5/16/2025 | Integrated Wealth Concepts LLC | 153,780 | $2.17M | 0.0% | -14.2% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 276,084 | $3.90M | 0.1% | -0.7% | 0.000% | |
5/13/2025 | Ethos Financial Group LLC | 11,338 | $160K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 287,601 | $4.06M | 0.0% | +23.0% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 34,137 | $482K | 0.0% | -11.8% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 47,185 | $667K | 0.3% | +133.9% | 0.000% | |
5/8/2025 | Shufro Rose & Co. LLC | 19,800 | $280K | 0.0% | +33.8% | 0.000% | |
5/8/2025 | Coastal Bridge Advisors LLC | 40,225 | $568K | 0.1% | -7.9% | 0.000% | |
5/6/2025 | Uptown Financial Advisors LLC | 17,320 | $245K | 0.3% | +25.1% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 77,838 | $1.10M | 0.0% | -2.0% | 0.000% | |
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4/30/2025 | Leavell Investment Management Inc. | 208,230 | $2.94M | 0.1% | +13.1% | 0.000% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 17,382 | $246K | 0.0% | -18.0% | 0.000% | |
4/24/2025 | Tranquility Partners LLC | 89,664 | $1.27M | 0.5% | -2.9% | 0.000% | |
4/22/2025 | Comprehensive Money Management Services LLC | 33,680 | $476K | 0.4% | +2.3% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 47,512 | $671K | 0.0% | -20.0% | 0.000% | |
3/4/2025 | Comprehensive Money Management Services LLC | 32,930 | $472K | 0.4% | N/A | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 14,800 | $212K | 0.0% | -25.3% | 0.000% | |
2/17/2025 | Coastal Bridge Advisors LLC | 43,672 | $626K | 0.2% | -67.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 793,763 | $11.38M | 0.0% | +11.0% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 46,387 | $665K | 0.3% | +15.6% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 179,223 | $2.57M | 0.0% | -1.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 20,177 | $292K | 0.1% | -6.9% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 257,386 | $3.69M | 0.0% | -21.5% | 0.000% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 21,197 | $304K | 0.0% | -29.4% | 0.000% | |
2/13/2025 | Jones Road Capital Management L.P. | 80,903 | $1.16M | 0.6% | -37.5% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 59,080 | $847K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 233,807 | $3.35M | 0.0% | +19.0% | 0.000% | |
2/11/2025 | LPL Financial LLC | 60,240 | $864K | 0.0% | +5.2% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 277,999 | $3.99M | 0.1% | +7.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 59,080 | $847K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 4,142 | $59K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 38,721 | $556K | 0.0% | -5.1% | 0.000% | |
1/29/2025 | Tranquility Partners LLC | 92,329 | $1.32M | 0.5% | -4.7% | 0.000% | |
1/29/2025 | Leavell Investment Management Inc. | 184,180 | $2.64M | 0.1% | +7.6% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 79,409 | $1.14M | 0.0% | -4.2% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 59,413 | $852K | 0.0% | -26.5% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 15,198 | $218K | 0.0% | -5.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 182,765 | $2.58M | 0.0% | -6.2% | 0.000% | |
11/15/2024 | Hilltop Holdings Inc. | 42,515 | $600K | 0.0% | +16.6% | 0.000% | |
11/14/2024 | Westchester Capital Management LLC | 42,884 | $606K | 0.0% | -58.4% | 0.000% | |
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11/8/2024 | Advisors Asset Management Inc. | 259,545 | $3.67M | 0.1% | +27.4% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 82,916 | $1.17M | 0.0% | -1.2% | 0.000% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 30,030 | $424K | 0.0% | +27.9% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 10,457 | $148K | 0.0% | N/A | 0.000% | |
11/1/2024 | Leavell Investment Management Inc. | 171,225 | $2.42M | 0.1% | +8.4% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 21,677 | $306K | 0.1% | -63.6% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 133,993 | $1.88M | 0.5% | -8.6% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 59,606 | $835K | 0.3% | N/A | 0.000% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 23,482 | $329K | 0.0% | +54.6% | 0.000% | |
7/25/2024 | Tranquility Partners LLC | 96,756 | $1.36M | 0.5% | +4.5% | 0.000% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 5,786 | $81K | 0.0% | -20.0% | 0.000% | |
7/17/2024 | Leavell Investment Management Inc. | 158,000 | $2.21M | 0.1% | +14.2% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 12,077 | $169K | 0.0% | +6.4% | 0.000% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 15,190 | $218K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 201,982 | $2.89M | 0.1% | +14.7% | 0.000% | |
5/8/2024 | Tranquility Partners LLC | 92,582 | $1.33M | 0.5% | +14.2% | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 11,579 | $166K | 0.0% | N/A | 0.000% | |
4/24/2024 | Leavell Investment Management Inc. | 138,300 | $1.98M | 0.1% | +14.1% | 0.000% | |
4/24/2024 | Spire Wealth Management | 5,000 | $72K | 0.0% | -16.8% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,200 | $60K | 0.0% | N/A | 0.000% | |
2/14/2024 | Jones Road Capital Management L.P. | 106,642 | $1.42M | 0.4% | +166.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 69,553 | $929K | 0.0% | +1.6% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 24,705 | $330K | 0.0% | -3.8% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 11,142 | $149K | 0.0% | N/A | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 68,413 | $921K | 0.4% | -7.1% | 0.000% | |
2/7/2024 | Arlington Capital Management Inc. | 17,393 | $232K | 0.2% | N/A | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 86,585 | $1.16M | 0.0% | -4.6% | 0.000% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 10,903 | $146K | 0.1% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 10,508 | $140K | 0.0% | +382.2% | 0.000% | |
1/31/2024 | Tranquility Partners LLC | 81,092 | $1.08M | 0.5% | -9.2% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 341,405 | $4.56M | 0.0% | -31.8% | 0.000% | |
1/23/2024 | Leavell Investment Management Inc. | 121,200 | $1.63M | 0.1% | +2.6% | 0.000% | |
1/19/2024 | Next Capital Management LLC | 12,947 | $173K | 0.1% | +6.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,486 | $314K | 0.0% | -39.9% | 0.000% | |
11/21/2023 | Almitas Capital LLC | 26,436 | $350K | 0.2% | -9.8% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 335,037 | $4.44M | 0.1% | -9.8% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 119,871 | $1.59M | 0.0% | -0.7% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 83,384 | $1.11M | 0.0% | +1.5% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 2,080 | $28K | 0.0% | -32.1% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 39,926 | $529K | 0.0% | +35.4% | 0.000% | |
11/7/2023 | Merit Financial Group LLC | 90,716 | $1.20M | 0.0% | +3.0% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 38,056 | $504K | 0.3% | +81.6% | 0.000% | |
11/7/2023 | Atlas Wealth LLC | 88,626 | $1.17M | 0.2% | +10.4% | 0.000% | |
11/4/2023 | Pinnacle Financial Partners Inc | 8,131 | $108K | 0.0% | -22.1% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 73,642 | $976K | 0.5% | -3.4% | 0.000% | |
10/31/2023 | Tranquility Partners LLC | 89,262 | $1.18M | 0.5% | +9.2% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 500,464 | $6.63M | 0.0% | +21.6% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,107 | $518K | 0.0% | N/A | 0.000% | |
10/16/2023 | Arcus Capital Partners LLC | 21,180 | $281K | 0.1% | -9.4% | 0.000% | |
10/16/2023 | Leavell Investment Management Inc. | 118,080 | $1.57M | 0.1% | -6.3% | 0.000% | |
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8/17/2023 | Coastal Bridge Advisors LLC | 160,310 | $2.06M | 0.5% | -0.5% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 357,915 | $4.59M | 0.2% | +8.8% | 0.000% | |
8/15/2023 | Jones Road Capital Management L.P. | 20,000 | $256K | 0.2% | N/A | 0.000% | |
8/11/2023 | Almitas Capital LLC | 29,302 | $384K | 0.2% | N/A | 0.000% | |
8/11/2023 | Weiss Asset Management LP | 18,615 | $239K | 0.0% | +69.5% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 496,854 | $6.37M | 0.1% | -0.2% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 81,838 | $1.05M | 0.0% | +58.5% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 17,472 | $224K | 0.0% | -48.9% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 76,265 | $978K | 0.4% | +11.5% | 0.000% | |
8/4/2023 | Apollon Wealth Management LLC | 89,797 | $1.15M | 0.1% | -1.7% | 0.000% | |