8/1/2025 | Envestnet Asset Management Inc. | 104,589 | $1.34M | 0.0% | -2.5% | 0.000% | |
7/25/2025 | Integrated Capital Management Inc. | 18,406 | $236K | 0.2% | N/A | 0.000% | |
7/24/2025 | Accredited Investor Services LLC | 16,394 | $210K | 0.2% | -9.7% | 0.000% | |
7/11/2025 | Congress Park Capital LLC | 553,070 | $7.10M | 2.3% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 67,408 | $866K | 0.0% | -14.9% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 11,389 | $132K | 0.0% | +56.7% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 22,502 | $260K | 0.0% | -81.2% | 0.000% | |
5/16/2025 | Ionic Capital Management LLC | 38,706 | $447K | 0.1% | -75.0% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 706,004 | $8.16M | 0.2% | -77.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 95,896 | $1.11M | 0.0% | -75.8% | 0.000% | |
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5/15/2025 | WPG Advisers LLC | 2,549 | $29K | 0.0% | N/A | 0.000% | |
5/14/2025 | Walleye Capital LLC | 13,645 | $158K | 0.0% | -14.8% | 0.000% | |
5/13/2025 | Elequin Capital LP | 8,621 | $100K | 0.0% | N/A | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 14,089 | $163K | 0.0% | -82.1% | 0.000% | |
5/12/2025 | Invesco Ltd. | 82,715 | $956K | 0.0% | -67.8% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 60,799 | $703K | 0.0% | N/A | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 21,783 | $252K | 0.1% | -56.4% | 0.000% | |
5/7/2025 | LPL Financial LLC | 172,458 | $1.99M | 0.0% | -70.9% | 0.000% | |
5/6/2025 | Choreo LLC | 18,242 | $211K | 0.0% | -77.1% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 10,338 | $120K | 0.0% | -75.0% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 18,163 | $210K | 0.2% | N/A | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 86,723 | $1.00M | 0.3% | -67.4% | 0.000% | |
4/30/2025 | Twelve Points Wealth Management LLC | 48,093 | $556K | 0.2% | -75.6% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 107,267 | $1.24M | 0.0% | -75.2% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 268,327 | $3.10M | 0.1% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 68,543 | $792K | 0.0% | -71.5% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,846 | $299K | 0.0% | -75.6% | 0.000% | |
4/22/2025 | PFG Investments LLC | 10,239 | $118K | 0.0% | -75.6% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 12,875 | $149K | 0.0% | N/A | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 79,246 | $916K | 0.0% | -76.0% | 0.000% | |
4/11/2025 | Gridiron Partners LLC | 135,329 | $1.56M | 1.0% | -63.1% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 12,011 | $139K | 0.0% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 329,716 | $1.03M | 0.0% | +0.8% | 0.000% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 22,721 | $71K | 0.0% | +6.0% | 0.000% | |
2/17/2025 | Ionic Capital Management LLC | 154,827 | $485K | 0.0% | +221.7% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 12,502 | $39K | 0.0% | -95.6% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 962,292 | $3.01M | 0.0% | -4.3% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 10,313 | $32K | 0.0% | N/A | 0.000% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 8,250 | $26K | 0.0% | N/A | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 49,949 | $156K | 0.1% | -73.8% | 0.000% | |
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2/13/2025 | NewEdge Advisors LLC | 119,512 | $374K | 0.0% | -12.9% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 16,010 | $50K | 0.0% | N/A | 0.000% | |
2/13/2025 | Mariner LLC | 68,380 | $214K | 0.0% | +5.9% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 205,893 | $644K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 256,782 | $804K | 0.0% | +113.3% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 432,650 | $1.35M | 0.0% | +2.5% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 42,594 | $133K | 0.0% | -13.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 140,843 | $441K | 0.0% | -66.3% | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 265,789 | $832K | 0.2% | +51.5% | 0.000% | |
2/11/2025 | LPL Financial LLC | 592,550 | $1.86M | 0.0% | +103.8% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 3,093,637 | $9.68M | 0.2% | +5.5% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 242,479 | $759K | 0.0% | +11.4% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 78,762 | $247K | 0.0% | -9.3% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 205,893 | $644K | 0.0% | N/A | 0.000% | |
2/5/2025 | SVB Wealth LLC | 25,150 | $79K | 0.0% | N/A | 0.000% | |
2/5/2025 | Illumine Investment Management LLC | 18,780 | $59K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 240,343 | $752K | 0.0% | +25.1% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 133,853 | $419K | 0.0% | +4.4% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 31,432 | $98K | 0.0% | +152.8% | 0.000% | |
1/27/2025 | Choreo LLC | 79,617 | $252K | 0.0% | +5.4% | 0.000% | |
1/23/2025 | Sonora Investment Management Group LLC | 32,000 | $100K | 0.0% | -11.3% | 0.000% | |
1/23/2025 | Twelve Points Wealth Management LLC | 197,476 | $618K | 0.2% | -7.6% | 0.000% | |
1/22/2025 | PFG Investments LLC | 42,038 | $132K | 0.0% | -10.8% | 0.000% | |
1/15/2025 | Congress Park Capital LLC | 1,792,142 | $5.61M | 2.0% | +30.5% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 453,458 | $1.42M | 0.0% | +5.3% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 14,139 | $46K | 0.0% | -31.9% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 20,137 | $63K | 0.0% | +44.2% | 0.000% | |
11/15/2024 | Ionic Capital Management LLC | 48,133 | $150K | 0.0% | N/A | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 418,138 | $1.30M | 0.1% | -2.3% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 2,931,534 | $9.12M | 0.2% | +8.1% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,408,269 | $4.38M | 0.0% | +27.2% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 192,180 | $598K | 0.0% | N/A | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 25,139 | $78K | 0.0% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 190,638 | $593K | 0.2% | +50.1% | 0.000% | |
10/28/2024 | William Howard & Co Financial Advisors Inc | 31,565 | $98K | 0.1% | N/A | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 327,079 | $1.02M | 0.0% | -18.3% | 0.000% | |
10/24/2024 | PFG Investments LLC | 47,150 | $147K | 0.0% | -23.9% | 0.000% | |
10/22/2024 | Greenleaf Trust | 24,719 | $77K | 0.0% | N/A | 0.000% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,000 | $40K | 0.0% | N/A | 0.000% | |
10/21/2024 | Wealth Effects LLC | 14,200 | $44K | 0.0% | N/A | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 1,373,401 | $4.27M | 1.6% | +58.1% | 0.000% | |
10/8/2024 | Integrated Capital Management Inc. | 81,897 | $255K | 0.2% | +6.0% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 430,653 | $1.34M | 0.0% | -1.3% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 20,766 | $59K | 0.0% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 14,352 | $42K | 0.0% | -26.8% | 0.000% | |
8/21/2024 | Truist Financial Corp | 356,281 | $1.04M | 0.0% | -6.6% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 12,918 | $38K | 0.0% | -71.7% | 0.000% | |
8/14/2024 | Heron Bay Capital Management | 1,904,453 | $5.56M | 1.2% | -0.4% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 345,190 | $1.01M | 0.0% | -25.8% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 34,289 | $100K | 0.0% | N/A | 0.000% | |
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8/8/2024 | Sykon Capital LLC | 10,000 | $29K | 0.0% | N/A | 0.000% | |
8/7/2024 | Choreo LLC | 72,428 | $211K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 126,982 | $371K | 0.2% | -65.8% | 0.000% | |
7/16/2024 | Great Valley Advisor Group Inc. | 11,059 | $32K | 0.0% | N/A | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 400,533 | $1.17M | 0.0% | -23.5% | 0.000% | |
7/12/2024 | Congress Park Capital LLC | 868,547 | $2.54M | 1.0% | -13.0% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 77,251 | $226K | 0.2% | +19.4% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 436,106 | $1.27M | 0.0% | -1.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 293,277 | $877K | 0.0% | N/A | 0.000% | |
5/15/2024 | SVB Wealth LLC | 25,150 | $75K | 0.0% | N/A | 0.000% | |