3/6/2023 | Rockefeller Capital Management L.P. | 157,490 | $0.90M | 0.0% | -1.3% | 0.000% |  |
2/16/2023 | Axxcess Wealth Management LLC | 30,412 | $0.17M | 0.0% | -41.2% | 0.000% |  |
2/16/2023 | Financial Advocates Investment Management | 51,725 | $0.30M | 0.0% | +16.9% | 0.000% |  |
2/15/2023 | Steward Partners Investment Advisory LLC | 21,704 | $0.12M | 0.0% | -15.3% | 0.000% |  |
2/15/2023 | Captrust Financial Advisors | 242,676 | $1.39M | 0.0% | +37.6% | 0.000% |  |
2/15/2023 | Morgan Stanley | 8,410,974 | $48.20M | 0.0% | -14.1% | 0.000% |  |
2/15/2023 | Mariner LLC | 80,757 | $0.46M | 0.0% | -1.9% | 0.000% |  |
2/15/2023 | Equitable Holdings Inc. | 26,055 | $0.15M | 0.0% | +6.2% | 0.000% |  |
2/15/2023 | Axxcess Wealth Management LLC | 30,412 | $0.17M | 0.0% | -41.2% | 0.000% |  |
2/15/2023 | ICA Group Wealth Management LLC | 8,522 | $49K | 0.0% | -92.5% | 0.000% |  |
2/14/2023 | Cetera Advisor Networks LLC | 114,699 | $0.66M | 0.0% | +101.8% | 0.000% |  |
2/14/2023 | Cetera Advisors LLC | 253,699 | $1.45M | 0.0% | -1.8% | 0.000% |  |
2/14/2023 | Alpine Global Management LLC | 84,308 | $0.48M | 0.2% | N/A | 0.000% |  |
2/13/2023 | Advisors Asset Management Inc. | 1,206,936 | $6.92M | 0.1% | -14.2% | 0.000% |  |
2/13/2023 | First Republic Investment Management Inc. | 15,643 | $90K | 0.0% | -23.1% | 0.000% |  |
2/13/2023 | Baird Financial Group Inc. | 14,402 | $83K | 0.0% | -44.5% | 0.000% |  |
2/13/2023 | Wells Fargo & Company MN | 1,575,599 | $9.03M | 0.0% | -17.1% | 0.000% |  |
2/13/2023 | Pinnacle Wealth Planning Services Inc. | 19,920 | $0.11M | 0.0% | -17.1% | 0.000% |  |
2/13/2023 | JPMorgan Chase & Co. | 29,101 | $0.17M | 0.0% | +235.8% | 0.000% |  |
2/13/2023 | Wintrust Investments LLC | 50,491 | $0.29M | 0.0% | -4.4% | 0.000% |  |
2/10/2023 | Bank of America Corp DE | 2,759,336 | $15.81M | 0.0% | -7.8% | 0.000% |  |
2/10/2023 | Creative Planning | 13,824 | $79K | 0.0% | +18.9% | 0.000% |  |
2/10/2023 | Samalin Investment Counsel LLC | 208,702 | $1.20M | 0.8% | +4.4% | 0.000% |  |
2/10/2023 | Advisor Group Holdings Inc. | 628,759 | $3.60M | 0.0% | +89.3% | 0.000% |  |
2/9/2023 | Landscape Capital Management L.L.C. | 78,949 | $0.45M | 0.1% | N/A | 0.000% |  |
2/9/2023 | Elequin Securities LLC | 89,655 | $0.51M | 0.1% | N/A | 0.000% |  |
2/9/2023 | HighTower Advisors LLC | 42,681 | $0.24M | 0.0% | -3.4% | 0.000% |  |
2/9/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 153,146 | $0.88M | 0.3% | -25.6% | 0.000% |  |
2/9/2023 | Mercer Global Advisors Inc. ADV | 17,948 | $0.10M | 0.0% | +27.0% | 0.000% |  |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 188,437 | $1.08M | 0.0% | +4.3% | 0.000% |  |
2/8/2023 | Raymond James & Associates | 148,332 | $0.85M | 0.0% | -14.2% | 0.000% |  |
2/8/2023 | UBS Group AG | 4,144,731 | $23.75M | 0.0% | +7.3% | 0.000% |  |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 83,045 | $0.48M | 0.0% | -2.9% | 0.000% |  |
2/7/2023 | Nations Financial Group Inc. IA ADV | 17,478 | $100K | 0.0% | +28.9% | 0.000% |  |
2/7/2023 | Doliver Advisors LP | 21,156 | $0.12M | 0.0% | N/A | 0.000% |  |
2/7/2023 | Commonwealth Equity Services LLC | 182,848 | $1.05M | 0.0% | +11.3% | 0.000% |  |
2/7/2023 | LPL Financial LLC | 400,770 | $2.30M | 0.0% | +26.2% | 0.000% |  |
2/7/2023 | IFP Advisors Inc | 19,569 | $0.16M | 0.0% | -11.2% | 0.000% |  |
2/7/2023 | Moors & Cabot Inc. | 48,688 | $0.48M | 0.0% | -4.5% | 0.000% |  |
2/6/2023 | Burney Co. | 37,930 | $0.22M | 0.0% | -27.5% | 0.000% |  |
2/3/2023 | Shaker Financial Services LLC | 267,476 | $1.53M | 0.7% | N/A | 0.000% |  |
2/3/2023 | D.A. Davidson & CO. | 29,384 | $0.17M | 0.0% | -58.5% | 0.000% |  |
2/2/2023 | 180 Wealth Advisors LLC | 130,074 | $0.87M | 0.2% | +4.6% | 0.000% |  |
2/1/2023 | Wolverine Asset Management LLC | 157,228 | $0.90M | 0.0% | N/A | 0.000% |  |
1/31/2023 | Atticus Wealth Management LLC | 9,305 | $53K | 0.0% | -51.7% | 0.000% |  |
1/31/2023 | Kestra Advisory Services LLC | 14,446 | $83K | 0.0% | N/A | 0.000% |  |
1/31/2023 | WealthTrust Axiom LLC | 255,944 | $1.47M | 0.5% | -3.5% | 0.000% |  |
1/25/2023 | Stephens Inc. AR | 160,564 | $0.92M | 0.0% | -10.9% | 0.000% |  |
1/25/2023 | MGO One Seven LLC | 19,588 | $0.11M | 0.0% | -22.2% | 0.000% |  |
1/24/2023 | Park Avenue Securities LLC | 37,916 | $0.22M | 0.0% | -5.9% | 0.000% |  |
1/24/2023 | Occidental Asset Management LLC | 10,040 | $58K | 0.0% | N/A | 0.000% |  |
1/24/2023 | Clear Creek Financial Management LLC | 54,000 | $0.31M | 0.1% | N/A | 0.000% |  |
1/20/2023 | Edmonds Duncan Registered Investment Advisors LLC | 86,224 | $0.49M | 0.2% | -17.5% | 0.000% |  |
1/18/2023 | Private Advisor Group LLC | 20,944 | $0.12M | 0.0% | -14.3% | 0.000% |  |
1/13/2023 | Cooper Financial Group | 151,492 | $0.87M | 0.3% | +7.5% | 0.000% |  |
1/13/2023 | Flagship Harbor Advisors LLC | 613,671 | $3.52M | 0.4% | +3.3% | 0.000% |  |
1/12/2023 | A. D. Beadell Investment Counsel Inc. | 16,000 | $91K | 0.1% | N/A | 0.000% |  |
1/11/2023 | Pacific Wealth Strategies Group Inc. | 162,391 | $0.93M | 1.2% | +23.8% | 0.000% |  |
1/11/2023 | Stolper Co | 97,875 | $0.56M | 0.2% | -38.2% | 0.000% |  |
1/5/2023 | Future Financial Wealth Managment LLC | 14,560 | $83K | 0.1% | N/A | 0.000% |  |
12/5/2022 | Centaurus Financial Inc. | 258,954 | $1.49M | 0.1% | +5.0% | 0.000% |  |
11/22/2022 | IHT Wealth Management LLC | 30,693 | $0.18M | 0.0% | -8.6% | 0.000% |  |
11/16/2022 | Captrust Financial Advisors | 176,338 | $1.02M | 0.0% | -6.5% | 0.000% |  |
11/16/2022 | Baird Financial Group Inc. | 25,931 | $0.15M | 0.0% | -68.3% | 0.000% |  |
11/15/2022 | Mercer Global Advisors Inc. ADV | 14,137 | $82K | 0.0% | N/A | 0.000% |  |
11/15/2022 | Fiduciary Group LLC | 10,150 | $64K | 0.0% | N/A | 0.000% |  |
11/15/2022 | Financial Advocates Investment Management | 44,264 | $0.26M | 0.0% | +177.8% | 0.000% |  |
11/15/2022 | Cohen & Steers Inc. | 204,482 | $1.18M | 0.0% | -8.8% | 0.000% |  |
11/15/2022 | Commonwealth Equity Services LLC | 164,248 | $0.95M | 0.0% | +36.7% | 0.000% |  |
11/14/2022 | Royal Bank of Canada | 326,994 | $1.89M | 0.0% | -3.6% | 0.000% |  |
11/14/2022 | Guggenheim Capital LLC | 39,656 | $0.23M | 0.0% | -7.6% | 0.000% |  |
11/14/2022 | Equitable Holdings Inc. | 24,525 | $0.14M | 0.0% | +45.8% | 0.000% |  |
11/14/2022 | Oppenheimer & Co. Inc. | 10,072 | $58K | 0.0% | -20.4% | 0.000% |  |
11/10/2022 | Envestnet Asset Management Inc. | 22,581 | $0.13M | 0.0% | -44.9% | 0.000% |  |
11/10/2022 | Samalin Investment Counsel LLC | 199,927 | $1.15M | 0.8% | +2.2% | 0.000% |  |
11/10/2022 | ICA Group Wealth Management LLC | 113,580 | $0.66M | 0.1% | +13.2% | 0.000% |  |
11/10/2022 | UBS Group AG | 3,862,378 | $22.29M | 0.0% | -0.3% | 0.000% |  |
11/8/2022 | Advisors Asset Management Inc. | 1,405,991 | $8.11M | 0.2% | -13.1% | 0.000% |  |
11/8/2022 | IFP Advisors Inc | 22,038 | $0.19M | 0.0% | +22.9% | 0.000% |  |
11/8/2022 | Moors & Cabot Inc. | 50,957 | $0.29M | 0.0% | -22.9% | 0.000% |  |
11/7/2022 | D.A. Davidson & CO. | 70,780 | $0.41M | 0.0% | -34.2% | 0.000% |  |
11/4/2022 | Schwarz Dygos Wheeler Investment Advisors LLC | 205,725 | $1.19M | 0.5% | +2.6% | 0.000% |  |
11/4/2022 | First Republic Investment Management Inc. | 20,340 | $0.12M | 0.0% | -21.4% | 0.000% |  |
11/3/2022 | Creative Planning | 11,627 | $67K | 0.0% | -25.3% | 0.000% |  |
11/2/2022 | Rockefeller Capital Management L.P. | 159,542 | $0.92M | 0.0% | +1.5% | 0.000% |  |
11/2/2022 | Stephens Inc. AR | 180,195 | $1.04M | 0.0% | +3.2% | 0.000% |  |
11/2/2022 | Avantax Advisory Services Inc. | 21,266 | $0.12M | 0.0% | -26.4% | 0.000% |  |
11/1/2022 | Leisure Capital Management | 20,000 | $0.12M | 0.1% | N/A | 0.000% |  |
10/25/2022 | Janney Montgomery Scott LLC | 75,998 | $0.44M | 0.0% | -4.0% | 0.000% |  |
10/25/2022 | Raymond James & Associates | 172,940 | $1M | 0.0% | -21.6% | 0.000% |  |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 180,630 | $1.04M | 0.0% | +2.8% | 0.000% |  |
10/19/2022 | Advocate Group LLC | 12,579 | $73K | 0.0% | -13.5% | 0.000% |  |
10/18/2022 | Pacific Wealth Strategies Group Inc. | 131,200 | $0.76M | 1.1% | +245.3% | 0.000% |  |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 85,563 | $0.49M | 0.0% | +4.9% | 0.000% |  |
10/17/2022 | Roman Butler Fullerton & Co. | 232,072 | $1.31M | 0.8% | +13.4% | 0.000% |  |
10/14/2022 | Private Advisor Group LLC | 24,444 | $0.14M | 0.0% | +16.7% | 0.000% |  |
10/14/2022 | Edmonds Duncan Registered Investment Advisors LLC | 104,552 | $0.60M | 0.2% | +3.4% | 0.000% |  |
10/13/2022 | Cooper Financial Group | 140,886 | $0.81M | 0.3% | +5.0% | 0.000% |  |
10/13/2022 | Flagship Harbor Advisors LLC | 593,796 | $3.43M | 0.4% | -0.5% | 0.000% |  |
10/12/2022 | 180 Wealth Advisors LLC | 124,332 | $0.72M | 0.2% | -2.3% | 0.000% |  |