10/31/2024 | Shaker Financial Services LLC | 63,190 | $866K | 0.3% | -3.8% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 20,316 | $278K | 0.1% | N/A | 0.000% | |
10/30/2024 | Arlington Capital Management Inc. | 63,500 | $870K | 0.7% | +16.4% | 0.000% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 10,000 | $137K | 0.0% | N/A | 0.000% | |
10/24/2024 | PFG Investments LLC | 39,195 | $537K | 0.0% | -3.1% | 0.000% | |
10/23/2024 | Grimes & Company Inc. | 28,076 | $385K | 0.0% | N/A | 0.000% | |
|
10/22/2024 | International Assets Investment Management LLC | 108,367 | $14.85M | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 64,873 | $889K | 0.0% | +9.9% | 0.000% | |
10/18/2024 | E&G Advisors LP | 50,508 | $692K | 0.2% | +1.9% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 13,305 | $182K | 0.0% | +9.6% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 17,552 | $240K | 0.0% | +10.2% | 0.000% | |
10/3/2024 | Sterneck Capital Management LLC | 31,963 | $438K | 0.2% | -51.5% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 10,520 | $134K | 0.0% | -81.3% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 831,448 | $10.61M | 0.0% | -14.8% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 38,989 | $498K | 0.0% | -23.3% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 160,088 | $2.04M | 0.5% | N/A | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 140,465 | $1.79M | 0.2% | -55.4% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 253,718 | $3.24M | 0.0% | +450.8% | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 55,415 | $707K | 0.3% | +11.3% | 0.000% | |
8/7/2024 | Choreo LLC | 54,226 | $691K | 0.0% | +65.4% | 0.000% | |
8/7/2024 | PFG Investments LLC | 40,429 | $516K | 0.0% | -4.5% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 59,033 | $753K | 0.0% | +280.0% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 11,428 | $146K | 0.0% | +104.3% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 65,654 | $838K | 0.3% | +28.1% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 84,790 | $1.08M | 0.0% | +11.9% | 0.000% | |
7/31/2024 | Aptus Capital Advisors LLC | 31,780 | $406K | 0.0% | -19.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 177,014 | $2.26M | 0.0% | -0.5% | 0.000% | |
7/30/2024 | WESPAC Advisors LLC | 10,704 | $137K | 0.1% | -16.8% | 0.000% | |
7/29/2024 | Hara Capital LLC | 289,475 | $3.69M | 2.4% | -2.1% | 0.000% | |
7/29/2024 | TrueMark Investments LLC | 82,082 | $1.05M | 0.4% | N/A | 0.000% | |
7/27/2024 | Sterneck Capital Management LLC | 65,888 | $841K | 0.5% | +25.4% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 15,923 | $203K | 0.0% | +26.0% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 26,875 | $343K | 0.0% | +46.4% | 0.000% | |
7/23/2024 | Griffin Asset Management Inc. | 20,740 | $265K | 0.0% | -12.4% | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 31,552 | $403K | 0.3% | -2.8% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 92,461 | $1.18M | 0.0% | -11.3% | 0.000% | |
7/19/2024 | Raymond James & Associates | 143,428 | $1.83M | 0.0% | +17.2% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 35,052 | $447K | 0.0% | -2.2% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 60,505 | $782K | 0.0% | +5.3% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 975,724 | $12.61M | 0.0% | N/A | 0.000% | |
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5/22/2024 | Second Line Capital LLC | 16,800 | $217K | 0.1% | +7.7% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 50,829 | $623K | 0.0% | -14.2% | 0.000% | |
5/16/2024 | BROOKFIELD Corp ON | 100,582 | $1.30M | 0.0% | -30.1% | 0.000% | |
5/16/2024 | Ashford Capital Management Inc. | 10,400 | $134K | 0.0% | -34.1% | 0.000% | |
5/15/2024 | Alpine Global Management LLC | 170,000 | $2.20M | 0.6% | +13.3% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 27,386 | $354K | 0.0% | N/A | 0.000% | |
5/11/2024 | Capital Wealth Alliance LLC | 12,091 | $156K | 0.1% | N/A | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 314,745 | $4.07M | 0.3% | -32.6% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 49,787 | $643K | 0.2% | +38.3% | 0.000% | |
5/7/2024 | Significant Wealth Partners LLC | 189,313 | $2.45M | 1.6% | +304.8% | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,728 | $203K | 0.0% | -5.7% | 0.000% | |
5/2/2024 | Choreo LLC | 32,793 | $424K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,007 | $233K | 0.0% | -21.3% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 177,989 | $2.30M | 0.0% | -2.3% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 80,133 | $1.04M | 0.0% | +2.2% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 5,593 | $72K | 0.0% | N/A | 0.000% | |
4/24/2024 | Arlington Capital Management Inc. | 56,204 | $726K | 0.6% | -3.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 104,821 | $1.35M | 0.0% | -1.5% | 0.000% | |
4/22/2024 | PFG Investments LLC | 42,356 | $547K | 0.0% | N/A | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 11,873 | $153K | 0.0% | N/A | 0.000% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 2,380 | $31K | 0.0% | -51.2% | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 3,700 | $48K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,375 | $171K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 59,212 | $759K | 0.0% | +16.5% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 102,157 | $1.31M | 0.1% | -53.8% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 25,688 | $329K | 0.0% | -17.4% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 1,098,361 | $14.07M | 0.1% | -1.1% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 35,996 | $461K | 0.2% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 54,631 | $700K | 0.5% | N/A | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,613 | $200K | 0.0% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 72,656 | $931K | 0.0% | +20.6% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 466,969 | $5.98M | 0.5% | +31.3% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 46,602 | $600K | 0.2% | +20.7% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 15,000 | $192K | 0.0% | -21.8% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 16,675 | $214K | 0.0% | +24.7% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 60,142 | $770K | 0.3% | N/A | 0.000% | |
2/7/2024 | Arlington Capital Management Inc. | 58,473 | $749K | 0.7% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 10,230 | $131K | 0.0% | -84.2% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 24,201 | $310K | 0.0% | +14.7% | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 37,652 | $482K | 0.0% | +35.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 78,737 | $1.01M | 0.0% | +3.3% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 74,518 | $955K | 0.0% | +5.7% | 0.000% | |
2/1/2024 | Significant Wealth Partners LLC | 46,766 | $599K | 0.4% | N/A | 0.000% | |
2/1/2024 | Sigma Planning Corp | 21,561 | $276K | 0.0% | -51.5% | 0.000% | |
1/30/2024 | SVB Wealth LLC | 10,000 | $128K | 0.0% | N/A | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 10,840 | $139K | 0.3% | N/A | 0.000% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 25,569 | $328K | 0.1% | N/A | 0.000% | |
1/26/2024 | WESPAC Advisors LLC | 13,064 | $167K | 0.1% | -24.4% | 0.000% | |
1/25/2024 | E&G Advisors LP | 50,338 | $645K | 0.2% | -3.2% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 101,327 | $12.98M | 0.0% | N/A | 0.000% | |
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1/24/2024 | Stratos Wealth Partners LTD. | 24,149 | $309K | 0.0% | +7.8% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 101,327 | $12.98M | 0.0% | N/A | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 10,061 | $129K | 0.0% | -70.1% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 15,287 | $196K | 0.2% | N/A | 0.000% | |
1/19/2024 | Griffin Asset Management Inc. | 23,956 | $307K | 0.0% | -35.2% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 106,388 | $1.36M | 0.0% | -6.9% | 0.000% | |
1/16/2024 | Raymond James & Associates | 125,172 | $1.60M | 0.0% | -10.5% | 0.000% | |
1/16/2024 | Sterneck Capital Management LLC | 45,606 | $584K | 0.4% | +44.2% | 0.000% | |
1/12/2024 | Mutual Advisors LLC | 13,732 | $176K | 0.0% | N/A | 0.000% | |
1/12/2024 | Advisor Resource Council | 48,726 | $624K | 0.1% | N/A | 0.000% | |