3/22/2024 | PNC Financial Services Group Inc. | 2,543 | $45K | 0.0% | N/A | 0.004% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 38,329 | $0.68M | 0.0% | -6.0% | 0.066% | |
2/23/2024 | Beacon Financial Group | 203,245 | $3.62M | 0.4% | +0.7% | 0.352% | |
2/22/2024 | Peterson Wealth Management | 92,016 | $1.64M | 1.5% | -54.7% | 0.159% | |
2/16/2024 | Harbour Investments Inc. | 38,370 | $0.68M | 0.0% | -12.9% | 0.066% | |
2/15/2024 | Virtue Capital Management LLC | 20,093 | $0.36M | 0.1% | +12.0% | 0.035% | |
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2/15/2024 | Baird Financial Group Inc. | 152,791 | $2.72M | 0.0% | -59.7% | 0.264% | |
2/15/2024 | Citadel Advisors LLC | 17,584 | $0.31M | 0.0% | N/A | 0.030% | |
2/15/2024 | Comerica Bank | 62,537 | $1.12M | 0.0% | +24.8% | 0.108% | |
2/14/2024 | Royal Bank of Canada | 3,372,824 | $60.14M | 0.0% | +0.7% | 5.835% | |
2/14/2024 | Jacobi Capital Management LLC | 11,015 | $0.20M | 0.0% | -32.1% | 0.019% | |
2/14/2024 | Vista Investment Management | 123,256 | $2.20M | 1.0% | -8.4% | 0.213% | |
2/14/2024 | MGO One Seven LLC | 28,443 | $0.51M | 0.0% | N/A | 0.049% | |
2/14/2024 | Visionary Wealth Advisors | 86,607 | $1.54M | 0.1% | N/A | 0.150% | |
2/13/2024 | Platform Technology Partners | 107,968 | $1.95M | 0.8% | -17.4% | 0.187% | |
2/13/2024 | Envestnet Asset Management Inc. | 853,024 | $15.21M | 0.0% | +36.6% | 1.476% | |
2/13/2024 | Cetera Advisor Networks LLC | 104,598 | $1.87M | 0.0% | +9.8% | 0.181% | |
2/13/2024 | First Trust Advisors LP | 239,655 | $4.27M | 0.0% | -4.1% | 0.415% | |
2/12/2024 | Stifel Financial Corp | 258,879 | $4.62M | 0.0% | -7.4% | 0.448% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 55,256 | $0.99M | 0.0% | +31.2% | 0.096% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 72,810 | $1.30M | 0.1% | -2.8% | 0.126% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 89,094 | $1.59M | 0.0% | -55.7% | 0.154% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 57,322 | $1.02M | 0.1% | -22.0% | 0.099% | |
2/9/2024 | UBS Group AG | 6,423,576 | $114.53M | 0.0% | +0.9% | 11.113% | |
2/9/2024 | PNC Financial Services Group Inc. | 2,543 | $45K | 0.0% | N/A | 0.004% | |
2/8/2024 | Financial Advocates Investment Management | 92,957 | $1.66M | 0.1% | +18.4% | 0.161% | |
2/8/2024 | Kingsview Wealth Management LLC | 183,751 | $3.28M | 0.1% | N/A | 0.318% | |
2/8/2024 | Janney Montgomery Scott LLC | 552,944 | $9.86M | 0.0% | -1.1% | 0.957% | |
2/7/2024 | Avantax Advisory Services Inc. | 22,056 | $0.39M | 0.0% | +8.7% | 0.038% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 15,158 | $0.27M | 0.0% | +29.5% | 0.026% | |
2/7/2024 | NBC Securities Inc. | 9,339 | $0.17M | 0.0% | -10.5% | 0.016% | |
2/6/2024 | Welch & Forbes LLC | 176,424 | $3.15M | 0.0% | -2.3% | 0.305% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 85,003 | $1.52M | 0.1% | -1.2% | 0.147% | |
2/6/2024 | Private Advisor Group LLC | 120,565 | $2.15M | 0.0% | +4.6% | 0.209% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 49,544 | $0.88M | 0.0% | +22.1% | 0.086% | |
2/6/2024 | Spire Wealth Management | 56,597 | $1.01M | 0.0% | -3.7% | 0.098% | |
2/6/2024 | Avidian Wealth Solutions LLC | 120,897 | $2.16M | 0.1% | N/A | 0.209% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 14,182 | $0.25M | 0.0% | N/A | 0.025% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 18,827 | $0.34M | 0.0% | -12.3% | 0.033% | |
2/5/2024 | Citizens Business Bank | 972,828 | $17.35M | 3.9% | -3.8% | 1.683% | |
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2/5/2024 | Kestra Private Wealth Services LLC | 20,729 | $0.37M | 0.0% | +6.2% | 0.036% | |
2/5/2024 | Silver Oak Securities Incorporated | 10,371 | $0.19M | 0.0% | N/A | 0.018% | |
2/5/2024 | Magnus Financial Group LLC | 49,086 | $0.88M | 0.1% | -87.1% | 0.085% | |
2/2/2024 | Truist Financial Corp | 677,444 | $12.08M | 0.0% | +55.6% | 1.172% | |
2/2/2024 | Atria Wealth Solutions Inc. | 63,503 | $1.13M | 0.0% | -19.8% | 0.110% | |
2/1/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 2,029,706 | $36.19M | 2.4% | +1,551.9% | 3.512% | |
2/1/2024 | Sigma Planning Corp | 38,790 | $0.69M | 0.1% | -49.7% | 0.067% | |
2/1/2024 | CWM LLC | 34,541 | $0.62M | 0.0% | +70.2% | 0.060% | |
1/31/2024 | Castle Wealth Management LLC | 11,085 | $0.20M | 0.1% | -12.1% | 0.019% | |
1/31/2024 | Western Wealth Management LLC | 42,360 | $0.76M | 0.1% | +18.6% | 0.073% | |
1/31/2024 | Integral Investment Advisors Inc. | 226,395 | $4.04M | 2.6% | +7.2% | 0.392% | |
1/31/2024 | Key Financial Inc | 832,976 | $14.85M | 4.1% | +94.6% | 1.441% | |
1/30/2024 | Phocas Financial Corp. | 22,055 | $0.39M | 0.1% | -87.3% | 0.038% | |
1/29/2024 | Koshinski Asset Management Inc. | 23,687 | $0.42M | 0.1% | +26.0% | 0.041% | |
1/29/2024 | Essex LLC | 897,789 | $16.01M | 4.0% | +4.0% | 1.553% | |
1/29/2024 | Adamsbrown Wealth Consultants LLC | 586,318 | $10.45M | 4.5% | +3.9% | 1.014% | |
1/29/2024 | Sutton Place Investors LLC | 112,110 | $2M | 1.4% | +1.4% | 0.194% | |
1/25/2024 | RFG Advisory LLC | 58,466 | $1.04M | 0.0% | +4.0% | 0.101% | |
1/25/2024 | International Assets Investment Management LLC | 16,419 | $0.29M | 0.0% | N/A | 0.028% | |
1/25/2024 | United Capital Management of KS Inc. | 72,481 | $1.29M | 0.4% | -20.9% | 0.125% | |
1/24/2024 | Stratos Wealth Partners LTD. | 35,562 | $0.63M | 0.0% | -25.5% | 0.062% | |
1/24/2024 | Arkadios Wealth Advisors | 57,971 | $1.03M | 0.1% | -32.4% | 0.100% | |
1/24/2024 | International Assets Investment Management LLC | 292,742 | $5.22M | 0.0% | N/A | 0.506% | |
1/24/2024 | Stonebridge Advisors LLC | 10,063 | $0.18M | 0.0% | -30.0% | 0.017% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 13,900 | $0.25M | 0.2% | -25.9% | 0.024% | |
1/22/2024 | Princeton Global Asset Management LLC | 84,226 | $1.50M | 0.4% | -6.4% | 0.146% | |
1/22/2024 | Clarus Wealth Advisors | 29,897 | $0.53M | 0.3% | N/A | 0.052% | |
1/22/2024 | Miracle Mile Advisors LLC | 991,282 | $17.68M | 0.5% | -37.7% | 1.715% | |
1/19/2024 | Forum Private Client Group LLC | 37,081 | $0.66M | 0.3% | N/A | 0.064% | |
1/19/2024 | Wagner Wealth Management LLC | 17,750 | $0.32M | 0.1% | +5.3% | 0.031% | |
1/19/2024 | Flagstar Advisors Inc. | 219,521 | $3.91M | 1.2% | N/A | 0.380% | |
1/18/2024 | Global Retirement Partners LLC | 43,135 | $0.77M | 0.0% | -60.0% | 0.075% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 49,374 | $0.88M | 0.6% | N/A | 0.085% | |
1/17/2024 | ZRC Wealth Management LLC | 155,895 | $2.63M | 1.5% | N/A | 0.270% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 17,600 | $0.31M | 0.0% | N/A | 0.030% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 727,866 | $12.98M | 0.0% | +18.9% | 1.259% | |
1/16/2024 | Raymond James & Associates | 495,767 | $8.84M | 0.0% | -5.8% | 0.858% | |
1/11/2024 | Marshall Financial Group LLC | 12,562 | $0.22M | 0.1% | -94.4% | 0.022% | |
1/9/2024 | Elevated Capital Advisors LLC | 389,403 | $6.94M | 2.2% | -0.2% | 0.674% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 40,754 | $0.69M | 0.0% | -5.1% | 0.071% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 122,872 | $2.07M | 1.8% | N/A | 0.213% | |
11/21/2023 | Comerica Bank | 50,096 | $0.85M | 0.0% | N/A | 0.087% | |
11/16/2023 | Creative Planning | 18,464 | $0.31M | 0.0% | N/A | 0.032% | |
11/16/2023 | Harbour Investments Inc. | 44,035 | $0.74M | 0.0% | -5.1% | 0.076% | |
11/16/2023 | Morgan Stanley | 11,081,247 | $187.05M | 0.0% | +28.9% | 19.172% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 18,011 | $0.30M | 0.0% | -9.3% | 0.031% | |
11/15/2023 | Royal Bank of Canada | 3,348,921 | $56.53M | 0.0% | -4.1% | 5.794% | |
11/15/2023 | Peterson Wealth Management | 203,330 | $3.43M | 2.8% | -11.0% | 0.352% | |
11/14/2023 | Trustmark National Bank Trust Department | 26,300 | $0.44M | 0.0% | -9.2% | 0.046% | |
11/13/2023 | Jacobi Capital Management LLC | 16,211 | $0.27M | 0.0% | -15.3% | 0.028% | |
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11/13/2023 | Vista Investment Management | 134,519 | $2.27M | 1.0% | +6.9% | 0.233% | |
11/13/2023 | Stifel Financial Corp | 279,519 | $4.72M | 0.0% | +1.8% | 0.484% | |
11/13/2023 | LPL Financial LLC | 2,424,917 | $40.93M | 0.0% | +15.3% | 4.195% | |
11/13/2023 | Stonebridge Advisors LLC | 14,384 | $0.24M | 0.1% | -84.8% | 0.025% | |
11/13/2023 | Envestnet Asset Management Inc. | 624,511 | $10.54M | 0.0% | +19.9% | 1.080% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,702 | $0.20M | 0.0% | N/A | 0.020% | |
11/9/2023 | UBS Group AG | 6,363,876 | $107.42M | 0.0% | +32.4% | 11.010% | |
11/9/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 620,000 | $10.47M | 1.0% | N/A | 1.073% | |
11/8/2023 | HighTower Advisors LLC | 126,757 | $2.14M | 0.0% | -4.7% | 0.219% | |
11/8/2023 | Platform Technology Partners | 130,740 | $2.21M | 1.0% | -4.2% | 0.226% | |