2/17/2025 | Morse Asset Management Inc | 147,830 | $1.80M | 0.4% | +13.3% | 0.000% |  |
2/17/2025 | Focus Partners Wealth | 33,310 | $0.40M | 0.0% | -89.8% | 0.000% |  |
2/17/2025 | EP Wealth Advisors LLC | 20,226 | $0.25M | 0.0% | +19.8% | 0.000% |  |
2/17/2025 | Bank of America Corp DE | 2,248,514 | $27.30M | 0.0% | +1.0% | 0.000% |  |
2/17/2025 | Ameriprise Financial Inc. | 158,914 | $1.93M | 0.0% | -4.5% | 0.000% |  |
2/14/2025 | Bison Wealth LLC | 23,241 | $0.28M | 0.1% | -5.7% | 0.000% |  |
2/14/2025 | Beacon Pointe Advisors LLC | 49,629 | $0.60M | 0.0% | +15.1% | 0.000% |  |
2/13/2025 | NewEdge Advisors LLC | 110,993 | $1.35M | 0.0% | -19.7% | 0.000% |  |
2/13/2025 | Guggenheim Capital LLC | 753,735 | $9.15M | 0.1% | +18.3% | 0.000% |  |
2/13/2025 | Mariner LLC | 255,282 | $3.10M | 0.0% | -0.6% | 0.000% |  |
2/13/2025 | Cohen & Steers Inc. | 134,884 | $1.64M | 0.0% | -50.0% | 0.000% |  |
2/13/2025 | Rockefeller Capital Management L.P. | 76,218 | $0.93M | 0.0% | -2.2% | 0.000% |  |
2/13/2025 | Raymond James Financial Inc. | 301,507 | $3.66M | 0.0% | N/A | 0.000% |  |
2/13/2025 | Wells Fargo & Company MN | 583,826 | $7.09M | 0.0% | +0.4% | 0.000% |  |
2/12/2025 | OneAscent Financial Services LLC | 76,879 | $0.93M | 0.1% | N/A | 0.000% |  |
2/12/2025 | National Bank of Canada FI | 41,450 | $0.50M | 0.0% | -2.8% | 0.000% |  |
2/12/2025 | PKS Advisory Services LLC | 15,602 | $0.19M | 0.1% | N/A | 0.000% |  |
2/11/2025 | LPL Financial LLC | 1,202,832 | $14.60M | 0.0% | +2.3% | 0.000% |  |
2/11/2025 | Samalin Investment Counsel LLC | 55,503 | $0.67M | 0.3% | -14.2% | 0.000% |  |
2/10/2025 | Advisors Asset Management Inc. | 172,332 | $2.09M | 0.0% | -23.8% | 0.000% |  |
2/10/2025 | Greatmark Investment Partners Inc. | 253,689 | $3.08M | 0.4% | +2.8% | 0.000% |  |
2/10/2025 | Commonwealth Equity Services LLC | 102,281 | $1.24M | 0.0% | -34.3% | 0.000% |  |
2/10/2025 | Avantax Advisory Services Inc. | 11,985 | $0.15M | 0.0% | +12.2% | 0.000% |  |
2/6/2025 | Raymond James Financial Inc. | 301,507 | $3.66M | 0.0% | N/A | 0.000% |  |
2/6/2025 | Mainstream Capital Management LLC | 2,120 | $26K | 0.0% | N/A | 0.000% |  |
2/6/2025 | Meridian Wealth Management LLC | 29,623 | $0.36M | 0.0% | +19.0% | 0.000% |  |
2/5/2025 | Verus Capital Partners LLC | 12,953 | $0.16M | 0.0% | -18.7% | 0.000% |  |
2/5/2025 | Oppenheimer & Co. Inc. | 24,415 | $0.30M | 0.0% | +34.9% | 0.000% |  |
2/4/2025 | Union Bancaire Privee UBP SA | 48,557 | $0.58M | 0.0% | N/A | 0.000% |  |
2/3/2025 | Winebrenner Capital Management LLC | 30,000 | $0.36M | 0.3% | N/A | 0.000% |  |
2/3/2025 | Concurrent Investment Advisors LLC | 25,924 | $0.32M | 0.0% | +7.5% | 0.000% |  |
1/31/2025 | Atria Wealth Solutions Inc. | 21,826 | $0.27M | 0.0% | -4.3% | 0.000% |  |
1/30/2025 | Strategic Financial Concepts LLC | 13,354 | $0.16M | 0.0% | N/A | 0.000% |  |
1/30/2025 | Blue Trust Inc. | 3,134 | $38K | 0.0% | N/A | 0.000% |  |
1/28/2025 | Kestra Private Wealth Services LLC | 127,078 | $1.54M | 0.0% | +2.7% | 0.000% |  |
1/28/2025 | Pacific Wealth Strategies Group Inc. | 726,109 | $8.82M | 6.1% | +2.8% | 0.000% |  |
1/28/2025 | Apollon Wealth Management LLC | 110,188 | $1.34M | 0.0% | +11.2% | 0.000% |  |
1/28/2025 | Golden State Wealth Management LLC | 3,253 | $39K | 0.0% | N/A | 0.000% |  |
1/28/2025 | Strategic Financial Concepts LLC | 13,354 | $0.16M | 0.0% | N/A | 0.000% |  |
1/27/2025 | Financial Advocates Investment Management | 25,140 | $0.31M | 0.0% | +4.0% | 0.000% |  |
1/27/2025 | Stratos Wealth Partners LTD. | 86,646 | $1.05M | 0.0% | -6.0% | 0.000% |  |
1/24/2025 | DAVENPORT & Co LLC | 40,453 | $0.49M | 0.0% | -14.5% | 0.000% |  |
1/23/2025 | Dumont & Blake Investment Advisors LLC | 236,321 | $2.87M | 0.8% | +0.7% | 0.000% |  |
1/22/2025 | Union Bancaire Privee UBP SA | 48,557 | $0.58M | 0.0% | N/A | 0.000% |  |
1/22/2025 | Blue Trust Inc. | 3,054 | $36K | 0.0% | N/A | 0.000% |  |
1/22/2025 | PFG Investments LLC | 29,859 | $0.36M | 0.0% | +27.2% | 0.000% |  |
1/21/2025 | MKT Advisors LLC | 45,624 | $0.53M | 0.2% | -4.0% | 0.000% |  |
1/17/2025 | Atomi Financial Group Inc. | 20,455 | $0.25M | 0.0% | +9.7% | 0.000% |  |
1/15/2025 | Mirador Capital Partners LP | 65,598 | $0.80M | 0.1% | -16.0% | 0.000% |  |
1/13/2025 | Burns J W & Co. Inc. NY | 247,096 | $3M | 0.4% | +11.8% | 0.000% |  |
1/13/2025 | Cadent Capital Advisors LLC | 247,714 | $3.01M | 1.0% | +6.8% | 0.000% |  |
1/8/2025 | International Assets Investment Management LLC | 46,719 | $0.56M | 0.0% | -82.3% | 0.000% |  |
12/12/2024 | Legacy Wealth Management LLC MS | 46,206 | $0.55M | 0.2% | N/A | 0.000% |  |
11/25/2024 | Sanctuary Advisors LLC | 12,546 | $0.16M | 0.0% | +11.1% | 0.000% |  |
11/20/2024 | Morse Asset Management Inc | 130,523 | $1.56M | 0.3% | N/A | 0.000% |  |
11/15/2024 | MML Investors Services LLC | 22,564 | $0.27M | 0.0% | +69.9% | 0.000% |  |
11/15/2024 | National Bank of Canada FI | 42,650 | $0.51M | 0.0% | -3.0% | 0.000% |  |
11/15/2024 | Morse Asset Management Inc | 130,522 | $1.56M | 0.3% | N/A | 0.000% |  |
11/14/2024 | Rockefeller Capital Management L.P. | 77,894 | $0.93M | 0.0% | -9.6% | 0.000% |  |
11/12/2024 | Larson Financial Group LLC | 10,000 | $0.12M | 0.0% | +233.3% | 0.000% |  |
11/8/2024 | Advisors Asset Management Inc. | 226,022 | $2.70M | 0.0% | -20.7% | 0.000% |  |
11/8/2024 | Prospera Financial Services Inc | 33,966 | $0.41M | 0.0% | -4.2% | 0.000% |  |
11/5/2024 | Prime Capital Investment Advisors LLC | 26,006 | $0.31M | 0.0% | -11.6% | 0.000% |  |
11/5/2024 | Apollon Wealth Management LLC | 99,113 | $1.18M | 0.0% | +6.3% | 0.000% |  |
11/1/2024 | Sheets Smith Wealth Management | 26,597 | $0.32M | 0.0% | +8.5% | 0.000% |  |
10/31/2024 | Concurrent Investment Advisors LLC | 24,113 | $0.29M | 0.0% | +14.3% | 0.000% |  |
10/29/2024 | Janney Montgomery Scott LLC | 158,755 | $1.89M | 0.0% | -4.4% | 0.000% |  |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 706,432 | $8.43M | 6.2% | +10.0% | 0.000% |  |
10/28/2024 | US Bancorp DE | 3,500 | $42K | 0.0% | N/A | 0.000% |  |
10/25/2024 | Financial Advocates Investment Management | 24,180 | $0.29M | 0.0% | +10.5% | 0.000% |  |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,276 | $0.18M | 0.0% | +34.9% | 0.000% |  |
10/24/2024 | PFG Investments LLC | 23,479 | $0.28M | 0.0% | +20.8% | 0.000% |  |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 234,774 | $2.80M | 0.7% | -49.7% | 0.000% |  |
10/22/2024 | International Assets Investment Management LLC | 263,415 | $31.43M | 0.0% | +1,115.4% | 0.000% |  |
10/18/2024 | Cadent Capital Advisors LLC | 231,858 | $2.77M | 0.9% | N/A | 0.000% |  |
10/16/2024 | Quad Cities Investment Group LLC | 10,003 | $0.12M | 0.1% | N/A | 0.000% |  |
10/16/2024 | SeaCrest Wealth Management LLC | 11,861 | $0.14M | 0.0% | N/A | 0.000% |  |
10/5/2024 | Burns J W & Co. Inc. NY | 220,918 | $2.64M | 0.3% | +17.5% | 0.000% |  |
10/5/2024 | Mirador Capital Partners LP | 78,081 | $0.93M | 0.2% | -4.5% | 0.000% |  |
9/5/2024 | Sanctuary Advisors LLC | 11,296 | $0.13M | 0.0% | N/A | 0.000% |  |
8/21/2024 | Truist Financial Corp | 49,770 | $0.56M | 0.0% | -2.7% | 0.000% |  |
8/16/2024 | NewEdge Advisors LLC | 111,072 | $1.24M | 0.0% | +22.5% | 0.000% |  |
8/14/2024 | Insigneo Advisory Services LLC | 11,263 | $0.13M | 0.0% | N/A | 0.000% |  |
8/13/2024 | AE Wealth Management LLC | 20,540 | $0.23M | 0.0% | -91.7% | 0.000% |  |
8/9/2024 | ICA Group Wealth Management LLC | 114,579 | $1.28M | 0.8% | -3.6% | 0.000% |  |
8/8/2024 | Sykon Capital LLC | 17,000 | $0.19M | 0.1% | N/A | 0.000% |  |
8/2/2024 | Larson Financial Group LLC | 3,000 | $33K | 0.0% | N/A | 0.000% |  |
8/2/2024 | Wolverine Asset Management LLC | 25,947 | $0.29M | 0.0% | N/A | 0.000% |  |
8/1/2024 | Verus Capital Partners LLC | 15,893 | $0.18M | 0.0% | +22.5% | 0.000% |  |
7/31/2024 | Commonwealth Equity Services LLC | 161,865 | $1.81M | 0.0% | +1.7% | 0.000% |  |
7/31/2024 | Concurrent Investment Advisors LLC | 21,091 | $0.24M | 0.0% | N/A | 0.000% |  |
7/30/2024 | International Assets Investment Management LLC | 21,673 | $0.24M | 0.0% | -30.8% | 0.000% |  |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,290 | $1.10M | 0.0% | +23.7% | 0.000% |  |
7/26/2024 | Atomi Financial Group Inc. | 18,590 | $0.21M | 0.0% | +24.9% | 0.000% |  |
7/25/2024 | TNF LLC | 16,121 | $0.18M | 0.1% | -20.6% | 0.000% |  |
7/23/2024 | Burns J W & Co. Inc. NY | 188,018 | $2.10M | 0.3% | +28.1% | 0.000% |  |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 642,083 | $7.17M | 5.9% | +3.0% | 0.000% |  |
7/17/2024 | Midwest Financial Group LLC | 10,500 | $0.12M | 0.1% | N/A | 0.000% |  |
7/13/2024 | Mirador Capital Partners LP | 81,778 | $0.91M | 0.2% | -7.1% | 0.000% |  |
5/24/2024 | Cetera Advisors LLC | 14,001 | $0.17M | 0.0% | N/A | 0.000% |  |