9/4/2025 | Osaic Holdings Inc. | 36,548 | $760K | 0.0% | -1.6% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 137,013 | $2.85M | 0.0% | +12.4% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 46,108 | $959K | 0.0% | +10.7% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 100,031 | $2.08M | 0.0% | -2.0% | 0.000% | |
8/13/2025 | Everstar Asset Management LLC | 33,641 | $700K | 0.4% | -8.2% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 29,644 | $617K | 0.0% | +2.3% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 129,067 | $2.69M | 0.0% | -4.7% | 0.000% | |
7/30/2025 | Cornerstone Advisory LLC | 74,595 | $1.55M | 0.2% | -28.4% | 0.000% | |
7/29/2025 | Chicago Partners Investment Group LLC | 82,150 | $1.67M | 0.0% | +1.2% | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 3,833 | $80K | 0.0% | +65.3% | 0.000% | |
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7/25/2025 | Concord Asset Management LLC VA | 10,605 | $221K | 0.0% | N/A | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 10,566 | $220K | 0.0% | N/A | 0.000% | |
7/25/2025 | MGO One Seven LLC | 376,929 | $7.84M | 0.3% | N/A | 0.000% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 22,185 | $461K | 0.0% | -75.3% | 0.000% | |
7/18/2025 | Truist Financial Corp | 217,961 | $4.53M | 0.0% | +42.2% | 0.000% | |
7/17/2025 | Wagner Wealth Management LLC | 9,727 | $202K | 0.0% | N/A | 0.000% | |
7/14/2025 | E&G Advisors LP | 31,677 | $659K | 0.2% | -3.1% | 0.000% | |
7/11/2025 | Silver Oak Securities Incorporated | 11,196 | $233K | 0.0% | N/A | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 247,567 | $4.87M | 4.6% | N/A | 0.000% | |
5/16/2025 | Everstar Asset Management LLC | 26,605 | $523K | 0.1% | -27.4% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 11,114 | $220K | 0.0% | N/A | 0.000% | |
5/13/2025 | Elequin Capital LP | 3,031 | $60K | 0.0% | +23.5% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 8,375 | $165K | 0.0% | N/A | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 3,255 | $64K | 0.0% | N/A | 0.000% | |
5/9/2025 | Chicago Partners Investment Group LLC | 81,143 | $1.64M | 0.1% | -1.2% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 34,732 | $689K | 0.3% | +133.5% | 0.000% | |
5/7/2025 | Richards Merrill & Peterson Inc. | 3,740 | $74K | 0.0% | -47.6% | 0.000% | |
5/7/2025 | LPL Financial LLC | 100,883 | $1.98M | 0.0% | -1.1% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 104,142 | $2.12M | 0.2% | -46.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 28,965 | $570K | 0.0% | +29.5% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 15,000 | $295K | 0.0% | -3.3% | 0.000% | |
5/1/2025 | Diversify Wealth Management LLC | 14,755 | $292K | 0.0% | -8.7% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 135,421 | $2.66M | 0.0% | +1.6% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,227 | $300K | 0.0% | -6.4% | 0.000% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 89,880 | $1.77M | 0.1% | +87.1% | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 2,000 | $39K | 0.0% | N/A | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 15,660 | $308K | 0.0% | -6.7% | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 195,819 | $3.97M | 0.5% | -32.5% | 0.000% | |
2/18/2025 | Elequin Capital LP | 2,454 | $48K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 22,360 | $438K | 0.0% | +9.5% | 0.000% | |
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2/17/2025 | Bank of America Corp DE | 52,729 | $1.03M | 0.0% | +55.8% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 42,957 | $842K | 0.0% | -10.8% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 13,694 | $268K | 0.0% | +32.7% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 43,880 | $860K | 0.0% | -4.1% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 14,873 | $292K | 0.1% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 106,754 | $2.09M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 133,314 | $2.61M | 0.0% | -7.6% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 15,509 | $304K | 0.0% | -4.5% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 136,348 | $2.67M | 0.0% | -5.6% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 36,641 | $718K | 0.5% | -8.3% | 0.000% | |
2/11/2025 | LPL Financial LLC | 102,047 | $2M | 0.0% | +3.2% | 0.000% | |
2/7/2025 | Sequoia Financial Advisors LLC | 10,628 | $208K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 106,754 | $2.09M | 0.0% | N/A | 0.000% | |
1/31/2025 | Truist Financial Corp | 163,193 | $3.20M | 0.0% | -5.5% | 0.000% | |
1/24/2025 | E&G Advisors LP | 32,977 | $646K | 0.2% | -12.9% | 0.000% | |
1/24/2025 | Chicago Partners Investment Group LLC | 82,148 | $1.62M | 0.1% | -3.4% | 0.000% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 48,040 | $942K | 0.1% | +77.8% | 0.000% | |
1/16/2025 | Diversify Wealth Management LLC | 16,153 | $319K | 0.0% | N/A | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 16,777 | $329K | 0.0% | +3.6% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 45,735 | $952K | 0.0% | -81.4% | 0.000% | |
10/29/2024 | Chicago Partners Investment Group LLC | 85,062 | $1.80M | 0.1% | +7.1% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 17,352 | $361K | 0.0% | -49.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 77,809 | $1.62M | 0.0% | +1,982.1% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 11,391 | $237K | 0.0% | -12.0% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 38,087 | $717K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 433,679 | $8.44M | 0.0% | +2.3% | 0.000% | |
8/16/2024 | Almitas Capital LLC | 501,903 | $9.76M | 4.1% | +83.9% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 348,709 | $6.78M | 0.0% | +2.7% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 17,274 | $336K | 0.0% | +10.6% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 3,737 | $73K | 0.0% | N/A | 0.000% | |
7/19/2024 | Raymond James & Associates | 116,334 | $2.26M | 0.0% | -1.8% | 0.000% | |
7/19/2024 | E&G Advisors LP | 38,227 | $744K | 0.2% | -5.7% | 0.000% | |
7/12/2024 | Opal Wealth Advisors LLC | 2,000 | $39K | 0.0% | N/A | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 27,020 | $526K | 0.0% | -7.8% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 15,478 | $298K | 0.0% | N/A | 0.000% | |
5/9/2024 | SageView Advisory Group LLC | 117,921 | $2.27M | 0.1% | N/A | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,800 | $73K | 0.0% | N/A | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 19,614 | $377K | 0.0% | -5.7% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 79,159 | $1.47M | 0.1% | +7.3% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 594,952 | $10.88M | 1.7% | -7.3% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 58,598 | $1.07M | 0.1% | -52.3% | 0.000% | |
2/12/2024 | Stifel Financial Corp | 246,765 | $4.51M | 0.0% | +6.4% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 29,224 | $534K | 0.0% | -4.4% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 1,430 | $26K | 0.0% | N/A | 0.000% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 20,799 | $380K | 0.0% | +9.7% | 0.000% | |
2/2/2024 | Truist Financial Corp | 421,379 | $7.70M | 0.0% | +1.4% | 0.000% | |
1/25/2024 | E&G Advisors LP | 40,527 | $741K | 0.3% | -9.9% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 92,573 | $1.69M | 0.0% | +1,751.8% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 92,573 | $1.69M | 0.0% | +1,751.8% | 0.000% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 29,320 | $536K | 0.1% | N/A | 0.000% | |
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1/16/2024 | Raymond James & Associates | 131,086 | $2.40M | 0.0% | -14.9% | 0.000% | |
8/14/2023 | CSS LLC IL | 12,112 | $203K | 0.0% | -7.6% | 0.000% | |
8/11/2023 | Almitas Capital LLC | 49,056 | $865K | 0.4% | N/A | 0.000% | |
8/11/2023 | Weiss Asset Management LP | 130,738 | $2.20M | 0.2% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 52,950 | $889K | 0.0% | +9.1% | 0.000% | |
8/10/2023 | Sykon Capital LLC | 11,000 | $185K | 0.1% | N/A | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 31,195 | $524K | 0.0% | +6.9% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 210,782 | $3.54M | 0.1% | +28.4% | 0.000% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 29,320 | $492K | 0.2% | N/A | 0.000% | |
8/8/2023 | Chicago Partners Investment Group LLC | 75,800 | $1.33M | 0.1% | -3.0% | 0.000% | |