7/23/2025 | Venturi Wealth Management LLC | 8,219 | $268K | 0.0% | N/A | 0.010% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 49,505 | $1.62M | 0.1% | -6.3% | 0.059% | |
7/21/2025 | Ameriflex Group Inc. | 1,791 | $58K | 0.0% | -64.8% | 0.002% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 119,625 | $3.91M | 0.9% | +4.3% | 0.143% | |
7/17/2025 | Janney Montgomery Scott LLC | 36,318 | $1.19M | 0.0% | -2.7% | 0.044% | |
7/11/2025 | Farther Finance Advisors LLC | 19,473 | $636K | 0.0% | +250.8% | 0.023% | |
7/9/2025 | Fiduciary Alliance LLC | 114,428 | $3.74M | 0.3% | +12.7% | 0.137% | |
7/8/2025 | Strategic Advocates LLC | 40,494 | $1.32M | 0.4% | -2.4% | 0.049% | |
7/8/2025 | Parallel Advisors LLC | 2,107 | $69K | 0.0% | +76.3% | 0.003% | |
5/29/2025 | Nova Wealth Management Inc. | 1,103 | $31K | 0.0% | +330.9% | 0.001% | |
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5/20/2025 | Belpointe Asset Management LLC | 15,802 | $450K | 0.0% | N/A | 0.019% | |
5/16/2025 | Jones Financial Companies Lllp | 6,631 | $189K | 0.0% | -83.1% | 0.008% | |
5/15/2025 | Baird Financial Group Inc. | 63,562 | $1.81M | 0.0% | -4.8% | 0.078% | |
5/15/2025 | OLD Mission Capital LLC | 674,077 | $19.18M | 0.3% | N/A | 0.823% | |
5/14/2025 | Flow Traders U.S. LLC | 86,063 | $2.45M | 0.1% | N/A | 0.105% | |
5/8/2025 | Strategic Advocates LLC | 41,494 | $1.18M | 0.4% | +41.9% | 0.051% | |
5/8/2025 | Arkadios Wealth Advisors | 21,377 | $608K | 0.0% | +35.5% | 0.026% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 76,927 | $2.19M | 0.2% | +22.5% | 0.094% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 114,700 | $3.26M | 0.8% | +10.3% | 0.140% | |
5/7/2025 | Alteri Wealth LLC | 16,937 | $482K | 0.2% | +15.9% | 0.021% | |
5/5/2025 | Crestwood Advisors Group LLC | 94,997 | $2.70M | 0.1% | +12.2% | 0.116% | |
5/2/2025 | SBI Securities Co. Ltd. | 4,365 | $124K | 0.0% | +11.1% | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 13,658 | $389K | 0.0% | -13.1% | 0.017% | |
4/23/2025 | SOL Capital Management CO | 248,567 | $7.07M | 0.8% | -3.5% | 0.304% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 220,088 | $6.26M | 0.0% | +18.2% | 0.269% | |
4/21/2025 | L.M. Kohn & Company | 10,917 | $311K | 0.1% | -5.9% | 0.013% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 52,859 | $1.51M | 0.1% | +210.0% | 0.065% | |
4/18/2025 | Financial Freedom LLC | 1,112 | $32K | 0.0% | -47.1% | 0.001% | |
4/17/2025 | Janney Montgomery Scott LLC | 37,325 | $1.06M | 0.0% | +47.3% | 0.045% | |
4/9/2025 | NBC Securities Inc. | 2,811 | $80K | 0.0% | +140,450.0% | 0.003% | |
4/9/2025 | Fiduciary Alliance LLC | 101,525 | $2.89M | 0.3% | +5.8% | 0.123% | |
2/24/2025 | Ameriflex Group Inc. | 891 | $30K | 0.0% | N/A | 0.001% | |
2/17/2025 | Captrust Financial Advisors | 32,130 | $1.03M | 0.0% | -10.7% | 0.039% | |
2/17/2025 | Baird Financial Group Inc. | 66,745 | $2.13M | 0.0% | +9.9% | 0.080% | |
2/17/2025 | BNP Paribas Financial Markets | 75,916 | $2.43M | 0.0% | +3.0% | 0.091% | |
2/17/2025 | Ameriprise Financial Inc. | 1,062,943 | $33.96M | 0.0% | -1.7% | 1.277% | |
2/17/2025 | Alteri Wealth LLC | 14,612 | $467K | 0.1% | N/A | 0.018% | |
2/14/2025 | Transatlantique Private Wealth LLC | 11,245 | $359K | 0.1% | +43.1% | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 544,384 | $17.39M | 0.0% | +84.9% | 0.654% | |
2/10/2025 | Farther Finance Advisors LLC | 5,551 | $177K | 0.0% | +314.6% | 0.007% | |
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2/10/2025 | EverSource Wealth Advisors LLC | 1,223 | $39K | 0.0% | +98.5% | 0.001% | |
2/6/2025 | Ethos Financial Group LLC | 4,770 | $152K | 0.0% | N/A | 0.006% | |
2/6/2025 | SBI Securities Co. Ltd. | 3,929 | $126K | 0.0% | N/A | 0.005% | |
2/6/2025 | Jones Financial Companies Lllp | 39,211 | $1.25M | 0.0% | +47.7% | 0.047% | |
2/5/2025 | Fisher Asset Management LLC | 204,624 | $6.54M | 0.0% | -8.6% | 0.246% | |
2/5/2025 | ADG Wealth Management Group LLC | 15,494 | $495K | 0.4% | N/A | 0.019% | |
2/4/2025 | Sterling Investment Advisors Ltd. | 104,020 | $3.32M | 0.8% | +11.6% | 0.125% | |
2/4/2025 | Crestwood Advisors Group LLC | 84,672 | $2.71M | 0.1% | +1.4% | 0.102% | |
2/3/2025 | Advantage Trust Co | 9,188 | $294K | 0.2% | +11.3% | 0.011% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,000 | $32K | 0.0% | N/A | 0.001% | |
1/31/2025 | Pinnacle Wealth Management Advisory Group LLC | 62,794 | $2.01M | 0.2% | +9.2% | 0.075% | |
1/30/2025 | L.M. Kohn & Company | 11,599 | $371K | 0.1% | -6.2% | 0.014% | |
1/28/2025 | Archer Investment Corp | 2,759 | $88K | 0.0% | +1,467.6% | 0.003% | |
1/23/2025 | Strategic Advocates LLC | 29,240 | $934K | 0.3% | +31.4% | 0.036% | |
1/23/2025 | SOL Capital Management CO | 257,482 | $8.23M | 0.9% | -4.6% | 0.317% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 17,050 | $545K | 0.0% | N/A | 0.021% | |
1/21/2025 | Archford Capital Strategies LLC | 23,130 | $739K | 0.1% | +4.5% | 0.028% | |
1/17/2025 | Janney Montgomery Scott LLC | 25,347 | $810K | 0.0% | +13.4% | 0.031% | |
1/15/2025 | Arkadios Wealth Advisors | 15,772 | $504K | 0.0% | +7.5% | 0.019% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 850 | $27K | 0.0% | N/A | 0.001% | |
1/13/2025 | AdvisorNet Financial Inc | 1,800 | $58K | 0.0% | -63.0% | 0.002% | |
1/13/2025 | Fiduciary Alliance LLC | 95,977 | $3.07M | 0.3% | -64.7% | 0.118% | |
12/26/2024 | JPMorgan Chase & Co. | 294,397 | $9.47M | 0.0% | -67.5% | 0.369% | |
11/15/2024 | Continuum Advisory LLC | 8,877 | $289K | 0.0% | -23.4% | 0.011% | |
11/14/2024 | L.M. Kohn & Company | 12,361 | $397K | 0.1% | +10.0% | 0.015% | |
11/14/2024 | Captrust Financial Advisors | 35,979 | $1.16M | 0.0% | -17.2% | 0.045% | |
11/14/2024 | Lattice Capital Management LLC | 6,450 | $207K | 0.2% | N/A | 0.008% | |
11/13/2024 | BNP Paribas Financial Markets | 73,687 | $2.37M | 0.0% | -21.7% | 0.092% | |
11/13/2024 | Fisher Asset Management LLC | 223,782 | $7.20M | 0.0% | -13.1% | 0.280% | |
11/8/2024 | Avior Wealth Management LLC | 21,591 | $694K | 0.0% | -23.1% | 0.027% | |
11/4/2024 | Advantage Trust Co | 8,253 | $265K | 0.2% | +12.7% | 0.010% | |
11/2/2024 | Covestor Ltd | 1,556 | $50K | 0.0% | -27.3% | 0.002% | |
11/1/2024 | Equitable Trust Co. | 17,439 | $561K | 0.0% | +36.9% | 0.022% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 15,548 | $500K | 0.0% | +4.4% | 0.019% | |
10/24/2024 | Arkadios Wealth Advisors | 14,677 | $472K | 0.0% | N/A | 0.018% | |
10/22/2024 | SOL Capital Management CO | 269,982 | $8.68M | 1.0% | -0.2% | 0.335% | |
10/17/2024 | AlphaMark Advisors LLC | 2,700 | $87K | 0.0% | +35.0% | 0.003% | |
10/15/2024 | NBC Securities Inc. | 2,711 | $87K | 0.0% | -22.5% | 0.003% | |
10/11/2024 | Fiduciary Alliance LLC | 271,570 | $8.73M | 1.2% | +18.5% | 0.332% | |
10/8/2024 | Park Place Capital Corp | 2,000 | $64K | 0.0% | N/A | 0.002% | |
8/13/2024 | Transatlantique Private Wealth LLC | 7,388 | $228K | 0.1% | N/A | 0.008% | |
8/7/2024 | Wedbush Securities Inc. | 18,398 | $568K | 0.0% | +5.7% | 0.021% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,099 | $65K | 0.0% | N/A | 0.002% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 3,169 | $98K | 0.0% | N/A | 0.004% | |
8/5/2024 | Sterling Investment Advisors Ltd. | 93,295 | $2.88M | 0.8% | +28.7% | 0.107% | |
8/1/2024 | Crestwood Advisors Group LLC | 83,335 | $2.57M | 0.1% | -0.7% | 0.095% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 156,515 | $4.83M | 0.0% | +13.8% | 0.179% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 54,545 | $1.68M | 0.2% | +16.0% | 0.062% | |
7/23/2024 | SOL Capital Management CO | 270,437 | $8.34M | 1.0% | -1.1% | 0.308% | |
7/17/2024 | Archford Capital Strategies LLC | 23,595 | $728K | 0.1% | +30.6% | 0.027% | |
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7/17/2024 | AlphaMark Advisors LLC | 2,000 | $62K | 0.0% | +42.9% | 0.002% | |
7/12/2024 | Avondale Wealth Management | 815 | $25K | 0.0% | N/A | 0.001% | |
7/11/2024 | Strategic Advocates LLC | 11,850 | $366K | 0.1% | N/A | 0.014% | |
7/10/2024 | Fiduciary Alliance LLC | 229,254 | $7.06M | 1.1% | +1.3% | 0.262% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 8,625 | $266K | 0.0% | +4.9% | 0.010% | |
5/29/2024 | Pathway Financial Advisers LLC | 922 | $29K | 0.0% | N/A | 0.001% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 11,400 | $363K | 0.0% | +9.6% | 0.013% | |
5/17/2024 | Comerica Bank | 5,699 | $181K | 0.0% | -57.1% | 0.007% | |
5/1/2024 | Janney Montgomery Scott LLC | 21,098 | $671K | 0.0% | +51.3% | 0.024% | |
5/1/2024 | BNP Paribas Financial Markets | 64,434 | $2.05M | 0.0% | +46.7% | 0.074% | |