7/18/2025 | Consolidated Portfolio Review Corp | 38,879 | $1.42M | 0.2% | +34.7% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 38,475 | $1.40M | 0.0% | +9.7% | 0.000% | |
7/17/2025 | Nova R Wealth Inc. | 281,349 | $10.26M | 4.8% | -10.4% | 0.000% | |
7/16/2025 | Owen LaRue LLC | 6,798 | $248K | 0.1% | N/A | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 2,050 | $75K | 0.0% | N/A | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 6,530 | $252K | 0.2% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 10,000 | $386K | 0.0% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 13,074 | $505K | 0.0% | -9.1% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 141,109 | $5.45M | 0.4% | -19.8% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 143,546 | $5.55M | 0.0% | +0.5% | 0.000% | |
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5/15/2025 | Landscape Capital Management L.L.C. | 6,775 | $262K | 0.0% | -66.3% | 0.000% | |
5/14/2025 | Comerica Bank | 4,807 | $186K | 0.0% | +7.9% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,151 | $44K | 0.0% | -33.0% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 24,750 | $956K | 0.0% | -15.7% | 0.000% | |
5/13/2025 | Elequin Capital LP | 2,262 | $87K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 89,112 | $3.44M | 0.0% | +4.0% | 0.000% | |
5/13/2025 | NFP Retirement Inc. | 56,719 | $2.19M | 0.2% | +3.9% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 25,985 | $1.00M | 0.0% | -2.1% | 0.000% | |
5/12/2025 | Invesco Ltd. | 200,741 | $7.76M | 0.0% | -10.1% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 57,515 | $2.22M | 0.0% | -47.9% | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 17,459 | $675K | 0.1% | -43.8% | 0.000% | |
5/7/2025 | MB Levis & Associates LLC | 1,500 | $58K | 0.0% | -34.8% | 0.000% | |
5/7/2025 | LPL Financial LLC | 54,624 | $2.11M | 0.0% | +4.0% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 150,539 | $5.51M | 0.6% | -1.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 12,414 | $480K | 0.0% | +4.6% | 0.000% | |
5/5/2025 | Fountainhead AM LLC | 5,285 | $204K | 0.0% | N/A | 0.000% | |
4/30/2025 | Hara Capital LLC | 17,213 | $665K | 0.4% | -21.6% | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 10,702 | $414K | 0.0% | -53.7% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,037 | $272K | 0.0% | +7.9% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 6,490 | $251K | 0.0% | N/A | 0.000% | |
4/23/2025 | Nova R Wealth Inc. | 313,846 | $12.13M | 6.0% | -2.0% | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 9,126 | $353K | 0.0% | +11.4% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 28,867 | $1.12M | 0.2% | -11.0% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 6,295 | $243K | 0.0% | +8.4% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 50,654 | $1.96M | 0.0% | +14.1% | 0.000% | |
4/21/2025 | Summa Corp. | 9,404 | $363K | 0.2% | -27.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,074 | $1.36M | 0.0% | +7.0% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 11,661 | $450K | 0.0% | +50,600.0% | 0.000% | |
3/14/2025 | Hara Capital LLC | 21,943 | $832K | 0.5% | N/A | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 1,000 | $41K | 0.0% | N/A | 0.000% | |
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2/18/2025 | Cornerstone Advisory LLC | 152,301 | $6.12M | 0.7% | +13.3% | 0.000% | |
2/17/2025 | Millennium Management LLC | 7,052 | $267K | 0.0% | -25.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 11,868 | $450K | 0.0% | -4.1% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 147,953 | $5.61M | 0.0% | -16.4% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 172,829 | $6.55M | 0.0% | +5.3% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 8,589 | $326K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 4,454 | $169K | 0.0% | +13.1% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 6,856 | $260K | 0.0% | +6.1% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 176,012 | $6.68M | 0.5% | -33.7% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 14,388 | $546K | 0.0% | +6.5% | 0.000% | |
2/13/2025 | Primoris Wealth Advisors LLC | 5,941 | $225K | 0.2% | -13.4% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 18,314 | $695K | 0.0% | -8.8% | 0.000% | |
2/13/2025 | NFP Retirement Inc. | 54,588 | $2.07M | 0.2% | -8.5% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 85,684 | $3.25M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 223,316 | $8.47M | 0.0% | +8.9% | 0.000% | |
2/13/2025 | Yakira Capital Management Inc. | 8,499 | $322K | 0.1% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 338,971 | $12.86M | 0.0% | -20.8% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 20,111 | $763K | 0.1% | -59.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 52,500 | $1.99M | 0.0% | -8.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 39,893 | $1.51M | 0.0% | -12.1% | 0.000% | |
2/10/2025 | HBK Sorce Advisory LLC | 8,194 | $311K | 0.0% | +14.8% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 26,529 | $1.01M | 0.0% | -12.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 85,684 | $3.25M | 0.0% | N/A | 0.000% | |
2/5/2025 | Corrado Advisors LLC | 6,630 | $251K | 0.2% | -25.0% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 110,493 | $4.19M | 0.0% | +29.1% | 0.000% | |
1/31/2025 | Hara Capital LLC | 21,943 | $832K | 0.5% | N/A | 0.000% | |
1/30/2025 | Nova R Wealth Inc. | 320,242 | $12.15M | 6.1% | -3.8% | 0.000% | |
1/28/2025 | AlphaStar Capital Management LLC | 23,139 | $878K | 0.1% | N/A | 0.000% | |
1/28/2025 | SOA Wealth Advisors LLC. | 2,311 | $88K | 0.0% | -10.0% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 32,433 | $1.23M | 0.2% | -23.8% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 32,787 | $1.24M | 0.0% | +40.5% | 0.000% | |
11/20/2024 | SOA Wealth Advisors LLC. | 2,569 | $108K | 0.0% | -15.8% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 6,137 | $257K | 0.0% | -6.7% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 30,279 | $1.27M | 0.0% | -6.1% | 0.000% | |
11/14/2024 | L.M. Kohn & Company | 6,793 | $285K | 0.1% | -4.2% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 20,073 | $842K | 0.0% | -3.3% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 49,814 | $2.09M | 0.2% | -10.2% | 0.000% | |
11/5/2024 | Fountainhead AM LLC | 4,863 | $204K | 0.0% | N/A | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 85,565 | $3.59M | 0.0% | +42.4% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 23,332 | $978K | 0.0% | -13.1% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 42,574 | $1.79M | 0.4% | +7.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 20,532 | $8.61M | 0.0% | N/A | 0.000% | |
10/15/2024 | Nova R Wealth Inc. | 332,969 | $13.96M | 6.9% | -2.0% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 25,095 | $1.05M | 0.1% | -3.3% | 0.000% | |
8/26/2024 | Founders Financial Alliance LLC | 8,128 | $332K | 0.1% | -20.2% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 14,694 | $600K | 0.2% | N/A | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 10,508 | $429K | 0.0% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 60,108 | $2.46M | 0.0% | +360.1% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 5,775 | $236K | 0.1% | -23.8% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 39,721 | $1.62M | 0.4% | +133.8% | 0.000% | |
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7/31/2024 | Semus Wealth Partners LLC | 8,293 | $339K | 0.3% | -24.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 44,714 | $1.83M | 0.0% | -6.5% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 54,605 | $2.23M | 0.0% | +4.3% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 22,036 | $900K | 0.0% | +8.1% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 7,884 | $322K | 0.0% | +46.4% | 0.000% | |
7/19/2024 | Raymond James & Associates | 44,877 | $1.83M | 0.0% | +7.0% | 0.000% | |
7/18/2024 | Nova R Wealth Inc. | 339,832 | $13.88M | 7.2% | -5.0% | 0.000% | |
7/10/2024 | NBC Securities Inc. | 25,938 | $1.06M | 0.1% | -1.3% | 0.000% | |
5/17/2024 | Comerica Bank | 5,187 | $215K | 0.0% | -4.6% | 0.000% | |
5/9/2024 | HBK Sorce Advisory LLC | 7,009 | $290K | 0.0% | +14.4% | 0.000% | |