3/24/2025 | Mascagni Wealth Management Inc. | 6,685 | $212K | 0.2% | N/A | 0.012% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 128,651 | $4.08M | 0.0% | +2.8% | 0.239% | |
2/18/2025 | Cornerstone Advisory LLC | 129,095 | $4.21M | 0.5% | N/A | 0.239% | |
2/18/2025 | RB Capital Management LLC | 63,187 | $2.00M | 0.5% | +7.2% | 0.117% | |
2/17/2025 | Waverly Advisors LLC | 11,278 | $357K | 0.0% | N/A | 0.021% | |
2/17/2025 | NorthRock Partners LLC | 11,156 | $354K | 0.0% | +66.8% | 0.021% | |
2/17/2025 | Cetera Investment Advisers | 25,483 | $808K | 0.0% | +22.7% | 0.047% | |
2/17/2025 | Bank of America Corp DE | 46,149 | $1.46M | 0.0% | +5.6% | 0.086% | |
2/17/2025 | Ameriprise Financial Inc. | 11,849 | $375K | 0.0% | +3.5% | 0.022% | |
2/14/2025 | AQR Arbitrage LLC | 32,920 | $1.04M | 0.0% | -41.4% | 0.061% | |
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2/14/2025 | Comerica Bank | 2,551 | $81K | 0.0% | +103.9% | 0.005% | |
2/14/2025 | Northern Trust Corp | 10,823 | $343K | 0.0% | -59.4% | 0.020% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 213,843 | $6.78M | 0.0% | -5.4% | 0.397% | |
2/14/2025 | Integrated Wealth Concepts LLC | 60,087 | $1.90M | 0.0% | -6.3% | 0.111% | |
2/14/2025 | Stifel Financial Corp | 95,546 | $3.03M | 0.0% | +0.9% | 0.177% | |
2/14/2025 | Shaker Financial Services LLC | 164,067 | $5.20M | 2.0% | +1.9% | 0.304% | |
2/14/2025 | Transce3nd LLC | 3,025 | $96K | 0.0% | N/A | 0.006% | |
2/14/2025 | First Trust Advisors LP | 56,749 | $1.80M | 0.0% | +4.7% | 0.105% | |
2/13/2025 | MSH Capital Advisors LLC | 10,970 | $348K | 0.1% | N/A | 0.020% | |
2/13/2025 | Twin Focus Capital Partners LLC | 11,611 | $368K | 0.1% | +5.6% | 0.022% | |
2/13/2025 | Anchor Investment Management LLC | 2,000 | $63K | 0.0% | N/A | 0.004% | |
2/13/2025 | Mariner LLC | 81,564 | $2.59M | 0.0% | +7.2% | 0.151% | |
2/13/2025 | Bessemer Group Inc. | 2,956 | $94K | 0.0% | -53.1% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 252,029 | $7.99M | 0.0% | -0.5% | 0.467% | |
2/12/2025 | Landscape Capital Management L.L.C. | 63,788 | $2.02M | 0.2% | -25.0% | 0.118% | |
2/12/2025 | Level Four Advisory Services LLC | 8,177 | $259K | 0.0% | N/A | 0.015% | |
2/12/2025 | JPMorgan Chase & Co. | 18,048 | $572K | 0.0% | +37.1% | 0.033% | |
2/12/2025 | Heritage Wealth Advisors | 19,028 | $603K | 0.0% | -5.7% | 0.035% | |
2/11/2025 | TIAA Trust National Association | 11,899 | $377K | 0.0% | N/A | 0.022% | |
2/11/2025 | CoreFirst Bank & Trust | 1,100 | $35K | 0.0% | N/A | 0.002% | |
2/11/2025 | LPL Financial LLC | 43,462 | $1.38M | 0.0% | -2.8% | 0.081% | |
2/11/2025 | 1620 Investment Advisors Inc. | 89,044 | $2.82M | 2.1% | +0.7% | 0.165% | |
2/10/2025 | Thrivent Financial for Lutherans | 51,675 | $1.71M | 0.0% | -7.9% | 0.096% | |
2/10/2025 | Altus Wealth Group LLC | 34,802 | $1.10M | 0.5% | -1.2% | 0.065% | |
2/10/2025 | Corient Private Wealth LLC | 12,724 | $403K | 0.0% | -2.9% | 0.024% | |
2/10/2025 | Commonwealth Equity Services LLC | 58,389 | $1.85M | 0.0% | +4.2% | 0.108% | |
2/7/2025 | HighTower Advisors LLC | 28,454 | $902K | 0.0% | +4.3% | 0.053% | |
2/7/2025 | Cornerstone Advisors LLC | 55,242 | $1.75M | 0.1% | -55.1% | 0.102% | |
2/7/2025 | Johnson Investment Counsel Inc. | 17,430 | $552K | 0.0% | +3.6% | 0.032% | |
2/7/2025 | Tower Wealth Partners Inc. | 13,731 | $435K | 0.2% | +7.0% | 0.025% | |
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2/7/2025 | PNC Financial Services Group Inc. | 7,848 | $249K | 0.0% | +115.7% | 0.015% | |
2/7/2025 | Mesirow Financial Investment Management Inc. | 12,188 | $386K | 0.0% | N/A | 0.023% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 411,731 | $13.05M | 2.5% | -0.2% | 0.764% | |
2/6/2025 | Raymond James Financial Inc. | 325,495 | $10.32M | 0.0% | N/A | 0.604% | |
2/3/2025 | Wolverine Asset Management LLC | 126,932 | $4.02M | 0.0% | +5.2% | 0.235% | |
2/3/2025 | Concurrent Investment Advisors LLC | 59,871 | $1.90M | 0.1% | +95.3% | 0.111% | |
1/31/2025 | D.A. Davidson & CO. | 80,628 | $2.56M | 0.0% | -0.9% | 0.150% | |
1/31/2025 | Sanctuary Advisors LLC | 68,080 | $2.22M | 0.0% | +8.1% | 0.126% | |
1/30/2025 | Sheaff Brock Investment Advisors LLC | 12,209 | $387K | 0.0% | +8.8% | 0.023% | |
1/30/2025 | Allworth Financial LP | 15,585 | $509K | 0.0% | +3.1% | 0.029% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 12,097 | $383K | 0.0% | +4.9% | 0.022% | |
1/29/2025 | Beckerman Institutional LLC | 41,632 | $1.32M | 1.1% | +1.7% | 0.077% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 273,012 | $8.65M | 0.0% | -38.2% | 0.506% | |
1/29/2025 | JSF Financial LLC | 9,787 | $310K | 0.1% | N/A | 0.018% | |
1/29/2025 | Savant Capital LLC | 18,950 | $601K | 0.0% | +1.7% | 0.035% | |
1/28/2025 | Apollon Wealth Management LLC | 10,255 | $325K | 0.0% | +14.0% | 0.019% | |
1/28/2025 | Mezzasalma Advisors LLC | 6,494 | $206K | 0.1% | N/A | 0.012% | |
1/28/2025 | Platform Technology Partners | 97,531 | $3.09M | 0.9% | +69.0% | 0.181% | |
1/27/2025 | Brown Lisle Cummings Inc. | 6,000 | $190K | 0.1% | -11.8% | 0.011% | |
1/23/2025 | Crews Bank & Trust | 8,509 | $270K | 0.0% | N/A | 0.016% | |
1/23/2025 | American Institute for Advanced Investment Management LLP | 11,440 | $363K | 0.3% | +6.1% | 0.021% | |
1/22/2025 | Foundations Investment Advisors LLC | 11,200 | $355K | 0.0% | +7.0% | 0.021% | |
1/21/2025 | Cora Capital Advisors LLC | 11,005 | $349K | 0.2% | +5.0% | 0.020% | |
1/17/2025 | Janney Montgomery Scott LLC | 10,876 | $345K | 0.0% | +4.9% | 0.020% | |
1/16/2025 | Priebe Wealth Holdings LLC | 10,407 | $330K | 0.2% | -6.4% | 0.019% | |
1/16/2025 | Uncommon Cents Investing LLC | 166,894 | $5.29M | 1.6% | -0.8% | 0.310% | |
1/16/2025 | Successful Portfolios LLC | 15,605 | $495K | 0.3% | +4.0% | 0.029% | |
1/16/2025 | Delta Capital Management LLC | 13,342 | $423K | 0.2% | -42.8% | 0.025% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 97,603 | $3.09M | 0.1% | -21.2% | 0.181% | |
1/14/2025 | Stolper Co | 55,019 | $1.74M | 0.6% | +3.7% | 0.102% | |
1/14/2025 | First Community Trust NA | 1,500 | $48K | 0.0% | -50.0% | 0.003% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 126,471 | $4.18M | 0.0% | +1.1% | 0.235% | |
1/8/2025 | International Assets Investment Management LLC | 7,459 | $233K | 0.0% | -96.8% | 0.014% | |
1/6/2025 | Bard Financial Services Inc. | 465,384 | $14.75M | 1.8% | -4.5% | 0.863% | |
12/26/2024 | JPMorgan Chase & Co. | 13,160 | $435K | 0.0% | +218.4% | 0.024% | |
11/25/2024 | Sanctuary Advisors LLC | 63,004 | $2.14M | 0.0% | +1.2% | 0.117% | |
11/20/2024 | Bard Financial Services Inc. | 487,413 | $16.10M | 1.9% | -4.7% | 0.904% | |
11/18/2024 | RB Capital Management LLC | 58,925 | $1.95M | 0.5% | +2.5% | 0.109% | |
11/15/2024 | EP Wealth Advisors LLC | 103,243 | $3.41M | 0.0% | N/A | 0.191% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 226,093 | $7.37M | 0.0% | N/A | 0.419% | |
11/15/2024 | Stifel Financial Corp | 94,702 | $3.13M | 0.0% | -4.5% | 0.176% | |
11/15/2024 | Integrated Wealth Concepts LLC | 64,141 | $2.12M | 0.0% | -6.3% | 0.119% | |
11/14/2024 | Walleye Capital LLC | 8,136 | $269K | 0.0% | N/A | 0.015% | |
11/13/2024 | D.A. Davidson & CO. | 81,380 | $2.69M | 0.0% | +0.4% | 0.151% | |
11/9/2024 | Landscape Capital Management L.L.C. | 85,081 | $2.81M | 0.3% | +74.5% | 0.158% | |
11/8/2024 | Cornerstone Advisors LLC | 122,919 | $4.06M | 0.2% | -26.6% | 0.228% | |
11/7/2024 | Thrivent Financial for Lutherans | 56,128 | $1.86M | 0.0% | +8.1% | 0.104% | |
11/6/2024 | Oppenheimer & Co. Inc. | 7,560 | $250K | 0.0% | -23.3% | 0.014% | |
11/5/2024 | Platform Technology Partners | 57,712 | $1.91M | 0.6% | N/A | 0.107% | |
11/4/2024 | Wolverine Asset Management LLC | 120,710 | $3.99M | 0.0% | +127.2% | 0.224% | |
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11/1/2024 | Beckerman Institutional LLC | 40,924 | $1.35M | 1.1% | N/A | 0.076% | |
10/31/2024 | Shaker Financial Services LLC | 161,057 | $5.32M | 2.0% | +69.7% | 0.299% | |
10/31/2024 | Concurrent Investment Advisors LLC | 30,659 | $1.01M | 0.0% | +4.5% | 0.057% | |
10/28/2024 | US Bancorp DE | 5,648 | $187K | 0.0% | +16.4% | 0.010% | |
10/25/2024 | 1620 Investment Advisors Inc. | 88,399 | $2.92M | 2.1% | -1.6% | 0.164% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 125,128 | $4.13M | 0.0% | +8.0% | 0.232% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 123,818 | $4.09M | 0.2% | -10.1% | 0.230% | |
10/22/2024 | International Assets Investment Management LLC | 232,295 | $7.03M | 0.0% | +3,203.9% | 0.431% | |
10/22/2024 | Altus Wealth Group LLC | 35,242 | $1.16M | 0.5% | -2.2% | 0.065% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 441,730 | $14.60M | 0.0% | +3.6% | 0.819% | |