4/11/2024 | Sebold Capital Management Inc. | 100,113 | $4.04M | 2.7% | -3.3% | 0.882% | |
4/10/2024 | Lantz Financial LLC | 18,362 | $741K | 0.2% | +8.8% | 0.162% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 43,831 | $1.55M | 0.0% | -27.5% | 0.386% | |
2/14/2024 | Kestra Advisory Services LLC | 734,691 | $25.91M | 0.2% | +1.9% | 6.473% | |
2/13/2024 | Envestnet Asset Management Inc. | 12,607 | $445K | 0.0% | -53.4% | 0.111% | |
2/12/2024 | Avestar Capital LLC | 38,477 | $1.36M | 0.2% | N/A | 0.339% | |
|
2/12/2024 | Focus Financial Network Inc. ADV | 13,254 | $478K | 0.0% | N/A | 0.117% | |
2/12/2024 | Stifel Financial Corp | 37,939 | $1.34M | 0.0% | +37.5% | 0.334% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,640 | $269K | 0.0% | -6.8% | 0.067% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 70,060 | $2.47M | 0.0% | N/A | 0.617% | |
2/9/2024 | Corient Private Wealth LLC | 10,070 | $355K | 0.0% | -2.7% | 0.089% | |
2/9/2024 | D.A. Davidson & CO. | 142,684 | $5.03M | 0.0% | -3.4% | 1.257% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 138,101 | $4.87M | 0.3% | -2.0% | 1.217% | |
2/9/2024 | UBS Group AG | 383,440 | $13.52M | 0.0% | -0.1% | 3.378% | |
2/8/2024 | Level Four Advisory Services LLC | 137,124 | $4.84M | 0.3% | +2.6% | 1.208% | |
2/8/2024 | Financial Advocates Investment Management | 9,671 | $341K | 0.0% | -38.7% | 0.085% | |
2/6/2024 | Centric Wealth Management | 11,296 | $420K | 0.1% | N/A | 0.100% | |
2/5/2024 | Beck Bode LLC | 40,887 | $1.44M | 0.3% | -2.3% | 0.360% | |
2/5/2024 | Silver Oak Securities Incorporated | 7,928 | $280K | 0.0% | N/A | 0.070% | |
2/1/2024 | Kathleen S. Wright Associates Inc. | 22,548 | $795K | 0.4% | -3.7% | 0.199% | |
1/31/2024 | J.W. Cole Advisors Inc. | 20,855 | $735K | 0.0% | +4.5% | 0.184% | |
1/31/2024 | CapWealth Advisors LLC | 40,482 | $1.43M | 0.2% | -11.5% | 0.357% | |
1/30/2024 | Lunt Capital Management Inc. | 57,317 | $2.02M | 1.0% | -37.9% | 0.505% | |
1/26/2024 | Geneos Wealth Management Inc. | 65,312 | $2.30M | 0.1% | +716.4% | 0.575% | |
1/24/2024 | Stratos Wealth Partners LTD. | 39,534 | $1.39M | 0.0% | +4.3% | 0.348% | |
1/18/2024 | Next Level Private LLC | 124,594 | $4.39M | 2.5% | +76.2% | 1.098% | |
1/18/2024 | Sebold Capital Management Inc. | 103,554 | $3.65M | 2.7% | +27.9% | 0.912% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,280 | $856K | 0.0% | +3.8% | 0.214% | |
1/16/2024 | Raymond James & Associates | 192,281 | $6.78M | 0.0% | +261.2% | 1.694% | |
1/12/2024 | Lantz Financial LLC | 16,878 | $595K | 0.2% | +7.3% | 0.149% | |
1/11/2024 | Diligent Investors LLC | 6,985 | $246K | 0.1% | -5.7% | 0.062% | |
11/21/2023 | Comerica Bank | 3,243 | $102K | 0.0% | N/A | 0.029% | |
11/16/2023 | Morgan Stanley | 2,477,142 | $78.23M | 0.0% | -2.1% | 21.825% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 60,477 | $1.91M | 0.0% | -62.7% | 0.533% | |
11/15/2023 | Toroso Investments LLC | 28,752 | $908K | 0.0% | -43.2% | 0.253% | |
11/15/2023 | Royal Bank of Canada | 22,267 | $703K | 0.0% | -9.4% | 0.196% | |
11/13/2023 | Stifel Financial Corp | 27,597 | $872K | 0.0% | +29.1% | 0.243% | |
11/13/2023 | Mariner LLC | 19,478 | $615K | 0.0% | -10.0% | 0.172% | |
11/13/2023 | LPL Financial LLC | 174,327 | $5.51M | 0.0% | -0.8% | 1.536% | |
11/13/2023 | Envestnet Asset Management Inc. | 27,066 | $855K | 0.0% | N/A | 0.238% | |
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11/13/2023 | Kestra Advisory Services LLC | 720,643 | $22.76M | 0.2% | +1.9% | 6.349% | |
11/8/2023 | D.A. Davidson & CO. | 147,754 | $4.67M | 0.1% | +2.3% | 1.302% | |
11/8/2023 | Spire Wealth Management | 2,734 | $86K | 0.0% | N/A | 0.024% | |
11/6/2023 | Diligent Investors LLC | 7,410 | $234K | 0.1% | -6.3% | 0.065% | |
11/2/2023 | Beck Bode LLC | 41,867 | $1.32M | 0.3% | -2.1% | 0.369% | |
11/1/2023 | Orion Portfolio Solutions LLC | 17,089 | $540K | 0.0% | -50.0% | 0.151% | |
10/31/2023 | Lunt Capital Management Inc. | 92,368 | $2.92M | 1.5% | +8.0% | 0.814% | |
10/24/2023 | J.W. Cole Advisors Inc. | 19,961 | $630K | 0.0% | +16.5% | 0.176% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 23,396 | $739K | 0.0% | -2.4% | 0.206% | |
10/24/2023 | Raymond James & Associates | 53,229 | $1.68M | 0.0% | -2.6% | 0.469% | |
10/23/2023 | Sebold Capital Management Inc. | 80,960 | $2.56M | 2.1% | +10.7% | 0.713% | |
10/23/2023 | Commonwealth Equity Services LLC | 125,591 | $3.97M | 0.0% | -0.6% | 1.107% | |
10/23/2023 | Kathleen S. Wright Associates Inc. | 23,417 | $740K | 0.4% | +4.6% | 0.206% | |
10/20/2023 | Lantz Financial LLC | 15,724 | $497K | 0.2% | +13.8% | 0.139% | |
10/10/2023 | Summit Investment Advisory Services LLC | 8,112 | $256K | 0.2% | +22.8% | 0.071% | |
8/21/2023 | Osaic Holdings Inc. | 15,776 | $506K | 0.0% | -6.9% | 0.139% | |
8/17/2023 | Orion Portfolio Solutions LLC | 34,178 | $1.10M | 0.0% | +100.0% | 0.301% | |
8/15/2023 | Wells Fargo & Company MN | 9,466 | $303K | 0.0% | +180.9% | 0.083% | |
8/15/2023 | Captrust Financial Advisors | 26,950 | $864K | 0.0% | -5.1% | 0.237% | |
8/15/2023 | Royal Bank of Canada | 24,590 | $788K | 0.0% | +13.5% | 0.217% | |
8/15/2023 | Rockefeller Capital Management L.P. | 36,378 | $1.17M | 0.0% | +249.1% | 0.321% | |
8/15/2023 | Stifel Financial Corp | 21,378 | $685K | 0.0% | -32.8% | 0.188% | |
8/15/2023 | Citadel Advisors LLC | 7,133 | $229K | 0.0% | -76.6% | 0.063% | |
8/11/2023 | Kestra Advisory Services LLC | 706,992 | $22.65M | 0.2% | -1.0% | 6.229% | |
8/11/2023 | D.A. Davidson & CO. | 144,404 | $4.63M | 0.0% | -0.3% | 1.272% | |
8/10/2023 | Osaic Holdings Inc. | 15,776 | $506K | 0.0% | -6.9% | 0.139% | |
8/10/2023 | Beck Bode LLC | 42,785 | $1.37M | 0.3% | +4.4% | 0.377% | |
8/10/2023 | Private Advisor Group LLC | 36,206 | $1.20M | 0.0% | -2.1% | 0.319% | |
7/31/2023 | LPL Financial LLC | 175,752 | $5.63M | 0.0% | -11.0% | 1.542% | |
7/28/2023 | Sebold Capital Management Inc. | 73,129 | $2.34M | 1.9% | -8.7% | 0.641% | |
7/27/2023 | J.W. Cole Advisors Inc. | 17,132 | $549K | 0.0% | -3.7% | 0.150% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 23,980 | $768K | 0.0% | -11.5% | 0.210% | |
7/25/2023 | Raymond James & Associates | 54,640 | $1.75M | 0.0% | -2.7% | 0.479% | |
7/18/2023 | Stratos Wealth Partners LTD. | 37,968 | $1.22M | 0.0% | +4.8% | 0.333% | |
7/14/2023 | Next Level Private LLC | 69,481 | $2.21M | 1.4% | +2.9% | 0.609% | |
7/12/2023 | Lantz Financial LLC | 13,823 | $443K | 0.2% | +29.2% | 0.121% | |
7/10/2023 | Level Four Advisory Services LLC | 201,487 | $6.46M | 0.4% | -18.2% | 1.767% | |
6/5/2023 | Level Four Advisory Services LLC | 246,458 | $7.01M | 0.5% | -12.0% | 2.162% | |
5/23/2023 | Toroso Investments LLC | 79,373 | $2.26M | 0.1% | -2.9% | 0.690% | |
5/16/2023 | Susquehanna International Group LLP | 14,672 | $417K | 0.0% | N/A | 0.128% | |
5/16/2023 | Jane Street Group LLC | 85,408 | $2.43M | 0.0% | +17.6% | 0.743% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 8,888 | $253K | 0.0% | +38.1% | 0.077% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 168,092 | $4.78M | 0.3% | +4.0% | 1.462% | |
5/12/2023 | Stifel Financial Corp | 31,816 | $905K | 0.0% | +64.7% | 0.277% | |
5/12/2023 | Bank of America Corp DE | 21,397 | $608K | 0.0% | +2.1% | 0.186% | |
5/12/2023 | UBS Group AG | 376,047 | $10.69M | 0.0% | -2.4% | 3.270% | |
5/12/2023 | NewEdge Advisors LLC | 14,825 | $421K | 0.0% | -33.2% | 0.129% | |
5/12/2023 | Sebold Capital Management Inc. | 80,079 | $2.28M | 1.8% | +9.4% | 0.696% | |
5/12/2023 | First Republic Investment Management Inc. | 36,721 | $1.04M | 0.0% | -2.1% | 0.319% | |
5/11/2023 | Financial Advocates Investment Management | 20,537 | $584K | 0.0% | -3.3% | 0.179% | |
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5/11/2023 | Commonwealth Equity Services LLC | 126,186 | $3.59M | 0.0% | +14.5% | 1.097% | |
5/10/2023 | Private Advisor Group LLC | 36,999 | $1.05M | 0.0% | N/A | 0.322% | |
5/10/2023 | LPL Financial LLC | 197,391 | $5.61M | 0.0% | -3.0% | 1.716% | |
5/8/2023 | Davis Selected Advisers | 3,332,430 | $94.74M | 0.6% | +0.1% | 28.978% | |
5/5/2023 | Andesa Financial Management Inc. | 152,620 | $2.79M | 1.4% | +119.7% | 1.327% | |
5/3/2023 | Beck Bode LLC | 40,996 | $1.17M | 0.3% | +3.4% | 0.356% | |
5/3/2023 | J.W. Cole Advisors Inc. | 17,790 | $506K | 0.0% | +7.1% | 0.155% | |
5/2/2023 | CapWealth Advisors LLC | 74,687 | $2.12M | 0.3% | -20.2% | 0.649% | |
4/27/2023 | Stratos Wealth Partners LTD. | 36,243 | $1.03M | 0.0% | -4.1% | 0.315% | |
4/25/2023 | Geneos Wealth Management Inc. | 8,000 | $227K | 0.0% | +166.7% | 0.070% | |