5/9/2024 | Kingsview Wealth Management LLC | 44,880 | $935K | 0.0% | +1.9% | 0.748% | |
5/8/2024 | Avantax Advisory Services Inc. | 73,967 | $1.54M | 0.0% | -38.9% | 1.233% | |
5/7/2024 | Wealthspire Advisors LLC | 30,173 | $629K | 0.0% | -40.0% | 0.503% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 11,687 | $243K | 0.0% | -88.2% | 0.187% | |
4/26/2024 | Trueblood Wealth Management LLC | 32,214 | $671K | 0.4% | -3.9% | 0.515% | |
4/23/2024 | Lunt Capital Management Inc. | 13,843 | $288K | 0.1% | +4.6% | 0.221% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 431,317 | $8.98M | 0.0% | -0.8% | 6.901% | |
4/22/2024 | PFG Investments LLC | 14,305 | $298K | 0.0% | -67.8% | 0.229% | |
4/18/2024 | MorganRosel Wealth Management LLC | 30,767 | $641K | 0.2% | +4.1% | 0.492% | |
4/16/2024 | Maltin Wealth Management Inc. | 257,005 | $5.35M | 3.0% | +8.7% | 4.112% | |
2/9/2024 | Wells Fargo & Company MN | 545,733 | $10.75M | 0.0% | -14.3% | 8.732% | |
2/8/2024 | Kingsview Wealth Management LLC | 44,064 | $868K | 0.0% | -9.5% | 0.705% | |
2/7/2024 | Avantax Advisory Services Inc. | 120,976 | $2.38M | 0.0% | -28.0% | 1.936% | |
2/7/2024 | Wealthspire Advisors LLC | 50,301 | $990K | 0.0% | +2.3% | 0.805% | |
2/6/2024 | Private Advisor Group LLC | 11,101 | $219K | 0.0% | N/A | 0.178% | |
2/6/2024 | National Bank of Canada FI | 34,750 | $673K | 0.0% | -1.7% | 0.556% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 99,318 | $1.96M | 0.0% | -9.5% | 1.589% | |
2/1/2024 | NewSquare Capital LLC | 702,008 | $13.82M | 1.3% | +261.9% | 11.232% | |
1/30/2024 | Lunt Capital Management Inc. | 13,235 | $261K | 0.1% | -52.1% | 0.212% | |
1/25/2024 | International Assets Investment Management LLC | 21,309 | $420K | 0.0% | N/A | 0.341% | |
1/24/2024 | International Assets Investment Management LLC | 21,309 | $420K | 0.0% | N/A | 0.341% | |
1/18/2024 | Trueblood Wealth Management LLC | 33,514 | $660K | 0.4% | N/A | 0.536% | |
1/18/2024 | Maltin Wealth Management Inc. | 236,538 | $4.66M | 3.0% | +0.3% | 3.785% | |
1/17/2024 | PFG Investments LLC | 44,429 | $875K | 0.2% | +228.0% | 0.711% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 434,786 | $8.56M | 0.0% | +1.3% | 6.957% | |
1/16/2024 | Raymond James & Associates | 199,743 | $3.93M | 0.0% | -1.6% | 3.196% | |
11/24/2023 | EP Wealth Advisors LLC | 19,554 | $363K | 0.0% | +182.2% | 0.290% | |
11/13/2023 | Kestra Advisory Services LLC | 13,789 | $256K | 0.0% | +5.0% | 0.204% | |
11/9/2023 | UBS Group AG | 212,337 | $3.94M | 0.0% | -2.6% | 3.146% | |
11/8/2023 | Avantax Advisory Services Inc. | 168,038 | $3.12M | 0.0% | -4.5% | 2.489% | |
11/7/2023 | Kingsview Wealth Management LLC | 48,669 | $903K | 0.0% | -1.2% | 0.721% | |
11/6/2023 | Wealthspire Advisors LLC | 49,180 | $912K | 0.0% | N/A | 0.729% | |
11/6/2023 | PFG Investments LLC | 13,544 | $251K | 0.0% | -70.7% | 0.201% | |
11/3/2023 | NewSquare Capital LLC | 193,962 | $3.60M | 0.4% | -73.3% | 2.874% | |
10/31/2023 | Lunt Capital Management Inc. | 27,647 | $513K | 0.3% | N/A | 0.410% | |
10/30/2023 | MorganRosel Wealth Management LLC | 29,599 | $549K | 0.2% | -2.3% | 0.439% | |
10/25/2023 | Monument Capital Management | 12,095 | $224K | 0.1% | -20.3% | 0.179% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 429,179 | $7.96M | 0.0% | -8.8% | 6.220% | |
10/24/2023 | Raymond James & Associates | 203,026 | $3.77M | 0.0% | +1.1% | 2.942% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 62,508 | $1.16M | 0.0% | +2.2% | 0.906% | |
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10/11/2023 | Maltin Wealth Management Inc. | 235,739 | $4.37M | 2.9% | +1.5% | 3.417% | |
10/10/2023 | Savior LLC | 1,446 | $27K | 0.2% | -88.5% | 0.021% | |
10/10/2023 | National Bank of Canada FI | 35,350 | $654K | 0.0% | -2.9% | 0.512% | |
9/26/2023 | M Holdings Securities Inc. | 11,523 | $219K | 0.0% | -78.2% | 0.143% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 4,712 | $89K | 0.0% | +133.4% | 0.059% | |
8/9/2023 | Flow Traders U.S. LLC | 82,704 | $1.57M | 0.1% | +58.1% | 1.027% | |
8/9/2023 | Coastal Investment Advisors Inc. | 3,521 | $67K | 0.0% | N/A | 0.044% | |
8/8/2023 | Prospera Financial Services Inc | 582,173 | $11.04M | 0.4% | -3.8% | 7.232% | |
8/3/2023 | PFG Investments LLC | 46,236 | $877K | 0.2% | -6.1% | 0.574% | |
8/3/2023 | Maltin Wealth Management Inc. | 232,275 | $4.41M | 0.8% | +0.9% | 2.885% | |
8/3/2023 | NewSquare Capital LLC | 726,041 | $13.77M | 1.4% | +0.1% | 9.019% | |
7/31/2023 | LPL Financial LLC | 107,645 | $2.04M | 0.0% | -29.0% | 1.337% | |
7/26/2023 | National Bank of Canada FI | 36,400 | $688K | 0.0% | -4.5% | 0.452% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 470,664 | $8.93M | 0.0% | +0.5% | 5.847% | |
7/18/2023 | Monument Capital Management | 15,183 | $288K | 0.1% | -60.2% | 0.189% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 61,144 | $1.16M | 0.0% | -8.5% | 0.746% | |
7/7/2023 | Savior LLC | 12,561 | $238K | 1.0% | -92.2% | 0.153% | |
6/5/2023 | EP Wealth Advisors LLC | 19,788 | $306K | 0.0% | N/A | 0.241% | |
5/12/2023 | Prospera Financial Services Inc | 604,957 | $11.21M | 0.5% | -0.9% | 7.378% | |
5/11/2023 | PFG Investments LLC | 49,215 | $912K | 0.2% | N/A | 0.600% | |
5/10/2023 | Resources Investment Advisors LLC. | 27,638 | $512K | 0.0% | +4.9% | 0.337% | |
5/10/2023 | LPL Financial LLC | 151,655 | $2.81M | 0.0% | -14.3% | 1.849% | |
5/1/2023 | NewSquare Capital LLC | 725,371 | $13.44M | 1.6% | +8.4% | 8.484% | |
4/28/2023 | Avantax Advisory Services Inc. | 181,497 | $3.36M | 0.0% | +131.9% | 2.123% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,492 | $27K | 0.0% | N/A | 0.017% | |
4/28/2023 | Janney Montgomery Scott LLC | 11,181 | $207K | 0.0% | N/A | 0.131% | |
4/21/2023 | Monument Capital Management | 38,109 | $706K | 0.2% | -15.8% | 0.446% | |
4/20/2023 | Daymark Wealth Partners LLC | 12,191 | $226K | 0.0% | N/A | 0.143% | |
4/20/2023 | Maltin Wealth Management Inc. | 230,264 | $4.27M | 3.1% | +1.4% | 2.693% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 468,163 | $8.68M | 0.0% | +9.8% | 5.476% | |
4/14/2023 | Raymond James & Associates | 200,936 | $3.72M | 0.0% | +31.1% | 2.350% | |
4/13/2023 | MorganRosel Wealth Management LLC | 30,765 | $570K | 0.2% | -5.5% | 0.360% | |
3/6/2023 | OLD Mission Capital LLC | 55,742 | $992K | 0.0% | -68.2% | 0.680% | |
2/17/2023 | Maltin Wealth Management Inc. | 227,144 | $4.04M | 2.9% | +5.8% | 2.770% | |
2/14/2023 | Heron Financial Group LLC | 52,367 | $937K | 0.6% | -33.3% | 0.639% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 18,813 | $335K | 0.0% | -10.1% | 0.229% | |
2/13/2023 | M Holdings Securities Inc. | 22,415 | $399K | 0.0% | N/A | 0.273% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 2,022 | $36K | 0.0% | -57.3% | 0.025% | |
2/10/2023 | Blair William & Co. IL | 10,580 | $188K | 0.0% | -12.1% | 0.129% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 426,503 | $7.59M | 0.0% | +1.8% | 5.201% | |
2/8/2023 | Raymond James & Associates | 153,288 | $2.73M | 0.0% | -7.1% | 1.869% | |
2/8/2023 | UBS Group AG | 227,177 | $4.04M | 0.0% | -25.6% | 2.770% | |
2/8/2023 | Belpointe Asset Management LLC | 7,607 | $135K | 0.0% | -10.9% | 0.093% | |
2/8/2023 | Prospera Financial Services Inc | 610,332 | $10.86M | 0.5% | +327.2% | 7.443% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 60,791 | $1.08M | 0.0% | -31.8% | 0.741% | |
2/7/2023 | Commonwealth Equity Services LLC | 13,671 | $243K | 0.0% | -58.7% | 0.167% | |
2/7/2023 | LPL Financial LLC | 176,868 | $3.15M | 0.0% | -57.3% | 2.157% | |
2/7/2023 | Envestnet Asset Management Inc. | 22,653 | $403K | 0.0% | +20.3% | 0.276% | |
2/7/2023 | NewSquare Capital LLC | 669,371 | $11.91M | 1.5% | +423.6% | 8.163% | |
1/31/2023 | Kestra Advisory Services LLC | 12,209 | $217K | 0.0% | -4.5% | 0.149% | |
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1/30/2023 | International Assets Investment Management LLC | 16,068 | $413K | 0.0% | N/A | 0.196% | |
1/27/2023 | Monument Capital Management | 45,243 | $805K | 0.3% | -25.5% | 0.552% | |
1/25/2023 | Cyndeo Wealth Partners LLC | 11,623 | $207K | 0.0% | N/A | 0.142% | |
1/24/2023 | International Assets Investment Management LLC | 16,068 | $413K | 0.1% | N/A | 0.196% | |
1/20/2023 | MorganRosel Wealth Management LLC | 32,546 | $579K | 0.3% | +15.1% | 0.399% | |
1/18/2023 | Private Advisor Group LLC | 15,113 | $269K | 0.0% | -25.7% | 0.185% | |
1/13/2023 | Savior LLC | 160,997 | $2.86M | 2.6% | -2.2% | 1.975% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 10,063 | $179K | 0.0% | -13.9% | 0.123% | |
11/15/2022 | Belpointe Asset Management LLC | 8,542 | $140K | 0.0% | -11.2% | 0.108% | |
11/14/2022 | OLD Mission Capital LLC | 175,308 | $2.87M | 0.1% | +351.4% | 2.219% | |