4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 48,981 | $0.64M | 0.2% | +2.9% | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 53,851 | $0.70M | 0.1% | -3.6% | 0.000% | |
4/18/2024 | SteelPeak Wealth LLC | 224,380 | $2.92M | 0.1% | N/A | 0.000% | |
4/15/2024 | Investment Partners Asset Management Inc. | 35,100 | $0.46M | 0.4% | +3.9% | 0.000% | |
4/9/2024 | Stolper Co | 37,896 | $0.49M | 0.2% | +11.7% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 10,250 | $0.13M | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 10,025 | $0.12M | 0.0% | +210.9% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 10,620 | $0.13M | 0.0% | N/A | 0.000% | |
2/15/2024 | Baird Financial Group Inc. | 234,003 | $2.88M | 0.0% | +3.3% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 609,173 | $7.51M | 0.0% | -3.2% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 168,232 | $2.07M | 0.0% | +2.7% | 0.000% | |
2/14/2024 | Pathstone Holdings LLC | 790,376 | $9.74M | 0.1% | N/A | 0.000% | |
2/14/2024 | Vivaldi Capital Management LP | 138,068 | $1.75M | 0.5% | -36.1% | 0.000% | |
2/14/2024 | Nomura Holdings Inc. | 10,250 | $0.13M | 0.0% | N/A | 0.000% | |
2/13/2024 | Envestnet Asset Management Inc. | 45,451 | $0.56M | 0.0% | +6.9% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 27,319 | $0.34M | 0.0% | +88.3% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 95,185 | $1.17M | 0.0% | -29.2% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 610,498 | $7.52M | 0.6% | +8.8% | 0.000% | |
2/9/2024 | InterOcean Capital Group LLC | 32,000 | $0.39M | 0.0% | +4.9% | 0.000% | |
2/9/2024 | UBS Group AG | 180,501 | $2.22M | 0.0% | +1.9% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 10,025 | $0.12M | 0.0% | +210.9% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 36,807 | $0.46M | 0.2% | +6.4% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 263,418 | $3.35M | 0.1% | +13.8% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,290 | $0.15M | 0.0% | -28.2% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 143,483 | $1.78M | 0.7% | +39.1% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 2,715 | $33K | 0.0% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 55,856 | $0.69M | 0.1% | -13.1% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 12,173 | $0.15M | 0.1% | N/A | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 6,663 | $82K | 0.0% | N/A | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 47,389 | $0.58M | 0.0% | -11.3% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 15,706 | $0.19M | 0.0% | -11.1% | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 33,778 | $0.42M | 0.4% | N/A | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 10,405 | $0.13M | 0.0% | -16.4% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 193,498 | $2.38M | 0.0% | +994.7% | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 21,800 | $0.27M | 0.2% | -13.8% | 0.000% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 2,127 | $26K | 0.0% | -58.5% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 117,440 | $1.45M | 0.0% | +1.1% | 0.000% | |
1/16/2024 | Raymond James & Associates | 283,325 | $3.49M | 0.0% | -3.1% | 0.000% | |
1/12/2024 | Stolper Co | 33,918 | $0.42M | 0.2% | +4.7% | 0.000% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 47,589 | $0.59M | 0.2% | -3.5% | 0.000% | |
1/11/2024 | Alliance Wealth Advisors LLC | 10,950 | $0.14M | 0.1% | -18.0% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 493,132 | $6.08M | 0.2% | -6.3% | 0.000% | |
11/21/2023 | Comerica Bank | 5,989 | $71K | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 2,592,051 | $30.53M | 0.0% | -11.1% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 163,846 | $1.93M | 0.0% | -0.7% | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 167,701 | $1.98M | 0.0% | +195.8% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 565,649 | $6.66M | 0.1% | -6.0% | 0.000% | |
11/14/2023 | Lazard Asset Management LLC | 38,049 | $0.45M | 0.0% | -9.5% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 18,404 | $0.22M | 0.0% | -30.1% | 0.000% | |
11/14/2023 | Robinson Capital Management LLC | 34,599 | $0.40M | 0.2% | N/A | 0.000% | |
11/13/2023 | Mariner LLC | 14,582 | $0.17M | 0.0% | -9.3% | 0.000% | |
11/13/2023 | LPL Financial LLC | 57,331 | $0.68M | 0.0% | -13.9% | 0.000% | |
11/13/2023 | Invesco Ltd. | 470,926 | $5.55M | 0.0% | +1.5% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 42,526 | $0.50M | 0.0% | +17.4% | 0.000% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 561,184 | $6.61M | 0.6% | -8.3% | 0.000% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 12,442 | $0.15M | 0.0% | -16.1% | 0.000% | |
11/9/2023 | UBS Group AG | 177,154 | $2.09M | 0.0% | +13.4% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 17,112 | $0.20M | 0.0% | -24.7% | 0.000% | |
11/7/2023 | Aviance Capital Partners LLC | 64,293 | $0.76M | 0.2% | -9.6% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 196,573 | $2.32M | 0.0% | +20.0% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 103,160 | $1.22M | 0.6% | +144.3% | 0.000% | |
10/30/2023 | Marks Group Wealth Management Inc | 89,264 | $1.05M | 0.1% | -7.8% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 285,012 | $3.36M | 0.0% | -14.9% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 210,087 | $2.48M | 0.1% | N/A | 0.000% | |
10/25/2023 | Brown Advisory Inc. | 114,224 | $1.35M | 0.0% | -10.5% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 116,114 | $1.37M | 0.0% | +2.7% | 0.000% | |
10/24/2023 | Raymond James & Associates | 292,297 | $3.44M | 0.0% | +3.3% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 414,433 | $4.88M | 0.0% | +18.2% | 0.000% | |
10/16/2023 | Riverbridge Partners LLC | 56,853 | $0.67M | 0.0% | +15.8% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 526,162 | $6.20M | 0.2% | -3.7% | 0.000% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 5,128 | $60K | 0.0% | N/A | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 231,386 | $2.73M | 0.1% | +17.2% | 0.000% | |
10/5/2023 | AHL Investment Management Inc. | 52,405 | $0.62M | 0.5% | +2.7% | 0.000% | |
8/30/2023 | Western Wealth Management LLC | 54,193 | $0.67M | 0.1% | +11.5% | 0.000% | |
8/21/2023 | VisionPoint Advisory Group LLC | 3,581 | $44K | 0.0% | -88.7% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 233,675 | $2.90M | 0.0% | -0.6% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 252,638 | $3.14M | 0.0% | -6.0% | 0.000% | |
8/15/2023 | Lazard Asset Management LLC | 42,049 | $0.52M | 0.0% | +38.1% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 195,953 | $2.43M | 0.1% | -70.9% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 165,030 | $2.05M | 0.0% | -1.1% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 5,781 | $72K | 0.0% | -50.9% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 657,093 | $8.16M | 0.0% | -16.5% | 0.000% | |
8/14/2023 | Vivaldi Capital Management LP | 476,325 | $5.92M | 1.8% | -1.5% | 0.000% | |
8/14/2023 | Thrivent Financial for Lutherans | 240,059 | $2.98M | 0.0% | -2.8% | 0.000% | |
8/11/2023 | Baird Financial Group Inc. | 223,957 | $2.78M | 0.0% | +2.9% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 320,644 | $3.98M | 0.0% | +3.9% | 0.000% | |
8/11/2023 | JPMorgan Chase & Co. | 7,945 | $99K | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 233,675 | $2.90M | 0.0% | -0.6% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 350,619 | $4.36M | 0.0% | +13.0% | 0.000% | |
8/10/2023 | Cetera Advisors LLC | 70,745 | $0.88M | 0.0% | +5.6% | 0.000% | |
8/10/2023 | Wintrust Investments LLC | 16,309 | $0.20M | 0.0% | N/A | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 745,324 | $9.26M | 0.2% | -2.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 63,795 | $0.79M | 0.0% | +8.2% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 42,230 | $0.52M | 0.2% | -61.1% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 36,232 | $0.45M | 0.0% | -6.5% | 0.000% | |
8/4/2023 | Aviance Capital Partners LLC | 71,124 | $0.88M | 0.2% | -3.7% | 0.000% | |
8/3/2023 | Wealth Management Solutions LLC | 42,282 | $0.53M | 0.3% | -7.6% | 0.000% | |
8/3/2023 | RFG Advisory LLC | 40,152 | $0.50M | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 66,608 | $0.83M | 0.0% | -2.6% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 22,725 | $0.28M | 0.0% | -7.9% | 0.000% | |