3/15/2024 | B. Riley Wealth Advisors Inc. | 93,255 | $3.23M | 0.1% | +2.3% | 0.059% | |
3/6/2024 | Willner & Heller LLC | 12,965 | $0.45M | 0.5% | N/A | 0.008% | |
3/4/2024 | Congress Asset Management Co. MA | 81,326 | $2.80M | 0.0% | -14.1% | 0.052% | |
3/1/2024 | Creekmur Asset Management LLC | 1,775 | $61K | 0.0% | N/A | 0.001% | |
3/1/2024 | Goldman Sachs Group Inc. | 32,355 | $1.12M | 0.0% | +13.5% | 0.021% | |
2/26/2024 | Centaurus Financial Inc. | 127,873 | $4.41M | 0.3% | +577.7% | 0.082% | |
|
2/21/2024 | Austin Wealth Management LLC | 98,464 | $3.58M | 1.0% | -2.3% | 0.063% | |
2/16/2024 | Harbour Investments Inc. | 73,703 | $2.54M | 0.1% | +18.6% | 0.047% | |
2/15/2024 | GTS Securities LLC | 5,877 | $0.20M | 0.0% | N/A | 0.004% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 24,303 | $0.84M | 0.0% | -2.1% | 0.016% | |
2/15/2024 | Townsquare Capital LLC | 6,166 | $0.21M | 0.0% | N/A | 0.004% | |
2/15/2024 | Baker Avenue Asset Management LP | 64,634 | $2.23M | 0.1% | -4.0% | 0.041% | |
2/15/2024 | Baird Financial Group Inc. | 51,743 | $1.78M | 0.0% | -7.9% | 0.033% | |
2/14/2024 | Royal Bank of Canada | 1,109,760 | $38.24M | 0.0% | +3.9% | 0.708% | |
2/14/2024 | Kestra Advisory Services LLC | 322,626 | $11.12M | 0.1% | +317.3% | 0.206% | |
2/14/2024 | Creative Planning | 34,400 | $1.19M | 0.0% | +11.2% | 0.022% | |
2/14/2024 | Chicago Wealth Management Inc. | 165,140 | $5.69M | 3.9% | +6.1% | 0.105% | |
2/14/2024 | Barometer Capital Management Inc. | 24,300 | $0.84M | 0.3% | -26.0% | 0.016% | |
2/14/2024 | Jacobi Capital Management LLC | 8,346 | $0.29M | 0.0% | -3.5% | 0.005% | |
2/14/2024 | BOKF NA | 3,425 | $0.12M | 0.0% | N/A | 0.002% | |
2/14/2024 | MGO One Seven LLC | 30,840 | $1.06M | 0.1% | +152.7% | 0.020% | |
2/14/2024 | Cresset Asset Management LLC | 8,767 | $0.30M | 0.0% | -49.1% | 0.006% | |
2/14/2024 | Stamos Capital Partners L.P. | 18,880 | $0.65M | 0.2% | -44.4% | 0.012% | |
2/14/2024 | Schroder Investment Management Group | 509,278 | $17.55M | 0.0% | +3.4% | 0.325% | |
2/14/2024 | Prudential PLC | 310,060 | $10.69M | 0.1% | -4.2% | 0.198% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,034,614 | $35.65M | 0.0% | +6.3% | 0.660% | |
2/13/2024 | Stephens Inc. AR | 13,433 | $0.46M | 0.0% | +7.8% | 0.009% | |
2/13/2024 | Northern Trust Corp | 47,483 | $1.64M | 0.0% | +7.8% | 0.030% | |
2/13/2024 | Cetera Advisor Networks LLC | 356,534 | $12.29M | 0.1% | +13.8% | 0.227% | |
2/13/2024 | Oppenheimer & Co. Inc. | 85,015 | $2.93M | 0.1% | +9.8% | 0.054% | |
2/13/2024 | Trademark Financial Management LLC | 21,261 | $0.73M | 0.5% | N/A | 0.014% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,635 | $56K | 0.0% | -86.3% | 0.001% | |
2/13/2024 | 360 Financial Inc. | 301,267 | $10.38M | 4.6% | -5.0% | 0.192% | |
2/13/2024 | Goldman Sachs Group Inc. | 32,355 | $1.12M | 0.0% | +13.5% | 0.021% | |
2/13/2024 | CIBC Private Wealth Group LLC | 2,679,566 | $92.34M | 0.2% | +15.7% | 1.709% | |
2/13/2024 | Laurel Wealth Advisors LLC | 53,148 | $1.83M | 0.3% | +0.9% | 0.034% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 23,279 | $0.80M | 0.4% | -3.0% | 0.015% | |
2/13/2024 | Stevard LLC | 15,885 | $0.55M | 0.5% | N/A | 0.010% | |
2/13/2024 | Bard Associates Inc. | 20,395 | $0.71M | 0.3% | -8.9% | 0.013% | |
2/13/2024 | Ratio Wealth Group | 126,951 | $4.38M | 0.9% | N/A | 0.081% | |
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2/12/2024 | Bank of Nova Scotia | 56,150 | $1.93M | 0.0% | -1.6% | 0.036% | |
2/12/2024 | Evoke Wealth LLC | 45,115 | $1.56M | 0.0% | +1.3% | 0.029% | |
2/12/2024 | Laidlaw Wealth Management LLC | 17,268 | $0.60M | 0.2% | -2.3% | 0.011% | |
2/12/2024 | Journey Advisory Group LLC | 14,294 | $0.49M | 0.1% | -2.0% | 0.009% | |
2/12/2024 | Focus Financial Network Inc. ADV | 55,943 | $1.94M | 0.1% | N/A | 0.036% | |
2/12/2024 | Stifel Financial Corp | 250,500 | $8.63M | 0.0% | +9.4% | 0.160% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 121,500 | $4.19M | 0.1% | +18.0% | 0.078% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 7,338 | $0.25M | 0.0% | -33.3% | 0.005% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 46,505 | $1.60M | 0.1% | +2.6% | 0.030% | |
2/9/2024 | Congress Wealth Management LLC DE | 2,956,322 | $101.88M | 1.9% | +18.6% | 1.886% | |
2/9/2024 | Advisory Services Network LLC | 6,445 | $0.22M | 0.0% | -35.5% | 0.004% | |
2/9/2024 | Orion Portfolio Solutions LLC | 35,430 | $1.20M | 0.0% | +70.6% | 0.023% | |
2/9/2024 | US Bancorp DE | 7,078 | $0.24M | 0.0% | +5.5% | 0.005% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 230,916 | $7.96M | 0.0% | +7.9% | 0.147% | |
2/9/2024 | EverSource Wealth Advisors LLC | 14,558 | $0.50M | 0.0% | -10.3% | 0.009% | |
2/9/2024 | CreativeOne Wealth LLC | 83,370 | $2.87M | 0.2% | -2.5% | 0.053% | |
2/9/2024 | Corient Private Wealth LLC | 9,322 | $0.32M | 0.0% | -11.9% | 0.006% | |
2/9/2024 | D.A. Davidson & CO. | 17,162 | $0.59M | 0.0% | -13.7% | 0.011% | |
2/9/2024 | Wells Fargo & Company MN | 2,104,458 | $72.52M | 0.0% | +11.0% | 1.342% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 6,209 | $0.21M | 0.0% | -97.4% | 0.004% | |
2/9/2024 | UBS Group AG | 1,440,819 | $49.65M | 0.0% | +11.9% | 0.919% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,637 | $0.26M | 0.0% | +38.2% | 0.005% | |
2/8/2024 | Royal Harbor Partners LLC | 201,345 | $6.94M | 3.2% | N/A | 0.128% | |
2/8/2024 | Financial Advocates Investment Management | 201,382 | $6.94M | 0.4% | +6.3% | 0.128% | |
2/8/2024 | WT Wealth Management | 58,761 | $2.03M | 0.8% | -35.3% | 0.037% | |
2/8/2024 | First Heartland Consultants Inc. | 7,498 | $0.26M | 0.0% | -8.8% | 0.005% | |
2/8/2024 | Kingsview Wealth Management LLC | 71,079 | $2.45M | 0.1% | -35.3% | 0.045% | |
2/8/2024 | Meridian Wealth Management LLC | 68,651 | $2.37M | 0.2% | +9.5% | 0.044% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,515 | $0.23M | 0.0% | -23.1% | 0.004% | |
2/8/2024 | Ameraudi Asset Management Inc. | 263,631 | $9.09M | 4.0% | -3.4% | 0.168% | |
2/8/2024 | Barings LLC | 28,426 | $0.98M | 0.0% | +102.9% | 0.018% | |
2/8/2024 | Wade G W & Inc. | 50,319 | $1.73M | 0.1% | +2.6% | 0.032% | |
2/8/2024 | Foundations Investment Advisors LLC | 27,355 | $0.96M | 0.0% | N/A | 0.017% | |
2/8/2024 | Janney Montgomery Scott LLC | 111,126 | $3.83M | 0.0% | +1.3% | 0.071% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 35,577 | $1.23M | 0.0% | -6.1% | 0.023% | |
2/8/2024 | First United Bank & Trust | 1,565 | $54K | 0.0% | N/A | 0.001% | |
2/7/2024 | Avantax Advisory Services Inc. | 57,658 | $1.99M | 0.0% | +87.6% | 0.037% | |
2/7/2024 | One Capital Management LLC | 7,562 | $0.26M | 0.0% | -26.6% | 0.005% | |
2/7/2024 | NBC Securities Inc. | 17,819 | $0.61M | 0.1% | +11.4% | 0.011% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 34,024 | $1.17M | 0.1% | -6.3% | 0.022% | |
2/7/2024 | Pecaut & CO. | 186,186 | $6.42M | 2.6% | +2.6% | 0.119% | |
2/7/2024 | Endowment Wealth Management Inc. | 9,194 | $0.32M | 0.3% | N/A | 0.006% | |
2/7/2024 | Principal Securities Inc. | 23,110 | $0.80M | 0.0% | N/A | 0.015% | |
2/7/2024 | Montag A & Associates Inc. | 129,071 | $4.47M | 0.2% | -10.5% | 0.082% | |
2/6/2024 | Peddock Capital Advisors LLC | 82,969 | $2.86M | 0.9% | +2.2% | 0.053% | |
2/6/2024 | Apollon Wealth Management LLC | 11,188 | $0.39M | 0.0% | -33.9% | 0.007% | |
2/6/2024 | Lincoln National Corp | 18,857 | $0.65M | 0.0% | -2.5% | 0.012% | |
2/6/2024 | Private Advisor Group LLC | 351,190 | $12.10M | 0.1% | +1.1% | 0.224% | |
2/6/2024 | Spire Wealth Management | 11,616 | $0.39M | 0.0% | -10.7% | 0.007% | |
2/6/2024 | NTV Asset Management LLC | 126,087 | $4.35M | 0.7% | +5.4% | 0.080% | |
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2/6/2024 | Avidian Wealth Solutions LLC | 12,090 | $0.42M | 0.0% | +12.2% | 0.008% | |
2/6/2024 | National Bank of Canada FI | 333,965 | $11.39M | 0.0% | -0.9% | 0.213% | |
2/6/2024 | Axxcess Wealth Management LLC | 45,228 | $1.56M | 0.0% | +1.6% | 0.029% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,041,895 | $35.90M | 0.1% | +6.0% | 0.665% | |
2/6/2024 | Seaview Investment Managers LLC | 68,245 | $2.35M | 0.8% | -12.2% | 0.044% | |
2/6/2024 | Great Valley Advisor Group Inc. | 432,847 | $14.92M | 0.5% | +1.7% | 0.276% | |
2/6/2024 | Y.D. More Investments Ltd | 20,544 | $0.71M | 0.1% | -41.7% | 0.013% | |
2/6/2024 | Concord Wealth Partners | 3,628 | $0.13M | 0.0% | -20.7% | 0.002% | |
2/6/2024 | Essex Financial Services Inc. | 25,935 | $0.89M | 0.1% | +29.3% | 0.017% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 76,808 | $2.65M | 0.8% | +111.4% | 0.049% | |