4/14/2025 | Parisi Gray Wealth Management | 79,108 | $641K | 0.2% | +3.3% | 0.103% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 115,040 | $932K | 0.6% | -6.2% | 0.150% | |
4/9/2025 | NBC Securities Inc. | 4,000 | $32K | 0.0% | N/A | 0.005% | |
4/7/2025 | AdvisorNet Financial Inc | 3,055 | $25K | 0.0% | N/A | 0.004% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 17,061 | $152K | 0.0% | +16.9% | 0.022% | |
2/24/2025 | Ameriflex Group Inc. | 8,000 | $70K | 0.0% | N/A | 0.010% | |
2/17/2025 | CoreCap Advisors LLC | 4,800 | $43K | 0.0% | -48.0% | 0.006% | |
2/17/2025 | Cresset Asset Management LLC | 57,177 | $508K | 0.0% | +89.4% | 0.074% | |
2/17/2025 | Cetera Investment Advisers | 28,109 | $250K | 0.0% | +53.5% | 0.037% | |
2/17/2025 | Bank of America Corp DE | 30,865 | $274K | 0.0% | -20.0% | 0.040% | |
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2/14/2025 | Triumph Capital Management | 109,495 | $972K | 0.3% | -25.8% | 0.142% | |
2/14/2025 | Lido Advisors LLC | 18,294 | $162K | 0.0% | N/A | 0.024% | |
2/14/2025 | Virtus ETF Advisers LLC | 182,235 | $1.62M | 0.7% | +43.1% | 0.237% | |
2/14/2025 | Transce3nd LLC | 5,060 | $45K | 0.0% | N/A | 0.007% | |
2/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 67,052 | $595K | 0.0% | -35.8% | 0.087% | |
2/13/2025 | TT Capital Management LLC | 17,600 | $156K | 0.1% | N/A | 0.023% | |
2/13/2025 | Legacy Investment Solutions LLC | 847,871 | $7.58M | 4.4% | +20,306.0% | 1.102% | |
2/13/2025 | Rockefeller Capital Management L.P. | 97,105 | $862K | 0.0% | +25.5% | 0.126% | |
2/13/2025 | Raymond James Financial Inc. | 229,468 | $2.04M | 0.0% | N/A | 0.298% | |
2/13/2025 | Cerity Partners LLC | 18,595 | $165K | 0.0% | N/A | 0.024% | |
2/13/2025 | Envestnet Asset Management Inc. | 246,876 | $2.19M | 0.0% | +48.5% | 0.321% | |
2/13/2025 | Wedbush Securities Inc. | 567,610 | $5.04M | 0.2% | +17.0% | 0.738% | |
2/12/2025 | Arete Wealth Advisors LLC | 15,721 | $140K | 0.0% | N/A | 0.020% | |
2/12/2025 | World Investment Advisors | 21,830 | $194K | 0.0% | N/A | 0.028% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 206,460 | $1.83M | 0.6% | +66.0% | 0.268% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,000 | $36K | 0.0% | -51.9% | 0.005% | |
2/12/2025 | Brown Brothers Harriman & Co. | 10,478 | $93K | 0.0% | N/A | 0.014% | |
2/12/2025 | TrueMark Investments LLC | 157,967 | $1.40M | 0.4% | -48.4% | 0.205% | |
2/12/2025 | Summitry LLC | 12,000 | $107K | 0.0% | N/A | 0.016% | |
2/10/2025 | Commonwealth Equity Services LLC | 103,691 | $921K | 0.0% | +1.6% | 0.135% | |
2/10/2025 | CFO4Life Group LLC | 23,475 | $208K | 0.0% | +29.9% | 0.031% | |
2/10/2025 | Balboa Wealth Partners | 94,508 | $839K | 0.2% | N/A | 0.123% | |
2/6/2025 | Freestone Capital Holdings LLC | 222,083 | $1.97M | 0.1% | +26.1% | 0.289% | |
2/6/2025 | Raymond James Financial Inc. | 229,468 | $2.04M | 0.0% | N/A | 0.298% | |
2/6/2025 | Bard Associates Inc. | 206,667 | $1.84M | 0.6% | -7.9% | 0.269% | |
2/4/2025 | Union Bancaire Privee UBP SA | 3,250 | $27K | 0.0% | N/A | 0.004% | |
2/3/2025 | Ieq Capital LLC | 16,379 | $145K | 0.0% | N/A | 0.021% | |
2/3/2025 | Private Advisor Group LLC | 94,596 | $840K | 0.0% | +11.9% | 0.123% | |
1/31/2025 | J.W. Cole Advisors Inc. | 151,809 | $1.35M | 0.1% | +38.3% | 0.197% | |
1/30/2025 | Strategic Financial Concepts LLC | 17,760 | $158K | 0.0% | N/A | 0.023% | |
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1/28/2025 | Kestra Private Wealth Services LLC | 76,425 | $679K | 0.0% | +4.7% | 0.099% | |
1/28/2025 | Kingsview Wealth Management LLC | 10,000 | $89K | 0.0% | -16.0% | 0.013% | |
1/28/2025 | Apollon Wealth Management LLC | 18,306 | $163K | 0.0% | N/A | 0.024% | |
1/28/2025 | Strategic Financial Concepts LLC | 17,760 | $158K | 0.0% | N/A | 0.023% | |
1/27/2025 | Financial Advocates Investment Management | 76,676 | $681K | 0.0% | -1.6% | 0.100% | |
1/27/2025 | Choreo LLC | 38,856 | $344K | 0.0% | +60.6% | 0.050% | |
1/27/2025 | Money Concepts Capital Corp | 191,039 | $1.70M | 0.1% | N/A | 0.248% | |
1/24/2025 | Chicago Partners Investment Group LLC | 64,769 | $591K | 0.0% | -29.5% | 0.084% | |
1/22/2025 | Union Bancaire Privee UBP SA | 3,250 | $27K | 0.0% | N/A | 0.004% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 10,995 | $98K | 0.0% | N/A | 0.014% | |
1/22/2025 | PFG Investments LLC | 619,399 | $5.50M | 0.3% | +11.9% | 0.805% | |
1/17/2025 | Janney Montgomery Scott LLC | 50,370 | $447K | 0.0% | +35.0% | 0.065% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 122,636 | $1.09M | 0.6% | -30.9% | 0.159% | |
1/13/2025 | Cadent Capital Advisors LLC | 334,800 | $2.97M | 1.0% | -25.7% | 0.435% | |
1/10/2025 | Sage Capital Advisors llc | 37,735 | $335K | 0.1% | -22.9% | 0.049% | |
1/8/2025 | Worth Asset Management LLC | 35,733 | $317K | 0.2% | -45.6% | 0.046% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 14,598 | $144K | 0.0% | -85.8% | 0.019% | |
11/19/2024 | McIlrath & Eck LLC | 5,780 | $57K | 0.0% | N/A | 0.008% | |
11/15/2024 | Legacy Investment Solutions LLC | 4,155 | $39K | 0.0% | N/A | 0.005% | |
11/15/2024 | Jane Street Group LLC | 14,831 | $146K | 0.0% | -36.8% | 0.019% | |
11/15/2024 | Stifel Financial Corp | 15,094 | $149K | 0.0% | N/A | 0.020% | |
11/14/2024 | Rockefeller Capital Management L.P. | 77,375 | $763K | 0.0% | +2.8% | 0.101% | |
11/6/2024 | Bard Associates Inc. | 224,503 | $2.21M | 0.8% | -4.8% | 0.292% | |
11/6/2024 | Main Street Financial Solutions LLC | 118,944 | $1.17M | 0.1% | -19.3% | 0.155% | |
10/29/2024 | Chicago Partners Investment Group LLC | 91,924 | $889K | 0.0% | +10.5% | 0.119% | |
10/28/2024 | Stephens Inc. AR | 10,000 | $99K | 0.0% | N/A | 0.013% | |
10/25/2024 | Financial Advocates Investment Management | 77,899 | $768K | 0.0% | +77.2% | 0.101% | |
10/24/2024 | J.W. Cole Advisors Inc. | 109,774 | $1.08M | 0.0% | +92.6% | 0.143% | |
10/24/2024 | PFG Investments LLC | 553,506 | $5.46M | 0.4% | +42.9% | 0.719% | |
10/23/2024 | Ballentine Partners LLC | 23,158 | $228K | 0.0% | +5.3% | 0.030% | |
10/22/2024 | International Assets Investment Management LLC | 74,936 | $7.60M | 0.0% | N/A | 0.097% | |
10/18/2024 | Cadent Capital Advisors LLC | 450,444 | $4.44M | 1.4% | -0.3% | 0.585% | |
10/16/2024 | Naviter Wealth LLC | 16,500 | $163K | 0.0% | -9.6% | 0.021% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 177,492 | $1.75M | 1.1% | +44.0% | 0.231% | |
10/10/2024 | Webster Bank N. A. | 2,855 | $28K | 0.0% | N/A | 0.004% | |
10/9/2024 | Worth Asset Management LLC | 65,647 | $647K | 0.4% | +359.7% | 0.085% | |
10/8/2024 | Sage Capital Advisors llc | 48,923 | $482K | 0.1% | +6.5% | 0.064% | |
10/8/2024 | Atomi Financial Group Inc. | 14,273 | $141K | 0.0% | +32.4% | 0.019% | |
10/7/2024 | Parisi Gray Wealth Management | 76,550 | $755K | 0.2% | +27.6% | 0.099% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 102,886 | $1.03M | 0.0% | +13.7% | 0.134% | |
8/16/2024 | Sunbelt Securities Inc. | 7,464 | $75K | 0.0% | +646.4% | 0.010% | |
8/14/2024 | EverSource Wealth Advisors LLC | 6,000 | $60K | 0.0% | N/A | 0.008% | |
8/8/2024 | J.W. Cole Advisors Inc. | 56,992 | $573K | 0.0% | +404.5% | 0.074% | |
8/8/2024 | Main Street Financial Solutions LLC | 147,447 | $1.48M | 0.1% | +95.6% | 0.192% | |
8/7/2024 | Choreo LLC | 37,509 | $377K | 0.0% | N/A | 0.049% | |
8/7/2024 | Wedbush Securities Inc. | 438,276 | $4.41M | 0.2% | +26.2% | 0.570% | |
8/7/2024 | PFG Investments LLC | 387,398 | $3.89M | 0.3% | +115.8% | 0.503% | |
8/6/2024 | Ballentine Partners LLC | 21,985 | $221K | 0.0% | N/A | 0.029% | |
8/5/2024 | Private Advisor Group LLC | 85,103 | $855K | 0.0% | +5.0% | 0.111% | |
8/2/2024 | Oxinas Partners Wealth Management LLC | 123,252 | $1.24M | 0.8% | +24.0% | 0.160% | |
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8/2/2024 | Naviter Wealth LLC | 18,250 | $183K | 0.0% | N/A | 0.024% | |
8/1/2024 | Private Wealth Strategies L.L.C. | 30,382 | $305K | 0.1% | +44.7% | 0.039% | |
7/31/2024 | Essex Financial Services Inc. | 26,764 | $271K | 0.0% | +8.6% | 0.035% | |
7/31/2024 | Commonwealth Equity Services LLC | 119,238 | $1.20M | 0.0% | +11.1% | 0.155% | |
7/29/2024 | TrueMark Investments LLC | 143,712 | $1.44M | 0.5% | N/A | 0.187% | |
7/29/2024 | Financial Advocates Investment Management | 43,961 | $442K | 0.0% | +13.0% | 0.057% | |
7/26/2024 | Atomi Financial Group Inc. | 10,782 | $108K | 0.0% | -12.5% | 0.014% | |
7/24/2024 | Silverleafe Capital Partners LLC | 10,821 | $109K | 0.0% | N/A | 0.014% | |
7/22/2024 | Nadler Financial Group Inc. | 15,000 | $151K | 0.0% | +50.0% | 0.019% | |
7/15/2024 | Parisi Gray Wealth Management | 60,000 | $603K | 0.2% | -3.2% | 0.078% | |