10/31/2024 | Concurrent Investment Advisors LLC | 24,276 | $302K | 0.0% | -24.1% | 0.183% | |
10/29/2024 | Janney Montgomery Scott LLC | 218,318 | $2.72M | 0.0% | +9.4% | 1.648% | |
10/28/2024 | Stephens Inc. AR | 43,158 | $538K | 0.0% | -8.5% | 0.326% | |
10/25/2024 | Gateway Wealth Partners LLC | 12,905 | $161K | 0.0% | +24.4% | 0.097% | |
10/22/2024 | International Assets Investment Management LLC | 27,624 | $344K | 0.0% | +1,146.0% | 0.208% | |
10/10/2024 | Next Level Private LLC | 127,138 | $1.58M | 0.6% | +8.0% | 0.960% | |
|
8/19/2024 | B. Riley Wealth Advisors Inc. | 12,968 | $152K | 0.0% | -17.2% | 0.098% | |
8/16/2024 | Gateway Wealth Partners LLC | 10,371 | $121K | 0.0% | N/A | 0.078% | |
8/7/2024 | Liberty Wealth Management LLC | 13,785 | $161K | 0.0% | N/A | 0.104% | |
8/2/2024 | Next Level Private LLC | 117,704 | $1.38M | 0.6% | +16.0% | 0.888% | |
8/1/2024 | Elevated Capital Advisors LLC | 55,997 | $656K | 0.2% | -63.8% | 0.423% | |
7/31/2024 | Commonwealth Equity Services LLC | 60,638 | $710K | 0.0% | +2.8% | 0.458% | |
7/31/2024 | Concurrent Investment Advisors LLC | 31,996 | $375K | 0.0% | +10.4% | 0.241% | |
7/30/2024 | Hobart Private Capital LLC | 93,380 | $1.09M | 0.3% | +40.4% | 0.705% | |
7/30/2024 | International Assets Investment Management LLC | 2,217 | $26K | 0.0% | N/A | 0.017% | |
7/26/2024 | Harbour Investments Inc. | 156,362 | $1.83M | 0.1% | +6.5% | 1.180% | |
7/19/2024 | Intellectus Partners LLC | 508,411 | $5.95M | 1.6% | +1.3% | 3.837% | |
7/17/2024 | Cottonwood Capital Advisors LLC | 42,770 | $509K | 0.4% | -2.5% | 0.323% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 56,620 | $663K | 0.0% | -3.6% | 0.427% | |
7/12/2024 | Williams & Novak LLC | 11,421 | $134K | 0.1% | N/A | 0.086% | |
5/17/2024 | Comerica Bank | 44,328 | $524K | 0.0% | -3.7% | 0.335% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,662 | $171K | 0.0% | +16.4% | 0.118% | |
5/9/2024 | New Insight Wealth Advisors | 161,932 | $1.92M | 1.2% | -10.8% | 1.222% | |
5/7/2024 | Concurrent Investment Advisors LLC | 28,985 | $343K | 0.0% | -5.9% | 0.219% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 58,720 | $694K | 0.0% | +2.0% | 0.443% | |
5/1/2024 | Janney Montgomery Scott LLC | 197,915 | $2.34M | 0.0% | -3.9% | 1.494% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 52,473 | $621K | 0.4% | -31.2% | 0.384% | |
4/30/2024 | Commonwealth Equity Services LLC | 58,965 | $697K | 0.0% | -10.6% | 0.432% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 18,106 | $214K | 0.0% | +5.7% | 0.133% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 43,865 | $513K | 0.4% | -3.4% | 0.321% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 223,487 | $2.64M | 0.0% | -1.8% | 1.637% | |
4/15/2024 | Hobart Private Capital LLC | 66,495 | $786K | 0.2% | +43.7% | 0.487% | |
4/15/2024 | Elevated Capital Advisors LLC | 154,697 | $1.83M | 0.5% | +6.4% | 1.133% | |
4/11/2024 | Murphy Middleton Hinkle & Parker Inc. | 109,646 | $1.30M | 0.8% | -7.7% | 0.667% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 76,217 | $920K | 0.6% | N/A | 0.463% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,454 | $162K | 0.0% | -14.1% | 0.082% | |
3/5/2024 | Fisher Asset Management LLC | 11,114 | $134K | 0.0% | -37.1% | 0.068% | |
2/26/2024 | Virtu Financial LLC | 16,406 | $198K | 0.0% | N/A | 0.100% | |
2/15/2024 | OLD Mission Capital LLC | 676,461 | $8.17M | 0.1% | N/A | 4.112% | |
2/9/2024 | Orion Portfolio Solutions LLC | 60,028 | $725K | 0.0% | -12.4% | 0.365% | |
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2/8/2024 | Janney Montgomery Scott LLC | 205,878 | $2.49M | 0.0% | -22.9% | 1.252% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 57,580 | $695K | 0.0% | -2.6% | 0.350% | |
2/7/2024 | Berger Financial Group Inc | 21,520 | $260K | 0.0% | -9.5% | 0.131% | |
2/7/2024 | Principal Securities Inc. | 18,560 | $224K | 0.0% | N/A | 0.113% | |
2/6/2024 | Private Advisor Group LLC | 11,608 | $140K | 0.0% | N/A | 0.071% | |
2/6/2024 | Fisher Asset Management LLC | 11,114 | $134K | 0.0% | -37.1% | 0.068% | |
2/5/2024 | Kestra Private Wealth Services LLC | 26,591 | $321K | 0.0% | +9.0% | 0.162% | |
2/5/2024 | Intellectus Partners LLC | 479,046 | $5.78M | 1.7% | +20.2% | 2.912% | |
2/1/2024 | GAMMA Investing LLC | 2,775 | $32K | 0.0% | N/A | 0.017% | |
2/1/2024 | Sigma Planning Corp | 11,327 | $137K | 0.0% | -15.2% | 0.069% | |
1/26/2024 | Sterling Manor Financial LLC | 639,070 | $7.71M | 6.5% | -20.4% | 3.885% | |
1/25/2024 | International Assets Investment Management LLC | 26,555 | $321K | 0.0% | N/A | 0.161% | |
1/24/2024 | International Assets Investment Management LLC | 26,555 | $321K | 0.0% | N/A | 0.161% | |
1/18/2024 | Hobart Private Capital LLC | 46,259 | $558K | 0.2% | N/A | 0.281% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 227,605 | $2.75M | 0.0% | +1.9% | 1.384% | |
1/16/2024 | Raymond James & Associates | 36,161 | $436K | 0.0% | +12.3% | 0.220% | |
12/4/2023 | Tucker Asset Management LLC | 8,177 | $89K | 0.0% | +53.6% | 0.050% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 15,662 | $171K | 0.0% | -11.8% | 0.095% | |
11/16/2023 | Harbour Investments Inc. | 150,836 | $1.64M | 0.1% | +2.7% | 0.917% | |
11/13/2023 | LPL Financial LLC | 391,939 | $4.27M | 0.0% | -1.0% | 2.383% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 59,131 | $644K | 0.0% | N/A | 0.359% | |
11/9/2023 | UBS Group AG | 877,472 | $9.56M | 0.0% | -4.1% | 5.334% | |
11/8/2023 | Kestra Private Wealth Services LLC | 24,395 | $266K | 0.0% | -7.6% | 0.148% | |
11/6/2023 | Sigma Planning Corp | 13,361 | $146K | 0.0% | -46.9% | 0.081% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 46,090 | $502K | 0.5% | -4.2% | 0.280% | |
11/4/2023 | NBC Securities Inc. | 2,530 | $27K | 0.0% | N/A | 0.015% | |
11/1/2023 | Orion Portfolio Solutions LLC | 68,556 | $747K | 0.0% | -15.3% | 0.417% | |
10/31/2023 | Sterling Manor Financial LLC | 802,548 | $8.74M | 7.9% | +1.4% | 4.879% | |
10/25/2023 | Intellectus Partners LLC | 398,386 | $4.34M | 1.4% | +9.0% | 2.422% | |
10/24/2023 | Raymond James & Associates | 32,193 | $351K | 0.0% | -9.4% | 0.196% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 30,196 | $329K | 0.0% | -12.7% | 0.184% | |
10/17/2023 | Founders Financial Securities LLC | 11,765 | $128K | 0.0% | -39.7% | 0.072% | |
10/17/2023 | Elevated Capital Advisors LLC | 145,443 | $1.58M | 0.5% | +220.6% | 0.884% | |
10/13/2023 | OneAscent Wealth Management LLC | 33,175 | $361K | 0.2% | -3.0% | 0.202% | |
9/12/2023 | Prosperity Wealth Management Inc. | 10,801 | $123K | 0.1% | -19.5% | 0.066% | |
8/18/2023 | Elevated Capital Advisors LLC | 45,366 | $515K | 0.2% | N/A | 0.276% | |
8/11/2023 | Founders Financial Securities LLC | 19,511 | $221K | 0.0% | +19.2% | 0.119% | |
8/8/2023 | Kestra Private Wealth Services LLC | 26,388 | $300K | 0.0% | +110.5% | 0.160% | |
8/4/2023 | Envestnet Asset Management Inc. | 179,002 | $2.03M | 0.0% | +3.3% | 1.088% | |
7/31/2023 | LPL Financial LLC | 395,928 | $4.49M | 0.0% | +4.2% | 2.482% | |
7/31/2023 | Intellectus Partners LLC | 365,338 | $4.15M | 1.2% | +6.5% | 2.291% | |
7/28/2023 | AlphaMark Advisors LLC | 2,805 | $32K | 0.0% | -28.2% | 0.018% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 17,748 | $201K | 0.0% | +6.7% | 0.111% | |
7/26/2023 | Janney Montgomery Scott LLC | 267,163 | $3.03M | 0.0% | -4.9% | 1.675% | |
7/26/2023 | Channel Wealth LLC | 22,430 | $255K | 0.1% | +45.6% | 0.141% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 222,871 | $2.53M | 0.0% | +1.6% | 1.397% | |
7/25/2023 | Raymond James & Associates | 35,544 | $403K | 0.0% | -7.3% | 0.223% | |
7/21/2023 | Sterling Manor Financial LLC | 791,455 | $8.98M | 7.6% | N/A | 4.962% | |
7/14/2023 | Next Level Private LLC | 92,587 | $1.04M | 0.7% | +163.0% | 0.580% | |
7/10/2023 | OneAscent Wealth Management LLC | 34,197 | $388K | 0.2% | -15.3% | 0.214% | |
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5/11/2023 | Tucker Asset Management LLC | 5,799 | $68K | 0.0% | N/A | 0.037% | |
5/10/2023 | LPL Financial LLC | 380,043 | $4.43M | 0.0% | +103.7% | 2.398% | |
5/5/2023 | Truist Financial Corp | 18,856 | $220K | 0.0% | -20.1% | 0.119% | |
5/5/2023 | Cottonwood Capital Advisors LLC | 48,790 | $569K | 0.5% | -11.7% | 0.308% | |
5/4/2023 | Founders Financial Securities LLC | 16,362 | $191K | 0.0% | +25.4% | 0.103% | |
5/4/2023 | Intellectus Partners LLC | 343,039 | $4.00M | 1.3% | -8.4% | 2.164% | |
5/4/2023 | FSB Premier Wealth Management Inc. | 11,777 | $137K | 0.1% | +11.6% | 0.074% | |
5/3/2023 | Liberty Wealth Management LLC | 13,062 | $152K | 0.0% | N/A | 0.082% | |
5/3/2023 | Integrated Wealth Concepts LLC | 74,128 | $865K | 0.0% | +9.4% | 0.468% | |
4/28/2023 | Janney Montgomery Scott LLC | 281,074 | $3.28M | 0.0% | +5.5% | 1.773% | |