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% | |
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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% | |
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% | |
8/15/2023 | Cohen & Steers Inc. | 792,500 | $11.69M | 0.0% | +46.6% | 0.000% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 10,000 | $148K | 0.0% | N/A | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 75,426 | $1.11M | 0.1% | +639.5% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 760,539 | $11.22M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Corrado Advisors LLC | 181,699 | $2.68M | 1.9% | +1.9% | 0.000% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 18,653 | $275K | 0.1% | N/A | 0.000% | |
8/7/2023 | Element Wealth LLC | 225,455 | $3.33M | 2.3% | +3.1% | 0.000% | |
8/7/2023 | Brown Brothers Harriman & Co. | 25,000 | $369K | 0.0% | N/A | 0.000% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 54,513 | $804K | 0.0% | +15.7% | 0.000% | |
8/2/2023 | Sigma Planning Corp | 21,670 | $320K | 0.0% | +5.3% | 0.000% | |
7/31/2023 | LPL Financial LLC | 136,546 | $2.01M | 0.0% | -3.7% | 0.000% | |
7/25/2023 | Mathes Company Inc. | 14,500 | $214K | 0.1% | N/A | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 11,300 | $167K | 0.0% | N/A | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 13,050 | $195K | 0.0% | N/A | 0.000% | |
5/12/2023 | UBS Group AG | 4,336,524 | $64.40M | 0.0% | +195.0% | 0.000% | |
5/12/2023 | Journey Strategic Wealth LLC | 74,538 | $1.11M | 0.1% | +2.6% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 60,130 | $893K | 0.2% | N/A | 0.000% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 47,123 | $700K | 0.0% | +47.3% | 0.000% | |
5/8/2023 | Sigma Planning Corp | 20,570 | $305K | 0.0% | N/A | 0.000% | |
5/3/2023 | Element Wealth LLC | 218,634 | $3.25M | 2.4% | +1.8% | 0.000% | |
5/3/2023 | Corrado Advisors LLC | 178,253 | $2.65M | 1.8% | -9.4% | 0.000% | |
4/24/2023 | Penserra Capital Management LLC | 713,138 | $10.59M | 0.2% | +6.6% | 0.000% | |
4/19/2023 | SOL Capital Management CO | 560,485 | $8.32M | 1.4% | +14.9% | 0.000% | |
4/10/2023 | Versant Capital Management Inc | 5,000 | $74K | 0.0% | N/A | 0.000% | |
3/3/2023 | Crumly & Associates Inc. | 39,750 | $588K | 0.2% | -58.3% | 0.000% | |
2/14/2023 | Penserra Capital Management LLC | 669,073 | $9.90M | 0.2% | +13.3% | 0.000% | |
2/10/2023 | City of London Investment Management Co. Ltd. | 17,000 | $251K | 0.0% | -84.0% | 0.000% | |
2/8/2023 | UBS Group AG | 1,470,186 | $21.74M | 0.0% | +21.4% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 20,195 | $299K | 0.0% | +6.1% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 36,975 | $546K | 0.0% | +5.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 76,563 | $1.13M | 0.0% | N/A | 0.000% | |
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2/3/2023 | U.S. Capital Wealth Advisors LLC | 31,988 | $473K | 0.0% | N/A | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 33,410 | $494K | 0.0% | +4.4% | 0.000% | |
1/24/2023 | SOL Capital Management CO | 487,890 | $7.22M | 1.3% | +60.8% | 0.000% | |