2/28/2025 | Total Wealth Planning & Management Inc. | 15,390 | $88K | 0.1% | N/A | 0.000% | |
2/18/2025 | Elequin Capital LP | 31,501 | $179K | 0.0% | N/A | 0.000% | |
2/17/2025 | Fullcircle Wealth LLC | 57,618 | $322K | 0.1% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 17,115 | $97K | 0.0% | -18.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 398,246 | $2.27M | 0.0% | +2.3% | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 50,488 | $287K | 0.0% | -27.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 1,298,702 | $7.39M | 0.0% | -0.4% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 441,518 | $2.51M | 0.0% | -1.7% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 12,652 | $72K | 0.0% | -47.6% | 0.000% | |
2/14/2025 | Comerica Bank | 78,458 | $446K | 0.0% | +13.9% | 0.000% | |
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2/14/2025 | Beacon Pointe Advisors LLC | 50,782 | $289K | 0.0% | +6.7% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 143,571 | $817K | 0.3% | +15.4% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 14,646 | $83K | 0.0% | -11.9% | 0.000% | |
2/14/2025 | Canal Capital Management LLC | 30,111 | $171K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 301,807 | $1.72M | 0.0% | -30.5% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 414,684 | $2.36M | 0.0% | -1.4% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 74,908 | $426K | 0.0% | -9.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 2,356,452 | $13.41M | 0.1% | +24.5% | 0.000% | |
2/13/2025 | Mariner LLC | 93,940 | $535K | 0.0% | -3.7% | 0.000% | |
2/13/2025 | Keyes Stange & Wooten Wealth Management LLC | 17,708 | $101K | 0.1% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 1,827,767 | $10.40M | 0.0% | +10.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 153,724 | $875K | 0.0% | +3.7% | 0.000% | |
2/13/2025 | Anchor Capital Management Group Inc | 175,000 | $996K | 0.4% | N/A | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 54,000 | $307K | 0.0% | -6.1% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 2,384,063 | $13.57M | 0.0% | +10.1% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 12,405 | $71K | 0.0% | -34.6% | 0.000% | |
2/12/2025 | Disciplined Investors L.L.C. | 16,400 | $92K | 0.1% | N/A | 0.000% | |
2/12/2025 | DKM Wealth Management Inc. | 15,000 | $85K | 0.1% | N/A | 0.000% | |
2/12/2025 | StoneX Group Inc. | 25,186 | $143K | 0.0% | N/A | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 224,579 | $1.28M | 0.4% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 203,742 | $1.16M | 0.0% | +12.1% | 0.000% | |
2/11/2025 | DCF Advisers LLC | 305,940 | $1.74M | 0.8% | -20.8% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,276,821 | $7.27M | 0.1% | +11.3% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 391,087 | $2.23M | 0.0% | -9.3% | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 48,902 | $278K | 0.0% | +5.6% | 0.000% | |
2/10/2025 | Family Firm Inc. | 116,058 | $660K | 0.1% | -2.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 74,034 | $421K | 0.0% | -7.1% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 7,156 | $41K | 0.0% | -55.6% | 0.000% | |
2/7/2025 | Sowell Financial Services LLC | 402,636 | $2.29M | 0.1% | +3.0% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 1,660,466 | $9.45M | 0.0% | N/A | 0.000% | |
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2/6/2025 | Steward Partners Investment Advisory LLC | 61,971 | $353K | 0.0% | +17.3% | 0.000% | |
2/5/2025 | US Bancorp DE | 5,992 | $34K | 0.0% | +42.9% | 0.000% | |
2/5/2025 | SVB Wealth LLC | 22,760 | $130K | 0.0% | N/A | 0.000% | |
2/3/2025 | First National Bank & Trust Co. of Newtown | 114,923 | $654K | 0.1% | -5.4% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 39,456 | $225K | 0.0% | -14.9% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 138,100 | $786K | 0.0% | +52.4% | 0.000% | |
1/30/2025 | Sheaff Brock Investment Advisors LLC | 12,650 | $72K | 0.0% | N/A | 0.000% | |
1/29/2025 | Sovran Advisors LLC | 532,000 | $3.03M | 0.4% | N/A | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 11,060 | $63K | 0.0% | N/A | 0.000% | |
1/27/2025 | Choreo LLC | 59,704 | $343K | 0.0% | -9.5% | 0.000% | |
1/27/2025 | Alexander Labrunerie & CO. Inc. | 36,189 | $206K | 0.1% | +18.6% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 112,330 | $639K | 0.0% | +127.3% | 0.000% | |
1/21/2025 | Encompass More Asset Management | 126,568 | $720K | 0.2% | +3.5% | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 133,257 | $758K | 0.0% | -1.3% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 10,825 | $62K | 0.0% | -19.6% | 0.000% | |
1/15/2025 | Sax Wealth Advisors LLC | 12,374 | $70K | 0.0% | -54.5% | 0.000% | |
1/14/2025 | Stolper Co | 213,107 | $1.21M | 0.4% | -2.5% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 42,907 | $244K | 0.0% | -8.4% | 0.000% | |
1/13/2025 | Boyce & Associates Wealth Consulting Inc. | 189,265 | $1.08M | 1.1% | +26.6% | 0.000% | |
1/10/2025 | ORG Partners LLC | 96,877 | $551K | 0.1% | -16.3% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 83,852 | $480K | 0.0% | -82.8% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 38,117 | $223K | 0.0% | -39.7% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 11,036 | $64K | 0.0% | -21.4% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 24,157 | $140K | 0.0% | -42.1% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 434,249 | $2.51M | 0.0% | -11.2% | 0.000% | |
11/14/2024 | Encompass More Asset Management | 122,335 | $708K | 0.3% | N/A | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 69,608 | $403K | 0.0% | +26.5% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 104,446 | $605K | 0.0% | +110.9% | 0.000% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 35,000 | $203K | 0.0% | -41.7% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 2,893,383 | $16.75M | 0.4% | +16.7% | 0.000% | |
11/12/2024 | Meridian Wealth Management LLC | 44,177 | $256K | 0.0% | +31.0% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 26,400 | $153K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 1,147,002 | $6.64M | 0.1% | -3.3% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 18,776 | $109K | 0.0% | -44.5% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,113,024 | $6.45M | 0.0% | -59.6% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 431,087 | $2.50M | 0.0% | -7.8% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 69,300 | $401K | 0.2% | -46.2% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 23,475 | $136K | 0.0% | -58.7% | 0.000% | |
10/29/2024 | Private Management Group Inc. | 240,351 | $1.39M | 0.0% | -86.1% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 90,615 | $525K | 0.0% | +647.8% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 487,124 | $2.82M | 0.0% | +479.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 46,362 | $268K | 0.0% | +158.1% | 0.000% | |
10/22/2024 | Alexander Labrunerie & CO. Inc. | 30,519 | $177K | 0.1% | +32.9% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 205,012 | $1.19M | 0.0% | -58.5% | 0.000% | |
10/18/2024 | Raymond James & Associates | 580,159 | $3.36M | 0.0% | -22.6% | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 32,045 | $186K | 0.1% | +5.8% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 58,777 | $340K | 0.0% | +5.0% | 0.000% | |
10/11/2024 | ORG Partners LLC | 115,765 | $670K | 0.1% | N/A | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 135,057 | $782K | 0.1% | -1.3% | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 16,729 | $97K | 0.0% | N/A | 0.000% | |
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10/10/2024 | Perfromance Wealth Partners LLC | 14,098 | $82K | 0.0% | N/A | 0.000% | |
10/9/2024 | Stolper Co | 218,467 | $1.27M | 0.4% | -2.2% | 0.000% | |
10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 149,544 | $866K | 0.9% | +7.0% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 46,818 | $271K | 0.0% | -7.4% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 14,036 | $77K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 383,527 | $2.13M | 0.0% | +7.8% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 63,225 | $354K | 0.0% | -19.4% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,140 | $34K | 0.0% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 467,787 | $2.60M | 0.0% | -9.0% | 0.000% | |
8/13/2024 | DCF Advisers LLC | 422,000 | $2.34M | 1.2% | +1.7% | 0.000% | |