8/6/2025 | Prospera Financial Services Inc | 35,000 | $391K | 0.0% | N/A | 0.000% | |
8/6/2025 | Wedbush Securities Inc. | 86,319 | $964K | 0.0% | +2.7% | 0.000% | |
8/5/2025 | Rareview Capital LLC | 66,107 | $738K | 0.5% | -7.8% | 0.000% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 61,310 | $675K | 0.4% | -18.3% | 0.000% | |
8/5/2025 | Intellectus Partners LLC | 25,000 | $281K | 0.1% | +85.2% | 0.000% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 38,828 | $434K | 0.1% | N/A | 0.000% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 13,556 | $151K | 0.0% | +19.7% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 99,375 | $1.11M | 0.0% | +114.6% | 0.000% | |
7/30/2025 | Whittier Trust Co. | 93,821 | $1.05M | 0.0% | -13.0% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 42,600 | $476K | 0.0% | +13.3% | 0.000% | |
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7/28/2025 | Mutual Advisors LLC | 62,950 | $689K | 0.0% | +3.0% | 0.000% | |
7/25/2025 | RHS Financial LLC | 46,560 | $520K | 0.3% | -6.8% | 0.000% | |
7/24/2025 | Mackay Shields LLC | 2,150,869 | $24.03M | 0.8% | -1.6% | 0.000% | |
7/23/2025 | Ignite Planners LLC | 323,400 | $3.55M | 0.5% | +4.2% | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 65,357 | $730K | 0.0% | -11.4% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 49,816 | $556K | 0.4% | -7.0% | 0.000% | |
7/16/2025 | New Insight Wealth Advisors | 41,135 | $459K | 0.2% | -31.3% | 0.000% | |
7/16/2025 | Perigon Wealth Management LLC | 15,168 | $169K | 0.0% | -8.5% | 0.000% | |
7/15/2025 | Regatta Capital Group LLC | 144,621 | $1.62M | 0.3% | -1.3% | 0.000% | |
7/15/2025 | EWG Elevate Inc. | 12,100 | $135K | 0.0% | N/A | 0.000% | |
7/14/2025 | Southland Equity Partners LLC | 135,540 | $1.51M | 0.3% | +10.2% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 26,714 | $300K | 0.0% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 70,068 | $788K | 0.0% | +41.6% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 35,626 | $400K | 0.0% | -8.7% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 643,970 | $7.24M | 0.1% | +12.7% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 11,668 | $131K | 0.0% | -28.3% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 125,135 | $1.41M | 0.0% | +8.1% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 14,353 | $161K | 0.0% | -16.4% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,602,299 | $18.01M | 0.2% | +2.9% | 0.000% | |
5/14/2025 | RB Capital Management LLC | 15,531 | $175K | 0.0% | -14.2% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 239,427 | $2.69M | 0.1% | -2.0% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 47,930 | $539K | 0.0% | +2.9% | 0.000% | |
5/13/2025 | Core Wealth Partners LLC | 33,499 | $377K | 0.2% | -10.8% | 0.000% | |
5/12/2025 | Cooper Financial Group | 40,355 | $454K | 0.1% | -3.7% | 0.000% | |
5/12/2025 | Virtu Financial LLC | 11,495 | $129K | 0.0% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 48,108 | $544K | 0.0% | -4.3% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 59,626 | $670K | 0.0% | N/A | 0.000% | |
5/8/2025 | US Bancorp DE | 4,400 | $49K | 0.0% | +52.9% | 0.000% | |
5/8/2025 | First Foundation Advisors | 68,102 | $765K | 0.0% | +18.9% | 0.000% | |
5/7/2025 | LPL Financial LLC | 362,391 | $4.07M | 0.0% | +15.8% | 0.000% | |
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5/7/2025 | Rareview Capital LLC | 71,699 | $806K | 0.5% | -2.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 63,365 | $712K | 0.0% | -5.6% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 17,355 | $195K | 0.0% | N/A | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 84,019 | $944K | 0.0% | -40.1% | 0.000% | |
5/6/2025 | Ignite Planners LLC | 310,430 | $3.40M | 0.7% | +7.7% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 50,335 | $566K | 0.0% | +70.2% | 0.000% | |
5/5/2025 | Nwam LLC | 43,139 | $485K | 0.0% | -3.1% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 55,063 | $619K | 0.0% | +8.6% | 0.000% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,550 | $40K | 0.0% | -22.0% | 0.000% | |
5/2/2025 | Whittier Trust Co. | 107,887 | $1.21M | 0.0% | -3.9% | 0.000% | |
5/2/2025 | Dakota Wealth Management | 57,149 | $642K | 0.0% | -72.8% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 49,862 | $560K | 0.0% | -8.5% | 0.000% | |
4/30/2025 | Allworth Financial LP | 155,224 | $1.66M | 0.0% | -8.7% | 0.000% | |
4/30/2025 | New Insight Wealth Advisors | 59,910 | $673K | 0.3% | +29.8% | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 132,849 | $1.49M | 0.0% | -37.7% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 2,184,910 | $24.56M | 0.8% | -1.8% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 46,300 | $520K | 0.0% | +27.0% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 17,057 | $192K | 0.0% | -19.3% | 0.000% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 40,750 | $461K | 0.0% | +10.1% | 0.000% | |
4/23/2025 | Atala Financial Inc | 140,895 | $1.58M | 1.2% | -1.6% | 0.000% | |
4/17/2025 | RHS Financial LLC | 49,979 | $562K | 0.3% | +37.2% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,383 | $240K | 0.0% | +13.7% | 0.000% | |
4/14/2025 | Regatta Capital Group LLC | 146,597 | $1.65M | 0.3% | -4.0% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 320,373 | $3.60M | 0.2% | -13.1% | 0.000% | |
4/9/2025 | Castle Rock Wealth Management LLC | 24,375 | $275K | 0.1% | -4.5% | 0.000% | |
2/26/2025 | LM Advisors LLC | 338,613 | $3.82M | 0.6% | +1.2% | 0.000% | |
2/18/2025 | Western Wealth Management LLC | 11,440 | $129K | 0.0% | -24.0% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 20,000 | $226K | 0.0% | N/A | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 16,279 | $184K | 0.0% | -7.3% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 467,107 | $5.27M | 0.0% | +54.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 112,213 | $1.27M | 0.0% | +31.6% | 0.000% | |
2/14/2025 | Whitebox Advisors LLC | 72,679 | $821K | 0.0% | -90.8% | 0.000% | |
2/14/2025 | Comerica Bank | 5,236 | $59K | 0.0% | -31.8% | 0.000% | |
2/14/2025 | Bridgewealth Advisory Group LLC | 38,523 | $440K | 0.1% | +90.3% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 65,372 | $738K | 0.0% | +72.1% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 213,234 | $2.41M | 0.0% | -3.0% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 49,475 | $559K | 0.0% | +17.0% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,557,366 | $17.58M | 0.1% | +8.7% | 0.000% | |
2/13/2025 | XTX Topco Ltd | 12,404 | $140K | 0.0% | -59.3% | 0.000% | |
2/13/2025 | Mariner LLC | 523,177 | $5.91M | 0.0% | -1.7% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 933,059 | $10.53M | 0.0% | +9.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 165,018 | $1.86M | 0.0% | N/A | 0.000% | |
2/13/2025 | Cerity Partners LLC | 54,505 | $615K | 0.0% | +3.8% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 140,233 | $1.58M | 0.1% | +17.5% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 244,327 | $2.76M | 0.1% | +16.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,125,822 | $12.71M | 0.0% | +3.1% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 41,665 | $470K | 0.0% | N/A | 0.000% | |
2/12/2025 | DKM Wealth Management Inc. | 142,401 | $1.61M | 1.5% | N/A | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 38,256 | $432K | 0.1% | +16.8% | 0.000% | |
2/12/2025 | LM Advisors LLC | 338,613 | $3.82M | 0.7% | +1.2% | 0.000% | |
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2/11/2025 | LPL Financial LLC | 312,923 | $3.53M | 0.0% | +3.7% | 0.000% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 4,550 | $51K | 0.0% | -29.8% | 0.000% | |
2/11/2025 | Whittier Trust Co. | 112,242 | $1.27M | 0.0% | -5.3% | 0.000% | |
2/10/2025 | Evoke Wealth LLC | 240,374 | $2.71M | 0.1% | +21.2% | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 94,786 | $1.07M | 0.0% | +27.0% | 0.000% | |
2/10/2025 | Atala Financial Inc | 143,251 | $1.62M | 1.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 71,041 | $802K | 0.0% | +31.0% | 0.000% | |
2/10/2025 | Hollencrest Capital Management | 50,703 | $572K | 0.0% | -13.8% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 46,578 | $526K | 0.0% | +21.4% | 0.000% | |
2/7/2025 | Tortoise Investment Management LLC | 21,228 | $240K | 0.0% | -24.9% | 0.000% | |