4/26/2024 | MONECO Advisors LLC | 266,278 | $3.52M | 0.6% | -1.9% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 456,130 | $6.04M | 0.6% | +1.3% | 0.000% | |
4/25/2024 | Armor Investment Advisors LLC | 25,187 | $333K | 0.2% | -21.3% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 6,000 | $79K | 0.0% | +62.2% | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 27,942 | $370K | 0.1% | -9.5% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 852,160 | $11.27M | 0.0% | +5.4% | 0.000% | |
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4/22/2024 | Raymond James & Associates | 615,114 | $8.14M | 0.0% | +1.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 348,164 | $4.61M | 0.0% | +6.6% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 116,747 | $1.55M | 0.1% | -2.7% | 0.000% | |
4/15/2024 | Investment Partners Asset Management Inc. | 43,254 | $572K | 0.5% | -2.3% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 129,187 | $1.66M | 0.0% | +2.7% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 34,991 | $449K | 0.0% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 271,349 | $3.48M | 0.7% | -0.4% | 0.000% | |
2/27/2024 | ARQ Wealth Advisors LLC | 91,947 | $1.18M | 0.7% | +23.3% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 25,309 | $325K | 0.0% | +14.2% | 0.000% | |
2/15/2024 | Comerica Bank | 111,569 | $1.43M | 0.0% | -3.9% | 0.000% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 91,957 | $1.17M | 0.9% | -1.9% | 0.000% | |
2/12/2024 | StoneX Group Inc. | 50,255 | $645K | 0.1% | -8.1% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 25,599 | $328K | 0.0% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 45,231 | $580K | 0.0% | -19.6% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 64,501 | $828K | 0.0% | -28.9% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,589,050 | $20.39M | 0.0% | -4.3% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 742,933 | $9.53M | 0.4% | +487.5% | 0.000% | |
2/9/2024 | UBS Group AG | 1,774,641 | $22.77M | 0.0% | -4.3% | 0.000% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 12,511 | $161K | 0.0% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 185,562 | $2.38M | 0.0% | -20.4% | 0.000% | |
2/7/2024 | Johnson Investment Counsel Inc. | 10,000 | $128K | 0.0% | N/A | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 393,571 | $5.05M | 2.1% | +19.4% | 0.000% | |
2/7/2024 | Howard Wealth Management LLC | 42,391 | $544K | 0.5% | +14.4% | 0.000% | |
2/6/2024 | Spire Wealth Management | 21,346 | $274K | 0.0% | +8.4% | 0.000% | |
2/6/2024 | Great Valley Advisor Group Inc. | 23,153 | $297K | 0.0% | -15.0% | 0.000% | |
2/5/2024 | MONECO Advisors LLC | 271,349 | $3.48M | 0.7% | -0.4% | 0.000% | |
2/5/2024 | Islay Capital Management LLC | 71,837 | $922K | 0.7% | -13.6% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 21,965 | $282K | 0.0% | -8.3% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 34,344 | $441K | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 60,493 | $776K | 0.0% | -27.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 39,427 | $506K | 0.0% | -7.0% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 159,628 | $2.05M | 0.0% | -22.1% | 0.000% | |
2/1/2024 | Lindbrook Capital LLC | 450,264 | $5.78M | 0.6% | -9.5% | 0.000% | |
1/31/2024 | HTLF Bank | 73,002 | $937K | 0.1% | N/A | 0.000% | |
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1/31/2024 | Western Wealth Management LLC | 11,200 | $144K | 0.0% | -18.1% | 0.000% | |
1/30/2024 | Prosperity Wealth Management Inc. | 112,322 | $1.44M | 0.9% | +3.6% | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 30,875 | $396K | 0.1% | N/A | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 10,792 | $138K | 0.3% | N/A | 0.000% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 1,957 | $25K | 0.0% | N/A | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 15,083 | $194K | 0.0% | N/A | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 326,734 | $4.19M | 0.0% | N/A | 0.000% | |
1/25/2024 | Investment Partners Asset Management Inc. | 44,254 | $568K | 0.6% | N/A | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 3,700 | $47K | 0.0% | N/A | 0.000% | |
1/24/2024 | Venture Visionary Partners LLC | 57,278 | $735K | 0.0% | +66.9% | 0.000% | |
1/24/2024 | Allworth Financial LP | 13,512 | $173K | 0.0% | +66.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 459,873 | $5.90M | 0.0% | +1,184.0% | 0.000% | |
1/19/2024 | Armor Investment Advisors LLC | 32,003 | $411K | 0.2% | -7.2% | 0.000% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 28,346 | $364K | 0.1% | -2.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 808,180 | $10.37M | 0.0% | -0.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 608,979 | $7.81M | 0.0% | -0.2% | 0.000% | |
1/12/2024 | Twelve Points Wealth Management LLC | 174,870 | $2.24M | 1.1% | -35.2% | 0.000% | |
1/12/2024 | Commons Capital LLC | 17,610 | $226K | 0.4% | -21.3% | 0.000% | |
1/11/2024 | Patten Group Inc. | 81,365 | $1.04M | 0.3% | +1.2% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 125,755 | $1.62M | 0.0% | +4.8% | 0.000% | |
11/30/2023 | ARQ Wealth Advisors LLC | 74,546 | $944K | 0.7% | N/A | 0.000% | |
11/13/2023 | Stifel Financial Corp | 237,447 | $3.01M | 0.0% | -1.6% | 0.000% | |
11/13/2023 | LPL Financial LLC | 1,666,379 | $21.10M | 0.0% | +11.5% | 0.000% | |
11/13/2023 | Invesco Ltd. | 1,161,249 | $14.70M | 0.0% | +46.1% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 204,928 | $2.59M | 0.0% | +85.6% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 28,793 | $365K | 0.0% | -20.2% | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 69,014 | $874K | 0.3% | +13.1% | 0.000% | |
11/9/2023 | Cornerstone Advisors LLC | 126,455 | $1.60M | 0.1% | N/A | 0.000% | |
11/9/2023 | Delta Asset Management LLC TN | 2,100 | $27K | 0.0% | -32.3% | 0.000% | |
11/9/2023 | UBS Group AG | 1,854,948 | $23.48M | 0.0% | +0.2% | 0.000% | |
11/8/2023 | Annis Gardner Whiting Capital Advisors LLC | 3,000 | $39K | 0.0% | N/A | 0.000% | |
11/8/2023 | Pathstone Family Office LLC | 17,537 | $222K | 0.0% | N/A | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 90,670 | $1.15M | 0.0% | -0.9% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 233,102 | $2.95M | 0.0% | +2.5% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 42,402 | $544K | 0.0% | -77.4% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 62,517 | $791K | 0.1% | +88.6% | 0.000% | |
11/8/2023 | Spire Wealth Management | 19,696 | $249K | 0.0% | -60.4% | 0.000% | |
11/8/2023 | Western Wealth Management LLC | 13,674 | $173K | 0.0% | +7.7% | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 128,825 | $1.63M | 0.1% | +7.1% | 0.000% | |
11/7/2023 | Prosperity Wealth Management Inc. | 108,376 | $1.37M | 0.9% | +1.6% | 0.000% | |
11/6/2023 | MONECO Advisors LLC | 272,354 | $3.45M | 1.0% | -2.7% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 28,584 | $361K | 0.0% | N/A | 0.000% | |
11/3/2023 | Commons Capital LLC | 22,376 | $283K | 0.5% | -4.3% | 0.000% | |
11/2/2023 | Islay Capital Management LLC | 83,118 | $1.05M | 0.6% | -3.0% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 329,499 | $4.23M | 2.0% | +36.0% | 0.000% | |
11/1/2023 | Centurion Wealth Management LLC | 14,696 | $186K | 0.1% | -67.2% | 0.000% | |
10/31/2023 | TCI Wealth Advisors Inc. | 31,000 | $392K | 0.1% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 105,104 | $1.33M | 0.1% | +6.4% | 0.000% | |
10/27/2023 | Arbor Capital Management Inc. ADV | 93,779 | $1.14M | 1.0% | +2.4% | 0.000% | |
10/25/2023 | Lindbrook Capital LLC | 497,635 | $6.30M | 0.7% | -1.1% | 0.000% | |
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10/24/2023 | Bank of New York Mellon Corp | 13,413 | $170K | 0.0% | +12.1% | 0.000% | |
10/24/2023 | Raymond James & Associates | 609,968 | $7.72M | 0.0% | -8.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 438,328 | $5.55M | 0.0% | -7.4% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 23,365 | $296K | 0.0% | -3.9% | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 35,817 | $444K | 0.0% | +10.5% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 35,817 | $444K | 0.0% | +10.5% | 0.000% | |
9/12/2023 | Prosperity Wealth Management Inc. | 106,648 | $1.43M | 0.9% | -1.1% | 0.000% | |
8/30/2023 | Western Wealth Management LLC | 12,700 | $170K | 0.0% | N/A | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 29,304 | $2.93M | 0.1% | N/A | 0.000% | |
8/11/2023 | Summit Financial LLC | 12,203 | $166K | 0.0% | N/A | 0.000% | |