5/24/2024 | Cetera Advisors LLC | 19,191 | $430K | 0.0% | N/A | 0.000% | |
5/17/2024 | Creekmur Asset Management LLC | 6,698 | $150K | 0.1% | -42.0% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 74,738 | $1.67M | 0.0% | -4.6% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 793,170 | $17.76M | 0.3% | +16.3% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 187,603 | $4.20M | 0.2% | +79.6% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 21,028 | $471K | 0.1% | -9.1% | 0.000% | |
|
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 208,999 | $4.68M | 1.3% | +4.6% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,500 | $34K | 0.0% | N/A | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 264,102 | $5.91M | 0.0% | -26.1% | 0.000% | |
4/22/2024 | Raymond James & Associates | 240,623 | $5.39M | 0.0% | -24.5% | 0.000% | |
4/18/2024 | Silverlake Wealth Management LLC | 9,313 | $209K | 0.1% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 298,824 | $6.69M | 0.0% | -13.6% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 28,378 | $635K | 0.0% | +27.2% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 377,074 | $8.44M | 0.0% | +2.9% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 246,400 | $5.52M | 0.0% | +2,140.0% | 0.000% | |
4/9/2024 | Stolper Co | 30,402 | $681K | 0.2% | +4.8% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 78,312 | $1.64M | 0.0% | +4.8% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,500 | $31K | 0.0% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 11,540 | $241K | 0.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 19,949 | $417K | 0.0% | N/A | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 93,866 | $1.96M | 0.0% | +4.4% | 0.000% | |
2/9/2024 | Keystone Financial Group | 43,741 | $915K | 0.2% | -1.2% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 18,546 | $388K | 0.0% | -3.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 970,114 | $20.29M | 0.0% | -20.1% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 104,430 | $2.18M | 0.1% | +101.7% | 0.000% | |
2/8/2024 | Level Four Advisory Services LLC | 12,409 | $259K | 0.0% | +9.0% | 0.000% | |
2/6/2024 | Spire Wealth Management | 20,888 | $446K | 0.0% | -3.1% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 23,127 | $484K | 0.2% | N/A | 0.000% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 199,851 | $4.18M | 1.3% | -1.8% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,218 | $339K | 0.0% | -5.6% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 20,624 | $431K | 0.0% | N/A | 0.000% | |
1/29/2024 | OxenFree Capital LLC | 59,995 | $1.25M | 1.3% | N/A | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 345,824 | $7.23M | 0.0% | +6.0% | 0.000% | |
1/24/2024 | Allworth Financial LP | 298,979 | $6.25M | 0.0% | -2.9% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 259,702 | $5.43M | 0.0% | +1,868.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 318,649 | $6.66M | 0.0% | -3.7% | 0.000% | |
1/12/2024 | Stolper Co | 28,998 | $606K | 0.2% | -4.5% | 0.000% | |
1/12/2024 | Advisor Resource Council | 9,950 | $208K | 0.0% | N/A | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 57,138 | $1.20M | 0.0% | +26.4% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 74,738 | $1.49M | 0.0% | -7.5% | 0.000% | |
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11/15/2023 | Advisors Asset Management Inc. | 578,389 | $11.50M | 0.2% | +29.8% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 51,764 | $1.03M | 0.0% | +438.5% | 0.000% | |
11/9/2023 | UBS Group AG | 244,416 | $4.86M | 0.0% | +3.1% | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 19,280 | $383K | 0.0% | +29.4% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 17,181 | $342K | 0.0% | +4.2% | 0.000% | |
11/8/2023 | SMH Capital Advisors Inc. | 13,418 | $267K | 0.6% | -21.6% | 0.000% | |
11/7/2023 | Cornerstone Wealth Management LLC | 18,372 | $365K | 0.0% | +3.8% | 0.000% | |
11/4/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 203,465 | $4.05M | 1.4% | +3.0% | 0.000% | |
10/31/2023 | Allworth Financial LP | 308,027 | $6.13M | 0.1% | -3.1% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 326,333 | $6.49M | 0.0% | -7.8% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 356,996 | $7.10M | 0.0% | -1.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 330,808 | $6.58M | 0.0% | -10.8% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 89,927 | $1.79M | 0.0% | +1.0% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 58,867 | $1.17M | 0.0% | -3.9% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 45,200 | $899K | 0.0% | N/A | 0.000% | |
10/10/2023 | Daymark Wealth Partners LLC | 13,361 | $266K | 0.0% | +7.2% | 0.000% | |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 14,445 | $306K | 0.2% | N/A | 0.000% | |
8/11/2023 | Cornerstone Advisors LLC | 9,612 | $203K | 0.0% | N/A | 0.000% | |
8/11/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 197,477 | $4.18M | 1.4% | +1.3% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 458,065 | $9.69M | 0.1% | +14.2% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 14,905 | $315K | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 135,352 | $2.86M | 0.0% | -2.5% | 0.000% | |
8/10/2023 | Wintrust Investments LLC | 14,046 | $297K | 0.0% | N/A | 0.000% | |
8/9/2023 | Spire Wealth Management | 21,555 | $456K | 0.0% | -8.5% | 0.000% | |
8/7/2023 | Keystone Financial Group | 44,189 | $935K | 0.2% | N/A | 0.000% | |
8/7/2023 | XML Financial LLC | 11,641 | $246K | 0.0% | -8.1% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 16,493 | $349K | 0.0% | -13.2% | 0.000% | |
7/31/2023 | LPL Financial LLC | 65,703 | $1.39M | 0.0% | +6.4% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 80,821 | $1.71M | 0.0% | +18.4% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 10,656 | $225K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 362,450 | $7.67M | 0.0% | +2.7% | 0.000% | |
7/25/2023 | Raymond James & Associates | 370,878 | $7.84M | 0.0% | -1.5% | 0.000% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 353,921 | $7.49M | 0.0% | -17.4% | 0.000% | |
7/20/2023 | International Assets Investment Management LLC | 13,194 | $279K | 0.0% | +24.0% | 0.000% | |
7/19/2023 | Daymark Wealth Partners LLC | 12,469 | $264K | 0.0% | N/A | 0.000% | |
7/18/2023 | Allworth Financial LP | 317,757 | $6.72M | 0.1% | N/A | 0.000% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 353,921 | $7.49M | 0.0% | -17.4% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 89,039 | $1.88M | 0.0% | +13.8% | 0.000% | |
7/10/2023 | Telemus Capital LLC | 9,465 | $200K | 0.0% | N/A | 0.000% | |
7/10/2023 | Stolper Co | 30,540 | $646K | 0.3% | -2.4% | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 434,237 | $8.53M | 0.2% | +4.2% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 78,238 | $1.54M | 0.0% | +24.2% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 2,085 | $41K | 0.0% | -37.9% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 400,954 | $7.88M | 0.1% | +2.5% | 0.000% | |
5/9/2023 | Spire Wealth Management | 23,555 | $463K | 0.0% | +1,077.8% | 0.000% | |
5/5/2023 | Truist Financial Corp | 19,871 | $390K | 0.0% | -4.5% | 0.000% | |
5/3/2023 | Integrated Wealth Concepts LLC | 99,129 | $1.95M | 0.0% | +4.2% | 0.000% | |
5/2/2023 | Venturi Wealth Management LLC | 1,768 | $35K | 0.0% | N/A | 0.000% | |
4/27/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 194,926 | $3.83M | 1.4% | +0.3% | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 10,639 | $209K | 0.0% | -7.3% | 0.000% | |
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4/14/2023 | Raymond James Financial Services Advisors Inc. | 353,063 | $6.94M | 0.0% | +9.6% | 0.000% | |
4/14/2023 | Raymond James & Associates | 376,511 | $7.40M | 0.0% | -3.7% | 0.000% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 428,661 | $8.42M | 0.0% | -27.8% | 0.000% | |
4/11/2023 | Stolper Co | 31,276 | $615K | 0.3% | +8.6% | 0.000% | |
4/10/2023 | Capital Investment Advisors LLC | 15,900 | $312K | 0.0% | N/A | 0.000% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 46,904 | $936K | 0.0% | +78.4% | 0.000% | |
2/23/2023 | Centurion Wealth Management LLC | 19,905 | $363K | 0.2% | N/A | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 416,698 | $7.60M | 0.2% | -12.2% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 95,177 | $1.74M | 0.0% | +0.7% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 19,010 | $384K | 0.0% | N/A | 0.000% | |