5/20/2025 | Focus Partners Wealth | 91,632 | $1.46M | 0.0% | +2.2% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 107,539 | $1.71M | 1.6% | N/A | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 223,778 | $3.55M | 0.1% | -34.4% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 366,550 | $5.84M | 0.5% | +18.1% | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 66,876 | $1.07M | 0.0% | -24.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 163,821 | $2.61M | 0.0% | +4.5% | 0.000% | |
5/15/2025 | Titleist Asset Management LLC | 25,277 | $403K | 0.0% | +7.7% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 144,283 | $2.30M | 0.0% | +2.9% | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 355,738 | $5.67M | 1.9% | -3.4% | 0.000% | |
5/14/2025 | Comerica Bank | 8,615 | $137K | 0.0% | +70.0% | 0.000% | |
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5/13/2025 | Raymond James Financial Inc. | 205,165 | $3.27M | 0.0% | +2.3% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 16,562 | $264K | 0.0% | -77.1% | 0.000% | |
5/12/2025 | Invesco Ltd. | 680,579 | $10.84M | 0.0% | -4.2% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 17,208 | $274K | 0.0% | -10.8% | 0.000% | |
5/8/2025 | US Bancorp DE | 9,401 | $150K | 0.0% | -42.9% | 0.000% | |
5/7/2025 | LPL Financial LLC | 305,114 | $4.86M | 0.0% | -5.7% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 117,333 | $1.87M | 0.0% | -1.4% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 26,647 | $424K | 0.0% | -2.9% | 0.000% | |
5/5/2025 | Csenge Advisory Group | 340,559 | $5.13M | 0.3% | +38.3% | 0.000% | |
5/1/2025 | Whitener Capital Management Inc. | 21,840 | $348K | 0.1% | -13.3% | 0.000% | |
5/1/2025 | Family Firm Inc. | 126,075 | $2.01M | 0.4% | +1.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 431,807 | $6.88M | 0.0% | +19.6% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 22,773 | $363K | 0.0% | -3.8% | 0.000% | |
4/28/2025 | Mountain Capital Investment Advisors Inc. | 62,958 | $954K | 0.2% | -29.4% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 2,100 | $33K | 0.0% | -79.9% | 0.000% | |
4/25/2025 | Mather Group LLC. | 4,617 | $74K | 0.0% | +25.2% | 0.000% | |
4/24/2025 | Elevated Capital Advisors LLC | 122,242 | $1.95M | 0.5% | -8.7% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 39,168 | $624K | 0.1% | -4.4% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 39,376 | $627K | 0.0% | -30.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 17,631 | $281K | 0.0% | +11.3% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 70,150 | $1.12M | 0.8% | -1.0% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 87,962 | $1.40M | 0.0% | -2.3% | 0.000% | |
4/11/2025 | Pines Wealth Management LLC | 17,884 | $262K | 0.1% | +27.6% | 0.000% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 9,573 | $153K | 0.0% | N/A | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 218,569 | $3.48M | 0.2% | +18.6% | 0.000% | |
4/4/2025 | Sage Capital Advisors llc | 21,171 | $337K | 0.1% | -9.1% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 51,415 | $798K | 0.0% | -26.3% | 0.000% | |
2/27/2025 | Chelsea Counsel Co. | 3,125 | $49K | 0.0% | -36.2% | 0.000% | |
2/17/2025 | Millennium Management LLC | 39,196 | $609K | 0.0% | -54.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 118,951 | $1.85M | 0.0% | -4.0% | 0.000% | |
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2/17/2025 | Cary Street Partners Financial LLC | 11,773 | $183K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 140,179 | $2.18M | 0.0% | +23.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 411,276 | $6.39M | 0.0% | -8.3% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 275,817 | $4.28M | 0.0% | -1.3% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 341,171 | $5.30M | 0.1% | -29.6% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 68,715 | $1.07M | 0.0% | +467.2% | 0.000% | |
2/14/2025 | Comerica Bank | 5,067 | $79K | 0.0% | -12.5% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 162,353 | $2.52M | 0.0% | +18.7% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 310,250 | $4.82M | 0.4% | +283.2% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 17,419 | $271K | 0.0% | -12.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 63,427 | $985K | 0.0% | +29.1% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 17,674 | $274K | 0.0% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 572,296 | $8.89M | 0.0% | +14.9% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 200,586 | $3.12M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 710,391 | $11.03M | 0.0% | +11.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 361,091 | $5.61M | 0.0% | +50.7% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 274,282 | $4.26M | 0.1% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 872,516 | $13.55M | 0.0% | +184.7% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 17,064 | $265K | 0.0% | +62.7% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 12,234 | $190K | 0.0% | N/A | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 368,225 | $5.72M | 1.8% | +60.7% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 52,700 | $818K | 0.6% | -7.7% | 0.000% | |
2/11/2025 | LPL Financial LLC | 323,514 | $5.02M | 0.0% | +1.4% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 54,644 | $849K | 0.0% | +4.3% | 0.000% | |
2/10/2025 | Family Firm Inc. | 124,154 | $1.93M | 0.3% | -2.0% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 190,176 | $2.95M | 0.0% | -17.4% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 72,254 | $1.12M | 0.0% | -7.8% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 13,504 | $210K | 0.0% | N/A | 0.000% | |
2/7/2025 | Sowell Financial Services LLC | 127,953 | $1.99M | 0.1% | +4.2% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 200,586 | $3.12M | 0.0% | N/A | 0.000% | |
2/5/2025 | Jacobi Capital Management LLC | 23,260 | $361K | 0.0% | +14.0% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 70,850 | $1.10M | 0.8% | N/A | 0.000% | |
2/5/2025 | US Bancorp DE | 16,456 | $256K | 0.0% | +6.8% | 0.000% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,124 | $173K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 19,283 | $299K | 0.0% | +3.6% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 16,475 | $263K | 0.0% | -43.2% | 0.000% | |
1/30/2025 | Csenge Advisory Group | 246,253 | $3.82M | 0.2% | -0.8% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 37,272 | $579K | 0.0% | N/A | 0.000% | |
1/30/2025 | Guyasuta Investment Advisors Inc. | 18,150 | $282K | 0.0% | +16.0% | 0.000% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,124 | $173K | 0.0% | N/A | 0.000% | |
1/28/2025 | Seamount Financial Group Inc. | 33,900 | $526K | 0.4% | -5.0% | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 37,272 | $579K | 0.0% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 40,979 | $636K | 0.1% | -12.9% | 0.000% | |
1/27/2025 | Choreo LLC | 51,219 | $794K | 0.0% | +93.8% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 23,684 | $368K | 0.0% | +23.8% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 15,841 | $246K | 0.0% | N/A | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 66,025 | $1.03M | 0.1% | +136.6% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 184,214 | $2.86M | 0.1% | +53.1% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 90,024 | $1.40M | 0.0% | +4.7% | 0.000% | |
1/14/2025 | Pines Wealth Management LLC | 14,013 | $220K | 0.1% | N/A | 0.000% | |
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1/13/2025 | Elevated Capital Advisors LLC | 133,918 | $2.08M | 0.6% | -1.4% | 0.000% | |
1/13/2025 | Future Financial Wealth Managment LLC | 5,150 | $80K | 0.1% | -24.8% | 0.000% | |
1/10/2025 | Sage Capital Advisors llc | 23,301 | $362K | 0.1% | -14.2% | 0.000% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 64,795 | $1.06M | 0.0% | -7.2% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 14,336 | $226K | 0.0% | -95.1% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 29,018 | $449K | 0.0% | N/A | 0.000% | |
11/15/2024 | MCIA Inc | 88,997 | $1.41M | 0.3% | +33.3% | 0.000% | |
11/15/2024 | DF Dent & Co. Inc. | 12,298 | $202K | 0.0% | -13.0% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 10,520 | $173K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 136,754 | $2.24M | 0.0% | +461.2% | 0.000% | |