4/11/2024 | &PARTNERS | 10,199 | $0.16M | 0.0% | -22.7% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 1,917 | $27K | 0.0% | N/A | 0.000% | |
2/15/2024 | Comerica Bank | 16,500 | $0.24M | 0.0% | -34.0% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 344,592 | $4.93M | 0.0% | -6.9% | 0.000% | |
2/14/2024 | LM Advisors LLC | 51,485 | $0.74M | 0.1% | N/A | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 10,250 | $0.15M | 0.0% | N/A | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 56,737 | $0.81M | 0.4% | +58.7% | 0.000% | |
2/12/2024 | Stifel Financial Corp | 23,178 | $0.33M | 0.0% | -33.3% | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 56,188 | $0.80M | 0.0% | -13.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 536,525 | $7.67M | 0.0% | +39.5% | 0.000% | |
2/9/2024 | UBS Group AG | 2,935,693 | $41.98M | 0.0% | -20.6% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 44,423 | $0.64M | 0.0% | -18.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 23,123 | $0.33M | 0.0% | N/A | 0.000% | |
2/1/2024 | Corrado Advisors LLC | 176,865 | $2.53M | 2.1% | -3.2% | 0.000% | |
2/1/2024 | Element Wealth LLC | 233,414 | $3.34M | 2.1% | +1.0% | 0.000% | |
1/30/2024 | Mathes Company Inc. | 17,500 | $0.25M | 0.1% | +20.7% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 18,886 | $0.27M | 0.1% | N/A | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 82,684 | $1.18M | 0.3% | +5.2% | 0.000% | |
1/25/2024 | SOL Capital Management CO | 646,706 | $9.25M | 1.3% | -0.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,616 | $0.17M | 0.0% | N/A | 0.000% | |
11/21/2023 | Comerica Bank | 25,000 | $0.35M | 0.0% | N/A | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 824,464 | $11.44M | 0.2% | +8.4% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 370,136 | $5.14M | 0.0% | +1.2% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 43,609 | $0.61M | 0.0% | +6.3% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 78,586 | $1.09M | 0.3% | -2.3% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 34,768 | $0.48M | 0.0% | +16.6% | 0.000% | |
11/13/2023 | LPL Financial LLC | 147,104 | $2.04M | 0.0% | +7.7% | 0.000% | |
11/13/2023 | Invesco Ltd. | 22,777 | $0.32M | 0.0% | -58.3% | 0.000% | |
11/9/2023 | UBS Group AG | 3,697,544 | $51.32M | 0.0% | -0.7% | 0.000% | |
11/8/2023 | Element Wealth LLC | 231,004 | $3.21M | 2.3% | +2.5% | 0.000% | |
11/8/2023 | Journey Strategic Wealth LLC | 65,188 | $0.91M | 0.0% | -3.0% | 0.000% | |
11/6/2023 | Corrado Advisors LLC | 182,662 | $2.54M | 1.7% | +0.5% | 0.000% | |
10/27/2023 | Carmel Capital Partners LLC | 16,250 | $0.23M | 0.1% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,610 | $0.23M | 0.0% | -6.8% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 52,294 | $0.73M | 0.0% | +38.4% | 0.000% | |
10/19/2023 | SOL Capital Management CO | 648,620 | $9M | 1.4% | +5.6% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 13,300 | $0.19M | 0.0% | +17.7% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 43,649 | $0.64M | 0.0% | +7.9% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 324,092 | $4.78M | 0.0% | +2.9% | 0.000% | |
8/15/2023 | Captrust Financial Advisors | 21,515 | $0.32M | 0.0% | N/A | 0.000% | |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 21,035 | $0.31M | 0.2% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,774,709 | $26.18M | 1.3% | -2.8% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 365,710 | $5.39M | 0.0% | -31.8% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 50,185 | $0.74M | 0.0% | N/A | 0.000% | |
8/15/2023 | Stifel Financial Corp | 29,828 | $0.44M | 0.0% | +24.9% | 0.000% | |
8/15/2023 | Journey Strategic Wealth LLC | 67,188 | $0.99M | 0.0% | -9.9% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 792,500 | $11.69M | 0.0% | +46.6% | 0.000% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 10,000 | $0.15M | 0.0% | N/A | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 75,426 | $1.11M | 0.1% | +639.5% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 760,539 | $11.22M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 43,649 | $0.64M | 0.0% | +7.9% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 37,785 | $0.56M | 0.0% | +2.5% | 0.000% | |
8/10/2023 | Corrado Advisors LLC | 181,699 | $2.68M | 1.9% | +1.9% | 0.000% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 18,653 | $0.28M | 0.1% | N/A | 0.000% | |
8/7/2023 | Element Wealth LLC | 225,455 | $3.33M | 2.3% | +3.1% | 0.000% | |
8/7/2023 | Brown Brothers Harriman & Co. | 25,000 | $0.37M | 0.0% | N/A | 0.000% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 54,513 | $0.80M | 0.0% | +15.7% | 0.000% | |
8/2/2023 | Sigma Planning Corp | 21,670 | $0.32M | 0.0% | +5.3% | 0.000% | |
7/31/2023 | LPL Financial LLC | 136,546 | $2.01M | 0.0% | -3.7% | 0.000% | |
7/25/2023 | Mathes Company Inc. | 14,500 | $0.21M | 0.1% | N/A | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 11,300 | $0.17M | 0.0% | N/A | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 13,050 | $0.20M | 0.0% | N/A | 0.000% | |
5/18/2023 | JPMorgan Chase & Co. | 41,303 | $0.61M | 0.0% | N/A | 0.000% | |
5/17/2023 | Advisory Services Network LLC | 5,984 | $89K | 0.0% | +27.2% | 0.000% | |
5/12/2023 | Stifel Financial Corp | 23,877 | $0.36M | 0.0% | -3.2% | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 33,982 | $0.51M | 0.0% | N/A | 0.000% | |
5/12/2023 | Bank of America Corp DE | 258,775 | $3.84M | 0.0% | +33.5% | 0.000% | |
5/12/2023 | UBS Group AG | 4,336,524 | $64.40M | 0.0% | +195.0% | 0.000% | |
5/12/2023 | Journey Strategic Wealth LLC | 74,538 | $1.11M | 0.1% | +2.6% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 60,130 | $0.89M | 0.2% | N/A | 0.000% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 47,123 | $0.70M | 0.0% | +47.3% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 17,735 | $0.26M | 0.0% | -12.2% | 0.000% | |
5/10/2023 | LPL Financial LLC | 141,743 | $2.11M | 0.0% | +85.1% | 0.000% | |
5/8/2023 | Sigma Planning Corp | 20,570 | $0.31M | 0.0% | N/A | 0.000% | |
5/3/2023 | Element Wealth LLC | 218,634 | $3.25M | 2.4% | +1.8% | 0.000% | |
5/3/2023 | Corrado Advisors LLC | 178,253 | $2.65M | 1.8% | -9.4% | 0.000% | |
4/24/2023 | Penserra Capital Management LLC | 713,138 | $10.59M | 0.2% | +6.6% | 0.000% | |
4/19/2023 | SOL Capital Management CO | 560,485 | $8.32M | 1.4% | +14.9% | 0.000% | |
4/10/2023 | Versant Capital Management Inc | 5,000 | $74K | 0.0% | N/A | 0.000% | |
3/6/2023 | Rockefeller Capital Management L.P. | 3,968 | $58K | 0.0% | -72.7% | 0.000% | |
3/3/2023 | Crumly & Associates Inc. | 39,750 | $0.59M | 0.2% | -58.3% | 0.000% | |
2/15/2023 | Cerity Partners LLC | 50,000 | $0.74M | 0.0% | N/A | 0.000% | |
2/15/2023 | Morgan Stanley | 906,643 | $13.41M | 0.0% | -48.9% | 0.000% | |
2/14/2023 | Penserra Capital Management LLC | 669,073 | $9.90M | 0.2% | +13.3% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 116,439 | $1.72M | 0.0% | +73.2% | 0.000% | |
2/10/2023 | City of London Investment Management Co. Ltd. | 17,000 | $0.25M | 0.0% | -84.0% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 193,778 | $2.87M | 0.0% | +34.3% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 23,181 | $0.34M | 0.0% | +54.2% | 0.000% | |
2/8/2023 | UBS Group AG | 1,470,186 | $21.74M | 0.0% | +21.4% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 20,195 | $0.30M | 0.0% | +6.1% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 36,975 | $0.55M | 0.0% | +5.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 76,563 | $1.13M | 0.0% | N/A | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 31,988 | $0.47M | 0.0% | N/A | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 33,410 | $0.49M | 0.0% | +4.4% | 0.000% | |
1/24/2023 | SOL Capital Management CO | 487,890 | $7.22M | 1.3% | +60.8% | 0.000% | |