5/2/2025 | Retirement Planning Co of New England Inc. | 10,750 | $172K | 0.0% | N/A | 0.000% | |
4/30/2025 | M&T Bank Corp | 527,275 | $8.45M | 0.0% | -7.9% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 50,291 | $806K | 0.0% | -12.3% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 37,951 | $608K | 0.0% | -21.6% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 31,935 | $512K | 0.0% | -3.8% | 0.000% | |
4/22/2025 | Comprehensive Money Management Services LLC | 19,465 | $312K | 0.3% | +4.0% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 50,439 | $808K | 0.0% | +13.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 10,106 | $162K | 0.0% | N/A | 0.000% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 14,758 | $236K | 0.0% | -8.2% | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 7,429 | $119K | 0.0% | N/A | 0.000% | |
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4/15/2025 | Noble Wealth Management PBC | 46,935 | $752K | 0.5% | +1.6% | 0.000% | |
3/4/2025 | Comprehensive Money Management Services LLC | 18,715 | $280K | 0.2% | N/A | 0.000% | |
2/18/2025 | Elequin Capital LP | 6,161 | $92K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 34,470 | $516K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 48,425 | $725K | 0.0% | -7.3% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 151,705 | $2.27M | 0.0% | +2.1% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 474,527 | $7.11M | 0.0% | -5.1% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 233,662 | $3.49M | 0.0% | +15.1% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,487 | $172K | 0.0% | N/A | 0.000% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 22,599 | $339K | 0.0% | -3.6% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 16,748 | $251K | 0.0% | -9.8% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 14,691 | $220K | 0.0% | -11.0% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 49,536 | $742K | 0.0% | +20.4% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 11,191 | $168K | 0.0% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 14,205 | $213K | 0.0% | N/A | 0.000% | |
2/13/2025 | Broyhill Asset Management | 108,432 | $1.62M | 1.4% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 40,800 | $611K | 0.0% | +9.4% | 0.000% | |
2/13/2025 | Invesco Ltd. | 312,217 | $4.68M | 0.0% | +7.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 48,421 | $725K | 0.0% | +25.1% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 3,695,781 | $55.36M | 1.3% | +4.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 412,790 | $6.18M | 0.0% | -16.1% | 0.000% | |
2/12/2025 | Orleans Capital Management Corp LA | 52,000 | $836K | 0.5% | -2.2% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 67,381 | $1.01M | 0.1% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 119,688 | $1.79M | 0.0% | +7.4% | 0.000% | |
2/11/2025 | Intellus Advisors LLC | 31,467 | $471K | 0.1% | N/A | 0.000% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 26,210 | $393K | 0.0% | -2.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 46,865 | $702K | 0.0% | +3.7% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 56,926 | $853K | 0.0% | +204.2% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 845,069 | $12.66M | 0.0% | N/A | 0.000% | |
2/6/2025 | M&T Bank Corp | 572,209 | $8.57M | 0.0% | +0.2% | 0.000% | |
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2/5/2025 | Noble Wealth Management PBC | 46,175 | $692K | 0.5% | N/A | 0.000% | |
2/4/2025 | Mackay Shields LLC | 156,775 | $2.35M | 0.1% | -4.8% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 11,553 | $173K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 28,923 | $433K | 0.0% | +41.3% | 0.000% | |
1/31/2025 | Truist Financial Corp | 71,365 | $1.07M | 0.0% | -10.5% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 57,348 | $859K | 0.0% | -41.1% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 33,212 | $498K | 0.0% | +23.8% | 0.000% | |
1/24/2025 | Eagle Bluffs Wealth Management LLC | 658,538 | $9.87M | 5.3% | +46.4% | 0.000% | |
1/17/2025 | Riverbridge Partners LLC | 44,278 | $663K | 0.0% | +3.6% | 0.000% | |
1/17/2025 | Transform Wealth LLC | 33,690 | $505K | 0.0% | N/A | 0.000% | |
1/16/2025 | Bayshore Asset Management LLC | 34,470 | $516K | 0.2% | N/A | 0.000% | |
1/15/2025 | Gill Capital Partners LLC | 110,577 | $1.66M | 0.6% | -3.2% | 0.000% | |
1/10/2025 | Bruce G. Allen Investments LLC | 54,881 | $822K | 0.7% | +2.7% | 0.000% | |
11/19/2024 | M&T Bank Corp | 571,090 | $9.49M | 0.0% | -31.2% | 0.000% | |
11/15/2024 | M&T Bank Corp | 571,090 | $9.49M | 0.0% | -31.2% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 14,450 | $240K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 16,515 | $274K | 0.0% | -24.3% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 18,712 | $310K | 0.0% | -7.9% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 11,700 | $194K | 0.0% | N/A | 0.000% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 449,716 | $7.51M | 4.0% | +9.1% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 101,670 | $1.69M | 0.0% | +1,561.0% | 0.000% | |
10/18/2024 | Raymond James & Associates | 160,319 | $2.66M | 0.0% | -2.3% | 0.000% | |
10/9/2024 | Bruce G. Allen Investments LLC | 53,439 | $888K | 0.7% | +1.4% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 16,637 | $276K | 0.0% | -35.5% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 588,621 | $9.13M | 0.0% | +30.3% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 30,563 | $474K | 0.0% | +139.7% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 2,672 | $41K | 0.0% | -32.7% | 0.000% | |
8/1/2024 | GraniteShares Advisors LLC | 121,951 | $1.89M | 0.6% | +14.3% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 44,973 | $698K | 0.0% | +4.6% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 6,121 | $95K | 0.0% | N/A | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 15,792 | $245K | 0.0% | N/A | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 18,000 | $279K | 0.2% | -3.9% | 0.000% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 412,090 | $6.43M | 3.7% | +23.6% | 0.000% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 702,630 | $10.90M | 0.0% | +7.0% | 0.000% | |
7/19/2024 | Raymond James & Associates | 164,015 | $2.54M | 0.0% | -14.4% | 0.000% | |
7/16/2024 | Great Valley Advisor Group Inc. | 17,743 | $275K | 0.0% | -5.3% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 25,794 | $400K | 0.0% | +3.4% | 0.000% | |
7/12/2024 | Bruce G. Allen Investments LLC | 52,703 | $817K | 0.7% | -8.1% | 0.000% | |
7/12/2024 | Opal Wealth Advisors LLC | 6,848 | $106K | 0.0% | -45.8% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 13,567 | $210K | 0.2% | +19.4% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 71,235 | $1.11M | 0.0% | -2.8% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 14,942 | $229K | 0.0% | N/A | 0.000% | |
5/10/2024 | Osaic Holdings Inc. | 547,909 | $8.39M | 0.0% | +1.4% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 17,779 | $272K | 0.0% | +37.0% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 12,120 | $186K | 0.1% | -12.3% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 10,084 | $154K | 0.0% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 43,002 | $659K | 0.0% | +4.8% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 21,725 | $333K | 0.0% | +8.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 656,490 | $10.06M | 0.0% | +7.7% | 0.000% | |
4/22/2024 | GraniteShares Advisors LLC | 106,739 | $1.64M | 0.9% | +14.6% | 0.000% | |
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4/22/2024 | Eagle Bluffs Wealth Management LLC | 333,441 | $5.13M | 3.2% | +13.9% | 0.000% | |
4/11/2024 | Opal Wealth Advisors LLC | 12,644 | $194K | 0.1% | N/A | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 11,358 | $174K | 0.1% | +7.1% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 73,260 | $1.12M | 0.0% | -3.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 22,254 | $351K | 0.0% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 36,202 | $572K | 0.4% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 12,833 | $203K | 0.0% | N/A | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 36,450 | $576K | 0.0% | +2.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 484,917 | $7.66M | 0.0% | -7.4% | 0.000% | |
2/9/2024 | UBS Group AG | 631,591 | $9.97M | 0.0% | +10.7% | 0.000% | |