4/18/2024 | Aviance Capital Partners LLC | 48,000 | $569K | 0.1% | N/A | 0.059% | |
4/18/2024 | Mirador Capital Partners LP | 518,929 | $6.15M | 1.2% | +170.8% | 0.643% | |
4/17/2024 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,770 | $187K | 0.1% | N/A | 0.020% | |
4/15/2024 | Clarity Financial LLC | 298,781 | $3.54M | 0.5% | N/A | 0.370% | |
4/15/2024 | Sound Income Strategies LLC | 36,409 | $432K | 0.0% | -76.1% | 0.045% | |
4/11/2024 | RFG Advisory LLC | 15,862 | $188K | 0.0% | N/A | 0.013% | |
|
4/10/2024 | LexAurum Advisors LLC | 19,907 | $236K | 0.1% | N/A | 0.017% | |
4/10/2024 | One Plus One Wealth Management LLC | 161,330 | $1.91M | 1.1% | -48.0% | 0.135% | |
4/10/2024 | Thomasville National Bank | 11,168 | $132K | 0.0% | N/A | 0.009% | |
4/9/2024 | Lowe Wealth Advisors LLC | 35,311 | $419K | 0.2% | -82.8% | 0.030% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 126,630 | $1.65M | 1.2% | N/A | 0.106% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 758,512 | $9.85M | 0.3% | -30.9% | 0.636% | |
3/1/2024 | Transcendent Capital Group LLC | 3,100 | $40K | 0.0% | N/A | 0.003% | |
3/1/2024 | Goldman Sachs Group Inc. | 50,000 | $650K | 0.0% | -13.5% | 0.042% | |
3/1/2024 | Pineridge Advisors LLC | 1,247,925 | $16.21M | 5.4% | N/A | 1.046% | |
2/26/2024 | Integrated Advisors Network LLC | 259,733 | $3.37M | 0.2% | +1,390.8% | 0.218% | |
2/15/2024 | Townsquare Capital LLC | 152,056 | $1.98M | 0.0% | -17.8% | 0.127% | |
2/15/2024 | Virtue Capital Management LLC | 48,450 | $640K | 0.1% | -67.4% | 0.041% | |
2/15/2024 | Freedom Investment Management Inc. | 181,401 | $2.36M | 0.2% | +27.9% | 0.152% | |
2/15/2024 | Comerica Bank | 35,989 | $467K | 0.0% | -13.9% | 0.030% | |
2/14/2024 | Pathstone Holdings LLC | 22,108 | $287K | 0.0% | N/A | 0.019% | |
2/14/2024 | Visionary Wealth Advisors | 12,179 | $158K | 0.0% | -14.4% | 0.010% | |
2/14/2024 | VitalStone Financial LLC | 43,489 | $565K | 0.5% | -58.2% | 0.036% | |
2/14/2024 | Scholtz & Company LLC | 281,180 | $3.65M | 1.8% | -11.6% | 0.236% | |
2/14/2024 | Westwood Holdings Group Inc. | 1,451,509 | $18.86M | 0.2% | -28.1% | 1.217% | |
2/13/2024 | Envestnet Asset Management Inc. | 607,289 | $7.89M | 0.0% | -25.3% | 0.509% | |
2/13/2024 | Oppenheimer & Co. Inc. | 314,237 | $4.08M | 0.1% | +26.3% | 0.263% | |
2/13/2024 | Bedell Frazier Investment Counselling LLC | 93,886 | $1.22M | 0.3% | N/A | 0.079% | |
2/13/2024 | Tower Research Capital LLC TRC | 115,694 | $1.50M | 0.0% | +5.0% | 0.097% | |
2/13/2024 | Goldman Sachs Group Inc. | 50,000 | $650K | 0.0% | -13.5% | 0.042% | |
2/13/2024 | Belpointe Asset Management LLC | 18,075 | $235K | 0.0% | N/A | 0.015% | |
2/12/2024 | Laidlaw Wealth Management LLC | 78,500 | $1.02M | 0.4% | N/A | 0.066% | |
2/12/2024 | Hilltop Holdings Inc. | 16,130 | $210K | 0.0% | -25.7% | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 35,920 | $467K | 0.0% | -71.0% | 0.030% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 124,971 | $1.62M | 0.0% | +46.2% | 0.105% | |
2/9/2024 | Balboa Wealth Partners | 14,525 | $189K | 0.1% | N/A | 0.012% | |
2/9/2024 | InterOcean Capital Group LLC | 1,068,273 | $13.88M | 0.4% | +1.5% | 0.895% | |
2/9/2024 | IMC Chicago LLC | 1,550,365 | $20.14M | 0.0% | -6.1% | 1.299% | |
2/9/2024 | Corient Private Wealth LLC | 29,651 | $385K | 0.0% | N/A | 0.025% | |
2/9/2024 | UBS Group AG | 2,072,885 | $26.93M | 0.0% | -38.0% | 1.737% | |
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2/8/2024 | WT Wealth Management | 15,000 | $195K | 0.1% | N/A | 0.013% | |
2/8/2024 | First Heartland Consultants Inc. | 128,751 | $1.67M | 0.2% | -2.7% | 0.108% | |
2/8/2024 | Oxbow Advisors LLC | 51,635 | $671K | 0.1% | +15.5% | 0.043% | |
2/8/2024 | Beacon Pointe Advisors LLC | 310,424 | $4.03M | 0.0% | -25.9% | 0.260% | |
2/8/2024 | Capital Wealth Planning LLC | 261,776 | $3.40M | 0.0% | +10.2% | 0.219% | |
2/8/2024 | Foundations Investment Advisors LLC | 21,815 | $277K | 0.0% | -93.5% | 0.018% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 48,000 | $624K | 0.0% | -19.4% | 0.040% | |
2/7/2024 | Jump Financial LLC | 343,528 | $4.46M | 0.1% | N/A | 0.288% | |
2/7/2024 | Econ Financial Services Corp | 304,356 | $3.95M | 2.8% | N/A | 0.255% | |
2/7/2024 | Arcadia Investment Management Corp MI | 53,260 | $692K | 0.1% | -13.3% | 0.045% | |
2/6/2024 | EdgeRock Capital LLC | 7,733 | $97K | 0.1% | N/A | 0.006% | |
2/6/2024 | Private Advisor Group LLC | 26,901 | $349K | 0.0% | -34.4% | 0.023% | |
2/6/2024 | Axxcess Wealth Management LLC | 493,381 | $6.41M | 0.2% | +1.0% | 0.414% | |
2/6/2024 | Aveo Capital Partners LLC | 12,609 | $164K | 0.0% | -70.3% | 0.011% | |
2/6/2024 | First Horizon Advisors Inc. | 8,038 | $104K | 0.0% | -18.5% | 0.007% | |
2/5/2024 | Andina Capital Management LLC | 60,984 | $792K | 0.7% | N/A | 0.051% | |
2/5/2024 | Choreo LLC | 18,817 | $244K | 0.0% | +18.8% | 0.016% | |
2/5/2024 | Intellectus Partners LLC | 17,989 | $234K | 0.1% | -68.3% | 0.015% | |
2/5/2024 | Transcend Capital Advisors LLC | 10,854 | $141K | 0.0% | N/A | 0.009% | |
2/2/2024 | Headlands Technologies LLC | 167,092 | $2.17M | 0.6% | +2,074.8% | 0.140% | |
2/2/2024 | Citizens Financial Group Inc. RI | 580,078 | $7.54M | 0.3% | N/A | 0.486% | |
2/2/2024 | TAP Consulting LLC | 186,799 | $2.43M | 0.6% | -19.3% | 0.157% | |
2/2/2024 | Atria Wealth Solutions Inc. | 47,049 | $611K | 0.0% | N/A | 0.039% | |
2/1/2024 | Lesa Sroufe & Co | 169,984 | $2.21M | 2.2% | -2.4% | 0.142% | |
2/1/2024 | National Wealth Management Group LLC | 18,097 | $235K | 0.2% | N/A | 0.015% | |
2/1/2024 | Telemus Capital LLC | 350,636 | $4.56M | 0.4% | -28.7% | 0.294% | |
2/1/2024 | CWM LLC | 51,593 | $670K | 0.0% | -70.0% | 0.043% | |
1/31/2024 | HTLF Bank | 18,128 | $235K | 0.0% | N/A | 0.015% | |
1/31/2024 | Western Wealth Management LLC | 34,646 | $450K | 0.0% | -46.9% | 0.029% | |
1/31/2024 | Archer Investment Corp | 15,243 | $198K | 0.1% | N/A | 0.013% | |
1/30/2024 | TRUE Private Wealth Advisors | 13,491 | $175K | 0.0% | -75.4% | 0.011% | |
1/30/2024 | Aurora Private Wealth Inc. | 23,941 | $311K | 0.3% | N/A | 0.020% | |
1/29/2024 | ORG Partners LLC | 58,123 | $755K | 0.1% | +364.7% | 0.049% | |
1/25/2024 | Wakefield Asset Management LLLP | 324,002 | $4.21M | 1.6% | N/A | 0.272% | |
1/24/2024 | Stratos Wealth Partners LTD. | 44,847 | $583K | 0.0% | -20.7% | 0.038% | |
1/24/2024 | Clear Creek Financial Management LLC | 234,345 | $3.04M | 0.5% | +2.9% | 0.196% | |
1/23/2024 | CPR Investments Inc. | 1,225,139 | $15.92M | 15.4% | +16.3% | 1.027% | |
1/22/2024 | One Plus One Wealth Management LLC | 310,176 | $4.03M | 2.4% | -64.7% | 0.260% | |
1/19/2024 | Mirador Capital Partners LP | 191,600 | $2.49M | 0.5% | -73.2% | 0.161% | |
1/19/2024 | Teamwork Financial Advisors LLC | 12,311 | $160K | 0.0% | -46.1% | 0.010% | |
1/18/2024 | Global Retirement Partners LLC | 54,025 | $704K | 0.0% | -7.5% | 0.045% | |
1/18/2024 | First National Corp MA ADV | 283,779 | $3.69M | 0.9% | +46.7% | 0.238% | |
1/18/2024 | Sterling Investment Management LLC | 479,205 | $6.23M | 4.6% | N/A | 0.402% | |
1/17/2024 | PFG Investments LLC | 19,364 | $252K | 0.0% | -60.5% | 0.016% | |
1/16/2024 | Kaydan Wealth Management Inc. | 326,402 | $4.24M | 1.7% | -77.0% | 0.274% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 100,303 | $1.30M | 1.0% | -42.1% | 0.084% | |
1/12/2024 | Mutual Advisors LLC | 18,834 | $245K | 0.0% | N/A | 0.016% | |
1/12/2024 | Clearview Wealth Advisors LLC | 151,557 | $1.97M | 2.3% | N/A | 0.127% | |
1/12/2024 | Park Edge Advisors LLC | 146,783 | $1.91M | 0.7% | N/A | 0.123% | |
1/10/2024 | Sound Income Strategies LLC | 152,563 | $1.98M | 0.2% | +16,501.0% | 0.128% | |
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1/10/2024 | Dfpg Investments LLC | 15,219 | $200K | 0.0% | -91.0% | 0.013% | |
1/8/2024 | Vigilare Wealth Management | 76,188 | $990K | 0.5% | -61.3% | 0.064% | |
1/5/2024 | Lowe Wealth Advisors LLC | 205,227 | $2.67M | 1.3% | -16.6% | 0.172% | |
12/5/2023 | TAP Consulting LLC | 231,459 | $3.35M | 0.9% | -2.0% | 0.194% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 1,098,010 | $15.89M | 0.4% | -54.2% | 0.920% | |
11/21/2023 | Comerica Bank | 41,775 | $604K | 0.0% | N/A | 0.035% | |
11/16/2023 | Integrated Advisors Network LLC | 17,422 | $252K | 0.0% | -18.3% | 0.015% | |
11/16/2023 | VitalStone Financial LLC | 103,974 | $1.47M | 1.2% | -59.2% | 0.087% | |
11/16/2023 | Morgan Stanley | 3,655,989 | $52.90M | 0.0% | -45.6% | 3.064% | |
11/15/2023 | Townsquare Capital LLC | 184,878 | $2.68M | 0.0% | N/A | 0.155% | |