4/30/2024 | HB Wealth Management LLC | 49,967 | $0.36M | 0.0% | +3.5% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 134,320 | $0.97M | 0.0% | +1.0% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 13,500 | $97K | 0.0% | +80.0% | 0.000% | |
4/18/2024 | Chapin Davis Inc. | 26,000 | $0.19M | 0.1% | +73.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 27,302 | $0.20M | 0.0% | +28.5% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 28,146 | $0.20M | 0.0% | -14.7% | 0.000% | |
2/12/2024 | Chiron Capital Management LLC | 77,435 | $0.55M | 0.5% | +230.0% | 0.357% | |
2/12/2024 | Cape Investment Advisory Inc. | 5,697 | $40K | 0.0% | N/A | 0.026% | |
2/8/2024 | MAS Advisors LLC | 11,825 | $84K | 0.1% | N/A | 0.055% | |
2/7/2024 | Forum Financial Management LP | 54,747 | $0.39M | 0.0% | +173.7% | 0.253% | |
2/5/2024 | Fiduciary Group LLC | 43,500 | $0.31M | 0.0% | +6.1% | 0.201% | |
2/1/2024 | Lindbrook Capital LLC | 7,500 | $53K | 0.0% | -21.1% | 0.035% | |
1/29/2024 | Koshinski Asset Management Inc. | 56,800 | $0.40M | 0.1% | N/A | 0.262% | |
1/26/2024 | Cerity Partners LLC | 52,852 | $0.37M | 0.0% | +10.9% | 0.244% | |
1/24/2024 | International Assets Investment Management LLC | 150,145 | $1.06M | 0.0% | +1,471.9% | 0.693% | |
1/23/2024 | Alera Investment Advisors LLC | 12,805 | $90K | 0.0% | -20.1% | 0.059% | |
1/16/2024 | HB Wealth Management LLC | 48,284 | $0.34M | 0.0% | -11.3% | 0.223% | |
12/11/2023 | Sunbelt Securities Inc. | 11,540 | $86K | 0.0% | -52.0% | 0.053% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 14,228 | $0.11M | 0.0% | N/A | 0.066% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 39,778 | $0.30M | 0.0% | N/A | 0.184% | |
11/13/2023 | WINTON GROUP Ltd | 11,667 | $87K | 0.0% | N/A | 0.054% | |
11/9/2023 | Blair William & Co. IL | 426,057 | $3.17M | 0.0% | -0.6% | 1.966% | |
11/8/2023 | Atria Wealth Solutions Inc. | 49,243 | $0.37M | 0.0% | +25.1% | 0.227% | |
11/8/2023 | Oppenheimer & Co. Inc. | 34,572 | $0.26M | 0.0% | -23.1% | 0.160% | |
11/7/2023 | Virtus ETF Advisers LLC | 48,943 | $0.37M | 0.2% | +108.4% | 0.226% | |
11/7/2023 | Cobblestone Capital Advisors LLC NY | 15,295 | $0.11M | 0.0% | +14.7% | 0.071% | |
11/6/2023 | Schechter Investment Advisors LLC | 153,425 | $1.14M | 0.1% | -1.9% | 0.708% | |
11/6/2023 | GYL Financial Synergies LLC | 20,635 | $0.15M | 0.0% | +34.2% | 0.095% | |
10/24/2023 | Stratos Wealth Advisors LLC | 15,044 | $0.11M | 0.0% | N/A | 0.069% | |
10/23/2023 | Commonwealth Equity Services LLC | 134,631 | $1M | 0.0% | +1.3% | 0.621% | |
10/13/2023 | HB Wealth Management LLC | 54,422 | $0.41M | 0.0% | +3.1% | 0.251% | |
10/10/2023 | National Bank of Canada FI | 94,903 | $0.69M | 0.0% | +48.8% | 0.438% | |
10/4/2023 | International Assets Investment Management LLC | 9,552 | $70K | 0.0% | N/A | 0.044% | |
8/10/2023 | Osaic Holdings Inc. | 881,583 | $7.21M | 0.0% | +0.3% | 4.068% | |
8/10/2023 | Southeast Asset Advisors Inc. | 16,000 | $0.13M | 0.0% | N/A | 0.074% | |
8/10/2023 | Cetera Investment Advisers | 214,584 | $1.76M | 0.0% | +8.5% | 0.990% | |
8/4/2023 | Envestnet Asset Management Inc. | 269,051 | $2.20M | 0.0% | +8.5% | 1.242% | |
8/3/2023 | Atria Wealth Solutions Inc. | 39,352 | $0.32M | 0.0% | +3.2% | 0.182% | |
8/3/2023 | Mackenzie Financial Corp | 60,715 | $0.50M | 0.0% | -22.6% | 0.280% | |
8/3/2023 | Oppenheimer & Co. Inc. | 44,935 | $0.37M | 0.0% | +51.4% | 0.207% | |
8/1/2023 | Cobblestone Capital Advisors LLC NY | 13,335 | $0.11M | 0.0% | N/A | 0.062% | |
7/31/2023 | LPL Financial LLC | 52,762 | $0.43M | 0.0% | -14.6% | 0.243% | |
7/26/2023 | Janney Montgomery Scott LLC | 26,751 | $0.22M | 0.0% | -12.0% | 0.123% | |
7/26/2023 | National Bank of Canada FI | 63,789 | $0.52M | 0.0% | N/A | 0.294% | |
7/13/2023 | HB Wealth Management LLC | 52,811 | $0.43M | 0.0% | +3.2% | 0.244% | |
6/14/2023 | Atria Wealth Solutions Inc. | 38,136 | $0.29M | 0.0% | N/A | 0.176% | |
5/15/2023 | MAS Advisors LLC | 24,384 | $0.19M | 0.2% | -7.8% | 0.113% | |
5/12/2023 | Cliffwater LLC | 78,440 | $0.60M | 0.2% | -77.7% | 0.362% | |
5/12/2023 | Blair William & Co. IL | 435,208 | $3.33M | 0.0% | -2.7% | 2.008% | |
5/11/2023 | Balentine LLC | 15,847 | $0.12M | 0.0% | -66.7% | 0.073% | |
5/11/2023 | Cerity Partners LLC | 56,715 | $0.43M | 0.0% | -4.9% | 0.262% | |
5/10/2023 | Oppenheimer & Co. Inc. | 29,670 | $0.23M | 0.0% | -70.6% | 0.137% | |
5/2/2023 | Arkadios Wealth Advisors | 12,579 | $96K | 0.0% | -22.6% | 0.058% | |
5/1/2023 | Virtu Financial LLC | 11,104 | $85K | 0.0% | N/A | 0.051% | |
4/26/2023 | Lindbrook Capital LLC | 9,500 | $73K | 0.0% | -48.6% | 0.044% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 10,722 | $82K | 0.0% | -32.1% | 0.049% | |
4/24/2023 | Mackenzie Financial Corp | 78,460 | $0.60M | 0.0% | +40.4% | 0.362% | |
4/18/2023 | Claybrook Capital LLC | 43,140 | $0.33M | 0.2% | +8.5% | 0.199% | |
4/14/2023 | Asset Management Corp IL ADV | 14,611 | $0.11M | 0.1% | N/A | 0.067% | |
2/13/2023 | CIBC Private Wealth Group LLC | 12,685 | $0.11M | 0.0% | -41.5% | 0.059% | |
2/10/2023 | Cliffwater LLC | 351,966 | $3.01M | 0.8% | +2.4% | 1.624% | |
2/10/2023 | Advisor Group Holdings Inc. | 858,322 | $7.33M | 0.0% | +0.2% | 3.961% | |
2/10/2023 | Blair William & Co. IL | 447,323 | $3.82M | 0.0% | -2.0% | 2.064% | |
2/9/2023 | HighTower Advisors LLC | 46,011 | $0.40M | 0.0% | +225.1% | 0.212% | |
2/8/2023 | Oppenheimer & Co. Inc. | 100,836 | $0.86M | 0.0% | +5.0% | 0.465% | |
2/7/2023 | Commonwealth Equity Services LLC | 129,939 | $1.11M | 0.0% | +2.5% | 0.600% | |
2/7/2023 | LPL Financial LLC | 56,131 | $0.48M | 0.0% | +47.5% | 0.259% | |
2/7/2023 | Envestnet Asset Management Inc. | 250,595 | $2.14M | 0.0% | +18.3% | 1.156% | |
1/27/2023 | GPS Wealth Strategies Group LLC | 10,227 | $87K | 0.0% | +37.3% | 0.047% | |
1/25/2023 | Stephens Inc. AR | 19,919 | $0.17M | 0.0% | -19.7% | 0.092% | |
1/25/2023 | Lindbrook Capital LLC | 18,500 | $0.16M | 0.0% | +20.1% | 0.085% | |
1/20/2023 | HB Wealth Management LLC | 50,743 | $0.43M | 0.0% | N/A | 0.234% | |
1/18/2023 | Mckinley Capital Management LLC Delaware | 98,423 | $0.84M | 0.1% | -5.6% | 0.454% | |
1/18/2023 | Family Asset Management LLC | 27,340 | $0.23M | 0.2% | N/A | 0.126% | |
1/11/2023 | Arkadios Wealth Advisors | 16,256 | $0.14M | 0.0% | -13.0% | 0.075% | |
11/16/2022 | Covington Capital Management | 21,220 | $0.15M | 0.0% | +7.1% | 0.098% | |
11/15/2022 | Fiduciary Group LLC | 32,000 | $0.26M | 0.0% | +10.5% | 0.148% | |
11/14/2022 | Virtus ETF Advisers LLC | 27,284 | $0.20M | 0.1% | -9.6% | 0.126% | |
11/14/2022 | Oppenheimer & Co. Inc. | 96,041 | $0.70M | 0.0% | -4.9% | 0.443% | |
11/10/2022 | Cliffwater LLC | 343,568 | $2.49M | 0.8% | +2.8% | 1.586% | |
11/9/2022 | Blair William & Co. IL | 456,281 | $3.30M | 0.0% | +3.6% | 2.106% | |
11/8/2022 | Advisors Asset Management Inc. | 164,664 | $1.19M | 0.0% | -0.9% | 0.760% | |
11/4/2022 | Schechter Investment Advisors LLC | 138,025 | $1M | 0.1% | +46.3% | 0.637% | |
11/1/2022 | MAS Advisors LLC | 21,235 | $0.15M | 0.1% | +57.3% | 0.098% | |
10/26/2022 | Truist Financial Corp | 10,313 | $75K | 0.0% | -28.9% | 0.048% | |
10/21/2022 | Arkadios Wealth Advisors | 18,678 | $0.14M | 0.0% | +12.7% | 0.086% | |
10/13/2022 | Chiron Capital Management LLC | 22,955 | $0.17M | 0.1% | +45.2% | 0.106% | |
10/7/2022 | Mackenzie Financial Corp | 65,648 | $0.48M | 0.0% | -14.5% | 0.303% | |
8/23/2022 | Captrust Financial Advisors | 12,371 | $0.11M | 0.0% | N/A | 0.057% | |
8/13/2022 | Virtu Financial LLC | 12,642 | $0.11M | 0.0% | N/A | 0.058% | |
8/12/2022 | U.S. Capital Wealth Advisors LLC | 57,480 | $0.52M | 0.0% | +4.5% | 0.265% | |
8/12/2022 | Fiduciary Group LLC | 28,950 | $0.26M | 0.0% | +28.7% | 0.134% | |
8/11/2022 | Cetera Investment Advisers | 82,225 | $0.74M | 0.0% | -22.0% | 0.380% | |
8/11/2022 | Trexquant Investment LP | 12,881 | $0.12M | 0.0% | N/A | 0.059% | |
8/11/2022 | O Dell Group LLC | 14,855 | $0.15M | 0.1% | +50.0% | 0.069% | |
8/10/2022 | Mackenzie Financial Corp | 76,760 | $0.69M | 0.0% | -37.4% | 0.354% | |
8/10/2022 | Cerity Partners LLC | 17,626 | $0.16M | 0.0% | -13.1% | 0.081% | |
8/9/2022 | Wealthspire Advisors LLC | 13,947 | $0.13M | 0.0% | N/A | 0.064% | |
8/8/2022 | Advisors Asset Management Inc. | 166,140 | $1.50M | 0.0% | -13.9% | 0.767% | |
8/3/2022 | Envestnet Asset Management Inc. | 195,466 | $1.77M | 0.0% | -20.4% | 0.902% | |