5/20/2025 | Focus Partners Wealth | 24,911 | $580K | 0.0% | +53.9% | 0.000% | |
5/16/2025 | Polar Asset Management Partners Inc. | 107,667 | $2.51M | 0.1% | N/A | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 189,517 | $4.36M | 0.1% | -27.1% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 249,128 | $5.80M | 0.1% | +13.3% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 551,772 | $12.84M | 1.0% | -6.0% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 211,404 | $4.92M | 0.0% | -4.3% | 0.000% | |
5/14/2025 | Comerica Bank | 8,451 | $197K | 0.0% | +6.3% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,500 | $58K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 707,832 | $16.47M | 0.0% | +4.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 49,615 | $1.16M | 0.0% | +1.2% | 0.000% | |
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5/12/2025 | Meridian Wealth Management LLC | 33,792 | $786K | 0.0% | +18.9% | 0.000% | |
5/12/2025 | Virtu Financial LLC | 12,251 | $285K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 20,276 | $472K | 0.0% | -28.8% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 34,634 | $806K | 0.2% | +10.9% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 63,725 | $1.48M | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 12,165 | $283K | 0.0% | N/A | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 287,195 | $6.68M | 0.3% | -45.7% | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 17,934 | $424K | 0.2% | +100.0% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,648 | $271K | 0.0% | -11.0% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 288,572 | $6.72M | 2.6% | +58.8% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 21,662 | $504K | 0.0% | +3.6% | 0.000% | |
5/7/2025 | N.E.W. Advisory Services LLC | 2,155 | $50K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 427,680 | $9.95M | 0.0% | +8.4% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 120,034 | $2.79M | 0.0% | +14.4% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,301 | $449K | 0.0% | +32.7% | 0.000% | |
5/5/2025 | Formidable Asset Management LLC | 148,841 | $3.46M | 0.6% | -3.4% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 178,040 | $4.14M | 0.0% | +2.2% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 14,095 | $328K | 0.0% | +3.6% | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 58,852 | $1.37M | 0.4% | +19.4% | 0.000% | |
5/1/2025 | CWM LLC | 6,221 | $145K | 0.0% | +12.2% | 0.000% | |
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% | |
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% | |
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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% | |