5/28/2025 | Addison Capital Co | 50,864 | $848K | 0.3% | -13.9% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 34,359 | $573K | 0.0% | -6.0% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 19,000 | $317K | 0.0% | -8.0% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 151,900 | $2.53M | 0.2% | +5.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 562,515 | $9.38M | 0.0% | +13.1% | 0.000% | |
5/14/2025 | Comerica Bank | 20,174 | $337K | 0.0% | -8.9% | 0.000% | |
5/14/2025 | Apexium Financial LP | 128,310 | $2.14M | 0.1% | +71.0% | 0.000% | |
5/14/2025 | Caitlin John LLC | 39,680 | $662K | 0.6% | +3.2% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 850,380 | $14.18M | 0.0% | -14.4% | 0.000% | |
5/13/2025 | Oder Investment Management LLC | 48,554 | $810K | 0.7% | -10.5% | 0.000% | |
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5/13/2025 | Kovitz Investment Group Partners LLC | 122,645 | $2.05M | 0.0% | -2.1% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 5,161,588 | $86.10M | 2.0% | +18.0% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 151,938 | $2.53M | 0.0% | +4.0% | 0.000% | |
5/12/2025 | Invesco Ltd. | 746,024 | $12.44M | 0.0% | -2.1% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 108,867 | $1.82M | 0.0% | -0.9% | 0.000% | |
5/12/2025 | Savvy Advisors Inc. | 62,390 | $1.04M | 0.1% | +12.5% | 0.000% | |
5/9/2025 | Schnieders Capital Management LLC | 22,025 | $367K | 0.1% | -5.4% | 0.000% | |
5/9/2025 | Natural Investments LLC | 45,812 | $764K | 0.2% | +7.1% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,866 | $331K | 0.0% | -5.6% | 0.000% | |
5/7/2025 | Eagle Bluffs Wealth Management LLC | 1,847,691 | $30.82M | 16.3% | +7.3% | 0.000% | |
5/7/2025 | LPL Financial LLC | 747,872 | $12.47M | 0.0% | +9.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 29,077 | $485K | 0.0% | +6.0% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 17,480 | $292K | 0.0% | +30.2% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 28,428 | $474K | 0.0% | -7.7% | 0.000% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 14,422 | $241K | 0.0% | -5.1% | 0.000% | |
5/1/2025 | Focused Wealth Management Inc | 630,026 | $10.51M | 1.4% | +3.6% | 0.000% | |
4/30/2025 | M&T Bank Corp | 629,238 | $10.50M | 0.0% | -1.3% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 128,792 | $2.15M | 0.0% | -0.5% | 0.000% | |
4/29/2025 | Meridian Investment Counsel Inc. | 19,000 | $317K | 0.1% | -30.1% | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 10,507 | $175K | 0.0% | N/A | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 25,968 | $433K | 0.0% | -3.8% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 25,064 | $418K | 0.0% | -7.4% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 17,095 | $285K | 0.0% | -24.5% | 0.000% | |
4/24/2025 | Primoris Wealth Advisors LLC | 97,733 | $1.63M | 1.3% | -3.9% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,639 | $1.08M | 0.0% | -7.4% | 0.000% | |
4/22/2025 | Comprehensive Money Management Services LLC | 19,845 | $331K | 0.3% | -5.1% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 48,942 | $816K | 0.0% | +13.2% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 41,212 | $687K | 0.0% | +10.7% | 0.000% | |
4/17/2025 | Access Financial Services Inc. | 41,769 | $697K | 0.3% | -1.8% | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 6,230 | $104K | 0.0% | N/A | 0.000% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,162 | $220K | 0.0% | -20.9% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 50,492 | $842K | 0.6% | +4.1% | 0.000% | |
4/15/2025 | Transform Wealth LLC | 47,316 | $789K | 0.0% | +35.6% | 0.000% | |
4/15/2025 | Walker Asset Management LLC | 46,637 | $778K | 0.5% | -7.9% | 0.000% | |
4/15/2025 | Ibex Wealth Advisors | 27,138 | $453K | 0.1% | -7.8% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 3,500 | $58K | 0.0% | -48.3% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 117,496 | $1.96M | 0.0% | -2.8% | 0.000% | |
4/11/2025 | Intellectus Partners LLC | 199,668 | $3.33M | 0.8% | -5.2% | 0.000% | |
3/4/2025 | Comprehensive Money Management Services LLC | 20,910 | $337K | 0.3% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 27,435 | $442K | 0.0% | -51.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 633,269 | $10.21M | 0.0% | -5.2% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 109,890 | $1.77M | 0.0% | +10.2% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 452,197 | $7.30M | 0.0% | +75.1% | 0.000% | |
2/14/2025 | Comerica Bank | 22,146 | $357K | 0.0% | -4.6% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 125,333 | $2.02M | 0.0% | -2.0% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 25,115 | $405K | 0.0% | -3.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 64,897 | $1.05M | 0.0% | +16.2% | 0.000% | |
2/14/2025 | Generation Capital Management LLC | 11,624 | $187K | 0.2% | N/A | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 144,100 | $2.32M | 0.2% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 36,548 | $589K | 0.0% | +16.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 31,123 | $502K | 0.0% | +73.7% | 0.000% | |
2/13/2025 | Broyhill Asset Management | 173,208 | $2.79M | 2.5% | N/A | 0.000% | |
2/13/2025 | Savvy Advisors Inc. | 55,463 | $894K | 0.1% | N/A | 0.000% | |
2/13/2025 | Primoris Wealth Advisors LLC | 101,750 | $1.64M | 1.2% | +3.0% | 0.000% | |
2/13/2025 | Oder Investment Management LLC | 54,226 | $874K | 0.7% | +1.2% | 0.000% | |
2/13/2025 | First Foundation Advisors | 19,967 | $322K | 0.0% | -49.1% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 993,912 | $16.02M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 10,750 | $173K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 761,686 | $12.28M | 0.0% | +31.5% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 129,492 | $2.09M | 0.0% | -17.0% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 4,373,635 | $70.50M | 1.6% | +34.1% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 712,739 | $11.49M | 0.0% | -3.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 25,657 | $414K | 0.0% | N/A | 0.000% | |
2/12/2025 | Orleans Capital Management Corp LA | 59,920 | $1.00M | 0.6% | -6.6% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 195,568 | $3.15M | 0.2% | N/A | 0.000% | |
2/12/2025 | National Bank of Canada FI | 8,748 | $141K | 0.0% | +12.9% | 0.000% | |
2/12/2025 | Meridian Investment Counsel Inc. | 27,167 | $438K | 0.1% | -23.1% | 0.000% | |
2/12/2025 | CIBC Private Wealth Group LLC | 2,560 | $41K | 0.0% | -71.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 684,672 | $11.04M | 0.0% | +20.5% | 0.000% | |
2/11/2025 | Intellus Advisors LLC | 20,000 | $322K | 0.1% | N/A | 0.000% | |
2/10/2025 | Addison Capital Co | 59,066 | $952K | 0.4% | -30.6% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 150,984 | $2.43M | 0.0% | -20.8% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 13,430 | $216K | 0.0% | N/A | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 6,771 | $109K | 0.0% | -88.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 146,034 | $2.35M | 0.0% | -66.5% | 0.000% | |
2/7/2025 | Natural Investments LLC | 42,770 | $689K | 0.2% | N/A | 0.000% | |
2/7/2025 | Atlantic Union Bankshares Corp | 12,785 | $206K | 0.0% | -41.6% | 0.000% | |
2/7/2025 | Intellectus Partners LLC | 210,674 | $3.40M | 0.8% | +5.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 993,912 | $16.02M | 0.0% | N/A | 0.000% | |
2/6/2025 | M&T Bank Corp | 637,513 | $10.28M | 0.0% | +0.4% | 0.000% | |
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2/6/2025 | Patten Group Inc. | 15,349 | $247K | 0.1% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 26,506 | $427K | 0.0% | +446.3% | 0.000% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 218,463 | $3.52M | 0.6% | +324.4% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 48,492 | $782K | 0.5% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 30,783 | $496K | 0.0% | -29.8% | 0.000% | |
2/3/2025 | Good Life Advisors LLC | 12,915 | $208K | 0.0% | -24.3% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 21,051 | $339K | 0.0% | +20.0% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 27,064 | $436K | 0.0% | -6.3% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 97,479 | $1.57M | 0.1% | +4.5% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 37,641 | $607K | 0.0% | +11.7% | 0.000% | |