5/1/2025 | Pointe Capital Management LLC | 159,532 | $1.30M | 0.8% | -4.3% | 0.000% | |
5/1/2025 | Hughes Financial Services LLC | 3,630 | $30K | 0.0% | N/A | 0.000% | |
5/1/2025 | Focused Wealth Management Inc | 550,333 | $4.48M | 0.6% | +3.8% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 21,500 | $175K | 0.0% | -15.9% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 20,623 | $168K | 0.0% | +7.8% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 23,885 | $194K | 0.1% | N/A | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 284,913 | $2.32M | 0.0% | +20.4% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 587,673 | $4.78M | 0.1% | +4.1% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 17,002 | $138K | 0.0% | -15.0% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 60,982 | $496K | 0.0% | -3.8% | 0.000% | |
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4/24/2025 | Allspring Global Investments Holdings LLC | 1,535,852 | $12.50M | 0.0% | -2.1% | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 23,345 | $190K | 0.0% | -19.1% | 0.000% | |
4/23/2025 | Global Assets Advisory LLC | 27,950 | $217K | 0.0% | +100.3% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 72,839 | $593K | 0.0% | +32.8% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 21,717 | $177K | 0.0% | +9.6% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 312,908 | $2.55M | 0.0% | +11.8% | 0.000% | |
4/22/2025 | Advisor Resource Council | 127,752 | $1.04M | 0.1% | N/A | 0.000% | |
4/21/2025 | Barrett & Company Inc. | 4,350 | $35K | 0.0% | N/A | 0.000% | |
4/18/2025 | Clarius Group LLC | 107,906 | $878K | 0.1% | +524.9% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 20,591 | $168K | 0.0% | -9.7% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 624,054 | $5.08M | 0.0% | -5.0% | 0.000% | |
4/17/2025 | Traphagen Investment Advisors LLC | 12,250 | $100K | 0.0% | N/A | 0.000% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 93,772 | $763K | 0.6% | +6.1% | 0.000% | |
4/17/2025 | David J Yvars Group | 51,684 | $421K | 0.3% | +3.0% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 56,789 | $462K | 0.0% | +26.4% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 239,044 | $1.95M | 0.0% | +14.5% | 0.000% | |
4/14/2025 | KMG Fiduciary Partners LLC | 262,660 | $2.14M | 0.2% | +117.1% | 0.000% | |
4/10/2025 | Diligent Investors LLC | 31,274 | $255K | 0.1% | +12.6% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 59,464 | $484K | 0.0% | +4.0% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 43,551 | $355K | 0.3% | +19.9% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 7,978 | $64K | 0.0% | +113,871.4% | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 11,070 | $90K | 0.0% | +3,184.9% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 44,914 | $367K | 0.0% | +3.0% | 0.000% | |
3/12/2025 | Centaurus Financial Inc. | 103,087 | $842K | 0.1% | -1.5% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 17,808 | $145K | 0.0% | -79.9% | 0.000% | |
2/25/2025 | Polar Asset Management Partners Inc. | 236,120 | $1.93M | 0.0% | N/A | 0.000% | |
2/19/2025 | Formidable Asset Management LLC | 1,050,162 | $8.58M | 1.4% | -1.4% | 0.000% | |
2/18/2025 | Western Wealth Management LLC | 26,297 | $215K | 0.1% | -8.8% | 0.000% | |
2/18/2025 | Sunbelt Securities Inc. | 42,606 | $349K | 0.0% | -30.7% | 0.000% | |
2/18/2025 | Elequin Capital LP | 16,653 | $136K | 0.0% | N/A | 0.000% | |
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2/18/2025 | First Heartland Consultants Inc. | 12,826 | $105K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 13,986 | $114K | 0.0% | N/A | 0.000% | |
2/17/2025 | Polar Asset Management Partners Inc. | 236,120 | $1.93M | 0.0% | N/A | 0.000% | |
2/17/2025 | Quantedge Capital Pte Ltd | 20,800 | $170K | 0.1% | -70.7% | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 330,158 | $2.70M | 0.9% | -15.8% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 68,154 | $583K | 0.0% | +5.5% | 0.000% | |
2/17/2025 | Diligent Investors LLC | 27,774 | $227K | 0.1% | -10.9% | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 13,633 | $111K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 411,174 | $3.36M | 0.2% | +2.1% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 211,221 | $1.73M | 0.0% | -6.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,625,698 | $21.45M | 0.0% | +1.5% | 0.000% | |
2/17/2025 | Bearing Point Capital LLC | 86,000 | $703K | 0.1% | N/A | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 803,820 | $6.57M | 0.0% | -1.5% | 0.000% | |
2/14/2025 | South Plains Financial Inc. | 8,067 | $66K | 0.1% | N/A | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 1,219,230 | $9.96M | 0.2% | -28.6% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 38,066 | $311K | 0.0% | -8.3% | 0.000% | |
2/14/2025 | Comerica Bank | 173,919 | $1.42M | 0.0% | -3.2% | 0.000% | |
2/14/2025 | Northern Trust Corp | 34,138 | $279K | 0.0% | -45.6% | 0.000% | |
2/14/2025 | Prosperity Consulting Group LLC | 584,949 | $4.78M | 0.4% | +17.7% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 27,165 | $222K | 0.0% | +38.0% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 98,989 | $809K | 0.0% | -6.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 1,187,659 | $9.70M | 0.0% | +5.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 357,913 | $2.92M | 1.1% | +0.4% | 0.000% | |
2/14/2025 | Commerce Bank | 34,731 | $284K | 0.0% | +3.6% | 0.000% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 34,831 | $285K | 0.1% | -9.1% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 2,650,494 | $21.66M | 1.7% | -5.3% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 101,084 | $826K | 0.0% | +7.3% | 0.000% | |
2/13/2025 | Main Street Financial Solutions LLC | 32,227 | $263K | 0.0% | -11.5% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,120,859 | $9.16M | 0.1% | +83.8% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 48,750 | $398K | 0.0% | N/A | 0.000% | |
2/13/2025 | Mariner LLC | 14,274 | $117K | 0.0% | -18.4% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 1,099,690 | $8.98M | 0.0% | -5.8% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 394,793 | $3.23M | 0.0% | +5.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 2,213,111 | $18.08M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 4,400,170 | $35.95M | 0.0% | +1.2% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 236,601 | $1.93M | 0.0% | -1.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,257,618 | $10.28M | 0.0% | -4.9% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 47,914 | $391K | 0.0% | -45.2% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 326,929 | $2.67M | 0.9% | +6.3% | 0.000% | |
2/12/2025 | Blair William & Co. IL | 204,269 | $1.67M | 0.0% | -1.4% | 0.000% | |
2/12/2025 | Morey & Quinn Wealth Partners LLC | 88,372 | $722K | 0.6% | N/A | 0.000% | |
2/11/2025 | CoreFirst Bank & Trust | 4,000 | $33K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 862,464 | $7.05M | 0.0% | +7.1% | 0.000% | |
2/11/2025 | Millstone Evans Group LLC | 6,390 | $52K | 0.0% | N/A | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,452,948 | $11.87M | 0.2% | +4.8% | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 65,180 | $533K | 0.0% | -3.6% | 0.000% | |
2/10/2025 | one8zero8 LLC | 133,250 | $1.09M | 0.2% | N/A | 0.000% | |
2/10/2025 | Natixis Advisors LLC | 27,713 | $226K | 0.0% | +7.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,132,035 | $9.25M | 0.0% | +1.7% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 24,059 | $197K | 0.0% | -25.8% | 0.000% | |
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2/10/2025 | Farther Finance Advisors LLC | 36,165 | $295K | 0.0% | +21.0% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 759,415 | $6.20M | 0.0% | -2.6% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 65,212 | $533K | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 100,849 | $824K | 0.0% | -5.8% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 12,197 | $103K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 2,213,111 | $18.08M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 180,627 | $1.48M | 0.0% | -1.4% | 0.000% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 9,900 | $81K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 54,847 | $448K | 0.0% | +41.6% | 0.000% | |
2/5/2025 | Pointe Capital Management LLC | 166,632 | $1.36M | 0.8% | +2.9% | 0.000% | |