8/15/2025 | Captrust Financial Advisors | 105,315 | $974K | 0.0% | +3.9% | 0.208% | |
8/15/2025 | Modern Wealth Management LLC | 1,095,569 | $10.13M | 0.3% | +1.9% | 2.162% | |
8/15/2025 | Bank of America Corp DE | 533,966 | $4.94M | 0.0% | +0.5% | 1.054% | |
8/15/2025 | AQR Arbitrage LLC | 29,271 | $269K | 0.0% | -47.1% | 0.058% | |
8/14/2025 | Raymond James Financial Inc. | 326,073 | $3.02M | 0.0% | -2.6% | 0.643% | |
8/14/2025 | Diversify Advisory Services LLC | 64,071 | $623K | 0.0% | -3.8% | 0.126% | |
8/14/2025 | Peapack Gladstone Financial Corp | 10,279 | $95K | 0.0% | -24.3% | 0.020% | |
8/14/2025 | Heritage Wealth Management Inc. | 12,345 | $114K | 0.0% | -37.3% | 0.024% | |
8/14/2025 | Quantedge Capital Pte Ltd | 88,697 | $820K | 0.8% | +79.9% | 0.175% | |
8/13/2025 | Walleye Capital LLC | 34,064 | $315K | 0.0% | -13.5% | 0.067% | |
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8/13/2025 | Guggenheim Capital LLC | 82,969 | $767K | 0.0% | +6.6% | 0.164% | |
8/12/2025 | Advisors Asset Management Inc. | 125,915 | $1.17M | 0.0% | -53.3% | 0.248% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 22,588 | $209K | 0.0% | +7.0% | 0.045% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 19,182 | $177K | 0.0% | +67.0% | 0.038% | |
8/11/2025 | Traub Capital Management LLC | 33,039 | $306K | 0.3% | N/A | 0.065% | |
8/8/2025 | Kingsview Wealth Management LLC | 31,771 | $294K | 0.0% | -7.7% | 0.063% | |
8/8/2025 | WealthShield Partners LLC | 36,053 | $333K | 0.0% | -3.7% | 0.071% | |
8/8/2025 | Family Firm Inc. | 284,626 | $2.63M | 0.6% | -1.3% | 0.562% | |
8/7/2025 | Verus Capital Partners LLC | 11,593 | $107K | 0.0% | N/A | 0.023% | |
8/7/2025 | Roberts Glore & Co. Inc. IL | 89,045 | $824K | 0.2% | +2.3% | 0.176% | |
8/5/2025 | Shaker Financial Services LLC | 1,021,723 | $9.45M | 3.4% | +12.6% | 2.016% | |
8/5/2025 | Alexander Randolph Advisory Inc. | 963,906 | $8.92M | 8.0% | -1.9% | 1.902% | |
8/4/2025 | Wolverine Asset Management LLC | 492,646 | $4.56M | 0.0% | +28.2% | 0.972% | |
8/4/2025 | Flagship Harbor Advisors LLC | 516,858 | $4.78M | 0.2% | -4.5% | 1.020% | |
7/30/2025 | D.A. Davidson & CO. | 23,626 | $219K | 0.0% | -36.3% | 0.047% | |
7/29/2025 | Uhlmann Price Securities LLC | 70,249 | $650K | 0.5% | -2.6% | 0.139% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 832,898 | $7.70M | 0.0% | +11.7% | 1.643% | |
7/24/2025 | Comprehensive Money Management Services LLC | 19,305 | $179K | 0.1% | +22.5% | 0.038% | |
7/24/2025 | JFS Wealth Advisors LLC | 13,896 | $129K | 0.0% | N/A | 0.027% | |
7/23/2025 | Mraz Amerine & Associates Inc. | 363,426 | $3.36M | 0.5% | -1.5% | 0.717% | |
7/17/2025 | Janney Montgomery Scott LLC | 26,640 | $246K | 0.0% | +6.9% | 0.053% | |
7/11/2025 | Diversified Trust Co | 19,269 | $178K | 0.0% | +15.4% | 0.038% | |
7/9/2025 | Sapient Capital LLC | 45,880 | $424K | 0.0% | -50.0% | 0.091% | |
6/2/2025 | Modern Wealth Management LLC | 1,074,754 | $9.06M | 0.3% | +11.0% | 2.121% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 610,323 | $5.15M | 0.3% | -43.8% | 1.204% | |
5/16/2025 | NewEdge Advisors LLC | 30,469 | $257K | 0.0% | +9.6% | 0.060% | |
5/16/2025 | AQR Arbitrage LLC | 55,322 | $466K | 0.0% | -62.5% | 0.109% | |
5/16/2025 | Advisors Asset Management Inc. | 269,591 | $2.27M | 0.0% | -46.2% | 0.532% | |
5/16/2025 | 1607 Capital Partners LLC | 57,127 | $482K | 0.0% | -61.9% | 0.113% | |
5/15/2025 | EP Wealth Advisors LLC | 41,464 | $350K | 0.0% | -26.6% | 0.082% | |
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5/15/2025 | Royal Bank of Canada | 207,934 | $1.75M | 0.0% | +5.2% | 0.410% | |
5/15/2025 | Landscape Capital Management L.L.C. | 59,980 | $506K | 0.0% | -5.8% | 0.118% | |
5/15/2025 | Eisler Capital Management Ltd. | 10,000 | $84K | 0.0% | N/A | 0.020% | |
5/14/2025 | Walleye Capital LLC | 39,368 | $332K | 0.0% | -16.5% | 0.078% | |
5/13/2025 | Elequin Capital LP | 6,023 | $51K | 0.0% | N/A | 0.012% | |
5/13/2025 | FCA Corp TX | 296,439 | $2.50M | 0.8% | -2.7% | 0.585% | |
5/12/2025 | Wolverine Asset Management LLC | 384,130 | $3.24M | 0.0% | +8.5% | 0.758% | |
5/9/2025 | Roberts Glore & Co. Inc. IL | 87,074 | $734K | 0.2% | -1.9% | 0.172% | |
5/9/2025 | Shaker Financial Services LLC | 907,197 | $7.65M | 3.0% | +23.5% | 1.790% | |
5/8/2025 | Commerce Bank | 29,712 | $250K | 0.0% | N/A | 0.059% | |
5/8/2025 | Alexander Randolph Advisory Inc. | 982,323 | $8.28M | 8.1% | -0.9% | 1.938% | |
5/7/2025 | LPL Financial LLC | 671,106 | $5.66M | 0.0% | +13.3% | 1.324% | |
5/6/2025 | Readystate Asset Management LP | 88,772 | $748K | 0.0% | +159.2% | 0.175% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 461,992 | $3.90M | 0.7% | +6.8% | 0.912% | |
5/5/2025 | Diversify Advisory Services LLC | 66,627 | $548K | 0.0% | -3.3% | 0.131% | |
5/1/2025 | Family Firm Inc. | 288,404 | $2.43M | 0.5% | -3.0% | 0.569% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 369,024 | $3.12M | 0.5% | -0.4% | 0.728% | |
4/30/2025 | Brown Advisory Inc. | 74,719 | $630K | 0.0% | -6.2% | 0.147% | |
4/29/2025 | Heritage Wealth Management Inc. | 19,682 | $166K | 0.1% | N/A | 0.039% | |
4/29/2025 | Calamos Advisors LLC | 23,590 | $199K | 0.0% | -35.2% | 0.047% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 745,898 | $6.29M | 0.0% | +7.3% | 1.472% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 11,487 | $97K | 0.0% | -25.5% | 0.023% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,675 | $124K | 0.0% | N/A | 0.029% | |
4/22/2025 | Flagship Harbor Advisors LLC | 540,978 | $4.56M | 0.2% | -1.2% | 1.067% | |
4/22/2025 | Advisor Resource Council | 35,688 | $301K | 0.0% | N/A | 0.070% | |
4/15/2025 | Sapient Capital LLC | 91,705 | $773K | 0.0% | -6.7% | 0.181% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 58,426 | $493K | 0.0% | +101.4% | 0.115% | |
3/4/2025 | Comprehensive Money Management Services LLC | 15,280 | $149K | 0.1% | N/A | 0.030% | |
2/17/2025 | Quantedge Capital Pte Ltd | 56,497 | $551K | 0.2% | +27.8% | 0.111% | |
2/17/2025 | Logan Stone Capital LLC | 91,912 | $896K | 0.3% | +181.7% | 0.181% | |
2/17/2025 | EP Wealth Advisors LLC | 56,504 | $551K | 0.0% | -3.1% | 0.111% | |
2/17/2025 | Cetera Investment Advisers | 11,581 | $113K | 0.0% | -96.2% | 0.023% | |
2/17/2025 | Captrust Financial Advisors | 103,387 | $1.01M | 0.0% | -2.5% | 0.204% | |
2/17/2025 | Bank of America Corp DE | 504,401 | $4.92M | 0.0% | +4.9% | 0.995% | |
2/14/2025 | AQR Arbitrage LLC | 147,356 | $1.44M | 0.0% | -25.1% | 0.291% | |
2/14/2025 | Stifel Financial Corp | 60,831 | $593K | 0.0% | +10.3% | 0.120% | |
2/14/2025 | Shaker Financial Services LLC | 734,786 | $7.16M | 2.7% | +18.7% | 1.450% | |
2/13/2025 | 1607 Capital Partners LLC | 149,985 | $1.46M | 0.1% | -9.8% | 0.296% | |
2/13/2025 | NewEdge Advisors LLC | 27,794 | $271K | 0.0% | -5.6% | 0.055% | |
2/13/2025 | Walleye Capital LLC | 47,150 | $460K | 0.0% | +11.9% | 0.093% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 15,418 | $150K | 0.0% | +12.5% | 0.030% | |
2/13/2025 | Raymond James Financial Inc. | 355,771 | $3.47M | 0.0% | N/A | 0.702% | |
2/13/2025 | Wells Fargo & Company MN | 604,206 | $5.89M | 0.0% | +3.9% | 1.192% | |
2/12/2025 | Landscape Capital Management L.L.C. | 63,644 | $621K | 0.1% | -33.6% | 0.126% | |
2/12/2025 | DKM Wealth Management Inc. | 23,002 | $224K | 0.2% | N/A | 0.045% | |
2/11/2025 | Modern Wealth Management LLC | 1,008,152 | $10.14M | 0.4% | N/A | 1.989% | |
2/11/2025 | LPL Financial LLC | 592,578 | $5.78M | 0.0% | +86.7% | 1.169% | |
2/10/2025 | Advisors Asset Management Inc. | 501,102 | $4.89M | 0.1% | -23.5% | 0.989% | |
2/10/2025 | Commonwealth Equity Services LLC | 150,437 | $1.47M | 0.0% | +4.7% | 0.297% | |
2/7/2025 | HighTower Advisors LLC | 39,663 | $387K | 0.0% | +272.6% | 0.078% | |
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2/7/2025 | Moors & Cabot Inc. | 112,421 | $1.10M | 0.1% | +6.7% | 0.222% | |
2/7/2025 | Roberts Glore & Co. Inc. IL | 88,752 | $865K | 0.3% | +1.7% | 0.175% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 432,511 | $4.22M | 0.8% | +14.4% | 0.853% | |
2/6/2025 | Raymond James Financial Inc. | 355,771 | $3.47M | 0.0% | N/A | 0.702% | |
2/6/2025 | Bard Associates Inc. | 154,001 | $1.50M | 0.5% | -14.2% | 0.304% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 20,843 | $203K | 0.0% | +107.8% | 0.041% | |
2/4/2025 | WealthShield Partners LLC | 36,301 | $354K | 0.1% | -11.0% | 0.072% | |
2/4/2025 | Alexander Randolph Advisory Inc. | 991,033 | $9.66M | 9.0% | -0.7% | 1.955% | |
2/3/2025 | Wolverine Asset Management LLC | 353,905 | $3.45M | 0.0% | +88.5% | 0.698% | |
2/3/2025 | Private Advisor Group LLC | 89,992 | $877K | 0.0% | +10.5% | 0.178% | |