1/21/2025 | Geneos Wealth Management Inc. | 42,084 | $1.57M | 0.1% | +7.2% | 1.315% | |
1/17/2025 | First PREMIER Bank | 349,099 | $13.00M | 3.3% | -0.8% | 10.909% | |
1/8/2025 | International Assets Investment Management LLC | 12,764 | $477K | 0.0% | N/A | 0.399% | |
11/18/2024 | Asset Allocation Strategies LLC | 313,916 | $12.00M | 3.4% | -19.1% | 9.810% | |
11/15/2024 | Orion Portfolio Solutions LLC | 17,085 | $653K | 0.0% | -9.3% | 0.534% | |
11/15/2024 | Jane Street Group LLC | 11,392 | $435K | 0.0% | +57.0% | 0.356% | |
11/15/2024 | Wolverine Trading LLC | 9,747 | $371K | 0.0% | N/A | 0.305% | |
11/14/2024 | WFA of San Diego LLC | 55,334 | $2.11M | 1.8% | -1.6% | 1.729% | |
11/12/2024 | Family Capital Management Inc. | 25,582 | $977K | 0.6% | -16.3% | 0.799% | |
11/8/2024 | Darwin Wealth Management LLC | 72,959 | $2.79M | 0.8% | -6.5% | 2.280% | |
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11/1/2024 | Philip James Wealth Mangement LLC | 111,890 | $4.28M | 0.5% | +4.4% | 3.497% | |
10/24/2024 | Lunt Capital Management Inc. | 52,279 | $2.00M | 0.9% | +17.9% | 1.634% | |
10/23/2024 | Silver Oak Securities Incorporated | 18,801 | $716K | 0.1% | +319.9% | 0.588% | |
10/22/2024 | Private Advisor Group LLC | 88,914 | $3.40M | 0.0% | +3.1% | 2.779% | |
10/21/2024 | Fortis Group Advisors LLC | 34,299 | $1.31M | 0.2% | N/A | 1.072% | |
10/9/2024 | Congress Park Capital LLC | 19,700 | $753K | 0.3% | N/A | 0.616% | |
10/9/2024 | Patten Group Inc. | 106,831 | $4.08M | 0.9% | +15.2% | 3.338% | |
10/8/2024 | First PREMIER Bank | 351,869 | $13.44M | 3.4% | -0.5% | 10.996% | |
7/17/2024 | First PREMIER Bank | 353,642 | $13.23M | 3.5% | -4.1% | 11.051% | |
7/10/2024 | CWM LLC | 1,931 | $72K | 0.0% | -15.3% | 0.060% | |
5/21/2024 | Atria Investments Inc | 31,691 | $1.17M | 0.0% | +1.6% | 0.990% | |
5/17/2024 | WealthPlan Investment Management LLC | 6,267 | $230K | 0.0% | -95.2% | 0.196% | |
5/9/2024 | Orion Portfolio Solutions LLC | 24,891 | $916K | 0.0% | +30.2% | 0.778% | |
5/4/2024 | Geneos Wealth Management Inc. | 31,578 | $1.16M | 0.1% | +11.9% | 0.987% | |
4/30/2024 | Private Advisor Group LLC | 87,520 | $3.22M | 0.0% | -45.2% | 2.735% | |
4/23/2024 | Lunt Capital Management Inc. | 38,216 | $1.41M | 0.7% | +4.8% | 1.194% | |
4/12/2024 | First PREMIER Bank | 368,670 | $13.56M | 3.6% | -0.7% | 11.521% | |
4/11/2024 | International Assets Investment Management LLC | 24,753 | $908K | 0.0% | -25.2% | 0.774% | |
2/14/2024 | Asset Allocation Strategies LLC | 406,337 | $13.91M | 5.4% | -6.2% | 7.967% | |
2/13/2024 | Anson Capital Inc. | 25,207 | $863K | 1.4% | -79.5% | 0.494% | |
2/9/2024 | Orion Portfolio Solutions LLC | 19,115 | $649K | 0.0% | N/A | 0.375% | |
2/7/2024 | Darwin Wealth Management LLC | 56,162 | $1.92M | 0.5% | -7.6% | 1.101% | |
2/6/2024 | Private Advisor Group LLC | 159,633 | $5.46M | 0.0% | +11.7% | 3.130% | |
2/5/2024 | HHM Wealth Advisors LLC | 4,372 | $150K | 0.0% | -13.7% | 0.086% | |
2/2/2024 | Kovack Advisors Inc. | 41,564 | $1.42M | 0.2% | N/A | 0.815% | |
2/1/2024 | CWM LLC | 139,088 | $4.76M | 0.0% | -5.6% | 2.727% | |
1/31/2024 | Family Capital Management Inc. | 39,779 | $1.36M | 1.0% | -63.6% | 0.780% | |
1/30/2024 | Lunt Capital Management Inc. | 36,452 | $1.25M | 0.6% | +3.8% | 0.715% | |
1/26/2024 | Geneos Wealth Management Inc. | 28,218 | $966K | 0.0% | N/A | 0.553% | |
1/25/2024 | International Assets Investment Management LLC | 33,113 | $1.13M | 0.0% | -29.0% | 0.649% | |
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1/24/2024 | Stratos Wealth Partners LTD. | 62,375 | $2.14M | 0.0% | -29.0% | 1.223% | |
1/24/2024 | Sowell Financial Services LLC | 58,422 | $2M | 0.1% | -6.7% | 1.146% | |
1/24/2024 | International Assets Investment Management LLC | 1,133,458 | $38.80M | 0.0% | +2,331.4% | 22.225% | |
1/22/2024 | Baron Financial Group LLC | 16,950 | $580K | 0.4% | -86.6% | 0.332% | |
1/17/2024 | First PREMIER Bank | 371,378 | $12.71M | 3.6% | -6.6% | 7.282% | |
1/11/2024 | Patten Group Inc. | 79,312 | $2.72M | 0.7% | +2.7% | 1.555% | |
1/5/2024 | WealthPlan Investment Management LLC | 130,828 | $4.48M | 0.7% | +7.2% | 2.565% | |
11/17/2023 | Asset Allocation Strategies LLC | 433,127 | $13.50M | 6.2% | +3.6% | 8.493% | |
11/15/2023 | WealthPlan Investment Management LLC | 122,032 | $3.80M | 0.5% | +29,809.8% | 2.393% | |
11/13/2023 | Mariner LLC | 153,281 | $4.78M | 0.0% | -18.1% | 3.006% | |
11/13/2023 | LPL Financial LLC | 191,364 | $5.96M | 0.0% | -19.4% | 3.752% | |
11/13/2023 | Clearstead Advisors LLC | 2,506 | $78K | 0.0% | +32.4% | 0.049% | |
11/13/2023 | Kestra Advisory Services LLC | 44,553 | $1.39M | 0.0% | N/A | 0.874% | |
11/8/2023 | Sowell Financial Services LLC | 62,630 | $1.95M | 0.1% | -0.6% | 1.228% | |
11/7/2023 | Darwin Wealth Management LLC | 60,777 | $1.89M | 0.5% | -2.0% | 1.192% | |
11/7/2023 | Clearstead Advisors LLC | 2,506 | $78K | 0.0% | +32.4% | 0.049% | |
11/7/2023 | Atria Investments Inc | 35,043 | $1.09M | 0.0% | -18.5% | 0.687% | |
11/3/2023 | Private Advisor Group LLC | 142,907 | $4.45M | 0.0% | +6.3% | 2.802% | |
11/2/2023 | WFA of San Diego LLC | 62,279 | $1.94M | 2.0% | -4.2% | 1.221% | |
11/2/2023 | WealthPlan Investment Management LLC | 52,160 | $1.63M | 0.2% | +12,684.3% | 1.023% | |
10/31/2023 | Lunt Capital Management Inc. | 35,108 | $1.09M | 0.6% | +14.9% | 0.688% | |
10/26/2023 | Paul Damon & Associates Inc. | 109,418 | $3.41M | 2.3% | -2.8% | 2.145% | |
10/24/2023 | Stratos Wealth Partners LTD. | 87,808 | $2.74M | 0.1% | -5.4% | 1.722% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,586 | $454K | 0.0% | -38.0% | 0.286% | |
10/19/2023 | Connecticut Wealth Management LLC | 10,483 | $327K | 0.0% | -61.1% | 0.206% | |
10/19/2023 | Baron Financial Group LLC | 126,830 | $3.95M | 2.6% | -1.8% | 2.487% | |
10/17/2023 | Flagship Harbor Advisors LLC | 48,754 | $1.52M | 0.1% | +11.5% | 0.956% | |
10/16/2023 | First PREMIER Bank | 397,562 | $12.39M | 3.8% | -6.2% | 7.795% | |
10/12/2023 | Patten Group Inc. | 77,249 | $2.41M | 0.7% | +4.2% | 1.515% | |
10/11/2023 | CWM LLC | 147,407 | $4.59M | 0.0% | -28.1% | 2.890% | |
10/10/2023 | International Assets Investment Management LLC | 46,617 | $1.55M | 0.1% | N/A | 0.914% | |
10/4/2023 | International Assets Investment Management LLC | 46,617 | $1.55M | 0.1% | N/A | 0.914% | |
8/14/2023 | Sowell Financial Services LLC | 62,982 | $2.10M | 0.1% | +7.8% | 1.235% | |
8/11/2023 | Beta Wealth Group Inc. | 41,322 | $1.38M | 0.8% | +0.9% | 0.810% | |
8/10/2023 | Osaic Holdings Inc. | 82,101 | $2.73M | 0.0% | +11.4% | 1.610% | |
8/10/2023 | WFA of San Diego LLC | 65,029 | $2.17M | 2.1% | -17.6% | 1.275% | |
8/10/2023 | Private Advisor Group LLC | 134,451 | $4.48M | 0.0% | +5.2% | 2.636% | |
8/4/2023 | Atria Investments Inc | 42,988 | $1.43M | 0.0% | -30.2% | 0.843% | |
8/4/2023 | Advisors Preferred LLC | 2,187 | $73K | 0.0% | N/A | 0.043% | |
8/4/2023 | IFP Advisors Inc | 1,200 | $34K | 0.0% | -63.4% | 0.024% | |
8/3/2023 | CWM LLC | 204,943 | $6.83M | 0.0% | -13.7% | 4.018% | |
8/3/2023 | Baron Financial Group LLC | 129,170 | $4.30M | 2.7% | +4.3% | 2.533% | |
8/2/2023 | Anson Capital Inc. | 121,725 | $4.06M | 7.5% | +14.6% | 2.387% | |
7/31/2023 | LPL Financial LLC | 237,385 | $7.91M | 0.0% | -21.3% | 4.655% | |
7/31/2023 | WealthPLAN Partners LLC | 39,358 | $1.31M | 0.2% | -28.0% | 0.772% | |
7/26/2023 | Patten Group Inc. | 74,166 | $2.47M | 0.4% | +18.0% | 1.206% | |
7/25/2023 | WealthPlan Investment Management LLC | 408 | $73K | 0.0% | -99.6% | 0.007% | |
7/18/2023 | Stratos Wealth Partners LTD. | 92,863 | $3.09M | 0.1% | +27.5% | 1.510% | |
7/13/2023 | First PREMIER Bank | 424,020 | $14.12M | 4.0% | -2.4% | 6.895% | |
7/12/2023 | Darwin Wealth Management LLC | 61,999 | $2.07M | 0.5% | -1.6% | 1.008% | |
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7/11/2023 | Flagship Harbor Advisors LLC | 43,744 | $1.46M | 0.1% | -18.8% | 0.711% | |
5/16/2023 | Asset Allocation Strategies LLC | 57,546 | $1.89M | 5.4% | -82.6% | 0.859% | |
5/15/2023 | Equitable Holdings Inc. | 616,408 | $20.26M | 0.3% | +352.2% | 9.200% | |
5/10/2023 | Atria Investments Inc | 61,591 | $2.02M | 0.0% | -2.2% | 0.919% | |
5/10/2023 | Private Advisor Group LLC | 127,790 | $4.20M | 0.0% | N/A | 1.907% | |
5/10/2023 | LPL Financial LLC | 301,518 | $9.91M | 0.0% | -6.5% | 4.500% | |
5/10/2023 | WealthPLAN Partners LLC | 54,652 | $1.80M | 0.2% | -66.4% | 0.816% | |
5/9/2023 | Beta Wealth Group Inc. | 40,955 | $1.35M | 0.8% | -49.7% | 0.611% | |
5/9/2023 | Clearstead Advisors LLC | 1,274 | $42K | 0.0% | +55.9% | 0.019% | |
5/8/2023 | WealthPlan Investment Management LLC | 116,037 | $3.81M | 0.7% | -28.7% | 1.732% | |