5/16/2025 | Integrated Wealth Concepts LLC | 20,968 | $337K | 0.0% | N/A | 0.000% | |
5/15/2025 | Royal Bank of Canada | 423,621 | $6.80M | 0.0% | +21.8% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 250,000 | $4.02M | 0.0% | N/A | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 380,600 | $6.11M | 2.1% | +6.2% | 0.000% | |
5/14/2025 | Comerica Bank | 26,308 | $423K | 0.0% | +2.8% | 0.000% | |
5/14/2025 | SVB Wealth LLC | 1,721 | $28K | 0.0% | N/A | 0.000% | |
5/12/2025 | SouthState Corp | 10,650 | $171K | 0.0% | +13.9% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,875 | $484K | 0.0% | +6.0% | 0.000% | |
5/8/2025 | XTX Topco Ltd | 17,977 | $289K | 0.0% | -23.5% | 0.000% | |
5/7/2025 | LPL Financial LLC | 117,234 | $1.88M | 0.0% | -5.7% | 0.000% | |
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5/6/2025 | Cetera Investment Advisers | 21,293 | $342K | 0.0% | +36.7% | 0.000% | |
5/6/2025 | Journey Strategic Wealth LLC | 82,588 | $1.33M | 0.0% | +21.7% | 0.000% | |
5/6/2025 | Choreo LLC | 85,800 | $1.39M | 0.0% | +4.6% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 45,118 | $725K | 0.0% | N/A | 0.000% | |
5/1/2025 | Corrado Advisors LLC | 126,208 | $2.03M | 1.4% | +3.0% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 51,138 | $821K | 0.0% | +2.3% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 351,375 | $5.64M | 0.0% | +18.6% | 0.000% | |
4/29/2025 | World Investment Advisors | 263,610 | $4.23M | 0.1% | +92.1% | 0.000% | |
4/29/2025 | Element Wealth LLC | 219,979 | $3.53M | 1.9% | -3.6% | 0.000% | |
4/23/2025 | SOL Capital Management CO | 1,381,535 | $22.19M | 2.4% | +5.1% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 99,391 | $1.60M | 0.3% | +27.8% | 0.000% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 2,747 | $44K | 0.0% | N/A | 0.000% | |
4/22/2025 | PFG Investments LLC | 13,109 | $211K | 0.0% | +14.9% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 67,162 | $1.08M | 0.7% | +795.5% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 10,800 | $173K | 0.0% | -15.6% | 0.000% | |
2/18/2025 | Novem Group | 20,755 | $317K | 0.0% | N/A | 0.000% | |
2/18/2025 | Continuum Advisory LLC | 2,601 | $40K | 0.0% | -51.7% | 0.000% | |
2/17/2025 | Millennium Management LLC | 26,087 | $398K | 0.0% | -65.3% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 15,571 | $237K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 292,514 | $4.46M | 0.0% | +17.2% | 0.000% | |
2/14/2025 | Comerica Bank | 25,591 | $390K | 0.0% | +22.1% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 34,901 | $532K | 0.0% | +23.3% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 23,868 | $364K | 0.0% | N/A | 0.000% | |
2/14/2025 | First Trust Advisors LP | 12,627 | $193K | 0.0% | +13.4% | 0.000% | |
2/13/2025 | XTX Topco Ltd | 23,504 | $358K | 0.0% | N/A | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 12,600 | $192K | 0.0% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 891,818 | $13.60M | 0.0% | -0.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 73,059 | $1.11M | 0.0% | +52.6% | 0.000% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 16,750 | $255K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 78,138 | $1.19M | 0.0% | N/A | 0.000% | |
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2/13/2025 | Envestnet Asset Management Inc. | 296,340 | $4.52M | 0.0% | +2.7% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 44,121 | $673K | 0.0% | +7.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,154,608 | $17.61M | 0.0% | +25.4% | 0.000% | |
2/13/2025 | Smith Moore & CO. | 99,996 | $1.53M | 0.1% | +1.3% | 0.000% | |
2/12/2025 | World Investment Advisors | 137,200 | $2.09M | 0.1% | +67.9% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 358,285 | $5.46M | 1.8% | +17.3% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 127,339 | $1.94M | 0.1% | N/A | 0.000% | |
2/10/2025 | SouthState Corp | 9,350 | $143K | 0.0% | N/A | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 11,562 | $176K | 0.0% | -41.0% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 34,664 | $529K | 0.0% | -15.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 78,138 | $1.19M | 0.0% | N/A | 0.000% | |
2/5/2025 | Anfield Capital Management LLC | 3,664 | $56K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 7,500 | $114K | 0.1% | N/A | 0.000% | |
2/5/2025 | Corrado Advisors LLC | 122,473 | $1.87M | 1.2% | -22.0% | 0.000% | |
2/4/2025 | IFP Advisors Inc | 3,999 | $61K | 0.0% | +549.2% | 0.000% | |
2/3/2025 | Element Wealth LLC | 228,241 | $3.48M | 1.8% | +0.6% | 0.000% | |
1/31/2025 | Truist Financial Corp | 43,854 | $669K | 0.0% | -1.9% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 77,752 | $1.19M | 0.2% | +1.1% | 0.000% | |
1/27/2025 | Choreo LLC | 82,028 | $1.25M | 0.0% | +39.7% | 0.000% | |
1/24/2025 | Journey Strategic Wealth LLC | 67,838 | $1.04M | 0.0% | +91.7% | 0.000% | |
1/24/2025 | Chicago Partners Investment Group LLC | 24,736 | $389K | 0.0% | -20.4% | 0.000% | |
1/23/2025 | SOL Capital Management CO | 1,314,494 | $20.05M | 2.2% | +24.0% | 0.000% | |
1/13/2025 | Courier Capital LLC | 37,201 | $567K | 0.0% | N/A | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 12,800 | $195K | 0.0% | -21.5% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 81,700 | $1.36M | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 32,319 | $536K | 0.0% | -9.0% | 0.000% | |
11/15/2024 | World Investment Advisors LLC | 1,358,671 | $22.60M | 0.1% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 47,880 | $796K | 0.0% | +46.5% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 40,451 | $673K | 0.0% | -3.1% | 0.000% | |
11/1/2024 | Corrado Advisors LLC | 157,018 | $2.61M | 1.6% | -3.1% | 0.000% | |
10/29/2024 | Chicago Partners Investment Group LLC | 31,076 | $506K | 0.0% | +20.4% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 4,000 | $67K | 0.0% | N/A | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,880 | $181K | 0.0% | N/A | 0.000% | |
10/23/2024 | Element Wealth LLC | 226,874 | $3.77M | 2.0% | -3.2% | 0.000% | |
10/22/2024 | SOL Capital Management CO | 1,059,880 | $17.63M | 2.0% | +12.3% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 15,142 | $252K | 0.0% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 35,500 | $544K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 42,399 | $670K | 0.0% | -3.2% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 210,389 | $3.33M | 0.0% | +58.1% | 0.000% | |
8/7/2024 | Choreo LLC | 49,277 | $782K | 0.0% | +52.7% | 0.000% | |
8/7/2024 | PFG Investments LLC | 11,409 | $180K | 0.0% | -86.4% | 0.000% | |
8/3/2024 | Nottingham Advisors Inc. | 40,301 | $637K | 0.1% | N/A | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 76,446 | $1.21M | 0.3% | -8.2% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,623 | $658K | 0.0% | -2.4% | 0.000% | |
7/23/2024 | SOL Capital Management CO | 944,169 | $14.93M | 1.8% | +17.7% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 16,300 | $258K | 0.0% | +22.6% | 0.000% | |
5/17/2024 | Comerica Bank | 14,000 | $220K | 0.0% | -15.2% | 0.000% | |
5/16/2024 | Prudent Investors Network Inc. | 15,843 | $249K | 0.1% | N/A | 0.000% | |
5/9/2024 | Corrado Advisors LLC | 167,281 | $2.63M | 1.7% | -5.4% | 0.000% | |
5/2/2024 | Choreo LLC | 32,263 | $507K | 0.0% | N/A | 0.000% | |
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4/30/2024 | Commonwealth Equity Services LLC | 42,659 | $671K | 0.0% | -18.5% | 0.000% | |
4/24/2024 | SOL Capital Management CO | 802,354 | $12.62M | 1.6% | +24.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 83,705 | $1.32M | 0.1% | N/A | 0.000% | |
4/11/2024 | &PARTNERS | 10,199 | $160K | 0.0% | -22.7% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 1,917 | $27K | 0.0% | N/A | 0.000% | |
2/14/2024 | LM Advisors LLC | 51,485 | $736K | 0.1% | N/A | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 10,250 | $147K | 0.0% | N/A | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 56,737 | $811K | 0.4% | +58.7% | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 56,188 | $803K | 0.0% | -13.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 536,525 | $7.67M | 0.0% | +39.5% | 0.000% | |