2024-03-31 | LINDBROOK CAPITAL, LLC | 0% | 200 | 4.49K | 0 | 0 |
2024-03-31 | NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 0% | 189 | 4.24K | 0 | 0 |
2024-03-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 130 | 2.92K | -110 | -45.83% |
2024-03-31 | JPMORGAN CHASE & CO | 0% | 119 | 2.67K | 0 | 0 |
2024-03-31 | NEWEDGE ADVISORS, LLC | 0% | 100 | 2.25K | 0 | 0 |
2024-03-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 106 | 2.38K | 0 | 0 |
2024-03-31 | CENTRAL TRUST CO | 0% | 92 | 2.07K | 0 | 0 |
2024-03-31 | PARALLEL ADVISORS, LLC | 0% | 92 | 2.07K | 0 | 0 |
2024-03-31 | RISE ADVISORS, LLC | 0% | 71 | 1.59K | 0 | 0 |
2024-03-31 | MONTAG A & ASSOCIATES INC | 0% | 59 | 1.33K | -568 | -90.59% |
2024-03-31 | SOA WEALTH ADVISORS, LLC. | 0% | 10 | 229 | 0 | 0 |
2024-03-31 | FMR LLC | 0% | 3 | 67 | 2 | +200.00% |
2024-03-31 | CITIGROUP INC | 0% | 0 | - | -32.36K | -100.00% |
2024-03-31 | PRIVATE TRUST CO NA | 0% | 0 | - | -161 | -100.00% |
2024-03-31 | JANE STREET GROUP, LLC | 4.14% | 208.15K | 4.68M | 144.58K | +227.40% |
2024-03-31 | MORGAN STANLEY | 2.7% | 135.93K | 3.05M | -39.53K | -22.53% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 2.4% | 120.55K | 2.71M | 19.94K | +19.81% |
2024-03-31 | UBS GROUP AG | 1.96% | 98.52K | 2.21M | -207.51K | -67.81% |
2024-03-31 | CITADEL ADVISORS LLC | 0.05% | 2.3K | 51.66K | 2.3K | +100.00% |
2024-03-31 | ROYAL BANK OF CANADA | 0.18% | 9.05K | 203K | -3.61K | -28.48% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 0.14% | 7.19K | 161.41K | -1.38K | -16.11% |
2024-03-31 | WELLS FARGO & COMPANY/MN | 0.02% | 1.1K | 24.71K | 1.1K | +100.00% |
2024-03-31 | SALEM INVESTMENT COUNSELORS INC | 0% | 0 | - | -165 | -100.00% |
2024-03-31 | COMERICA BANK | 0% | 0 | - | -400 | -100.00% |
2024-03-31 | PACIFIC SUN FINANCIAL CORP | 0% | 0 | - | -9.69K | -100.00% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 0% | 0 | - | -8.46K | -100.00% |
2024-03-31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.75% | 87.86K | 1.97M | 46.3K | +111.39% |
2024-03-31 | BANK OF MONTREAL /CAN/ | 1.57% | 71.64K | 1.64M | 43.34K | +153.15% |
2024-03-31 | LPL FINANCIAL LLC | 1.2% | 60.5K | 1.36M | -34.13K | -36.07% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.86% | 43.28K | 971.96K | -2.45K | -5.36% |
2024-03-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 14.16K | 318K | -4.53K | -24.23% |
2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 0.26% | 11.81K | 265K | 11.81K | +100.00% |
2024-03-31 | CWM, LLC | 0.1% | 4.69K | 105K | 0 | 0 |
2024-03-31 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.07% | 3.25K | 73K | 0 | 0 |
2024-03-31 | ADVANTAGE TRUST CO | 0.07% | 3.19K | 71.65K | 0 | 0 |
2024-03-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.04% | 1.8K | 40.47K | 234 | +14.92% |
2024-03-31 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.03% | 1.44K | 32.26K | 0 | 0 |
2024-03-31 | BELLEVUE ASSET MANAGEMENT, LLC | 0.03% | 1.4K | 31.43K | 0 | 0 |
2024-03-31 | CONCORD WEALTH PARTNERS | 0.01% | 664 | 14.92K | -50 | -7.00% |
2024-03-31 | PRINCIPAL SECURITIES, INC. | 0.01% | 470 | 10.56K | -9.71K | -95.38% |
2024-03-31 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 0.01% | 465 | 10.44K | 0 | 0 |
2024-03-31 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 312 | 7.01K | 0 | 0 |
2024-03-31 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.01% | 285 | 6.4K | -199 | -41.12% |
2024-03-31 | WETZEL INVESTMENT ADVISORS, INC. | 0.01% | 285 | 6.12K | 0 | 0 |
2024-03-31 | VALLEY NATIONAL ADVISERS INC | 0.01% | 274 | 6K | 0 | 0 |
2024-03-31 | MASSMUTUAL TRUST CO FSB/ADV | 0% | 200 | 4.49K | 0 | 0 |
2024-03-31 | CITY HOLDING CO | 0.01% | 245 | 5.5K | 0 | 0 |
2024-03-31 | ADVISORNET FINANCIAL, INC | 0% | 0 | - | -847 | -100.00% |
2024-03-31 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0% | 0 | - | -4.29K | -100.00% |
2024-03-31 | SIMPLEX TRADING, LLC | 0% | 0 | - | -107 | -100.00% |
2024-03-31 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -1.82K | -100.00% |
2024-03-31 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 0 | - | -9.85K | -100.00% |
2024-03-31 | CX INSTITUTIONAL | 0% | 0 | - | -64.28K | -100.00% |
2024-03-31 | ARKADIOS WEALTH ADVISORS | 0% | 0 | - | -9.38K | -100.00% |
2024-03-31 | TRADITION WEALTH MANAGEMENT, LLC | 0% | 0 | - | -283 | -100.00% |
2024-03-31 | MEADOWBROOK INVESTMENT ADVISORS LLC | 0.02% | 1.11K | 24.93K | 150 | +15.63% |
2024-03-31 | CONTINUUM ADVISORY, LLC | 0.01% | 596 | 13.46K | 596 | +100.00% |
2023-12-31 | PACIFIC SUN FINANCIAL CORP | 0.2% | 9.69K | 248.91K | -1.33K | -12.04% |
2023-12-31 | ARKADIOS WEALTH ADVISORS | 0.19% | 9.38K | 241.14K | -12.57K | -57.26% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 0.18% | 8.57K | 220.16K | -2.29K | -21.07% |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 0.17% | 8.46K | 217.47K | -407 | -4.59% |
2023-12-31 | CWM, LLC | 0.1% | 4.69K | 121K | 42 | +0.90% |
2023-12-31 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0.09% | 4.29K | 110K | -379 | -8.12% |
2023-12-31 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.07% | 3.25K | 83.53K | -100 | -2.99% |
2023-12-31 | | 0.01% | 246 | 6.32K | 246 | +100.00% |
2023-12-31 | HARBOUR INVESTMENTS, INC. | 0.06% | 2.82K | 72.55K | -1.49K | -34.59% |
2023-12-31 | ADVISORY SERVICES NETWORK, LLC | 0.04% | 1.82K | 46.69K | 1.82K | +100.00% |
2023-12-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.03% | 1.57K | 40.3K | 121 | +8.36% |
2023-12-31 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.03% | 1.44K | 36.91K | 12 | +0.84% |
2023-12-31 | BELLEVUE ASSET MANAGEMENT, LLC | 0.03% | 1.4K | 35.96K | 5 | +0.36% |
2023-12-31 | ADVISORNET FINANCIAL, INC | 0.02% | 847 | 21.76K | -102 | -10.75% |
2023-12-31 | CONCORD WEALTH PARTNERS | 0.01% | 714 | 18.36K | -3 | -0.42% |
2023-12-31 | MONTAG A & ASSOCIATES INC | 0.01% | 627 | 16.11K | 0 | 0 |
2023-12-31 | CITADEL ADVISORS LLC | 0.01% | 500 | 12.85K | 400 | +400.00% |
2023-12-31 | TUCKER ASSET MANAGEMENT LLC | 0.01% | 492 | 12.64K | -161 | -24.66% |
2023-12-31 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.01% | 484 | 12.43K | 5 | +1.04% |
2023-12-31 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 0.01% | 465 | 11.95K | 0 | 0 |
2023-12-31 | COMERICA BANK | 0.01% | 400 | 10.28K | 0 | 0 |
2023-12-31 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 312 | 7.04K | 0 | 0 |
2023-12-31 | TRADITION WEALTH MANAGEMENT, LLC | 0.01% | 283 | 7K | 2 | +0.71% |
2023-12-31 | VALLEY NATIONAL ADVISERS INC | 0.01% | 274 | 7K | 1 | +0.37% |
2023-12-31 | CITY HOLDING CO | 0.01% | 245 | 6.3K | 0 | 0 |
2023-12-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 240 | 6.17K | 0 | 0 |
2023-12-31 | MASSMUTUAL TRUST CO FSB/ADV | 0% | 200 | 5.14K | 0 | 0 |
2023-12-31 | LINDBROOK CAPITAL, LLC | 0% | 200 | 5.14K | 0 | 0 |
2023-12-31 | NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 0% | 189 | 4.85K | 2 | +1.07% |
2023-12-31 | SALEM INVESTMENT COUNSELORS INC | 0% | 165 | 4.24K | 0 | 0 |
2023-12-31 | PRIVATE TRUST CO NA | 0% | 161 | 4.14K | 161 | +100.00% |
2023-12-31 | JPMORGAN CHASE & CO | 0% | 119 | 3.06K | 0 | 0 |
2023-12-31 | SIMPLEX TRADING, LLC | 0% | 107 | 2K | 107 | +100.00% |
2023-12-31 | UBS GROUP AG | 6.26% | 306.03K | 7.87M | -29.29K | -8.74% |
2023-12-31 | MORGAN STANLEY | 3.59% | 175.46K | 4.51M | 19.17K | +12.26% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 2.06% | 100.62K | 2.59M | 2.03K | +2.06% |
2023-12-31 | LPL FINANCIAL LLC | 1.94% | 94.62K | 2.43M | -6.21K | -6.16% |
2023-12-31 | CX INSTITUTIONAL | 1.31% | 64.28K | 1.65M | 64.28K | +100.00% |
2023-12-31 | JANE STREET GROUP, LLC | 1.3% | 63.58K | 1.63M | -21.68K | -25.43% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.94% | 45.73K | 1.18M | -9.55K | -17.28% |
2023-12-31 | CITIGROUP INC | 0.66% | 32.36K | 831.55K | 7.36K | +29.43% |
2023-12-31 | BANK OF MONTREAL /CAN/ | 0.58% | 28.3K | 735.26K | 24.63K | +672.14% |
2023-12-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.38% | 18.68K | 480K | -10.88K | -36.81% |
2023-12-31 | ROYAL BANK OF CANADA | 0.26% | 12.66K | 325K | -3.11K | -19.71% |
2023-12-31 | VERSANT CAPITAL MANAGEMENT, INC | 0.2% | 9.85K | 253.22K | 0 | 0 |