4/17/2025 | Marathon Strategic Advisors LLC | 257,053 | $3.32M | 3.6% | +3.4% | 0.000% |  |
4/15/2025 | Visionary Horizons LLC | 30,000 | $0.39M | 0.3% | -3.8% | 0.000% |  |
4/14/2025 | Capital Investment Advisors LLC | 29,910 | $0.39M | 0.0% | -21.6% | 0.000% |  |
4/9/2025 | Selway Asset Management | 11,900 | $0.15M | 0.1% | -9.2% | 0.000% |  |
4/9/2025 | NBC Securities Inc. | 8,690 | $0.11M | 0.0% | +108,525.0% | 0.000% |  |
4/9/2025 | Future Financial Wealth Managment LLC | 32,954 | $0.43M | 0.3% | +8.0% | 0.000% |  |
3/18/2025 | Objective Capital Management LLC | 12,162 | $0.17M | 0.1% | -22.0% | 0.000% |  |
2/25/2025 | Shufro Rose & Co. LLC | 47,655 | $0.66M | 0.1% | -2.1% | 0.000% |  |
2/17/2025 | Waverly Advisors LLC | 32,621 | $0.45M | 0.0% | N/A | 0.000% |  |
2/17/2025 | CoreCap Advisors LLC | 10,710 | $0.15M | 0.0% | +29.5% | 0.000% |  |
2/17/2025 | Cetera Investment Advisers | 23,670 | $0.33M | 0.0% | +67.2% | 0.000% |  |
2/17/2025 | Baird Financial Group Inc. | 37,420 | $0.52M | 0.0% | -71.8% | 0.000% |  |
2/17/2025 | Bank of America Corp DE | 649,929 | $8.94M | 0.0% | +9.8% | 0.000% |  |
2/17/2025 | Ameriprise Financial Inc. | 196,385 | $2.70M | 0.0% | +13.4% | 0.000% |  |
2/14/2025 | Mercer Global Advisors Inc. ADV | 80,422 | $1.11M | 0.0% | +574.4% | 0.000% |  |
2/14/2025 | Jane Street Group LLC | 10,472 | $0.14M | 0.0% | N/A | 0.000% |  |
2/14/2025 | Comerica Bank | 6,853 | $94K | 0.0% | +140.0% | 0.000% |  |
2/14/2025 | Lido Advisors LLC | 23,908 | $0.33M | 0.0% | +15.1% | 0.000% |  |
2/14/2025 | Virtus ETF Advisers LLC | 50,742 | $0.70M | 0.3% | +2.7% | 0.000% |  |
2/13/2025 | Guggenheim Capital LLC | 1,101,323 | $15.14M | 0.1% | +37.8% | 0.000% |  |
2/13/2025 | Mariner LLC | 16,800 | $0.23M | 0.0% | -65.2% | 0.000% |  |
2/13/2025 | TT Capital Management LLC | 187,514 | $2.49M | 2.0% | N/A | 0.000% |  |
2/13/2025 | Andrew Hill Investment Advisors Inc. | 47,730 | $0.66M | 0.5% | +15.9% | 0.000% |  |
2/13/2025 | Raymond James Financial Inc. | 142,353 | $1.96M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Invesco Ltd. | 468,743 | $6.45M | 0.0% | -9.1% | 0.000% |  |
2/13/2025 | Envestnet Asset Management Inc. | 16,035 | $0.22M | 0.0% | +43.3% | 0.000% |  |
2/13/2025 | Wedbush Securities Inc. | 23,902 | $0.33M | 0.0% | -5.7% | 0.000% |  |
2/13/2025 | Wells Fargo & Company MN | 144,694 | $1.99M | 0.0% | +17.9% | 0.000% |  |
2/11/2025 | LPL Financial LLC | 506,745 | $6.97M | 0.0% | -1.2% | 0.000% |  |
2/11/2025 | ProVise Management Group LLC | 29,344 | $0.40M | 0.0% | -14.3% | 0.000% |  |
2/10/2025 | Advisors Asset Management Inc. | 381,331 | $5.24M | 0.1% | +5.1% | 0.000% |  |
2/10/2025 | Edgemoor Investment Advisors Inc. | 145,754 | $2M | 0.2% | +41.4% | 0.000% |  |
2/10/2025 | Commonwealth Equity Services LLC | 165,876 | $2.28M | 0.0% | +3.0% | 0.000% |  |
2/7/2025 | PNC Financial Services Group Inc. | 5,454 | $75K | 0.0% | +47.0% | 0.000% |  |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,589 | $0.20M | 0.0% | +6.9% | 0.000% |  |
2/6/2025 | Raymond James Financial Inc. | 142,353 | $1.96M | 0.0% | N/A | 0.000% |  |
2/5/2025 | Anfield Capital Management LLC | 3,993 | $55K | 0.0% | N/A | 0.000% |  |
1/31/2025 | Klingman & Associates LLC | 41,342 | $0.57M | 0.0% | +50.1% | 0.000% |  |
1/31/2025 | Atria Wealth Solutions Inc. | 26,098 | $0.36M | 0.0% | -5.1% | 0.000% |  |
1/31/2025 | Truist Financial Corp | 184,981 | $2.54M | 0.0% | -1.8% | 0.000% |  |
1/29/2025 | Wagner Wealth Management LLC | 63,507 | $0.87M | 0.2% | -20.9% | 0.000% |  |
1/28/2025 | Visionary Horizons LLC | 31,200 | $0.43M | 0.3% | -7.7% | 0.000% |  |
1/28/2025 | Realta Investment Advisors | 12,063 | $0.16M | 0.1% | N/A | 0.000% |  |
1/22/2025 | Wealth Effects LLC | 12,061 | $0.17M | 0.1% | N/A | 0.000% |  |
1/17/2025 | Marathon Strategic Advisors LLC | 248,675 | $3.42M | 3.7% | +3.3% | 0.000% |  |
1/17/2025 | Melfa Wealth Management Inc. | 41,627 | $0.57M | 0.4% | -20.6% | 0.000% |  |
1/15/2025 | Whitener Capital Management Inc. | 30,196 | $0.42M | 0.1% | +3.5% | 0.000% |  |
1/13/2025 | Kades & Cheifetz LLC | 68,176 | $0.94M | 0.5% | -7.6% | 0.000% |  |
1/13/2025 | Future Financial Wealth Managment LLC | 30,520 | $0.42M | 0.3% | -35.6% | 0.000% |  |
1/10/2025 | Graypoint LLC | 187,556 | $2.58M | 0.2% | +2.7% | 0.000% |  |
12/26/2024 | JPMorgan Chase & Co. | 59,809 | $0.79M | 0.0% | -42.3% | 0.000% |  |
11/15/2024 | EP Wealth Advisors LLC | 20,927 | $0.28M | 0.0% | N/A | 0.000% |  |
11/14/2024 | Rockefeller Capital Management L.P. | 143,645 | $1.90M | 0.0% | +3.4% | 0.000% |  |
11/13/2024 | Horizon Kinetics Asset Management LLC | 73,870 | $0.98M | 0.0% | +24.6% | 0.000% |  |
11/12/2024 | Penserra Capital Management LLC | 999,625 | $13.20M | 0.3% | N/A | 0.000% |  |
11/8/2024 | Cornerstone Advisors LLC | 10,600 | $0.14M | 0.0% | N/A | 0.000% |  |
11/8/2024 | Advisors Asset Management Inc. | 362,930 | $4.79M | 0.1% | +19.7% | 0.000% |  |
11/1/2024 | Objective Capital Management LLC | 15,601 | $0.21M | 0.1% | N/A | 0.000% |  |
11/1/2024 | Klingman & Associates LLC | 27,547 | $0.36M | 0.0% | +2.8% | 0.000% |  |
10/31/2024 | Graypoint LLC | 182,625 | $2.41M | 0.2% | +2.8% | 0.000% |  |
10/29/2024 | Whitener Capital Management Inc. | 29,186 | $0.39M | 0.1% | +4.4% | 0.000% |  |
10/22/2024 | International Assets Investment Management LLC | 143,880 | $18.99M | 0.0% | N/A | 0.000% |  |
10/22/2024 | Eastern Bank | 11,009 | $0.15M | 0.0% | N/A | 0.000% |  |
10/18/2024 | Capital Investment Advisors LLC | 38,265 | $0.51M | 0.0% | -2.5% | 0.000% |  |
10/11/2024 | Wagner Wealth Management LLC | 80,300 | $1.06M | 0.3% | -33.8% | 0.000% |  |
10/8/2024 | Future Financial Wealth Managment LLC | 47,394 | $0.63M | 0.4% | +29.5% | 0.000% |  |
10/7/2024 | Marathon Strategic Advisors LLC | 240,798 | $3.18M | 3.4% | -2.3% | 0.000% |  |
10/2/2024 | Kades & Cheifetz LLC | 73,781 | $0.97M | 0.6% | +1.3% | 0.000% |  |
8/21/2024 | Truist Financial Corp | 197,362 | $2.55M | 0.0% | -18.8% | 0.000% |  |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,368 | $0.15M | 0.0% | -34.2% | 0.000% |  |
8/7/2024 | Edgemoor Investment Advisors Inc. | 64,652 | $0.84M | 0.1% | +191.0% | 0.000% |  |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 71,358 | $0.92M | 0.2% | +9.0% | 0.000% |  |
8/1/2024 | Waterfront Wealth Inc. | 33,186 | $0.43M | 0.1% | -18.2% | 0.000% |  |
7/31/2024 | Graypoint LLC | 177,588 | $2.30M | 0.2% | +2.9% | 0.000% |  |
7/31/2024 | Commonwealth Equity Services LLC | 166,569 | $2.16M | 0.0% | +1.3% | 0.000% |  |
7/31/2024 | Klingman & Associates LLC | 26,786 | $0.35M | 0.0% | +2.9% | 0.000% |  |
7/23/2024 | Byrne Asset Management LLC | 48,181 | $0.63M | 0.4% | -71.4% | 0.000% |  |
7/19/2024 | RBA Wealth Management LLC | 11,210 | $0.15M | 0.1% | -10.4% | 0.000% |  |
7/19/2024 | Petra Financial Advisors Inc. | 17,815 | $0.23M | 0.2% | -9.2% | 0.000% |  |
7/17/2024 | Whitener Capital Management Inc. | 27,950 | $0.36M | 0.1% | +4.3% | 0.000% |  |
7/15/2024 | Andrew Hill Investment Advisors Inc. | 37,495 | $0.49M | 0.4% | +5.0% | 0.000% |  |
7/15/2024 | Melfa Wealth Management Inc. | 56,051 | $0.73M | 0.5% | -5.6% | 0.000% |  |
7/12/2024 | Congress Park Capital LLC | 217,985 | $2.82M | 1.1% | +33.3% | 0.000% |  |
7/12/2024 | Capital Investment Advisors LLC | 39,255 | $0.51M | 0.0% | -5.7% | 0.000% |  |
7/8/2024 | Marathon Strategic Advisors LLC | 246,418 | $3.19M | 3.7% | -0.6% | 0.000% |  |
6/5/2024 | Objective Capital Management LLC | 18,509 | $0.24M | 0.2% | +8.9% | 0.000% |  |
6/4/2024 | Zazove Associates LLC | 21,095 | $0.27M | 0.0% | -44.9% | 0.000% |  |
5/20/2024 | Virtu Financial LLC | 13,375 | $0.17M | 0.0% | N/A | 0.000% |  |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,279 | $0.22M | 0.0% | +15.0% | 0.000% |  |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 16,500 | $0.21M | 0.0% | -5.7% | 0.000% |  |
5/14/2024 | Advisors Asset Management Inc. | 309,241 | $4M | 0.1% | +9.4% | 0.000% |  |
5/9/2024 | ProVise Management Group LLC | 34,807 | $0.45M | 0.0% | -2.8% | 0.000% |  |
5/9/2024 | Private Management Group Inc. | 61,245 | $0.79M | 0.0% | -3.0% | 0.000% |  |
5/7/2024 | Zazove Associates LLC | 21,095 | $0.27M | 0.0% | -44.9% | 0.000% |  |
5/6/2024 | Kades & Cheifetz LLC | 70,763 | $0.91M | 0.6% | +3.5% | 0.000% |  |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 65,458 | $0.85M | 0.2% | +5.6% | 0.000% |  |
5/2/2024 | Graypoint LLC | 172,610 | $2.23M | 0.2% | +2.9% | 0.000% |  |
5/1/2024 | Klingman & Associates LLC | 26,033 | $0.34M | 0.0% | +22.0% | 0.000% |  |
5/1/2024 | DecisionPoint Financial LLC | 2,200 | $29K | 0.0% | N/A | 0.000% |  |
4/30/2024 | Hartline Investment Corp | 12,920 | $0.17M | 0.0% | N/A | 0.000% |  |