4/24/2024 | Blue Bell Private Wealth Management LLC | 120,992 | $3.48M | 0.7% | -0.9% | 4.782% | |
4/24/2024 | Capasso Planning Partners LLC | 18,605 | $535K | 0.2% | +5.7% | 0.735% | |
4/15/2024 | Brookstone Capital Management | 10,347 | $297K | 0.0% | -10.3% | 0.409% | |
4/15/2024 | Sunbelt Securities Inc. | 50,712 | $1.46M | 0.2% | -57.4% | 2.004% | |
2/26/2024 | Centaurus Financial Inc. | 113,879 | $3.17M | 0.2% | +33.9% | 5.694% | |
2/9/2024 | Advisory Services Network LLC | 31,539 | $879K | 0.0% | N/A | 1.577% | |
|
2/6/2024 | Ifrah Financial Services Inc. | 13,137 | $366K | 0.1% | N/A | 0.657% | |
2/6/2024 | Orion Capital Management LLC | 8,738 | $243K | 0.1% | +108.0% | 0.437% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,200 | $256K | 0.0% | N/A | 0.460% | |
2/1/2024 | Millington Financial Advisors LLC | 36,993 | $1.03M | 0.8% | +137.9% | 1.850% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 6,600 | $184K | 0.1% | +11.5% | 0.330% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 122,060 | $3.40M | 0.8% | +1.8% | 6.103% | |
1/24/2024 | Arkadios Wealth Advisors | 8,656 | $241K | 0.0% | -9.5% | 0.433% | |
1/11/2024 | Brookstone Capital Management | 11,531 | $321K | 0.0% | N/A | 0.577% | |
1/11/2024 | Diligent Investors LLC | 11,000 | $306K | 0.1% | +10.0% | 0.550% | |
1/5/2024 | WealthPLAN Partners LLC | 32,571 | $907K | 0.1% | +5.1% | 1.629% | |
12/11/2023 | Sunbelt Securities Inc. | 118,151 | $3.10M | 0.4% | -3.3% | 5.908% | |
11/16/2023 | Orion Capital Management LLC | 4,200 | $110K | 0.1% | N/A | 0.210% | |
11/15/2023 | WealthPlan Investment Management LLC | 30,984 | $813K | 0.1% | N/A | 1.549% | |
11/2/2023 | Millington Financial Advisors LLC | 15,549 | $408K | 0.4% | -38.1% | 0.777% | |
11/2/2023 | WealthPlan Investment Management LLC | 30,984 | $813K | 0.1% | N/A | 1.549% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 119,932 | $3.15M | 0.8% | -3.0% | 5.997% | |
10/26/2023 | Capasso Planning Partners LLC | 17,907 | $470K | 0.3% | N/A | 0.895% | |
10/23/2023 | Commonwealth Equity Services LLC | 135,520 | $3.56M | 0.0% | +49.5% | 6.776% | |
10/13/2023 | CRA Financial Services LLC | 25,154 | $660K | 0.2% | -20.8% | 1.258% | |
10/13/2023 | Arkadios Wealth Advisors | 9,568 | $251K | 0.0% | +19.5% | 0.478% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 5,920 | $155K | 0.1% | N/A | 0.296% | |
8/16/2023 | Sunbelt Securities Inc. | 122,181 | $3.14M | 0.5% | -5.1% | 6.109% | |
8/10/2023 | Osaic Holdings Inc. | 174,815 | $4.50M | 0.0% | +14.8% | 8.741% | |
8/10/2023 | First Commonwealth Financial Corp PA | 10,146 | $261K | 0.1% | N/A | 0.507% | |
8/10/2023 | Commonwealth Equity Services LLC | 90,635 | $2.33M | 0.0% | +8.8% | 4.532% | |
8/10/2023 | Cetera Investment Advisers | 221,481 | $5.70M | 0.0% | +3.7% | 11.074% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 123,579 | $3.18M | 0.8% | -0.4% | 6.179% | |
8/8/2023 | Millington Financial Advisors LLC | 25,138 | $646K | 0.6% | -89.4% | 1.257% | |
8/2/2023 | Bank of Montreal Can | 15,400 | $396K | 0.0% | N/A | 0.770% | |
7/31/2023 | WealthPLAN Partners LLC | 52,043 | $1.34M | 0.2% | -44.4% | 2.602% | |
7/14/2023 | Macroview Investment Management LLC | 46,834 | $1.20M | 1.8% | -1.1% | 2.342% | |
5/17/2023 | Sunbelt Securities Inc. | 128,745 | $3.15M | 0.5% | -30.4% | 6.502% | |
5/11/2023 | Envestnet Asset Management Inc. | 22,522 | $554K | 0.0% | +21.2% | 1.137% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 124,072 | $3.05M | 0.9% | +1.1% | 6.266% | |
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4/28/2023 | Strategic Blueprint LLC | 46,086 | $1.13M | 0.1% | +21.6% | 2.328% | |
3/6/2023 | OLD Mission Capital LLC | 11,143 | $259K | 0.0% | N/A | 0.000% | |
2/13/2023 | Kingsview Wealth Management LLC | 9,250 | $215K | 0.0% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 128,791 | $2.99M | 0.0% | +866.2% | 0.000% | |
2/10/2023 | Corrado Advisors LLC | 13,707 | $318K | 0.2% | N/A | 0.000% | |
2/8/2023 | Sunbelt Securities Inc. | 184,850 | $4.29M | 0.8% | +944.9% | 0.000% | |
2/8/2023 | Millington Financial Advisors LLC | 231,700 | $5.38M | 5.2% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 80,708 | $1.87M | 0.0% | N/A | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 18,584 | $431K | 0.0% | N/A | 0.000% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 122,757 | $2.85M | 0.9% | +1,077.2% | 0.000% | |
2/1/2023 | Bank of Montreal Can | 15,400 | $359K | 0.0% | +175.0% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 16,995 | $394K | 0.0% | N/A | 0.000% | |
1/26/2023 | Strategic Blueprint LLC | 37,897 | $879K | 0.1% | N/A | 0.000% | |
1/24/2023 | CRA Financial Services LLC | 31,754 | $737K | 0.2% | N/A | 0.000% | |
1/23/2023 | Orion Capital Management LLC | 4,000 | $93K | 0.1% | N/A | 0.000% | |
1/20/2023 | Diligent Investors LLC | 10,000 | $232K | 0.1% | N/A | 0.000% | |
1/11/2023 | Macroview Investment Management LLC | 47,025 | $1.09M | 1.9% | N/A | 0.000% | |
1/11/2023 | Sound Income Strategies LLC | 1,127 | $26K | 0.0% | N/A | 0.000% | |
12/12/2022 | WealthPlan Investment Management LLC | 94,147 | $2.19M | 0.2% | N/A | 0.000% | |