8/4/2025 | Haven Private LLC | 37,340 | $2.42M | 1.1% | +75.8% | 0.754% | |
8/1/2025 | Envestnet Asset Management Inc. | 6,359 | $413K | 0.0% | -49.3% | 0.128% | |
7/29/2025 | Lyell Wealth Management LP | 4,512 | $293K | 0.0% | N/A | 0.091% | |
7/23/2025 | Clear Creek Financial Management LLC | 13,220 | $858K | 0.1% | +39.8% | 0.264% | |
7/23/2025 | Ignite Planners LLC | 3,251 | $208K | 0.0% | N/A | 0.065% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 35,116 | $2.28M | 2.1% | -1.9% | 0.702% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 29,600 | $1.92M | 0.0% | N/A | 0.592% | |
7/17/2025 | Archford Capital Strategies LLC | 3,179 | $206K | 0.0% | -19.9% | 0.064% | |
7/9/2025 | WealthCare Investment Partners LLC | 29,258 | $1.90M | 0.7% | -29.4% | 0.591% | |
7/8/2025 | Dover Advisors LLC | 8,370 | $543K | 0.2% | N/A | 0.169% | |
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5/21/2025 | Geneos Wealth Management Inc. | 900 | $54K | 0.0% | +200.0% | 0.018% | |
5/19/2025 | Jane Street Group LLC | 296,679 | $17.66M | 0.0% | +236.6% | 6.055% | |
5/15/2025 | OLD Mission Capital LLC | 131,144 | $7.81M | 0.1% | +43.6% | 2.676% | |
5/14/2025 | Jane Street Group LLC | 296,679 | $17.66M | 0.0% | +236.6% | 6.055% | |
5/13/2025 | Cresset Asset Management LLC | 5,723 | $341K | 0.0% | +50.0% | 0.117% | |
5/9/2025 | Atria Wealth Solutions Inc. | 28,223 | $1.68M | 0.0% | +284.5% | 0.576% | |
5/9/2025 | Haven Private LLC | 21,242 | $1.27M | 0.7% | +22.4% | 0.434% | |
5/9/2025 | PNC Financial Services Group Inc. | 54,237 | $3.23M | 0.0% | -22.6% | 1.107% | |
5/7/2025 | LPL Financial LLC | 127,651 | $7.60M | 0.0% | -22.4% | 2.605% | |
5/7/2025 | Drive Wealth Management LLC | 3,769 | $224K | 0.1% | N/A | 0.077% | |
5/6/2025 | Cetera Investment Advisers | 32,655 | $1.94M | 0.0% | +3.8% | 0.666% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,960 | $1.19M | 0.0% | N/A | 0.407% | |
5/5/2025 | OneAscent Financial Services LLC | 4,790 | $285K | 0.0% | +6.3% | 0.098% | |
5/5/2025 | Private Advisor Group LLC | 3,715 | $221K | 0.0% | -16.3% | 0.076% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 13,280 | $791K | 0.0% | -64.8% | 0.271% | |
5/2/2025 | Larson Financial Group LLC | 28,194 | $1.68M | 0.1% | +6.0% | 0.575% | |
5/2/2025 | Sigma Planning Corp | 4,278 | $255K | 0.0% | N/A | 0.087% | |
5/1/2025 | CWM LLC | 720 | $43K | 0.0% | N/A | 0.015% | |
4/30/2025 | tru Independence LLC | 57,068 | $3.40M | 1.1% | N/A | 1.165% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,533 | $746K | 0.0% | -23.7% | 0.243% | |
4/28/2025 | Clear Creek Financial Management LLC | 9,459 | $563K | 0.1% | -4.1% | 0.184% | |
4/25/2025 | Valley National Advisers Inc. | 569 | $33K | 0.0% | -44.1% | 0.011% | |
4/25/2025 | Sovran Advisors LLC | 3,457 | $216K | 0.0% | -6.7% | 0.067% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,569 | $1.17M | 0.0% | -4.7% | 0.380% | |
4/22/2025 | WealthCare Investment Partners LLC | 41,430 | $2.62M | 1.1% | -11.9% | 0.804% | |
4/21/2025 | Osborne Partners Capital Management LLC | 232,797 | $13.86M | 0.8% | +2.7% | 4.520% | |
4/16/2025 | Aubrey Capital Management Ltd | 13,955 | $831K | 0.3% | -42.5% | 0.271% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 35,788 | $2.13M | 2.2% | +1.9% | 0.695% | |
4/9/2025 | Merit Financial Group LLC | 13,845 | $824K | 0.0% | +18.2% | 0.269% | |
2/24/2025 | Ameriflex Group Inc. | 823 | $51K | 0.0% | N/A | 0.019% | |
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2/17/2025 | WBI Investments LLC | 6,732 | $434K | 0.1% | +9.1% | 0.153% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,867 | $249K | 0.0% | N/A | 0.088% | |
2/17/2025 | CoreCap Advisors LLC | 582 | $37K | 0.0% | N/A | 0.013% | |
2/17/2025 | Cresset Asset Management LLC | 3,816 | $246K | 0.0% | -30.2% | 0.087% | |
2/17/2025 | Cetera Investment Advisers | 31,474 | $2.03M | 0.0% | -1.7% | 0.715% | |
2/17/2025 | Citadel Advisors LLC | 15,541 | $1.00M | 0.0% | N/A | 0.353% | |
2/17/2025 | Bank of America Corp DE | 161,258 | $10.39M | 0.0% | +16.5% | 3.665% | |
2/17/2025 | Ameriprise Financial Inc. | 13,034 | $840K | 0.0% | +89.0% | 0.296% | |
2/14/2025 | Jane Street Group LLC | 88,138 | $5.68M | 0.0% | +234.8% | 2.003% | |
2/14/2025 | GG Group Ventures LLC | 10,733 | $692K | 0.9% | -8.1% | 0.244% | |
2/14/2025 | Comerica Bank | 712 | $46K | 0.0% | -56.5% | 0.016% | |
2/14/2025 | Beacon Pointe Advisors LLC | 10,047 | $647K | 0.0% | -31.2% | 0.228% | |
2/13/2025 | Mariner LLC | 21,104 | $1.36M | 0.0% | -11.5% | 0.480% | |
2/13/2025 | Raymond James Financial Inc. | 45,288 | $2.92M | 0.0% | N/A | 1.029% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,419 | $1.06M | 0.0% | +30.8% | 0.373% | |
2/13/2025 | Perennial Investment Advisors LLC | 3,262 | $210K | 0.0% | -74.1% | 0.074% | |
2/13/2025 | Wells Fargo & Company MN | 7,742 | $499K | 0.0% | +13,976.4% | 0.176% | |
2/12/2025 | OneAscent Financial Services LLC | 4,505 | $290K | 0.0% | N/A | 0.102% | |
2/12/2025 | OLD Mission Capital LLC | 91,354 | $5.89M | 0.1% | N/A | 2.076% | |
2/12/2025 | JPMorgan Chase & Co. | 866 | $56K | 0.0% | -83.7% | 0.020% | |
2/12/2025 | Graney & King LLC | 480 | $31K | 0.0% | N/A | 0.011% | |
2/11/2025 | LPL Financial LLC | 164,533 | $10.60M | 0.0% | +14.7% | 3.739% | |
2/10/2025 | Flagship Wealth Advisors LLC | 1,200 | $77K | 0.0% | N/A | 0.027% | |
2/10/2025 | Integras Partners LLC | 21,957 | $1.42M | 1.2% | N/A | 0.499% | |
2/10/2025 | Commonwealth Equity Services LLC | 49,730 | $3.20M | 0.0% | -2.6% | 1.130% | |
2/7/2025 | Larson Financial Group LLC | 26,608 | $1.71M | 0.1% | +14.7% | 0.605% | |
2/7/2025 | PNC Financial Services Group Inc. | 70,037 | $4.51M | 0.0% | -14.2% | 1.592% | |
2/7/2025 | Haven Private LLC | 17,361 | $1.12M | 0.6% | N/A | 0.395% | |
2/6/2025 | Raymond James Financial Inc. | 45,288 | $2.92M | 0.0% | N/A | 1.029% | |
2/6/2025 | Atria Investments Inc | 4,520 | $291K | 0.0% | +62.9% | 0.103% | |
2/3/2025 | WealthCare Investment Partners LLC | 47,028 | $3.11M | 1.4% | +22.2% | 1.069% | |
2/3/2025 | Private Advisor Group LLC | 4,440 | $286K | 0.0% | +33.4% | 0.101% | |
1/29/2025 | Sovran Advisors LLC | 3,707 | $230K | 0.0% | N/A | 0.084% | |
1/29/2025 | Aubrey Capital Management Ltd | 24,255 | $1.56M | 0.6% | -33.5% | 0.551% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 2,880 | $186K | 0.0% | +103.7% | 0.065% | |
1/24/2025 | Osborne Partners Capital Management LLC | 226,743 | $14.61M | 0.8% | -1.1% | 5.153% | |
1/24/2025 | Clear Creek Financial Management LLC | 9,863 | $635K | 0.1% | N/A | 0.224% | |
1/23/2025 | SteelPeak Wealth LLC | 24,499 | $1.58M | 0.1% | -12.7% | 0.557% | |
1/22/2025 | DHK Financial Advisors Inc. | 32,763 | $2.11M | 1.3% | -7.6% | 0.745% | |
1/21/2025 | Archford Capital Strategies LLC | 3,889 | $251K | 0.0% | N/A | 0.088% | |
1/17/2025 | Avior Wealth Management LLC | 8,502 | $548K | 0.0% | +47.8% | 0.193% | |
1/15/2025 | Merit Financial Group LLC | 11,714 | $755K | 0.0% | -28.1% | 0.266% | |
1/15/2025 | Kraematon Investment Advisors Inc. | 35,117 | $2.26M | 2.2% | +8.3% | 0.798% | |
12/26/2024 | JPMorgan Chase & Co. | 5,316 | $409K | 0.0% | -73.7% | 0.121% | |
11/22/2024 | Fulcrum Equity Management | 3,295 | $254K | 0.2% | N/A | 0.075% | |
11/18/2024 | GG Group Ventures LLC | 11,685 | $899K | 1.3% | N/A | 0.266% | |
11/15/2024 | MML Investors Services LLC | 8,514 | $655K | 0.0% | +2.0% | 0.194% | |
11/15/2024 | Jane Street Group LLC | 26,323 | $2.03M | 0.0% | -73.2% | 0.598% | |
11/12/2024 | Larson Financial Group LLC | 23,204 | $1.79M | 0.1% | +1,760.8% | 0.527% | |
11/12/2024 | Great Valley Advisor Group Inc. | 3,944 | $303K | 0.0% | +21.8% | 0.090% | |
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11/8/2024 | Jennison Associates LLC | 97,057 | $7.47M | 0.0% | N/A | 2.206% | |
11/8/2024 | Avior Wealth Management LLC | 5,752 | $443K | 0.0% | -12.5% | 0.131% | |
11/8/2024 | PNC Financial Services Group Inc. | 81,637 | $6.28M | 0.0% | +0.2% | 1.855% | |
11/1/2024 | Atria Investments Inc | 2,775 | $214K | 0.0% | N/A | 0.063% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 161,631 | $12.44M | 3.0% | -0.2% | 3.673% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,093 | $238K | 0.0% | N/A | 0.070% | |
10/25/2024 | SteelPeak Wealth LLC | 28,062 | $2.16M | 0.1% | +26.8% | 0.638% | |
10/24/2024 | Valley National Advisers Inc. | 1,018 | $78K | 0.0% | +78.0% | 0.023% | |
10/24/2024 | PFG Investments LLC | 2,890 | $222K | 0.0% | N/A | 0.066% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,900 | $148K | 0.0% | -93.9% | 0.043% | |