5/1/2025 | Greatmark Investment Partners Inc. | 257,612 | $2.60M | 0.4% | +1.5% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 52,719 | $532K | 0.0% | -39.2% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 36,073 | $364K | 0.0% | -10.8% | 0.000% | |
4/25/2025 | Pacific Wealth Strategies Group Inc. | 713,841 | $7.21M | 5.4% | -1.7% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 6,692 | $68K | 0.0% | +105.7% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 22,167 | $224K | 0.0% | -9.2% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 105,577 | $1.07M | 0.0% | -1.2% | 0.000% | |
4/22/2025 | PFG Investments LLC | 27,459 | $277K | 0.0% | -8.0% | 0.000% | |
4/21/2025 | L.M. Kohn & Company | 22,574 | $228K | 0.1% | +5.1% | 0.000% | |
4/21/2025 | Steel Grove Capital Advisors LLC | 3,550 | $36K | 0.0% | N/A | 0.000% | |
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4/21/2025 | Cadent Capital Advisors LLC | 15,000 | $152K | 0.1% | -93.9% | 0.000% | |
4/21/2025 | LifeWealth Investments LLC | 29,123 | $294K | 0.1% | +88.5% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 142,350 | $1.44M | 0.0% | N/A | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,490 | $177K | 0.0% | +20.5% | 0.000% | |
4/16/2025 | Union Bancaire Privee UBP SA | 35,176 | $359K | 0.0% | -27.6% | 0.000% | |
4/11/2025 | MKT Advisors LLC | 43,010 | $434K | 0.2% | -5.7% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 10,212 | $103K | 0.0% | N/A | 0.000% | |
4/9/2025 | Mirador Capital Partners LP | 64,293 | $649K | 0.1% | -2.0% | 0.000% | |
4/8/2025 | Burns J W & Co. Inc. NY | 269,891 | $2.73M | 0.4% | +9.2% | 0.000% | |
4/3/2025 | Legacy Wealth Management LLC MS | 13,365 | $135K | 0.0% | -71.1% | 0.000% | |
3/19/2025 | Northeast Planning Associates INC. NH | 30,482 | $370K | 0.4% | N/A | 0.000% | |
3/19/2025 | Chancellor Financial Group WB LP | 26,291 | $319K | 0.3% | N/A | 0.000% | |
2/26/2025 | LifeWealth Investments LLC | 15,447 | $188K | 0.1% | N/A | 0.000% | |
2/17/2025 | Morse Asset Management Inc | 147,830 | $1.80M | 0.4% | +13.3% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 33,310 | $404K | 0.0% | -89.8% | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 20,226 | $246K | 0.0% | +19.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,248,514 | $27.30M | 0.0% | +1.0% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 158,914 | $1.93M | 0.0% | -4.5% | 0.000% | |
2/14/2025 | Bison Wealth LLC | 23,241 | $282K | 0.1% | -5.7% | 0.000% | |
2/14/2025 | Beacon Pointe Advisors LLC | 49,629 | $602K | 0.0% | +15.1% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 110,993 | $1.35M | 0.0% | -19.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 753,735 | $9.15M | 0.1% | +18.3% | 0.000% | |
2/13/2025 | Mariner LLC | 255,282 | $3.10M | 0.0% | -0.6% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 134,884 | $1.64M | 0.0% | -50.0% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 76,218 | $925K | 0.0% | -2.2% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 301,507 | $3.66M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 583,826 | $7.09M | 0.0% | +0.4% | 0.000% | |
2/12/2025 | OneAscent Financial Services LLC | 76,879 | $933K | 0.1% | N/A | 0.000% | |
2/12/2025 | National Bank of Canada FI | 41,450 | $503K | 0.0% | -2.8% | 0.000% | |
2/12/2025 | PKS Advisory Services LLC | 15,602 | $189K | 0.1% | N/A | 0.000% | |
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2/11/2025 | LPL Financial LLC | 1,202,832 | $14.60M | 0.0% | +2.3% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 55,503 | $674K | 0.3% | -14.2% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 172,332 | $2.09M | 0.0% | -23.8% | 0.000% | |
2/10/2025 | Greatmark Investment Partners Inc. | 253,689 | $3.08M | 0.4% | +2.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 102,281 | $1.24M | 0.0% | -34.3% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 11,985 | $145K | 0.0% | +12.2% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 301,507 | $3.66M | 0.0% | N/A | 0.000% | |
2/6/2025 | Mainstream Capital Management LLC | 2,120 | $26K | 0.0% | N/A | 0.000% | |
2/6/2025 | Meridian Wealth Management LLC | 29,623 | $360K | 0.0% | +19.0% | 0.000% | |
2/5/2025 | Verus Capital Partners LLC | 12,953 | $157K | 0.0% | -18.7% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 24,415 | $296K | 0.0% | +34.9% | 0.000% | |
2/4/2025 | Union Bancaire Privee UBP SA | 48,557 | $578K | 0.0% | N/A | 0.000% | |
2/3/2025 | Winebrenner Capital Management LLC | 30,000 | $364K | 0.3% | N/A | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 25,924 | $315K | 0.0% | +7.5% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 21,826 | $266K | 0.0% | -4.3% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 13,354 | $162K | 0.0% | N/A | 0.000% | |
1/30/2025 | Blue Trust Inc. | 3,134 | $38K | 0.0% | N/A | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 127,078 | $1.54M | 0.0% | +2.7% | 0.000% | |
1/28/2025 | Pacific Wealth Strategies Group Inc. | 726,109 | $8.82M | 6.1% | +2.8% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 110,188 | $1.34M | 0.0% | +11.2% | 0.000% | |
1/28/2025 | Golden State Wealth Management LLC | 3,253 | $39K | 0.0% | N/A | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 13,354 | $162K | 0.0% | N/A | 0.000% | |
1/27/2025 | Financial Advocates Investment Management | 25,140 | $305K | 0.0% | +4.0% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 86,646 | $1.05M | 0.0% | -6.0% | 0.000% | |
1/24/2025 | DAVENPORT & Co LLC | 40,453 | $491K | 0.0% | -14.5% | 0.000% | |
1/23/2025 | Dumont & Blake Investment Advisors LLC | 236,321 | $2.87M | 0.8% | +0.7% | 0.000% | |
1/22/2025 | Union Bancaire Privee UBP SA | 48,557 | $578K | 0.0% | N/A | 0.000% | |
1/22/2025 | Blue Trust Inc. | 3,054 | $36K | 0.0% | N/A | 0.000% | |
1/22/2025 | PFG Investments LLC | 29,859 | $362K | 0.0% | +27.2% | 0.000% | |
1/21/2025 | MKT Advisors LLC | 45,624 | $532K | 0.2% | -4.0% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 20,455 | $248K | 0.0% | +9.7% | 0.000% | |
1/15/2025 | Mirador Capital Partners LP | 65,598 | $796K | 0.1% | -16.0% | 0.000% | |
1/13/2025 | Burns J W & Co. Inc. NY | 247,096 | $3M | 0.4% | +11.8% | 0.000% | |
1/13/2025 | Cadent Capital Advisors LLC | 247,714 | $3.01M | 1.0% | +6.8% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 46,719 | $559K | 0.0% | -82.3% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 46,206 | $551K | 0.2% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 12,546 | $155K | 0.0% | +11.1% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 130,523 | $1.56M | 0.3% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 22,564 | $269K | 0.0% | +69.9% | 0.000% | |
11/15/2024 | National Bank of Canada FI | 42,650 | $509K | 0.0% | -3.0% | 0.000% | |
11/15/2024 | Morse Asset Management Inc | 130,522 | $1.56M | 0.3% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 77,894 | $929K | 0.0% | -9.6% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 10,000 | $119K | 0.0% | +233.3% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 226,022 | $2.70M | 0.0% | -20.7% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 33,966 | $405K | 0.0% | -4.2% | 0.000% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 26,006 | $310K | 0.0% | -11.6% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 99,113 | $1.18M | 0.0% | +6.3% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 26,597 | $317K | 0.0% | +8.5% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 24,113 | $288K | 0.0% | +14.3% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 158,755 | $1.89M | 0.0% | -4.4% | 0.000% | |
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10/28/2024 | Pacific Wealth Strategies Group Inc. | 706,432 | $8.43M | 6.2% | +10.0% | 0.000% | |
10/28/2024 | US Bancorp DE | 3,500 | $42K | 0.0% | N/A | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 24,180 | $288K | 0.0% | +10.5% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,276 | $182K | 0.0% | +34.9% | 0.000% | |
10/24/2024 | PFG Investments LLC | 23,479 | $280K | 0.0% | +20.8% | 0.000% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 234,774 | $2.80M | 0.7% | -49.7% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 263,415 | $31.43M | 0.0% | +1,115.4% | 0.000% | |
10/18/2024 | Cadent Capital Advisors LLC | 231,858 | $2.77M | 0.9% | N/A | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 10,003 | $119K | 0.1% | N/A | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,861 | $142K | 0.0% | N/A | 0.000% | |