10/28/2024 | US Bancorp DE | 1,657 | $53K | 0.0% | +78.9% | 0.068% | |
10/23/2024 | Global Assets Advisory LLC | 19,560 | $620K | 0.3% | N/A | 0.798% | |
10/17/2024 | Well Done LLC | 24,954 | $804K | 0.1% | -4.4% | 1.019% | |
9/5/2024 | Sanctuary Advisors LLC | 258,015 | $7.54M | 0.1% | N/A | 10.531% | |
8/21/2024 | Truist Financial Corp | 91,258 | $2.67M | 0.0% | -5.0% | 3.725% | |
7/30/2024 | International Assets Investment Management LLC | 5,470 | $160K | 0.0% | N/A | 0.223% | |
|
7/19/2024 | Well Done LLC | 26,091 | $762K | 0.2% | -20.6% | 1.065% | |
7/16/2024 | EWG Elevate Inc. | 39,650 | $1.16M | 0.4% | +7.8% | 1.618% | |
7/9/2024 | Lynx Investment Advisory | 3,182 | $93K | 0.1% | N/A | 0.130% | |
4/12/2024 | Global Assets Advisory LLC | 577,843 | $19.07M | 0.1% | +2,243.6% | 18.640% | |
4/10/2024 | EWG Elevate Inc. | 36,798 | $1.13M | 0.4% | +11.3% | 1.187% | |
2/23/2024 | Chicago Partners Investment Group LLC | 6,846 | $204K | 0.0% | N/A | 0.221% | |
2/16/2024 | Global Assets Advisory LLC | 24,656 | $761K | 1.0% | -18.4% | 0.795% | |
2/13/2024 | Tower Research Capital LLC TRC | 3,047 | $94K | 0.0% | -90.6% | 0.098% | |
2/2/2024 | Truist Financial Corp | 87,895 | $2.71M | 0.0% | -1.9% | 2.835% | |
1/29/2024 | Wealth Effects LLC | 9,350 | $288K | 0.1% | N/A | 0.302% | |
1/25/2024 | International Assets Investment Management LLC | 170,501 | $5.54M | 0.0% | N/A | 5.500% | |
1/25/2024 | Global Assets Advisory LLC | 24,656 | $759K | 1.0% | -18.4% | 0.795% | |
1/24/2024 | International Assets Investment Management LLC | 170,501 | $5.54M | 0.0% | N/A | 5.500% | |
1/19/2024 | Synergy Asset Management LLC | 138,275 | $4.26M | 0.8% | N/A | 4.460% | |
1/18/2024 | Well Done LLC | 258,353 | $7.96M | 1.6% | -7.8% | 8.334% | |
1/16/2024 | Raymond James & Associates | 51,784 | $1.60M | 0.0% | -1.8% | 1.670% | |
1/9/2024 | EWG Elevate Inc. | 33,074 | $1.02M | 0.4% | -1.1% | 1.067% | |
11/14/2023 | Tower Research Capital LLC TRC | 32,441 | $856K | 0.0% | +78.0% | 1.046% | |
10/24/2023 | Raymond James & Associates | 52,742 | $1.39M | 0.0% | -4.9% | 1.701% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,279 | $377K | 0.0% | -3.0% | 0.461% | |
10/16/2023 | Well Done LLC | 280,161 | $7.40M | 1.6% | -11.1% | 9.037% | |
10/10/2023 | EWG Elevate Inc. | 33,445 | $883K | 0.4% | +19.7% | 1.079% | |
10/4/2023 | Global Assets Advisory LLC | 30,203 | $797K | 0.7% | -15.8% | 0.974% | |
8/1/2023 | Truist Financial Corp | 81,592 | $2.18M | 0.0% | +5.0% | 2.632% | |
7/31/2023 | LPL Financial LLC | 83,399 | $2.23M | 0.0% | -3.7% | 2.690% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,443 | $225K | 0.0% | -79.0% | 0.264% | |
7/25/2023 | Raymond James & Associates | 55,441 | $1.48M | 0.0% | +0.8% | 1.733% | |
7/21/2023 | Global Assets Advisory LLC | 35,875 | $958K | 0.9% | -43.1% | 1.121% | |
7/20/2023 | Well Done LLC | 315,269 | $8.42M | 1.8% | -4.4% | 9.852% | |
7/12/2023 | EWG Elevate Inc. | 27,940 | $746K | 0.3% | +32.8% | 0.873% | |
5/9/2023 | Tower Research Capital LLC TRC | 11,274 | $300K | 0.0% | -18.8% | 0.313% | |
5/5/2023 | Truist Financial Corp | 77,740 | $2.07M | 0.0% | +30.7% | 2.159% | |
5/3/2023 | Integrated Wealth Concepts LLC | 16,800 | $447K | 0.0% | +11.9% | 0.467% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,333 | $142K | 0.0% | -25.6% | 0.148% | |
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4/21/2023 | Global Assets Advisory LLC | 63,029 | $1.63M | 1.7% | -2.7% | 1.751% | |
4/20/2023 | Well Done LLC | 329,796 | $8.78M | 1.9% | +3.7% | 9.161% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 40,198 | $1.07M | 0.0% | -1.4% | 0.903% | |
4/14/2023 | Raymond James & Associates | 55,010 | $1.46M | 0.0% | +5.2% | 1.236% | |
4/13/2023 | EWG Elevate Inc. | 21,045 | $560K | 0.2% | +36.1% | 0.473% | |
2/13/2023 | Integrated Wealth Concepts LLC | 15,018 | $423K | 0.0% | N/A | 0.000% | |
2/10/2023 | Ameritas Advisory Services LLC | 7,165 | $202K | 0.0% | N/A | 0.000% | |
2/9/2023 | Chicago Partners Investment Group LLC | 6,678 | $205K | 0.0% | -5.8% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 40,778 | $1.15M | 0.0% | +19.6% | 0.000% | |
2/8/2023 | Manchester Financial Inc. | 177,555 | $5.00M | 1.4% | -0.8% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 23,579 | $663K | 0.0% | +39.7% | 0.000% | |
2/7/2023 | LPL Financial LLC | 88,828 | $2.50M | 0.0% | -17.3% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 24,979 | $703K | 0.0% | +13.7% | 0.000% | |
1/31/2023 | Westside Investment Management Inc. | 1,125 | $31K | 0.0% | N/A | 0.000% | |
1/31/2023 | Global Assets Advisory LLC | 64,772 | $1.82M | 1.9% | -0.8% | 0.000% | |
1/27/2023 | Destiny Wealth Partners LLC | 1,286 | $36K | 0.0% | -84.3% | 0.000% | |
1/18/2023 | Well Done LLC | 317,947 | $8.95M | 1.9% | +1.2% | 0.000% | |
1/11/2023 | EWG Elevate Inc. | 15,468 | $435K | 0.2% | +4.2% | 0.000% | |
11/15/2022 | WA Asset Management LLC | 485,183 | $12.46M | 0.9% | N/A | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 31,723 | $814K | 0.0% | -9.9% | 0.000% | |
11/3/2022 | Avidian Wealth Solutions LLC | 10,035 | $258K | 0.0% | +23.5% | 0.000% | |
10/26/2022 | WBI Investments Inc. | 19,784 | $488K | 0.1% | -3.5% | 0.000% | |
10/26/2022 | Truist Financial Corp | 64,916 | $1.67M | 0.0% | -6.2% | 0.000% | |
10/25/2022 | Raymond James & Associates | 52,448 | $1.35M | 0.0% | +2.2% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 34,102 | $875K | 0.0% | -9.3% | 0.000% | |
10/14/2022 | Well Done LLC | 314,278 | $8.07M | 2.0% | +2.0% | 0.000% | |
9/16/2022 | Private Trust Co. NA | 5,000 | $134K | 0.0% | N/A | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 41,970 | $1.12M | 0.0% | +98.3% | 0.000% | |
8/4/2022 | Chicago Partners Investment Group LLC | 7,018 | $206K | 0.0% | N/A | 0.000% | |
8/3/2022 | Envestnet Asset Management Inc. | 29,360 | $784K | 0.0% | +21.6% | 0.000% | |
8/2/2022 | Requisite Capital Management LLC | 790,341 | $21.11M | 7.0% | -13.1% | 0.000% | |
8/1/2022 | Parallel Advisors LLC | 2,199 | $59K | 0.0% | N/A | 0.000% | |
7/29/2022 | Avidian Wealth Solutions LLC | 8,125 | $217K | 0.0% | -51.8% | 0.000% | |
7/28/2022 | Manchester Financial Inc. | 168,020 | $4.49M | 1.7% | -2.8% | 0.000% | |
7/26/2022 | BT Wealth Management LLC | 483,601 | $12.92M | 3.6% | -4.1% | 0.000% | |
7/25/2022 | WBI Investments Inc. | 20,506 | $528K | 0.1% | N/A | 0.000% | |
7/22/2022 | Truist Financial Corp | 69,197 | $1.85M | 0.0% | +23.1% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 118,201 | $3.16M | 0.0% | +15.9% | 0.000% | |
7/18/2022 | Well Done LLC | 308,176 | $8.23M | 1.8% | +6.7% | 0.000% | |
7/15/2022 | Destiny Wealth Partners LLC | 8,189 | $219K | 0.0% | +40.2% | 0.000% | |
7/15/2022 | BT Wealth Management LLC | 483,818 | $13.02M | 3.6% | -4.0% | 0.000% | |
6/3/2022 | Rehmann Capital Advisory Group | 11,001 | $338K | 0.0% | +4.4% | 0.000% | |
5/10/2022 | Bank of Marin | 7,054 | $217K | 0.2% | -37.4% | 0.000% | |
5/10/2022 | Capital Planning Advisors LLC | 322,728 | $9.91M | 2.1% | -43.1% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 17,972 | $551K | 0.0% | +9.8% | 0.000% | |
5/4/2022 | Manchester Financial Inc. | 172,816 | $5.31M | 1.9% | +4.2% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 101,984 | $3.13M | 0.0% | +779.8% | 0.000% | |
5/4/2022 | Envestnet Asset Management Inc. | 24,138 | $741K | 0.0% | N/A | 0.000% | |
5/2/2022 | JFS Wealth Advisors LLC | 952 | $29K | 0.0% | N/A | 0.000% | |
4/29/2022 | BKA Wealth Consulting Inc. | 66,720 | $2.05M | 3.1% | N/A | 0.000% | |
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4/22/2022 | Truist Financial Corp | 56,209 | $1.73M | 0.0% | +260.6% | 0.000% | |
4/21/2022 | BT Wealth Management LLC | 504,162 | $15.48M | 4.0% | +11.5% | 0.000% | |
4/21/2022 | Destiny Wealth Partners LLC | 5,840 | $179K | 0.0% | N/A | 0.000% | |
4/20/2022 | Well Done LLC | 288,899 | $8.87M | 1.8% | N/A | 0.000% | |
4/12/2022 | EWG Elevate Inc. | 14,846 | $456K | 0.2% | N/A | 0.000% | |
2/15/2022 | Capital Planning Advisors LLC | 567,590 | $18.15M | 3.5% | -2.5% | 0.000% | |
2/10/2022 | OLD Mission Capital LLC | 38,442 | $1.23M | 0.1% | N/A | 0.000% | |
2/9/2022 | Requisite Capital Management LLC | 944,926 | $30.22M | 9.4% | -2.8% | 0.000% | |
2/8/2022 | Raymond James & Associates | 56,377 | $1.80M | 0.0% | +32.3% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 16,368 | $523K | 0.0% | +2.9% | 0.000% | |