3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,397 | $561K | 0.0% | N/A | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 11,629 | $170K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 5,400 | $79K | 0.0% | -19.4% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 47,232 | $690K | 0.0% | -16.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 228,738 | $3.34M | 0.0% | -1.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 490,059 | $7.15M | 0.0% | +4.7% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 24,542 | $358K | 0.0% | N/A | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 34,570 | $505K | 0.2% | -22.9% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 58,242 | $850K | 0.0% | +9.1% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 85,017 | $1.24M | 0.0% | +4.2% | 0.000% | |
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2/13/2025 | Guggenheim Capital LLC | 85,720 | $1.25M | 0.0% | +249.2% | 0.000% | |
2/13/2025 | Mariner LLC | 81,300 | $1.19M | 0.0% | -1.5% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 39,798 | $581K | 0.0% | +3.5% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 280,789 | $4.10M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 19,290 | $282K | 0.0% | -6.9% | 0.000% | |
2/13/2025 | Invesco Ltd. | 364,168 | $5.32M | 0.0% | -1.5% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 197,116 | $2.88M | 0.0% | -7.5% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 10,792 | $158K | 0.0% | -25.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 90,680 | $1.32M | 0.0% | +19.7% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 56,860 | $830K | 0.1% | -50.1% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 10,331 | $151K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 582,721 | $8.51M | 0.0% | +15.3% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 24,508 | $358K | 0.0% | N/A | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 152,795 | $2.23M | 0.0% | +14.7% | 0.000% | |
2/10/2025 | GWN Securities Inc. | 22,620 | $332K | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 33,348 | $487K | 0.0% | +2.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 12,804 | $187K | 0.0% | -19.3% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 280,789 | $4.10M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 68,814 | $1.01M | 0.0% | +11.7% | 0.000% | |
2/5/2025 | US Bancorp DE | 1,820 | $27K | 0.0% | -41.8% | 0.000% | |
2/4/2025 | GraniteShares Advisors LLC | 168,754 | $2.46M | 1.6% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 58,914 | $860K | 0.0% | -38.4% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 12,190 | $178K | 0.0% | +13.8% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 68,484 | $1M | 0.0% | -17.5% | 0.000% | |
1/31/2025 | Semus Wealth Partners LLC | 33,221 | $485K | 0.3% | -23.1% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 100,338 | $1.47M | 0.0% | +6.2% | 0.000% | |
1/30/2025 | Principal Securities Inc. | 9,071 | $132K | 0.0% | -42.0% | 0.000% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 13,500 | $197K | 0.0% | N/A | 0.000% | |
1/27/2025 | Elm3 Financial Group LLC | 23,201 | $339K | 0.3% | N/A | 0.000% | |
1/24/2025 | E&G Advisors LP | 80,400 | $1.17M | 0.3% | -1.6% | 0.000% | |
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1/24/2025 | U.S. Capital Wealth Advisors LLC | 105,440 | $1.54M | 0.0% | N/A | 0.000% | |
1/24/2025 | Spire Wealth Management | 10,000 | $146K | 0.0% | N/A | 0.000% | |
1/24/2025 | DAVENPORT & Co LLC | 35,298 | $515K | 0.0% | -4.5% | 0.000% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 563,880 | $8.23M | 0.6% | +28.8% | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,835 | $27K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 58,673 | $857K | 0.0% | +1.7% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 15,867 | $241K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 38,469 | $585K | 0.0% | -4.4% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 113,928 | $1.73M | 0.2% | +91.5% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 43,205 | $657K | 0.5% | -14.9% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 133,182 | $2.02M | 0.0% | +17.7% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 95,566 | $1.45M | 0.0% | +76.2% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 44,841 | $682K | 0.3% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 57,678 | $877K | 0.0% | +6.1% | 0.000% | |
10/28/2024 | US Bancorp DE | 3,127 | $48K | 0.0% | -24.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 10,868 | $1.65M | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 83,047 | $1.26M | 0.0% | -8.5% | 0.000% | |
10/19/2024 | Midwest Heritage Bank FSB | 15,230 | $231K | 0.1% | -14.7% | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 437,880 | $6.66M | 0.5% | +21.6% | 0.000% | |
10/18/2024 | Raymond James & Associates | 196,029 | $2.98M | 0.0% | +14.2% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 72,704 | $1.06M | 0.0% | +4.5% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 17,700 | $258K | 0.3% | -77.7% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 113,182 | $1.65M | 0.0% | -5.0% | 0.000% | |
8/12/2024 | SMH Capital Advisors Inc. | 13,419 | $196K | 0.6% | -8.4% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 205,703 | $3.00M | 0.0% | +45.0% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 14,420 | $210K | 0.0% | -5.9% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 90,760 | $1.32M | 0.0% | +11.5% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 54,242 | $791K | 0.0% | N/A | 0.000% | |
8/1/2024 | Verus Capital Partners LLC | 15,000 | $219K | 0.0% | N/A | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 50,776 | $740K | 0.6% | -11.9% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 120,937 | $1.76M | 0.0% | +10.6% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 78,203 | $1.14M | 0.0% | +11.4% | 0.000% | |
7/19/2024 | Raymond James & Associates | 171,582 | $2.50M | 0.0% | -4.0% | 0.000% | |
7/19/2024 | E&G Advisors LP | 82,365 | $1.20M | 0.4% | -0.8% | 0.000% | |
7/17/2024 | Midwest Heritage Bank FSB | 17,851 | $260K | 0.1% | -6.8% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 57,638 | $915K | 0.8% | -7.2% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,329 | $164K | 0.0% | N/A | 0.000% | |
5/7/2024 | Primoris Wealth Advisors LLC | 20,750 | $330K | 0.3% | -6.7% | 0.000% | |
5/6/2024 | ORG Partners LLC | 3,260 | $51K | 0.1% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 54,153 | $860K | 0.0% | +2.1% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 161,378 | $2.56M | 0.1% | N/A | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 109,332 | $1.74M | 0.0% | +6.7% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 11,708 | $176K | 0.0% | N/A | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 15,697 | $235K | 0.0% | -9.1% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 79,343 | $1.19M | 0.0% | -2.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 51,780 | $777K | 0.0% | +447.2% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 102,467 | $1.54M | 0.0% | -0.9% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 219,801 | $3.42M | 0.1% | +12.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,033 | $795K | 0.0% | -2.5% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 6,205 | $93K | 0.0% | N/A | 0.000% | |
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2/6/2024 | Private Advisor Group LLC | 81,132 | $1.22M | 0.0% | +9.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,955 | $179K | 0.0% | -9.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 49,007 | $735K | 0.0% | +75.2% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 12,604 | $189K | 0.0% | -24.1% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 11,583 | $174K | 0.0% | -15.4% | 0.000% | |
1/25/2024 | E&G Advisors LP | 83,665 | $1.26M | 0.4% | -6.5% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/23/2024 | Midwest Heritage Bank FSB | 19,162 | $287K | 0.2% | -5.1% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 39,724 | $596K | 0.0% | -7.8% | 0.000% | |