4/22/2025 | Live Oak Private Wealth LLC | 56,138 | $185K | 0.0% | +107.1% | 0.000% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,398 | $44K | 0.0% | -28.6% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 28,597 | $102K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 14,811 | $53K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 71,390 | $253K | 0.0% | +34.1% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 17,437 | $62K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 71,796 | $255K | 0.0% | -19.4% | 0.000% | |
2/13/2025 | Concorde Asset Management LLC | 185,100 | $657K | 0.3% | -5.0% | 0.000% | |
2/13/2025 | Bessemer Group Inc. | 7,958 | $28K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 70,367 | $250K | 0.0% | N/A | 0.000% | |
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2/12/2025 | Arete Wealth Advisors LLC | 17,968 | $64K | 0.0% | +59.1% | 0.000% | |
2/12/2025 | World Investment Advisors | 223,650 | $794K | 0.0% | +44.4% | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 22,228 | $73K | 0.0% | N/A | 0.000% | |
2/10/2025 | GWN Securities Inc. | 19,700 | $67K | 0.0% | N/A | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 14,202 | $50K | 0.0% | N/A | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 39,500 | $140K | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 426,952 | $1.52M | 0.0% | N/A | 0.000% | |
2/7/2025 | Larson Financial Group LLC | 12,100 | $43K | 0.0% | +45.8% | 0.000% | |
2/6/2025 | One Capital Management LLC | 16,675 | $59K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 70,367 | $250K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 17,881 | $63K | 0.0% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 148,922 | $529K | 0.0% | +51.5% | 0.000% | |
1/29/2025 | Soltis Investment Advisors LLC | 20,640 | $73K | 0.0% | N/A | 0.000% | |
1/24/2025 | E&G Advisors LP | 13,000 | $46K | 0.0% | -21.2% | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 571,125 | $2.03M | 0.1% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 154,900 | $637K | 0.0% | N/A | 0.000% | |
11/20/2024 | Virtu Financial LLC | 14,356 | $59K | 0.0% | N/A | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 11,295 | $46K | 0.0% | -24.9% | 0.000% | |
11/13/2024 | Fisher Asset Management LLC | 10,430 | $43K | 0.0% | N/A | 0.000% | |
11/12/2024 | Concorde Asset Management LLC | 194,900 | $801K | 0.5% | -7.6% | 0.000% | |
10/31/2024 | Advisor Resource Council | 12,455 | $51K | 0.0% | -23.0% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 18,194 | $75K | 0.0% | +42.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 50,925 | $209K | 0.0% | +28.0% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 65,871 | $271K | 0.0% | +6.3% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 32,330 | $102K | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 20,000 | $67K | 0.0% | +33.3% | 0.000% | |
8/13/2024 | Trust Investment Advisors | 25,189 | $85K | 0.1% | N/A | 0.000% | |
8/12/2024 | Concorde Asset Management LLC | 210,900 | $710K | 0.4% | +10.0% | 0.000% | |
8/6/2024 | Parcion Private Wealth LLC | 36,400 | $122K | 0.0% | -20.2% | 0.000% | |
8/6/2024 | North Star Asset Management Inc. | 13,661 | $46K | 0.0% | -42.0% | 0.000% | |
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8/3/2024 | Shaker Financial Services LLC | 15,840 | $53K | 0.0% | N/A | 0.000% | |
7/16/2024 | Advisor Resource Council | 16,170 | $54K | 0.0% | -37.6% | 0.000% | |
7/10/2024 | Mid American Wealth Advisory Group Inc. | 13,479 | $45K | 0.0% | -25.1% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 29,965 | $100K | 0.0% | -26.2% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,000 | $50K | 0.0% | -25.0% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 55,032 | $184K | 0.0% | -91.4% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 11,500 | $38K | 0.0% | N/A | 0.000% | |
5/3/2024 | Larson Financial Group LLC | 8,297 | $28K | 0.0% | +61.1% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 12,578 | $42K | 0.0% | N/A | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 21,158 | $71K | 0.0% | +30.9% | 0.000% | |
4/19/2024 | Advisor Resource Council | 25,905 | $83K | 0.0% | N/A | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 61,458 | $205K | 0.0% | +9.5% | 0.000% | |
1/18/2024 | SeaCrest Wealth Management LLC | 56,133 | $181K | 0.0% | +36.2% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 148,940 | $416K | 0.0% | -68.7% | 0.000% | |
11/13/2023 | Concorde Asset Management LLC | 94,500 | $264K | 0.2% | +81.7% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 412,759 | $1.15M | 0.1% | +103.6% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 100,359 | $280K | 0.0% | N/A | 0.000% | |
10/17/2023 | Flagship Harbor Advisors LLC | 24,000 | $67K | 0.0% | N/A | 0.000% | |
10/10/2023 | Mid American Wealth Advisory Group Inc. | 31,020 | $85K | 0.1% | -89.9% | 0.000% | |
8/15/2023 | Quarry LP | 85,366 | $260K | 0.1% | +182.7% | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 202,697 | $616K | 0.0% | N/A | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 95,635 | $291K | 0.0% | +86.2% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 475,745 | $1.45M | 0.0% | +70.2% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 103,485 | $315K | 0.1% | +7.6% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 67,122 | $204K | 0.0% | -18.2% | 0.000% | |
7/31/2023 | LPL Financial LLC | 330,013 | $1.00M | 0.0% | -5.9% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 12,931 | $39K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James & Associates | 45,445 | $138K | 0.0% | -6.8% | 0.000% | |
7/25/2023 | Concorde Asset Management LLC | 52,000 | $158K | 0.1% | +136.4% | 0.000% | |
7/14/2023 | SeaCrest Wealth Management LLC | 38,268 | $116K | 0.0% | +55.5% | 0.000% | |
7/13/2023 | Mid American Wealth Advisory Group Inc. | 306,707 | $969K | 0.8% | N/A | 0.000% | |
7/10/2023 | AE Wealth Management LLC | 243,431 | $740K | 0.0% | +27.2% | 0.000% | |
5/12/2023 | Yakira Capital Management Inc. | 57,400 | $177K | 0.0% | N/A | 0.000% | |
5/12/2023 | SeaCrest Wealth Management LLC | 24,607 | $76K | 0.0% | +110.5% | 0.000% | |
5/11/2023 | Brown Brothers Harriman & Co. | 55,500 | $171K | 0.0% | N/A | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 51,357 | $158K | 0.0% | +265.4% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 96,135 | $296K | 0.1% | N/A | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 279,521 | $861K | 0.0% | +366.1% | 0.000% | |
5/4/2023 | Anfield Capital Management LLC | 78,465 | $242K | 0.1% | N/A | 0.000% | |
5/3/2023 | Perigon Wealth Management LLC | 24,764 | $76K | 0.0% | -19.5% | 0.000% | |
5/2/2023 | Evolution Wealth Advisors LLC | 10,400 | $32K | 0.0% | N/A | 0.000% | |
5/1/2023 | Arete Wealth Advisors LLC | 15,120 | $46.57B | 0.0% | N/A | 0.000% | |
4/14/2023 | AE Wealth Management LLC | 191,315 | $589K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 32,841 | $101K | 0.0% | -25.6% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 14,056 | $44K | 0.0% | N/A | 0.000% | |
2/8/2023 | Allegheny Financial Group LTD | 10,000 | $31K | 0.0% | -31.6% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 42,813 | $134K | 0.0% | -52.2% | 0.000% | |
2/7/2023 | LPL Financial LLC | 208,319 | $652K | 0.0% | -25.7% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 58,039 | $298K | 0.0% | -10.7% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 59,971 | $188K | 0.0% | N/A | 0.000% | |
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1/13/2023 | E&G Advisors LP | 28,000 | $88K | 0.0% | -25.3% | 0.000% | |
1/13/2023 | Flagship Harbor Advisors LLC | 17,356 | $54K | 0.0% | N/A | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 287,168 | $971K | 0.0% | -1.3% | 0.000% | |
11/7/2022 | Arete Wealth Advisors LLC | 15,120 | $51K | 0.0% | N/A | 0.000% | |
10/25/2022 | Raymond James & Associates | 64,056 | $217K | 0.0% | +5.9% | 0.000% | |
10/14/2022 | Private Advisor Group LLC | 34,716 | $117K | 0.0% | +123.7% | 0.000% | |
8/11/2022 | Cetera Advisors LLC | 34,011 | $137K | 0.0% | +18.4% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 290,926 | $1.17M | 0.0% | +7.4% | 0.000% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 73,661 | $296K | 0.0% | +4.3% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 90,932 | $365K | 0.0% | +58.1% | 0.000% | |