4/23/2025 | Golden State Wealth Management LLC | 8,037 | $126K | 0.0% | +101.9% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 138,565 | $2.17M | 0.1% | -5.3% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 68,326 | $1.07M | 0.2% | -3.5% | 0.000% | |
4/21/2025 | United Advisor Group LLC | 24,141 | $377K | 0.1% | -3.0% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 263,788 | $4.12M | 0.0% | +35.0% | 0.000% | |
4/14/2025 | ARS Wealth Advisors Group LLC | 16,400 | $256K | 0.0% | -11.8% | 0.000% | |
4/11/2025 | Principia Wealth Advisory LLC | 3,981 | $62K | 0.1% | +41.1% | 0.000% | |
4/11/2025 | Intellectus Partners LLC | 256,974 | $4.02M | 1.0% | +2.1% | 0.000% | |
4/10/2025 | Matrix Trust Co | 47,092 | $736K | 0.1% | +35.9% | 0.000% | |
4/10/2025 | EWG Elevate Inc. | 10,300 | $161K | 0.1% | N/A | 0.000% | |
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2/18/2025 | Mpwm Advisory Solutions LLC | 2,000 | $31K | 0.0% | N/A | 0.000% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 87,336 | $1.37M | 0.1% | +0.8% | 0.000% | |
2/17/2025 | Morse Asset Management Inc | 1,882 | $29K | 0.0% | +150.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 176,095 | $2.73M | 0.0% | +6.2% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 233,205 | $3.62M | 0.0% | -13.0% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 14,600 | $226K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 148,497 | $2.30M | 0.0% | +38.8% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 110,583 | $1.71M | 0.7% | -19.0% | 0.000% | |
2/14/2025 | TD Waterhouse Canada Inc. | 17,523 | $270K | 0.0% | -69.1% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 26,740 | $414K | 0.0% | -5.3% | 0.000% | |
2/13/2025 | Evergreen Capital Management LLC | 448,057 | $6.95M | 0.2% | +3.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 161,052 | $2.50M | 0.0% | +56.9% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 136,960 | $2.12M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 146,240 | $2.27M | 0.0% | +17.7% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 28,118 | $436K | 0.0% | -3.2% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 2,941,083 | $45.59M | 1.0% | +6.9% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 221,272 | $3.43M | 0.0% | -3.0% | 0.000% | |
2/12/2025 | Huntington National Bank | 2,035 | $32K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 142,500 | $2.21M | 0.0% | +7.0% | 0.000% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 28,598 | $443K | 0.0% | -58.4% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 14,467 | $224K | 0.0% | N/A | 0.000% | |
2/7/2025 | Intellectus Partners LLC | 251,698 | $3.90M | 0.9% | +6.7% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 82,742 | $1.28M | 0.2% | +8.2% | 0.000% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 17,500 | $271K | 0.0% | +12.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 136,960 | $2.12M | 0.0% | N/A | 0.000% | |
2/5/2025 | Apriem Advisors | 20,110 | $312K | 0.0% | -13.0% | 0.000% | |
2/4/2025 | World Equity Group Inc. | 11,250 | $174K | 0.0% | N/A | 0.000% | |
1/28/2025 | Golden State Wealth Management LLC | 3,981 | $62K | 0.0% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 70,787 | $1.10M | 0.2% | +6.8% | 0.000% | |
1/27/2025 | Stratos Wealth Advisors LLC | 18,859 | $292K | 0.0% | N/A | 0.000% | |
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1/24/2025 | Calamos Advisors LLC | 23,911 | $371K | 0.0% | N/A | 0.000% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 47,814 | $741K | 0.0% | +3.6% | 0.000% | |
1/23/2025 | Twelve Points Wealth Management LLC | 378,659 | $5.87M | 1.7% | +29.4% | 0.000% | |
1/21/2025 | Fifth Third Bancorp | 1,800 | $28K | 0.0% | -27.6% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 195,409 | $3.03M | 0.0% | +3.5% | 0.000% | |
1/17/2025 | Transform Wealth LLC | 10,800 | $167K | 0.0% | N/A | 0.000% | |
1/14/2025 | ARS Wealth Advisors Group LLC | 18,600 | $288K | 0.0% | -3.6% | 0.000% | |
1/14/2025 | Ignite Planners LLC | 83,309 | $1.29M | 0.3% | +1.6% | 0.000% | |
1/13/2025 | Matrix Trust Co | 34,656 | $537K | 0.1% | +705.6% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 146,287 | $2.27M | 0.1% | -93.6% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 106,968 | $1.69M | 0.0% | -2.5% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 25,338 | $401K | 0.0% | +22.1% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 68,781 | $1.09M | 0.0% | -1.6% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 76,483 | $1.21M | 0.2% | -1.2% | 0.000% | |
11/6/2024 | Intellectus Partners LLC | 235,971 | $3.73M | 1.0% | +29.6% | 0.000% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 15,554 | $246K | 0.0% | +18.7% | 0.000% | |
11/5/2024 | Verus Capital Partners LLC | 32,373 | $512K | 0.0% | -9.7% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 136,515 | $2.16M | 0.8% | -5.3% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 24,857 | $393K | 0.1% | -5.7% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 188,804 | $2.99M | 0.0% | +0.7% | 0.000% | |
10/24/2024 | Kavar Capital Partners Group LLC | 11,440 | $181K | 0.0% | N/A | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 66,295 | $1.05M | 0.2% | +18.1% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 2,298,915 | $36.37M | 0.0% | +1,518.2% | 0.000% | |
10/16/2024 | Twelve Points Wealth Management LLC | 292,701 | $4.63M | 1.5% | +14.9% | 0.000% | |
10/9/2024 | Matrix Trust Co | 4,302 | $68K | 0.0% | N/A | 0.000% | |
10/8/2024 | Ignite Planners LLC | 82,002 | $1.30M | 0.3% | +1.5% | 0.000% | |
8/21/2024 | Truist Financial Corp | 11,626 | $179K | 0.0% | +5.9% | 0.000% | |
8/14/2024 | Evergreen Capital Management LLC | 427,304 | $6.56M | 0.2% | +26.4% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 9,327 | $145K | 0.0% | N/A | 0.000% | |
8/13/2024 | Herr Investment Group LLC | 283,066 | $4.35M | 0.3% | -30.0% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 29,024 | $446K | 0.0% | +5.7% | 0.000% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 13,107 | $201K | 0.0% | -11.9% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 144,101 | $2.21M | 0.9% | N/A | 0.000% | |
8/1/2024 | Verus Capital Partners LLC | 35,852 | $551K | 0.1% | +5.3% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 56,113 | $862K | 0.2% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 142,064 | $2.18M | 0.1% | +38.4% | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 40,017 | $615K | 0.4% | -4.2% | 0.000% | |
7/12/2024 | Ignite Planners LLC | 80,753 | $1.26M | 0.3% | -1.1% | 0.000% | |
7/12/2024 | Twelve Points Wealth Management LLC | 254,715 | $3.91M | 1.4% | +16.3% | 0.000% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 42,294 | $650K | 0.0% | +1.7% | 0.000% | |
5/17/2024 | Comerica Bank | 28,463 | $439K | 0.0% | +15.0% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,823 | $187K | 0.0% | N/A | 0.000% | |
5/14/2024 | Herr Investment Group LLC | 404,284 | $6.23M | 1.6% | +0.3% | 0.000% | |
5/8/2024 | Addison Capital Co | 11,900 | $183K | 0.1% | -5.9% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 12,516 | $193K | 0.0% | -24.2% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 163,818 | $2.53M | 0.0% | +1,507.2% | 0.000% | |
4/30/2024 | SkyOak Wealth LLC | 10,088 | $156K | 0.0% | N/A | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 102,631 | $1.58M | 0.0% | +55.5% | 0.000% | |
2/13/2024 | ArchPoint Investors | 103,474 | $1.59M | 0.7% | -10.8% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 161,661 | $2.48M | 1.8% | N/A | 0.000% | |
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2/9/2024 | Brogan Financial Inc. | 13,835 | $212K | 0.2% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 541,624 | $8.31M | 0.0% | +346.3% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,627 | $178K | 0.0% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 75,442 | $1.16M | 0.2% | -49.0% | 0.000% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 15,000 | $230K | 0.0% | N/A | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 34,324 | $527K | 0.0% | +2.3% | 0.000% | |
2/5/2024 | Intellectus Partners LLC | 162,706 | $2.50M | 0.7% | +21.8% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 66,019 | $1.01M | 0.0% | -6.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 1,013,392 | $15.56M | 0.0% | +1,342.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 105,686 | $1.62M | 0.0% | -4.6% | 0.000% | |