6/27/2025 | Goldman Sachs Group Inc. | 104,815 | $7.40M | 0.0% | +4.8% | 1.240% | |
5/20/2025 | Focus Partners Wealth | 3,099 | $219K | 0.0% | -43.7% | 0.036% | |
5/20/2025 | Strive Asset Management LLC | 2,846 | $201K | 0.1% | -27.9% | 0.033% | |
5/16/2025 | Goldman Sachs Group Inc. | 104,815 | $7.40M | 0.0% | +4.8% | 1.219% | |
5/16/2025 | Jones Financial Companies Lllp | 13,649 | $963K | 0.0% | -55.8% | 0.159% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 4,803 | $339K | 0.1% | +4.4% | 0.056% | |
5/15/2025 | Royal Bank of Canada | 101,984 | $7.20M | 0.0% | +0.3% | 1.186% | |
5/14/2025 | Capital Analysts LLC | 932 | $66K | 0.0% | -40.8% | 0.011% | |
5/13/2025 | Raymond James Financial Inc. | 61,609 | $4.35M | 0.0% | -9.5% | 0.716% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 3,034 | $214K | 0.0% | N/A | 0.035% | |
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5/13/2025 | HighTower Advisors LLC | 13,377 | $944K | 0.0% | -2.0% | 0.156% | |
5/9/2025 | Liberty Wealth Management LLC | 12,013 | $848K | 0.0% | N/A | 0.140% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,281 | $90K | 0.0% | +20.3% | 0.015% | |
5/7/2025 | Patten & Patten Inc. TN | 26,653 | $1.88M | 0.1% | -1.4% | 0.310% | |
5/7/2025 | LPL Financial LLC | 119,866 | $8.46M | 0.0% | +47.6% | 1.394% | |
5/7/2025 | Texas Yale Capital Corp. | 12,930 | $912K | 0.0% | -3.7% | 0.150% | |
5/5/2025 | IFP Advisors Inc | 944 | $67K | 0.0% | +231.2% | 0.011% | |
5/1/2025 | Family Firm Inc. | 9,691 | $684K | 0.2% | -3.6% | 0.113% | |
4/30/2025 | Axxcess Wealth Management LLC | 7,030 | $496K | 0.0% | +40.6% | 0.082% | |
4/30/2025 | Stratos Wealth Advisors LLC | 3,286 | $232K | 0.0% | -61.3% | 0.038% | |
4/30/2025 | Brown Advisory Inc. | 91,067 | $6.43M | 0.0% | -1.0% | 1.059% | |
4/29/2025 | Envestnet Asset Management Inc. | 8,395 | $592K | 0.0% | -22.4% | 0.092% | |
4/29/2025 | Wayfinding Financial LLC | 675 | $47K | 0.0% | N/A | 0.007% | |
4/28/2025 | Arlington Trust Co LLC | 450 | $32K | 0.0% | N/A | 0.005% | |
4/25/2025 | Guardian Asset Advisors LLC | 2,946 | $208K | 0.1% | -16.2% | 0.032% | |
4/22/2025 | Garde Capital Inc. | 657 | $46K | 0.0% | N/A | 0.007% | |
4/21/2025 | Institute for Wealth Management LLC. | 11,283 | $796K | 0.1% | +2.6% | 0.124% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,251 | $512K | 0.0% | +8.2% | 0.080% | |
4/17/2025 | Arkansas Financial Group Inc. | 6,713 | $474K | 0.1% | -3.0% | 0.074% | |
4/17/2025 | Massachusetts Wealth Management | 15,395 | $1.09M | 0.7% | +6.5% | 0.169% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 4,697 | $331K | 0.0% | -9.3% | 0.052% | |
4/9/2025 | NBC Securities Inc. | 427 | $30K | 0.0% | N/A | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,298 | $282K | 0.0% | +32.9% | 0.049% | |
2/18/2025 | Sunbelt Securities Inc. | 3,702 | $242K | 0.0% | N/A | 0.037% | |
2/17/2025 | Two Sigma Investments LP | 67,400 | $4.43M | 0.0% | N/A | 0.667% | |
2/17/2025 | Stonebrook Private Inc. | 4,219 | $277K | 0.1% | N/A | 0.042% | |
2/17/2025 | Strive Asset Management LLC | 3,949 | $260K | 0.2% | N/A | 0.039% | |
2/17/2025 | Focus Partners Wealth | 5,509 | $362K | 0.0% | N/A | 0.055% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 6,040 | $397K | 0.0% | N/A | 0.060% | |
2/17/2025 | Cetera Investment Advisers | 11,848 | $779K | 0.0% | -1.2% | 0.117% | |
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2/17/2025 | Captrust Financial Advisors | 5,025 | $330K | 0.0% | +3.5% | 0.050% | |
2/17/2025 | Citadel Advisors LLC | 18,708 | $1.23M | 0.0% | +265.7% | 0.185% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,327 | $219K | 0.0% | N/A | 0.033% | |
2/17/2025 | Ameriprise Financial Inc. | 5,230 | $344K | 0.0% | +22.7% | 0.052% | |
2/14/2025 | Comerica Bank | 2,466 | $162K | 0.0% | +23.1% | 0.024% | |
2/14/2025 | Beacon Pointe Advisors LLC | 20,485 | $1.35M | 0.0% | +2.0% | 0.203% | |
2/14/2025 | Capital Analysts LLC | 1,575 | $104K | 0.0% | +41.8% | 0.016% | |
2/14/2025 | Integrated Wealth Concepts LLC | 13,931 | $916K | 0.0% | -7.7% | 0.138% | |
2/14/2025 | Canal Capital Management LLC | 20,504 | $1.35M | 0.2% | N/A | 0.203% | |
2/14/2025 | Stifel Financial Corp | 9,555 | $628K | 0.0% | N/A | 0.095% | |
2/14/2025 | TD Waterhouse Canada Inc. | 645 | $42K | 0.0% | -92.8% | 0.006% | |
2/13/2025 | NewEdge Advisors LLC | 2,186 | $144K | 0.0% | -27.5% | 0.022% | |
2/13/2025 | Mariner LLC | 27,153 | $1.78M | 0.0% | -4.6% | 0.269% | |
2/13/2025 | Scotia Capital Inc. | 4,123 | $271K | 0.0% | N/A | 0.041% | |
2/13/2025 | Kraft Davis & Associates LLC | 3,558 | $251K | 0.1% | -87.4% | 0.035% | |
2/13/2025 | Raymond James Financial Inc. | 68,051 | $4.47M | 0.0% | N/A | 0.674% | |
2/13/2025 | Advisory Services Network LLC | 4,439 | $292K | 0.0% | +7.1% | 0.044% | |
2/13/2025 | Bank of Montreal Can | 12,926 | $849K | 0.0% | +134.4% | 0.128% | |
2/13/2025 | Peapack Gladstone Financial Corp | 37,562 | $2.47M | 0.0% | -7.3% | 0.372% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,824 | $711K | 0.0% | -19.4% | 0.107% | |
2/13/2025 | Wells Fargo & Company MN | 59,880 | $3.94M | 0.0% | -2.4% | 0.593% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,465 | $688K | 0.0% | +3.2% | 0.104% | |
2/12/2025 | JPMorgan Chase & Co. | 188,567 | $12.39M | 0.0% | +2,176.8% | 1.867% | |
2/11/2025 | Woodmont Investment Counsel LLC | 5,574 | $366K | 0.0% | N/A | 0.055% | |
2/11/2025 | LPL Financial LLC | 81,188 | $5.34M | 0.0% | -10.2% | 0.804% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 2,490 | $164K | 0.1% | N/A | 0.025% | |
2/10/2025 | Thrivent Financial for Lutherans | 33,916 | $2.23M | 0.0% | +4.3% | 0.336% | |
2/10/2025 | Axxcess Wealth Management LLC | 5,001 | $329K | 0.0% | +47.3% | 0.050% | |
2/10/2025 | Patten & Patten Inc. TN | 27,018 | $1.78M | 0.1% | +4.7% | 0.268% | |
2/10/2025 | Atala Financial Inc | 378 | $25K | 0.0% | N/A | 0.004% | |
2/10/2025 | Commonwealth Equity Services LLC | 40,248 | $2.65M | 0.0% | +5.5% | 0.398% | |
2/7/2025 | Sequoia Financial Advisors LLC | 3,433 | $226K | 0.0% | +19.1% | 0.034% | |
2/7/2025 | HighTower Advisors LLC | 13,653 | $897K | 0.0% | +1.9% | 0.135% | |
2/6/2025 | One Capital Management LLC | 29,526 | $1.94M | 0.1% | +14.7% | 0.292% | |
2/6/2025 | Raymond James Financial Inc. | 68,051 | $4.47M | 0.0% | N/A | 0.674% | |
2/6/2025 | Jones Financial Companies Lllp | 30,913 | $2.03M | 0.0% | +74.6% | 0.306% | |
2/5/2025 | Fisher Asset Management LLC | 3,226,694 | $212.06M | 0.1% | -3.7% | 31.947% | |
2/5/2025 | Sabal Trust CO | 7,461 | $490K | 0.0% | N/A | 0.074% | |
2/4/2025 | Commonwealth Retirement Investments LLC | 8,157 | $536K | 0.2% | N/A | 0.081% | |
2/4/2025 | Union Bancaire Privee UBP SA | 660 | $42K | 0.0% | N/A | 0.007% | |
2/3/2025 | Private Advisor Group LLC | 4,753 | $312K | 0.0% | -23.4% | 0.047% | |
1/31/2025 | Truist Financial Corp | 11,246 | $739K | 0.0% | +46.6% | 0.111% | |
1/30/2025 | Allworth Financial LP | 1,430 | $95K | 0.0% | -22.8% | 0.014% | |
1/30/2025 | Strategic Financial Concepts LLC | 19,968 | $1.31M | 0.0% | N/A | 0.198% | |
1/30/2025 | Guardian Asset Advisors LLC | 3,514 | $231K | 0.1% | -4.3% | 0.035% | |
1/28/2025 | Strategic Financial Concepts LLC | 19,968 | $1.31M | 0.0% | N/A | 0.198% | |
1/27/2025 | Stratos Wealth Advisors LLC | 8,500 | $559K | 0.0% | +140.3% | 0.084% | |
1/27/2025 | Welch Group LLC | 4,358 | $285K | 0.0% | N/A | 0.043% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 5,372 | $353K | 0.0% | -9.5% | 0.053% | |
1/24/2025 | Spire Wealth Management | 4,568 | $300K | 0.0% | +24.7% | 0.045% | |
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1/22/2025 | Union Bancaire Privee UBP SA | 660 | $42K | 0.0% | N/A | 0.007% | |
1/21/2025 | Grimes & Company Inc. | 14,715 | $967K | 0.0% | N/A | 0.146% | |
1/17/2025 | Arkansas Financial Group Inc. | 6,923 | $455K | 0.1% | -20.1% | 0.069% | |
1/17/2025 | Janney Montgomery Scott LLC | 6,699 | $440K | 0.0% | +4.1% | 0.066% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 5,178 | $340K | 0.0% | +15.0% | 0.051% | |
1/13/2025 | Pallas Capital Advisors LLC | 58,258 | $3.83M | 0.2% | N/A | 0.577% | |
1/13/2025 | Capital Investment Advisors LLC | 5,386 | $354K | 0.0% | +48.2% | 0.053% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 3,589 | $253K | 0.0% | +11.0% | 0.036% | |
12/26/2024 | JPMorgan Chase & Co. | 8,282 | $585K | 0.0% | -30.8% | 0.082% | |
11/26/2024 | Peapack Gladstone Financial Corp | 40,507 | $2.86M | 0.0% | -2.1% | 0.401% | |