5/17/2024 | Comerica Bank | 189,321 | $1.55M | 0.0% | +2.1% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 238,470 | $1.95M | 0.0% | +16.4% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 1,261,100 | $10.29M | 0.2% | +6.5% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 2,784,875 | $22.73M | 0.7% | +0.6% | 0.000% | |
5/13/2024 | Rockport Wealth LLC | 176,092 | $1.44M | 0.5% | N/A | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 2,714,928 | $22.15M | 0.9% | +43.8% | 0.000% | |
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5/10/2024 | Prevail Innovative Wealth Advisors LLC | 82,146 | $670K | 0.2% | +211.2% | 0.000% | |
5/9/2024 | HBK Sorce Advisory LLC | 23,220 | $189K | 0.0% | +17.3% | 0.000% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 13,500 | $110K | 0.0% | N/A | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 440,201 | $3.59M | 0.6% | -0.9% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 481,428 | $3.93M | 0.0% | +1.2% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 38,438 | $314K | 0.0% | +4.3% | 0.000% | |
5/6/2024 | ORG Partners LLC | 6,236 | $51K | 0.1% | N/A | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 10,425 | $85K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 580,270 | $4.74M | 0.0% | -2.3% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 54,384 | $444K | 0.0% | +48.8% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 2,159,924 | $17.63M | 0.0% | +0.9% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,125,194 | $9.18M | 0.0% | +3.4% | 0.000% | |
4/27/2024 | Conning Inc. | 113,794 | $929K | 0.0% | +2.1% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 307,865 | $2.51M | 0.0% | -2.2% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 10,000 | $82K | 0.0% | -21.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,083,297 | $8.84M | 0.0% | +4.7% | 0.000% | |
4/22/2024 | PFG Investments LLC | 41,948 | $342K | 0.0% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 1,145,855 | $9.35M | 0.0% | -10.6% | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 28,562 | $233K | 0.0% | -8.8% | 0.000% | |
4/18/2024 | Saxon Interests Inc. | 89,056 | $727K | 0.3% | -1.6% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 2,159,924 | $17.63M | 0.0% | +0.9% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 10,066 | $82K | 0.0% | -50.3% | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 8,211 | $67K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 77,243 | $630K | 0.1% | -16.2% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 105,300 | $859K | 0.0% | +626.2% | 0.000% | |
4/11/2024 | Cooper Financial Group | 58,533 | $478K | 0.1% | +12.1% | 0.000% | |
4/11/2024 | &PARTNERS | 54,054 | $441K | 0.1% | N/A | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 31,727 | $259K | 0.2% | +6.7% | 0.000% | |
4/11/2024 | Capital CS Group LLC | 14,323 | $117K | 0.1% | -10.4% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 217,383 | $1.77M | 0.0% | -0.8% | 0.000% | |
4/10/2024 | KMG Fiduciary Partners LLC | 125,733 | $1.03M | 0.1% | -68.5% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 204,789 | $1.58M | 0.0% | -14.1% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 88,886 | $686K | 0.1% | N/A | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 152,458 | $1.18M | 0.1% | -40.3% | 0.000% | |
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2/15/2024 | Flow State Investments L.P. | 211,291 | $1.63M | 0.5% | +981.7% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 1,077,690 | $8.32M | 0.0% | +2.4% | 0.000% | |
2/15/2024 | Comerica Bank | 185,355 | $1.43M | 0.0% | -3.1% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 2,768,656 | $21.37M | 0.7% | +7.0% | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 37,600 | $290K | 0.1% | N/A | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 26,393 | $204K | 0.1% | N/A | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 1,076,042 | $8.31M | 0.6% | +268.9% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 11,593 | $90K | 0.0% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 84,100 | $649K | 0.0% | N/A | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 22,138 | $171K | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 802,102 | $6.19M | 0.0% | +21.0% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 179,364 | $1.39M | 0.0% | +1.8% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 314,738 | $2.43M | 0.0% | -5.0% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 69,147 | $534K | 0.0% | +2.4% | 0.000% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 18,163 | $140K | 0.0% | +14.6% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 1,887,432 | $14.57M | 0.6% | +35.7% | 0.000% | |
2/8/2024 | Main Street Financial Solutions LLC | 26,064 | $201K | 0.0% | -16.2% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 11,467 | $89K | 0.0% | -32.1% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 593,976 | $4.59M | 0.0% | -7.9% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 475,695 | $3.67M | 0.0% | +1.2% | 0.000% | |
2/7/2024 | Formidable Asset Management LLC | 1,240,252 | $9.58M | 2.1% | -1.2% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 444,056 | $3.43M | 1.4% | -3.0% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 115,472 | $891K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 38,911 | $300K | 0.0% | -15.3% | 0.000% | |
2/6/2024 | Pointe Capital Management LLC | 176,092 | $1.36M | 0.9% | +0.9% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 49,088 | $379K | 0.0% | -10.6% | 0.000% | |
2/2/2024 | Truist Financial Corp | 191,307 | $1.48M | 0.0% | -8.2% | 0.000% | |
2/2/2024 | Kovack Advisors Inc. | 47,649 | $368K | 0.0% | +19.2% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 535,355 | $4.13M | 0.0% | -9.5% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 36,540 | $282K | 0.0% | +12.6% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 28,488 | $220K | 0.0% | -4.9% | 0.000% | |
1/30/2024 | Scissortail Wealth Management LLC | 23,885 | $187K | 0.1% | N/A | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 18,600 | $144K | 0.3% | N/A | 0.000% | |
1/30/2024 | Conning Inc. | 111,435 | $860K | 0.0% | +2.3% | 0.000% | |
1/29/2024 | Wealth Effects LLC | 53,857 | $416K | 0.2% | -6.4% | 0.000% | |
1/29/2024 | PFS Partners LLC | 7,500 | $58K | 0.0% | N/A | 0.000% | |
1/26/2024 | Sandy Spring Bank | 8,443 | $65K | 0.0% | N/A | 0.000% | |
1/26/2024 | Harbor Investment Advisory LLC | 3,350 | $26K | 0.0% | +103.0% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 2,140,892 | $16.53M | 0.0% | +602.5% | 0.000% | |
1/25/2024 | HBK Sorce Advisory LLC | 19,795 | $153K | 0.0% | -12.9% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 60,076 | $464K | 0.0% | -3.5% | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 12,184 | $94K | 0.1% | N/A | 0.000% | |
1/24/2024 | Cranbrook Wealth Management LLC | 36,924 | $285K | 0.1% | -14.8% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 463,783 | $3.58M | 0.0% | +644.7% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 31,090 | $240K | 0.2% | -5.6% | 0.000% | |
1/22/2024 | Claro Advisors LLC | 20,239 | $156K | 0.0% | -29.9% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 10,000 | $74K | 0.0% | N/A | 0.000% | |
1/18/2024 | Saxon Interests Inc. | 90,485 | $699K | 0.3% | N/A | 0.000% | |
1/18/2024 | Successful Portfolios LLC | 24,794 | $191K | 0.1% | N/A | 0.000% | |
1/18/2024 | Northstar Advisory Group LLC | 101,841 | $786K | 0.5% | +29.0% | 0.000% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,035,145 | $7.99M | 0.0% | +1.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,281,462 | $9.89M | 0.0% | +0.6% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 361,368 | $2.79M | 0.2% | +1.6% | 0.000% | |
1/16/2024 | Cooper Financial Group | 52,198 | $403K | 0.1% | +34.9% | 0.000% | |
1/16/2024 | MKT Advisors LLC | 31,122 | $239K | 0.2% | -19.6% | 0.000% | |
1/12/2024 | Advisor Resource Council | 105,032 | $811K | 0.1% | N/A | 0.000% | |
1/11/2024 | Brookstone Capital Management | 175,998 | $1.36M | 0.0% | +12.7% | 0.000% | |
1/11/2024 | Diligent Investors LLC | 28,313 | $219K | 0.1% | +6.0% | 0.000% | |
1/10/2024 | David J Yvars Group | 49,439 | $383K | 0.3% | -16.8% | 0.000% | |
1/10/2024 | Integrated Capital Management Inc. | 29,721 | $229K | 0.2% | N/A | 0.000% | |