5/15/2025 | Royal Bank of Canada | 272,574 | $5.11M | 0.0% | +5.5% | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 11,512 | $216K | 0.0% | N/A | 0.000% | |
5/14/2025 | Compound Planning Inc. | 27,214 | $511K | 0.0% | +17.5% | 0.000% | |
5/13/2025 | Elequin Capital LP | 5,514 | $103K | 0.0% | +18.1% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,311,047 | $24.60M | 0.0% | +0.3% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 814,530 | $15.28M | 0.1% | -2.6% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 42,231 | $792K | 0.0% | +8.9% | 0.000% | |
5/12/2025 | Invesco Ltd. | 450,925 | $8.46M | 0.0% | -1.0% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 7,456 | $140K | 0.0% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 21,705 | $407K | 0.0% | +54.9% | 0.000% | |
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5/9/2025 | Shaker Financial Services LLC | 83,649 | $1.57M | 0.6% | +276.6% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 7,531 | $141K | 0.0% | +28.1% | 0.000% | |
5/7/2025 | LPL Financial LLC | 149,519 | $2.81M | 0.0% | +18.7% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 62,309 | $1.17M | 0.0% | +4.1% | 0.000% | |
4/30/2025 | Allworth Financial LP | 88,138 | $1.61M | 0.0% | -6.4% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 281,366 | $5.28M | 0.1% | +11.0% | 0.000% | |
4/28/2025 | Guerra Pan Advisors LLC | 39,565 | $742K | 0.6% | +9.3% | 0.000% | |
4/24/2025 | TPG Advisors LLC | 98,242 | $1.84M | 1.5% | +0.9% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 44,800 | $840K | 0.0% | +4.7% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 459,951 | $8.63M | 0.0% | -7.3% | 0.000% | |
4/22/2025 | OxenFree Capital LLC | 81,202 | $1.52M | 1.2% | -1.7% | 0.000% | |
4/21/2025 | Roman Butler Fullerton & Co. | 193,751 | $3.45M | 1.3% | +1.8% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 7,088 | $133K | 0.0% | +50.4% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 2,619 | $49K | 0.0% | +130,850.0% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 27,381 | $569K | 0.0% | +6.3% | 0.000% | |
2/18/2025 | Elequin Capital LP | 4,669 | $97K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 59,878 | $1.24M | 0.0% | +3.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 580,316 | $12.05M | 0.0% | +5.0% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 239,064 | $4.97M | 0.0% | +12.0% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 836,494 | $17.37M | 0.1% | +2,787.2% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 45,452 | $944K | 0.0% | +6.8% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 22,214 | $461K | 0.2% | -28.9% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 422,280 | $8.77M | 0.1% | -17.0% | 0.000% | |
2/13/2025 | Mariner LLC | 10,801 | $224K | 0.0% | -9.6% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 47,679 | $990K | 0.0% | +17.1% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 1,307,077 | $27.15M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 455,289 | $9.46M | 0.0% | -9.0% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 416,217 | $8.65M | 0.0% | +5.8% | 0.000% | |
2/12/2025 | Huntington National Bank | 1,651 | $34K | 0.0% | +165,000.0% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 13,324 | $277K | 0.2% | -7.6% | 0.000% | |
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2/12/2025 | JPMorgan Chase & Co. | 7,231 | $150K | 0.0% | +16.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 125,960 | $2.62M | 0.0% | +2.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 82,790 | $1.72M | 0.0% | +3.7% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 4,713 | $98K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 1,307,077 | $27.15M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 73,858 | $1.53M | 0.0% | -1.3% | 0.000% | |
2/5/2025 | TPG Advisors LLC | 97,329 | $2.02M | 1.6% | +1.3% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 253,582 | $5.27M | 0.1% | +2.8% | 0.000% | |
2/3/2025 | Ieq Capital LLC | 11,000 | $228K | 0.0% | -5.2% | 0.000% | |
1/31/2025 | Truist Financial Corp | 173,026 | $3.59M | 0.0% | -0.3% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 32,142 | $677K | 0.0% | -12.3% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 189,007 | $3.93M | 0.1% | N/A | 0.000% | |
1/30/2025 | Allworth Financial LP | 94,203 | $2.00M | 0.0% | -26.8% | 0.000% | |
1/30/2025 | Roman Butler Fullerton & Co. | 190,268 | $4.01M | 1.1% | +2.0% | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 189,007 | $3.93M | 0.0% | N/A | 0.000% | |
1/23/2025 | OxenFree Capital LLC | 82,620 | $1.72M | 1.3% | -2.5% | 0.000% | |
1/21/2025 | Guerra Pan Advisors LLC | 36,206 | $752K | 0.5% | +3.6% | 0.000% | |
1/17/2025 | Commons Capital LLC | 14,286 | $297K | 0.3% | +10.9% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 23,168 | $481K | 0.0% | +6.0% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 80,744 | $1.68M | 0.1% | +2.8% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 42,800 | $888K | 0.0% | N/A | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 6,200 | $125K | 0.0% | +100.7% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 25,756 | $513K | 0.0% | +2.4% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 36,650 | $787K | 0.0% | +34.1% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 8,594 | $174K | 0.0% | +8.3% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 28,973 | $584K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 42,570 | $861K | 0.0% | -1.6% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 38,637 | $781K | 0.0% | -27.7% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 40,713 | $824K | 0.0% | +3.6% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 102,352 | $2.07M | 0.1% | -25.9% | 0.000% | |
11/4/2024 | Guerra Pan Advisors LLC | 34,961 | $707K | 0.6% | +10.3% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 31,247 | $632K | 0.2% | -57.4% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 246,634 | $4.99M | 0.1% | +1.9% | 0.000% | |
10/29/2024 | Roman Butler Fullerton & Co. | 186,611 | $3.77M | 1.1% | +2.1% | 0.000% | |
10/29/2024 | Fort Pitt Capital Group LLC | 827,681 | $16.74M | 0.5% | -1.1% | 0.000% | |
10/28/2024 | TPG Advisors LLC | 96,046 | $1.94M | 1.5% | +3.3% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 48,519 | $982K | 0.1% | +4.7% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 4,750 | $96K | 0.0% | N/A | 0.000% | |
10/23/2024 | Allworth Financial LP | 128,650 | $2.60M | 0.0% | -51.5% | 0.000% | |
10/18/2024 | Raymond James & Associates | 693,650 | $14.03M | 0.0% | +6.0% | 0.000% | |
10/10/2024 | OxenFree Capital LLC | 84,697 | $1.71M | 1.3% | +5.0% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 21,861 | $442K | 0.0% | +9.6% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 27,329 | $483K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 56,740 | $1.10M | 0.0% | +12.9% | 0.000% | |
8/21/2024 | Truist Financial Corp | 173,145 | $3.36M | 0.0% | -2.4% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 25,160 | $489K | 0.0% | N/A | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 7,938 | $154K | 0.0% | +239.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 33,478 | $650K | 0.0% | +1.7% | 0.000% | |
8/13/2024 | TPG Advisors LLC | 92,953 | $1.81M | 1.5% | N/A | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 138,208 | $2.69M | 0.1% | -38.9% | 0.000% | |
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8/6/2024 | Strategic Financial Concepts LLC | 173,604 | $34K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 73,314 | $1.42M | 0.6% | +91.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 80,152 | $1.56M | 0.0% | -2.6% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 242,015 | $4.70M | 0.2% | +51.6% | 0.000% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 12,500 | $240K | 0.0% | +857.9% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 41,500 | $806K | 0.0% | N/A | 0.000% | |
7/29/2024 | Ameritas Advisory Services LLC | 78,531 | $1.53M | 0.1% | -2.8% | 0.000% | |
7/27/2024 | Fort Pitt Capital Group LLC | 836,669 | $16.26M | 0.5% | -4.5% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 19,944 | $388K | 0.0% | N/A | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 455,571 | $8.85M | 0.0% | +0.8% | 0.000% | |