11/25/2024 | Wilmington Savings Fund Society FSB | 1,992 | $28K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 27,992 | $392K | 0.0% | +20.0% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 12,626 | $179K | 0.0% | -31.5% | 0.000% | |
11/15/2024 | Insigneo Advisory Services LLC | 248,500 | $3.53M | 0.4% | -0.4% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 22,075 | $313K | 0.0% | +17.0% | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 13,109 | $186K | 0.0% | -6.0% | 0.000% | |
|
11/8/2024 | Prospera Financial Services Inc | 117,860 | $1.67M | 0.0% | +6.8% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 16,822 | $239K | 0.2% | -30.7% | 0.000% | |
11/6/2024 | GHE LLC | 456,055 | $6.47M | 2.7% | +48.4% | 0.000% | |
11/4/2024 | Baker Avenue Asset Management LP | 21,102 | $299K | 0.0% | N/A | 0.000% | |
11/4/2024 | Sigma Planning Corp | 27,662 | $393K | 0.0% | +4.4% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 92,300 | $1.31M | 0.1% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 82,813 | $1.18M | 0.0% | +18.1% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 6,212 | $88K | 0.0% | +715.2% | 0.000% | |
10/28/2024 | Principal Securities Inc. | 900,769 | $12.78M | 0.3% | +9.6% | 0.000% | |
10/28/2024 | HM Payson & Co. | 3,679 | $52K | 0.0% | N/A | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 132,232 | $1.88M | 0.4% | +2.0% | 0.000% | |
10/23/2024 | Allworth Financial LP | 27,601 | $392K | 0.0% | -9.3% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 1,205,673 | $17.11M | 0.0% | +1,356.2% | 0.000% | |
10/22/2024 | Elevated Capital Advisors LLC | 394,614 | $5.60M | 1.5% | -0.6% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 57,697 | $819K | 0.0% | +10.0% | 0.000% | |
10/11/2024 | Creative Planning | 10,043 | $143K | 0.0% | N/A | 0.000% | |
10/9/2024 | LongView Wealth Management | 47,797 | $678K | 0.2% | +9.8% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 23,326 | $295K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 279,474 | $3.69M | 0.0% | +2.0% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 393,996 | $5.21M | 0.0% | +32.0% | 0.000% | |
8/14/2024 | Insigneo Advisory Services LLC | 249,620 | $3.27M | 0.3% | N/A | 0.000% | |
8/7/2024 | PFG Investments LLC | 24,171 | $319K | 0.0% | +5.7% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 52,466 | $693K | 0.0% | +255.6% | 0.000% | |
8/5/2024 | Denver PWM LLC | 5,838 | $77K | 0.0% | N/A | 0.000% | |
8/1/2024 | Elevated Capital Advisors LLC | 396,818 | $5.24M | 1.5% | +1.7% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 129,687 | $1.71M | 0.4% | N/A | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 24,258 | $320K | 0.2% | -14.6% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 210,138 | $2.78M | 0.0% | +10.4% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 82,798 | $1.09M | 0.1% | +12.1% | 0.000% | |
7/22/2024 | LongView Wealth Management | 43,534 | $575K | 0.2% | +48.1% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 150,447 | $2.10M | 0.0% | -7.9% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 273,987 | $3.83M | 0.0% | +414.8% | 0.000% | |
5/15/2024 | Linscomb Wealth Inc. | 10,072 | $141K | 0.0% | N/A | 0.000% | |
5/14/2024 | Axxcess Wealth Management LLC | 542,326 | $7.58M | 0.2% | +10.9% | 0.000% | |
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5/8/2024 | Semus Wealth Partners LLC | 28,408 | $397K | 0.3% | -12.6% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 66,262 | $926K | 0.0% | +4.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 190,348 | $2.66M | 0.0% | +9.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 22,868 | $319K | 0.0% | N/A | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 68,723 | $960K | 0.1% | +5.6% | 0.000% | |
4/16/2024 | LongView Wealth Management | 29,402 | $411K | 0.2% | +19.2% | 0.000% | |
4/15/2024 | Elevated Capital Advisors LLC | 390,062 | $5.45M | 1.6% | +7.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 16,416 | $204K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,784 | $109K | 0.0% | +12.8% | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 61,133 | $766K | 0.0% | N/A | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 17,861 | $222K | 0.0% | +18.9% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 63,673 | $790K | 0.0% | -80.3% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 6,850 | $85K | 0.0% | -13.7% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 679,309 | $8.43M | 0.3% | N/A | 0.000% | |
2/7/2024 | Arlington Capital Management Inc. | 48,964 | $608K | 0.6% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 65,055 | $807K | 0.2% | N/A | 0.000% | |
2/6/2024 | Axxcess Wealth Management LLC | 489,179 | $6.07M | 0.2% | +321.0% | 0.000% | |
2/2/2024 | GHE LLC | 255,383 | $3.17M | 1.9% | +19.2% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 73,904 | $917K | 0.0% | N/A | 0.000% | |
1/24/2024 | Allworth Financial LP | 26,495 | $329K | 0.0% | -11.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 917,152 | $11.38M | 0.0% | N/A | 0.000% | |
1/17/2024 | Bridge Advisory LLC | 40,526 | $503K | 0.3% | -93.1% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,473 | $130K | 0.0% | -15.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 18,193 | $226K | 0.0% | +71.7% | 0.000% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 169,160 | $2.10M | 0.2% | +10.6% | 0.000% | |
1/9/2024 | Elevated Capital Advisors LLC | 364,179 | $4.52M | 1.4% | +3.5% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 116,185 | $1.41M | 0.0% | N/A | 0.000% | |
11/13/2023 | LPL Financial LLC | 305,848 | $3.72M | 0.0% | +16.3% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 45,363 | $552K | 0.0% | -5.2% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 323,777 | $3.94M | 0.0% | +10.8% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 42,930 | $527K | 0.0% | -62.9% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 28,399 | $346K | 0.0% | +8.1% | 0.000% | |
11/6/2023 | Sigma Planning Corp | 10,273 | $125K | 0.0% | N/A | 0.000% | |
11/6/2023 | GHE LLC | 214,282 | $2.61M | 1.8% | +0.9% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 7,938 | $96K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 16,630 | $202K | 0.0% | +44.9% | 0.000% | |
11/1/2023 | Nwam LLC | 43,284 | $527K | 0.1% | -9.4% | 0.000% | |
10/31/2023 | Allworth Financial LP | 29,772 | $362K | 0.0% | -9.0% | 0.000% | |
10/26/2023 | CENTRAL TRUST Co | 4,410 | $54K | 0.0% | N/A | 0.000% | |
10/25/2023 | Redmont Wealth Advisors LLC | 24,337 | $296K | 0.5% | -26.7% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 40,453 | $492K | 0.0% | +3.8% | 0.000% | |
10/24/2023 | Raymond James & Associates | 10,593 | $129K | 0.0% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 29,404 | $358K | 0.0% | -10.0% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 168,198 | $2.05M | 0.0% | +1.0% | 0.000% | |
10/20/2023 | Bridge Advisory LLC | 590,143 | $7.18M | 2.5% | +2.8% | 0.000% | |
10/17/2023 | Elevated Capital Advisors LLC | 351,752 | $4.28M | 1.5% | -2.5% | 0.000% | |
8/24/2023 | Arlington Capital Management Inc. | 35,895 | $471K | 0.4% | +11.5% | 0.000% | |
8/18/2023 | Elevated Capital Advisors LLC | 360,809 | $4.73M | 1.6% | -27.2% | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 47,845 | $627K | 0.0% | +17.8% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 348,102 | $4.56M | 0.0% | +35.3% | 0.000% | |
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8/11/2023 | Penserra Capital Management LLC | 193,341 | $2.53M | 0.1% | +6.6% | 0.000% | |
8/10/2023 | Nwam LLC | 47,795 | $627K | 0.1% | N/A | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 77,490 | $1.02M | 0.0% | +6.1% | 0.000% | |
8/8/2023 | BOK Financial Private Wealth Inc. | 3,412 | $45K | 0.0% | -48.3% | 0.000% | |
8/8/2023 | Prospera Financial Services Inc | 68,323 | $896K | 0.0% | +7.5% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 115,824 | $1.53M | 0.0% | +6.7% | 0.000% | |
8/3/2023 | PFG Investments LLC | 40,913 | $536K | 0.1% | +14.0% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 26,272 | $344K | 0.0% | +21.9% | 0.000% | |
8/1/2023 | Truist Financial Corp | 27,627 | $362K | 0.0% | -5.9% | 0.000% | |
7/31/2023 | LPL Financial LLC | 263,076 | $3.45M | 0.0% | +1.7% | 0.000% | |