8/1/2025 | First National Trust Co | 15,476 | $341K | 0.0% | +3.2% | 0.034% | |
8/1/2025 | Envestnet Asset Management Inc. | 75,091 | $1.66M | 0.0% | -23.7% | 0.167% | |
7/29/2025 | Empirical Asset Management LLC | 114,908 | $2.53M | 0.8% | +4.1% | 0.255% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 16,303 | $359K | 0.0% | +34.4% | 0.036% | |
7/24/2025 | Strengthening Families & Communities LLC | 1,174 | $26K | 0.0% | N/A | 0.003% | |
7/24/2025 | US Bancorp DE | 42,817 | $944K | 0.0% | -38.8% | 0.095% | |
7/21/2025 | Quent Capital LLC | 676,447 | $14.91M | 1.4% | +22.1% | 1.503% | |
7/21/2025 | Washington Growth Strategies LLC | 135,919 | $3.00M | 2.3% | +590,852.2% | 0.302% | |
7/18/2025 | PFG Investments LLC | 53,112 | $1.17M | 0.1% | +0.9% | 0.118% | |
7/17/2025 | Fifth Third Securities Inc. | 10,783 | $238K | 0.0% | +19.6% | 0.024% | |
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7/17/2025 | Sound Income Strategies LLC | 1,852 | $41K | 0.0% | N/A | 0.004% | |
7/16/2025 | Patton Fund Management Inc. | 69,454 | $1.53M | 1.1% | -1.8% | 0.154% | |
7/10/2025 | Sovran Advisors LLC | 136,380 | $3.08M | 0.3% | -3.3% | 0.302% | |
7/9/2025 | Breakwater Investment Management | 8,493 | $187K | 0.1% | -57.3% | 0.019% | |
7/9/2025 | Krilogy Financial LLC | 10,210 | $225K | 0.0% | -25.6% | 0.023% | |
6/27/2025 | Goldman Sachs Group Inc. | 270,598 | $6.16M | 0.0% | +41.6% | 0.627% | |
5/19/2025 | Jane Street Group LLC | 259,220 | $5.90M | 0.0% | N/A | 0.616% | |
5/16/2025 | Goldman Sachs Group Inc. | 270,598 | $6.16M | 0.0% | +41.6% | 0.643% | |
5/16/2025 | Amundi | 7,500 | $165K | 0.0% | +41.5% | 0.018% | |
5/14/2025 | Comerica Bank | 6,383 | $145K | 0.0% | -40.0% | 0.015% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 37,495 | $854K | 0.0% | +53.5% | 0.089% | |
5/14/2025 | Gould Capital LLC | 1,806 | $41K | 0.0% | -24.4% | 0.004% | |
5/14/2025 | Flow Traders U.S. LLC | 25,210 | $574K | 0.0% | N/A | 0.060% | |
5/14/2025 | M Holdings Securities Inc. | 89,747 | $2.04M | 0.3% | +28.8% | 0.213% | |
5/13/2025 | HighTower Advisors LLC | 49,641 | $1.13M | 0.0% | -11.2% | 0.118% | |
5/12/2025 | AlphaCore Capital LLC | 11,348 | $258K | 0.0% | N/A | 0.027% | |
5/9/2025 | Deutsche Bank AG | 798,133 | $18.17M | 0.0% | +23.7% | 1.905% | |
5/9/2025 | Generation Capital Management LLC | 49,310 | $1.12M | 1.0% | +1.4% | 0.118% | |
5/9/2025 | Scotia Capital Inc. | 66,624 | $1.52M | 0.0% | +12.0% | 0.159% | |
5/8/2025 | MONECO Advisors LLC | 95,438 | $2.17M | 0.2% | -1.0% | 0.228% | |
5/8/2025 | Moors & Cabot Inc. | 38,207 | $870K | 0.0% | +4.9% | 0.091% | |
5/8/2025 | US Bancorp DE | 69,974 | $1.59M | 0.0% | +352.1% | 0.167% | |
5/8/2025 | Davis R M Inc. | 9,150 | $208K | 0.0% | N/A | 0.022% | |
5/7/2025 | Mycio Wealth Partners LLC | 11,165 | $254K | 0.1% | N/A | 0.027% | |
5/7/2025 | Mackenzie Financial Corp | 12,374 | $282K | 0.0% | N/A | 0.030% | |
5/7/2025 | LPL Financial LLC | 88,305 | $2.01M | 0.0% | +1.7% | 0.211% | |
5/6/2025 | Assetmark Inc. | 9,582 | $218K | 0.0% | -68.8% | 0.023% | |
5/6/2025 | Cetera Investment Advisers | 11,817 | $269K | 0.0% | +4.6% | 0.028% | |
5/5/2025 | OneAscent Financial Services LLC | 61,282 | $1.40M | 0.1% | +18.3% | 0.146% | |
5/2/2025 | Sumitomo Life Insurance Co. | 2,208,431 | $50.29M | 1.8% | +38.3% | 5.271% | |
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5/1/2025 | Schechter Investment Advisors LLC | 144,259 | $3.29M | 0.3% | -0.4% | 0.344% | |
5/1/2025 | Fifth Third Securities Inc. | 9,019 | $205K | 0.0% | N/A | 0.022% | |
4/30/2025 | Strategic Investment Management LLC | 873,720 | $19.90M | 8.0% | -7.3% | 2.085% | |
4/30/2025 | Wealth Advisory Solutions LLC | 29,606 | $674K | 0.2% | N/A | 0.071% | |
4/30/2025 | Sierra Capital LLC | 21,648 | $493K | 0.1% | +84.4% | 0.052% | |
4/29/2025 | Envestnet Asset Management Inc. | 98,408 | $2.24M | 0.0% | +86.7% | 0.235% | |
4/29/2025 | DT Investment Partners LLC | 164,685 | $3.75M | 0.4% | -5.6% | 0.393% | |
4/29/2025 | Bank of New York Mellon Corp | 194,750 | $4.43M | 0.0% | -3.6% | 0.465% | |
4/25/2025 | Red Cedar Investment Management LLC | 184,379 | $4.20M | 0.6% | -4.5% | 0.440% | |
4/23/2025 | Golden State Wealth Management LLC | 8,558 | $195K | 0.0% | +100.0% | 0.020% | |
4/22/2025 | Castleview Partners LLC | 20,804 | $474K | 0.3% | N/A | 0.050% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,126 | $276K | 0.0% | N/A | 0.029% | |
4/17/2025 | Patton Fund Management Inc. | 70,735 | $1.61M | 0.4% | -9.2% | 0.153% | |
4/17/2025 | Inscription Capital LLC | 242,252 | $5.34M | 0.9% | N/A | 0.523% | |
4/17/2025 | Breakwater Investment Management | 19,885 | $453K | 0.2% | -26.2% | 0.043% | |
4/9/2025 | NBC Securities Inc. | 2,160 | $49K | 0.0% | +107,900.0% | 0.005% | |
4/4/2025 | Quent Capital LLC | 554,181 | $12.62M | 1.3% | +9.4% | 1.197% | |
2/21/2025 | Aurdan Capital Management LLC | 10,550 | $230K | 0.1% | N/A | 0.022% | |
2/18/2025 | Sunbelt Securities Inc. | 2,331 | $50K | 0.0% | N/A | 0.005% | |
2/17/2025 | Deutsche Bank AG | 645,356 | $14.05M | 0.0% | +130.2% | 1.383% | |
2/17/2025 | Cetera Investment Advisers | 11,300 | $246K | 0.0% | -16.9% | 0.024% | |
2/17/2025 | Bank of America Corp DE | 431,399 | $9.39M | 0.0% | -49.9% | 0.925% | |
2/17/2025 | Ameriprise Financial Inc. | 17,392 | $379K | 0.0% | -73.2% | 0.037% | |
2/14/2025 | Stifel Financial Corp | 45,507 | $991K | 0.0% | +8.7% | 0.098% | |
2/14/2025 | Generation Capital Management LLC | 48,635 | $1.06M | 0.9% | N/A | 0.104% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 1,414 | $28K | 0.0% | N/A | 0.003% | |
2/13/2025 | First Commonwealth Financial Corp PA | 11,675 | $254K | 0.1% | -15.8% | 0.025% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,787 | $257K | 0.3% | N/A | 0.025% | |
2/13/2025 | M Holdings Securities Inc. | 69,664 | $1.52M | 0.2% | +52.3% | 0.149% | |
2/13/2025 | Mariner LLC | 40,028 | $871K | 0.0% | -5.5% | 0.086% | |
2/13/2025 | Scotia Capital Inc. | 59,483 | $1.30M | 0.0% | +5.2% | 0.128% | |
2/13/2025 | F M Investments LLC | 26,166 | $570K | 0.0% | -50.0% | 0.056% | |
2/13/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
2/13/2025 | Advisory Services Network LLC | 41,602 | $906K | 0.0% | -55.4% | 0.089% | |
2/13/2025 | Bank of Montreal Can | 16,199 | $353K | 0.0% | -27.2% | 0.035% | |
2/13/2025 | Envestnet Asset Management Inc. | 52,702 | $1.15M | 0.0% | -54.5% | 0.113% | |
2/13/2025 | Wells Fargo & Company MN | 491,478 | $10.70M | 0.0% | -10.0% | 1.054% | |
2/12/2025 | OneAscent Financial Services LLC | 51,785 | $1.13M | 0.1% | N/A | 0.111% | |
2/12/2025 | National Bank of Canada FI | 74,273 | $1.62M | 0.0% | -0.6% | 0.159% | |
2/12/2025 | JPMorgan Chase & Co. | 24,983 | $544K | 0.0% | -2.5% | 0.054% | |
2/11/2025 | LPL Financial LLC | 86,816 | $1.89M | 0.0% | +148.1% | 0.186% | |
2/11/2025 | M Holdings Securities Inc. | 1,517 | $33K | 0.0% | -96.7% | 0.003% | |
2/10/2025 | Corient Private Wealth LLC | 13,812 | $301K | 0.0% | -27.5% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 40,231 | $876K | 0.0% | +234.1% | 0.086% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,960 | $456K | 0.0% | +14.7% | 0.045% | |
2/7/2025 | HighTower Advisors LLC | 55,914 | $1.22M | 0.0% | -4.0% | 0.120% | |
2/7/2025 | Moors & Cabot Inc. | 36,428 | $793K | 0.0% | +6.4% | 0.078% | |
2/7/2025 | Amundi | 5,300 | $117K | 0.0% | +20.5% | 0.011% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,170 | $47K | 0.0% | -23.3% | 0.005% | |
2/6/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
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2/6/2025 | Assetmark Inc. | 30,758 | $670K | 0.0% | +164.3% | 0.066% | |
2/6/2025 | Schechter Investment Advisors LLC | 144,772 | $3.15M | 0.2% | -6.6% | 0.311% | |
2/5/2025 | US Bancorp DE | 15,479 | $337K | 0.0% | +107.6% | 0.033% | |
2/4/2025 | Bank of New York Mellon Corp | 202,005 | $4.40M | 0.0% | -11.7% | 0.434% | |
1/31/2025 | Atria Wealth Solutions Inc. | 26,600 | $579K | 0.0% | -21.9% | 0.057% | |
1/30/2025 | Allworth Financial LP | 1,753 | $40K | 0.0% | N/A | 0.004% | |
1/30/2025 | Red Cedar Investment Management LLC | 193,083 | $4.20M | 0.5% | -5.8% | 0.417% | |
1/30/2025 | DT Investment Partners LLC | 174,508 | $3.80M | 0.3% | -1.5% | 0.377% | |
1/29/2025 | Avestar Capital LLC | 20,750 | $452K | 0.0% | N/A | 0.045% | |
1/29/2025 | Quent Capital LLC | 506,523 | $11.03M | 1.1% | +28.6% | 1.093% | |