5/2/2024 | Pacific Wealth Strategies Group Inc. | 623,405 | $7.36M | 6.1% | +3.5% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 171,848 | $2.03M | 0.0% | -6.3% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 159,114 | $1.88M | 0.0% | -16.3% | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 16,374 | $193K | 0.1% | +13.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 20,216 | $239K | 0.0% | N/A | 0.000% | |
4/18/2024 | Mirador Capital Partners LP | 88,046 | $1.04M | 0.2% | -7.5% | 0.000% | |
|
4/18/2024 | SteelPeak Wealth LLC | 10,000 | $118K | 0.0% | N/A | 0.000% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 233,815 | $2.76M | 0.8% | -0.7% | 0.000% | |
4/17/2024 | Burns J W & Co. Inc. NY | 146,808 | $1.73M | 0.2% | +39.7% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 31,333 | $363K | 0.0% | -18.4% | 0.000% | |
4/11/2024 | Cadent Capital Advisors LLC | 50,150 | $592K | 0.2% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 9,816 | $113K | 0.0% | -75.3% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 124,382 | $1.43M | 0.3% | +10.4% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 2,382 | $27K | 0.0% | N/A | 0.000% | |
2/14/2024 | Connectus Wealth LLC | 31,960 | $367K | 0.0% | +5.4% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 13,465 | $154K | 0.0% | +17.4% | 0.000% | |
2/8/2024 | Clarity Capital Advisors LLC | 12,581 | $144K | 0.1% | N/A | 0.000% | |
2/8/2024 | Meridian Wealth Management LLC | 22,880 | $262K | 0.0% | +4.0% | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 17,264 | $198K | 0.0% | -27.6% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 183,337 | $2.10M | 0.0% | -2.0% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,649 | $145K | 0.0% | +11.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 4,406 | $51K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 90,069 | $1.03M | 0.0% | +8.0% | 0.000% | |
2/6/2024 | Spire Wealth Management | 20,172 | $232K | 0.0% | -11.1% | 0.000% | |
2/6/2024 | Sheets Smith Wealth Management | 24,345 | $279K | 0.0% | -3.6% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 107,913 | $1.24M | 0.0% | +18.0% | 0.000% | |
2/5/2024 | Greatmark Investment Partners Inc. | 280,287 | $3.22M | 0.5% | -2.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 11,853 | $136K | 0.0% | N/A | 0.000% | |
1/31/2024 | Zhang Financial LLC | 11,845 | $136K | 0.0% | N/A | 0.000% | |
1/30/2024 | TNF LLC | 20,182 | $235K | 0.1% | -38.5% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,040 | $35K | 0.0% | -76.7% | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 44,516 | $511K | 0.0% | -8.6% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 440,402 | $50.51M | 0.0% | +1,048.1% | 0.000% | |
1/24/2024 | Tempus Wealth Planning LLC | 30,565 | $351K | 0.2% | N/A | 0.000% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 235,483 | $2.70M | 0.8% | -1.7% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 68,078 | $781K | 0.0% | -8.3% | 0.000% | |
1/19/2024 | Mirador Capital Partners LP | 95,192 | $1.09M | 0.2% | -9.7% | 0.000% | |
1/19/2024 | Realta Investment Advisors | 14,327 | $164K | 0.0% | -10.6% | 0.000% | |
1/18/2024 | Burns J W & Co. Inc. NY | 105,065 | $1.21M | 0.2% | +3.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 107,376 | $1.23M | 0.0% | +1.1% | 0.000% | |
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1/16/2024 | Raymond James & Associates | 160,072 | $1.84M | 0.0% | -4.2% | 0.000% | |
1/16/2024 | MKT Advisors LLC | 43,525 | $487K | 0.3% | -9.4% | 0.000% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 4,364 | $50K | 0.0% | +93.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,336 | $182K | 0.0% | -27.4% | 0.000% | |
11/30/2023 | ARQ Wealth Advisors LLC | 84,679 | $945K | 0.7% | -1.7% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 16,487 | $184K | 0.0% | N/A | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 27,733 | $310K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 685,335 | $7.65M | 0.2% | +12.5% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 98,365 | $1.10M | 0.6% | -5.8% | 0.000% | |
11/13/2023 | Mariner LLC | 235,958 | $2.63M | 0.0% | -14.3% | 0.000% | |
11/13/2023 | LPL Financial LLC | 1,057,278 | $11.80M | 0.0% | +3.8% | 0.000% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 2,251 | $25K | 0.0% | -48.4% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 21,959 | $245K | 0.0% | -56.8% | 0.000% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 48,691 | $543K | 0.0% | -7.3% | 0.000% | |
11/9/2023 | UBS Group AG | 198,411 | $2.21M | 0.0% | -1.8% | 0.000% | |
11/8/2023 | Idaho Trust Bank | 10,200 | $114K | 0.1% | N/A | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 187,072 | $2.09M | 0.0% | -3.0% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 22,094 | $247K | 0.0% | -14.8% | 0.000% | |
11/8/2023 | Spire Wealth Management | 22,703 | $253K | 0.0% | -18.7% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 91,436 | $1.02M | 0.0% | +1.6% | 0.000% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 603,055 | $6.73M | 7.1% | +11.7% | 0.000% | |
11/1/2023 | Verus Capital Partners LLC | 14,193 | $158K | 0.0% | +28.4% | 0.000% | |
10/31/2023 | Cook Wealth Management Group LLC | 14,038 | $152K | 0.1% | N/A | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 74,685 | $833K | 0.0% | -4.7% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 106,196 | $1.19M | 0.0% | +1.3% | 0.000% | |
10/24/2023 | Raymond James & Associates | 167,149 | $1.87M | 0.0% | -7.9% | 0.000% | |
10/20/2023 | TNF LLC | 32,830 | $362K | 0.2% | -10.4% | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 74,280 | $829K | 0.0% | -4.3% | 0.000% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 10,347 | $115K | 0.0% | -11.2% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 230,550 | $2.57M | 0.0% | +1.2% | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 38,359 | $423K | 0.0% | -5.0% | 0.000% | |
10/5/2023 | Mirador Capital Partners LP | 105,369 | $1.18M | 0.3% | -8.8% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 38,359 | $423K | 0.0% | -5.0% | 0.000% | |
8/23/2023 | TNF LLC | 36,660 | $412K | 0.2% | -4.1% | 0.000% | |
8/18/2023 | ARQ Wealth Advisors LLC | 86,115 | $967K | 0.6% | +13.8% | 0.000% | |
8/14/2023 | Mirador Capital Partners LP | 115,477 | $1.30M | 0.3% | -13.0% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 26,402 | $296K | 0.1% | N/A | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 50,865 | $571K | 0.0% | +130.0% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 689,309 | $7.74M | 0.1% | +7.0% | 0.000% | |
8/10/2023 | Sykon Capital LLC | 21,000 | $236K | 0.2% | N/A | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 27,240 | $306K | 0.0% | -90.8% | 0.000% | |
8/9/2023 | Coastal Investment Advisors Inc. | 16,024 | $180K | 0.0% | +12.6% | 0.000% | |
8/8/2023 | Geneos Wealth Management Inc. | 13,040 | $146K | 0.0% | +328.9% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 89,996 | $1.01M | 0.0% | +3.7% | 0.000% | |
8/8/2023 | Chicago Partners Investment Group LLC | 19,980 | $228K | 0.0% | -12.3% | 0.000% | |
8/4/2023 | Apollon Wealth Management LLC | 81,938 | $920K | 0.0% | +2.0% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 25,920 | $291K | 0.0% | -15.7% | 0.000% | |
8/3/2023 | Samalin Investment Counsel LLC | 104,414 | $1.17M | 0.6% | -1.7% | 0.000% | |
8/3/2023 | Dumont & Blake Investment Advisors LLC | 239,937 | $2.69M | 0.9% | -1.3% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 12,062 | $135K | 0.0% | -8.5% | 0.000% | |
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8/2/2023 | Greatmark Investment Partners Inc. | 285,926 | $3.21M | 0.5% | +5.7% | 0.000% | |
8/2/2023 | Meridian Wealth Management LLC | 21,444 | $241K | 0.0% | +10.2% | 0.000% | |
8/1/2023 | MKT Advisors LLC | 48,225 | $549K | 0.4% | -18.8% | 0.000% | |
7/31/2023 | LPL Financial LLC | 1,018,530 | $11.44M | 0.0% | +39.9% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 22,493 | $253K | 0.0% | -6.4% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 192,873 | $2.17M | 0.0% | -4.2% | 0.000% | |
7/26/2023 | Pacific Wealth Strategies Group Inc. | 539,766 | $6.06M | 6.2% | +3.6% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 104,829 | $1.18M | 0.0% | -1.7% | 0.000% | |
7/25/2023 | Raymond James & Associates | 181,485 | $2.04M | 0.0% | -12.3% | 0.000% | |
7/25/2023 | SAM Advisors LLC | 19,685 | $220K | 0.1% | N/A | 0.000% | |