12/12/2024 | Legacy Wealth Management LLC MS | 46,206 | $551K | 0.2% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 12,546 | $155K | 0.0% | +11.1% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 130,523 | $1.56M | 0.3% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 22,564 | $269K | 0.0% | +69.9% | 0.000% | |
11/15/2024 | National Bank of Canada FI | 42,650 | $509K | 0.0% | -3.0% | 0.000% | |
11/15/2024 | Morse Asset Management Inc | 130,522 | $1.56M | 0.3% | N/A | 0.000% | |
|
11/14/2024 | Rockefeller Capital Management L.P. | 77,894 | $929K | 0.0% | -9.6% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 10,000 | $119K | 0.0% | +233.3% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 226,022 | $2.70M | 0.0% | -20.7% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 33,966 | $405K | 0.0% | -4.2% | 0.000% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 26,006 | $310K | 0.0% | -11.6% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 99,113 | $1.18M | 0.0% | +6.3% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 26,597 | $317K | 0.0% | +8.5% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 24,113 | $288K | 0.0% | +14.3% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 158,755 | $1.89M | 0.0% | -4.4% | 0.000% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 706,432 | $8.43M | 6.2% | +10.0% | 0.000% | |
10/28/2024 | US Bancorp DE | 3,500 | $42K | 0.0% | N/A | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 24,180 | $288K | 0.0% | +10.5% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,276 | $182K | 0.0% | +34.9% | 0.000% | |
10/24/2024 | PFG Investments LLC | 23,479 | $280K | 0.0% | +20.8% | 0.000% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 234,774 | $2.80M | 0.7% | -49.7% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 263,415 | $31.43M | 0.0% | +1,115.4% | 0.000% | |
10/18/2024 | Cadent Capital Advisors LLC | 231,858 | $2.77M | 0.9% | N/A | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 10,003 | $119K | 0.1% | N/A | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,861 | $142K | 0.0% | N/A | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 220,918 | $2.64M | 0.3% | +17.5% | 0.000% | |
10/5/2024 | Mirador Capital Partners LP | 78,081 | $932K | 0.2% | -4.5% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 11,296 | $128K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 49,770 | $555K | 0.0% | -2.7% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 111,072 | $1.24M | 0.0% | +22.5% | 0.000% | |
8/14/2024 | Insigneo Advisory Services LLC | 11,263 | $125K | 0.0% | N/A | 0.000% | |
8/13/2024 | AE Wealth Management LLC | 20,540 | $229K | 0.0% | -91.7% | 0.000% | |
8/9/2024 | ICA Group Wealth Management LLC | 114,579 | $1.28M | 0.8% | -3.6% | 0.000% | |
8/8/2024 | Sykon Capital LLC | 17,000 | $190K | 0.1% | N/A | 0.000% | |
8/2/2024 | Larson Financial Group LLC | 3,000 | $33K | 0.0% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 25,947 | $290K | 0.0% | N/A | 0.000% | |
8/1/2024 | Verus Capital Partners LLC | 15,893 | $177K | 0.0% | +22.5% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 161,865 | $1.81M | 0.0% | +1.7% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 21,091 | $235K | 0.0% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 21,673 | $242K | 0.0% | -30.8% | 0.000% | |
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7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,290 | $1.10M | 0.0% | +23.7% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 18,590 | $207K | 0.0% | +24.9% | 0.000% | |
7/25/2024 | TNF LLC | 16,121 | $182K | 0.1% | -20.6% | 0.000% | |
7/23/2024 | Burns J W & Co. Inc. NY | 188,018 | $2.10M | 0.3% | +28.1% | 0.000% | |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 642,083 | $7.17M | 5.9% | +3.0% | 0.000% | |
7/17/2024 | Midwest Financial Group LLC | 10,500 | $117K | 0.1% | N/A | 0.000% | |
7/13/2024 | Mirador Capital Partners LP | 81,778 | $913K | 0.2% | -7.1% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 14,001 | $165K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 366,276 | $4.33M | 0.1% | -27.1% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 16,375 | $193K | 0.0% | +39.4% | 0.000% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 623,405 | $7.36M | 6.1% | +3.5% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 171,848 | $2.03M | 0.0% | -6.3% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 159,114 | $1.88M | 0.0% | -16.3% | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 16,374 | $193K | 0.1% | +13.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 20,216 | $239K | 0.0% | N/A | 0.000% | |
4/18/2024 | Mirador Capital Partners LP | 88,046 | $1.04M | 0.2% | -7.5% | 0.000% | |
4/18/2024 | SteelPeak Wealth LLC | 10,000 | $118K | 0.0% | N/A | 0.000% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 233,815 | $2.76M | 0.8% | -0.7% | 0.000% | |
4/17/2024 | Burns J W & Co. Inc. NY | 146,808 | $1.73M | 0.2% | +39.7% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 31,333 | $363K | 0.0% | -18.4% | 0.000% | |
4/11/2024 | Cadent Capital Advisors LLC | 50,150 | $592K | 0.2% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 9,816 | $113K | 0.0% | -75.3% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 124,382 | $1.43M | 0.3% | +10.4% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 2,382 | $27K | 0.0% | N/A | 0.000% | |
2/14/2024 | Connectus Wealth LLC | 31,960 | $367K | 0.0% | +5.4% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 13,465 | $154K | 0.0% | +17.4% | 0.000% | |
2/8/2024 | Clarity Capital Advisors LLC | 12,581 | $144K | 0.1% | N/A | 0.000% | |
2/8/2024 | Meridian Wealth Management LLC | 22,880 | $262K | 0.0% | +4.0% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 17,264 | $198K | 0.0% | -27.6% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 183,337 | $2.10M | 0.0% | -2.0% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,649 | $145K | 0.0% | +11.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 4,406 | $51K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 90,069 | $1.03M | 0.0% | +8.0% | 0.000% | |
2/6/2024 | Spire Wealth Management | 20,172 | $232K | 0.0% | -11.1% | 0.000% | |
2/6/2024 | Sheets Smith Wealth Management | 24,345 | $279K | 0.0% | -3.6% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 107,913 | $1.24M | 0.0% | +18.0% | 0.000% | |
2/5/2024 | Greatmark Investment Partners Inc. | 280,287 | $3.22M | 0.5% | -2.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 11,853 | $136K | 0.0% | N/A | 0.000% | |
1/31/2024 | Zhang Financial LLC | 11,845 | $136K | 0.0% | N/A | 0.000% | |
1/30/2024 | TNF LLC | 20,182 | $235K | 0.1% | -38.5% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,040 | $35K | 0.0% | -76.7% | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 44,516 | $511K | 0.0% | -8.6% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 440,402 | $50.51M | 0.0% | +1,048.1% | 0.000% | |
1/24/2024 | Tempus Wealth Planning LLC | 30,565 | $351K | 0.2% | N/A | 0.000% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 235,483 | $2.70M | 0.8% | -1.7% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 68,078 | $781K | 0.0% | -8.3% | 0.000% | |
1/19/2024 | Mirador Capital Partners LP | 95,192 | $1.09M | 0.2% | -9.7% | 0.000% | |
1/19/2024 | Realta Investment Advisors | 14,327 | $164K | 0.0% | -10.6% | 0.000% | |
1/18/2024 | Burns J W & Co. Inc. NY | 105,065 | $1.21M | 0.2% | +3.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 107,376 | $1.23M | 0.0% | +1.1% | 0.000% | |
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1/16/2024 | Raymond James & Associates | 160,072 | $1.84M | 0.0% | -4.2% | 0.000% | |
1/16/2024 | MKT Advisors LLC | 43,525 | $487K | 0.3% | -9.4% | 0.000% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 4,364 | $50K | 0.0% | +93.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,336 | $182K | 0.0% | -27.4% | 0.000% | |
11/30/2023 | ARQ Wealth Advisors LLC | 84,679 | $945K | 0.7% | -1.7% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 16,487 | $184K | 0.0% | N/A | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 27,733 | $310K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 685,335 | $7.65M | 0.2% | +12.5% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 98,365 | $1.10M | 0.6% | -5.8% | 0.000% | |
11/13/2023 | Mariner LLC | 235,958 | $2.63M | 0.0% | -14.3% | 0.000% | |