8/5/2025 | Rareview Capital LLC | 98,637 | $1.86M | 1.2% | -9.3% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 77,756 | $1.46M | 0.5% | +11.2% | 0.000% | |
8/4/2025 | Kovack Advisors Inc. | 18,356 | $345K | 0.0% | N/A | 0.000% | |
8/4/2025 | Spire Wealth Management | 7,606 | $143K | 0.0% | -18.8% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 57,786 | $1.09M | 0.0% | -19.7% | 0.000% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 66,077 | $1.24M | 0.2% | +2.8% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 144,811 | $2.73M | 0.0% | +7.5% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 17,231 | $324K | 0.0% | N/A | 0.000% | |
7/25/2025 | MGO One Seven LLC | 406,961 | $7.66M | 0.2% | +4.7% | 0.000% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 14,792 | $278K | 0.2% | -4.8% | 0.000% | |
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7/18/2025 | Consolidated Portfolio Review Corp | 111,540 | $2.10M | 0.3% | -3.6% | 0.000% | |
7/18/2025 | Cooper Financial Group | 48,252 | $872K | 0.1% | +366.3% | 0.000% | |
7/18/2025 | Truist Financial Corp | 16,729 | $315K | 0.0% | -4.8% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 12,701 | $239K | 0.0% | -20.3% | 0.000% | |
7/17/2025 | Sterneck Capital Management LLC | 15,155 | $285K | 0.1% | -7.0% | 0.000% | |
7/16/2025 | Magnus Financial Group LLC | 32,248 | $607K | 0.1% | -76.7% | 0.000% | |
7/11/2025 | Silver Oak Securities Incorporated | 12,461 | $235K | 0.0% | N/A | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 13,684 | $258K | 0.0% | N/A | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 3,809 | $72K | 0.0% | N/A | 0.000% | |
7/7/2025 | RDA Financial Network | 29,168 | $549K | 0.1% | -3.3% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,863 | $108K | 0.0% | +237.3% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 15,596 | $287K | 0.0% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 3,256 | $60K | 0.0% | N/A | 0.000% | |
5/16/2025 | Polar Asset Management Partners Inc. | 47,115 | $866K | 0.0% | -56.6% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 781,045 | $14.36M | 0.0% | +3.5% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 143,482 | $2.64M | 0.0% | +125.2% | 0.000% | |
5/14/2025 | Comerica Bank | 32,372 | $595K | 0.0% | -10.1% | 0.000% | |
5/13/2025 | Ethos Financial Group LLC | 32,828 | $604K | 0.1% | N/A | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 335,240 | $6.17M | 0.1% | +276.4% | 0.000% | |
5/12/2025 | Invesco Ltd. | 659,511 | $12.13M | 0.0% | -20.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 69,925 | $1.29M | 0.5% | -24.9% | 0.000% | |
5/8/2025 | MGO One Seven LLC | 388,512 | $7.15M | 0.3% | +23.5% | 0.000% | |
5/7/2025 | LPL Financial LLC | 746,943 | $13.74M | 0.0% | +7.7% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 108,776 | $2M | 1.3% | -1.6% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 33,100 | $609K | 0.0% | -6.2% | 0.000% | |
5/1/2025 | Harmony Asset Management LLC | 10,317 | $190K | 0.1% | -5.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 71,982 | $1.32M | 0.0% | -3.7% | 0.000% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 64,269 | $1.18M | 0.2% | +4.7% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 134,751 | $2.48M | 0.0% | -1.3% | 0.000% | |
4/23/2025 | Spire Wealth Management | 9,370 | $172K | 0.0% | +11.5% | 0.000% | |
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4/23/2025 | Saxony Capital Management LLC | 26,850 | $494K | 0.4% | -6.1% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 67,504 | $1.24M | 0.0% | +7.8% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,331 | $245K | 0.0% | -10.0% | 0.000% | |
4/22/2025 | PFG Investments LLC | 34,906 | $642K | 0.0% | -7.8% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,944 | $293K | 0.0% | +46.7% | 0.000% | |
4/16/2025 | Delta Capital Management LLC | 27,340 | $503K | 0.2% | -8.4% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 1,750 | $32K | 0.0% | +84.2% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 42,653 | $784K | 0.0% | -3.4% | 0.000% | |
4/11/2025 | Magnus Financial Group LLC | 138,551 | $2.55M | 0.2% | +5.1% | 0.000% | |
4/11/2025 | Intellectus Partners LLC | 25,342 | $466K | 0.1% | +46.7% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 170,741 | $3.14M | 0.1% | -1.7% | 0.000% | |
4/10/2025 | First Financial Corp IN | 8,652 | $159K | 0.1% | -8.8% | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 166,498 | $3.06M | 0.2% | -13.8% | 0.000% | |
3/12/2025 | Centaurus Financial Inc. | 60,944 | $1.10M | 0.1% | -18.1% | 0.000% | |
2/25/2025 | Polar Asset Management Partners Inc. | 108,593 | $1.96M | 0.0% | N/A | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 8,350 | $157K | 0.1% | N/A | 0.000% | |
2/18/2025 | Elequin Capital LP | 2,692 | $48K | 0.0% | N/A | 0.000% | |
2/17/2025 | Royal Bank of Canada | 754,823 | $13.59M | 0.0% | +7.2% | 0.000% | |
2/17/2025 | Polar Asset Management Partners Inc. | 108,593 | $1.96M | 0.0% | N/A | 0.000% | |
2/17/2025 | Main Street Group LTD | 1,450 | $26K | 0.0% | -49.6% | 0.000% | |
2/17/2025 | Millennium Management LLC | 23,282 | $419K | 0.0% | -65.6% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 35,304 | $635K | 0.0% | +61.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 136,310 | $2.45M | 0.0% | -1.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 234,243 | $4.24M | 0.0% | +4.3% | 0.000% | |
2/14/2025 | Bison Wealth LLC | 10,053 | $181K | 0.0% | -48.7% | 0.000% | |
2/14/2025 | Comerica Bank | 36,006 | $648K | 0.0% | +11.0% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 24,555 | $445K | 0.0% | +2.9% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 314,519 | $5.66M | 0.2% | -0.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 61,811 | $1.11M | 0.0% | +6.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 93,141 | $1.69M | 0.6% | -20.1% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 32,509 | $585K | 0.0% | +12.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 133,727 | $2.41M | 0.0% | +19.1% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 35,242 | $634K | 0.0% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 21,525 | $387K | 0.0% | -12.3% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 97,211 | $1.75M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 830,895 | $14.96M | 0.0% | +25.9% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 74,741 | $1.35M | 0.0% | -4.2% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,008,899 | $18.16M | 0.0% | +5.8% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 16,334 | $294K | 0.0% | N/A | 0.000% | |
2/12/2025 | Morey & Quinn Wealth Partners LLC | 15,542 | $280K | 0.2% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 693,772 | $12.49M | 0.0% | +5.1% | 0.000% | |
2/10/2025 | Rareview Capital LLC | 110,576 | $2.16M | 1.6% | -21.1% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 45,855 | $825K | 0.0% | +9.0% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 18,334 | $330K | 0.0% | +5.3% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 14,781 | $266K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 97,211 | $1.75M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 23,416 | $421K | 0.0% | -2.9% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 62,619 | $1.13M | 0.0% | -15.1% | 0.000% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 42,700 | $774K | 0.0% | +19.9% | 0.000% | |
2/4/2025 | Rothschild Investment LLC | 193,198 | $3.48M | 0.2% | -3.0% | 0.000% | |
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1/31/2025 | Atria Wealth Solutions Inc. | 10,476 | $189K | 0.0% | -63.1% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 136,563 | $2.46M | 0.0% | -0.7% | 0.000% | |
1/31/2025 | Truist Financial Corp | 29,388 | $529K | 0.0% | -36.5% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 13,746 | $257K | 0.0% | -32.4% | 0.000% | |
1/30/2025 | Principal Securities Inc. | 69,203 | $1.25M | 0.0% | +8.0% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 109,241 | $1.97M | 0.0% | -15.5% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 115,172 | $2.07M | 0.3% | +2.8% | 0.000% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 61,393 | $1.11M | 0.2% | -6.1% | 0.000% | |
1/24/2025 | Spire Wealth Management | 8,400 | $151K | 0.0% | -10.9% | 0.000% | |
1/23/2025 | Saxony Capital Management LLC | 28,600 | $515K | 0.5% | -10.9% | 0.000% | |