10/1/2024 | Park National Corp OH | 12,324 | $0.17M | 0.0% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 68,779 | $0.89M | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 15,933 | $0.21M | 0.0% | -21.2% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 24,286 | $0.33M | 0.0% | +121.3% | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 26,026 | $0.35M | 0.0% | -41.4% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 15,589 | $0.21M | 0.0% | +20.0% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 51,206 | $0.68M | 0.0% | +25.7% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 75,474 | $1M | 0.0% | +4.5% | 0.000% | |
8/7/2024 | PFG Investments LLC | 32,104 | $0.43M | 0.0% | -85.2% | 0.000% | |
8/6/2024 | First Foundation Advisors | 36,162 | $0.48M | 0.0% | -32.3% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 84,949 | $1.13M | 0.0% | +54.3% | 0.000% | |
8/3/2024 | Nottingham Advisors Inc. | 21,269 | $0.28M | 0.0% | N/A | 0.000% | |
8/2/2024 | Belpointe Asset Management LLC | 121,971 | $1.62M | 0.1% | +4.4% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 182,446 | $2.43M | 0.6% | -3.6% | 0.000% | |
7/31/2024 | Biechele Royce Advisors | 15,400 | $0.21M | 0.1% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 603,826 | $8.03M | 0.0% | +7.9% | 0.000% | |
7/31/2024 | Americana Partners LLC | 85,114 | $1.13M | 0.1% | -14.0% | 0.000% | |
7/30/2024 | WESPAC Advisors LLC | 10,683 | $0.14M | 0.1% | -24.7% | 0.000% | |
7/26/2024 | BCR Wealth Strategies LLC | 24,230 | $0.32M | 0.2% | N/A | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 105,492 | $1.40M | 0.0% | -7.3% | 0.000% | |
7/23/2024 | SOL Capital Management CO | 1,169,225 | $15.54M | 1.9% | +16.5% | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 29,970 | $0.40M | 0.3% | -3.7% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 16,490 | $0.22M | 0.0% | -7.1% | 0.000% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 116,955 | $1.55M | 0.1% | -10.0% | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 17,719 | $0.24M | 0.0% | -53.2% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 10,973 | $0.13M | 0.0% | N/A | 0.000% | |
5/10/2024 | First Foundation Advisors | 53,424 | $0.70M | 0.0% | -24.5% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 21,890 | $0.29M | 0.0% | -3.6% | 0.000% | |
5/7/2024 | Tectonic Advisors LLC | 28,858 | $0.38M | 0.0% | +3.0% | 0.000% | |
5/6/2024 | HBC Financial Services PLLC | 4,000 | $52K | 0.0% | N/A | 0.000% | |
5/4/2024 | Csenge Advisory Group | 20,720 | $0.27M | 0.0% | N/A | 0.000% | |
5/3/2024 | Whittier Trust Co. | 12,000 | $0.16M | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 15,077 | $0.20M | 0.0% | -11.9% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 55,052 | $0.73M | 0.0% | +16.6% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 189,279 | $2.49M | 0.7% | -0.8% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 40,737 | $0.54M | 0.0% | +2.3% | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 10,595 | $0.14M | 0.0% | -65.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 559,784 | $7.37M | 0.0% | -16.6% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 52,469 | $0.69M | 0.0% | +4.9% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 4,000 | $53K | 0.0% | +300.0% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 113,858 | $1.50M | 0.0% | +16.1% | 0.000% | |
4/24/2024 | Leavell Investment Management Inc. | 94,707 | $1.26M | 0.1% | +7.1% | 0.000% | |
4/24/2024 | SOL Capital Management CO | 1,003,865 | $13.22M | 1.7% | +15.7% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 235,545 | $3.10M | 0.0% | +2.4% | 0.000% | |
4/22/2024 | PFG Investments LLC | 217,109 | $2.86M | 0.2% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 44,442 | $0.59M | 0.1% | +14.0% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 37,858 | $0.50M | 0.1% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,250 | $0.14M | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 15,516 | $0.19M | 0.0% | -33.4% | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 69,352 | $0.85M | 0.4% | -5.3% | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 42,752 | $0.52M | 0.0% | +40.9% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 447,509 | $5.48M | 0.9% | +66.4% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 104,199 | $1.28M | 0.6% | +28.3% | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 116,450 | $1.43M | 0.0% | -35.9% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 51,085 | $0.63M | 0.4% | N/A | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 16,000 | $0.20M | 0.0% | -55.9% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 45,790 | $0.56M | 0.0% | +91.1% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,759,635 | $21.54M | 0.0% | +6.2% | 0.000% | |
2/9/2024 | UBS Group AG | 1,907,751 | $23.35M | 0.0% | +13.9% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 316,056 | $3.88M | 1.6% | +174.5% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 47,228 | $0.58M | 0.0% | -20.2% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 19,850 | $0.25M | 0.0% | -9.9% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 135,845 | $1.66M | 0.1% | -7.1% | 0.000% | |
2/2/2024 | Truist Financial Corp | 29,405 | $0.36M | 0.0% | +17.7% | 0.000% | |
2/2/2024 | Bank of New Hampshire | 2,945 | $36K | 0.0% | -33.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 61,025 | $0.75M | 0.0% | -3.1% | 0.000% | |
2/1/2024 | Element Wealth LLC | 262,647 | $3.22M | 2.0% | -1.0% | 0.000% | |
2/1/2024 | Stockman Wealth Management Inc. | 11,990 | $0.15M | 0.0% | -36.6% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 12,056 | $0.15M | 0.3% | N/A | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 190,876 | $2.34M | 0.5% | +1.0% | 0.000% | |
1/29/2024 | Perigon Wealth Management LLC | 30,381 | $0.37M | 0.0% | -4.7% | 0.000% | |
1/26/2024 | WESPAC Advisors LLC | 14,419 | $0.18M | 0.1% | -5.4% | 0.000% | |
1/25/2024 | SOL Capital Management CO | 867,690 | $10.62M | 1.4% | -18.1% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 30,600 | $0.38M | 0.0% | +1,124.0% | 0.000% | |
1/25/2024 | Americana Partners LLC | 98,534 | $1.20M | 0.1% | +0.9% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 30,600 | $0.38M | 0.0% | +1,124.0% | 0.000% | |
1/23/2024 | Leavell Investment Management Inc. | 88,457 | $1.10M | 0.1% | -28.6% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 10,690 | $0.13M | 0.0% | N/A | 0.000% | |
1/18/2024 | Parisi Gray Wealth Management | 31,921 | $0.39M | 0.2% | +6.7% | 0.000% | |
1/17/2024 | Tectonic Advisors LLC | 28,017 | $0.34M | 0.0% | +3.2% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 229,974 | $2.82M | 0.0% | +42.1% | 0.000% | |
1/11/2024 | Single Point Partners LLC | 10,405 | $0.13M | 0.0% | -36.6% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 231,244 | $2.83M | 0.1% | +13.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 10,973 | $0.13M | 0.0% | N/A | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 12,067 | $0.14M | 0.0% | -12.2% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,963,372 | $25.64M | 1.3% | -26.0% | 0.000% | |
8/15/2023 | Journey Strategic Wealth LLC | 25,317 | $0.33M | 0.0% | +9.5% | 0.000% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 25,000 | $0.33M | 0.0% | N/A | 0.000% | |
8/14/2023 | First Foundation Advisors | 27,055 | $0.35M | 0.0% | -56.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 343,366 | $4.48M | 0.0% | +19.2% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 22,541 | $0.29M | 0.0% | +95.3% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 895,855 | $11.70M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 208,306 | $2.72M | 0.0% | +34.9% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 486,280 | $6.35M | 0.0% | +1.1% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 57,750 | $0.76M | 0.0% | +40.0% | 0.000% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 21,411 | $0.28M | 0.1% | N/A | 0.000% | |
8/8/2023 | Biechele Royce Advisors | 16,460 | $0.22M | 0.1% | N/A | 0.000% | |
8/7/2023 | Element Wealth LLC | 259,414 | $3.39M | 2.4% | +5.8% | 0.000% | |
8/7/2023 | Brown Brothers Harriman & Co. | 25,000 | $0.33M | 0.0% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 84,046 | $1.11M | 0.5% | -0.9% | 0.000% | |