2/17/2023 | Truist Financial Corp | 307,557 | $16.34M | 0.0% | +42.9% | 0.000% | |
2/16/2023 | RFG Advisory LLC | 9,497 | $0.57M | 0.0% | N/A | 0.000% | |
2/16/2023 | One Capital Management LLC | 4,317 | $0.23M | 0.0% | N/A | 0.000% | |
2/15/2023 | CI Private Wealth LLC | 49,260 | $1.32M | 0.0% | N/A | 0.000% | |
2/15/2023 | Captrust Financial Advisors | 7,270 | $0.39M | 0.0% | N/A | 0.000% | |
2/15/2023 | Jane Street Group LLC | 23,171 | $1.23M | 0.0% | N/A | 0.000% | |
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2/15/2023 | Treynor Bancshares Inc. | 8,087 | $0.43M | 0.3% | -2.3% | 0.000% | |
2/15/2023 | Patriot Investment Management Group Inc. | 485 | $28K | 0.0% | N/A | 0.000% | |
2/15/2023 | Money Concepts Capital Corp | 614 | $33K | 0.0% | +160.2% | 0.000% | |
2/15/2023 | Mariner LLC | 42,395 | $2.25M | 0.0% | +7.2% | 0.000% | |
2/14/2023 | Susquehanna International Group LLP | 28,701 | $1.53M | 0.0% | N/A | 0.000% | |
2/14/2023 | Cetera Advisor Networks LLC | 65,060 | $3.46M | 0.0% | +18.1% | 0.000% | |
2/14/2023 | Townsquare Capital LLC | 37,591 | $2M | 0.0% | N/A | 0.000% | |
2/13/2023 | Pathstone Family Office LLC | 10,648 | $0.65M | 0.0% | N/A | 0.000% | |
2/13/2023 | First Republic Investment Management Inc. | 5,752 | $0.31M | 0.0% | -74.1% | 0.000% | |
2/13/2023 | BOKF NA | 10,170 | $0.54M | 0.0% | N/A | 0.000% | |
2/13/2023 | Tcwp LLC | 6,385 | $0.34M | 0.1% | +39.1% | 0.000% | |
2/13/2023 | Advisors Capital Management LLC | 5,670 | $0.30M | 0.0% | N/A | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 1,173 | $62K | 0.0% | -26.6% | 0.000% | |
2/13/2023 | Heritage Wealth Management LLC | 932,486 | $49.55M | 7.1% | +108.3% | 0.000% | |
2/13/2023 | Southern Wealth Management LLP | 14,244 | $0.76M | 0.3% | +12.0% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 7,920 | $0.42M | 0.0% | +42.0% | 0.000% | |
2/13/2023 | JPMorgan Chase & Co. | 23,214 | $1.23M | 0.0% | N/A | 0.000% | |
2/13/2023 | M&T Bank Corp | 59,741 | $1.33M | 0.0% | N/A | 0.000% | |
2/10/2023 | Bank of America Corp DE | 197,606 | $10.50M | 0.0% | -2.0% | 0.000% | |
2/10/2023 | Creative Planning | 15,714 | $0.84M | 0.0% | +34.2% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 43,349 | $2.30M | 0.0% | +3.9% | 0.000% | |
2/10/2023 | Blair William & Co. IL | 5,855 | $0.31M | 0.0% | -40.5% | 0.000% | |
2/9/2023 | Firestone Capital Management | 4,000 | $0.21M | 0.1% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 111,240 | $5.91M | 0.0% | +7.5% | 0.000% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 20,377 | $1.08M | 0.0% | -89.1% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 7,556 | $0.40M | 0.0% | +4.1% | 0.000% | |
2/8/2023 | Altman Advisors Inc. | 3,987 | $0.22M | 0.1% | N/A | 0.000% | |
2/8/2023 | Raymond James & Associates | 19,668 | $1.05M | 0.0% | +68.0% | 0.000% | |
2/8/2023 | UBS Group AG | 135,211 | $7.19M | 0.0% | -64.4% | 0.000% | |
2/8/2023 | Lincoln National Corp | 31,629 | $1.68M | 0.0% | -11.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 173,340 | $9.21M | 0.0% | -4.1% | 0.000% | |
2/7/2023 | Strategic Wealth Partners Group LLC | 83,654 | $4.45M | 0.9% | +16.2% | 0.000% | |
2/7/2023 | LPL Financial LLC | 74,023 | $3.93M | 0.0% | -10.7% | 0.000% | |
2/7/2023 | HF Advisory Group LLC | 11,311 | $0.60M | 0.6% | N/A | 0.000% | |
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2/7/2023 | Brio Consultants LLC | 315,174 | $16.75M | 3.3% | +4.3% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 492,361 | $26.16M | 0.0% | -23.1% | 0.000% | |
2/7/2023 | Bridgeworth LLC | 10,974 | $0.58M | 0.1% | -21.9% | 0.000% | |
2/6/2023 | Avidian Wealth Solutions LLC | 14,183 | $0.75M | 0.0% | +3.1% | 0.000% | |
2/6/2023 | Brinker Capital Investments LLC | 218,884 | $11.63M | 0.2% | +4.0% | 0.000% | |
2/3/2023 | Sepio Capital LP | 5,065 | $0.27M | 0.0% | N/A | 0.000% | |
2/2/2023 | James J. Burns & Company LLC | 15,927 | $0.85M | 0.3% | +7.5% | 0.000% | |
2/2/2023 | Congress Wealth Management LLC DE | 20,519 | $1.09M | 0.0% | -62.4% | 0.000% | |
2/2/2023 | Dfpg Investments LLC | 17,844 | $1M | 0.2% | N/A | 0.000% | |
2/1/2023 | CWM LLC | 12,923 | $0.69M | 0.0% | -8.8% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 14,312 | $0.76M | 0.0% | +8.5% | 0.000% | |
1/31/2023 | Atria Investments Inc | 19,732 | $1.05M | 0.0% | -53.8% | 0.000% | |
1/31/2023 | DT Investment Partners LLC | 3,502 | $0.19M | 0.0% | +8.7% | 0.000% | |
1/31/2023 | Flputnam Investment Management Co. | 8,613 | $0.46M | 0.0% | +9.4% | 0.000% | |
1/30/2023 | Kendall Capital Management | 105,987 | $5.63M | 2.8% | +34.5% | 0.000% | |
1/30/2023 | PFG Advisors | 4,342 | $0.23M | 0.0% | -4.0% | 0.000% | |
1/27/2023 | Advisory Resource Group | 171,084 | $9.09M | 2.7% | +10.0% | 0.000% | |
1/27/2023 | Means Investment CO. Inc. | 20,616 | $1.10M | 0.2% | -27.8% | 0.000% | |
1/27/2023 | Destiny Wealth Partners LLC | 2,307 | $0.12M | 0.0% | -97.3% | 0.000% | |
1/26/2023 | CENTRAL TRUST Co | 127,181 | $6.76M | 0.2% | +50.7% | 0.000% | |
1/26/2023 | Eagle Bay Advisors LLC | 10,085 | $0.54M | 0.3% | -61.6% | 0.000% | |
1/25/2023 | Fifth Third Bancorp | 316,219 | $16.80M | 0.1% | N/A | 0.000% | |
1/25/2023 | Mayflower Financial Advisors LLC | 6,422 | $0.34M | 0.0% | +25.5% | 0.000% | |
1/25/2023 | Whittier Trust Co. | 15,309 | $0.81M | 0.0% | +3,411.2% | 0.000% | |
1/25/2023 | Lindbrook Capital LLC | 3,345 | $0.18M | 0.0% | N/A | 0.000% | |
1/24/2023 | National Bank of Canada FI | 12,661 | $0.67M | 0.0% | +1,001.9% | 0.000% | |
1/24/2023 | WealthOne LLC | 231,424 | $12.30M | 5.0% | +2.2% | 0.000% | |
1/23/2023 | Benchmark Financial Wealth Advisors LLC | 9,880 | $0.53M | 0.3% | N/A | 0.000% | |
1/20/2023 | Strong Tower Advisory Services | 9,085 | $0.48M | 0.3% | +6.1% | 0.000% | |
1/20/2023 | Charter Oak Capital Management LLC | 25,263 | $1.34M | 0.2% | +110.3% | 0.000% | |
1/19/2023 | Procyon Advisors LLC | 7,305 | $0.39M | 0.1% | N/A | 0.000% | |
1/17/2023 | Global Wealth Strategies & Associates | 105,991 | $5.63M | 3.3% | N/A | 0.000% | |
1/17/2023 | Ronald Blue Trust Inc. | 42,832 | $2.13M | 0.0% | N/A | 0.000% | |
1/17/2023 | Armstrong Advisory Group Inc. | 89,416 | $4.75M | 0.6% | N/A | 0.000% | |
1/12/2023 | Mutual Advisors LLC | 9,639 | $0.51M | 0.0% | +105.9% | 0.000% | |
1/12/2023 | CMH Wealth Management LLC | 178,968 | $9.51M | 3.1% | N/A | 0.000% | |
1/10/2023 | Coldstream Capital Management Inc. | 838,543 | $44.56M | 1.6% | N/A | 0.000% | |
1/9/2023 | Pure Financial Advisors LLC | 4,391 | $0.23M | 0.0% | N/A | 0.000% | |
12/13/2022 | Perigon Wealth Management LLC | 11,508 | $0.57M | 0.0% | +3.3% | 0.000% | |
12/8/2022 | Bank of New York Mellon Corp | 4,785 | $0.24M | 0.0% | +7.7% | 0.000% | |
12/6/2022 | Charter Oak Capital Management LLC | 12,014 | $0.60M | 0.1% | +130.7% | 0.000% | |
11/23/2022 | Eagle Bay Advisors LLC | 26,283 | $1.31M | 0.8% | +2.1% | 0.000% | |
11/17/2022 | CENTRAL TRUST Co | 84,370 | $4.20M | 0.1% | +12.0% | 0.000% | |
11/16/2022 | Mather Group LLC. | 11,218 | $0.56M | 0.0% | N/A | 0.000% | |
11/15/2022 | Colony Group LLC | 136,084 | $6.77M | 0.1% | +546.6% | 0.000% | |
11/15/2022 | Mercer Global Advisors Inc. ADV | 186,766 | $9.29M | 0.1% | -2.7% | 0.000% | |
11/15/2022 | USAdvisors Wealth Management LLC | 17,285 | $0.86M | 0.4% | +4.2% | 0.000% | |
11/15/2022 | Little House Capital LLC | 158,120 | $7.87M | 4.2% | +5.1% | 0.000% | |
11/15/2022 | Bank of New York Mellon Corp | 4,785 | $0.24M | 0.0% | +7.7% | 0.000% | |
11/15/2022 | Citadel Advisors LLC | 37,694 | $1.88M | 0.0% | N/A | 0.000% | |
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11/15/2022 | Commonwealth Equity Services LLC | 180,704 | $8.99M | 0.0% | -20.2% | 0.000% | |
11/14/2022 | Wealthspire Advisors LLC | 211,418 | $10.52M | 0.2% | +17.9% | 0.000% | |
11/14/2022 | One Wealth Advisors LLC | 10,467 | $0.52M | 0.2% | -16.4% | 0.000% | |
11/14/2022 | Royal Bank of Canada | 51,443 | $2.56M | 0.0% | +9.5% | 0.000% | |
11/14/2022 | Heritage Wealth Management LLC | 447,564 | $22.27M | 7.2% | +4.3% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 16,455 | $0.82M | 0.0% | -27.2% | 0.000% | |
11/10/2022 | Envestnet Asset Management Inc. | 640,214 | $31.85M | 0.0% | +45.7% | 0.000% | |
11/10/2022 | Treynor Bancshares Inc. | 8,281 | $0.41M | 0.3% | +8.0% | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 15,436 | $0.77M | 0.0% | N/A | 0.000% | |
11/10/2022 | UBS Group AG | 380,125 | $18.91M | 0.0% | +623.0% | 0.000% | |