5/8/2024 | Williams Jones Wealth Management LLC. | 2,200 | $366K | 0.0% | -8.7% | 0.083% | |
5/4/2024 | Valley Wealth Managers Inc. | 19,308 | $3.21M | 0.2% | +12.5% | 0.729% | |
5/2/2024 | Conservest Capital Advisors Inc. | 18,954 | $3.15M | 0.3% | -3.4% | 0.715% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,265 | $709K | 0.0% | -3.4% | 0.161% | |
4/29/2024 | Commonwealth Equity Services LLC | 30,426 | $5.06M | 0.0% | +1.1% | 1.127% | |
4/22/2024 | Altfest L J & Co. Inc. | 7,895 | $1.31M | 0.2% | +4.2% | 0.292% | |
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4/15/2024 | Aspiriant LLC | 4,408 | $733K | 0.0% | -40.1% | 0.163% | |
3/1/2024 | Goldman Sachs Group Inc. | 112,880 | $18.66M | 0.0% | -0.9% | 4.075% | |
2/13/2024 | Tower Research Capital LLC TRC | 247 | $41K | 0.0% | -86.8% | 0.009% | |
2/13/2024 | CIBC Private Wealth Group LLC | 3,458 | $572K | 0.0% | N/A | 0.123% | |
2/13/2024 | Peapack Gladstone Financial Corp | 18,950 | $3.13M | 0.1% | -15.8% | 0.672% | |
2/12/2024 | Miller Investment Management LP | 102,570 | $16.96M | 2.4% | -41.6% | 3.637% | |
2/12/2024 | Condor Capital Management | 4,837 | $800K | 0.1% | N/A | 0.172% | |
2/12/2024 | Scotia Capital Inc. | 1,428 | $236K | 0.0% | -12.3% | 0.051% | |
2/12/2024 | Focus Financial Network Inc. ADV | 14,083 | $2.33M | 0.1% | N/A | 0.499% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 2,150 | $355K | 0.0% | +13.2% | 0.076% | |
2/9/2024 | Tidemark LLC | 207 | $34K | 0.0% | N/A | 0.007% | |
2/9/2024 | Assetmark Inc. | 1,779 | $294K | 0.0% | +105.0% | 0.063% | |
2/9/2024 | Corient Private Wealth LLC | 6,445 | $1.07M | 0.0% | N/A | 0.229% | |
2/8/2024 | Janney Montgomery Scott LLC | 4,415 | $730K | 0.0% | -25.0% | 0.157% | |
2/7/2024 | Valley Wealth Managers Inc. | 17,162 | $2.84M | 0.2% | -9.6% | 0.609% | |
2/7/2024 | Principal Securities Inc. | 397 | $66K | 0.0% | N/A | 0.014% | |
2/7/2024 | Howard Wealth Management LLC | 1,218 | $201K | 0.2% | N/A | 0.043% | |
2/6/2024 | National Bank of Canada FI | 2,280 | $385K | 0.0% | +2,940.0% | 0.081% | |
2/6/2024 | Blue Fin Capital Inc. | 1,785 | $295K | 0.1% | -30.9% | 0.063% | |
2/5/2024 | Conservest Capital Advisors Inc. | 19,624 | $3.24M | 0.3% | -2.4% | 0.696% | |
2/2/2024 | Truist Financial Corp | 2,904 | $480K | 0.0% | -34.7% | 0.103% | |
2/1/2024 | Telemus Capital LLC | 3,045 | $503K | 0.0% | -2.4% | 0.108% | |
1/31/2024 | Institute for Wealth Management LLC. | 7,678 | $1.27M | 0.2% | -1.5% | 0.272% | |
1/24/2024 | International Assets Investment Management LLC | 1,845 | $305K | 0.0% | N/A | 0.065% | |
1/18/2024 | Altfest L J & Co. Inc. | 7,576 | $1.25M | 0.2% | -1.1% | 0.266% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,129 | $3.16M | 0.0% | +34.5% | 0.671% | |
1/16/2024 | Raymond James & Associates | 7,233 | $1.20M | 0.0% | -1.3% | 0.254% | |
1/2/2024 | Anchor Investment Management LLC | 160 | $26K | 0.0% | N/A | 0.006% | |
11/14/2023 | Miller Investment Management LP | 175,649 | $27.35M | 4.2% | -0.4% | 6.120% | |
11/13/2023 | LPL Financial LLC | 43,069 | $6.71M | 0.0% | -6.3% | 1.485% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 1,475 | $230K | 0.0% | -14.5% | 0.051% | |
11/13/2023 | Envestnet Asset Management Inc. | 21,949 | $3.42M | 0.0% | +2.9% | 0.765% | |
11/13/2023 | Kestra Advisory Services LLC | 3,061 | $477K | 0.0% | +16.1% | 0.107% | |
11/9/2023 | Valley Wealth Managers Inc. | 18,983 | $2.96M | 0.2% | N/A | 0.661% | |
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11/9/2023 | UBS Group AG | 27,065 | $4.22M | 0.0% | -4.3% | 0.943% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,885 | $916K | 0.0% | -7.1% | 0.205% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 8,492 | $1.32M | 0.0% | +192.1% | 0.296% | |
11/8/2023 | Oppenheimer & Co. Inc. | 2,050 | $319K | 0.0% | -19.6% | 0.071% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 1,345 | $209K | 0.1% | -8.5% | 0.047% | |
11/7/2023 | Conservest Capital Advisors Inc. | 20,110 | $3.13M | 0.4% | -1.7% | 0.693% | |
11/3/2023 | Private Advisor Group LLC | 1,675 | $261K | 0.0% | +4.7% | 0.058% | |
11/1/2023 | Wealthfront Advisers LLC | 5,229 | $814K | 0.0% | +32.8% | 0.180% | |
10/27/2023 | Assetmark Inc. | 868 | $135K | 0.0% | N/A | 0.030% | |
10/26/2023 | Altfest L J & Co. Inc. | 7,657 | $1.19M | 0.2% | +3.7% | 0.264% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,220 | $2.21M | 0.0% | +3.8% | 0.490% | |
10/24/2023 | Raymond James & Associates | 7,330 | $1.14M | 0.0% | -6.6% | 0.253% | |
10/23/2023 | Commonwealth Equity Services LLC | 28,705 | $4.47M | 0.0% | +1.8% | 0.990% | |
10/19/2023 | Blue Fin Capital Inc. | 2,584 | $402K | 0.1% | -5.5% | 0.089% | |
8/14/2023 | Mogy Joel R Investment Counsel Inc. | 36,880 | $5.76M | 0.5% | +1.3% | 1.229% | |
8/11/2023 | Cibc World Market Inc. | 1,714 | $267K | 0.0% | -8.0% | 0.057% | |
8/10/2023 | Commonwealth Equity Services LLC | 28,210 | $4.40M | 0.0% | +65.7% | 0.925% | |
8/10/2023 | Cetera Advisor Networks LLC | 3,834 | $598K | 0.0% | -26.0% | 0.126% | |
8/9/2023 | Altfest L J & Co. Inc. | 7,383 | $1.15M | 0.2% | +4.5% | 0.242% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,340 | $3.33M | 0.0% | +5.8% | 0.700% | |
8/3/2023 | Scotia Capital Inc. | 1,628 | $254K | 0.0% | -7.9% | 0.053% | |
8/3/2023 | CWM LLC | 387 | $60K | 0.0% | +36.7% | 0.013% | |
8/3/2023 | Oppenheimer & Co. Inc. | 2,550 | $398K | 0.0% | -6.1% | 0.084% | |
8/2/2023 | Bank of Montreal Can | 267 | $43K | 0.0% | N/A | 0.009% | |
8/1/2023 | Pursue Wealth Partners LLC | 3,000 | $468K | 0.3% | -7.7% | 0.098% | |
8/1/2023 | Wealthspire Advisors LLC | 1,349 | $211K | 0.0% | -12.5% | 0.044% | |
7/31/2023 | LPL Financial LLC | 45,985 | $7.18M | 0.0% | -4.5% | 1.508% | |
7/28/2023 | First Republic Investment Management Inc. | 2,907 | $454K | 0.0% | -41.1% | 0.095% | |
7/26/2023 | Institute for Wealth Management LLC. | 7,813 | $1.22M | 0.2% | -0.8% | 0.256% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 13,699 | $2.14M | 0.0% | +17.5% | 0.449% | |
7/25/2023 | Raymond James & Associates | 7,850 | $1.23M | 0.0% | -3.9% | 0.257% | |
7/19/2023 | Aspiriant LLC | 7,403 | $1.16M | 0.1% | -2.4% | 0.243% | |
7/18/2023 | Greystone Financial Group LLC | 1,995 | $311K | 0.1% | -31.1% | 0.065% | |
7/18/2023 | Pettinga Financial Advisors LLC | 1,595 | $249K | 0.1% | -5.9% | 0.052% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,549 | $242K | 0.0% | -63.1% | 0.050% | |
7/12/2023 | First National Bank of South Miami | 1,598 | $249K | 0.2% | -34.2% | 0.052% | |
7/12/2023 | Pacific Sun Financial Corp | 6,099 | $989K | 0.7% | N/A | 0.199% | |
7/11/2023 | Hummer Financial Advisory Services Inc | 1,410 | $220K | 0.2% | N/A | 0.046% | |
5/15/2023 | Mogy Joel R Investment Counsel Inc. | 36,399 | $5.90M | 0.5% | +3.3% | 1.167% | |
5/12/2023 | Quintet Private Bank Europe S.A. | 4,004 | $648K | 0.0% | N/A | 0.128% | |
5/11/2023 | Cerity Partners LLC | 5,751 | $932K | 0.0% | N/A | 0.184% | |
5/11/2023 | Commonwealth Equity Services LLC | 17,028 | $2.76M | 0.0% | -1.8% | 0.546% | |
5/11/2023 | Scotia Capital Inc. | 1,768 | $287K | 0.0% | -10.2% | 0.057% | |
5/10/2023 | LPL Financial LLC | 48,159 | $7.81M | 0.0% | -2.6% | 1.554% | |
5/9/2023 | Tower Research Capital LLC TRC | 4,051 | $657K | 0.0% | +38.4% | 0.131% | |
5/4/2023 | Stonebridge Financial Planning Group LLC | 1,595 | $259K | 0.2% | -19.4% | 0.051% | |
5/3/2023 | Integrated Wealth Concepts LLC | 1,706 | $277K | 0.0% | +31.5% | 0.055% | |
5/1/2023 | Compagnie Lombard Odier SCmA | 750 | $121K | 0.0% | N/A | 0.024% | |
5/1/2023 | CWM LLC | 283 | $46K | 0.0% | N/A | 0.009% | |
4/28/2023 | Ameritas Advisory Services LLC | 371 | $61K | 0.0% | N/A | 0.012% | |
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4/28/2023 | Janney Montgomery Scott LLC | 6,285 | $1.02M | 0.0% | -3.6% | 0.201% | |
4/27/2023 | Consolidated Investment Group LLC | 29,700 | $4.81M | 0.9% | +10.4% | 0.952% | |
4/25/2023 | Greystone Financial Group LLC | 2,895 | $469K | 0.1% | N/A | 0.093% | |
4/20/2023 | Altfest L J & Co. Inc. | 7,064 | $1.15M | 0.2% | -66.7% | 0.224% | |
4/20/2023 | Institute for Wealth Management LLC. | 7,877 | $1.28M | 0.2% | +3.3% | 0.250% | |
4/14/2023 | Raymond James & Associates | 8,166 | $1.32M | 0.0% | -1.6% | 0.259% | |
3/6/2023 | Rockefeller Capital Management L.P. | 11,722 | $1.87M | 0.0% | +2.0% | 0.370% | |
2/15/2023 | Aspen Grove Capital LLC | 9,857 | $1.57M | 0.7% | N/A | 0.311% | |
2/13/2023 | Miller Investment Management LP | 6,623 | $1.06M | 0.2% | +117.6% | 0.209% | |
2/10/2023 | Wade G W & Inc. | 1,295 | $207K | 0.0% | N/A | 0.041% | |