2/24/2025 | United Advisor Group LLC | 321,483 | $4.86M | 1.0% | +3.7% | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 12,454 | $188K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 3,749 | $57K | 0.0% | +25.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 16,733 | $253K | 0.0% | +21.7% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 235,732 | $3.56M | 0.0% | +15.9% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 47,060 | $711K | 0.3% | +16.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 257,516 | $3.89M | 0.0% | +26.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 22,139 | $335K | 0.0% | -4.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 514,583 | $7.78M | 0.1% | +0.6% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 336,693 | $5.09M | 0.0% | -26.9% | 0.000% | |
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2/13/2025 | Raymond James Financial Inc. | 70,522 | $1.07M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 287,872 | $4.35M | 0.0% | +5.4% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,664,519 | $25.15M | 0.0% | +5.8% | 0.000% | |
2/11/2025 | LPL Financial LLC | 23,441 | $354K | 0.0% | +19.1% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 409,946 | $6.19M | 0.1% | +2.9% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 118,904 | $1.80M | 0.1% | -1.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 70,522 | $1.07M | 0.0% | N/A | 0.000% | |
2/5/2025 | NewEdge Wealth LLC | 106,308 | $1.61M | 0.0% | +19.5% | 0.000% | |
1/22/2025 | Foundations Investment Advisors LLC | 394,525 | $5.96M | 0.1% | +23.2% | 0.000% | |
1/17/2025 | Secure Asset Management LLC | 187,935 | $2.84M | 0.4% | +46.6% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 21,367 | $323K | 0.0% | +98.2% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 221,751 | $3.35M | 0.2% | -8.7% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 217,998 | $3.29M | 0.1% | -8.2% | 0.000% | |
1/8/2025 | Worth Asset Management LLC | 14,942 | $226K | 0.1% | +32.7% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 10,818 | $165K | 0.0% | -58.0% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 203,381 | $3.11M | 0.0% | -32.4% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 17,100 | $261K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 398,379 | $6.09M | 0.1% | +20.4% | 0.000% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 74,718 | $1.14M | 0.1% | -1.9% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 310,099 | $4.74M | 1.1% | +0.9% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 120,260 | $1.84M | 0.1% | N/A | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 242,797 | $3.71M | 0.2% | -3.6% | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 320,299 | $4.89M | 0.1% | +11.1% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 237,441 | $3.63M | 0.1% | -1.8% | 0.000% | |
10/16/2024 | Secure Asset Management LLC | 128,233 | $1.96M | 0.3% | -12.1% | 0.000% | |
10/9/2024 | Worth Asset Management LLC | 11,260 | $172K | 0.1% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 25,784 | $357K | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 10,072 | $150K | 0.0% | N/A | 0.000% | |
8/2/2024 | Foundations Investment Advisors LLC | 288,199 | $4.29M | 0.1% | +7.4% | 0.000% | |
7/24/2024 | Secure Asset Management LLC | 145,886 | $2.17M | 0.4% | N/A | 0.000% | |
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7/20/2024 | Hennion & Walsh Asset Management Inc. | 251,851 | $3.75M | 0.2% | -11.3% | 0.000% | |
7/19/2024 | Tyche Wealth Partners LLC | 23,109 | $344K | 0.1% | N/A | 0.000% | |
7/12/2024 | Curated Wealth Partners LLC | 86,324 | $1.29M | 0.2% | -200.8% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 241,683 | $3.60M | 0.1% | -2.5% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 293,009 | $4.17M | 0.1% | +9.2% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 85,004 | $1.21M | 0.0% | -18.2% | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 12,393 | $176K | 0.0% | N/A | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 75,635 | $1.08M | 0.1% | +1.1% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 284,026 | $4.04M | 0.2% | -12.9% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 642,693 | $8.84M | 0.0% | -0.8% | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 103,879 | $1.43M | 0.0% | -1.6% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 891,976 | $12.27M | 0.0% | +21.6% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 260,207 | $3.49M | 0.1% | +10.1% | 0.000% | |
2/6/2024 | Spire Wealth Management | 6,500 | $89K | 0.0% | +85.7% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 84,067 | $1.16M | 0.0% | N/A | 0.000% | |
1/25/2024 | E&G Advisors LP | 16,746 | $230K | 0.1% | -17.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 381,886 | $5.25M | 0.0% | -1.9% | 0.000% | |
1/16/2024 | Raymond James & Associates | 128,660 | $1.77M | 0.0% | +53.5% | 0.000% | |
1/12/2024 | Advisor Resource Council | 26,163 | $360K | 0.0% | N/A | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 259,453 | $3.57M | 0.1% | +0.8% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 293,508 | $3.79M | 0.1% | +6.7% | 0.000% | |
11/14/2023 | Lazard Asset Management LLC | 53,449 | $689K | 0.0% | +22.1% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 31,022 | $400K | 0.0% | -68.8% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 304,558 | $3.93M | 0.0% | -0.8% | 0.000% | |
11/9/2023 | UBS Group AG | 201,595 | $2.60M | 0.0% | +0.5% | 0.000% | |
11/8/2023 | Westchester Capital Management LLC | 32,325 | $417K | 0.0% | +83.4% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 105,578 | $1.36M | 0.0% | -5.9% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 50,839 | $656K | 0.4% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 338,558 | $4.37M | 0.3% | -4.3% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 389,253 | $5.02M | 0.0% | +10.0% | 0.000% | |
10/24/2023 | Raymond James & Associates | 83,840 | $1.08M | 0.0% | +301.8% | 0.000% | |
10/24/2023 | Curated Wealth Partners LLC | 89,349 | $1.15M | 0.2% | +1.3% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 257,324 | $3.32M | 0.1% | +3.3% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 236,388 | $3.05M | 0.1% | +14.4% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 647,693 | $7.99M | 0.0% | -3.8% | 0.000% | |
8/14/2023 | Vivaldi Capital Management LP | 340,417 | $4.20M | 1.3% | -0.7% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 209,667 | $2.59M | 0.0% | -50.6% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 487,785 | $6.01M | 0.2% | -16.8% | 0.000% | |
8/8/2023 | 9258 Wealth Management LLC | 13,015 | $160K | 0.0% | -7.9% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 66,749 | $823K | 0.4% | +94.7% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 112,194 | $1.38M | 0.0% | +7.4% | 0.000% | |
7/27/2023 | Virtu Financial LLC | 11,618 | $143K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 353,854 | $4.36M | 0.0% | -14.1% | 0.000% | |
7/25/2023 | Raymond James & Associates | 20,866 | $257K | 0.0% | -4.5% | 0.000% | |
7/19/2023 | Foundations Investment Advisors LLC | 206,695 | $2.55M | 0.1% | N/A | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 249,082 | $3.07M | 0.1% | +8.6% | 0.000% | |
7/11/2023 | Curated Wealth Partners LLC | 88,164 | $1.09M | 0.2% | +2.9% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 424,492 | $5.08M | 0.0% | -50.2% | 0.000% | |
5/10/2023 | Oppenheimer & Co. Inc. | 104,439 | $1.25M | 0.0% | +5.1% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 34,290 | $410K | 0.2% | -84.3% | 0.000% | |
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5/3/2023 | 9258 Wealth Management LLC | 14,128 | $169K | 0.0% | -13.0% | 0.000% | |
4/27/2023 | Matisse Capital | 41,071 | $492K | 0.3% | -31.7% | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 385,431 | $4.61M | 0.3% | +11.4% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 411,803 | $4.93M | 0.0% | +336.8% | 0.000% | |
4/14/2023 | Raymond James & Associates | 21,860 | $262K | 0.0% | +69.3% | 0.000% | |
4/10/2023 | Capital Investment Advisors LLC | 229,346 | $2.75M | 0.1% | +5.9% | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 322,221 | $3.74M | 0.1% | -20.5% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 683,716 | $7.92M | 0.2% | -6.7% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 17,467 | $202K | 0.0% | +27.5% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 10,904 | $126K | 0.0% | N/A | 0.000% | |