5/11/2024 | Jacobi Capital Management LLC | 13,195 | $196K | 0.0% | +9.1% | 0.000% | |
5/10/2024 | RPO LLC | 46,141 | $685K | 1.0% | -85.8% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 25,900 | $385K | 0.0% | -9.6% | 0.000% | |
5/2/2024 | Family Firm Inc. | 127,757 | $1.90M | 0.5% | -4.8% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 168,756 | $2.51M | 0.7% | -5.8% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 260,747 | $3.87M | 0.0% | -3.6% | 0.000% | |
|
4/22/2024 | PFG Investments LLC | 160,863 | $2.39M | 0.1% | N/A | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 72,453 | $1.08M | 0.1% | +44.0% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 46,835 | $696K | 0.0% | +7.3% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 7,000 | $104K | 0.1% | N/A | 0.000% | |
4/15/2024 | Elevated Capital Advisors LLC | 138,529 | $2.06M | 0.6% | +6.0% | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 14,525 | $216K | 0.2% | +6.4% | 0.000% | |
4/11/2024 | MCIA Inc | 65,752 | $956K | 0.3% | +3.0% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 89,870 | $1.34M | 0.0% | -4.7% | 0.000% | |
4/9/2024 | Mather Group LLC. | 3,689 | $51K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,460 | $187K | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 21,360 | $297K | 0.0% | N/A | 0.000% | |
2/21/2024 | Chelsea Counsel Co. | 25,200 | $350K | 0.2% | -62.5% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 40,646 | $565K | 0.2% | +152.8% | 0.000% | |
2/14/2024 | MGO One Seven LLC | 206,261 | $2.87M | 0.2% | +843.3% | 0.000% | |
2/14/2024 | Connectus Wealth LLC | 101,740 | $1.41M | 0.0% | N/A | 0.000% | |
2/13/2024 | Bard Associates Inc. | 56,920 | $791K | 0.3% | -1.4% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 29,700 | $413K | 0.0% | +20.2% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 145,524 | $2.02M | 1.4% | N/A | 0.000% | |
2/12/2024 | RPO LLC | 325,548 | $4.53M | 6.7% | +1.1% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 34,077 | $474K | 0.0% | +206.3% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,114 | $141K | 0.0% | N/A | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 11,773 | $164K | 0.0% | +9.3% | 0.000% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 12,715 | $177K | 0.1% | +18.0% | 0.000% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 10,523 | $146K | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 102,204 | $1.42M | 0.0% | +7.8% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 25,527 | $355K | 0.0% | -22.7% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 24,649 | $343K | 0.0% | -74.5% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 77,362 | $1.08M | 0.1% | -22.3% | 0.000% | |
1/30/2024 | Capital Analysts LLC | 8,834 | $123K | 0.0% | N/A | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 10,704 | $149K | 0.3% | N/A | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 179,185 | $2.49M | 0.6% | +6.8% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 11,220 | $156K | 0.0% | -73.5% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 4,635 | $64K | 0.0% | -14.7% | 0.000% | |
1/24/2024 | Sowell Financial Services LLC | 125,129 | $1.74M | 0.1% | +6.4% | 0.000% | |
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1/24/2024 | International Assets Investment Management LLC | 198,265 | $2.76M | 0.0% | +869.6% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 7,100 | $99K | 0.0% | -10.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 26,435 | $367K | 0.0% | -10.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 145,754 | $2.03M | 0.0% | +592.5% | 0.000% | |
1/11/2024 | Whitener Capital Management Inc. | 17,480 | $243K | 0.1% | +55.5% | 0.000% | |
1/9/2024 | Sage Capital Advisors llc | 21,564 | $300K | 0.1% | -8.6% | 0.000% | |
1/9/2024 | Elevated Capital Advisors LLC | 130,686 | $1.82M | 0.6% | +1.4% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 258,356 | $3.35M | 0.1% | +132.7% | 0.000% | |
11/15/2023 | Lido Advisors LLC | 30,000 | $389K | 0.0% | N/A | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 24,700 | $320K | 0.0% | N/A | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 268,791 | $3.49M | 0.2% | N/A | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 167,822 | $2.18M | 0.5% | +30.7% | 0.000% | |
11/13/2023 | MCIA Inc | 63,626 | $838K | 0.3% | -1.9% | 0.000% | |
11/13/2023 | Invesco Ltd. | 621,450 | $8.06M | 0.0% | +29.7% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 96,739 | $1.26M | 0.0% | +159.7% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 22,200 | $288K | 0.0% | -3.5% | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 41,877 | $543K | 0.2% | -11.0% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 33,752 | $437K | 0.0% | -5.6% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 33,013 | $428K | 0.0% | +13.4% | 0.000% | |
11/8/2023 | Sowell Financial Services LLC | 117,556 | $1.53M | 0.1% | +0.7% | 0.000% | |
11/8/2023 | Western Wealth Management LLC | 99,572 | $1.29M | 0.1% | -3.5% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 15,624 | $203K | 0.0% | +23.0% | 0.000% | |
11/6/2023 | RPO LLC | 322,048 | $4.18M | 4.7% | N/A | 0.000% | |
11/3/2023 | MGO One Seven LLC | 21,867 | $284K | 0.0% | N/A | 0.000% | |
11/2/2023 | Whitener Capital Management Inc. | 11,240 | $146K | 0.1% | N/A | 0.000% | |
11/1/2023 | Csenge Advisory Group | 222,507 | $2.89M | 0.2% | +1.0% | 0.000% | |
10/31/2023 | Allworth Financial LP | 2,827 | $37K | 0.0% | -36.1% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 32,138 | $417K | 0.0% | +55.5% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 81,353 | $1.06M | 0.0% | N/A | 0.000% | |
10/25/2023 | Fortune Financial Advisors LLC | 10,024 | $130K | 0.1% | N/A | 0.000% | |
10/25/2023 | Arlington Capital Management Inc. | 35,387 | $459K | 0.5% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 29,543 | $383K | 0.0% | +6.7% | 0.000% | |
10/24/2023 | Raymond James & Associates | 21,048 | $273K | 0.0% | +26.3% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 37,689 | $489K | 0.0% | -13.5% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 302,940 | $3.93M | 0.0% | -4.8% | 0.000% | |
10/20/2023 | Family Firm Inc. | 135,944 | $1.76M | 0.5% | -3.6% | 0.000% | |
10/17/2023 | Elevated Capital Advisors LLC | 128,891 | $1.67M | 0.6% | +1.4% | 0.000% | |
10/12/2023 | Sage Capital Advisors llc | 23,598 | $306K | 0.1% | +6.1% | 0.000% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 16,130 | $209K | 0.0% | +8.4% | 0.000% | |
10/11/2023 | Integrated Capital Management Inc. | 13,989 | $181K | 0.2% | N/A | 0.000% | |
8/30/2023 | Western Wealth Management LLC | 103,157 | $1.42M | 0.1% | +2.3% | 0.000% | |
8/18/2023 | Elevated Capital Advisors LLC | 127,148 | $1.75M | 0.6% | -23.7% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 298,190 | $4.10M | 0.0% | +12.0% | 0.000% | |
8/14/2023 | Mangrove Partners | 509,000 | $6.99M | 0.5% | N/A | 0.000% | |
8/14/2023 | Cerity Partners LLC | 145,862 | $2.00M | 0.0% | -26.7% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 111,040 | $1.53M | 0.0% | +6.6% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 318,125 | $4.37M | 0.0% | -5.8% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 128,803 | $1.77M | 0.0% | +12.9% | 0.000% | |
8/8/2023 | Jacobi Capital Management LLC | 12,095 | $166K | 0.0% | +11.9% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 12,698 | $174K | 0.0% | +6.4% | 0.000% | |
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8/7/2023 | Wolverine Asset Management LLC | 37,251 | $512K | 0.0% | +11.6% | 0.000% | |
8/3/2023 | Atomi Financial Group Inc. | 47,033 | $646K | 0.3% | -4.8% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 29,114 | $400K | 0.0% | -29.0% | 0.000% | |
8/1/2023 | Truist Financial Corp | 92,373 | $1.27M | 0.0% | -18.4% | 0.000% | |
7/31/2023 | LPL Financial LLC | 229,173 | $3.15M | 0.0% | +13.9% | 0.000% | |
7/26/2023 | MCIA Inc | 64,839 | $886K | 0.3% | +7.6% | 0.000% | |
7/25/2023 | Raymond James & Associates | 16,668 | $229K | 0.0% | -30.5% | 0.000% | |
7/21/2023 | Creative Planning | 11,742 | $161K | 0.0% | -29.3% | 0.000% | |
7/20/2023 | International Assets Investment Management LLC | 20,545 | $276K | 0.0% | N/A | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 14,928 | $205K | 0.0% | -6.3% | 0.000% | |