1/17/2025 | Janney Montgomery Scott LLC | 656,747 | $5.37M | 0.0% | +7.6% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 77,230 | $631K | 0.0% | +2.7% | 0.000% | |
1/17/2025 | Commons Capital LLC | 21,008 | $172K | 0.2% | +15.8% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 45,629 | $373K | 0.0% | +5.0% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 71,798 | $587K | 0.0% | -3.1% | 0.000% | |
1/15/2025 | Arkadios Wealth Advisors | 47,060 | $384K | 0.0% | N/A | 0.000% | |
|
1/15/2025 | Sax Wealth Advisors LLC | 11,142 | $91K | 0.0% | -53.6% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 57,177 | $467K | 0.0% | +20.3% | 0.000% | |
1/15/2025 | KMG Fiduciary Partners LLC | 120,984 | $988K | 0.1% | -2.0% | 0.000% | |
1/15/2025 | Tallon Kerry Patrick | 30,981 | $254K | 0.2% | N/A | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 208,819 | $1.71M | 0.0% | +1.9% | 0.000% | |
1/13/2025 | Northstar Advisory Group LLC | 99,302 | $811K | 0.4% | -5.2% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 64,641 | $529K | 0.0% | -88.0% | 0.000% | |
12/30/2024 | SK Wealth Management LLC | 11,838 | $98K | 0.0% | N/A | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 88,577 | $769K | 0.0% | -57.1% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 9,000 | $78K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 184,424 | $1.55M | 0.0% | +23.1% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 61,512 | $536K | 0.1% | -21.4% | 0.000% | |
11/15/2024 | Insigneo Advisory Services LLC | 22,791 | $199K | 0.0% | +60.3% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 19,681 | $172K | 0.0% | +49.1% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 1,121,933 | $9.78M | 0.0% | +7.4% | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 10,826 | $94K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 779,306 | $6.79M | 0.0% | +58.1% | 0.000% | |
11/15/2024 | Beacon Investment Advisory Services Inc. | 16,395 | $143K | 0.0% | +10.1% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 31,085 | $271K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 373,014 | $3.25M | 0.0% | -3.6% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 108,502 | $946K | 0.0% | N/A | 0.000% | |
11/14/2024 | Fiduciary Trust Co | 15,377 | $134K | 0.0% | N/A | 0.000% | |
11/14/2024 | WFA of San Diego LLC | 6,650 | $58K | 0.0% | -15.8% | 0.000% | |
11/13/2024 | Avestar Capital LLC | 91,700 | $800K | 0.1% | N/A | 0.000% | |
11/12/2024 | Centaurus Financial Inc. | 104,675 | $913K | 0.1% | +4.1% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 9,000 | $78K | 0.0% | +228.8% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 526,403 | $4.59M | 0.1% | N/A | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 87,424 | $762K | 0.1% | -79.9% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 778,001 | $6.78M | 0.3% | -73.6% | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 22,412 | $195K | 0.0% | -10.6% | 0.000% | |
11/8/2024 | Darwin Wealth Management LLC | 2,822 | $25K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 1,387,047 | $12.10M | 0.2% | +2.8% | 0.000% | |
11/8/2024 | Commerce Bank | 33,531 | $292K | 0.0% | -6.5% | 0.000% | |
11/8/2024 | PNC Financial Services Group Inc. | 107,069 | $934K | 0.0% | -6.1% | 0.000% | |
|
11/8/2024 | Prospera Financial Services Inc | 15,179 | $132K | 0.0% | -13.1% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 99,725 | $870K | 0.0% | +25.1% | 0.000% | |
11/6/2024 | Natixis Advisors LLC | 25,849 | $225K | 0.0% | -36.8% | 0.000% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 94,756 | $826K | 0.1% | +5.6% | 0.000% | |
11/6/2024 | SAM Advisors LLC | 464,433 | $4.05M | 1.5% | N/A | 0.000% | |
11/6/2024 | Main Street Financial Solutions LLC | 36,396 | $317K | 0.0% | +6.2% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 38,730 | $338K | 0.0% | -4.9% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 11,907 | $104K | 0.0% | -95.7% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 356,589 | $3.11M | 1.2% | -10.6% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 467,520 | $4.08M | 0.5% | +1.8% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 20,083 | $175K | 0.0% | -5.8% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 610,198 | $5.32M | 0.0% | +1.6% | 0.000% | |
10/29/2024 | Conning Inc. | 119,167 | $1.04M | 0.0% | +2.4% | 0.000% | |
10/29/2024 | Princeton Global Asset Management LLC | 11,602 | $101K | 0.0% | +151.7% | 0.000% | |
10/28/2024 | US Bancorp DE | 3,530 | $31K | 0.0% | -41.4% | 0.000% | |
10/25/2024 | Gateway Wealth Partners LLC | 13,324 | $116K | 0.0% | -20.7% | 0.000% | |
10/24/2024 | Barrett & Company Inc. | 4,350 | $38K | 0.0% | N/A | 0.000% | |
10/24/2024 | Pointe Capital Management LLC | 161,892 | $1.41M | 0.8% | -7.5% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 56,229 | $490K | 0.0% | +8.3% | 0.000% | |
10/23/2024 | Bank of Stockton | 18,000 | $157K | 0.0% | -10.0% | 0.000% | |
10/23/2024 | Global Assets Advisory LLC | 13,955 | $120K | 0.1% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 538,691 | $4.70M | 0.0% | +798.5% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 33,710 | $294K | 0.0% | +6.5% | 0.000% | |
10/21/2024 | Raleigh Capital Management Inc. | 4,617 | $40K | 0.0% | -38.8% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 2,299,907 | $20.06M | 0.0% | +7.3% | 0.000% | |
10/18/2024 | KMG Fiduciary Partners LLC | 123,473 | $1.08M | 0.1% | -1.5% | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 24,024 | $209K | 0.0% | +9.1% | 0.000% | |
10/16/2024 | Summit Investment Advisory Services LLC | 13,929 | $121K | 0.1% | N/A | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 42,476 | $370K | 0.2% | -42.1% | 0.000% | |
10/8/2024 | Integrated Capital Management Inc. | 35,838 | $313K | 0.2% | +7.5% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 204,901 | $1.79M | 0.0% | -2.5% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 100,553 | $850K | 0.1% | -13.1% | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 23,885 | $204K | 0.1% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 149,832 | $1.21M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 236,932 | $2.00M | 0.0% | +4.6% | 0.000% | |
8/21/2024 | Truist Financial Corp | 174,500 | $1.48M | 0.0% | -7.4% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 206,666 | $1.75M | 0.0% | -13.3% | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 16,805 | $142K | 0.0% | -45.4% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 174,332 | $1.47M | 0.0% | -1.2% | 0.000% | |
8/16/2024 | Creative Planning | 35,927 | $304K | 0.0% | +21.7% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 429,875 | $3.63M | 0.9% | -38.8% | 0.000% | |
8/15/2024 | Matrix Private Capital Group LLC | 23,369 | $197K | 0.1% | -8.2% | 0.000% | |
8/14/2024 | Insigneo Advisory Services LLC | 14,215 | $112K | 0.0% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 79,708 | $673K | 0.0% | +25.1% | 0.000% | |
8/12/2024 | Blair William & Co. IL | 204,380 | $1.73M | 0.0% | +332.7% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 2,949,993 | $24.93M | 1.0% | +8.7% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 51,904 | $439K | 0.0% | -4.6% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 233,802 | $1.98M | 0.0% | -1.5% | 0.000% | |
8/8/2024 | CoreCap Advisors LLC | 401,218 | $3.39M | 0.4% | N/A | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 93,595 | $791K | 0.3% | +13.9% | 0.000% | |
|
8/8/2024 | Main Street Financial Solutions LLC | 34,277 | $290K | 0.0% | +24.1% | 0.000% | |
8/7/2024 | Van Hulzen Asset Management LLC | 16,405 | $139K | 0.0% | +12.7% | 0.000% | |
8/7/2024 | Choreo LLC | 22,307 | $188K | 0.0% | N/A | 0.000% | |
8/7/2024 | PFG Investments LLC | 40,211 | $340K | 0.0% | -4.1% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 398,922 | $3.37M | 1.4% | +1.8% | 0.000% | |
8/2/2024 | Wealth Effects LLC | 52,852 | $447K | 0.2% | -2.4% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 279,666 | $2.36M | 0.0% | -54.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 1,142,663 | $9.66M | 0.0% | +1.6% | 0.000% | |
7/31/2024 | Focused Wealth Management Inc | 459,437 | $3.88M | 0.6% | +4.4% | 0.000% | |
7/29/2024 | Ameritas Advisory Services LLC | 73,071 | $617K | 0.0% | +15.7% | 0.000% | |