8/15/2025 | Corient Private Wealth LLC | 33,491 | $291K | 0.0% | +99.9% | 0.016% | |
8/15/2025 | Captrust Financial Advisors | 33,947 | $295K | 0.0% | +65.0% | 0.016% | |
8/15/2025 | Bank of America Corp DE | 925,266 | $8.04M | 0.0% | -2.3% | 0.446% | |
8/15/2025 | Ameriprise Financial Inc. | 202,819 | $1.76M | 0.0% | -15.9% | 0.098% | |
8/14/2025 | Jane Street Group LLC | 11,630 | $101K | 0.0% | N/A | 0.006% | |
8/14/2025 | Raymond James Financial Inc. | 1,771,323 | $15.39M | 0.0% | -23.2% | 0.853% | |
8/13/2025 | Capital Advisors Wealth Management LLC | 22,332 | $194K | 0.0% | +50.9% | 0.011% | |
8/13/2025 | Brown Advisory Inc. | 32,674 | $284K | 0.0% | -25.7% | 0.016% | |
8/13/2025 | Baird Financial Group Inc. | 240,372 | $2.09M | 0.0% | +4.0% | 0.116% | |
8/13/2025 | Guggenheim Capital LLC | 1,550,540 | $13.47M | 0.1% | +2.8% | 0.747% | |
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8/13/2025 | Plan Group Financial LLC | 12,978 | $113K | 0.0% | N/A | 0.006% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,873 | $60K | 0.0% | +30.8% | 0.003% | |
8/13/2025 | Johnson Financial Group Inc. | 41,500 | $362K | 0.0% | -42.8% | 0.020% | |
8/13/2025 | Choreo LLC | 11,938 | $104K | 0.0% | N/A | 0.006% | |
8/12/2025 | Advisors Asset Management Inc. | 355,312 | $3.09M | 0.1% | -25.0% | 0.171% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 90,837 | $789K | 0.0% | -18.1% | 0.044% | |
8/12/2025 | WealthBridge Capital Management LLC | 31,710 | $276K | 0.1% | -22.5% | 0.015% | |
8/12/2025 | Franklin Resources Inc. | 13,060 | $113K | 0.0% | N/A | 0.006% | |
8/12/2025 | MAI Capital Management | 34,026 | $296K | 0.0% | +4.1% | 0.016% | |
8/12/2025 | PKS Advisory Services LLC | 91,720 | $797K | 0.2% | +101.8% | 0.044% | |
8/11/2025 | Wealthspire Advisors LLC | 11,090 | $96K | 0.0% | -48.4% | 0.005% | |
8/8/2025 | Tortoise Investment Management LLC | 765,156 | $6.65M | 0.6% | -43.7% | 0.369% | |
8/8/2025 | Rockefeller Capital Management L.P. | 491,082 | $4.27M | 0.0% | +25.7% | 0.237% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 101,974 | $886K | 0.1% | -20.4% | 0.049% | |
8/8/2025 | Cetera Investment Advisers | 110,887 | $964K | 0.0% | +25.9% | 0.053% | |
8/8/2025 | Creative Planning | 19,029 | $165K | 0.0% | -11.5% | 0.009% | |
8/7/2025 | Allworth Financial LP | 86,534 | $752K | 0.0% | N/A | 0.042% | |
8/7/2025 | Summit X LLC | 24,391 | $212K | 0.0% | -45.5% | 0.012% | |
8/7/2025 | King Luther Capital Management Corp | 40,000 | $348K | 0.0% | N/A | 0.019% | |
8/6/2025 | Prospera Financial Services Inc | 474,774 | $4.13M | 0.1% | -1.0% | 0.229% | |
8/6/2025 | Wedbush Securities Inc. | 48,349 | $420K | 0.0% | -5.4% | 0.023% | |
8/6/2025 | SouthState Corp | 6,718 | $58K | 0.0% | N/A | 0.003% | |
8/1/2025 | Oarsman Capital Inc. | 10,692 | $93K | 0.0% | -17.4% | 0.005% | |
8/1/2025 | Petra Financial Advisors Inc. | 14,038 | $122K | 0.1% | -9.4% | 0.007% | |
8/1/2025 | Envestnet Asset Management Inc. | 32,544 | $283K | 0.0% | +6.6% | 0.016% | |
7/31/2025 | Optimum Investment Advisors | 43,700 | $380K | 0.2% | -22.2% | 0.021% | |
7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 128,959 | $1.12M | 1.3% | +38.9% | 0.062% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 22,913 | $199K | 0.0% | N/A | 0.011% | |
7/31/2025 | Moloney Securities Asset Management LLC | 12,039 | $105K | 0.0% | -45.4% | 0.006% | |
7/31/2025 | AlTi Global Inc. | 132,210 | $1.15M | 0.0% | -23.6% | 0.064% | |
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7/30/2025 | Roman Butler Fullerton & Co. | 224,776 | $1.92M | 0.6% | +1.1% | 0.108% | |
7/30/2025 | D.A. Davidson & CO. | 16,972 | $147K | 0.0% | N/A | 0.008% | |
7/29/2025 | Stephens Inc. AR | 15,333 | $133K | 0.0% | -38.3% | 0.007% | |
7/29/2025 | Chicago Partners Investment Group LLC | 784,377 | $6.64M | 0.2% | -0.6% | 0.378% | |
7/29/2025 | Dumont & Blake Investment Advisors LLC | 16,217 | $141K | 0.0% | +27.9% | 0.008% | |
7/29/2025 | Koshinski Asset Management Inc. | 166,513 | $1.45M | 0.1% | -0.8% | 0.080% | |
7/29/2025 | Stratos Wealth Partners LTD. | 44,225 | $384K | 0.0% | +10.9% | 0.021% | |
7/28/2025 | Callahan Advisors LLC | 46,001 | $400K | 0.0% | -51.3% | 0.022% | |
7/25/2025 | MGO One Seven LLC | 26,648 | $232K | 0.0% | -28.5% | 0.013% | |
7/25/2025 | Dynamic Financial Group | 153,522 | $1.33M | 1.3% | +47.5% | 0.074% | |
7/25/2025 | Concurrent Investment Advisors LLC | 89,363 | $777K | 0.0% | +24.7% | 0.043% | |
7/24/2025 | Coordinated Financial Services Inc. | 10,000 | $87K | 0.1% | N/A | 0.005% | |
7/23/2025 | Bar Harbor Wealth Management | 295,458 | $2.57M | 0.2% | -16.4% | 0.142% | |
7/23/2025 | Narwhal Capital Management | 26,100 | $227K | 0.0% | +105.1% | 0.013% | |
7/23/2025 | Citizens National Bank Trust Department | 149,175 | $1.30M | 0.3% | -6.4% | 0.072% | |
7/23/2025 | Seamount Financial Group Inc. | 62,799 | $546K | 0.3% | +4.7% | 0.030% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 19,516 | $170K | 0.0% | -20.4% | 0.009% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 41,215 | $358K | 0.0% | -14.1% | 0.020% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,753 | $33K | 0.0% | N/A | 0.002% | |
7/17/2025 | Capital Investment Advisors LLC | 34,815 | $303K | 0.0% | -3.6% | 0.017% | |
7/17/2025 | Janney Montgomery Scott LLC | 142,681 | $1.24M | 0.0% | -7.6% | 0.069% | |
7/16/2025 | ORG Wealth Partners LLC | 14,773 | $129K | 0.0% | -25.8% | 0.007% | |
7/16/2025 | True North Advisors LLC | 412,922 | $3.59M | 0.7% | -19.2% | 0.199% | |
7/16/2025 | Dakota Wealth Management | 15,533 | $135K | 0.0% | -26.5% | 0.007% | |
7/15/2025 | Sightline Wealth Advisors LLC | 13,099 | $114K | 0.1% | -21.0% | 0.006% | |
7/14/2025 | Golden State Equity Partners | 16,066 | $140K | 0.0% | N/A | 0.008% | |
7/14/2025 | Caitlin John LLC | 11,000 | $96K | 0.1% | -29.5% | 0.005% | |
7/11/2025 | Annex Advisory Services LLC | 11,590 | $101K | 0.0% | N/A | 0.006% | |
7/11/2025 | Congress Park Capital LLC | 551,632 | $4.79M | 1.6% | +9.7% | 0.266% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,021 | $236K | 0.0% | +85.7% | 0.013% | |
7/10/2025 | High Net Worth Advisory Group LLC | 70,000 | $608K | 0.2% | +7.7% | 0.034% | |
7/9/2025 | Breakwater Capital Group | 89,998 | $782K | 0.1% | -31.4% | 0.043% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 47,337 | $411K | 0.1% | N/A | 0.023% | |
6/27/2025 | Goldman Sachs Group Inc. | 12,692 | $111K | 0.0% | N/A | 0.006% | |
5/20/2025 | Focus Partners Wealth | 61,646 | $541K | 0.0% | +101.2% | 0.030% | |
5/16/2025 | Goldman Sachs Group Inc. | 12,692 | $111K | 0.0% | N/A | 0.006% | |
5/16/2025 | NewEdge Advisors LLC | 24,470 | $215K | 0.0% | -15.5% | 0.012% | |
5/16/2025 | Advisors Asset Management Inc. | 473,877 | $4.16M | 0.1% | -12.0% | 0.228% | |
5/16/2025 | 1607 Capital Partners LLC | 2,718,221 | $23.84M | 1.9% | +2.4% | 1.310% | |
5/15/2025 | Royal Bank of Canada | 509,410 | $4.47M | 0.0% | +5.4% | 0.245% | |
5/15/2025 | Baird Financial Group Inc. | 231,184 | $2.03M | 0.0% | +3.3% | 0.111% | |
5/15/2025 | Tortoise Investment Management LLC | 1,359,761 | $11.93M | 1.2% | -26.0% | 0.655% | |
5/15/2025 | Oarsman Capital Inc. | 12,942 | $114K | 0.0% | +84.9% | 0.006% | |
5/14/2025 | Guggenheim Capital LLC | 1,507,789 | $13.22M | 0.1% | +4.7% | 0.726% | |
5/14/2025 | PKS Advisory Services LLC | 45,450 | $399K | 0.1% | -4.2% | 0.022% | |
5/14/2025 | Westchester Capital Management LLC | 59,644 | $523K | 0.0% | -17.5% | 0.029% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,256 | $46K | 0.0% | -27.6% | 0.003% | |
5/14/2025 | Caitlin John LLC | 15,600 | $137K | 0.1% | +23.8% | 0.008% | |
5/14/2025 | Kestra Advisory Services LLC | 125,374 | $1.10M | 0.0% | +4.2% | 0.060% | |
5/13/2025 | Raymond James Financial Inc. | 2,307,649 | $20.24M | 0.0% | -0.3% | 1.112% | |
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5/13/2025 | Dynamic Financial Group | 104,061 | $913K | 0.9% | +452.5% | 0.050% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,012,078 | $17.65M | 0.1% | +2.9% | 0.969% | |
5/13/2025 | Dagco Inc. | 4,753 | $42K | 0.0% | N/A | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 107,421 | $942K | 0.0% | +5.6% | 0.052% | |
5/12/2025 | Virtu Financial LLC | 14,696 | $129K | 0.0% | -30.6% | 0.007% | |
5/12/2025 | True North Advisors LLC | 510,777 | $4.48M | 0.8% | N/A | 0.246% | |
5/12/2025 | Flagship Wealth Advisors LLC | 5,625 | $49K | 0.0% | +80.0% | 0.003% | |
5/12/2025 | Cresta Advisors Ltd. | 180,840 | $1.59M | 0.8% | -14.2% | 0.087% | |
5/9/2025 | Wealthspire Advisors LLC | 21,480 | $188K | 0.0% | +104.8% | 0.010% | |
5/9/2025 | Ackerman Capital Advisors LLC | 14,982 | $131K | 0.0% | -68.4% | 0.007% | |