8/27/2025 | Orion Porfolio Solutions LLC | 27,975 | $417K | 0.0% | +113.5% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 30,379 | $452K | 0.0% | N/A | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 59,038 | $879K | 0.0% | +100.7% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 49,945 | $744K | 0.0% | -45.7% | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 27,975 | $417K | 0.0% | +113.5% | 0.000% | |
8/15/2025 | MML Investors Services LLC | 801,302 | $11.93M | 0.0% | +0.6% | 0.000% | |
8/15/2025 | Great Valley Advisor Group Inc. | 149,327 | $2.22M | 0.0% | +14.2% | 0.000% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 56,531 | $842K | 0.2% | -1.8% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 551,009 | $8.21M | 0.0% | +4.0% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 68,229 | $1.02M | 0.0% | -5.3% | 0.000% | |
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8/14/2025 | Raymond James Financial Inc. | 958,371 | $14.27M | 0.0% | -17.7% | 0.000% | |
8/14/2025 | NewEdge Advisors LLC | 107,752 | $1.60M | 0.0% | +2.4% | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 199,877 | $2.98M | 0.0% | +11.1% | 0.000% | |
8/13/2025 | Fisher Asset Management LLC | 13,964 | $208K | 0.0% | N/A | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,144 | $47K | 0.0% | -70.6% | 0.000% | |
8/12/2025 | Country Trust Bank | 4,000 | $60K | 0.0% | N/A | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 19,747 | $294K | 0.0% | +22.2% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 129,941 | $1.94M | 0.0% | +6.9% | 0.000% | |
8/12/2025 | CreativeOne Wealth LLC | 740,653 | $11.03M | 0.3% | +8.5% | 0.000% | |
8/12/2025 | Global Retirement Partners LLC | 14,510 | $216K | 0.0% | N/A | 0.000% | |
8/11/2025 | Perennial Investment Advisors LLC | 19,489 | $290K | 0.0% | +22.0% | 0.000% | |
8/11/2025 | Semus Wealth Partners LLC | 21,028 | $313K | 0.2% | -3.7% | 0.000% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 227,244 | $3.38M | 0.4% | +4.1% | 0.000% | |
8/11/2025 | Western Wealth Management LLC | 36,808 | $548K | 0.0% | +3.1% | 0.000% | |
8/8/2025 | Kingsview Wealth Management LLC | 11,030 | $164K | 0.0% | N/A | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 679,066 | $10.11M | 0.0% | +12.0% | 0.000% | |
8/8/2025 | Creative Planning | 10,064 | $150K | 0.0% | -54.7% | 0.000% | |
8/8/2025 | Foundations Investment Advisors LLC | 12,904 | $192K | 0.0% | +19.9% | 0.000% | |
8/8/2025 | Richmond Brothers Inc. | 238,400 | $3.55M | 2.3% | +3.6% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 141,449 | $2.11M | 0.0% | +7.2% | 0.000% | |
8/7/2025 | Verus Capital Partners LLC | 1,877,230 | $27.95M | 2.3% | +19.4% | 0.000% | |
8/7/2025 | New England Private Wealth Advisors LLC | 43,327 | $643K | 0.1% | -2.3% | 0.000% | |
8/6/2025 | AE Wealth Management LLC | 24,079 | $359K | 0.0% | +3.6% | 0.000% | |
8/6/2025 | Wedbush Securities Inc. | 176,925 | $2.63M | 0.1% | -2.4% | 0.000% | |
8/5/2025 | Milestone Asset Management LLC | 13,835 | $206K | 0.0% | -88.3% | 0.000% | |
8/5/2025 | Strategic Financial Concepts LLC | 52,357 | $780K | 0.1% | -6.8% | 0.000% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 222,731 | $3.32M | 0.5% | -13.9% | 0.000% | |
8/4/2025 | IFG Advisory LLC | 89,696 | $1.34M | 0.1% | +327.6% | 0.000% | |
8/4/2025 | Daymark Wealth Partners LLC | 12,301 | $183K | 0.0% | N/A | 0.000% | |
8/1/2025 | Petra Financial Advisors Inc. | 445,056 | $6.63M | 4.2% | +108.6% | 0.000% | |
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8/1/2025 | Envestnet Asset Management Inc. | 730,756 | $10.88M | 0.0% | +70.8% | 0.000% | |
7/31/2025 | Moloney Securities Asset Management LLC | 17,825 | $265K | 0.0% | +24.9% | 0.000% | |
7/31/2025 | WFA Asset Management Corp | 21,660 | $323K | 0.2% | +28.9% | 0.000% | |
7/30/2025 | Brookstone Capital Management | 56,269 | $838K | 0.0% | -13.3% | 0.000% | |
7/30/2025 | Retirement Planning Group LLC | 115,420 | $1.72M | 0.1% | +31.0% | 0.000% | |
7/29/2025 | Disciplined Investments LLC | 24,641 | $367K | 0.2% | -21.8% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 42,331 | $630K | 0.0% | +2.9% | 0.000% | |
7/28/2025 | Mutual Advisors LLC | 92,537 | $1.39M | 0.0% | -4.9% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 12,764 | $190K | 0.0% | -6.4% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 60,747 | $905K | 0.0% | -76.4% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 23,214 | $346K | 0.0% | +56.3% | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 424,839 | $6.33M | 0.1% | -41.6% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 34,008 | $506K | 0.0% | +23.0% | 0.000% | |
7/22/2025 | Beacon Financial Advisory LLC | 10,296 | $153K | 0.0% | N/A | 0.000% | |
7/22/2025 | Iron Horse Wealth Management LLC | 2,006 | $30K | 0.0% | N/A | 0.000% | |
7/22/2025 | Realta Investment Advisors | 20,383 | $304K | 0.1% | +5.2% | 0.000% | |
7/18/2025 | PFG Investments LLC | 73,707 | $1.10M | 0.1% | +2.5% | 0.000% | |
7/18/2025 | Truist Financial Corp | 316,322 | $4.71M | 0.0% | +42.6% | 0.000% | |
7/17/2025 | Presper Financial Architects LLC | 50,550 | $753K | 0.6% | N/A | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 283,722 | $4.23M | 0.0% | +7.7% | 0.000% | |
7/15/2025 | LVZ Inc. | 12,682 | $189K | 0.0% | -10.7% | 0.000% | |
7/14/2025 | Buska Wealth Management LLC | 32,589 | $485K | 0.1% | +4.8% | 0.000% | |
7/14/2025 | Capital CS Group LLC | 21,441 | $319K | 0.5% | +4.0% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 19,323 | $288K | 0.0% | +8.0% | 0.000% | |
7/11/2025 | Quad Cities Investment Group LLC | 16,982 | $253K | 0.1% | +8.5% | 0.000% | |
7/11/2025 | Mallini Complete Financial Planning LLC | 38,562 | $574K | 0.5% | +10.0% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 70,038 | $1.04M | 0.0% | +1.3% | 0.000% | |
7/11/2025 | Kapstone Financial Advisors LLC | 11,070 | $165K | 0.1% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 17,953,239 | $288.11M | 0.0% | N/A | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,110 | $33K | 0.0% | N/A | 0.000% | |
7/10/2025 | Secure Asset Management LLC | 433,655 | $6.46M | 1.2% | -2.3% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 55,205 | $822K | 0.0% | +22.4% | 0.000% | |
7/10/2025 | Sovran Advisors LLC | 80,886 | $1.21M | 0.1% | -11.4% | 0.000% | |
7/9/2025 | Fiduciary Alliance LLC | 43,312 | $645K | 0.0% | -3.5% | 0.000% | |
7/2/2025 | Capital Market Strategies LLC | 31,000 | $462K | 0.3% | -12.1% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 24,839 | $387K | 0.0% | +8.8% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 29,413 | $458K | 0.0% | +173.6% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 19,395 | $302K | 0.3% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 105,200 | $1.64M | 0.0% | -0.9% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 186,214 | $2.90M | 0.0% | +15.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 618,447 | $9.63M | 0.0% | +3.0% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 179,925 | $2.80M | 0.0% | +6.5% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 682,671 | $10.63M | 0.3% | +14.4% | 0.000% | |
5/14/2025 | Comerica Bank | 17,387 | $271K | 0.0% | -19.5% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,682 | $166K | 0.0% | +142.3% | 0.000% | |
5/14/2025 | Capital Analysts LLC | 20,195 | $314K | 0.0% | +45.9% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,164,597 | $18.13M | 0.0% | +82.8% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 30,483 | $475K | 0.0% | +22.7% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 114,257 | $1.78M | 0.4% | +7.6% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 257,666 | $4.01M | 0.0% | +145.5% | 0.000% | |
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5/9/2025 | PNC Financial Services Group Inc. | 131,965 | $2.06M | 0.0% | +51.3% | 0.000% | |
5/8/2025 | IFG Advisory LLC | 20,975 | $327K | 0.0% | N/A | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 12,055 | $188K | 0.0% | N/A | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 13,643 | $212K | 0.0% | -29.6% | 0.000% | |
5/8/2025 | Eastern Bank | 4,073 | $63K | 0.0% | N/A | 0.000% | |
5/7/2025 | Pin Oak Investment Advisors Inc. | 3,016 | $48K | 0.0% | +31.6% | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,943,464 | $30.26M | 0.0% | +13.5% | 0.000% | |
5/7/2025 | Semus Wealth Partners LLC | 21,826 | $340K | 0.2% | -20.5% | 0.000% | |
5/7/2025 | Motco | 4,000 | $62K | 0.0% | N/A | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 606,509 | $9.44M | 0.0% | +45.8% | 0.000% | |