3/22/2024 | PNC Financial Services Group Inc. | 98,997 | $1.47M | 0.0% | -29.8% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 139,102 | $2.08M | 0.1% | -1.0% | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 2,000 | $30K | 0.0% | +100.0% | 0.000% | |
2/16/2024 | Harbour Investments Inc. | 57,570 | $0.86M | 0.0% | +1.8% | 0.000% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 24,358 | $0.36M | 0.0% | +50.6% | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 51,000 | $0.76M | 0.3% | -3.8% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 16,845 | $0.25M | 0.1% | N/A | 0.000% | |
2/15/2024 | Baird Financial Group Inc. | 21,406 | $0.32M | 0.0% | +6.2% | 0.000% | |
2/15/2024 | Comerica Bank | 54,670 | $0.81M | 0.0% | -6.5% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 1,762,681 | $26.21M | 0.0% | +3.6% | 0.000% | |
2/14/2024 | Kestra Advisory Services LLC | 24,496 | $0.36M | 0.0% | +23.5% | 0.000% | |
2/14/2024 | Cresset Asset Management LLC | 20,997 | $0.31M | 0.0% | +26.6% | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 20,630 | $0.31M | 0.0% | -21.4% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 89,658 | $1.33M | 0.0% | N/A | 0.000% | |
2/13/2024 | Stephens Inc. AR | 16,866 | $0.25M | 0.0% | +9.5% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 102,975 | $1.53M | 0.0% | +1.5% | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 31,814 | $0.47M | 0.0% | +3.7% | 0.000% | |
2/13/2024 | Jones Financial Companies Lllp | 3,000 | $45K | 0.0% | N/A | 0.000% | |
2/13/2024 | TFG Advisers LLC | 15,101 | $0.23M | 0.1% | -13.6% | 0.000% | |
2/12/2024 | Stifel Financial Corp | 271,717 | $4.04M | 0.0% | +38.7% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 81,334 | $1.21M | 0.0% | +9.2% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 31,413 | $0.47M | 0.0% | -12.7% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 186,303 | $2.77M | 0.0% | -0.5% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 25,230 | $0.38M | 0.0% | -10.6% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 2,691,388 | $40.02M | 0.0% | +4.2% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 28,100 | $0.42M | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 4,080,352 | $60.68M | 0.0% | -2.0% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 98,997 | $1.47M | 0.0% | -29.8% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 180,879 | $2.69M | 0.0% | -1.3% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,858 | $0.16M | 0.0% | +8.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 252,444 | $3.78M | 1.6% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 92,224 | $1.37M | 0.3% | -15.6% | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 334,432 | $4.97M | 0.2% | +21.0% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 46,572 | $0.69M | 0.0% | -8.7% | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 41,855 | $0.62M | 0.1% | -3.3% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 21,210 | $0.32M | 0.0% | -29.9% | 0.000% | |
2/5/2024 | Blue Chip Partners LLC | 23,221 | $0.35M | 0.0% | N/A | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 23,241 | $0.35M | 0.1% | N/A | 0.000% | |
2/5/2024 | Consolidated Planning Corp | 58,384 | $0.87M | 0.2% | -14.2% | 0.000% | |
2/2/2024 | Truist Financial Corp | 241,386 | $3.59M | 0.0% | +4.0% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 43,567 | $0.65M | 0.0% | +74.1% | 0.000% | |
2/1/2024 | NewSquare Capital LLC | 2,000 | $30K | 0.0% | N/A | 0.000% | |
1/31/2024 | Calamos Wealth Management LLC | 61,970 | $0.92M | 0.1% | -17.8% | 0.000% | |
1/31/2024 | Institute for Wealth Management LLC. | 20,017 | $0.30M | 0.0% | -4.8% | 0.000% | |
1/31/2024 | Kellett Wealth Advisors LLC | 15,967 | $0.24M | 0.2% | -29.6% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 11,788 | $0.18M | 0.0% | -31.0% | 0.000% | |
1/30/2024 | Conning Inc. | 47,350 | $0.70M | 0.0% | +2.2% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 18,115 | $0.27M | 0.0% | N/A | 0.000% | |
1/25/2024 | Midwest Financial Group LLC | 15,914 | $0.24M | 0.2% | -4.7% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 386,523 | $5.75M | 0.1% | +1.0% | 0.000% | |
1/24/2024 | CENTRAL TRUST Co | 112,570 | $1.67M | 0.0% | -7.8% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 277,563 | $41.27M | 0.0% | +1,387.0% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 224,532 | $3.34M | 0.0% | -2.3% | 0.000% | |
1/22/2024 | Strategies Wealth Advisors LLC | 22,440 | $0.33M | 0.1% | N/A | 0.000% | |
1/22/2024 | Bensler LLC | 883,061 | $13.13M | 2.2% | +8.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 924,233 | $13.74M | 0.0% | -17.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,254,897 | $18.66M | 0.0% | -10.9% | 0.000% | |
1/11/2024 | Brookstone Capital Management | 13,725 | $0.20M | 0.0% | +7.9% | 0.000% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 18,527 | $0.27M | 0.0% | -4.7% | 0.000% | |
1/10/2024 | David J Yvars Group | 26,931 | $0.40M | 0.3% | -40.2% | 0.000% | |
1/9/2024 | Capital CS Group LLC | 22,798 | $0.34M | 0.4% | -3.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 140,459 | $1.98M | 0.1% | -52.9% | 0.000% | |
11/21/2023 | Comerica Bank | 58,440 | $0.82M | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 3,811,401 | $53.63M | 0.0% | -0.4% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 27,185 | $0.38M | 0.0% | +3.4% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 1,700,877 | $23.93M | 0.0% | +6.4% | 0.000% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 10,571 | $0.15M | 0.1% | N/A | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 293,934 | $4.14M | 0.0% | +1.2% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 24,753 | $0.35M | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 499,415 | $7.03M | 0.2% | +17.5% | 0.000% | |
11/14/2023 | McGowan Group Asset Management Inc. | 536,093 | $7.54M | 1.2% | +3.3% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 195,879 | $2.76M | 0.0% | -3.3% | 0.000% | |
11/13/2023 | Mariner LLC | 97,622 | $1.37M | 0.0% | +1.6% | 0.000% | |
11/13/2023 | LPL Financial LLC | 785,033 | $11.05M | 0.0% | +7.5% | 0.000% | |
11/13/2023 | Meridian Wealth Advisors LLC | 97,222 | $1.37M | 0.3% | +3.2% | 0.000% | |
11/13/2023 | Invesco Ltd. | 15,675 | $0.22M | 0.0% | N/A | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 19,840 | $0.28M | 0.0% | -5.1% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 141,097 | $1.99M | 0.0% | +34.3% | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 18,785 | $0.26M | 0.1% | N/A | 0.000% | |
11/9/2023 | Delta Asset Management LLC TN | 5,705 | $80K | 0.0% | -26.4% | 0.000% | |
11/9/2023 | UBS Group AG | 4,164,723 | $58.60M | 0.0% | -0.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 106,534 | $1.50M | 0.0% | +3.4% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 183,268 | $2.58M | 0.0% | -0.4% | 0.000% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 270,758 | $3.81M | 0.0% | +1.5% | 0.000% | |
11/8/2023 | SMH Capital Advisors Inc. | 16,686 | $0.24M | 0.5% | -21.6% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 10,004 | $0.14M | 0.0% | N/A | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 30,253 | $0.43M | 0.0% | +6.1% | 0.000% | |
11/7/2023 | Pointe Capital Management LLC | 152,919 | $2.15M | 1.7% | -0.7% | 0.000% | |
11/7/2023 | Aviance Capital Partners LLC | 109,208 | $1.54M | 0.3% | -14.3% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 15,336 | $0.22M | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 50,982 | $0.72M | 0.0% | +1.7% | 0.000% | |
11/2/2023 | M&T Bank Corp | 46,027 | $0.65M | 0.0% | +317.4% | 0.000% | |
10/31/2023 | TCI Wealth Advisors Inc. | 38,900 | $0.55M | 0.1% | N/A | 0.000% | |
10/31/2023 | Fifth Third Bancorp | 2,560 | $36K | 0.0% | -29.2% | 0.000% | |
10/30/2023 | Arete Wealth Advisors LLC | 34,178 | $0.48M | 0.1% | -53.5% | 0.000% | |
10/26/2023 | Conning Inc. | 46,338 | $0.65M | 0.0% | +2.1% | 0.000% | |
10/25/2023 | Lindbrook Capital LLC | 1,848 | $26K | 0.0% | -82.2% | 0.000% | |
10/25/2023 | Bensler LLC | 817,770 | $11.51M | 2.2% | +3.3% | 0.000% | |
10/24/2023 | Stratos Wealth Advisors LLC | 17,020 | $0.24M | 0.0% | N/A | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 382,831 | $5.39M | 0.1% | +3.3% | 0.000% | |