4/30/2025 | M&T Bank Corp | 42,933 | $254K | 0.0% | N/A | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 717,984 | $4.24M | 0.0% | N/A | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 21,268 | $120K | 0.0% | N/A | 0.000% | |
4/25/2025 | Naviter Wealth LLC | 10,000 | $60K | 0.0% | -52.2% | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 10,840 | $64K | 0.0% | N/A | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 291,464 | $1.72M | 0.3% | +7.8% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 196,076 | $1.16M | 0.0% | -13.0% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 23,903 | $159K | 0.0% | +51.9% | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 316,564 | $2.10M | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 69,823 | $464K | 0.0% | -44.3% | 0.000% | |
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2/14/2025 | Jane Street Group LLC | 35,647 | $237K | 0.0% | N/A | 0.000% | |
2/14/2025 | Triumph Capital Management | 82,862 | $550K | 0.2% | +2.4% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 167,042 | $1.11M | 0.5% | +16.1% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 23,715 | $157K | 0.1% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 10,934 | $73K | 0.0% | N/A | 0.000% | |
2/13/2025 | Belpointe Asset Management LLC | 613,462 | $4.23M | 0.3% | -2.2% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 10,644 | $71K | 0.0% | N/A | 0.000% | |
2/13/2025 | Mariner LLC | 158,964 | $1.06M | 0.0% | +3.2% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 34,093 | $226K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 25,620 | $170K | 0.0% | -69.4% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 53,770 | $357K | 0.0% | -3.1% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 52,147 | $346K | 0.0% | N/A | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 1,036,151 | $6.88M | 2.2% | N/A | 0.000% | |
2/12/2025 | Brown Brothers Harriman & Co. | 23,790 | $158K | 0.0% | N/A | 0.000% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,221 | $68K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 348,400 | $2.31M | 0.0% | -1.9% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 88,444 | $587K | 0.3% | +10.4% | 0.000% | |
2/10/2025 | Evoke Wealth LLC | 15,089 | $100K | 0.0% | N/A | 0.000% | |
2/10/2025 | CFO4Life Group LLC | 38,800 | $258K | 0.0% | +8.4% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 36,710 | $244K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 34,093 | $226K | 0.0% | N/A | 0.000% | |
2/6/2025 | Bard Associates Inc. | 149,247 | $991K | 0.3% | -5.5% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 96,964 | $644K | 0.0% | +14.8% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 12,961 | $86K | 0.0% | N/A | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 205,326 | $1.36M | 0.1% | +30.1% | 0.000% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 32,360 | $215K | 0.0% | N/A | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 25,107 | $167K | 0.0% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 270,421 | $1.80M | 0.3% | +6.9% | 0.000% | |
1/27/2025 | Beacon Financial Advisory LLC | 16,036 | $106K | 0.0% | +20.9% | 0.000% | |
1/27/2025 | Choreo LLC | 151,183 | $1.00M | 0.0% | N/A | 0.000% | |
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1/24/2025 | Chicago Partners Investment Group LLC | 179,691 | $1.20M | 0.0% | -16.9% | 0.000% | |
1/21/2025 | Firethorn Wealth Partners LLC | 14,812 | $98K | 0.0% | N/A | 0.000% | |
1/8/2025 | Worth Asset Management LLC | 29,330 | $195K | 0.1% | -13.3% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 28,199 | $194K | 0.0% | -59.3% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 45,455 | $310K | 0.0% | -63.6% | 0.000% | |
11/12/2024 | Great Valley Advisor Group Inc. | 65,395 | $446K | 0.0% | +8.4% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 15,455 | $105K | 0.0% | -36.8% | 0.000% | |
10/29/2024 | Chicago Partners Investment Group LLC | 216,241 | $1.48M | 0.0% | +10.2% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 157,853 | $1.08M | 0.0% | +85.2% | 0.000% | |
10/24/2024 | Modera Wealth Management LLC | 27,000 | $184K | 0.0% | +8.7% | 0.000% | |
10/24/2024 | PFG Investments LLC | 11,083 | $76K | 0.0% | -17.6% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 252,994 | $1.73M | 0.4% | +109.9% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 84,443 | $576K | 0.0% | +3.0% | 0.000% | |
10/16/2024 | Naviter Wealth LLC | 22,432 | $155K | 0.0% | -11.4% | 0.000% | |
10/9/2024 | Freestate Advisors LLC | 10,941 | $75K | 0.1% | N/A | 0.000% | |
10/9/2024 | Worth Asset Management LLC | 33,845 | $231K | 0.1% | N/A | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 26,427 | $180K | 0.0% | +19.8% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 8,500 | $60K | 0.0% | N/A | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 85,241 | $601K | 0.0% | +90.5% | 0.000% | |
8/8/2024 | Sykon Capital LLC | 22,000 | $155K | 0.1% | N/A | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 50,533 | $356K | 0.0% | +6.3% | 0.000% | |
8/7/2024 | PFG Investments LLC | 13,444 | $95K | 0.0% | -63.0% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 81,950 | $578K | 0.0% | +9.4% | 0.000% | |
8/2/2024 | Belpointe Asset Management LLC | 613,571 | $4.33M | 0.3% | +32.3% | 0.000% | |
8/2/2024 | Naviter Wealth LLC | 25,332 | $180K | 0.0% | +23.2% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 120,513 | $850K | 0.2% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 45,336 | $320K | 0.0% | +4.1% | 0.000% | |
7/31/2024 | IFG Advisory LLC | 36,486 | $257K | 0.0% | -7.0% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 201,545 | $1.42M | 0.0% | +19.8% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 22,062 | $156K | 0.0% | +22.8% | 0.000% | |
7/24/2024 | Catalina Capital Group LLC | 24,465 | $172K | 0.1% | -35.4% | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 81,976 | $578K | 0.5% | -3.0% | 0.000% | |
7/16/2024 | Great Valley Advisor Group Inc. | 60,322 | $425K | 0.0% | +41.5% | 0.000% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 59,200 | $420K | 0.2% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 68,860 | $484K | 0.0% | +4.0% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 17,968 | $127K | 0.0% | -17.6% | 0.000% | |
5/6/2024 | CFO4Life Group LLC | 35,800 | $254K | 0.0% | +38.8% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 74,916 | $531K | 0.0% | +4.8% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 44,753 | $317K | 0.0% | +93.5% | 0.000% | |
4/22/2024 | PFG Investments LLC | 36,370 | $258K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 66,216 | $473K | 0.0% | -3.8% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 145,608 | $1.04M | 0.0% | +10.3% | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 106,425 | $760K | 0.1% | +44.0% | 0.000% | |
2/13/2024 | Bard Associates Inc. | 167,162 | $1.19M | 0.5% | -3.8% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 28,787 | $206K | 0.0% | -19.5% | 0.000% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 15,839 | $121K | 0.0% | +11.6% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 71,466 | $510K | 0.0% | +16.9% | 0.000% | |
2/6/2024 | Great Valley Advisor Group Inc. | 46,242 | $330K | 0.0% | N/A | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 23,123 | $165K | 0.0% | +47.9% | 0.000% | |
1/16/2024 | Raymond James & Associates | 29,302 | $209K | 0.0% | -15.4% | 0.000% | |
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1/16/2024 | CoreCap Advisors LLC | 20,200 | $144K | 0.0% | +22.4% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 68,860 | $484K | 0.0% | +3.5% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 73,895 | $514K | 0.1% | +170.1% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 39,743 | $276K | 0.2% | +21.0% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 90,108 | $626K | 0.0% | +9.8% | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 13,726 | $95K | 0.0% | N/A | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 18,850 | $131K | 0.0% | +8.6% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 127,800 | $888K | 0.5% | +88.7% | 0.000% | |
11/7/2023 | Savant Capital LLC | 18,823 | $131K | 0.0% | -14.0% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 61,110 | $425K | 0.0% | +11.4% | 0.000% | |