2/8/2024 | Pacific Sun Financial Corp | 15,831 | $523K | 0.3% | -11.7% | 1.740% | |
2/6/2024 | Measured Wealth Private Client Group LLC | 5,568 | $184K | 0.1% | N/A | 0.612% | |
1/24/2024 | Stratos Wealth Advisors LLC | 6,400 | $212K | 0.0% | N/A | 0.703% | |
1/16/2024 | Raymond James & Associates | 6,523 | $216K | 0.0% | -15.7% | 0.717% | |
11/9/2023 | Manchester Capital Management LLC | 1,500 | $49K | 0.0% | N/A | 0.165% | |
10/30/2023 | SFI Advisors LLC | 74,199 | $2.41M | 2.4% | +2.3% | 8.154% | |
|
10/24/2023 | Raymond James & Associates | 7,736 | $251K | 0.0% | -26.5% | 0.850% | |
8/18/2023 | SFI Advisors LLC | 72,507 | $2.51M | 2.4% | +3.3% | 7.968% | |
7/31/2023 | LPL Financial LLC | 53,092 | $1.84M | 0.0% | -18.5% | 5.834% | |
7/25/2023 | Raymond James & Associates | 10,528 | $364K | 0.0% | +52.9% | 1.132% | |
7/12/2023 | Pacific Sun Financial Corp | 21,741 | $753K | 0.5% | N/A | 2.338% | |
2/7/2023 | Hollencrest Capital Management | 800 | $26K | 0.0% | N/A | 0.081% | |
2/2/2023 | Herbst Group LLC | 7,381 | $237K | 0.2% | -4.3% | 0.746% | |
1/31/2023 | Kestra Advisory Services LLC | 7,241 | $233K | 0.0% | N/A | 0.731% | |
1/25/2023 | AJ Wealth Strategies LLC | 7,133 | $229K | 0.0% | N/A | 0.721% | |
1/19/2023 | Arlington Financial Advisors LLC | 9,059 | $291K | 0.1% | N/A | 0.855% | |
11/14/2022 | Pacific Sun Financial Corp | 25,881 | $818K | 0.6% | -1.1% | 2.724% | |
10/25/2022 | Raymond James & Associates | 6,949 | $220K | 0.0% | -5.5% | 0.731% | |
8/12/2022 | Axxcess Wealth Management LLC | 16,822 | $572K | 0.1% | N/A | 1.649% | |
8/11/2022 | SFI Advisors LLC | 76,165 | $2.59M | 2.9% | N/A | 7.467% | |
8/8/2022 | Oppenheimer & Co. Inc. | 6,714 | $228K | 0.0% | -10.6% | 0.658% | |
7/28/2022 | Pacific Sun Financial Corp | 26,181 | $890K | 0.6% | -1.9% | 2.592% | |
5/12/2022 | Oppenheimer & Co. Inc. | 7,512 | $357K | 0.0% | -6.6% | 0.791% | |
5/9/2022 | Banque Cantonale Vaudoise | 1,195 | $57K | 0.0% | -50.0% | 0.126% | |
4/12/2022 | Brookstone Capital Management | 4,660 | $214K | 0.0% | -30.3% | 0.491% | |
2/10/2022 | Private Advisor Group LLC | 33,503 | $1.70M | 0.0% | +160.4% | 3.131% | |
2/9/2022 | Geneos Wealth Management Inc. | 9,790 | $497K | 0.0% | N/A | 0.915% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 10,558 | $537K | 0.0% | -94.3% | 0.987% | |
2/8/2022 | Retirement Planning Co of New England Inc. | 3,351 | $170K | 0.1% | N/A | 0.313% | |
2/8/2022 | Raymond James & Associates | 7,740 | $394K | 0.0% | -83.7% | 0.723% | |
2/4/2022 | Sandy Cove Advisors LLC | 1,500 | $76K | 0.1% | N/A | 0.140% | |
2/3/2022 | Advisor Group Holdings Inc. | 2,642 | $135K | 0.0% | -26.5% | 0.236% | |
11/16/2021 | UBS Group AG | 104,556 | $5.61M | 0.0% | +11.5% | 4.909% | |
11/16/2021 | LPL Financial LLC | 64,525 | $3.46M | 0.0% | -16.4% | 3.029% | |
11/15/2021 | Pacific Sun Financial Corp | 26,681 | $1.43M | 0.8% | N/A | 1.253% | |
11/15/2021 | HighTower Advisors LLC | 299,529 | $16.07M | 0.0% | +1.7% | 14.062% | |
11/12/2021 | TrinityPoint Wealth LLC | 6,001 | $322K | 0.1% | N/A | 0.282% | |
11/10/2021 | Goldman Sachs Group Inc. | 18,564 | $997K | 0.0% | N/A | 0.872% | |
11/5/2021 | Truist Financial Corp | 42,084 | $2.26M | 0.0% | +3.5% | 1.976% | |
11/5/2021 | Advisor Group Holdings Inc. | 3,597 | $194K | 0.0% | -37.0% | 0.169% | |
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11/2/2021 | Raymond James Financial Services Advisors Inc. | 185,904 | $9.98M | 0.0% | +20.9% | 8.728% | |
11/2/2021 | Financial Management Professionals Inc. | 1,529 | $82K | 0.0% | -98.0% | 0.072% | |
11/2/2021 | Raymond James & Associates | 47,393 | $2.54M | 0.0% | -6.3% | 2.225% | |
10/27/2021 | Advisors Preferred LLC | 764 | $42K | 0.0% | -42.3% | 0.036% | |
10/15/2021 | NEXT Financial Group Inc | 6,979 | $375K | 0.0% | -14.4% | 0.332% | |
10/14/2021 | Private Advisor Group LLC | 12,868 | $691K | 0.0% | +10.2% | 0.613% | |
8/16/2021 | Bank of America Corp DE | 64,509 | $3.64M | 0.0% | +941.5% | 2.880% | |
8/16/2021 | Royal Bank of Canada | 4,267 | $240K | 0.0% | -70.8% | 0.190% | |
8/16/2021 | Morgan Stanley | 81,174 | $4.57M | 0.0% | +202.8% | 3.624% | |
8/13/2021 | LPL Financial LLC | 77,222 | $4.35M | 0.0% | +177.8% | 3.447% | |
8/13/2021 | Stifel Financial Corp | 9,211 | $519K | 0.0% | N/A | 0.411% | |
8/12/2021 | Private Advisor Group LLC | 11,674 | $658K | 0.0% | N/A | 0.521% | |
8/12/2021 | JPMorgan Chase & Co. | 826 | $47K | 0.0% | +346.5% | 0.037% | |
8/11/2021 | Susquehanna International Group LLP | 21,407 | $1.21M | 0.0% | +399.8% | 0.956% | |
8/10/2021 | National Asset Management Inc. | 8,087 | $456K | 0.0% | N/A | 0.361% | |
8/6/2021 | HighTower Advisors LLC | 294,411 | $16.59M | 0.0% | N/A | 13.143% | |
8/6/2021 | PNC Financial Services Group Inc. | 1,207 | $68K | 0.0% | -18.2% | 0.054% | |
8/5/2021 | Financial Management Professionals Inc. | 75,444 | $4.25M | 1.1% | +8.1% | 3.368% | |
8/4/2021 | Envestnet Asset Management Inc. | 14,817 | $835K | 0.0% | N/A | 0.661% | |
8/2/2021 | Advisor Group Holdings Inc. | 5,708 | $321K | 0.0% | +42.7% | 0.255% | |
7/31/2021 | NEXT Financial Group Inc | 8,152 | $459K | 0.0% | N/A | 0.364% | |
7/17/2021 | Brookstone Capital Management | 6,685 | $366K | 0.0% | N/A | 0.293% | |
7/15/2021 | Fulcrum Equity Management | 51,216 | $2.89M | 1.1% | +650.3% | 2.246% | |
5/18/2021 | Flow Traders U.S. LLC | 6,500 | $328K | 0.0% | N/A | 0.369% | |
5/18/2021 | Morgan Stanley | 26,808 | $1.35M | 0.0% | +13.9% | 1.523% | |
5/18/2021 | Citadel Advisors LLC | 31,812 | $1.60M | 0.0% | N/A | 1.674% | |
5/17/2021 | Royal Bank of Canada | 14,612 | $737K | 0.0% | -52.3% | 1.036% | |
5/13/2021 | Baird Financial Group Inc. | 17,035 | $859K | 0.0% | N/A | 1.175% | |
5/12/2021 | UBS Group AG | 56,759 | $2.86M | 0.0% | +7.0% | 3.914% | |
5/7/2021 | Advisors Preferred LLC | 1,649 | $85K | 0.0% | -93.8% | 0.114% | |
4/27/2021 | MinichMacGregor Wealth Management LLC | 6,248 | $314K | 0.1% | N/A | 0.383% | |
4/26/2021 | Financial Management Professionals Inc. | 69,766 | $3.52M | 0.9% | N/A | 4.280% | |
4/8/2021 | Private Advisory Group LLC | 5,553 | $280K | 0.1% | N/A | 0.335% | |
4/5/2021 | Fulcrum Equity Management | 6,826 | $344K | 0.1% | N/A | 0.411% | |
4/5/2021 | Advocacy Wealth Management Services LLC | 897 | $46K | 0.0% | -98.9% | 0.054% | |
3/2/2021 | FormulaFolio Investments LLC | 41,611 | $1.92M | 0.0% | N/A | 2.190% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 2,060 | $95K | 0.0% | -12.8% | 0.144% | |
2/8/2021 | CIBC World Markets Inc. | 4,959 | $229K | 0.0% | N/A | 0.362% | |
1/13/2021 | Brookstone Capital Management | 42,191 | $1.95M | 0.1% | N/A | 3.172% | |
1/6/2021 | Advocacy Wealth Management Services LLC | 80,357 | $3.70M | 0.6% | -14.5% | 7.049% | |
11/13/2020 | Morgan Stanley | 21,032 | $762K | 0.0% | -12.3% | 2.103% | |
11/12/2020 | Pacific Sun Financial Corp | 27,341 | $991K | 0.8% | -1.2% | 2.734% | |
11/12/2020 | Advisors Preferred LLC | 4,502 | $163K | 0.0% | N/A | 0.450% | |
11/9/2020 | LPL Financial LLC | 10,392 | $377K | 0.0% | -19.2% | 1.039% | |
10/30/2020 | Banque Cantonale Vaudoise | 2,390 | $87K | 0.0% | N/A | 0.239% | |
10/2/2020 | Advocacy Wealth Management Services LLC | 94,005 | $3.48M | 0.6% | +158.3% | 9.401% | |
8/17/2020 | Private Advisor Group LLC | 974 | $32K | 0.0% | N/A | 0.093% | |
8/14/2020 | Bank of America Corp DE | 8,004 | $259K | 0.0% | -90.1% | 0.762% | |
8/14/2020 | Advisor Group Holdings Inc. | 3,595 | $117K | 0.0% | -92.5% | 0.342% | |
7/31/2020 | UBS Group AG | 62,215 | $2.02M | 0.0% | -4.0% | 6.222% | |
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7/20/2020 | Pacific Sun Financial Corp | 27,661 | $898K | 0.8% | -8.3% | 2.766% | |
7/2/2020 | Advocacy Wealth Management Services LLC | 36,389 | $1.18M | 0.2% | N/A | 3.639% | |
6/16/2020 | Royal Bank of Canada | 23,344 | $561K | 0.0% | -42.4% | 2.334% | |
5/18/2020 | Advisor Group Holdings Inc. | 47,787 | $50K | 0.0% | N/A | 4.779% | |
5/15/2020 | Morgan Stanley | 27,526 | $661K | 0.0% | -26.8% | 2.753% | |
5/14/2020 | Wells Fargo & Company MN | 5,334 | $128K | 0.0% | -44.3% | 0.533% | |
5/7/2020 | Pacific Sun Financial Corp | 30,161 | $725K | 0.8% | -1.3% | 2.742% | |
5/1/2020 | UBS Group AG | 64,782 | $1.56M | 0.0% | -8.9% | 5.889% | |
4/29/2020 | Steward Partners Investment Advisory LLC | 2,496 | $59K | 0.0% | -24.9% | 0.227% | |