4/24/2024 | Win Advisors Inc. | 35,809 | $3.04M | 1.3% | N/A | 1.577% | |
4/22/2024 | Nilsine Partners LLC | 21,312 | $1.81M | 0.2% | -5.0% | 0.939% | |
4/13/2024 | IMC Chicago LLC | 20,314 | $1.72M | 0.0% | N/A | 0.662% | |
4/11/2024 | Cadent Capital Advisors LLC | 5,406 | $458K | 0.2% | +28.9% | 0.176% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,835 | $654K | 0.0% | -8.7% | 0.255% | |
3/19/2024 | M3 Advisory Group LLC | 4,870 | $407K | 0.5% | N/A | 0.159% | |
|
2/12/2024 | Focus Financial Network Inc. ADV | 2,569 | $214K | 0.0% | N/A | 0.084% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,835 | $654K | 0.0% | -8.7% | 0.255% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,425 | $620K | 0.0% | -5.7% | 0.242% | |
2/6/2024 | Spire Wealth Management | 1,822 | $143K | 0.0% | -12.3% | 0.059% | |
1/30/2024 | Hamilton Point Investment Advisors LLC | 2,324 | $194K | 0.0% | N/A | 0.076% | |
1/29/2024 | Genesee Capital Advisors LLC | 16,169 | $1.35M | 0.8% | -64.2% | 0.527% | |
1/25/2024 | International Assets Investment Management LLC | 33,229 | $2.77M | 0.0% | N/A | 1.082% | |
1/24/2024 | International Assets Investment Management LLC | 33,229 | $2.77M | 0.0% | N/A | 1.082% | |
1/18/2024 | Syntegra Private Wealth Group LLC | 11,213 | $936K | 0.1% | -16.6% | 0.365% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,021 | $670K | 0.0% | -10.7% | 0.261% | |
1/16/2024 | Raymond James & Associates | 18,735 | $1.56M | 0.0% | +1.0% | 0.610% | |
1/12/2024 | CX Institutional | 3,700 | $309K | 0.0% | -83.7% | 0.121% | |
1/12/2024 | Register Financial Advisors LLC | 549 | $46K | 0.0% | N/A | 0.018% | |
12/6/2023 | Citigroup Inc. | 2,758 | $207K | 0.0% | -12.6% | 0.090% | |
11/15/2023 | Baker Avenue Asset Management LP | 20,903 | $1.57M | 0.1% | N/A | 0.681% | |
11/14/2023 | Qube Research & Technologies Ltd | 23,140 | $1.73M | 0.0% | +1,208.1% | 0.754% | |
11/13/2023 | LPL Financial LLC | 57,461 | $4.31M | 0.0% | -29.1% | 1.872% | |
11/8/2023 | Spire Wealth Management | 2,078 | $156K | 0.0% | +95.7% | 0.068% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,871 | $590K | 0.0% | +8.7% | 0.256% | |
11/4/2023 | NBC Securities Inc. | 921 | $69K | 0.0% | N/A | 0.030% | |
11/4/2023 | Nomura Asset Management Co. Ltd. | 4,506 | $338K | 0.0% | -60.1% | 0.147% | |
10/31/2023 | Fifth Third Bancorp | 400 | $30K | 0.0% | N/A | 0.013% | |
10/25/2023 | Genesee Capital Advisors LLC | 45,185 | $3.39M | 2.4% | -4.8% | 1.472% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 8,985 | $673K | 0.0% | -5.2% | 0.293% | |
10/24/2023 | Raymond James & Associates | 18,548 | $1.39M | 0.0% | -1.0% | 0.604% | |
10/23/2023 | Sheets Smith Wealth Management | 433 | $32K | 0.0% | N/A | 0.014% | |
10/18/2023 | CX Institutional | 22,742 | $1.70M | 0.1% | N/A | 0.741% | |
10/17/2023 | Financial Services Advisory Inc | 9,969 | $747K | 0.4% | N/A | 0.325% | |
10/12/2023 | IMC Chicago LLC | 25,934 | $1.94M | 0.0% | N/A | 0.845% | |
8/11/2023 | PNC Financial Services Group Inc. | 8,678 | $727K | 0.0% | -6.8% | 0.283% | |
8/10/2023 | Private Advisor Group LLC | 3,275 | $274K | 0.0% | N/A | 0.107% | |
8/10/2023 | Cetera Advisors LLC | 16,477 | $1.38M | 0.0% | -18.8% | 0.537% | |
8/10/2023 | Cetera Advisor Networks LLC | 4,233 | $354K | 0.0% | -5.0% | 0.138% | |
8/10/2023 | Cetera Investment Advisers | 2,523 | $211K | 0.0% | N/A | 0.082% | |
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8/9/2023 | Spire Wealth Management | 1,062 | $89K | 0.0% | -19.8% | 0.035% | |
8/9/2023 | Flow Traders U.S. LLC | 7,753 | $649K | 0.0% | -47.6% | 0.253% | |
8/3/2023 | AlphaStar Capital Management LLC | 4,960 | $415K | 0.0% | N/A | 0.162% | |
8/2/2023 | Bank of Montreal Can | 644 | $54K | 0.0% | N/A | 0.021% | |
8/2/2023 | Synergy Asset Management LLC | 42,711 | $3.58M | 0.9% | N/A | 1.391% | |
8/1/2023 | Truist Financial Corp | 3,395 | $284K | 0.0% | +21.0% | 0.111% | |
7/31/2023 | LPL Financial LLC | 81,040 | $6.79M | 0.0% | +4.7% | 2.640% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 9,481 | $794K | 0.0% | -76.4% | 0.309% | |
7/25/2023 | Raymond James & Associates | 18,726 | $1.57M | 0.0% | +2.3% | 0.610% | |
7/21/2023 | Nilsine Partners LLC | 22,433 | $1.88M | 0.3% | -4.2% | 0.731% | |
7/17/2023 | Genesee Capital Advisors LLC | 47,440 | $3.97M | 2.7% | -2.8% | 1.545% | |
7/13/2023 | Miracle Mile Advisors LLC | 6,780 | $568K | 0.0% | -65.6% | 0.221% | |
5/16/2023 | Syntegra Private Wealth Group LLC | 13,507 | $979K | 0.2% | +22.5% | 0.413% | |
5/10/2023 | LPL Financial LLC | 77,381 | $5.61M | 0.0% | -43.1% | 2.366% | |
5/9/2023 | Spire Wealth Management | 1,324 | $96K | 0.0% | +60.1% | 0.040% | |
5/5/2023 | Truist Financial Corp | 2,805 | $203K | 0.0% | -24.6% | 0.086% | |
5/5/2023 | Retirement Income Solutions Inc | 2,777 | $201K | 0.1% | N/A | 0.085% | |
4/28/2023 | Avantax Advisory Services Inc. | 7,509 | $544K | 0.0% | -3.8% | 0.230% | |
4/26/2023 | Q3 Asset Management | 7,230 | $523K | 0.4% | -7.8% | 0.221% | |
4/25/2023 | Geneos Wealth Management Inc. | 3,350 | $243K | 0.0% | +15.1% | 0.102% | |
4/20/2023 | Miracle Mile Advisors LLC | 19,732 | $1.43M | 0.0% | -7.0% | 0.603% | |
4/19/2023 | CENTRAL TRUST Co | 500 | $36K | 0.0% | N/A | 0.015% | |
4/18/2023 | Genesee Capital Advisors LLC | 48,789 | $3.54M | 2.5% | N/A | 1.452% | |
4/17/2023 | Cadent Capital Advisors LLC | 4,172 | $302K | 0.1% | -10.7% | 0.124% | |
4/14/2023 | Trust Co. of Oklahoma | 20,456 | $1.48M | 0.6% | -12.8% | 0.609% | |
4/14/2023 | AE Wealth Management LLC | 10,408 | $754K | 0.0% | +4.0% | 0.310% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 40,205 | $2.91M | 0.0% | +277.6% | 1.197% | |
4/14/2023 | Raymond James & Associates | 18,298 | $1.33M | 0.0% | +49.4% | 0.545% | |
4/10/2023 | WealthCare Investment Partners LLC | 3,080 | $223K | 0.1% | -19.8% | 0.092% | |
4/7/2023 | HBW Advisory Services LLC | 15,321 | $1.11M | 0.3% | -4.4% | 0.456% | |
2/13/2023 | Syntegra Private Wealth Group LLC | 11,030 | $741K | 0.1% | N/A | 0.328% | |
2/10/2023 | Bank of America Corp DE | 2,753,440 | $185.06M | 0.0% | -10.4% | 81.948% | |
2/10/2023 | CoreCap Advisors LLC | 513 | $35K | 0.0% | N/A | 0.015% | |
2/10/2023 | PNC Financial Services Group Inc. | 10,265 | $690K | 0.0% | -21.2% | 0.306% | |
2/10/2023 | Moors & Cabot Inc. | 2,210 | $209K | 0.0% | N/A | 0.066% | |
2/9/2023 | Citigroup Inc. | 5,209 | $350K | 0.0% | -6.4% | 0.155% | |
2/9/2023 | HighTower Advisors LLC | 5,101 | $339K | 0.0% | -63.3% | 0.152% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 3,500 | $235K | 0.0% | -9.8% | 0.104% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 10,647 | $716K | 0.0% | +2.1% | 0.317% | |
2/8/2023 | Raymond James & Associates | 12,245 | $823K | 0.0% | +13.0% | 0.364% | |
2/8/2023 | UBS Group AG | 48,814 | $3.28M | 0.0% | -21.0% | 1.453% | |
2/7/2023 | Commonwealth Equity Services LLC | 7,655 | $514K | 0.0% | -11.9% | 0.228% | |
2/7/2023 | LPL Financial LLC | 135,956 | $9.14M | 0.0% | +61.5% | 4.046% | |
2/7/2023 | IFP Advisors Inc | 2,909 | $191K | 0.0% | -15.8% | 0.087% | |
2/7/2023 | Moors & Cabot Inc. | 2,210 | $209K | 0.0% | N/A | 0.066% | |
2/3/2023 | Spire Wealth Management | 827 | $56K | 0.0% | -42.3% | 0.025% | |
2/2/2023 | Q3 Asset Management | 7,844 | $526K | 0.4% | N/A | 0.233% | |
1/31/2023 | AE Wealth Management LLC | 10,003 | $672K | 0.0% | +1.4% | 0.298% | |
1/30/2023 | Cumberland Advisors Inc. | 165,930 | $11.15M | 4.8% | N/A | 4.938% | |
1/25/2023 | Mayflower Financial Advisors LLC | 3,842 | $258K | 0.0% | N/A | 0.113% | |
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1/20/2023 | Miracle Mile Advisors LLC | 21,226 | $1.43M | 0.0% | N/A | 0.362% | |
1/19/2023 | Mayflower Financial Advisors LLC | 3,842 | $258K | 0.2% | N/A | 0.065% | |
1/19/2023 | Trust Co. of Oklahoma | 23,459 | $1.58M | 0.6% | N/A | 0.400% | |
1/5/2023 | HBW Advisory Services LLC | 16,033 | $1.08M | 0.3% | N/A | 0.272% | |
12/2/2022 | American Trust | 5,255 | $334K | 0.0% | +128.5% | 0.086% | |
11/10/2022 | Nomura Asset Management Co. Ltd. | 24,106 | $1.53M | 0.0% | -28.7% | 0.396% | |
11/10/2022 | UBS Group AG | 61,824 | $3.93M | 0.0% | +7.6% | 1.015% | |
11/4/2022 | First Republic Investment Management Inc. | 5,859 | $373K | 0.0% | +30.3% | 0.096% | |
11/2/2022 | Rockefeller Capital Management L.P. | 799 | $50K | 0.0% | -23.4% | 0.013% | |
11/2/2022 | Avantax Advisory Services Inc. | 6,770 | $431K | 0.0% | -4.8% | 0.110% | |