9/4/2025 | Osaic Holdings Inc. | 6,840 | $1.30M | 0.0% | +3.7% | 0.262% | |
8/26/2025 | Thrivent Financial for Lutherans | 31,977 | $6.07M | 0.0% | -41.3% | 1.225% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 7,586 | $1.44M | 0.2% | -4.9% | 0.291% | |
8/15/2025 | Sherman Asset Management Inc. | 955 | $181K | 0.2% | -24.3% | 0.037% | |
8/15/2025 | MML Investors Services LLC | 19,191 | $3.64M | 0.0% | -6.9% | 0.735% | |
8/15/2025 | BNP Paribas Financial Markets | 10,000 | $1.90M | 0.0% | -50.0% | 0.383% | |
8/15/2025 | Bank of America Corp DE | 386,385 | $73.34M | 0.0% | -32.9% | 14.804% | |
8/15/2025 | Ameriprise Financial Inc. | 37,648 | $7.15M | 0.0% | -2.5% | 1.442% | |
8/14/2025 | Raymond James Financial Inc. | 32,833 | $6.23M | 0.0% | +22.3% | 1.258% | |
8/14/2025 | Ieq Capital LLC | 20,844 | $3.96M | 0.0% | -1.0% | 0.799% | |
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8/14/2025 | Qube Research & Technologies Ltd | 448 | $85K | 0.0% | -43.9% | 0.017% | |
8/14/2025 | Tandem Financial LLC | 17,862 | $3.39M | 3.2% | +238.0% | 0.684% | |
8/13/2025 | Quantum Portfolio Management LLC | 1,197 | $227K | 0.1% | N/A | 0.046% | |
8/13/2025 | Level Four Advisory Services LLC | 4,107 | $780K | 0.0% | -4.1% | 0.157% | |
8/12/2025 | JPMorgan Chase & Co. | 18,871 | $3.58M | 0.0% | -9.5% | 0.723% | |
8/8/2025 | Kingsview Wealth Management LLC | 53,710 | $10.20M | 0.2% | -21.1% | 2.042% | |
8/7/2025 | Amica Retiree Medical Trust | 235 | $45K | 0.1% | -23.2% | 0.009% | |
8/7/2025 | Amica Mutual Insurance Co. | 3,024 | $574K | 0.1% | -19.6% | 0.115% | |
8/6/2025 | Atlantic Union Bankshares Corp | 773 | $147K | 0.0% | N/A | 0.029% | |
8/5/2025 | Bank of Montreal Can | 472 | $90K | 0.0% | -21.3% | 0.018% | |
8/1/2025 | Envestnet Asset Management Inc. | 6,625 | $1.26M | 0.0% | +10.2% | 0.252% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 4,607 | $871K | 0.7% | -51.6% | 0.175% | |
7/29/2025 | Stratos Wealth Partners LTD. | 3,542 | $672K | 0.0% | N/A | 0.135% | |
7/28/2025 | Essex LLC | 15,631 | $2.97M | 0.6% | N/A | 0.594% | |
7/24/2025 | IFP Advisors Inc | 1,486 | $282K | 0.0% | +6.4% | 0.057% | |
7/22/2025 | Beacon Financial Advisory LLC | 1,895 | $360K | 0.1% | -33.4% | 0.072% | |
7/21/2025 | NTV Asset Management LLC | 2,723 | $517K | 0.1% | -24.8% | 0.104% | |
7/18/2025 | McGuire Investment Group LLC | 67,427 | $12.80M | 1.6% | +2.0% | 2.564% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,338 | $254K | 0.0% | N/A | 0.051% | |
7/17/2025 | Fifth Third Securities Inc. | 15,692 | $2.98M | 0.2% | -3.4% | 0.597% | |
7/15/2025 | Harrell Investment Partners LLC | 3,713 | $705K | 0.2% | N/A | 0.141% | |
7/15/2025 | Retirement Income Solutions Inc | 1,979 | $376K | 0.1% | +6.5% | 0.075% | |
5/16/2025 | Northeast Financial Consultants Inc | 19,089 | $3.05M | 0.1% | -3.7% | 0.710% | |
5/16/2025 | Goldman Sachs Group Inc. | 10,297 | $1.65M | 0.0% | +3.0% | 0.390% | |
5/16/2025 | Jones Financial Companies Lllp | 9,781 | $1.56M | 0.0% | +489.2% | 0.364% | |
5/15/2025 | Royal Bank of Canada | 2,881 | $461K | 0.0% | +11.8% | 0.107% | |
5/14/2025 | Ieq Capital LLC | 21,044 | $3.36M | 0.0% | +1.3% | 0.782% | |
5/14/2025 | Walleye Capital LLC | 2,006 | $321K | 0.0% | N/A | 0.075% | |
5/14/2025 | SVB Wealth LLC | 252 | $40K | 0.0% | N/A | 0.009% | |
5/14/2025 | Hsbc Holdings PLC | 7,000 | $1.11M | 0.0% | N/A | 0.260% | |
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5/13/2025 | Raymond James Financial Inc. | 26,838 | $4.29M | 0.0% | +1.0% | 0.998% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,549 | $407K | 0.0% | -2.8% | 0.095% | |
5/13/2025 | Ground Swell Capital LLC | 2,115 | $338K | 0.7% | N/A | 0.076% | |
5/8/2025 | Baker Avenue Asset Management LP | 18,800 | $3.01M | 0.1% | N/A | 0.674% | |
5/8/2025 | Arkadios Wealth Advisors | 1,590 | $254K | 0.0% | +17.2% | 0.057% | |
5/7/2025 | Foundations Investment Advisors LLC | 2,723 | $435K | 0.0% | -26.5% | 0.098% | |
5/7/2025 | LPL Financial LLC | 142,719 | $22.82M | 0.0% | +7.2% | 5.115% | |
5/6/2025 | Cetera Investment Advisers | 2,158 | $345K | 0.0% | +69.8% | 0.077% | |
5/6/2025 | J. W. Coons Advisors LLC | 6,695 | $1.07M | 0.3% | +3.1% | 0.240% | |
5/2/2025 | Kingsview Wealth Management LLC | 68,040 | $10.88M | 0.2% | +13.2% | 2.439% | |
5/1/2025 | Fifth Third Securities Inc. | 16,239 | $2.60M | 0.2% | +6.4% | 0.582% | |
4/30/2025 | NTV Asset Management LLC | 3,623 | $579K | 0.1% | -9.9% | 0.130% | |
4/29/2025 | Envestnet Asset Management Inc. | 6,013 | $961K | 0.0% | -26.6% | 0.216% | |
4/25/2025 | McGuire Investment Group LLC | 66,129 | $10.57M | 1.6% | +0.3% | 2.370% | |
4/24/2025 | Money Concepts Capital Corp | 1,977 | $316K | 0.0% | -3.4% | 0.071% | |
4/24/2025 | Beacon Financial Advisory LLC | 2,846 | $455K | 0.1% | +5.6% | 0.102% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,206 | $353K | 0.0% | +4.8% | 0.079% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 9,519 | $1.52M | 0.8% | +8.9% | 0.341% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 2,795 | $447K | 0.0% | +17.1% | 0.100% | |
4/16/2025 | RMR Wealth Builders | 2,153 | $344K | 0.0% | N/A | 0.075% | |
4/14/2025 | Sherman Asset Management Inc. | 1,262 | $202K | 0.2% | +42.1% | 0.044% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,914 | $466K | 0.1% | N/A | 0.102% | |
4/9/2025 | Merit Financial Group LLC | 8,917 | $1.43M | 0.0% | -13.8% | 0.311% | |
4/9/2025 | Kaizen Financial Strategies | 2,760 | $441K | 0.3% | N/A | 0.096% | |
2/18/2025 | Sunbelt Securities Inc. | 1,767 | $337K | 0.0% | -6.6% | 0.072% | |
2/17/2025 | TrinityPoint Wealth LLC | 1,373 | $259K | 0.0% | -6.3% | 0.056% | |
2/17/2025 | Northeast Financial Consultants Inc | 19,823 | $3.75M | 0.2% | -0.5% | 0.803% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 1,289 | $244K | 0.0% | -47.1% | 0.052% | |
2/17/2025 | Bank of America Corp DE | 433,666 | $81.95M | 0.0% | +3.3% | 17.557% | |
2/17/2025 | BNP Paribas Financial Markets | 10,000 | $1.89M | 0.0% | N/A | 0.405% | |
2/17/2025 | Ameriprise Financial Inc. | 6,636 | $1.25M | 0.0% | +1.6% | 0.269% | |
2/14/2025 | Pennington Partners & CO. LLC | 1,312 | $248K | 0.1% | N/A | 0.053% | |
2/14/2025 | Two Sigma Securities LLC | 5,760 | $1.09M | 0.1% | N/A | 0.233% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 2,623 | $496K | 0.0% | +2.1% | 0.106% | |
2/14/2025 | Beck Capital Management LLC | 19,677 | $3.72M | 1.0% | +49.4% | 0.797% | |
2/14/2025 | Stifel Financial Corp | 24,459 | $4.62M | 0.0% | +6.3% | 0.990% | |
2/14/2025 | MML Investors Services LLC | 18,588 | $3.51M | 0.0% | +19.0% | 0.753% | |
2/13/2025 | Raymond James Financial Inc. | 26,575 | $5.02M | 0.0% | N/A | 1.076% | |
2/13/2025 | Advisory Services Network LLC | 1,065 | $201K | 0.0% | N/A | 0.043% | |
2/13/2025 | Bank of Montreal Can | 600 | $113K | 0.0% | +219.1% | 0.024% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,193 | $1.55M | 0.0% | -59.9% | 0.332% | |
2/13/2025 | Wells Fargo & Company MN | 27,082 | $5.12M | 0.0% | +130.5% | 1.096% | |
2/12/2025 | Grant Private Wealth Management Inc | 3,701 | $699K | 0.8% | N/A | 0.150% | |
2/12/2025 | Level Four Advisory Services LLC | 6,376 | $1.21M | 0.0% | -2.2% | 0.258% | |
2/12/2025 | Amica Retiree Medical Trust | 477 | $90K | 0.1% | -49.1% | 0.019% | |
2/12/2025 | Amica Mutual Insurance Co. | 4,143 | $783K | 0.1% | -48.4% | 0.168% | |
2/12/2025 | JPMorgan Chase & Co. | 22,904 | $4.33M | 0.0% | -43.6% | 0.927% | |
2/11/2025 | LPL Financial LLC | 133,148 | $25.16M | 0.0% | +2.7% | 5.391% | |
2/11/2025 | Kiker Wealth Management LLC | 142 | $27K | 0.0% | N/A | 0.006% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,269 | $240K | 0.0% | N/A | 0.051% | |
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2/10/2025 | Farther Finance Advisors LLC | 175 | $33K | 0.0% | -46.2% | 0.007% | |
2/7/2025 | HighTower Advisors LLC | 13,780 | $2.60M | 0.0% | -3.0% | 0.558% | |
2/6/2025 | Raymond James Financial Inc. | 26,575 | $5.02M | 0.0% | N/A | 1.076% | |
2/6/2025 | Jones Financial Companies Lllp | 1,660 | $314K | 0.0% | +564.0% | 0.067% | |
2/5/2025 | Sherman Asset Management Inc. | 888 | $168K | 0.2% | N/A | 0.036% | |
2/4/2025 | IFP Advisors Inc | 1,397 | $264K | 0.0% | -22.7% | 0.057% | |
2/4/2025 | J. W. Coons Advisors LLC | 6,495 | $1.23M | 0.3% | -3.3% | 0.263% | |
1/31/2025 | NTV Asset Management LLC | 4,023 | $760K | 0.1% | -5.9% | 0.163% | |
1/31/2025 | Retirement Income Solutions Inc | 1,859 | $351K | 0.1% | +9.1% | 0.075% | |
1/30/2025 | JNBA Financial Advisors | 200 | $38K | 0.0% | N/A | 0.008% | |