7/11/2025 | Farther Finance Advisors LLC | 11,512 | $470K | 0.0% | +66.5% | 0.010% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 5,168,578 | $193.76M | 0.0% | N/A | 4.669% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 183,021 | $7.52M | 0.0% | +0.2% | 0.165% | |
7/9/2025 | New England Research & Management Inc. | 9,900 | $404K | 0.2% | -14.7% | 0.009% | |
5/22/2025 | Chelsea Counsel Co. | 10,500 | $402K | 0.2% | N/A | 0.009% | |
5/20/2025 | Belpointe Asset Management LLC | 21,950 | $841K | 0.0% | +3.6% | 0.020% | |
5/20/2025 | Focus Partners Wealth | 27,375 | $1.05M | 0.0% | +43.5% | 0.025% | |
5/16/2025 | Goldman Sachs Group Inc. | 916,574 | $35.11M | 0.0% | +51.8% | 0.828% | |
5/16/2025 | Ursa Fund Management LLC | 200,000 | $7.66M | 19.7% | N/A | 0.181% | |
5/16/2025 | American Trust Investment Advisors LLC | 22,545 | $864K | 0.4% | +12.3% | 0.020% | |
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5/16/2025 | 683 Capital Management LLC | 525,825 | $20.14M | 1.4% | N/A | 0.475% | |
5/15/2025 | Royal Bank of Canada | 88,378 | $3.39M | 0.0% | -5.0% | 0.080% | |
5/15/2025 | Beck Mack & Oliver LLC | 8,858 | $339K | 0.0% | +15.7% | 0.008% | |
5/15/2025 | Alpine Global Management LLC | 79,979 | $3.06M | 0.8% | N/A | 0.072% | |
5/15/2025 | MAI Capital Management | 13,229 | $507K | 0.0% | +5.9% | 0.012% | |
5/15/2025 | Nomura Holdings Inc. | 136,890 | $5.24M | 0.0% | +95.6% | 0.124% | |
5/15/2025 | Second Line Capital LLC | 8,155 | $312K | 0.1% | -4.1% | 0.007% | |
5/15/2025 | Vident Advisory LLC | 13,467 | $516K | 0.0% | N/A | 0.012% | |
5/15/2025 | State of Wyoming | 8,868 | $340K | 0.0% | -15.2% | 0.008% | |
5/15/2025 | Callodine Capital Management LP | 174,060 | $6.67M | 1.1% | -3.3% | 0.157% | |
5/14/2025 | Wealth Preservation Advisors LLC | 15,061 | $577K | 0.4% | N/A | 0.014% | |
5/14/2025 | CreativeOne Wealth LLC | 5,371 | $206K | 0.0% | N/A | 0.005% | |
5/14/2025 | Gamco Investors INC. ET AL | 71,998 | $2.76M | 0.0% | +1.9% | 0.065% | |
5/14/2025 | Gabelli Funds LLC | 195,000 | $7.47M | 0.1% | +84.0% | 0.176% | |
5/14/2025 | Epoch Investment Partners Inc. | 150,142 | $5.75M | 0.0% | -13.7% | 0.136% | |
5/14/2025 | Virtus Advisers LLC | 15,613 | $598K | 0.8% | N/A | 0.014% | |
5/14/2025 | Jump Financial LLC | 100,318 | $3.84M | 0.1% | +238.9% | 0.091% | |
5/14/2025 | SVB Wealth LLC | 825 | $32K | 0.0% | N/A | 0.001% | |
5/14/2025 | Bahl & Gaynor Inc. | 18,600 | $713K | 0.0% | N/A | 0.017% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 17,502 | $671K | 0.0% | +7.5% | 0.016% | |
5/14/2025 | Sax Wealth Advisors LLC | 6,117 | $234K | 0.0% | -16.1% | 0.006% | |
5/14/2025 | Kestra Advisory Services LLC | 78,740 | $3.02M | 0.0% | -20.4% | 0.071% | |
5/13/2025 | Freestone Capital Holdings LLC | 8,801 | $337K | 0.0% | +12.8% | 0.008% | |
5/13/2025 | Raymond James Financial Inc. | 178,900 | $6.85M | 0.0% | -0.7% | 0.162% | |
5/13/2025 | American Century Companies Inc. | 1,734,767 | $66.46M | 0.0% | -42.7% | 1.567% | |
5/13/2025 | Boston Partners | 37,622 | $1.44M | 0.0% | -3.0% | 0.034% | |
5/13/2025 | HighTower Advisors LLC | 31,436 | $1.20M | 0.0% | -12.5% | 0.028% | |
5/12/2025 | Independent Advisor Alliance | 8,360 | $320K | 0.0% | -12.2% | 0.008% | |
5/12/2025 | Invesco Ltd. | 325,018 | $12.45M | 0.0% | +45.1% | 0.294% | |
5/12/2025 | Zions Bancorporation National Association UT | 2,000 | $77K | 0.0% | N/A | 0.002% | |
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5/9/2025 | Roberts Glore & Co. Inc. IL | 5,485 | $210K | 0.1% | -9.3% | 0.005% | |
5/9/2025 | Atria Wealth Solutions Inc. | 7,134 | $273K | 0.0% | -4.5% | 0.006% | |
5/9/2025 | Costello Asset Management INC | 1,900 | $73K | 0.0% | N/A | 0.002% | |
5/9/2025 | Cary Street Partners Financial LLC | 7,792 | $298K | 0.0% | +3.9% | 0.007% | |
5/9/2025 | IPG Investment Advisors LLC | 6,025 | $231K | 0.1% | -8.8% | 0.005% | |
5/9/2025 | Argent Trust Co | 72,831 | $2.79M | 0.1% | +1.5% | 0.066% | |
5/8/2025 | Moors & Cabot Inc. | 61,940 | $2.37M | 0.1% | +5.3% | 0.056% | |
5/8/2025 | US Bancorp DE | 14,620 | $560K | 0.0% | +44.0% | 0.013% | |
5/8/2025 | XTX Topco Ltd | 7,873 | $302K | 0.0% | N/A | 0.007% | |
5/7/2025 | Mackenzie Financial Corp | 14,620 | $560K | 0.0% | N/A | 0.013% | |
5/7/2025 | LPL Financial LLC | 380,837 | $14.59M | 0.0% | +2.6% | 0.344% | |
5/6/2025 | Nicholas Wealth LLC. | 23,283 | $892K | 0.5% | N/A | 0.021% | |
5/6/2025 | Cetera Investment Advisers | 130,317 | $4.99M | 0.0% | -2.2% | 0.118% | |
5/6/2025 | Avantax Advisory Services Inc. | 16,458 | $631K | 0.0% | -1.6% | 0.015% | |
5/6/2025 | Brookwood Investment Group LLC | 15,495 | $594K | 0.1% | N/A | 0.014% | |
5/6/2025 | Wedbush Securities Inc. | 9,730 | $373K | 0.0% | -9.7% | 0.009% | |
5/6/2025 | Proficio Capital Partners LLC | 13,355 | $514K | 0.0% | N/A | 0.012% | |
5/6/2025 | Four Tree Island Advisory LLC | 208,083 | $7.97M | 5.6% | -11.2% | 0.188% | |
5/5/2025 | Crestwood Advisors Group LLC | 26,423 | $1.01M | 0.0% | -90.8% | 0.024% | |
5/5/2025 | Kestra Private Wealth Services LLC | 5,904 | $226K | 0.0% | +4.6% | 0.005% | |
5/5/2025 | Formidable Asset Management LLC | 22,320 | $855K | 0.1% | -5.3% | 0.020% | |
5/5/2025 | Private Advisor Group LLC | 46,939 | $1.80M | 0.0% | +4.6% | 0.042% | |
5/5/2025 | Jennison Associates LLC | 911,558 | $34.92M | 0.0% | -3.0% | 0.823% | |
5/2/2025 | Mountain Hill Investment Partners Corp. | 1,000 | $38K | 0.0% | N/A | 0.001% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 11,019 | $422K | 0.1% | N/A | 0.010% | |
5/2/2025 | Apollon Wealth Management LLC | 20,528 | $786K | 0.0% | +20.9% | 0.019% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,247 | $508K | 0.0% | -56.5% | 0.012% | |
4/29/2025 | Chilton Capital Management LLC | 31,190 | $1.20M | 0.1% | +2.8% | 0.028% | |
4/29/2025 | Concurrent Investment Advisors LLC | 16,791 | $643K | 0.0% | +13.3% | 0.015% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,294 | $548K | 0.0% | N/A | 0.013% | |
4/28/2025 | D.A. Davidson & CO. | 147,790 | $5.66M | 0.0% | -0.8% | 0.134% | |
4/28/2025 | Fiduciary Group LLC | 6,965 | $267K | 0.0% | +7.7% | 0.006% | |
4/28/2025 | DAVENPORT & Co LLC | 36,722 | $1.41M | 0.0% | +1.9% | 0.033% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 321,289 | $12.31M | 0.2% | N/A | 0.291% | |
4/25/2025 | WASHINGTON TRUST Co | 3,116 | $119K | 0.0% | -20.4% | 0.003% | |
4/25/2025 | Ameritas Advisory Services LLC | 22,679 | $868K | 0.0% | -6.0% | 0.021% | |
4/25/2025 | Joel Isaacson & Co. LLC | 10,177 | $390K | 0.0% | +2.8% | 0.009% | |
4/24/2025 | Oakworth Capital Inc. | 1,400 | $54K | 0.0% | -51.7% | 0.001% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 15,456 | $592K | 0.0% | +51.2% | 0.014% | |
4/24/2025 | Tepp RIA LLC | 7,683 | $294K | 0.4% | +22.3% | 0.007% | |
4/23/2025 | Golden State Wealth Management LLC | 5,150 | $197K | 0.0% | +100.0% | 0.005% | |
4/23/2025 | Oppenheimer & Co. Inc. | 19,970 | $765K | 0.0% | -16.1% | 0.018% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 59,402 | $2.28M | 0.0% | -12.7% | 0.054% | |
4/22/2025 | Atticus Wealth Management LLC | 2,345 | $90K | 0.0% | -42.0% | 0.002% | |
4/22/2025 | Manning & Napier Advisors LLC | 174,060 | $6.67M | 0.1% | -3.3% | 0.157% | |
4/22/2025 | Canton Hathaway LLC | 21,475 | $823K | 0.2% | +79.0% | 0.019% | |
4/22/2025 | PFG Investments LLC | 5,958 | $228K | 0.0% | N/A | 0.005% | |
4/21/2025 | HFG Advisors Inc. | 6,897 | $264K | 0.2% | N/A | 0.006% | |
4/21/2025 | JBR Co Financial Management Inc | 12,033 | $461K | 0.3% | +4.0% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 107,730 | $4.13M | 0.0% | +5.5% | 0.097% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 182,724 | $7M | 0.0% | +2.4% | 0.165% | |
4/16/2025 | New England Research & Management Inc. | 11,600 | $444K | 0.2% | -27.3% | 0.010% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 55,856 | $2.14M | 0.8% | +28.0% | 0.051% | |
4/14/2025 | Farther Finance Advisors LLC | 6,913 | $266K | 0.0% | +360.6% | 0.006% | |
4/14/2025 | Capital Investment Advisors LLC | 5,255 | $201K | 0.0% | N/A | 0.005% | |
4/14/2025 | Disciplined Equity Management Inc. | 53,803 | $2.06M | 1.4% | -2.3% | 0.049% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,250 | $48K | 0.0% | N/A | 0.001% | |
4/9/2025 | NBC Securities Inc. | 2,292 | $87K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 178,386 | $6.62M | 0.0% | +3.3% | 0.161% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 66,783 | $2.48M | 0.1% | +58.2% | 0.060% | |