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% | |
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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% | |
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% | |
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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% | |
2/13/2025 | Raymond James Financial Inc. | 1,273,656 | $17.82M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 1,535,507 | $21.48M | 0.0% | -1.5% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 358,506 | $5.02M | 0.0% | +125.0% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,614,773 | $22.59M | 0.0% | +11.6% | 0.000% | |
2/13/2025 | Islay Capital Management LLC | 77,756 | $1.09M | 0.8% | +2.4% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 31,277 | $438K | 0.0% | -72.1% | 0.000% | |
2/12/2025 | World Investment Advisors | 10,274 | $144K | 0.0% | N/A | 0.000% | |
2/12/2025 | Bay Capital Advisors LLC | 15,950 | $223K | 0.2% | N/A | 0.000% | |
2/11/2025 | CoreFirst Bank & Trust | 1,860 | $26K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 1,681,686 | $23.53M | 0.0% | -0.3% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 586,039 | $8.20M | 0.2% | +35.3% | 0.000% | |
2/10/2025 | GWN Securities Inc. | 12,595 | $178K | 0.0% | N/A | 0.000% | |
2/10/2025 | Centurion Wealth Management LLC | 12,318 | $172K | 0.1% | -5.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 361,604 | $5.06M | 0.0% | +2.1% | 0.000% | |
2/10/2025 | Essential Planning LLC. | 79,495 | $1.10M | 0.0% | N/A | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 34,276 | $480K | 0.0% | +5.0% | 0.000% | |
2/7/2025 | Moors & Cabot Inc. | 135,043 | $1.89M | 0.1% | +4.2% | 0.000% | |
2/7/2025 | Prosperity Wealth Management Inc. | 122,266 | $1.71M | 0.7% | +2.9% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 887,299 | $12.41M | 0.5% | -6.0% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 29,514 | $413K | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 21,244 | $297K | 0.0% | +15.2% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 4,400 | $62K | 0.0% | -51.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 1,273,656 | $17.82M | 0.0% | N/A | 0.000% | |
2/6/2025 | Atria Investments Inc | 10,541 | $147K | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 52,076 | $729K | 0.0% | +7.8% | 0.000% | |
2/5/2025 | TPG Advisors LLC | 142,071 | $1.99M | 1.6% | -3.2% | 0.000% | |
2/5/2025 | Sims Investment Management LLC | 60,000 | $839K | 0.5% | N/A | 0.000% | |
2/5/2025 | Private Trust Co. NA | 3,539 | $50K | 0.0% | +39.4% | 0.000% | |
2/5/2025 | Apriem Advisors | 17,968 | $251K | 0.0% | -8.7% | 0.000% | |
2/4/2025 | NCP Inc. | 109,068 | $1.53M | 0.8% | +5.0% | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 15,074 | $211K | 0.0% | +45.5% | 0.000% | |
2/4/2025 | World Equity Group Inc. | 21,700 | $304K | 0.1% | N/A | 0.000% | |
2/4/2025 | MONECO Advisors LLC | 263,524 | $3.69M | 0.4% | -0.9% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 118,973 | $1.66M | 0.0% | -53.3% | 0.000% | |
1/31/2025 | Truist Financial Corp | 41,373 | $579K | 0.0% | +13.7% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 35,202 | $499K | 0.0% | -5.0% | 0.000% | |
1/30/2025 | Sheaff Brock Investment Advisors LLC | 13,198 | $185K | 0.0% | +12.3% | 0.000% | |
1/30/2025 | Allworth Financial LP | 10,658 | $150K | 0.0% | +23.1% | 0.000% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 152,261 | $2.13M | 0.5% | N/A | 0.000% | |
1/30/2025 | Puff Wealth Management LLC | 78,765 | $1.10M | 1.8% | N/A | 0.000% | |
1/30/2025 | Investment Partners Asset Management Inc. | 38,059 | $532K | 0.4% | -8.3% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 476,776 | $6.67M | 0.0% | -29.4% | 0.000% | |
1/29/2025 | Armor Investment Advisors LLC | 19,794 | $277K | 0.1% | -13.0% | 0.000% | |
1/28/2025 | Focused Wealth Management Inc | 317,200 | $4.44M | 0.6% | +14.1% | 0.000% | |
1/24/2025 | Spire Wealth Management | 29,976 | $419K | 0.0% | +53.6% | 0.000% | |
1/23/2025 | Twelve Points Wealth Management LLC | 382,367 | $5.35M | 1.5% | +37.3% | 0.000% | |
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1/17/2025 | Janney Montgomery Scott LLC | 198,551 | $2.78M | 0.0% | +20.4% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 98,560 | $1.38M | 0.1% | +16.4% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 52,528 | $735K | 0.0% | -26.6% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 125,910 | $1.76M | 0.0% | +2.7% | 0.000% | |
1/14/2025 | Fiduciary Financial Group LLC | 13,910 | $190K | 0.0% | -33.9% | 0.000% | |
1/13/2025 | Matrix Trust Co | 38,742 | $542K | 0.1% | +668.5% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 37,634 | $517K | 0.0% | -92.3% | 0.000% | |
1/7/2025 | Bangor Savings Bank | 1,957 | $27K | 0.0% | N/A | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 106,014 | $1.46M | 0.0% | -19.6% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 37,068 | $516K | 0.0% | -3.9% | 0.000% | |