10/25/2024 | Strategic Blueprint LLC | 15,519 | $551K | 0.0% | -28.2% | 0.281% | |
10/24/2024 | Arkadios Wealth Advisors | 45,731 | $1.62M | 0.1% | -2.5% | 0.827% | |
10/21/2024 | AIFG Consultants Ltd. | 52,863 | $1.88M | 1.4% | -64.5% | 0.956% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 105,221 | $3.64M | 0.8% | -1.4% | 1.903% | |
7/29/2024 | AIFG Consultants Ltd. | 148,899 | $5.15M | 3.8% | -4.2% | 2.693% | |
7/27/2024 | Strategic Blueprint LLC | 21,621 | $747K | 0.1% | -7.6% | 0.391% | |
|
5/17/2024 | Comerica Bank | 3,643 | $122K | 0.0% | -12.0% | 0.066% | |
5/1/2024 | Janney Montgomery Scott LLC | 26,100 | $877K | 0.0% | +222.2% | 0.468% | |
4/30/2024 | Arkadios Wealth Advisors | 47,037 | $1.58M | 0.1% | -8.4% | 0.843% | |
4/25/2024 | Triumph Capital Management | 36,000 | $1.21M | 0.5% | N/A | 0.673% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 106,753 | $3.59M | 0.8% | -0.5% | 1.995% | |
4/23/2024 | Strategic Blueprint LLC | 23,411 | $787K | 0.1% | -14.1% | 0.438% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 16,735 | $550K | 0.0% | -89.1% | 0.000% | |
1/25/2024 | Strategic Blueprint LLC | 27,245 | $896K | 0.1% | -2.8% | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 107,308 | $3.53M | 0.8% | -0.7% | 0.000% | |
1/24/2024 | Arkadios Wealth Advisors | 51,347 | $1.69M | 0.1% | -1.9% | 0.000% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 153,223 | $4.85M | 0.3% | -5.3% | 0.000% | |
11/9/2023 | First Heartland Consultants Inc. | 6,692 | $212K | 0.0% | -25.9% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 840 | $26K | 0.0% | N/A | 0.000% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 108,033 | $3.42M | 0.9% | -0.4% | 0.000% | |
10/18/2023 | Strategic Blueprint LLC | 28,037 | $887K | 0.1% | N/A | 0.000% | |
10/13/2023 | Arkadios Wealth Advisors | 52,354 | $1.66M | 0.2% | +164.6% | 0.000% | |
8/30/2023 | AIFG Consultants Ltd. | 170,508 | $5.36M | 4.3% | +0.5% | 0.000% | |
8/15/2023 | Grant Street Asset Management Inc. | 16,961 | $534K | 0.2% | -2.3% | 0.000% | |
8/15/2023 | Insigneo Advisory Services LLC | 44,293 | $1.39M | 0.3% | +2.2% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 13,204 | $415K | 0.1% | N/A | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 254,769 | $8.02M | 0.1% | +162.9% | 0.000% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 17,118 | $539K | 0.3% | +43.2% | 0.000% | |
8/10/2023 | Kraematon Investment Advisors Inc. | 30,195 | $950K | 1.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 174,430 | $5.49M | 0.0% | +1,205.9% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,125,593 | $35.41M | 0.1% | +635.9% | 0.000% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 161,759 | $5.09M | 0.3% | N/A | 0.000% | |
8/10/2023 | Cetera Advisors LLC | 593,952 | $18.69M | 0.3% | N/A | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 31,167 | $980K | 0.0% | N/A | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 135,721 | $4.27M | 0.0% | +1,027.3% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 294,182 | $9.26M | 0.3% | +543.2% | 0.000% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 108,498 | $3.41M | 0.9% | +118.3% | 0.000% | |
8/8/2023 | Millington Financial Advisors LLC | 101,267 | $3.19M | 2.8% | N/A | 0.000% | |
8/7/2023 | Lincoln National Corp | 7,110 | $224K | 0.0% | N/A | 0.000% | |
8/4/2023 | HBK Sorce Advisory LLC | 34,716 | $1.09M | 0.0% | +131.2% | 0.000% | |
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8/4/2023 | Envestnet Asset Management Inc. | 71,676 | $2.26M | 0.0% | +52.1% | 0.000% | |
8/4/2023 | IFP Advisors Inc | 4,908 | $146K | 0.0% | +390.8% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,713 | $337K | 0.0% | +3.7% | 0.000% | |
8/2/2023 | Silver Oak Securities Incorporated | 12,242 | $385K | 0.1% | -27.7% | 0.000% | |
8/2/2023 | Sigma Planning Corp | 8,431 | $265K | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 32,702 | $1.03M | 0.0% | +147.9% | 0.000% | |
7/31/2023 | Mutual Advisors LLC | 29,601 | $931K | 0.0% | +85.3% | 0.000% | |
7/26/2023 | First Heartland Consultants Inc. | 9,034 | $284K | 0.0% | +35.4% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 8,400 | $264K | 0.0% | N/A | 0.000% | |
7/20/2023 | Global Retirement Partners LLC | 59,766 | $1.88M | 0.1% | +1.2% | 0.000% | |
7/19/2023 | Foundations Investment Advisors LLC | 11,021 | $347K | 0.0% | N/A | 0.000% | |
7/18/2023 | Octavia Wealth Advisors LLC | 28,352 | $892K | 0.2% | -4.5% | 0.000% | |
7/18/2023 | Virtue Capital Management LLC | 15,531 | $488K | 0.1% | +5.1% | 0.000% | |
7/17/2023 | Clear Creek Financial Management LLC | 7,445 | $234K | 0.0% | N/A | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 137,440 | $4.32M | 0.0% | N/A | 0.000% | |
7/12/2023 | Independent Wealth Network Inc. | 23,252 | $731K | 0.4% | +209.0% | 0.000% | |
7/12/2023 | Quad Cities Investment Group LLC | 11,783 | $371K | 0.2% | N/A | 0.000% | |
7/11/2023 | Brookstone Capital Management | 36,445 | $1.14M | 0.0% | +6.2% | 0.000% | |
7/10/2023 | AE Wealth Management LLC | 34,449 | $1.08M | 0.0% | +14.3% | 0.000% | |
7/6/2023 | HBW Advisory Services LLC | 23,372 | $735K | 0.2% | N/A | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,332 | $313K | 0.0% | N/A | 0.000% | |
5/16/2023 | Grant Street Asset Management Inc. | 17,364 | $527K | 0.2% | N/A | 0.000% | |
5/16/2023 | Harbour Investments Inc. | 258,044 | $7.83M | 0.4% | N/A | 0.000% | |
5/11/2023 | Insigneo Advisory Services LLC | 43,338 | $1.31M | 0.4% | N/A | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 152,954 | $4.64M | 0.0% | N/A | 0.000% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 49,701 | $1.51M | 0.5% | N/A | 0.000% | |
5/8/2023 | Global Retirement Partners LLC | 59,047 | $1.80M | 0.1% | N/A | 0.000% | |
5/5/2023 | Truist Financial Corp | 13,192 | $400K | 0.0% | N/A | 0.000% | |
5/5/2023 | Silver Oak Securities Incorporated | 16,938 | $514K | 0.1% | N/A | 0.000% | |
5/4/2023 | FSB Premier Wealth Management Inc. | 11,958 | $363K | 0.2% | N/A | 0.000% | |
5/2/2023 | Schubert & Co | 1,370 | $42K | 0.0% | N/A | 0.000% | |
5/2/2023 | Arkadios Wealth Advisors | 8,935 | $271K | 0.0% | N/A | 0.000% | |
5/2/2023 | Pallas Capital Advisors LLC | 83,305 | $2.54M | 0.2% | N/A | 0.000% | |
4/28/2023 | Crown Wealth Group LLC | 9,779 | $297K | 0.2% | N/A | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 64,280 | $1.95M | 0.1% | N/A | 0.000% | |
4/20/2023 | Octavia Wealth Advisors LLC | 29,693 | $901K | 0.2% | N/A | 0.000% | |
4/19/2023 | Brookstone Capital Management | 34,316 | $1.05M | 0.0% | N/A | 0.000% | |
4/18/2023 | IFP Advisors Inc | 1,000 | $30K | 0.0% | N/A | 0.000% | |
4/18/2023 | Independent Wealth Network Inc. | 7,526 | $228K | 0.1% | N/A | 0.000% | |
4/17/2023 | First Heartland Consultants Inc. | 6,673 | $202K | 0.0% | N/A | 0.000% | |
4/14/2023 | AE Wealth Management LLC | 30,148 | $914K | 0.0% | N/A | 0.000% | |