11/15/2024 | EP Wealth Advisors LLC | 20,927 | $276K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 143,645 | $1.90M | 0.0% | +3.4% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 73,870 | $975K | 0.0% | +24.6% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 999,625 | $13.20M | 0.3% | N/A | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 10,600 | $140K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 362,930 | $4.79M | 0.1% | +19.7% | 0.000% | |
|
11/1/2024 | Objective Capital Management LLC | 15,601 | $206K | 0.1% | N/A | 0.000% | |
11/1/2024 | Klingman & Associates LLC | 27,547 | $364K | 0.0% | +2.8% | 0.000% | |
10/31/2024 | Graypoint LLC | 182,625 | $2.41M | 0.2% | +2.8% | 0.000% | |
10/29/2024 | Whitener Capital Management Inc. | 29,186 | $385K | 0.1% | +4.4% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 143,880 | $18.99M | 0.0% | N/A | 0.000% | |
10/22/2024 | Eastern Bank | 11,009 | $145K | 0.0% | N/A | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 38,265 | $505K | 0.0% | -2.5% | 0.000% | |
10/11/2024 | Wagner Wealth Management LLC | 80,300 | $1.06M | 0.3% | -33.8% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 47,394 | $626K | 0.4% | +29.5% | 0.000% | |
10/7/2024 | Marathon Strategic Advisors LLC | 240,798 | $3.18M | 3.4% | -2.3% | 0.000% | |
10/2/2024 | Kades & Cheifetz LLC | 73,781 | $974K | 0.6% | +1.3% | 0.000% | |
8/21/2024 | Truist Financial Corp | 197,362 | $2.55M | 0.0% | -18.8% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,368 | $147K | 0.0% | -34.2% | 0.000% | |
8/7/2024 | Edgemoor Investment Advisors Inc. | 64,652 | $837K | 0.1% | +191.0% | 0.000% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 71,358 | $923K | 0.2% | +9.0% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 33,186 | $429K | 0.1% | -18.2% | 0.000% | |
7/31/2024 | Graypoint LLC | 177,588 | $2.30M | 0.2% | +2.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 166,569 | $2.16M | 0.0% | +1.3% | 0.000% | |
7/31/2024 | Klingman & Associates LLC | 26,786 | $347K | 0.0% | +2.9% | 0.000% | |
7/23/2024 | Byrne Asset Management LLC | 48,181 | $628K | 0.4% | -71.4% | 0.000% | |
7/19/2024 | RBA Wealth Management LLC | 11,210 | $145K | 0.1% | -10.4% | 0.000% | |
7/19/2024 | Petra Financial Advisors Inc. | 17,815 | $231K | 0.2% | -9.2% | 0.000% | |
7/17/2024 | Whitener Capital Management Inc. | 27,950 | $362K | 0.1% | +4.3% | 0.000% | |
7/15/2024 | Andrew Hill Investment Advisors Inc. | 37,495 | $485K | 0.4% | +5.0% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 56,051 | $725K | 0.5% | -5.6% | 0.000% | |
7/12/2024 | Congress Park Capital LLC | 217,985 | $2.82M | 1.1% | +33.3% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 39,255 | $508K | 0.0% | -5.7% | 0.000% | |
7/8/2024 | Marathon Strategic Advisors LLC | 246,418 | $3.19M | 3.7% | -0.6% | 0.000% | |
6/5/2024 | Objective Capital Management LLC | 18,509 | $239K | 0.2% | +8.9% | 0.000% | |
6/4/2024 | Zazove Associates LLC | 21,095 | $273K | 0.0% | -44.9% | 0.000% | |
5/20/2024 | Virtu Financial LLC | 13,375 | $173K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,279 | $218K | 0.0% | +15.0% | 0.000% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 16,500 | $213K | 0.0% | -5.7% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 309,241 | $4.00M | 0.1% | +9.4% | 0.000% | |
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5/9/2024 | ProVise Management Group LLC | 34,807 | $450K | 0.0% | -2.8% | 0.000% | |
5/9/2024 | Private Management Group Inc. | 61,245 | $791K | 0.0% | -3.0% | 0.000% | |
5/7/2024 | Zazove Associates LLC | 21,095 | $273K | 0.0% | -44.9% | 0.000% | |
5/6/2024 | Kades & Cheifetz LLC | 70,763 | $914K | 0.6% | +3.5% | 0.000% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 65,458 | $846K | 0.2% | +5.6% | 0.000% | |
5/2/2024 | Graypoint LLC | 172,610 | $2.23M | 0.2% | +2.9% | 0.000% | |
5/1/2024 | Klingman & Associates LLC | 26,033 | $336K | 0.0% | +22.0% | 0.000% | |
5/1/2024 | DecisionPoint Financial LLC | 2,200 | $29K | 0.0% | N/A | 0.000% | |
4/30/2024 | Hartline Investment Corp | 12,920 | $167K | 0.0% | N/A | 0.000% | |
4/30/2024 | Marathon Strategic Advisors LLC | 247,916 | $3.20M | 3.9% | +1.6% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 164,497 | $2.13M | 0.0% | +7.4% | 0.000% | |
4/22/2024 | Byrne Asset Management LLC | 168,367 | $2.18M | 1.5% | -1.1% | 0.000% | |
4/19/2024 | RBA Wealth Management LLC | 12,517 | $162K | 0.1% | -7.7% | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 10,984 | $142K | 0.0% | N/A | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 163,519 | $2.11M | 0.9% | +28.9% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 24,327 | $314K | 0.2% | +16.6% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,024 | $190K | 0.0% | -13.1% | 0.000% | |
2/14/2024 | Jones Road Capital Management L.P. | 229,254 | $2.90M | 0.7% | +59.8% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 320,475 | $4.06M | 0.2% | -23.1% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 13,807 | $175K | 0.1% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 35,807 | $453K | 0.0% | -4.1% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 117,561 | $1.49M | 0.0% | -1.3% | 0.000% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 17,500 | $222K | 0.0% | -39.7% | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 34,654 | $439K | 0.1% | +2.7% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,735 | $47K | 0.0% | N/A | 0.000% | |
2/5/2024 | Shufro Rose & Co. LLC | 53,555 | $676K | 0.1% | +1.9% | 0.000% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 61,977 | $785K | 0.2% | +1.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 347,567 | $4.40M | 0.0% | -6.3% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,081 | $457K | 0.0% | -2.7% | 0.000% | |
2/2/2024 | Private Management Group Inc. | 63,166 | $800K | 0.0% | -2.2% | 0.000% | |
2/1/2024 | CWM LLC | 2,883 | $36K | 0.0% | -25.2% | 0.000% | |
1/31/2024 | Andrew Hill Investment Advisors Inc. | 36,134 | $457K | 0.5% | N/A | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 37,344 | $473K | 0.1% | -3.7% | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 12,000 | $152K | 0.0% | N/A | 0.000% | |
1/30/2024 | Kades & Cheifetz LLC | 68,345 | $865K | 0.6% | +12.7% | 0.000% | |
1/29/2024 | Graypoint LLC | 167,664 | $2.12M | 0.2% | +3.0% | 0.000% | |
1/29/2024 | Byrne Asset Management LLC | 170,212 | $2.13M | 1.6% | -39.6% | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 10,379 | $131K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 76,783 | $9.72M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 76,783 | $9.72M | 0.0% | N/A | 0.000% | |
1/23/2024 | Visionary Horizons LLC | 33,820 | $428K | 0.3% | N/A | 0.000% | |
1/19/2024 | Congress Park Capital LLC | 126,813 | $1.61M | 0.8% | +13.2% | 0.000% | |
1/19/2024 | Wagner Wealth Management LLC | 762,535 | $9.65M | 3.2% | +6.4% | 0.000% | |
1/18/2024 | Gradient Investments LLC | 2,000 | $25K | 0.0% | N/A | 0.000% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 2,000 | $25K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 63,004 | $798K | 0.0% | -2.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 32,404 | $410K | 0.0% | +22.0% | 0.000% | |
1/11/2024 | Whitener Capital Management Inc. | 24,800 | $314K | 0.1% | -7.5% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 51,118 | $647K | 0.0% | -3.1% | 0.000% | |
1/2/2024 | Anchor Investment Management LLC | 3,900 | $49K | 0.0% | N/A | 0.000% | |
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12/1/2023 | B. Riley Wealth Advisors Inc. | 17,279 | $218K | 0.0% | -46.1% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 325,694 | $4.11M | 0.1% | +6.0% | 0.000% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,572 | $146K | 0.0% | N/A | 0.000% | |
11/13/2023 | LPL Financial LLC | 652,942 | $8.24M | 0.0% | -19.2% | 0.000% | |
11/13/2023 | Invesco Ltd. | 640,728 | $8.09M | 0.0% | +4.7% | 0.000% | |
11/9/2023 | UBS Group AG | 167,973 | $2.12M | 0.0% | -1.6% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 37,081 | $468K | 0.0% | +11.9% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 41,096 | $519K | 0.3% | +87.6% | 0.000% | |
11/6/2023 | Schechter Investment Advisors LLC | 22,912 | $289K | 0.0% | -38.9% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 8,690 | $109K | 0.0% | N/A | 0.000% | |