4/30/2025 | Stratos Wealth Advisors LLC | 4,716 | $636K | 0.0% | +15.0% | 0.127% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,876 | $1.33M | 0.0% | +10.8% | 0.267% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 1,587 | $214K | 0.0% | -38.7% | 0.043% | |
4/29/2025 | Simmons Bank | 4,223 | $569K | 0.0% | -19.2% | 0.114% | |
4/28/2025 | D.A. Davidson & CO. | 4,340 | $585K | 0.0% | N/A | 0.117% | |
4/25/2025 | Essex LLC | 3,496 | $471K | 0.1% | -9.4% | 0.094% | |
4/25/2025 | Sovran Advisors LLC | 2,794 | $355K | 0.0% | +28.5% | 0.076% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 3,618 | $488K | 0.0% | +123.6% | 0.098% | |
4/23/2025 | Sequoia Financial Advisors LLC | 2,070 | $279K | 0.0% | N/A | 0.056% | |
4/23/2025 | Golden State Wealth Management LLC | 208 | $28K | 0.0% | N/A | 0.006% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,823 | $515K | 0.0% | +2.5% | 0.103% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,611 | $217K | 0.0% | N/A | 0.044% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 185 | $25K | 0.0% | -42.5% | 0.005% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,622 | $488K | 0.0% | +17.0% | 0.098% | |
4/16/2025 | Matauro LLC | 5,207 | $702K | 0.1% | -16.4% | 0.141% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 3,945 | $532K | 0.0% | -7.0% | 0.107% | |
4/14/2025 | Park Avenue Securities LLC | 2,798 | $377K | 0.0% | N/A | 0.076% | |
4/11/2025 | Magnus Financial Group LLC | 1,868 | $252K | 0.0% | N/A | 0.050% | |
4/10/2025 | Gilman Hill Asset Management LLC | 1,500 | $202K | 0.0% | N/A | 0.040% | |
4/10/2025 | Lakeshore Capital Group Inc. | 2,076 | $280K | 0.3% | N/A | 0.055% | |
4/9/2025 | American National Bank & Trust | 617 | $83K | 0.0% | N/A | 0.016% | |
4/3/2025 | First Citizens Financial Corp | 11,351 | $1.53M | 0.9% | -1.6% | 0.303% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,095 | $402K | 0.0% | +111.1% | 0.081% | |
2/18/2025 | GTS Securities LLC | 16,795 | $2.18M | 0.1% | +118.3% | 0.365% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 5,226 | $679K | 0.3% | -11.3% | 0.114% | |
2/17/2025 | Focus Partners Wealth | 16,680 | $2.17M | 0.0% | N/A | 0.363% | |
2/17/2025 | EP Wealth Advisors LLC | 2,118 | $275K | 0.0% | +66.9% | 0.046% | |
2/17/2025 | CoreCap Advisors LLC | 239 | $31K | 0.0% | -38.2% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 16,963 | $2.20M | 0.0% | -2.7% | 0.369% | |
2/17/2025 | Bank of America Corp DE | 128,760 | $16.73M | 0.0% | +0.1% | 2.799% | |
2/17/2025 | Ameriprise Financial Inc. | 26,148 | $3.40M | 0.0% | -12.1% | 0.568% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,145 | $279K | 0.0% | -49.5% | 0.047% | |
2/14/2025 | Jane Street Group LLC | 1,559 | $203K | 0.0% | -90.3% | 0.034% | |
2/14/2025 | Beacon Pointe Advisors LLC | 2,225 | $289K | 0.0% | +31.8% | 0.048% | |
2/14/2025 | Susquehanna International Group LLP | 22,701 | $2.95M | 0.0% | -49.0% | 0.494% | |
2/14/2025 | Stifel Financial Corp | 3,513 | $457K | 0.0% | -7.4% | 0.076% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,010 | $131K | 0.0% | -36.8% | 0.022% | |
2/14/2025 | MML Investors Services LLC | 18,475 | $2.40M | 0.0% | +6.1% | 0.402% | |
2/14/2025 | Commerce Bank | 127,319 | $16.54M | 0.1% | +10.3% | 2.768% | |
2/13/2025 | Mariner LLC | 2,175 | $283K | 0.0% | -25.7% | 0.047% | |
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2/13/2025 | Rockefeller Capital Management L.P. | 11,308 | $1.47M | 0.0% | -2.0% | 0.246% | |
2/13/2025 | Raymond James Financial Inc. | 16,095 | $2.09M | 0.0% | N/A | 0.350% | |
2/13/2025 | Bank of Montreal Can | 6,815 | $885K | 0.0% | -9.1% | 0.148% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,913 | $1.16M | 0.0% | -41.4% | 0.194% | |
2/13/2025 | Wells Fargo & Company MN | 86,300 | $11.21M | 0.0% | -27.6% | 1.876% | |
2/12/2025 | National Bank of Canada FI | 23,600 | $3.06M | 0.0% | N/A | 0.513% | |
2/12/2025 | JPMorgan Chase & Co. | 4,883 | $634K | 0.0% | +64.7% | 0.106% | |
2/11/2025 | LPL Financial LLC | 76,627 | $9.96M | 0.0% | +16.6% | 1.666% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 829 | $108K | 0.0% | +65.8% | 0.018% | |
2/10/2025 | Tocqueville Asset Management L.P. | 24,055 | $3.13M | 0.0% | N/A | 0.523% | |
2/10/2025 | Corient Private Wealth LLC | 10,307 | $1.34M | 0.0% | -7.0% | 0.224% | |
2/10/2025 | Picton Mahoney Asset Management | 800 | $104K | 0.0% | -52.9% | 0.017% | |
2/10/2025 | Commonwealth Equity Services LLC | 33,224 | $4.32M | 0.0% | +6.3% | 0.722% | |
2/7/2025 | Daiwa Securities Group Inc. | 5,000 | $650K | 0.0% | +13.6% | 0.109% | |
2/7/2025 | PNC Financial Services Group Inc. | 5,357 | $696K | 0.0% | +926.2% | 0.116% | |
2/6/2025 | Raymond James Financial Inc. | 16,095 | $2.09M | 0.0% | N/A | 0.350% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 6,910 | $898K | 0.0% | +6.5% | 0.150% | |
2/6/2025 | Jones Financial Companies Lllp | 2,098 | $273K | 0.0% | +127.8% | 0.046% | |
2/5/2025 | US Bancorp DE | 1,299 | $169K | 0.0% | +224.8% | 0.028% | |
2/4/2025 | BankPlus Trust Department | 214 | $28K | 0.0% | N/A | 0.005% | |
2/4/2025 | IFP Advisors Inc | 673 | $87K | 0.0% | +146.5% | 0.015% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 4,348 | $565K | 0.0% | -3.8% | 0.095% | |
2/3/2025 | Matauro LLC | 6,228 | $809K | 0.2% | N/A | 0.135% | |
2/3/2025 | Private Advisor Group LLC | 2,580 | $335K | 0.0% | -45.3% | 0.056% | |
1/31/2025 | Sanctuary Advisors LLC | 2,869 | $397K | 0.0% | -28.3% | 0.062% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 4,563 | $593K | 0.0% | N/A | 0.099% | |
1/29/2025 | Sovran Advisors LLC | 2,174 | $292K | 0.0% | N/A | 0.047% | |
1/29/2025 | Focus Financial Network Inc. | 1,704 | $221K | 0.0% | +5.1% | 0.037% | |
1/28/2025 | Essex LLC | 3,860 | $502K | 0.1% | -1.9% | 0.084% | |
1/28/2025 | Farmers & Merchants Investments Inc. | 322 | $42K | 0.0% | N/A | 0.007% | |
1/28/2025 | Counterweight Ventures LLC | 3,874 | $503K | 0.4% | -1.9% | 0.084% | |
1/27/2025 | Foguth Wealth Management LLC. | 1,960 | $269K | 0.1% | -17.2% | 0.043% | |
1/27/2025 | Stratos Wealth Advisors LLC | 4,101 | $533K | 0.0% | N/A | 0.089% | |
1/23/2025 | Fifth Third Securities Inc. | 3,702 | $481K | 0.0% | +33.0% | 0.080% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,538 | $200K | 0.0% | +25.2% | 0.033% | |
1/21/2025 | Sachetta LLC | 43,934 | $5.71M | 2.3% | -0.4% | 0.955% | |
1/17/2025 | Mutual Advisors LLC | 1,949 | $266K | 0.0% | -78.2% | 0.042% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 1,618 | $210K | 0.0% | -16.5% | 0.035% | |
1/15/2025 | Empirical Asset Management LLC | 3,617 | $470K | 0.0% | -2.2% | 0.079% | |
1/14/2025 | Signal Advisors Wealth LLC | 2,470 | $321K | 0.0% | +3.2% | 0.054% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 1,635 | $212K | 0.0% | +11.5% | 0.036% | |
1/3/2025 | First Citizens Financial Corp | 11,533 | $1.50M | 0.8% | -13.4% | 0.251% | |
12/26/2024 | JPMorgan Chase & Co. | 2,965 | $445K | 0.0% | -40.4% | 0.064% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 172 | $26K | 0.0% | N/A | 0.004% | |
11/25/2024 | Sanctuary Advisors LLC | 4,002 | $588K | 0.0% | -23.6% | 0.087% | |
11/15/2024 | MML Investors Services LLC | 17,409 | $2.61M | 0.0% | -0.6% | 0.378% | |
11/15/2024 | EP Wealth Advisors LLC | 1,269 | $191K | 0.0% | +9.7% | 0.028% | |
11/15/2024 | Jane Street Group LLC | 15,991 | $2.40M | 0.0% | -51.9% | 0.348% | |
11/15/2024 | Stifel Financial Corp | 3,792 | $570K | 0.0% | +7.3% | 0.082% | |
11/15/2024 | HighTower Advisors LLC | 3,522 | $528K | 0.0% | +3.3% | 0.077% | |
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11/14/2024 | Flow Traders U.S. LLC | 2,562 | $385K | 0.0% | N/A | 0.056% | |
11/14/2024 | Captrust Financial Advisors | 4,407 | $662K | 0.0% | -27.4% | 0.096% | |
11/14/2024 | Rockefeller Capital Management L.P. | 11,539 | $1.73M | 0.0% | -2.1% | 0.251% | |
11/13/2024 | BNP Paribas Financial Markets | 50,000 | $7.51M | 0.0% | N/A | 1.087% | |
11/13/2024 | FMR LLC | 2,494 | $374K | 0.0% | -11.9% | 0.054% | |
11/13/2024 | Truvestments Capital LLC | 475 | $71K | 0.0% | N/A | 0.010% | |
11/12/2024 | KKM Financial LLC | 2,544 | $382K | 0.2% | -73.9% | 0.055% | |
11/12/2024 | Citigroup Inc. | 451,435 | $67.79M | 0.0% | +0.2% | 9.814% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 5,891 | $885K | 0.4% | -8.3% | 0.128% | |
11/8/2024 | Commerce Bank | 115,426 | $17.33M | 0.1% | -0.9% | 2.509% | |