5/16/2025 | National Wealth Management Group LLC | 2,987 | $231K | 0.2% | -46.7% | 0.022% | |
5/16/2025 | NewEdge Advisors LLC | 11,948 | $924K | 0.0% | +1.6% | 0.089% | |
5/14/2025 | Jump Financial LLC | 78,449 | $6.07M | 0.1% | -43.0% | 0.585% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,482 | $115K | 0.0% | +4,531.3% | 0.011% | |
5/14/2025 | Kestra Advisory Services LLC | 21,934 | $1.70M | 0.0% | -4.5% | 0.163% | |
5/14/2025 | Flow Traders U.S. LLC | 71,780 | $5.55M | 0.2% | +22.8% | 0.535% | |
5/13/2025 | Finer Wealth Management Inc. | 3,090 | $239K | 0.1% | -32.7% | 0.023% | |
5/13/2025 | HighTower Advisors LLC | 3,095 | $239K | 0.0% | -23.3% | 0.023% | |
5/12/2025 | Meridian Wealth Management LLC | 19,208 | $1.49M | 0.1% | -7.3% | 0.143% | |
5/12/2025 | Truepoint Inc. | 3,461 | $268K | 0.0% | -7.3% | 0.026% | |
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5/12/2025 | Citigroup Inc. | 101,859 | $7.88M | 0.0% | -28.2% | 0.759% | |
5/9/2025 | Headlands Technologies LLC | 1,116 | $86K | 0.0% | +6,875.0% | 0.008% | |
5/9/2025 | Cheviot Value Management LLC | 1,430 | $111K | 0.0% | N/A | 0.011% | |
5/8/2025 | Harbour Investments Inc. | 606 | $47K | 0.0% | +30,200.0% | 0.005% | |
5/8/2025 | XTX Topco Ltd | 3,946 | $305K | 0.0% | N/A | 0.029% | |
5/8/2025 | Harvest Fund Management Co. Ltd | 142,570 | $10.88M | 0.5% | +83.2% | 1.062% | |
5/7/2025 | Foundations Investment Advisors LLC | 2,649 | $205K | 0.0% | -8.6% | 0.020% | |
5/7/2025 | LPL Financial LLC | 19,536 | $1.51M | 0.0% | -18.6% | 0.146% | |
5/6/2025 | Cetera Investment Advisers | 11,539 | $892K | 0.0% | -76.2% | 0.086% | |
5/1/2025 | CWM LLC | 1,093 | $85K | 0.0% | -70.3% | 0.008% | |
4/30/2025 | Allworth Financial LP | 1,556 | $120K | 0.0% | -31.6% | 0.012% | |
4/30/2025 | Planning Directions Inc. | 5,927 | $458K | 0.2% | N/A | 0.044% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 10,200 | $763K | 0.0% | -10.5% | 0.076% | |
4/23/2025 | Golden State Equity Partners | 5,732 | $443K | 0.1% | -7.4% | 0.043% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,530 | $1.36M | 0.0% | -10.4% | 0.131% | |
4/22/2025 | WealthCare Investment Partners LLC | 7,799 | $603K | 0.3% | -2.3% | 0.058% | |
4/18/2025 | CENTRAL TRUST Co | 1,579 | $122K | 0.0% | N/A | 0.012% | |
4/16/2025 | Opal Wealth Advisors LLC | 2,508 | $194K | 0.1% | N/A | 0.019% | |
4/11/2025 | Fortress Financial Group LLC | 3,328 | $257K | 0.3% | -10.9% | 0.025% | |
4/9/2025 | Kaizen Financial Strategies | 16,672 | $1.29M | 0.7% | -16.9% | 0.124% | |
2/28/2025 | Menard Financial Group LLC | 1,726 | $130K | 0.1% | N/A | 0.010% | |
2/25/2025 | Integrated Advisors Network LLC | 5,233 | $395K | 0.0% | -24.6% | 0.030% | |
2/18/2025 | Glen Eagle Advisors LLC | 450 | $34K | 0.0% | -25.0% | 0.003% | |
2/17/2025 | Kaizen Financial Strategies | 20,051 | $1.52M | 0.9% | N/A | 0.116% | |
2/17/2025 | Cresset Asset Management LLC | 7,558 | $571K | 0.0% | -45.1% | 0.044% | |
2/17/2025 | Cetera Investment Advisers | 48,467 | $3.66M | 0.0% | -8.8% | 0.280% | |
2/17/2025 | Bank of America Corp DE | 133,913 | $10.12M | 0.0% | -86.4% | 0.773% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 5,412 | $409K | 0.0% | +62.5% | 0.031% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 2,914 | $220K | 0.0% | -93.2% | 0.017% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 12,683 | $958K | 0.0% | -68.9% | 0.073% | |
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2/14/2025 | MGO One Seven LLC | 13,769 | $1.04M | 0.0% | -2.0% | 0.079% | |
2/14/2025 | Tower Research Capital LLC TRC | 5,355 | $405K | 0.0% | -29.4% | 0.031% | |
2/14/2025 | Natixis | 7,760 | $586K | 0.0% | -27.5% | 0.045% | |
2/13/2025 | Global Endowment Management LP | 3,500 | $264K | 0.0% | -86.8% | 0.020% | |
2/13/2025 | NewEdge Advisors LLC | 11,761 | $889K | 0.0% | -1.4% | 0.068% | |
2/13/2025 | Insigneo Advisory Services LLC | 12,134 | $917K | 0.1% | +109.3% | 0.070% | |
2/13/2025 | Jump Financial LLC | 137,638 | $10.40M | 0.2% | N/A | 0.795% | |
2/13/2025 | Mariner LLC | 9,085 | $686K | 0.0% | +2.9% | 0.052% | |
2/13/2025 | Barclays PLC | 177,860 | $13.44M | 0.0% | +53.9% | 1.027% | |
2/13/2025 | Rockefeller Capital Management L.P. | 33,877 | $2.56M | 0.0% | +113.2% | 0.196% | |
2/13/2025 | Scotia Capital Inc. | 4,200 | $317K | 0.0% | +12.6% | 0.024% | |
2/13/2025 | Bank of Montreal Can | 10,220 | $772K | 0.0% | -67.2% | 0.059% | |
2/13/2025 | Himension Capital Singapore PTE. LTD. | 40,314 | $3.05M | 0.2% | +17.6% | 0.233% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,880 | $822K | 0.0% | +26.7% | 0.063% | |
2/13/2025 | Wells Fargo & Company MN | 6,885 | $520K | 0.0% | -25.3% | 0.040% | |
2/13/2025 | Solstein Capital LLC | 1,200 | $91K | 0.0% | -81.2% | 0.007% | |
2/13/2025 | Smith Moore & CO. | 4,485 | $339K | 0.0% | +11.7% | 0.026% | |
2/12/2025 | National Wealth Management Group LLC | 5,602 | $423K | 0.3% | -23.1% | 0.032% | |
2/12/2025 | National Bank of Canada FI | 770 | $58K | 0.0% | +35.1% | 0.004% | |
2/12/2025 | Orion Portfolio Solutions LLC | 2,835 | $214K | 0.0% | N/A | 0.016% | |
2/12/2025 | JPMorgan Chase & Co. | 3,494 | $264K | 0.0% | -91.7% | 0.020% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 326 | $25K | 0.0% | N/A | 0.002% | |
2/11/2025 | FineMark National Bank & Trust | 4,096 | $309K | 0.0% | N/A | 0.024% | |
2/11/2025 | LPL Financial LLC | 23,989 | $1.81M | 0.0% | -12.8% | 0.139% | |
2/11/2025 | Harvest Fund Management Co. Ltd | 77,836 | $5.88M | 0.3% | +75.1% | 0.449% | |
2/10/2025 | Corient Private Wealth LLC | 3,418 | $258K | 0.0% | -7.7% | 0.020% | |
2/10/2025 | Ascent Capital Management LLC | 3,278 | $248K | 0.3% | N/A | 0.019% | |
2/10/2025 | Commonwealth Equity Services LLC | 23,947 | $1.81M | 0.0% | -10.8% | 0.138% | |
2/7/2025 | HighTower Advisors LLC | 4,033 | $305K | 0.0% | -10.2% | 0.023% | |
2/7/2025 | Daiwa Securities Group Inc. | 24,500 | $1.85M | 0.0% | -18.1% | 0.141% | |
2/5/2025 | US Bancorp DE | 1,676 | $127K | 0.0% | +55.8% | 0.010% | |
2/5/2025 | SVB Wealth LLC | 12,816 | $968K | 0.0% | N/A | 0.074% | |
2/5/2025 | Fortress Financial Group LLC | 3,734 | $282K | 0.3% | N/A | 0.022% | |
2/5/2025 | Nwam LLC | 2,926 | $221K | 0.0% | N/A | 0.017% | |
2/4/2025 | Cavalier Investments LLC | 12,022 | $908K | 0.3% | +3.5% | 0.069% | |
2/4/2025 | IFP Advisors Inc | 765 | $58K | 0.0% | +35.4% | 0.004% | |
1/31/2025 | Truist Financial Corp | 10,842 | $819K | 0.0% | +6.3% | 0.063% | |
1/30/2025 | Allworth Financial LP | 2,274 | $183K | 0.0% | -24.2% | 0.013% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 11,400 | $853K | 0.0% | +23.9% | 0.066% | |
1/24/2025 | Golden State Equity Partners | 6,187 | $467K | 0.1% | -16.4% | 0.036% | |
1/22/2025 | Foundations Investment Advisors LLC | 2,899 | $219K | 0.0% | N/A | 0.017% | |
1/21/2025 | St. Johns Investment Management Company LLC | 1,290 | $97K | 0.0% | N/A | 0.007% | |
1/16/2025 | Global Wealth Management LLC | 12,220 | $923K | 0.6% | N/A | 0.071% | |
1/15/2025 | HB Wealth Management LLC | 3,934 | $297K | 0.0% | N/A | 0.023% | |
12/26/2024 | JPMorgan Chase & Co. | 41,906 | $2.93M | 0.0% | +279,273.3% | 0.242% | |
12/9/2024 | FFG Partners LLC | 76,277 | $5.33M | 1.8% | +2.2% | 0.440% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 437 | $31K | 0.0% | N/A | 0.003% | |
11/15/2024 | Savoie Capital LLC | 52,900 | $3.70M | 0.5% | N/A | 0.305% | |
11/15/2024 | Barclays PLC | 115,568 | $8.08M | 0.0% | -75.7% | 0.667% | |
11/15/2024 | MML Investors Services LLC | 9,229 | $645K | 0.0% | -49.8% | 0.053% | |
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11/15/2024 | Kovitz Investment Group Partners LLC | 40,811 | $2.83M | 0.0% | N/A | 0.236% | |
11/15/2024 | Clearline Capital LP | 76,136 | $5.32M | 0.2% | N/A | 0.440% | |
11/15/2024 | TOMS Capital Investment Management LP | 33,300 | $2.33M | 0.1% | N/A | 0.192% | |
11/14/2024 | Encompass More Asset Management | 12,615 | $882K | 0.3% | N/A | 0.073% | |
11/14/2024 | Flow Traders U.S. LLC | 91,342 | $6.39M | 0.3% | -57.3% | 0.527% | |
11/14/2024 | Rockefeller Capital Management L.P. | 15,887 | $1.11M | 0.0% | +32.7% | 0.092% | |
11/14/2024 | National Wealth Management Group LLC | 7,283 | $509K | 0.3% | -37.5% | 0.042% | |
11/13/2024 | Bank of Montreal Can | 31,153 | $2.19M | 0.0% | +258.1% | 0.180% | |
11/13/2024 | Harvest Fund Management Co. Ltd | 44,452 | $3.11M | 0.2% | +15.1% | 0.257% | |
11/13/2024 | Daiwa Securities Group Inc. | 29,900 | $2.09M | 0.0% | +4.9% | 0.173% | |