5/20/2025 | Focus Partners Wealth | 61,646 | $541K | 0.0% | +101.2% | 0.030% | |
5/16/2025 | Goldman Sachs Group Inc. | 12,692 | $111K | 0.0% | N/A | 0.006% | |
5/16/2025 | NewEdge Advisors LLC | 24,470 | $215K | 0.0% | -15.5% | 0.012% | |
5/16/2025 | Advisors Asset Management Inc. | 473,877 | $4.16M | 0.1% | -12.0% | 0.228% | |
5/16/2025 | 1607 Capital Partners LLC | 2,718,221 | $23.84M | 1.9% | +2.4% | 1.310% | |
5/15/2025 | Royal Bank of Canada | 509,410 | $4.47M | 0.0% | +5.4% | 0.245% | |
5/15/2025 | Baird Financial Group Inc. | 231,184 | $2.03M | 0.0% | +3.3% | 0.111% | |
5/15/2025 | Tortoise Investment Management LLC | 1,359,761 | $11.93M | 1.2% | -26.0% | 0.655% | |
5/15/2025 | Oarsman Capital Inc. | 12,942 | $114K | 0.0% | +84.9% | 0.006% | |
5/14/2025 | Guggenheim Capital LLC | 1,507,789 | $13.22M | 0.1% | +4.7% | 0.726% | |
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5/14/2025 | PKS Advisory Services LLC | 45,450 | $399K | 0.1% | -4.2% | 0.022% | |
5/14/2025 | Westchester Capital Management LLC | 59,644 | $523K | 0.0% | -17.5% | 0.029% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,256 | $46K | 0.0% | -27.6% | 0.003% | |
5/14/2025 | Caitlin John LLC | 15,600 | $137K | 0.1% | +23.8% | 0.008% | |
5/14/2025 | Kestra Advisory Services LLC | 125,374 | $1.10M | 0.0% | +4.2% | 0.060% | |
5/13/2025 | Raymond James Financial Inc. | 2,307,649 | $20.24M | 0.0% | -0.3% | 1.112% | |
5/13/2025 | Dynamic Financial Group | 104,061 | $913K | 0.9% | +452.5% | 0.050% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,012,078 | $17.65M | 0.1% | +2.9% | 0.969% | |
5/13/2025 | Dagco Inc. | 4,753 | $42K | 0.0% | N/A | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 107,421 | $942K | 0.0% | +5.6% | 0.052% | |
5/12/2025 | Virtu Financial LLC | 14,696 | $129K | 0.0% | -30.6% | 0.007% | |
5/12/2025 | True North Advisors LLC | 510,777 | $4.48M | 0.8% | N/A | 0.246% | |
5/12/2025 | Flagship Wealth Advisors LLC | 5,625 | $49K | 0.0% | +80.0% | 0.003% | |
5/12/2025 | Cresta Advisors Ltd. | 180,840 | $1.59M | 0.8% | -14.2% | 0.087% | |
5/9/2025 | Wealthspire Advisors LLC | 21,480 | $188K | 0.0% | +104.8% | 0.010% | |
5/9/2025 | Ackerman Capital Advisors LLC | 14,982 | $131K | 0.0% | -68.4% | 0.007% | |
5/9/2025 | Pathway Financial Advisers LLC | 62,585 | $549K | 0.2% | -3.3% | 0.030% | |
5/9/2025 | PNC Financial Services Group Inc. | 29,547 | $259K | 0.0% | +13.1% | 0.014% | |
5/8/2025 | Baker Avenue Asset Management LP | 15,938 | $140K | 0.0% | N/A | 0.008% | |
5/8/2025 | Shufro Rose & Co. LLC | 10,000 | $88K | 0.0% | N/A | 0.005% | |
5/8/2025 | Harbour Investments Inc. | 9,507 | $83K | 0.0% | +138.0% | 0.005% | |
5/8/2025 | Tandem Financial LLC | 130,915 | $1.15M | 1.2% | +2.2% | 0.063% | |
5/8/2025 | Modera Wealth Management LLC | 17,310 | $152K | 0.0% | +30.6% | 0.008% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 49,434 | $434K | 0.0% | -75.2% | 0.024% | |
5/7/2025 | LPL Financial LLC | 1,154,702 | $10.13M | 0.0% | +10.1% | 0.556% | |
5/6/2025 | Cetera Investment Advisers | 88,042 | $772K | 0.0% | +13.3% | 0.042% | |
5/6/2025 | Venturi Wealth Management LLC | 92,582 | $812K | 0.0% | +29.9% | 0.045% | |
5/5/2025 | Kestra Private Wealth Services LLC | 92,415 | $810K | 0.0% | +22.1% | 0.045% | |
5/2/2025 | Summit X LLC | 44,782 | $393K | 0.1% | N/A | 0.022% | |
5/2/2025 | Pettinga Financial Advisors LLC | 26,688 | $234K | 0.1% | -25.7% | 0.013% | |
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5/2/2025 | Accredited Investor Services LLC | 105,300 | $923K | 0.8% | +3.4% | 0.051% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 92,845 | $814K | 0.9% | -8.4% | 0.045% | |
5/2/2025 | Dakota Wealth Management | 21,124 | $186K | 0.0% | -24.9% | 0.010% | |
5/1/2025 | Stephens Inc. AR | 24,833 | $218K | 0.0% | -5.1% | 0.012% | |
5/1/2025 | Mathes Company Inc. | 145,000 | $1.27M | 0.5% | +5.5% | 0.070% | |
5/1/2025 | Harmony Asset Management LLC | 95,500 | $838K | 0.4% | -15.1% | 0.046% | |
4/30/2025 | Seamount Financial Group Inc. | 59,962 | $526K | 0.4% | +24.9% | 0.029% | |
4/30/2025 | Optimum Investment Advisors | 56,200 | $493K | 0.2% | +9.8% | 0.027% | |
4/29/2025 | Concurrent Investment Advisors LLC | 71,670 | $629K | 0.0% | +51.5% | 0.035% | |
4/29/2025 | Investors Asset Management of Georgia Inc. GA ADV | 16,250 | $143K | 0.1% | +32.7% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 5,723 | $50K | 0.0% | +109.4% | 0.003% | |
4/25/2025 | Koshinski Asset Management Inc. | 167,917 | $1.47M | 0.1% | +3.8% | 0.081% | |
4/25/2025 | Citizens National Bank Trust Department | 159,375 | $1.40M | 0.3% | -3.7% | 0.077% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 14,802 | $130K | 0.0% | N/A | 0.007% | |
4/24/2025 | Wolff Financial Management LLC | 11,823 | $104K | 0.0% | N/A | 0.006% | |
4/23/2025 | Narwhal Capital Management | 12,725 | $112K | 0.0% | +26.6% | 0.000% | |
4/23/2025 | EQ Wealth Advisors LLC | 5,119 | $45K | 0.0% | N/A | 0.000% | |
4/22/2025 | Nilsine Partners LLC | 11,170 | $98K | 0.0% | -19.8% | 0.000% | |
4/22/2025 | PFG Investments LLC | 35,416 | $311K | 0.0% | -6.9% | 0.000% | |
4/22/2025 | Congress Park Capital LLC | 502,882 | $4.41M | 1.7% | +13.5% | 0.000% | |
4/22/2025 | Advisor Resource Council | 17,459 | $153K | 0.0% | N/A | 0.000% | |
4/21/2025 | ORG Wealth Partners LLC | 19,922 | $175K | 0.1% | +704.9% | 0.000% | |
4/21/2025 | Roman Butler Fullerton & Co. | 222,242 | $1.90M | 0.7% | +26.4% | 0.000% | |
4/18/2025 | CENTRAL TRUST Co | 26,049 | $228K | 0.0% | -10.2% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 10,761 | $94K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 154,417 | $1.35M | 0.0% | -8.7% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,553 | $128K | 0.0% | -51.9% | 0.000% | |
4/16/2025 | Bar Harbor Wealth Management | 353,300 | $3.10M | 0.2% | -5.5% | 0.000% | |
4/15/2025 | Ibex Wealth Advisors | 179,886 | $1.58M | 0.2% | +3.7% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 3,869 | $34K | 0.0% | +274.5% | 0.000% | |
4/11/2025 | Disciplined Investments LLC | 59,902 | $525K | 0.2% | +8.8% | 0.000% | |
4/10/2025 | Breakwater Capital Group | 131,160 | $1.15M | 0.2% | +7.9% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,722,971 | $15.11M | 0.7% | +27.2% | 0.000% | |
4/9/2025 | Harbor Investment Advisory LLC | 38,600 | $339K | 0.0% | -4.9% | 0.000% | |
4/8/2025 | Dumont & Blake Investment Advisors LLC | 12,679 | $111K | 0.0% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 66,700 | $573K | 0.0% | -7.4% | 0.000% | |
2/18/2025 | Pettinga Financial Advisors LLC | 35,938 | $309K | 0.1% | -65.1% | 0.000% | |
2/18/2025 | Harmony Asset Management LLC | 112,500 | $966K | 0.4% | +6.4% | 0.000% | |
2/18/2025 | Elequin Capital LP | 8,763 | $75K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 25,913 | $223K | 0.0% | +39.4% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 41,400 | $356K | 0.0% | N/A | 0.000% | |
2/17/2025 | Granby Capital Management LLC | 1,100,000 | $9.45M | 4.9% | -15.4% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 30,646 | $263K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 77,697 | $667K | 0.0% | -8.0% | 0.000% | |
2/17/2025 | Cahill Financial Advisors Inc. | 12,993 | $112K | 0.0% | N/A | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 11,359 | $98K | 0.0% | -13.2% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 23,465 | $202K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 223,713 | $1.92M | 0.0% | -1.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 882,720 | $7.58M | 0.0% | -1.2% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 19,400 | $167K | 0.0% | -21.6% | 0.000% | |
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2/17/2025 | Ameriprise Financial Inc. | 283,822 | $2.44M | 0.0% | +5.8% | 0.000% | |
2/17/2025 | AlTi Global Inc. | 173,035 | $1.50M | 0.0% | -12.1% | 0.000% | |
2/14/2025 | South Plains Financial Inc. | 4,250 | $37K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 20,819 | $179K | 0.0% | -22.2% | 0.000% | |
2/14/2025 | Beacon Pointe Advisors LLC | 18,698 | $161K | 0.0% | +20.6% | 0.000% | |
2/14/2025 | Johnson Financial Group Inc. | 72,500 | $640K | 0.0% | -38.3% | 0.000% | |
2/14/2025 | Westchester Capital Management LLC | 72,336 | $621K | 0.0% | -15.5% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 1,954,981 | $16.79M | 0.1% | +69.4% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 32,045 | $275K | 0.0% | +23.7% | 0.000% | |
2/14/2025 | Canal Capital Management LLC | 10,045 | $86K | 0.0% | N/A | 0.000% | |