8/18/2025 | Kestra Investment Management LLC | 6,400 | $202K | 0.0% | N/A | 0.005% | |
8/16/2025 | Headlands Technologies LLC | 2,215 | $70K | 0.0% | N/A | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 14,980 | $474K | 0.0% | -2.3% | 0.012% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 265,242 | $8.39M | 2.1% | +145.9% | 0.208% | |
8/15/2025 | MML Investors Services LLC | 187,379 | $5.93M | 0.0% | +52.4% | 0.147% | |
8/15/2025 | Bank of America Corp DE | 391,457 | $12.38M | 0.0% | +53.3% | 0.307% | |
8/15/2025 | Ameriprise Financial Inc. | 71,164 | $2.25M | 0.0% | +199.3% | 0.056% | |
8/14/2025 | Unisphere Establishment | 222,500 | $7.04M | 0.1% | -33.1% | 0.174% | |
8/14/2025 | Raymond James Financial Inc. | 766,490 | $24.24M | 0.0% | +40.0% | 0.601% | |
8/14/2025 | Transamerica Financial Advisors LLC | 35,325 | $1.12M | 0.1% | +1.1% | 0.028% | |
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8/14/2025 | NewEdge Advisors LLC | 10,809 | $342K | 0.0% | +891.7% | 0.008% | |
8/14/2025 | Qube Research & Technologies Ltd | 237,367 | $7.51M | 0.0% | +23,355.2% | 0.186% | |
8/14/2025 | bLong Financial LLC | 485,074 | $15.34M | 11.8% | +72.3% | 0.380% | |
8/14/2025 | Banco de Sabadell S.A | 61,897 | $1.96M | 1.4% | +42.0% | 0.049% | |
8/13/2025 | Per Stirling Capital Management LLC. | 22,945 | $726K | 0.1% | N/A | 0.018% | |
8/13/2025 | Quantum Portfolio Management LLC | 16,420 | $519K | 0.2% | N/A | 0.013% | |
8/13/2025 | Baird Financial Group Inc. | 44,359 | $1.40M | 0.0% | +2.2% | 0.035% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 10,856 | $343K | 0.1% | N/A | 0.009% | |
8/13/2025 | CW Advisors LLC | 849,120 | $26.86M | 0.3% | +0.7% | 0.666% | |
8/13/2025 | AMJ Financial Wealth Management | 8,134 | $257K | 0.1% | N/A | 0.006% | |
8/13/2025 | Fisher Asset Management LLC | 35,345,109 | $1.12B | 0.4% | -7.8% | 27.711% | |
8/13/2025 | Schroder Investment Management Group | 1,909,881 | $60.33M | 0.1% | N/A | 1.497% | |
8/13/2025 | Hsbc Holdings PLC | 50,894 | $1.61M | 0.0% | -23.4% | 0.040% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,050 | $96K | 0.0% | -41.0% | 0.002% | |
8/12/2025 | RiverFront Investment Group LLC | 2,360,087 | $74.65M | 1.5% | +29.1% | 1.850% | |
8/12/2025 | Guerra Pan Advisors LLC | 7,352 | $233K | 0.2% | N/A | 0.006% | |
8/12/2025 | JPMorgan Chase & Co. | 6,598,096 | $208.70M | 0.0% | -20.2% | 5.173% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 2,826 | $89K | 0.0% | -10.0% | 0.002% | |
8/12/2025 | Cumberland Partners Ltd | 127,435 | $4.03M | 0.3% | +3.7% | 0.100% | |
8/12/2025 | 17 Capital Partners LLC | 12,310 | $389K | 0.2% | +35.3% | 0.010% | |
8/11/2025 | TD Waterhouse Canada Inc. | 8,198 | $258K | 0.0% | +278.8% | 0.006% | |
8/8/2025 | Rockefeller Capital Management L.P. | 19,308 | $611K | 0.0% | +4.3% | 0.015% | |
8/8/2025 | Kingsview Wealth Management LLC | 216,115 | $6.84M | 0.1% | N/A | 0.169% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 7,280 | $230K | 0.0% | N/A | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 188,245 | $5.95M | 0.0% | +3.5% | 0.148% | |
8/8/2025 | Creative Planning | 52,105 | $1.65M | 0.0% | +19.9% | 0.041% | |
8/8/2025 | Empower Advisory Group LLC | 7,875 | $249K | 0.0% | N/A | 0.006% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,033 | $96K | 0.0% | +57.0% | 0.002% | |
8/6/2025 | Prospera Financial Services Inc | 122,684 | $3.88M | 0.1% | -11.2% | 0.096% | |
8/6/2025 | RWA Wealth Partners LLC | 14,000 | $443K | 0.0% | N/A | 0.011% | |
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8/6/2025 | Bensler LLC | 672,430 | $21.27M | 2.4% | N/A | 0.527% | |
8/6/2025 | AE Wealth Management LLC | 8,655 | $274K | 0.0% | +24.6% | 0.007% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 6,635 | $210K | 0.0% | N/A | 0.005% | |
8/6/2025 | Savant Capital LLC | 15,295 | $484K | 0.0% | +35.9% | 0.012% | |
8/5/2025 | Bank of Montreal Can | 41,066 | $1.30M | 0.0% | -1.4% | 0.032% | |
8/4/2025 | Integrity Alliance LLC. | 6,975 | $221K | 0.0% | N/A | 0.005% | |
8/4/2025 | Atria Investments Inc | 7,416 | $235K | 0.0% | N/A | 0.006% | |
8/4/2025 | Assetmark Inc. | 2,595,130 | $82.08M | 0.2% | N/A | 2.035% | |
8/4/2025 | World Investment Advisors | 24,300 | $769K | 0.0% | +20.3% | 0.019% | |
8/4/2025 | Waterfront Wealth Inc. | 244,320 | $7.73M | 1.7% | +0.8% | 0.192% | |
8/1/2025 | Liberty Wealth Management LLC | 7,733 | $245K | 0.0% | -94.6% | 0.006% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 23,686 | $749K | 0.0% | -5.2% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,644,498 | $83.64M | 0.0% | +27.6% | 2.073% | |
7/31/2025 | VestGen Investment Management | 15,942 | $504K | 0.4% | N/A | 0.012% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 16,227 | $513K | 0.2% | +6.0% | 0.013% | |
7/30/2025 | Brookstone Capital Management | 6,590 | $208K | 0.0% | N/A | 0.005% | |
7/29/2025 | Alaska Permanent Capital Management LLC | 11,551 | $366K | 0.0% | -98.1% | 0.009% | |
7/29/2025 | Alaska Wealth Advisors | 291,229 | $9.21M | 1.3% | +0.7% | 0.228% | |
7/29/2025 | Wealthstream Advisors Inc. | 7,616 | $241K | 0.0% | N/A | 0.006% | |
7/29/2025 | Koshinski Asset Management Inc. | 9,442 | $299K | 0.0% | +26.4% | 0.007% | |
7/28/2025 | Harbour Investments Inc. | 32,473 | $1.03M | 0.0% | +5,858.3% | 0.025% | |
7/25/2025 | Atria Wealth Solutions Inc. | 9,270 | $293K | 0.0% | -61.8% | 0.007% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 26,691 | $844K | 0.0% | -44.6% | 0.021% | |
7/25/2025 | CWM LLC | 1,441 | $46K | 0.0% | -30.1% | 0.001% | |
7/23/2025 | Ignite Planners LLC | 9,068 | $288K | 0.0% | N/A | 0.007% | |
7/22/2025 | Belpointe Asset Management LLC | 10,516 | $333K | 0.0% | +5.2% | 0.008% | |
7/22/2025 | Valeo Financial Advisors LLC | 6,685 | $211K | 0.0% | N/A | 0.005% | |
7/22/2025 | DAVENPORT & Co LLC | 9,878 | $312K | 0.0% | +16.0% | 0.008% | |
7/21/2025 | Fortis Capital Advisors LLC | 10,516 | $333K | 0.1% | +5.2% | 0.008% | |
7/21/2025 | Ascent Group LLC | 18,417 | $583K | 0.0% | N/A | 0.015% | |
7/18/2025 | Truist Financial Corp | 98,877 | $3.13M | 0.0% | +50.2% | 0.079% | |
7/17/2025 | Janney Montgomery Scott LLC | 333,737 | $10.56M | 0.0% | +90.3% | 0.265% | |
7/17/2025 | Fifth Third Securities Inc. | 53,094 | $1.68M | 0.1% | N/A | 0.042% | |
7/16/2025 | Evergreen Private Wealth LLC | 90,942 | $2.88M | 1.2% | N/A | 0.072% | |
7/15/2025 | North Star Investment Management Corp. | 197,217 | $6.24M | 0.4% | +34.5% | 0.157% | |
7/15/2025 | TD Private Client Wealth LLC | 1,635 | $52K | 0.0% | +30.8% | 0.001% | |
7/14/2025 | Opal Wealth Advisors LLC | 1,424 | $45K | 0.0% | N/A | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 64,063 | $2.03M | 0.0% | +3.2% | 0.051% | |
7/14/2025 | Sowell Financial Services LLC | 8,303 | $263K | 0.0% | N/A | 0.007% | |
7/11/2025 | Farther Finance Advisors LLC | 7,107 | $225K | 0.0% | -54.9% | 0.006% | |
7/10/2025 | Anderson Hoagland & Co. | 75,428 | $2.39M | 0.2% | +93.7% | 0.060% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,272 | $517K | 0.0% | N/A | 0.013% | |
7/9/2025 | Balefire LLC | 48,564 | $1.54M | 0.3% | N/A | 0.039% | |
7/7/2025 | Hedges Asset Management LLC | 21,000 | $664K | 0.5% | -40.0% | 0.017% | |
5/21/2025 | Geneos Wealth Management Inc. | 21,467 | $612K | 0.0% | -9.6% | 0.019% | |
5/20/2025 | Belpointe Asset Management LLC | 10,000 | $285K | 0.0% | N/A | 0.009% | |
5/20/2025 | Fortis Capital Advisors LLC | 10,000 | $285K | 0.1% | N/A | 0.009% | |
5/16/2025 | Empowered Funds LLC | 54,124 | $1.54M | 0.0% | N/A | 0.051% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 15,307 | $436K | 0.2% | N/A | 0.014% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 24,985 | $712K | 0.0% | N/A | 0.024% | |
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5/16/2025 | Goldman Sachs Group Inc. | 471,152 | $13.42M | 0.0% | +34.0% | 0.445% | |
5/16/2025 | Jones Financial Companies Lllp | 5,567 | $159K | 0.0% | +127.2% | 0.005% | |
5/16/2025 | Clark Capital Management Group Inc. | 123,430 | $3.52M | 0.0% | N/A | 0.117% | |
5/15/2025 | Unisphere Establishment | 332,500 | $9.47M | 0.1% | N/A | 0.314% | |
5/15/2025 | Royal Bank of Canada | 418,646 | $11.93M | 0.0% | +158.3% | 0.395% | |
5/15/2025 | Baird Financial Group Inc. | 43,404 | $1.24M | 0.0% | +231.9% | 0.041% | |
5/14/2025 | Transamerica Financial Advisors LLC | 34,949 | $996K | 0.1% | -40.1% | 0.033% | |
5/14/2025 | Comerica Bank | 45,760 | $1.30M | 0.0% | +13.1% | 0.043% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,172 | $147K | 0.0% | +161.5% | 0.005% | |
5/14/2025 | Compound Planning Inc. | 14,295 | $407K | 0.0% | N/A | 0.013% | |