5/21/2025 | Geneos Wealth Management Inc. | 19,340 | $237K | 0.0% | +277.7% | 0.000% | |
5/19/2025 | Palogic Value Management L.P. | 41,710 | $510K | 0.2% | +4.6% | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 23,020 | $282K | 0.0% | -35.6% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 172,052 | $2.10M | 0.0% | -4.0% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 86,351 | $1.06M | 0.0% | +4.2% | 0.000% | |
5/16/2025 | Hancock Whitney Corp | 12,297 | $150K | 0.0% | -25.8% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 767,115 | $9.38M | 0.0% | +4.0% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 54,855 | $671K | 0.0% | +24.8% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 41,710 | $510K | 0.2% | +4.6% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 2,272 | $28K | 0.0% | N/A | 0.000% | |
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5/14/2025 | Guggenheim Capital LLC | 1,290,351 | $15.78M | 0.1% | -0.7% | 0.000% | |
5/14/2025 | North Ground Capital | 169,251 | $2.01M | 2.0% | +1.7% | 0.000% | |
5/14/2025 | Comerica Bank | 24,684 | $302K | 0.0% | -14.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 122,347 | $1.50M | 0.0% | +11.1% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 390,298 | $4.77M | 0.0% | +36.4% | 0.000% | |
5/14/2025 | Gould Capital LLC | 76,321 | $933K | 0.7% | -4.0% | 0.000% | |
5/14/2025 | Venture Visionary Partners LLC | 58,377 | $714K | 0.0% | -2.1% | 0.000% | |
5/13/2025 | Elequin Capital LP | 8,235 | $101K | 0.0% | -79.7% | 0.000% | |
5/13/2025 | Compass Financial Group INC SD | 82,387 | $1.01M | 0.2% | -8.6% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 867,937 | $10.62M | 0.0% | +18.3% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 322,593 | $3.95M | 0.1% | -34.3% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 445,789 | $5.45M | 0.0% | -25.4% | 0.000% | |
5/12/2025 | Invesco Ltd. | 172,911 | $2.12M | 0.0% | +1.5% | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 29,969 | $369K | 0.0% | N/A | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 269,083 | $3.29M | 0.4% | -18.3% | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 46,000 | $561K | 0.2% | +124.4% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 56,881 | $696K | 0.0% | +21.6% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 20,036 | $245K | 0.0% | +18.2% | 0.000% | |
5/8/2025 | ProVise Management Group LLC | 17,422 | $213K | 0.0% | -5.2% | 0.000% | |
5/8/2025 | US Bancorp DE | 38,007 | $465K | 0.0% | -5.2% | 0.000% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 13,036 | $159K | 0.0% | -24.0% | 0.000% | |
5/7/2025 | Fiera Capital Corp | 417,988 | $5.11M | 0.0% | -5.6% | 0.000% | |
5/7/2025 | LPL Financial LLC | 674,783 | $8.25M | 0.0% | +15.9% | 0.000% | |
5/7/2025 | Intellus Advisors LLC | 84,643 | $1.04M | 0.2% | -3.1% | 0.000% | |
5/7/2025 | Rareview Capital LLC | 398,965 | $4.88M | 3.1% | -2.5% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 475,214 | $5.81M | 0.0% | +3.2% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 26,460 | $324K | 0.0% | +35.5% | 0.000% | |
5/6/2025 | Kovack Advisors Inc. | 15,143 | $185K | 0.0% | N/A | 0.000% | |
5/6/2025 | Wakefield Asset Management LLLP | 148,206 | $1.81M | 0.5% | +0.7% | 0.000% | |
5/6/2025 | Choreo LLC | 38,250 | $471K | 0.0% | -24.0% | 0.000% | |
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5/5/2025 | Edgemoor Investment Advisors Inc. | 190,302 | $2.33M | 0.2% | +24.2% | 0.000% | |
5/5/2025 | Csenge Advisory Group | 32,092 | $372K | 0.0% | -22.5% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 71,255 | $871K | 0.0% | -3.7% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 5,422 | $66K | 0.0% | -27.0% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 19,846 | $243K | 0.2% | N/A | 0.000% | |
5/1/2025 | Greatmark Investment Partners Inc. | 302,300 | $3.70M | 0.5% | +6.0% | 0.000% | |
4/30/2025 | Silverlake Wealth Management LLC | 55,927 | $684K | 0.3% | +19.8% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 30,312 | $371K | 0.0% | -23.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 96,569 | $1.18M | 0.0% | -70.9% | 0.000% | |
4/29/2025 | Summit Financial Consulting LLC | 20,841 | $255K | 0.2% | N/A | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 10,076 | $123K | 0.0% | N/A | 0.000% | |
4/29/2025 | HM Payson & Co. | 2,517 | $31K | 0.0% | -39.7% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 26,226 | $321K | 0.0% | -18.1% | 0.000% | |
4/29/2025 | Mackay Shields LLC | 2,979,590 | $36.44M | 1.2% | -2.2% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 25,347 | $310K | 0.0% | +10.9% | 0.000% | |
4/28/2025 | North Capital Inc. | 5,254 | $64K | 0.1% | N/A | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 34,424 | $421K | 0.0% | +5.5% | 0.000% | |
4/25/2025 | Uniting Wealth Partners LLC | 10,063 | $123K | 0.1% | -29.0% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 261,673 | $3.20M | 0.0% | -3.8% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 24,747 | $303K | 0.0% | +107.9% | 0.000% | |
4/22/2025 | Petra Financial Advisors Inc. | 118,197 | $1.45M | 1.2% | -3.5% | 0.000% | |
4/22/2025 | Congress Park Capital LLC | 637,500 | $7.80M | 3.0% | +1.5% | 0.000% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 67,945 | $831K | 0.3% | -8.1% | 0.000% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,298 | $124K | 0.0% | N/A | 0.000% | |
4/17/2025 | Kercheville Advisors LLC | 12,000 | $147K | 0.1% | +9.1% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 74,206 | $908K | 0.0% | -5.8% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 58,782 | $719K | 0.0% | +24.3% | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 3,168 | $39K | 0.0% | -55.9% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 54,222 | $663K | 0.5% | -5.7% | 0.000% | |
4/15/2025 | CX Institutional | 27,200 | $333K | 0.0% | N/A | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 17,788 | $218K | 0.0% | -93.4% | 0.000% | |
4/11/2025 | Permanent Capital Management LP | 11,381 | $140K | 0.0% | -8.3% | 0.000% | |
4/11/2025 | Melone Private Wealth LLC | 766,435 | $9.37M | 4.9% | +5.2% | 0.000% | |
4/10/2025 | Lake Street Private Wealth LLC | 140,750 | $1.72M | 0.3% | +19.5% | 0.000% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 65,321 | $799K | 0.2% | +18.2% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,599,474 | $19.56M | 0.9% | +7.0% | 0.000% | |
4/10/2025 | Whipplewood Advisors LLC | 68,474 | $837K | 0.3% | +59.3% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 26,207 | $321K | 0.0% | +81.2% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 2,684 | $32K | 0.0% | +134,100.0% | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 113,410 | $1.39M | 0.1% | -13.1% | 0.000% | |
2/28/2025 | Park Square Financial Group LLC | 3,561 | $43K | 0.0% | N/A | 0.000% | |
2/21/2025 | Gould Capital LLC | 79,518 | $968K | 0.7% | -1.8% | 0.000% | |
2/18/2025 | Fourth Dimension Wealth LLC | 4,267 | $52K | 0.0% | N/A | 0.000% | |
2/18/2025 | Novem Group | 12,500 | $152K | 0.0% | N/A | 0.000% | |
2/18/2025 | Elequin Capital LP | 40,523 | $493K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 150,962 | $1.84M | 0.0% | N/A | 0.000% | |
2/17/2025 | Quantinno Capital Management LP | 14,269 | $174K | 0.0% | N/A | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,718,101 | $20.99M | 0.1% | -40.1% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 19,300 | $235K | 0.0% | N/A | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 323,328 | $3.94M | 0.5% | +39.0% | 0.000% | |
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2/17/2025 | CoreCap Advisors LLC | 3,065 | $37K | 0.0% | -36.5% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 460,698 | $5.61M | 0.0% | +12.6% | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 67,388 | $820K | 0.0% | +3.4% | 0.000% | |
2/17/2025 | CF Capital LLC | 166,356 | $2.03M | 2.2% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,816,097 | $34.27M | 0.0% | +5.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 145,699 | $1.77M | 0.0% | -4.9% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 10,733 | $131K | 0.0% | -34.2% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 19,197 | $234K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 28,731 | $350K | 0.0% | -18.8% | 0.000% | |
2/14/2025 | Northern Trust Corp | 25,577 | $311K | 0.0% | +7.4% | 0.000% | |