9/12/2023 | Farther Finance Advisors LLC | 22,582 | $0.38M | 0.1% | N/A | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 383,916 | $6.37M | 0.0% | -9.5% | 0.000% | |
8/18/2023 | SFI Advisors LLC | 12,247 | $0.20M | 0.2% | N/A | 0.000% | |
8/18/2023 | Addison Capital Co | 72,937 | $1.21M | 0.9% | -1.7% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 969,456 | $16.08M | 0.0% | -19.8% | 0.000% | |
8/15/2023 | Integrated Wealth Concepts LLC | 28,390 | $0.47M | 0.0% | +14.1% | 0.000% | |
|
8/15/2023 | IHT Wealth Management LLC | 34,064 | $0.57M | 0.0% | -3.9% | 0.000% | |
8/15/2023 | Walleye Capital LLC | 19,989 | $0.33M | 0.0% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 135,031 | $2.24M | 0.1% | N/A | 0.000% | |
8/15/2023 | Royal Bank of Canada | 341,006 | $5.66M | 0.0% | +19.4% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 10,681 | $0.18M | 0.0% | N/A | 0.000% | |
8/15/2023 | Stifel Financial Corp | 24,521 | $0.41M | 0.0% | -5.4% | 0.000% | |
8/15/2023 | Hilltop Holdings Inc. | 343,308 | $5.70M | 0.7% | -22.6% | 0.000% | |
8/14/2023 | First Foundation Advisors | 15,179 | $0.25M | 0.0% | -5.1% | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 99,457 | $1.65M | 0.1% | +10.3% | 0.000% | |
8/11/2023 | Baird Financial Group Inc. | 142,063 | $2.36M | 0.0% | -0.7% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 63,422 | $1.05M | 0.1% | N/A | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 18,146 | $0.30M | 0.0% | +16.8% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 383,916 | $6.37M | 0.0% | -9.5% | 0.000% | |
8/10/2023 | Hollencrest Capital Management | 4,741 | $79K | 0.0% | N/A | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 176,789 | $2.93M | 0.0% | +3.1% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 38,246 | $0.63M | 0.0% | +5.4% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 744,597 | $12.35M | 0.3% | +105.0% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 11,113 | $0.18M | 0.0% | -10.9% | 0.000% | |
8/9/2023 | Oder Investment Management LLC | 66,992 | $1.11M | 1.2% | -24.1% | 0.000% | |
8/8/2023 | Focused Wealth Management Inc | 505,420 | $8.39M | 1.5% | +0.5% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 21,962 | $0.36M | 0.0% | N/A | 0.000% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 59,475 | $0.99M | 0.0% | +17.4% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 4,000 | $66K | 0.0% | N/A | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 18,473 | $0.31M | 0.0% | -8.7% | 0.000% | |
8/1/2023 | Schnieders Capital Management LLC | 44,575 | $0.74M | 0.2% | -2.4% | 0.000% | |
8/1/2023 | Keybank National Association OH | 100,000 | $1.66M | 0.0% | -9.1% | 0.000% | |
7/31/2023 | LPL Financial LLC | 515,045 | $8.55M | 0.0% | +3.3% | 0.000% | |
7/31/2023 | Intellectus Partners LLC | 78,692 | $1.31M | 0.4% | +25.2% | 0.000% | |
7/28/2023 | Private Trust Co. NA | 14,755 | $0.25M | 0.0% | +8.4% | 0.000% | |
7/27/2023 | Virtu Financial LLC | 12,951 | $0.22M | 0.0% | N/A | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 60,030 | $1M | 0.0% | +1.7% | 0.000% | |
7/27/2023 | J.W. Cole Advisors Inc. | 40,716 | $0.68M | 0.0% | -46.8% | 0.000% | |
7/26/2023 | Riverbridge Partners LLC | 14,539 | $0.24M | 0.0% | -6.1% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 557,525 | $9.25M | 0.0% | +5.6% | 0.000% | |
|
7/25/2023 | Raymond James & Associates | 217,565 | $3.61M | 0.0% | +6.7% | 0.000% | |
7/25/2023 | OLD National Bancorp IN | 24,329 | $0.40M | 0.0% | -5.1% | 0.000% | |
7/24/2023 | SVB Wealth LLC | 14,150 | $0.24M | 0.0% | -15.9% | 0.000% | |
7/21/2023 | Ackerman Capital Advisors LLC | 29,958 | $0.50M | 0.1% | N/A | 0.000% | |
7/20/2023 | Benedetti & Gucer Inc. | 10,645 | $0.18M | 0.1% | N/A | 0.000% | |
7/20/2023 | Global Retirement Partners LLC | 3,000 | $50K | 0.0% | +50.0% | 0.000% | |
7/18/2023 | Eagle Bluffs Wealth Management LLC | 879,225 | $14.59M | 11.2% | +2.9% | 0.000% | |
7/18/2023 | Stratos Wealth Partners LTD. | 47,160 | $0.78M | 0.0% | +19.4% | 0.000% | |
7/17/2023 | Reitz Capital Advisors LLC | 150,854 | $2.50M | 2.3% | +14.7% | 0.000% | |
7/14/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 12,882 | $0.21M | 0.1% | -48.5% | 0.000% | |
7/13/2023 | Hudson Capital Management LLC | 225,144 | $3.74M | 1.4% | +2.8% | 0.000% | |
7/13/2023 | Miracle Mile Advisors LLC | 50,048 | $0.83M | 0.0% | -5.0% | 0.000% | |
7/13/2023 | Walker Asset Management LLC | 55,524 | $0.92M | 0.8% | -7.6% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 68,055 | $1.13M | 0.0% | +5.8% | 0.000% | |
7/7/2023 | Cooper Financial Group | 147,421 | $2.45M | 0.6% | -7.0% | 0.000% | |
5/22/2023 | Ameriprise Financial Inc. | 287,933 | $5.23M | 0.0% | -11.1% | 0.000% | |
5/18/2023 | JPMorgan Chase & Co. | 38,333 | $0.69M | 0.0% | N/A | 0.000% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 59,001 | $1.06M | 0.0% | +7.3% | 0.000% | |
5/17/2023 | Advisory Services Network LLC | 4,000 | $72K | 0.0% | +33.3% | 0.000% | |
5/16/2023 | Waverly Advisors LLC | 15,220 | $0.27M | 0.0% | N/A | 0.000% | |
5/16/2023 | Susquehanna International Group LLP | 39,281 | $0.70M | 0.0% | +12.9% | 0.000% | |
5/16/2023 | Snowden Capital Advisors LLC | 90,185 | $1.62M | 0.1% | +12.0% | 0.000% | |
5/16/2023 | Belpointe Asset Management LLC | 11,954 | $0.21M | 0.0% | +280.1% | 0.000% | |
5/15/2023 | Cetera Investment Advisers | 12,470 | $0.22M | 0.0% | -7.4% | 0.000% | |
5/12/2023 | SVB Wealth LLC | 16,825 | $0.30M | 0.0% | -4.9% | 0.000% | |
5/12/2023 | Stifel Financial Corp | 25,914 | $0.46M | 0.0% | -67.7% | 0.000% | |
5/12/2023 | Bank of America Corp DE | 692,957 | $12.42M | 0.0% | -3.0% | 0.000% | |
5/12/2023 | UBS Group AG | 1,500,552 | $26.89M | 0.0% | -6.5% | 0.000% | |
5/12/2023 | NewEdge Advisors LLC | 33,190 | $0.59M | 0.0% | +24.6% | 0.000% | |
5/12/2023 | HighTower Advisors LLC | 123,952 | $2.22M | 0.0% | +2.7% | 0.000% | |
5/11/2023 | Bramshill Investments LLC | 190,096 | $3.41M | 0.4% | +2.0% | 0.000% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 50,675 | $0.91M | 0.0% | +61.5% | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 171,488 | $3.07M | 0.0% | +4.4% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 1,039,953 | $18.64M | 0.2% | +0.9% | 0.000% | |
5/11/2023 | Cooper Financial Group | 158,460 | $2.84M | 0.8% | -3.3% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 36,298 | $0.65M | 0.0% | N/A | 0.000% | |
5/10/2023 | Brandywine Oak Private Wealth LLC | 12,500 | $0.22M | 0.0% | +25.0% | 0.000% | |
5/10/2023 | LPL Financial LLC | 498,702 | $8.94M | 0.0% | +28.4% | 0.000% | |
5/10/2023 | Keybank National Association OH | 110,000 | $1.97M | 0.0% | +10.0% | 0.000% | |
5/9/2023 | Edgemoor Investment Advisors Inc. | 11,380 | $0.20M | 0.0% | -8.8% | 0.000% | |
5/8/2023 | Atlantic Union Bankshares Corp | 34,559 | $0.62M | 0.1% | -3.9% | 0.000% | |
5/8/2023 | Good Life Advisors LLC | 65,245 | $1.17M | 0.1% | -7.5% | 0.000% | |
5/8/2023 | Global Retirement Partners LLC | 2,000 | $36K | 0.0% | N/A | 0.000% | |
5/5/2023 | Lebenthal Global Advisors LLC | 358,978 | $6.43M | 2.0% | -7.3% | 0.000% | |
5/4/2023 | Eagle Bluffs Wealth Management LLC | 854,627 | $15.32M | 12.6% | +37.7% | 0.000% | |
5/4/2023 | Intellectus Partners LLC | 62,862 | $1.13M | 0.4% | +9.6% | 0.000% | |
5/3/2023 | J.W. Cole Advisors Inc. | 76,527 | $1.37M | 0.1% | -6.7% | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 24,890 | $0.45M | 0.0% | N/A | 0.000% | |
5/2/2023 | Carl P. Sherr & Co. LLC | 11,810 | $0.21M | 0.2% | N/A | 0.000% | |
5/2/2023 | JNBA Financial Advisors | 7,735 | $0.14M | 0.0% | N/A | 0.000% | |
|
4/28/2023 | Janney Montgomery Scott LLC | 44,276 | $0.79M | 0.0% | -54.8% | 0.000% | |
4/27/2023 | Stratos Wealth Partners LTD. | 39,494 | $0.71M | 0.0% | -19.9% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 60,305 | $1.08M | 0.0% | +92.2% | 0.000% | |
4/26/2023 | Fiera Capital Corp | 118,569 | $2.13M | 0.0% | -1.8% | 0.000% | |
4/26/2023 | Reitz Capital Advisors LLC | 131,496 | $2.36M | 2.2% | +100.1% | 0.000% | |
4/25/2023 | D.A. Davidson & CO. | 15,541 | $0.28M | 0.0% | -9.9% | 0.000% | |
4/21/2023 | Riverbridge Partners LLC | 15,486 | $0.28M | 0.0% | +7.2% | 0.000% | |
4/20/2023 | Miracle Mile Advisors LLC | 52,686 | $0.94M | 0.0% | -11.0% | 0.000% | |
4/20/2023 | Melfa Wealth Management LLC | 14,750 | $0.26M | 0.3% | N/A | 0.000% | |
4/20/2023 | High Net Worth Advisory Group LLC | 55,847 | $1M | 0.4% | +9.9% | 0.000% | |