8/13/2025 | PGIM Custom Harvest LLC | 1,023 | $243K | 0.0% | N/A | 0.020% | |
8/13/2025 | New Harbor Financial Group LLC | 99,932 | $23.71M | 5.4% | +72.7% | 1.987% | |
8/13/2025 | CW Advisors LLC | 1,364 | $324K | 0.0% | N/A | 0.027% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 67,124 | $15.93M | 0.0% | -26.9% | 1.334% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,771 | $420K | 0.0% | +5.7% | 0.035% | |
8/12/2025 | JPMorgan Chase & Co. | 674 | $160K | 0.0% | -6.9% | 0.013% | |
8/12/2025 | 17 Capital Partners LLC | 3,723 | $883K | 0.5% | +20.2% | 0.074% | |
8/11/2025 | Western Wealth Management LLC | 1,143 | $271K | 0.0% | +8.1% | 0.023% | |
8/8/2025 | Financial Gravity Companies Inc. | 146 | $35K | 0.0% | N/A | 0.003% | |
8/8/2025 | Cetera Investment Advisers | 3,199 | $759K | 0.0% | +72.8% | 0.064% | |
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8/8/2025 | Creative Planning | 2,420 | $574K | 0.0% | +56.4% | 0.048% | |
8/7/2025 | Mayport LLC | 960 | $228K | 0.1% | N/A | 0.019% | |
8/7/2025 | Alpha Cubed Investments LLC | 1,124 | $267K | 0.0% | -7.4% | 0.022% | |
8/7/2025 | Allworth Financial LP | 155 | $37K | 0.0% | N/A | 0.003% | |
8/7/2025 | Midwest Trust Co | 2,200 | $522K | 0.0% | N/A | 0.044% | |
8/6/2025 | Savant Capital LLC | 1,754 | $416K | 0.0% | -29.4% | 0.035% | |
8/6/2025 | Atlantic Union Bankshares Corp | 950 | $225K | 0.0% | N/A | 0.019% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 4,243 | $1.01M | 0.3% | N/A | 0.084% | |
8/5/2025 | Bank of Montreal Can | 550 | $131K | 0.0% | +71.3% | 0.011% | |
8/4/2025 | Spire Wealth Management | 409 | $97K | 0.0% | N/A | 0.008% | |
8/4/2025 | Arkadios Wealth Advisors | 3,400 | $807K | 0.0% | +7.5% | 0.068% | |
8/1/2025 | Auto Owners Insurance Co | 1,520,500 | $360.78M | 8.0% | +2.7% | 30.229% | |
8/1/2025 | GoalVest Advisory LLC | 27,156 | $6.44M | 1.6% | -0.5% | 0.540% | |
8/1/2025 | Envestnet Asset Management Inc. | 9,343 | $2.22M | 0.0% | +2.9% | 0.186% | |
7/30/2025 | KPP Advisory Services LLC | 3,326 | $789K | 0.1% | N/A | 0.066% | |
7/30/2025 | Cavalier Investments LLC | 13,110 | $3.11M | 0.9% | -1.0% | 0.261% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 4,009 | $951K | 0.4% | +2.1% | 0.080% | |
7/29/2025 | Kraft Davis & Associates LLC | 2,950 | $713K | 0.2% | -6.8% | 0.059% | |
7/28/2025 | SFG Wealth Management LLC. | 11,705 | $2.78M | 1.7% | +3.6% | 0.233% | |
7/28/2025 | Axxcess Wealth Management LLC | 3,675 | $872K | 0.0% | -1.3% | 0.073% | |
7/25/2025 | Apollon Financial LLC | 2,600 | $617K | 0.1% | +4.4% | 0.052% | |
7/24/2025 | Pinion Investment Advisors LLC | 12,976 | $3.08M | 1.1% | -51.5% | 0.258% | |
7/23/2025 | Detalus Advisors LLC | 975 | $231K | 0.1% | N/A | 0.020% | |
7/23/2025 | Gentry Private Wealth LLC | 9,363 | $2.22M | 1.7% | -0.8% | 0.189% | |
7/23/2025 | Country Club Bank | 15,331 | $3.60M | 0.2% | -0.7% | 0.310% | |
7/23/2025 | KPP Advisory Services LLC | 3,326 | $789K | 0.2% | N/A | 0.067% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 1,742 | $413K | 0.2% | N/A | 0.035% | |
7/22/2025 | VAUGHAN & Co SECURITIES INC. | 1,000 | $237K | 0.1% | N/A | 0.020% | |
7/22/2025 | Beacon Financial Advisory LLC | 851 | $202K | 0.1% | N/A | 0.017% | |
7/22/2025 | Private Wealth Group LLC | 3,874 | $919K | 0.5% | +59.0% | 0.078% | |
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7/18/2025 | Parsons Capital Management Inc. RI | 14,580 | $3.46M | 0.2% | -5.8% | 0.295% | |
7/17/2025 | Janney Montgomery Scott LLC | 2,754 | $653K | 0.0% | +6.8% | 0.056% | |
7/9/2025 | Westmount Partners LLC | 1,033 | $245K | 0.1% | N/A | 0.022% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 1,000 | $237K | 0.2% | N/A | 0.021% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 138 | $33K | 0.0% | +1,050.0% | 0.003% | |
7/2/2025 | LVM Capital Management Ltd. MI | 2,799 | $664K | 0.1% | +141.7% | 0.060% | |
5/19/2025 | Jane Street Group LLC | 1,095 | $210K | 0.0% | -23.9% | 0.025% | |
5/16/2025 | Jones Financial Companies Lllp | 60,915 | $11.68M | 0.0% | +6,318.9% | 1.417% | |
5/15/2025 | EP Wealth Advisors LLC | 5,066 | $972K | 0.0% | -5.8% | 0.118% | |
5/15/2025 | Royal Bank of Canada | 19,737 | $3.79M | 0.0% | +52.6% | 0.459% | |
5/14/2025 | Quadcap Wealth Management LLC | 3,976 | $763K | 0.1% | -1.2% | 0.092% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 91,844 | $17.62M | 0.0% | +4.1% | 2.136% | |
5/14/2025 | Kestra Advisory Services LLC | 58,441 | $11.21M | 0.1% | N/A | 1.359% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 3,928 | $753K | 0.3% | +1.4% | 0.091% | |
5/14/2025 | New Harbor Financial Group LLC | 57,854 | $11.10M | 3.0% | N/A | 1.345% | |
5/13/2025 | 17 Capital Partners LLC | 3,097 | $594K | 0.4% | +13.2% | 0.072% | |
5/13/2025 | HighTower Advisors LLC | 12,607 | $2.42M | 0.0% | -1.4% | 0.293% | |
5/9/2025 | Atria Wealth Solutions Inc. | 4,245 | $814K | 0.0% | -7.0% | 0.099% | |
5/9/2025 | Blair William & Co. IL | 2,019 | $387K | 0.0% | +9.8% | 0.047% | |
5/9/2025 | Bank of Nova Scotia | 12,807 | $2.46M | 0.0% | +9.6% | 0.298% | |
5/9/2025 | PNC Financial Services Group Inc. | 15,142 | $2.90M | 0.0% | -5.0% | 0.352% | |
5/8/2025 | Arkadios Wealth Advisors | 3,163 | $607K | 0.0% | +11.5% | 0.074% | |
5/7/2025 | Foundations Investment Advisors LLC | 2,254 | $432K | 0.0% | N/A | 0.052% | |
5/7/2025 | LPL Financial LLC | 154,688 | $29.67M | 0.0% | -18.1% | 3.597% | |
5/6/2025 | Cetera Investment Advisers | 1,851 | $355K | 0.0% | -63.7% | 0.043% | |
5/6/2025 | Auto Owners Insurance Co | 1,481,100 | $284.09M | 5.3% | +12.6% | 34.444% | |
5/5/2025 | Private Advisor Group LLC | 16,507 | $3.17M | 0.0% | -33.0% | 0.384% | |
5/2/2025 | Apollon Financial LLC | 2,490 | $478K | 0.1% | +145.3% | 0.058% | |
5/1/2025 | Country Club Bank | 15,435 | $2.97M | 0.2% | -0.8% | 0.359% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 146 | $28K | 0.0% | N/A | 0.003% | |
4/30/2025 | Geneva Partners LLC | 8,124 | $1.56M | 0.8% | -1.7% | 0.189% | |
4/30/2025 | Alpha Cubed Investments LLC | 1,214 | $233K | 0.0% | +9.0% | 0.028% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,084 | $1.74M | 0.0% | -1.9% | 0.211% | |
4/29/2025 | Aurora Private Wealth Inc. | 3,594 | $689K | 0.2% | N/A | 0.084% | |
4/28/2025 | Mutual Advisors LLC | 7,539 | $1.47M | 0.0% | +20.9% | 0.175% | |
4/25/2025 | Koshinski Asset Management Inc. | 7,411 | $1.42M | 0.1% | -2.9% | 0.172% | |
4/25/2025 | Goodman Advisory Group LLC | 83,656 | $16.05M | 7.4% | N/A | 1.945% | |
4/24/2025 | Cavalier Investments LLC | 13,248 | $2.54M | 0.9% | N/A | 0.308% | |
4/24/2025 | Kraft Davis & Associates LLC | 3,164 | $564K | 0.2% | -66.1% | 0.074% | |
4/23/2025 | SFG Wealth Management LLC. | 11,295 | $2.17M | 1.1% | -14.3% | 0.263% | |
4/23/2025 | Western Wealth Management LLC | 1,057 | $203K | 0.0% | N/A | 0.025% | |
4/23/2025 | Aurora Private Wealth Inc. | 170,553 | $32.71M | 0.9% | N/A | 3.966% | |
4/23/2025 | Sheets Smith Wealth Management | 1,760 | $338K | 0.0% | +4.6% | 0.041% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,527 | $2.60M | 0.0% | -11.6% | 0.315% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,336 | $256K | 0.0% | -11.5% | 0.031% | |
4/17/2025 | Janney Montgomery Scott LLC | 2,579 | $495K | 0.0% | +3.3% | 0.060% | |
4/17/2025 | Pinion Investment Advisors LLC | 26,746 | $5.13M | 1.1% | +102.7% | 0.622% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,473 | $283K | 0.0% | +20.1% | 0.034% | |
4/16/2025 | Private Wealth Group LLC | 2,437 | $467K | 0.3% | N/A | 0.057% | |
4/15/2025 | Parsons Capital Management Inc. RI | 15,470 | $2.97M | 0.2% | -10.4% | 0.360% | |
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4/14/2025 | IMC Chicago LLC | 14,519 | $2.79M | 0.0% | N/A | 0.338% | |
4/14/2025 | Park Avenue Securities LLC | 3,889 | $746K | 0.0% | -1.9% | 0.090% | |
4/8/2025 | LVM Capital Management Ltd. MI | 1,158 | $222K | 0.0% | N/A | 0.027% | |
4/7/2025 | GoalVest Advisory LLC | 27,287 | $5.23M | 1.4% | +1.9% | 0.635% | |
4/7/2025 | GAMMA Investing LLC | 422,941 | $81.12M | 0.0% | +19,081.0% | 9.836% | |
4/2/2025 | Global Wealth Strategies & Associates | 2,000 | $384K | 0.1% | +400.0% | 0.047% | |
3/24/2025 | Mascagni Wealth Management Inc. | 461 | $93K | 0.1% | N/A | 0.011% | |
2/17/2025 | Quadcap Wealth Management LLC | 4,023 | $812K | 0.1% | -10.8% | 0.092% | |
2/17/2025 | EP Wealth Advisors LLC | 5,379 | $1.09M | 0.0% | N/A | 0.123% | |
2/17/2025 | CoreCap Advisors LLC | 202 | $41K | 0.0% | -44.0% | 0.005% | |