5/16/2024 | B. Riley Wealth Advisors Inc. | 43,308 | $657K | 0.0% | +2.6% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 535,410 | $8.75M | 1.3% | +7.3% | 0.000% | |
5/8/2024 | Addison Capital Co | 104,821 | $1.71M | 0.9% | +27.8% | 0.000% | |
5/7/2024 | Benedetti & Gucer Inc. | 11,700 | $191K | 0.1% | +15.8% | 0.000% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 5,816 | $95K | 0.0% | -69.4% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 46,374 | $758K | 0.0% | +30.2% | 0.000% | |
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4/30/2024 | J.W. Cole Advisors Inc. | 53,708 | $878K | 0.0% | +9.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 189,303 | $3.09M | 0.0% | -8.2% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 86,000 | $1.41M | 0.0% | +1.9% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 19,866 | $325K | 0.0% | +8.9% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,100 | $34K | 0.0% | N/A | 0.000% | |
4/25/2024 | Schnieders Capital Management LLC | 37,775 | $617K | 0.1% | -10.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 499,306 | $8.16M | 0.0% | -10.8% | 0.000% | |
4/22/2024 | Raymond James & Associates | 327,384 | $5.35M | 0.0% | +11.0% | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 1,265,814 | $20.68M | 12.8% | +1.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 33,700 | $551K | 0.0% | +68.2% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 22,439 | $367K | 0.0% | -25.1% | 0.000% | |
4/16/2024 | First National Bank Sioux Falls | 61,812 | $1.01M | 0.6% | +5.8% | 0.000% | |
4/11/2024 | Cooper Financial Group | 10,750 | $176K | 0.0% | -45.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 17,543 | $285K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 42,218 | $686K | 0.0% | -2.5% | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 2,000 | $33K | 0.0% | +100.0% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 2,635 | $43K | 0.0% | +332.0% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 18,369 | $299K | 0.0% | N/A | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 141,039 | $2.29M | 0.1% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 73,983 | $1.20M | 0.8% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 57,503 | $935K | 0.0% | N/A | 0.000% | |
2/12/2024 | Journey Advisory Group LLC | 13,500 | $220K | 0.0% | -13.5% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 120,613 | $1.96M | 0.2% | -11.8% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 26,550 | $432K | 0.0% | N/A | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 46,261 | $752K | 0.0% | +20.6% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 19,369 | $315K | 0.0% | +6.7% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 628,401 | $10.22M | 0.0% | -6.4% | 0.000% | |
2/9/2024 | UBS Group AG | 1,033,198 | $16.80M | 0.0% | +7.2% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 2,635 | $45K | 0.0% | +332.0% | 0.000% | |
2/8/2024 | Addison Capital Co | 82,039 | $1.33M | 0.8% | +14.8% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 33,621 | $547K | 0.0% | -10.2% | 0.000% | |
2/7/2024 | Edgemoor Investment Advisors Inc. | 10,380 | $169K | 0.0% | -8.8% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 39,481 | $642K | 0.0% | -30.7% | 0.000% | |
2/6/2024 | M&T Bank Corp | 847,874 | $13.79M | 0.1% | +1.7% | 0.000% | |
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2/6/2024 | Benjamin F. Edwards & Company Inc. | 84,386 | $1.37M | 0.0% | -0.9% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 66,677 | $1.08M | 1.1% | +1.4% | 0.000% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 18,000 | $293K | 0.0% | +16.1% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 42,630 | $693K | 0.0% | +4.1% | 0.000% | |
2/5/2024 | Intellectus Partners LLC | 165,209 | $2.69M | 0.8% | +27.0% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,141 | $279K | 0.0% | -7.8% | 0.000% | |
2/2/2024 | Schnieders Capital Management LLC | 42,375 | $689K | 0.2% | -4.9% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 10,700 | $174K | 0.0% | -69.7% | 0.000% | |
2/1/2024 | First National Bank Sioux Falls | 58,446 | $950K | 0.5% | -32.4% | 0.000% | |
2/1/2024 | OLD National Bancorp IN | 13,332 | $217K | 0.0% | -45.2% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 49,218 | $800K | 0.0% | +25.5% | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 1,253,593 | $20.38M | 13.9% | +3.7% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 20,035 | $326K | 0.0% | -5.4% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 18,210 | $296K | 0.0% | -69.8% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 3,750 | $61K | 0.0% | -74.9% | 0.000% | |
1/18/2024 | Good Life Advisors LLC | 60,472 | $983K | 0.1% | -12.5% | 0.000% | |
1/17/2024 | Reitz Capital Advisors LLC | 90,338 | $1.47M | 2.6% | -46.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 559,759 | $9.10M | 0.0% | -8.0% | 0.000% | |
1/16/2024 | Raymond James & Associates | 294,999 | $4.80M | 0.0% | +37.6% | 0.000% | |
1/16/2024 | Cooper Financial Group | 19,581 | $318K | 0.1% | -26.1% | 0.000% | |
1/11/2024 | LexAurum Advisors LLC | 21,759 | $354K | 0.1% | -25.7% | 0.000% | |
1/8/2024 | High Net Worth Advisory Group LLC | 56,921 | $926K | 0.3% | +1.8% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 43,308 | $657K | 0.0% | -27.9% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 103,639 | $1.57M | 0.0% | N/A | 0.000% | |
11/15/2023 | Baker Avenue Asset Management LP | 2,863 | $43K | 0.0% | -99.1% | 0.000% | |
11/13/2023 | Addison Capital Co | 71,437 | $1.08M | 0.8% | -2.1% | 0.000% | |
11/13/2023 | LPL Financial LLC | 527,857 | $8.00M | 0.0% | +2.5% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 9,903 | $150K | 0.0% | -94.7% | 0.000% | |
11/13/2023 | Invesco Ltd. | 695,228 | $10.54M | 0.0% | +38.8% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 35,366 | $536K | 0.0% | +61.0% | 0.000% | |
11/9/2023 | UBS Group AG | 963,795 | $14.61M | 0.0% | -25.7% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 127,164 | $1.93M | 0.0% | -5.9% | 0.000% | |
11/8/2023 | Lebenthal Global Advisors LLC | 169,369 | $2.57M | 0.8% | -36.3% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 37,432 | $567K | 0.0% | -15.4% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 69,956 | $1.06M | 0.1% | +10.3% | 0.000% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 19,483 | $295K | 0.0% | N/A | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 40,961 | $621K | 0.0% | N/A | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 65,778 | $997K | 1.1% | -1.8% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 35,825 | $543K | 0.0% | -6.3% | 0.000% | |
11/2/2023 | M&T Bank Corp | 833,860 | $12.64M | 0.1% | N/A | 0.000% | |
10/30/2023 | Eagle Bluffs Wealth Management LLC | 1,208,855 | $18.33M | 14.1% | +37.5% | 0.000% | |
10/30/2023 | SFI Advisors LLC | 14,569 | $221K | 0.2% | +19.0% | 0.000% | |
10/27/2023 | Hudson Capital Management LLC | 239,882 | $3.64M | 1.3% | +6.5% | 0.000% | |
10/25/2023 | Intellectus Partners LLC | 130,047 | $1.97M | 0.6% | +65.3% | 0.000% | |
10/24/2023 | S. R. Schill & Associates | 16,757 | $254K | 0.1% | -6.4% | 0.000% | |
10/24/2023 | J.W. Cole Advisors Inc. | 39,207 | $594K | 0.0% | -3.7% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 60,312 | $914K | 0.0% | +27.9% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 608,147 | $9.22M | 0.0% | +9.1% | 0.000% | |
10/24/2023 | Raymond James & Associates | 214,339 | $3.25M | 0.0% | -1.5% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 69,719 | $1.06M | 0.0% | +2.4% | 0.000% | |
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10/23/2023 | Commonwealth Equity Services LLC | 201,506 | $3.06M | 0.0% | +14.0% | 0.000% | |
10/20/2023 | Atlantic Union Bankshares Corp | 30,239 | $458K | 0.0% | -11.2% | 0.000% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 56,963 | $864K | 0.0% | -4.2% | 0.000% | |
10/16/2023 | Riverbridge Partners LLC | 18,111 | $275K | 0.0% | +24.6% | 0.000% | |
10/16/2023 | Reitz Capital Advisors LLC | 170,238 | $2.58M | 4.9% | +12.8% | 0.000% | |
10/16/2023 | LexAurum Advisors LLC | 29,299 | $444K | 0.1% | -9.1% | 0.000% | |
10/13/2023 | Cooper Financial Group | 26,498 | $402K | 0.1% | -82.0% | 0.000% | |
10/12/2023 | First National Bank Sioux Falls | 86,500 | $1.31M | 0.8% | -8.0% | 0.000% | |
10/11/2023 | Transform Wealth LLC | 37,200 | $564K | 0.1% | N/A | 0.000% | |
10/10/2023 | National Bank of Canada FI | 7,761 | $116K | 0.0% | -54.2% | 0.000% | |