5/8/2024 | Thoroughbred Financial Services LLC | 17,239 | $709K | 0.1% | -11.6% | 0.462% | |
4/30/2024 | Consolidated Portfolio Review Corp | 12,120 | $499K | 0.1% | N/A | 0.325% | |
4/30/2024 | Foundry Financial Group Inc. | 132,319 | $5.45M | 3.9% | +7.9% | 3.547% | |
4/30/2024 | Perigon Wealth Management LLC | 65,861 | $2.71M | 0.1% | N/A | 1.795% | |
4/29/2024 | Commonwealth Equity Services LLC | 115,649 | $4.76M | 0.0% | +15.3% | 3.151% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 15,755 | $649K | 0.4% | -2.0% | 0.429% | |
|
4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,111 | $1.73M | 0.0% | +401.0% | 1.147% | |
4/22/2024 | PFG Investments LLC | 12,120 | $499K | 0.0% | N/A | 0.330% | |
4/22/2024 | Beacon Financial Planning Inc. | 28,901 | $1.19M | 0.8% | +236.2% | 0.787% | |
4/18/2024 | SeaCrest Wealth Management LLC | 8,150 | $336K | 0.0% | -4.6% | 0.222% | |
4/18/2024 | Synergy Asset Management LLC | 4,940 | $203K | 0.0% | -43.9% | 0.135% | |
4/18/2024 | Breakwater Capital Group | 138,446 | $5.70M | 1.4% | +12.5% | 3.772% | |
4/18/2024 | WJ Wealth Management LLC | 68,734 | $2.83M | 1.1% | -37.6% | 1.873% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 29,484 | $1.21M | 0.5% | +143.3% | 2.437% | |
4/9/2024 | Mather Group LLC. | 3,633 | $145K | 0.0% | N/A | 0.300% | |
2/12/2024 | TD Capital Management LLC | 1,305 | $52K | 0.0% | +29.7% | 0.108% | |
2/9/2024 | Thoroughbred Financial Services LLC | 19,500 | $777K | 0.1% | N/A | 1.612% | |
2/8/2024 | Financial Advocates Investment Management | 17,403 | $694K | 0.0% | +21.8% | 1.438% | |
2/7/2024 | Northwest Financial Advisors | 1,509 | $60K | 0.1% | N/A | 0.125% | |
2/6/2024 | New York Life Investment Management LLC | 265,940 | $10.61M | 0.1% | N/A | 21.979% | |
2/2/2024 | Atria Wealth Solutions Inc. | 21,328 | $851K | 0.0% | +32.6% | 1.763% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 12,117 | $483K | 0.2% | +720.4% | 1.001% | |
1/29/2024 | Beacon Financial Planning Inc. | 8,596 | $343K | 0.3% | N/A | 0.710% | |
1/26/2024 | Fox Financial Inc | 13,238 | $528K | 0.5% | N/A | 1.094% | |
1/26/2024 | Geneos Wealth Management Inc. | 800 | $32K | 0.0% | +700.0% | 0.066% | |
1/24/2024 | Breakwater Capital Group | 123,064 | $4.85M | 1.4% | +11.3% | 10.171% | |
1/23/2024 | Foundry Financial Group Inc. | 122,620 | $4.89M | 4.1% | N/A | 10.134% | |
1/19/2024 | Synergy Asset Management LLC | 8,800 | $351K | 0.1% | N/A | 0.727% | |
1/18/2024 | SeaCrest Wealth Management LLC | 8,539 | $329K | 0.0% | N/A | 0.706% | |
1/18/2024 | Good Life Advisors LLC | 48,201 | $1.92M | 0.2% | N/A | 3.984% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 16,076 | $641K | 0.4% | N/A | 1.329% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,405 | $335K | 0.0% | N/A | 0.695% | |
1/16/2024 | WJ Wealth Management LLC | 110,142 | $4.39M | 1.9% | N/A | 9.103% | |
11/13/2023 | LPL Financial LLC | 381,688 | $13.61M | 0.0% | +39.9% | 31.544% | |
11/8/2023 | Atria Wealth Solutions Inc. | 16,087 | $574K | 0.0% | N/A | 1.330% | |
11/7/2023 | Advisors Preferred LLC | 1,302 | $46K | 0.0% | N/A | 0.108% | |
11/6/2023 | Breakwater Capital Group | 110,525 | $3.77M | 1.3% | +111.4% | 9.134% | |
11/3/2023 | Private Advisor Group LLC | 35,602 | $1.27M | 0.0% | N/A | 2.942% | |
10/23/2023 | Commonwealth Equity Services LLC | 60,652 | $2.16M | 0.0% | N/A | 5.013% | |
10/17/2023 | GHP Investment Advisors Inc. | 17,055 | $594K | 0.0% | +7.8% | 1.410% | |
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10/10/2023 | DHJJ Financial Advisors Ltd. | 1,477 | $53K | 0.0% | N/A | 0.122% | |
7/31/2023 | LPL Financial LLC | 272,873 | $9.84M | 0.0% | +1.2% | 31.008% | |
7/26/2023 | Janney Montgomery Scott LLC | 6,225 | $224K | 0.0% | -42.0% | 0.707% | |
7/24/2023 | Breakwater Capital Group | 52,277 | $1.89M | 0.7% | N/A | 5.941% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 135,276 | $4.88M | 0.0% | -1.2% | 15.372% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 136,901 | $4.63M | 0.0% | +4.6% | 15.557% | |
5/11/2023 | Financial Advocates Investment Management | 14,313 | $484K | 0.0% | +16.7% | 1.626% | |
5/10/2023 | LPL Financial LLC | 269,657 | $9.12M | 0.0% | +6.5% | 30.643% | |
5/3/2023 | Advisors Preferred LLC | 1,099 | $37K | 0.0% | N/A | 0.125% | |
4/28/2023 | Janney Montgomery Scott LLC | 10,725 | $363K | 0.0% | +22.9% | 1.219% | |
4/12/2023 | Flagship Harbor Advisors LLC | 9,813 | $332K | 0.0% | -5.7% | 1.168% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 130,922 | $4.27M | 0.0% | +1.1% | 0.000% | |
2/7/2023 | LPL Financial LLC | 253,139 | $8.26M | 0.0% | +6.1% | 0.000% | |
1/13/2023 | Flagship Harbor Advisors LLC | 10,405 | $339K | 0.0% | -9.0% | 0.000% | |
11/15/2022 | Financial Advocates Investment Management | 11,483 | $347K | 0.0% | +3.4% | 0.000% | |
11/7/2022 | Advisors Preferred LLC | 906 | $28K | 0.0% | N/A | 0.000% | |
10/26/2022 | Truist Financial Corp | 12,550 | $379K | 0.0% | N/A | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 8,725 | $263K | 0.0% | -41.7% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 129,438 | $3.91M | 0.0% | +0.5% | 0.000% | |
10/13/2022 | Flagship Harbor Advisors LLC | 11,432 | $345K | 0.0% | -65.9% | 0.000% | |
8/12/2022 | Financial Advocates Investment Management | 11,107 | $344K | 0.0% | N/A | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 14,975 | $471K | 0.0% | -24.6% | 0.000% | |
7/13/2022 | Flagship Harbor Advisors LLC | 33,557 | $1.04M | 0.1% | -66.9% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 128,801 | $3.99M | 0.0% | +9.9% | 0.000% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 117,242 | $4.22M | 0.0% | N/A | 0.000% | |
5/4/2022 | Janney Montgomery Scott LLC | 19,851 | $714K | 0.0% | +59.1% | 0.000% | |
4/13/2022 | Flagship Harbor Advisors LLC | 101,355 | $3.65M | 0.4% | +57.5% | 0.000% | |
2/15/2022 | MML Investors Services LLC | 62,037 | $2.43M | 0.0% | N/A | 0.000% | |
2/14/2022 | LPL Financial LLC | 123,138 | $4.82M | 0.0% | +11.7% | 0.000% | |
2/11/2022 | Equitable Holdings Inc. | 6,886 | $270K | 0.0% | N/A | 0.000% | |
2/7/2022 | Advisors Preferred LLC | 693 | $27K | 0.0% | N/A | 0.000% | |
1/27/2022 | Janney Montgomery Scott LLC | 12,475 | $488K | 0.0% | N/A | 0.000% | |
11/16/2021 | LPL Financial LLC | 110,226 | $4.04M | 0.0% | +273.9% | 0.000% | |
11/12/2021 | GHP Investment Advisors Inc. | 16,665 | $611K | 0.0% | +3.6% | 0.000% | |
11/10/2021 | Goldman Sachs Group Inc. | 30,332 | $1.11M | 0.0% | N/A | 0.000% | |
10/25/2021 | Cardan Capital Partners LLC | 15,543 | $570K | 0.1% | -79.1% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 12,661 | $465K | 0.0% | +162.1% | 0.000% | |
8/13/2021 | LPL Financial LLC | 29,481 | $1.08M | 0.0% | +1.4% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 4,830 | $178K | 0.0% | N/A | 0.000% | |
5/13/2021 | Mutual Advisors LLC | 205,759 | $7.59M | 0.5% | N/A | 0.000% | |
5/12/2021 | UBS Group AG | 1,473 | $54K | 0.0% | +625.6% | 0.000% | |
3/30/2021 | Koshinski Asset Management Inc. | 22,968 | $2.32M | 0.2% | N/A | 0.000% | |
3/26/2021 | Susquehanna International Group LLP | 10,959 | $351K | 0.0% | N/A | 0.000% | |
2/12/2021 | LPL Financial LLC | 25,499 | $816K | 0.0% | +3.5% | 0.000% | |
2/5/2021 | Koshinski Asset Management Inc. | 22,968 | $2.32M | 0.2% | N/A | 0.000% | |
2/2/2021 | Koshinski Asset Management Inc. | 22,968 | $2.32M | 0.5% | N/A | 0.000% | |
12/29/2020 | Wealth Advisory Solutions LLC | 16,774 | $427K | 0.1% | +3.2% | 0.000% | |
11/9/2020 | LPL Financial LLC | 24,643 | $628K | 0.0% | +3.8% | 0.000% | |
8/6/2020 | GHP Investment Advisors Inc. | 26,898 | $681K | 0.1% | +5.2% | 0.000% | |
5/13/2020 | GHP Investment Advisors Inc. | 25,558 | $548K | 0.1% | +175.7% | 0.000% | |
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