5/2/2024 | Choreo LLC | 14,643 | $121K | 0.0% | -17.0% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 181,488 | $1.50M | 0.0% | -18.5% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 10,301 | $84K | 0.0% | N/A | 0.000% | |
4/30/2024 | Hartline Investment Corp | 37,762 | $312K | 0.1% | N/A | 0.000% | |
4/30/2024 | SpiderRock Advisors LLC | 14,000 | $112K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 603,817 | $4.98M | 0.0% | +3.1% | 0.000% | |
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4/29/2024 | Wealthspan Partners LLC | 35,413 | $292K | 0.2% | N/A | 0.000% | |
4/24/2024 | Spire Wealth Management | 159,670 | $1.32M | 0.1% | -0.8% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,578,309 | $13.02M | 0.0% | -28.9% | 0.000% | |
4/22/2024 | Raymond James & Associates | 2,106,991 | $17.38M | 0.0% | -3.5% | 0.000% | |
4/19/2024 | Kovack Advisors Inc. | 17,428 | $144K | 0.0% | +7.9% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 232,545 | $1.92M | 0.0% | -13.4% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 139,611 | $1.15M | 0.2% | -2.8% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 117,343 | $968K | 0.1% | +35.3% | 0.000% | |
4/16/2024 | Shulman DeMeo Asset Management LLC | 144,659 | $1.19M | 0.3% | -1.0% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 161,765 | $1.34M | 0.0% | -6.8% | 0.000% | |
4/15/2024 | Investment Partners Asset Management Inc. | 60,371 | $498K | 0.4% | -3.3% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 50,316 | $415K | 0.0% | -32.6% | 0.000% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 27,989 | $227K | 0.0% | -39.7% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 22,515 | $185K | 0.0% | +10.4% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 10,793 | $89K | 0.0% | N/A | 0.000% | |
4/9/2024 | Stolper Co | 60,862 | $502K | 0.2% | +3.7% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 95,722 | $789K | 0.1% | -3.5% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 19,747 | $152K | 0.0% | -9.8% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 4,431 | $34K | 0.0% | N/A | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 77,816 | $598K | 0.2% | -31.2% | 0.000% | |
2/14/2024 | NCM Capital Management LLC | 10,111 | $78K | 0.0% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 36,645 | $282K | 0.0% | N/A | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 11,295 | $87K | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 951,754 | $7.32M | 0.0% | +7.7% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 255,309 | $1.96M | 0.0% | -2.2% | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 27,552 | $212K | 0.0% | +8.7% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 76,021 | $585K | 0.0% | +3.2% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 45,820 | $352K | 0.0% | -5.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 3,199,012 | $24.60M | 0.0% | +26.9% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 1,189,889 | $9.15M | 0.4% | +122.8% | 0.000% | |
2/9/2024 | UBS Group AG | 1,185,447 | $9.12M | 0.0% | -6.6% | 0.000% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 18,788 | $144K | 0.0% | -33.6% | 0.000% | |
2/8/2024 | Brown Advisory Inc. | 38,614 | $297K | 0.0% | +85.0% | 0.000% | |
2/8/2024 | Level Four Advisory Services LLC | 42,808 | $329K | 0.0% | +21.0% | 0.000% | |
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2/8/2024 | Financial Advocates Investment Management | 84,761 | $652K | 0.0% | +17.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 222,791 | $1.71M | 0.0% | -32.3% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 99,174 | $762K | 0.1% | +11.4% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 467,273 | $3.59M | 1.5% | -45.7% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 28,568 | $220K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 65,225 | $502K | 0.0% | -15.0% | 0.000% | |
2/6/2024 | Spire Wealth Management | 160,917 | $1.24M | 0.0% | +6.8% | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 118,681 | $913K | 0.2% | -2.4% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 29,498 | $227K | 0.2% | +5.1% | 0.000% | |
2/5/2024 | WealthTrust Axiom LLC | 109,647 | $843K | 0.3% | -1.2% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 10,223 | $79K | 0.0% | -44.3% | 0.000% | |
2/5/2024 | Choreo LLC | 17,643 | $136K | 0.0% | N/A | 0.000% | |
2/5/2024 | Eagle Wealth Strategies LLC | 15,090 | $116K | 0.1% | N/A | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 38,848 | $299K | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 18,475 | $142K | 0.0% | -16.6% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 130,584 | $1.00M | 0.0% | -44.8% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 735,748 | $5.66M | 0.0% | +7.2% | 0.000% | |
2/1/2024 | Corrado Advisors LLC | 39,405 | $303K | 0.2% | -12.4% | 0.000% | |
2/1/2024 | Capital Investment Advisory Services LLC | 14,255 | $110K | 0.0% | -45.5% | 0.000% | |
1/31/2024 | Institute for Wealth Management LLC. | 12,988 | $100K | 0.0% | -38.8% | 0.000% | |
1/31/2024 | Sterling Financial Planning Inc. | 13,831 | $106K | 0.0% | N/A | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 245,904 | $1.89M | 0.6% | +0.9% | 0.000% | |
1/30/2024 | Scissortail Wealth Management LLC | 18,000 | $141K | 0.0% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 30,120 | $232K | 0.2% | N/A | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 18,132 | $139K | 0.3% | N/A | 0.000% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 36,368 | $280K | 0.1% | -7.8% | 0.000% | |
1/30/2024 | Conning Inc. | 39,784 | $306K | 0.0% | +3.7% | 0.000% | |
1/29/2024 | Boothe Investment Group Inc. | 432,474 | $3.33M | 1.5% | +2.0% | 0.000% | |
1/29/2024 | Saxony Capital Management LLC | 35,948 | $276K | 0.4% | N/A | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 12,000 | $92K | 0.0% | N/A | 0.000% | |
1/29/2024 | Cook Wealth Management Group LLC | 1,281,260 | $9.99M | 6.3% | -32.1% | 0.000% | |
1/29/2024 | Perigon Wealth Management LLC | 12,037 | $93K | 0.0% | -17.2% | 0.000% | |
1/26/2024 | Krilogy Financial LLC | 85,735 | $659K | 0.1% | -3.4% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 268,545 | $2.07M | 0.0% | N/A | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 62,417 | $480K | 0.5% | N/A | 0.000% | |
1/24/2024 | Stratos Wealth Advisors LLC | 688,848 | $5.30M | 0.3% | -3.4% | 0.000% | |
1/24/2024 | Stratos Investment Management LLC | 31,916 | $245K | 0.0% | N/A | 0.000% | |
1/24/2024 | Venture Visionary Partners LLC | 26,902 | $207K | 0.0% | -25.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 156,847 | $1.21M | 0.0% | +776.1% | 0.000% | |
1/22/2024 | Allen Mooney & Barnes Investment Advisors LLC | 46,381 | $357K | 0.1% | +279.9% | 0.000% | |
1/22/2024 | Claro Advisors LLC | 143,594 | $1.10M | 0.2% | +814.6% | 0.000% | |
1/18/2024 | Saxon Interests Inc. | 88,646 | $682K | 0.3% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 2,219,005 | $17.06M | 0.0% | -8.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 2,182,631 | $16.78M | 0.0% | +3.6% | 0.000% | |
1/10/2024 | David J Yvars Group | 113,114 | $875K | 0.7% | -42.3% | 0.000% | |
1/9/2024 | Daymark Wealth Partners LLC | 17,600 | $135K | 0.0% | -33.8% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 29,331 | $223K | 0.0% | N/A | 0.000% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 12,210 | $93K | 0.0% | N/A | 0.000% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 18,284 | $139K | 0.0% | +204.7% | 0.000% | |
11/15/2023 | ELCO Management Co. LLC | 46,724 | $356K | 0.3% | -4.1% | 0.000% | |
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11/15/2023 | Advisors Asset Management Inc. | 741,069 | $5.64M | 0.1% | +43.1% | 0.000% | |
11/15/2023 | SRS Capital Advisors Inc. | 23,155 | $176K | 0.0% | N/A | 0.000% | |
11/14/2023 | Waverly Advisors LLC | 13,298 | $101K | 0.0% | -30.6% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 468,286 | $3.56M | 0.2% | N/A | 0.000% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 39,433 | $300K | 0.1% | -4.2% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 883,683 | $6.73M | 0.0% | +8.1% | 0.000% | |
11/13/2023 | LPL Financial LLC | 1,300,156 | $9.89M | 0.0% | +3.1% | 0.000% | |
11/13/2023 | Invesco Ltd. | 2,385,847 | $18.16M | 0.0% | +35.4% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 686,416 | $5.22M | 0.1% | +379.9% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 74,439 | $566K | 0.0% | -8.2% | 0.000% | |