7/16/2025 | Arlington Capital Management Inc. | 10,736 | $216K | 0.2% | N/A | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 2,501 | $50K | 0.0% | +32.0% | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 3,296 | $66K | 0.0% | N/A | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 137,342 | $2.75M | 2.6% | N/A | 0.000% | |
5/15/2025 | Royal Bank of Canada | 70,488 | $1.41M | 0.0% | +12.6% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 17,213 | $344K | 0.0% | -10.2% | 0.000% | |
5/14/2025 | Comerica Bank | 7,047 | $141K | 0.0% | +50.6% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 42,770 | $855K | 0.0% | +29.8% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 49,132 | $982K | 0.0% | -31.6% | 0.000% | |
5/12/2025 | Invesco Ltd. | 174,809 | $3.49M | 0.0% | +7.2% | 0.000% | |
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5/12/2025 | Wolverine Asset Management LLC | 5,043 | $101K | 0.0% | -64.8% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 42,154 | $843K | 0.0% | +206.9% | 0.000% | |
5/7/2025 | LPL Financial LLC | 65,107 | $1.30M | 0.0% | -3.4% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 50,978 | $982K | 0.1% | -50.5% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 18,058 | $361K | 0.0% | +6.9% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 76,260 | $1.52M | 0.0% | -6.6% | 0.000% | |
5/2/2025 | Pettinga Financial Advisors LLC | 15,333 | $307K | 0.1% | -40.0% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 27,960 | $559K | 0.2% | +3.1% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 1,895 | $38K | 0.0% | N/A | 0.000% | |
4/14/2025 | Baldwin Wealth Partners LLC MA | 170,105 | $3.40M | 0.2% | -0.9% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 4,850 | $99K | 0.0% | N/A | 0.000% | |
2/18/2025 | Pettinga Financial Advisors LLC | 25,573 | $506K | 0.1% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 102,912 | $2.09M | 0.2% | -31.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 32,401 | $641K | 0.0% | -6.6% | 0.000% | |
2/14/2025 | Comerica Bank | 4,679 | $93K | 0.0% | +35.9% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 10,007 | $198K | 0.0% | -10.1% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 67,668 | $1.34M | 0.5% | -17.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 181,511 | $3.59M | 0.0% | +43.1% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 10,418 | $206K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 135,215 | $2.67M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 163,037 | $3.22M | 0.0% | +15.8% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 10,494 | $207K | 0.0% | -12.3% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,021 | $376K | 0.0% | -64.3% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 71,863 | $1.42M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 24,041 | $475K | 0.0% | +223.3% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 19,174 | $379K | 0.0% | -28.8% | 0.000% | |
2/11/2025 | LPL Financial LLC | 67,372 | $1.33M | 0.0% | +2.0% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 135,215 | $2.67M | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 12,900 | $255K | 0.2% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 14,339 | $283K | 0.0% | N/A | 0.000% | |
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2/3/2025 | WealthBridge Capital Management LLC | 27,110 | $536K | 0.1% | +4.8% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 81,673 | $1.62M | 0.0% | +13.6% | 0.000% | |
1/22/2025 | Baldwin Wealth Partners LLC MA | 171,734 | $3.40M | 0.2% | +14.3% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 26,937 | $578K | 0.1% | -32.4% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 81,753 | $1.75M | 0.7% | +118.4% | 0.000% | |
10/18/2024 | Raymond James & Associates | 124,939 | $2.68M | 0.0% | +17.6% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 24,700 | $530K | 0.0% | +25.4% | 0.000% | |
10/7/2024 | WealthBridge Capital Management LLC | 25,860 | $554K | 0.2% | +74.6% | 0.000% | |
8/21/2024 | Truist Financial Corp | 31,688 | $627K | 0.0% | -3.7% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 37,426 | $740K | 0.3% | -3.8% | 0.000% | |
7/19/2024 | Raymond James & Associates | 106,251 | $2.10M | 0.0% | +15.0% | 0.000% | |
7/12/2024 | Baldwin Brothers LLC MA | 145,755 | $2.88M | 0.2% | +11.2% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,250 | $225K | 0.0% | -22.3% | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 12,060 | $241K | 0.1% | N/A | 0.000% | |
4/23/2024 | KLR Investment Advisors LLC | 51,725 | $985K | 0.7% | +13.2% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 164,031 | $3.10M | 0.5% | +43.8% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 66,049 | $1.25M | 0.9% | N/A | 0.000% | |
2/8/2024 | KLR Investment Advisors LLC | 45,674 | $863K | 0.6% | +78.1% | 0.000% | |
2/5/2024 | Alpha Cubed Investments LLC | 12,298 | $232K | 0.0% | -14.0% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 39,960 | $755K | 0.0% | +9.6% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 11,730 | $222K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 40,181 | $759K | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 40,181 | $759K | 0.0% | N/A | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 13,527 | $256K | 0.0% | -10.0% | 0.000% | |
1/18/2024 | Pettinga Financial Advisors LLC | 35,591 | $673K | 0.2% | N/A | 0.000% | |
1/16/2024 | Raymond James & Associates | 89,315 | $1.69M | 0.0% | +5.7% | 0.000% | |
1/8/2024 | Baldwin Brothers LLC MA | 113,799 | $2.15M | 0.2% | +76.3% | 0.000% | |
11/9/2023 | UBS Group AG | 259,557 | $4.70M | 0.0% | +4.8% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 14,725 | $266K | 0.0% | -26.2% | 0.000% | |
11/8/2023 | KLR Investment Advisors LLC | 25,645 | $464K | 0.4% | -35.6% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 36,448 | $659K | 0.0% | +193.4% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 12,485 | $226K | 0.1% | N/A | 0.000% | |
10/24/2023 | Raymond James & Associates | 84,508 | $1.53M | 0.0% | +8.3% | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 15,034 | $272K | 0.0% | -19.6% | 0.000% | |
10/16/2023 | LexAurum Advisors LLC | 22,261 | $403K | 0.1% | -3.5% | 0.000% | |
10/10/2023 | Baldwin Brothers LLC MA | 64,549 | $1.17M | 0.1% | +11.5% | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 39,040 | $709K | 0.0% | +8.6% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 12,423 | $226K | 0.0% | +5.9% | 0.000% | |
8/8/2023 | KLR Investment Advisors LLC | 39,844 | $724K | 0.6% | +25.9% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 2,000 | $36K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 82,555 | $1.50M | 0.0% | +5.3% | 0.000% | |
7/25/2023 | Raymond James & Associates | 78,058 | $1.42M | 0.0% | +21.1% | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 18,690 | $339K | 0.0% | -17.1% | 0.000% | |
7/20/2023 | Cornerstone Advisory LLC | 57,650 | $1.05M | 0.2% | N/A | 0.000% | |
7/14/2023 | Baldwin Brothers LLC MA | 57,899 | $1.05M | 0.1% | +385.2% | 0.000% | |
5/15/2023 | KLR Investment Advisors LLC | 31,651 | $573K | 0.5% | N/A | 0.000% | |
5/11/2023 | Envestnet Asset Management Inc. | 33,972 | $615K | 0.0% | -5.6% | 0.000% | |
5/5/2023 | Truist Financial Corp | 34,574 | $626K | 0.0% | -4.4% | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 19,947 | $361K | 0.0% | -7.8% | 0.000% | |
4/27/2023 | DAVENPORT & Co LLC | 22,543 | $408K | 0.0% | N/A | 0.000% | |
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4/27/2023 | Alpha Cubed Investments LLC | 14,298 | $259K | 0.0% | -63.3% | 0.000% | |
4/21/2023 | Baldwin Brothers LLC MA | 11,933 | $216K | 0.0% | -9.1% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 2,000 | $36K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James & Associates | 64,466 | $1.17M | 0.0% | +6.1% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 5,132 | $96K | 0.0% | N/A | 0.000% | |
2/9/2023 | Elequin Securities LLC | 3,920 | $73K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James & Associates | 60,784 | $1.14M | 0.0% | +36.9% | 0.000% | |
2/8/2023 | UBS Group AG | 263,978 | $4.94M | 0.0% | -40.5% | 0.000% | |
2/7/2023 | LPL Financial LLC | 78,892 | $1.48M | 0.0% | +15.5% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 36,002 | $674K | 0.0% | N/A | 0.000% | |