8/1/2025 | Envestnet Asset Management Inc. | 32,298 | $448K | 0.0% | +212.3% | 0.108% | |
7/30/2025 | Brookstone Capital Management | 30,419 | $422K | 0.0% | -17.2% | 0.102% | |
7/30/2025 | Cullen Frost Bankers Inc. | 36,861 | $511K | 0.0% | -3.9% | 0.124% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,083 | $140K | 0.0% | N/A | 0.034% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 649,190 | $9.00M | 5.6% | +22.9% | 2.178% | |
7/25/2025 | Atria Wealth Solutions Inc. | 54,812 | $760K | 0.0% | +10.5% | 0.184% | |
7/25/2025 | Endowment Wealth Management Inc. | 41,152 | $571K | 0.3% | +13.6% | 0.138% | |
7/25/2025 | CWM LLC | 28,846 | $400K | 0.0% | +3.9% | 0.097% | |
7/24/2025 | IFP Advisors Inc | 19,628 | $272K | 0.0% | +9.1% | 0.066% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 42,441 | $589K | 0.0% | +47.6% | 0.142% | |
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7/21/2025 | Ameritas Advisory Services LLC | 3,611 | $50K | 0.0% | N/A | 0.012% | |
7/17/2025 | Janney Montgomery Scott LLC | 16,260 | $226K | 0.0% | -5.9% | 0.055% | |
7/11/2025 | Farther Finance Advisors LLC | 10,181 | $141K | 0.0% | +7.6% | 0.035% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,400 | $35K | 0.0% | N/A | 0.008% | |
7/9/2025 | Triumph Capital Management | 41,785 | $580K | 0.2% | +9.7% | 0.142% | |
7/8/2025 | Gradient Investments LLC | 523,842 | $7.27M | 0.1% | +8.3% | 1.785% | |
5/22/2025 | Mattson Financial Services LLC | 5,110 | $74K | 0.0% | +19.4% | 0.018% | |
5/20/2025 | Integrity Alliance LLC. | 10,615 | $153K | 0.0% | N/A | 0.037% | |
5/16/2025 | Jones Financial Companies Lllp | 12,156 | $176K | 0.0% | +5,978.0% | 0.042% | |
5/15/2025 | Royal Bank of Canada | 17,142 | $248K | 0.0% | -17.7% | 0.060% | |
5/14/2025 | CreativeOne Wealth LLC | 29,009 | $419K | 0.0% | +9.4% | 0.101% | |
5/9/2025 | Endowment Wealth Management Inc. | 36,215 | $523K | 0.3% | +7.1% | 0.126% | |
5/7/2025 | LPL Financial LLC | 855,688 | $12.37M | 0.0% | +15.4% | 2.973% | |
5/6/2025 | Cetera Investment Advisers | 33,636 | $486K | 0.0% | +10.6% | 0.117% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,783 | $199K | 0.0% | -5.6% | 0.048% | |
5/6/2025 | Triumph Capital Management | 38,100 | $551K | 0.2% | +9.0% | 0.132% | |
5/6/2025 | Choreo LLC | 57,794 | $835K | 0.0% | -18.4% | 0.201% | |
5/5/2025 | IFP Advisors Inc | 17,995 | $260K | 0.0% | +67.4% | 0.063% | |
5/2/2025 | Cullen Frost Bankers Inc. | 38,348 | $554K | 0.0% | -17.7% | 0.133% | |
5/1/2025 | CWM LLC | 27,762 | $401K | 0.0% | -6.4% | 0.096% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 84,150 | $1.22M | 0.0% | -7.7% | 0.292% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 16,000 | $231K | 0.0% | +30.1% | 0.056% | |
4/25/2025 | Koshinski Asset Management Inc. | 18,269 | $264K | 0.0% | -10.3% | 0.063% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 528,023 | $7.63M | 5.3% | +15.7% | 1.835% | |
4/22/2025 | TrueMark Investments LLC | 280,134 | $4.05M | 1.1% | N/A | 0.973% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 106,372 | $1.54M | 0.0% | -11.1% | 0.370% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 28,746 | $415K | 0.0% | N/A | 0.100% | |
4/17/2025 | Janney Montgomery Scott LLC | 17,271 | $250K | 0.0% | -48.7% | 0.060% | |
4/14/2025 | Farther Finance Advisors LLC | 9,463 | $137K | 0.0% | -21.8% | 0.033% | |
4/9/2025 | Gradient Investments LLC | 483,636 | $6.99M | 0.1% | +7.0% | 1.656% | |
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3/10/2025 | Mattson Financial Services LLC | 4,280 | $65K | 0.0% | +44.6% | 0.015% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 5,600 | $82K | 0.1% | N/A | 0.020% | |
2/17/2025 | Two Sigma Investments LP | 181,500 | $2.66M | 0.0% | +54.2% | 0.644% | |
2/17/2025 | Cetera Investment Advisers | 30,412 | $446K | 0.0% | -5.7% | 0.108% | |
2/17/2025 | Bank of America Corp DE | 441,807 | $6.48M | 0.0% | -0.4% | 1.567% | |
2/14/2025 | Jane Street Group LLC | 25,262 | $371K | 0.0% | N/A | 0.090% | |
2/14/2025 | Triumph Capital Management | 34,946 | $513K | 0.2% | N/A | 0.124% | |
2/14/2025 | Comerica Bank | 8,835 | $130K | 0.0% | +31.6% | 0.031% | |
2/14/2025 | Harvest Investment Services LLC | 60,857 | $893K | 0.2% | -7.2% | 0.216% | |
2/14/2025 | Tower Research Capital LLC TRC | 28,538 | $419K | 0.0% | +383.4% | 0.101% | |
2/14/2025 | GeoWealth Management LLC | 9,999 | $147K | 0.0% | N/A | 0.035% | |
2/13/2025 | CreativeOne Wealth LLC | 26,520 | $389K | 0.0% | +58.8% | 0.094% | |
2/13/2025 | Raymond James Financial Inc. | 47,810 | $701K | 0.0% | N/A | 0.170% | |
2/13/2025 | Waterloo Capital L.P. | 27,719 | $407K | 0.0% | -23.2% | 0.098% | |
2/13/2025 | Wells Fargo & Company MN | 1,012,486 | $14.85M | 0.0% | +197.8% | 3.590% | |
2/12/2025 | National Bank of Canada FI | 2,000 | $29K | 0.0% | N/A | 0.007% | |
2/12/2025 | JPMorgan Chase & Co. | 24,475 | $359K | 0.0% | +103.1% | 0.087% | |
2/11/2025 | LPL Financial LLC | 741,390 | $10.88M | 0.0% | -3.8% | 2.629% | |
2/10/2025 | Commonwealth Equity Services LLC | 73,183 | $1.07M | 0.0% | +15.9% | 0.260% | |
2/10/2025 | Avantax Advisory Services Inc. | 14,602 | $214K | 0.0% | -6.8% | 0.052% | |
2/10/2025 | Farther Finance Advisors LLC | 12,095 | $177K | 0.0% | +12.5% | 0.043% | |
2/7/2025 | Endowment Wealth Management Inc. | 33,801 | $496K | 0.3% | +11.8% | 0.120% | |
2/7/2025 | Founders Financial Alliance LLC | 7,490 | $110K | 0.0% | +10.1% | 0.027% | |
2/7/2025 | PNC Financial Services Group Inc. | 93,910 | $1.38M | 0.0% | -39.7% | 0.333% | |
2/6/2025 | Raymond James Financial Inc. | 47,810 | $701K | 0.0% | N/A | 0.170% | |
2/6/2025 | Cullen Frost Bankers Inc. | 46,604 | $684K | 0.0% | -45.7% | 0.165% | |
2/5/2025 | Kovack Advisors Inc. | 12,080 | $177K | 0.0% | -14.8% | 0.043% | |
2/4/2025 | IFP Advisors Inc | 10,750 | $158K | 0.0% | +23.5% | 0.038% | |
2/3/2025 | Advyzon Investment Management LLC | 10,312 | $151K | 0.1% | N/A | 0.037% | |
1/31/2025 | Atria Wealth Solutions Inc. | 49,328 | $724K | 0.0% | +3.7% | 0.175% | |
1/30/2025 | Adell Harriman & Carpenter Inc. | 12,300 | $180K | 0.0% | N/A | 0.044% | |
1/28/2025 | Advisors Preferred LLC | 17,747 | $262K | 0.0% | N/A | 0.063% | |
1/28/2025 | Prairie Wealth Advisors Inc. | 11,175 | $164K | 0.1% | -13.2% | 0.040% | |
1/27/2025 | Choreo LLC | 70,832 | $1.04M | 0.0% | +5.9% | 0.252% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 91,200 | $1.34M | 0.0% | -9.8% | 0.327% | |
1/21/2025 | Gradient Investments LLC | 452,177 | $6.63M | 0.1% | +6.3% | 1.624% | |
1/21/2025 | RFG Advisory LLC | 19,446 | $285K | 0.0% | N/A | 0.070% | |
1/17/2025 | Janney Montgomery Scott LLC | 33,649 | $494K | 0.0% | +12.5% | 0.121% | |
1/16/2025 | Koshinski Asset Management Inc. | 20,376 | $299K | 0.0% | -4.2% | 0.073% | |
1/16/2025 | Mission Hills Financial Advisory LLC | 456,337 | $6.69M | 5.2% | +12.8% | 1.642% | |
1/13/2025 | Brookstone Capital Management | 46,706 | $685K | 0.0% | -9.9% | 0.168% | |
12/26/2024 | JPMorgan Chase & Co. | 12,049 | $184K | 0.0% | -13.7% | 0.046% | |
11/15/2024 | MML Investors Services LLC | 33,348 | $510K | 0.0% | -6.1% | 0.128% | |
11/14/2024 | CreativeOne Wealth LLC | 16,700 | $255K | 0.0% | N/A | 0.064% | |
11/12/2024 | Centaurus Financial Inc. | 6,706 | $102K | 0.0% | -59.9% | 0.026% | |
11/6/2024 | Endowment Wealth Management Inc. | 30,238 | $462K | 0.3% | -15.4% | 0.116% | |
11/6/2024 | Kovack Advisors Inc. | 14,180 | $217K | 0.0% | -9.6% | 0.054% | |
10/29/2024 | Farther Finance Advisors LLC | 10,748 | $164K | 0.0% | +46.5% | 0.042% | |
10/16/2024 | Good Life Advisors LLC | 17,420 | $266K | 0.0% | N/A | 0.068% | |
10/10/2024 | Koshinski Asset Management Inc. | 21,264 | $325K | 0.0% | -4.2% | 0.083% | |
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10/8/2024 | CWM LLC | 29,781 | $455K | 0.0% | +5.3% | 0.116% | |
10/8/2024 | Brookstone Capital Management | 51,815 | $792K | 0.0% | -12.0% | 0.201% | |
9/30/2024 | Mattson Financial Services LLC | 2,959 | $45K | 0.0% | N/A | 0.012% | |
8/13/2024 | AE Wealth Management LLC | 102,385 | $1.54M | 0.0% | -68.3% | 0.410% | |
8/12/2024 | Waterloo Capital L.P. | 36,074 | $543K | 0.1% | -46.1% | 0.145% | |
8/7/2024 | Choreo LLC | 66,948 | $999K | 0.0% | -1.2% | 0.268% | |
8/6/2024 | Cullen Frost Bankers Inc. | 90,307 | $1.36M | 0.0% | -13.5% | 0.362% | |
8/2/2024 | Endowment Wealth Management Inc. | 35,742 | $538K | 0.4% | +10.2% | 0.143% | |
7/31/2024 | Commonwealth Equity Services LLC | 61,361 | $923K | 0.0% | +11.6% | 0.246% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 11,402 | $171K | 0.0% | -21.2% | 0.046% | |