8/1/2025 | Howard Capital Management Inc. | 681,750 | $15.37M | 0.2% | N/A | 1.742% | |
8/1/2025 | Brookwood Investment Group LLC | 13,726 | $310K | 0.0% | N/A | 0.035% | |
8/1/2025 | Envestnet Asset Management Inc. | 64,381 | $1.45M | 0.0% | +3.7% | 0.165% | |
7/31/2025 | Wealthfront Advisers LLC | 54,733 | $1.23M | 0.0% | +10.2% | 0.140% | |
7/30/2025 | BTS Asset Management Inc. | 26,802 | $604K | 0.7% | N/A | 0.068% | |
7/29/2025 | International Assets Investment Management LLC | 19,263 | $434K | 0.0% | -10.3% | 0.049% | |
7/25/2025 | Atria Wealth Solutions Inc. | 9,467 | $214K | 0.0% | -25.6% | 0.024% | |
7/25/2025 | CWM LLC | 2,174 | $49K | 0.0% | +794.7% | 0.006% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 44,576 | $1.01M | 0.1% | +41.0% | 0.114% | |
7/21/2025 | Ameritas Advisory Services LLC | 38,532 | $869K | 0.0% | +9.3% | 0.098% | |
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7/21/2025 | Synergy Asset Management LLC | 87,496 | $1.97M | 0.2% | N/A | 0.224% | |
7/21/2025 | Crews Bank & Trust | 6,115 | $138K | 0.0% | +69.2% | 0.016% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 3,800 | $86K | 0.0% | N/A | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 18,376 | $414K | 0.0% | -3.9% | 0.047% | |
7/17/2025 | Fifth Third Securities Inc. | 97,389 | $2.20M | 0.2% | -10.0% | 0.249% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 12,402,814 | $268.16M | 0.0% | +115,987.7% | 31.778% | |
7/10/2025 | Signal Advisors Wealth LLC | 528,346 | $11.91M | 0.9% | +723.0% | 1.354% | |
7/9/2025 | Triumph Capital Management | 41,074 | $926K | 0.3% | +1.2% | 0.105% | |
7/9/2025 | Lifestyle Asset Management Inc. | 14,372 | $324K | 0.2% | N/A | 0.037% | |
7/9/2025 | Sterling Manor Financial LLC | 14,333 | $323K | 0.2% | N/A | 0.037% | |
7/8/2025 | Goldstone Financial Group LLC | 44,451 | $1.02M | 0.1% | -1.3% | 0.114% | |
5/20/2025 | Integrity Alliance LLC. | 18,709 | $392K | 0.0% | +2.6% | 0.049% | |
5/19/2025 | SageView Advisory Group LLC | 13,020 | $273K | 0.0% | -18.7% | 0.034% | |
5/16/2025 | Jones Financial Companies Lllp | 3,789 | $79K | 0.0% | -64.6% | 0.010% | |
5/16/2025 | NewEdge Advisors LLC | 70,519 | $1.48M | 0.0% | +170.6% | 0.186% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,154 | $234K | 0.0% | +11.3% | 0.029% | |
5/14/2025 | Flow Traders U.S. LLC | 61,681 | $1.29M | 0.1% | -74.0% | 0.163% | |
5/13/2025 | Sei Investments Co. | 35,316 | $741K | 0.0% | +12.7% | 0.094% | |
5/13/2025 | HighTower Advisors LLC | 25,323 | $531K | 0.0% | +11.4% | 0.067% | |
5/12/2025 | Founders Financial Alliance LLC | 18,972 | $398K | 0.1% | +3.4% | 0.051% | |
5/12/2025 | National Bank of Canada FI | 15,000 | $306K | 0.0% | +100.0% | 0.040% | |
5/9/2025 | Wealthspire Advisors LLC | 23,558 | $494K | 0.0% | +2.8% | 0.063% | |
5/9/2025 | Atria Wealth Solutions Inc. | 12,721 | $267K | 0.0% | N/A | 0.034% | |
5/9/2025 | Advyzon Investment Management LLC | 15,983 | $335K | 0.1% | +3.1% | 0.043% | |
5/7/2025 | LPL Financial LLC | 757,414 | $15.88M | 0.0% | +7.1% | 2.017% | |
5/6/2025 | Cetera Investment Advisers | 87,346 | $1.83M | 0.0% | +18.3% | 0.233% | |
5/6/2025 | Kovack Advisors Inc. | 12,886 | $270K | 0.0% | N/A | 0.034% | |
5/6/2025 | AE Wealth Management LLC | 11,796 | $247K | 0.0% | +10.4% | 0.031% | |
5/6/2025 | Triumph Capital Management | 40,580 | $851K | 0.3% | +3.8% | 0.108% | |
5/5/2025 | Kestra Private Wealth Services LLC | 27,859 | $584K | 0.0% | N/A | 0.074% | |
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5/2/2025 | Wealthfront Advisers LLC | 49,677 | $1.04M | 0.0% | +2.3% | 0.132% | |
5/2/2025 | SBI Securities Co. Ltd. | 44,971 | $943K | 0.0% | +3.4% | 0.120% | |
5/1/2025 | Fifth Third Securities Inc. | 108,158 | $2.27M | 0.2% | -3.0% | 0.288% | |
4/29/2025 | Envestnet Asset Management Inc. | 62,069 | $1.30M | 0.0% | +40.6% | 0.165% | |
4/28/2025 | Strategic Financial Concepts LLC | 53,567 | $1.12M | 0.2% | -1.2% | 0.143% | |
4/25/2025 | Ameritas Advisory Services LLC | 35,253 | $739K | 0.0% | +13.1% | 0.094% | |
4/23/2025 | Western Wealth Management LLC | 17,913 | $376K | 0.0% | -3.0% | 0.048% | |
4/23/2025 | Spire Wealth Management | 3,570 | $75K | 0.0% | +205.1% | 0.010% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 116,390 | $2.44M | 0.0% | +30.3% | 0.310% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 31,621 | $663K | 0.0% | N/A | 0.084% | |
4/17/2025 | Janney Montgomery Scott LLC | 19,124 | $401K | 0.0% | -4.1% | 0.051% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 87,734 | $1.84M | 0.0% | -50.1% | 0.235% | |
4/16/2025 | Goldstone Financial Group LLC | 45,057 | $945K | 0.1% | -8.1% | 0.121% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 10,684 | $224K | 0.2% | N/A | 0.029% | |
4/11/2025 | Signal Advisors Wealth LLC | 64,195 | $1.35M | 0.1% | N/A | 0.172% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 175,793 | $3.63M | 0.0% | N/A | 0.471% | |
2/24/2025 | Ameriflex Group Inc. | 3,404 | $72K | 0.0% | N/A | 0.010% | |
2/18/2025 | GTS Securities LLC | 74,877 | $1.54M | 0.1% | N/A | 0.213% | |
2/17/2025 | Cetera Investment Advisers | 73,804 | $1.52M | 0.0% | +47.5% | 0.210% | |
2/17/2025 | Bank of America Corp DE | 439,511 | $9.06M | 0.0% | -5.1% | 1.249% | |
2/17/2025 | Ameriprise Financial Inc. | 43,691 | $923K | 0.0% | -5.8% | 0.124% | |
2/14/2025 | Jane Street Group LLC | 257,506 | $5.31M | 0.0% | +94.6% | 0.732% | |
2/14/2025 | Triumph Capital Management | 39,095 | $806K | 0.3% | -4.2% | 0.111% | |
2/14/2025 | Stifel Financial Corp | 15,146 | $312K | 0.0% | -3.8% | 0.043% | |
2/13/2025 | NewEdge Advisors LLC | 26,061 | $537K | 0.0% | -56.0% | 0.074% | |
2/13/2025 | SageView Advisory Group LLC | 16,013 | $330K | 0.0% | N/A | 0.046% | |
2/13/2025 | Rockefeller Capital Management L.P. | 22,093 | $456K | 0.0% | +2.7% | 0.063% | |
2/13/2025 | Raymond James Financial Inc. | 68,760 | $1.42M | 0.0% | N/A | 0.195% | |
2/13/2025 | Renaissance Technologies LLC | 32,400 | $668K | 0.0% | -12.8% | 0.092% | |
2/13/2025 | Waterloo Capital L.P. | 10,251 | $211K | 0.0% | -28.7% | 0.029% | |
2/13/2025 | Envestnet Asset Management Inc. | 44,148 | $910K | 0.0% | +37.2% | 0.125% | |
2/13/2025 | Wells Fargo & Company MN | 116,123 | $2.39M | 0.0% | -45.6% | 0.330% | |
2/12/2025 | JPMorgan Chase & Co. | 77,421 | $1.60M | 0.0% | +17.3% | 0.220% | |
2/11/2025 | LPL Financial LLC | 707,093 | $14.58M | 0.0% | +10.0% | 2.010% | |
2/11/2025 | Sei Investments Co. | 31,336 | $646K | 0.0% | N/A | 0.089% | |
2/10/2025 | Commonwealth Equity Services LLC | 24,018 | $495K | 0.0% | +14.7% | 0.068% | |
2/10/2025 | Farther Finance Advisors LLC | 3,054 | $63K | 0.0% | +34.8% | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 22,734 | $469K | 0.0% | -11.3% | 0.065% | |
2/7/2025 | Wealthfront Advisers LLC | 89,683 | $1.85M | 0.0% | +113.0% | 0.255% | |
2/7/2025 | Founders Financial Alliance LLC | 18,342 | $378K | 0.1% | +5.7% | 0.052% | |
2/6/2025 | Raymond James Financial Inc. | 68,760 | $1.42M | 0.0% | N/A | 0.195% | |
2/6/2025 | SBI Securities Co. Ltd. | 43,487 | $897K | 0.0% | N/A | 0.124% | |
2/6/2025 | Jones Financial Companies Lllp | 10,689 | $220K | 0.0% | +60.8% | 0.030% | |
2/3/2025 | Advyzon Investment Management LLC | 15,500 | $320K | 0.1% | N/A | 0.044% | |
2/3/2025 | Good Life Advisors LLC | 17,151 | $354K | 0.0% | -48.8% | 0.049% | |
1/31/2025 | Global Retirement Partners LLC | 8,817 | $182K | 0.0% | -9.8% | 0.025% | |
1/30/2025 | Strategic Financial Concepts LLC | 54,226 | $1.12M | 0.0% | +2.2% | 0.154% | |
1/30/2025 | Principal Securities Inc. | 3,515 | $72K | 0.0% | +1,133.3% | 0.010% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 102,608 | $2.12M | 0.5% | +22.0% | 0.292% | |
1/28/2025 | Strategic Financial Concepts LLC | 1,094,055 | $22.56M | 0.0% | +1,962.2% | 3.110% | |
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1/23/2025 | Fifth Third Securities Inc. | 111,463 | $2.30M | 0.2% | +42.5% | 0.317% | |
1/23/2025 | Crews Bank & Trust | 3,615 | $75K | 0.0% | N/A | 0.010% | |
1/22/2025 | PFG Investments LLC | 24,233 | $500K | 0.0% | -12.5% | 0.069% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,951 | $411K | 0.0% | -3.4% | 0.057% | |
1/15/2025 | Goldstone Financial Group LLC | 49,017 | $1.01M | 0.2% | +14.3% | 0.139% | |
1/8/2025 | International Assets Investment Management LLC | 21,213 | $440K | 0.0% | N/A | 0.060% | |
12/26/2024 | JPMorgan Chase & Co. | 66,020 | $1.55M | 0.0% | +2.0% | 0.188% | |
11/15/2024 | MML Investors Services LLC | 14,078 | $331K | 0.0% | -16.9% | 0.040% | |
11/15/2024 | National Bank of Canada FI | 7,500 | $177K | 0.0% | N/A | 0.021% | |
11/15/2024 | Stifel Financial Corp | 15,751 | $371K | 0.0% | +5.4% | 0.045% | |