3/15/2024 | B. Riley Wealth Advisors Inc. | 76,764 | $0.84M | 0.0% | -43.8% | 0.000% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
2/15/2024 | Comerica Bank | 70,259 | $0.77M | 0.0% | +30.7% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 89,707 | $0.98M | 0.0% | -11.8% | 0.000% | |
2/14/2024 | Quadrature Capital Ltd | 36,946 | $0.40M | 0.0% | N/A | 0.000% | |
2/14/2024 | Valley Financial Group Inc. | 35,431 | $0.39M | 0.3% | N/A | 0.000% | |
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2/13/2024 | Envestnet Asset Management Inc. | 12,644 | $0.14M | 0.0% | +15.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 15,000 | $0.16M | 0.0% | -94.8% | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 19,209 | $0.21M | 0.0% | +15.9% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 163,700 | $1.79M | 0.0% | -9.9% | 0.000% | |
2/12/2024 | Legacy Advisors LLC | 10,074 | $0.11M | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 229,728 | $2.51M | 0.0% | -37.8% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 9,254 | $0.10M | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 124,342 | $1.36M | 0.1% | -4.4% | 0.000% | |
2/9/2024 | CreativeOne Wealth LLC | 16,309 | $0.18M | 0.0% | N/A | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 10,236 | $0.11M | 0.0% | -10.4% | 0.000% | |
2/9/2024 | UBS Group AG | 956,389 | $10.43M | 0.0% | -4.0% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 15,475 | $0.17M | 0.0% | +11.0% | 0.000% | |
2/7/2024 | Selway Asset Management | 115,515 | $1.26M | 0.5% | -3.7% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 167,786 | $1.83M | 0.0% | +0.7% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 54,762 | $0.60M | 0.6% | -29.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 21,076 | $0.23M | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,304 | $0.12M | 0.0% | N/A | 0.000% | |
2/1/2024 | First National Bank Sioux Falls | 110,961 | $1.21M | 0.6% | -17.5% | 0.000% | |
1/31/2024 | First National Bank & Trust Co. of Newtown | 79,435 | $0.87M | 0.2% | -2.2% | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 37,246 | $0.41M | 0.1% | -8.7% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 111,752 | $1.22M | 0.3% | +25.8% | 0.000% | |
1/29/2024 | Ellis Investment Partners LLC | 65,063 | $0.71M | 0.2% | +4.5% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 822,247 | $8.97M | 0.0% | -9.1% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 191,558 | $2.09M | 0.0% | +887.4% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 63,609 | $0.69M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 17,558 | $191.56M | 0.0% | -9.5% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 77,957 | $0.85M | 0.1% | +35.7% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 27,949 | $0.31M | 0.2% | -5.4% | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 32,711 | $0.36M | 0.2% | +27.0% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 91,592 | $1M | 0.9% | +8.1% | 0.000% | |
1/19/2024 | Atlantic Union Bankshares Corp | 13,521 | $0.15M | 0.0% | +20.5% | 0.000% | |
1/18/2024 | Accel Wealth Management | 84,814 | $0.93M | 0.5% | +36.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 209,930 | $2.29M | 0.0% | -8.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,022,092 | $11.15M | 0.0% | +8.4% | 0.000% | |
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1/12/2024 | Clarity Financial LLC | 55,636 | $0.61M | 0.1% | -31.6% | 0.000% | |
1/8/2024 | Bartlett & Co. LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 778,169 | $8.49M | 0.2% | +0.6% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 136,470 | $1.36M | 0.0% | -3.3% | 0.000% | |
11/21/2023 | Comerica Bank | 53,764 | $0.53M | 0.0% | N/A | 0.000% | |
11/16/2023 | Morgan Stanley | 2,216,606 | $22.03M | 0.0% | -7.2% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 101,727 | $1.01M | 0.0% | +1.2% | 0.000% | |
11/15/2023 | Scotia Capital Inc. | 16,572 | $0.17M | 0.0% | +11.7% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 88,817 | $0.88M | 0.2% | +255.1% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 369,587 | $3.67M | 0.0% | +4.2% | 0.000% | |
11/13/2023 | LPL Financial LLC | 756,228 | $7.52M | 0.0% | +1.6% | 0.000% | |
11/13/2023 | Invesco Ltd. | 480,828 | $4.78M | 0.0% | +17.3% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 10,965 | $0.11M | 0.0% | -30.1% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 289,497 | $2.88M | 0.1% | -32.0% | 0.000% | |
11/9/2023 | UBS Group AG | 995,765 | $9.90M | 0.0% | +8.9% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 14,882 | $0.15M | 0.0% | N/A | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 130,000 | $1.29M | 0.1% | -1.1% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,945 | $0.14M | 0.0% | -17.9% | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 77,323 | $0.77M | 0.8% | -3.7% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 5,280 | $52K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 166,556 | $1.66M | 0.0% | +1.6% | 0.000% | |
11/2/2023 | Selway Asset Management | 120,015 | $1.19M | 0.5% | -7.3% | 0.000% | |
11/1/2023 | Ellis Investment Partners LLC | 62,272 | $0.62M | 0.2% | -2.9% | 0.000% | |
11/1/2023 | Selway Asset Management | 118,015 | $1.09M | 0.5% | -8.8% | 0.000% | |
10/30/2023 | Melfa Wealth Management LLC | 84,720 | $0.84M | 0.8% | +31.1% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 904,642 | $8.99M | 0.0% | -12.0% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 230,238 | $2.29M | 0.0% | +2.2% | 0.000% | |
10/24/2023 | Raymond James & Associates | 943,035 | $9.37M | 0.0% | +12.6% | 0.000% | |
10/24/2023 | Pinnacle Associates Ltd. | 14,211 | $0.14M | 0.0% | -14.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 113,369 | $1.13M | 0.0% | +59.4% | 0.000% | |
10/20/2023 | Camelot Portfolios LLC | 25,763 | $0.26M | 0.2% | -38.1% | 0.000% | |
10/20/2023 | Accel Wealth Management | 62,224 | $0.62M | 0.3% | -4.6% | 0.000% | |
10/20/2023 | Family Firm Inc. | 232,751 | $2.31M | 0.6% | +1.8% | 0.000% | |
10/18/2023 | Clarity Financial LLC | 81,293 | $0.81M | 0.1% | -24.8% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 773,527 | $7.69M | 0.2% | +6.7% | 0.000% | |
10/13/2023 | Sanders Morris Harris LLC | 13,943 | $0.14M | 0.0% | -65.3% | 0.000% | |
10/12/2023 | First National Bank Sioux Falls | 134,500 | $1.34M | 0.8% | -5.9% | 0.000% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 245,673 | $2.44M | 0.1% | -2.7% | 0.000% | |
10/5/2023 | Sanders Morris Harris LLC | 13,943 | $0.14M | 0.0% | -65.3% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 19,400 | $0.19M | 0.0% | +10.9% | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 131,425 | $1.40M | 0.1% | -2.6% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 56,298 | $0.60M | 0.0% | -14.5% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 421,832 | $4.49M | 0.0% | +5.5% | 0.000% | |
8/15/2023 | Integrated Wealth Concepts LLC | 12,722 | $0.14M | 0.0% | -32.6% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 100,513 | $1.07M | 0.0% | +7.2% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 175,947 | $1.87M | 0.0% | +134.8% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 354,837 | $3.78M | 0.0% | -23.5% | 0.000% | |
8/14/2023 | Thrivent Financial for Lutherans | 142,527 | $1.52M | 0.0% | -5.9% | 0.000% | |
8/11/2023 | Karpus Management Inc. | 425,638 | $4.53M | 0.1% | -2.9% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 275,043 | $2.93M | 0.0% | -5.7% | 0.000% | |
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8/11/2023 | JPMorgan Chase & Co. | 11,526 | $0.12M | 0.0% | -21.4% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 56,298 | $0.60M | 0.0% | -14.5% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 71,106 | $0.76M | 0.0% | +15.1% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 163,937 | $1.74M | 0.0% | +4.5% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 1,612,950 | $17.16M | 0.4% | +1.5% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 17,373 | $0.19M | 0.0% | -36.6% | 0.000% | |
8/9/2023 | Oder Investment Management LLC | 80,253 | $0.85M | 0.9% | -3.1% | 0.000% | |
8/7/2023 | Ellis Investment Partners LLC | 64,156 | $0.68M | 0.2% | +17.5% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 68,325 | $0.73M | 0.0% | -14.0% | 0.000% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 252,385 | $2.69M | 0.1% | -9.9% | 0.000% | |