5/20/2025 | Belpointe Asset Management LLC | 8,809 | $814K | 0.0% | N/A | 0.061% | |
5/20/2025 | Integrity Alliance LLC. | 23,795 | $2.20M | 0.1% | N/A | 0.164% | |
5/16/2025 | Goldman Sachs Group Inc. | 51,215 | $4.73M | 0.0% | +83.8% | 0.353% | |
5/16/2025 | Jones Financial Companies Lllp | 10,103 | $933K | 0.0% | +163.7% | 0.070% | |
5/16/2025 | Integrated Wealth Concepts LLC | 32,397 | $2.99M | 0.0% | +7.9% | 0.223% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 15,302 | $1.41M | 0.2% | -3.0% | 0.105% | |
5/15/2025 | Royal Bank of Canada | 28,556 | $2.64M | 0.0% | +19.7% | 0.197% | |
5/15/2025 | Connecticut Wealth Management LLC | 12,103 | $1.12M | 0.1% | N/A | 0.083% | |
5/14/2025 | CreativeOne Wealth LLC | 46,328 | $4.28M | 0.1% | N/A | 0.319% | |
5/14/2025 | Comerica Bank | 11,509 | $1.06M | 0.0% | +4.2% | 0.079% | |
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5/14/2025 | Kestra Advisory Services LLC | 37,178 | $3.43M | 0.0% | -21.5% | 0.256% | |
5/13/2025 | Global View Capital Management LLC | 53,014 | $4.90M | 1.8% | N/A | 0.366% | |
5/13/2025 | Ethos Financial Group LLC | 6,882 | $636K | 0.1% | -4.6% | 0.047% | |
5/13/2025 | Raymond James Financial Inc. | 71,321 | $6.59M | 0.0% | -45.1% | 0.492% | |
5/13/2025 | Cresset Asset Management LLC | 2,500 | $231K | 0.0% | N/A | 0.017% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 5,844 | $540K | 0.0% | -74.4% | 0.040% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 8,744 | $808K | 0.0% | -3.5% | 0.060% | |
5/13/2025 | HighTower Advisors LLC | 125,092 | $11.55M | 0.0% | -7.6% | 0.863% | |
5/13/2025 | Peak Financial Management Inc. | 103,882 | $9.59M | 2.9% | +2.8% | 0.717% | |
5/12/2025 | King Luther Capital Management Corp | 5,011 | $463K | 0.0% | -6.3% | 0.035% | |
5/12/2025 | Invesco Ltd. | 150,527 | $13.90M | 0.0% | -97.3% | 1.039% | |
5/12/2025 | Berger Financial Group Inc | 3,949 | $365K | 0.0% | -13.2% | 0.027% | |
5/12/2025 | Condor Capital Management | 18,392 | $1.70M | 0.2% | -14.0% | 0.127% | |
5/12/2025 | Wambolt & Associates LLC | 5,060 | $466K | 0.2% | -2.5% | 0.035% | |
5/9/2025 | Atria Wealth Solutions Inc. | 5,179 | $478K | 0.0% | -13.0% | 0.036% | |
5/9/2025 | Cary Street Partners Financial LLC | 4,912 | $454K | 0.0% | -5.3% | 0.034% | |
5/9/2025 | Advyzon Investment Management LLC | 21,647 | $2.00M | 0.8% | N/A | 0.149% | |
5/9/2025 | Plan Group Financial LLC | 16,704 | $1.54M | 0.6% | +35.4% | 0.115% | |
5/8/2025 | SPC Financial Inc. | 21,675 | $2.00M | 0.2% | +6.9% | 0.150% | |
5/8/2025 | Strategic Advocates LLC | 259,330 | $23.95M | 8.3% | +2.5% | 1.790% | |
5/8/2025 | Arkadios Wealth Advisors | 76,629 | $7.08M | 0.3% | -8.2% | 0.529% | |
5/7/2025 | LPL Financial LLC | 222,819 | $20.58M | 0.0% | -2.5% | 1.538% | |
5/7/2025 | Valued Retirements Inc. | 2,468 | $228K | 0.3% | N/A | 0.017% | |
5/6/2025 | Assetmark Inc. | 4,444 | $410K | 0.0% | +1,552.0% | 0.031% | |
5/6/2025 | Cetera Investment Advisers | 9,459 | $873K | 0.0% | +4.9% | 0.065% | |
5/6/2025 | Avantax Advisory Services Inc. | 8,018 | $740K | 0.0% | -1.7% | 0.055% | |
5/6/2025 | Brookwood Investment Group LLC | 4,761 | $440K | 0.1% | N/A | 0.033% | |
5/6/2025 | ACR Alpine Capital Research LLC | 4,091 | $378K | 0.0% | -98.2% | 0.028% | |
5/5/2025 | IFP Advisors Inc | 668 | $62K | 0.0% | +41.8% | 0.005% | |
5/5/2025 | Private Advisor Group LLC | 8,290 | $766K | 0.0% | -45.6% | 0.057% | |
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5/2/2025 | Independent Wealth Network Inc. | 6,345 | $586K | 0.2% | -3.8% | 0.044% | |
5/2/2025 | Concord Wealth Partners | 7,589 | $701K | 0.1% | -12.1% | 0.052% | |
5/1/2025 | CWM LLC | 60,421 | $5.58M | 0.0% | -3.2% | 0.417% | |
5/1/2025 | Fidelity D & D Bancorp Inc. | 70,365 | $6.50M | 4.3% | +9.8% | 0.486% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,490 | $322K | 0.0% | -34.6% | 0.024% | |
4/29/2025 | Envestnet Asset Management Inc. | 55,609 | $5.14M | 0.0% | -52.4% | 0.384% | |
4/29/2025 | Silver Oak Securities Incorporated | 19,363 | $1.77M | 0.2% | +1.7% | 0.134% | |
4/28/2025 | Strategic Financial Concepts LLC | 11,766 | $1.09M | 0.2% | +14.0% | 0.081% | |
4/28/2025 | Private Trust Co. NA | 3,191 | $295K | 0.0% | -31.1% | 0.022% | |
4/28/2025 | Arlington Trust Co LLC | 530 | $49K | 0.0% | N/A | 0.004% | |
4/28/2025 | DAVENPORT & Co LLC | 5,738 | $530K | 0.0% | N/A | 0.040% | |
4/28/2025 | Salomon & Ludwin LLC | 646 | $60K | 0.0% | -46.1% | 0.004% | |
4/25/2025 | Essex Financial Services Inc. | 5,956 | $550K | 0.0% | +3.0% | 0.041% | |
4/24/2025 | Money Concepts Capital Corp | 10,243 | $946K | 0.1% | -5.9% | 0.071% | |
4/23/2025 | Saxony Capital Management LLC | 2,309 | $213K | 0.2% | -6.2% | 0.016% | |
4/23/2025 | Financial Enhancement Group LLC | 10,510 | $912K | 0.1% | -10.2% | 0.073% | |
4/23/2025 | Spirepoint Private Client LLC | 7,766 | $717K | 0.1% | -2.9% | 0.054% | |
4/22/2025 | Flagship Harbor Advisors LLC | 6,415 | $592K | 0.0% | -3.4% | 0.044% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 74,073 | $6.84M | 0.0% | +1.6% | 0.511% | |
4/22/2025 | Synergy Asset Management LLC | 27,941 | $2.58M | 0.3% | +465,583.3% | 0.193% | |
4/22/2025 | Advisor Resource Council | 3,751 | $346K | 0.0% | N/A | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 4,595 | $424K | 0.0% | +4.9% | 0.032% | |
4/16/2025 | Armbruster Capital Management Inc. | 339,461 | $31.35M | 6.3% | +0.1% | 2.343% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 97,116 | $8.97M | 0.0% | -2.8% | 0.670% | |
4/16/2025 | BigSur Wealth Management LLC | 40,416 | $3.73M | 1.0% | -1.3% | 0.279% | |
4/16/2025 | Paragon Capital Management Ltd | 11,845 | $1.09M | 0.2% | +31.3% | 0.082% | |
4/14/2025 | Farther Finance Advisors LLC | 411 | $38K | 0.0% | +675.5% | 0.003% | |
4/10/2025 | Breakwater Capital Group | 19,076 | $1.76M | 0.3% | +2.9% | 0.132% | |
4/10/2025 | Matrix Trust Co | 4,817 | $445K | 0.1% | +46.5% | 0.033% | |
4/9/2025 | NBC Securities Inc. | 430 | $39K | 0.0% | N/A | 0.003% | |
4/8/2025 | Rothschild Investment LLC | 69,053 | $6.38M | 0.4% | -0.6% | 0.477% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,916 | $9.01M | 0.0% | +120.7% | 0.695% | |
3/12/2025 | Centaurus Financial Inc. | 1,878 | $169K | 0.0% | -14.1% | 0.013% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 64,082 | $5.78M | 3.8% | +17.3% | 0.432% | |
2/24/2025 | Ameriflex Group Inc. | 5,169 | $481K | 0.2% | N/A | 0.021% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 64,082 | $5.78M | 4.2% | +17.3% | 0.264% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 10,774 | $972K | 0.4% | -7.1% | 0.044% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 14,695 | $1.33M | 0.0% | -4.0% | 0.061% | |
2/17/2025 | Cetera Investment Advisers | 9,020 | $814K | 0.0% | +7.0% | 0.037% | |
2/17/2025 | Captrust Financial Advisors | 2,504 | $226K | 0.0% | -32.4% | 0.010% | |
2/17/2025 | Cary Street Partners Financial LLC | 5,188 | $468K | 0.0% | N/A | 0.021% | |
2/17/2025 | Bank of America Corp DE | 1,516,533 | $136.81M | 0.0% | -8.0% | 6.249% | |
2/17/2025 | Ameriprise Financial Inc. | 127,462 | $11.50M | 0.0% | +1.4% | 0.525% | |
2/14/2025 | Jane Street Group LLC | 5,355 | $483K | 0.0% | -24.8% | 0.022% | |
2/14/2025 | Comerica Bank | 11,046 | $996K | 0.0% | -5.4% | 0.046% | |
2/14/2025 | Berger Financial Group Inc | 4,552 | $411K | 0.0% | -9.1% | 0.019% | |
2/14/2025 | Two Sigma Securities LLC | 2,517 | $227K | 0.0% | N/A | 0.010% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,457 | $492K | 0.0% | -2.1% | 0.022% | |
2/14/2025 | Integrated Wealth Concepts LLC | 30,034 | $2.71M | 0.0% | +9.8% | 0.124% | |
2/14/2025 | Coppell Advisory Solutions LLC | 389 | $35K | 0.0% | +411.8% | 0.002% | |
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2/14/2025 | Stifel Financial Corp | 14,414 | $1.30M | 0.0% | +5.4% | 0.059% | |
2/13/2025 | Regal Investment Advisors LLC | 4,948 | $446K | 0.0% | -17.4% | 0.020% | |
2/13/2025 | Mariner LLC | 15,892 | $1.43M | 0.0% | +336.2% | 0.065% | |
2/13/2025 | Advisory Services Network LLC | 3,411 | $308K | 0.0% | N/A | 0.014% | |
2/13/2025 | Renaissance Technologies LLC | 12,800 | $1.16M | 0.0% | +26.7% | 0.053% | |
2/13/2025 | Invesco Ltd. | 5,485,483 | $494.85M | 0.1% | -5.8% | 22.602% | |
2/13/2025 | Bank of Montreal Can | 2,063 | $186K | 0.0% | -8.8% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 116,880 | $10.54M | 0.0% | -0.5% | 0.482% | |
2/13/2025 | Wells Fargo & Company MN | 113,867 | $10.27M | 0.0% | -8.4% | 0.469% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,879 | $981K | 0.0% | +7.2% | 0.045% | |