8/8/2025 | Rockefeller Capital Management L.P. | 204,703 | $1.19M | 0.0% | +1.3% | 0.067% | |
8/8/2025 | Cetera Investment Advisers | 601,262 | $3.50M | 0.0% | +4.8% | 0.196% | |
8/8/2025 | Meridian Wealth Management LLC | 16,264 | $95K | 0.0% | +15.6% | 0.005% | |
8/8/2025 | Thompson Davis & CO. Inc. | 13,000 | $76K | 0.0% | N/A | 0.004% | |
8/8/2025 | Good Life Advisors LLC | 22,161 | $129K | 0.0% | +10.0% | 0.007% | |
8/7/2025 | Allworth Financial LP | 38,908 | $226K | 0.0% | +620.3% | 0.013% | |
8/7/2025 | Midwest Trust Co | 52,810 | $307K | 0.0% | N/A | 0.017% | |
8/6/2025 | Wedbush Securities Inc. | 113,984 | $663K | 0.0% | -6.2% | 0.037% | |
8/6/2025 | Golden State Wealth Management LLC | 339,861 | $1.98M | 0.2% | -34.5% | 0.111% | |
8/4/2025 | IFG Advisory LLC | 31,486 | $183K | 0.0% | +11.7% | 0.010% | |
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8/1/2025 | Motco | 22,318 | $130K | 0.0% | -26.4% | 0.007% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 20,302 | $118K | 0.0% | -51.6% | 0.007% | |
8/1/2025 | MorganRosel Wealth Management LLC | 6,246 | $36K | 0.0% | N/A | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 457,149 | $2.66M | 0.0% | +761.9% | 0.149% | |
7/31/2025 | Darden Wealth Group Inc | 57,000 | $332K | 0.2% | -8.1% | 0.019% | |
7/31/2025 | Moloney Securities Asset Management LLC | 15,832 | $92K | 0.0% | N/A | 0.005% | |
7/29/2025 | Stratos Wealth Partners LTD. | 110,735 | $644K | 0.0% | +14.6% | 0.036% | |
7/29/2025 | Aire Advisors LLC | 11,813 | $69K | 0.0% | N/A | 0.004% | |
7/28/2025 | Evernest Financial Advisors LLC | 19,855 | $116K | 0.0% | -45.9% | 0.006% | |
7/28/2025 | Triton Wealth Management PLLC | 11,031 | $66K | 0.0% | N/A | 0.004% | |
7/25/2025 | Atria Wealth Solutions Inc. | 42,033 | $245K | 0.0% | -51.4% | 0.014% | |
7/25/2025 | Valley Brook Capital Group Inc. | 115,836 | $674K | 0.5% | +2.7% | 0.038% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 64,836 | $377K | 0.0% | +4.9% | 0.021% | |
7/22/2025 | Accel Wealth Management | 364,694 | $2.12M | 0.7% | +1.2% | 0.119% | |
7/21/2025 | Ameritas Advisory Services LLC | 9,856 | $57K | 0.0% | -60.1% | 0.003% | |
7/21/2025 | Cornell Pochily Investment Advisors Inc. | 29,580 | $172K | 0.1% | N/A | 0.010% | |
7/18/2025 | PFG Investments LLC | 92,692 | $539K | 0.0% | +7.1% | 0.030% | |
7/18/2025 | Consolidated Portfolio Review Corp | 112,532 | $655K | 0.1% | -17.7% | 0.037% | |
7/17/2025 | Janney Montgomery Scott LLC | 147,684 | $860K | 0.0% | +6.9% | 0.048% | |
7/16/2025 | Register Financial Advisors LLC | 22,637 | $132K | 0.1% | +81.1% | 0.007% | |
7/11/2025 | Silver Oak Securities Incorporated | 60,770 | $354K | 0.0% | -5.7% | 0.020% | |
7/11/2025 | Kapstone Financial Advisors LLC | 21,080 | $123K | 0.1% | +80.9% | 0.007% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 123,298,660 | $674.59M | 0.1% | +456,629.4% | 40.131% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 99,274 | $589K | 0.0% | -2.5% | 0.032% | |
7/1/2025 | Legacy Wealth Management LLC MS | 52,739 | $307K | 0.1% | +184.3% | 0.017% | |
5/20/2025 | Belpointe Asset Management LLC | 13,421 | $74K | 0.0% | N/A | 0.004% | |
5/20/2025 | Focus Partners Wealth | 21,905 | $121K | 0.0% | N/A | 0.007% | |
5/19/2025 | Jane Street Group LLC | 18,931 | $104K | 0.0% | -33.4% | 0.006% | |
5/16/2025 | NewEdge Advisors LLC | 36,706 | $202K | 0.0% | -6.9% | 0.012% | |
5/15/2025 | Royal Bank of Canada | 516,514 | $2.85M | 0.0% | -7.9% | 0.168% | |
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5/15/2025 | Baird Financial Group Inc. | 30,548 | $168K | 0.0% | -84.5% | 0.010% | |
5/14/2025 | Gamco Investors INC. ET AL | 847,105 | $4.67M | 0.1% | +0.6% | 0.276% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,850 | $43K | 0.0% | +472.6% | 0.003% | |
5/13/2025 | Valley Brook Capital Group Inc. | 112,836 | $622K | 0.5% | +14.2% | 0.037% | |
5/13/2025 | Philadelphia Trust Co. | 1,144,244 | $6.31M | 0.5% | -4.3% | 0.372% | |
5/12/2025 | Benjamin Edwards Inc. | 31,805 | $175K | 0.0% | N/A | 0.010% | |
5/12/2025 | Evernest Financial Advisors LLC | 36,710 | $202K | 0.1% | -60.6% | 0.012% | |
5/9/2025 | Atria Wealth Solutions Inc. | 86,415 | $476K | 0.0% | -9.1% | 0.028% | |
5/9/2025 | Scotia Capital Inc. | 458,084 | $2.52M | 0.0% | -3.1% | 0.149% | |
5/9/2025 | PNC Financial Services Group Inc. | 8,251 | $45K | 0.0% | +194.3% | 0.003% | |
5/7/2025 | LPL Financial LLC | 3,474,636 | $19.15M | 0.0% | -1.3% | 1.131% | |
5/7/2025 | Motco | 30,318 | $167K | 0.0% | +35.8% | 0.010% | |
5/6/2025 | Cetera Investment Advisers | 573,601 | $3.16M | 0.0% | +13.5% | 0.187% | |
5/6/2025 | Wedbush Securities Inc. | 121,478 | $669K | 0.0% | +4.0% | 0.040% | |
5/6/2025 | SYM FINANCIAL Corp | 11,185 | $62K | 0.0% | -22.8% | 0.004% | |
5/6/2025 | Flynn Zito Capital Management LLC | 88,806 | $489K | 0.2% | +243.5% | 0.029% | |
5/5/2025 | J.W. Cole Advisors Inc. | 720,307 | $3.97M | 0.1% | +3,654.1% | 0.234% | |
5/5/2025 | PCG Wealth Advisors LLC | 11,920 | $66K | 0.0% | -24.6% | 0.004% | |
5/5/2025 | Private Advisor Group LLC | 188,848 | $1.04M | 0.0% | +16.5% | 0.061% | |
4/30/2025 | Cerity Partners LLC | 237,653 | $1.31M | 0.0% | -13.6% | 0.077% | |
4/30/2025 | Stratos Wealth Partners LTD. | 96,620 | $532K | 0.0% | -38.1% | 0.031% | |
4/28/2025 | Novem Group | 10,489 | $58K | 0.0% | N/A | 0.003% | |
4/24/2025 | Golden State Wealth Management LLC | 518,642 | $2.86M | 0.4% | -4.6% | 0.169% | |
4/23/2025 | Golden State Wealth Management LLC | 1,037,271 | $5.72M | 0.4% | +90.8% | 0.338% | |
4/23/2025 | International Assets Investment Management LLC | 397,426 | $2.19M | 0.1% | -4.9% | 0.129% | |
4/23/2025 | Consolidated Portfolio Review Corp | 136,767 | $754K | 0.1% | +11.3% | 0.045% | |
4/23/2025 | Oppenheimer & Co. Inc. | 114,817 | $633K | 0.0% | +55.4% | 0.037% | |
4/22/2025 | PFG Investments LLC | 86,549 | $477K | 0.0% | +3.5% | 0.028% | |
4/17/2025 | Sagespring Wealth Partners LLC | 13,421 | $74K | 0.0% | N/A | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 138,210 | $762K | 0.0% | +93.5% | 0.045% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 101,784 | $561K | 0.0% | -27.4% | 0.033% | |
4/14/2025 | Midland Wealth Advisors LLC | 26,748 | $147K | 0.0% | N/A | 0.009% | |
4/10/2025 | Accel Wealth Management | 360,509 | $1.99M | 0.7% | +4.2% | 0.117% | |
4/9/2025 | NBC Securities Inc. | 39,076 | $215K | 0.0% | +100,094.9% | 0.013% | |
4/3/2025 | Legacy Wealth Management LLC MS | 18,551 | $102K | 0.0% | -75.3% | 0.006% | |
3/19/2025 | Chancellor Financial Group WB LP | 18,375 | $99K | 0.1% | N/A | 0.006% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 140,181 | $754K | 0.0% | +60.2% | 0.046% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 86,084 | $463K | 0.3% | N/A | 0.028% | |
2/21/2025 | Putney Financial Group LLC | 18,679 | $100K | 0.1% | N/A | 0.006% | |
2/20/2025 | Kingstone Capital Partners Texas LLC | 25,376 | $137K | 0.1% | N/A | 0.008% | |
2/18/2025 | Cornerstone Advisory LLC | 17,507 | $97K | 0.0% | N/A | 0.006% | |
2/18/2025 | MidWestOne Financial Group Inc. | 19,142 | $103K | 0.0% | N/A | 0.006% | |
2/18/2025 | Elequin Capital LP | 12,861 | $69K | 0.0% | N/A | 0.004% | |
2/17/2025 | NorthRock Partners LLC | 79,074 | $425K | 0.0% | +119.7% | 0.026% | |
2/17/2025 | CoreCap Advisors LLC | 10,133 | $55K | 0.0% | -40.9% | 0.003% | |
2/17/2025 | Cetera Investment Advisers | 505,444 | $2.72M | 0.0% | +3.2% | 0.167% | |
2/17/2025 | Citadel Advisors LLC | 25,801 | $139K | 0.0% | N/A | 0.009% | |
2/17/2025 | Captrust Financial Advisors | 85,737 | $461K | 0.0% | +31.6% | 0.028% | |
2/17/2025 | Bank of America Corp DE | 591,245 | $3.18M | 0.0% | -14.5% | 0.196% | |
2/17/2025 | Ameriprise Financial Inc. | 10,361 | $56K | 0.0% | -17.4% | 0.003% | |
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2/14/2025 | Jane Street Group LLC | 28,419 | $153K | 0.0% | N/A | 0.009% | |
2/14/2025 | Beacon Pointe Advisors LLC | 30,000 | $161K | 0.0% | +7.1% | 0.010% | |
2/14/2025 | Stifel Financial Corp | 134,162 | $722K | 0.0% | +33.8% | 0.044% | |
2/14/2025 | Shaker Financial Services LLC | 60,643 | $326K | 0.1% | -90.7% | 0.020% | |
2/13/2025 | NewEdge Advisors LLC | 39,406 | $212K | 0.0% | -10.0% | 0.013% | |
2/13/2025 | Gamco Investors INC. ET AL | 841,675 | $4.53M | 0.0% | -0.6% | 0.279% | |
2/13/2025 | Guggenheim Capital LLC | 167,494 | $901K | 0.0% | +162.6% | 0.055% | |
2/13/2025 | Cohen & Steers Inc. | 400,000 | $2.15M | 0.0% | -65.0% | 0.132% | |
2/13/2025 | Philadelphia Trust Co. | 1,195,494 | $6.43M | 0.5% | -1.2% | 0.396% | |
2/13/2025 | Scotia Capital Inc. | 472,658 | $2.54M | 0.0% | -1.5% | 0.156% | |