5/20/2025 | Focus Partners Wealth | 21,138 | $265K | 0.0% | +26.4% | 0.000% | |
5/16/2025 | Josh Arnold Investment Consultant LLC | 42,050 | $528K | 0.4% | +2.4% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 200,643 | $2.52M | 0.0% | -23.6% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 1,792,376 | $22.51M | 0.0% | +102.6% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 63,671 | $800K | 0.0% | +14.6% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 145,178 | $1.82M | 0.7% | -14.8% | 0.000% | |
5/14/2025 | PKS Advisory Services LLC | 15,718 | $197K | 0.1% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 85,269 | $1.07M | 0.0% | +176.0% | 0.000% | |
5/14/2025 | CW Advisors LLC | 74,116 | $931K | 0.0% | +534.8% | 0.000% | |
5/14/2025 | Venture Visionary Partners LLC | 17,007 | $214K | 0.0% | +17.1% | 0.000% | |
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5/13/2025 | Elequin Capital LP | 18,047 | $227K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,960,684 | $24.63M | 0.0% | +2.7% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 27,266 | $342K | 0.0% | +133.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 52,200 | $656K | 0.0% | +32.6% | 0.000% | |
5/12/2025 | Cooper Financial Group | 69,623 | $874K | 0.1% | -1.4% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 30,995 | $389K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 53,282 | $669K | 0.1% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,719 | $248K | 0.0% | -50.7% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 107,500 | $1.35M | 0.5% | N/A | 0.000% | |
5/9/2025 | Sound Financial Strategies Group LLC | 95,624 | $1.20M | 1.1% | N/A | 0.000% | |
5/9/2025 | Delta Financial Group Inc. | 31,025 | $390K | 0.1% | -2.9% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,450 | $43K | 0.0% | -92.1% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 23,228 | $292K | 0.0% | -13.4% | 0.000% | |
5/8/2025 | US Bancorp DE | 25,472 | $320K | 0.0% | -9.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 723,444 | $9.09M | 0.0% | -24.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 177,281 | $2.23M | 0.0% | +7.9% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 14,715 | $185K | 0.0% | N/A | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 53,292 | $669K | 0.0% | -2.0% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 199,201 | $2.50M | 0.0% | +2.3% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 7,536 | $95K | 0.0% | -35.7% | 0.000% | |
5/2/2025 | Fortress Wealth Management Inc. | 264,869 | $3.33M | 1.7% | +134.3% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 305,290 | $3.83M | 0.1% | -1.5% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 25,439 | $320K | 0.0% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 10,994 | $131K | 0.0% | +11.9% | 0.000% | |
4/30/2025 | Wealth Advisory Solutions LLC | 342,090 | $4.30M | 1.1% | +8.5% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 15,147 | $190K | 0.0% | -24.6% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 26,262 | $330K | 0.0% | +21.6% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 28,637 | $360K | 0.0% | -28.1% | 0.000% | |
4/28/2025 | Castle Wealth Management LLC | 243,046 | $3.05M | 1.2% | +3.6% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 146,538 | $1.74M | 0.0% | -1.8% | 0.000% | |
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4/25/2025 | Ameritas Advisory Services LLC | 76,667 | $938K | 0.0% | -63.7% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 21,286 | $267K | 0.1% | -4.5% | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 47,665 | $599K | 0.0% | +266.0% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 10,000 | $126K | 0.0% | +100.0% | 0.000% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 687,972 | $8.64M | 6.0% | +29.0% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 172,890 | $2.17M | 0.3% | +4.6% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 145,967 | $1.83M | 0.0% | +2.1% | 0.000% | |
4/22/2025 | XML Financial LLC | 10,680 | $134K | 0.0% | N/A | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 278,629 | $3.50M | 0.0% | +18.9% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 58,013 | $729K | 0.0% | -9.6% | 0.000% | |
4/21/2025 | ORG Wealth Partners LLC | 79,570 | $1.01M | 0.3% | +1,173.1% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 63,559 | $798K | 0.0% | -3.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 91,043 | $1.14M | 0.0% | -1.8% | 0.000% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 400,710 | $5.03M | 0.3% | +31.4% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 114,020 | $1.43M | 0.0% | +8.2% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 5,248 | $66K | 0.0% | +246.2% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 17,141 | $215K | 0.0% | +5.6% | 0.000% | |
4/11/2025 | Vanguard Capital Wealth Advisors | 32,500 | $408K | 0.5% | +8.3% | 0.000% | |
4/10/2025 | Breakwater Capital Group | 35,466 | $445K | 0.1% | +90.5% | 0.000% | |
4/10/2025 | Lake Street Private Wealth LLC | 404,250 | $5.08M | 0.8% | +3.0% | 0.000% | |
4/9/2025 | HBW Advisory Services LLC | 72,122 | $906K | 0.1% | +3.4% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 13,256 | $166K | 0.0% | N/A | 0.000% | |
4/9/2025 | Sweeney & Michel LLC | 67,279 | $845K | 0.3% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 21,845 | $274K | 0.0% | +99,195.5% | 0.000% | |
4/9/2025 | Future Financial Wealth Managment LLC | 63,498 | $798K | 0.6% | +6.0% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 105,364 | $1.29M | 0.0% | +53.3% | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 72,900 | $892K | 0.1% | +5.0% | 0.000% | |
2/18/2025 | Josh Arnold Investment Consultant LLC | 41,050 | $502K | 0.4% | +12.3% | 0.000% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 30,000 | $367K | 0.4% | +25.0% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 16,721 | $216K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 5,890 | $72K | 0.0% | -29.4% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 164,285 | $2.01M | 0.0% | +1.1% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 55,545 | $680K | 0.0% | +21.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,636,146 | $32.27M | 0.0% | +3.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 820,872 | $10.05M | 0.0% | +0.7% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 11,705 | $143K | 0.0% | N/A | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 14,987 | $183K | 0.0% | -21.3% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 16,779 | $205K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 30,890 | $378K | 0.0% | -6.1% | 0.000% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 48,563 | $594K | 0.4% | N/A | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 11,666 | $143K | 0.0% | -57.2% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 99,044 | $1.21M | 0.0% | -6.9% | 0.000% | |
2/13/2025 | Mariner LLC | 542,836 | $6.64M | 0.0% | -2.5% | 0.000% | |
2/13/2025 | Keystone Financial Group | 13,220 | $162K | 0.0% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 90,623 | $1.11M | 0.0% | +59.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 1,908,333 | $23.36M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 905,249 | $11.08M | 0.0% | -24.6% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 28,888 | $354K | 0.0% | N/A | 0.000% | |
2/12/2025 | Brown Brothers Harriman & Co. | 5,223 | $64K | 0.0% | N/A | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 15,289 | $198K | 0.0% | N/A | 0.000% | |
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2/11/2025 | Congress Wealth Management LLC DE | 11,676 | $143K | 0.0% | -46.3% | 0.000% | |
2/11/2025 | LPL Financial LLC | 962,075 | $11.78M | 0.0% | +28.6% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 170,477 | $2.09M | 0.9% | +40.7% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 262,666 | $3.22M | 0.1% | -24.8% | 0.000% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 77,827 | $953K | 0.0% | +1.3% | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 6,221 | $76K | 0.0% | +18.6% | 0.000% | |
2/10/2025 | Carret Asset Management LLC | 11,504 | $141K | 0.0% | -12.8% | 0.000% | |
2/10/2025 | 1776 Wealth LLC | 10,000 | $122K | 0.1% | +900.0% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,388 | $152K | 0.0% | +7.4% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 10,000 | $122K | 0.0% | N/A | 0.000% | |