8/1/2025 | Advisory Alpha LLC | 32,661 | $1.59M | 0.0% | -19.6% | 0.346% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 91,204 | $4.44M | 0.8% | N/A | 0.965% | |
8/1/2025 | Envestnet Asset Management Inc. | 71,881 | $3.50M | 0.0% | +122.7% | 0.761% | |
7/31/2025 | Insight Wealth Partners LLC | 53,573 | $2.61M | 1.0% | +2.9% | 0.567% | |
7/30/2025 | Cullen Frost Bankers Inc. | 6,278 | $306K | 0.0% | +4.8% | 0.066% | |
7/29/2025 | Systelligence LLC | 165,931 | $8.08M | 1.5% | +34.7% | 1.756% | |
7/28/2025 | Rosenberg Matthew Hamilton | 16,084 | $784K | 0.2% | -8.9% | 0.170% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,723 | $863K | 0.0% | -17.4% | 0.188% | |
7/23/2025 | Columbus Macro LLC | 23,432 | $1.14M | 0.1% | +25.8% | 0.248% | |
7/18/2025 | Truist Financial Corp | 4,719 | $230K | 0.0% | N/A | 0.050% | |
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7/17/2025 | Prepared Retirement Institute LLC | 156,402 | $7.62M | 4.5% | +160.4% | 1.655% | |
7/14/2025 | Ridgewood Investments LLC | 8,228 | $401K | 0.2% | -5.2% | 0.087% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 54,023 | $2.63M | 0.1% | -15.1% | 0.572% | |
7/10/2025 | Community Trust & Investment Co. | 16,322 | $795K | 0.0% | N/A | 0.174% | |
7/9/2025 | Krilogy Financial LLC | 128,503 | $6.26M | 0.4% | -5.4% | 1.367% | |
7/9/2025 | Central Bank & Trust Co. | 182,706 | $8.90M | 1.5% | -6.0% | 1.944% | |
7/3/2025 | Arvest Investments Inc. | 442,161 | $21.54M | 3.2% | -0.6% | 4.806% | |
7/3/2025 | City Center Advisors LLC | 5,767 | $281K | 0.3% | +10.3% | 0.063% | |
5/19/2025 | Jane Street Group LLC | 35,391 | $1.70M | 0.0% | +19.2% | 0.395% | |
5/19/2025 | Advisory Alpha LLC | 40,607 | $1.95M | 0.1% | -3.4% | 0.454% | |
5/19/2025 | Palogic Value Management L.P. | 23,830 | $1.14M | 0.5% | +3.0% | 0.266% | |
5/16/2025 | Coppell Advisory Solutions LLC | 28,408 | $1.36M | 0.1% | +17,117.0% | 0.317% | |
5/16/2025 | Jones Financial Companies Lllp | 534,735 | $25.67M | 0.0% | +4,842.6% | 6.008% | |
5/16/2025 | Hancock Whitney Corp | 219,110 | $10.52M | 0.3% | N/A | 2.462% | |
5/15/2025 | Insight Wealth Partners LLC | 52,073 | $2.50M | 0.4% | +0.6% | 0.585% | |
5/15/2025 | Palogic Value Management L.P. | 23,830 | $1.14M | 0.5% | +3.0% | 0.268% | |
5/15/2025 | OLD Mission Capital LLC | 9,394 | $451K | 0.0% | N/A | 0.106% | |
5/15/2025 | Tortoise Investment Management LLC | 329,848 | $15.83M | 1.6% | -4.3% | 3.706% | |
5/14/2025 | Comerica Bank | 13,205 | $634K | 0.0% | +3.3% | 0.148% | |
5/14/2025 | Flow Traders U.S. LLC | 23,206 | $1.11M | 0.0% | +53.6% | 0.261% | |
5/13/2025 | HighTower Advisors LLC | 110,940 | $5.33M | 0.0% | +52.1% | 1.247% | |
5/7/2025 | Ridgewood Investments LLC | 8,675 | $416K | 0.2% | -6.2% | 0.097% | |
5/7/2025 | LPL Financial LLC | 204,474 | $9.82M | 0.0% | +177.5% | 2.297% | |
5/6/2025 | Cetera Investment Advisers | 17,483 | $839K | 0.0% | +40.1% | 0.196% | |
5/6/2025 | Avantax Advisory Services Inc. | 37,612 | $1.81M | 0.0% | N/A | 0.423% | |
5/6/2025 | AE Wealth Management LLC | 374,007 | $17.95M | 0.2% | +6.6% | 4.202% | |
5/6/2025 | Boyd Watterson Asset Management LLC OH | 580 | $28K | 0.0% | N/A | 0.007% | |
5/2/2025 | Cullen Frost Bankers Inc. | 5,990 | $288K | 0.0% | +7.3% | 0.067% | |
5/2/2025 | Prepared Retirement Institute LLC | 60,069 | $2.88M | 1.8% | N/A | 0.675% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 63,635 | $3.05M | 0.1% | +39.8% | 0.715% | |
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4/29/2025 | Envestnet Asset Management Inc. | 32,281 | $1.55M | 0.0% | +10.4% | 0.363% | |
4/28/2025 | Rosenberg Matthew Hamilton | 17,655 | $847K | 0.2% | +16.9% | 0.198% | |
4/28/2025 | Horizon Financial Services LLC | 266,016 | $12.77M | 0.1% | +4,760.5% | 2.989% | |
4/24/2025 | Elevated Capital Advisors LLC | 11,192 | $537K | 0.2% | -12.6% | 0.126% | |
4/23/2025 | Systelligence LLC | 123,204 | $5.91M | 1.4% | N/A | 1.369% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 21,453 | $1.03M | 0.0% | -39.7% | 0.238% | |
4/17/2025 | Columbus Macro LLC | 18,631 | $894K | 0.1% | +57.2% | 0.207% | |
4/16/2025 | Goldstone Financial Group LLC | 21,420 | $1.03M | 0.2% | -16.3% | 0.238% | |
4/16/2025 | Krilogy Financial LLC | 135,802 | $6.52M | 0.4% | -0.7% | 1.509% | |
4/15/2025 | Arvest Investments Inc. | 444,995 | $21.36M | 3.4% | +1.8% | 4.944% | |
4/14/2025 | Tounjian Advisory Partners LLC | 14,508 | $696K | 0.1% | N/A | 0.161% | |
4/14/2025 | Central Bank & Trust Co. | 194,449 | $9.33M | 1.6% | -6.4% | 2.161% | |
4/14/2025 | City Center Advisors LLC | 5,229 | $251K | 0.3% | +10.9% | 0.058% | |
4/9/2025 | ST Germain D J Co. Inc. | 1,560 | $75K | 0.0% | -24.3% | 0.017% | |
4/8/2025 | Advisory Alpha LLC | 15,503 | $744K | 0.0% | -63.1% | 0.172% | |
2/17/2025 | Willis Johnson & Associates Inc. | 14,989 | $707K | 0.1% | -7.2% | 0.170% | |
2/17/2025 | Tidal Investments LLC | 31,180 | $1.47M | 0.0% | +9.5% | 0.354% | |
2/17/2025 | Pathstone Holdings LLC | 329,506 | $15.55M | 0.1% | -54.5% | 3.744% | |
2/17/2025 | Cetera Investment Advisers | 12,482 | $589K | 0.0% | -8.3% | 0.142% | |
2/17/2025 | Citadel Advisors LLC | 181,996 | $8.59M | 0.0% | +1,491.6% | 2.068% | |
2/17/2025 | Bank of America Corp DE | 250,564 | $11.83M | 0.0% | -3.5% | 2.847% | |
2/17/2025 | Ameriprise Financial Inc. | 44,308 | $2.09M | 0.0% | -8.4% | 0.504% | |
2/14/2025 | Jane Street Group LLC | 29,699 | $1.40M | 0.0% | -50.5% | 0.337% | |
2/14/2025 | Two Sigma Securities LLC | 5,444 | $257K | 0.0% | N/A | 0.062% | |
2/14/2025 | Dark Forest Capital Management LP | 24,188 | $1.14M | 0.2% | -16.7% | 0.275% | |
2/14/2025 | First Trust Advisors LP | 39,920 | $1.88M | 0.0% | +1.9% | 0.454% | |
2/13/2025 | Guggenheim Capital LLC | 31,904 | $1.51M | 0.0% | +14.6% | 0.363% | |
2/13/2025 | Raymond James Financial Inc. | 55,707 | $2.63M | 0.0% | N/A | 0.633% | |
2/13/2025 | Envestnet Asset Management Inc. | 29,228 | $1.38M | 0.0% | +13.1% | 0.332% | |
2/13/2025 | Wells Fargo & Company MN | 184,864 | $8.73M | 0.0% | +61.1% | 2.101% | |
2/12/2025 | Horizon Financial Services LLC | 5,473 | $258K | 0.1% | -20.3% | 0.062% | |
2/12/2025 | JPMorgan Chase & Co. | 11,861 | $560K | 0.0% | +8.0% | 0.135% | |
2/12/2025 | PKS Advisory Services LLC | 11,015 | $520K | 0.1% | N/A | 0.125% | |
2/11/2025 | TIAA Trust National Association | 8,464 | $400K | 0.0% | -96.3% | 0.096% | |
2/11/2025 | LPL Financial LLC | 73,688 | $3.48M | 0.0% | +25.7% | 0.837% | |
2/11/2025 | Sykon Capital LLC | 55,553 | $2.62M | 0.9% | -3.7% | 0.631% | |
2/11/2025 | Palogic Value Management L.P. | 23,138 | $1.09M | 0.0% | +14.0% | 0.249% | |
2/11/2025 | Arvest Investments Inc. | 437,038 | $20.63M | 3.3% | -1.1% | 4.966% | |
2/10/2025 | Commonwealth Equity Services LLC | 30,906 | $1.46M | 0.0% | +2.9% | 0.351% | |
2/7/2025 | HighTower Advisors LLC | 72,940 | $3.44M | 0.0% | +15.5% | 0.829% | |
2/7/2025 | Tortoise Investment Management LLC | 344,554 | $16.26M | 1.7% | +1.1% | 3.915% | |
2/6/2025 | Raymond James Financial Inc. | 55,707 | $2.63M | 0.0% | N/A | 0.633% | |
2/6/2025 | Cullen Frost Bankers Inc. | 5,581 | $263K | 0.0% | +70.2% | 0.063% | |
2/6/2025 | Jones Financial Companies Lllp | 10,819 | $511K | 0.0% | +8.4% | 0.123% | |
2/4/2025 | Bank of New York Mellon Corp | 4,568 | $216K | 0.0% | N/A | 0.052% | |
2/4/2025 | IFP Advisors Inc | 2,762 | $130K | 0.0% | +572.0% | 0.031% | |
2/3/2025 | Laidlaw Wealth Management LLC | 47,764 | $2.25M | 1.0% | +38.0% | 0.543% | |
1/30/2025 | MidAtlantic Capital Management Inc. | 1,064 | $50K | 0.0% | +65.2% | 0.012% | |
1/29/2025 | Ocean Park Asset Management LLC | 46,586 | $2.20M | 0.1% | N/A | 0.529% | |
1/24/2025 | Columbus Macro LLC | 11,853 | $559K | 0.1% | +3.9% | 0.135% | |
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1/24/2025 | GEN Financial Management INC. | 15,385 | $726K | 0.5% | N/A | 0.175% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 45,518 | $2.15M | 0.1% | N/A | 0.517% | |
1/17/2025 | Advisory Alpha LLC | 42,046 | $1.99M | 0.1% | -7.4% | 0.478% | |
1/16/2025 | Central Bank & Trust Co. | 207,701 | $9.80M | 1.5% | +5.4% | 2.360% | |
1/15/2025 | Krilogy Financial LLC | 136,770 | $6.46M | 0.4% | +5.0% | 1.554% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 5,829 | $275K | 0.0% | -27.9% | 0.066% | |
1/15/2025 | Goldstone Financial Group LLC | 25,605 | $1.21M | 0.2% | +8.3% | 0.291% | |
1/15/2025 | Decker Retirement Planning Inc. | 601 | $28K | 0.0% | N/A | 0.007% | |
1/14/2025 | Rosenberg Matthew Hamilton | 15,097 | $713K | 0.2% | +16.8% | 0.172% | |
1/13/2025 | Elevated Capital Advisors LLC | 12,812 | $605K | 0.2% | +142.3% | 0.146% | |