3/6/2024 | Willner & Heller LLC | 8,213 | $0.77M | 0.9% | N/A | 0.367% | |
2/28/2024 | EP Wealth Advisors LLC | 20,737 | $1.95M | 0.0% | -1.5% | 0.926% | |
2/16/2024 | Harbour Investments Inc. | 1,556 | $0.15M | 0.0% | +33.4% | 0.069% | |
2/15/2024 | Citadel Advisors LLC | 6,858 | $0.64M | 0.0% | N/A | 0.306% | |
2/14/2024 | Royal Bank of Canada | 14,601 | $1.37M | 0.0% | -24.2% | 0.652% | |
2/13/2024 | Envestnet Asset Management Inc. | 12,877 | $1.21M | 0.0% | -3.3% | 0.575% | |
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2/12/2024 | Focus Financial Network Inc. ADV | 3,330 | $0.31M | 0.0% | N/A | 0.149% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,526 | $0.24M | 0.0% | -7.9% | 0.113% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 38,043 | $3.57M | 0.0% | -2.7% | 1.698% | |
2/9/2024 | Tidemark LLC | 3,570 | $0.34M | 0.2% | N/A | 0.159% | |
2/8/2024 | First Heartland Consultants Inc. | 2,487 | $0.23M | 0.0% | -11.5% | 0.111% | |
2/8/2024 | Pacific Sun Financial Corp | 20,952 | $1.97M | 1.2% | -1.0% | 0.935% | |
2/7/2024 | Principal Securities Inc. | 410 | $38K | 0.0% | N/A | 0.018% | |
2/6/2024 | Private Advisor Group LLC | 2,703 | $0.25M | 0.0% | -28.5% | 0.121% | |
2/5/2024 | Savant Capital LLC | 8,612 | $0.81M | 0.0% | -1.6% | 0.384% | |
2/2/2024 | Rodgers & Associates LTD | 33,289 | $3.12M | 0.4% | -0.5% | 1.486% | |
1/25/2024 | International Assets Investment Management LLC | 3,551 | $0.33M | 0.0% | N/A | 0.159% | |
1/24/2024 | International Assets Investment Management LLC | 333,127 | $31.25M | 0.0% | N/A | 14.872% | |
1/23/2024 | Colonial River Wealth Management LLC | 6,627 | $0.62M | 0.4% | -19.1% | 0.296% | |
1/22/2024 | Pallas Capital Advisors LLC | 7,661 | $0.72M | 0.0% | N/A | 0.342% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,059 | $0.94M | 0.0% | -7.2% | 0.449% | |
1/16/2024 | Raymond James & Associates | 5,615 | $0.53M | 0.0% | -3.3% | 0.251% | |
1/12/2024 | Empirical Asset Management LLC | 12,005 | $1.13M | 0.9% | -1.0% | 0.536% | |
11/24/2023 | EP Wealth Advisors LLC | 21,063 | $1.79M | 0.0% | +270.6% | 0.940% | |
11/15/2023 | Royal Bank of Canada | 19,250 | $1.64M | 0.0% | -29.0% | 0.859% | |
11/15/2023 | Ameriprise Financial Inc. | 22,130 | $1.89M | 0.0% | +3.6% | 0.988% | |
11/13/2023 | LPL Financial LLC | 213,326 | $18.17M | 0.0% | -19.8% | 9.523% | |
11/13/2023 | FMR LLC | 1,503 | $0.13M | 0.0% | +41.8% | 0.067% | |
11/13/2023 | Envestnet Asset Management Inc. | 13,317 | $1.14M | 0.0% | -8.2% | 0.595% | |
11/13/2023 | Kestra Advisory Services LLC | 4,712 | $0.40M | 0.0% | +16.1% | 0.210% | |
11/9/2023 | First Heartland Consultants Inc. | 2,810 | $0.24M | 0.0% | -9.3% | 0.125% | |
11/8/2023 | Western Wealth Management LLC | 3,276 | $0.28M | 0.0% | +13.6% | 0.146% | |
11/7/2023 | Cornerstone Wealth Management LLC | 2,547 | $0.22M | 0.0% | -13.4% | 0.114% | |
11/4/2023 | Aspire Private Capital LLC | 350 | $30K | 0.0% | N/A | 0.016% | |
11/3/2023 | Colonial River Wealth Management LLC | 8,193 | $0.70M | 0.5% | -7.6% | 0.366% | |
11/3/2023 | Private Advisor Group LLC | 3,781 | $0.32M | 0.0% | -7.1% | 0.169% | |
11/2/2023 | Hazlett Burt & Watson Inc. | 4,338 | $0.37M | 0.3% | +6.3% | 0.194% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,115 | $3.33M | 0.0% | -13.5% | 1.746% | |
10/23/2023 | Commonwealth Equity Services LLC | 76,181 | $6.49M | 0.0% | +2.8% | 3.401% | |
10/17/2023 | Rodgers & Associates LTD | 33,473 | $2.85M | 0.4% | -0.4% | 1.494% | |
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10/17/2023 | Meridian Wealth Management LLC | 7,737 | $0.66M | 0.0% | -3.9% | 0.345% | |
8/30/2023 | Western Wealth Management LLC | 2,885 | $0.26M | 0.0% | +6.1% | 0.129% | |
8/21/2023 | Osaic Holdings Inc. | 13,805 | $1.23M | 0.0% | +1.6% | 0.616% | |
8/15/2023 | Equitable Holdings Inc. | 5,510 | $0.49M | 0.0% | +20.2% | 0.246% | |
8/15/2023 | Wells Fargo & Company MN | 27,394 | $2.45M | 0.0% | -14.9% | 1.223% | |
8/15/2023 | Royal Bank of Canada | 27,116 | $2.42M | 0.0% | -23.2% | 1.211% | |
8/14/2023 | MML Investors Services LLC | 19,864 | $1.77M | 0.0% | +0.7% | 0.887% | |
8/11/2023 | Kestra Advisory Services LLC | 4,060 | $0.36M | 0.0% | -14.4% | 0.181% | |
8/10/2023 | Osaic Holdings Inc. | 13,805 | $1.23M | 0.0% | +1.6% | 0.616% | |
8/10/2023 | Commonwealth Equity Services LLC | 74,136 | $6.62M | 0.0% | +2.8% | 3.310% | |
8/10/2023 | Nwam LLC | 17,641 | $1.57M | 0.1% | -3.4% | 0.788% | |
8/9/2023 | Flow Traders U.S. LLC | 2,281 | $0.20M | 0.0% | -23.1% | 0.102% | |
8/8/2023 | Colonial River Wealth Management LLC | 8,866 | $0.79M | 0.5% | -3.6% | 0.396% | |
8/4/2023 | Envestnet Asset Management Inc. | 14,505 | $1.30M | 0.0% | -5.6% | 0.631% | |
8/4/2023 | Savant Capital LLC | 8,754 | $0.78M | 0.0% | N/A | 0.381% | |
8/2/2023 | Silver Oak Securities Incorporated | 8,755 | $0.78M | 0.1% | N/A | 0.381% | |
8/1/2023 | Empirical Asset Management LLC | 12,388 | $1.11M | 1.0% | +4.6% | 0.539% | |
7/31/2023 | LPL Financial LLC | 266,112 | $23.75M | 0.0% | -12.0% | 11.570% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,874 | $0.97M | 0.0% | -2.9% | 0.473% | |
7/25/2023 | Raymond James & Associates | 5,926 | $0.53M | 0.0% | +4.9% | 0.258% | |
7/14/2023 | Cornerstone Wealth Management LLC | 2,940 | $0.26M | 0.0% | -32.7% | 0.128% | |
7/13/2023 | Zimmermann Investment Management & Planning LLC | 4,542 | $0.41M | 0.2% | +9.1% | 0.197% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 45,238 | $4.04M | 0.0% | +14.3% | 1.967% | |
7/12/2023 | Pacific Sun Financial Corp | 21,556 | $1.88M | 1.3% | N/A | 0.937% | |
6/5/2023 | EP Wealth Advisors LLC | 20,076 | $1.35M | 0.0% | N/A | 0.873% | |
5/22/2023 | Ameriprise Financial Inc. | 22,323 | $1.95M | 0.0% | +119.1% | 0.971% | |
5/16/2023 | Susquehanna International Group LLP | 10,671 | $0.93M | 0.0% | +172.1% | 0.458% | |
5/15/2023 | Cornerstone Wealth Management LLC | 4,371 | $0.38M | 0.0% | N/A | 0.188% | |
5/15/2023 | Equitable Holdings Inc. | 4,584 | $0.40M | 0.0% | -4.8% | 0.197% | |
5/15/2023 | Flow Traders U.S. LLC | 2,965 | $0.26M | 0.0% | N/A | 0.127% | |
5/12/2023 | MML Investors Services LLC | 19,723 | $1.72M | 0.0% | -7.3% | 0.846% | |
5/12/2023 | Bank of America Corp DE | 14,991 | $1.31M | 0.0% | -79.4% | 0.643% | |
5/12/2023 | UBS Group AG | 1,777 | $0.16M | 0.0% | -58.0% | 0.076% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 39,589 | $3.46M | 0.0% | -4.3% | 1.699% | |
5/11/2023 | Envestnet Asset Management Inc. | 15,362 | $1.34M | 0.0% | -7.3% | 0.659% | |
5/11/2023 | Commonwealth Equity Services LLC | 72,119 | $6.30M | 0.0% | -0.9% | 3.095% | |
5/10/2023 | Private Advisor Group LLC | 4,122 | $0.36M | 0.0% | N/A | 0.177% | |
5/10/2023 | LPL Financial LLC | 302,565 | $26.42M | 0.0% | +13.4% | 12.986% | |
5/5/2023 | Colonial River Wealth Management LLC | 9,193 | $0.80M | 0.5% | -4.4% | 0.395% | |
5/2/2023 | Birchcreek Wealth Management LLC | 5,326 | $0.47M | 0.4% | N/A | 0.229% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,797 | $0.16M | 0.0% | N/A | 0.077% | |
4/25/2023 | Zimmermann Investment Management & Planning LLC | 4,165 | $0.36M | 0.2% | N/A | 0.179% | |
4/20/2023 | Well Done LLC | 16,596 | $1.45M | 0.3% | -2.9% | 0.712% | |
4/18/2023 | Empirical Asset Management LLC | 11,845 | $1.03M | 1.0% | -20.3% | 0.508% | |
4/18/2023 | Rodgers & Associates LTD | 33,696 | $2.94M | 0.5% | -8.6% | 1.446% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 11,198 | $0.98M | 0.0% | -9.2% | 0.481% | |
4/14/2023 | Raymond James & Associates | 5,651 | $0.49M | 0.0% | -14.3% | 0.243% | |
2/16/2023 | Harbour Investments Inc. | 1,166 | $0.10M | 0.0% | +130.0% | 0.049% | |
2/15/2023 | Money Concepts Capital Corp | 333 | $30K | 0.0% | +397.0% | 0.014% | |
2/15/2023 | Morgan Stanley | 99,808 | $8.87M | 0.0% | +100.7% | 4.229% | |
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2/15/2023 | Meridian Wealth Management LLC | 8,050 | $0.72M | 0.1% | -23.7% | 0.341% | |
2/15/2023 | Equitable Holdings Inc. | 4,817 | $0.43M | 0.0% | +59.1% | 0.204% | |
2/14/2023 | Davis Investment Partners LLC | 16,225 | $1.53M | 0.8% | N/A | 0.688% | |
2/14/2023 | Susquehanna International Group LLP | 3,921 | $0.35M | 0.0% | -68.5% | 0.166% | |
2/13/2023 | Wells Fargo & Company MN | 46,321 | $4.12M | 0.0% | -57.4% | 1.963% | |
2/13/2023 | Heritage Wealth Management LLC | 4,380 | $0.39M | 0.1% | +100.0% | 0.186% | |
2/10/2023 | Bank of America Corp DE | 72,612 | $6.45M | 0.0% | +7.2% | 3.077% | |
2/10/2023 | Creative Planning | 4,082 | $0.36M | 0.0% | +17.1% | 0.173% | |
2/10/2023 | Colonial River Wealth Management LLC | 9,612 | $0.85M | 0.5% | -6.0% | 0.407% | |
2/10/2023 | Advisor Group Holdings Inc. | 14,745 | $1.31M | 0.0% | +13.9% | 0.625% | |