8/8/2025 | Rockefeller Capital Management L.P. | 267,403 | $3.19M | 0.0% | +5.3% | 0.000% | |
8/8/2025 | Kingsview Wealth Management LLC | 73,693 | $879K | 0.0% | +77.7% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 172,743 | $2.06M | 0.0% | +12.9% | 0.000% | |
8/8/2025 | Creative Planning | 147,445 | $1.76M | 0.0% | -8.6% | 0.000% | |
8/8/2025 | Fiera Capital Corp | 150,262 | $1.79M | 0.0% | -1.3% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 68,018 | $811K | 0.0% | +63.9% | 0.000% | |
8/7/2025 | Allworth Financial LP | 31,684 | $378K | 0.0% | +4,678.9% | 0.000% | |
8/7/2025 | Midwest Trust Co | 16,365 | $195K | 0.0% | N/A | 0.000% | |
8/5/2025 | Rareview Capital LLC | 105,783 | $1.26M | 0.8% | -48.2% | 0.000% | |
8/5/2025 | Palogic Value Management L.P. | 224,241 | $2.68M | 1.1% | +4.8% | 0.000% | |
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8/4/2025 | Spire Wealth Management | 12,000 | $143K | 0.0% | +9.1% | 0.000% | |
8/4/2025 | Arkadios Wealth Advisors | 88,542 | $1.06M | 0.0% | +24.9% | 0.000% | |
8/4/2025 | Daymark Wealth Partners LLC | 16,000 | $191K | 0.0% | -20.3% | 0.000% | |
8/1/2025 | FSA Advisors Inc. | 42,644 | $509K | 0.4% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 23,363 | $279K | 0.0% | -4.2% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 69,461 | $829K | 0.5% | +113,770.5% | 0.000% | |
7/31/2025 | Ranch Capital Advisors Inc. | 42,125 | $503K | 0.2% | -7.8% | 0.000% | |
7/30/2025 | Cornerstone Advisory LLC | 607,480 | $7.25M | 0.8% | +26.0% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 31,273 | $373K | 0.0% | -10.7% | 0.000% | |
7/29/2025 | Burford Brothers Inc. | 22,730 | $271K | 0.1% | N/A | 0.000% | |
7/29/2025 | Koshinski Asset Management Inc. | 28,059 | $335K | 0.0% | -11.7% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 47,853 | $571K | 0.0% | -3.6% | 0.000% | |
7/29/2025 | Private Trust Co. NA | 5,039 | $60K | 0.0% | -80.8% | 0.000% | |
7/28/2025 | Duncker Streett & Co. Inc. | 22,069 | $263K | 0.0% | N/A | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 49,370 | $589K | 0.0% | +14.3% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 51,133 | $610K | 0.0% | +5.9% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 19,503 | $233K | 0.0% | -58.1% | 0.000% | |
7/25/2025 | CWM LLC | 26,222 | $313K | 0.0% | -20.5% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 23,120 | $276K | 0.0% | +20.8% | 0.000% | |
7/24/2025 | Mackay Shields LLC | 2,411,254 | $28.77M | 0.9% | -0.5% | 0.000% | |
7/23/2025 | Tectonic Advisors LLC | 55,687 | $664K | 0.0% | -24.0% | 0.000% | |
7/23/2025 | InTrack Investment Management Inc | 64,131 | $765K | 0.5% | -20.1% | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 23,020 | $275K | 0.0% | -4.2% | 0.000% | |
7/22/2025 | Chung Wu Investment Group LLC | 6,000 | $72K | 0.1% | N/A | 0.000% | |
7/22/2025 | Realta Investment Advisors | 15,554 | $186K | 0.1% | N/A | 0.000% | |
7/22/2025 | Compass Financial Group INC SD | 31,661 | $378K | 0.1% | -7.4% | 0.000% | |
7/21/2025 | Ameriflex Group Inc. | 3,426 | $41K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,431 | $53K | 0.0% | N/A | 0.000% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 13,858 | $165K | 0.0% | +8.0% | 0.000% | |
7/18/2025 | PFG Investments LLC | 22,201 | $265K | 0.0% | -16.8% | 0.000% | |
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7/18/2025 | Truist Financial Corp | 64,215 | $766K | 0.0% | -31.7% | 0.000% | |
7/17/2025 | XML Financial LLC | 17,000 | $203K | 0.0% | +25.9% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 101,260 | $1.21M | 0.0% | -12.9% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 58,015 | $692K | 0.0% | -20.9% | 0.000% | |
7/16/2025 | American National Bank & Trust | 24,716 | $295K | 0.0% | +93.7% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 85,610 | $1.02M | 0.0% | N/A | 0.000% | |
7/16/2025 | Kennedy Investment Group | 241,512 | $2.88M | 1.2% | -7.0% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 16,433 | $196K | 0.0% | N/A | 0.000% | |
7/11/2025 | Congress Park Capital LLC | 425,000 | $5.07M | 1.7% | -5.6% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 16,783 | $200K | 0.0% | +1,132.2% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 79,427 | $956K | 0.0% | +4.1% | 0.000% | |
7/9/2025 | Balefire LLC | 21,993 | $262K | 0.1% | +30.7% | 0.000% | |
7/9/2025 | Boyum Wealth Architects LLC | 12,723 | $152K | 0.1% | N/A | 0.000% | |
7/8/2025 | Melone Private Wealth LLC | 95,035 | $1.13M | 0.6% | +2.3% | 0.000% | |
6/27/2025 | Goldman Sachs Group Inc. | 48,005 | $594K | 0.0% | N/A | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 12,678 | $157K | 0.0% | N/A | 0.000% | |
5/20/2025 | Focus Partners Wealth | 71,286 | $883K | 0.0% | +202.1% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 93,713 | $1.16M | 1.1% | N/A | 0.000% | |
5/19/2025 | Palogic Value Management L.P. | 213,941 | $2.65M | 1.1% | +22.6% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 48,005 | $594K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 523,589 | $6.48M | 0.1% | -0.3% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 422,575 | $5.23M | 0.0% | +2.1% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 66,745 | $826K | 0.0% | +11.1% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 213,941 | $2.65M | 1.1% | +22.6% | 0.000% | |
5/15/2025 | Broyhill Asset Management LLC | 254,418 | $3.15M | 2.6% | +1.6% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,370,374 | $16.97M | 0.2% | +6.8% | 0.000% | |
5/14/2025 | North Ground Capital | 178,832 | $2.11M | 2.1% | -10.6% | 0.000% | |
5/14/2025 | Westchester Capital Management LLC | 123,412 | $1.53M | 0.1% | N/A | 0.000% | |
5/14/2025 | Napa Wealth Management | 66,740 | $826K | 0.5% | -9.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 97,556 | $1.21M | 0.0% | +26.7% | 0.000% | |
5/14/2025 | Haverford Trust Co | 16,133 | $200K | 0.0% | -6.8% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 146,844 | $1.82M | 0.0% | -42.8% | 0.000% | |
5/14/2025 | Gould Capital LLC | 169,181 | $2.09M | 1.5% | +2.2% | 0.000% | |
5/14/2025 | CW Advisors LLC | 10,450 | $129K | 0.0% | -78.4% | 0.000% | |
5/14/2025 | Summit Financial LLC | 46,063 | $570K | 0.0% | +3.1% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,089,653 | $13.49M | 0.0% | +13.7% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 461,268 | $5.71M | 0.1% | -47.2% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 354,963 | $4.39M | 0.0% | -30.8% | 0.000% | |
5/12/2025 | Invesco Ltd. | 171,384 | $2.12M | 0.0% | +1.3% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 21,077 | $261K | 0.0% | -22.2% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 51,469 | $637K | 0.2% | +6.8% | 0.000% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 209,846 | $2.60M | 0.6% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 28,963 | $361K | 0.0% | N/A | 0.000% | |
5/9/2025 | Ranch Capital Advisors Inc. | 45,674 | $566K | 0.3% | -7.9% | 0.000% | |
5/9/2025 | Powell Investment Advisors LLC | 12,466 | $155K | 0.1% | -36.2% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 41,494 | $514K | 0.0% | +27.7% | 0.000% | |
5/8/2025 | US Bancorp DE | 5,465 | $68K | 0.0% | -63.2% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 43,202 | $535K | 0.0% | +7.8% | 0.000% | |
5/8/2025 | First Foundation Advisors | 11,150 | $138K | 0.0% | N/A | 0.000% | |
5/7/2025 | Fiera Capital Corp | 152,208 | $1.88M | 0.0% | -8.2% | 0.000% | |
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5/7/2025 | Foundations Investment Advisors LLC | 12,494 | $155K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 855,155 | $10.59M | 0.0% | +24.2% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 482,157 | $5.79M | 0.7% | +13.1% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 204,086 | $2.53M | 1.6% | -24.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 153,040 | $1.90M | 0.0% | -5.4% | 0.000% | |
5/6/2025 | Morling Financial Advisors LLC | 13,486 | $167K | 0.1% | -26.9% | 0.000% | |
5/6/2025 | Pinnacle Associates Ltd. | 98,883 | $1.22M | 0.0% | +3.4% | 0.000% | |
5/5/2025 | Gries Financial LLC | 15,033 | $186K | 0.0% | N/A | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 255,261 | $3.16M | 0.1% | +863.0% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 19,738 | $244K | 0.0% | -22.3% | 0.000% | |