8/21/2023 | Osaic Holdings Inc. | 320,628 | $7.30M | 0.0% | +4.3% | 0.000% |  |
8/17/2023 | Imprint Wealth LLC | 23,023 | $2.30M | 0.1% | N/A | 0.000% |  |
8/15/2023 | Imprint Wealth LLC | 23,023 | $2.30M | 0.0% | N/A | 0.000% |  |
8/15/2023 | Wells Fargo & Company MN | 523,407 | $11.91M | 0.0% | +7.0% | 0.000% |  |
8/15/2023 | Formidable Asset Management LLC | 211,395 | $4.81M | 1.0% | -3.2% | 0.000% |  |
8/15/2023 | Royal Bank of Canada | 299,191 | $6.81M | 0.0% | +4.2% | 0.000% |  |
8/15/2023 | Rockefeller Capital Management L.P. | 89,266 | $2.03M | 0.0% | +43.7% | 0.000% |  |
8/15/2023 | Stifel Financial Corp | 48,035 | $1.09M | 0.0% | +6.0% | 0.000% |  |
8/15/2023 | Cohen & Steers Inc. | 171,013 | $3.89M | 0.0% | -17.7% | 0.000% |  |
8/14/2023 | Sowell Financial Services LLC | 46,901 | $1.07M | 0.1% | +6.7% | 0.000% |  |
8/14/2023 | MML Investors Services LLC | 47,732 | $1.09M | 0.0% | +1.6% | 0.000% |  |
8/14/2023 | Snowden Capital Advisors LLC | 41,305 | $0.94M | 0.0% | +9.5% | 0.000% |  |
8/11/2023 | Cornerstone Advisors LLC | 232,323 | $5.29M | 0.3% | N/A | 0.000% |  |
8/11/2023 | Karpus Management Inc. | 122,205 | $2.78M | 0.1% | +1,077.3% | 0.000% |  |
8/11/2023 | Buckingham Strategic Wealth LLC | 16,190 | $0.37M | 0.0% | +74.3% | 0.000% |  |
8/11/2023 | Landscape Capital Management L.L.C. | 22,720 | $0.52M | 0.1% | N/A | 0.000% |  |
8/11/2023 | Guggenheim Capital LLC | 216,930 | $4.94M | 0.0% | +13.0% | 0.000% |  |
8/11/2023 | PNC Financial Services Group Inc. | 8,851 | $0.20M | 0.0% | -11.6% | 0.000% |  |
8/10/2023 | Osaic Holdings Inc. | 320,628 | $7.30M | 0.0% | +4.3% | 0.000% |  |
8/10/2023 | Commonwealth Equity Services LLC | 149,894 | $3.41M | 0.0% | -0.7% | 0.000% |  |
8/10/2023 | McGowan Group Asset Management Inc. | 715,711 | $16.28M | 2.5% | -0.3% | 0.000% |  |
8/10/2023 | Private Advisor Group LLC | 155,541 | $3.54M | 0.0% | +18.8% | 0.000% |  |
8/10/2023 | Cetera Advisors LLC | 14,642 | $0.33M | 0.0% | +13.7% | 0.000% |  |
8/10/2023 | Cetera Advisor Networks LLC | 49,146 | $1.12M | 0.0% | +31.0% | 0.000% |  |
8/8/2023 | Kestra Private Wealth Services LLC | 17,466 | $0.40M | 0.0% | +4.3% | 0.000% |  |
8/7/2023 | Shaker Financial Services LLC | 98,767 | $2.25M | 1.0% | -19.3% | 0.000% |  |
8/3/2023 | Atria Wealth Solutions Inc. | 47,343 | $1.08M | 0.0% | +91.4% | 0.000% |  |
8/3/2023 | Dynamic Advisor Solutions LLC | 10,625 | $0.24M | 0.0% | +8.6% | 0.000% |  |
8/3/2023 | CWM LLC | 1,089 | $25K | 0.0% | +498.4% | 0.000% |  |
8/3/2023 | RFG Advisory LLC | 41,616 | $0.95M | 0.0% | +11.0% | 0.000% |  |
8/3/2023 | Oppenheimer & Co. Inc. | 12,041 | $0.27M | 0.0% | -28.4% | 0.000% |  |
8/2/2023 | 1776 Wealth LLC | 65,223 | $1.48M | 0.8% | +4.9% | 0.000% |  |
8/1/2023 | Truist Financial Corp | 27,265 | $0.62M | 0.0% | +2.8% | 0.000% |  |
7/31/2023 | LPL Financial LLC | 279,995 | $6.37M | 0.0% | -4.1% | 0.000% |  |
7/28/2023 | First Republic Investment Management Inc. | 144,748 | $3.29M | 0.0% | +19.3% | 0.000% |  |
7/27/2023 | Joel Isaacson & Co. LLC | 777,788 | $17.70M | 1.2% | +2.0% | 0.000% |  |
7/26/2023 | Xcel Wealth Management LLC | 8,800 | $0.20M | 0.1% | N/A | 0.000% |  |
7/26/2023 | Janney Montgomery Scott LLC | 45,318 | $1.03M | 0.0% | +2.5% | 0.000% |  |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 224,792 | $5.11M | 0.0% | +0.8% | 0.000% |  |
7/25/2023 | Raymond James & Associates | 524,883 | $11.94M | 0.0% | -4.4% | 0.000% |  |
7/24/2023 | Accel Wealth Management | 128,250 | $2.92M | 1.6% | +2.9% | 0.000% |  |
7/20/2023 | DAVENPORT & Co LLC | 26,446 | $0.60M | 0.0% | -2.9% | 0.000% |  |
7/18/2023 | Stratos Wealth Partners LTD. | 326,982 | $7.44M | 0.2% | +0.7% | 0.000% |  |
7/17/2023 | MRA Advisory Group | 78,406 | $1.78M | 1.2% | +10.4% | 0.000% |  |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 86,241 | $1.96M | 0.0% | +6.9% | 0.000% |  |
5/22/2023 | Ameriprise Financial Inc. | 76,217 | $1.72M | 0.0% | +25.2% | 0.000% |  |
5/18/2023 | JPMorgan Chase & Co. | 3,714 | $84K | 0.0% | N/A | 0.000% |  |
5/17/2023 | Rockefeller Capital Management L.P. | 62,121 | $1.40M | 0.0% | +11.5% | 0.000% |  |
5/16/2023 | SMH Capital Advisors Inc. | 12,148 | $0.28M | 1.6% | -11.6% | 0.000% |  |
5/16/2023 | Snowden Capital Advisors LLC | 37,717 | $0.85M | 0.0% | +22.8% | 0.000% |  |
5/16/2023 | First Trust Advisors LP | 107,606 | $2.43M | 0.0% | -24.1% | 0.000% |  |
5/15/2023 | Cornerstone Wealth Management LLC | 12,575 | $0.28M | 0.0% | N/A | 0.000% |  |
5/12/2023 | Private Portfolio Partners LLC | 12,574 | $0.28M | 0.1% | +6.9% | 0.000% |  |
5/12/2023 | Stifel Financial Corp | 45,297 | $1.02M | 0.0% | +4.9% | 0.000% |  |
5/12/2023 | Advisors Asset Management Inc. | 15,901 | $0.36M | 0.0% | -18.4% | 0.000% |  |
5/12/2023 | MML Investors Services LLC | 46,987 | $1.06M | 0.0% | +2.6% | 0.000% |  |
5/12/2023 | Bank of America Corp DE | 1,622,646 | $36.69M | 0.0% | -1.0% | 0.000% |  |
5/12/2023 | UBS Group AG | 1,063,029 | $24.04M | 0.0% | +1.0% | 0.000% |  |
5/12/2023 | First Republic Investment Management Inc. | 121,290 | $2.74M | 0.0% | +70.7% | 0.000% |  |
5/12/2023 | HighTower Advisors LLC | 89,821 | $2.03M | 0.0% | +1.1% | 0.000% |  |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 80,672 | $1.82M | 0.0% | +3.2% | 0.000% |  |
5/11/2023 | EverSource Wealth Advisors LLC | 1,454 | $33K | 0.0% | +106.5% | 0.000% |  |
5/11/2023 | Elequin Securities LLC | 6,322 | $0.14M | 0.1% | -64.3% | 0.000% |  |
5/11/2023 | Commonwealth Equity Services LLC | 151,011 | $3.41M | 0.0% | -3.8% | 0.000% |  |
5/11/2023 | Guggenheim Capital LLC | 191,979 | $4.34M | 0.0% | +2.6% | 0.000% |  |
5/10/2023 | Oppenheimer & Co. Inc. | 16,821 | $0.38M | 0.0% | -26.4% | 0.000% |  |
5/10/2023 | Private Advisor Group LLC | 130,900 | $2.96M | 0.0% | N/A | 0.000% |  |
5/10/2023 | LPL Financial LLC | 291,999 | $6.60M | 0.0% | -2.8% | 0.000% |  |
5/9/2023 | Formidable Asset Management LLC | 218,298 | $4.96M | 1.0% | -3.2% | 0.000% |  |
5/9/2023 | RFG Advisory LLC | 37,492 | $0.85M | 0.0% | +49.2% | 0.000% |  |
5/8/2023 | Shaker Financial Services LLC | 122,320 | $2.77M | 1.2% | -3.4% | 0.000% |  |
5/5/2023 | Truist Financial Corp | 26,520 | $0.60M | 0.0% | +107.3% | 0.000% |  |
5/5/2023 | Prime Capital Investment Advisors LLC | 20,315 | $0.46M | 0.0% | -56.6% | 0.000% |  |
5/3/2023 | Aspire Private Capital LLC | 1,040 | $23.51B | 0.0% | N/A | 0.000% |  |
4/28/2023 | Ameritas Advisory Services LLC | 2,048 | $46K | 0.0% | N/A | 0.000% |  |
4/28/2023 | Janney Montgomery Scott LLC | 44,199 | $1M | 0.0% | -1.4% | 0.000% |  |
4/27/2023 | Stratos Wealth Partners LTD. | 324,825 | $7.34M | 0.2% | +1.5% | 0.000% |  |
4/27/2023 | DAVENPORT & Co LLC | 27,246 | $0.62M | 0.0% | +7.5% | 0.000% |  |
4/25/2023 | Joel Isaacson & Co. LLC | 762,451 | $17.24M | 1.2% | +0.4% | 0.000% |  |
4/24/2023 | Fifth Third Bancorp | 2,250 | $51K | 0.0% | -18.2% | 0.000% |  |
4/24/2023 | BOK Financial Private Wealth Inc. | 1,719 | $39K | 0.0% | -21.1% | 0.000% |  |
4/18/2023 | IFP Advisors Inc | 2,700 | $62K | 0.0% | -60.9% | 0.000% |  |
4/17/2023 | Johnson & White Wealth Management LLC | 10,340 | $0.23M | 0.2% | +42.3% | 0.000% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 222,924 | $5.04M | 0.0% | +2.0% | 0.000% |  |
4/14/2023 | Raymond James & Associates | 549,072 | $12.42M | 0.0% | -1.7% | 0.000% |  |
4/13/2023 | MRA Advisory Group | 71,041 | $1.61M | 1.2% | -1.2% | 0.000% |  |
4/12/2023 | Private Trust Co. NA | 1,361 | $31K | 0.0% | -64.5% | 0.000% |  |
4/7/2023 | Trust Co. of Vermont | 2,350 | $53K | 0.0% | N/A | 0.000% |  |
3/6/2023 | Rockefeller Capital Management L.P. | 55,716 | $1.27M | 0.0% | +26.3% | 0.000% |  |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 3,161 | $72K | 0.0% | +59.6% | 0.000% |  |
2/16/2023 | RFG Advisory LLC | 25,136 | $0.62M | 0.0% | +29.2% | 0.000% |  |
2/16/2023 | Silverlake Wealth Management LLC | 22,919 | $0.52M | 0.3% | N/A | 0.000% |  |
2/15/2023 | Steward Partners Investment Advisory LLC | 53,902 | $1.23M | 0.0% | -4.4% | 0.000% |  |
2/15/2023 | 1776 Wealth LLC | 62,189 | $1.42M | 1.0% | -15.1% | 0.000% |  |
2/15/2023 | SMH Capital Advisors Inc. | 13,741 | $0.31M | 0.5% | +5.0% | 0.000% |  |
2/15/2023 | Money Concepts Capital Corp | 5,754 | $0.13M | 0.0% | N/A | 0.000% |  |
2/15/2023 | Morgan Stanley | 850,514 | $19.39M | 0.0% | -0.8% | 0.000% |  |
2/15/2023 | Mariner LLC | 38,495 | $0.88M | 0.0% | +17.8% | 0.000% |  |
2/15/2023 | Meridian Wealth Management LLC | 9,491 | $0.22M | 0.0% | N/A | 0.000% |  |
2/15/2023 | Bluefin Capital Management LLC | 27,840 | $0.64M | 0.1% | +87.7% | 0.000% |  |