8/21/2025 | Pathway Financial Advisers LLC | 385,599 | $5.97M | 1.9% | +3.6% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 10,337 | $160K | 0.0% | N/A | 0.000% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 39,668 | $614K | 0.1% | N/A | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 13,910 | $215K | 0.0% | +125.4% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 30,474 | $471K | 0.0% | -7.0% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 14,213 | $220K | 0.0% | -16.5% | 0.000% | |
8/15/2025 | Mendel Capital Management LLC | 20,188 | $312K | 0.2% | -16.4% | 0.000% | |
8/15/2025 | EP Wealth Advisors LLC | 29,485 | $456K | 0.0% | N/A | 0.000% | |
8/15/2025 | Bank of America Corp DE | 808,900 | $12.51M | 0.0% | +4.4% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 410,548 | $6.33M | 0.0% | -52.5% | 0.000% | |
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8/14/2025 | Raymond James Financial Inc. | 2,643,146 | $40.89M | 0.0% | +1.9% | 0.000% | |
8/14/2025 | Cerity Partners LLC | 28,792 | $445K | 0.0% | +38.1% | 0.000% | |
8/13/2025 | Brown Advisory Inc. | 13,063 | $202K | 0.0% | -6.3% | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 518,461 | $8.02M | 0.0% | +5.7% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 1,036,165 | $16.03M | 0.1% | +7.8% | 0.000% | |
8/13/2025 | Invesco Ltd. | 1,513,968 | $23.42M | 0.0% | -0.6% | 0.000% | |
8/13/2025 | Smith Moore & CO. | 67,626 | $1.05M | 0.1% | +15.8% | 0.000% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 2,333 | $36K | 0.0% | N/A | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 24,653 | $381K | 0.0% | -6.1% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 292,815 | $4.53M | 0.1% | +14.6% | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 196,325 | $3.04M | 0.0% | +6.4% | 0.000% | |
8/12/2025 | CreativeOne Wealth LLC | 14,169 | $219K | 0.0% | -84.2% | 0.000% | |
8/12/2025 | Ameritas Investment Partners Inc. | 35,085 | $543K | 0.0% | +8.3% | 0.000% | |
8/12/2025 | Jefferies Financial Group Inc. | 18,836 | $291K | 0.0% | +31.5% | 0.000% | |
8/12/2025 | Quantum Private Wealth LLC | 15,000 | $232K | 0.1% | -25.0% | 0.000% | |
8/12/2025 | Heron Bay Capital Management | 406,483 | $6.29M | 1.2% | +28.4% | 0.000% | |
8/12/2025 | JPMorgan Chase & Co. | 2,987 | $46K | 0.0% | -28.1% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 301,117 | $4.66M | 0.0% | +2.5% | 0.000% | |
8/8/2025 | Kingsview Wealth Management LLC | 77,215 | $1.20M | 0.0% | +30.9% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 241,286 | $3.73M | 0.0% | +15.1% | 0.000% | |
8/8/2025 | Flaharty Asset Management LLC | 34,107 | $528K | 0.1% | +4.2% | 0.000% | |
8/8/2025 | Creative Planning | 46,113 | $713K | 0.0% | +41.3% | 0.000% | |
8/8/2025 | Wealth Alliance LLC | 19,224 | $297K | 0.0% | +4.7% | 0.000% | |
8/7/2025 | Cvfg LLC | 12,944 | $200K | 0.2% | +15.1% | 0.000% | |
8/7/2025 | Cypress Capital Management LLC WY | 280,492 | $4.34M | 4.7% | +141.3% | 0.000% | |
8/6/2025 | Summit Investment Advisors Inc. | 32,387 | $462K | 0.4% | +8.4% | 0.000% | |
8/5/2025 | Mission Wealth Management LP | 14,499 | $224K | 0.0% | -12.1% | 0.000% | |
8/4/2025 | Assetmark Inc. | 3,325 | $51K | 0.0% | +68.3% | 0.000% | |
8/4/2025 | ELCO Management Co. LLC | 46,400 | $718K | 0.4% | -2.1% | 0.000% | |
8/4/2025 | L.M. Kohn & Company | 18,964 | $293K | 0.1% | +33.1% | 0.000% | |
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8/1/2025 | Transcend Capital Advisors LLC | 10,428 | $161K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 19,572 | $303K | 0.0% | +4.5% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 41,415 | $641K | 0.0% | +4.5% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 13,728 | $212K | 0.0% | +7.2% | 0.000% | |
7/29/2025 | Activest Wealth Management | 3,325 | $51K | 0.0% | -41.1% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 21,633 | $335K | 0.0% | +13.4% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 928,828 | $14.37M | 0.3% | -5.2% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 54,625 | $845K | 0.0% | +88.8% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 21,771 | $337K | 0.0% | N/A | 0.000% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 49,046 | $759K | 0.6% | +15.5% | 0.000% | |
7/23/2025 | Ignite Planners LLC | 44,598 | $693K | 0.1% | -5.5% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 37,265 | $576K | 0.0% | -27.7% | 0.000% | |
7/18/2025 | Parsons Capital Management Inc. RI | 150,136 | $2.32M | 0.1% | -5.7% | 0.000% | |
7/18/2025 | Truist Financial Corp | 43,201 | $668K | 0.0% | +5.9% | 0.000% | |
7/17/2025 | C2C Wealth Management LLC | 238,094 | $3.68M | 3.3% | -2.2% | 0.000% | |
7/17/2025 | Greenleaf Trust | 39,274 | $608K | 0.0% | -5.0% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 314,945 | $4.87M | 0.0% | +1.6% | 0.000% | |
7/15/2025 | Wealth Effects LLC | 43,812 | $678K | 0.3% | -11.6% | 0.000% | |
7/15/2025 | Focused Wealth Management Inc | 11,454 | $177K | 0.0% | -13.6% | 0.000% | |
7/14/2025 | Seek First Inc. | 20,998 | $325K | 0.3% | +26.9% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 19,105 | $296K | 0.0% | -57.1% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 23,948 | $370K | 0.0% | N/A | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 12,755 | $182K | 0.1% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 42,163 | $660K | 0.0% | +4.5% | 0.000% | |
7/9/2025 | Fiduciary Alliance LLC | 22,450 | $347K | 0.0% | N/A | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 5,000 | $77K | 0.0% | -60.7% | 0.000% | |
5/20/2025 | Flaharty Asset Management LLC | 32,747 | $467K | 0.1% | -40.7% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 27,218 | $388K | 0.0% | +2.6% | 0.000% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 38,144 | $544K | 0.3% | +6.4% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 116,546 | $1.66M | 0.0% | +15.3% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 255,539 | $3.64M | 0.1% | +41.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 700,152 | $9.98M | 0.0% | +10.3% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 490,443 | $6.99M | 0.0% | -5.3% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 961,507 | $13.71M | 0.1% | -1.9% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 89,953 | $1.28M | 0.0% | +19.1% | 0.000% | |
5/14/2025 | Comerica Bank | 99,127 | $1.41M | 0.0% | +2.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 22,516 | $321K | 0.0% | +27.4% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 75,287 | $1.07M | 0.0% | -20.3% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 74,853 | $1.07M | 0.0% | +9.4% | 0.000% | |
5/13/2025 | Elequin Capital LP | 7,753 | $111K | 0.0% | N/A | 0.000% | |
5/13/2025 | Seek First Inc. | 16,549 | $236K | 0.2% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 2,593,579 | $36.98M | 0.0% | +5.1% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 289,667 | $4.13M | 0.0% | -1.5% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,523,373 | $21.72M | 0.0% | -13.0% | 0.000% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 36,926 | $526K | 0.1% | +4.7% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 28,936 | $413K | 0.0% | -18.6% | 0.000% | |
5/9/2025 | Pathway Financial Advisers LLC | 372,373 | $5.31M | 1.8% | +4.1% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 43,446 | $620K | 0.0% | -37.1% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 13,631 | $194K | 0.0% | +34.0% | 0.000% | |
5/8/2025 | Jefferies Financial Group Inc. | 14,321 | $204K | 0.0% | +10.8% | 0.000% | |
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5/8/2025 | Eastern Bank | 2,344 | $33K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,132,140 | $16.14M | 0.0% | +74.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 209,555 | $2.99M | 0.0% | +19.9% | 0.000% | |
5/6/2025 | Ignite Planners LLC | 47,212 | $660K | 0.1% | +2.0% | 0.000% | |
5/5/2025 | Wealth Alliance LLC | 18,363 | $262K | 0.0% | +4.7% | 0.000% | |
5/5/2025 | Cypress Capital Management LLC WY | 116,230 | $1.66M | 2.0% | +2,958.7% | 0.000% | |
5/5/2025 | Formidable Asset Management LLC | 35,852 | $511K | 0.1% | -3.3% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 224,111 | $3.20M | 0.0% | +0.6% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 58,999 | $841K | 0.0% | -7.7% | 0.000% | |
5/1/2025 | Pointe Capital Management LLC | 136,764 | $1.95M | 1.1% | -3.6% | 0.000% | |