4/19/2024 | Lake Street Private Wealth LLC | 371,700 | $4.49M | 0.6% | +8.6% | 0.000% | |
4/18/2024 | Breakwater Capital Group | 16,561 | $0.20M | 0.1% | +16.4% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 76,323 | $0.92M | 0.0% | -5.0% | 0.000% | |
4/15/2024 | West Paces Advisors Inc. | 27,687 | $0.33M | 0.1% | N/A | 0.000% | |
4/13/2024 | Quad Cities Investment Group LLC | 179,926 | $2.17M | 1.3% | -6.3% | 0.000% | |
4/11/2024 | Cooper Financial Group | 118,230 | $1.43M | 0.2% | +9.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 16,275 | $0.20M | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 69,348 | $0.85M | 0.0% | -18.2% | 0.000% | |
2/28/2024 | Abel Hall LLC | 22,000 | $0.27M | 0.2% | N/A | 0.000% | |
2/15/2024 | Horizon Kinetics Asset Management LLC | 51,233 | $0.63M | 0.0% | -5.5% | 0.000% | |
2/15/2024 | Baird Financial Group Inc. | 39,369 | $0.48M | 0.0% | +8.9% | 0.000% | |
2/15/2024 | Comerica Bank | 37,902 | $0.46M | 0.0% | -21.3% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 746,806 | $9.14M | 0.0% | +9.1% | 0.000% | |
2/14/2024 | Kestra Advisory Services LLC | 24,944 | $0.31M | 0.0% | +60.2% | 0.000% | |
2/14/2024 | LM Advisors LLC | 3,219 | $39K | 0.0% | N/A | 0.000% | |
2/14/2024 | Creative Planning | 15,035 | $0.18M | 0.0% | -60.1% | 0.000% | |
2/14/2024 | Nomura Holdings Inc. | 16,275 | $0.20M | 0.0% | N/A | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 58,449 | $0.72M | 0.0% | +63.8% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 296,817 | $3.63M | 0.1% | +1,338.3% | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 191,874 | $2.35M | 0.0% | +24.8% | 0.000% | |
2/13/2024 | Jones Financial Companies Lllp | 2,795 | $34K | 0.0% | N/A | 0.000% | |
2/12/2024 | Tradition Wealth Management LLC | 3,800 | $47K | 0.0% | -46.9% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 65,737 | $0.81M | 0.0% | N/A | 0.000% | |
2/12/2024 | Quaker Wealth Management LLC | 69,482 | $0.85M | 0.4% | N/A | 0.000% | |
2/12/2024 | Fortress Wealth Management Inc. | 135,915 | $1.66M | 0.9% | -19.5% | 0.000% | |
2/12/2024 | Stifel Financial Corp | 51,263 | $0.63M | 0.0% | -36.4% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 115,053 | $1.41M | 0.0% | +9.6% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 54,110 | $0.66M | 0.1% | -12.1% | 0.000% | |
2/12/2024 | Resolute Advisors LLC | 9,526 | $0.12M | 0.0% | N/A | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 20,827 | $0.26M | 0.0% | +7.5% | 0.000% | |
2/9/2024 | US Bancorp DE | 28,293 | $0.35M | 0.0% | +333.9% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 241,299 | $2.95M | 0.0% | +62.0% | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,429 | $66K | 0.0% | +1,165.5% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 31,220 | $0.38M | 0.0% | -8.7% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 975,848 | $11.94M | 0.0% | +2.1% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 1,167,849 | $14.29M | 0.6% | +53.7% | 0.000% | |
2/9/2024 | UBS Group AG | 491,054 | $6.01M | 0.0% | -16.4% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 69,348 | $0.85M | 0.0% | -18.2% | 0.000% | |
2/8/2024 | Brown Advisory Inc. | 11,790 | $0.14M | 0.0% | -19.6% | 0.000% | |
2/8/2024 | Financial Advocates Investment Management | 16,896 | $0.21M | 0.0% | -87.0% | 0.000% | |
2/8/2024 | Lee Financial Co | 24,643 | $0.30M | 0.1% | +3.9% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 105,792 | $1.30M | 0.0% | +4.4% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 35,110 | $0.43M | 0.2% | N/A | 0.000% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 15,600 | $0.19M | 0.0% | -6.5% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 2,497 | $31K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 281,584 | $3.45M | 0.1% | +10.8% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 150,016 | $1.84M | 0.0% | +4.0% | 0.000% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 45,701 | $0.56M | 0.0% | -2.2% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 28,983 | $0.36M | 0.0% | -11.8% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 86,050 | $1.05M | 0.0% | -1.8% | 0.000% | |
2/5/2024 | Steele Capital Management Inc. | 11,893 | $0.15M | 0.0% | N/A | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 27,941 | $0.34M | 0.1% | N/A | 0.000% | |
1/31/2024 | Castle Wealth Management LLC | 146,472 | $1.79M | 1.1% | -19.5% | 0.000% | |
1/30/2024 | Prosperity Wealth Management Inc. | 34,876 | $0.43M | 0.3% | -3.7% | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 189,042 | $2.31M | 0.1% | +257.5% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 13,772 | $0.17M | 0.4% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 103,563 | $1.27M | 0.0% | N/A | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 14,223 | $0.17M | 0.0% | +7.5% | 0.000% | |
1/24/2024 | Allworth Financial LP | 9,829 | $0.12M | 0.0% | +28.8% | 0.000% | |
1/24/2024 | Sowell Financial Services LLC | 63,898 | $0.78M | 0.0% | +24.9% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 103,563 | $1.27M | 0.0% | N/A | 0.000% | |
1/24/2024 | Private Trust Co. NA | 6,422 | $79K | 0.0% | -31.8% | 0.000% | |
1/24/2024 | Breakwater Capital Group | 14,233 | $0.17M | 0.0% | -19.9% | 0.000% | |
1/24/2024 | All Season Financial Advisors Inc. | 47,866 | $0.59M | 0.5% | +34.8% | 0.000% | |
1/18/2024 | Future Financial Wealth Managment LLC | 52,498 | $0.64M | 0.6% | +13.4% | 0.000% | |
1/18/2024 | Delta Financial Group Inc. | 33,187 | $0.41M | 0.1% | +7.5% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 978,331 | $11.98M | 0.0% | -3.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,380,937 | $16.90M | 0.0% | -1.4% | 0.000% | |
1/16/2024 | Salem Investment Counselors Inc. | 15,447 | $0.19M | 0.0% | -56.3% | 0.000% | |
1/16/2024 | Cooper Financial Group | 108,468 | $1.33M | 0.2% | +8.8% | 0.000% | |
1/12/2024 | Mutual Advisors LLC | 164,048 | $2.01M | 0.1% | -15.0% | 0.000% | |
1/12/2024 | Heron Bay Capital Management | 16,515 | $0.20M | 0.0% | -93.7% | 0.000% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 266,960 | $3.27M | 0.3% | +157.1% | 0.000% | |
1/11/2024 | Pasadena Private Wealth LLC | 15,406 | $0.19M | 0.0% | +31.6% | 0.000% | |
1/8/2024 | Channel Wealth LLC | 10,963 | $0.13M | 0.1% | -24.2% | 0.000% | |
11/22/2023 | Josh Arnold Investment Consultant LLC | 32,300 | $0.32M | 0.3% | +3.2% | 0.000% | |
11/21/2023 | Comerica Bank | 48,172 | $0.49M | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 3,901,780 | $39.49M | 0.0% | +3.5% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 468,753 | $4.74M | 0.1% | +128.0% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 14,328 | $0.15M | 0.0% | -25.2% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 20,023 | $0.20M | 0.0% | -16.1% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 684,410 | $6.93M | 0.0% | +9.9% | 0.000% | |
11/15/2023 | KPP Advisory Services LLC | 10,198 | $0.10M | 0.0% | N/A | 0.000% | |
11/15/2023 | Lido Advisors LLC | 25,000 | $0.25M | 0.0% | N/A | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 940,281 | $9.53M | 0.0% | -16.1% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 11,000 | $0.11M | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 671,172 | $6.79M | 0.1% | +3.7% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 91,994 | $0.93M | 0.5% | +14.5% | 0.000% | |
11/14/2023 | Mutual Advisors LLC | 193,085 | $1.95M | 0.1% | -7.1% | 0.000% | |
11/13/2023 | Hollencrest Capital Management | 10,813 | $0.11M | 0.0% | -15.0% | 0.000% | |
11/13/2023 | Northern Trust Corp | 31,006 | $0.31M | 0.0% | N/A | 0.000% | |
11/13/2023 | Stifel Financial Corp | 80,576 | $0.82M | 0.0% | -67.7% | 0.000% | |
11/13/2023 | Mariner LLC | 571,385 | $5.78M | 0.0% | +10.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 651,461 | $6.59M | 0.0% | -14.0% | 0.000% | |
11/13/2023 | Sargent Investment Group LLC | 198,680 | $2.01M | 0.5% | +6.5% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 25,833 | $0.26M | 0.0% | -64.8% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 35,688 | $0.36M | 0.0% | -10.5% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 15,572 | $0.16M | 0.0% | -40.4% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 759,617 | $7.69M | 0.4% | +79.1% | 0.000% | |
11/9/2023 | UBS Group AG | 587,735 | $5.95M | 0.0% | -8.0% | 0.000% | |