8/15/2025 | Great Valley Advisor Group Inc. | 10,050 | $159K | 0.0% | -40.2% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 479,774 | $7.59M | 0.0% | -2.0% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 291,204 | $4.61M | 0.0% | -5.5% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 1,038,710 | $16.43M | 0.0% | +4.0% | 0.000% | |
8/14/2025 | NewEdge Advisors LLC | 15,089 | $239K | 0.0% | +19.5% | 0.000% | |
8/14/2025 | BCS Private Wealth Management Inc. | 40,855 | $650K | 0.2% | N/A | 0.000% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 26,215 | $415K | 0.0% | -6.2% | 0.000% | |
8/13/2025 | StoneX Group Inc. | 64,960 | $1.03M | 0.0% | -3.1% | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 153,486 | $2.43M | 0.0% | +0.7% | 0.000% | |
8/13/2025 | First Trust Advisors LP | 54,069 | $855K | 0.0% | +7.2% | 0.000% | |
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8/13/2025 | M&T Bank Corp | 512,230 | $8.10M | 0.0% | -2.9% | 0.000% | |
8/13/2025 | Orleans Capital Management Corp LA | 38,100 | $603K | 0.3% | -7.1% | 0.000% | |
8/12/2025 | Intellus Advisors LLC | 33,127 | $524K | 0.1% | +2.7% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 49,552 | $784K | 0.0% | +2.1% | 0.000% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 26,605 | $421K | 0.4% | +4,349.0% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 41,765 | $661K | 0.0% | +10.0% | 0.000% | |
7/31/2025 | Gill Capital Partners LLC | 100,540 | $1.59M | 0.5% | -1.9% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 46,202 | $731K | 0.0% | -8.1% | 0.000% | |
7/28/2025 | Sagespring Wealth Partners LLC | 35,507 | $562K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 70,424 | $1.11M | 0.0% | -1.7% | 0.000% | |
7/17/2025 | Eagle Bluffs Wealth Management LLC | 746,786 | $11.89M | 5.7% | +3.1% | 0.000% | |
7/15/2025 | Riverbridge Partners LLC | 51,741 | $819K | 0.0% | +2.6% | 0.000% | |
7/9/2025 | Bruce G. Allen Investments LLC | 55,839 | $883K | 0.7% | +1.6% | 0.000% | |
5/19/2025 | Palogic Value Management L.P. | 20,000 | $320K | 0.1% | +42.9% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 12,629 | $202K | 0.0% | +12.8% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 17,951 | $288K | 0.0% | +7.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 19,551 | $313K | 0.0% | -13.6% | 0.000% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 10,750 | $172K | 0.1% | N/A | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 152,481 | $2.44M | 0.0% | +0.5% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 20,000 | $320K | 0.1% | +42.9% | 0.000% | |
5/14/2025 | Comerica Bank | 5,114 | $82K | 0.0% | -23.0% | 0.000% | |
5/14/2025 | Caitlin John LLC | 12,146 | $195K | 0.2% | +45.8% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 999,205 | $16.01M | 0.0% | +18.2% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 3,860,681 | $61.85M | 1.4% | +4.5% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 20,775 | $333K | 0.0% | -63.5% | 0.000% | |
5/12/2025 | Invesco Ltd. | 299,673 | $4.80M | 0.0% | -4.0% | 0.000% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 347,415 | $5.57M | 1.3% | N/A | 0.000% | |
5/9/2025 | Gill Capital Partners LLC | 102,492 | $1.64M | 0.6% | -7.3% | 0.000% | |
5/7/2025 | Eagle Bluffs Wealth Management LLC | 724,021 | $11.67M | 6.2% | +9.9% | 0.000% | |
5/7/2025 | LPL Financial LLC | 129,668 | $2.08M | 0.0% | +8.3% | 0.000% | |
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5/7/2025 | Intellus Advisors LLC | 32,254 | $517K | 0.1% | +2.5% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 15,806 | $253K | 0.0% | N/A | 0.000% | |
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% | |
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% | |
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% | |
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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% | |