3/1/2024 | Goldman Sachs Group Inc. | 22,191 | $1.01M | 0.0% | N/A | 0.200% | |
2/15/2024 | Baird Financial Group Inc. | 242,137 | $11.02M | 0.0% | +4,620.0% | 2.181% | |
2/15/2024 | Biltmore Family Office LLC | 81,030 | $3.69M | 0.8% | +94.7% | 0.730% | |
2/14/2024 | Royal Bank of Canada | 149,375 | $6.80M | 0.0% | +8.4% | 1.346% | |
2/14/2024 | Kestra Advisory Services LLC | 17,353 | $0.79M | 0.0% | -61.5% | 0.156% | |
2/13/2024 | Envestnet Asset Management Inc. | 130,754 | $5.95M | 0.0% | +28.0% | 1.178% | |
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2/13/2024 | Cetera Advisor Networks LLC | 39,560 | $1.80M | 0.0% | -21.9% | 0.356% | |
2/13/2024 | Oppenheimer & Co. Inc. | 22,393 | $1.02M | 0.0% | +14.9% | 0.202% | |
2/13/2024 | Goldman Sachs Group Inc. | 22,191 | $1.01M | 0.0% | N/A | 0.200% | |
2/13/2024 | Belpointe Asset Management LLC | 15,353 | $0.70M | 0.1% | N/A | 0.138% | |
2/12/2024 | Laidlaw Wealth Management LLC | 10,914 | $0.50M | 0.2% | -23.8% | 0.098% | |
2/12/2024 | Stifel Financial Corp | 82,212 | $3.74M | 0.0% | +8.9% | 0.741% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,852 | $0.81M | 0.0% | -3.5% | 0.161% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 100,299 | $4.57M | 0.0% | -17.9% | 0.904% | |
2/9/2024 | Assetmark Inc. | 20,157 | $0.92M | 0.0% | +149.3% | 0.182% | |
2/9/2024 | D.A. Davidson & CO. | 7,768 | $0.35M | 0.0% | -93.5% | 0.070% | |
2/9/2024 | Wells Fargo & Company MN | 336,479 | $15.32M | 0.0% | -16.6% | 3.031% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 11,993 | $0.55M | 0.0% | -22.9% | 0.108% | |
2/9/2024 | UBS Group AG | 42,175 | $1.92M | 0.0% | +376.3% | 0.380% | |
2/8/2024 | Janney Montgomery Scott LLC | 67,815 | $3.09M | 0.0% | -2.8% | 0.611% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,435 | $0.34M | 0.0% | -7.6% | 0.067% | |
2/7/2024 | NBC Securities Inc. | 13,346 | $0.61M | 0.1% | -4.6% | 0.120% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 3,130 | $0.14M | 0.0% | +1,038.2% | 0.028% | |
2/6/2024 | Private Advisor Group LLC | 28,299 | $1.29M | 0.0% | -7.4% | 0.255% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 67,622 | $3.08M | 0.1% | -7.2% | 0.609% | |
2/6/2024 | SRS Capital Advisors Inc. | 7,993 | $0.36M | 0.0% | +271.8% | 0.072% | |
2/5/2024 | Kestra Private Wealth Services LLC | 5,327 | $0.24M | 0.0% | -39.4% | 0.048% | |
2/5/2024 | Flaharty Asset Management LLC | 24,880 | $1.13M | 0.2% | -4.8% | 0.224% | |
2/5/2024 | Silver Oak Securities Incorporated | 5,311 | $0.24M | 0.0% | -7.4% | 0.048% | |
2/5/2024 | RiverFront Investment Group LLC | 59,268 | $2.70M | 0.1% | -4.4% | 0.534% | |
2/5/2024 | Sargent Investment Group LLC | 51,665 | $2.35M | 0.5% | -0.6% | 0.465% | |
2/2/2024 | Truist Financial Corp | 143,152 | $6.52M | 0.0% | +18.0% | 1.290% | |
2/2/2024 | TAP Consulting LLC | 37,723 | $1.72M | 0.4% | +7.6% | 0.340% | |
2/2/2024 | Atria Wealth Solutions Inc. | 15,659 | $0.71M | 0.0% | +3.6% | 0.142% | |
2/1/2024 | New England Capital Financial Advisors LLC | 741 | $34K | 0.0% | +90.0% | 0.007% | |
2/1/2024 | Capital Investment Advisory Services LLC | 6,805 | $0.31M | 0.0% | +5.1% | 0.062% | |
2/1/2024 | CWM LLC | 3,097 | $0.14M | 0.0% | +151.0% | 0.028% | |
1/31/2024 | KFG Wealth Management LLC | 4,414 | $0.20M | 0.1% | N/A | 0.040% | |
1/31/2024 | Western Wealth Management LLC | 5,088 | $0.23M | 0.0% | N/A | 0.046% | |
1/30/2024 | SFI Advisors LLC | 91,431 | $4.16M | 3.6% | +31.5% | 0.827% | |
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1/25/2024 | HBK Sorce Advisory LLC | 4,600 | $0.21M | 0.0% | N/A | 0.042% | |
1/25/2024 | Spectrum Wealth Advisory Group LLC | 92,541 | $4.21M | 5.2% | N/A | 0.837% | |
1/25/2024 | International Assets Investment Management LLC | 13,317 | $0.61M | 0.0% | N/A | 0.121% | |
1/24/2024 | Arkadios Wealth Advisors | 4,459 | $0.20M | 0.0% | N/A | 0.040% | |
1/24/2024 | International Assets Investment Management LLC | 606,341 | $27.61M | 0.0% | N/A | 5.487% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 12,856 | $0.59M | 0.5% | +18.1% | 0.116% | |
1/22/2024 | Princeton Global Asset Management LLC | 600 | $27K | 0.0% | -50.0% | 0.005% | |
1/18/2024 | Gradient Investments LLC | 17,080 | $0.78M | 0.0% | +126.0% | 0.155% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 139,041 | $6.33M | 0.0% | -5.2% | 1.270% | |
1/16/2024 | Raymond James & Associates | 276,713 | $12.60M | 0.0% | +116.5% | 2.527% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 28,381 | $1.29M | 0.2% | +0.9% | 0.263% | |
1/11/2024 | KWB Wealth | 11,181 | $0.51M | 0.1% | +33.4% | 0.104% | |
1/11/2024 | TCP Asset Management LLC | 6,232 | $0.28M | 0.1% | -93.3% | 0.058% | |
12/11/2023 | Sunbelt Securities Inc. | 1,852 | $75K | 0.0% | N/A | 0.018% | |
12/5/2023 | TAP Consulting LLC | 35,059 | $1.42M | 0.4% | +1.5% | 0.339% | |
11/16/2023 | Creative Planning | 852 | $35K | 0.0% | N/A | 0.008% | |
11/16/2023 | Harbour Investments Inc. | 2,396 | $97K | 0.0% | +32.2% | 0.023% | |
11/15/2023 | Royal Bank of Canada | 137,807 | $5.58M | 0.0% | +4.0% | 1.331% | |
11/15/2023 | Ameriprise Financial Inc. | 213,952 | $8.66M | 0.0% | +26.7% | 2.067% | |
11/15/2023 | SRS Capital Advisors Inc. | 2,150 | $87K | 0.0% | N/A | 0.021% | |
11/13/2023 | EPG Wealth Management LLC | 42,073 | $1.70M | 0.5% | N/A | 0.407% | |
11/13/2023 | Stifel Financial Corp | 75,492 | $3.06M | 0.0% | +79.8% | 0.729% | |
11/13/2023 | Mariner LLC | 144,225 | $5.84M | 0.0% | +2.5% | 1.393% | |
11/13/2023 | LPL Financial LLC | 769,133 | $31.16M | 0.0% | +22.7% | 7.431% | |
11/13/2023 | Sargent Investment Group LLC | 51,977 | $2.11M | 0.5% | -21.0% | 0.502% | |
11/13/2023 | Laidlaw Wealth Management LLC | 14,325 | $0.58M | 0.2% | -11.6% | 0.138% | |
11/13/2023 | Envestnet Asset Management Inc. | 102,146 | $4.14M | 0.0% | +47.3% | 0.987% | |
11/13/2023 | Kestra Advisory Services LLC | 45,049 | $1.83M | 0.0% | +11.6% | 0.435% | |
11/9/2023 | First Heartland Consultants Inc. | 15,761 | $0.64M | 0.1% | +125.5% | 0.152% | |
11/9/2023 | UBS Group AG | 8,854 | $0.36M | 0.0% | +185.8% | 0.086% | |
11/8/2023 | D.A. Davidson & CO. | 119,418 | $4.84M | 0.1% | -25.8% | 1.154% | |
11/8/2023 | Janney Montgomery Scott LLC | 69,794 | $2.83M | 0.0% | +15.8% | 0.674% | |
11/8/2023 | Atria Wealth Solutions Inc. | 15,111 | $0.61M | 0.0% | +32.3% | 0.146% | |
11/8/2023 | Avantax Advisory Services Inc. | 8,046 | $0.33M | 0.0% | +24.4% | 0.078% | |
11/8/2023 | Oppenheimer & Co. Inc. | 19,486 | $0.79M | 0.0% | +47.8% | 0.188% | |
11/8/2023 | Kestra Private Wealth Services LLC | 8,786 | $0.36M | 0.0% | -10.2% | 0.085% | |
11/7/2023 | Kingsview Wealth Management LLC | 23,875 | $0.97M | 0.0% | N/A | 0.231% | |
11/7/2023 | Prosperity Financial Group Inc. | 16,885 | $0.68M | 0.6% | N/A | 0.163% | |
11/7/2023 | RiverFront Investment Group LLC | 61,966 | $2.51M | 0.1% | -2.2% | 0.599% | |
11/6/2023 | Cottage Street Advisors LLC | 5,737 | $0.23M | 0.2% | N/A | 0.055% | |
11/4/2023 | NBC Securities Inc. | 13,986 | $0.57M | 0.1% | N/A | 0.135% | |
11/3/2023 | Certuity LLC | 17,294 | $0.70M | 0.1% | N/A | 0.167% | |
11/3/2023 | Private Advisor Group LLC | 30,557 | $1.24M | 0.0% | -57.8% | 0.295% | |
11/3/2023 | Main Street Financial Solutions LLC | 13,113 | $0.53M | 0.1% | -10.7% | 0.127% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 10,886 | $0.44M | 0.4% | -4.8% | 0.105% | |
10/30/2023 | SFI Advisors LLC | 69,509 | $2.82M | 2.8% | +4.9% | 0.672% | |
10/27/2023 | Assetmark Inc. | 8,087 | $0.33M | 0.0% | N/A | 0.079% | |
10/27/2023 | Princeton Global Asset Management LLC | 1,200 | $49K | 0.0% | N/A | 0.012% | |
10/27/2023 | Gradient Investments LLC | 7,557 | $0.31M | 0.0% | +44.6% | 0.073% | |
10/24/2023 | J.W. Cole Advisors Inc. | 5,975 | $0.24M | 0.0% | +5.5% | 0.058% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 146,731 | $5.94M | 0.0% | +332.6% | 1.425% | |
10/24/2023 | Raymond James & Associates | 127,820 | $5.18M | 0.0% | +1.1% | 1.241% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 122,099 | $4.95M | 0.0% | +32.2% | 1.185% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,779 | $1.81M | 0.0% | +18.1% | 0.435% | |
10/17/2023 | Elevated Capital Advisors LLC | 5,409 | $0.22M | 0.1% | +6.2% | 0.053% | |
10/11/2023 | AE Wealth Management LLC | 45,055 | $1.83M | 0.0% | +408.3% | 0.437% | |
10/11/2023 | KWB Wealth | 8,384 | $0.34M | 0.1% | -6.0% | 0.081% | |
8/18/2023 | SFI Advisors LLC | 66,279 | $3.03M | 2.9% | N/A | 0.717% | |
8/18/2023 | Elevated Capital Advisors LLC | 5,094 | $0.23M | 0.1% | N/A | 0.055% | |
8/15/2023 | Wells Fargo & Company MN | 359,080 | $16.40M | 0.0% | +351.4% | 3.882% | |