10/11/2024 | Creative Planning | 24,583 | $0.54M | 0.0% | +14.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 362,187 | $6.99M | 0.1% | N/A | 0.000% | |
8/16/2024 | Creative Planning | 21,400 | $0.43M | 0.0% | +6.8% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 154,351 | $3.07M | 0.0% | +12.3% | 0.000% | |
8/7/2024 | Choreo LLC | 31,678 | $0.63M | 0.0% | +5.6% | 0.000% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 6,296 | $0.13M | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 84,927 | $1.69M | 0.7% | +35.7% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 3,810 | $76K | 0.0% | N/A | 0.000% | |
7/12/2024 | Baldwin Brothers LLC MA | 89,521 | $1.78M | 0.1% | -2.0% | 0.000% | |
7/9/2024 | Lynx Investment Advisory | 1,945 | $39K | 0.0% | N/A | 0.000% | |
5/21/2024 | Atria Investments Inc | 314,040 | $6.31M | 0.1% | N/A | 0.000% | |
5/10/2024 | Glaxis Capital Management LLC | 103,000 | $2.07M | 3.8% | +11.5% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 36,429 | $0.73M | 0.0% | +12.0% | 0.000% | |
5/2/2024 | Choreo LLC | 29,991 | $0.60M | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 21,013 | $0.42M | 0.0% | +90.7% | 0.000% | |
4/26/2024 | Chicago Partners Investment Group LLC | 448,777 | $8.68M | 0.4% | +0.8% | 0.000% | |
4/22/2024 | Everpar Advisors LLC | 20,503 | $0.41M | 0.3% | -3.0% | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 79,068 | $1.59M | 0.4% | -36.5% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,725 | $0.25M | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 445,425 | $8.38M | 0.4% | -3.9% | 0.000% | |
2/15/2024 | Comerica Bank | 62,418 | $1.15M | 0.0% | +2.8% | 0.000% | |
2/9/2024 | UBS Group AG | 1,453,730 | $26.79M | 0.0% | +1.9% | 0.000% | |
2/8/2024 | Glaxis Capital Management LLC | 92,416 | $1.70M | 5.9% | N/A | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 59,992 | $1.11M | 0.0% | -6.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 42,010 | $0.77M | 0.3% | -32.2% | 0.000% | |
2/6/2024 | Everpar Advisors LLC | 21,136 | $0.39M | 0.2% | N/A | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 16,179 | $0.30M | 0.0% | -13.4% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 54,674 | $1.01M | 1.0% | +52.5% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 18,829 | $0.35M | 0.0% | -9.7% | 0.000% | |
2/5/2024 | Greatmark Investment Partners Inc. | 143,375 | $2.64M | 0.4% | -1.5% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 1,934 | $36K | 0.0% | -92.3% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 95,077 | $1.75M | 0.0% | +657.4% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 71,160 | $1.31M | 0.0% | +4.6% | 0.000% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 49,793 | $0.92M | 0.4% | -8.2% | 0.000% | |
1/23/2024 | Venturi Wealth Management LLC | 3,947 | $73K | 0.0% | -17.4% | 0.000% | |
1/18/2024 | Maltin Wealth Management Inc. | 74,508 | $1.37M | 0.9% | +1.6% | 0.000% | |
1/18/2024 | Pettinga Financial Advisors LLC | 50,300 | $0.93M | 0.2% | +77.2% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,042 | $0.24M | 0.0% | -4.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 32,489 | $0.60M | 0.0% | -10.0% | 0.000% | |
1/12/2024 | Mutual Advisors LLC | 16,058 | $0.30M | 0.0% | N/A | 0.000% | |
1/11/2024 | Grey Street Capital LLC | 15,025 | $0.28M | 0.1% | -5.0% | 0.000% | |
1/11/2024 | LexAurum Advisors LLC | 124,558 | $2.30M | 0.6% | -8.2% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 114,432 | $1.95M | 0.1% | +306.8% | 0.000% | |
11/14/2023 | Synovus Financial Corp | 115,319 | $1.97M | 0.0% | -3.1% | 0.000% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 138,156 | $2.36M | 0.9% | +12.9% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 6,823 | $0.12M | 0.0% | -11.2% | 0.000% | |
11/13/2023 | Invesco Ltd. | 457,825 | $7.82M | 0.0% | +8.2% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 25,175 | $0.43M | 0.0% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 1,426,179 | $24.35M | 0.0% | +3.2% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 30,500 | $0.52M | 0.1% | N/A | 0.000% | |
11/8/2023 | Greatmark Investment Partners Inc. | 145,525 | $2.48M | 0.4% | +9.2% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 35,291 | $0.60M | 0.0% | +215.2% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 20,853 | $0.36M | 0.0% | N/A | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 35,841 | $0.61M | 0.7% | +20.7% | 0.000% | |
10/26/2023 | Chicago Partners Investment Group LLC | 463,428 | $7.64M | 0.4% | -7.0% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,630 | $0.23M | 0.0% | -19.7% | 0.000% | |
10/24/2023 | Raymond James & Associates | 36,089 | $0.62M | 0.0% | -7.3% | 0.000% | |
10/24/2023 | Pettinga Financial Advisors LLC | 28,390 | $0.49M | 0.1% | N/A | 0.000% | |
10/20/2023 | Quattro Financial Advisors LLC | 11,230 | $0.19M | 0.1% | N/A | 0.000% | |
10/16/2023 | LexAurum Advisors LLC | 135,754 | $2.32M | 0.7% | +2.0% | 0.000% | |
10/11/2023 | Maltin Wealth Management Inc. | 73,311 | $1.25M | 0.8% | +49.4% | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 122,335 | $2.23M | 0.9% | -27.9% | 0.000% | |
8/11/2023 | Baird Financial Group Inc. | 127,078 | $2.31M | 0.0% | +2.5% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 52,648 | $0.96M | 0.0% | +7.5% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 216,950 | $3.95M | 0.1% | +6.6% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 76,368 | $1.39M | 0.0% | +19.0% | 0.000% | |
8/8/2023 | Synovus Financial Corp | 118,966 | $2.17M | 0.0% | +10.7% | 0.000% | |
8/8/2023 | Chicago Partners Investment Group LLC | 498,327 | $9.11M | 0.5% | -2.4% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 61,633 | $1.12M | 0.5% | -13.4% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 91,161 | $1.66M | 0.0% | +32.1% | 0.000% | |
8/4/2023 | Carmichael Hill & Associates Inc. | 54,019 | $0.98M | 0.4% | -35.7% | 0.000% | |
8/3/2023 | Maltin Wealth Management Inc. | 49,086 | $0.89M | 0.2% | -46.1% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 11,198 | $0.20M | 0.0% | N/A | 0.000% | |
8/2/2023 | Greatmark Investment Partners Inc. | 133,325 | $2.43M | 0.4% | +22.6% | 0.000% | |
8/1/2023 | Merit Financial Group LLC | 18,354 | $0.33M | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 72,220 | $1.31M | 0.0% | +14.4% | 0.000% | |
7/25/2023 | Raymond James & Associates | 38,941 | $0.71M | 0.0% | +24.6% | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 15,050 | $0.27M | 0.0% | -21.2% | 0.000% | |
7/17/2023 | Claybrook Capital LLC | 36,815 | $0.67M | 0.4% | +11.3% | 0.000% | |
7/14/2023 | Baldwin Brothers LLC MA | 91,332 | $1.66M | 0.1% | -5.0% | 0.000% | |
7/14/2023 | Grey Street Capital LLC | 15,812 | $0.29M | 0.2% | +5.2% | 0.000% | |
7/11/2023 | Good Life Advisors LLC | 13,369 | $0.24M | 0.0% | N/A | 0.000% | |
6/13/2023 | Callan Capital LLC | 10,000 | $0.18M | 0.0% | N/A | 0.000% | |
5/12/2023 | Algebris UK Ltd | 57,665 | $1.03M | 0.4% | -12.7% | 0.000% | |
5/11/2023 | Bramshill Investments LLC | 253,645 | $4.53M | 0.5% | -66.0% | 0.000% | |
5/11/2023 | Synovus Financial Corp | 107,514 | $1.92M | 0.0% | +21.0% | 0.000% | |
5/11/2023 | Financial Advocates Investment Management | 17,842 | $0.32M | 0.0% | +7.9% | 0.000% | |
5/11/2023 | Barrett & Company Inc. | 12,450 | $0.22M | 0.1% | N/A | 0.000% | |
5/10/2023 | Grey Street Capital LLC | 15,025 | $0.27M | 0.2% | N/A | 0.000% | |
5/9/2023 | Callan Capital LLC | 10,000 | $0.18M | 0.0% | N/A | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 71,129 | $1.27M | 0.6% | +104.5% | 0.000% | |
5/2/2023 | Venturi Wealth Management LLC | 4,094 | $73K | 0.0% | N/A | 0.000% | |
4/28/2023 | Greatmark Investment Partners Inc. | 108,750 | $1.94M | 0.3% | +12.5% | 0.000% | |
4/27/2023 | BerganKDV Wealth Management LLC | 41,066 | $0.73M | 0.1% | +9.3% | 0.000% | |
4/27/2023 | DAVENPORT & Co LLC | 19,100 | $0.34M | 0.0% | +27.8% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 64,973 | $1.16M | 0.0% | -1.9% | 0.000% | |
4/24/2023 | Penserra Capital Management LLC | 203,424 | $3.63M | 0.1% | -6.2% | 0.000% | |
4/20/2023 | Maltin Wealth Management Inc. | 90,994 | $1.62M | 1.2% | +1.9% | 0.000% | |
4/18/2023 | Claybrook Capital LLC | 33,065 | $0.59M | 0.3% | +216.0% | 0.000% | |
4/14/2023 | Raymond James & Associates | 31,265 | $0.56M | 0.0% | -8.7% | 0.000% | |