3/22/2024 | PNC Financial Services Group Inc. | 54,716 | $1.16M | 0.0% | -26.2% | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 79,486 | $1.69M | 0.0% | N/A | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 34,593 | $0.74M | 0.0% | -15.0% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 18,084 | $0.38M | 0.0% | N/A | 0.000% | |
2/16/2024 | Harbour Investments Inc. | 22,984 | $0.49M | 0.0% | +479.1% | 0.000% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 78,134 | $1.66M | 0.0% | +58.5% | 0.000% | |
2/15/2024 | Venture Visionary Partners LLC | 49,472 | $1.05M | 0.1% | N/A | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 25,909 | $0.55M | 0.2% | +14.2% | 0.000% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 21,445 | $0.46M | 0.2% | +14.2% | 0.000% | |
2/15/2024 | Baird Financial Group Inc. | 47,726 | $1.01M | 0.0% | -37.9% | 0.000% | |
2/15/2024 | Comerica Bank | 10,520 | $0.22M | 0.0% | +13.9% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 742,191 | $15.76M | 0.0% | +13.0% | 0.000% | |
2/14/2024 | Pathstone Holdings LLC | 23,956 | $0.51M | 0.0% | N/A | 0.000% | |
2/14/2024 | Kestra Advisory Services LLC | 115,389 | $2.45M | 0.0% | -17.4% | 0.000% | |
2/14/2024 | Creative Planning | 25,716 | $0.55M | 0.0% | -16.9% | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 77,571 | $1.65M | 0.0% | +36.1% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 111,129 | $2.36M | 0.0% | -11.3% | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 13,539 | $0.29M | 0.0% | +4.5% | 0.000% | |
2/13/2024 | Bedell Frazier Investment Counselling LLC | 177,607 | $3.77M | 1.0% | -12.7% | 0.000% | |
2/13/2024 | First Trust Advisors LP | 75,850 | $1.61M | 0.0% | -6.2% | 0.000% | |
2/13/2024 | Goldman Sachs Group Inc. | 79,486 | $1.69M | 0.0% | N/A | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 180,944 | $3.84M | 0.6% | +35.7% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 36,658 | $0.78M | 0.4% | +66.4% | 0.000% | |
2/13/2024 | Rathbones Group PLC | 156,863 | $3.33M | 0.0% | -1.8% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 25,619 | $0.54M | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 191,099 | $4.06M | 0.0% | +7.9% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 22,816 | $0.49M | 0.0% | -4.2% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 7,373 | $0.16M | 0.0% | -75.9% | 0.000% | |
2/9/2024 | Commerce Bank | 16,276 | $0.35M | 0.0% | -6.2% | 0.000% | |
2/9/2024 | US Bancorp DE | 5,053 | $0.11M | 0.0% | +350.8% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 127,512 | $2.71M | 0.0% | -3.1% | 0.000% | |
2/9/2024 | Certified Advisory Corp | 9,603 | $0.20M | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 911,768 | $19.37M | 0.0% | -4.9% | 0.000% | |
2/9/2024 | Mckinley Capital Management LLC | 34,361 | $0.73M | 0.1% | -39.0% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 416,722 | $8.85M | 0.4% | +89.0% | 0.000% | |
2/9/2024 | UBS Group AG | 828,097 | $17.59M | 0.0% | +5.1% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 54,716 | $1.16M | 0.0% | -26.2% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 25,343 | $0.54M | 0.0% | -3.5% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,811 | $1.14M | 0.0% | -10.1% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 29,992 | $0.64M | 0.1% | -10.2% | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 32,171 | $0.68M | 0.0% | -2.5% | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 54,090 | $1.15M | 0.2% | -11.3% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 68,732 | $1.46M | 0.0% | -7.9% | 0.000% | |
2/6/2024 | Spire Wealth Management | 4,226 | $89K | 0.0% | -43.4% | 0.000% | |
2/6/2024 | NTV Asset Management LLC | 47,320 | $1.01M | 0.2% | -15.5% | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 29,878 | $0.64M | 0.1% | -8.4% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,643 | $77K | 0.0% | -58.3% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 74,397 | $1.58M | 0.0% | -11.7% | 0.000% | |
2/2/2024 | Truist Financial Corp | 147,943 | $3.14M | 0.0% | -1.6% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 69,932 | $1.49M | 0.0% | +91.0% | 0.000% | |
2/2/2024 | Capital Advisors Ltd. LLC | 9,485 | $0.20M | 0.0% | -27.6% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 47,683 | $1.01M | 0.0% | +2,449.9% | 0.000% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 23,855 | $0.51M | 0.1% | -4.5% | 0.000% | |
2/1/2024 | Capital Investment Advisory Services LLC | 26,374 | $0.56M | 0.1% | -8.4% | 0.000% | |
1/30/2024 | Prosperity Wealth Management Inc. | 24,607 | $0.52M | 0.3% | -6.2% | 0.000% | |
1/30/2024 | Scissortail Wealth Management LLC | 9,836 | $0.22M | 0.1% | N/A | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 20,670 | $0.44M | 0.1% | N/A | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 5,422 | $0.12M | 0.0% | -18.8% | 0.000% | |
1/30/2024 | Conning Inc. | 130,821 | $2.78M | 0.1% | +2.3% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 65,352 | $1.39M | 0.3% | +53.1% | 0.000% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 1,731 | $37K | 0.0% | N/A | 0.000% | |
1/26/2024 | Harbor Investment Advisory LLC | 2,272 | $48K | 0.0% | +129.0% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 50,736 | $1.08M | 0.0% | N/A | 0.000% | |
1/25/2024 | United Capital Management of KS Inc. | 155,918 | $3.31M | 1.0% | +6.1% | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 21,853 | $0.46M | 0.5% | N/A | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 32,940 | $0.70M | 0.0% | N/A | 0.000% | |
1/24/2024 | Venture Visionary Partners LLC | 49,765 | $1.06M | 0.1% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 50,736 | $1.08M | 0.0% | N/A | 0.000% | |
1/18/2024 | Accel Wealth Management | 100,402 | $2.13M | 1.1% | -2.6% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 588,780 | $12.51M | 0.0% | +52.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 362,771 | $7.71M | 0.0% | -50.9% | 0.000% | |
1/12/2024 | Advisor Resource Council | 32,293 | $0.69M | 0.1% | N/A | 0.000% | |
1/12/2024 | Monterey Private Wealth Inc. | 20,586 | $0.44M | 0.2% | -6.6% | 0.000% | |
1/11/2024 | Raymond James Trust N.A. | 13,124 | $0.28M | 0.0% | -7.7% | 0.000% | |
1/11/2024 | LexAurum Advisors LLC | 25,691 | $0.55M | 0.1% | -16.3% | 0.000% | |
1/11/2024 | Community Bank of Raymore | 12,910 | $0.27M | 0.1% | -3.7% | 0.000% | |
1/8/2024 | Channel Wealth LLC | 16,437 | $0.35M | 0.2% | -5.2% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 27,142 | $0.53M | 0.0% | -26.1% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 13,709 | $0.27M | 0.0% | N/A | 0.000% | |
11/21/2023 | Comerica Bank | 9,240 | $0.18M | 0.0% | N/A | 0.000% | |
11/16/2023 | Integrated Advisors Network LLC | 40,675 | $0.80M | 0.0% | -4.0% | 0.000% | |
11/16/2023 | Creative Planning | 30,944 | $0.61M | 0.0% | +6.3% | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 3,969 | $78K | 0.0% | +22.8% | 0.000% | |
11/16/2023 | Morgan Stanley | 1,881,439 | $36.84M | 0.0% | +0.8% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 49,309 | $0.97M | 0.0% | +4.0% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 656,541 | $12.86M | 0.0% | +17.4% | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 565,143 | $11.06M | 0.0% | +5.1% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 19,091 | $0.37M | 0.2% | -45.2% | 0.000% | |
11/14/2023 | Mckinley Capital Management LLC | 56,292 | $1.10M | 0.2% | +1.5% | 0.000% | |
11/14/2023 | McGowan Group Asset Management Inc. | 1,249,542 | $24.47M | 3.9% | +0.3% | 0.000% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 18,779 | $0.37M | 0.2% | +5.8% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 42,672 | $0.84M | 0.2% | N/A | 0.000% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 33,010 | $0.65M | 0.0% | -4.6% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 177,070 | $3.47M | 0.0% | -7.3% | 0.000% | |
11/13/2023 | Mariner LLC | 12,232 | $0.24M | 0.0% | -46.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 305,647 | $5.99M | 0.0% | +4.6% | 0.000% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 1,702 | $33K | 0.0% | -37.6% | 0.000% | |
11/13/2023 | Sargent Investment Group LLC | 66,213 | $1.30M | 0.3% | +9.0% | 0.000% | |
11/13/2023 | Invesco Ltd. | 14,238 | $0.28M | 0.0% | -23.1% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 1,870 | $37K | 0.0% | N/A | 0.000% | |