5/20/2025 | Belpointe Asset Management LLC | 9,462 | $448K | 0.0% | -3.0% | 0.076% | |
5/19/2025 | Jane Street Group LLC | 11,396 | $540K | 0.0% | N/A | 0.092% | |
5/16/2025 | Goldman Sachs Group Inc. | 49,473 | $2.34M | 0.0% | -13.2% | 0.410% | |
5/16/2025 | Jones Financial Companies Lllp | 36,220 | $1.72M | 0.0% | +232.2% | 0.292% | |
5/16/2025 | Integrated Wealth Concepts LLC | 14,827 | $703K | 0.0% | -3.3% | 0.119% | |
5/15/2025 | EP Wealth Advisors LLC | 15,047 | $713K | 0.0% | -4.9% | 0.121% | |
5/15/2025 | Royal Bank of Canada | 91,275 | $4.33M | 0.0% | +16.9% | 0.735% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 53,164 | $2.52M | 0.0% | +1.6% | 0.428% | |
5/13/2025 | SFI Advisors LLC | 14,241 | $675K | 0.5% | -22.4% | 0.115% | |
5/13/2025 | Raymond James Financial Inc. | 119,695 | $5.67M | 0.0% | -7.5% | 0.964% | |
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5/13/2025 | HighTower Advisors LLC | 4,409 | $209K | 0.0% | +12.7% | 0.035% | |
5/12/2025 | National Bank of Canada FI | 79,032 | $3.75M | 0.0% | +1.0% | 0.636% | |
5/9/2025 | PNC Financial Services Group Inc. | 11,151 | $528K | 0.0% | -45.8% | 0.090% | |
5/8/2025 | Harbour Investments Inc. | 5,156 | $244K | 0.0% | -34.8% | 0.041% | |
5/7/2025 | LPL Financial LLC | 596,559 | $28.27M | 0.0% | +22.7% | 4.799% | |
5/6/2025 | Cetera Investment Advisers | 195,453 | $9.26M | 0.0% | +772.1% | 1.572% | |
5/6/2025 | Kovack Advisors Inc. | 5,467 | $259K | 0.0% | +26.1% | 0.044% | |
5/6/2025 | AE Wealth Management LLC | 9,280 | $440K | 0.0% | -2.9% | 0.075% | |
5/6/2025 | WMG Financial Advisors LLC | 4,433 | $210K | 0.1% | -9.4% | 0.036% | |
5/5/2025 | Kestra Private Wealth Services LLC | 6,833 | $324K | 0.0% | +60.0% | 0.055% | |
5/5/2025 | Private Advisor Group LLC | 41,386 | $1.96M | 0.0% | -1.0% | 0.333% | |
4/29/2025 | Envestnet Asset Management Inc. | 153,650 | $7.28M | 0.0% | +5.8% | 1.236% | |
4/29/2025 | Strategic Blueprint LLC | 24,571 | $1.16M | 0.1% | -1.5% | 0.198% | |
4/25/2025 | Valley National Advisers Inc. | 2,071 | $98K | 0.0% | -93.1% | 0.017% | |
4/23/2025 | Perigon Wealth Management LLC | 4,405 | $209K | 0.0% | -6.1% | 0.035% | |
4/23/2025 | Spire Wealth Management | 2,504 | $119K | 0.0% | +21.3% | 0.020% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 15,833 | $750K | 0.5% | -5.7% | 0.127% | |
4/23/2025 | Oppenheimer & Co. Inc. | 6,123 | $290K | 0.0% | +8.9% | 0.049% | |
4/22/2025 | Flagship Harbor Advisors LLC | 8,239 | $390K | 0.0% | -10.7% | 0.066% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 101,200 | $4.80M | 0.0% | +1.9% | 0.814% | |
4/22/2025 | Carr Financial Group Corp | 4,843 | $229K | 0.1% | -29.2% | 0.039% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,426 | $449K | 0.1% | -6.3% | 0.076% | |
4/17/2025 | Sowell Financial Services LLC | 18,200 | $862K | 0.0% | N/A | 0.148% | |
4/15/2025 | Ulland Investment Advisors LLC | 10,227 | $485K | 0.4% | -44.9% | 0.083% | |
4/14/2025 | Millington Financial Advisors LLC | 87,595 | $3.79M | 2.3% | -1.6% | 0.711% | |
4/9/2025 | NBC Securities Inc. | 1,017 | $48K | 0.0% | +101,600.0% | 0.008% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,791 | $104K | 0.1% | N/A | 0.014% | |
3/10/2025 | Capstone Triton Financial Group LLC | 15,150 | $877K | 0.5% | +1.9% | 0.120% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 23,849 | $1.38M | 0.0% | -4.0% | 0.190% | |
2/21/2025 | WNY Asset Management LLC | 4,068 | $236K | 0.0% | -10.0% | 0.029% | |
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2/17/2025 | EP Wealth Advisors LLC | 15,818 | $916K | 0.0% | +1.1% | 0.112% | |
2/17/2025 | Cetera Investment Advisers | 22,412 | $1.30M | 0.0% | +5.2% | 0.158% | |
2/17/2025 | Citadel Advisors LLC | 4,010 | $232K | 0.0% | -89.8% | 0.028% | |
2/17/2025 | Captrust Financial Advisors | 195,506 | $11.32M | 0.0% | +1.1% | 1.380% | |
2/17/2025 | Bank of America Corp DE | 257,296 | $14.90M | 0.0% | -7.8% | 1.816% | |
2/17/2025 | Ameriprise Financial Inc. | 17,947 | $1.04M | 0.0% | +48.9% | 0.127% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 106,475 | $6.17M | 0.0% | -2.3% | 0.751% | |
2/14/2025 | Stifel Financial Corp | 4,001 | $232K | 0.0% | -73.3% | 0.028% | |
2/14/2025 | MML Investors Services LLC | 118,880 | $6.89M | 0.0% | -4.1% | 0.839% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 154,354 | $8.94M | 0.5% | -5.0% | 1.089% | |
2/13/2025 | Capital Square LLC | 5,529 | $349K | 0.2% | N/A | 0.039% | |
2/13/2025 | Mariner LLC | 6,476 | $375K | 0.0% | -11.9% | 0.046% | |
2/13/2025 | Raymond James Financial Inc. | 129,409 | $7.50M | 0.0% | N/A | 0.913% | |
2/13/2025 | Advisory Services Network LLC | 50,391 | $2.92M | 0.1% | -2.1% | 0.356% | |
2/13/2025 | Bank of Montreal Can | 885 | $51K | 0.0% | -66.3% | 0.006% | |
2/13/2025 | Envestnet Asset Management Inc. | 145,178 | $8.41M | 0.0% | -0.9% | 1.025% | |
2/13/2025 | Wells Fargo & Company MN | 601 | $35K | 0.0% | +60,000.0% | 0.004% | |
2/12/2025 | National Bank of Canada FI | 78,247 | $4.53M | 0.0% | -0.5% | 0.552% | |
2/12/2025 | JPMorgan Chase & Co. | 3,081 | $178K | 0.0% | -93.5% | 0.022% | |
2/11/2025 | LPL Financial LLC | 486,003 | $28.15M | 0.0% | -13.1% | 3.430% | |
2/11/2025 | VSM Wealth Advisory LLC | 425 | $25K | 0.0% | N/A | 0.003% | |
2/10/2025 | Commonwealth Equity Services LLC | 67,192 | $3.89M | 0.0% | +6.3% | 0.474% | |
2/10/2025 | Farther Finance Advisors LLC | 2,800 | $162K | 0.0% | -6.2% | 0.020% | |
2/7/2025 | PFG Advisors | 6,455 | $374K | 0.0% | -4.9% | 0.046% | |
2/7/2025 | HighTower Advisors LLC | 3,912 | $227K | 0.0% | -49.8% | 0.028% | |
2/7/2025 | Independent Advisor Alliance | 171,925 | $9.96M | 0.1% | N/A | 1.213% | |
2/7/2025 | PNC Financial Services Group Inc. | 20,571 | $1.19M | 0.0% | -2.2% | 0.145% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,062 | $583K | 0.1% | -1.9% | 0.071% | |
2/6/2025 | Raymond James Financial Inc. | 129,409 | $7.50M | 0.0% | N/A | 0.913% | |
2/6/2025 | Proficio Capital Partners LLC | 17,839 | $1.03M | 0.0% | N/A | 0.126% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,380 | $80K | 0.0% | +33.3% | 0.010% | |
2/6/2025 | Jones Financial Companies Lllp | 10,903 | $632K | 0.0% | +84.8% | 0.077% | |
2/5/2025 | Proficio Capital Partners LLC | 17,839 | $1.03M | 0.0% | N/A | 0.126% | |
2/5/2025 | Oppenheimer & Co. Inc. | 5,623 | $326K | 0.0% | -3.9% | 0.040% | |
2/5/2025 | Kovack Advisors Inc. | 4,337 | $251K | 0.0% | N/A | 0.031% | |
2/4/2025 | Millington Financial Advisors LLC | 89,019 | $5.23M | 3.1% | +0.9% | 0.628% | |
2/3/2025 | Private Advisor Group LLC | 41,804 | $2.42M | 0.0% | +3.5% | 0.295% | |
1/31/2025 | Atria Wealth Solutions Inc. | 22,052 | $1.28M | 0.0% | +6.3% | 0.156% | |
1/31/2025 | Sanctuary Advisors LLC | 6,316 | $377K | 0.0% | -6.9% | 0.045% | |
1/31/2025 | J.W. Cole Advisors Inc. | 3,500 | $203K | 0.0% | N/A | 0.025% | |
1/30/2025 | Strategic Financial Concepts LLC | 13,940 | $807K | 0.0% | N/A | 0.098% | |
1/30/2025 | Principal Securities Inc. | 18,688 | $1.08M | 0.0% | +4.4% | 0.132% | |
1/29/2025 | Valley Brook Capital Group Inc. | 10,929 | $633K | 0.5% | +5.1% | 0.077% | |
1/29/2025 | Capital Wealth Alliance LLC | 18,208 | $1.06M | 0.6% | +21.5% | 0.128% | |
1/29/2025 | Sovran Advisors LLC | 4,818 | $292K | 0.0% | N/A | 0.034% | |
1/28/2025 | Strategic Financial Concepts LLC | 13,940 | $807K | 0.0% | N/A | 0.098% | |
1/27/2025 | Silver Oak Securities Incorporated | 10,995 | $640K | 0.1% | N/A | 0.078% | |
1/27/2025 | Financial Advocates Investment Management | 6,660 | $386K | 0.0% | N/A | 0.047% | |
1/24/2025 | Valley National Advisers Inc. | 30,051 | $1.74M | 0.3% | -11.5% | 0.212% | |
1/23/2025 | Fifth Third Securities Inc. | 5,155 | $299K | 0.0% | N/A | 0.036% | |
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1/23/2025 | Strategic Blueprint LLC | 24,944 | $1.45M | 0.1% | +1.8% | 0.176% | |
1/21/2025 | Carr Financial Group Corp | 6,844 | $396K | 0.1% | -19.4% | 0.048% | |
1/21/2025 | McGuire Investment Group LLC | 4,698 | $272K | 0.0% | -3.5% | 0.033% | |
1/17/2025 | Janney Montgomery Scott LLC | 5,130 | $297K | 0.0% | N/A | 0.036% | |
1/16/2025 | Koshinski Asset Management Inc. | 8,686 | $503K | 0.0% | -9.5% | 0.061% | |
1/16/2025 | Ulland Investment Advisors LLC | 18,551 | $1.07M | 0.7% | -11.1% | 0.131% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 2,394 | $138K | 0.1% | -47.4% | 0.017% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 5,037 | $292K | 0.0% | -16.6% | 0.036% | |
12/26/2024 | JPMorgan Chase & Co. | 47,674 | $2.74M | 0.0% | +625.0% | 0.336% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 24,844 | $1.41M | 0.0% | -6.6% | 0.175% | |