8/21/2023 | Osaic Holdings Inc. | 95,657 | $1.73M | 0.0% | +7.8% | 0.000% |  |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 76,139 | $1.38M | 0.5% | +27,092.5% | 0.000% |  |
8/15/2023 | Wells Fargo & Company MN | 384,082 | $6.96M | 0.0% | +7.2% | 0.000% |  |
8/15/2023 | Centaurus Financial Inc. | 20,256 | $0.37M | 0.0% | -21.5% | 0.000% |  |
8/15/2023 | Castleview Partners LLC | 4,736 | $86K | 0.1% | +2,590.9% | 0.000% |  |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 277,562 | $5.03M | 2.8% | N/A | 0.000% |  |
8/15/2023 | Quarry LP | 39,440 | $0.71M | 0.2% | +161.2% | 0.000% |  |
8/15/2023 | Royal Bank of Canada | 302,677 | $5.48M | 0.0% | -5.9% | 0.000% |  |
8/15/2023 | Rockefeller Capital Management L.P. | 137,691 | $2.49M | 0.0% | +12.1% | 0.000% |  |
8/15/2023 | Stifel Financial Corp | 98,598 | $1.79M | 0.0% | -23.4% | 0.000% |  |
8/15/2023 | Insigneo Advisory Services LLC | 25,644 | $0.46M | 0.1% | -16.9% | 0.000% |  |
8/15/2023 | Boothbay Fund Management LLC | 18,469 | $0.33M | 0.0% | N/A | 0.000% |  |
8/11/2023 | Baird Financial Group Inc. | 43,010 | $0.78M | 0.0% | +5.2% | 0.000% |  |
8/11/2023 | BlackRock Inc. | 5,000 | $91K | 0.0% | -32.7% | 0.000% |  |
8/11/2023 | Karpus Management Inc. | 1,271,897 | $23.03M | 0.7% | -0.3% | 0.000% |  |
8/11/2023 | Landscape Capital Management L.L.C. | 59,290 | $1.07M | 0.1% | +21.8% | 0.000% |  |
8/11/2023 | PNC Financial Services Group Inc. | 31,517 | $0.57M | 0.0% | +4.0% | 0.000% |  |
8/10/2023 | Osaic Holdings Inc. | 95,657 | $1.73M | 0.0% | +7.8% | 0.000% |  |
8/10/2023 | Commonwealth Equity Services LLC | 56,967 | $1.03M | 0.0% | +1.1% | 0.000% |  |
8/10/2023 | US Bancorp DE | 1,750 | $32K | 0.0% | -35.2% | 0.000% |  |
8/10/2023 | Citigroup Inc. | 9,308 | $0.17M | 0.0% | -20.1% | 0.000% |  |
8/8/2023 | Blue Bell Private Wealth Management LLC | 8,035 | $0.15M | 0.0% | +9.7% | 0.000% |  |
8/3/2023 | Atomi Financial Group Inc. | 11,476 | $0.21M | 0.1% | -26.5% | 0.000% |  |
8/3/2023 | PFG Investments LLC | 25,150 | $0.46M | 0.1% | N/A | 0.000% |  |
8/3/2023 | WNY Asset Management LLC | 10,500 | $0.19M | 0.0% | N/A | 0.000% |  |
8/3/2023 | Oppenheimer & Co. Inc. | 63,182 | $1.14M | 0.0% | +8.3% | 0.000% |  |
8/2/2023 | Stockman Wealth Management Inc. | 10,471 | $0.19M | 0.0% | -26.6% | 0.000% |  |
8/1/2023 | Truist Financial Corp | 72,297 | $1.31M | 0.0% | +2.5% | 0.000% |  |
7/31/2023 | LPL Financial LLC | 210,672 | $3.82M | 0.0% | -3.3% | 0.000% |  |
7/31/2023 | Dakota Wealth Management | 33,710 | $0.61M | 0.0% | +4.8% | 0.000% |  |
7/28/2023 | First Republic Investment Management Inc. | 60,688 | $1.10M | 0.0% | -12.2% | 0.000% |  |
7/28/2023 | Carson Advisory Inc. | 11,420 | $1.06M | 0.6% | N/A | 0.000% |  |
7/27/2023 | B. Riley Wealth Advisors Inc. | 13,300 | $0.24M | 0.0% | +21.5% | 0.000% |  |
7/27/2023 | Carson Advisory Inc. | 11,420 | $1.06M | 0.9% | N/A | 0.000% |  |
7/26/2023 | Amplius Wealth Advisors LLC | 17,204 | $0.31M | 0.0% | -33.7% | 0.000% |  |
7/26/2023 | Janney Montgomery Scott LLC | 44,906 | $0.81M | 0.0% | -12.2% | 0.000% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 445,802 | $8.07M | 0.0% | +4.1% | 0.000% |  |
7/25/2023 | Raymond James & Associates | 923,940 | $16.73M | 0.0% | +1.5% | 0.000% |  |
7/20/2023 | International Assets Investment Management LLC | 12,686 | $0.23M | 0.0% | N/A | 0.000% |  |
7/19/2023 | Eudaimonia Partners LLC | 19,358 | $0.35M | 0.1% | +3.9% | 0.000% |  |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,260 | $0.53M | 0.0% | +4.3% | 0.000% |  |
6/14/2023 | Atria Wealth Solutions Inc. | 13,700 | $0.26M | 0.0% | N/A | 0.000% |  |
6/7/2023 | Atomi Financial Group Inc. | 15,609 | $0.29M | 0.2% | N/A | 0.000% |  |
5/22/2023 | Ameriprise Financial Inc. | 32,851 | $0.61M | 0.0% | -73.1% | 0.000% |  |
5/18/2023 | JPMorgan Chase & Co. | 58,974 | $1.10M | 0.0% | N/A | 0.000% |  |
5/18/2023 | Centaurus Financial Inc. | 25,814 | $0.48M | 0.0% | -18.9% | 0.000% |  |
5/17/2023 | B. Riley Wealth Advisors Inc. | 10,945 | $0.21M | 0.0% | N/A | 0.000% |  |
5/17/2023 | Rockefeller Capital Management L.P. | 122,855 | $2.30M | 0.0% | +0.7% | 0.000% |  |
5/17/2023 | Sunbelt Securities Inc. | 3,000 | $53K | 0.0% | N/A | 0.000% |  |
5/16/2023 | Jane Street Group LLC | 13,045 | $0.24M | 0.0% | -62.8% | 0.000% |  |
5/16/2023 | Steward Partners Investment Advisory LLC | 62,860 | $1.18M | 0.0% | -5.8% | 0.000% |  |
5/16/2023 | Belpointe Asset Management LLC | 2,800 | $52K | 0.0% | +250.0% | 0.000% |  |
5/15/2023 | Quarry LP | 15,100 | $0.28M | 0.1% | N/A | 0.000% |  |
5/15/2023 | Clough Capital Partners L P | 223,600 | $4.18M | 0.5% | +9.5% | 0.000% |  |
5/12/2023 | Smith Moore & CO. | 182,909 | $3.42M | 0.5% | -2.8% | 0.000% |  |
5/12/2023 | Stifel Financial Corp | 128,735 | $2.41M | 0.0% | -9.2% | 0.000% |  |
5/12/2023 | BlackRock Inc. | 7,433 | $0.14M | 0.0% | +48.7% | 0.000% |  |
5/12/2023 | Walled Lake Planning & Wealth Management LLC | 11,650 | $0.22M | 0.1% | N/A | 0.000% |  |
5/12/2023 | Bank of America Corp DE | 801,576 | $14.98M | 0.0% | -0.7% | 0.000% |  |
5/12/2023 | UBS Group AG | 1,395,064 | $26.07M | 0.0% | +22.6% | 0.000% |  |
5/12/2023 | SeaCrest Wealth Management LLC | 14,599 | $0.27M | 0.0% | N/A | 0.000% |  |
5/12/2023 | First Republic Investment Management Inc. | 69,136 | $1.29M | 0.0% | -10.1% | 0.000% |  |
5/11/2023 | Karpus Management Inc. | 1,275,568 | $23.84M | 0.7% | -19.2% | 0.000% |  |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 28,055 | $0.52M | 0.0% | +28.6% | 0.000% |  |
5/11/2023 | Commonwealth Equity Services LLC | 56,321 | $1.05M | 0.0% | -8.1% | 0.000% |  |
5/11/2023 | Citigroup Inc. | 11,655 | $0.22M | 0.0% | -6.7% | 0.000% |  |
5/10/2023 | Oppenheimer & Co. Inc. | 58,358 | $1.09M | 0.0% | +1.4% | 0.000% |  |
5/10/2023 | Landscape Capital Management L.L.C. | 48,671 | $0.91M | 0.1% | -76.8% | 0.000% |  |
5/9/2023 | Wedbush Securities Inc. | 321,510 | $6.01M | 0.3% | +77.5% | 0.000% |  |
5/8/2023 | NewEdge Wealth LLC | 46,145 | $0.86M | 0.0% | +33.5% | 0.000% |  |
5/8/2023 | Blue Bell Private Wealth Management LLC | 7,324 | $0.14M | 0.0% | -29.4% | 0.000% |  |
5/5/2023 | Truist Financial Corp | 70,545 | $1.32M | 0.0% | +6.9% | 0.000% |  |
5/3/2023 | Aspire Private Capital LLC | 1,673 | $31.26B | 0.0% | N/A | 0.000% |  |
5/2/2023 | Firethorn Wealth Partners LLC | 19,898 | $0.33M | 0.3% | +27.6% | 0.000% |  |
4/28/2023 | Janney Montgomery Scott LLC | 51,135 | $0.96M | 0.0% | -6.3% | 0.000% |  |
4/25/2023 | Amplius Wealth Advisors LLC | 25,930 | $0.49M | 0.1% | -7.9% | 0.000% |  |
4/17/2023 | Claro Advisors LLC | 82,638 | $1.55M | 0.5% | +4.8% | 0.000% |  |
4/14/2023 | Dakota Wealth Management | 32,170 | $0.60M | 0.0% | +3.5% | 0.000% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 428,385 | $8.01M | 0.0% | +9.0% | 0.000% |  |
4/14/2023 | Raymond James & Associates | 910,543 | $17.02M | 0.0% | -2.9% | 0.000% |  |
3/13/2023 | Claro Advisors LLC | 78,848 | $1.23M | 0.4% | +11.7% | 0.000% |  |
3/6/2023 | Rockefeller Capital Management L.P. | 121,956 | $1.91M | 0.0% | -15.7% | 0.000% |  |
2/17/2023 | Truist Financial Corp | 66,004 | $1.03M | 0.0% | -3.1% | 0.000% |  |
2/15/2023 | Steward Partners Investment Advisory LLC | 66,695 | $1.04M | 0.0% | -49.2% | 0.000% |  |
2/15/2023 | Jane Street Group LLC | 35,087 | $0.55M | 0.0% | N/A | 0.000% |  |
2/15/2023 | Logan Stone Capital LLC | 706,673 | $11.05M | 4.1% | +4,205.8% | 0.000% |  |
2/15/2023 | Mangrove Partners | 290,073 | $4.54M | 0.3% | N/A | 0.000% |  |
2/15/2023 | Morgan Stanley | 4,309,216 | $67.40M | 0.0% | -12.9% | 0.000% |  |
2/15/2023 | Mariner LLC | 15,066 | $0.24M | 0.0% | +12.8% | 0.000% |  |
2/14/2023 | SG3 Management LLC | 10,000 | $0.16M | 0.0% | N/A | 0.000% |  |
2/14/2023 | Cetera Advisor Networks LLC | 17,353 | $0.27M | 0.0% | -25.5% | 0.000% |  |
2/13/2023 | Smith Moore & CO. | 188,185 | $2.94M | 0.4% | +1.9% | 0.000% |  |
2/13/2023 | First Republic Investment Management Inc. | 76,929 | $1.20M | 0.0% | -59.1% | 0.000% |  |
2/13/2023 | Wells Fargo & Company MN | 404,275 | $6.32M | 0.0% | -38.8% | 0.000% |  |
2/10/2023 | City of London Investment Management Co. Ltd. | 321,729 | $5.03M | 0.4% | +78.3% | 0.000% |  |
2/10/2023 | Bank of America Corp DE | 807,363 | $12.63M | 0.0% | -15.7% | 0.000% |  |
2/10/2023 | Creative Planning | 14,200 | $0.22M | 0.0% | +9.0% | 0.000% |  |
2/10/2023 | Advisor Group Holdings Inc. | 76,302 | $1.19M | 0.0% | +28.3% | 0.000% |  |
2/10/2023 | PNC Financial Services Group Inc. | 39,191 | $0.61M | 0.0% | +31.2% | 0.000% |  |
2/10/2023 | Moors & Cabot Inc. | 6,036 | $0.24M | 0.0% | N/A | 0.000% |  |