 166,400 | $14.94M | 0.2% | N/A | 1.148% | |
2/18/2025 | Helium Advisors LLC | 4,159 | $373K | 0.3% | N/A | 0.030% | |
2/18/2025 | GTS Securities LLC | 29,623 | $2.66M | 0.1% | +133.2% | 0.212% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,359 | $212K | 0.0% | N/A | 0.017% | |
2/18/2025 | First Heartland Consultants Inc. | 3,414 | $306K | 0.0% | +6.3% | 0.024% | |
2/17/2025 | Wolverine Trading LLC | 4,563 | $411K | 0.0% | +93.8% | 0.033% | |
2/17/2025 | Waverly Advisors LLC | 11,546 | $1.04M | 0.0% | N/A | 0.083% | |
2/17/2025 | Royal Bank of Canada | 421,882 | $37.87M | 0.0% | +2.1% | 3.024% | |
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2/17/2025 | Polar Asset Management Partners Inc. | 166,400 | $14.94M | 0.2% | N/A | 1.193% | |
2/17/2025 | Private Capital Management LLC | 4,493 | $403K | 0.0% | +15.3% | 0.032% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 6,483 | $582K | 0.0% | -17.8% | 0.046% | |
2/17/2025 | Cetera Investment Advisers | 25,223 | $2.26M | 0.0% | +4.9% | 0.181% | |
2/17/2025 | Baird Financial Group Inc. | 4,262 | $383K | 0.0% | -3.2% | 0.031% | |
2/17/2025 | Bank of America Corp DE | 906,043 | $81.34M | 0.0% | +65.3% | 6.495% | |
2/17/2025 | BNP Paribas Financial Markets | 200,000 | $17.95M | 0.0% | +33.3% | 1.434% | |
2/17/2025 | Ameriprise Financial Inc. | 621,730 | $55.80M | 0.0% | -6.9% | 4.457% | |
2/14/2025 | Bison Wealth LLC | 18,602 | $1.67M | 0.2% | -6.5% | 0.135% | |
2/14/2025 | Comerica Bank | 14,981 | $1.35M | 0.0% | +2.7% | 0.107% | |