2/8/2024 | Legacy Capital Group California Inc. | 6,244 | $250K | 0.1% | N/A | 0.347% | |
2/2/2024 | Truist Financial Corp | 37,156 | $1.49M | 0.0% | -3.1% | 2.064% | |
1/26/2024 | Geneos Wealth Management Inc. | 13,795 | $553K | 0.0% | -1.8% | 0.766% | |
1/19/2024 | Fulcrum Equity Management | 26,019 | $1.04M | 1.3% | N/A | 1.446% | |
1/12/2024 | Advisor Resource Council | 8,325 | $334K | 0.0% | N/A | 0.463% | |
8/1/2023 | Truist Financial Corp | 38,325 | $1.54M | 0.0% | -15.3% | 1.916% | |
|
7/31/2023 | LPL Financial LLC | 11,589 | $465K | 0.0% | -14.2% | 0.579% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 12,640 | $502K | 0.0% | -41.8% | 0.632% | |
5/12/2023 | Tradition Wealth Management LLC | 29,587 | $1.07M | 0.1% | -4.0% | 1.443% | |
5/5/2023 | Truist Financial Corp | 45,234 | $1.64M | 0.0% | -8.3% | 2.207% | |
5/4/2023 | Summit Trail Advisors LLC | 108,387 | $3.93M | 0.2% | N/A | 5.287% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 21,710 | $777K | 0.0% | +71.8% | 1.059% | |
4/25/2023 | Geneos Wealth Management Inc. | 14,280 | $518K | 0.0% | +8.3% | 0.697% | |
4/11/2023 | Dfpg Investments LLC | 20,478 | $743K | 0.1% | +105.1% | 0.952% | |
2/8/2023 | Belpointe Asset Management LLC | 823 | $27K | 0.0% | N/A | 0.038% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,431 | $273K | 0.0% | -3.4% | 0.392% | |
2/7/2023 | LPL Financial LLC | 13,503 | $438K | 0.0% | -20.9% | 0.628% | |
2/3/2023 | Tradition Wealth Management LLC | 30,810 | $998K | 0.1% | -20.0% | 1.433% | |
2/2/2023 | Dfpg Investments LLC | 9,983 | $335K | 0.1% | -55.9% | 0.464% | |
10/26/2022 | Truist Financial Corp | 66,800 | $2.11M | 0.0% | -28.6% | 2.672% | |
10/25/2022 | Raymond James & Associates | 11,806 | $373K | 0.0% | -8.7% | 0.472% | |
10/24/2022 | Stratos Wealth Partners LTD. | 7,994 | $253K | 0.0% | -21.4% | 0.320% | |
10/18/2022 | Wedbush Securities Inc. | 26,231 | $829K | 0.0% | -15.2% | 1.049% | |
8/11/2022 | TD Capital Management LLC | 10,499 | $345K | 0.0% | +8.5% | 0.396% | |
8/9/2022 | SeaCrest Wealth Management LLC | 3,966 | $130K | 0.0% | -23.4% | 0.150% | |
8/2/2022 | Tradition Wealth Management LLC | 41,580 | $1.37M | 0.2% | -3.3% | 1.569% | |
8/1/2022 | Dfpg Investments LLC | 22,623 | $763K | 0.3% | +2.5% | 0.854% | |
7/27/2022 | Advisor Resource Council | 10,506 | $345K | 0.0% | +78.3% | 0.396% | |
7/22/2022 | Stratos Wealth Partners LTD. | 10,166 | $334K | 0.0% | -27.4% | 0.384% | |
7/22/2022 | Geneos Wealth Management Inc. | 13,758 | $456K | 0.0% | -17.5% | 0.519% | |
7/22/2022 | Truist Financial Corp | 93,611 | $3.07M | 0.0% | -6.8% | 3.532% | |
7/21/2022 | Wedbush Securities Inc. | 30,925 | $1.02M | 0.1% | -54.3% | 1.167% | |
5/18/2022 | TD Capital Management LLC | 9,678 | $401K | 0.0% | +34.5% | 0.340% | |
5/11/2022 | Tradition Wealth Management LLC | 42,999 | $1.78M | 0.2% | +5.0% | 1.509% | |
5/4/2022 | Commonwealth Equity Services LLC | 8,656 | $358K | 0.0% | +9.6% | 0.304% | |
5/2/2022 | Migdal Insurance & Financial Holdings Ltd. | 13,630 | $571K | 0.0% | +2.2% | 0.478% | |
4/26/2022 | Stratos Wealth Partners LTD. | 14,009 | $580K | 0.0% | +3.0% | 0.483% | |
4/22/2022 | Truist Financial Corp | 100,471 | $4.16M | 0.0% | -6.1% | 3.465% | |
4/21/2022 | Joel Isaacson & Co. LLC | 118,864 | $4.67M | 0.3% | +1.7% | 4.029% | |
4/20/2022 | Advisor Resource Council | 5,893 | $244K | 0.1% | -66.4% | 0.196% | |
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4/19/2022 | Wedbush Securities Inc. | 67,654 | $2.80M | 0.1% | -23.9% | 2.255% | |
4/11/2022 | Orser Capital Management LLC | 95,168 | $3.94M | 2.4% | +27.8% | 3.120% | |
2/11/2022 | Summit Trail Advisors LLC | 310,200 | $14.07M | 0.9% | +28.2% | 9.848% | |
2/11/2022 | Advisor Resource Council | 17,554 | $797K | 0.1% | +35.6% | 0.557% | |
2/9/2022 | Geneos Wealth Management Inc. | 18,957 | $859K | 0.0% | -5.2% | 0.602% | |
2/8/2022 | Raymond James & Associates | 12,936 | $586K | 0.0% | N/A | 0.411% | |
2/8/2022 | MONECO Advisors LLC | 4,966 | $200K | 0.1% | -11.3% | 0.158% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,869 | $84K | 0.0% | +471.6% | 0.058% | |
2/1/2022 | Telemus Capital LLC | 5,218 | $237K | 0.0% | -4.7% | 0.163% | |
1/31/2022 | Commonwealth Equity Services LLC | 7,897 | $357K | 0.0% | -15.2% | 0.247% | |
1/28/2022 | National Asset Management Inc. | 19,880 | $902K | 0.0% | -10.6% | 0.621% | |
1/19/2022 | Orser Capital Management LLC | 74,440 | $3.37M | 1.7% | +12.2% | 2.326% | |
1/14/2022 | Stratos Wealth Partners LTD. | 13,597 | $616K | 0.0% | +12.9% | 0.425% | |
1/13/2022 | Wedbush Securities Inc. | 88,849 | $4.03M | 0.2% | +7.4% | 2.777% | |
11/16/2021 | Advisor Resource Council | 12,946 | $527K | 0.2% | -17.9% | 0.411% | |
11/16/2021 | SeaCrest Wealth Management LLC | 5,976 | $244K | 0.0% | -69.7% | 0.190% | |
11/16/2021 | National Asset Management Inc. | 22,233 | $910K | 0.0% | +42.5% | 0.706% | |
11/16/2021 | LPL Financial LLC | 31,466 | $1.29M | 0.0% | +10.8% | 0.999% | |
11/10/2021 | SouthState Corp | 4,000 | $164K | 0.0% | N/A | 0.127% | |
11/9/2021 | Geneos Wealth Management Inc. | 20,007 | $826K | 0.0% | +11.7% | 0.635% | |
11/9/2021 | TD Capital Management LLC | 7,015 | $287K | 0.0% | +15.7% | 0.223% | |
11/5/2021 | Truist Financial Corp | 111,886 | $4.58M | 0.0% | -2.0% | 3.552% | |
11/3/2021 | MONECO Advisors LLC | 5,601 | $229K | 0.1% | N/A | 0.178% | |
11/1/2021 | Orser Capital Management LLC | 66,375 | $2.72M | 1.5% | -2.0% | 2.107% | |
10/27/2021 | Telemus Capital LLC | 5,474 | $224K | 0.0% | N/A | 0.179% | |
10/21/2021 | Joel Isaacson & Co. LLC | 116,842 | $4.78M | 0.4% | +5.4% | 3.831% | |
10/19/2021 | Stratos Wealth Partners LTD. | 12,047 | $493K | 0.0% | +19.7% | 0.395% | |
10/8/2021 | Wedbush Securities Inc. | 82,699 | $3.38M | 0.2% | +2.1% | 2.711% | |
8/19/2021 | Advisor Resource Council | 15,768 | $642K | 0.1% | N/A | 0.509% | |
8/13/2021 | LPL Financial LLC | 28,396 | $1.16M | 0.0% | -21.2% | 0.916% | |
8/13/2021 | Liberty Wealth Management LLC | 3,219 | $79K | 0.0% | +21,360.0% | 0.104% | |
8/12/2021 | SeaCrest Wealth Management LLC | 19,747 | $804K | 0.1% | +39.6% | 0.637% | |
8/11/2021 | Susquehanna International Group LLP | 11,603 | $472K | 0.0% | -52.4% | 0.374% | |
8/9/2021 | Tradition Wealth Management LLC | 25,620 | $1.04M | 0.2% | +39.5% | 0.826% | |
7/31/2021 | Wedbush Securities Inc. | 80,994 | $3.30M | 0.2% | +5.1% | 2.656% | |
7/19/2021 | Stratos Wealth Partners LTD. | 10,068 | $410K | 0.0% | +43.5% | 0.330% | |
6/17/2021 | Geneos Wealth Management Inc. | 16,486 | $645K | 0.0% | -2.7% | 0.541% | |
5/17/2021 | Royal Bank of Canada | 1,479 | $54K | 0.0% | +81.5% | 0.048% | |
5/14/2021 | Tradition Wealth Management LLC | 18,361 | $676K | 0.1% | +19.0% | 0.602% | |
5/10/2021 | Orser Capital Management LLC | 51,385 | $1.89M | 1.2% | +127.0% | 1.685% | |
5/4/2021 | Commonwealth Equity Services LLC | 9,319 | $343K | 0.0% | +18.6% | 0.311% | |
4/27/2021 | Stratos Wealth Partners LTD. | 7,015 | $258K | 0.0% | N/A | 0.234% | |
4/26/2021 | Wedbush Securities Inc. | 77,050 | $2.84M | 0.2% | -0.8% | 2.568% | |
4/23/2021 | Joel Isaacson & Co. LLC | 108,288 | $3.99M | 0.3% | +0.9% | 3.610% | |
4/14/2021 | Dfpg Investments LLC | 19,593 | $744K | 0.3% | +170.6% | 0.664% | |
3/26/2021 | Susquehanna International Group LLP | 16,414 | $592K | 0.0% | -40.3% | 0.556% | |
2/18/2021 | Truist Financial Corp | 113,475 | $4.09M | 0.0% | +33.5% | 4.126% | |
2/12/2021 | LPL Financial LLC | 8,428 | $304K | 0.0% | N/A | 0.306% | |
2/10/2021 | Financial Enhancement Group LLC | 2,106 | $76K | 0.0% | -98.3% | 0.077% | |
2/9/2021 | SeaCrest Wealth Management LLC | 6,189 | $223K | 0.0% | N/A | 0.225% | |
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2/4/2021 | National Asset Management Inc. | 17,907 | $646K | 0.0% | N/A | 0.663% | |
1/29/2021 | Apollon Wealth Management LLC | 67,912 | $2.45M | 0.7% | N/A | 2.515% | |
1/22/2021 | Joel Isaacson & Co. LLC | 107,269 | $3.87M | 0.4% | +0.9% | 3.973% | |
11/18/2020 | Financial Enhancement Group LLC | 123,520 | $3.98M | 0.9% | -46.0% | 4.411% | |
11/13/2020 | Truist Financial Corp | 84,987 | $2.74M | 0.0% | +38.4% | 3.035% | |
11/2/2020 | JNB Advisors LLC | 16,583 | $534K | 0.1% | N/A | 0.603% | |
10/20/2020 | Wedbush Securities Inc. | 72,600 | $2.34M | 0.2% | +66.8% | 2.963% | |
10/14/2020 | Joel Isaacson & Co. LLC | 106,269 | $3.43M | 0.4% | +1.2% | 4.338% | |
10/13/2020 | Dfpg Investments LLC | 7,240 | $237K | 0.1% | N/A | 0.296% | |
8/17/2020 | Fulcrum Equity Management | 8,402 | $245K | 0.1% | N/A | 0.391% | |