8/8/2025 | Cetera Investment Advisers | 4,263 | $343K | 0.0% | -9.1% | 0.245% | |
7/30/2025 | Phoenix Financial Ltd. | 300,200 | $24.17M | 0.3% | -13.8% | 17.253% | |
7/25/2025 | Genesee Capital Advisors LLC | 20,517 | $1.65M | 0.7% | +1.0% | 1.186% | |
7/25/2025 | M3 Advisory Group LLC | 3,870 | $312K | 0.2% | -31.6% | 0.224% | |
7/10/2025 | Sovran Advisors LLC | 3,619 | $304K | 0.0% | -14.4% | 0.170% | |
6/27/2025 | Goldman Sachs Group Inc. | 15,258 | $1.13M | 0.0% | -44.7% | 0.713% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,525 | $186K | 0.0% | -19.8% | 0.100% | |
5/19/2025 | Jane Street Group LLC | 4,750 | $351K | 0.0% | N/A | 0.188% | |
5/16/2025 | Goldman Sachs Group Inc. | 15,258 | $1.13M | 0.0% | -44.7% | 0.605% | |
5/16/2025 | Jones Financial Companies Lllp | 6,503 | $480K | 0.0% | +1,474.6% | 0.258% | |
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5/15/2025 | OLD Mission Capital LLC | 13,113 | $969K | 0.0% | -7.9% | 0.520% | |
5/14/2025 | SVB Wealth LLC | 671 | $50K | 0.0% | N/A | 0.027% | |
5/7/2025 | LPL Financial LLC | 47,766 | $3.53M | 0.0% | -22.9% | 2.330% | |
5/6/2025 | Cetera Investment Advisers | 4,692 | $346K | 0.0% | -10.3% | 0.229% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,174 | $234K | 0.0% | -5.1% | 0.155% | |
4/25/2025 | Sovran Advisors LLC | 4,228 | $287K | 0.0% | +4.3% | 0.206% | |
4/23/2025 | Golden State Wealth Management LLC | 400 | $30K | 0.0% | +100.0% | 0.020% | |
4/22/2025 | Genesee Capital Advisors LLC | 20,310 | $1.50M | 0.8% | -1.4% | 0.991% | |
4/14/2025 | IMC Chicago LLC | 15,891 | $1.17M | 0.0% | N/A | 0.732% | |
4/9/2025 | NBC Securities Inc. | 905 | $66K | 0.0% | N/A | 0.042% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 3,610 | $313K | 0.3% | N/A | 0.147% | |
2/17/2025 | Two Sigma Investments LP | 39,000 | $3.38M | 0.0% | +188.9% | 1.741% | |
2/17/2025 | Cetera Investment Advisers | 5,229 | $453K | 0.0% | -48.5% | 0.233% | |
2/17/2025 | Cercano Management LLC | 85,434 | $7.41M | 0.2% | N/A | 3.814% | |
2/17/2025 | Bank of America Corp DE | 63,085 | $5.47M | 0.0% | +85.7% | 2.816% | |
2/17/2025 | Ameriprise Financial Inc. | 13,805 | $1.20M | 0.0% | -3.4% | 0.616% | |
2/13/2025 | Phoenix Financial Ltd. | 348,200 | $30.18M | 0.4% | -42.4% | 15.545% | |
2/13/2025 | Raymond James Financial Inc. | 8,892 | $771K | 0.0% | N/A | 0.397% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,918 | $253K | 0.0% | -8.6% | 0.130% | |
2/13/2025 | Wells Fargo & Company MN | 34,058 | $2.95M | 0.0% | +70.9% | 1.520% | |
2/12/2025 | OLD Mission Capital LLC | 14,237 | $1.23M | 0.0% | +250.6% | 0.636% | |
2/12/2025 | JPMorgan Chase & Co. | 2,195 | $190K | 0.0% | -42.2% | 0.098% | |
2/11/2025 | LPL Financial LLC | 61,972 | $5.37M | 0.0% | +67.8% | 2.767% | |
2/10/2025 | Commonwealth Equity Services LLC | 5,106 | $443K | 0.0% | -7.0% | 0.228% | |
2/7/2025 | Independent Advisor Alliance | 3,358 | $291K | 0.0% | N/A | 0.150% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,641 | $576K | 0.0% | -7.0% | 0.296% | |
2/6/2025 | Raymond James Financial Inc. | 8,892 | $771K | 0.0% | N/A | 0.397% | |
2/6/2025 | Jones Financial Companies Lllp | 413 | $36K | 0.0% | +93.0% | 0.018% | |
1/31/2025 | J.W. Cole Advisors Inc. | 2,402 | $208K | 0.0% | N/A | 0.107% | |
1/29/2025 | Sovran Advisors LLC | 4,053 | $362K | 0.1% | N/A | 0.181% | |
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1/27/2025 | Syntegra Private Wealth Group LLC | 8,859 | $768K | 0.1% | -5.3% | 0.395% | |
1/27/2025 | Stratos Wealth Partners LTD. | 3,346 | $290K | 0.0% | -17.1% | 0.149% | |
1/22/2025 | Genesee Capital Advisors LLC | 20,606 | $1.79M | 0.8% | +12.2% | 0.920% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,150 | $273K | 0.0% | -8.7% | 0.141% | |
12/26/2024 | JPMorgan Chase & Co. | 3,795 | $313K | 0.0% | -16.2% | 0.169% | |
11/18/2024 | Coldstream Capital Management Inc. | 5,452 | $449K | 0.0% | N/A | 0.243% | |
11/15/2024 | Jane Street Group LLC | 5,326 | $439K | 0.0% | N/A | 0.238% | |
11/15/2024 | HighTower Advisors LLC | 2,490 | $203K | 0.0% | -8.6% | 0.111% | |
11/14/2024 | Flow Traders U.S. LLC | 4,387 | $362K | 0.0% | N/A | 0.196% | |
11/13/2024 | FMR LLC | 950 | $78K | 0.0% | -36.2% | 0.042% | |
10/22/2024 | Syntegra Private Wealth Group LLC | 9,353 | $771K | 0.1% | -7.8% | 0.418% | |
10/21/2024 | Genesee Capital Advisors LLC | 18,360 | $1.51M | 0.7% | +8.8% | 0.820% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 46,600 | $3.84M | 0.4% | N/A | 2.080% | |
10/17/2024 | M3 Advisory Group LLC | 5,685 | $469K | 0.3% | +4.3% | 0.254% | |
10/15/2024 | Trust Co. of Oklahoma | 17,878 | $1.47M | 0.5% | -12.6% | 0.798% | |
10/11/2024 | CX Institutional | 3,238 | $267K | 0.0% | N/A | 0.145% | |
8/22/2024 | Cetera Investment Advisers | 13,024 | $1.02M | 0.0% | -16.7% | 0.581% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 465 | $36K | 0.0% | -42.0% | 0.021% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 483 | $38K | 0.0% | N/A | 0.022% | |
7/31/2024 | Nilsine Partners LLC | 20,456 | $1.60M | 0.2% | -4.0% | 0.913% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,727 | $448K | 0.0% | -6.7% | 0.256% | |
7/30/2024 | International Assets Investment Management LLC | 398 | $31K | 0.0% | N/A | 0.018% | |
7/22/2024 | M3 Advisory Group LLC | 5,451 | $426K | 0.4% | +4.0% | 0.243% | |
7/19/2024 | Raymond James & Associates | 15,085 | $1.18M | 0.0% | -12.8% | 0.673% | |
7/19/2024 | Genesee Capital Advisors LLC | 16,882 | $1.32M | 0.6% | +4.0% | 0.754% | |
7/9/2024 | Mather Group LLC. | 375 | $32K | 0.0% | N/A | 0.017% | |
5/24/2024 | Cetera Advisors LLC | 11,891 | $1.01M | 0.0% | -12.0% | 0.531% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,399 | $542K | 0.0% | -13.8% | 0.286% | |
4/30/2024 | J.W. Cole Advisors Inc. | 2,577 | $218K | 0.0% | N/A | 0.115% | |
4/30/2024 | M3 Advisory Group LLC | 5,241 | $444K | 0.4% | +7.6% | 0.231% | |
4/24/2024 | Win Advisors Inc. | 35,809 | $3.04M | 1.3% | N/A | 1.577% | |
4/22/2024 | Nilsine Partners LLC | 21,312 | $1.81M | 0.2% | -5.0% | 0.939% | |
4/13/2024 | IMC Chicago LLC | 20,314 | $1.72M | 0.0% | N/A | 0.662% | |
4/11/2024 | Cadent Capital Advisors LLC | 5,406 | $458K | 0.2% | +28.9% | 0.176% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,835 | $654K | 0.0% | -8.7% | 0.255% | |
3/19/2024 | M3 Advisory Group LLC | 4,870 | $407K | 0.5% | N/A | 0.159% | |
2/12/2024 | Focus Financial Network Inc. ADV | 2,569 | $214K | 0.0% | N/A | 0.084% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,835 | $654K | 0.0% | -8.7% | 0.255% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,425 | $620K | 0.0% | -5.7% | 0.242% | |
2/6/2024 | Spire Wealth Management | 1,822 | $143K | 0.0% | -12.3% | 0.059% | |
1/30/2024 | Hamilton Point Investment Advisors LLC | 2,324 | $194K | 0.0% | N/A | 0.076% | |
1/29/2024 | Genesee Capital Advisors LLC | 16,169 | $1.35M | 0.8% | -64.2% | 0.527% | |
1/25/2024 | International Assets Investment Management LLC | 33,229 | $2.77M | 0.0% | N/A | 1.082% | |
1/24/2024 | International Assets Investment Management LLC | 33,229 | $2.77M | 0.0% | N/A | 1.082% | |
1/18/2024 | Syntegra Private Wealth Group LLC | 11,213 | $936K | 0.1% | -16.6% | 0.365% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,021 | $670K | 0.0% | -10.7% | 0.261% | |
1/16/2024 | Raymond James & Associates | 18,735 | $1.56M | 0.0% | +1.0% | 0.610% | |
1/12/2024 | CX Institutional | 3,700 | $309K | 0.0% | -83.7% | 0.121% | |
1/12/2024 | Register Financial Advisors LLC | 549 | $46K | 0.0% | N/A | 0.018% | |
12/6/2023 | Citigroup Inc. | 2,758 | $207K | 0.0% | -12.6% | 0.090% | |
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11/15/2023 | Baker Avenue Asset Management LP | 20,903 | $1.57M | 0.1% | N/A | 0.681% | |
11/14/2023 | Qube Research & Technologies Ltd | 23,140 | $1.73M | 0.0% | +1,208.1% | 0.754% | |
11/13/2023 | LPL Financial LLC | 57,461 | $4.31M | 0.0% | -29.1% | 1.872% | |
11/8/2023 | Spire Wealth Management | 2,078 | $156K | 0.0% | +95.7% | 0.068% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,871 | $590K | 0.0% | +8.7% | 0.256% | |
11/4/2023 | NBC Securities Inc. | 921 | $69K | 0.0% | N/A | 0.030% | |
11/4/2023 | Nomura Asset Management Co. Ltd. | 4,506 | $338K | 0.0% | -60.1% | 0.147% | |
10/31/2023 | Fifth Third Bancorp | 400 | $30K | 0.0% | N/A | 0.013% | |
10/25/2023 | Genesee Capital Advisors LLC | 45,185 | $3.39M | 2.4% | -4.8% | 1.472% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 8,985 | $673K | 0.0% | -5.2% | 0.293% | |