| 8/15/2025 | IHT Wealth Management LLC | 31,880 | $2.35M | 0.1% | -9.9% | 0.369% | |
| 8/15/2025 | Bank of America Corp DE | 264,492 | $19.47M | 0.0% | -7.0% | 3.058% | |
| 8/15/2025 | Ameriprise Financial Inc. | 40,398 | $2.97M | 0.0% | +0.6% | 0.467% | |
| 8/14/2025 | Strategic Wealth Investment Group LLC | 1,179 | $87K | 0.1% | N/A | 0.014% | |
| 8/14/2025 | Jane Street Group LLC | 39,357 | $2.90M | 0.0% | +745.5% | 0.455% | |
| 8/14/2025 | Raymond James Financial Inc. | 31,336 | $2.31M | 0.0% | +1.6% | 0.362% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 2,807 | $207K | 0.0% | -12.5% | 0.032% | |
| 8/14/2025 | Stamos Capital Partners L.P. | 10,613 | $781K | 0.1% | +43.7% | 0.123% | |
| 8/14/2025 | Daiwa Securities Group Inc. | 30,350 | $2.23M | 0.0% | -6.5% | 0.351% | |
| 8/14/2025 | Cerity Partners LLC | 4,691 | $345K | 0.0% | N/A | 0.054% | |
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| 8/13/2025 | Seaview Investment Managers LLC | 16,427 | $1.21M | 0.3% | N/A | 0.190% | |
| 8/13/2025 | Flow Traders U.S. LLC | 26,920 | $1.98M | 0.1% | N/A | 0.311% | |
| 8/13/2025 | Baird Financial Group Inc. | 31,279 | $2.30M | 0.0% | +38.8% | 0.362% | |
| 8/13/2025 | 1832 Asset Management L.P. | 545,736 | $40.18M | 0.0% | -0.6% | 6.309% | |
| 8/13/2025 | Scotia Capital Inc. | 17,968 | $1.32M | 0.0% | -3.4% | 0.208% | |
| 8/13/2025 | Copley Financial Group Inc. | 7,746 | $570K | 0.4% | -6.7% | 0.090% | |
| 8/12/2025 | CreativeOne Wealth LLC | 4,249 | $313K | 0.0% | -18.0% | 0.049% | |
| 8/12/2025 | MAI Capital Management | 7,833 | $577K | 0.0% | +2.0% | 0.091% | |
| 8/12/2025 | JPMorgan Chase & Co. | 11,741 | $864K | 0.0% | +18.0% | 0.136% | |
| 8/8/2025 | Cetera Investment Advisers | 88,079 | $6.48M | 0.0% | +4.2% | 1.001% | |
| 8/8/2025 | Meridian Wealth Management LLC | 8,300 | $611K | 0.0% | +22.1% | 0.094% | |
| 8/6/2025 | Prospera Financial Services Inc | 4,531 | $334K | 0.0% | +5.2% | 0.051% | |
| 8/6/2025 | AE Wealth Management LLC | 770 | $57K | 0.0% | -33.9% | 0.009% | |
| 8/6/2025 | Ethos Financial Group LLC | 10,726 | $790K | 0.1% | -1.7% | 0.122% | |
| 8/5/2025 | Westside Investment Management Inc. | 866 | $64K | 0.0% | +20.9% | 0.010% | |
| 8/5/2025 | Bank of Montreal Can | 863 | $64K | 0.0% | -36.7% | 0.010% | |
| 8/5/2025 | Gould Asset Management LLC CA | 3,277 | $241K | 0.0% | +8.8% | 0.037% | |
| 8/4/2025 | Arkadios Wealth Advisors | 5,950 | $438K | 0.0% | +4.4% | 0.068% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 21,417 | $1.58M | 0.0% | -3.5% | 0.243% | |
| 7/31/2025 | Wealthfront Advisers LLC | 4,780 | $352K | 0.0% | N/A | 0.054% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 65,134 | $4.80M | 0.1% | N/A | 0.740% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 38,960 | $2.87M | 0.3% | -3.8% | 0.443% | |
| 7/31/2025 | Money Design Co. Ltd. | 90,243 | $6.64M | 0.3% | -7.2% | 1.025% | |
| 7/30/2025 | Brookstone Capital Management | 5,636 | $415K | 0.0% | +5.0% | 0.064% | |
| 7/30/2025 | Journey Advisory Group LLC | 5,413 | $399K | 0.0% | -87.5% | 0.062% | |
| 7/29/2025 | Primoris Wealth Advisors LLC | 53,175 | $3.92M | 2.7% | N/A | 0.604% | |
| 7/29/2025 | Private Trust Co. NA | 1,550 | $114K | 0.0% | N/A | 0.018% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 5,315 | $391K | 0.1% | -12.0% | 0.060% | |
| 7/25/2025 | CWM LLC | 1,574 | $116K | 0.0% | +40.4% | 0.018% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 17,980 | $1.32M | 1.0% | +1.1% | 0.204% | |
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| 7/24/2025 | Blair William & Co. IL | 8,173 | $602K | 0.0% | +3.8% | 0.093% | |
| 7/23/2025 | Fortis Advisors LLC | 45,464 | $3.35M | 2.1% | -0.7% | 0.517% | |
| 7/23/2025 | NBT Bank N A NY | 20,581 | $1.52M | 0.1% | -3.9% | 0.234% | |
| 7/21/2025 | NTV Asset Management LLC | 7,266 | $535K | 0.1% | -6.4% | 0.083% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 721 | $53K | 0.0% | N/A | 0.008% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 4,402 | $324K | 0.2% | -25.7% | 0.050% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,265 | $388K | 0.0% | -6.9% | 0.060% | |
| 7/17/2025 | Fifth Third Securities Inc. | 7,492 | $552K | 0.0% | +2.3% | 0.085% | |
| 7/17/2025 | Barry Investment Advisors LLC | 62,267 | $4.58M | 1.1% | +2.8% | 0.708% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 11,152 | $833K | 0.1% | -3.1% | 0.127% | |
| 7/11/2025 | Mandatum Life Insurance Co Ltd | 39,588 | $2.91M | 0.8% | +24.6% | 0.450% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,268 | $397K | 0.0% | N/A | 0.060% | |
| 7/10/2025 | Sovran Advisors LLC | 7,287 | $545K | 0.1% | +29.1% | 0.083% | |
| 5/19/2025 | Jane Street Group LLC | 4,655 | $316K | 0.0% | -61.7% | 0.056% | |
| 5/16/2025 | NewEdge Advisors LLC | 366 | $25K | 0.0% | -89.7% | 0.004% | |
| 5/15/2025 | Royal Bank of Canada | 17,788 | $1.21M | 0.0% | -20.4% | 0.213% | |
| 5/15/2025 | Baird Financial Group Inc. | 22,534 | $1.53M | 0.0% | -18.2% | 0.270% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,183 | $352K | 0.0% | +37.0% | 0.062% | |
| 5/14/2025 | Widmann Financial Services Inc. | 23,779 | $1.61M | 1.3% | +5.0% | 0.285% | |
| 5/14/2025 | Comerica Bank | 18,174 | $1.23M | 0.0% | +5.9% | 0.218% | |
| 5/14/2025 | 1832 Asset Management L.P. | 548,943 | $37.27M | 0.0% | -5.5% | 6.574% | |
| 5/14/2025 | Wormser Freres Gestion | 700 | $48K | 0.0% | +100.0% | 0.008% | |
| 5/13/2025 | Ethos Financial Group LLC | 10,910 | $741K | 0.1% | N/A | 0.131% | |
| 5/13/2025 | Tyler Stone Wealth Management | 4,253 | $289K | 0.1% | -20.6% | 0.051% | |
| 5/13/2025 | Cresset Asset Management LLC | 26,058 | $1.77M | 0.0% | +26.7% | 0.312% | |
| 5/13/2025 | HighTower Advisors LLC | 16,143 | $1.10M | 0.0% | -3.3% | 0.193% | |
| 5/12/2025 | Simplex Trading LLC | 2,149 | $145K | 0.0% | +123.2% | 0.026% | |
| 5/9/2025 | Blair William & Co. IL | 7,873 | $534K | 0.0% | +6.5% | 0.094% | |
| 5/8/2025 | Moors & Cabot Inc. | 3,929 | $267K | 0.0% | +16.3% | 0.047% | |
| 5/8/2025 | US Bancorp DE | 23,945 | $1.63M | 0.0% | -2.0% | 0.287% | |
| 5/8/2025 | NorthRock Partners LLC | 2,125 | $144K | 0.0% | N/A | 0.025% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,700 | $387K | 0.0% | N/A | 0.068% | |
| 5/7/2025 | Picton Mahoney Asset Management | 500 | $34K | 0.0% | -75.0% | 0.006% | |
| 5/7/2025 | LPL Financial LLC | 144,253 | $9.79M | 0.0% | -2.5% | 1.728% | |
| 5/6/2025 | Cetera Investment Advisers | 84,517 | $5.74M | 0.0% | -2.7% | 1.012% | |
| 5/6/2025 | AE Wealth Management LLC | 1,165 | $79K | 0.0% | +53.7% | 0.014% | |
| 5/5/2025 | Conservest Capital Advisors Inc. | 40,486 | $2.75M | 0.3% | -2.1% | 0.485% | |
| 5/5/2025 | Private Advisor Group LLC | 6,746 | $458K | 0.0% | -24.9% | 0.081% | |
| 5/5/2025 | Mandatum Life Insurance Co Ltd | 31,778 | $2.16M | 0.7% | +33.6% | 0.381% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 6,040 | $410K | 0.1% | +5.2% | 0.072% | |
| 5/1/2025 | Gould Asset Management LLC CA | 3,012 | $204K | 0.0% | N/A | 0.036% | |
| 5/1/2025 | Fifth Third Securities Inc. | 7,323 | $497K | 0.0% | +17.7% | 0.088% | |
| 5/1/2025 | Barry Investment Advisors LLC | 60,581 | $4.11M | 1.1% | +5.0% | 0.726% | |
| 4/30/2025 | Alpine Woods Capital Investors LLC | 3,000 | $204K | 0.1% | N/A | 0.036% | |
| 4/30/2025 | Leavell Investment Management Inc. | 7,179 | $487K | 0.0% | -13.7% | 0.086% | |
| 4/30/2025 | First National Bank & Trust Co. of Newtown | 16,157 | $1.10M | 0.2% | -10.9% | 0.193% | |
| 4/30/2025 | NTV Asset Management LLC | 7,766 | $527K | 0.1% | -32.0% | 0.093% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 22,194 | $1.51M | 0.0% | -8.3% | 0.266% | |
| 4/28/2025 | Money Design Co. Ltd. | 97,214 | $6.60M | 0.3% | +15.6% | 1.164% | |
| 4/25/2025 | Verity Asset Management Inc. | 3,888 | $264K | 0.1% | N/A | 0.047% | |
Washington Thinks They Own Your Bank Account (Ad) What If Washington Declared That:
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| 4/25/2025 | Sovran Advisors LLC | 5,646 | $373K | 0.0% | +26.1% | 0.068% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,665 | $317K | 0.0% | +4.5% | 0.056% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 17,786 | $1.21M | 1.0% | -2.8% | 0.213% | |
| 4/17/2025 | NBT Bank N A NY | 21,413 | $1.45M | 0.1% | -0.8% | 0.256% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,654 | $384K | 0.0% | -34.5% | 0.068% | |
| 4/16/2025 | CVA Family Office LLC | 2,247 | $153K | 0.0% | -39.7% | 0.027% | |
| 4/15/2025 | Transform Wealth LLC | 33,269 | $2.26M | 0.1% | -23.6% | 0.398% | |
| 4/14/2025 | UMB Bank n.a. | 4,472 | $304K | 0.0% | N/A | 0.054% | |
| 4/9/2025 | NBC Securities Inc. | 3,648 | $247K | 0.0% | +121,500.0% | 0.044% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,120 | $330K | 0.0% | +88.9% | 0.061% | |
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