3/1/2024 | Goldman Sachs Group Inc. | 53,400 | $2.60M | 0.0% | +6.8% | 0.534% | |
2/29/2024 | Tortoise Investment Management LLC | 2,667 | $0.13M | 0.0% | -23.4% | 0.027% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 10,211 | $0.50M | 0.3% | -2.1% | 0.102% | |
2/15/2024 | Freedom Investment Management Inc. | 7,203 | $0.35M | 0.0% | -70.9% | 0.072% | |
2/15/2024 | Citadel Advisors LLC | 13,528 | $0.66M | 0.0% | -68.0% | 0.135% | |
2/14/2024 | Royal Bank of Canada | 6,833 | $0.33M | 0.0% | -63.8% | 0.068% | |
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2/14/2024 | Kestra Advisory Services LLC | 14,040 | $0.68M | 0.0% | +16.3% | 0.140% | |
2/14/2024 | Broadview Financial Management LLC | 4,675 | $0.23M | 0.2% | -52.6% | 0.047% | |
2/13/2024 | Envestnet Asset Management Inc. | 397,557 | $19.38M | 0.0% | +12.0% | 3.976% | |
2/13/2024 | Cetera Advisor Networks LLC | 37,559 | $1.83M | 0.0% | +7.3% | 0.376% | |
2/13/2024 | Goldman Sachs Group Inc. | 53,400 | $2.60M | 0.0% | +6.8% | 0.534% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,960 | $0.78M | 0.0% | N/A | 0.160% | |
2/12/2024 | Stifel Financial Corp | 40,960 | $2M | 0.0% | +11.7% | 0.410% | |
2/9/2024 | Advisory Services Network LLC | 66,103 | $3.22M | 0.1% | +142.0% | 0.661% | |
2/9/2024 | Orion Portfolio Solutions LLC | 5,613 | $0.27M | 0.0% | -89.5% | 0.056% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 29,956 | $1.46M | 0.0% | -5.5% | 0.300% | |
2/9/2024 | Certified Advisory Corp | 50,856 | $2.48M | 0.4% | +7.5% | 0.509% | |
2/9/2024 | Corient Private Wealth LLC | 30,651 | $1.49M | 0.0% | +2.1% | 0.307% | |
2/9/2024 | Sachetta LLC | 740 | $36K | 0.0% | N/A | 0.007% | |
2/9/2024 | Wells Fargo & Company MN | 177,918 | $8.67M | 0.0% | -2.4% | 1.779% | |
2/8/2024 | Tortoise Investment Management LLC | 2,667 | $0.13M | 0.0% | -23.4% | 0.027% | |
2/7/2024 | Avantax Advisory Services Inc. | 40,661 | $1.98M | 0.0% | +7.5% | 0.407% | |
2/7/2024 | AGF Management Ltd. | 34,324 | $1.67M | 0.0% | +42.1% | 0.343% | |
2/6/2024 | SYM FINANCIAL Corp | 1,000 | $49K | 0.0% | -57.4% | 0.010% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 6,704 | $0.33M | 0.0% | N/A | 0.067% | |
2/2/2024 | Absolute Capital Management LLC | 14,709 | $0.72M | 0.7% | N/A | 0.147% | |
2/2/2024 | Yoder Wealth Management Inc. | 15,766 | $0.77M | 0.5% | +12.0% | 0.158% | |
2/1/2024 | Sigma Planning Corp | 4,459 | $0.22M | 0.0% | -63.7% | 0.045% | |
2/1/2024 | CWM LLC | 2,085 | $0.10M | 0.0% | -70.7% | 0.021% | |
1/31/2024 | Beaumont Financial Advisors LLC | 28,265 | $1.38M | 0.1% | N/A | 0.283% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 5,642 | $0.28M | 0.1% | N/A | 0.056% | |
1/25/2024 | International Assets Investment Management LLC | 49,671 | $2.42M | 0.0% | N/A | 0.497% | |
1/24/2024 | International Assets Investment Management LLC | 49,671 | $2.42M | 0.0% | N/A | 0.497% | |
1/18/2024 | SeaCrest Wealth Management LLC | 8,591 | $0.41M | 0.1% | N/A | 0.086% | |
1/18/2024 | Peak Financial Management Inc. | 148,268 | $7.23M | 2.4% | -5.4% | 1.483% | |
1/17/2024 | Kingdom Financial Group LLC. | 5,061 | $0.25M | 0.2% | N/A | 0.051% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 22,022 | $1.07M | 0.0% | -2.5% | 0.220% | |
1/12/2024 | CX Institutional | 14,680 | $0.72M | 0.0% | N/A | 0.147% | |
1/8/2024 | Lynch & Associates IN | 7,738 | $0.38M | 0.1% | +6.4% | 0.077% | |
11/30/2023 | Modera Wealth Management LLC | 16,176 | $0.72M | 0.0% | N/A | 0.162% | |
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11/21/2023 | Comerica Bank | 1,935 | $86K | 0.0% | N/A | 0.019% | |
11/16/2023 | Essex Financial Services Inc. | 6,369 | $0.28M | 0.0% | N/A | 0.064% | |
11/15/2023 | Royal Bank of Canada | 18,897 | $0.84M | 0.0% | +226.3% | 0.189% | |
11/15/2023 | Lido Advisors LLC | 474,023 | $20.95M | 0.2% | +7.8% | 4.740% | |
11/15/2023 | Stone House Investment Management LLC | 1,272 | $56K | 0.0% | N/A | 0.013% | |
11/14/2023 | Tower Research Capital LLC TRC | 11,797 | $0.52M | 0.0% | +589,750.0% | 0.118% | |
11/14/2023 | Qube Research & Technologies Ltd | 2,415 | $0.11M | 0.0% | -26.0% | 0.024% | |
11/13/2023 | Certified Advisory Corp | 47,319 | $2.09M | 0.2% | +28.5% | 0.473% | |
11/13/2023 | Stifel Financial Corp | 36,684 | $1.62M | 0.0% | +2.0% | 0.367% | |
11/13/2023 | Mariner LLC | 8,414 | $0.37M | 0.0% | -8.2% | 0.084% | |
11/13/2023 | LPL Financial LLC | 90,678 | $4.01M | 0.0% | +12.3% | 0.907% | |
11/13/2023 | FMR LLC | 9,037 | $0.40M | 0.0% | -21.8% | 0.090% | |
11/13/2023 | Envestnet Asset Management Inc. | 354,807 | $15.68M | 0.0% | +20.0% | 3.548% | |
11/13/2023 | Kestra Advisory Services LLC | 12,072 | $0.53M | 0.0% | -7.8% | 0.121% | |
11/9/2023 | UBS Group AG | 2,666 | $0.12M | 0.0% | +41.4% | 0.027% | |
11/8/2023 | HighTower Advisors LLC | 20,030 | $0.89M | 0.0% | -1.9% | 0.200% | |
11/8/2023 | Janney Montgomery Scott LLC | 10,616 | $0.47M | 0.0% | -43.0% | 0.106% | |
11/8/2023 | Avantax Advisory Services Inc. | 37,829 | $1.67M | 0.0% | -2.3% | 0.378% | |
11/8/2023 | Kestra Private Wealth Services LLC | 6,376 | $0.28M | 0.0% | -69.4% | 0.064% | |
11/6/2023 | Sigma Planning Corp | 12,286 | $0.54M | 0.0% | -61.0% | 0.123% | |
11/6/2023 | Lincoln National Corp | 21,920 | $0.97M | 0.0% | +307.0% | 0.219% | |
11/1/2023 | Orion Portfolio Solutions LLC | 53,502 | $2.36M | 0.0% | -36.8% | 0.535% | |
10/31/2023 | Southern Capital Advisors LLC | 18,828 | $0.83M | 0.7% | -2.0% | 0.188% | |
10/30/2023 | Exchange Capital Management Inc. | 20,190 | $0.89M | 0.2% | -1.2% | 0.202% | |
10/30/2023 | Strengthening Families & Communities LLC | 6,894 | $0.31M | 0.1% | +12.4% | 0.069% | |
10/27/2023 | SYM FINANCIAL Corp | 2,350 | $0.10M | 0.0% | N/A | 0.024% | |
10/27/2023 | Smith Salley & Associates | 9,991 | $0.44M | 0.0% | -2.8% | 0.100% | |
10/26/2023 | Park Avenue Securities LLC | 23,205 | $1.03M | 0.0% | +7.2% | 0.232% | |
10/25/2023 | Peak Financial Management Inc. | 156,679 | $6.92M | 1.9% | +1.1% | 1.567% | |
10/24/2023 | Lynch & Associates IN | 7,270 | $0.32M | 0.1% | +4.8% | 0.073% | |
10/24/2023 | J.W. Cole Advisors Inc. | 15,780 | $0.70M | 0.1% | -9.1% | 0.158% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 22,589 | $1M | 0.0% | -1.6% | 0.226% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 31,701 | $1.40M | 0.0% | -28.5% | 0.317% | |
10/23/2023 | Commonwealth Equity Services LLC | 108,355 | $4.79M | 0.0% | +5.2% | 1.084% | |
10/20/2023 | Brookstone Capital Management | 75,168 | $3.21M | 0.1% | +2.2% | 0.752% | |
10/18/2023 | Yoder Wealth Management Inc. | 14,078 | $0.62M | 0.4% | +7.0% | 0.141% | |
10/11/2023 | AE Wealth Management LLC | 264,693 | $11.70M | 0.1% | +0.7% | 2.647% | |
10/11/2023 | CWM LLC | 7,128 | $0.32M | 0.0% | +27.4% | 0.071% | |
8/21/2023 | Osaic Holdings Inc. | 216,051 | $10.09M | 0.0% | -29.4% | 2.161% | |
8/17/2023 | Orion Portfolio Solutions LLC | 84,653 | $3.95M | 0.0% | +121.7% | 0.847% | |
8/17/2023 | Coppell Advisory Solutions LLC | 1,200 | $55K | 0.0% | N/A | 0.012% | |
8/16/2023 | Sunbelt Securities Inc. | 25,520 | $1.19M | 0.2% | +184.7% | 0.255% | |
8/15/2023 | Wells Fargo & Company MN | 159,659 | $7.45M | 0.0% | +173.9% | 1.597% | |
8/15/2023 | Trail Ridge Investment Advisors LLC | 10,249 | $0.48M | 0.3% | -4.3% | 0.102% | |
8/15/2023 | Goldman Sachs Group Inc. | 100,000 | $4.67M | 0.0% | -10.0% | 1.000% | |
8/15/2023 | Royal Bank of Canada | 5,791 | $0.27M | 0.0% | -12.8% | 0.058% | |
8/15/2023 | Stifel Financial Corp | 35,949 | $1.68M | 0.0% | +0.7% | 0.359% | |
8/14/2023 | Orion Portfolio Solutions LLC | 37,522 | $3.95M | 0.0% | -1.7% | 0.375% | |
8/14/2023 | Certified Advisory Corp | 36,823 | $1.72M | 0.3% | +94.0% | 0.368% | |
8/14/2023 | Snowden Capital Advisors LLC | 10,005 | $0.47M | 0.0% | +10.0% | 0.100% | |
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8/14/2023 | Eqis Capital Management Inc. | 24,730 | $1.15M | 0.1% | -2.0% | 0.247% | |
8/11/2023 | Kestra Advisory Services LLC | 13,100 | $0.61M | 0.0% | -63.4% | 0.131% | |
8/11/2023 | JPMorgan Chase & Co. | 21,262 | $0.99M | 0.0% | -8.6% | 0.213% | |
8/10/2023 | Osaic Holdings Inc. | 216,051 | $10.09M | 0.0% | -29.4% | 2.161% | |
8/10/2023 | Commonwealth Equity Services LLC | 103,026 | $4.81M | 0.0% | -39.8% | 1.041% | |
8/10/2023 | Cetera Advisor Networks LLC | 30,344 | $1.42M | 0.0% | +12.9% | 0.307% | |
8/10/2023 | Cetera Investment Advisers | 83,548 | $3.90M | 0.0% | +21.0% | 0.844% | |
8/9/2023 | Sweeney & Michel LLC | 10,062 | $0.47M | 0.2% | -9.6% | 0.102% | |
8/9/2023 | AGF Management Ltd. | 18,650 | $0.87M | 0.0% | -31.5% | 0.188% | |
8/9/2023 | Lido Advisors LLC | 439,776 | $20.52M | 0.1% | +3.1% | 4.442% | |