3/8/2024 | ICA Group Wealth Management LLC | 124,382 | $1.43M | 0.3% | +10.4% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 2,382 | $27K | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 14,010 | $0.16M | 0.0% | N/A | 0.000% | |
2/14/2024 | Royal Bank of Canada | 608,637 | $6.98M | 0.0% | +8.3% | 0.000% | |
2/14/2024 | Kestra Advisory Services LLC | 50,736 | $0.58M | 0.0% | +131.0% | 0.000% | |
2/14/2024 | RMB Capital Management LLC | 58,355 | $0.67M | 0.0% | -13.2% | 0.000% | |
|
2/14/2024 | Connectus Wealth LLC | 31,960 | $0.37M | 0.0% | +5.4% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 34,903 | $0.40M | 0.0% | -4.8% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,183 | $48K | 0.0% | +74.7% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,864 | $0.80M | 0.0% | -1.6% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 10,833 | $0.12M | 0.0% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 13,465 | $0.15M | 0.0% | +17.4% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 505,779 | $5.80M | 0.0% | +1.0% | 0.000% | |
2/9/2024 | UBS Group AG | 192,852 | $2.21M | 0.0% | -2.8% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 9,816 | $0.11M | 0.0% | -75.3% | 0.000% | |
2/8/2024 | Clarity Capital Advisors LLC | 12,581 | $0.14M | 0.1% | N/A | 0.000% | |
2/8/2024 | Meridian Wealth Management LLC | 22,880 | $0.26M | 0.0% | +4.0% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 17,264 | $0.20M | 0.0% | -27.6% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 183,337 | $2.10M | 0.0% | -2.0% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,649 | $0.15M | 0.0% | +11.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 4,406 | $51K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 90,069 | $1.03M | 0.0% | +8.0% | 0.000% | |
2/6/2024 | Spire Wealth Management | 20,172 | $0.23M | 0.0% | -11.1% | 0.000% | |
2/6/2024 | Sheets Smith Wealth Management | 24,345 | $0.28M | 0.0% | -3.6% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 107,913 | $1.24M | 0.0% | +18.0% | 0.000% | |
2/5/2024 | Greatmark Investment Partners Inc. | 280,287 | $3.22M | 0.5% | -2.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 11,853 | $0.14M | 0.0% | N/A | 0.000% | |
1/31/2024 | Zhang Financial LLC | 11,845 | $0.14M | 0.0% | N/A | 0.000% | |
1/30/2024 | TNF LLC | 20,182 | $0.24M | 0.1% | -38.5% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,040 | $35K | 0.0% | -76.7% | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 44,516 | $0.51M | 0.0% | -8.6% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 440,402 | $50.51M | 0.0% | +1,048.1% | 0.000% | |
1/24/2024 | Tempus Wealth Planning LLC | 30,565 | $0.35M | 0.2% | N/A | 0.000% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 235,483 | $2.70M | 0.8% | -1.7% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 68,078 | $0.78M | 0.0% | -8.3% | 0.000% | |
1/19/2024 | Mirador Capital Partners LP | 95,192 | $1.09M | 0.2% | -9.7% | 0.000% | |
1/19/2024 | Realta Investment Advisors | 14,327 | $0.16M | 0.0% | -10.6% | 0.000% | |
1/18/2024 | Burns J W & Co. Inc. NY | 105,065 | $1.21M | 0.2% | +3.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 107,376 | $1.23M | 0.0% | +1.1% | 0.000% | |
1/16/2024 | Raymond James & Associates | 160,072 | $1.84M | 0.0% | -4.2% | 0.000% | |
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1/16/2024 | MKT Advisors LLC | 43,525 | $0.49M | 0.3% | -9.4% | 0.000% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 4,364 | $50K | 0.0% | +93.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,336 | $0.18M | 0.0% | -27.4% | 0.000% | |
11/30/2023 | ARQ Wealth Advisors LLC | 84,679 | $0.95M | 0.7% | -1.7% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 16,487 | $0.18M | 0.0% | N/A | 0.000% | |
11/21/2023 | Comerica Bank | 5,702 | $64K | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 1,738,330 | $19.40M | 0.0% | +3.1% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 561,878 | $6.27M | 0.0% | +0.7% | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 222,945 | $2.49M | 0.0% | +1.9% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 27,733 | $0.31M | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 685,335 | $7.65M | 0.2% | +12.5% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 98,365 | $1.10M | 0.6% | -5.8% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 59,956 | $0.67M | 0.0% | +7.0% | 0.000% | |
11/13/2023 | Mariner LLC | 235,958 | $2.63M | 0.0% | -14.3% | 0.000% | |
11/13/2023 | LPL Financial LLC | 1,057,278 | $11.80M | 0.0% | +3.8% | 0.000% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 2,251 | $25K | 0.0% | -48.4% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 21,959 | $0.25M | 0.0% | -56.8% | 0.000% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 48,691 | $0.54M | 0.0% | -7.3% | 0.000% | |
11/9/2023 | UBS Group AG | 198,411 | $2.21M | 0.0% | -1.8% | 0.000% | |
11/8/2023 | Idaho Trust Bank | 10,200 | $0.11M | 0.1% | N/A | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 187,072 | $2.09M | 0.0% | -3.0% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 22,094 | $0.25M | 0.0% | -14.8% | 0.000% | |
11/8/2023 | Spire Wealth Management | 22,703 | $0.25M | 0.0% | -18.7% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 91,436 | $1.02M | 0.0% | +1.6% | 0.000% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 603,055 | $6.73M | 7.1% | +11.7% | 0.000% | |
11/1/2023 | Verus Capital Partners LLC | 14,193 | $0.16M | 0.0% | +28.4% | 0.000% | |
10/31/2023 | Cook Wealth Management Group LLC | 14,038 | $0.15M | 0.1% | N/A | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 74,685 | $0.83M | 0.0% | -4.7% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 106,196 | $1.19M | 0.0% | +1.3% | 0.000% | |
10/24/2023 | Raymond James & Associates | 167,149 | $1.87M | 0.0% | -7.9% | 0.000% | |
10/20/2023 | TNF LLC | 32,830 | $0.36M | 0.2% | -10.4% | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 74,280 | $0.83M | 0.0% | -4.3% | 0.000% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 10,347 | $0.12M | 0.0% | -11.2% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 230,550 | $2.57M | 0.0% | +1.2% | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 38,359 | $0.42M | 0.0% | -5.0% | 0.000% | |
10/5/2023 | Mirador Capital Partners LP | 105,369 | $1.18M | 0.3% | -8.8% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 38,359 | $0.42M | 0.0% | -5.0% | 0.000% | |
8/23/2023 | TNF LLC | 36,660 | $0.41M | 0.2% | -4.1% | 0.000% | |
8/18/2023 | ARQ Wealth Advisors LLC | 86,115 | $0.97M | 0.6% | +13.8% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 485,634 | $5.45M | 0.0% | -5.2% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 558,187 | $6.27M | 0.0% | +1.9% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 92,634 | $1.04M | 0.0% | -1.4% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 56,030 | $0.63M | 0.0% | +26.8% | 0.000% | |
8/14/2023 | Mirador Capital Partners LP | 115,477 | $1.30M | 0.3% | -13.0% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 26,402 | $0.30M | 0.1% | N/A | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 50,865 | $0.57M | 0.0% | +130.0% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 689,309 | $7.74M | 0.1% | +7.0% | 0.000% | |
8/11/2023 | JPMorgan Chase & Co. | 44,249 | $0.50M | 0.0% | +1,075.0% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 338,953 | $3.81M | 0.0% | +7.7% | 0.000% | |
8/10/2023 | Sykon Capital LLC | 21,000 | $0.24M | 0.2% | N/A | 0.000% | |
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8/10/2023 | Cetera Advisor Networks LLC | 27,240 | $0.31M | 0.0% | -90.8% | 0.000% | |
8/9/2023 | Coastal Investment Advisors Inc. | 16,024 | $0.18M | 0.0% | +12.6% | 0.000% | |
8/8/2023 | Geneos Wealth Management Inc. | 13,040 | $0.15M | 0.0% | +328.9% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 89,996 | $1.01M | 0.0% | +3.7% | 0.000% | |
8/8/2023 | Chicago Partners Investment Group LLC | 19,980 | $0.23M | 0.0% | -12.3% | 0.000% | |
8/4/2023 | Apollon Wealth Management LLC | 81,938 | $0.92M | 0.0% | +2.0% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 25,920 | $0.29M | 0.0% | -15.7% | 0.000% | |
8/3/2023 | Samalin Investment Counsel LLC | 104,414 | $1.17M | 0.6% | -1.7% | 0.000% | |
8/3/2023 | Dumont & Blake Investment Advisors LLC | 239,937 | $2.69M | 0.9% | -1.3% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 12,062 | $0.14M | 0.0% | -8.5% | 0.000% | |