8/19/2025 | B. Riley Wealth Advisors Inc. | 26,825 | $372K | 0.0% | N/A | 0.000% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 2,363 | $33K | 0.0% | N/A | 0.000% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 114,235 | $1.58M | 0.4% | +15.7% | 0.000% | |
8/15/2025 | MML Investors Services LLC | 442,827 | $6.14M | 0.0% | -2.8% | 0.000% | |
8/15/2025 | Curi Capital LLC | 67,262 | $933K | 0.0% | -4.9% | 0.000% | |
8/15/2025 | Balyasny Asset Management L.P. | 33,771 | $468K | 0.0% | N/A | 0.000% | |
8/15/2025 | Bank of America Corp DE | 773,562 | $10.73M | 0.0% | +6.5% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 356,885 | $4.94M | 0.0% | -12.1% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 984,979 | $13.66M | 0.0% | +0.3% | 0.000% | |
8/14/2025 | Karpus Management Inc. | 176,120 | $2.44M | 0.1% | -27.4% | 0.000% | |
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8/13/2025 | Gamco Investors INC. ET AL | 32,815 | $455K | 0.0% | N/A | 0.000% | |
8/13/2025 | Cresset Asset Management LLC | 85,314 | $1.18M | 0.0% | +2.2% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 1,289,350 | $17.88M | 0.1% | -0.7% | 0.000% | |
8/13/2025 | Invesco Ltd. | 1,518,509 | $21.06M | 0.0% | +3.4% | 0.000% | |
8/13/2025 | WCG Wealth Advisors LLC | 44,476 | $617K | 0.0% | +56.6% | 0.000% | |
8/13/2025 | Beacon Pointe Advisors LLC | 133,369 | $1.85M | 0.0% | +8.4% | 0.000% | |
8/13/2025 | Everstar Asset Management LLC | 25,960 | $360K | 0.2% | -4.1% | 0.000% | |
8/13/2025 | Balanced Wealth Group LLC | 558,514 | $7.70M | 3.3% | +3.2% | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 8,265 | $115K | 0.0% | -33.2% | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 14,927 | $207K | 0.0% | N/A | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 84,237 | $1.17M | 0.0% | -10.4% | 0.000% | |
8/12/2025 | Laurel Wealth Advisors LLC | 5,548 | $77K | 0.0% | +1,287.0% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 277,332 | $3.85M | 0.0% | +16.3% | 0.000% | |
8/12/2025 | Franklin Resources Inc. | 285,795 | $3.96M | 0.0% | -4.2% | 0.000% | |
8/11/2025 | Outlook Wealth Advisors LLC | 136,632 | $1.90M | 0.5% | -1.8% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 95,846 | $1.33M | 0.0% | +44.3% | 0.000% | |
8/8/2025 | Cornerstone Advisors LLC | 165,152 | $2.29M | 0.1% | -34.6% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 93,655 | $1.30M | 0.0% | -8.4% | 0.000% | |
8/8/2025 | Meridian Wealth Management LLC | 78,461 | $1.09M | 0.0% | +10.0% | 0.000% | |
8/8/2025 | Evolution Wealth Advisors LLC | 14,163 | $196K | 0.0% | N/A | 0.000% | |
8/7/2025 | Allworth Financial LP | 10,000 | $139K | 0.0% | +2,400.0% | 0.000% | |
8/6/2025 | Wedbush Securities Inc. | 113,023 | $1.57M | 0.1% | -1.9% | 0.000% | |
8/5/2025 | Obermeyer Wealth Partners | 80,280 | $1.11M | 0.1% | +6.6% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 203,026 | $2.82M | 1.0% | +175.8% | 0.000% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 22,670 | $335K | 0.2% | -4.5% | 0.000% | |
8/4/2025 | Mccarter Private Wealth Services LLC | 24,025 | $333K | 0.2% | N/A | 0.000% | |
8/4/2025 | Kovack Advisors Inc. | 37,132 | $515K | 0.1% | +261.6% | 0.000% | |
8/4/2025 | IFG Advisory LLC | 27,962 | $388K | 0.0% | -17.2% | 0.000% | |
8/1/2025 | Motco | 5,000 | $69K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 299,715 | $4.16M | 0.0% | -2.4% | 0.000% | |
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7/31/2025 | Focus Partners Advisor Solutions LLC | 20,449 | $284K | 0.0% | N/A | 0.000% | |
7/31/2025 | Avion Wealth | 6,161 | $85K | 0.0% | -18.5% | 0.000% | |
7/30/2025 | Paragon Financial Partners Inc. | 923,778 | $12.81M | 8.8% | +13.0% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 20,079 | $279K | 0.0% | +11.6% | 0.000% | |
7/29/2025 | Sims Investment Management LLC | 392,741 | $5.45M | 2.2% | -0.8% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 13,700 | $190K | 0.0% | N/A | 0.000% | |
7/29/2025 | Stableford Capital II LLC | 39,106 | $539K | 0.2% | +7.7% | 0.000% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 10,270 | $142K | 0.0% | -35.2% | 0.000% | |
7/28/2025 | Mutual Advisors LLC | 111,956 | $1.54M | 0.0% | -10.0% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 29,590 | $410K | 0.0% | +169.0% | 0.000% | |
7/25/2025 | MGO One Seven LLC | 17,426 | $242K | 0.0% | -14.9% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 4,467 | $62K | 0.0% | N/A | 0.000% | |
7/23/2025 | SteelPeak Wealth LLC | 42,124 | $584K | 0.0% | -5.2% | 0.000% | |
7/22/2025 | Belpointe Asset Management LLC | 21,045 | $292K | 0.0% | -12.7% | 0.000% | |
7/21/2025 | Fortis Capital Advisors LLC | 21,045 | $292K | 0.1% | -12.7% | 0.000% | |
7/21/2025 | Investment Planning Advisors Inc. | 20,925 | $290K | 0.1% | -81.4% | 0.000% | |
7/18/2025 | Naples Global Advisors LLC | 160,688 | $2.23M | 0.2% | -17.1% | 0.000% | |
7/18/2025 | Truist Financial Corp | 283,936 | $3.94M | 0.0% | -3.9% | 0.000% | |
7/17/2025 | HB Wealth Management LLC | 14,600 | $203K | 0.0% | N/A | 0.000% | |
7/15/2025 | Main Street Group LTD | 6,156 | $85K | 0.0% | -38.2% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 56,239 | $780K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 1,047,504,373 | $13.76B | 1.9% | +394,840.4% | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 3,000 | $40K | 0.0% | N/A | 0.000% | |
7/10/2025 | Worth Asset Management LLC | 13,749 | $191K | 0.1% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,295 | $255K | 0.0% | +4.6% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 55,069 | $764K | 0.0% | +4.0% | 0.000% | |
7/9/2025 | Triumph Capital Management | 23,349 | $324K | 0.1% | +3.8% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 35,615 | $494K | 0.1% | -6.9% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 24,098 | $318K | 0.0% | N/A | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 24,098 | $318K | 0.1% | N/A | 0.000% | |
5/19/2025 | Jane Street Group LLC | 11,506 | $152K | 0.0% | N/A | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 70,752 | $935K | 0.0% | +5.7% | 0.000% | |
5/15/2025 | Flputnam Investment Management Co. | 24,628 | $325K | 0.0% | +6.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 350,271 | $4.63M | 0.0% | -0.4% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,298,255 | $17.15M | 0.2% | -1.6% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 162,975 | $2.15M | 0.0% | +26.0% | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 28,400 | $375K | 0.0% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 11,236 | $148K | 0.0% | -8.3% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 63,128 | $834K | 0.0% | +1.6% | 0.000% | |
5/13/2025 | Elequin Capital LP | 15,282 | $202K | 0.0% | N/A | 0.000% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 238,415 | $3.15M | 0.0% | +1,050.0% | 0.000% | |
5/13/2025 | Cresset Asset Management LLC | 83,444 | $1.10M | 0.0% | +2.1% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 49,303 | $651K | 0.0% | +1.8% | 0.000% | |
5/12/2025 | Meridian Wealth Management LLC | 71,360 | $943K | 0.0% | +14.3% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,468,301 | $19.40M | 0.0% | +1.5% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 5,602 | $74K | 0.0% | N/A | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 252,619 | $3.34M | 0.1% | -70.1% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,000 | $145K | 0.0% | -9.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 73,618 | $972K | 0.4% | -61.8% | 0.000% | |
5/8/2025 | US Bancorp DE | 3,075 | $41K | 0.0% | N/A | 0.000% | |
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5/7/2025 | LPL Financial LLC | 1,684,959 | $22.26M | 0.0% | +5.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 102,222 | $1.35M | 0.0% | +4.3% | 0.000% | |
5/6/2025 | Arlington Capital Management Inc. | 11,241 | $148K | 0.1% | -83.7% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 115,266 | $1.52M | 0.1% | -1.0% | 0.000% | |
5/6/2025 | Triumph Capital Management | 22,490 | $297K | 0.1% | +9.0% | 0.000% | |
5/6/2025 | Obermeyer Wealth Partners | 75,280 | $994K | 0.1% | -24.2% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 152,099 | $2.01M | 0.0% | +1.8% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 10,429 | $138K | 0.0% | -8.4% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 5,400 | $71K | 0.0% | +980.0% | 0.000% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 10,213 | $135K | 0.0% | N/A | 0.000% | |