8/1/2025 | Envestnet Asset Management Inc. | 47,595 | $583K | 0.0% | +27.0% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 230,981 | $2.83M | 0.0% | +5.3% | 0.000% | |
7/29/2025 | Arcus Capital Partners LLC | 38,609 | $473K | 0.2% | -25.8% | 0.000% | |
7/29/2025 | Stratos Wealth Advisors LLC | 180,033 | $2.20M | 0.1% | +208.3% | 0.000% | |
7/29/2025 | Activest Wealth Management | 160,551 | $1.97M | 0.5% | -3.5% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 12,200 | $149K | 0.0% | -7.6% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 70,692 | $865K | 0.0% | +10.1% | 0.000% | |
7/25/2025 | MGO One Seven LLC | 59,817 | $732K | 0.0% | N/A | 0.000% | |
7/25/2025 | Cypress Capital Group | 49,895 | $611K | 0.1% | N/A | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 116,886 | $1.43M | 0.0% | +7.2% | 0.000% | |
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7/25/2025 | Apollon Wealth Management LLC | 16,640 | $204K | 0.0% | -75.0% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 122,001 | $1.49M | 0.0% | -0.9% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,700 | $70K | 0.0% | N/A | 0.000% | |
7/21/2025 | Trinity Legacy Partners LLC | 296,789 | $3.58M | 0.9% | +1.5% | 0.000% | |
7/18/2025 | PFG Investments LLC | 13,874 | $170K | 0.0% | +18.2% | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 108,535 | $1.33M | 0.2% | -10.6% | 0.000% | |
7/18/2025 | Institute for Wealth Management LLC. | 25,774 | $315K | 0.0% | +92.1% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 282,852 | $3.46M | 0.0% | +6.2% | 0.000% | |
7/15/2025 | LeConte Wealth Management LLC | 237,396 | $2.91M | 2.0% | -77.6% | 0.000% | |
7/14/2025 | E&G Advisors LP | 55,500 | $679K | 0.2% | -1.8% | 0.000% | |
7/14/2025 | Golden State Equity Partners | 152,774 | $1.87M | 0.3% | +1.9% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 24,709 | $302K | 0.0% | -67.2% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 7,001 | $86K | 0.0% | +366.7% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 7,926,618 | $96.04M | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,094 | $565K | 0.0% | -8.7% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 22,443 | $275K | 0.0% | +7.6% | 0.000% | |
7/10/2025 | Sovran Advisors LLC | 86,918 | $1.06M | 0.1% | -3.6% | 0.000% | |
7/9/2025 | Triumph Capital Management | 30,857 | $378K | 0.1% | -44.4% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 150,542 | $1.84M | 0.0% | +28.2% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 33,586 | $411K | 0.1% | -14.8% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 37,564 | $474K | 0.0% | +128.3% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 173,647 | $2.19M | 0.0% | +3.2% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 46,365 | $585K | 0.0% | +34.9% | 0.000% | |
5/16/2025 | Concorde Asset Management LLC | 26,600 | $314K | 0.2% | +3.9% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 589,231 | $7.43M | 0.0% | -3.3% | 0.000% | |
5/15/2025 | Calton & Associates Inc. | 20,739 | $262K | 0.1% | N/A | 0.000% | |
5/15/2025 | Activest Wealth Management | 166,372 | $2.10M | 0.6% | +15.2% | 0.000% | |
5/14/2025 | NCM Capital Management LLC | 12,800 | $161K | 0.1% | -8.1% | 0.000% | |
5/14/2025 | Trinity Legacy Partners LLC | 292,410 | $3.59M | 0.9% | +6.9% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 100,483 | $1.27M | 0.0% | -13.5% | 0.000% | |
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5/14/2025 | M Holdings Securities Inc. | 75,440 | $951K | 0.2% | +2.2% | 0.000% | |
5/13/2025 | LeConte Wealth Management LLC | 1,059,347 | $13.36M | 8.5% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 629,239 | $7.94M | 0.0% | -4.9% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 417,946 | $5.27M | 0.0% | -0.7% | 0.000% | |
5/12/2025 | Invesco Ltd. | 912,064 | $11.50M | 0.0% | +3.6% | 0.000% | |
5/12/2025 | National Bank of Canada FI | 96,412 | $1.22M | 0.0% | +7.2% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 64,217 | $810K | 0.0% | -29.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 79,596 | $1.00M | 0.4% | +8.9% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 2,362 | $30K | 0.0% | -61.3% | 0.000% | |
5/8/2025 | Foster & Motley Inc. | 58,743 | $741K | 0.0% | -4.2% | 0.000% | |
5/7/2025 | Pin Oak Investment Advisors Inc. | 42,065 | $527K | 0.4% | -3.0% | 0.000% | |
5/7/2025 | Maridea Wealth Management LLC | 43,667 | $551K | 0.2% | +5.7% | 0.000% | |
5/7/2025 | LPL Financial LLC | 528,736 | $6.67M | 0.0% | +3.1% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,713 | $249K | 0.0% | -43.9% | 0.000% | |
5/6/2025 | Journey Strategic Wealth LLC | 85,550 | $1.08M | 0.0% | +27.6% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 74,364 | $938K | 0.0% | +1.9% | 0.000% | |
5/6/2025 | Triumph Capital Management | 55,474 | $700K | 0.2% | -17.3% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 20,083 | $253K | 0.0% | N/A | 0.000% | |
5/5/2025 | Montag A & Associates Inc. | 6,423 | $81K | 0.0% | N/A | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 104,636 | $1.32M | 0.0% | +1.6% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 36,192 | $456K | 0.0% | -26.5% | 0.000% | |
5/2/2025 | Easterly Investment Partners LLC | 40,127 | $506K | 0.0% | -13.9% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 28,250 | $356K | 0.0% | N/A | 0.000% | |
5/2/2025 | Summit X LLC | 117,205 | $1.48M | 0.3% | -24.4% | 0.000% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 102,177 | $1.29M | 0.3% | +13.5% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 66,535 | $839K | 0.0% | -1.5% | 0.000% | |
5/1/2025 | Left Brain Wealth Management LLC | 34,115 | $430K | 0.2% | +48.1% | 0.000% | |
5/1/2025 | CWM LLC | 5,130 | $65K | 0.0% | +29.7% | 0.000% | |
5/1/2025 | Fort Sheridan Advisors LLC | 137,409 | $1.73M | 0.3% | -9.0% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 53,320 | $672K | 0.0% | -3.6% | 0.000% | |
4/30/2025 | Arcus Capital Partners LLC | 52,036 | $656K | 0.3% | -45.4% | 0.000% | |
4/30/2025 | Ramiah Investment Group | 57,906 | $730K | 0.8% | N/A | 0.000% | |
4/30/2025 | Stratos Wealth Advisors LLC | 58,389 | $736K | 0.0% | +5.0% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 431,082 | $5.44M | 0.1% | +0.8% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 109,074 | $1.38M | 0.0% | +56.4% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 219,361 | $2.77M | 0.0% | -0.5% | 0.000% | |
4/25/2025 | Sovran Advisors LLC | 90,197 | $1.05M | 0.1% | -2.9% | 0.000% | |
4/24/2025 | Paragon Capital Management Inc. | 88,565 | $1.12M | 0.9% | -5.0% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 88,452 | $1.12M | 0.1% | +96.9% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 149,935 | $1.89M | 0.4% | +1.6% | 0.000% | |
4/23/2025 | E&G Advisors LP | 56,500 | $712K | 0.2% | -1.7% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 17,290 | $218K | 0.0% | -7.7% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 121,352 | $1.53M | 0.2% | +3.2% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 51,879 | $654K | 0.0% | +3.3% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 807,887 | $10.19M | 0.0% | -4.6% | 0.000% | |
4/22/2025 | PFG Investments LLC | 11,737 | $148K | 0.0% | N/A | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 17,454 | $220K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 75,281 | $949K | 0.0% | +155.2% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 266,311 | $3.36M | 0.0% | +11.1% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 50,472 | $636K | 0.0% | +6.4% | 0.000% | |
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4/15/2025 | Wealthcare Advisory Partners LLC | 123,130 | $1.55M | 0.0% | +14.9% | 0.000% | |
4/11/2025 | SeaCrest Wealth Management LLC | 15,679 | $198K | 0.0% | +36.2% | 0.000% | |
4/11/2025 | Intellectus Partners LLC | 447,956 | $5.65M | 1.4% | -2.5% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 70,368 | $887K | 0.0% | -5.1% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 13,200 | $166K | 0.0% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 55,507 | $699K | 0.1% | +100,821.8% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 117,451 | $1.48M | 0.0% | +19.7% | 0.000% | |
4/4/2025 | Sage Capital Advisors llc | 39,439 | $497K | 0.1% | -5.7% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 47,452 | $596K | 0.0% | -24.1% | 0.000% | |
3/3/2025 | GHE LLC | 38,200 | $480K | 0.2% | +72.5% | 0.000% | |