5/16/2025 | NewEdge Advisors LLC | 514 | $35K | 0.0% | -48.0% | 0.010% | |
5/14/2025 | Summit Financial LLC | 109,339 | $7.49M | 0.2% | N/A | 2.123% | |
4/23/2025 | Western Wealth Management LLC | 4,916 | $337K | 0.0% | +4.6% | 0.095% | |
4/23/2025 | Golden State Wealth Management LLC | 7,956 | $545K | 0.0% | +94.2% | 0.154% | |
4/17/2025 | Vicus Capital | 5,549 | $380K | 0.0% | +45.9% | 0.108% | |
4/9/2025 | NBC Securities Inc. | 650 | $44K | 0.0% | N/A | 0.013% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 46,915 | $3.07M | 2.2% | N/A | 0.902% | |
2/17/2025 | Ameriprise Financial Inc. | 148,240 | $9.68M | 0.0% | +11.5% | 2.851% | |
2/14/2025 | Integrated Wealth Concepts LLC | 10,089 | $659K | 0.0% | +3.6% | 0.194% | |
2/14/2025 | IHT Wealth Management LLC | 3,293 | $215K | 0.0% | -9.4% | 0.063% | |
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2/13/2025 | Keystone Financial Group | 8,148 | $532K | 0.1% | N/A | 0.157% | |
2/10/2025 | EverSource Wealth Advisors LLC | 3,593 | $235K | 0.0% | -29.0% | 0.069% | |
2/6/2025 | Jones Financial Companies Lllp | 31,568 | $2.06M | 0.0% | +104.5% | 0.607% | |
1/30/2025 | Vicus Capital | 3,803 | $248K | 0.0% | N/A | 0.073% | |
1/28/2025 | Golden State Wealth Management LLC | 4,096 | $268K | 0.0% | N/A | 0.079% | |
11/15/2024 | IHT Wealth Management LLC | 3,634 | $247K | 0.0% | +7.8% | 0.070% | |
8/14/2024 | EverSource Wealth Advisors LLC | 3,481 | $225K | 0.0% | -10.4% | 0.063% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 16,251 | $992K | 0.0% | -2.6% | 0.295% | |
6/11/2024 | EverSource Wealth Advisors LLC | 3,887 | $235K | 0.0% | -22.6% | 0.069% | |
5/17/2024 | Comerica Bank | 6,112 | $380K | 0.0% | -2.5% | 0.108% | |
5/9/2024 | Eagle Bay Advisors LLC | 4,623 | $287K | 0.2% | +10.8% | 0.082% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,022 | $294K | 0.0% | -59.7% | 0.084% | |
11/4/2023 | NBC Securities Inc. | 650 | $35K | 0.0% | N/A | 0.011% | |
11/4/2023 | EverSource Wealth Advisors LLC | 12,466 | $677K | 0.1% | -9.6% | 0.203% | |
10/18/2023 | Private Trust Co. NA | 4,716 | $256K | 0.0% | +17.2% | 0.076% | |
8/7/2023 | Keystone Financial Group | 9,031 | $511K | 0.1% | N/A | 0.141% | |
8/4/2023 | EverSource Wealth Advisors LLC | 13,786 | $780K | 0.1% | +1,177.7% | 0.215% | |
8/2/2023 | North Star Investment Management Corp. | 3,735 | $211K | 0.0% | -25.6% | 0.058% | |
7/28/2023 | Private Trust Co. NA | 4,023 | $228K | 0.0% | +9.8% | 0.063% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,778 | $949K | 0.0% | -24.7% | 0.262% | |
5/5/2023 | Silver Oak Securities Incorporated | 52,170 | $3M | 0.5% | +0.7% | 0.779% | |
5/3/2023 | Integrated Wealth Concepts LLC | 13,930 | $801K | 0.0% | +126.0% | 0.208% | |
4/28/2023 | Janney Montgomery Scott LLC | 61,065 | $3.51M | 0.0% | -16.0% | 0.911% | |
4/26/2023 | Eagle Bay Advisors LLC | 4,172 | $240K | 0.1% | N/A | 0.062% | |
2/13/2023 | Integrated Wealth Concepts LLC | 6,165 | $363K | 0.0% | +24.6% | 0.096% | |
2/9/2023 | EverSource Wealth Advisors LLC | 970 | $57K | 0.0% | N/A | 0.015% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 12,544 | $739K | 0.0% | +5.2% | 0.196% | |
2/2/2023 | Silver Oak Securities Incorporated | 51,810 | $3.05M | 0.6% | +38.8% | 0.810% | |
2/1/2023 | Janney Montgomery Scott LLC | 72,687 | $4.28M | 0.0% | N/A | 1.136% | |
1/11/2023 | North Star Investment Management Corp. | 5,017 | $295K | 0.0% | N/A | 0.081% | |
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10/20/2022 | Silver Oak Securities Incorporated | 37,320 | $1.98M | 0.4% | -0.8% | 0.661% | |
10/17/2022 | Private Trust Co. NA | 3,664 | $194K | 0.0% | -11.9% | 0.062% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 11,923 | $632K | 0.0% | +8.1% | 0.200% | |
9/16/2022 | Private Trust Co. NA | 4,158 | $242K | 0.0% | N/A | 0.082% | |
8/9/2022 | TIAA FSB | 3,654 | $212K | 0.0% | N/A | 0.072% | |
8/5/2022 | Keystone Financial Group | 9,031 | $525K | 0.1% | -5.3% | 0.177% | |
2/14/2022 | IHT Wealth Management LLC | 3,954 | $242K | 0.0% | -5.8% | 0.093% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 10,974 | $671K | 0.0% | +38.0% | 0.264% | |
11/12/2021 | Keystone Financial Group | 12,660 | $720K | 0.1% | -11.0% | 0.329% | |
8/24/2021 | Flow Traders U.S. LLC | 4,329 | $245K | 0.0% | N/A | 0.112% | |
7/20/2021 | Country Trust Bank | 697 | $39K | 0.0% | N/A | 0.018% | |
5/17/2021 | Ameriprise Financial Inc. | 62,204 | $3.11M | 0.0% | +9.5% | 1.616% | |