5/21/2025 | Indiana Trust & Investment Management Co | 170,299 | $1.96M | 0.7% | -24.3% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 27,499 | $317K | 0.0% | +388.7% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 26,547 | $306K | 0.0% | +40.6% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 20,698 | $238K | 0.0% | +74.5% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 23,803 | $274K | 0.0% | N/A | 0.000% | |
5/19/2025 | Palogic Value Management L.P. | 234,489 | $2.70M | 1.1% | +20.6% | 0.000% | |
5/16/2025 | Coppell Advisory Solutions LLC | 35,538 | $409K | 0.0% | +11,438.3% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 146,148 | $1.68M | 0.0% | +46.5% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 25,470 | $293K | 0.0% | -3.6% | 0.000% | |
5/16/2025 | Concorde Asset Management LLC | 15,466 | $173K | 0.1% | N/A | 0.000% | |
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5/16/2025 | Curi RMB Capital LLC | 15,000 | $174K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 550,996 | $6.35M | 0.1% | +0.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 684,939 | $7.89M | 0.0% | +7.3% | 0.000% | |
5/15/2025 | Cura Wealth Advisors LLC | 110,000 | $1.27M | 0.5% | -11.6% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 240,529 | $2.77M | 0.0% | +24.0% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 234,489 | $2.70M | 1.2% | +20.6% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 3,459 | $40K | 0.0% | N/A | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 7,170 | $83K | 0.0% | -92.3% | 0.000% | |
5/15/2025 | Northstar Financial Companies Inc. | 10,330 | $119K | 0.1% | N/A | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,255,237 | $14.46M | 0.1% | +8.9% | 0.000% | |
5/14/2025 | Widmann Financial Services Inc. | 21,211 | $244K | 0.2% | -12.2% | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 127,072 | $1.46M | 0.5% | +10.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 65,528 | $755K | 0.0% | -14.9% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 179,513 | $2.07M | 0.0% | +20.2% | 0.000% | |
5/14/2025 | Gould Capital LLC | 30,677 | $353K | 0.2% | -6.4% | 0.000% | |
5/14/2025 | Summit Financial LLC | 55,373 | $638K | 0.0% | +5.1% | 0.000% | |
5/13/2025 | Elequin Capital LP | 28,082 | $324K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,907,631 | $21.98M | 0.0% | +2.9% | 0.000% | |
5/13/2025 | Cresset Asset Management LLC | 16,718 | $194K | 0.0% | -7.3% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 1,877,551 | $21.63M | 0.5% | -29.4% | 0.000% | |
5/13/2025 | MSH Capital Advisors LLC | 53,633 | $618K | 0.2% | +2.9% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 462,225 | $5.33M | 0.0% | -28.0% | 0.000% | |
5/12/2025 | Virtu Financial LLC | 35,829 | $413K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 182,138 | $2.10M | 0.0% | +1.9% | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 13,505 | $157K | 0.0% | N/A | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 51,288 | $591K | 0.1% | -85.2% | 0.000% | |
5/9/2025 | Wealthspire Advisors LLC | 49,552 | $571K | 0.0% | N/A | 0.000% | |
5/9/2025 | Gill Capital Partners LLC | 692,082 | $7.97M | 2.8% | -7.0% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 85,784 | $988K | 0.0% | +630.5% | 0.000% | |
5/8/2025 | TIAA Trust National Association | 29,525 | $340K | 0.0% | +119.1% | 0.000% | |
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5/8/2025 | Moors & Cabot Inc. | 15,636 | $180K | 0.0% | +48.5% | 0.000% | |
5/8/2025 | US Bancorp DE | 14,608 | $168K | 0.0% | +21.2% | 0.000% | |
5/8/2025 | Eastern Bank | 2,556 | $29K | 0.0% | N/A | 0.000% | |
5/7/2025 | N.E.W. Advisory Services LLC | 2,341 | $27K | 0.0% | N/A | 0.000% | |
5/7/2025 | Fiera Capital Corp | 440,497 | $5.08M | 0.0% | -5.7% | 0.000% | |
5/7/2025 | Eagle Bluffs Wealth Management LLC | 623,804 | $7.23M | 3.8% | +2.4% | 0.000% | |
5/7/2025 | LPL Financial LLC | 961,343 | $11.08M | 0.0% | +31.7% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 685,634 | $7.80M | 0.9% | +91.7% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 364,214 | $4.20M | 2.7% | -2.5% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 507,748 | $5.85M | 0.0% | +10.5% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 10,778 | $124K | 0.0% | -34.6% | 0.000% | |
5/6/2025 | Journey Strategic Wealth LLC | 34,759 | $400K | 0.0% | -21.0% | 0.000% | |
5/6/2025 | Uptown Financial Advisors LLC | 21,400 | $247K | 0.3% | +25.1% | 0.000% | |
5/6/2025 | Wakefield Asset Management LLLP | 156,037 | $1.80M | 0.5% | +0.7% | 0.000% | |
5/6/2025 | Choreo LLC | 91,090 | $1.06M | 0.0% | +1.8% | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 5,016 | $58K | 0.0% | -49.9% | 0.000% | |
5/5/2025 | CBIZ Investment Advisory Services LLC | 9,361 | $108K | 0.0% | N/A | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 10,076 | $116K | 0.0% | N/A | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 78,735 | $907K | 0.0% | +1.9% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 3,206 | $37K | 0.0% | -29.4% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 11,977 | $138K | 0.1% | N/A | 0.000% | |
5/2/2025 | Dakota Wealth Management | 277,359 | $3.20M | 0.1% | -17.9% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 12,050 | $139K | 0.0% | N/A | 0.000% | |
5/1/2025 | CWM LLC | 5,853 | $67K | 0.0% | -16.3% | 0.000% | |
5/1/2025 | Barry Investment Advisors LLC | 39,551 | $459K | 0.1% | -3.4% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 104,603 | $1.21M | 0.0% | +5.0% | 0.000% | |
4/30/2025 | Silverlake Wealth Management LLC | 68,760 | $792K | 0.3% | +18.3% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 87,450 | $1.01M | 0.0% | -16.1% | 0.000% | |
4/30/2025 | Lee Johnson Capital Management LLC | 13,999 | $161K | 0.1% | N/A | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 28,174 | $325K | 0.0% | -4.1% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 81,600 | $940K | 0.0% | +3.0% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 508,517 | $5.86M | 0.0% | +17.6% | 0.000% | |
4/29/2025 | Summit Financial Consulting LLC | 31,605 | $364K | 0.3% | N/A | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 60,428 | $696K | 0.0% | +7.4% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 64,426 | $742K | 0.0% | +3.7% | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 54,977 | $633K | 0.0% | +3.2% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 2,229,868 | $25.69M | 0.8% | -0.4% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 155,684 | $1.74M | 0.0% | -3.2% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 7,284 | $84K | 0.0% | +117.1% | 0.000% | |
4/24/2025 | Crescent Grove Advisors LLC | 63,846 | $740K | 0.1% | -4.5% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,190,832 | $13.72M | 0.0% | -9.6% | 0.000% | |
4/23/2025 | Tyche Wealth Partners LLC | 248,066 | $2.86M | 0.6% | -39.0% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 10,765 | $124K | 0.0% | N/A | 0.000% | |
4/23/2025 | Spire Wealth Management | 22,547 | $260K | 0.0% | +28.5% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 95,913 | $1.11M | 0.0% | -6.3% | 0.000% | |
4/22/2025 | XML Financial LLC | 140,050 | $1.61M | 0.2% | +2.0% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 241,993 | $2.79M | 0.0% | +2.7% | 0.000% | |
4/22/2025 | Congress Park Capital LLC | 472,500 | $5.44M | 2.1% | -0.4% | 0.000% | |
4/22/2025 | Advisor Resource Council | 20,276 | $234K | 0.0% | N/A | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 88,431 | $1.02M | 0.0% | -25.1% | 0.000% | |
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4/21/2025 | GFS Advisors LLC | 353,650 | $4.07M | 0.8% | +6.4% | 0.000% | |
4/17/2025 | Strategic Advisors LLC | 10,589 | $122K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 28,634 | $330K | 0.0% | +21.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 309,678 | $3.57M | 0.0% | +58.3% | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 5,136 | $59K | 0.0% | -50.8% | 0.000% | |
4/15/2025 | Ibex Wealth Advisors | 141,251 | $1.63M | 0.2% | +5.9% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 3,307 | $38K | 0.0% | +2,545.6% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 374,906 | $4.32M | 0.1% | +1.6% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 342,342 | $3.94M | 0.0% | +11.6% | 0.000% | |
4/11/2025 | Permanent Capital Management LP | 12,013 | $139K | 0.0% | -9.1% | 0.000% | |