11/14/2022 | Bluefin Capital Management LLC | 63,903 | $1.10M | 0.1% | +1.0% | 0.287% | |
11/14/2022 | Equitable Holdings Inc. | 11,513 | $0.20M | 0.0% | +5.8% | 0.052% | |
11/9/2022 | Freestone Capital Holdings LLC | 249,180 | $4.31M | 0.2% | +0.8% | 1.120% | |
11/9/2022 | Aveo Capital Partners LLC | 45,036 | $0.78M | 0.1% | -9.1% | 0.202% | |
11/7/2022 | BOK Financial Private Wealth Inc. | 23,000 | $0.19M | 0.0% | N/A | 0.103% | |
11/4/2022 | XML Financial LLC | 23,001 | $0.40M | 0.1% | N/A | 0.103% | |
11/4/2022 | BOK Financial Private Wealth Inc. | 23,000 | $0.19M | 0.0% | N/A | 0.103% | |
11/3/2022 | Creative Planning | 33,366 | $0.58M | 0.0% | +127.5% | 0.150% | |
10/27/2022 | US Bancorp DE | 43,738 | $0.76M | 0.0% | -1.3% | 0.197% | |
10/27/2022 | CWM LLC | 18,341 | $0.32M | 0.0% | +309.9% | 0.082% | |
10/25/2022 | Raymond James & Associates | 198,198 | $3.43M | 0.0% | +25.7% | 0.891% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 147,742 | $2.55M | 0.0% | +2.5% | 0.664% | |
10/19/2022 | Goodwin Daniel L | 27,050 | $0.47M | 0.3% | +81.5% | 0.122% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 24,747 | $0.43M | 0.0% | +8.2% | 0.111% | |
10/14/2022 | Private Advisor Group LLC | 10,330 | $0.18M | 0.0% | N/A | 0.046% | |
8/16/2022 | Royal Capital Wealth Management LLC | 21,934 | $0.40M | 0.4% | -66.7% | 0.100% | |
8/16/2022 | AllSquare Wealth Management LLC | 2,667 | $49K | 0.0% | -66.7% | 0.012% | |
8/15/2022 | Bluefin Capital Management LLC | 63,243 | $1.16M | 0.1% | -66.7% | 0.287% | |
8/12/2022 | Natixis | 88,500 | $1.62M | 0.0% | N/A | 0.402% | |
8/11/2022 | Cetera Investment Advisers | 52,749 | $0.97M | 0.0% | N/A | 0.240% | |
8/11/2022 | CoreCap Advisors LLC | 2,100 | $38K | 0.0% | N/A | 0.010% | |
8/5/2022 | Aveo Capital Partners LLC | 49,539 | $0.91M | 0.1% | -69.5% | 0.225% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 1,667 | $31K | 0.0% | -66.7% | 0.008% | |
8/4/2022 | IFG Advisory LLC | 30,717 | $0.56M | 0.1% | N/A | 0.139% | |
8/2/2022 | Tradition Wealth Management LLC | 17,902 | $0.33M | 0.0% | -66.7% | 0.081% | |
8/1/2022 | US Bancorp DE | 44,308 | $0.81M | 0.0% | -66.2% | 0.201% | |
7/28/2022 | CWM LLC | 4,475 | $82K | 0.0% | -66.7% | 0.020% | |
7/22/2022 | Goodwin Daniel L | 14,900 | $0.27M | 0.1% | -66.7% | 0.068% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,399 | $0.32M | 0.0% | -67.8% | 0.079% | |
7/18/2022 | Baldwin Brothers LLC MA | 4,167 | $76K | 0.0% | -66.7% | 0.019% | |
7/15/2022 | Newbridge Financial Services Group Inc. | 5,873 | $0.11M | 0.1% | -54.9% | 0.027% | |
7/13/2022 | SOA Wealth Advisors LLC. | 17,530 | $0.32M | 0.1% | -66.2% | 0.080% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 22,881 | $0.42M | 0.0% | -66.0% | 0.104% | |
7/12/2022 | America First Investment Advisors LLC | 121,930 | $2.23M | 0.7% | -66.7% | 0.554% | |
7/11/2022 | Sanders Morris Harris LLC | 13,167 | $0.24M | 0.1% | -66.7% | 0.060% | |
5/16/2022 | Samalin Investment Counsel LLC | 188,440 | $1.14M | 0.6% | +13.6% | 0.856% | |
5/12/2022 | Freestone Capital Holdings LLC | 540,894 | $3.27M | 0.1% | -27.1% | 2.457% | |
5/11/2022 | Tradition Wealth Management LLC | 53,704 | $0.33M | 0.0% | +8.9% | 0.244% | |
5/4/2022 | Commonwealth Equity Services LLC | 54,045 | $0.33M | 0.0% | +1.2% | 0.246% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 34,200 | $0.21M | 0.0% | N/A | 0.156% | |
5/2/2022 | XML Financial LLC | 55,250 | $0.33M | 0.0% | +3.8% | 0.251% | |
4/27/2022 | Beacon Financial Advisory LLC | 15,322 | $93K | 0.0% | +12.5% | 0.070% | |
4/22/2022 | Truist Financial Corp | 12,400 | $75K | 0.0% | -67.3% | 0.056% | |
4/18/2022 | AE Wealth Management LLC | 23,571 | $0.14M | 0.0% | +2.7% | 0.107% | |
2/28/2022 | Camden Capital LLC | 47,114 | $0.30M | 0.1% | -34.7% | 0.071% | |
2/16/2022 | Royal Capital Wealth Management LLC | 65,645 | $0.42M | 0.4% | N/A | 0.100% | |
2/15/2022 | Samalin Investment Counsel LLC | 165,947 | $1.07M | 0.6% | +3.0% | 0.252% | |
2/15/2022 | Cetera Investment Advisers | 147,320 | $0.95M | 0.0% | +1.4% | 0.223% | |
2/14/2022 | Freestone Capital Holdings LLC | 741,894 | $4.52M | 0.2% | -5.1% | 1.125% | |
2/14/2022 | Rockefeller Capital Management L.P. | 107,494 | $0.69M | 0.0% | -4.2% | 0.163% | |
2/14/2022 | Williams Jones Wealth Management LLC. | 10,000 | $64K | 0.0% | N/A | 0.015% | |
2/11/2022 | Equitable Holdings Inc. | 29,192 | $0.19M | 0.0% | +6.6% | 0.044% | |
2/10/2022 | Private Advisor Group LLC | 34,424 | $0.22M | 0.0% | +18.6% | 0.052% | |
2/9/2022 | Geneos Wealth Management Inc. | 1,185,345 | $7.62M | 0.3% | +2.2% | 1.798% | |
2/9/2022 | Wealth Effects LLC | 11,500 | $74K | 0.0% | N/A | 0.017% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 306,319 | $1.97M | 0.0% | +10.3% | 0.465% | |
2/8/2022 | Raymond James & Associates | 572,705 | $3.68M | 0.0% | +11.2% | 0.869% | |
2/4/2022 | Mercer Global Advisors Inc. ADV | 15,100 | $97K | 0.0% | -12.7% | 0.023% | |
2/4/2022 | Frontier Wealth Management LLC | 35,081 | $0.23M | 0.0% | -12.5% | 0.053% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 66,654 | $0.43M | 0.0% | -2.5% | 0.101% | |
2/3/2022 | Advisor Group Holdings Inc. | 49,401 | $0.32M | 0.0% | +32.1% | 0.075% | |
2/1/2022 | XML Financial LLC | 53,250 | $0.34M | 0.0% | +13.9% | 0.081% | |
1/31/2022 | CWM LLC | 13,424 | $86K | 0.0% | N/A | 0.020% | |
1/31/2022 | Commonwealth Equity Services LLC | 53,383 | $0.34M | 0.0% | +2.9% | 0.081% | |
1/25/2022 | All Season Financial Advisors Inc. | 49,166 | $0.32M | 0.2% | -12.8% | 0.075% | |
1/14/2022 | Koshinski Asset Management Inc. | 100,168 | $0.64M | 0.1% | -6.4% | 0.152% | |
1/13/2022 | SOA Wealth Advisors LLC. | 51,815 | $0.34M | 0.1% | -21.9% | 0.079% | |
11/16/2021 | Cetera Investment Advisers | 145,217 | $0.87M | 0.0% | +56.7% | 0.220% | |
11/15/2021 | Beacon Financial Advisory LLC | 13,392 | $80K | 0.0% | +30.9% | 0.020% | |
11/15/2021 | Marshall Wace LLP | 15,299 | $91K | 0.0% | N/A | 0.023% | |
11/15/2021 | HighTower Advisors LLC | 12,791 | $77K | 0.0% | -10.9% | 0.019% | |
11/12/2021 | Equitable Holdings Inc. | 27,392 | $0.16M | 0.0% | -17.7% | 0.042% | |
11/12/2021 | Rockefeller Capital Management L.P. | 112,238 | $0.67M | 0.0% | -1.5% | 0.170% | |
11/10/2021 | Creative Planning | 48,000 | $0.29M | 0.0% | +9.1% | 0.073% | |
11/9/2021 | Geneos Wealth Management Inc. | 1,159,856 | $7.03M | 0.3% | +2.3% | 1.918% | |
11/9/2021 | BOK Financial Private Wealth Inc. | 23,000 | $0.19M | 0.0% | N/A | 0.038% | |
11/5/2021 | Advisor Group Holdings Inc. | 37,391 | $0.22M | 0.0% | +44.5% | 0.062% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 277,739 | $1.66M | 0.0% | +1.7% | 0.459% | |
11/2/2021 | Raymond James & Associates | 514,973 | $3.07M | 0.0% | +35.2% | 0.852% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 68,374 | $0.41M | 0.0% | -2.8% | 0.113% | |
11/1/2021 | AE Wealth Management LLC | 22,579 | $0.14M | 0.0% | N/A | 0.037% | |
11/1/2021 | XML Financial LLC | 46,750 | $0.28M | 0.0% | N/A | 0.077% | |
10/29/2021 | Commonwealth Equity Services LLC | 51,883 | $0.31M | 0.0% | +93.0% | 0.086% | |
10/20/2021 | All Season Financial Advisors Inc. | 56,352 | $0.34M | 0.3% | +13.7% | 0.093% | |
10/12/2021 | Koshinski Asset Management Inc. | 107,000 | $0.64M | 0.1% | N/A | 0.177% | |
10/12/2021 | SOA Wealth Advisors LLC. | 66,353 | $0.40M | 0.1% | -18.2% | 0.110% | |
9/17/2021 | Virtu Financial LLC | 13,552 | $91K | 0.0% | N/A | 0.022% | |
8/16/2021 | Royal Bank of Canada | 80,800 | $0.55M | 0.0% | +29.3% | 0.134% | |
8/16/2021 | Morgan Stanley | 737,728 | $4.97M | 0.0% | -12.6% | 1.220% | |
8/16/2021 | Freestone Capital Holdings LLC | 691,894 | $4.66M | 0.2% | +4.2% | 1.144% | |
8/16/2021 | Hotchkis & Wiley Capital Management LLC | 335,530 | $2.26M | 0.0% | -3.0% | 0.555% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 5,000 | $34K | 0.0% | -63.2% | 0.008% | |
8/13/2021 | California Public Employees Retirement System | 30,541 | $0.21M | 0.0% | -75.6% | 0.051% | |
8/13/2021 | LPL Financial LLC | 117,947 | $0.80M | 0.0% | -12.4% | 0.195% | |
8/12/2021 | Private Advisor Group LLC | 27,459 | $0.19M | 0.0% | +6.4% | 0.045% | |
8/12/2021 | Samalin Investment Counsel LLC | 138,362 | $0.93M | 0.5% | -19.3% | 0.229% | |
8/11/2021 | Bank of New York Mellon Corp | 16,394 | $0.11M | 0.0% | N/A | 0.027% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 70,344 | $0.47M | 0.0% | -2.2% | 0.116% | |
8/10/2021 | Rockefeller Capital Management L.P. | 114,000 | $0.77M | 0.0% | -30.4% | 0.188% | |
8/6/2021 | HighTower Advisors LLC | 14,348 | $98K | 0.0% | -31.3% | 0.024% | |