2/17/2025 | Kaizen Financial Strategies | 66,645 | $342K | 0.2% | +93.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 154,923 | $795K | 0.0% | +49.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 290,515 | $1.49M | 0.0% | -1.2% | 0.000% | |
2/17/2025 | Ancora Advisors LLC | 6,950 | $36K | 0.0% | -68.3% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 84,096 | $431K | 0.0% | -4.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 164,074 | $842K | 0.3% | +16.3% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 98,200 | $504K | 0.0% | -7.4% | 0.000% | |
2/13/2025 | Evergreen Capital Management LLC | 3,627,669 | $18.61M | 0.6% | +3.3% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 234,275 | $1.20M | 0.0% | +19.9% | 0.000% | |
2/13/2025 | Savvy Advisors Inc. | 111,882 | $574K | 0.1% | N/A | 0.000% | |
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2/13/2025 | Raymond James Financial Inc. | 97,107 | $498K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 866,772 | $4.45M | 0.0% | +15.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,258 | $58K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 91,734 | $471K | 0.0% | -15.4% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 14,346 | $74K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 446,730 | $2.29M | 0.0% | +9.8% | 0.000% | |
2/11/2025 | Optimum Investment Advisors | 5,500 | $28K | 0.0% | +120.0% | 0.000% | |
2/11/2025 | Truffle Hound Capital LLC | 202,084 | $1.04M | 0.4% | N/A | 0.000% | |
2/10/2025 | Rareview Capital LLC | 430,701 | $2.21M | 1.6% | +9.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 53,555 | $275K | 0.0% | -15.1% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 10,620 | $54K | 0.0% | -91.4% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 561,585 | $2.88M | 0.0% | -2.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 97,107 | $498K | 0.0% | N/A | 0.000% | |
2/5/2025 | Mills Wealth Advisors LLC | 303,152 | $1.56M | 0.9% | -4.7% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 166,602 | $855K | 0.0% | +3.3% | 0.000% | |
2/3/2025 | Waterfront Wealth Inc. | 285,261 | $1.46M | 0.4% | -24.5% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 129,750 | $666K | 0.0% | +3.6% | 0.000% | |
1/28/2025 | Stephens Inc. AR | 18,755 | $96K | 0.0% | -49.2% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 14,184 | $73K | 0.0% | N/A | 0.000% | |
1/24/2025 | Round Rock Advisors LLC | 23,258 | $119K | 0.0% | -11.2% | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 226,210 | $1.16M | 0.1% | -4.6% | 0.000% | |
1/17/2025 | Fiduciary Family Office LLC | 60,000 | $308K | 0.1% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 6,116 | $31K | 0.0% | +69.4% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 368,090 | $1.93M | 0.1% | +1.2% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 59,338 | $304K | 0.0% | N/A | 0.000% | |
1/16/2025 | Uncommon Cents Investing LLC | 54,625 | $280K | 0.1% | +104.0% | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 24,719 | $127K | 0.0% | +19.2% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 41,968 | $215K | 0.0% | -5.6% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 30,519 | $178K | 0.0% | +9.2% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 28,408 | $166K | 0.0% | -40.0% | 0.000% | |
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11/15/2024 | HighTower Advisors LLC | 575,978 | $3.36M | 0.0% | +13.2% | 0.000% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 32,500 | $189K | 0.1% | N/A | 0.000% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 12,475 | $73K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 284,780 | $1.66M | 0.0% | +20.4% | 0.000% | |
11/6/2024 | OneDigital Investment Advisors LLC | 88,446 | $516K | 0.0% | -78.6% | 0.000% | |
11/4/2024 | Round Rock Advisors LLC | 26,200 | $153K | 0.0% | -34.1% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 141,100 | $823K | 0.3% | -55.3% | 0.000% | |
10/31/2024 | Advisor Resource Council | 43,585 | $254K | 0.1% | N/A | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 94,617 | $552K | 0.0% | +9.1% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 123,348 | $719K | 0.0% | -30.6% | 0.000% | |
10/28/2024 | William Howard & Co Financial Advisors Inc | 21,415 | $125K | 0.1% | N/A | 0.000% | |
10/28/2024 | Stephens Inc. AR | 36,927 | $215K | 0.0% | -8.5% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 125,250 | $730K | 0.0% | -4.9% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 20,736 | $121K | 0.0% | +15.2% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 13,473 | $79K | 0.0% | -11.9% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 27,940 | $149K | 0.0% | +14.1% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 13,511 | $72K | 0.0% | +350.4% | 0.000% | |
8/14/2024 | Evergreen Capital Management LLC | 3,401,733 | $18.13M | 0.7% | +6.7% | 0.000% | |
8/12/2024 | SMH Capital Advisors Inc. | 22,691 | $121K | 0.4% | -8.5% | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 66,727 | $356K | 0.1% | +16.9% | 0.000% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 11,736 | $63K | 0.0% | -77.4% | 0.000% | |
8/7/2024 | Choreo LLC | 18,514 | $99K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 131,700 | $702K | 0.0% | +14.5% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 315,666 | $1.68M | 0.7% | -29.2% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 580,617 | $3.10M | 0.8% | +2.6% | 0.000% | |
7/31/2024 | Farther Finance Advisors LLC | 177,774 | $949K | 0.0% | -2.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 63,993 | $341K | 0.0% | -4.0% | 0.000% | |
7/30/2024 | Matisse Capital | 221,387 | $1.18M | 0.6% | +1.5% | 0.000% | |
7/29/2024 | Hara Capital LLC | 46,865 | $250K | 0.2% | -7.7% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 15,900 | $85K | 0.0% | +13.6% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 44,468 | $237K | 0.0% | -9.2% | 0.000% | |
7/9/2024 | Lynx Investment Advisory | 19,488 | $104K | 0.1% | N/A | 0.000% | |
7/8/2024 | Marathon Strategic Advisors LLC | 23,144 | $123K | 0.1% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 75,289 | $409K | 0.0% | +124.7% | 0.000% | |
5/17/2024 | Comerica Bank | 5,996 | $33K | 0.0% | -73.8% | 0.000% | |
5/17/2024 | Beacon Capital Management LLC | 4,566 | $25K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 24,477 | $133K | 0.0% | -20.2% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 57,077 | $310K | 0.1% | N/A | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 150,251 | $816K | 0.0% | +10.8% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 376,008 | $2.04M | 0.1% | -0.7% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 115,050 | $625K | 0.0% | +34.6% | 0.000% | |
4/25/2024 | Kercheville Advisors LLC | 56,094 | $305K | 0.1% | +9.2% | 0.000% | |
4/19/2024 | Uncommon Cents Investing LLC | 20,350 | $110K | 0.0% | +50.7% | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 17,745 | $96K | 0.0% | N/A | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 51,829 | $281K | 0.2% | -26.2% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 10,836 | $59K | 0.0% | N/A | 0.000% | |
4/12/2024 | Ignite Planners LLC | 14,462 | $78K | 0.0% | -44.4% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 12,256 | $67K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 19,873 | $101K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 30,668 | $156K | 0.0% | +25.3% | 0.000% | |
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3/1/2024 | Creekmur Asset Management LLC | 5,542 | $28K | 0.0% | N/A | 0.000% | |
2/13/2024 | Rathbones Group PLC | 45,000 | $230K | 0.0% | +13.9% | 0.000% | |
2/12/2024 | Invictus Private Wealth LLC | 65,502 | $334K | 0.0% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 36,570 | $187K | 0.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 15,459 | $79K | 0.0% | N/A | 0.000% | |
2/8/2024 | Matisse Capital | 218,151 | $1.11M | 0.6% | N/A | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 389,206 | $1.99M | 0.8% | +5.5% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 85,471 | $436K | 0.0% | +13.3% | 0.000% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 70,264 | $358K | 0.3% | +462.2% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 29,347 | $150K | 0.0% | -55.4% | 0.000% | |