7/11/2025 | Congress Park Capital LLC | 425,000 | $5.07M | 1.7% | -5.6% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 16,783 | $200K | 0.0% | +1,132.2% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 79,427 | $956K | 0.0% | +4.1% | 0.000% | |
7/9/2025 | Balefire LLC | 21,993 | $262K | 0.1% | +30.7% | 0.000% | |
7/9/2025 | Boyum Wealth Architects LLC | 12,723 | $152K | 0.1% | N/A | 0.000% | |
7/8/2025 | Melone Private Wealth LLC | 95,035 | $1.13M | 0.6% | +2.3% | 0.000% | |
6/27/2025 | Goldman Sachs Group Inc. | 48,005 | $594K | 0.0% | N/A | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 12,678 | $157K | 0.0% | N/A | 0.000% | |
5/20/2025 | Focus Partners Wealth | 71,286 | $883K | 0.0% | +202.1% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 93,713 | $1.16M | 1.1% | N/A | 0.000% | |
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5/19/2025 | Palogic Value Management L.P. | 213,941 | $2.65M | 1.1% | +22.6% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 48,005 | $594K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 523,589 | $6.48M | 0.1% | -0.3% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 422,575 | $5.23M | 0.0% | +2.1% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 66,745 | $826K | 0.0% | +11.1% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 213,941 | $2.65M | 1.1% | +22.6% | 0.000% | |
5/15/2025 | Broyhill Asset Management LLC | 254,418 | $3.15M | 2.6% | +1.6% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,370,374 | $16.97M | 0.2% | +6.8% | 0.000% | |
5/14/2025 | North Ground Capital | 178,832 | $2.11M | 2.1% | -10.6% | 0.000% | |
5/14/2025 | Westchester Capital Management LLC | 123,412 | $1.53M | 0.1% | N/A | 0.000% | |
5/14/2025 | Napa Wealth Management | 66,740 | $826K | 0.5% | -9.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 97,556 | $1.21M | 0.0% | +26.7% | 0.000% | |
5/14/2025 | Haverford Trust Co | 16,133 | $200K | 0.0% | -6.8% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 146,844 | $1.82M | 0.0% | -42.8% | 0.000% | |
5/14/2025 | Gould Capital LLC | 169,181 | $2.09M | 1.5% | +2.2% | 0.000% | |
5/14/2025 | CW Advisors LLC | 10,450 | $129K | 0.0% | -78.4% | 0.000% | |
5/14/2025 | Summit Financial LLC | 46,063 | $570K | 0.0% | +3.1% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,089,653 | $13.49M | 0.0% | +13.7% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 461,268 | $5.71M | 0.1% | -47.2% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 354,963 | $4.39M | 0.0% | -30.8% | 0.000% | |
5/12/2025 | Invesco Ltd. | 171,384 | $2.12M | 0.0% | +1.3% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 21,077 | $261K | 0.0% | -22.2% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 51,469 | $637K | 0.2% | +6.8% | 0.000% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 209,846 | $2.60M | 0.6% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 28,963 | $361K | 0.0% | N/A | 0.000% | |
5/9/2025 | Ranch Capital Advisors Inc. | 45,674 | $566K | 0.3% | -7.9% | 0.000% | |
5/9/2025 | Powell Investment Advisors LLC | 12,466 | $155K | 0.1% | -36.2% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 41,494 | $514K | 0.0% | +27.7% | 0.000% | |
5/8/2025 | US Bancorp DE | 5,465 | $68K | 0.0% | -63.2% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 43,202 | $535K | 0.0% | +7.8% | 0.000% | |
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5/8/2025 | First Foundation Advisors | 11,150 | $138K | 0.0% | N/A | 0.000% | |
5/7/2025 | Fiera Capital Corp | 152,208 | $1.88M | 0.0% | -8.2% | 0.000% | |
5/7/2025 | Foundations Investment Advisors LLC | 12,494 | $155K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 855,155 | $10.59M | 0.0% | +24.2% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 482,157 | $5.79M | 0.7% | +13.1% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 204,086 | $2.53M | 1.6% | -24.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 153,040 | $1.90M | 0.0% | -5.4% | 0.000% | |
5/6/2025 | Morling Financial Advisors LLC | 13,486 | $167K | 0.1% | -26.9% | 0.000% | |
5/6/2025 | Pinnacle Associates Ltd. | 98,883 | $1.22M | 0.0% | +3.4% | 0.000% | |
5/5/2025 | Gries Financial LLC | 15,033 | $186K | 0.0% | N/A | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 255,261 | $3.16M | 0.1% | +863.0% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 19,738 | $244K | 0.0% | -22.3% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 40,672 | $504K | 0.0% | +4.1% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 41,471 | $513K | 0.0% | N/A | 0.000% | |
5/2/2025 | Tectonic Advisors LLC | 73,310 | $908K | 0.1% | +1.2% | 0.000% | |
5/1/2025 | Left Brain Wealth Management LLC | 31,250 | $387K | 0.2% | +37.1% | 0.000% | |
5/1/2025 | CWM LLC | 33,001 | $409K | 0.0% | +4.7% | 0.000% | |
4/30/2025 | Silverlake Wealth Management LLC | 68,230 | $845K | 0.3% | +14.4% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 49,659 | $615K | 0.0% | -2.5% | 0.000% | |
4/30/2025 | Stratos Wealth Advisors LLC | 59,520 | $737K | 0.0% | -8.7% | 0.000% | |
4/30/2025 | Lee Johnson Capital Management LLC | 13,507 | $167K | 0.1% | N/A | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 19,144 | $237K | 0.0% | +14.7% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 10,115 | $125K | 0.0% | N/A | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 6,338 | $78K | 0.0% | N/A | 0.000% | |
4/29/2025 | Mackay Shields LLC | 2,423,683 | $30.01M | 1.0% | -1.6% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 26,307 | $326K | 0.0% | +11.9% | 0.000% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 2,301 | $28K | 0.0% | N/A | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 31,765 | $393K | 0.0% | -6.4% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 4,797 | $59K | 0.0% | +464.4% | 0.000% | |
4/23/2025 | Spire Wealth Management | 11,000 | $136K | 0.0% | -26.7% | 0.000% | |
4/23/2025 | Global Assets Advisory LLC | 11,283 | $133K | 0.0% | N/A | 0.000% | |
4/23/2025 | Chapin Davis Inc. | 16,841 | $208K | 0.1% | +21.7% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 105,508 | $1.31M | 0.0% | -1.6% | 0.000% | |
4/22/2025 | XML Financial LLC | 13,500 | $167K | 0.0% | +11.1% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 163,498 | $2.02M | 0.0% | -20.2% | 0.000% | |
4/22/2025 | Kennedy Investment Group | 259,627 | $3.21M | 1.5% | -16.0% | 0.000% | |
4/22/2025 | World Equity Group Inc. | 14,910 | $185K | 0.1% | -36.8% | 0.000% | |
4/22/2025 | PFG Investments LLC | 26,680 | $330K | 0.0% | -28.3% | 0.000% | |
4/22/2025 | Congress Park Capital LLC | 450,000 | $5.57M | 2.1% | +3.4% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 14,264 | $177K | 0.0% | +37.9% | 0.000% | |
4/17/2025 | FNY Investment Advisers LLC | 3,800 | $47K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 34,918 | $432K | 0.0% | +16.7% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 73,337 | $908K | 0.0% | +5.7% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 76,312 | $945K | 0.0% | +6.2% | 0.000% | |
4/15/2025 | CX Institutional | 19,500 | $241K | 0.0% | N/A | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 34,119 | $422K | 0.0% | +15.7% | 0.000% | |
4/14/2025 | Pallas Capital Advisors LLC | 61,390 | $760K | 0.0% | -23.9% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 116,232 | $1.44M | 0.0% | -4.8% | 0.000% | |
4/11/2025 | Melone Private Wealth LLC | 92,904 | $1.15M | 0.6% | +25.2% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,493,147 | $18.49M | 0.8% | +9.4% | 0.000% | |
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4/9/2025 | NBC Securities Inc. | 21,022 | $260K | 0.0% | +95,454.5% | 0.000% | |
4/9/2025 | American National Bank & Trust | 12,763 | $158K | 0.0% | N/A | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 126,246 | $1.56M | 0.1% | -10.3% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 71,886 | $881K | 0.0% | +55.4% | 0.000% | |
3/12/2025 | Palogic Value Management L.P. | 174,441 | $2.14M | 0.1% | +12.6% | 0.000% | |
2/21/2025 | Gould Capital LLC | 165,617 | $2.03M | 1.4% | -1.4% | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 426,182 | $5.39M | 0.6% | +17.9% | 0.000% | |
2/18/2025 | Elequin Capital LP | 9,496 | $116K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 155,524 | $1.91M | 0.0% | N/A | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 25,500 | $313K | 0.0% | N/A | 0.000% | |