5/8/2024 | Semus Wealth Partners LLC | 11,087 | $147K | 0.1% | -11.6% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 21,864 | $289K | 0.0% | +69.1% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 43,134 | $571K | 0.0% | -17.2% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 12,411 | $164K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 232,507 | $3.08M | 0.0% | -3.9% | 0.000% | |
4/22/2024 | Strategic Financial Concepts LLC | 20,105 | $266K | 0.1% | N/A | 0.000% | |
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4/15/2024 | Future Financial Wealth Managment LLC | 5,500 | $73K | 0.1% | N/A | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 48,107 | $628K | 0.0% | +16.3% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 12,853 | $151K | 0.0% | -18.8% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 7,031 | $82K | 0.0% | N/A | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 82,449 | $962K | 0.3% | N/A | 0.000% | |
2/14/2024 | Wealth Quarterback LLC | 36,942 | $431K | 0.3% | +11.8% | 0.000% | |
2/12/2024 | Tradition Wealth Management LLC | 41,225 | $481K | 0.1% | +560.8% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 170,618 | $1.99M | 0.0% | -17.9% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 52,071 | $608K | 0.0% | -3.5% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 18,190 | $212K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 34,288 | $400K | 0.0% | +49.6% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 41,624 | $486K | 0.0% | -68.6% | 0.000% | |
2/1/2024 | Significant Wealth Partners LLC | 94,630 | $1.10M | 0.8% | N/A | 0.000% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,840 | $150K | 0.0% | -27.7% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 92,956 | $1.09M | 0.0% | -6.5% | 0.000% | |
1/29/2024 | Wealth Effects LLC | 66,250 | $773K | 0.3% | +6.2% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 41,382 | $483K | 0.0% | +75.4% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 482,929 | $5.64M | 0.0% | +1,947.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 33,781 | $394K | 0.0% | -26.9% | 0.000% | |
1/16/2024 | Raymond James & Associates | 133,054 | $1.55M | 0.0% | -15.7% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 280,645 | $3.28M | 0.2% | -2.4% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 15,837 | $186K | 0.0% | -13.9% | 0.000% | |
11/14/2023 | Samalin Investment Counsel LLC | 32,804 | $384K | 0.2% | +77.9% | 0.000% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 17,759 | $208K | 0.0% | -12.1% | 0.000% | |
11/13/2023 | Sargent Investment Group LLC | 20,000 | $234K | 0.1% | +100.0% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 132,516 | $1.55M | 0.0% | N/A | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 48,231 | $565K | 0.0% | +2.7% | 0.000% | |
11/9/2023 | UBS Group AG | 298,182 | $3.50M | 0.0% | +1.7% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 12,202 | $143K | 0.0% | N/A | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 19,561 | $229K | 0.0% | N/A | 0.000% | |
11/8/2023 | NewEdge Wealth LLC | 99,469 | $1.17M | 0.0% | +10.0% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 11,233 | $132K | 0.0% | +10.1% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 22,913 | $269K | 0.0% | +6.6% | 0.000% | |
10/31/2023 | Primoris Wealth Advisors LLC | 28,425 | $333K | 0.4% | -9.4% | 0.000% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 46,204 | $542K | 0.0% | -72.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 157,906 | $1.85M | 0.0% | -5.4% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 112,811 | $1.32M | 0.0% | +6.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 250,219 | $2.93M | 0.0% | -13.7% | 0.000% | |
10/16/2023 | Wealth Effects LLC | 62,400 | $731K | 0.4% | +13.4% | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 23,589 | $278K | 0.0% | +53.7% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 23,589 | $278K | 0.0% | +53.7% | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 46,970 | $659K | 0.0% | +20.1% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 290,033 | $4.07M | 0.0% | -0.6% | 0.000% | |
8/10/2023 | Wealth Quarterback LLC | 33,855 | $475K | 0.3% | +17.7% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 35,672 | $500K | 0.0% | -3.0% | 0.000% | |
8/3/2023 | Samalin Investment Counsel LLC | 18,440 | $259K | 0.1% | +83.1% | 0.000% | |
8/3/2023 | Primoris Wealth Advisors LLC | 31,391 | $440K | 0.5% | -2.8% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 10,199 | $143K | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 16,551 | $232K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 191,569 | $2.69M | 0.0% | +19.3% | 0.000% | |
7/31/2023 | Sargent Investment Group LLC | 10,000 | $140K | 0.0% | -50.0% | 0.000% | |
7/27/2023 | Empire Financial Management Company LLC | 23,955 | $336K | 0.1% | +7.6% | 0.000% | |
7/27/2023 | Virtu Financial LLC | 10,149 | $142K | 0.0% | N/A | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 18,400 | $258K | 0.0% | +23.4% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 168,798 | $2.37M | 0.0% | -9.5% | 0.000% | |
7/21/2023 | IFG Advisory LLC | 15,195 | $213K | 0.0% | N/A | 0.000% | |
7/18/2023 | Wealth Effects LLC | 55,050 | $772K | 0.3% | +4.9% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 106,312 | $1.49M | 0.0% | -2.2% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 108,668 | $1.49M | 0.0% | -3.8% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 2,776 | $38K | 0.0% | N/A | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 291,748 | $4.01M | 0.0% | +3.0% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 20,772 | $285K | 0.0% | N/A | 0.000% | |
5/9/2023 | Wedbush Securities Inc. | 24,860 | $342K | 0.0% | -5.0% | 0.000% | |
5/9/2023 | Samalin Investment Counsel LLC | 10,069 | $138K | 0.1% | N/A | 0.000% | |
5/8/2023 | NewEdge Wealth LLC | 88,475 | $1.22M | 0.0% | +12.4% | 0.000% | |
5/4/2023 | Wealth Effects LLC | 52,500 | $721K | 0.4% | +24.9% | 0.000% | |
4/27/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 21,208 | $286K | 0.1% | +45.1% | 0.000% | |
4/24/2023 | Ahrens Investment Partners LLC | 3,800 | $52K | 0.0% | N/A | 0.000% | |
4/20/2023 | Empire Financial Management Company LLC | 22,255 | $306K | 0.1% | N/A | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 15,215 | $209K | 0.0% | -80.2% | 0.000% | |
4/17/2023 | All Season Financial Advisors Inc. | 37,661 | $517K | 0.5% | +44.4% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 186,427 | $2.56M | 0.0% | +149.3% | 0.000% | |
4/14/2023 | Raymond James & Associates | 166,268 | $2.29M | 0.0% | -1.0% | 0.000% | |
2/10/2023 | Heritage Trust Co | 13,325 | $195K | 0.0% | -55.6% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 281,305 | $4.12M | 0.3% | -0.6% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 159,173 | $2.33M | 0.0% | +7.4% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 74,772 | $1.10M | 0.0% | +35.8% | 0.000% | |
2/8/2023 | UBS Group AG | 294,210 | $4.31M | 0.0% | -3.7% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 112,969 | $1.66M | 0.0% | +4.0% | 0.000% | |
2/8/2023 | Semus Wealth Partners LLC | 12,494 | $183K | 0.2% | N/A | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 10,107 | $148K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 283,333 | $4.15M | 0.0% | -1.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 150,571 | $2.21M | 0.0% | +1.8% | 0.000% | |
2/3/2023 | Primoris Wealth Advisors LLC | 32,472 | $476K | 0.7% | -3.5% | 0.000% | |
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2/3/2023 | Tradition Wealth Management LLC | 4,989 | $73K | 0.0% | -21.2% | 0.000% | |
2/2/2023 | Wealth Effects LLC | 42,050 | $616K | 0.4% | -6.6% | 0.000% | |
2/2/2023 | All Season Financial Advisors Inc. | 26,090 | $382K | 0.3% | +3.0% | 0.000% | |
2/1/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,613 | $214K | 0.1% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 53,698 | $787K | 0.0% | +5.2% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 38,736 | $567K | 0.0% | +3.2% | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 26,160 | $383K | 0.0% | -15.4% | 0.000% | |
1/20/2023 | Beacon Financial Advisory LLC | 10,070 | $148K | 0.1% | N/A | 0.000% | |
1/18/2023 | Private Advisor Group LLC | 20,462 | $300K | 0.0% | +11.9% | 0.000% | |
12/5/2022 | Centaurus Financial Inc. | 105,857 | $1.36M | 0.1% | -19.8% | 0.000% | |