2/8/2024 | Eudaimonia Partners LLC | 10,143 | $274K | 0.1% | -76.3% | 0.922% | |
2/6/2024 | Great Valley Advisor Group Inc. | 9,137 | $247K | 0.0% | -13.2% | 0.831% | |
2/2/2024 | Sound Financial Strategies Group LLC | 11,794 | $319K | 0.3% | -68.8% | 1.072% | |
1/30/2024 | Imprint Wealth LLC | 30,534 | $831K | 0.7% | +3.7% | 2.776% | |
1/29/2024 | ORG Partners LLC | 85,355 | $2.31M | 0.4% | +24.2% | 7.760% | |
1/23/2024 | WealthShield Partners LLC | 16,801 | $457K | 0.1% | -78.9% | 1.527% | |
|
11/13/2023 | Envestnet Asset Management Inc. | 151,105 | $3.98M | 0.0% | -12.2% | 13.737% | |
11/6/2023 | Sound Financial Strategies Group LLC | 37,784 | $996K | 0.8% | -9.4% | 3.435% | |
11/3/2023 | ORG Partners LLC | 68,744 | $1.81M | 0.7% | -27.4% | 6.249% | |
10/25/2023 | WealthShield Partners LLC | 79,570 | $2.10M | 0.3% | -15.4% | 7.234% | |
10/24/2023 | Eudaimonia Partners LLC | 42,806 | $1.13M | 0.3% | -15.3% | 3.891% | |
8/7/2023 | Sound Financial Strategies Group LLC | 41,707 | $1.14M | 0.8% | -2.0% | 3.792% | |
8/4/2023 | Envestnet Asset Management Inc. | 172,068 | $4.72M | 0.0% | -11.0% | 15.643% | |
8/3/2023 | WealthShield Partners LLC | 94,011 | $2.58M | 0.4% | -8.6% | 8.546% | |
7/19/2023 | Eudaimonia Partners LLC | 50,566 | $1.39M | 0.3% | -5.7% | 5.618% | |
7/18/2023 | Stratos Wealth Partners LTD. | 7,925 | $217K | 0.0% | -19.4% | 0.881% | |
6/1/2023 | ORG Partners LLC | 150,649 | $4.08M | 1.0% | N/A | 16.739% | |
5/8/2023 | WealthShield Partners LLC | 102,880 | $2.79M | 0.4% | -2.7% | 11.431% | |
5/3/2023 | Great Valley Advisor Group Inc. | 10,527 | $285K | 0.0% | -8.7% | 1.170% | |
5/2/2023 | Sound Financial Strategies Group LLC | 42,537 | $1.15M | 0.8% | +1.3% | 4.726% | |
4/27/2023 | Stratos Wealth Partners LTD. | 9,829 | $266K | 0.0% | -4.7% | 1.092% | |
4/25/2023 | Eudaimonia Partners LLC | 53,596 | $1.45M | 0.3% | +0.9% | 5.955% | |
2/27/2023 | Gallagher Benefit Services Inc. | 12,504 | $358K | 0.1% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 68,378 | $1.96M | 0.0% | -75.2% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 3,106 | $89K | 0.0% | N/A | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 209,189 | $5.99M | 0.0% | -53.5% | 0.000% | |
2/1/2023 | Great Valley Advisor Group Inc. | 11,527 | $330K | 0.0% | -2.9% | 0.000% | |
1/30/2023 | Sound Financial Strategies Group LLC | 41,980 | $1.20M | 0.9% | -5.7% | 0.000% | |
1/30/2023 | PFG Advisors | 37,624 | $1.08M | 0.1% | +270.2% | 0.000% | |
1/24/2023 | Eudaimonia Partners LLC | 53,141 | $1.52M | 0.4% | -32.0% | 0.000% | |
11/10/2022 | Envestnet Asset Management Inc. | 450,148 | $13.04M | 0.0% | +117.9% | 0.000% | |
11/9/2022 | Sound Financial Strategies Group LLC | 44,521 | $1.29M | 1.9% | +7.3% | 0.000% | |
11/4/2022 | WealthShield Partners LLC | 92,575 | $2.68M | 0.5% | -9.6% | 0.000% | |
11/4/2022 | Eudaimonia Partners LLC | 78,155 | $2.26M | 0.6% | -37.4% | 0.000% | |
10/26/2022 | F3Logic LLC | 12,504 | $363K | 0.1% | -35.0% | 0.000% | |
10/21/2022 | Great Valley Advisor Group Inc. | 11,877 | $344K | 0.0% | N/A | 0.000% | |
10/14/2022 | PFG Advisors | 10,162 | $294K | 0.0% | N/A | 0.000% | |
8/11/2022 | WealthShield Partners LLC | 102,434 | $3.15M | 0.6% | -3.5% | 0.000% | |
8/3/2022 | Envestnet Asset Management Inc. | 206,595 | $6.35M | 0.0% | -12.1% | 0.000% | |
8/3/2022 | F3Logic LLC | 19,235 | $591K | 0.1% | -42.8% | 0.000% | |
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7/25/2022 | Sound Financial Strategies Group LLC | 41,473 | $1.27M | 1.0% | +32.4% | 0.000% | |
5/17/2022 | Eudaimonia Partners LLC | 151,309 | $4.66M | 0.8% | N/A | 0.000% | |
5/12/2022 | F3Logic LLC | 33,651 | $1.04M | 0.2% | -93.5% | 0.000% | |
5/9/2022 | WealthShield Partners LLC | 106,100 | $3.27M | 0.5% | -45.2% | 0.000% | |
5/5/2022 | Sound Financial Strategies Group LLC | 31,323 | $964K | 0.5% | +208.8% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 39,515 | $1.22M | 0.0% | -17.2% | 0.000% | |
5/4/2022 | Envestnet Asset Management Inc. | 234,923 | $7.23M | 0.0% | -41.4% | 0.000% | |
4/18/2022 | Veracity Capital LLC | 7,781 | $240K | 0.1% | -13.1% | 0.000% | |
2/14/2022 | Eudaimonia Advisors LLC | 7,751 | $256K | 0.2% | N/A | 0.000% | |
2/10/2022 | WealthShield Partners LLC | 193,520 | $6.40M | 1.1% | -3.3% | 0.000% | |
2/4/2022 | Envestnet Asset Management Inc. | 401,119 | $13.26M | 0.0% | +49.5% | 0.000% | |
2/4/2022 | F3Logic LLC | 514,200 | $17.02M | 2.0% | -28.5% | 0.000% | |
2/4/2022 | Atria Investments LLC | 90,667 | $3.00M | 0.1% | -41.9% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 47,736 | $1.58M | 0.0% | +1.2% | 0.000% | |
1/20/2022 | Kestra Advisory Services LLC | 9,281 | $307K | 0.0% | +8.9% | 0.000% | |
11/16/2021 | Atria Investments LLC | 156,156 | $4.98M | 0.1% | +1.1% | 0.000% | |
11/15/2021 | F3Logic LLC | 719,435 | $22.93M | 3.0% | +3.7% | 0.000% | |
11/12/2021 | WealthShield Partners LLC | 200,110 | $6.38M | 1.7% | -4.0% | 0.000% | |
11/10/2021 | Goldman Sachs Group Inc. | 45,325 | $1.45M | 0.0% | -18.1% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 47,148 | $1.50M | 0.0% | -24.9% | 0.000% | |
10/25/2021 | Eudaimonia Partners LLC | 156,492 | $4.99M | 0.9% | -1.1% | 0.000% | |
10/19/2021 | Kestra Advisory Services LLC | 8,525 | $272K | 0.0% | +15.9% | 0.000% | |
10/13/2021 | Veracity Capital LLC | 9,001 | $287K | 0.1% | -6.4% | 0.000% | |
8/24/2021 | Veracity Capital LLC | 9,614 | $312K | 0.1% | -54.3% | 0.000% | |
8/13/2021 | Eudaimonia Partners LLC | 158,153 | $5.12M | 1.0% | +14.8% | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 20,377 | $660K | 0.0% | +80.2% | 0.000% | |
8/10/2021 | Atria Investments LLC | 154,387 | $5.00M | 0.1% | -10.5% | 0.000% | |
8/10/2021 | F3Logic LLC | 693,746 | $22.48M | 2.7% | -2.2% | 0.000% | |
8/6/2021 | WealthShield Partners LLC | 208,431 | $6.75M | 1.1% | +15.4% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 62,748 | $2.03M | 0.0% | -3.4% | 0.000% | |
7/30/2021 | Sound Financial Strategies Group LLC | 9,845 | $319K | 0.2% | +3.8% | 0.000% | |
7/23/2021 | Veracity Capital LLC | 9,614 | $312K | 0.1% | -54.3% | 0.000% | |
5/17/2021 | Eudaimonia Partners LLC | 137,783 | $4.29M | 0.9% | -9.5% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 10,781 | $336K | 0.0% | +183.5% | 0.000% | |
5/11/2021 | Atria Investments LLC | 172,545 | $5.38M | 0.1% | -60.9% | 0.000% | |
5/7/2021 | Sound Financial Strategies Group LLC | 9,488 | $296K | 0.2% | -13.7% | 0.000% | |
4/23/2021 | F3Logic LLC | 709,032 | $22.10M | 3.2% | -27.5% | 0.000% | |
4/12/2021 | Veracity Capital LLC | 21,055 | $656K | 0.3% | -34.3% | 0.000% | |
3/26/2021 | Susquehanna International Group LLP | 46,586 | $1.36M | 0.0% | +3.2% | 0.000% | |
2/18/2021 | Eudaimonia Partners LLC | 152,291 | $4.44M | 1.0% | +3.5% | 0.000% | |
2/16/2021 | WealthShield Partners LLC | 197,645 | $5.77M | 1.1% | +0.9% | 0.000% | |
2/12/2021 | F3Logic LLC | 978,415 | $28.55M | 4.0% | +6.1% | 0.000% | |
2/12/2021 | Financial Advocates Investment Management | 11,941 | $348K | 0.0% | -42.0% | 0.000% | |
1/25/2021 | Veracity Capital LLC | 32,024 | $934K | 0.5% | -60.4% | 0.000% | |
1/22/2021 | Sound Financial Strategies Group LLC | 10,993 | $321K | 0.2% | -95.1% | 0.000% | |
11/23/2020 | Eudaimonia Partners LLC | 147,089 | $3.74M | 0.8% | -10.8% | 0.000% | |
11/16/2020 | Eudaimonia Partners LLC | 159,913 | $4.07M | 1.0% | -3.0% | 0.000% | |
11/4/2020 | Financial Advocates Investment Management | 20,591 | $524K | 0.0% | -4.0% | 0.000% | |
10/30/2020 | WealthShield Partners LLC | 195,888 | $4.99M | 1.7% | +7.6% | 0.000% | |
10/21/2020 | Veracity Capital LLC | 80,824 | $2.06M | 1.1% | -58.7% | 0.000% | |
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10/19/2020 | Sound Financial Strategies Group LLC | 225,159 | $5.73M | 3.6% | -3.8% | 0.000% | |
8/14/2020 | Bank of America Corp DE | 1,670 | $39K | 0.0% | -50.4% | 0.000% | |
8/14/2020 | Advisor Group Holdings Inc. | 71,754 | $1.68M | 0.0% | +98.5% | 0.000% | |
8/10/2020 | F3Logic LLC | 867,957 | $20.24M | 3.7% | +6.4% | 0.000% | |
7/17/2020 | Sound Financial Strategies Group LLC | 234,115 | $5.46M | 3.5% | +2.2% | 0.000% | |
7/13/2020 | Veracity Capital LLC | 195,604 | $4.57M | 2.5% | -66.9% | 0.000% | |
5/18/2020 | Advisor Group Holdings Inc. | 36,149 | $852K | 0.0% | N/A | 0.000% | |
5/12/2020 | Emerald Investment Partners LLC | 208,381 | $4.91M | 3.0% | -38.6% | 0.000% | |
5/7/2020 | Veracity Capital LLC | 590,516 | $13.92M | 4.0% | -29.1% | 0.000% | |
5/5/2020 | Eudaimonia Partners LLC | 114,844 | $2.71M | 1.2% | +13.9% | 0.000% | |