8/15/2025 | Snowden Capital Advisors LLC | 24,143 | $1.10M | 0.0% | +3.1% | 0.409% | |
8/15/2025 | Bank of America Corp DE | 202,000 | $9.20M | 0.0% | +86.6% | 3.424% | |
8/15/2025 | Ameriprise Financial Inc. | 21,411 | $975K | 0.0% | +12.4% | 0.363% | |
8/14/2025 | Raymond James Financial Inc. | 27,028 | $1.23M | 0.0% | +2.7% | 0.458% | |
8/13/2025 | Invesco Ltd. | 6,782 | $309K | 0.0% | +14.3% | 0.115% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 15,005 | $683K | 0.0% | +18.1% | 0.254% | |
8/13/2025 | Choreo LLC | 5,463 | $249K | 0.0% | -17.2% | 0.093% | |
8/12/2025 | SlateStone Wealth LLC | 7,196 | $328K | 0.0% | -3.2% | 0.122% | |
8/12/2025 | Laurel Wealth Advisors LLC | 593 | $27K | 0.0% | +4,461.5% | 0.010% | |
8/8/2025 | Kingsview Wealth Management LLC | 10,136 | $462K | 0.0% | -2.7% | 0.171% | |
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8/8/2025 | Sculati Wealth Management LLC | 64,571 | $2.94M | 1.1% | -67.4% | 1.091% | |
8/8/2025 | Cetera Investment Advisers | 35,384 | $1.61M | 0.0% | +1.9% | 0.598% | |
8/8/2025 | PNC Financial Services Group Inc. | 761 | $35K | 0.0% | -72.8% | 0.013% | |
8/4/2025 | HBK Sorce Advisory LLC | 6,675 | $304K | 0.0% | -30.8% | 0.113% | |
8/1/2025 | Envestnet Asset Management Inc. | 56,910 | $2.59M | 0.0% | +1.5% | 0.961% | |
7/30/2025 | Brookstone Capital Management | 201,484 | $9.18M | 0.1% | -5.4% | 3.403% | |
7/28/2025 | Harbour Investments Inc. | 58,431 | $2.66M | 0.1% | +1.7% | 0.987% | |
7/25/2025 | Sequoia Financial Advisors LLC | 30,985 | $1.41M | 0.0% | -66.5% | 0.523% | |
7/25/2025 | CWM LLC | 2,574 | $117K | 0.0% | -12.7% | 0.043% | |
7/23/2025 | Eagle Strategies LLC | 13,128 | $598K | 0.1% | +7.7% | 0.220% | |
7/23/2025 | Armbruster Capital Management Inc. | 223,270 | $10.17M | 1.8% | +6.0% | 3.746% | |
7/23/2025 | Venturi Wealth Management LLC | 245,703 | $11.19M | 0.6% | N/A | 4.123% | |
7/23/2025 | SteelPeak Wealth LLC | 14,608 | $665K | 0.0% | +9.1% | 0.245% | |
7/17/2025 | Eagle Bluffs Wealth Management LLC | 86,617 | $3.95M | 1.9% | +1.0% | 1.453% | |
7/17/2025 | Symmetry Partners LLC | 7,380 | $336K | 0.0% | +36.4% | 0.124% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 45,387 | $2.07M | 0.1% | +26.3% | 0.762% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 45,455 | $2.13M | 0.0% | -5.6% | 0.754% | |
7/10/2025 | American Financial Advisors LLC | 9,447 | $430K | 0.1% | -4.6% | 0.157% | |
7/10/2025 | Sovran Advisors LLC | 5,314 | $246K | 0.0% | N/A | 0.088% | |
7/7/2025 | RDA Financial Network | 5,803 | $264K | 0.1% | -19.4% | 0.096% | |
6/27/2025 | Goldman Sachs Group Inc. | 8,644 | $399K | 0.0% | -92.4% | 0.140% | |
5/22/2025 | WBI Investments LLC | 7,153 | $330K | 0.1% | -58.2% | 0.113% | |
5/19/2025 | Jane Street Group LLC | 4,577 | $211K | 0.0% | N/A | 0.072% | |
5/19/2025 | SageView Advisory Group LLC | 4,648 | $215K | 0.0% | -6.2% | 0.073% | |
5/16/2025 | Goldman Sachs Group Inc. | 8,644 | $399K | 0.0% | -92.4% | 0.137% | |
5/16/2025 | Jones Financial Companies Lllp | 64,435 | $2.98M | 0.0% | +185.9% | 1.018% | |
5/15/2025 | Royal Bank of Canada | 68,346 | $3.16M | 0.0% | -5.3% | 1.080% | |
5/14/2025 | Comerica Bank | 2,719 | $126K | 0.0% | -8.5% | 0.043% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,706 | $587K | 0.0% | +3.0% | 0.201% | |
5/14/2025 | RWA Wealth Partners LLC | 108,521 | $5.01M | 0.1% | N/A | 1.714% | |
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5/8/2025 | Harbour Investments Inc. | 57,429 | $2.65M | 0.1% | +4.3% | 0.906% | |
5/8/2025 | Arkadios Wealth Advisors | 12,253 | $566K | 0.0% | N/A | 0.193% | |
5/7/2025 | Eagle Bluffs Wealth Management LLC | 85,767 | $3.96M | 2.1% | +2.0% | 1.353% | |
5/7/2025 | LPL Financial LLC | 229,675 | $10.61M | 0.0% | +9.4% | 3.623% | |
5/6/2025 | Cetera Investment Advisers | 34,720 | $1.60M | 0.0% | -5.4% | 0.548% | |
5/6/2025 | Avantax Advisory Services Inc. | 18,473 | $853K | 0.0% | -13.0% | 0.291% | |
5/6/2025 | Choreo LLC | 6,598 | $305K | 0.0% | -5.1% | 0.104% | |
5/5/2025 | Private Advisor Group LLC | 30,509 | $1.41M | 0.0% | -1.2% | 0.481% | |
5/2/2025 | Kingsview Wealth Management LLC | 10,412 | $481K | 0.0% | -3.4% | 0.164% | |
5/1/2025 | CWM LLC | 2,950 | $136K | 0.0% | -8.3% | 0.047% | |
5/1/2025 | American Financial Advisors LLC | 9,905 | $457K | 0.1% | -3.5% | 0.156% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 35,932 | $1.66M | 0.1% | +59.9% | 0.567% | |
4/29/2025 | Envestnet Asset Management Inc. | 56,051 | $2.59M | 0.0% | +1.0% | 0.884% | |
4/29/2025 | Brookstone Capital Management | 212,975 | $9.83M | 0.1% | +2.2% | 3.359% | |
4/23/2025 | Sequoia Financial Advisors LLC | 92,390 | $4.27M | 0.0% | -29.3% | 1.457% | |
4/23/2025 | HBK Sorce Advisory LLC | 9,641 | $445K | 0.0% | -16.2% | 0.152% | |
4/23/2025 | Symmetry Partners LLC | 5,409 | $250K | 0.0% | N/A | 0.085% | |
4/23/2025 | Eagle Strategies LLC | 12,188 | $563K | 0.1% | +18.8% | 0.192% | |
4/16/2025 | Armbruster Capital Management Inc. | 210,684 | $9.73M | 1.9% | +6.5% | 3.477% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 48,157 | $2.22M | 0.0% | -3.7% | 0.795% | |
4/16/2025 | Destiny Capital Corp CO | 5,476 | $253K | 0.2% | -5.3% | 0.090% | |
4/14/2025 | Farther Finance Advisors LLC | 1,521 | $71K | 0.0% | +2,478.0% | 0.025% | |
4/14/2025 | RDA Financial Network | 7,201 | $332K | 0.1% | -12.6% | 0.119% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 50,026 | $2.36M | 0.0% | +1.3% | 0.821% | |
2/26/2025 | Sculati Wealth Management LLC | 190,575 | $9M | 3.5% | +3.1% | 3.150% | |
2/18/2025 | 10Elms LLP | 1,027 | $49K | 0.1% | N/A | 0.013% | |
2/17/2025 | Waverly Advisors LLC | 5,181 | $245K | 0.0% | +16.0% | 0.067% | |
2/17/2025 | WBI Investments LLC | 17,117 | $808K | 0.2% | -16.4% | 0.223% | |
2/17/2025 | Two Sigma Investments LP | 17,500 | $826K | 0.0% | -63.1% | 0.228% | |
2/17/2025 | Snowden Capital Advisors LLC | 26,709 | $1.26M | 0.0% | -13.4% | 0.347% | |
2/17/2025 | Cetera Investment Advisers | 36,703 | $1.73M | 0.0% | +5.4% | 0.477% | |
2/17/2025 | Bank of America Corp DE | 121,463 | $5.74M | 0.0% | -6.9% | 1.579% | |
2/17/2025 | Ameriprise Financial Inc. | 19,570 | $924K | 0.0% | -8.3% | 0.254% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 50,742 | $2.40M | 0.0% | -1.7% | 0.660% | |
2/14/2025 | Eagle Strategies LLC | 10,255 | $484K | 0.1% | +3.5% | 0.133% | |
2/14/2025 | Comerica Bank | 2,972 | $140K | 0.0% | -7.2% | 0.039% | |
2/14/2025 | Two Sigma Securities LLC | 4,344 | $205K | 0.0% | N/A | 0.056% | |
2/14/2025 | Transce3nd LLC | 866 | $41K | 0.0% | N/A | 0.011% | |
2/13/2025 | Mariner LLC | 7,029 | $332K | 0.0% | N/A | 0.091% | |
2/13/2025 | Raymond James Financial Inc. | 24,642 | $1.16M | 0.0% | N/A | 0.320% | |
2/13/2025 | Invesco Ltd. | 5,823 | $275K | 0.0% | -11.7% | 0.076% | |
2/13/2025 | Envestnet Asset Management Inc. | 55,469 | $2.62M | 0.0% | -10.5% | 0.721% | |
2/13/2025 | Wells Fargo & Company MN | 133,710 | $6.32M | 0.0% | -22.2% | 1.739% | |
2/11/2025 | LPL Financial LLC | 210,003 | $9.92M | 0.0% | +1.4% | 2.731% | |
2/11/2025 | Virtu Financial LLC | 19,386 | $916K | 0.0% | N/A | 0.252% | |
2/10/2025 | IMG Wealth Management Inc. | 1,038 | $49K | 0.0% | N/A | 0.013% | |
2/10/2025 | SlateStone Wealth LLC | 7,432 | $351K | 0.0% | -6.5% | 0.097% | |
2/10/2025 | Harbour Investments Inc. | 55,058 | $2.60M | 0.1% | -2.6% | 0.716% | |
2/10/2025 | Commonwealth Equity Services LLC | 139,593 | $6.59M | 0.0% | -2.3% | 1.815% | |
2/7/2025 | Sequoia Financial Advisors LLC | 130,591 | $6.17M | 0.1% | N/A | 1.698% | |
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2/6/2025 | Raymond James Financial Inc. | 24,642 | $1.16M | 0.0% | N/A | 0.320% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,528 | $119K | 0.0% | +53.9% | 0.033% | |
2/6/2025 | Jones Financial Companies Lllp | 22,539 | $1.06M | 0.0% | +79.2% | 0.293% | |
2/3/2025 | Private Advisor Group LLC | 30,881 | $1.46M | 0.0% | -2.3% | 0.402% | |
2/3/2025 | Laidlaw Wealth Management LLC | 23,765 | $1.12M | 0.5% | -19.7% | 0.309% | |
1/31/2025 | Truist Financial Corp | 17,604 | $831K | 0.0% | -4.3% | 0.229% | |
1/30/2025 | Strategic Financial Concepts LLC | 65,924 | $3.11M | 0.1% | N/A | 0.857% | |
1/30/2025 | American Financial Advisors LLC | 10,259 | $484K | 0.1% | -3.0% | 0.133% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 4,572 | $216K | 0.0% | N/A | 0.059% | |
1/28/2025 | Strategic Financial Concepts LLC | 65,924 | $3.11M | 0.0% | N/A | 0.857% | |