4/10/2024 | Pathway Financial Advisors LLC | 12,784 | $232K | 0.1% | -36.8% | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 101,657 | $1.67M | 0.0% | N/A | 0.000% | |
2/20/2024 | Quarry LP | 23,084 | $380K | 0.1% | N/A | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 212,260 | $3.49M | 0.0% | -0.8% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 115,752 | $1.91M | 0.0% | -2.1% | 0.000% | |
2/14/2024 | Pathstone Holdings LLC | 14,913 | $245K | 0.0% | N/A | 0.000% | |
|
2/13/2024 | Envestnet Asset Management Inc. | 18,517 | $305K | 0.0% | -3.3% | 0.000% | |
2/13/2024 | Goldman Sachs Group Inc. | 101,657 | $1.67M | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 50,157 | $826K | 0.0% | +5.2% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 35,975 | $592K | 0.0% | -17.4% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 204,998 | $3.37M | 0.0% | -6.7% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 449,193 | $7.39M | 0.0% | +0.3% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 87,261 | $1.44M | 0.0% | -1.2% | 0.000% | |
2/8/2024 | Eudaimonia Partners LLC | 49,550 | $816K | 0.2% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 16,801 | $277K | 0.0% | -6.6% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 2,250 | $37K | 0.0% | -26.2% | 0.000% | |
2/7/2024 | Wealthspire Advisors LLC | 895,076 | $14.73M | 0.2% | -4.5% | 0.000% | |
2/7/2024 | Kayne Anderson Capital Advisors LP | 67,406 | $1.11M | 0.0% | +5.0% | 0.000% | |
2/6/2024 | Spire Wealth Management | 2,949 | $47K | 0.0% | -44.0% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,250 | $37K | 0.0% | +1,025.0% | 0.000% | |
2/5/2024 | Magnus Financial Group LLC | 71,802 | $1.18M | 0.2% | +5.9% | 0.000% | |
2/1/2024 | Pathway Financial Advisors LLC | 20,237 | $333K | 0.1% | -17.6% | 0.000% | |
1/24/2024 | Sowell Financial Services LLC | 63,145 | $1.04M | 0.1% | -14.5% | 0.000% | |
1/19/2024 | Armor Investment Advisors LLC | 61,853 | $1.02M | 0.5% | -9.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 83,313 | $1.37M | 0.0% | -10.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 94,307 | $1.55M | 0.0% | +4.7% | 0.000% | |
11/21/2023 | Comerica Bank | 1,984 | $30K | 0.0% | N/A | 0.000% | |
11/15/2023 | Royal Bank of Canada | 118,286 | $1.79M | 0.0% | +4.3% | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 113,614 | $1.72M | 0.0% | +2.4% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 67,390 | $1.02M | 0.0% | +9.6% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 166,957 | $2.53M | 0.1% | +96.4% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 1,090,614 | $16.51M | 0.4% | +1.2% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 47,669 | $722K | 0.0% | +14.8% | 0.000% | |
11/13/2023 | Retirement Planning Co of New England Inc. | 65,092 | $985K | 0.5% | -11.4% | 0.000% | |
11/13/2023 | LPL Financial LLC | 30,515 | $462K | 0.0% | -2.1% | 0.000% | |
11/13/2023 | Invesco Ltd. | 14,364 | $217K | 0.0% | +5.2% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 19,152 | $290K | 0.0% | -18.3% | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 19,726 | $299K | 0.1% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 619,262 | $9.38M | 0.0% | +4.4% | 0.000% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 64,206 | $972K | 0.0% | -5.9% | 0.000% | |
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11/8/2023 | Pathstone Family Office LLC | 15,940 | $241K | 0.0% | N/A | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 17,984 | $272K | 0.0% | -13.8% | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 12,268 | $186K | 0.0% | N/A | 0.000% | |
11/6/2023 | Wealthspire Advisors LLC | 937,348 | $14.19M | 0.2% | +0.6% | 0.000% | |
11/6/2023 | Nottingham Advisors Inc. | 19,344 | $293K | 0.0% | +9.5% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 3,050 | $46K | 0.0% | N/A | 0.000% | |
10/30/2023 | Pathway Financial Advisors LLC | 24,558 | $372K | 0.1% | -8.1% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 92,785 | $1.41M | 0.0% | -5.2% | 0.000% | |
10/24/2023 | Raymond James & Associates | 90,069 | $1.36M | 0.0% | -15.1% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 219,694 | $3.33M | 0.0% | +0.6% | 0.000% | |
10/23/2023 | Armor Investment Advisors LLC | 67,946 | $1.03M | 0.6% | +3.9% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 35,335 | $535K | 0.0% | +4.7% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 42,263 | $621K | 0.0% | +1.7% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 486,854 | $7.16M | 0.0% | +4.1% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 113,366 | $1.67M | 0.0% | -0.9% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 8,580 | $126K | 0.0% | N/A | 0.000% | |
8/15/2023 | Stifel Financial Corp | 41,539 | $611K | 0.0% | +5.1% | 0.000% | |
8/14/2023 | Sowell Financial Services LLC | 74,423 | $1.09M | 0.1% | +4.3% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 11,304 | $166K | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 32,399 | $476K | 0.0% | -15.5% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 42,263 | $621K | 0.0% | +1.7% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 33,746 | $496K | 0.0% | -6.8% | 0.000% | |
8/9/2023 | Veritable L.P. | 15,661 | $230K | 0.0% | +7.4% | 0.000% | |
8/8/2023 | Prospera Financial Services Inc | 60,442 | $889K | 0.0% | +17.3% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 22,370 | $329K | 0.1% | +91.7% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 23,437 | $345K | 0.0% | -9.3% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 11,860 | $174K | 0.0% | +18.0% | 0.000% | |
8/2/2023 | Bank of Montreal Can | 11,579 | $194K | 0.0% | N/A | 0.000% | |
8/1/2023 | Wealthspire Advisors LLC | 932,031 | $13.70M | 0.2% | +5.2% | 0.000% | |
7/31/2023 | LPL Financial LLC | 31,173 | $458K | 0.0% | -2.0% | 0.000% | |
7/31/2023 | Moloney Securities Asset Management LLC | 61,625 | $906K | 0.2% | -1.3% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 97,878 | $1.44M | 0.0% | -3.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 106,138 | $1.56M | 0.0% | -13.1% | 0.000% | |
7/19/2023 | Armor Investment Advisors LLC | 65,380 | $961K | 0.6% | -18.1% | 0.000% | |
7/19/2023 | Pathway Financial Advisors LLC | 26,732 | $393K | 0.1% | -3.5% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 218,339 | $3.21M | 0.0% | -3.9% | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,049 | $144K | 0.0% | N/A | 0.000% | |
5/22/2023 | Ameriprise Financial Inc. | 99,777 | $1.43M | 0.0% | +9.0% | 0.000% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 40,608 | $582K | 0.0% | -4.7% | 0.000% | |
5/12/2023 | Prospera Financial Services Inc | 51,539 | $739K | 0.0% | +8.5% | 0.000% | |
5/12/2023 | Stifel Financial Corp | 39,527 | $567K | 0.0% | +64.1% | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 196,957 | $2.82M | 0.1% | -27.4% | 0.000% | |
5/12/2023 | UBS Group AG | 612,922 | $8.79M | 0.0% | -4.0% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 227,171 | $3.26M | 0.0% | +5.6% | 0.000% | |
5/11/2023 | Envestnet Asset Management Inc. | 25,826 | $370K | 0.0% | +36.0% | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 36,212 | $519K | 0.0% | -4.7% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 38,361 | $550K | 0.0% | -7.6% | 0.000% | |
5/10/2023 | Magnus Financial Group LLC | 69,026 | $990K | 0.2% | -4.3% | 0.000% | |
5/9/2023 | Wealthspire Advisors LLC | 885,712 | $12.70M | 0.2% | -2.1% | 0.000% | |
5/9/2023 | Armor Investment Advisors LLC | 79,850 | $1.15M | 0.7% | -13.4% | 0.000% | |
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5/8/2023 | Shaker Financial Services LLC | 11,670 | $167K | 0.1% | -46.9% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 7,720 | $111K | 0.0% | N/A | 0.000% | |
5/3/2023 | Axxcess Wealth Management LLC | 60,807 | $872K | 0.1% | +34.0% | 0.000% | |
4/28/2023 | Pathway Financial Advisors LLC | 27,696 | $397K | 0.1% | -5.2% | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 21,129 | $303K | 0.0% | -49.2% | 0.000% | |
4/21/2023 | Retirement Planning Co of New England Inc. | 73,471 | $1.05M | 0.6% | +3.8% | 0.000% | |
4/20/2023 | Daymark Wealth Partners LLC | 10,065 | $144K | 0.0% | N/A | 0.000% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 42,598 | $614K | 0.0% | +13.9% | 0.000% | |
2/15/2023 | Claraphi Advisory Network LLC | 30,870 | $445K | 0.2% | N/A | 0.000% | |
2/15/2023 | Morgan Stanley | 507,600 | $7.32M | 0.0% | +2.0% | 0.000% | |