2/18/2025 | Novem Group | 20,755 | $317K | 0.0% | N/A | 0.000% | |
2/18/2025 | Continuum Advisory LLC | 2,601 | $40K | 0.0% | -51.7% | 0.000% | |
2/17/2025 | Millennium Management LLC | 26,087 | $398K | 0.0% | -65.3% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 15,571 | $237K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 292,514 | $4.46M | 0.0% | +17.2% | 0.000% | |
2/14/2025 | Comerica Bank | 25,591 | $390K | 0.0% | +22.1% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 34,901 | $532K | 0.0% | +23.3% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 23,868 | $364K | 0.0% | N/A | 0.000% | |
2/14/2025 | First Trust Advisors LP | 12,627 | $193K | 0.0% | +13.4% | 0.000% | |
2/13/2025 | XTX Topco Ltd | 23,504 | $358K | 0.0% | N/A | 0.000% | |
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2/13/2025 | CreativeOne Wealth LLC | 12,600 | $192K | 0.0% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 891,818 | $13.60M | 0.0% | -0.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 73,059 | $1.11M | 0.0% | +52.6% | 0.000% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 16,750 | $255K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 78,138 | $1.19M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 296,340 | $4.52M | 0.0% | +2.7% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 44,121 | $673K | 0.0% | +7.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,154,608 | $17.61M | 0.0% | +25.4% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 99,996 | $1.53M | 0.1% | +1.3% | 0.000% | |
2/12/2025 | World Investment Advisors | 137,200 | $2.09M | 0.1% | +67.9% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 358,285 | $5.46M | 1.8% | +17.3% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 127,339 | $1.94M | 0.1% | N/A | 0.000% | |
2/10/2025 | SouthState Corp | 9,350 | $143K | 0.0% | N/A | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 11,562 | $176K | 0.0% | -41.0% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 34,664 | $529K | 0.0% | -15.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 78,138 | $1.19M | 0.0% | N/A | 0.000% | |
2/5/2025 | Anfield Capital Management LLC | 3,664 | $56K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 7,500 | $114K | 0.1% | N/A | 0.000% | |
2/5/2025 | Corrado Advisors LLC | 122,473 | $1.87M | 1.2% | -22.0% | 0.000% | |
2/4/2025 | IFP Advisors Inc | 3,999 | $61K | 0.0% | +549.2% | 0.000% | |
2/3/2025 | Element Wealth LLC | 228,241 | $3.48M | 1.8% | +0.6% | 0.000% | |
1/31/2025 | Truist Financial Corp | 43,854 | $669K | 0.0% | -1.9% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 77,752 | $1.19M | 0.2% | +1.1% | 0.000% | |
1/27/2025 | Choreo LLC | 82,028 | $1.25M | 0.0% | +39.7% | 0.000% | |
1/24/2025 | Journey Strategic Wealth LLC | 67,838 | $1.04M | 0.0% | +91.7% | 0.000% | |
1/24/2025 | Chicago Partners Investment Group LLC | 24,736 | $389K | 0.0% | -20.4% | 0.000% | |
1/23/2025 | SOL Capital Management CO | 1,314,494 | $20.05M | 2.2% | +24.0% | 0.000% | |
1/13/2025 | Courier Capital LLC | 37,201 | $567K | 0.0% | N/A | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 12,800 | $195K | 0.0% | -21.5% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 81,700 | $1.36M | 0.0% | N/A | 0.000% | |
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11/25/2024 | Sanctuary Advisors LLC | 32,319 | $536K | 0.0% | -9.0% | 0.000% | |
11/15/2024 | World Investment Advisors LLC | 1,358,671 | $22.60M | 0.1% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 47,880 | $796K | 0.0% | +46.5% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 40,451 | $673K | 0.0% | -3.1% | 0.000% | |
11/1/2024 | Corrado Advisors LLC | 157,018 | $2.61M | 1.6% | -3.1% | 0.000% | |
10/29/2024 | Chicago Partners Investment Group LLC | 31,076 | $506K | 0.0% | +20.4% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 4,000 | $67K | 0.0% | N/A | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,880 | $181K | 0.0% | N/A | 0.000% | |
10/23/2024 | Element Wealth LLC | 226,874 | $3.77M | 2.0% | -3.2% | 0.000% | |
10/22/2024 | SOL Capital Management CO | 1,059,880 | $17.63M | 2.0% | +12.3% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 15,142 | $252K | 0.0% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 35,500 | $544K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 42,399 | $670K | 0.0% | -3.2% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 210,389 | $3.33M | 0.0% | +58.1% | 0.000% | |
8/7/2024 | Choreo LLC | 49,277 | $782K | 0.0% | +52.7% | 0.000% | |
8/7/2024 | PFG Investments LLC | 11,409 | $180K | 0.0% | -86.4% | 0.000% | |
8/3/2024 | Nottingham Advisors Inc. | 40,301 | $637K | 0.1% | N/A | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 76,446 | $1.21M | 0.3% | -8.2% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,623 | $658K | 0.0% | -2.4% | 0.000% | |
7/23/2024 | SOL Capital Management CO | 944,169 | $14.93M | 1.8% | +17.7% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 16,300 | $258K | 0.0% | +22.6% | 0.000% | |
5/17/2024 | Comerica Bank | 14,000 | $220K | 0.0% | -15.2% | 0.000% | |
5/16/2024 | Prudent Investors Network Inc. | 15,843 | $249K | 0.1% | N/A | 0.000% | |
5/9/2024 | Corrado Advisors LLC | 167,281 | $2.63M | 1.7% | -5.4% | 0.000% | |
5/2/2024 | Choreo LLC | 32,263 | $507K | 0.0% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 42,659 | $671K | 0.0% | -18.5% | 0.000% | |
4/24/2024 | SOL Capital Management CO | 802,354 | $12.62M | 1.6% | +24.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 83,705 | $1.32M | 0.1% | N/A | 0.000% | |
4/11/2024 | &PARTNERS | 10,199 | $160K | 0.0% | -22.7% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 1,917 | $27K | 0.0% | N/A | 0.000% | |
2/14/2024 | LM Advisors LLC | 51,485 | $736K | 0.1% | N/A | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 10,250 | $147K | 0.0% | N/A | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 56,737 | $811K | 0.4% | +58.7% | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 56,188 | $803K | 0.0% | -13.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 536,525 | $7.67M | 0.0% | +39.5% | 0.000% | |
2/9/2024 | UBS Group AG | 2,935,693 | $41.98M | 0.0% | -20.6% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 44,423 | $635K | 0.0% | -18.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 23,123 | $331K | 0.0% | N/A | 0.000% | |
2/1/2024 | Corrado Advisors LLC | 176,865 | $2.53M | 2.1% | -3.2% | 0.000% | |
2/1/2024 | Element Wealth LLC | 233,414 | $3.34M | 2.1% | +1.0% | 0.000% | |
1/30/2024 | Mathes Company Inc. | 17,500 | $250K | 0.1% | +20.7% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 18,886 | $270K | 0.1% | N/A | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 82,684 | $1.18M | 0.3% | +5.2% | 0.000% | |
1/25/2024 | SOL Capital Management CO | 646,706 | $9.25M | 1.3% | -0.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,616 | $166K | 0.0% | N/A | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 824,464 | $11.44M | 0.2% | +8.4% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 43,609 | $605K | 0.0% | +6.3% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 78,586 | $1.09M | 0.3% | -2.3% | 0.000% | |
11/9/2023 | UBS Group AG | 3,697,544 | $51.32M | 0.0% | -0.7% | 0.000% | |
11/8/2023 | Element Wealth LLC | 231,004 | $3.21M | 2.3% | +2.5% | 0.000% | |
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11/8/2023 | Journey Strategic Wealth LLC | 65,188 | $905K | 0.0% | -3.0% | 0.000% | |
11/6/2023 | Corrado Advisors LLC | 182,662 | $2.54M | 1.7% | +0.5% | 0.000% | |
10/27/2023 | Carmel Capital Partners LLC | 16,250 | $226K | 0.1% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,610 | $231K | 0.0% | -6.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 52,294 | $726K | 0.0% | +38.4% | 0.000% | |
10/19/2023 | SOL Capital Management CO | 648,620 | $9.00M | 1.4% | +5.6% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 13,300 | $185K | 0.0% | +17.7% | 0.000% | |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 21,035 | $310K | 0.2% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,774,709 | $26.18M | 1.3% | -2.8% | 0.000% | |
8/15/2023 | Journey Strategic Wealth LLC | 67,188 | $991K | 0.0% | -9.9% | 0.000% | |