4/24/2025 | Primoris Wealth Advisors LLC | 16,064 | $136K | 0.1% | -25.1% | 0.000% | |
4/23/2025 | Global Assets Advisory LLC | 30,442 | $256K | 0.0% | +57.3% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,142 | $111K | 0.0% | N/A | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 14,380 | $122K | 0.0% | -9.2% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 198,106 | $1.68M | 0.0% | +1.0% | 0.000% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 11,100 | $94K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 70,663 | $598K | 0.0% | -85.0% | 0.000% | |
4/17/2025 | David J Yvars Group | 27,864 | $236K | 0.2% | +75.6% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 23,814 | $201K | 0.0% | +118,970.0% | 0.000% | |
2/18/2025 | First Heartland Consultants Inc. | 102,872 | $958K | 0.1% | +9.2% | 0.000% | |
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2/17/2025 | Waverly Advisors LLC | 11,710 | $109K | 0.0% | N/A | 0.000% | |
2/17/2025 | Global Assets Advisory LLC | 19,350 | $179K | 0.1% | +34.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 166,175 | $1.55M | 0.0% | +1.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 358,283 | $3.34M | 0.0% | -1.6% | 0.000% | |
2/14/2025 | Two Sigma Securities LLC | 18,796 | $175K | 0.0% | N/A | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 282,970 | $2.63M | 1.0% | +295.2% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 41,145 | $383K | 0.0% | -2.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,308,364 | $12.18M | 0.1% | +30.7% | 0.000% | |
2/13/2025 | Financial Alternatives Inc | 257,631 | $2.40M | 1.7% | -1.1% | 0.000% | |
2/13/2025 | ELCO Management Co. LLC | 47,595 | $443K | 0.2% | +34.3% | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 83,450 | $777K | 0.0% | -23.0% | 0.000% | |
2/13/2025 | Invesco Ltd. | 834,656 | $7.77M | 0.0% | +4.2% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 303,268 | $2.82M | 0.0% | +37.3% | 0.000% | |
2/12/2025 | Ausdal Financial Partners Inc. | 92,622 | $862K | 0.1% | +9.2% | 0.000% | |
2/11/2025 | LPL Financial LLC | 906,273 | $8.44M | 0.0% | +2.4% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 345,428 | $3.22M | 0.1% | -11.2% | 0.000% | |
2/10/2025 | GWN Securities Inc. | 27,960 | $259K | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 52,033 | $484K | 0.0% | -5.0% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 350,675 | $3.27M | 0.1% | -61.1% | 0.000% | |
2/7/2025 | Vista Investment Partners II LLC | 11,347 | $106K | 0.1% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 63,400 | $590K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 1,476,860 | $13.75M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 16,864 | $157K | 0.0% | +26.5% | 0.000% | |
2/5/2025 | Pointe Capital Management LLC | 72,297 | $673K | 0.4% | +5.4% | 0.000% | |
2/4/2025 | WESPAC Advisors LLC | 33,500 | $312K | 0.2% | N/A | 0.000% | |
2/3/2025 | Winebrenner Capital Management LLC | 90,000 | $838K | 0.6% | N/A | 0.000% | |
1/31/2025 | Semus Wealth Partners LLC | 31,995 | $298K | 0.2% | -23.1% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 20,594 | $192K | 0.0% | N/A | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 26,100 | $243K | 0.0% | -7.1% | 0.000% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 11,240 | $105K | 0.0% | -27.7% | 0.000% | |
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1/28/2025 | Strategic Financial Concepts LLC | 242,991 | $2.26M | 0.0% | +764.7% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 471,557 | $4.39M | 0.0% | +7.4% | 0.000% | |
1/16/2025 | FLC Capital Advisors | 11,135 | $104K | 0.0% | N/A | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 13,609 | $126K | 0.0% | -92.1% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 46,946 | $432K | 0.1% | -3.8% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 69,091 | $636K | 0.0% | +28.9% | 0.000% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 46,946 | $432K | 0.1% | -3.8% | 0.000% | |
11/13/2024 | Diversified LLC | 13,569 | $125K | 0.0% | -10.0% | 0.000% | |
11/12/2024 | Centaurus Financial Inc. | 70,268 | $647K | 0.0% | +5.4% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 901,940 | $8.31M | 0.3% | -30.3% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 389,011 | $3.58M | 0.1% | -1.1% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 41,580 | $383K | 0.3% | -21.0% | 0.000% | |
11/6/2024 | Maxwell Wealth Strategies Inc. | 215,946 | $1.97M | 0.8% | -30.5% | 0.000% | |
11/5/2024 | First Heartland Consultants Inc. | 94,197 | $868K | 0.1% | +6.2% | 0.000% | |
11/4/2024 | Sigma Planning Corp | 30,090 | $277K | 0.0% | +4.5% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 71,605 | $659K | 0.2% | -65.9% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 439,254 | $4.05M | 0.0% | -0.8% | 0.000% | |
10/25/2024 | Pathway Financial Advisers LLC | 13,180 | $121K | 0.0% | +841.4% | 0.000% | |
10/24/2024 | Pathway Financial Advisers LLC | 13,180 | $121K | 0.0% | +841.4% | 0.000% | |
10/23/2024 | Global Assets Advisory LLC | 14,350 | $132K | 0.1% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 171,389 | $1.58M | 0.0% | +1,034.4% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 105,156 | $968K | 0.0% | -5.4% | 0.000% | |
10/18/2024 | Raymond James & Associates | 535,865 | $4.94M | 0.0% | +2.7% | 0.000% | |
10/17/2024 | Sax Wealth Advisors LLC | 59,000 | $543K | 0.0% | N/A | 0.000% | |
10/15/2024 | NBC Securities Inc. | 20,812 | $191K | 0.0% | -22.6% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 66,658 | $585K | 0.0% | +18.3% | 0.000% | |
8/15/2024 | ELCO Management Co. LLC | 36,827 | $323K | 0.2% | -3.3% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 1,293,780 | $11.36M | 0.5% | +61.7% | 0.000% | |
8/8/2024 | Financial Alternatives Inc | 272,906 | $2.40M | 1.8% | -7.2% | 0.000% | |
8/6/2024 | Ausdal Financial Partners Inc. | 85,884 | $754K | 0.1% | +3.3% | 0.000% | |
8/6/2024 | Stonebrook Private Inc. | 12,020 | $106K | 0.0% | -64.3% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 111,170 | $976K | 0.0% | +5.8% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 209,915 | $1.84M | 0.7% | -37.5% | 0.000% | |
8/2/2024 | Wealth Effects LLC | 17,322 | $152K | 0.1% | -8.0% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 52,653 | $462K | 0.4% | -14.0% | 0.000% | |
7/29/2024 | Ameritas Advisory Services LLC | 18,506 | $162K | 0.0% | +7.4% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 245,670 | $2.16M | 0.0% | +2.9% | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 88,721 | $779K | 0.1% | -2.7% | 0.000% | |
7/19/2024 | Marshall Financial Group LLC | 12,402 | $109K | 0.0% | -16.8% | 0.000% | |
7/19/2024 | Raymond James & Associates | 521,946 | $4.58M | 0.0% | +1.7% | 0.000% | |
5/31/2024 | Maxwell Wealth Strategies Inc. | 310,425 | $2.64M | 1.3% | +7.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,011 | $131K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 395,518 | $3.30M | 0.1% | +10.9% | 0.000% | |
5/13/2024 | Rockport Wealth LLC | 67,872 | $567K | 0.2% | N/A | 0.000% | |
5/10/2024 | Osaic Holdings Inc. | 1,391,311 | $11.62M | 0.0% | +2.1% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 799,923 | $6.68M | 0.3% | +34.0% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 61,235 | $511K | 0.4% | -2.0% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 33,637 | $281K | 0.1% | -6.4% | 0.000% | |
5/6/2024 | ORG Partners LLC | 5,000 | $42K | 0.1% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 418,346 | $3.49M | 0.0% | -6.6% | 0.000% | |
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5/1/2024 | Retirement Group LLC | 4,020 | $34K | 0.0% | -47.5% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 76,659 | $640K | 0.0% | -6.1% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 238,797 | $1.99M | 0.0% | +3.3% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 795,177 | $6.64M | 0.0% | +26.1% | 0.000% | |
4/22/2024 | Strategic Financial Concepts LLC | 26,000 | $217K | 0.1% | N/A | 0.000% | |
4/19/2024 | Marshall Financial Group LLC | 14,910 | $124K | 0.0% | -27.2% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 112,725 | $941K | 0.0% | +651.5% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 30,053 | $240K | 0.0% | -4.6% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 53,682 | $421K | 0.0% | +2.6% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 15,238 | $119K | 0.0% | N/A | 0.000% | |