5/2/2024 | Adapt Wealth Advisors LLC | 1,155,498 | $4.95M | 3.5% | N/A | 0.000% | |
5/2/2024 | Moloney Securities Asset Management LLC | 42,200 | $181K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 269,258 | $1.15M | 0.0% | +2.9% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 35,415 | $152K | 0.0% | -7.3% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 17,871 | $76K | 0.0% | N/A | 0.000% | |
4/26/2024 | Advisors Management Group Inc. ADV | 1,006,290 | $4.31M | 1.1% | +1.4% | 0.000% | |
|
4/23/2024 | Wealth Effects LLC | 21,705 | $93K | 0.0% | -18.6% | 0.000% | |
4/22/2024 | PFG Investments LLC | 67,029 | $287K | 0.0% | N/A | 0.000% | |
4/19/2024 | Kovack Advisors Inc. | 72,590 | $311K | 0.0% | -16.7% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 117,549 | $503K | 0.1% | +2.7% | 0.000% | |
4/18/2024 | Mirador Capital Partners LP | 403,025 | $1.73M | 0.3% | +8.5% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 509,453 | $2.18M | 0.1% | -3.5% | 0.000% | |
4/13/2024 | New England Professional Planning Group Inc. | 10,539 | $45K | 0.0% | N/A | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 54,751 | $234K | 0.2% | +6.6% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 345,831 | $1.48M | 0.0% | -5.8% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 12,500 | $51K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 75,785 | $311K | 0.0% | +4.5% | 0.000% | |
2/20/2024 | Quarry LP | 102,800 | $421K | 0.1% | -19.8% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 1,292,294 | $5.30M | 0.0% | -5.8% | 0.000% | |
2/14/2024 | Garner Asset Management Corp | 69,282 | $284K | 0.1% | N/A | 0.000% | |
2/13/2024 | Aristides Capital LLC | 46,058 | $189K | 0.1% | N/A | 0.000% | |
2/13/2024 | Oak Hill Advisors LP | 4,016,861 | $16.47M | 2.1% | -21.5% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 115,200 | $472K | 0.3% | N/A | 0.000% | |
2/12/2024 | Legacy Advisors LLC | 10,400 | $43K | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,994,320 | $8.18M | 0.0% | +0.7% | 0.000% | |
2/8/2024 | Verity Asset Management Inc. | 36,352 | $149K | 0.1% | -51.9% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 50,656 | $208K | 0.0% | -5.9% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 13,014 | $53K | 0.0% | N/A | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 106,285 | $436K | 0.0% | +10.4% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 45,936 | $188K | 0.0% | -7.1% | 0.000% | |
2/6/2024 | Spire Wealth Management | 81,429 | $331K | 0.0% | +3.2% | 0.000% | |
2/6/2024 | Axxcess Wealth Management LLC | 23,115 | $95K | 0.0% | +120.1% | 0.000% | |
2/6/2024 | Solutions 4 Wealth Ltd | 1,164,017 | $4.77M | 15.6% | N/A | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 208,172 | $854K | 0.0% | -1.9% | 0.000% | |
2/2/2024 | Truist Financial Corp | 107,749 | $442K | 0.0% | -12.0% | 0.000% | |
2/2/2024 | Kovack Advisors Inc. | 87,121 | $357K | 0.0% | -18.3% | 0.000% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 95,746 | $393K | 0.1% | +3.2% | 0.000% | |
2/1/2024 | Significant Wealth Partners LLC | 1,003,557 | $4.12M | 3.0% | N/A | 0.000% | |
1/26/2024 | Advisors Management Group Inc. ADV | 992,787 | $4.07M | 1.1% | -1.2% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 38,208 | $157K | 0.0% | +51.2% | 0.000% | |
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1/22/2024 | Claro Advisors LLC | 114,497 | $469K | 0.1% | +32.7% | 0.000% | |
1/19/2024 | Mirador Capital Partners LP | 371,551 | $1.52M | 0.3% | +21.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,667 | $85K | 0.0% | -19.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 217,931 | $894K | 0.0% | +27.3% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 24,500 | $100K | 0.0% | -16.9% | 0.000% | |
1/12/2024 | Advisor Resource Council | 25,690 | $105K | 0.0% | N/A | 0.000% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 608,582 | $2.50M | 0.6% | +1.3% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 106,863 | $438K | 0.0% | -7.5% | 0.000% | |
11/16/2023 | Penserra Capital Management LLC | 3,062,296 | $12.00M | 0.2% | +2.9% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 1,836,986 | $7.20M | 0.2% | +3.3% | 0.000% | |
11/14/2023 | Clough Capital Partners L P | 395,500 | $1.55M | 0.2% | +342.4% | 0.000% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 10,000 | $39K | 0.0% | N/A | 0.000% | |
11/13/2023 | Stifel Financial Corp | 538,365 | $2.11M | 0.0% | -1.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 1,725,318 | $6.76M | 0.0% | +15.6% | 0.000% | |
11/13/2023 | Invesco Ltd. | 1,756,836 | $6.89M | 0.0% | +3.3% | 0.000% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 53,842 | $211K | 0.0% | N/A | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 25,300 | $99K | 0.0% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 1,310,409 | $5.14M | 0.0% | +15.0% | 0.000% | |
11/8/2023 | Westchester Capital Management LLC | 521,630 | $2.05M | 0.1% | +514.6% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 263,591 | $1.03M | 0.0% | +139.9% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 87,848 | $344K | 0.0% | +92.7% | 0.000% | |
11/8/2023 | Spire Wealth Management | 78,879 | $309K | 0.0% | +772.9% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 11,219 | $44K | 0.0% | -23.1% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 212,172 | $832K | 0.0% | +5.7% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 167,752 | $658K | 0.4% | +87.8% | 0.000% | |
11/4/2023 | Meridian Investment Counsel Inc. | 94,340 | $370K | 0.1% | -16.3% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 79,718 | $312K | 0.1% | -53.1% | 0.000% | |
11/1/2023 | Centurion Wealth Management LLC | 69,627 | $273K | 0.1% | N/A | 0.000% | |
10/31/2023 | Cutter & CO Brokerage Inc. | 92,755 | $364K | 0.1% | +6.2% | 0.000% | |
10/31/2023 | GraniteShares Advisors LLC | 387,627 | $1.52M | 1.4% | +4.0% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 546,899 | $2.14M | 0.1% | +14.3% | 0.000% | |
10/27/2023 | Astoria Portfolio Advisors LLC. | 18,985 | $71K | 0.0% | N/A | 0.000% | |
10/25/2023 | Oak Harvest Investment Services | 17,000 | $67K | 0.0% | N/A | 0.000% | |
10/24/2023 | Raymond James & Associates | 171,214 | $671K | 0.0% | +4.8% | 0.000% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 18,216 | $71K | 0.0% | N/A | 0.000% | |
10/20/2023 | Camelot Portfolios LLC | 144,760 | $567K | 0.5% | -36.0% | 0.000% | |
10/17/2023 | Advisors Management Group Inc. ADV | 1,004,588 | $3.94M | 1.2% | +82.6% | 0.000% | |
10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 600,531 | $2.35M | 0.4% | +0.7% | 0.000% | |
10/16/2023 | Wealth Effects LLC | 26,755 | $105K | 0.1% | +35.8% | 0.000% | |
10/11/2023 | Smith Anglin Financial LLC | 10,116 | $40K | 0.0% | N/A | 0.000% | |
10/11/2023 | Integrated Capital Management Inc. | 53,263 | $209K | 0.2% | -4.7% | 0.000% | |
10/5/2023 | Mirador Capital Partners LP | 306,373 | $1.20M | 0.3% | +91.3% | 0.000% | |
9/1/2023 | Portside Wealth Group LLC | 10,719 | $41K | 0.0% | N/A | 0.000% | |
8/30/2023 | Chapin Davis Inc. | 16,301 | $63K | 0.0% | -27.4% | 0.000% | |
8/15/2023 | Quarry LP | 89,400 | $344K | 0.1% | +33.8% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 1,507,716 | $5.81M | 0.0% | -9.6% | 0.000% | |
8/14/2023 | Mirador Capital Partners LP | 160,189 | $617K | 0.1% | +13.0% | 0.000% | |
8/14/2023 | Perennial Investment Advisors LLC | 21,085 | $81K | 0.0% | -41.3% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 531,598 | $2.05M | 0.0% | -0.5% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 2,976,621 | $11.46M | 0.2% | +6.6% | 0.000% | |
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8/10/2023 | Private Advisor Group LLC | 49,436 | $190K | 0.0% | -22.6% | 0.000% | |
8/10/2023 | Cetera Advisors LLC | 23,025 | $89K | 0.0% | N/A | 0.000% | |
8/10/2023 | GraniteShares Advisors LLC | 372,757 | $1.44M | 1.3% | -1.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 39,539 | $152K | 0.0% | -38.3% | 0.000% | |
8/9/2023 | Meridian Investment Counsel Inc. | 112,731 | $434K | 0.2% | -8.2% | 0.000% | |
8/9/2023 | Center for Financial Planning Inc. | 6,377 | $25K | 0.0% | N/A | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 200,672 | $773K | 0.0% | +4.4% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 169,967 | $654K | 0.3% | +6.9% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 498,437 | $1.92M | 0.0% | +5.4% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 96,285 | $371K | 0.0% | +7.3% | 0.000% | |