10/23/2025 | Etesian Wealth Advisors Inc. | 53,805 | $956K | 0.3% | -2.1% | 0.048% | |
10/23/2025 | Park Avenue Securities LLC | 373,812 | $6.64M | 0.1% | +20.1% | 0.336% | |
10/22/2025 | Geneos Wealth Management Inc. | 69,642 | $1.24M | 0.0% | -2.9% | 0.063% | |
10/22/2025 | D.A. Davidson & CO. | 76,481 | $1.36M | 0.0% | +3.1% | 0.069% | |
10/22/2025 | O ROURKE & COMPANY Inc | 11,759 | $209K | 0.1% | +9.0% | 0.011% | |
10/21/2025 | NTV Asset Management LLC | 151,586 | $2.69M | 0.3% | +23.1% | 0.136% | |
10/21/2025 | Hofer & Associates. Inc | 14,173 | $252K | 0.1% | -6.0% | 0.013% | |
10/20/2025 | Ocean Park Asset Management LLC | 139,300 | $2.48M | 0.1% | N/A | 0.125% | |
10/20/2025 | DHJJ Financial Advisors Ltd. | 1,800 | $32K | 0.0% | -36.1% | 0.002% | |
10/20/2025 | Meridian Financial Partners LLC | 84,576 | $1.53M | 0.6% | +147.4% | 0.076% | |
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10/20/2025 | Brendel Financial Advisors LLC | 157,485 | $2.80M | 1.4% | +8.0% | 0.142% | |
10/20/2025 | Sax Wealth Advisors LLC | 80,111 | $1.42M | 0.1% | -7.0% | 0.072% | |
10/20/2025 | Joseph P. Lucia & Associates LLC | 95,705 | $1.70M | 0.6% | -5.6% | 0.086% | |
10/17/2025 | Worth Asset Management LLC | 16,834 | $299K | 0.1% | N/A | 0.015% | |
10/17/2025 | Apollon Wealth Management LLC | 16,936 | $301K | 0.0% | -66.1% | 0.015% | |
10/16/2025 | Mezzasalma Advisors LLC | 11,760 | $209K | 0.1% | N/A | 0.011% | |
10/16/2025 | Darwin Wealth Management LLC | 5,108 | $91K | 0.0% | +42.3% | 0.005% | |
10/16/2025 | Sheets Smith Wealth Management | 77,828 | $1.38M | 0.2% | -1.7% | 0.071% | |
10/15/2025 | CWM LLC | 5,839 | $104K | 0.0% | +43.8% | 0.005% | |
10/15/2025 | World Investment Advisors | 16,475 | $293K | 0.0% | -5.0% | 0.015% | |
10/15/2025 | Future Financial Wealth Managment LLC | 9,415 | $167K | 0.1% | -17.5% | 0.009% | |
10/14/2025 | Farther Finance Advisors LLC | 44,025 | $782K | 0.0% | +9.6% | 0.040% | |
10/10/2025 | Sound Income Strategies LLC | 281,083 | $5.03M | 0.3% | -7.3% | 0.256% | |
10/8/2025 | Marshall Financial Group LLC | 50,453 | $897K | 0.2% | -7.1% | 0.046% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 20,724 | $368K | 0.1% | -24.0% | 0.019% | |
10/2/2025 | Investors Research Corp | 251,453 | $4.47M | 0.8% | +7.6% | 0.228% | |
9/24/2025 | Fortitude Financial LLC | 6,806 | $117K | 0.1% | N/A | 0.006% | |
8/21/2025 | Pathway Financial Advisers LLC | 27,935 | $478K | 0.2% | -5.8% | 0.025% | |
8/18/2025 | Geneos Wealth Management Inc. | 71,696 | $1.23M | 0.0% | +13.1% | 0.065% | |
8/15/2025 | Captrust Financial Advisors | 40,195 | $688K | 0.0% | N/A | 0.036% | |
8/15/2025 | Redwood Financial Network Corp | 46,102 | $789K | 0.5% | -28.7% | 0.042% | |
8/15/2025 | MML Investors Services LLC | 1,187,758 | $20.33M | 0.1% | +4.9% | 1.077% | |
8/15/2025 | Bluefin Capital Management LLC | 15,107 | $259K | 0.2% | -31.2% | 0.014% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 25,412 | $435K | 0.3% | +9.3% | 0.023% | |
8/15/2025 | Bank of America Corp DE | 3,028,917 | $51.86M | 0.0% | -11.4% | 2.746% | |
8/15/2025 | Ameriprise Financial Inc. | 437,222 | $7.48M | 0.0% | -50.0% | 0.396% | |
8/14/2025 | Ausdal Financial Partners Inc. | 33,164 | $568K | 0.0% | -64.8% | 0.030% | |
8/14/2025 | Raymond James Financial Inc. | 1,703,998 | $29.17M | 0.0% | -21.8% | 1.545% | |
8/14/2025 | Darwin Wealth Management LLC | 3,589 | $61K | 0.0% | N/A | 0.003% | |
8/14/2025 | NewEdge Advisors LLC | 48,239 | $826K | 0.0% | +5.0% | 0.044% | |
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8/14/2025 | Qube Research & Technologies Ltd | 4,111 | $70K | 0.0% | +56.9% | 0.004% | |
8/14/2025 | Acorn Wealth Advisors LLC | 14,453 | $247K | 0.1% | -4.7% | 0.013% | |
8/14/2025 | L2 Asset Management LLC | 267,021 | $4.57M | 0.7% | +1.3% | 0.242% | |
8/13/2025 | Cresset Asset Management LLC | 25,580 | $438K | 0.0% | -10.5% | 0.023% | |
8/13/2025 | Guggenheim Capital LLC | 88,661 | $1.52M | 0.0% | +6.5% | 0.080% | |
8/13/2025 | Quadrature Capital Ltd | 130,881 | $2.24M | 0.0% | N/A | 0.119% | |
8/13/2025 | Level Four Advisory Services LLC | 386,093 | $6.61M | 0.2% | -2.0% | 0.350% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 178,117 | $3.05M | 0.0% | -32.0% | 0.161% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 278,173 | $4.76M | 0.0% | +0.3% | 0.252% | |
8/12/2025 | Insigneo Advisory Services LLC | 46,410 | $795K | 0.1% | +7.8% | 0.042% | |
8/8/2025 | Rockefeller Capital Management L.P. | 67,940 | $1.16M | 0.0% | +11.4% | 0.064% | |
8/8/2025 | Creative Planning | 89,642 | $1.54M | 0.0% | +521.6% | 0.085% | |
8/8/2025 | Foundations Investment Advisors LLC | 13,473 | $231K | 0.0% | N/A | 0.013% | |
8/7/2025 | Samalin Investment Counsel LLC | 25,703 | $440K | 0.2% | +70.8% | 0.024% | |
8/7/2025 | Allworth Financial LP | 1,694 | $29K | 0.0% | N/A | 0.002% | |
8/5/2025 | Simplex Trading LLC | 1,597 | $27K | 0.0% | +97.2% | 0.002% | |
8/5/2025 | Sigma Planning Corp | 103,540 | $1.77M | 0.1% | +120.9% | 0.098% | |
8/4/2025 | Silver Coast Investments LLC | 288,427 | $4.94M | 1.8% | +1.4% | 0.274% | |
8/4/2025 | Atria Investments Inc | 75,737 | $1.30M | 0.0% | +29.3% | 0.072% | |
8/4/2025 | World Investment Advisors | 17,338 | $297K | 0.0% | N/A | 0.016% | |
8/1/2025 | Signature Wealth Management Group | 78,984 | $1.35M | 0.5% | +1.8% | 0.075% | |
8/1/2025 | Envestnet Asset Management Inc. | 500,354 | $8.57M | 0.0% | -13.6% | 0.475% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 136,426 | $2.34M | 0.0% | -28.5% | 0.129% | |
7/30/2025 | Roman Butler Fullerton & Co. | 25,614 | $448K | 0.1% | +2.6% | 0.024% | |
7/30/2025 | Triton Financial Group Inc | 24,237 | $415K | 0.3% | N/A | 0.023% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 83,335 | $1.43M | 0.1% | +7.2% | 0.079% | |
7/29/2025 | Chicago Partners Investment Group LLC | 106,784 | $1.87M | 0.1% | +0.7% | 0.101% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 101,408 | $1.74M | 0.7% | -1.5% | 0.096% | |
7/29/2025 | Carmel Capital Partners LLC | 494,913 | $8.47M | 3.0% | +7.7% | 0.470% | |
7/29/2025 | Stratos Wealth Partners LTD. | 27,634 | $473K | 0.0% | -50.5% | 0.026% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 27,282 | $467K | 0.1% | -75.9% | 0.026% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 10,655 | $182K | 0.1% | N/A | 0.010% | |
7/25/2025 | Atria Wealth Solutions Inc. | 107,167 | $1.85M | 0.0% | +10.5% | 0.102% | |
7/25/2025 | Apollon Wealth Management LLC | 49,914 | $855K | 0.0% | -8.9% | 0.047% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 54,977 | $941K | 0.4% | -3.1% | 0.052% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 26,796 | $459K | 0.0% | +73.7% | 0.025% | |
7/24/2025 | Capital Advisors Ltd. LLC | 1,505 | $26K | 0.0% | N/A | 0.001% | |
7/24/2025 | MSH Capital Advisors LLC | 84,519 | $1.45M | 0.4% | +5.3% | 0.080% | |
7/23/2025 | Guild Investment Management Inc. | 41,180 | $705K | 0.6% | -3.5% | 0.039% | |
7/23/2025 | Sax Wealth Advisors LLC | 86,107 | $1.47M | 0.1% | -55.8% | 0.082% | |
7/22/2025 | Measured Risk Portfolios Inc. | 136,059 | $2.33M | 2.2% | +1.5% | 0.129% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 214,581 | $3.67M | 0.1% | +10.8% | 0.204% | |
7/21/2025 | NTV Asset Management LLC | 123,136 | $2.11M | 0.3% | +19.3% | 0.117% | |
7/21/2025 | Future Financial Wealth Managment LLC | 11,415 | $195K | 0.1% | -69.4% | 0.011% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 2,815 | $48K | 0.0% | N/A | 0.003% | |
7/18/2025 | Tanager Wealth Management LLP | 1,142,036 | $19.55M | 2.3% | -4.9% | 1.084% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 22,131 | $379K | 0.0% | -6.1% | 0.021% | |
7/18/2025 | O ROURKE & COMPANY Inc | 10,791 | $185K | 0.1% | -13.2% | 0.010% | |
7/18/2025 | Truist Financial Corp | 168,524 | $2.89M | 0.0% | -1.2% | 0.160% | |
7/17/2025 | Sound Income Strategies LLC | 303,103 | $5.19M | 0.3% | -2.6% | 0.288% | |
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7/15/2025 | Evanson Asset Management LLC | 55,679 | $953K | 0.1% | N/A | 0.053% | |
7/15/2025 | Sheets Smith Wealth Management | 79,178 | $1.36M | 0.2% | -3.0% | 0.075% | |
7/14/2025 | Park Avenue Securities LLC | 311,261 | $5.33M | 0.0% | N/A | 0.296% | |
7/14/2025 | Sowell Financial Services LLC | 45,955 | $787K | 0.0% | -1.2% | 0.044% | |
7/11/2025 | Farther Finance Advisors LLC | 40,180 | $688K | 0.0% | +67.9% | 0.038% | |
7/11/2025 | Brendel Financial Advisors LLC | 145,841 | $2.50M | 1.4% | +2.9% | 0.139% | |
7/10/2025 | Marshall Financial Group LLC | 54,308 | $941K | 0.2% | -8.4% | 0.052% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 131,939 | $2.30M | 0.0% | -12.1% | 0.125% | |
7/9/2025 | Procyon Advisors LLC | 21,992 | $377K | 0.0% | -6.4% | 0.021% | |
7/7/2025 | Investors Research Corp | 233,586 | $4.00M | 0.8% | +12.0% | 0.222% | |