5/19/2025 | Smith Asset Management Co. LLC | 67,607 | $544K | 0.5% | N/A | 0.333% | |
5/16/2025 | Everstar Asset Management LLC | 11,000 | $89K | 0.0% | -91.1% | 0.054% | |
5/16/2025 | Integrated Wealth Concepts LLC | 237,939 | $1.92M | 0.0% | +4.4% | 1.173% | |
5/15/2025 | Royal Bank of Canada | 412,771 | $3.32M | 0.0% | -10.9% | 2.035% | |
5/14/2025 | SVB Wealth LLC | 3,794 | $31K | 0.0% | N/A | 0.019% | |
5/14/2025 | Capital Analysts LLC | 67,825 | $546K | 0.0% | -2.6% | 0.334% | |
5/12/2025 | Invesco Ltd. | 363,287 | $2.92M | 0.0% | +5.0% | 1.791% | |
5/7/2025 | LPL Financial LLC | 241,135 | $1.94M | 0.0% | +20.6% | 1.189% | |
5/6/2025 | Kovack Advisors Inc. | 43,157 | $347K | 0.0% | +9.5% | 0.213% | |
5/5/2025 | Private Advisor Group LLC | 36,604 | $295K | 0.0% | N/A | 0.180% | |
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4/30/2025 | Round Rock Advisors LLC | 17,528 | $141K | 0.0% | +51.5% | 0.086% | |
4/30/2025 | Valeo Financial Advisors LLC | 54,005 | $435K | 0.0% | +13.3% | 0.266% | |
4/25/2025 | Wealthstar Advisors LLC | 58,781 | $473K | 0.2% | -29.9% | 0.290% | |
4/22/2025 | Comprehensive Money Management Services LLC | 57,345 | $462K | 0.4% | +5.8% | 0.000% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 43,036 | $346K | 0.0% | +23.0% | 0.000% | |
4/16/2025 | GraniteShares Advisors LLC | 343,048 | $2.76M | 1.8% | +6.5% | 0.000% | |
3/4/2025 | Comprehensive Money Management Services LLC | 54,195 | $417K | 0.3% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 181,067 | $1.39M | 0.0% | -2.4% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 213,091 | $1.62M | 0.0% | +67.9% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 227,987 | $1.76M | 0.0% | -1.7% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 47,900 | $369K | 0.0% | -49.2% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 11,755 | $91K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 71,605 | $551K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 346,135 | $2.67M | 0.0% | -2.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 248,888 | $1.92M | 0.0% | -10.2% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 123,273 | $949K | 0.7% | -9.0% | 0.000% | |
2/11/2025 | LPL Financial LLC | 200,009 | $1.54M | 0.0% | -3.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 71,605 | $551K | 0.0% | N/A | 0.000% | |
2/6/2025 | Jones Financial Companies Lllp | 10,400 | $80K | 0.0% | +74.8% | 0.000% | |
2/5/2025 | Whipplewood Advisors LLC | 283,909 | $2.19M | 1.2% | N/A | 0.000% | |
2/4/2025 | GraniteShares Advisors LLC | 322,258 | $2.48M | 1.6% | N/A | 0.000% | |
2/4/2025 | IFP Advisors Inc | 4,000 | $31K | 0.0% | N/A | 0.000% | |
1/30/2025 | Valeo Financial Advisors LLC | 47,680 | $367K | 0.0% | +57.0% | 0.000% | |
1/28/2025 | Wealthstar Advisors LLC | 83,837 | $646K | 0.3% | N/A | 0.000% | |
1/24/2025 | Round Rock Advisors LLC | 11,573 | $89K | 0.0% | -12.4% | 0.000% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 35,000 | $269K | 0.0% | +21.2% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 3,666 | $28K | 0.0% | -52.3% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 17,127 | $136K | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 94,300 | $748K | 0.0% | +96.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 232,005 | $1.84M | 0.0% | -3.6% | 0.000% | |
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11/8/2024 | Avior Wealth Management LLC | 7,687 | $61K | 0.0% | -32.4% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 485,609 | $3.85M | 0.0% | -42.2% | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 38,549 | $306K | 0.0% | +29.3% | 0.000% | |
11/4/2024 | Round Rock Advisors LLC | 13,213 | $105K | 0.0% | -37.4% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 104,888 | $832K | 0.0% | -6.4% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 14,495 | $115K | 0.0% | N/A | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 30,373 | $241K | 0.0% | +125.0% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 28,888 | $229K | 0.0% | +68.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 19,620 | $137K | 0.0% | N/A | 0.000% | |
8/8/2024 | Wealthspire Advisors LLC | 10,060 | $74K | 0.0% | N/A | 0.000% | |
8/6/2024 | Cullen Frost Bankers Inc. | 20,000 | $147K | 0.0% | +66.7% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 198,944 | $1.46M | 0.0% | -62.3% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 17,099 | $126K | 0.0% | +21.8% | 0.000% | |
7/13/2024 | Quad Cities Investment Group LLC | 29,433 | $216K | 0.1% | -17.4% | 0.000% | |
7/10/2024 | Fortitude Family Office LLC | 9,000 | $66K | 0.0% | -35.7% | 0.000% | |
7/10/2024 | Valeo Financial Advisors LLC | 13,500 | $99K | 0.0% | N/A | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 12,214 | $88K | 0.0% | N/A | 0.000% | |
4/24/2024 | Round Rock Advisors LLC | 36,324 | $263K | 0.1% | -17.1% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 527,025 | $3.81M | 0.0% | -59.8% | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 12,715 | $92K | 0.1% | -11.5% | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 14,500 | $105K | 0.1% | -39.6% | 0.000% | |
4/13/2024 | Quad Cities Investment Group LLC | 35,653 | $258K | 0.2% | -11.0% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 11,920 | $83K | 0.0% | -49.6% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 175,052 | $1.22M | 0.4% | -37.4% | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 12,000 | $83K | 0.0% | +50.0% | 0.000% | |
1/30/2024 | Capital Analysts LLC | 75,561 | $525K | 0.0% | -43.3% | 0.000% | |
1/29/2024 | Round Rock Advisors LLC | 43,819 | $305K | 0.1% | -42.3% | 0.000% | |
1/24/2024 | Seed Wealth Management Inc. | 24,026 | $168K | 0.2% | -7.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 34,171 | $237K | 0.0% | -14.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 42,169 | $293K | 0.0% | -24.4% | 0.000% | |
1/16/2024 | Wealthstar Advisors LLC | 75,546 | $525K | 0.1% | +86.2% | 0.000% | |
1/12/2024 | Fortitude Family Office LLC | 14,000 | $97K | 0.1% | N/A | 0.000% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 13,065 | $91K | 0.0% | +14.7% | 0.000% | |
1/9/2024 | Daymark Wealth Partners LLC | 14,050 | $98K | 0.0% | +27.1% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 273,112 | $1.77M | 0.0% | -2.8% | 0.000% | |
11/13/2023 | Rathbones Group PLC | 10,000 | $65K | 0.0% | N/A | 0.000% | |
11/7/2023 | Wealthstar Advisors LLC | 40,567 | $263K | 0.1% | N/A | 0.000% | |
11/1/2023 | Csenge Advisory Group | 11,779 | $76K | 0.0% | -40.5% | 0.000% | |
11/1/2023 | Ironsides Asset Advisors LLC | 11,038 | $72K | 0.0% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 56,241 | $365K | 0.0% | -5.7% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 106,539 | $691K | 0.0% | -3.7% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 295,770 | $1.92M | 0.1% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,902 | $259K | 0.0% | -7.4% | 0.000% | |
10/16/2023 | Seed Wealth Management Inc. | 26,026 | $169K | 0.2% | -27.8% | 0.000% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 11,386 | $74K | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 402,429 | $2.59M | 0.0% | -1.2% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 25,596 | $165K | 0.0% | -65.1% | 0.000% | |
8/7/2023 | Tortoise Investment Management LLC | 31,895 | $205K | 0.0% | +56.5% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 8,000 | $52K | 0.0% | +100.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 235,214 | $1.52M | 0.0% | -1.2% | 0.000% | |
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7/31/2023 | Integrated Capital Management Inc. | 20,491 | $132K | 0.1% | -18.8% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 43,109 | $278K | 0.0% | -30.7% | 0.000% | |
7/20/2023 | Round Rock Advisors LLC | 76,070 | $490K | 0.2% | -15.1% | 0.000% | |
7/20/2023 | Csenge Advisory Group | 19,803 | $128K | 0.0% | +31.7% | 0.000% | |
7/19/2023 | Daymark Wealth Partners LLC | 11,050 | $71K | 0.0% | N/A | 0.000% | |
7/17/2023 | Vanguard Capital Wealth Advisors | 13,511 | $87K | 0.1% | -23.4% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 110,606 | $712K | 0.0% | -7.8% | 0.000% | |
7/12/2023 | Quad Cities Investment Group LLC | 40,566 | $261K | 0.2% | -7.6% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 20,379 | $131K | 0.0% | +23.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 73,302 | $472K | 0.0% | +69.6% | 0.359% | |