7/29/2025 | International Assets Investment Management LLC | 47,367 | $657K | 0.0% | +10.3% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 1,825 | $25K | 0.0% | N/A | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 14,914 | $211K | 0.0% | -69.2% | 0.000% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 7,594 | $105K | 0.0% | -21.9% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 905,057 | $12.56M | 0.0% | +42.1% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,090 | $43K | 0.0% | N/A | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 269,380 | $3.74M | 0.0% | +27.3% | 0.000% | |
7/17/2025 | Venture Visionary Partners LLC | 52,681 | $731K | 0.0% | -3.0% | 0.000% | |
7/16/2025 | Encompass Wealth Advisors LLC | 14,207 | $197K | 0.1% | -37.2% | 0.000% | |
7/16/2025 | Twelve Points Wealth Management LLC | 432,690 | $6.01M | 1.6% | +4.3% | 0.000% | |
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7/16/2025 | Signaturefd LLC | 2,511 | $35K | 0.0% | N/A | 0.000% | |
7/16/2025 | Instrumental Wealth LLC | 25,251 | $353K | 0.3% | +5.9% | 0.000% | |
7/15/2025 | Focused Wealth Management Inc | 333,887 | $4.63M | 0.6% | +1.6% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 122,039 | $1.69M | 0.0% | -4.1% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 3,600 | $50K | 0.0% | +380.0% | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 2,895 | $40K | 0.0% | N/A | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 9,597 | $126K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,418 | $124K | 0.0% | +291.0% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 24,831 | $326K | 0.0% | -15.4% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 16,232 | $213K | 0.0% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 43,415 | $570K | 0.0% | +9.0% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 471,748 | $6.13M | 0.1% | -4.9% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 784,979 | $10.30M | 0.2% | +33.9% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 495,627 | $6.50M | 0.0% | -26.3% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 31,159 | $409K | 0.0% | +3.0% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 24,985 | $328K | 0.0% | -20.1% | 0.000% | |
5/14/2025 | Wealth Preservation Advisors LLC | 7,655 | $100K | 0.1% | N/A | 0.000% | |
5/14/2025 | Islay Capital Management LLC | 80,256 | $1.05M | 0.7% | +3.2% | 0.000% | |
5/14/2025 | Comerica Bank | 90,115 | $1.18M | 0.0% | -3.6% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 67,215 | $882K | 0.0% | -13.1% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 81,882 | $1.07M | 0.0% | -16.9% | 0.000% | |
5/14/2025 | Venture Visionary Partners LLC | 54,325 | $713K | 0.0% | -6.2% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 957,600 | $12.56M | 0.0% | -24.8% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 75,903 | $996K | 0.0% | N/A | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 43,128 | $566K | 0.0% | +25.8% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,513,697 | $19.86M | 0.0% | -1.4% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 229,208 | $3.01M | 0.0% | +92.7% | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 700,570 | $9.19M | 0.4% | -21.0% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 48,496 | $646K | 0.0% | -5.8% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 209,352 | $2.82M | 1.1% | -2.6% | 0.000% | |
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5/9/2025 | PNC Financial Services Group Inc. | 24,964 | $328K | 0.0% | +17.5% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 131,972 | $1.73M | 0.1% | -2.3% | 0.000% | |
5/8/2025 | Eastern Bank | 2,199 | $29K | 0.0% | N/A | 0.000% | |
5/7/2025 | Marco Investment Management LLC | 27,300 | $358K | 0.0% | +34.5% | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,615,346 | $21.19M | 0.0% | -3.9% | 0.000% | |
5/7/2025 | Alteri Wealth LLC | 43,405 | $569K | 0.3% | +7.9% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 141,007 | $1.85M | 0.0% | +2.8% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 18,653 | $245K | 0.0% | N/A | 0.000% | |
5/6/2025 | Kovack Advisors Inc. | 13,278 | $174K | 0.0% | +9.0% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 73,002 | $958K | 0.0% | N/A | 0.000% | |
5/6/2025 | NCP Inc. | 126,302 | $1.66M | 2.2% | +15.8% | 0.000% | |
5/6/2025 | Choreo LLC | 17,817 | $239K | 0.0% | +21.0% | 0.000% | |
5/5/2025 | Wealth Dimensions Group Ltd. | 12,253 | $161K | 0.0% | -7.2% | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 5,534 | $73K | 0.0% | +25.8% | 0.000% | |
5/5/2025 | IFP Advisors Inc | 5,600 | $73K | 0.0% | +64.7% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 17,417 | $229K | 0.0% | +7.3% | 0.000% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 68,438 | $898K | 1.0% | +5.1% | 0.000% | |
5/1/2025 | Focused Wealth Management Inc | 328,730 | $4.31M | 0.6% | +3.6% | 0.000% | |
4/30/2025 | Clarity Wealth Advisors LLC | 12,172 | $160K | 0.0% | -8.5% | 0.000% | |
4/30/2025 | Twelve Points Wealth Management LLC | 414,978 | $5.45M | 1.5% | +8.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 174,891 | $2.30M | 0.0% | -51.2% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 11,807 | $155K | 0.0% | -21.7% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 2,293 | $30K | 0.0% | -35.2% | 0.000% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 4,027 | $53K | 0.0% | N/A | 0.000% | |
4/25/2025 | Joel Isaacson & Co. LLC | 14,660 | $192K | 0.0% | N/A | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 636,911 | $8.36M | 0.0% | +33.6% | 0.000% | |
4/24/2025 | TPG Advisors LLC | 139,397 | $1.83M | 1.4% | -1.9% | 0.000% | |
4/23/2025 | Spire Wealth Management | 33,896 | $445K | 0.0% | +13.1% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 42,934 | $563K | 0.0% | +14.1% | 0.000% | |
4/22/2025 | World Equity Group Inc. | 13,200 | $173K | 0.0% | -39.2% | 0.000% | |
4/17/2025 | FNY Investment Advisers LLC | 5,000 | $65K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 211,578 | $2.78M | 0.0% | +6.6% | 0.000% | |
4/17/2025 | Pflug Koory LLC | 33,682 | $442K | 0.2% | -2.7% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 127,301 | $1.67M | 0.0% | +1.1% | 0.000% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 27,376 | $359K | 0.0% | -4.7% | 0.000% | |
4/10/2025 | Matrix Trust Co | 57,471 | $754K | 0.1% | +48.3% | 0.000% | |
4/9/2025 | Harbor Investment Advisory LLC | 2,468 | $32K | 0.0% | -68.7% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 22,463 | $295K | 0.2% | +4.1% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 29,069 | $381K | 0.0% | +100,137.9% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 105,032 | $1.47M | 0.0% | -0.9% | 0.000% | |
2/24/2025 | Instrumental Wealth LLC | 23,840 | $336K | 0.3% | +5.0% | 0.000% | |
2/21/2025 | PVG Asset Management Corp | 91,460 | $1.28M | 6.1% | N/A | 0.000% | |
2/19/2025 | Richmond Investment Services LLC | 58,330 | $816K | 0.5% | N/A | 0.000% | |
2/18/2025 | Glen Eagle Advisors LLC | 32,557 | $455K | 0.1% | -21.9% | 0.000% | |
2/17/2025 | Quantedge Capital Pte Ltd | 16,000 | $224K | 0.1% | -35.5% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 29,334 | $412K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 137,116 | $1.92M | 0.0% | +37.0% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 30,257 | $423K | 0.0% | +2.6% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 838,664 | $11.73M | 0.0% | +7.0% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 294,349 | $4.12M | 0.0% | +17.9% | 0.000% | |
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2/17/2025 | Alteri Wealth LLC | 40,210 | $563K | 0.2% | N/A | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 495,868 | $6.94M | 0.2% | -1.5% | 0.000% | |
2/14/2025 | Talon Private Wealth LLC | 16,932 | $237K | 0.1% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 276,786 | $3.87M | 0.0% | +5.0% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 214,868 | $3.01M | 1.2% | -33.2% | 0.000% | |
2/14/2025 | Commerce Bank | 15,819 | $221K | 0.0% | +6.7% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 39,835 | $557K | 0.0% | -5.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 666,045 | $9.32M | 0.1% | +18.7% | 0.000% | |
2/13/2025 | Mariner LLC | 21,947 | $307K | 0.0% | -36.8% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 33,931 | $475K | 0.0% | +5.9% | 0.000% | |