4/23/2025 | Spire Wealth Management | 10,500 | $89K | 0.0% | +61.5% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 253,059 | $2.14M | 0.1% | +6.9% | 0.000% | |
4/23/2025 | Sheets Smith Wealth Management | 36,010 | $305K | 0.0% | +20.0% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 99,307 | $841K | 0.0% | +36.4% | 0.000% | |
4/22/2025 | World Equity Group Inc. | 41,046 | $348K | 0.1% | -43.4% | 0.000% | |
4/22/2025 | Congress Park Capital LLC | 2,421,539 | $20.51M | 7.8% | +56.8% | 0.000% | |
4/21/2025 | ORG Partners LLC | 36,655 | $311K | 0.1% | N/A | 0.000% | |
4/17/2025 | Grove Bank & Trust | 50,000 | $424K | 0.1% | N/A | 0.000% | |
4/17/2025 | Mission Wealth Management LP | 34,433 | $292K | 0.0% | -65.2% | 0.000% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 1,444,000 | $12.23M | 0.8% | +241.4% | 0.000% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 81,699 | $692K | 0.0% | +485.4% | 0.000% | |
4/16/2025 | GraniteShares Advisors LLC | 290,860 | $2.46M | 1.6% | +6.5% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 15,239 | $129K | 0.0% | -28.1% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 266,040 | $2.25M | 0.0% | -6.1% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 17,758 | $150K | 0.0% | N/A | 0.000% | |
4/9/2025 | RFG Advisory LLC | 383,941 | $3.25M | 0.1% | +0.8% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 17,652 | $150K | 0.0% | N/A | 0.000% | |
4/8/2025 | Andrew Hill Investment Advisors Inc. | 144,895 | $1.23M | 1.2% | +21.2% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,956 | $124K | 0.0% | N/A | 0.000% | |
2/28/2025 | Park Square Financial Group LLC | 4,508 | $40K | 0.0% | N/A | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 3,371 | $29K | 0.0% | N/A | 0.000% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 33,956 | $303K | 0.0% | N/A | 0.000% | |
2/18/2025 | Western Wealth Management LLC | 39,702 | $354K | 0.1% | +7.5% | 0.000% | |
2/18/2025 | Elequin Capital LP | 11,821 | $105K | 0.0% | N/A | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 24,866 | $222K | 0.1% | N/A | 0.000% | |
2/17/2025 | Focus Partners Wealth | 21,593 | $193K | 0.0% | +10.6% | 0.000% | |
2/17/2025 | Coastal Bridge Advisors LLC | 463,580 | $4.14M | 1.0% | -3.0% | 0.000% | |
2/17/2025 | Collar Capital Management LLC | 71,964 | $642K | 0.5% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 185,076 | $1.65M | 0.0% | +58.0% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 16,726 | $149K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 10,432 | $93K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 521,296 | $4.65M | 0.0% | +0.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,416,569 | $21.56M | 0.0% | -0.5% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 670,891 | $5.99M | 0.0% | +7.4% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 214,696 | $1.92M | 0.0% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 27,480 | $245K | 0.0% | +104.5% | 0.000% | |
2/14/2025 | Westbourne Investments Inc. | 11,950 | $107K | 0.1% | N/A | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 93,878 | $837K | 0.3% | +14.9% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 31,689 | $283K | 0.0% | +4.4% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 66,198 | $590K | 0.0% | +4.9% | 0.000% | |
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2/14/2025 | Shaker Financial Services LLC | 115,292 | $1.03M | 0.4% | -34.9% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 84,360 | $752K | 0.0% | -2.1% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 156,751 | $1.40M | 0.0% | -4.4% | 0.000% | |
2/13/2025 | Kane Investment Management Inc. | 50,814 | $453K | 0.3% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,798,818 | $16.05M | 0.1% | +21.5% | 0.000% | |
2/13/2025 | Mariner LLC | 22,500 | $201K | 0.0% | +41.8% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 880,665 | $7.86M | 0.0% | +16.9% | 0.000% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 26,414 | $236K | 0.1% | +39.9% | 0.000% | |
2/13/2025 | Andrew Hill Investment Advisors Inc. | 119,504 | $1.07M | 0.8% | +102.4% | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 92,388 | $824K | 0.0% | +23.9% | 0.000% | |
2/13/2025 | Invesco Ltd. | 1,987,100 | $17.73M | 0.0% | -8.6% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 52,826 | $471K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 390,458 | $3.48M | 0.0% | +1.9% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 46,521 | $415K | 0.0% | -32.5% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 759,594 | $6.78M | 0.0% | +6.7% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 668,591 | $5.96M | 1.9% | +3.2% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 23,861 | $213K | 0.0% | N/A | 0.000% | |
2/12/2025 | Level Four Advisory Services LLC | 13,965 | $125K | 0.0% | -22.3% | 0.000% | |
2/11/2025 | CoreFirst Bank & Trust | 6,118 | $55K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 2,735,715 | $24.40M | 0.0% | -1.4% | 0.000% | |
2/11/2025 | Next Capital Management LLC | 35,541 | $317K | 0.1% | -85.1% | 0.000% | |
2/11/2025 | ProVise Management Group LLC | 15,194 | $136K | 0.0% | -10.6% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,059,671 | $9.45M | 0.2% | +4.3% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 119,710 | $1.07M | 0.0% | -10.3% | 0.000% | |
2/10/2025 | Edgemoor Investment Advisors Inc. | 62,097 | $554K | 0.0% | -3.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 429,022 | $3.83M | 0.0% | +13.6% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 105,732 | $943K | 0.0% | +40.8% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 21,180 | $189K | 0.0% | -36.1% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 25,383 | $226K | 0.0% | -47.7% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 177,201 | $1.58M | 0.2% | +4.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 1,364,866 | $12.18M | 0.0% | N/A | 0.000% | |
2/6/2025 | Mission Wealth Management LP | 98,819 | $881K | 0.0% | -15.8% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 72,815 | $650K | 0.0% | +3.7% | 0.000% | |
2/5/2025 | Kovack Advisors Inc. | 29,568 | $264K | 0.0% | -11.0% | 0.000% | |
2/4/2025 | GraniteShares Advisors LLC | 273,230 | $2.44M | 1.5% | -3.6% | 0.000% | |
2/4/2025 | World Equity Group Inc. | 72,492 | $647K | 0.1% | +119.4% | 0.000% | |
2/3/2025 | Camelot Portfolios LLC | 13,790 | $123K | 0.1% | -11.2% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 30,063 | $268K | 0.0% | +7.6% | 0.000% | |
1/31/2025 | Truist Financial Corp | 11,691 | $104K | 0.0% | N/A | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 31,816 | $271K | 0.0% | -68.8% | 0.000% | |
1/29/2025 | MGB Wealth Management LLC | 12,349 | $110K | 0.0% | -15.4% | 0.000% | |
1/28/2025 | Byrne Asset Management LLC | 147,225 | $1.31M | 0.9% | -15.9% | 0.000% | |
1/28/2025 | Conning Inc. | 43,050 | $384K | 0.0% | -20.3% | 0.000% | |
1/27/2025 | Choreo LLC | 104,915 | $941K | 0.0% | +21.6% | 0.000% | |
1/24/2025 | E&G Advisors LP | 38,899 | $347K | 0.1% | -8.0% | 0.000% | |
1/24/2025 | Chicago Partners Investment Group LLC | 24,720 | $223K | 0.0% | +23.7% | 0.000% | |
1/23/2025 | RVW Wealth LLC | 40,349 | $360K | 0.0% | +39.0% | 0.000% | |
1/22/2025 | Fortitude Advisory Group L.L.C. | 42,687 | $381K | 0.2% | +4.2% | 0.000% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 422,950 | $3.77M | 0.3% | -24.1% | 0.000% | |
1/21/2025 | RFG Advisory LLC | 381,000 | $3.40M | 0.1% | -0.4% | 0.000% | |
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1/17/2025 | Avior Wealth Management LLC | 6,878 | $61K | 0.0% | -36.0% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 92,231 | $823K | 0.0% | +6.2% | 0.000% | |
1/17/2025 | Melfa Wealth Management Inc. | 111,326 | $993K | 0.7% | -5.3% | 0.000% | |
1/16/2025 | Diversify Wealth Management LLC | 27,200 | $240K | 0.0% | N/A | 0.000% | |
1/15/2025 | Financial & Tax Architects LLC | 17,569 | $157K | 0.0% | N/A | 0.000% | |
1/15/2025 | Congress Park Capital LLC | 1,544,201 | $13.77M | 5.0% | +3.3% | 0.000% | |
1/13/2025 | Kades & Cheifetz LLC | 209,283 | $1.87M | 1.0% | -3.5% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 283,241 | $2.53M | 0.1% | -2.5% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 236,725 | $2.13M | 0.1% | -88.7% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 101,936 | $916K | 0.0% | -14.1% | 0.000% | |