5/1/2024 | Janney Montgomery Scott LLC | 163,818 | $2.53M | 0.0% | +1,507.2% | 0.000% | |
4/30/2024 | SkyOak Wealth LLC | 10,088 | $156K | 0.0% | N/A | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 102,631 | $1.58M | 0.0% | +55.5% | 0.000% | |
2/13/2024 | ArchPoint Investors | 103,474 | $1.59M | 0.7% | -10.8% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 161,661 | $2.48M | 1.8% | N/A | 0.000% | |
2/9/2024 | Brogan Financial Inc. | 13,835 | $212K | 0.2% | N/A | 0.000% | |
|
2/9/2024 | UBS Group AG | 541,624 | $8.31M | 0.0% | +346.3% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,627 | $178K | 0.0% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 75,442 | $1.16M | 0.2% | -49.0% | 0.000% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 15,000 | $230K | 0.0% | N/A | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 34,324 | $527K | 0.0% | +2.3% | 0.000% | |
2/5/2024 | Intellectus Partners LLC | 162,706 | $2.50M | 0.7% | +21.8% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 66,019 | $1.01M | 0.0% | -6.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 1,013,392 | $15.56M | 0.0% | +1,342.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 105,686 | $1.62M | 0.0% | -4.6% | 0.000% | |
1/12/2024 | Twelve Points Wealth Management LLC | 202,270 | $3.11M | 1.5% | +4.8% | 0.000% | |
1/9/2024 | Ignite Planners LLC | 81,264 | $1.24M | 0.4% | +104.1% | 0.000% | |
11/15/2023 | Evergreen Capital Management LLC | 132,514 | $1.93M | 0.1% | N/A | 0.000% | |
11/7/2023 | Aviance Capital Partners LLC | 147,914 | $2.16M | 0.5% | -39.2% | 0.000% | |
11/1/2023 | Verus Capital Partners LLC | 35,757 | $521K | 0.1% | +14.8% | 0.000% | |
10/31/2023 | Fifth Third Bancorp | 1,800 | $26K | 0.0% | -84.1% | 0.000% | |
10/25/2023 | Intellectus Partners LLC | 133,590 | $1.95M | 0.6% | +21.9% | 0.000% | |
10/24/2023 | Raymond James & Associates | 110,778 | $1.62M | 0.0% | -17.1% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 34,791 | $507K | 0.0% | -15.1% | 0.000% | |
10/11/2023 | Ignite Planners LLC | 39,824 | $576K | 0.2% | +11.5% | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 70,243 | $1.01M | 0.1% | +280.5% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 70,243 | $1.01M | 0.1% | +280.5% | 0.000% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 71,173 | $1.03M | 0.0% | -42.2% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 68,897 | $1M | 0.0% | -7.0% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 2,705,943 | $39.26M | 1.0% | +3.1% | 0.000% | |
8/8/2023 | Focused Wealth Management Inc | 5,906 | $86K | 0.0% | -44.6% | 0.000% | |
8/4/2023 | Aviance Capital Partners LLC | 243,381 | $3.53M | 0.7% | +4.1% | 0.000% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 33,710 | $489K | 0.0% | +18.4% | 0.000% | |
8/1/2023 | Fort Sheridan Advisors LLC | 16,062 | $233K | 0.1% | -16.8% | 0.000% | |
7/31/2023 | LPL Financial LLC | 66,429 | $964K | 0.0% | +7.1% | 0.000% | |
7/31/2023 | Verus Capital Partners LLC | 31,134 | $452K | 0.1% | +14.9% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 10,734 | $156K | 0.1% | -86.9% | 0.000% | |
7/31/2023 | Intellectus Partners LLC | 109,566 | $1.59M | 0.5% | -5.2% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 12,533 | $182K | 0.0% | -9.2% | 0.000% | |
7/27/2023 | R.P. Boggs & Co. | 90,182 | $1.31M | 1.0% | -38.7% | 0.000% | |
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7/25/2023 | Raymond James & Associates | 133,680 | $1.94M | 0.0% | -3.8% | 0.000% | |
7/20/2023 | SkyOak Wealth LLC | 10,343 | $150K | 0.0% | -26.3% | 0.000% | |
7/20/2023 | International Assets Investment Management LLC | 18,462 | $268K | 0.0% | +15.7% | 0.000% | |
7/19/2023 | Golden State Equity Partners | 12,758 | $185K | 0.1% | N/A | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 59,747 | $867K | 0.0% | -2.0% | 0.000% | |
7/13/2023 | Twelve Points Wealth Management LLC | 183,204 | $2.66M | 1.4% | +11.8% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 40,968 | $594K | 0.0% | -9.7% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 2,795 | $40K | 0.0% | N/A | 0.000% | |
5/11/2023 | Sit Investment Associates Inc. | 2,623,465 | $37.20M | 1.0% | +4.3% | 0.000% | |
5/11/2023 | Aviance Capital Partners LLC | 233,750 | $3.32M | 0.7% | +1.3% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 74,057 | $1.05M | 0.0% | +10.6% | 0.000% | |
5/10/2023 | Herr Investment Group LLC | 408,342 | $5.79M | 0.4% | +7.0% | 0.000% | |
5/9/2023 | Verus Capital Partners LLC | 27,096 | $384K | 0.1% | +15.5% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 69,478 | $985K | 0.4% | N/A | 0.000% | |
5/5/2023 | Truist Financial Corp | 11,380 | $161K | 0.0% | +7.9% | 0.000% | |
5/4/2023 | Intellectus Partners LLC | 115,585 | $1.64M | 0.5% | -3.8% | 0.000% | |
5/2/2023 | R.P. Boggs & Co. | 147,209 | $2.09M | 1.9% | -42.1% | 0.000% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,786 | $25K | 0.0% | N/A | 0.000% | |
4/28/2023 | Beacon Harbor Wealth Advisors Inc. | 12,300 | $174K | 0.1% | -39.4% | 0.000% | |
4/26/2023 | Integrated Capital Management Inc. | 81,700 | $154K | 0.1% | +708.8% | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 15,959 | $226K | 0.0% | -17.2% | 0.000% | |
4/19/2023 | Carmel Capital Partners LLC | 6,970 | $99K | 0.1% | N/A | 0.000% | |
4/18/2023 | Park Avenue Securities LLC | 60,959 | $864K | 0.0% | -3.0% | 0.000% | |
4/18/2023 | Twelve Points Wealth Management LLC | 163,888 | $2.32M | 1.3% | +34.6% | 0.000% | |
4/18/2023 | IFP Advisors Inc | 3,031 | $80K | 0.0% | -32.5% | 0.000% | |
4/18/2023 | Ignite Planners LLC | 35,110 | $509K | 0.2% | +16.2% | 0.000% | |
4/14/2023 | Raymond James & Associates | 139,012 | $1.97M | 0.0% | -3.4% | 0.000% | |
4/6/2023 | Kercheville Advisors LLC | 15,436 | $219K | 0.2% | -13.9% | 0.000% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 17,573 | $261K | 0.0% | N/A | 0.000% | |
2/14/2023 | Family Management Corp | 27,731 | $412K | 0.1% | -72.2% | 0.000% | |
2/13/2023 | Apriem Advisors | 32,060 | $476K | 0.1% | -6.0% | 0.000% | |
2/13/2023 | Kercheville Advisors LLC | 17,922 | $266K | 0.2% | -5.2% | 0.000% | |
2/10/2023 | Beacon Harbor Wealth Advisors Inc. | 20,300 | $301K | 0.1% | N/A | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 1,900 | $28K | 0.0% | N/A | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 2,515,766 | $37.36M | 1.0% | -2.2% | 0.000% | |
2/10/2023 | CI Investments Inc. | 32,615 | $484K | 0.0% | -6.1% | 0.000% | |
2/9/2023 | Horizon Kinetics Asset Management LLC | 124,409 | $1.85M | 0.0% | -7.5% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 15,387 | $228K | 0.0% | -15.3% | 0.000% | |
2/8/2023 | Raymond James & Associates | 143,864 | $2.14M | 0.0% | -14.4% | 0.000% | |
2/8/2023 | UBS Group AG | 129,329 | $1.92M | 0.0% | +8.1% | 0.000% | |
2/8/2023 | Herr Investment Group LLC | 381,735 | $5.67M | 0.3% | N/A | 0.000% | |
2/7/2023 | Horizon Kinetics Asset Management LLC | 124,409 | $1.85M | 0.0% | -7.5% | 0.000% | |
2/7/2023 | Hollencrest Capital Management | 1,725 | $26K | 0.0% | N/A | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 68,295 | $1.01M | 0.0% | +1.7% | 0.000% | |
2/7/2023 | JNBA Financial Advisors | 2,267 | $34K | 0.0% | -36.5% | 0.000% | |
2/7/2023 | Aviance Capital Partners LLC | 230,751 | $3.43M | 0.8% | -8.6% | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 28,460 | $423K | 0.0% | N/A | 0.000% | |
2/3/2023 | Ignite Planners LLC | 30,217 | $466K | 0.2% | N/A | 0.000% | |
2/2/2023 | Intellectus Partners LLC | 120,188 | $1.79M | 0.6% | -20.7% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 14,826 | $220K | 0.2% | N/A | 0.000% | |
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1/31/2023 | Geneos Wealth Management Inc. | 9,580 | $142K | 0.0% | +92.6% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 19,263 | $286K | 0.0% | +92.6% | 0.000% | |
1/27/2023 | Joel Isaacson & Co. LLC | 10,436 | $155K | 0.0% | -45.1% | 0.000% | |
1/25/2023 | R.P. Boggs & Co. | 254,398 | $3.78M | 4.0% | -5.8% | 0.000% | |
1/25/2023 | Fifth Third Bancorp | 11,300 | $168K | 0.0% | +18.9% | 0.000% | |
1/24/2023 | International Assets Investment Management LLC | 23,941 | $379K | 0.1% | +139.4% | 0.000% | |
1/17/2023 | Twelve Points Wealth Management LLC | 121,748 | $1.81M | 1.2% | +8.3% | 0.000% | |
11/16/2022 | Horizon Kinetics Asset Management LLC | 134,486 | $1.94M | 0.0% | -5.4% | 0.000% | |
11/16/2022 | Verus Capital Partners LLC | 16,176 | $234K | 0.0% | +118.3% | 0.000% | |
11/15/2022 | Family Management Corp | 99,839 | $1.44M | 0.4% | -58.0% | 0.000% | |