8/19/2025 | B. Riley Wealth Advisors Inc. | 46,461 | $1.02M | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 18,513 | $410K | 0.0% | -19.0% | 0.000% | |
8/19/2025 | Anchor Investment Management LLC | 70,266 | $1.54M | 0.1% | +3.4% | 0.000% | |
8/15/2025 | Chapman Financial Group LLC | 2,000 | $44K | 0.0% | N/A | 0.000% | |
8/15/2025 | Hara Capital LLC | 120,385 | $2.64M | 1.6% | +23.7% | 0.000% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 9,200 | $201K | 0.1% | N/A | 0.000% | |
8/15/2025 | Bank of America Corp DE | 774,535 | $16.96M | 0.0% | -10.0% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 88,214 | $1.93M | 0.0% | -2.3% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 139,898 | $3.06M | 0.0% | +1.3% | 0.000% | |
8/14/2025 | Karpus Management Inc. | 3,587,879 | $78.54M | 2.5% | +19.1% | 0.000% | |
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8/14/2025 | NewEdge Advisors LLC | 21,652 | $474K | 0.0% | +101.1% | 0.000% | |
8/14/2025 | Cerity Partners LLC | 142,950 | $3.13M | 0.0% | -0.3% | 0.000% | |
8/13/2025 | Gamco Investors INC. ET AL | 9,450 | $207K | 0.0% | N/A | 0.000% | |
8/13/2025 | Thomas J. Herzfeld Advisors Inc. | 36,048 | $789K | 0.3% | N/A | 0.000% | |
8/13/2025 | Wellspring Financial Advisors LLC | 13,033 | $285K | 0.0% | N/A | 0.000% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 14,356 | $314K | 0.0% | -30.5% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 68,604 | $1.50M | 0.0% | -37.1% | 0.000% | |
8/12/2025 | XTX Topco Ltd | 11,146 | $244K | 0.0% | N/A | 0.000% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 111,399 | $2.44M | 0.0% | -2.8% | 0.000% | |
8/12/2025 | Jefferies Financial Group Inc. | 25,985 | $569K | 0.0% | -30.6% | 0.000% | |
8/12/2025 | WealthBridge Capital Management LLC | 201,276 | $4.41M | 1.1% | -11.5% | 0.000% | |
8/12/2025 | MAI Capital Management | 4,842 | $106K | 0.0% | -23.7% | 0.000% | |
8/11/2025 | Western Wealth Management LLC | 9,295 | $203K | 0.0% | N/A | 0.000% | |
8/8/2025 | Tortoise Investment Management LLC | 1,189,486 | $26.04M | 2.5% | +9.5% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 125,567 | $2.81M | 0.0% | -12.6% | 0.000% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 609,059 | $13.33M | 1.2% | -12.8% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 11,387 | $249K | 0.0% | -7.2% | 0.000% | |
8/6/2025 | Maltin Wealth Management Inc. | 129,683 | $2.84M | 1.3% | +14.3% | 0.000% | |
8/5/2025 | Aviance Capital Partners LLC | 13,484 | $295K | 0.0% | +20.7% | 0.000% | |
8/4/2025 | Waterfront Wealth Inc. | 107,529 | $2.35M | 0.5% | -4.2% | 0.000% | |
8/1/2025 | Petra Financial Advisors Inc. | 27,030 | $592K | 0.4% | +12.2% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 159,273 | $3.49M | 0.0% | +26.0% | 0.000% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 164,879 | $3.61M | 0.7% | -4.8% | 0.000% | |
7/25/2025 | Integrated Capital Management Inc. | 25,321 | $554K | 0.4% | +32.0% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 1,406,687 | $30.79M | 0.1% | +3.5% | 0.000% | |
7/22/2025 | Merit Financial Group LLC | 471,040 | $10.31M | 0.1% | -0.9% | 0.000% | |
7/17/2025 | LexAurum Advisors LLC | 30,939 | $677K | 0.1% | -34.6% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 23,921 | $524K | 0.0% | -7.1% | 0.000% | |
7/17/2025 | Avior Wealth Management LLC | 15,252 | $334K | 0.0% | -49.7% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 88,900 | $1.95M | 0.0% | +8.4% | 0.000% | |
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7/15/2025 | Riverbridge Partners LLC | 39,988 | $875K | 0.0% | +3.8% | 0.000% | |
7/14/2025 | Seed Wealth Management Inc. | 59,620 | $1.31M | 1.0% | -4.9% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 115,377 | $2.53M | 0.0% | +20.8% | 0.000% | |
7/10/2025 | Andrew Hill Investment Advisors Inc. | 27,789 | $608K | 0.5% | +1.7% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 74,679 | $1.64M | 0.0% | +6.0% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 215,992 | $4.59M | 0.3% | +6.3% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 14,689 | $312K | 0.3% | N/A | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 32,008 | $680K | 0.0% | -10.8% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 153,331 | $3.25M | 0.1% | -26.1% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 109,079 | $2.32M | 0.0% | -24.0% | 0.000% | |
5/16/2025 | Almitas Capital LLC | 1,558,862 | $33.10M | 11.0% | +3.9% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 327,919 | $6.96M | 0.6% | +4.1% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 77,587 | $1.65M | 0.0% | -26.4% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 61,461 | $1.31M | 0.0% | -0.8% | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 1,086,346 | $23.06M | 2.4% | +36.0% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 60,461 | $1.28M | 0.1% | +9.9% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 47,015 | $998K | 0.0% | N/A | 0.000% | |
5/14/2025 | Keeley Teton Advisors LLC | 9,450 | $201K | 0.0% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 5,617 | $119K | 0.0% | -18.2% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 138,105 | $2.93M | 0.0% | -7.6% | 0.000% | |
5/13/2025 | Twin Focus Capital Partners LLC | 9,590 | $204K | 0.0% | N/A | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 280,185 | $5.95M | 0.0% | +6.6% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 46,916 | $996K | 0.0% | -20.7% | 0.000% | |
5/12/2025 | Virtu Financial LLC | 14,028 | $298K | 0.0% | N/A | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 70,530 | $1.50M | 0.0% | +22.8% | 0.000% | |
5/9/2025 | Elgethun Capital Management | 132,081 | $2.80M | 0.6% | -0.6% | 0.000% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 14,932 | $317K | 0.1% | +213.5% | 0.000% | |
5/9/2025 | Ackerman Capital Advisors LLC | 14,590 | $310K | 0.1% | -39.8% | 0.000% | |
5/8/2025 | Jefferies Financial Group Inc. | 37,440 | $795K | 0.0% | +49.6% | 0.000% | |
5/7/2025 | LPL Financial LLC | 460,267 | $9.77M | 0.0% | +8.8% | 0.000% | |
5/5/2025 | Covenant Asset Management LLC | 18,490 | $393K | 0.1% | -9.1% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 42,679 | $906K | 0.0% | -1.2% | 0.000% | |
5/2/2025 | Dakota Wealth Management | 82,000 | $1.74M | 0.0% | +15.7% | 0.000% | |
5/1/2025 | CWM LLC | 19,500 | $414K | 0.0% | -31.8% | 0.000% | |
5/1/2025 | Sentinel Trust Co. LBA | 581,696 | $12.35M | 1.5% | +4.2% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 143,450 | $3.05M | 0.0% | -40.5% | 0.000% | |
4/30/2025 | Hara Capital LLC | 97,322 | $2.07M | 1.4% | +1.0% | 0.000% | |
4/30/2025 | M&T Bank Corp | 10,887 | $232K | 0.0% | N/A | 0.000% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 173,181 | $3.68M | 0.7% | +17.6% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 126,408 | $2.68M | 0.0% | +25.6% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 1,563,907 | $33.20M | 1.1% | +11.6% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 11,170 | $237K | 0.0% | +7.5% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 29,667 | $630K | 0.1% | -3.3% | 0.000% | |
4/25/2025 | Waterfront Wealth Inc. | 112,252 | $2.38M | 0.6% | -4.2% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 227,380 | $4.83M | 1.4% | -2.6% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,359,182 | $28.86M | 0.1% | +1.8% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 5,090 | $108K | 0.0% | -37.4% | 0.000% | |
4/23/2025 | Narwhal Capital Management | 423,311 | $8.99M | 0.8% | -3.1% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,997 | $318K | 0.0% | +28.4% | 0.000% | |
4/22/2025 | Petra Financial Advisors Inc. | 24,095 | $512K | 0.4% | +58.6% | 0.000% | |
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4/21/2025 | Avior Wealth Management LLC | 30,311 | $644K | 0.0% | +39.9% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 38,519 | $818K | 0.0% | +10.7% | 0.000% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 103,686 | $2.20M | 0.7% | -9.0% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 25,750 | $547K | 0.0% | -2.8% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 70,482 | $1.50M | 0.0% | +2.0% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 6,436 | $137K | 0.1% | -14.3% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 12,273 | $261K | 0.0% | -29.7% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 95,516 | $2.03M | 0.0% | +20.4% | 0.000% | |
4/14/2025 | LexAurum Advisors LLC | 47,326 | $1.01M | 0.2% | -15.9% | 0.000% | |
4/10/2025 | Maltin Wealth Management Inc. | 113,410 | $2.41M | 1.1% | +12.1% | 0.000% | |