10/10/2024 | CRA Financial Services LLC | 6,375 | $216K | 0.0% | -15.3% | 0.386% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 98,841 | $3.35M | 0.3% | +7.9% | 5.990% | |
10/8/2024 | Brookstone Capital Management | 78,165 | $2.65M | 0.0% | -1.5% | 4.737% | |
10/5/2024 | Central Valley Advisors LLC | 15,561 | $527K | 0.3% | -25.5% | 0.943% | |
8/13/2024 | AE Wealth Management LLC | 21,528 | $717K | 0.0% | -8.1% | 1.305% | |
8/2/2024 | Archer Investment Corp | 10,290 | $343K | 0.1% | -7.5% | 0.624% | |
|
7/31/2024 | Spire Wealth Management | 21,217 | $707K | 0.0% | -14.0% | 1.286% | |
7/18/2024 | Brookstone Capital Management | 79,373 | $2.66M | 0.0% | -6.5% | 4.810% | |
7/18/2024 | Triad Wealth Partners LLC | 2,234 | $74K | 0.0% | N/A | 0.135% | |
5/24/2024 | Cetera Advisors LLC | 11,231 | $367K | 0.0% | N/A | 0.681% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,466 | $1.42M | 0.2% | -12.5% | 2.634% | |
4/29/2024 | Commonwealth Equity Services LLC | 65,292 | $2.14M | 0.0% | -1.3% | 3.957% | |
4/24/2024 | Spire Wealth Management | 24,657 | $806K | 0.0% | -10.1% | 1.494% | |
4/17/2024 | CRA Financial Services LLC | 7,525 | $246K | 0.1% | -30.0% | 0.456% | |
4/15/2024 | Brookstone Capital Management | 84,906 | $2.78M | 0.0% | +0.6% | 5.146% | |
4/11/2024 | RFG Advisory LLC | 6,987 | $228K | 0.0% | N/A | 0.518% | |
2/16/2024 | SageView Advisory Group LLC | 434,424 | $13.74M | 0.5% | N/A | 32.180% | |
2/9/2024 | SageView Advisory Group LLC | 434,424 | $13.74M | 0.4% | N/A | 32.180% | |
2/9/2024 | Central Valley Advisors LLC | 20,927 | $662K | 0.4% | N/A | 1.550% | |
2/6/2024 | Spire Wealth Management | 27,430 | $875K | 0.0% | N/A | 2.032% | |
2/1/2024 | CRA Financial Services LLC | 10,750 | $340K | 0.1% | -23.6% | 0.796% | |
1/31/2024 | KFG Wealth Management LLC | 34,567 | $1.09M | 0.5% | -23.9% | 2.561% | |
1/31/2024 | Archer Investment Corp | 11,627 | $368K | 0.1% | -46.9% | 0.861% | |
1/17/2024 | Atticus Wealth Management LLC | 21,778 | $689K | 0.2% | -47.8% | 1.613% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,987 | $791K | 0.0% | +102.0% | 1.851% | |
1/11/2024 | Brookstone Capital Management | 84,375 | $2.67M | 0.1% | +564.4% | 6.250% | |
11/8/2023 | Archer Investment Corp | 21,879 | $663K | 0.2% | -4.9% | 1.621% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 51,818 | $1.57M | 0.2% | -45.2% | 3.838% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,367 | $375K | 0.0% | -13.9% | 0.916% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,449 | $499K | 0.0% | -3.2% | 1.218% | |
10/17/2023 | KFG Wealth Management LLC | 45,446 | $1.38M | 0.7% | -3.2% | 3.366% | |
10/13/2023 | CRA Financial Services LLC | 14,075 | $427K | 0.1% | -12.4% | 1.043% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,708 | $52K | 0.0% | N/A | 0.127% | |
8/10/2023 | Osaic Holdings Inc. | 95,680 | $2.94M | 0.0% | -51.0% | 7.087% | |
8/10/2023 | Cetera Investment Advisers | 11,870 | $365K | 0.0% | -53.2% | 0.879% | |
8/8/2023 | Archer Investment Corp | 23,014 | $708K | 0.3% | -20.1% | 1.705% | |
8/1/2023 | Truist Financial Corp | 45,418 | $1.40M | 0.0% | -1.7% | 3.364% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,367 | $442K | 0.0% | -2.4% | 0.830% | |
7/21/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 94,546 | $2.91M | 0.4% | -12.2% | 5.465% | |
7/18/2023 | KFG Wealth Management LLC | 46,967 | $1.45M | 0.8% | -0.9% | 2.715% | |
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7/11/2023 | CRA Financial Services LLC | 16,075 | $494K | 0.1% | -15.3% | 0.929% | |
7/11/2023 | Brookstone Capital Management | 41,662 | $1.28M | 0.0% | +4.2% | 2.408% | |
5/12/2023 | Castle Rock Wealth Management LLC | 29,082 | $849K | 0.3% | -2.7% | 1.643% | |
5/9/2023 | Archer Investment Corp | 28,810 | $834K | 0.3% | -10.0% | 1.628% | |
5/9/2023 | Spire Wealth Management | 9,110 | $264K | 0.0% | -56.7% | 0.515% | |
5/8/2023 | WealthShield Partners LLC | 2,400 | $70K | 0.0% | N/A | 0.136% | |
5/5/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 107,704 | $3.12M | 0.5% | +98.1% | 6.085% | |
5/5/2023 | Truist Financial Corp | 46,210 | $1.34M | 0.0% | -13.7% | 2.611% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,100 | $32K | 0.0% | N/A | 0.062% | |
4/19/2023 | Brookstone Capital Management | 39,965 | $1.17M | 0.0% | -10.4% | 2.258% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,717 | $426K | 0.0% | -11.5% | 0.601% | |
4/14/2023 | KFG Wealth Management LLC | 47,404 | $1.38M | 1.0% | -11.0% | 1.935% | |
2/13/2023 | Betterment LLC | 9,132 | $253K | 0.0% | N/A | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 2,562 | $71K | 0.0% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 194,522 | $5.39M | 0.0% | +44.0% | 0.000% | |
2/10/2023 | Vise Technologies Inc. | 11,730 | $325K | 0.1% | N/A | 0.000% | |
2/9/2023 | Soltis Investment Advisors LLC | 8,353 | $231K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 16,632 | $461K | 0.0% | +15.3% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 16,991 | $471K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 51,587 | $1.43M | 0.0% | -1.0% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 13,180 | $365K | 0.0% | N/A | 0.000% | |
2/3/2023 | Archer Investment Corp | 32,024 | $887K | 0.3% | +4.3% | 0.000% | |
2/3/2023 | Spire Wealth Management | 21,016 | $582K | 0.0% | -50.0% | 0.000% | |
1/31/2023 | Atria Investments Inc | 263,789 | $7.31M | 0.1% | -21.4% | 0.000% | |
1/31/2023 | Atticus Wealth Management LLC | 41,726 | $1.16M | 0.5% | N/A | 0.000% | |
1/31/2023 | Castle Rock Wealth Management LLC | 29,902 | $857K | 0.4% | -5.8% | 0.000% | |
1/26/2023 | Strategic Blueprint LLC | 9,987 | $277K | 0.0% | -67.9% | 0.000% | |
1/25/2023 | Sageworth Trust Co | 217,207 | $6.02M | 0.5% | N/A | 0.000% | |
1/24/2023 | CRA Financial Services LLC | 18,975 | $526K | 0.2% | -2.6% | 0.000% | |
1/18/2023 | KFG Wealth Management LLC | 53,239 | $1.48M | 1.5% | N/A | 0.000% | |
1/9/2023 | Brookstone Capital Management | 44,628 | $1.25M | 0.0% | N/A | 0.000% | |