10/29/2024 | Roman Butler Fullerton & Co. | 268,060 | $1.64M | 0.5% | +0.8% | 0.000% | |
10/29/2024 | Clear Creek Financial Management LLC | 43,500 | $286K | 0.0% | -11.2% | 0.000% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 665,253 | $4.37M | 3.2% | +10.9% | 0.000% | |
10/28/2024 | US Bancorp DE | 39,978 | $263K | 0.0% | -6.9% | 0.000% | |
10/24/2024 | Investment Partners Asset Management Inc. | 192,363 | $1.26M | 1.0% | -22.9% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,801 | $71K | 0.0% | N/A | 0.000% | |
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10/24/2024 | J.W. Cole Advisors Inc. | 158,741 | $1.04M | 0.0% | +111.1% | 0.000% | |
10/24/2024 | Ellis Investment Partners LLC | 10,524 | $69K | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 14,953 | $98K | 0.0% | -41.5% | 0.000% | |
10/21/2024 | Flagship Harbor Advisors LLC | 1,585,307 | $10.42M | 0.6% | N/A | 0.000% | |
10/19/2024 | Heritage Wealth Management Inc. CA | 13,147 | $86K | 0.1% | -12.5% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 28,484 | $187K | 0.0% | +100.0% | 0.000% | |
10/9/2024 | Stolper Co | 99,298 | $652K | 0.2% | -3.3% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 51,827 | $341K | 0.0% | -5.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 564,274 | $2.77M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 329,481 | $1.66M | 0.0% | -9.8% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 14,614 | $74K | 0.0% | -27.6% | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 10,033 | $51K | 0.0% | -19.9% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 1,549,188 | $7.81M | 0.7% | -20.3% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 75,203 | $379K | 0.0% | +61.7% | 0.000% | |
8/8/2024 | Vima LLC | 33,992 | $171K | 0.4% | -67.9% | 0.000% | |
8/8/2024 | Fiduciary Group LLC | 14,980 | $75K | 0.0% | +23.0% | 0.000% | |
8/7/2024 | Choreo LLC | 87,573 | $440K | 0.0% | N/A | 0.000% | |
8/6/2024 | Advisor OS LLC | 40,649 | $205K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 15,000 | $76K | 0.0% | N/A | 0.000% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 235,732 | $1.19M | 0.3% | +8.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 159,801 | $805K | 0.0% | -8.6% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 101,946 | $514K | 0.0% | +7.5% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 23,358 | $118K | 0.0% | -21.5% | 0.000% | |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 600,046 | $3.02M | 2.5% | +3.1% | 0.000% | |
7/20/2024 | Meridian Investment Counsel Inc. | 11,666 | $59K | 0.0% | -20.5% | 0.000% | |
7/19/2024 | Hoylecohen LLC | 30,000 | $151K | 0.0% | +200.0% | 0.000% | |
7/17/2024 | Atticus Wealth Management LLC | 21,514 | $108K | 0.0% | +9.4% | 0.000% | |
7/17/2024 | 180 Wealth Advisors LLC | 145,407 | $752K | 0.1% | +5.4% | 0.000% | |
7/16/2024 | Cooper Financial Group | 208,365 | $1.05M | 0.2% | +3.0% | 0.000% | |
7/16/2024 | Advisor Resource Council | 10,190 | $51K | 0.0% | -36.8% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 75,452 | $380K | 0.0% | -2.5% | 0.000% | |
7/15/2024 | Occidental Asset Management LLC | 18,859 | $95K | 0.0% | +11.4% | 0.000% | |
7/9/2024 | Investment Partners Asset Management Inc. | 249,496 | $1.26M | 1.1% | -3.7% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 365,228 | $1.97M | 0.0% | N/A | 0.000% | |
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5/22/2024 | Burney Co. | 24,672 | $133K | 0.0% | -15.7% | 0.000% | |
5/20/2024 | Virtu Financial LLC | 36,016 | $194K | 0.0% | N/A | 0.000% | |
5/17/2024 | Comerica Bank | 51,600 | $278K | 0.0% | -22.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 20,188 | $109K | 0.0% | +29.0% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 624,485 | $3.36M | 0.1% | -10.8% | 0.000% | |
5/14/2024 | Axxcess Wealth Management LLC | 20,652 | $111K | 0.0% | -28.1% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 1,943,106 | $10.45M | 0.9% | +124.0% | 0.000% | |
5/10/2024 | Spirepoint Private Client LLC | 10,795 | $58K | 0.0% | N/A | 0.000% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 27,742 | $149K | 0.0% | +12.0% | 0.000% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 218,015 | $1.17M | 0.3% | +4.8% | 0.000% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 581,906 | $3.13M | 2.6% | +10.4% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 47,931 | $258K | 0.0% | -8.2% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 46,502 | $250K | 0.0% | +243.8% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 174,926 | $941K | 0.0% | +16.1% | 0.000% | |
4/23/2024 | Charter Oak Capital Management LLC | 10,025 | $54K | 0.0% | N/A | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 33,579 | $181K | 0.0% | -17.1% | 0.000% | |
4/19/2024 | Advisor Resource Council | 16,115 | $88K | 0.0% | N/A | 0.000% | |
4/18/2024 | Quattro Financial Advisors LLC | 50,124 | $270K | 0.1% | +1,002,380.0% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 137,952 | $742K | 0.1% | +4.1% | 0.000% | |
4/15/2024 | Investment Partners Asset Management Inc. | 258,967 | $1.39M | 1.3% | -7.4% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 10,000 | $54K | 0.0% | -75.1% | 0.000% | |
4/11/2024 | Cooper Financial Group | 202,322 | $1.09M | 0.2% | +5.2% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 51,627 | $278K | 0.0% | +29.7% | 0.000% | |
4/9/2024 | Stolper Co | 102,619 | $552K | 0.2% | +10.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 22,500 | $122K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 36,482 | $198K | 0.0% | -34.2% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,644 | $85K | 0.0% | -22.5% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 11,412 | $62K | 0.0% | N/A | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 35,728 | $194K | 0.0% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 74,613 | $405K | 0.9% | N/A | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 35,249 | $191K | 0.0% | -13.5% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 12,444 | $68K | 0.0% | -44.7% | 0.000% | |
2/20/2024 | Quarry LP | 145,805 | $792K | 0.1% | +3.5% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 239,243 | $1.30M | 0.4% | N/A | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 221,400 | $1.20M | 0.6% | N/A | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 82,748 | $449K | 0.0% | -18.5% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 55,580 | $302K | 0.0% | N/A | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 867,281 | $4.71M | 0.4% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 11,745 | $64K | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,425,885 | $7.74M | 0.0% | +8.6% | 0.000% | |
2/9/2024 | Coldstream Capital Management Inc. | 15,282 | $83K | 0.0% | +17.7% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 17,804 | $97K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 4,668,688 | $25.35M | 0.0% | -4.4% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 24,077 | $131K | 0.0% | -53.6% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 182,501 | $991K | 0.0% | +20.7% | 0.000% | |
2/6/2024 | Alterna Wealth Management Inc. | 15,200 | $83K | 0.1% | N/A | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 50,213 | $273K | 0.0% | -15.5% | 0.000% | |
2/5/2024 | WealthTrust Axiom LLC | 303,259 | $1.65M | 0.6% | -2.1% | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 74,792 | $406K | 0.0% | -26.8% | 0.000% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 208,028 | $1.13M | 0.3% | +6.6% | 0.000% | |
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2/2/2024 | Atria Wealth Solutions Inc. | 10,091 | $55K | 0.0% | -52.4% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 406,544 | $2.21M | 0.0% | +1,013.7% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 13,524 | $73K | 0.0% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 52,252 | $284K | 0.2% | -48.0% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 32,588 | $177K | 0.4% | N/A | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 279,679 | $1.52M | 1.5% | N/A | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 5,700 | $31K | 0.0% | N/A | 0.000% | |
1/24/2024 | Clear Creek Financial Management LLC | 49,000 | $266K | 0.0% | -7.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 92,743 | $504K | 0.0% | -35.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 103,736 | $563K | 0.0% | -20.6% | 0.000% | |