7/25/2025 | Apollon Wealth Management LLC | 3,342 | $205K | 0.0% | -23.6% | 0.000% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 3,873 | $238K | 0.0% | +16.6% | 0.000% | |
7/24/2025 | Lester Murray Antman dba SimplyRich | 7,538 | $462K | 0.1% | -10.2% | 0.000% | |
7/24/2025 | U S Global Investors Inc. | 15,000 | $921K | 0.1% | +275.0% | 0.001% | |
7/24/2025 | Trust Co. of Toledo NA OH | 549 | $34K | 0.0% | N/A | 0.000% | |
7/24/2025 | Aberdeen Group plc | 347,500 | $21.33M | 0.0% | +3.0% | 0.014% | |
7/24/2025 | Agate Pass Investment Management LLC | 3,270 | $201K | 0.1% | -46.1% | 0.000% | |
7/24/2025 | PDS Planning Inc | 7,335 | $450K | 0.0% | -4.5% | 0.000% | |
7/24/2025 | Blue Trust Inc. | 10,926 | $671K | 0.0% | -27.8% | 0.000% | |
7/24/2025 | Fourpath Capital Management LLC | 19,596 | $1.20M | 0.2% | -2.9% | 0.001% | |
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7/24/2025 | Robertson Stephens Wealth Management LLC | 8,348 | $521K | 0.0% | -38.6% | 0.000% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 35,125 | $2.16M | 0.1% | +0.5% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 1,607 | $99K | 0.0% | -11.6% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 57,376 | $3.52M | 0.1% | +113.0% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 75,227 | $4.62M | 0.0% | +11.1% | 0.003% | |
7/24/2025 | Leo Wealth LLC | 23,927 | $1.47M | 0.1% | +14.3% | 0.001% | |
7/24/2025 | US Bancorp DE | 103,707 | $6.37M | 0.0% | -16.8% | 0.004% | |
7/23/2025 | Columbus Macro LLC | 38,945 | $2.39M | 0.3% | +1.4% | 0.002% | |
7/23/2025 | Cohen Investment Advisors LLC | 6,850 | $421K | 0.2% | -5.2% | 0.000% | |
7/23/2025 | Clear Creek Financial Management LLC | 6,184 | $380K | 0.0% | +2.8% | 0.000% | |
7/23/2025 | Abel Hall LLC | 10,500 | $645K | 0.3% | +37.3% | 0.000% | |
7/23/2025 | Venturi Wealth Management LLC | 18,499 | $1.14M | 0.1% | -31.4% | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 8,396 | $515K | 0.0% | -2.6% | 0.000% | |
7/22/2025 | Euro Pacific Asset Management LLC | 163,513 | $10.04M | 1.6% | -0.8% | 0.007% | |
7/22/2025 | Valeo Financial Advisors LLC | 10,234 | $628K | 0.0% | +3.8% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 133,537 | $8.20M | 0.0% | -1.3% | 0.006% | |
7/22/2025 | Global Assets Advisory LLC | 5,031 | $309K | 0.1% | -49.8% | 0.000% | |
7/22/2025 | Orca Wealth Management LLC | 22,503 | $1.38M | 1.2% | -1.1% | 0.001% | |
7/22/2025 | Simplicity Wealth LLC | 8,810 | $541K | 0.0% | +184.6% | 0.000% | |
7/22/2025 | OLD National Bancorp IN | 7,535 | $463K | 0.0% | -17.6% | 0.000% | |
7/22/2025 | Clarius Group LLC | 8,603 | $528K | 0.0% | +12.4% | 0.000% | |
7/22/2025 | Checchi Capital Advisers LLC | 16,951 | $1.04M | 0.1% | -8.2% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 190,637 | $11.70M | 0.1% | +15.2% | 0.008% | |
7/21/2025 | ZWJ Investment Counsel Inc. | 81,142 | $4.98M | 0.2% | -5.2% | 0.003% | |
7/21/2025 | Ascent Group LLC | 14,650 | $899K | 0.0% | +22.8% | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,772 | $170K | 0.0% | -65.7% | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,506 | $215K | 0.0% | N/A | 0.000% | |
7/21/2025 | Abundance Wealth Counselors | 26,528 | $1.64M | 0.3% | +5.1% | 0.001% | |
7/21/2025 | Hilltop National Bank | 2,723 | $167K | 0.0% | N/A | 0.000% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 3,347 | $205K | 0.0% | +7.7% | 0.000% | |
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7/21/2025 | J2 Capital Management Inc | 6,269 | $385K | 0.3% | +5.3% | 0.000% | |
7/21/2025 | DMKC Advisory Services LLC | 33,648 | $2.08M | 1.1% | +11.2% | 0.001% | |
7/18/2025 | New Wave Wealth Advisors LLC | 4,520 | $277K | 0.1% | -4.4% | 0.000% | |
7/18/2025 | First Pacific Financial | 30,285 | $1.86M | 0.3% | +178,047.1% | 0.001% | |
7/18/2025 | PFG Investments LLC | 9,315 | $572K | 0.0% | -2.1% | 0.000% | |
7/18/2025 | Truist Financial Corp | 426,666 | $26.19M | 0.0% | -0.2% | 0.018% | |
7/18/2025 | Bourgeon Capital Management LLC | 78,107 | $4.80M | 0.9% | +1.6% | 0.003% | |
7/17/2025 | Park Place Capital Corp | 9,776 | $605K | 0.1% | -5.6% | 0.000% | |
7/17/2025 | Greenleaf Trust | 13,708 | $842K | 0.0% | -4.4% | 0.001% | |
7/17/2025 | Raleigh Capital Management Inc. | 35,455 | $2.18M | 0.9% | +3.3% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 17,677 | $1.09M | 0.0% | -15.5% | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 162,866 | $10.00M | 0.0% | -2.5% | 0.007% | |
7/17/2025 | GC Wealth Management RIA LLC | 4,182 | $257K | 0.0% | -30.3% | 0.000% | |
7/17/2025 | Genesis Private Wealth LLC | 6,532 | $401K | 0.2% | -14.0% | 0.000% | |
7/17/2025 | First County Bank CT | 11,121 | $683K | 0.4% | -12.0% | 0.000% | |
7/17/2025 | Barry Investment Advisors LLC | 65,036 | $3.99M | 1.0% | +3.6% | 0.003% | |
7/17/2025 | BayBridge Capital Group LLC | 3,956 | $243K | 0.2% | +7.6% | 0.000% | |
7/17/2025 | LVW Advisors LLC | 11,248 | $691K | 0.1% | -35.2% | 0.000% | |
7/16/2025 | Signaturefd LLC | 37,027 | $2.27M | 0.0% | -3.4% | 0.002% | |
7/16/2025 | ORG Partners LLC | 3,696 | $229K | 0.0% | -7.6% | 0.000% | |
7/16/2025 | Augustine Asset Management Inc. | 92,316 | $5.67M | 1.5% | +0.7% | 0.004% | |
7/16/2025 | Ipswich Investment Management Co. Inc. | 21,930 | $1.35M | 0.3% | -4.4% | 0.001% | |
7/16/2025 | Old Port Advisors | 39,184 | $2.41M | 0.7% | -19.1% | 0.002% | |
7/16/2025 | Kathmere Capital Management LLC | 5,216 | $320K | 0.0% | +12.0% | 0.000% | |
7/16/2025 | Fortune Financial Advisors LLC | 14,122 | $867K | 0.7% | +1.8% | 0.001% | |
7/15/2025 | Signet Financial Management LLC | 42,312 | $2.60M | 0.3% | -0.4% | 0.002% | |
7/15/2025 | TD Private Client Wealth LLC | 81,768 | $5.02M | 0.1% | N/A | 0.003% | |
7/15/2025 | Lynch & Associates IN | 31,046 | $1.91M | 0.4% | -1.0% | 0.001% | |
7/15/2025 | Financial Management Professionals Inc. | 721 | $45K | 0.0% | +49.0% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 16,508 | $1.01M | 0.0% | +11.5% | 0.001% | |
7/15/2025 | Drum Hill Capital LLC | 60,399 | $3.71M | 4.1% | -1.8% | 0.003% | |
7/15/2025 | Fifth Third Bancorp | 16,245 | $997K | 0.0% | -2.5% | 0.001% | |
7/15/2025 | Bfsg LLC | 118,925 | $7.30M | 0.8% | +0.5% | 0.005% | |
7/15/2025 | Cardinal Capital Management | 43,959 | $2.74M | 0.4% | +2.1% | 0.002% | |
7/14/2025 | Opal Wealth Advisors LLC | 1,495 | $92K | 0.0% | +49.8% | 0.000% | |
7/14/2025 | MFA Wealth Advisors LLC | 4,171 | $256K | 0.1% | +21.4% | 0.000% | |
7/14/2025 | AdvisorNet Financial Inc | 5,357 | $329K | 0.0% | +4.1% | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 4,518 | $277K | 0.0% | +30.8% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 7,989 | $490K | 0.0% | +6.0% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 39,085 | $2.40M | 0.0% | +10.4% | 0.002% | |
7/14/2025 | Sowell Financial Services LLC | 3,588 | $220K | 0.0% | -17.0% | 0.000% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 4,490 | $276K | 0.1% | -3.6% | 0.000% | |
7/11/2025 | BTC Capital Management Inc. | 38,486 | $2.36M | 0.2% | +2.4% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 13,567 | $833K | 0.0% | +96.7% | 0.001% | |
7/11/2025 | Wedge Capital Management L L P NC | 226,458 | $13.90M | 0.2% | -7.6% | 0.009% | |
7/11/2025 | Silver Oak Securities Incorporated | 4,247 | $261K | 0.0% | -9.2% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 4,107 | $252K | 0.0% | +4.3% | 0.000% | |
7/11/2025 | Weatherly Asset Management L. P. | 62,353 | $3.88M | 0.3% | -4.0% | 0.003% | |
7/11/2025 | Lantz Financial LLC | 12,624 | $775K | 0.2% | -2.7% | 0.001% | |
7/11/2025 | Phillips Wealth Planners LLC | 11,777 | $731K | 0.7% | -2.8% | 0.000% | |
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7/11/2025 | Miller Howard Investments Inc. NY | 796,417 | $48.89M | 1.6% | -0.2% | 0.033% | |
7/11/2025 | Grove Bank & Trust | 1,841 | $113K | 0.0% | -22.8% | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 23,252 | $1.50M | 0.5% | N/A | 0.001% | |
7/10/2025 | Moody National Bank Trust Division | 9,704 | $596K | 0.1% | -3.7% | 0.000% | |
7/10/2025 | Fulton Bank N.A. | 51,203 | $3.14M | 0.1% | +1.4% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 89,967 | $5.64M | 0.0% | +25.2% | 0.004% | |
7/10/2025 | Wedmont Private Capital | 5,903 | $369K | 0.0% | -3.9% | 0.000% | |
7/10/2025 | Baader Bank Aktiengesellschaft | 10,494 | $633K | 0.0% | +4.9% | 0.000% | |
7/10/2025 | Sovran Advisors LLC | 4,217 | $262K | 0.0% | N/A | 0.000% | |
7/9/2025 | Sivia Capital Partners LLC | 5,136 | $315K | 0.1% | +17.7% | 0.000% | |