5/1/2025 | Financial Security Advisor Inc. | 11,000 | $256K | 0.1% | +10.0% | 0.000% | |
4/30/2025 | Allworth Financial LP | 9,873 | $218K | 0.0% | +71.3% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 340,309 | $7.92M | 0.1% | -6.7% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 10,031 | $233K | 0.0% | N/A | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 14,025 | $326K | 0.0% | -3.8% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 5,102 | $119K | 0.0% | +25.4% | 0.000% | |
4/28/2025 | Yukon Wealth Management Inc. | 21,265 | $495K | 0.2% | N/A | 0.000% | |
4/25/2025 | Joel Isaacson & Co. LLC | 683,265 | $15.90M | 0.7% | -2.5% | 0.000% | |
4/23/2025 | Spire Wealth Management | 108,027 | $2.51M | 0.1% | +33.4% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 89,002 | $2.07M | 0.0% | -5.0% | 0.000% | |
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4/18/2025 | Cornerstone Wealth Management LLC | 11,090 | $258K | 0.0% | -5.1% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 30,128 | $701K | 0.0% | -10.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 47,445 | $1.10M | 0.0% | +5.9% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 172,920 | $4.02M | 0.0% | -0.5% | 0.000% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 334,560 | $7.79M | 6.3% | +10.9% | 0.000% | |
4/11/2025 | MRA Advisory Group | 82,489 | $1.92M | 1.0% | +2.1% | 0.000% | |
4/10/2025 | Accel Wealth Management | 110,043 | $2.56M | 0.9% | -5.0% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 33,059 | $769K | 0.0% | -10.5% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 4,350 | $101K | 0.0% | +108,650.0% | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 34,905 | $812K | 0.0% | +2,227.0% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 173,812 | $4.18M | 0.0% | -5.1% | 0.000% | |
2/20/2025 | Kingstone Capital Partners Texas LLC | 301,728 | $7.26M | 5.9% | N/A | 0.000% | |
2/19/2025 | Formidable Asset Management LLC | 154,013 | $3.70M | 0.6% | -2.1% | 0.000% | |
2/19/2025 | Richmond Investment Services LLC | 17,216 | $414K | 0.2% | N/A | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 836,447 | $20.12M | 2.7% | -0.4% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 104,962 | $2.52M | 0.0% | +10.0% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 18,835 | $453K | 0.0% | +6.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 880,408 | $21.17M | 0.0% | -6.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 262,575 | $6.31M | 0.0% | +15.8% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 259,818 | $6.24M | 0.1% | -18.9% | 0.000% | |
2/14/2025 | Parvin Asset Management LLC | 2,350 | $57K | 0.1% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 50,091 | $1.21M | 0.0% | +2.6% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 181,673 | $4.37M | 1.7% | -12.1% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 116,951 | $2.81M | 0.0% | +0.7% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 587,126 | $14.12M | 1.1% | +11.4% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 359,498 | $8.65M | 0.1% | +7.9% | 0.000% | |
2/13/2025 | Mariner LLC | 34,523 | $830K | 0.0% | +3.4% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 382,313 | $9.20M | 0.0% | -5.7% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 192,425 | $4.63M | 0.0% | -2.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 675,763 | $16.25M | 0.0% | N/A | 0.000% | |
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2/13/2025 | Invesco Ltd. | 28,468 | $685K | 0.0% | -6.2% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 20,109 | $484K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 644,068 | $15.49M | 0.0% | +2.2% | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 49,291 | $1.19M | 0.3% | +151.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 394,509 | $9.49M | 0.0% | +27.3% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 219,845 | $5.29M | 0.1% | +2.4% | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 30,524 | $734K | 0.0% | -10.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 197,965 | $4.76M | 0.0% | +1.4% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 14,544 | $350K | 0.0% | -3.5% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 49,023 | $1.18M | 0.0% | -3.3% | 0.000% | |
2/7/2025 | Founders Financial Alliance LLC | 31,227 | $751K | 0.2% | +2.7% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 529,147 | $12.73M | 0.5% | -26.9% | 0.000% | |
2/7/2025 | Sowell Financial Services LLC | 33,716 | $811K | 0.0% | -2.4% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 20,912 | $503K | 0.0% | +6.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 675,763 | $16.25M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 93,783 | $2.26M | 0.0% | +11.7% | 0.000% | |
2/6/2025 | Meridian Wealth Management LLC | 28,419 | $683K | 0.0% | +19.8% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 18,002 | $433K | 0.0% | +80.3% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 174,178 | $4.19M | 0.0% | +5.1% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 13,084 | $315K | 0.0% | -4.4% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 27,294 | $674K | 0.0% | -6.9% | 0.000% | |
1/30/2025 | Allworth Financial LP | 5,763 | $142K | 0.0% | +472.3% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 14,676 | $353K | 0.0% | -28.8% | 0.000% | |
1/28/2025 | Joel Isaacson & Co. LLC | 700,564 | $16.85M | 0.8% | -0.3% | 0.000% | |
1/27/2025 | GHP Investment Advisors Inc. | 1,837 | $44K | 0.0% | -37.5% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 364,797 | $8.77M | 0.1% | +0.2% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 14,586 | $351K | 0.0% | +23.8% | 0.000% | |
1/24/2025 | Spire Wealth Management | 80,958 | $1.95M | 0.1% | N/A | 0.000% | |
1/24/2025 | DAVENPORT & Co LLC | 19,779 | $476K | 0.0% | -6.1% | 0.000% | |
1/23/2025 | NorthStar Asset Management LLC NJ | 9,662 | $232K | 0.1% | +4.7% | 0.000% | |
1/21/2025 | Accel Wealth Management | 115,790 | $2.79M | 1.1% | -3.0% | 0.000% | |
1/17/2025 | Commons Capital LLC | 11,797 | $284K | 0.3% | +12.4% | 0.000% | |
1/14/2025 | MRA Advisory Group | 80,786 | $1.94M | 1.0% | +2.3% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 29,312 | $742K | 0.0% | -1.7% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 50,714 | $1.25M | 0.0% | +1.7% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 197,746 | $4.88M | 0.0% | -0.4% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 17,787 | $439K | 0.0% | +67.5% | 0.000% | |
11/13/2024 | Private Trust Co. NA | 4,038 | $100K | 0.0% | +102.2% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 3,000 | $74K | 0.0% | +233.3% | 0.000% | |
11/12/2024 | MGB Wealth Management LLC | 8,967 | $221K | 0.1% | -21.1% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 191,725 | $4.73M | 0.1% | N/A | 0.000% | |
11/12/2024 | Meridian Wealth Management LLC | 23,713 | $585K | 0.0% | +51.9% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 33,980 | $839K | 0.1% | -76.8% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 724,051 | $17.88M | 0.7% | -43.4% | 0.000% | |
11/8/2024 | SMH Capital Advisors Inc. | 9,349 | $231K | 0.7% | -4.8% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 214,788 | $5.30M | 0.1% | +24.4% | 0.000% | |
11/6/2024 | 1776 Wealth LLC | 73,369 | $1.81M | 0.8% | -4.2% | 0.000% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 30,791 | $760K | 0.0% | -6.2% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 117,060 | $2.89M | 0.0% | -39.4% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 206,646 | $5.10M | 1.9% | +16.0% | 0.000% | |
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10/29/2024 | Janney Montgomery Scott LLC | 44,945 | $1.11M | 0.0% | -2.8% | 0.000% | |
10/28/2024 | US Bancorp DE | 8,200 | $202K | 0.0% | -24.3% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 8,467 | $209K | 0.0% | N/A | 0.000% | |
10/24/2024 | GHP Investment Advisors Inc. | 2,939 | $73K | 0.0% | N/A | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 183,203 | $4.52M | 0.0% | +12.9% | 0.000% | |
10/23/2024 | Allworth Financial LP | 1,007 | $25K | 0.0% | -41.8% | 0.000% | |
10/23/2024 | Joel Isaacson & Co. LLC | 702,784 | $17.35M | 0.8% | -3.2% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 165,697 | $4.09M | 0.0% | -3.1% | 0.000% | |
10/21/2024 | Denver Wealth Management Inc. | 23,108 | $571K | 0.3% | -6.9% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 20,612 | $509K | 0.0% | N/A | 0.000% | |