10/30/2024 | Moloney Securities Asset Management LLC | 86,930 | $0.96M | 0.1% | +8.9% | 0.187% | |
10/22/2024 | Elevated Capital Advisors LLC | 440,588 | $4.86M | 1.3% | -0.7% | 0.945% | |
10/22/2024 | Private Advisor Group LLC | 10,037 | $0.11M | 0.0% | N/A | 0.022% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,800 | $0.13M | 0.0% | +15.8% | 0.025% | |
10/9/2024 | Worth Asset Management LLC | 13,690 | $0.15M | 0.1% | N/A | 0.029% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 159,611 | $1.76M | 0.2% | +4.7% | 0.342% | |
10/8/2024 | Atomi Financial Group Inc. | 38,036 | $0.42M | 0.0% | +13.5% | 0.082% | |
8/21/2024 | Truist Financial Corp | 66,633 | $0.72M | 0.0% | -1.4% | 0.143% | |
8/16/2024 | Creative Planning | 54,353 | $0.59M | 0.0% | N/A | 0.117% | |
8/15/2024 | Matrix Private Capital Group LLC | 109,322 | $1.19M | 0.7% | +8.2% | 0.235% | |
8/7/2024 | KFA Private Wealth Group LLC | 22,533 | $0.24M | 0.1% | -26.5% | 0.048% | |
8/3/2024 | Shaker Financial Services LLC | 27,654 | $0.30M | 0.1% | N/A | 0.059% | |
8/1/2024 | Elevated Capital Advisors LLC | 443,818 | $4.81M | 1.4% | +0.4% | 0.952% | |
8/1/2024 | GraniteShares Advisors LLC | 177,976 | $1.93M | 0.6% | +14.3% | 0.382% | |
7/31/2024 | Commonwealth Equity Services LLC | 83,735 | $0.91M | 0.0% | -1.4% | 0.180% | |
7/31/2024 | Focused Wealth Management Inc | 12,148 | $0.13M | 0.0% | -8.5% | 0.026% | |
7/30/2024 | Moloney Securities Asset Management LLC | 79,858 | $0.87M | 0.1% | +37.1% | 0.171% | |
7/26/2024 | Atomi Financial Group Inc. | 33,515 | $0.36M | 0.0% | +20.6% | 0.072% | |
7/22/2024 | SeaCrest Wealth Management LLC | 10,192 | $0.11M | 0.0% | -13.8% | 0.022% | |
7/15/2024 | Melfa Wealth Management Inc. | 49,459 | $0.54M | 0.4% | -6.4% | 0.106% | |
7/12/2024 | Register Financial Advisors LLC | 6,312 | $68K | 0.0% | N/A | 0.014% | |
7/12/2024 | Capital Investment Advisors LLC | 58,702 | $0.64M | 0.0% | -2.1% | 0.126% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 152,411 | $1.69M | 0.2% | +4.5% | 0.327% | |
5/17/2024 | Comerica Bank | 14,500 | $0.16M | 0.0% | -10.9% | 0.031% | |
5/17/2024 | Creekmur Asset Management LLC | 2,232 | $25K | 0.0% | -71.9% | 0.005% | |
5/14/2024 | Advisors Asset Management Inc. | 901,824 | $9.97M | 0.2% | +0.1% | 1.935% | |
5/8/2024 | Avantax Advisory Services Inc. | 29,859 | $0.33M | 0.0% | +22.6% | 0.064% | |
5/7/2024 | Atomi Financial Group Inc. | 27,786 | $0.31M | 0.0% | +11.4% | 0.060% | |
5/2/2024 | Moloney Securities Asset Management LLC | 58,244 | $0.64M | 0.1% | +14.5% | 0.125% | |
5/1/2024 | Janney Montgomery Scott LLC | 47,198 | $0.52M | 0.0% | +4.3% | 0.101% | |
4/30/2024 | Commonwealth Equity Services LLC | 84,899 | $0.94M | 0.0% | -1.5% | 0.182% | |
4/24/2024 | Spire Wealth Management | 3,041 | $34K | 0.0% | +137.0% | 0.007% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 145,355 | $1.61M | 0.0% | -4.5% | 0.312% | |
4/22/2024 | GraniteShares Advisors LLC | 155,777 | $1.72M | 0.9% | +14.6% | 0.334% | |
4/18/2024 | SeaCrest Wealth Management LLC | 11,817 | $0.13M | 0.0% | -20.4% | 0.025% | |
4/16/2024 | Congress Park Capital LLC | 25,500 | $0.28M | 0.1% | -66.7% | 0.055% | |
4/15/2024 | Elevated Capital Advisors LLC | 442,022 | $4.89M | 1.4% | +3.9% | 0.948% | |
3/22/2024 | PNC Financial Services Group Inc. | 20,625 | $0.22M | 0.0% | -4.5% | 0.044% | |
3/1/2024 | Creekmur Asset Management LLC | 7,946 | $86K | 0.0% | N/A | 0.017% | |
2/13/2024 | Aristides Capital LLC | 13,950 | $0.15M | 0.1% | N/A | 0.030% | |
2/13/2024 | Oak Hill Advisors LP | 613,839 | $6.62M | 0.9% | -5.3% | 1.317% | |
2/7/2024 | Avantax Advisory Services Inc. | 24,362 | $0.26M | 0.0% | N/A | 0.052% | |
2/2/2024 | Truist Financial Corp | 75,738 | $0.82M | 0.0% | +74.6% | 0.162% | |
2/2/2024 | KFA Private Wealth Group LLC | 31,112 | $0.34M | 0.1% | -65.9% | 0.067% | |
1/30/2024 | GraniteShares Advisors LLC | 135,953 | $1.47M | 1.3% | -11.9% | 0.292% | |
1/25/2024 | International Assets Investment Management LLC | 73,435 | $0.79M | 0.0% | N/A | 0.158% | |
1/24/2024 | Sowell Financial Services LLC | 40,911 | $0.44M | 0.0% | +3.5% | 0.088% | |
1/24/2024 | International Assets Investment Management LLC | 73,435 | $0.79M | 0.0% | N/A | 0.158% | |
1/22/2024 | Melfa Wealth Management LLC | 52,726 | $0.57M | 0.5% | +3.4% | 0.113% | |
1/19/2024 | Congress Park Capital LLC | 76,500 | $0.83M | 0.4% | -23.5% | 0.164% | |
1/18/2024 | SeaCrest Wealth Management LLC | 14,847 | $0.16M | 0.0% | +13.3% | 0.032% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 152,181 | $1.64M | 0.0% | -28.2% | 0.326% | |
1/16/2024 | Raymond James & Associates | 21,411 | $0.23M | 0.0% | +14.9% | 0.046% | |
1/9/2024 | Elevated Capital Advisors LLC | 425,467 | $4.59M | 1.4% | -1.4% | 0.913% | |
11/15/2023 | Advisors Asset Management Inc. | 954,403 | $9.80M | 0.2% | +12.4% | 2.048% | |
11/14/2023 | Lazard Asset Management LLC | 58,392 | $0.60M | 0.0% | +13.9% | 0.125% | |
11/13/2023 | LPL Financial LLC | 380,085 | $3.90M | 0.0% | +3.2% | 0.815% | |
11/13/2023 | Invesco Ltd. | 730,337 | $7.50M | 0.0% | +0.4% | 1.567% | |
11/13/2023 | Kestra Advisory Services LLC | 19,253 | $0.20M | 0.0% | +7.9% | 0.041% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 3,000 | $31K | 0.0% | +50.0% | 0.006% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 89,037 | $0.91M | 0.1% | -68.5% | 0.191% | |
11/8/2023 | Westchester Capital Management LLC | 108,770 | $1.12M | 0.0% | +333.6% | 0.233% | |
11/7/2023 | Virtus ETF Advisers LLC | 53,552 | $0.55M | 0.3% | +83.8% | 0.115% | |
11/2/2023 | Shaker Financial Services LLC | 247,782 | $2.55M | 1.2% | -39.5% | 0.532% | |
10/31/2023 | GraniteShares Advisors LLC | 154,390 | $1.59M | 1.5% | +4.0% | 0.331% | |
10/30/2023 | Melfa Wealth Management LLC | 51,005 | $0.52M | 0.5% | -8.7% | 0.109% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 526,585 | $5.41M | 0.0% | -15.3% | 1.130% | |
10/25/2023 | KFA Private Wealth Group LLC | 91,280 | $0.94M | 0.4% | -16.2% | 0.196% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 211,999 | $2.18M | 0.0% | -1.1% | 0.455% | |
10/24/2023 | Raymond James & Associates | 18,638 | $0.19M | 0.0% | -64.1% | 0.040% | |
10/23/2023 | Commonwealth Equity Services LLC | 47,857 | $0.49M | 0.0% | +41.8% | 0.103% | |
10/17/2023 | Elevated Capital Advisors LLC | 431,680 | $4.43M | 1.5% | -1.2% | 0.926% | |
10/16/2023 | Capital Investment Advisors LLC | 60,463 | $0.62M | 0.0% | -7.9% | 0.130% | |
10/13/2023 | Congress Park Capital LLC | 100,000 | $1.03M | 0.5% | -4.5% | 0.215% | |
8/18/2023 | Elevated Capital Advisors LLC | 437,131 | $4.28M | 1.4% | -20.1% | 0.938% | |
8/14/2023 | Matrix Private Capital Group LLC | 117,854 | $1.15M | 0.8% | -20.4% | 0.253% | |
8/11/2023 | Guggenheim Capital LLC | 1,009,871 | $9.89M | 0.1% | +7.5% | 2.167% | |
8/10/2023 | GraniteShares Advisors LLC | 148,470 | $1.45M | 1.3% | -1.1% | 0.319% | |
8/7/2023 | Shaker Financial Services LLC | 409,610 | $4.01M | 1.8% | -6.7% | 0.879% | |
8/3/2023 | Wealth Management Solutions LLC | 74,185 | $0.73M | 0.5% | -12.2% | 0.159% | |
8/1/2023 | Truist Financial Corp | 43,383 | $0.43M | 0.0% | +24.0% | 0.093% | |
7/31/2023 | LPL Financial LLC | 368,460 | $3.61M | 0.0% | +9.7% | 0.791% | |
7/31/2023 | Moloney Securities Asset Management LLC | 31,099 | $0.30M | 0.1% | +152.5% | 0.067% | |
7/26/2023 | Riverbridge Partners LLC | 59,052 | $0.58M | 0.0% | -7.3% | 0.127% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 214,322 | $2.10M | 0.0% | +1.5% | 0.460% | |
7/25/2023 | Raymond James & Associates | 51,847 | $0.51M | 0.0% | +4.7% | 0.111% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 621,684 | $6.09M | 0.0% | +7.7% | 1.334% | |
7/18/2023 | KFA Private Wealth Group LLC | 108,964 | $1.07M | 0.4% | -56.1% | 0.234% | |
7/18/2023 | Melfa Wealth Management LLC | 55,889 | $0.55M | 0.6% | +2.1% | 0.120% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 621,684 | $6.09M | 0.0% | +7.7% | 1.334% | |
7/17/2023 | GPS Wealth Strategies Group LLC | 7,448 | $73K | 0.0% | -12.9% | 0.016% | |
7/14/2023 | SeaCrest Wealth Management LLC | 12,452 | $0.12M | 0.0% | +9.8% | 0.027% | |
7/14/2023 | Congress Park Capital LLC | 104,710 | $1.03M | 0.5% | +2.4% | 0.225% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 17,275 | $0.17M | 0.0% | -49.7% | 0.037% | |
7/11/2023 | Capital Investment Advisors LLC | 65,669 | $0.64M | 0.0% | -2.7% | 0.141% | |
5/15/2023 | Matrix Private Capital Group LLC | 148,109 | $1.41M | 1.0% | -8.0% | 0.318% | |
5/12/2023 | Advisors Asset Management Inc. | 775,931 | $7.38M | 0.2% | +23.9% | 1.665% | |
5/12/2023 | Moloney Securities Asset Management LLC | 12,315 | $0.12M | 0.0% | N/A | 0.026% | |
5/12/2023 | SeaCrest Wealth Management LLC | 11,341 | $0.11M | 0.0% | -10.5% | 0.024% | |
5/11/2023 | Elequin Securities LLC | 4,907 | $47K | 0.0% | -24.5% | 0.011% | |