10/31/2024 | Trademark Financial Management LLC | 15,900 | $0.21M | 0.2% | -7.6% | 0.000% | |
10/30/2024 | AHL Investment Management Inc. | 209,192 | $2.74M | 1.9% | -1.4% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 1,376,300 | $17.36M | 0.0% | -3.2% | 0.000% | |
10/28/2024 | US Bancorp DE | 33,268 | $0.44M | 0.0% | +220.3% | 0.000% | |
10/28/2024 | HM Payson & Co. | 4,177 | $55K | 0.0% | -92.5% | 0.000% | |
10/28/2024 | Petra Financial Advisors Inc. | 122,985 | $1.61M | 1.1% | -2.2% | 0.000% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 85,557 | $1.12M | 0.3% | -5.3% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 81,255 | $1.06M | 0.2% | -6.9% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,977 | $0.18M | 0.0% | N/A | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 11,000 | $0.14M | 0.1% | N/A | 0.000% | |
10/24/2024 | PFG Investments LLC | 29,700 | $0.39M | 0.0% | N/A | 0.000% | |
10/23/2024 | Dakota Wealth Management | 39,781 | $0.52M | 0.0% | -80.7% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 1,148,639 | $15.05M | 0.7% | +21.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 57,486 | $0.75M | 0.0% | +1,210.1% | 0.000% | |
10/22/2024 | Lake Street Private Wealth LLC | 126,750 | $1.66M | 0.3% | +13.4% | 0.000% | |
10/21/2024 | Bayshore Asset Management LLC | 126,740 | $1.66M | 0.7% | N/A | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 329,773 | $4.32M | 0.0% | -39.5% | 0.000% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 47,477 | $0.62M | 0.1% | +8.3% | 0.000% | |
10/18/2024 | Raymond James & Associates | 489,096 | $6.41M | 0.0% | +46.6% | 0.000% | |
10/18/2024 | Blue Trust Inc. | 5,415 | $67K | 0.0% | N/A | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 195,277 | $2.56M | 0.1% | -1.4% | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 66,846 | $0.88M | 0.0% | +53.2% | 0.000% | |
10/15/2024 | Occidental Asset Management LLC | 12,497 | $0.16M | 0.0% | N/A | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 37,890 | $0.50M | 0.2% | +38.6% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 486,500 | $6.37M | 2.4% | +55.7% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 31,397 | $0.41M | 0.0% | +7.1% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 11,206 | $0.15M | 0.0% | N/A | 0.000% | |
10/8/2024 | Park Place Capital Corp | 87,519 | $1.15M | 0.3% | -4.1% | 0.000% | |
10/8/2024 | Integrated Capital Management Inc. | 37,246 | $0.49M | 0.4% | +2.8% | 0.000% | |
10/7/2024 | Melone Private Wealth LLC | 713,507 | $9.35M | 5.0% | +1.8% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 207,599 | $2.72M | 0.0% | +5.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 92,818 | $1.09M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 209,306 | $2.59M | 0.0% | -6.0% | 0.000% | |
8/21/2024 | Truist Financial Corp | 67,756 | $0.84M | 0.0% | -53.3% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 34,180 | $0.43M | 0.0% | +64.4% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 31,652 | $0.39M | 0.0% | -7.4% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 70,371 | $0.87M | 0.0% | -1.8% | 0.000% | |
8/16/2024 | Creative Planning | 33,523 | $0.41M | 0.0% | +10.2% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 204,639 | $2.53M | 0.7% | -85.2% | 0.000% | |
8/15/2024 | Daymark Wealth Partners LLC | 29,327 | $0.36M | 0.0% | +8.7% | 0.000% | |
8/14/2024 | Sfmg LLC | 12,680 | $0.16M | 0.0% | -19.1% | 0.000% | |
8/14/2024 | Bank of Montreal Can | 29,039 | $0.36M | 0.0% | -34.2% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 3,300 | $42K | 0.0% | +153.8% | 0.000% | |
8/13/2024 | King Luther Capital Management Corp | 15,882 | $0.20M | 0.0% | +10.5% | 0.000% | |
8/12/2024 | ProVise Management Group LLC | 18,464 | $0.23M | 0.0% | -24.7% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 383,690 | $4.74M | 0.4% | -8.3% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 271,649 | $3.36M | 0.0% | +3.1% | 0.000% | |
8/8/2024 | Luken Investment Analytics LLC | 2,462 | $30K | 0.0% | N/A | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 220,588 | $2.72M | 0.8% | -23.9% | 0.000% | |
8/7/2024 | Edgemoor Investment Advisors Inc. | 84,781 | $1.05M | 0.1% | +179.9% | 0.000% | |
8/7/2024 | Choreo LLC | 27,335 | $0.34M | 0.0% | N/A | 0.000% | |
8/6/2024 | Wakefield Asset Management LLLP | 145,370 | $1.80M | 0.6% | -1.1% | 0.000% | |
8/6/2024 | Advisor OS LLC | 10,534 | $0.13M | 0.0% | N/A | 0.000% | |
8/2/2024 | Simon Quick Advisors LLC | 13,744 | $0.17M | 0.0% | -33.5% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 51,809 | $0.64M | 0.1% | -15.8% | 0.000% | |
8/1/2024 | Fiera Capital Corp | 445,858 | $5.51M | 0.0% | -32.0% | 0.000% | |
8/1/2024 | Primoris Wealth Advisors LLC | 46,930 | $0.58M | 0.5% | +22.1% | 0.000% | |
8/1/2024 | Drive Wealth Management LLC | 11,585 | $0.14M | 0.0% | -40.2% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 1,421,894 | $17.56M | 0.0% | -7.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 269,240 | $3.33M | 0.0% | -4.5% | 0.000% | |
7/31/2024 | Wealth Alliance Advisory Group LLC | 43,836 | $0.54M | 0.1% | +5.0% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 132,665 | $1.64M | 0.1% | N/A | 0.000% | |
7/31/2024 | Trademark Financial Management LLC | 17,200 | $0.21M | 0.2% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 4,388 | $54K | 0.0% | N/A | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 186,578 | $2.30M | 0.0% | +1.3% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 35,458 | $0.44M | 0.0% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 13,795 | $0.17M | 0.0% | -74.5% | 0.000% | |
7/24/2024 | Catalina Capital Group LLC | 30,632 | $0.38M | 0.1% | +16.2% | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 306,681 | $3.79M | 2.4% | -0.6% | 0.000% | |
7/22/2024 | Iron Horse Wealth Management LLC | 3,201 | $40K | 0.0% | N/A | 0.000% | |
7/22/2024 | Sunpointe LLC | 15,412 | $0.19M | 0.1% | N/A | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 948,016 | $11.71M | 0.6% | +34.2% | 0.000% | |
7/19/2024 | Raymond James & Associates | 333,520 | $4.12M | 0.0% | +7.0% | 0.000% | |
7/19/2024 | Tyche Wealth Partners LLC | 87,261 | $1.08M | 0.3% | -2.6% | 0.000% | |
7/17/2024 | Murphy Middleton Hinkle & Parker Inc. | 25,612 | $0.32M | 0.2% | -14.1% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 46,790 | $0.58M | 0.0% | +3.9% | 0.000% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 90,345 | $1.12M | 0.4% | -6.8% | 0.000% | |
7/15/2024 | AHL Investment Management Inc. | 212,157 | $2.62M | 1.9% | -5.4% | 0.000% | |
7/12/2024 | Congress Park Capital LLC | 312,500 | $3.86M | 1.5% | +2.5% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 36,223 | $0.45M | 0.4% | +29.3% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 197,962 | $2.45M | 0.1% | -1.6% | 0.000% | |
7/11/2024 | Warther Private Wealth LLC | 28,374 | $0.35M | 0.1% | N/A | 0.000% | |
7/10/2024 | Csenge Advisory Group | 35,826 | $0.44M | 0.0% | +65.6% | 0.000% | |
7/10/2024 | Compass Financial Group INC SD | 89,084 | $1.10M | 0.2% | +1.2% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 196,486 | $2.43M | 0.0% | +4.6% | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 10,000 | $0.12M | 0.0% | -29.3% | 0.000% | |
7/2/2024 | Park Place Capital Corp | 91,275 | $1.13M | 0.4% | -1.3% | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 2,449 | $30K | 0.0% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 104,708 | $1.28M | 0.0% | +11.2% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 222,767 | $2.73M | 0.0% | +384.8% | 0.000% | |
5/17/2024 | Comerica Bank | 37,181 | $0.46M | 0.0% | +5.9% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 20,785 | $0.25M | 0.0% | -40.7% | 0.000% | |
5/15/2024 | Alpine Global Management LLC | 150,000 | $1.84M | 0.5% | +25.1% | 0.000% | |
5/15/2024 | Linscomb Wealth Inc. | 10,986 | $0.13M | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 516,600 | $6.32M | 0.1% | +8.9% | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 250,000 | $3.06M | 0.1% | +25.0% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 1,303,328 | $15.32M | 5.5% | +6.1% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 7,153,345 | $87.56M | 2.5% | -1.0% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 2,672 | $33K | 0.0% | N/A | 0.000% | |
5/11/2024 | Ironsides Asset Advisors LLC | 33,520 | $0.41M | 0.1% | +3.8% | 0.000% | |