11/15/2024 | Orion Portfolio Solutions LLC | 12,097 | $154K | 0.0% | N/A | 0.000% | |
11/15/2024 | National Bank of Canada FI | 3,519 | $45K | 0.0% | +29.4% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 14,721 | $188K | 0.0% | +25.3% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 27,801 | $354K | 0.0% | +39.0% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 28,116 | $358K | 0.0% | N/A | 0.000% | |
11/8/2024 | Altman Advisors Inc. | 85,368 | $1.09M | 0.5% | -24.4% | 0.000% | |
|
11/8/2024 | Advisors Asset Management Inc. | 363,579 | $4.64M | 0.1% | +19.8% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 14,851 | $189K | 0.0% | +8.0% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 26,795 | $342K | 0.0% | +4.2% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 24,719 | $315K | 0.0% | N/A | 0.000% | |
11/1/2024 | Verity Asset Management Inc. | 112,926 | $1.44M | 0.5% | +2.7% | 0.000% | |
10/25/2024 | Edge Financial Advisors LLC | 11,166 | $142K | 0.1% | N/A | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,788 | $278K | 0.0% | -21.4% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 52,771 | $673K | 0.0% | +120.4% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 13,385 | $171K | 0.0% | N/A | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 25,617 | $327K | 0.0% | +53.9% | 0.000% | |
10/10/2024 | Ballew Advisors Inc | 36,716 | $470K | 0.3% | -6.3% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 12,151 | $160K | 0.0% | N/A | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 120,652 | $1.58M | 0.0% | +13.5% | 0.000% | |
8/12/2024 | Garner Asset Management Corp | 69,398 | $908K | 0.4% | +1.6% | 0.000% | |
8/9/2024 | Marble Harbor Investment Counsel LLC | 249,670 | $3.27M | 0.4% | -62.7% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 14,394 | $188K | 0.0% | +39.4% | 0.000% | |
8/2/2024 | Midland Wealth Advisors LLC | 27,136 | $355K | 0.0% | N/A | 0.000% | |
7/29/2024 | Financial Advocates Investment Management | 96,914 | $1.27M | 0.1% | +1.3% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 526,315 | $6.88M | 0.0% | +93.7% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 23,939 | $313K | 0.0% | +133.0% | 0.000% | |
7/17/2024 | Ballew Advisors Inc | 39,194 | $515K | 0.3% | -7.1% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,734 | $363K | 0.0% | +16.4% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 57,317 | $750K | 0.0% | -5.6% | 0.000% | |
6/4/2024 | Tactive Advisors LLC | 50,866 | $663K | 0.4% | +15.4% | 0.000% | |
5/28/2024 | Verity Asset Management Inc. | 109,367 | $1.43M | 0.8% | +1.1% | 0.000% | |
5/20/2024 | Independent Wealth Network Inc. | 76,214 | $993K | 0.5% | +6.8% | 0.000% | |
5/20/2024 | Highlander Capital Management LLC | 13,927 | $181K | 0.1% | -30.9% | 0.000% | |
5/17/2024 | Garner Asset Management Corp | 68,302 | $890K | 0.4% | +4.5% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 309,561 | $4.03M | 0.1% | +8.9% | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 16,623 | $217K | 0.0% | N/A | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 22,599 | $294K | 0.0% | +5.0% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 23,840 | $311K | 0.0% | +5.1% | 0.000% | |
5/6/2024 | Oxbow Advisors LLC | 15,522 | $202K | 0.0% | -8.3% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 10,328 | $135K | 0.0% | N/A | 0.000% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 271,719 | $3.54M | 0.0% | +19.1% | 0.000% | |
4/22/2024 | Edge Financial Advisors LLC | 10,582 | $138K | 0.1% | N/A | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 10,937 | $143K | 0.0% | -17.2% | 0.000% | |
4/11/2024 | Ballew Advisors Inc | 42,176 | $554K | 0.4% | -7.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 15,020 | $190K | 0.0% | N/A | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 390,258 | $4.94M | 0.0% | -6.0% | 0.000% | |
2/14/2024 | Garner Asset Management Corp | 65,364 | $855K | 0.3% | -5.4% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 228,099 | $2.89M | 0.0% | +84.2% | 0.000% | |
2/8/2024 | Altman Advisors Inc. | 110,759 | $1.40M | 0.7% | +184.5% | 0.000% | |
2/8/2024 | Advisor OS LLC | 16,623 | $210K | 0.0% | N/A | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,524 | $272K | 0.0% | +28.7% | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 10,000 | $127K | 0.0% | +66.7% | 0.000% | |
2/5/2024 | AEGON USA Investment Management LLC | 17,070 | $216K | 0.2% | -73.6% | 0.000% | |
2/5/2024 | White Pine Capital LLC | 395,625 | $5.01M | 1.9% | -11.2% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 24,000 | $304K | 0.0% | N/A | 0.000% | |
1/24/2024 | Highlander Capital Management LLC | 20,142 | $255K | 0.1% | -5.1% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 12,660 | $160K | 0.0% | N/A | 0.000% | |
1/18/2024 | Ballew Advisors Inc | 45,420 | $577K | 0.4% | -21.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 17,745 | $225K | 0.0% | +7.4% | 0.000% | |
1/12/2024 | Independent Wealth Network Inc. | 71,366 | $903K | 0.5% | +54.8% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 65,086 | $824K | 0.0% | -5.5% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 190,794 | $2.31M | 0.0% | +11.6% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 66,689 | $808K | 0.0% | -36.6% | 0.000% | |
11/14/2023 | Oaktree Capital Management LP | 245,996 | $2.98M | 0.0% | -18.3% | 0.000% | |
11/9/2023 | White Pine Capital LLC | 445,394 | $5.39M | 2.2% | -2.0% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 16,726 | $203K | 0.0% | +8.4% | 0.000% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 20,500 | $248K | 0.0% | -25.7% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 44,758 | $542K | 0.3% | +79.8% | 0.000% | |
11/6/2023 | Sigma Planning Corp | 18,774 | $227K | 0.0% | +19.3% | 0.000% | |
11/2/2023 | Cullen Frost Bankers Inc. | 6,000 | $73K | 0.0% | N/A | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 96,756 | $1.17M | 0.5% | -56.3% | 0.000% | |
10/27/2023 | Financial Advocates Investment Management | 92,239 | $1.12M | 0.1% | +486.2% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 87,421 | $1.06M | 0.0% | -1.2% | 0.000% | |
10/24/2023 | Raymond James & Associates | 16,515 | $200K | 0.0% | -18.3% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 123,839 | $1.50M | 0.0% | +29.4% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 68,906 | $834K | 0.0% | -7.2% | 0.000% | |
10/11/2023 | Independent Wealth Network Inc. | 46,116 | $558K | 0.3% | +11.1% | 0.000% | |
10/11/2023 | Adviser Investments LLC | 87,475 | $1.06M | 0.0% | +1.4% | 0.000% | |
10/11/2023 | Integrated Capital Management Inc. | 13,200 | $160K | 0.1% | -8.2% | 0.000% | |
10/6/2023 | Ballew Advisors Inc | 58,093 | $690K | 0.6% | -26.3% | 0.000% | |
8/16/2023 | Verity Asset Management Inc. | 107,768 | $1.27M | 0.9% | +8.3% | 0.000% | |
8/15/2023 | Garner Asset Management Corp | 65,397 | $768K | 0.4% | +7.8% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 522,050 | $6.13M | 0.0% | -10.4% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 47,685 | $560K | 0.0% | -58.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 10,489 | $123K | 0.0% | -7.8% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 221,220 | $2.60M | 1.1% | -17.1% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 106,371 | $1.25M | 0.0% | -1.4% | 0.000% | |
8/4/2023 | Adviser Investments LLC | 86,225 | $1.01M | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 113,684 | $1.34M | 0.0% | +0.8% | 0.000% | |
7/28/2023 | Koshinski Asset Management Inc. | 16,623 | $195K | 0.0% | N/A | 0.000% | |
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7/28/2023 | Wagner Wealth Management LLC | 22,510 | $264K | 0.1% | +33.3% | 0.000% | |
7/25/2023 | Raymond James & Associates | 20,215 | $238K | 0.0% | -26.0% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 88,445 | $1.04M | 0.0% | -4.2% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 95,738 | $1.13M | 0.0% | -2.7% | 0.000% | |
7/12/2023 | Independent Wealth Network Inc. | 41,502 | $488K | 0.3% | -12.1% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 74,224 | $872K | 0.0% | -4.0% | 0.000% | |
6/28/2023 | Relative Value Partners Group LLC | 54,629 | $619K | 0.0% | N/A | 0.000% | |
5/24/2023 | Verity Asset Management Inc. | 99,484 | $1.13M | 0.7% | +10.0% | 0.000% | |
5/16/2023 | Garner Asset Management Corp | 60,689 | $688K | 0.3% | -1.5% | 0.000% | |
5/15/2023 | Relative Value Partners Group LLC | 54,629 | $619K | 0.0% | N/A | 0.000% | |