4/19/2024 | Advisor Resource Council | 16,115 | $88K | 0.0% | N/A | 0.000% | |
4/18/2024 | Quattro Financial Advisors LLC | 50,124 | $270K | 0.1% | +1,002,380.0% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 137,952 | $742K | 0.1% | +4.1% | 0.000% | |
4/15/2024 | Investment Partners Asset Management Inc. | 258,967 | $1.39M | 1.3% | -7.4% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 10,000 | $54K | 0.0% | -75.1% | 0.000% | |
4/11/2024 | Cooper Financial Group | 202,322 | $1.09M | 0.2% | +5.2% | 0.000% | |
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4/10/2024 | Park Avenue Securities LLC | 51,627 | $278K | 0.0% | +29.7% | 0.000% | |
4/9/2024 | Stolper Co | 102,619 | $552K | 0.2% | +10.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 22,500 | $122K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 36,482 | $198K | 0.0% | -34.2% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,644 | $85K | 0.0% | -22.5% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 11,412 | $62K | 0.0% | N/A | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 35,728 | $194K | 0.0% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 74,613 | $405K | 0.9% | N/A | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 35,249 | $191K | 0.0% | -13.5% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 12,444 | $68K | 0.0% | -44.7% | 0.000% | |
2/20/2024 | Quarry LP | 145,805 | $792K | 0.1% | +3.5% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 239,243 | $1.30M | 0.4% | N/A | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 221,400 | $1.20M | 0.6% | N/A | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 82,748 | $449K | 0.0% | -18.5% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 55,580 | $302K | 0.0% | N/A | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 867,281 | $4.71M | 0.4% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 11,745 | $64K | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,425,885 | $7.74M | 0.0% | +8.6% | 0.000% | |
2/9/2024 | Coldstream Capital Management Inc. | 15,282 | $83K | 0.0% | +17.7% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 17,804 | $97K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 4,668,688 | $25.35M | 0.0% | -4.4% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 24,077 | $131K | 0.0% | -53.6% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 182,501 | $991K | 0.0% | +20.7% | 0.000% | |
2/6/2024 | Alterna Wealth Management Inc. | 15,200 | $83K | 0.1% | N/A | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 50,213 | $273K | 0.0% | -15.5% | 0.000% | |
2/5/2024 | WealthTrust Axiom LLC | 303,259 | $1.65M | 0.6% | -2.1% | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 74,792 | $406K | 0.0% | -26.8% | 0.000% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 208,028 | $1.13M | 0.3% | +6.6% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 10,091 | $55K | 0.0% | -52.4% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 406,544 | $2.21M | 0.0% | +1,013.7% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 13,524 | $73K | 0.0% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 52,252 | $284K | 0.2% | -48.0% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 32,588 | $177K | 0.4% | N/A | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 279,679 | $1.52M | 1.5% | N/A | 0.000% | |
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1/25/2024 | Blue Bell Private Wealth Management LLC | 5,700 | $31K | 0.0% | N/A | 0.000% | |
1/24/2024 | Clear Creek Financial Management LLC | 49,000 | $266K | 0.0% | -7.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 92,743 | $504K | 0.0% | -35.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 103,736 | $563K | 0.0% | -20.6% | 0.000% | |
1/16/2024 | Cooper Financial Group | 192,308 | $1.04M | 0.2% | +1.9% | 0.000% | |
1/12/2024 | Stolper Co | 93,248 | $506K | 0.2% | +5.5% | 0.000% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 77,464 | $417K | 0.0% | +52.4% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 40,749 | $183K | 0.0% | +154.1% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 892,598 | $4.02M | 0.1% | -20.8% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 348,939 | $1.57M | 0.1% | -6.3% | 0.000% | |
11/14/2023 | Clough Capital Partners L P | 424,282 | $1.91M | 0.2% | -16.9% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 182,087 | $819K | 0.5% | -10.7% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 36,503 | $164K | 0.0% | -84.1% | 0.000% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 12,964 | $58K | 0.0% | N/A | 0.000% | |
11/9/2023 | Karpus Management Inc. | 645,069 | $2.90M | 0.1% | -2.5% | 0.000% | |
11/9/2023 | UBS Group AG | 4,884,007 | $21.98M | 0.0% | -2.0% | 0.000% | |
11/8/2023 | Burney Co. | 26,223 | $118K | 0.0% | -25.4% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 21,192 | $95K | 0.0% | N/A | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 104,945 | $472K | 0.1% | -59.5% | 0.000% | |
11/8/2023 | Pinnacle Wealth Planning Services Inc. | 25,266 | $114K | 0.0% | +10.5% | 0.000% | |
11/7/2023 | abrdn plc | 193,046 | $869K | 0.0% | -68.9% | 0.000% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 527,331 | $2.37M | 2.5% | +21.7% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 51,893 | $234K | 0.0% | +57.4% | 0.000% | |
11/4/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 195,132 | $878K | 0.3% | +22.5% | 0.000% | |
11/3/2023 | MGO One Seven LLC | 28,959 | $130K | 0.0% | +12.5% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 151,235 | $681K | 0.0% | +15.0% | 0.000% | |
11/3/2023 | WealthTrust Axiom LLC | 309,661 | $1.39M | 0.5% | -1.1% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 193,400 | $870K | 0.4% | N/A | 0.000% | |
10/30/2023 | Arete Wealth Advisors LLC | 19,019 | $86K | 0.0% | N/A | 0.000% | |
10/30/2023 | SFI Advisors LLC | 100,399 | $452K | 0.4% | +8.0% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 46,757 | $210K | 0.0% | +8.5% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 33,743 | $152K | 0.0% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 143,548 | $646K | 0.0% | -4.1% | 0.000% | |
10/24/2023 | Raymond James & Associates | 130,688 | $588K | 0.0% | -5.6% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 180,389 | $812K | 0.0% | -4.2% | 0.000% | |
10/18/2023 | Roman Butler Fullerton & Co. | 258,540 | $1.13M | 0.5% | +2.6% | 0.000% | |
10/17/2023 | Flagship Harbor Advisors LLC | 1,143,628 | $5.15M | 0.4% | +5.5% | 0.000% | |
10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 109,039 | $491K | 0.1% | +16.2% | 0.000% | |
10/13/2023 | Cooper Financial Group | 188,672 | $849K | 0.2% | -1.4% | 0.000% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 50,817 | $229K | 0.0% | +28.1% | 0.000% | |
8/18/2023 | SFI Advisors LLC | 92,930 | $486K | 0.5% | -7.0% | 0.000% | |
8/16/2023 | TD Capital Management LLC | 5,120 | $27K | 0.0% | N/A | 0.000% | |
8/15/2023 | Quarry LP | 132,600 | $693K | 0.2% | N/A | 0.000% | |
8/14/2023 | CSS LLC IL | 37,576 | $197K | 0.0% | -50.3% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 14,513 | $76K | 0.0% | N/A | 0.000% | |
8/14/2023 | Hunting Hill Global Capital LLC | 472,618 | $2.47M | 0.8% | -90.1% | 0.000% | |
8/11/2023 | Karpus Management Inc. | 661,278 | $3.46M | 0.1% | N/A | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 115,238 | $604K | 0.0% | -73.3% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 259,211 | $1.36M | 0.2% | N/A | 0.000% | |
8/11/2023 | Roumell Asset Management LLC | 395,000 | $2.07M | 4.1% | N/A | 0.000% | |
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8/11/2023 | D.A. Davidson & CO. | 15,550 | $81K | 0.0% | -64.6% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 775,925 | $4.06M | 0.0% | +2.5% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 131,544 | $727K | 0.0% | +268.5% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 134,725 | $705K | 0.0% | -44.6% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 9,746,330 | $50.97M | 1.3% | +53.3% | 0.000% | |
8/10/2023 | Burney Co. | 35,132 | $184K | 0.0% | -49.9% | 0.000% | |
8/9/2023 | Meridian Investment Counsel Inc. | 17,000 | $89K | 0.0% | -55.5% | 0.000% | |
8/9/2023 | Center for Financial Planning Inc. | 12,214 | $64K | 0.0% | N/A | 0.000% | |
8/9/2023 | Holistic Financial Partners | 14,440 | $76K | 0.1% | -50.0% | 0.000% | |
8/8/2023 | Balboa Wealth Partners | 12,471 | $65K | 0.0% | N/A | 0.000% | |