11/1/2024 | Lindbrook Capital LLC | 283,978 | $3.31M | 0.3% | +4.0% | 0.000% | |
10/28/2024 | US Bancorp DE | 4,300 | $50K | 0.0% | +1,997.6% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 25,295 | $294K | 0.0% | +10.4% | 0.000% | |
10/25/2024 | Pinnacle Associates Ltd. | 17,132 | $199K | 0.0% | +27.9% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 48,750 | $567K | 0.0% | +10.3% | 0.000% | |
10/24/2024 | PFG Investments LLC | 15,421 | $180K | 0.0% | -11.7% | 0.000% | |
|
10/23/2024 | Dumont & Blake Investment Advisors LLC | 30,285 | $353K | 0.1% | -50.7% | 0.000% | |
10/23/2024 | CENTRAL TRUST Co | 54,033 | $629K | 0.0% | -3.0% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 82,260 | $9.58M | 0.0% | N/A | 0.000% | |
10/22/2024 | TFG Advisers LLC | 30,334 | $353K | 0.1% | +8.6% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 26,407 | $307K | 0.0% | -3.6% | 0.000% | |
10/21/2024 | Calton & Associates Inc. | 18,359 | $214K | 0.1% | N/A | 0.000% | |
10/21/2024 | Wealth Effects LLC | 18,119 | $211K | 0.1% | +6.2% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 4,413 | $51K | 0.0% | -51.2% | 0.000% | |
10/7/2024 | Marathon Strategic Advisors LLC | 193,126 | $2.25M | 2.4% | +2.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 86,623 | $955K | 0.0% | N/A | 0.000% | |
8/30/2024 | Creekside Partners | 123,991 | $1.44M | 0.8% | N/A | 0.000% | |
8/26/2024 | Founders Financial Alliance LLC | 29,239 | $340K | 0.1% | -8.3% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 88,396 | $1.03M | 0.0% | -5.0% | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 12,793 | $149K | 0.0% | -27.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 90,870 | $1.06M | 0.0% | +9.1% | 0.000% | |
8/10/2024 | Perennial Investment Advisors LLC | 10,800 | $126K | 0.0% | -28.2% | 0.000% | |
8/8/2024 | Oppenheimer & Co. Inc. | 152,368 | $1.77M | 0.0% | -0.7% | 0.000% | |
8/7/2024 | PFG Investments LLC | 17,458 | $203K | 0.0% | -5.1% | 0.000% | |
8/2/2024 | Wealth Effects LLC | 17,056 | $199K | 0.1% | -15.3% | 0.000% | |
8/1/2024 | D.A. Davidson & CO. | 904,653 | $10.53M | 0.1% | +7.4% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 37,422 | $436K | 0.3% | -14.6% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 634,976 | $7.39M | 0.0% | +4.8% | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 186,363 | $2.17M | 0.1% | +3.4% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 106,848 | $1.24M | 0.0% | -7.0% | 0.000% | |
7/26/2024 | TFG Advisers LLC | 27,921 | $325K | 0.1% | +9.0% | 0.000% | |
7/26/2024 | Patten Group Inc. | 58,078 | $676K | 0.2% | N/A | 0.000% | |
7/25/2024 | Institute for Wealth Management LLC. | 45,012 | $524K | 0.1% | +11.0% | 0.000% | |
7/20/2024 | Apollon Wealth Management LLC | 247,527 | $2.88M | 0.1% | +0.9% | 0.000% | |
7/19/2024 | Raymond James & Associates | 144,486 | $1.68M | 0.0% | -0.7% | 0.000% | |
7/16/2024 | Monetary Management Group Inc. | 15,000 | $175K | 0.0% | +50.0% | 0.000% | |
7/8/2024 | Marathon Strategic Advisors LLC | 187,749 | $2.19M | 2.6% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 28,561 | $324K | 0.0% | N/A | 0.000% | |
5/17/2024 | Creekmur Asset Management LLC | 3,857 | $44K | 0.0% | -70.0% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 196,560 | $2.23M | 0.0% | -46.3% | 0.000% | |
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5/8/2024 | Avantax Advisory Services Inc. | 296,194 | $3.36M | 0.0% | +7.9% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 43,809 | $497K | 0.4% | -12.8% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 153,460 | $1.74M | 0.0% | +5.5% | 0.000% | |
5/6/2024 | ORG Partners LLC | 3,841 | $43K | 0.1% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 605,914 | $6.88M | 0.0% | +3.1% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 356,531 | $4.05M | 0.4% | -1.8% | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 52,494 | $596K | 0.2% | +83.6% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 4,325 | $49K | 0.0% | +89.0% | 0.000% | |
4/22/2024 | PFG Investments LLC | 18,401 | $209K | 0.0% | N/A | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 44,390 | $504K | 0.0% | +6.6% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 12,855 | $133K | 0.0% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 33,185 | $344K | 0.0% | +5.1% | 0.000% | |
2/9/2024 | Founders Financial Alliance LLC | 31,685 | $328K | 0.1% | -7.5% | 0.000% | |
2/9/2024 | SAM Advisors LLC | 28,628 | $297K | 0.1% | +43.9% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 730,943 | $7.57M | 0.1% | +11.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,415,190 | $14.66M | 0.0% | +13.7% | 0.000% | |
2/9/2024 | UBS Group AG | 1,532,465 | $15.88M | 0.0% | +2.1% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 57,945 | $600K | 0.0% | -4.0% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 274,420 | $2.84M | 0.0% | +1.3% | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 228,964 | $2.37M | 0.1% | +13.6% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 28,870 | $299K | 0.0% | +10.7% | 0.000% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 2,645 | $27K | 0.0% | N/A | 0.000% | |
2/5/2024 | Alpha Cubed Investments LLC | 12,300 | $127K | 0.0% | N/A | 0.000% | |
2/5/2024 | Mission Wealth Management LP | 26,175 | $271K | 0.0% | -14.9% | 0.000% | |
2/2/2024 | Truist Financial Corp | 98,433 | $1.02M | 0.0% | +1.5% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 35,626 | $369K | 0.0% | +4.5% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 40,329 | $418K | 0.0% | N/A | 0.000% | |
2/1/2024 | Lindbrook Capital LLC | 362,946 | $3.76M | 0.4% | -7.5% | 0.000% | |
1/31/2024 | Institute for Wealth Management LLC. | 46,052 | $477K | 0.1% | -2.7% | 0.000% | |
1/29/2024 | Wealth Effects LLC | 20,086 | $208K | 0.1% | -17.2% | 0.000% | |
1/24/2024 | CENTRAL TRUST Co | 58,283 | $604K | 0.0% | -4.3% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 50,222 | $520K | 0.4% | -14.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 208,977 | $2.17M | 0.0% | -0.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 142,223 | $1.47M | 0.0% | -2.9% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 19,435 | $201K | 0.0% | +18.9% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 15,500 | $163K | 0.0% | -93.7% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 20,000 | $211K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 560,586 | $5.89M | 0.1% | -0.3% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 134,442 | $1.42M | 0.8% | -11.2% | 0.000% | |
11/13/2023 | Hollencrest Capital Management | 24,293 | $256K | 0.0% | -7.9% | 0.000% | |
11/13/2023 | LPL Financial LLC | 586,703 | $6.18M | 0.0% | +0.9% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 11,579 | $122K | 0.0% | -56.7% | 0.000% | |
11/9/2023 | SAM Advisors LLC | 19,897 | $210K | 0.1% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 1,500,909 | $15.82M | 0.0% | +1.6% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 36,561 | $387K | 0.0% | -58.4% | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 653,732 | $6.89M | 0.1% | +1.1% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 32,717 | $345K | 0.0% | -4.7% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 34,096 | $359K | 0.0% | -24.4% | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 270,818 | $2.85M | 0.0% | +19.8% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 145,317 | $1.53M | 0.0% | +5.1% | 0.000% | |
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11/8/2023 | Kestra Private Wealth Services LLC | 16,665 | $176K | 0.0% | +39.0% | 0.000% | |
11/7/2023 | Johnson Midwest Financial LLC | 9,022 | $95K | 0.2% | +49.8% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 9,043 | $95K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 26,084 | $275K | 0.0% | +18.1% | 0.000% | |
11/2/2023 | Sonora Investment Management Group LLC | 23,650 | $249K | 0.0% | +9.2% | 0.000% | |
10/27/2023 | Gray Wealth Management Inc. | 11,114 | $117K | 0.1% | N/A | 0.000% | |
10/26/2023 | CENTRAL TRUST Co | 60,883 | $642K | 0.0% | -2.5% | 0.000% | |
10/25/2023 | Lindbrook Capital LLC | 392,314 | $4.14M | 0.5% | -2.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 146,465 | $1.54M | 0.0% | -4.1% | 0.000% | |
10/24/2023 | Mission Wealth Management LP | 30,775 | $324K | 0.0% | -3.1% | 0.000% | |