5/16/2024 | B. Riley Wealth Advisors Inc. | 10,973 | $132K | 0.0% | N/A | 0.000% | |
5/10/2024 | First Foundation Advisors | 53,424 | $704K | 0.0% | -24.5% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 21,890 | $288K | 0.0% | -3.6% | 0.000% | |
5/7/2024 | Tectonic Advisors LLC | 28,858 | $380K | 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 | $273K | 0.0% | N/A | 0.000% | |
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5/3/2024 | Whittier Trust Co. | 12,000 | $158K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 15,077 | $199K | 0.0% | -11.9% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 55,052 | $725K | 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 | $537K | 0.0% | +2.3% | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 10,595 | $140K | 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 | $691K | 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 | $585K | 0.1% | +14.0% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 37,858 | $499K | 0.1% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,250 | $138K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 15,516 | $190K | 0.0% | -33.4% | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 69,352 | $849K | 0.4% | -5.3% | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 42,752 | $523K | 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 | $625K | 0.4% | N/A | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 16,000 | $196K | 0.0% | -55.9% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 45,790 | $560K | 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 | $578K | 0.0% | -20.2% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 19,850 | $246K | 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 | $360K | 0.0% | +17.7% | 0.000% | |
2/2/2024 | Bank of New Hampshire | 2,945 | $36K | 0.0% | -33.7% | 0.000% | |
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2/2/2024 | Atria Wealth Solutions Inc. | 61,025 | $750K | 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 | $147K | 0.0% | -36.6% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 12,056 | $148K | 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 | $372K | 0.0% | -4.7% | 0.000% | |
1/26/2024 | WESPAC Advisors LLC | 14,419 | $176K | 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 | $375K | 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 | $375K | 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 | $131K | 0.0% | N/A | 0.000% | |
1/18/2024 | Parisi Gray Wealth Management | 31,921 | $391K | 0.2% | +6.7% | 0.000% | |
1/17/2024 | Tectonic Advisors LLC | 28,017 | $343K | 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 | $127K | 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 | $132K | 0.0% | N/A | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 12,067 | $143K | 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 | $331K | 0.0% | +9.5% | 0.000% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 25,000 | $326K | 0.0% | N/A | 0.000% | |
8/14/2023 | First Foundation Advisors | 27,055 | $353K | 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 | $294K | 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 | $755K | 0.0% | +40.0% | 0.000% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 21,411 | $280K | 0.1% | N/A | 0.000% | |
8/8/2023 | Biechele Royce Advisors | 16,460 | $215K | 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 | $326K | 0.0% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 84,046 | $1.11M | 0.5% | -0.9% | 0.000% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 146,245 | $1.91M | 0.1% | +17.7% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 67,205 | $886K | 0.0% | -7.2% | 0.000% | |
8/3/2023 | PFG Investments LLC | 59,739 | $780K | 0.1% | +6.1% | 0.000% | |
8/3/2023 | Samalin Investment Counsel LLC | 28,174 | $368K | 0.2% | +43.5% | 0.000% | |
8/3/2023 | Scotia Capital Inc. | 274,938 | $3.59M | 0.0% | -7.6% | 0.000% | |
8/2/2023 | Stockman Wealth Management Inc. | 26,614 | $348K | 0.1% | -56.2% | 0.000% | |
8/2/2023 | Perigon Wealth Management LLC | 28,479 | $372K | 0.0% | +5.2% | 0.000% | |
8/1/2023 | Truist Financial Corp | 90,483 | $1.18M | 0.0% | +754.1% | 0.000% | |
7/31/2023 | LPL Financial LLC | 102,551 | $1.34M | 0.0% | +34.9% | 0.000% | |
7/31/2023 | Americana Partners LLC | 53,043 | $693K | 0.1% | +108.3% | 0.000% | |
7/28/2023 | WESPAC Advisors LLC | 58,149 | $759K | 0.6% | +21.1% | 0.000% | |
7/27/2023 | J.W. Cole Advisors Inc. | 45,437 | $593K | 0.0% | +3.0% | 0.000% | |
7/27/2023 | ACT Advisors LLC. | 27,458 | $359K | 0.2% | +3.0% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 47,042 | $614K | 0.0% | -18.7% | 0.000% | |
7/26/2023 | Riverbridge Partners LLC | 54,557 | $713K | 0.0% | -7.1% | 0.000% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 125,358 | $1.64M | 0.0% | +29.4% | 0.000% | |
7/25/2023 | Raymond James & Associates | 26,179 | $342K | 0.0% | +38.4% | 0.000% | |
7/20/2023 | Cornerstone Advisory LLC | 82,849 | $1.08M | 0.2% | N/A | 0.000% | |
7/14/2023 | Parisi Gray Wealth Management | 30,149 | $374K | 0.2% | +197.1% | 0.000% | |
7/14/2023 | Tectonic Advisors LLC | 26,603 | $347K | 0.0% | +33.0% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 61,843 | $808K | 0.0% | +4.3% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 144,332 | $1.89M | 0.1% | +50.5% | 0.000% | |
5/16/2023 | Family Management Corp | 106,529 | $1.32M | 0.3% | -26.4% | 0.000% | |
5/12/2023 | Journey Strategic Wealth LLC | 23,120 | $287K | 0.0% | +22.3% | 0.000% | |
5/12/2023 | Palogic Value Management L.P. | 81,018 | $1.01M | 0.5% | +6.2% | 0.000% | |