8/22/2025 | TT Capital Management LLC | 48,200 | $464K | 0.2% | N/A | 0.000% | |
8/21/2025 | Pathway Financial Advisers LLC | 203,337 | $1.98M | 0.6% | +4.8% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 116,439 | $1.14M | 0.0% | +75.0% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 18,112 | $177K | 0.0% | +25.2% | 0.000% | |
8/15/2025 | MML Investors Services LLC | 992,083 | $9.67M | 0.0% | +0.9% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 484,623 | $4.73M | 0.0% | -22.3% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 827,792 | $8.07M | 0.0% | +0.7% | 0.000% | |
8/14/2025 | Jane Street Group LLC | 58,746 | $573K | 0.0% | N/A | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 177,549 | $1.73M | 0.0% | +4.2% | 0.000% | |
8/14/2025 | HUB Investment Partners LLC | 262,112 | $2.56M | 0.1% | -12.2% | 0.000% | |
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8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 16,000 | $156K | 0.0% | N/A | 0.000% | |
8/13/2025 | Cresset Asset Management LLC | 10,905 | $106K | 0.0% | -18.1% | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 87,526 | $853K | 0.0% | -5.5% | 0.000% | |
8/13/2025 | McGowan Group Asset Management Inc. | 3,773,668 | $36.79M | 4.6% | +13.2% | 0.000% | |
8/13/2025 | Invesco Ltd. | 1,334,394 | $13.01M | 0.0% | +1.9% | 0.000% | |
8/13/2025 | Granite Investment Partners LLC | 53,839 | $525K | 0.0% | +2.0% | 0.000% | |
8/13/2025 | Everstar Asset Management LLC | 16,300 | $159K | 0.1% | -19.7% | 0.000% | |
8/13/2025 | Lido Advisors LLC | 99,760 | $973K | 0.0% | +37.5% | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 113,711 | $1.11M | 0.0% | +5.5% | 0.000% | |
8/13/2025 | Choreo LLC | 50,011 | $488K | 0.0% | -2.9% | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 125,966 | $1.23M | 0.0% | +1.7% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 51,571 | $503K | 0.0% | +15.6% | 0.000% | |
8/12/2025 | Franklin Resources Inc. | 27,346 | $267K | 0.0% | N/A | 0.000% | |
8/11/2025 | Purus Wealth Management LLC | 22,537 | $220K | 0.1% | N/A | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 108,653 | $1.06M | 0.0% | +30.0% | 0.000% | |
8/8/2025 | Marble Harbor Investment Counsel LLC | 32,400 | $316K | 0.0% | -10.0% | 0.000% | |
8/7/2025 | Samalin Investment Counsel LLC | 40,890 | $399K | 0.2% | +9.2% | 0.000% | |
8/7/2025 | Allworth Financial LP | 5,280 | $51K | 0.0% | +10,460.0% | 0.000% | |
8/6/2025 | Prospera Financial Services Inc | 24,084 | $235K | 0.0% | -10.2% | 0.000% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 11,600 | $113K | 0.0% | -68.4% | 0.000% | |
8/4/2025 | Assetmark Inc. | 9,397 | $92K | 0.0% | -19.7% | 0.000% | |
8/4/2025 | World Investment Advisors | 62,975 | $614K | 0.0% | +214.9% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 7,327 | $71K | 0.0% | -95.5% | 0.000% | |
7/30/2025 | Brookstone Capital Management | 20,669 | $202K | 0.0% | +9.1% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 137,527 | $1.34M | 0.1% | +8.4% | 0.000% | |
7/29/2025 | Activest Wealth Management | 188,984 | $1.84M | 0.4% | -4.3% | 0.000% | |
7/25/2025 | Concord Asset Management LLC VA | 32,061 | $313K | 0.0% | N/A | 0.000% | |
7/25/2025 | CWM LLC | 15,262 | $149K | 0.0% | -22.7% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 65,576 | $639K | 0.0% | -11.2% | 0.000% | |
7/23/2025 | L.K. Benson & Company P.C. | 14,035 | $137K | 0.1% | +12.3% | 0.000% | |
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7/22/2025 | Wealthcare Advisory Partners LLC | 22,966 | $224K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 7,670 | $75K | 0.0% | N/A | 0.000% | |
7/18/2025 | QTR Family Wealth LLC | 17,383 | $169K | 0.1% | -11.6% | 0.000% | |
7/18/2025 | Truist Financial Corp | 41,503 | $405K | 0.0% | -29.0% | 0.000% | |
7/17/2025 | Robbins Farley | 95,851 | $935K | 0.4% | +3.1% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 123,730 | $1.21M | 0.0% | -4.4% | 0.000% | |
7/17/2025 | Presper Financial Architects LLC | 82,079 | $800K | 0.6% | N/A | 0.000% | |
7/17/2025 | Covenant Asset Management LLC | 175,024 | $1.71M | 0.3% | +1.6% | 0.000% | |
7/17/2025 | Uncommon Cents Investing LLC | 51,310 | $500K | 0.1% | +40.5% | 0.000% | |
7/16/2025 | Magnus Financial Group LLC | 30,000 | $292K | 0.0% | +50.0% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 23,422 | $228K | 0.0% | -47.1% | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 10,007 | $96K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,016 | $421K | 0.0% | +53.3% | 0.000% | |
7/7/2025 | Trust Co. of Oklahoma | 12,500 | $122K | 0.0% | N/A | 0.000% | |
7/7/2025 | RDA Financial Network | 182,909 | $1.78M | 0.5% | +2.0% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 31,900 | $306K | 0.0% | +47.0% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 64,689 | $620K | 0.6% | N/A | 0.000% | |
5/15/2025 | Royal Bank of Canada | 295,308 | $2.83M | 0.0% | -53.8% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 92,652 | $888K | 0.0% | -2.0% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 37,460 | $359K | 0.1% | +14.0% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 107,786 | $1.03M | 0.0% | +17.7% | 0.000% | |
5/13/2025 | Elequin Capital LP | 4,519 | $43K | 0.0% | N/A | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 53,770 | $515K | 0.0% | -17.3% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,310,147 | $12.55M | 0.0% | +5.9% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 70,651 | $677K | 0.0% | +8.6% | 0.000% | |
5/9/2025 | Marble Harbor Investment Counsel LLC | 36,000 | $345K | 0.0% | -51.3% | 0.000% | |
5/9/2025 | Pathway Financial Advisers LLC | 194,050 | $1.86M | 0.6% | +1.6% | 0.000% | |
5/8/2025 | US Bancorp DE | 4,000 | $38K | 0.0% | +300.0% | 0.000% | |
5/7/2025 | Creekside Partners | 69,696 | $668K | 0.3% | -2.3% | 0.000% | |
5/7/2025 | LPL Financial LLC | 954,053 | $9.14M | 0.0% | +2.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 292,030 | $2.80M | 0.0% | +6.6% | 0.000% | |
5/6/2025 | Kovack Advisors Inc. | 62,510 | $599K | 0.1% | +6.8% | 0.000% | |
5/6/2025 | Choreo LLC | 51,511 | $493K | 0.0% | -6.2% | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 123,844 | $1.19M | 0.0% | +44.0% | 0.000% | |
5/5/2025 | Covenant Asset Management LLC | 172,340 | $1.65M | 0.4% | +3.3% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 276,832 | $2.65M | 0.0% | +1.7% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 13,000 | $125K | 0.0% | +30.0% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 73,878 | $708K | 0.0% | -29.9% | 0.000% | |
4/30/2025 | Ramiah Investment Group | 51,340 | $492K | 0.5% | N/A | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 24,108 | $231K | 0.0% | -64.4% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 99,522 | $953K | 0.0% | +3.7% | 0.000% | |
4/29/2025 | World Investment Advisors | 20,000 | $192K | 0.0% | -37.5% | 0.000% | |
4/25/2025 | L.K. Benson & Company P.C. | 12,495 | $120K | 0.1% | N/A | 0.000% | |
4/23/2025 | Spire Wealth Management | 10,342 | $99K | 0.0% | +12.2% | 0.000% | |
4/23/2025 | Saxony Capital Management LLC | 10,137 | $97K | 0.1% | N/A | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 126,877 | $1.22M | 0.0% | +9.8% | 0.000% | |
4/17/2025 | Grove Bank & Trust | 24,500 | $235K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 44,300 | $424K | 0.0% | +12.7% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,168 | $270K | 0.0% | -80.7% | 0.000% | |
4/16/2025 | Robbins Farley | 93,004 | $891K | 0.5% | +2.2% | 0.000% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,065 | $269K | 0.0% | -7.0% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 129,403 | $1.24M | 0.0% | -16.7% | 0.000% | |
4/14/2025 | RDA Financial Network | 179,409 | $1.72M | 0.5% | +2.2% | 0.000% | |
4/11/2025 | Magnus Financial Group LLC | 20,000 | $192K | 0.0% | +53.8% | 0.000% | |
4/10/2025 | Lake Street Private Wealth LLC | 388,050 | $3.72M | 0.6% | -1.1% | 0.000% | |
4/10/2025 | Whipplewood Advisors LLC | 163,588 | $1.57M | 0.5% | -31.0% | 0.000% | |
4/9/2025 | Future Financial Wealth Managment LLC | 58,377 | $559K | 0.4% | +25.1% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,177 | $296K | 0.0% | -3.8% | 0.000% | |
2/25/2025 | Armis Advisers LLC | 24,862 | $244K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 32,602 | $320K | 0.0% | N/A | 0.000% | |