5/7/2024 | Atomi Financial Group Inc. | 5,077 | $200K | 0.0% | N/A | 0.129% | |
4/29/2024 | Commonwealth Equity Services LLC | 56,695 | $2.24M | 0.0% | +25.8% | 1.435% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 15,364 | $606K | 0.3% | -2.9% | 0.389% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 88,842 | $3.50M | 0.0% | -0.5% | 2.249% | |
4/11/2024 | 17 Capital Partners LLC | 5,210 | $205K | 0.2% | N/A | 0.064% | |
2/6/2024 | Lincoln National Corp | 16,102 | $564K | 0.0% | -36.0% | 0.196% | |
|
2/5/2024 | Kestra Private Wealth Services LLC | 8,461 | $296K | 0.0% | -5.7% | 0.103% | |
1/26/2024 | Williams & Novak LLC | 8,940 | $313K | 0.4% | N/A | 0.109% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 28,385 | $993K | 0.0% | +1.3% | 0.346% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 8,940 | $311K | 0.0% | -23.9% | 0.109% | |
11/16/2023 | Integrated Advisors Network LLC | 20,910 | $671K | 0.0% | -5.4% | 0.255% | |
11/8/2023 | Spire Wealth Management | 3,598 | $115K | 0.0% | -18.0% | 0.044% | |
11/8/2023 | Moors & Cabot Inc. | 20,139 | $646K | 0.0% | -5.8% | 0.246% | |
11/8/2023 | Kestra Private Wealth Services LLC | 8,973 | $288K | 0.0% | -86.6% | 0.109% | |
11/6/2023 | Lincoln National Corp | 25,152 | $807K | 0.0% | -11.3% | 0.307% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,018 | $899K | 0.0% | -3.9% | 0.342% | |
10/23/2023 | Commonwealth Equity Services LLC | 50,611 | $1.63M | 0.0% | -15.7% | 0.617% | |
10/18/2023 | Demars Financial Group LLC | 35,776 | $1.15M | 0.7% | -3.9% | 0.436% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 17,165 | $551K | 0.3% | -11.3% | 0.209% | |
10/12/2023 | IFP Advisors Inc | 9,350 | $300K | 0.0% | -25.5% | 0.114% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 11,740 | $377K | 0.0% | -7.1% | 0.143% | |
8/10/2023 | Commonwealth Equity Services LLC | 60,037 | $1.97M | 0.0% | -28.3% | 0.732% | |
8/10/2023 | Moors & Cabot Inc. | 21,384 | $702K | 0.0% | +7.5% | 0.261% | |
8/9/2023 | Spire Wealth Management | 4,388 | $144K | 0.0% | -10.5% | 0.054% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,000 | $33K | 0.0% | N/A | 0.012% | |
8/8/2023 | Kestra Private Wealth Services LLC | 67,163 | $2.20M | 0.1% | -0.7% | 0.819% | |
8/7/2023 | Lincoln National Corp | 28,370 | $931K | 0.0% | -7.4% | 0.346% | |
8/4/2023 | IFP Advisors Inc | 12,548 | $314K | 0.0% | -14.5% | 0.153% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 12,640 | $415K | 0.0% | N/A | 0.154% | |
8/1/2023 | Signaturefd LLC | 3,000 | $98K | 0.0% | N/A | 0.037% | |
7/31/2023 | LPL Financial LLC | 32,849 | $1.08M | 0.0% | -11.2% | 0.401% | |
7/31/2023 | Principle Wealth Partners LLC | 23,068 | $757K | 0.1% | -21.0% | 0.281% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 7,874 | $258K | 0.0% | -28.2% | 0.096% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,144 | $956K | 0.0% | -1.4% | 0.355% | |
7/21/2023 | Newbridge Financial Services Group Inc. | 19,349 | $635K | 0.3% | -11.5% | 0.236% | |
7/20/2023 | Demars Financial Group LLC | 37,218 | $1.22M | 0.7% | -7.3% | 0.454% | |
5/11/2023 | Commonwealth Equity Services LLC | 83,778 | $2.64M | 0.0% | -11.2% | 1.022% | |
5/9/2023 | Spire Wealth Management | 4,905 | $154K | 0.0% | -27.5% | 0.060% | |
5/8/2023 | Integrated Advisors Network LLC | 22,115 | $696K | 0.0% | -33.2% | 0.270% | |
5/8/2023 | Sigma Planning Corp | 6,906 | $217K | 0.0% | -19.6% | 0.084% | |
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5/2/2023 | Lincoln National Corp | 30,644 | $965K | 0.0% | +18.8% | 0.374% | |
4/20/2023 | Demars Financial Group LLC | 40,140 | $1.26M | 0.7% | +14.5% | 0.490% | |
4/18/2023 | IFP Advisors Inc | 14,670 | $367K | 0.0% | +11.5% | 0.179% | |
4/18/2023 | Newbridge Financial Services Group Inc. | 21,871 | $689K | 0.4% | -7.6% | 0.267% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 29,557 | $931K | 0.0% | -2.2% | 0.360% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 12,219 | $378K | 0.0% | -22.2% | 0.000% | |
3/6/2023 | Rockefeller Capital Management L.P. | 237,823 | $7.36M | 0.0% | -40.3% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 12,440 | $385K | 0.0% | N/A | 0.000% | |
2/10/2023 | XML Financial LLC | 66,846 | $2.07M | 0.3% | -0.7% | 0.000% | |
2/10/2023 | Moors & Cabot Inc. | 20,032 | $620K | 0.0% | +29.5% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 30,233 | $936K | 0.0% | -87.1% | 0.000% | |
2/8/2023 | UBS Group AG | 4,471 | $138K | 0.0% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,862 | $584K | 0.0% | +28.7% | 0.000% | |
2/8/2023 | Lincoln National Corp | 25,785 | $798K | 0.0% | +1.7% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 94,389 | $2.92M | 0.0% | -18.5% | 0.000% | |
2/7/2023 | LPL Financial LLC | 38,647 | $1.20M | 0.0% | -5.2% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 60,544 | $1.87M | 0.0% | +72.3% | 0.000% | |
2/7/2023 | Moors & Cabot Inc. | 11,992 | $407K | 0.0% | -22.5% | 0.000% | |
2/3/2023 | Spire Wealth Management | 6,764 | $209K | 0.0% | -10.8% | 0.000% | |
2/2/2023 | Principle Wealth Partners LLC | 38,477 | $1.19M | 0.1% | -13.5% | 0.000% | |
2/2/2023 | Integrated Advisors Network LLC | 33,115 | $1.03M | 0.1% | -8.9% | 0.000% | |
2/1/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,188 | $222K | 0.1% | -5.0% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 7,732 | $239K | 0.0% | -95.9% | 0.000% | |
2/1/2023 | Kestra Private Wealth Services LLC | 66,474 | $2.06M | 0.1% | -1.4% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 83,629 | $2.59M | 0.0% | +9.9% | 0.000% | |
1/30/2023 | Concord Wealth Partners | 2,068 | $64K | 0.0% | N/A | 0.000% | |
1/20/2023 | Schrum Private Wealth Management LLC | 10,186 | $315K | 0.4% | -7.5% | 0.000% | |
1/17/2023 | Newbridge Financial Services Group Inc. | 23,674 | $733K | 0.4% | -2.0% | 0.000% | |
11/15/2022 | Principle Wealth Partners LLC | 44,461 | $1.25M | 0.1% | -2.6% | 0.000% | |
11/15/2022 | Commonwealth Equity Services LLC | 115,763 | $3.26M | 0.0% | -1.0% | 0.000% | |
11/9/2022 | Pecaut & CO. | 113,556 | $3.20M | 1.7% | +17.8% | 0.000% | |
11/8/2022 | Moors & Cabot Inc. | 15,465 | $436K | 0.0% | +7.7% | 0.000% | |
11/7/2022 | Spire Wealth Management | 7,584 | $214K | 0.0% | -42.8% | 0.000% | |
11/4/2022 | XML Financial LLC | 67,349 | $1.90M | 0.3% | +8.6% | 0.000% | |
11/4/2022 | Lincoln National Corp | 25,346 | $714K | 0.0% | +30.6% | 0.000% | |
11/3/2022 | Global Retirement Partners LLC | 6,049 | $192K | 0.0% | -14.7% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 398,334 | $11.22M | 0.1% | -8.1% | 0.000% | |
11/1/2022 | Kestra Advisory Services LLC | 76,116 | $2.14M | 0.0% | -29.7% | 0.000% | |
10/27/2022 | Coastal Investment Advisors Inc. | 1,000 | $28K | 0.0% | N/A | 0.000% | |
10/27/2022 | Schrum Private Wealth Management LLC | 11,006 | $310K | 0.4% | -16.7% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 234,937 | $6.62M | 0.0% | +1.5% | 0.000% | |
10/21/2022 | Demars Financial Group LLC | 43,636 | $1.23M | 0.7% | -65.6% | 0.000% | |
10/21/2022 | Crown Wealth Group LLC | 76,736 | $2.16M | 2.2% | -28.1% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 14,659 | $413K | 0.0% | -23.2% | 0.000% | |
10/13/2022 | Newbridge Financial Services Group Inc. | 24,151 | $680K | 0.4% | +16.5% | 0.000% | |
9/16/2022 | Private Trust Co. NA | 4,500 | $131K | 0.0% | N/A | 0.000% | |
8/15/2022 | Kestra Private Wealth Services LLC | 86,105 | $2.51M | 0.1% | +1,053.1% | 0.000% | |
8/11/2022 | Sigma Planning Corp | 8,137 | $237K | 0.0% | N/A | 0.000% | |
8/8/2022 | Moors & Cabot Inc. | 14,366 | $418K | 0.0% | +17.7% | 0.000% | |
8/8/2022 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,753 | $246K | 0.1% | -5.7% | 0.000% | |
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8/5/2022 | Meridian Wealth Management LLC | 21,462 | $625K | 0.1% | N/A | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 66,560 | $1.94M | 0.1% | +63.7% | 0.000% | |
8/4/2022 | Pecaut & CO. | 96,393 | $2.81M | 1.6% | N/A | 0.000% | |
8/3/2022 | Envestnet Asset Management Inc. | 45,175 | $1.32M | 0.0% | +38.9% | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 187,441 | $5.55M | 0.0% | +4.7% | 0.000% | |
8/2/2022 | Principle Wealth Partners LLC | 45,663 | $1.33M | 0.2% | N/A | 0.000% | |
8/2/2022 | Lincoln National Corp | 19,412 | $565K | 0.0% | +83.6% | 0.000% | |
8/1/2022 | Ellis Investment Partners LLC | 1,423 | $41K | 0.0% | -49.8% | 0.000% | |
8/1/2022 | XML Financial LLC | 62,040 | $1.81M | 0.4% | N/A | 0.000% | |
7/29/2022 | Beck Bode LLC | 149,534 | $4.35M | 0.9% | N/A | 0.000% | |