8/5/2025 | Shaker Financial Services LLC | 125,826 | $1.57M | 0.6% | +17.0% | 0.000% | |
8/4/2025 | Kovack Advisors Inc. | 15,195 | $189K | 0.0% | N/A | 0.000% | |
8/4/2025 | Wolverine Asset Management LLC | 66,249 | $825K | 0.0% | +113.7% | 0.000% | |
7/31/2025 | Ranch Capital Advisors Inc. | 10,284 | $128K | 0.1% | -13.9% | 0.000% | |
7/31/2025 | Carnegie Investment Counsel | 16,119 | $201K | 0.0% | N/A | 0.000% | |
7/30/2025 | Castle Wealth Management LLC | 246,929 | $3.07M | 1.1% | +1.6% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 35,528 | $442K | 0.0% | +6.0% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 25,860 | $322K | 0.0% | +70.7% | 0.000% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 799,685 | $9.96M | 6.2% | +16.2% | 0.000% | |
7/28/2025 | Mutual Advisors LLC | 145,680 | $1.84M | 0.0% | -0.6% | 0.000% | |
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7/25/2025 | CWM LLC | 13,719 | $171K | 0.0% | +10.3% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 14,213 | $177K | 0.0% | -27.3% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 298,986 | $3.72M | 0.1% | -2.1% | 0.000% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 346,710 | $4.32M | 0.3% | -13.5% | 0.000% | |
7/23/2025 | Abel Hall LLC | 26,000 | $324K | 0.1% | N/A | 0.000% | |
7/21/2025 | Future Financial Wealth Managment LLC | 65,086 | $810K | 0.6% | +2.5% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 22,087 | $275K | 0.0% | -71.2% | 0.000% | |
7/18/2025 | PFG Investments LLC | 10,540 | $131K | 0.0% | N/A | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 176,616 | $2.20M | 0.3% | +2.2% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 14,141 | $176K | 0.0% | -17.5% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 84,140 | $1.05M | 0.0% | -7.6% | 0.000% | |
7/17/2025 | Avior Wealth Management LLC | 55,236 | $688K | 0.0% | -4.8% | 0.000% | |
7/16/2025 | ORG Wealth Partners LLC | 89,678 | $1.12M | 0.3% | +12.7% | 0.000% | |
7/15/2025 | Regatta Capital Group LLC | 24,515 | $305K | 0.1% | N/A | 0.000% | |
7/15/2025 | Fortitude Family Office LLC | 4,000 | $50K | 0.0% | N/A | 0.000% | |
7/14/2025 | Wealth Advisory Solutions LLC | 353,564 | $4.40M | 1.1% | +3.4% | 0.000% | |
7/14/2025 | Sweeney & Michel LLC | 65,762 | $815K | 0.3% | -2.3% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 67,168 | $836K | 0.0% | +5.7% | 0.000% | |
7/11/2025 | Quad Cities Investment Group LLC | 192,438 | $2.40M | 1.1% | +0.6% | 0.000% | |
7/11/2025 | Vanguard Capital Wealth Advisors | 17,500 | $218K | 0.2% | -46.2% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 3,554 | $44K | 0.0% | -32.3% | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 2,420 | $30K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 110,960 | $1.39M | 0.0% | -2.7% | 0.000% | |
7/9/2025 | Breakwater Capital Group | 45,160 | $562K | 0.1% | +27.3% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 7,676 | $96K | 0.0% | +32.2% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 68,886 | $858K | 0.1% | -4.5% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 12,940 | $163K | 0.0% | -13.4% | 0.000% | |
5/21/2025 | Beacon Capital Management Inc. | 62,000 | $776K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,606 | $58K | 0.0% | +102.5% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 21,138 | $265K | 0.0% | +26.4% | 0.000% | |
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5/16/2025 | Josh Arnold Investment Consultant LLC | 42,050 | $528K | 0.4% | +2.4% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 200,643 | $2.52M | 0.0% | -23.6% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 1,792,376 | $22.51M | 0.0% | +102.6% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 63,671 | $800K | 0.0% | +14.6% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 145,178 | $1.82M | 0.7% | -14.8% | 0.000% | |
5/14/2025 | PKS Advisory Services LLC | 15,718 | $197K | 0.1% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 85,269 | $1.07M | 0.0% | +176.0% | 0.000% | |
5/14/2025 | CW Advisors LLC | 74,116 | $931K | 0.0% | +534.8% | 0.000% | |
5/14/2025 | Venture Visionary Partners LLC | 17,007 | $214K | 0.0% | +17.1% | 0.000% | |
5/13/2025 | Elequin Capital LP | 18,047 | $227K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,960,684 | $24.63M | 0.0% | +2.7% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 27,266 | $342K | 0.0% | +133.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 52,200 | $656K | 0.0% | +32.6% | 0.000% | |
5/12/2025 | Cooper Financial Group | 69,623 | $874K | 0.1% | -1.4% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 30,995 | $389K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 53,282 | $669K | 0.1% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,719 | $248K | 0.0% | -50.7% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 107,500 | $1.35M | 0.5% | N/A | 0.000% | |
5/9/2025 | Sound Financial Strategies Group LLC | 95,624 | $1.20M | 1.1% | N/A | 0.000% | |
5/9/2025 | Delta Financial Group Inc. | 31,025 | $390K | 0.1% | -2.9% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,450 | $43K | 0.0% | -92.1% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 23,228 | $292K | 0.0% | -13.4% | 0.000% | |
5/8/2025 | US Bancorp DE | 25,472 | $320K | 0.0% | -9.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 723,444 | $9.09M | 0.0% | -24.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 177,281 | $2.23M | 0.0% | +7.9% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 14,715 | $185K | 0.0% | N/A | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 53,292 | $669K | 0.0% | -2.0% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 199,201 | $2.50M | 0.0% | +2.3% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 7,536 | $95K | 0.0% | -35.7% | 0.000% | |
5/2/2025 | Fortress Wealth Management Inc. | 264,869 | $3.33M | 1.7% | +134.3% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 305,290 | $3.83M | 0.1% | -1.5% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 25,439 | $320K | 0.0% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 10,994 | $131K | 0.0% | +11.9% | 0.000% | |
4/30/2025 | Wealth Advisory Solutions LLC | 342,090 | $4.30M | 1.1% | +8.5% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 15,147 | $190K | 0.0% | -24.6% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 26,262 | $330K | 0.0% | +21.6% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 28,637 | $360K | 0.0% | -28.1% | 0.000% | |
4/28/2025 | Castle Wealth Management LLC | 243,046 | $3.05M | 1.2% | +3.6% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 146,538 | $1.74M | 0.0% | -1.8% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 76,667 | $938K | 0.0% | -63.7% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 21,286 | $267K | 0.1% | -4.5% | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 47,665 | $599K | 0.0% | +266.0% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 10,000 | $126K | 0.0% | +100.0% | 0.000% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 687,972 | $8.64M | 6.0% | +29.0% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 172,890 | $2.17M | 0.3% | +4.6% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 145,967 | $1.83M | 0.0% | +2.1% | 0.000% | |
4/22/2025 | XML Financial LLC | 10,680 | $134K | 0.0% | N/A | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 278,629 | $3.50M | 0.0% | +18.9% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 58,013 | $729K | 0.0% | -9.6% | 0.000% | |
4/21/2025 | ORG Wealth Partners LLC | 79,570 | $1.01M | 0.3% | +1,173.1% | 0.000% | |
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4/17/2025 | Sowell Financial Services LLC | 63,559 | $798K | 0.0% | -3.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 91,043 | $1.14M | 0.0% | -1.8% | 0.000% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 400,710 | $5.03M | 0.3% | +31.4% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 114,020 | $1.43M | 0.0% | +8.2% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 5,248 | $66K | 0.0% | +246.2% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 17,141 | $215K | 0.0% | +5.6% | 0.000% | |
4/11/2025 | Vanguard Capital Wealth Advisors | 32,500 | $408K | 0.5% | +8.3% | 0.000% | |
4/10/2025 | Breakwater Capital Group | 35,466 | $445K | 0.1% | +90.5% | 0.000% | |
4/10/2025 | Lake Street Private Wealth LLC | 404,250 | $5.08M | 0.8% | +3.0% | 0.000% | |
4/9/2025 | HBW Advisory Services LLC | 72,122 | $906K | 0.1% | +3.4% | 0.000% | |