5/21/2025 | Indiana Trust & Investment Management Co | 67,559 | $0.70M | 0.3% | +1.6% | 0.124% |  |
5/21/2025 | Geneos Wealth Management Inc. | 20,958 | $0.22M | 0.0% | +426.6% | 0.038% |  |
5/16/2025 | Advisors Asset Management Inc. | 202,141 | $2.08M | 0.0% | +40.8% | 0.370% |  |
5/16/2025 | 1607 Capital Partners LLC | 1,743,089 | $17.94M | 1.4% | +2.8% | 3.191% |  |
5/15/2025 | Royal Bank of Canada | 134,727 | $1.39M | 0.0% | +20.6% | 0.247% |  |
5/15/2025 | WPG Advisers LLC | 2,644 | $27K | 0.0% | N/A | 0.005% |  |
5/14/2025 | Comerica Bank | 14,015 | $0.14M | 0.0% | -13.3% | 0.026% |  |
5/13/2025 | Compass Financial Group INC SD | 39,518 | $0.41M | 0.1% | -7.3% | 0.072% |  |
5/13/2025 | Raymond James Financial Inc. | 876,095 | $9.02M | 0.0% | -3.5% | 1.604% |  |
5/13/2025 | HighTower Advisors LLC | 226,368 | $2.33M | 0.0% | -7.7% | 0.414% |  |
5/12/2025 | Nuveen LLC | 91,512 | $0.94M | 0.0% | N/A | 0.168% |  |
5/12/2025 | Invesco Ltd. | 205,919 | $2.12M | 0.0% | +2.1% | 0.377% |  |
5/12/2025 | AlphaCore Capital LLC | 11,365 | $0.12M | 0.0% | N/A | 0.021% |  |
5/9/2025 | Cary Street Partners Financial LLC | 23,221 | $0.24M | 0.0% | +39.7% | 0.043% |  |
5/9/2025 | Ackerman Capital Advisors LLC | 37,142 | $0.38M | 0.1% | +5.7% | 0.068% |  |
5/7/2025 | Fiera Capital Corp | 296,900 | $3.06M | 0.0% | -6.7% | 0.544% |  |
5/7/2025 | Rareview Capital LLC | 318,812 | $3.28M | 2.1% | -2.6% | 0.584% |  |
5/6/2025 | Choreo LLC | 49,330 | $0.51M | 0.0% | +5.7% | 0.090% |  |
5/5/2025 | Csenge Advisory Group | 29,093 | $0.28M | 0.0% | -39.0% | 0.053% |  |
5/2/2025 | Carson Advisory Inc. | 49,104 | $0.51M | 0.3% | +12.2% | 0.090% |  |
5/2/2025 | Accredited Investor Services LLC | 26,056 | $0.27M | 0.2% | N/A | 0.048% |  |
5/2/2025 | Leo Wealth LLC | 168,450 | $1.73M | 0.2% | -21.0% | 0.308% |  |
4/30/2025 | Stonebrook Private Inc. | 22,653 | $0.23M | 0.1% | -10.9% | 0.041% |  |
4/29/2025 | Envestnet Asset Management Inc. | 142,223 | $1.46M | 0.0% | +8.8% | 0.260% |  |
4/29/2025 | Aviance Capital Partners LLC | 22,825 | $0.24M | 0.0% | +8.2% | 0.042% |  |
4/25/2025 | Uniting Wealth Partners LLC | 21,683 | $0.22M | 0.1% | +9.7% | 0.040% |  |
4/23/2025 | Keudell Morrison Wealth Management | 15,350 | $0.16M | 0.0% | -24.6% | 0.028% |  |
4/23/2025 | Oppenheimer & Co. Inc. | 12,686 | $0.13M | 0.0% | -11.7% | 0.023% |  |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,414 | $0.22M | 0.0% | -10.2% | 0.039% |  |
4/22/2025 | PFG Investments LLC | 67,951 | $0.70M | 0.0% | +18.1% | 0.124% |  |
4/21/2025 | Avior Wealth Management LLC | 34,656 | $0.36M | 0.0% | +11.2% | 0.063% |  |
4/21/2025 | Riverbridge Partners LLC | 38,554 | $0.40M | 0.0% | +10.3% | 0.071% |  |
4/17/2025 | Janney Montgomery Scott LLC | 50,236 | $0.52M | 0.0% | +65.7% | 0.092% |  |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 41,623 | $0.43M | 0.0% | -32.8% | 0.076% |  |
4/14/2025 | Farther Finance Advisors LLC | 9,079 | $94K | 0.0% | N/A | 0.017% |  |
4/14/2025 | Park Avenue Securities LLC | 130,813 | $1.35M | 0.0% | +1.7% | 0.240% |  |
4/9/2025 | RFG Advisory LLC | 14,945 | $0.15M | 0.0% | N/A | 0.027% |  |
4/9/2025 | Merit Financial Group LLC | 20,410 | $0.21M | 0.0% | N/A | 0.037% |  |
4/9/2025 | Integrated Capital Management Inc. | 25,158 | $0.26M | 0.2% | +13.7% | 0.046% |  |
4/9/2025 | Fiduciary Alliance LLC | 17,077 | $0.18M | 0.0% | -7.3% | 0.031% |  |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 61,903 | $0.63M | 0.0% | +4.5% | 0.113% |  |
2/25/2025 | B. Riley Wealth Advisors Inc. | 56,050 | $0.57M | 0.0% | -14.6% | 0.103% |  |
2/17/2025 | Saba Capital Management L.P. | 260,609 | $2.66M | 0.1% | -81.1% | 0.477% |  |
2/17/2025 | Pathstone Holdings LLC | 2,329,047 | $23.81M | 0.1% | +21.2% | 4.264% |  |
2/17/2025 | Nomura Holdings Inc. | 15,566 | $0.16M | 0.0% | +37.5% | 0.028% |  |
2/17/2025 | Logan Stone Capital LLC | 15,551 | $0.16M | 0.1% | -86.5% | 0.028% |  |
2/17/2025 | Cary Street Partners Financial LLC | 16,621 | $0.17M | 0.0% | N/A | 0.030% |  |
2/17/2025 | Bank of America Corp DE | 348,563 | $3.56M | 0.0% | +293.5% | 0.638% |  |
2/17/2025 | Ameriprise Financial Inc. | 80,137 | $0.82M | 0.0% | -6.2% | 0.147% |  |
2/14/2025 | AQR Arbitrage LLC | 16,561 | $0.17M | 0.0% | -90.8% | 0.030% |  |
2/14/2025 | Lido Advisors LLC | 44,387 | $0.45M | 0.0% | N/A | 0.081% |  |
2/14/2025 | MGO One Seven LLC | 11,202 | $0.11M | 0.0% | N/A | 0.021% |  |
2/14/2025 | Stifel Financial Corp | 96,981 | $0.99M | 0.0% | +98.0% | 0.178% |  |
2/14/2025 | First Trust Advisors LP | 17,513 | $0.18M | 0.0% | -10.3% | 0.032% |  |
2/13/2025 | 1607 Capital Partners LLC | 1,695,366 | $17.29M | 1.4% | +75.4% | 3.104% |  |
2/13/2025 | Guggenheim Capital LLC | 143,054 | $1.46M | 0.0% | -49.7% | 0.262% |  |
2/13/2025 | Mariner LLC | 27,481 | $0.28M | 0.0% | +4.6% | 0.050% |  |
2/13/2025 | Carson Advisory Inc. | 43,769 | $0.45M | 0.3% | +8.6% | 0.080% |  |
2/13/2025 | Rockefeller Capital Management L.P. | 169,169 | $1.73M | 0.0% | -9.2% | 0.310% |  |
2/13/2025 | Advisory Services Network LLC | 21,706 | $0.22M | 0.0% | +12.7% | 0.040% |  |
2/13/2025 | Invesco Ltd. | 201,680 | $2.06M | 0.0% | +12.6% | 0.369% |  |
2/13/2025 | Envestnet Asset Management Inc. | 130,684 | $1.33M | 0.0% | +4.9% | 0.239% |  |
2/13/2025 | Wells Fargo & Company MN | 426,551 | $4.35M | 0.0% | +6.7% | 0.781% |  |
2/12/2025 | Landscape Capital Management L.L.C. | 21,462 | $0.22M | 0.0% | N/A | 0.039% |  |
2/12/2025 | Uniting Wealth Partners LLC | 19,764 | $0.20M | 0.1% | N/A | 0.036% |  |
2/12/2025 | Mechanics Financial Corp | 6,650 | $68K | 0.0% | N/A | 0.012% |  |
2/12/2025 | Cottage Street Advisors LLC | 10,000 | $0.10M | 0.1% | N/A | 0.018% |  |
2/11/2025 | LPL Financial LLC | 74,226 | $0.76M | 0.0% | -2.8% | 0.136% |  |
2/10/2025 | Rareview Capital LLC | 327,253 | $3.55M | 2.6% | +3.2% | 0.599% |  |
2/10/2025 | Atala Financial Inc | 45,346 | $0.46M | 0.3% | N/A | 0.083% |  |
2/10/2025 | Hollencrest Capital Management | 6,690 | $68K | 0.0% | -27.8% | 0.012% |  |
2/7/2025 | HighTower Advisors LLC | 245,192 | $2.50M | 0.0% | +4.8% | 0.449% |  |
2/7/2025 | Blue Bell Private Wealth Management LLC | 8,049 | $82K | 0.0% | -51.7% | 0.015% |  |
2/6/2025 | Raymond James Financial Inc. | 907,758 | $9.26M | 0.0% | N/A | 1.662% |  |
2/6/2025 | Steward Partners Investment Advisory LLC | 128,759 | $1.31M | 0.0% | +7.4% | 0.236% |  |
2/5/2025 | Providence First Trust Co | 24,303 | $0.25M | 0.1% | -4.3% | 0.044% |  |
2/5/2025 | US Bancorp DE | 6,000 | $61K | 0.0% | -19.5% | 0.011% |  |
2/5/2025 | Verus Capital Partners LLC | 50,000 | $0.51M | 0.0% | +4.2% | 0.092% |  |
2/5/2025 | Oppenheimer & Co. Inc. | 14,367 | $0.15M | 0.0% | -43.2% | 0.026% |  |
2/4/2025 | Ackerman Capital Advisors LLC | 35,136 | $0.36M | 0.1% | -33.1% | 0.064% |  |
2/4/2025 | Bank of New York Mellon Corp | 139,055 | $1.42M | 0.0% | -4.7% | 0.255% |  |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,800 | $1.05M | 0.0% | N/A | 0.188% |  |
1/31/2025 | Truist Financial Corp | 13,860 | $0.14M | 0.0% | -53.9% | 0.025% |  |
1/30/2025 | Csenge Advisory Group | 47,670 | $0.49M | 0.0% | +16.2% | 0.087% |  |
1/30/2025 | Compass Financial Group INC SD | 42,626 | $0.44M | 0.1% | +2.9% | 0.078% |  |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,800 | $1.05M | 0.0% | N/A | 0.188% |  |
1/29/2025 | Van ECK Associates Corp | 415,636 | $4.24M | 0.0% | +3.6% | 0.761% |  |
1/29/2025 | Indiana Trust & Investment Management Co | 66,515 | $0.68M | 0.2% | +1.5% | 0.122% |  |
1/28/2025 | Leo Wealth LLC | 213,267 | $2.18M | 0.2% | +2.2% | 0.390% |  |
1/27/2025 | Choreo LLC | 46,677 | $0.48M | 0.0% | +6.7% | 0.085% |  |
1/27/2025 | Stratos Wealth Advisors LLC | 17,892 | $0.18M | 0.0% | -58.4% | 0.033% |  |
1/27/2025 | Stratos Wealth Partners LTD. | 38,045 | $0.39M | 0.0% | -8.6% | 0.070% |  |
1/23/2025 | Keudell Morrison Wealth Management | 20,350 | $0.21M | 0.1% | N/A | 0.037% |  |
1/22/2025 | PFG Investments LLC | 57,513 | $0.59M | 0.0% | +46.9% | 0.105% |  |
1/17/2025 | Avior Wealth Management LLC | 31,169 | $0.32M | 0.0% | +10.1% | 0.057% |  |
1/17/2025 | Janney Montgomery Scott LLC | 30,319 | $0.31M | 0.0% | +30.5% | 0.056% |  |
1/15/2025 | Occidental Asset Management LLC | 10,316 | $0.11M | 0.0% | N/A | 0.019% |  |
1/14/2025 | Park Avenue Securities LLC | 128,585 | $1.31M | 0.0% | +5.2% | 0.235% |  |
1/14/2025 | Melone Private Wealth LLC | 159,428 | $1.63M | 0.8% | -5.5% | 0.292% |  |
1/14/2025 | Integrated Capital Management Inc. | 22,130 | $0.23M | 0.2% | +7.1% | 0.041% |  |