10/10/2025 | Focused Wealth Management Inc | 550,720 | $5.01M | 0.5% | +0.3% | 0.000% | |
10/10/2025 | Focus Financial Network Inc. | 31,371 | $285K | 0.0% | +6.8% | 0.000% | |
10/10/2025 | KMG Fiduciary Partners LLC | 294,238 | $2.68M | 0.2% | +0.7% | 0.000% | |
10/8/2025 | Integrated Capital Management Inc. | 47,930 | $436K | 0.3% | +3.8% | 0.000% | |
9/22/2025 | Caldwell Trust Co | 6,749 | $59K | 0.0% | N/A | 0.000% | |
9/4/2025 | Osaic Holdings Inc. | 496,064 | $4.34M | 0.0% | +3.1% | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 91,793 | $803K | 0.0% | -9.2% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 17,256 | $151K | 0.0% | N/A | 0.000% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 15,708 | $137K | 0.0% | N/A | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 38,403 | $336K | 0.0% | +113.3% | 0.000% | |
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8/15/2025 | WFA of San Diego LLC | 6,650 | $58K | 0.0% | N/A | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 662,922 | $5.80M | 0.2% | -3.4% | 0.000% | |
8/15/2025 | MML Investors Services LLC | 64,075 | $561K | 0.0% | +4.0% | 0.000% | |
8/15/2025 | Mendel Capital Management LLC | 26,700 | $234K | 0.1% | -20.3% | 0.000% | |
8/15/2025 | EP Wealth Advisors LLC | 69,090 | $605K | 0.0% | N/A | 0.000% | |
8/15/2025 | Benjamin Edwards Inc. | 32,860 | $288K | 0.0% | +7.3% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 2,700,110 | $23.63M | 0.0% | +1.6% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 952,594 | $8.32M | 0.0% | +9.2% | 0.000% | |
8/15/2025 | AQR Arbitrage LLC | 88,564 | $775K | 0.0% | -86.6% | 0.000% | |
8/14/2025 | MGB Wealth Management LLC | 55,968 | $490K | 0.2% | -50.3% | 0.000% | |
8/14/2025 | Jane Street Group LLC | 129,360 | $1.13M | 0.0% | +264.7% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 2,307,951 | $20.20M | 0.0% | +3.1% | 0.000% | |
8/14/2025 | Karpus Management Inc. | 1,858,987 | $16.27M | 0.5% | -25.2% | 0.000% | |
8/14/2025 | Heritage Wealth Management Inc. | 20,135 | $176K | 0.1% | -15.7% | 0.000% | |
8/14/2025 | Cerity Partners LLC | 280,010 | $2.45M | 0.0% | +1,202.4% | 0.000% | |
8/13/2025 | Brown Advisory Inc. | 29,279 | $256K | 0.0% | +85.6% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 1,205,373 | $10.55M | 0.1% | +7.2% | 0.000% | |
8/13/2025 | Invesco Ltd. | 3,920,321 | $34.30M | 0.0% | -9.8% | 0.000% | |
8/13/2025 | Lido Advisors LLC | 13,209 | $116K | 0.0% | N/A | 0.000% | |
8/13/2025 | Colonial Trust Advisors | 10,685 | $93K | 0.0% | N/A | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 172,097 | $1.51M | 0.0% | -1.6% | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 89,178 | $780K | 0.0% | +33.8% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 1,356,482 | $11.87M | 0.2% | -4.2% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 118,675 | $1.04M | 0.0% | -1.3% | 0.000% | |
8/12/2025 | CreativeOne Wealth LLC | 32,600 | $285K | 0.0% | -14.9% | 0.000% | |
8/11/2025 | Diversified Portfolios Inc. | 19,900 | $174K | 0.0% | N/A | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 392,716 | $3.44M | 0.0% | +4.3% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 192,722 | $1.69M | 0.0% | -1.2% | 0.000% | |
8/8/2025 | Calamos Advisors LLC | 56,104 | $491K | 0.0% | -8.0% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 60,304 | $528K | 0.0% | -40.6% | 0.000% | |
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8/7/2025 | Retirement Solution LLC | 18,693 | $164K | 0.0% | N/A | 0.000% | |
8/7/2025 | Allworth Financial LP | 118,283 | $1.04M | 0.0% | +5,259.4% | 0.000% | |
8/6/2025 | Prospera Financial Services Inc | 12,173 | $107K | 0.0% | -29.1% | 0.000% | |
8/6/2025 | Penserra Capital Management LLC | 605,566 | $5.30M | 0.1% | +3.0% | 0.000% | |
8/6/2025 | Atlantic Union Bankshares Corp | 6,500 | $57K | 0.0% | N/A | 0.000% | |
8/6/2025 | Moors & Cabot Inc. | 21,162 | $185K | 0.0% | -22.5% | 0.000% | |
8/5/2025 | Prosperity Consulting Group LLC | 653,612 | $5.72M | 0.4% | +8.2% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 41,840 | $366K | 0.1% | N/A | 0.000% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,126 | $115K | 0.0% | N/A | 0.000% | |
8/4/2025 | Kovack Advisors Inc. | 52,949 | $463K | 0.0% | +12.7% | 0.000% | |
8/4/2025 | IFG Advisory LLC | 20,937 | $183K | 0.0% | N/A | 0.000% | |
8/4/2025 | Amplius Wealth Advisors LLC | 31,500 | $276K | 0.0% | +57.5% | 0.000% | |
8/4/2025 | Impact Partnership Wealth LLC | 10,125 | $89K | 0.0% | N/A | 0.000% | |
8/4/2025 | HBK Sorce Advisory LLC | 28,301 | $248K | 0.0% | +21.2% | 0.000% | |
8/4/2025 | Spire Wealth Management | 6,992 | $61K | 0.0% | -18.8% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 71,954 | $630K | 0.0% | +12.9% | 0.000% | |
7/29/2025 | SAM Advisors LLC | 507,381 | $4.44M | 1.5% | N/A | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 21,801 | $191K | 0.0% | +5.7% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 12,800 | $112K | 0.0% | +28.6% | 0.000% | |
7/28/2025 | IFC Advisors LLC | 66,534 | $582K | 0.1% | N/A | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 63,736 | $558K | 0.0% | +90.7% | 0.000% | |
7/25/2025 | Integrated Capital Management Inc. | 46,175 | $404K | 0.3% | +6.0% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 1,275,194 | $11.16M | 0.0% | -17.0% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 25,952 | $227K | 0.0% | +5.3% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 2,971 | $26K | 0.0% | +74.8% | 0.000% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 104,187 | $912K | 0.7% | +11.1% | 0.000% | |
7/23/2025 | Sax Wealth Advisors LLC | 17,242 | $151K | 0.0% | +54.7% | 0.000% | |
7/23/2025 | SteelPeak Wealth LLC | 107,434 | $940K | 0.0% | -4.9% | 0.000% | |
7/22/2025 | MBL Wealth LLC | 19,150 | $168K | 0.0% | N/A | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 10,771 | $94K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 48,497 | $424K | 0.0% | -32.5% | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,230 | $133K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 191,038 | $1.67M | 0.0% | -3.6% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 636,755 | $5.57M | 0.0% | +2.0% | 0.000% | |
7/16/2025 | MKT Advisors LLC | 33,211 | $292K | 0.1% | -4.9% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 59,525 | $521K | 0.0% | -23.0% | 0.000% | |
7/15/2025 | Focused Wealth Management Inc | 548,803 | $4.80M | 0.6% | -0.3% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 235,465 | $2.06M | 0.0% | -1.5% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 46,091 | $403K | 0.0% | +24.1% | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 4,623 | $40K | 0.0% | N/A | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 24,738 | $216K | 0.0% | -9.9% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 6,452,996 | $52.08M | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 63,171 | $561K | 0.0% | +11.2% | 0.000% | |
7/10/2025 | KMG Fiduciary Partners LLC | 292,159 | $2.56M | 0.2% | +11.2% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 29,381 | $257K | 0.0% | +20.1% | 0.000% | |
7/9/2025 | David J Yvars Group | 55,489 | $485K | 0.3% | +7.4% | 0.000% | |
7/9/2025 | Post Resch Tallon Group Inc. | 39,871 | $349K | 0.3% | +27.7% | 0.000% | |
7/8/2025 | Northstar Advisory Group LLC | 102,214 | $894K | 0.4% | +3.0% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 9,819 | $86K | 0.0% | +68.2% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 40,543 | $330K | 0.0% | -40.5% | 0.000% | |
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5/19/2025 | Jane Street Group LLC | 35,469 | $289K | 0.0% | N/A | 0.000% | |
5/16/2025 | Polar Asset Management Partners Inc. | 296,350 | $2.41M | 0.1% | +25.5% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 662,027 | $5.31M | 0.1% | -45.7% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 1,415,946 | $11.53M | 0.2% | -2.5% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 2,207,936 | $17.97M | 1.4% | -16.7% | 0.000% | |
5/15/2025 | Ashton Thomas Securities LLC | 17,764 | $145K | 0.0% | +18.1% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 1,406,094 | $11.45M | 0.0% | +11.1% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 10,261 | $84K | 0.0% | N/A | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 38,300 | $312K | 0.0% | -21.4% | 0.000% | |
5/14/2025 | Comerica Bank | 168,587 | $1.37M | 0.0% | -3.1% | 0.000% | |