5/22/2023 | Ameriprise Financial Inc. | 385,256 | $43.20M | 0.0% | +25.1% | 3.547% | |
5/18/2023 | Titleist Asset Management LLC | 3,526 | $0.40M | 0.1% | N/A | 0.032% | |
5/18/2023 | JPMorgan Chase & Co. | 969 | $0.11M | 0.0% | -10.8% | 0.009% | |
5/18/2023 | Centaurus Financial Inc. | 5,485 | $0.62M | 0.0% | +125.9% | 0.051% | |
5/16/2023 | Ancora Advisors LLC | 103,298 | $11.59M | 0.3% | +1.3% | 0.951% | |
5/16/2023 | Jane Street Group LLC | 28,661 | $3.21M | 0.0% | N/A | 0.264% | |
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5/16/2023 | Steward Partners Investment Advisory LLC | 15,839 | $1.78M | 0.0% | +128.3% | 0.146% | |
5/16/2023 | Harbour Investments Inc. | 28,493 | $3.20M | 0.2% | +14.1% | 0.262% | |
5/16/2023 | Belpointe Asset Management LLC | 5,569 | $0.63M | 0.0% | +18.6% | 0.051% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 7,276 | $0.82M | 0.1% | -21.8% | 0.067% | |
5/15/2023 | Two Sigma Advisers LP | 8,900 | $1M | 0.0% | N/A | 0.082% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 35,282 | $3.96M | 0.3% | +6.1% | 0.325% | |
5/15/2023 | ICA Group Wealth Management LLC | 27,708 | $3.11M | 0.7% | +12.6% | 0.255% | |
5/12/2023 | Smith Moore & CO. | 6,418 | $0.72M | 0.1% | -12.4% | 0.059% | |
5/12/2023 | Stifel Financial Corp | 56,291 | $6.32M | 0.0% | +423.6% | 0.518% | |
5/12/2023 | MML Investors Services LLC | 13,646 | $1.53M | 0.0% | +14.3% | 0.126% | |
5/12/2023 | Bank of America Corp DE | 311,062 | $34.89M | 0.0% | +23.9% | 2.864% | |
5/12/2023 | Masso Torrence Wealth Management Inc. | 23,970 | $2.69M | 2.1% | -20.1% | 0.221% | |
5/12/2023 | UBS Group AG | 191,903 | $21.52M | 0.0% | -6.7% | 1.767% | |
5/12/2023 | NewEdge Advisors LLC | 26,722 | $2.87M | 0.0% | +11.8% | 0.246% | |
5/12/2023 | Balboa Wealth Partners | 1,809 | $0.20M | 0.1% | -69.0% | 0.017% | |
5/12/2023 | First Republic Investment Management Inc. | 17,500 | $1.96M | 0.0% | -11.1% | 0.161% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 36,861 | $4.13M | 0.0% | +63.5% | 0.339% | |
5/11/2023 | Financial Advocates Investment Management | 13,473 | $1.51M | 0.1% | +5.6% | 0.124% | |
5/11/2023 | Envestnet Asset Management Inc. | 24,948 | $2.80M | 0.0% | -29.4% | 0.230% | |
5/11/2023 | Commonwealth Equity Services LLC | 418,224 | $46.90M | 0.1% | -0.7% | 3.851% | |
5/11/2023 | Legacy Capital Group California Inc. | 9,491 | $1.06M | 0.5% | N/A | 0.087% | |
5/10/2023 | Private Advisor Group LLC | 124,475 | $13.96M | 0.1% | N/A | 1.146% | |
5/10/2023 | LPL Financial LLC | 714,164 | $80.09M | 0.1% | +29.2% | 6.576% | |
5/9/2023 | Wade G W & Inc. | 9,307 | $1.04M | 0.0% | +228.5% | 0.086% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 5,410 | $0.61M | 0.0% | +5.2% | 0.050% | |
5/9/2023 | US Bancorp DE | 6,099 | $0.68M | 0.0% | +13.7% | 0.056% | |
5/8/2023 | PCG Wealth Advisors LLC | 5,674 | $0.64M | 0.4% | +18.4% | 0.052% | |
5/8/2023 | ProVise Management Group LLC | 5,025 | $0.56M | 0.1% | -12.5% | 0.046% | |
5/8/2023 | Sigma Planning Corp | 25,675 | $2.88M | 0.1% | +9.5% | 0.236% | |
5/8/2023 | Global Retirement Partners LLC | 1,497 | $0.16M | 0.0% | +43.0% | 0.014% | |
5/5/2023 | Truist Financial Corp | 9,170 | $1.03M | 0.0% | -8.2% | 0.084% | |
5/5/2023 | Moors & Cabot Inc. | 3,276 | $0.37M | 0.0% | +10.1% | 0.030% | |
5/4/2023 | NEIRG Wealth Management LLC | 77,538 | $8.70M | 1.5% | +12.8% | 0.714% | |
5/4/2023 | Consolidated Planning Corp | 39,200 | $4.40M | 1.1% | +321.4% | 0.361% | |
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5/4/2023 | Founders Financial Securities LLC | 3,243 | $0.36M | 0.1% | -6.6% | 0.030% | |
5/4/2023 | Denver Wealth Management Inc. | 4,534 | $0.51M | 0.4% | -34.3% | 0.042% | |
5/4/2023 | Ausdal Financial Partners Inc. | 11,013 | $1.24M | 0.2% | +5.1% | 0.101% | |
5/3/2023 | TCI Wealth Advisors Inc. | 965 | $0.11M | 0.0% | N/A | 0.009% | |
5/3/2023 | 9258 Wealth Management LLC | 2,015 | $0.23M | 0.0% | -25.1% | 0.019% | |
5/3/2023 | Kistler Tiffany Companies LLC | 15,286 | $1.71M | 0.3% | -4.2% | 0.141% | |
5/3/2023 | Great Valley Advisor Group Inc. | 10,823 | $1.21M | 0.1% | +6.7% | 0.100% | |
5/2/2023 | Vicus Capital | 14,007 | $1.57M | 0.2% | -8.0% | 0.129% | |
5/2/2023 | Lincoln National Corp | 3,719 | $0.42M | 0.0% | +37.5% | 0.034% | |
4/28/2023 | Avantax Advisory Services Inc. | 22,439 | $2.52M | 0.0% | +16.1% | 0.207% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,098 | $0.12M | 0.0% | N/A | 0.010% | |
4/28/2023 | Janney Montgomery Scott LLC | 11,387 | $1.28M | 0.0% | +7.5% | 0.105% | |
4/27/2023 | Stratos Wealth Advisors LLC | 1,986 | $0.22M | 0.0% | -91.7% | 0.018% | |
4/27/2023 | Stratos Wealth Partners LTD. | 18,342 | $2.06M | 0.1% | +11.2% | 0.169% | |
4/26/2023 | Destiny Wealth Partners LLC | 32,146 | $3.61M | 0.7% | -1.4% | 0.296% | |
4/26/2023 | IFG Advisory LLC | 20,822 | $2.34M | 0.2% | +1.3% | 0.192% | |
4/26/2023 | James Investment Research Inc. | 33,888 | $3.80M | 0.5% | +40.8% | 0.312% | |
4/25/2023 | Geneos Wealth Management Inc. | 5,748 | $0.65M | 0.0% | +48.5% | 0.053% | |
4/24/2023 | Thoroughbred Financial Services LLC | 7,398 | $0.83M | 0.1% | +76.9% | 0.068% | |
4/20/2023 | Fusion Family Wealth LLC | 386,306 | $43.32M | 5.6% | -0.3% | 4.114% | |
4/18/2023 | Horan Securities Inc. | 1,030 | $0.12M | 0.1% | +20.2% | 0.011% | |
4/18/2023 | IFP Advisors Inc | 15,532 | $0.95M | 0.0% | -66.1% | 0.165% | |
4/17/2023 | OneAscent Financial Services LLC | 26,252 | $2.94M | 1.2% | +113.3% | 0.280% | |
4/17/2023 | First Heartland Consultants Inc. | 2,591 | $0.29M | 0.0% | +13.5% | 0.028% | |
4/14/2023 | Asset Management Corp IL ADV | 3,167 | $0.36M | 0.3% | +30.0% | 0.034% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 387,835 | $43.50M | 0.1% | +23.7% | 4.130% | |
4/14/2023 | Raymond James & Associates | 48,197 | $5.41M | 0.0% | +48.0% | 0.513% | |
4/14/2023 | Bridge Advisory LLC | 12,488 | $1.40M | 0.5% | -9.9% | 0.133% | |
4/13/2023 | Bowman & Co S.C. | 10,287 | $1.15M | 0.8% | -3.4% | 0.110% | |
4/13/2023 | Fermata Advisors LLC | 13,252 | $1.49M | 0.9% | -83.6% | 0.141% | |
4/13/2023 | Lion Street Advisors LLC | 2,743 | $0.31M | 0.1% | +12.3% | 0.029% | |
4/11/2023 | Hyperion Partners LLC | 92,441 | $10.37M | 9.3% | +2.3% | 0.984% | |
4/10/2023 | Onyx Bridge Wealth Group LLC | 85,097 | $9.54M | 3.8% | N/A | 0.906% | |
4/6/2023 | Fulcrum Equity Management | 15,664 | $1.76M | 1.6% | -9.8% | 0.167% | |
4/4/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 2,197 | $0.25M | 0.1% | N/A | 0.023% | |
3/6/2023 | Rockefeller Capital Management L.P. | 11,070 | $1.20M | 0.0% | -10.9% | 0.119% | |
2/27/2023 | Kalos Management Inc. | 344 | $37K | 0.1% | N/A | 0.004% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 88,415 | $9.60M | 0.0% | +5.4% | 0.953% | |
2/17/2023 | Truist Financial Corp | 9,984 | $1.08M | 0.0% | +3.0% | 0.108% | |
2/16/2023 | Financial Advocates Investment Management | 12,763 | $1.39M | 0.1% | +6.1% | 0.138% | |
2/16/2023 | RFG Advisory LLC | 4,706 | $0.60M | 0.0% | N/A | 0.051% | |
2/16/2023 | Harbour Investments Inc. | 24,968 | $2.71M | 0.2% | +64.6% | 0.269% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 6,937 | $0.75M | 0.0% | +3.0% | 0.075% | |
2/15/2023 | IHT Wealth Management LLC | 3,052 | $0.33M | 0.0% | -7.7% | 0.033% | |
2/15/2023 | Vicus Capital | 15,231 | $1.65M | 0.2% | +22.9% | 0.164% | |
2/15/2023 | Money Concepts Capital Corp | 901 | $98K | 0.0% | +409.0% | 0.010% | |
2/15/2023 | Morgan Stanley | 482,889 | $52.41M | 0.0% | +12.0% | 5.204% | |
2/15/2023 | Mariner LLC | 81,632 | $8.86M | 0.0% | N/A | 0.880% | |
2/15/2023 | ICA Group Wealth Management LLC | 24,610 | $2.67M | 0.6% | N/A | 0.265% | |
2/14/2023 | Susquehanna International Group LLP | 38,154 | $4.14M | 0.0% | +88.1% | 0.411% | |
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2/14/2023 | Cetera Advisor Networks LLC | 72,462 | $7.86M | 0.1% | +287.8% | 0.781% | |
2/14/2023 | Cetera Investment Advisers | 1,956 | $0.21M | 0.0% | N/A | 0.021% | |
2/14/2023 | Cetera Advisors LLC | 4,147 | $0.45M | 0.0% | -10.4% | 0.045% | |
2/14/2023 | Masso Torrence Wealth Management Inc. | 30,000 | $3.26M | 2.6% | +39.6% | 0.323% | |
2/14/2023 | PCG Wealth Advisors LLC | 4,794 | $0.52M | 0.3% | -44.4% | 0.052% | |
2/13/2023 | First Republic Investment Management Inc. | 19,679 | $2.14M | 0.0% | -2.6% | 0.212% | |
2/13/2023 | Wells Fargo & Company MN | 199,516 | $21.65M | 0.0% | +81.8% | 2.150% | |
2/13/2023 | Renaissance Technologies LLC | 2,200 | $0.24M | 0.0% | -59.3% | 0.024% | |
2/13/2023 | JPMorgan Chase & Co. | 1,086 | $0.12M | 0.0% | +8.9% | 0.012% | |
2/13/2023 | Consolidated Planning Corp | 9,303 | $1.01M | 0.3% | -77.3% | 0.100% | |