4/29/2025 | Penserra Capital Management LLC | 2,277,012 | $8.83M | 0.2% | -9.8% | 0.000% | |
4/25/2025 | Essex Financial Services Inc. | 11,466 | $44K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 167,891 | $651K | 0.0% | +2.3% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 39,425 | $153K | 0.0% | N/A | 0.000% | |
4/15/2025 | MV Capital Management Inc. | 7,500 | $29K | 0.0% | N/A | 0.000% | |
4/11/2025 | SeaCrest Wealth Management LLC | 51,715 | $201K | 0.0% | -29.0% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 19,336 | $75K | 0.0% | -14.2% | 0.000% | |
2/24/2025 | Hall Capital Management Co. Inc. | 11,500 | $44K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 26,927 | $104K | 0.0% | -50.0% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 24,568 | $95K | 0.0% | N/A | 0.000% | |
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2/17/2025 | Bank of America Corp DE | 610,500 | $2.36M | 0.0% | -6.5% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 204,644 | $790K | 0.0% | -18.9% | 0.000% | |
2/14/2025 | Triumph Capital Management | 11,989 | $46K | 0.0% | N/A | 0.000% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 147,159 | $568K | 0.4% | N/A | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 118,691 | $458K | 0.0% | -37.7% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 24,755 | $96K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 147,038 | $568K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 771,959 | $2.98M | 0.0% | +22.4% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 11,670 | $45K | 0.0% | N/A | 0.000% | |
2/12/2025 | OneAscent Financial Services LLC | 160,597 | $620K | 0.1% | +7.7% | 0.000% | |
2/12/2025 | Brown Brothers Harriman & Co. | 15,000 | $58K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 200,675 | $775K | 0.0% | +22.5% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 204,330 | $789K | 0.3% | +10.8% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 19,676 | $76K | 0.0% | N/A | 0.000% | |
2/10/2025 | Evoke Wealth LLC | 12,788 | $50K | 0.0% | N/A | 0.000% | |
2/10/2025 | Impact Capital Partners LLC | 111,746 | $431K | 0.2% | N/A | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 47,859 | $185K | 0.0% | -31.8% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 12,492 | $48K | 0.0% | N/A | 0.000% | |
2/6/2025 | One Capital Management LLC | 13,365 | $52K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 147,038 | $568K | 0.0% | N/A | 0.000% | |
2/5/2025 | SVB Wealth LLC | 10,287 | $40K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 164,071 | $633K | 0.0% | +2.3% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 29,207 | $113K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 130,646 | $504K | 0.0% | -13.5% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 237,798 | $918K | 0.0% | +31.6% | 0.000% | |
1/28/2025 | Mezzasalma Advisors LLC | 129,221 | $499K | 0.2% | N/A | 0.000% | |
1/21/2025 | Grimes & Company Inc. | 10,149 | $39K | 0.0% | N/A | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 13,110 | $51K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 45,815 | $199K | 0.0% | -53.3% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 14,055 | $65K | 0.0% | N/A | 0.000% | |
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11/15/2024 | IHT Wealth Management LLC | 190,441 | $876K | 0.0% | +67.0% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 15,138 | $70K | 0.0% | N/A | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 2,423,242 | $11.20M | 0.2% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 531,720 | $2.46M | 0.0% | -3.0% | 0.000% | |
11/7/2024 | OneAscent Financial Services LLC | 149,067 | $689K | 0.5% | +3.9% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 160,314 | $741K | 0.0% | -10.3% | 0.000% | |
11/1/2024 | Leavell Investment Management Inc. | 16,900 | $78K | 0.0% | N/A | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 180,672 | $835K | 0.0% | +125.6% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 151,002 | $698K | 0.0% | +17.2% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 72,784 | $336K | 0.0% | +6.4% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 12,309 | $57K | 0.0% | -25.1% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 98,026 | $364K | 0.0% | N/A | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 25,000 | $96K | 0.0% | N/A | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 80,072 | $306K | 0.0% | +249.9% | 0.000% | |
8/7/2024 | Choreo LLC | 24,535 | $93K | 0.0% | N/A | 0.000% | |
8/6/2024 | Hudson Edge Investment Partners Inc. | 9,550 | $36K | 0.0% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 98,061 | $375K | 0.0% | +2.5% | 0.000% | |
7/30/2024 | TFB Advisors LLC | 12,101 | $46K | 0.0% | N/A | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 10,500 | $40K | 0.0% | N/A | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 137,742 | $526K | 0.5% | -3.4% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 30,093 | $119K | 0.0% | N/A | 0.000% | |
5/20/2024 | Virtu Financial LLC | 23,946 | $95K | 0.0% | N/A | 0.000% | |
5/15/2024 | SVB Wealth LLC | 10,287 | $41K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 254,991 | $1.01M | 0.0% | -25.0% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 79,393 | $314K | 0.0% | -43.3% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 179,765 | $712K | 0.0% | +3.1% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 22,884 | $91K | 0.0% | +62.9% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 11,289 | $45K | 0.0% | N/A | 0.000% | |
4/22/2024 | PFG Investments LLC | 13,272 | $53K | 0.0% | N/A | 0.000% | |
4/16/2024 | OneAscent Financial Services LLC | 131,170 | $519K | 0.1% | +92.2% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 57,294 | $222K | 0.0% | N/A | 0.000% | |
2/15/2024 | Modera Wealth Management LLC | 37,500 | $146K | 0.0% | +17.2% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 96,813 | $376K | 0.0% | N/A | 0.000% | |
2/8/2024 | Financial Advocates Investment Management | 14,558 | $56K | 0.0% | -54.4% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 139,909 | $543K | 0.0% | +3.7% | 0.000% | |
2/7/2024 | Summitry LLC | 17,000 | $66K | 0.0% | N/A | 0.000% | |
2/7/2024 | Ieq Capital LLC | 10,754 | $42K | 0.0% | -28.1% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 87,724 | $344K | 0.1% | N/A | 0.000% | |
2/6/2024 | Spire Wealth Management | 71,705 | $265K | 0.0% | +7.9% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 333,595 | $1.29M | 0.0% | N/A | 0.000% | |
2/1/2024 | Sigma Planning Corp | 13,482 | $52K | 0.0% | -16.7% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 14,050 | $55K | 0.0% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 118,713 | $461K | 0.4% | +16.9% | 0.000% | |
1/26/2024 | Soltis Investment Advisors LLC | 13,840 | $54K | 0.0% | N/A | 0.000% | |
1/24/2024 | Highlander Capital Management LLC | 43,080 | $167K | 0.1% | +8.4% | 0.000% | |
1/24/2024 | All Season Financial Advisors Inc. | 132,461 | $514K | 0.4% | -2.6% | 0.000% | |
1/18/2024 | SeaCrest Wealth Management LLC | 65,669 | $251K | 0.0% | +4.7% | 0.000% | |
1/11/2024 | OneAscent Financial Services LLC | 68,260 | $265K | 0.0% | -6.7% | 0.000% | |
11/30/2023 | Modera Wealth Management LLC | 32,000 | $116K | 0.0% | +15.1% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 28,543 | $104K | 0.0% | N/A | 0.000% | |
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11/15/2023 | Advisors Asset Management Inc. | 353,638 | $1.29M | 0.0% | -16.3% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 111,451 | $406K | 0.2% | +69.7% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 83,913 | $305K | 0.0% | +17.5% | 0.000% | |
11/9/2023 | Waters Parkerson & CO. LLC | 20,000 | $73K | 0.0% | N/A | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 25,975 | $95K | 0.0% | -13.4% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 134,889 | $491K | 0.0% | -43.3% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 163,360 | $595K | 0.0% | +7.5% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 14,966 | $54K | 0.0% | -26.4% | 0.000% | |
10/27/2023 | Walker Asset Management LLC | 10,162 | $37K | 0.0% | N/A | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 21,231 | $77K | 0.0% | N/A | 0.000% | |