8/6/2025 | Ethos Financial Group LLC | 312,042 | $3.91M | 0.3% | -7.6% | 0.000% | |
7/24/2025 | Trust Co. of Toledo NA OH | 3,920 | $49K | 0.0% | N/A | 0.000% | |
7/17/2025 | Wagner Wealth Management LLC | 23,591 | $295K | 0.1% | -12.2% | 0.000% | |
7/9/2025 | Reyes Financial Architecture Inc. | 4,625 | $58K | 0.1% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 400,607 | $4.98M | 0.1% | +7.1% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 46,577 | $578K | 0.0% | +12.0% | 0.000% | |
5/15/2025 | Centric Wealth Management | 19,859 | $247K | 0.1% | N/A | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,187,271 | $14.75M | 0.1% | +20.9% | 0.000% | |
5/13/2025 | Ethos Financial Group LLC | 337,628 | $4.19M | 0.4% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 347,357 | $4.31M | 0.0% | +10.6% | 0.000% | |
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5/8/2025 | ProVise Management Group LLC | 45,918 | $570K | 0.0% | -2.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 619,277 | $7.69M | 0.0% | +27.3% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 34,403 | $427K | 0.0% | +4.2% | 0.000% | |
5/5/2025 | Cassaday & Co Wealth Management LLC | 10,941 | $136K | 0.0% | N/A | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 20,349 | $253K | 0.0% | +65.0% | 0.000% | |
5/2/2025 | Graypoint LLC | 200,386 | $2.49M | 0.2% | +2.9% | 0.000% | |
5/2/2025 | Melfa Wealth Management Inc. | 78,722 | $978K | 0.7% | -8.7% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 14,319 | $178K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 24,028 | $298K | 0.0% | +14.8% | 0.000% | |
2/18/2025 | Elequin Capital LP | 4,453 | $57K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 10,000 | $129K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 121,418 | $1.56M | 0.0% | -8.1% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 68,819 | $885K | 0.0% | -1.5% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 630,386 | $8.11M | 0.0% | -1.9% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 57,814 | $743K | 0.3% | +17.2% | 0.000% | |
2/14/2025 | MML Investors Services LLC | 98,517 | $1.27M | 0.0% | +1.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 981,677 | $12.62M | 0.1% | +38.7% | 0.000% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 23,206 | $298K | 0.1% | N/A | 0.000% | |
2/13/2025 | XTX Topco Ltd | 11,278 | $145K | 0.0% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 79,865 | $1.03M | 0.0% | -22.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 54,810 | $705K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 313,967 | $4.04M | 0.0% | -2.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 71,547 | $920K | 0.0% | -2.3% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 14,631 | $188K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 486,324 | $6.25M | 0.0% | +19.3% | 0.000% | |
2/11/2025 | ProVise Management Group LLC | 46,929 | $604K | 0.1% | -8.5% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 11,068 | $142K | 0.0% | -17.0% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 33,005 | $424K | 0.0% | +60.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 54,810 | $705K | 0.0% | N/A | 0.000% | |
2/6/2025 | Cullen Frost Bankers Inc. | 3,129 | $40K | 0.0% | -37.4% | 0.000% | |
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2/4/2025 | MONECO Advisors LLC | 23,125 | $297K | 0.0% | -5.1% | 0.000% | |
2/3/2025 | Waterfront Wealth Inc. | 10,638 | $137K | 0.0% | -84.6% | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 32,667 | $420K | 0.0% | -10.0% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 14,837 | $191K | 0.0% | -61.0% | 0.000% | |
1/29/2025 | Wagner Wealth Management LLC | 26,375 | $339K | 0.1% | -11.8% | 0.000% | |
1/17/2025 | Melfa Wealth Management Inc. | 86,197 | $1.11M | 0.7% | -9.8% | 0.000% | |
1/15/2025 | Client First Capital LLC | 16,921 | $218K | 0.1% | N/A | 0.000% | |
1/10/2025 | Graypoint LLC | 194,738 | $2.50M | 0.2% | +2.8% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 96,891 | $1.25M | 0.0% | +2.7% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 19,778 | $256K | 0.0% | +56.0% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 640,218 | $8.28M | 0.2% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 373,833 | $4.84M | 0.1% | -0.4% | 0.000% | |
10/31/2024 | Graypoint LLC | 189,418 | $2.45M | 0.2% | +2.8% | 0.000% | |
10/25/2024 | MONECO Advisors LLC | 24,377 | $315K | 0.0% | +5.0% | 0.000% | |
10/24/2024 | Hunter Associates Investment Management LLC | 22,500 | $291K | 0.0% | -13.5% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 11,714 | $152K | 0.0% | N/A | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 36,299 | $470K | 0.0% | -64.9% | 0.000% | |
10/15/2024 | Shulman DeMeo Asset Management LLC | 17,858 | $231K | 0.1% | -5.0% | 0.000% | |
10/11/2024 | Wagner Wealth Management LLC | 29,903 | $387K | 0.1% | -24.8% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 102,705 | $1.31M | 0.4% | -1.1% | 0.000% | |
7/31/2024 | Graypoint LLC | 184,212 | $2.35M | 0.2% | +2.8% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 96,877 | $1.24M | 0.9% | -3.5% | 0.000% | |
7/10/2024 | Mid American Wealth Advisory Group Inc. | 11,467 | $146K | 0.1% | -22.9% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 422,855 | $5.49M | 0.1% | +6.4% | 0.000% | |
5/9/2024 | ProVise Management Group LLC | 51,280 | $666K | 0.1% | -3.2% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,735 | $243K | 0.0% | +12.7% | 0.000% | |
5/2/2024 | Graypoint LLC | 179,139 | $2.33M | 0.2% | +2.9% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 23,227 | $301K | 0.0% | +31.6% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 39,495 | $513K | 0.0% | N/A | 0.000% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 14,871 | $193K | 0.1% | -35.6% | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 17,645 | $218K | 0.0% | N/A | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 118,072 | $1.46M | 0.3% | +12.7% | 0.000% | |
2/14/2024 | Jones Road Capital Management L.P. | 40,311 | $499K | 0.1% | +8.1% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 86,639 | $1.07M | 0.1% | -74.8% | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 52,980 | $656K | 0.1% | -1.8% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 94,343 | $1.17M | 0.1% | -60.9% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 16,623 | $206K | 0.0% | N/A | 0.000% | |
2/7/2024 | Mid American Wealth Advisory Group Inc. | 23,081 | $286K | 0.2% | -17.3% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 2,371 | $29K | 0.0% | N/A | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 3,129 | $39K | 0.0% | -37.4% | 0.000% | |
2/5/2024 | MONECO Advisors LLC | 17,645 | $218K | 0.0% | N/A | 0.000% | |
2/5/2024 | Mid American Wealth Advisory Group Inc. | 21,712 | $268K | 0.2% | -22.2% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 15,221 | $188K | 0.0% | -13.7% | 0.000% | |
2/1/2024 | Significant Wealth Partners LLC | 50,042 | $620K | 0.5% | N/A | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 92,329 | $1.14M | 0.3% | -4.3% | 0.000% | |
1/30/2024 | Conning Inc. | 25,307 | $313K | 0.0% | +3.9% | 0.000% | |
1/29/2024 | Graypoint LLC | 174,129 | $2.16M | 0.2% | +5.0% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 5,588 | $69K | 0.0% | -13.1% | 0.000% | |
1/19/2024 | Wagner Wealth Management LLC | 578,329 | $7.16M | 2.4% | +16.1% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 14,263 | $177K | 0.0% | -8.2% | 0.000% | |
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11/15/2023 | 1607 Capital Partners LLC | 343,539 | $4.14M | 0.3% | -14.1% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 302,293 | $3.65M | 0.1% | +13.7% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 20,345 | $245K | 0.1% | -21.5% | 0.000% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 241,483 | $2.91M | 0.3% | -5.9% | 0.000% | |
11/9/2023 | UBS Group AG | 375,386 | $4.53M | 0.0% | +9.8% | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 53,945 | $651K | 0.1% | -1.8% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 44,071 | $531K | 0.3% | +89.2% | 0.000% | |
11/2/2023 | Cullen Frost Bankers Inc. | 4,999 | $60K | 0.0% | +59.8% | 0.000% | |
10/30/2023 | Melfa Wealth Management LLC | 99,547 | $1.20M | 1.2% | -8.4% | 0.000% | |
10/26/2023 | Graypoint LLC | 165,835 | $2M | 0.2% | N/A | 0.000% | |