11/21/2023 | Comerica Bank | 7,950 | $0.12M | 0.0% | N/A | 0.000% |  |
11/16/2023 | Morgan Stanley | 1,184,365 | $17.14M | 0.0% | -4.2% | 0.000% |  |
11/15/2023 | Royal Bank of Canada | 229,926 | $3.33M | 0.0% | -4.3% | 0.000% |  |
11/15/2023 | LaSalle St. Investment Advisors LLC | 14,190 | $0.21M | 0.1% | -8.2% | 0.000% |  |
11/15/2023 | Ameriprise Financial Inc. | 489,564 | $7.12M | 0.0% | +6.6% | 0.000% |  |
11/13/2023 | Consolidated Portfolio Review Corp | 13,696 | $0.20M | 0.0% | -6.8% | 0.000% |  |
11/13/2023 | Stifel Financial Corp | 16,226 | $0.24M | 0.0% | +5.6% | 0.000% |  |
11/13/2023 | Mariner LLC | 12,750 | $0.18M | 0.0% | +13.3% | 0.000% |  |
11/13/2023 | LPL Financial LLC | 405,230 | $5.86M | 0.0% | +35.2% | 0.000% |  |
11/13/2023 | Invesco Ltd. | 413,657 | $5.99M | 0.0% | +5.0% | 0.000% |  |
11/13/2023 | Envestnet Asset Management Inc. | 125,846 | $1.82M | 0.0% | +4.6% | 0.000% |  |
11/13/2023 | Kestra Advisory Services LLC | 10,356 | $0.15M | 0.0% | N/A | 0.000% |  |
11/9/2023 | UBS Group AG | 385,876 | $5.58M | 0.0% | -10.2% | 0.000% |  |
11/8/2023 | HighTower Advisors LLC | 20,659 | $0.30M | 0.0% | +35.3% | 0.000% |  |
11/8/2023 | Atria Wealth Solutions Inc. | 27,980 | $0.41M | 0.0% | -34.5% | 0.000% |  |
11/8/2023 | SMH Capital Advisors Inc. | 12,884 | $0.19M | 0.4% | -26.4% | 0.000% |  |
11/4/2023 | NBC Securities Inc. | 5,796 | $83K | 0.0% | N/A | 0.000% |  |
11/3/2023 | Private Advisor Group LLC | 73,872 | $1.07M | 0.0% | +4.7% | 0.000% |  |
10/31/2023 | Primoris Wealth Advisors LLC | 12,000 | $0.17M | 0.2% | N/A | 0.000% |  |
10/24/2023 | Stratos Wealth Partners LTD. | 19,485 | $0.28M | 0.0% | -8.8% | 0.000% |  |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 205,017 | $2.97M | 0.0% | +2.5% | 0.000% |  |
10/24/2023 | Raymond James & Associates | 174,452 | $2.52M | 0.0% | +3.5% | 0.000% |  |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 103,425 | $1.50M | 0.0% | +24.1% | 0.000% |  |
10/23/2023 | Commonwealth Equity Services LLC | 34,518 | $0.50M | 0.0% | +4.0% | 0.000% |  |
10/20/2023 | Sunesis Advisors LLC | 24,490 | $0.35M | 0.3% | N/A | 0.000% |  |
10/17/2023 | DAVENPORT & Co LLC | 43,082 | $0.62M | 0.0% | -27.3% | 0.000% |  |
10/12/2023 | Sound Income Strategies LLC | 2,900 | $42K | 0.0% | N/A | 0.000% |  |
10/10/2023 | Cyndeo Wealth Partners LLC | 262,135 | $3.79M | 0.4% | +2.7% | 0.000% |  |
10/5/2023 | Foundations Investment Advisors LLC | 195,791 | $2.83M | 0.1% | +16.4% | 0.000% |  |
8/21/2023 | Osaic Holdings Inc. | 54,555 | $0.78M | 0.0% | +10.7% | 0.000% |  |
8/15/2023 | Royal Bank of Canada | 240,174 | $3.45M | 0.0% | +2.2% | 0.000% |  |
8/15/2023 | Rockefeller Capital Management L.P. | 36,462 | $0.52M | 0.0% | +2.6% | 0.000% |  |
8/15/2023 | Stifel Financial Corp | 15,366 | $0.22M | 0.0% | +6.1% | 0.000% |  |
8/14/2023 | Snowden Capital Advisors LLC | 199,201 | $2.86M | 0.1% | +7.0% | 0.000% |  |
8/11/2023 | LaSalle St. Investment Advisors LLC | 15,462 | $0.22M | 0.1% | -22.4% | 0.000% |  |
8/11/2023 | Guggenheim Capital LLC | 43,480 | $0.63M | 0.0% | -29.5% | 0.000% |  |
8/10/2023 | Osaic Holdings Inc. | 54,555 | $0.78M | 0.0% | +10.7% | 0.000% |  |
8/10/2023 | Commonwealth Equity Services LLC | 33,197 | $0.48M | 0.0% | -7.2% | 0.000% |  |
8/10/2023 | Private Advisor Group LLC | 70,542 | $1.01M | 0.0% | -4.9% | 0.000% |  |
8/10/2023 | Cetera Advisor Networks LLC | 63,536 | $0.91M | 0.0% | +4.1% | 0.000% |  |
8/4/2023 | Envestnet Asset Management Inc. | 120,302 | $1.73M | 0.0% | +2.1% | 0.000% |  |
8/3/2023 | Atria Wealth Solutions Inc. | 42,749 | $0.61M | 0.0% | +116.1% | 0.000% |  |
8/2/2023 | Houlihan Financial Resource Group Ltd. | 19,200 | $0.28M | 0.0% | N/A | 0.000% |  |
8/1/2023 | Truist Financial Corp | 11,332 | $0.16M | 0.0% | N/A | 0.000% |  |
7/31/2023 | LPL Financial LLC | 299,616 | $4.31M | 0.0% | +119.3% | 0.000% |  |
7/27/2023 | Cyndeo Wealth Partners LLC | 255,135 | $3.67M | 0.4% | +2.7% | 0.000% |  |
7/26/2023 | Midwest Heritage Bank FSB | 20,200 | $0.29M | 0.2% | -11.5% | 0.000% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 199,986 | $2.87M | 0.0% | -2.2% | 0.000% |  |
7/25/2023 | Raymond James & Associates | 168,598 | $2.42M | 0.0% | -1.3% | 0.000% |  |
7/20/2023 | DAVENPORT & Co LLC | 59,242 | $0.85M | 0.0% | -5.4% | 0.000% |  |
7/19/2023 | Foundations Investment Advisors LLC | 168,226 | $2.42M | 0.1% | N/A | 0.000% |  |
7/18/2023 | Stratos Wealth Partners LTD. | 21,359 | $0.31M | 0.0% | +9.6% | 0.000% |  |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 83,366 | $1.20M | 0.0% | +1.5% | 0.000% |  |
7/7/2023 | First Citizens Financial Corp | 15,603 | $0.22M | 0.2% | N/A | 0.000% |  |
5/22/2023 | Ameriprise Financial Inc. | 446,331 | $6.80M | 0.0% | +39.9% | 0.000% |  |
5/18/2023 | JPMorgan Chase & Co. | 17,847 | $0.26M | 0.0% | N/A | 0.000% |  |
5/17/2023 | Advisory Services Network LLC | 19,868 | $0.29M | 0.0% | +15.7% | 0.000% |  |
5/17/2023 | Rockefeller Capital Management L.P. | 35,539 | $0.52M | 0.0% | +297.4% | 0.000% |  |
5/17/2023 | Thrivent Financial for Lutherans | 159,182 | $2.32M | 0.0% | +1.9% | 0.000% |  |
5/16/2023 | SMH Capital Advisors Inc. | 17,718 | $0.26M | 1.6% | -12.5% | 0.000% |  |
5/16/2023 | Snowden Capital Advisors LLC | 186,148 | $2.72M | 0.1% | +11.2% | 0.000% |  |
5/16/2023 | First Trust Advisors LP | 59,836 | $0.87M | 0.0% | -23.3% | 0.000% |  |
5/12/2023 | Cresset Asset Management LLC | 17,376 | $0.25M | 0.0% | +36.5% | 0.000% |  |
5/12/2023 | Bank of America Corp DE | 143,629 | $2.10M | 0.0% | +2.7% | 0.000% |  |
5/12/2023 | UBS Group AG | 432,318 | $6.31M | 0.0% | -2.6% | 0.000% |  |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 82,151 | $1.20M | 0.0% | +1.1% | 0.000% |  |
5/11/2023 | Envestnet Asset Management Inc. | 117,806 | $1.72M | 0.0% | +35.1% | 0.000% |  |
5/11/2023 | Guggenheim Capital LLC | 61,675 | $0.90M | 0.0% | +23.0% | 0.000% |  |
5/10/2023 | Private Advisor Group LLC | 74,158 | $1.08M | 0.0% | N/A | 0.000% |  |
5/10/2023 | LPL Financial LLC | 136,637 | $1.99M | 0.0% | +0.7% | 0.000% |  |
5/9/2023 | Wealthspire Advisors LLC | 65,000 | $0.95M | 0.0% | -34.1% | 0.000% |  |
5/3/2023 | Syverson Strege & Co | 2,147 | $31K | 0.0% | +524.1% | 0.000% |  |
4/27/2023 | Sunesis Advisors LLC | 27,240 | $0.40M | 0.3% | N/A | 0.000% |  |
4/25/2023 | Cyndeo Wealth Partners LLC | 248,504 | $3.63M | 0.4% | +96.4% | 0.000% |  |
4/24/2023 | Semus Wealth Partners LLC | 61,063 | $0.89M | 1.0% | -4.2% | 0.000% |  |
4/21/2023 | Cyndeo Wealth Partners LLC | 248,504 | $1.83M | 0.2% | +96.4% | 0.000% |  |
4/20/2023 | Midwest Heritage Bank FSB | 22,812 | $0.33M | 0.3% | -5.7% | 0.000% |  |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,900 | $28K | 0.0% | N/A | 0.000% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 204,477 | $2.98M | 0.0% | +305.1% | 0.000% |  |
4/14/2023 | Raymond James & Associates | 170,789 | $2.49M | 0.0% | +2.7% | 0.000% |  |
4/6/2023 | Wiley BROS. Aintree Capital LLC | 10,202 | $0.15M | 0.1% | -29.0% | 0.000% |  |
2/17/2023 | LaSalle St. Investment Advisors LLC | 19,963 | $0.28M | 0.1% | N/A | 0.000% |  |
2/15/2023 | Apollon Wealth Management LLC | 53,770 | $0.76M | 0.1% | -14.2% | 0.000% |  |
2/15/2023 | Cerity Partners LLC | 52,703 | $0.75M | 0.0% | N/A | 0.000% |  |
2/15/2023 | SMH Capital Advisors Inc. | 20,247 | $0.29M | 0.4% | -9.3% | 0.000% |  |
2/15/2023 | Morgan Stanley | 1,213,143 | $17.24M | 0.0% | -11.1% | 0.000% |  |
2/15/2023 | Mariner LLC | 72,917 | $1.04M | 0.0% | N/A | 0.000% |  |
2/14/2023 | Cetera Advisor Networks LLC | 56,049 | $0.80M | 0.0% | +4.0% | 0.000% |  |
2/14/2023 | Penserra Capital Management LLC | 256,894 | $3.65M | 0.1% | +9.9% | 0.000% |  |
2/13/2023 | Advisors Asset Management Inc. | 49,327 | $0.70M | 0.0% | -8.4% | 0.000% |  |
2/13/2023 | Wells Fargo & Company MN | 56,289 | $0.80M | 0.0% | +4.1% | 0.000% |  |
2/13/2023 | Atria Wealth Solutions Inc. | 19,782 | $0.28M | 0.0% | +17.5% | 0.000% |  |
2/10/2023 | Bank of America Corp DE | 139,818 | $1.99M | 0.0% | -10.4% | 0.000% |  |
2/10/2023 | Evoke Wealth LLC | 87,966 | $1.25M | 0.0% | -4.6% | 0.000% |  |
2/10/2023 | CoreCap Advisors LLC | 12,925 | $0.18M | 0.0% | +7.7% | 0.000% |  |
2/10/2023 | Advisor Group Holdings Inc. | 45,764 | $0.65M | 0.0% | +5.9% | 0.000% |  |
2/10/2023 | PNC Financial Services Group Inc. | 5,700 | $81K | 0.0% | +1,040.0% | 0.000% |  |
2/9/2023 | Elequin Securities LLC | 9,300 | $0.13M | 0.0% | N/A | 0.000% |  |
2/9/2023 | First Trust Advisors LP | 77,967 | $1.11M | 0.0% | -1.9% | 0.000% |  |
2/9/2023 | HighTower Advisors LLC | 14,152 | $0.20M | 0.0% | -26.1% | 0.000% |  |