3/6/2023 | Rockefeller Capital Management L.P. | 58,531 | $0.64M | 0.0% | +9.3% | 0.000% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 49,305 | $0.54M | 0.0% | -7.0% | 0.000% | |
2/15/2023 | Morgan Stanley | 252,727 | $2.74M | 0.0% | +40.7% | 0.741% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 19,204 | $0.21M | 0.0% | -53.6% | 0.000% | |
2/13/2023 | Smith Moore & CO. | 81,581 | $0.89M | 0.1% | +9.4% | 0.000% | |
2/13/2023 | 1ST Source Bank | 87,477 | $0.95M | 0.1% | -36.8% | 0.000% | |
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2/10/2023 | Bank of America Corp DE | 285,419 | $3.10M | 0.0% | +33.7% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 117,155 | $1.27M | 0.0% | +11.1% | 0.000% | |
2/10/2023 | Financial Network Wealth Management LLC | 11,250 | $0.12M | 0.1% | -26.7% | 0.000% | |
2/8/2023 | Raymond James & Associates | 188,981 | $2.05M | 0.0% | +4.9% | 0.000% | |
2/8/2023 | UBS Group AG | 83,933 | $0.91M | 0.0% | -2.6% | 0.000% | |
2/8/2023 | Capital Analysts LLC | 14,325 | $0.16M | 0.0% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 43,698 | $0.47M | 0.0% | +14.2% | 0.000% | |
2/8/2023 | Van ECK Associates Corp | 109,100 | $1.18M | 0.0% | +20.0% | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 65,369 | $0.71M | 0.0% | +34.2% | 0.000% | |
2/7/2023 | AlphaCentric Advisors LLC | 14,820 | $0.16M | 0.2% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 415,781 | $4.51M | 0.0% | -3.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 122,272 | $1.33M | 0.0% | +295.3% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 49,584 | $0.58M | 0.0% | -22.4% | 0.000% | |
2/6/2023 | Ibex Wealth Advisors | 11,267 | $0.12M | 0.0% | -19.2% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 479,635 | $5.20M | 5.4% | N/A | 1.406% | |
1/31/2023 | Ellis Investment Partners LLC | 17,749 | $0.19M | 0.1% | -19.0% | 0.052% | |
1/30/2023 | Americana Partners LLC | 12,500 | $0.14M | 0.0% | -41.9% | 0.037% | |
1/19/2023 | Seelaus Asset Management LLC | 10,488 | $0.11M | 0.1% | N/A | 0.031% | |
1/5/2023 | Capital Investment Advisors LLC | 118,645 | $1.29M | 0.0% | -5.1% | 0.348% | |
11/16/2022 | Baird Financial Group Inc. | 46,635 | $0.46M | 0.0% | N/A | 0.137% | |
11/16/2022 | Drive Wealth Management LLC | 12,314 | $0.12M | 0.1% | N/A | 0.036% | |
11/15/2022 | Commonwealth Equity Services LLC | 431,089 | $4.22M | 0.0% | +10.9% | 1.264% | |
11/14/2022 | Royal Bank of Canada | 33,659 | $0.33M | 0.0% | +5.8% | 0.099% | |
11/14/2022 | Smith Moore & CO. | 74,554 | $0.73M | 0.1% | +17.6% | 0.219% | |
11/10/2022 | Summit Trail Advisors LLC | 10,796 | $0.11M | 0.0% | N/A | 0.032% | |
11/10/2022 | UBS Group AG | 86,200 | $0.85M | 0.0% | -4.3% | 0.253% | |
11/8/2022 | IFP Advisors Inc | 63,858 | $0.75M | 0.0% | +145.9% | 0.187% | |
11/8/2022 | Moors & Cabot Inc. | 12,110 | $0.12M | 0.0% | +10.5% | 0.036% | |
11/4/2022 | 1ST Source Bank | 138,487 | $1.36M | 0.1% | -1.2% | 0.406% | |
11/3/2022 | Fiera Capital Corp | 330,258 | $3.22M | 0.0% | -0.6% | 0.968% | |
11/3/2022 | Jones Financial Companies Lllp | 3,700 | $36K | 0.0% | N/A | 0.011% | |
11/2/2022 | Rockefeller Capital Management L.P. | 53,531 | $0.52M | 0.0% | -24.6% | 0.157% | |
10/27/2022 | US Bancorp DE | 4,545 | $45K | 0.0% | -68.8% | 0.013% | |
10/27/2022 | Van ECK Associates Corp | 90,930 | $0.89M | 0.0% | -19.8% | 0.267% | |
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10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 41,372 | $0.41M | 0.0% | N/A | 0.121% | |
10/25/2022 | Fifth Third Bancorp | 2,935 | $29K | 0.0% | -37.1% | 0.009% | |
10/25/2022 | Raymond James & Associates | 180,131 | $1.77M | 0.0% | -31.7% | 0.528% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 64,022 | $0.63M | 0.0% | -30.3% | 0.188% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 38,276 | $0.38M | 0.0% | -4.9% | 0.112% | |
10/5/2022 | Capital Investment Advisors LLC | 125,086 | $1.23M | 0.0% | -1.3% | 0.367% | |
8/16/2022 | Collaborative Wealth Managment Inc. | 15,324 | $0.18M | 0.1% | N/A | 0.045% | |
8/16/2022 | Creative Planning | 16,338 | $0.19M | 0.0% | +6.0% | 0.048% | |
8/13/2022 | NewEdge Advisors LLC | 48,131 | $0.57M | 0.0% | +2.9% | 0.141% | |
8/12/2022 | LPL Financial LLC | 29,735 | $0.35M | 0.0% | -23.3% | 0.087% | |
8/12/2022 | Smith Moore & CO. | 63,402 | $0.75M | 0.1% | -12.7% | 0.186% | |
8/11/2022 | Cetera Investment Advisers | 20,520 | $0.24M | 0.0% | +33.0% | 0.060% | |
8/11/2022 | UBS Group AG | 90,087 | $1.06M | 0.0% | -10.9% | 0.264% | |
8/11/2022 | Tectonic Advisors LLC | 37,759 | $0.45M | 0.1% | +65.9% | 0.111% | |
8/10/2022 | Fiera Capital Corp | 332,196 | $3.92M | 0.0% | +4.8% | 0.974% | |
8/9/2022 | SeaCrest Wealth Management LLC | 3,500 | $41K | 0.0% | N/A | 0.010% | |
8/8/2022 | Advisors Asset Management Inc. | 93,528 | $1.10M | 0.0% | -3.8% | 0.274% | |
8/8/2022 | Moors & Cabot Inc. | 10,964 | $0.13M | 0.0% | N/A | 0.032% | |
8/8/2022 | Oppenheimer & Co. Inc. | 48,580 | $0.57M | 0.0% | +16.8% | 0.142% | |
8/5/2022 | 1ST Source Bank | 140,156 | $1.65M | 0.1% | -5.8% | 0.411% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 2,899 | $34K | 0.0% | -23.6% | 0.008% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 58,792 | $0.69M | 0.0% | -67.7% | 0.172% | |
8/3/2022 | Van ECK Associates Corp | 113,413 | $1.34M | 0.0% | -22.8% | 0.332% | |
8/1/2022 | US Bancorp DE | 14,545 | $0.17M | 0.0% | +220.0% | 0.043% | |
7/25/2022 | Smith Anglin Financial LLC | 18,141 | $0.21M | 0.1% | N/A | 0.053% | |
7/22/2022 | Spire Wealth Management | 2,514 | $30K | 0.0% | -50.0% | 0.007% | |
7/22/2022 | Truist Financial Corp | 11,703 | $0.14M | 0.0% | -15.0% | 0.034% | |
7/19/2022 | Commonwealth Equity Services LLC | 388,760 | $4.58M | 0.0% | +29.6% | 1.140% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 40,238 | $0.47M | 0.0% | +71.2% | 0.118% | |
7/8/2022 | Worth Asset Management LLC | 6,210 | $73K | 0.0% | -60.3% | 0.018% | |
7/6/2022 | Capital Investment Advisors LLC | 126,750 | $1.49M | 0.0% | -8.1% | 0.372% | |
6/7/2022 | Bank of America Corp DE | 283,669 | $3.31M | 0.0% | +9.5% | 0.832% | |
5/17/2022 | Advisors Asset Management Inc. | 97,245 | $1.13M | 0.0% | -23.8% | 0.285% | |
5/17/2022 | Robinson Capital Management LLC | 149,215 | $1.74M | 1.2% | N/A | 0.437% | |
5/17/2022 | Royal Bank of Canada | 34,694 | $0.40M | 0.0% | -7.4% | 0.102% | |
5/16/2022 | Rivernorth Capital Management LLC | 23,897 | $0.28M | 0.0% | N/A | 0.070% | |
5/16/2022 | Invesco Ltd. | 219,515 | $2.56M | 0.0% | -16.2% | 0.644% | |
5/16/2022 | UBS Group AG | 101,161 | $1.18M | 0.0% | -5.5% | 0.297% | |
5/13/2022 | Worth Asset Management LLC | 15,630 | $0.17M | 0.1% | N/A | 0.046% | |
5/13/2022 | NewEdge Advisors LLC | 46,761 | $0.54M | 0.0% | +39.1% | 0.137% | |
5/13/2022 | Doyle Wealth Management | 125,603 | $1.46M | 0.1% | N/A | 0.368% | |
5/12/2022 | Staley Capital Advisers Inc. | 12,500 | $0.15M | 0.0% | -16.7% | 0.037% | |
5/12/2022 | Bank of Montreal Can | 21,392 | $0.26M | 0.0% | N/A | 0.063% | |
5/12/2022 | Smith Moore & CO. | 72,592 | $0.85M | 0.1% | +7.6% | 0.213% | |
5/12/2022 | Oppenheimer & Co. Inc. | 41,580 | $0.48M | 0.0% | +21.8% | 0.122% | |
5/11/2022 | Landscape Capital Management L.L.C. | 19,613 | $0.23M | 0.0% | N/A | 0.057% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 123,430 | $1.44M | 0.0% | +2.8% | 0.362% | |
5/11/2022 | Raymond James & Associates | 243,734 | $2.84M | 0.0% | +20.8% | 0.715% | |
5/10/2022 | B. Riley Wealth Management Inc. | 93,159 | $1.09M | 0.1% | +13.2% | 0.273% | |
5/10/2022 | Van ECK Associates Corp | 146,859 | $1.71M | 0.0% | +10.8% | 0.431% | |
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5/10/2022 | Tcwp LLC | 3,464 | $40K | 0.0% | N/A | 0.010% | |
5/9/2022 | Fiera Capital Corp | 316,990 | $3.69M | 0.0% | +181.5% | 0.929% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 181,778 | $2.12M | 0.0% | +130.9% | 0.533% | |
5/9/2022 | Herold Advisors Inc. | 5,800 | $68K | 0.0% | N/A | 0.017% | |
5/9/2022 | Powell Investment Advisors LLC | 58,496 | $0.69M | 0.4% | -3.9% | 0.171% | |
5/9/2022 | Tectonic Advisors LLC | 22,759 | $0.27M | 0.0% | N/A | 0.067% | |
5/4/2022 | Advisor Group Holdings Inc. | 123,153 | $1.40M | 0.0% | +3.0% | 0.361% | |
5/4/2022 | Commonwealth Equity Services LLC | 300,059 | $3.50M | 0.0% | +3.1% | 0.880% | |
5/3/2022 | Leo Brokerage LLC | 110,794 | $1.29M | 0.2% | N/A | 0.325% | |
4/22/2022 | Truist Financial Corp | 13,775 | $0.16M | 0.0% | -27.8% | 0.040% | |