5/14/2024 | Axxcess Wealth Management LLC | 8,537 | $920K | 0.0% | N/A | 0.286% | |
5/9/2024 | Kingsview Wealth Management LLC | 61,495 | $6.63M | 0.2% | +412.3% | 2.064% | |
5/8/2024 | Advisors Preferred LLC | 3,641 | $390K | 0.1% | +118.2% | 0.122% | |
5/8/2024 | Legacy Capital Group California Inc. | 2,896 | $312K | 0.1% | -8.0% | 0.097% | |
5/7/2024 | Oppenheimer & Co. Inc. | 2,671 | $288K | 0.0% | N/A | 0.090% | |
5/7/2024 | PFG Advisors | 3,524 | $380K | 0.0% | N/A | 0.118% | |
|
5/4/2024 | WBI Investments LLC | 2,091 | $225K | 0.0% | N/A | 0.070% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,998 | $1.29M | 0.2% | +33.0% | 0.403% | |
5/2/2024 | Mutual Advisors LLC | 76,676 | $8.26M | 0.3% | -0.9% | 2.573% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,933 | $639K | 0.0% | +26.2% | 0.199% | |
5/1/2024 | Stegent Equity Advisors Inc. | 16,083 | $1.73M | 1.8% | -23.0% | 0.540% | |
4/30/2024 | Private Advisor Group LLC | 8,712 | $939K | 0.0% | N/A | 0.292% | |
4/30/2024 | J.W. Cole Advisors Inc. | 3,945 | $425K | 0.0% | +15.0% | 0.132% | |
4/30/2024 | Fortis Group Advisors LLC | 76,811 | $8.28M | 1.5% | N/A | 2.578% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,055,000 | $113.68M | 2.2% | +160.5% | 35.403% | |
4/30/2024 | Commonwealth Equity Services LLC | 8,846 | $953K | 0.0% | +2.8% | 0.297% | |
4/26/2024 | Carr Financial Group Corp | 2,252 | $243K | 0.1% | -29.1% | 0.075% | |
4/24/2024 | Fulcrum Equity Management | 13,381 | $1.44M | 1.7% | +2.0% | 0.445% | |
4/22/2024 | Nilsine Partners LLC | 9,444 | $1.02M | 0.1% | -24.8% | 0.314% | |
4/15/2024 | Brookstone Capital Management | 2,139 | $230K | 0.0% | -19.7% | 0.071% | |
2/12/2024 | Focus Financial Network Inc. ADV | 18,761 | $1.70M | 0.1% | N/A | 0.893% | |
2/8/2024 | Kingsview Wealth Management LLC | 12,003 | $1.09M | 0.0% | +37.9% | 0.572% | |
2/8/2024 | Legacy Capital Group California Inc. | 3,147 | $285K | 0.1% | N/A | 0.150% | |
2/8/2024 | Janney Montgomery Scott LLC | 4,702 | $426K | 0.0% | N/A | 0.224% | |
2/5/2024 | Stegent Equity Advisors Inc. | 20,897 | $1.89M | 2.2% | -7.7% | 0.995% | |
1/26/2024 | Carr Financial Group Corp | 3,178 | $288K | 0.1% | -20.7% | 0.149% | |
1/26/2024 | Geneos Wealth Management Inc. | 798 | $72K | 0.0% | N/A | 0.037% | |
1/24/2024 | Advisors Preferred LLC | 1,669 | $153K | 0.0% | N/A | 0.078% | |
1/24/2024 | Nilsine Partners LLC | 12,551 | $1.14M | 0.2% | -20.3% | 0.586% | |
1/24/2024 | Private Trust Co. NA | 2,351 | $213K | 0.0% | N/A | 0.110% | |
1/23/2024 | DAVENPORT & Co LLC | 15,174 | $1.37M | 0.0% | +13.1% | 0.703% | |
1/22/2024 | Hudock Inc. | 2,306 | $209K | 0.0% | N/A | 0.107% | |
1/19/2024 | Fulcrum Equity Management | 13,115 | $1.19M | 1.5% | N/A | 0.607% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,103 | $281K | 0.0% | +4.9% | 0.144% | |
1/16/2024 | Raymond James & Associates | 20,658 | $1.87M | 0.0% | +338.4% | 0.956% | |
1/12/2024 | Mutual Advisors LLC | 77,372 | $7.00M | 0.2% | -0.7% | 3.582% | |
1/11/2024 | Brookstone Capital Management | 2,664 | $241K | 0.0% | N/A | 0.123% | |
11/14/2023 | SMI Advisory Services LLC | 43,434 | $3.83M | 1.4% | N/A | 2.373% | |
11/14/2023 | Mutual Advisors LLC | 77,886 | $6.55M | 0.3% | -3.2% | 4.256% | |
11/13/2023 | LPL Financial LLC | 84,976 | $7.15M | 0.0% | -43.4% | 4.643% | |
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11/8/2023 | Atria Wealth Solutions Inc. | 3,471 | $292K | 0.0% | -10.0% | 0.190% | |
11/7/2023 | Kingsview Wealth Management LLC | 8,702 | $732K | 0.0% | +23.0% | 0.476% | |
11/7/2023 | Carr Financial Group Corp | 4,007 | $356K | 0.1% | -7.8% | 0.219% | |
11/1/2023 | Nilsine Partners LLC | 15,746 | $1.32M | 0.2% | +1.0% | 0.865% | |
10/25/2023 | Stegent Equity Advisors Inc. | 22,650 | $1.91M | 2.4% | -3.5% | 1.280% | |
10/24/2023 | J.W. Cole Advisors Inc. | 3,427 | $288K | 0.0% | -7.6% | 0.194% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 2,959 | $249K | 0.0% | -84.5% | 0.167% | |
10/24/2023 | Raymond James & Associates | 4,712 | $396K | 0.0% | -83.8% | 0.266% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 2,418 | $203K | 0.0% | -55.7% | 0.137% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,807 | $741K | 0.0% | -3.0% | 0.498% | |
10/17/2023 | DAVENPORT & Co LLC | 13,422 | $1.13M | 0.0% | -1.3% | 0.763% | |
10/17/2023 | Flagship Harbor Advisors LLC | 3,311 | $278K | 0.0% | +16.5% | 0.188% | |
8/11/2023 | V Wealth Advisors LLC | 4,088 | $335K | 0.1% | -41.5% | 0.165% | |
8/10/2023 | Private Advisor Group LLC | 5,472 | $448K | 0.0% | -49.2% | 0.221% | |
8/9/2023 | Flow Traders U.S. LLC | 4,246 | $348K | 0.0% | -51.3% | 0.171% | |
8/8/2023 | Prospera Financial Services Inc | 2,889 | $237K | 0.0% | N/A | 0.116% | |
8/7/2023 | Stegent Equity Advisors Inc. | 23,471 | $1.92M | 2.1% | -44.0% | 0.946% | |
8/3/2023 | Atria Wealth Solutions Inc. | 3,855 | $316K | 0.0% | +44.9% | 0.155% | |
8/1/2023 | Truist Financial Corp | 25,181 | $2.06M | 0.0% | +0.6% | 1.015% | |
7/31/2023 | LPL Financial LLC | 150,187 | $12.30M | 0.0% | -9.3% | 6.056% | |
7/31/2023 | Mutual Advisors LLC | 80,489 | $6.59M | 0.3% | +1.7% | 3.246% | |
7/31/2023 | Menora Mivtachim Holdings LTD. | 937,350 | $76.74M | 0.7% | -38.0% | 37.796% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 19,055 | $1.56M | 0.0% | +6.9% | 0.756% | |
7/25/2023 | Raymond James & Associates | 29,157 | $2.39M | 0.0% | +1.1% | 1.157% | |
7/25/2023 | Ameritas Advisory Services LLC | 3,140 | $257K | 0.0% | +237.6% | 0.125% | |
7/21/2023 | Nilsine Partners LLC | 15,596 | $1.28M | 0.2% | -2.5% | 0.614% | |
7/20/2023 | DAVENPORT & Co LLC | 13,595 | $1.11M | 0.0% | +7.0% | 0.535% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 12,726 | $1.04M | 0.0% | +1.7% | 0.499% | |
7/17/2023 | Carr Financial Group Corp | 4,345 | $356K | 0.1% | -28.8% | 0.170% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 5,455 | $447K | 0.0% | -27.2% | 0.157% | |
7/11/2023 | Flagship Harbor Advisors LLC | 2,841 | $233K | 0.0% | N/A | 0.082% | |
6/14/2023 | Atria Wealth Solutions Inc. | 2,660 | $221K | 0.0% | +5.6% | 0.061% | |
5/12/2023 | HighTower Advisors LLC | 257,962 | $21.45M | 0.0% | +17.5% | 5.876% | |
5/11/2023 | Envestnet Asset Management Inc. | 7,725 | $643K | 0.0% | +77.7% | 0.176% | |
5/10/2023 | Private Advisor Group LLC | 10,777 | $897K | 0.0% | N/A | 0.245% | |
5/10/2023 | LPL Financial LLC | 165,541 | $13.78M | 0.0% | +28.7% | 3.771% | |
5/5/2023 | Truist Financial Corp | 25,026 | $2.08M | 0.0% | +0.7% | 0.570% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 12,513 | $1.04M | 0.0% | +13.8% | 0.285% | |
5/2/2023 | V Wealth Advisors LLC | 6,988 | $582K | 0.1% | -8.5% | 0.159% | |
5/2/2023 | Harel Insurance Investments & Financial Services Ltd. | 405,000 | $33.71M | 0.7% | N/A | 9.226% | |
4/28/2023 | Ameritas Advisory Services LLC | 930 | $77K | 0.0% | N/A | 0.021% | |
4/27/2023 | DAVENPORT & Co LLC | 12,710 | $1.06M | 0.0% | +183.6% | 0.288% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 4,900 | $408K | 0.0% | +60.7% | 0.111% | |
4/20/2023 | Carr Financial Group Corp | 6,106 | $508K | 0.2% | -34.0% | 0.138% | |
4/20/2023 | Western Financial Corp CA | 3,665 | $305K | 0.2% | N/A | 0.083% | |
4/18/2023 | Stegent Equity Advisors Inc. | 41,931 | $3.49M | 3.5% | +38.2% | 0.949% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 17,825 | $1.48M | 0.0% | -16.9% | 0.400% | |
4/14/2023 | Raymond James & Associates | 28,838 | $2.40M | 0.0% | -3.9% | 0.647% | |
4/11/2023 | Mutual Advisors LLC | 79,180 | $6.59M | 0.3% | +2.9% | 1.775% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 11,000 | $947K | 0.0% | +92.9% | 0.259% | |
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2/9/2023 | HighTower Advisors LLC | 219,500 | $18.89M | 0.0% | +3.1% | 5.177% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 21,458 | $1.85M | 0.0% | +7.5% | 0.506% | |
2/8/2023 | Raymond James & Associates | 29,998 | $2.58M | 0.0% | -7.7% | 0.708% | |
2/8/2023 | UBS Group AG | 22,025 | $1.90M | 0.0% | -4.4% | 0.519% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 5,568 | $479K | 0.0% | +31.8% | 0.131% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,325 | $1.23M | 0.0% | -17.9% | 0.338% | |
2/7/2023 | LPL Financial LLC | 128,584 | $11.07M | 0.0% | +14.2% | 3.033% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,346 | $374K | 0.0% | +2.9% | 0.103% | |
2/2/2023 | Stegent Equity Advisors Inc. | 30,350 | $2.61M | 3.1% | +67.4% | 0.716% | |
2/1/2023 | Great Valley Advisor Group Inc. | 2,415 | $208K | 0.0% | N/A | 0.057% | |