11/18/2024 | RB Capital Management LLC | 25,771 | $610K | 0.1% | -2.3% | 0.000% | |
11/15/2024 | EP Wealth Advisors LLC | 10,751 | $254K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 11,442 | $271K | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 16,120 | $380K | 0.0% | +48.5% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 21,406 | $507K | 0.0% | +37.9% | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 9,129 | $216K | 0.0% | N/A | 0.000% | |
|
11/5/2024 | Harbour Investments Inc. | 83,558 | $1.98M | 0.1% | +0.7% | 0.000% | |
11/2/2024 | XML Financial LLC | 20,977 | $497K | 0.0% | +85.6% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 9,966 | $236K | 0.0% | N/A | 0.000% | |
10/24/2024 | Ellis Investment Partners LLC | 1,204,723 | $28.52M | 5.6% | -5.4% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 12,804 | $303K | 0.0% | +10.3% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 87,548 | $2.07M | 0.5% | +2.0% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 29,182 | $691K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 322,930 | $7.64M | 0.0% | +2,232.8% | 0.000% | |
10/22/2024 | TFG Advisers LLC | 12,159 | $288K | 0.1% | -3.4% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 36,789 | $871K | 0.0% | -7.9% | 0.000% | |
10/21/2024 | Venture Visionary Partners LLC | 30,558 | $723K | 0.0% | +4.4% | 0.000% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 59,325 | $1.40M | 0.0% | -27.4% | 0.000% | |
10/16/2024 | Secure Asset Management LLC | 15,051 | $356K | 0.1% | -12.7% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 14,728 | $349K | 0.0% | N/A | 0.000% | |
10/11/2024 | Creative Planning | 10,884 | $258K | 0.0% | N/A | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 66,597 | $1.58M | 0.1% | +5.6% | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 8,822 | $209K | 0.0% | N/A | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 15,746 | $373K | 0.3% | +6.5% | 0.000% | |
10/7/2024 | Lakeridge Wealth Management LLC | 9,770 | $231K | 0.1% | N/A | 0.000% | |
10/7/2024 | WealthBridge Capital Management LLC | 19,650 | $465K | 0.1% | +8.3% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 93,270 | $1.90M | 0.0% | +14.7% | 0.000% | |
8/21/2024 | Truist Financial Corp | 13,868 | $282K | 0.0% | -14.9% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,750 | $61K | 0.0% | N/A | 0.000% | |
8/6/2024 | Ellis Investment Partners LLC | 1,273,570 | $25.94M | 5.5% | +4.8% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 39,940 | $814K | 0.0% | -3.7% | 0.000% | |
8/2/2024 | Magnus Financial Group LLC | 21,159 | $431K | 0.0% | -15.3% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 85,809 | $1.75M | 0.4% | +400.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 144,589 | $2.95M | 0.0% | +4.6% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,570 | $1.01M | 0.0% | -2.1% | 0.000% | |
7/26/2024 | TFG Advisers LLC | 12,590 | $256K | 0.1% | -8.1% | 0.000% | |
7/25/2024 | Atlantic Union Bankshares Corp | 57,034 | $1.16M | 0.1% | -3.6% | 0.000% | |
7/24/2024 | Secure Asset Management LLC | 17,250 | $351K | 0.1% | N/A | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 26,716 | $544K | 0.5% | -4.3% | 0.000% | |
7/23/2024 | XML Financial LLC | 11,305 | $230K | 0.0% | N/A | 0.000% | |
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7/22/2024 | Fifth Third Bancorp | 9,500 | $194K | 0.0% | -13.6% | 0.000% | |
7/22/2024 | Investment Planning Advisors Inc. | 45,546 | $928K | 0.5% | N/A | 0.000% | |
7/19/2024 | Raymond James & Associates | 116,706 | $2.38M | 0.0% | -0.4% | 0.000% | |
7/19/2024 | Hoylecohen LLC | 15,900 | $324K | 0.0% | -5.8% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 11,606 | $236K | 0.0% | -42.1% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 59,229 | $1.21M | 0.0% | -1.3% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 81,312 | $1.71M | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 44,428 | $934K | 0.0% | +42.4% | 0.000% | |
5/14/2024 | RB Capital Management LLC | 28,000 | $589K | 0.2% | -20.9% | 0.000% | |
5/9/2024 | Camelot Portfolios LLC | 31,213 | $656K | 0.6% | -39.4% | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 75,018 | $1.58M | 0.2% | -13.4% | 0.000% | |
5/6/2024 | TFG Advisers LLC | 13,697 | $288K | 0.1% | -14.3% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 41,494 | $873K | 0.0% | +57.6% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 17,130 | $360K | 0.1% | N/A | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 11,350 | $239K | 0.1% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 138,198 | $2.91M | 0.0% | -1.4% | 0.000% | |
4/24/2024 | Round Rock Advisors LLC | 14,365 | $302K | 0.1% | -30.0% | 0.000% | |
4/23/2024 | Wealth Effects LLC | 16,500 | $347K | 0.1% | -13.2% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 259,844 | $5.47M | 0.0% | -1.6% | 0.000% | |
4/22/2024 | PFG Investments LLC | 24,233 | $510K | 0.0% | N/A | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 59,134 | $1.24M | 0.1% | -17.1% | 0.000% | |
4/15/2024 | Ellis Investment Partners LLC | 1,214,841 | $25.55M | 5.6% | -0.1% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 11,376 | $239K | 0.2% | N/A | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 11,637 | $245K | 0.1% | -29.3% | 0.000% | |
3/26/2024 | Fairman Group LLC | 2,221 | $45K | 0.0% | N/A | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 43,430 | $876K | 0.3% | N/A | 0.000% | |
2/13/2024 | TFG Advisers LLC | 15,991 | $322K | 0.1% | -7.9% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,218 | $347K | 0.0% | -13.0% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 4,003 | $81K | 0.0% | +133,333.3% | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 20,375 | $411K | 0.0% | -6.5% | 0.000% | |
2/9/2024 | Johnson Financial Group Inc. | 289,085 | $5.83M | 0.3% | -54.6% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 11,047 | $223K | 0.0% | -5.1% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 427,104 | $8.61M | 0.0% | +8.1% | 0.000% | |
2/8/2024 | Summit X LLC | 29,881 | $602K | 0.2% | -4.3% | 0.000% | |
2/6/2024 | Lincoln National Corp | 17,439 | $352K | 0.0% | +3.7% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 26,332 | $531K | 0.0% | -5.7% | 0.000% | |
2/6/2024 | FourThought Financial Partners LLC | 60,207 | $1.21M | 0.2% | -0.9% | 0.000% | |
2/6/2024 | RB Capital Management LLC | 35,402 | $714K | 0.2% | -14.0% | 0.000% | |
2/5/2024 | Magnus Financial Group LLC | 23,821 | $480K | 0.1% | +20.4% | 0.000% | |
2/2/2024 | Truist Financial Corp | 16,922 | $341K | 0.0% | -9.6% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 18,320 | $369K | 0.0% | -9.7% | 0.000% | |
2/2/2024 | Capital Advisors Ltd. LLC | 1,987 | $40K | 0.0% | -54.7% | 0.000% | |
1/30/2024 | SFI Advisors LLC | 9,951 | $201K | 0.2% | N/A | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 86,614 | $1.75M | 0.3% | +65.1% | 0.000% | |
1/29/2024 | Ellis Investment Partners LLC | 1,216,619 | $24.53M | 5.7% | +14.5% | 0.000% | |
1/29/2024 | Wealth Effects LLC | 19,000 | $383K | 0.1% | -2.6% | 0.000% | |
1/24/2024 | Venture Visionary Partners LLC | 17,088 | $344K | 0.0% | -35.3% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 279,075 | $5.63M | 0.0% | +1,678.5% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 7,969 | $161K | 0.0% | +10.4% | 0.000% | |
1/24/2024 | All Season Financial Advisors Inc. | 26,123 | $527K | 0.4% | -2.5% | 0.000% | |
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1/23/2024 | Camelot Portfolios LLC | 51,524 | $1.04M | 0.6% | +46.4% | 0.000% | |
1/19/2024 | Atlantic Union Bankshares Corp | 71,294 | $1.44M | 0.1% | -7.7% | 0.000% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 5,151 | $104K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 264,157 | $5.33M | 0.0% | +18.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 126,720 | $2.56M | 0.0% | -42.6% | 0.000% | |
1/8/2024 | Campbell Capital Management Inc. | 61,539 | $1.24M | 0.6% | N/A | 0.000% | |
11/16/2023 | RB Capital Management LLC | 41,185 | $707K | 0.2% | -7.3% | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 79,829 | $1.37M | 0.1% | +1.7% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 25,198 | $432K | 0.2% | +50.7% | 0.000% | |
11/13/2023 | LPL Financial LLC | 587,523 | $10.08M | 0.0% | +5.2% | 0.000% | |