9/4/2025 | Osaic Holdings Inc. | 1,137,158 | $9.12M | 0.0% | +17.8% | 0.000% | |
8/26/2025 | Thrivent Financial for Lutherans | 161,712 | $1.30M | 0.0% | -5.8% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 49,977 | $401K | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 108,730 | $877K | 0.0% | -11.8% | 0.000% | |
8/19/2025 | Campbell Capital Management Inc. | 381,038 | $3.06M | 1.2% | -1.0% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 208,255 | $1.67M | 0.0% | +10.3% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 16,531 | $133K | 0.0% | -20.3% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 1,092,658 | $8.76M | 0.0% | +8.9% | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 23,207 | $188K | 0.0% | -11.4% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 4,201,219 | $33.69M | 0.0% | +2.5% | 0.000% | |
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8/15/2025 | Ameriprise Financial Inc. | 611,388 | $4.90M | 0.0% | +20.4% | 0.000% | |
8/14/2025 | Jane Street Group LLC | 47,315 | $379K | 0.0% | N/A | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 3,456,317 | $27.72M | 0.0% | +3.5% | 0.000% | |
8/14/2025 | HUB Investment Partners LLC | 36,774 | $295K | 0.0% | -10.1% | 0.000% | |
8/14/2025 | CoreFirst Bank & Trust | 4,197 | $34K | 0.0% | N/A | 0.000% | |
8/14/2025 | Baker Avenue Asset Management LP | 12,500 | $100K | 0.0% | N/A | 0.000% | |
8/14/2025 | Cerity Partners LLC | 968,109 | $7.76M | 0.0% | +23.7% | 0.000% | |
8/13/2025 | StoneX Group Inc. | 53,114 | $429K | 0.0% | +4.6% | 0.000% | |
8/13/2025 | First Trust Advisors LP | 281,887 | $2.26M | 0.0% | +2.7% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 1,655,758 | $13.28M | 0.1% | +14.1% | 0.000% | |
8/13/2025 | Invesco Ltd. | 2,951,656 | $23.67M | 0.0% | +0.7% | 0.000% | |
8/13/2025 | Lido Advisors LLC | 398,064 | $3.22M | 0.0% | -0.8% | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 49,682 | $398K | 0.0% | -2.8% | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 27,106 | $217K | 0.0% | +27.1% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 1,036,282 | $8.31M | 0.1% | -2.0% | 0.000% | |
8/12/2025 | XTX Topco Ltd | 42,539 | $341K | 0.0% | N/A | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 172,897 | $1.39M | 0.0% | +61.4% | 0.000% | |
8/12/2025 | AlphaCore Capital LLC | 102,959 | $833K | 0.0% | +10.1% | 0.000% | |
8/12/2025 | Northstar Financial Companies Inc. | 12,475 | $100K | 0.1% | -65.1% | 0.000% | |
8/11/2025 | Wealthspire Advisors LLC | 193,045 | $1.55M | 0.0% | N/A | 0.000% | |
8/11/2025 | Rothschild Investment LLC | 69,400 | $557K | 0.0% | -83.8% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 62,643 | $502K | 0.0% | N/A | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 470,523 | $3.77M | 0.0% | +1.7% | 0.000% | |
8/8/2025 | Creative Planning | 12,482 | $100K | 0.0% | +13.7% | 0.000% | |
8/8/2025 | Evolution Wealth Advisors LLC | 10,162 | $81K | 0.0% | N/A | 0.000% | |
8/8/2025 | Fiera Capital Corp | 269,309 | $2.16M | 0.0% | -2.4% | 0.000% | |
8/7/2025 | Samalin Investment Counsel LLC | 114,822 | $921K | 0.4% | +3.8% | 0.000% | |
8/7/2025 | Allworth Financial LP | 17,661 | $142K | 0.0% | +106.2% | 0.000% | |
8/6/2025 | Prospera Financial Services Inc | 51,542 | $413K | 0.0% | +9.7% | 0.000% | |
8/6/2025 | Penserra Capital Management LLC | 693,605 | $5.56M | 0.1% | +3.0% | 0.000% | |
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8/6/2025 | Wedbush Securities Inc. | 73,289 | $588K | 0.0% | -3.8% | 0.000% | |
8/6/2025 | Moors & Cabot Inc. | 565,388 | $4.53M | 0.2% | +6.4% | 0.000% | |
8/5/2025 | Burney Co. | 21,710 | $174K | 0.0% | -37.7% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 54,700 | $442K | 0.2% | +3.2% | 0.000% | |
8/5/2025 | Carson Advisory Inc. | 45,861 | $368K | 0.2% | -8.0% | 0.000% | |
8/4/2025 | Linscomb Wealth Inc. | 97,000 | $778K | 0.0% | N/A | 0.000% | |
8/4/2025 | Kovack Advisors Inc. | 14,843 | $119K | 0.0% | +25.3% | 0.000% | |
8/4/2025 | IFG Advisory LLC | 34,989 | $281K | 0.0% | -13.9% | 0.000% | |
8/4/2025 | Spire Wealth Management | 92,669 | $743K | 0.0% | +35.5% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 308,490 | $2.47M | 0.0% | +7.3% | 0.000% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 22,462 | $180K | 0.1% | -6.1% | 0.000% | |
7/30/2025 | Greatmark Investment Partners Inc. | 1,011,715 | $8.11M | 1.0% | +1.3% | 0.000% | |
7/30/2025 | Brookstone Capital Management | 13,992 | $112K | 0.0% | N/A | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 20,458 | $164K | 0.0% | +8.7% | 0.000% | |
7/29/2025 | Chicago Partners Investment Group LLC | 347,690 | $2.79M | 0.1% | +6.5% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 61,919 | $497K | 0.0% | +20.9% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 511,842 | $4.11M | 0.1% | +1.7% | 0.000% | |
7/29/2025 | Private Trust Co. NA | 31,148 | $250K | 0.0% | +6.4% | 0.000% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 73,305 | $588K | 0.4% | +389.2% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 20,922 | $170K | 0.0% | -75.1% | 0.000% | |
7/25/2025 | Ellis Investment Partners LLC | 10,060 | $81K | 0.0% | -23.6% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 34,531 | $277K | 0.0% | +6.0% | 0.000% | |
7/24/2025 | MSH Capital Advisors LLC | 220,453 | $1.77M | 0.5% | +9.6% | 0.000% | |
7/23/2025 | Abel Hall LLC | 70,000 | $561K | 0.3% | +600.0% | 0.000% | |
7/22/2025 | Belpointe Asset Management LLC | 14,964 | $120K | 0.0% | -9.6% | 0.000% | |
7/22/2025 | Investors Asset Management of Georgia Inc. GA ADV | 47,750 | $383K | 0.2% | +3.2% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 248,714 | $2.00M | 0.0% | -1.4% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 77,543 | $622K | 0.0% | -8.0% | 0.000% | |
7/21/2025 | Onyx Financial Advisors LLC | 37,848 | $304K | 0.1% | +200.5% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 54,151 | $434K | 0.0% | +7.9% | 0.000% | |
7/18/2025 | PFG Investments LLC | 15,949 | $128K | 0.0% | +23.5% | 0.000% | |
7/18/2025 | Truist Financial Corp | 498,856 | $4.00M | 0.0% | +53.7% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 97,230 | $780K | 0.5% | -2.5% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 339,215 | $2.72M | 0.0% | -3.6% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 571,517 | $4.58M | 0.0% | +5.5% | 0.000% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 42,500 | $341K | 0.0% | +142.9% | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 6,734 | $54K | 0.0% | +72.7% | 0.000% | |
7/17/2025 | Johnson & White Wealth Management LLC | 13,127 | $105K | 0.1% | N/A | 0.000% | |
7/14/2025 | Wealth Advisory Solutions LLC | 274,632 | $2.20M | 0.6% | +12.5% | 0.000% | |
7/14/2025 | E&G Advisors LP | 90,550 | $725K | 0.2% | -1.4% | 0.000% | |
7/14/2025 | Maryland Capital Advisors Inc. | 10,009 | $80K | 0.0% | N/A | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 24,913 | $200K | 0.0% | -5.0% | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 4,202 | $34K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 28,612,672 | $226.39M | 0.0% | +153,748.1% | 0.000% | |
7/10/2025 | Stolper Co | 69,231 | $555K | 0.2% | +3.9% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 220,727 | $1.79M | 0.0% | +49.3% | 0.000% | |
7/9/2025 | Sunpointe LLC | 11,200 | $90K | 0.0% | N/A | 0.000% | |
7/9/2025 | Triumph Capital Management | 110,974 | $890K | 0.3% | +10.0% | 0.000% | |
7/8/2025 | Advance Capital Management Inc. | 15,926 | $128K | 0.0% | N/A | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 41,989 | $337K | 0.1% | -8.8% | 0.000% | |
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6/2/2025 | Modern Wealth Management LLC | 13,407 | $107K | 0.0% | N/A | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 10,400 | $83K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 188,843 | $1.50M | 0.1% | +10.2% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 357,253 | $2.84M | 2.7% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 249,800 | $2.19M | 0.0% | +11,427.5% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 36,775 | $295K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 1,057,956 | $8.42M | 0.2% | -0.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 746,918 | $5.95M | 0.0% | -3.9% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 16,606 | $132K | 0.0% | -95.3% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 4,633 | $37K | 0.0% | N/A | 0.000% | |