5/1/2024 | StoneX Group Inc. | 17,881 | $482K | 0.1% | -11.1% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 69,528 | $1.87M | 0.0% | +18.6% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 203,515 | $5.49M | 0.0% | +0.7% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 61,618 | $1.66M | 0.4% | +15.4% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 266,519 | $7.19M | 0.4% | +9.8% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 213,631 | $5.76M | 0.0% | +0.2% | 0.000% | |
|
4/26/2024 | LifePro Asset Management | 8,139 | $219K | 0.1% | N/A | 0.000% | |
4/25/2024 | Armor Investment Advisors LLC | 25,349 | $683K | 0.3% | +81.2% | 0.000% | |
4/24/2024 | Oak Family Advisors LLC | 45,629 | $1.23M | 0.5% | N/A | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 15,000 | $404K | 0.0% | +28.2% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 950 | $26K | 0.0% | -29.7% | 0.000% | |
4/23/2024 | Wealth Effects LLC | 63,639 | $1.72M | 0.6% | +67.7% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 90,965 | $2.45M | 0.0% | -19.0% | 0.000% | |
4/22/2024 | PFG Investments LLC | 73,305 | $1.98M | 0.1% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 280,809 | $7.57M | 0.0% | -1.1% | 0.000% | |
4/18/2024 | Miracle Mile Advisors LLC | 8,000 | $216K | 0.0% | +6.7% | 0.000% | |
4/16/2024 | LongView Wealth Management | 75,333 | $2.03M | 0.8% | -1.1% | 0.000% | |
4/15/2024 | Graybill Wealth Management LTD. | 11,906 | $321K | 0.1% | +5.3% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 29,885 | $806K | 0.6% | +62.4% | 0.000% | |
4/15/2024 | Brookstone Capital Management | 23,899 | $644K | 0.0% | +11.0% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 45,097 | $1.22M | 0.1% | -38.0% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,957 | $214K | 0.0% | N/A | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 21,069 | $563K | 0.0% | +9.4% | 0.000% | |
2/12/2024 | StoneX Group Inc. | 20,119 | $546K | 0.1% | -5.1% | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,545 | $282K | 0.0% | N/A | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 11,705 | $313K | 0.0% | -85.4% | 0.000% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 18,622 | $498K | 0.1% | -18.8% | 0.000% | |
2/5/2024 | Brighton Jones LLC | 7,848 | $210K | 0.0% | N/A | 0.000% | |
1/26/2024 | Custom Index Systems LLC | 10,428 | $279K | 0.2% | N/A | 0.000% | |
1/24/2024 | Sowell Financial Services LLC | 58,878 | $1.59M | 0.1% | +1.4% | 0.000% | |
1/24/2024 | Highlander Capital Management LLC | 31,955 | $854K | 0.3% | +63.4% | 0.000% | |
1/18/2024 | Future Financial Wealth Managment LLC | 18,400 | $492K | 0.5% | +7.0% | 0.000% | |
1/16/2024 | HBW Advisory Services LLC | 167,701 | $4.48M | 0.8% | +1.6% | 0.000% | |
1/16/2024 | Raymond James & Associates | 283,946 | $7.59M | 0.0% | +3.4% | 0.000% | |
1/11/2024 | Bruce G. Allen Investments LLC | 1,907 | $51K | 0.0% | N/A | 0.000% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,030 | $81K | 0.0% | +100.8% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 20,061 | $494K | 0.0% | -4.5% | 0.000% | |
11/7/2023 | Reaves W H & Co. Inc. | 94,677 | $2.33M | 0.1% | -0.5% | 0.000% | |
11/4/2023 | Signaturefd LLC | 1,602 | $39K | 0.0% | -55.5% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 197,714 | $4.87M | 0.0% | +3.1% | 0.000% | |
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10/25/2023 | Concourse Financial Group Securities Inc. | 12,040 | $297K | 0.0% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 116,657 | $2.88M | 0.0% | -0.9% | 0.000% | |
10/20/2023 | Future Financial Wealth Managment LLC | 17,200 | $424K | 0.5% | +21.1% | 0.000% | |
10/20/2023 | HGK Asset Management Inc. | 18,582 | $458K | 0.1% | +15.5% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 27,344 | $674K | 0.0% | -5.9% | 0.000% | |
8/14/2023 | Sowell Financial Services LLC | 75,218 | $2.06M | 0.1% | +30.5% | 0.000% | |
8/14/2023 | Certified Advisory Corp | 20,981 | $575K | 0.1% | +2.4% | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 18,922 | $519K | 0.0% | +15.8% | 0.000% | |
8/14/2023 | 1832 Asset Management L.P. | 29,172 | $800K | 0.0% | -5.3% | 0.000% | |
8/11/2023 | Tiemann Investment Advisors LLC | 7,856 | $215K | 0.1% | -20.0% | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 33,474 | $918K | 0.0% | -19.7% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 152,153 | $4.17M | 0.0% | +7.6% | 0.000% | |
8/11/2023 | PNC Financial Services Group Inc. | 21,017 | $576K | 0.0% | +32.7% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 334,243 | $9.17M | 0.0% | -5.3% | 0.000% | |
8/10/2023 | Strategic Family Wealth Counselors L.L.C. | 11,680 | $320K | 0.1% | N/A | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 230,445 | $6.32M | 0.0% | -3.1% | 0.000% | |
8/10/2023 | US Bancorp DE | 4,426 | $121K | 0.0% | -61.4% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 191,701 | $5.26M | 0.0% | +2.0% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 86,659 | $2.38M | 0.0% | +0.9% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 37,172 | $1.02M | 0.0% | +42.5% | 0.000% | |
8/8/2023 | Focused Wealth Management Inc | 98,449 | $2.70M | 0.5% | +6.1% | 0.000% | |
8/8/2023 | Biechele Royce Advisors | 22,080 | $606K | 0.2% | +2.3% | 0.000% | |
8/7/2023 | Modera Wealth Management LLC | 7,808 | $214K | 0.0% | N/A | 0.000% | |
8/4/2023 | IFP Advisors Inc | 4,188 | $119K | 0.0% | +31.9% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 28,488 | $781K | 0.0% | -8.9% | 0.000% | |
8/3/2023 | CWM LLC | 1,144 | $31K | 0.0% | +138.3% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 40,612 | $1.11M | 0.0% | -1.1% | 0.000% | |
8/2/2023 | HGK Asset Management Inc. | 16,082 | $441K | 0.1% | -11.6% | 0.000% | |
8/1/2023 | Keybank National Association OH | 18,436 | $506K | 0.0% | -16.3% | 0.000% | |
8/1/2023 | Wealthspire Advisors LLC | 15,162 | $416K | 0.0% | -37.3% | 0.000% | |
7/31/2023 | LPL Financial LLC | 207,141 | $5.68M | 0.0% | +7.9% | 0.000% | |
7/31/2023 | Mutual Advisors LLC | 19,534 | $536K | 0.0% | -18.0% | 0.000% | |
7/27/2023 | Virtu Financial LLC | 14,561 | $399K | 0.0% | N/A | 0.000% | |
7/27/2023 | J.W. Cole Advisors Inc. | 20,129 | $552K | 0.0% | -22.8% | 0.000% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,509 | $41K | 0.0% | +34.1% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 88,682 | $2.43M | 0.0% | -5.5% | 0.000% | |
7/26/2023 | All Season Financial Advisors Inc. | 12,810 | $351K | 0.3% | -31.1% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 117,762 | $3.23M | 0.0% | -4.3% | 0.000% | |
7/25/2023 | Raymond James & Associates | 263,883 | $7.24M | 0.0% | -2.7% | 0.000% | |
7/21/2023 | Creative Planning | 12,868 | $353K | 0.0% | -30.3% | 0.000% | |
7/21/2023 | Graybill Wealth Management LTD. | 11,262 | $309K | 0.1% | -3.8% | 0.000% | |
7/21/2023 | Kovack Advisors Inc. | 22,999 | $631K | 0.1% | -2.5% | 0.000% | |
7/19/2023 | Magnus Financial Group LLC | 85,773 | $2.35M | 0.3% | +1.2% | 0.000% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 9,706 | $266K | 0.1% | -7.7% | 0.000% | |
7/17/2023 | Penbrook Management LLC | 10,450 | $287K | 0.2% | N/A | 0.000% | |
7/17/2023 | Claybrook Capital LLC | 66,212 | $1.82M | 1.0% | +37.2% | 0.000% | |
7/14/2023 | SeaCrest Wealth Management LLC | 9,070 | $249K | 0.0% | -16.6% | 0.000% | |
7/11/2023 | Brookstone Capital Management | 30,086 | $824K | 0.0% | -2.1% | 0.000% | |
7/11/2023 | Good Life Advisors LLC | 69,186 | $1.90M | 0.2% | -1.4% | 0.000% | |
7/10/2023 | AE Wealth Management LLC | 29,047 | $796K | 0.0% | +3.9% | 0.000% | |
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7/6/2023 | HBW Advisory Services LLC | 121,511 | $3.33M | 0.7% | +15.3% | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 31,259 | $884K | 0.0% | -6.8% | 0.000% | |
5/22/2023 | Arete Wealth Advisors LLC | 9,686 | $275K | 0.0% | N/A | 0.000% | |
5/15/2023 | Trek Financial LLC | 91,353 | $2.59M | 0.2% | -60.4% | 0.000% | |
5/12/2023 | Sound View Wealth Advisors Group LLC | 23,190 | $658K | 0.1% | +6.7% | 0.000% | |
5/12/2023 | Stonebridge Capital Advisors LLC | 1,930 | $55K | 0.0% | +451.4% | 0.000% | |
5/12/2023 | SeaCrest Wealth Management LLC | 10,870 | $308K | 0.0% | +13.6% | 0.000% | |
5/11/2023 | BOKF NA | 940 | $27K | 0.0% | N/A | 0.000% | |
5/11/2023 | Tiemann Investment Advisors LLC | 9,822 | $279K | 0.2% | -8.8% | 0.000% | |
5/11/2023 | Investors Research Corp | 7,031 | $200K | 0.1% | N/A | 0.000% | |