7/25/2025 | Atria Wealth Solutions Inc. | 12,637 | $255K | 0.0% | +8.6% | 0.000% | |
7/18/2025 | Truist Financial Corp | 107,338 | $2.17M | 0.0% | +1.8% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 25,164 | $507K | 0.0% | -4.7% | 0.000% | |
7/14/2025 | Capital CS Group LLC | 19,157 | $386K | 0.6% | +61.3% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 120,905 | $2.57M | 0.0% | -1.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 141,994 | $3.02M | 0.0% | +6.0% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 32,523 | $692K | 0.3% | +12.2% | 0.000% | |
5/13/2025 | Elequin Capital LP | 5,143 | $109K | 0.0% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,640 | $248K | 0.0% | -3.8% | 0.000% | |
5/7/2025 | LPL Financial LLC | 127,165 | $2.71M | 0.0% | -18.8% | 0.000% | |
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5/6/2025 | Tempus Wealth Planning LLC | 13,719 | $292K | 0.1% | N/A | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 113,307 | $2.41M | 0.1% | +225.8% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 22,175 | $472K | 0.0% | +18.7% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 593,084 | $12.63M | 0.1% | +4.1% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 106,967 | $2.30M | 0.1% | +1.7% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 35,683 | $760K | 0.0% | +13.2% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,265 | $1.50M | 0.0% | -8.5% | 0.000% | |
4/22/2025 | World Equity Group Inc. | 19,234 | $409K | 0.1% | -3.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 26,399 | $562K | 0.0% | +10.0% | 0.000% | |
4/9/2025 | Capital CS Group LLC | 11,875 | $253K | 0.4% | -61.5% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 67,845 | $1.65M | 0.1% | +11.6% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 283,527 | $6.89M | 0.0% | +3.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 42,414 | $1.03M | 0.0% | -17.2% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,990 | $462K | 0.0% | -30.2% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 10,707 | $260K | 0.0% | -42.5% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 8,900 | $216K | 0.0% | -10.1% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 340,300 | $8.27M | 0.1% | +4.6% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 18,405 | $447K | 0.0% | -5.2% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 108,378 | $2.63M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,139 | $465K | 0.0% | -54.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 950,203 | $23.10M | 0.0% | -0.1% | 0.000% | |
2/12/2025 | Arete Wealth Advisors LLC | 33,264 | $806K | 0.1% | +2.4% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 52,784 | $1.28M | 0.9% | -2.8% | 0.000% | |
2/11/2025 | LPL Financial LLC | 156,683 | $3.81M | 0.0% | -3.6% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 122,610 | $2.98M | 0.1% | -16.9% | 0.000% | |
2/10/2025 | GWN Securities Inc. | 8,481 | $208K | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 47,288 | $1.15M | 0.0% | +5.4% | 0.000% | |
2/7/2025 | Moors & Cabot Inc. | 11,032 | $268K | 0.0% | +14.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 108,378 | $2.63M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 29,267 | $711K | 0.0% | -6.6% | 0.000% | |
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2/5/2025 | Oppenheimer & Co. Inc. | 31,517 | $766K | 0.0% | +3.3% | 0.000% | |
2/4/2025 | World Equity Group Inc. | 19,950 | $485K | 0.1% | +3.7% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 27,802 | $676K | 0.0% | +7.4% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 569,456 | $13.84M | 0.1% | +2.7% | 0.000% | |
1/31/2025 | Truist Financial Corp | 113,157 | $2.75M | 0.0% | -20.3% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 34,781 | $845K | 0.0% | +47.1% | 0.000% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 14,272 | $347K | 0.1% | N/A | 0.000% | |
1/28/2025 | Gilliland Jeter Wealth Management LLC | 17,037 | $414K | 0.1% | -4.8% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 12,105 | $294K | 0.1% | -10.4% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 105,133 | $2.50M | 0.1% | -5.8% | 0.000% | |
1/17/2025 | Westside Investment Management Inc. | 1,667 | $41K | 0.0% | N/A | 0.000% | |
1/14/2025 | Quad Cities Investment Group LLC | 17,129 | $416K | 0.2% | +9.0% | 0.000% | |
1/14/2025 | Capital CS Group LLC | 30,854 | $750K | 1.0% | +7.5% | 0.000% | |
1/13/2025 | Eastern Bank | 1,915 | $47K | 0.0% | N/A | 0.000% | |
1/10/2025 | ORG Partners LLC | 1,885 | $46K | 0.0% | N/A | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,200 | $30K | 0.0% | N/A | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 32,485 | $824K | 0.1% | +2.5% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 18,632 | $473K | 0.0% | +3.3% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,535 | $268K | 0.0% | -6.5% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 19,405 | $493K | 0.0% | -10.5% | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 554,367 | $14.08M | 0.1% | +1.2% | 0.000% | |
11/12/2024 | Centaurus Financial Inc. | 5,401 | $137K | 0.0% | -17.7% | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 9,639 | $245K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 147,587 | $3.75M | 0.1% | -18.5% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 8,189 | $208K | 0.1% | -18.7% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 30,507 | $775K | 0.0% | -9.1% | 0.000% | |
10/30/2024 | World Equity Group Inc. | 19,234 | $489K | 0.2% | +11.4% | 0.000% | |
10/25/2024 | Mutual Advisors LLC | 111,553 | $2.76M | 0.1% | +1.2% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 23,639 | $600K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 113,309 | $28.78M | 0.0% | N/A | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 15,718 | $399K | 0.2% | +7.0% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 6,564 | $147K | 0.0% | -34.5% | 0.000% | |
8/21/2024 | Truist Financial Corp | 148,498 | $3.33M | 0.0% | -2.0% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,000 | $46K | 0.0% | N/A | 0.000% | |
8/8/2024 | CoreCap Advisors LLC | 61,213 | $1.37M | 0.1% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 25,832 | $580K | 0.0% | N/A | 0.000% | |
8/1/2024 | D.A. Davidson & CO. | 547,853 | $12.29M | 0.1% | +5.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 51,557 | $1.16M | 0.0% | +4.5% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 78,923 | $1.77M | 0.0% | -0.6% | 0.000% | |
7/24/2024 | Herold Advisors Inc. | 22,725 | $510K | 0.1% | +2.5% | 0.000% | |
7/19/2024 | Raymond James & Associates | 61,271 | $1.38M | 0.0% | +1.3% | 0.000% | |
7/19/2024 | World Equity Group Inc. | 17,273 | $388K | 0.1% | +4.0% | 0.000% | |
7/13/2024 | Quad Cities Investment Group LLC | 14,690 | $330K | 0.2% | +59.1% | 0.000% | |
7/13/2024 | Capital CS Group LLC | 28,521 | $640K | 0.7% | +4.1% | 0.000% | |
5/17/2024 | Comerica Bank | 6,771 | $148K | 0.0% | -37.1% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 214,278 | $4.67M | 0.1% | -15.3% | 0.000% | |
5/7/2024 | Primoris Wealth Advisors LLC | 12,950 | $282K | 0.2% | +10.7% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,289 | $551K | 0.0% | +3.0% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 49,354 | $1.08M | 0.0% | +14.8% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 79,402 | $1.73M | 0.0% | -1.6% | 0.000% | |
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4/13/2024 | Quad Cities Investment Group LLC | 9,232 | $201K | 0.1% | N/A | 0.000% | |
4/11/2024 | Capital CS Group LLC | 27,390 | $597K | 0.6% | -12.4% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 10,950 | $217K | 0.0% | -6.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 32,350 | $640K | 0.0% | +2.6% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 80,658 | $1.60M | 0.0% | -1.6% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 447,634 | $8.85M | 0.1% | +17.2% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 955,046 | $18.89M | 0.0% | -1.9% | 0.000% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 18,117 | $358K | 0.1% | N/A | 0.000% | |
2/2/2024 | Herold Advisors Inc. | 21,430 | $424K | 0.1% | +8.1% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 30,240 | $598K | 0.0% | -69.4% | 0.000% | |