6/1/2023 | ORG Partners LLC | 32,256 | $0.28M | 0.1% | N/A | 0.000% |  |
5/22/2023 | Arete Wealth Advisors LLC | 16,526 | $0.14M | 0.0% | N/A | 0.000% |  |
5/18/2023 | SkyView Investment Advisors LLC | 16,863 | $0.15M | 0.0% | N/A | 0.000% |  |
5/18/2023 | JPMorgan Chase & Co. | 15,551 | $0.14M | 0.0% | +1,455.1% | 0.000% |  |
5/17/2023 | B. Riley Wealth Advisors Inc. | 185,008 | $1.60M | 0.0% | -23.6% | 0.000% |  |
5/17/2023 | Advisory Services Network LLC | 27,500 | $0.24M | 0.0% | +139.1% | 0.000% |  |
5/17/2023 | Rockefeller Capital Management L.P. | 37,726 | $0.33M | 0.0% | -8.7% | 0.000% |  |
5/16/2023 | Chilton Capital Management LLC | 8,000 | $69K | 0.0% | N/A | 0.000% |  |
5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 62,844 | $0.54M | 0.0% | +2.1% | 0.000% |  |
5/15/2023 | Cetera Investment Advisers | 19,986 | $0.17M | 0.0% | -40.2% | 0.000% |  |
5/15/2023 | Freestone Capital Holdings LLC | 79,041 | $0.68M | 0.0% | +2.5% | 0.000% |  |
5/12/2023 | Wetherby Asset Management Inc. | 65,216 | $0.56M | 0.0% | +3.5% | 0.000% |  |
5/12/2023 | Nwam LLC | 31,100 | $0.27M | 0.0% | -80.2% | 0.000% |  |
5/12/2023 | Advisors Asset Management Inc. | 935,288 | $8.08M | 0.2% | +3.1% | 0.000% |  |
5/12/2023 | Bank of America Corp DE | 3,044,706 | $26.31M | 0.0% | +12.9% | 0.000% |  |
5/12/2023 | TCTC Holdings LLC | 89,405 | $0.77M | 0.0% | -2.0% | 0.000% |  |
5/12/2023 | UBS Group AG | 1,189,626 | $10.28M | 0.0% | -20.5% | 0.000% |  |
5/12/2023 | Moloney Securities Asset Management LLC | 11,514 | $99K | 0.0% | N/A | 0.000% |  |
5/12/2023 | First Republic Investment Management Inc. | 82,468 | $0.71M | 0.0% | +13.0% | 0.000% |  |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 48,500 | $0.42M | 0.0% | -42.5% | 0.000% |  |
5/11/2023 | Commonwealth Equity Services LLC | 100,814 | $0.87M | 0.0% | -3.3% | 0.000% |  |
5/11/2023 | Guggenheim Capital LLC | 366,370 | $3.17M | 0.0% | +7.9% | 0.000% |  |
5/10/2023 | Magnus Financial Group LLC | 122,601 | $1.06M | 0.2% | -6.3% | 0.000% |  |
5/10/2023 | Oppenheimer & Co. Inc. | 57,843 | $0.50M | 0.0% | -78.5% | 0.000% |  |
5/10/2023 | LPL Financial LLC | 184,625 | $1.60M | 0.0% | +8.5% | 0.000% |  |
5/10/2023 | Simplify Asset Management Inc. | 212,238 | $1.83M | 0.3% | N/A | 0.000% |  |
5/9/2023 | BHK Investment Advisors LLC | 37,500 | $0.32M | 0.1% | +15.4% | 0.000% |  |
5/9/2023 | Spire Wealth Management | 28,032 | $0.24M | 0.0% | N/A | 0.000% |  |
5/9/2023 | Edgemoor Investment Advisors Inc. | 116,922 | $1.01M | 0.1% | -3.1% | 0.000% |  |
5/9/2023 | RFG Advisory LLC | 118,993 | $1.03M | 0.1% | -36.6% | 0.000% |  |
5/8/2023 | Wolverine Asset Management LLC | 35,400 | $0.31M | 0.0% | +206.4% | 0.000% |  |
5/5/2023 | Cullen Frost Bankers Inc. | 6,429 | $56K | 0.0% | +87.5% | 0.000% |  |
5/5/2023 | Pinnacle Associates Ltd. | 32,005 | $0.28M | 0.0% | -9.5% | 0.000% |  |
5/4/2023 | OTA Financial Group L.P. | 62,558 | $0.54M | 0.5% | -62.5% | 0.000% |  |
5/4/2023 | Cornerstone Advisory LLC | 174,505 | $1.51M | 0.3% | -5.0% | 0.000% |  |
5/4/2023 | Beverly Hills Private Wealth LLC | 204,439 | $1.77M | 0.5% | +19.4% | 0.000% |  |
5/3/2023 | Beck Bode LLC | 56,975 | $0.49M | 0.1% | N/A | 0.000% |  |
5/2/2023 | Venturi Wealth Management LLC | 8,778 | $76K | 0.0% | N/A | 0.000% |  |
5/2/2023 | WNY Asset Management LLC | 345,585 | $2.99M | 0.7% | +6.7% | 0.000% |  |
5/1/2023 | Arete Wealth Advisors LLC | 16,526 | $142.78B | 0.0% | N/A | 0.000% |  |
4/28/2023 | Schechter Investment Advisors LLC | 45,583 | $0.39M | 0.0% | N/A | 0.000% |  |
4/28/2023 | Jeppson Wealth Management LLC | 79,764 | $0.69M | 0.3% | +6.6% | 0.000% |  |
4/25/2023 | Parallel Advisors LLC | 9,400 | $81K | 0.0% | +1,466.7% | 0.000% |  |
4/24/2023 | Penserra Capital Management LLC | 1,136,585 | $9.82M | 0.2% | N/A | 0.000% |  |
4/18/2023 | Claybrook Capital LLC | 121,491 | $1.05M | 0.6% | +148.2% | 0.000% |  |
4/18/2023 | Parkside Investments LLC | 35,354 | $0.31M | 0.1% | -14.5% | 0.000% |  |
4/17/2023 | Cadent Capital Advisors LLC | 870,874 | $7.52M | 3.4% | +3.9% | 0.000% |  |
4/14/2023 | Welch & Forbes LLC | 17,200 | $0.15M | 0.0% | -18.6% | 0.000% |  |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 679,602 | $5.87M | 0.0% | +0.4% | 0.000% |  |
4/14/2023 | Raymond James & Associates | 939,428 | $8.12M | 0.0% | +1.3% | 0.000% |  |
4/13/2023 | TSP Capital Management Group LLC | 274,525 | $2.37M | 0.9% | -0.8% | 0.000% |  |
4/12/2023 | Transcend Capital Advisors LLC | 12,285 | $0.11M | 0.0% | -22.2% | 0.000% |  |
4/11/2023 | Mutual Advisors LLC | 39,662 | $0.34M | 0.0% | +42.1% | 0.000% |  |
4/7/2023 | Sanders Morris Harris LLC | 61,200 | $0.53M | 0.2% | N/A | 0.000% |  |
3/15/2023 | B. Riley Wealth Advisors Inc. | 242,274 | $2.07M | 0.1% | -13.0% | 0.000% |  |
3/6/2023 | Rockefeller Capital Management L.P. | 41,317 | $0.35M | 0.0% | +23.4% | 0.000% |  |
2/23/2023 | Centurion Wealth Management LLC | 28,032 | $0.24M | 0.1% | N/A | 0.000% |  |
2/21/2023 | B. Riley Wealth Advisors Inc. | 242,274 | $2.07M | 0.1% | -13.0% | 0.000% |  |
2/16/2023 | RFG Advisory LLC | 187,649 | $1.68M | 0.1% | -19.2% | 0.000% |  |
2/15/2023 | CI Private Wealth LLC | 25,210 | $0.22M | 0.0% | N/A | 0.000% |  |
2/15/2023 | Captrust Financial Advisors | 57,424 | $0.49M | 0.0% | +61.1% | 0.000% |  |
2/15/2023 | Jane Street Group LLC | 27,621 | $0.24M | 0.0% | -61.9% | 0.000% |  |
2/15/2023 | Claraphi Advisory Network LLC | 56,300 | $0.48M | 0.2% | +146.6% | 0.000% |  |
2/15/2023 | Virtu Financial LLC | 10,211 | $87K | 0.0% | N/A | 0.000% |  |
2/15/2023 | Morgan Stanley | 5,967,367 | $51.08M | 0.0% | -15.2% | 0.000% |  |
2/15/2023 | Mosaic Family Wealth Partners LLC | 23,664 | $0.20M | 0.1% | N/A | 0.000% |  |
2/15/2023 | Meridian Wealth Management LLC | 306,123 | $2.62M | 0.3% | -0.9% | 0.000% |  |
2/15/2023 | Almitas Capital LLC | 80,052 | $0.69M | 0.3% | N/A | 0.000% |  |
2/14/2023 | Cetera Advisor Networks LLC | 6,970,480 | $59.67M | 0.5% | +3.8% | 0.000% |  |
2/14/2023 | Private Wealth Strategies L.L.C. | 144,199 | $1.23M | 0.3% | +9.2% | 0.000% |  |
2/13/2023 | Beverly Hills Private Wealth LLC | 171,174 | $1.47M | 0.6% | N/A | 0.000% |  |
2/13/2023 | Advisors Asset Management Inc. | 907,366 | $7.77M | 0.2% | +2.1% | 0.000% |  |
2/13/2023 | First Republic Investment Management Inc. | 72,991 | $0.63M | 0.0% | -7.4% | 0.000% |  |
2/13/2023 | Freestone Capital Holdings LLC | 77,116 | $0.66M | 0.0% | N/A | 0.000% |  |
2/13/2023 | BOKF NA | 18,100 | $0.16M | 0.0% | N/A | 0.000% |  |
2/13/2023 | Wells Fargo & Company MN | 1,107,777 | $9.48M | 0.0% | +6.1% | 0.000% |  |
2/10/2023 | Bank of America Corp DE | 2,696,218 | $23.08M | 0.0% | +9.5% | 0.000% |  |
2/10/2023 | Creative Planning | 37,189 | $0.32M | 0.0% | N/A | 0.000% |  |
2/10/2023 | Bison Wealth LLC | 46,070 | $0.41M | 0.1% | -5.8% | 0.000% |  |
2/10/2023 | HRT Financial LP | 25,815 | $0.22M | 0.0% | N/A | 0.000% |  |
2/10/2023 | Advisor Group Holdings Inc. | 742,413 | $6.36M | 0.0% | +6.2% | 0.000% |  |
2/10/2023 | Arlington Capital Management Inc. | 64,057 | $0.55M | 0.6% | N/A | 0.000% |  |
2/10/2023 | Sit Investment Associates Inc. | 68,975 | $0.59M | 0.0% | +4.5% | 0.000% |  |
2/10/2023 | Commerce Bank | 30,213 | $0.26M | 0.0% | -13.2% | 0.000% |  |
2/9/2023 | Elequin Securities LLC | 19,620 | $0.17M | 0.0% | N/A | 0.000% |  |
2/9/2023 | First Trust Advisors LP | 14,683 | $0.13M | 0.0% | N/A | 0.000% |  |
2/9/2023 | OTA Financial Group L.P. | 167,014 | $1.43M | 1.4% | N/A | 0.000% |  |
2/9/2023 | HighTower Advisors LLC | 204,069 | $1.75M | 0.0% | +69.0% | 0.000% |  |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 676,695 | $5.79M | 0.0% | +40.0% | 0.000% |  |
2/8/2023 | Raymond James & Associates | 926,984 | $7.94M | 0.0% | -0.4% | 0.000% |  |
2/8/2023 | UBS Group AG | 1,496,827 | $12.81M | 0.0% | +5.3% | 0.000% |  |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 47,442 | $0.41M | 0.0% | +4.7% | 0.000% |  |
2/8/2023 | Oppenheimer & Co. Inc. | 268,799 | $2.30M | 0.1% | -0.7% | 0.000% |  |
2/8/2023 | Lincoln National Corp | 45,489 | $0.39M | 0.0% | +5.3% | 0.000% |  |
2/7/2023 | Commonwealth Equity Services LLC | 104,267 | $0.89M | 0.0% | -8.5% | 0.000% |  |
2/7/2023 | LPL Financial LLC | 170,188 | $1.46M | 0.0% | -12.4% | 0.000% |  |
2/7/2023 | IFP Advisors Inc | 5,516 | $0.11M | 0.0% | -20.3% | 0.000% |  |
2/7/2023 | Hollencrest Capital Management | 22,000 | $0.19M | 0.0% | +10.0% | 0.000% |  |
2/7/2023 | Moors & Cabot Inc. | 23,637 | $0.18M | 0.0% | -43.0% | 0.000% |  |
2/6/2023 | Arete Wealth Advisors LLC | 16,447 | $140.79B | 0.0% | +20.0% | 0.000% |  |