8/15/2025 | Corient Private Wealth LLC | 18,841 | $294K | 0.0% | N/A | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 35,599 | $555K | 0.0% | -63.3% | 0.000% | |
8/15/2025 | Balyasny Asset Management L.P. | 25,354 | $395K | 0.0% | N/A | 0.000% | |
8/15/2025 | Bank of America Corp DE | 163,247 | $2.55M | 0.0% | +0.8% | 0.000% | |
8/14/2025 | Jane Street Group LLC | 12,767 | $199K | 0.0% | N/A | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 314,553 | $4.90M | 0.0% | +15.3% | 0.000% | |
8/14/2025 | NewEdge Advisors LLC | 44,365 | $692K | 0.0% | +26.2% | 0.000% | |
8/14/2025 | Cerity Partners LLC | 10,000 | $156K | 0.0% | N/A | 0.000% | |
8/13/2025 | First Trust Advisors LP | 18,311 | $285K | 0.0% | +9.7% | 0.000% | |
8/13/2025 | Invesco Ltd. | 30,552 | $476K | 0.0% | +5.3% | 0.000% | |
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8/12/2025 | Journey Strategic Wealth LLC | 37,561 | $586K | 0.0% | +6.7% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 32,802 | $511K | 0.0% | -5.7% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 25,535 | $398K | 0.0% | +8.3% | 0.000% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 67,358 | $1.05M | 0.2% | +2.5% | 0.000% | |
8/8/2025 | Calamos Advisors LLC | 20,251 | $316K | 0.0% | N/A | 0.000% | |
8/7/2025 | Summit X LLC | 10,087 | $157K | 0.0% | -42.3% | 0.000% | |
8/6/2025 | Wedbush Securities Inc. | 120,468 | $1.88M | 0.1% | +8.0% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 83,413 | $1.30M | 0.5% | N/A | 0.000% | |
8/5/2025 | Aviance Capital Partners LLC | 29,978 | $467K | 0.1% | +17.2% | 0.000% | |
8/4/2025 | World Investment Advisors | 178,410 | $2.78M | 0.1% | -40.4% | 0.000% | |
8/1/2025 | Redwood Park Advisors LLC | 10,674 | $166K | 0.1% | +26.3% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 23,784 | $371K | 0.0% | +35.2% | 0.000% | |
7/31/2025 | Optimum Investment Advisors | 7,983 | $124K | 0.1% | -32.3% | 0.000% | |
7/30/2025 | Journey Advisory Group LLC | 196,673 | $3.07M | 0.2% | -0.5% | 0.000% | |
7/29/2025 | Creekside Partners | 116,059 | $1.81M | 0.9% | +0.6% | 0.000% | |
7/28/2025 | IFC Advisors LLC | 27,883 | $435K | 0.1% | N/A | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 62,055 | $967K | 0.0% | +16.6% | 0.000% | |
7/25/2025 | MGO One Seven LLC | 35,149 | $548K | 0.0% | N/A | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 176,405 | $2.75M | 0.4% | +4.1% | 0.000% | |
7/16/2025 | Maridea Wealth Management LLC | 106,589 | $1.66M | 0.4% | +3.8% | 0.000% | |
7/15/2025 | LeConte Wealth Management LLC | 520,722 | $8.12M | 5.5% | -46.5% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 35,150 | $566K | 0.0% | +18.5% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 579,578 | $9.33M | 0.0% | +12.5% | 0.000% | |
5/14/2025 | Comerica Bank | 29,769 | $479K | 0.0% | +93.7% | 0.000% | |
5/13/2025 | LeConte Wealth Management LLC | 972,938 | $15.66M | 10.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 272,807 | $4.39M | 0.0% | +2.9% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 454,695 | $7.32M | 0.0% | -0.2% | 0.000% | |
5/12/2025 | Invesco Ltd. | 29,027 | $467K | 0.0% | -28.6% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 53,239 | $857K | 0.0% | -31.8% | 0.000% | |
5/7/2025 | Creekside Partners | 115,358 | $1.86M | 1.0% | +0.6% | 0.000% | |
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5/7/2025 | Maridea Wealth Management LLC | 102,676 | $1.65M | 0.5% | +3.5% | 0.000% | |
5/7/2025 | LPL Financial LLC | 89,016 | $1.43M | 0.0% | +26.8% | 0.000% | |
5/6/2025 | Journey Strategic Wealth LLC | 35,196 | $567K | 0.0% | +9.0% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 111,508 | $1.80M | 0.1% | +13.6% | 0.000% | |
5/6/2025 | Redwood Park Advisors LLC | 8,452 | $136K | 0.1% | +10.4% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 12,759 | $205K | 0.0% | N/A | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 19,431 | $313K | 0.0% | -6.9% | 0.000% | |
5/2/2025 | Summit X LLC | 17,475 | $281K | 0.1% | -33.9% | 0.000% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 65,720 | $1.06M | 0.3% | +5.6% | 0.000% | |
4/30/2025 | Optimum Investment Advisors | 11,799 | $190K | 0.1% | -11.2% | 0.000% | |
4/29/2025 | World Investment Advisors | 299,350 | $4.82M | 0.1% | +70.7% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 25,580 | $412K | 0.1% | +23.4% | 0.000% | |
4/24/2025 | Westend Capital Management LLC | 13,541 | $218K | 0.1% | +10.0% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 169,426 | $2.73M | 0.4% | -1.9% | 0.000% | |
4/17/2025 | Precedent Wealth Partners LLC | 12,479 | $201K | 0.1% | N/A | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 14,950 | $241K | 0.0% | -13.7% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 20,337 | $322K | 0.0% | +18.7% | 0.000% | |
2/18/2025 | Fourth Dimension Wealth LLC | 3,100 | $49K | 0.0% | N/A | 0.000% | |
2/18/2025 | Elequin Capital LP | 5,208 | $82K | 0.0% | N/A | 0.000% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 10,621 | $168K | 0.1% | N/A | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 196,171 | $3.11M | 0.0% | +1.8% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 50,762 | $804K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 174,347 | $2.76M | 0.0% | -12.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 75,508 | $1.20M | 0.0% | -15.8% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 20,884 | $331K | 0.1% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 29,650 | $469K | 0.0% | +91.9% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 175,007 | $2.77M | 0.0% | -30.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 49,058 | $777K | 0.0% | -9.2% | 0.000% | |
2/13/2025 | Redwood Park Advisors LLC | 7,659 | $121K | 0.1% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 265,037 | $4.20M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 60,307 | $955K | 0.0% | +307.1% | 0.000% | |
2/13/2025 | Invesco Ltd. | 40,670 | $644K | 0.0% | +119.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 17,404 | $276K | 0.0% | +14.7% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 98,195 | $1.55M | 0.1% | +2.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,877,505 | $29.72M | 0.0% | +16.8% | 0.000% | |
2/12/2025 | World Investment Advisors | 175,370 | $2.78M | 0.1% | +17.6% | 0.000% | |
2/12/2025 | CIBC Private Wealth Group LLC | 9,459 | $150K | 0.0% | -8.8% | 0.000% | |
2/12/2025 | Maridea Wealth Management LLC | 99,233 | $1.57M | 0.5% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 70,216 | $1.11M | 0.0% | +3.8% | 0.000% | |
2/11/2025 | Optimum Investment Advisors | 13,292 | $210K | 0.1% | -15.3% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 18,482 | $293K | 0.0% | N/A | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 3,894 | $62K | 0.0% | +564.5% | 0.000% | |
2/7/2025 | Summit X LLC | 26,445 | $419K | 0.1% | -3.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 455,785 | $7.22M | 0.0% | +1.9% | 0.000% | |
2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 62,212 | $985K | 0.2% | +25.4% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 20,735 | $328K | 0.0% | +8.6% | 0.000% | |
2/6/2025 | Lindbrook Capital LLC | 4,100 | $65K | 0.0% | +57.7% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 265,037 | $4.20M | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 19,450 | $308K | 0.0% | +70.6% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 20,868 | $330K | 0.0% | +25.0% | 0.000% | |
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1/31/2025 | Atria Wealth Solutions Inc. | 78,117 | $1.24M | 0.0% | +23.9% | 0.000% | |
1/30/2025 | Pathway Financial Advisers LLC | 37,610 | $595K | 0.2% | -93.8% | 0.000% | |
1/24/2025 | Journey Strategic Wealth LLC | 32,296 | $511K | 0.0% | +21.4% | 0.000% | |
1/24/2025 | Total Clarity Wealth Management Inc. | 13,932 | $221K | 0.1% | +7.3% | 0.000% | |
1/15/2025 | Westend Capital Management LLC | 12,311 | $195K | 0.1% | +79.0% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 74,414 | $1.18M | 0.1% | +0.9% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 17,136 | $284K | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 149,130 | $2.47M | 0.1% | N/A | 0.000% | |
11/15/2024 | World Investment Advisors LLC | 2,467,831 | $40.94M | 0.2% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 89,624 | $1.49M | 0.0% | -12.1% | 0.000% | |