5/2/2025 | Larson Financial Group LLC | 3,325 | $64K | 0.0% | N/A | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 55,542 | $1.07M | 0.4% | -2.6% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 20,956 | $405K | 0.0% | +5.4% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 2,855 | $55K | 0.0% | N/A | 0.000% | |
4/25/2025 | West Bancorporation Inc. | 16,006 | $309K | 0.2% | -3.7% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 23,811 | $460K | 0.0% | -3.6% | 0.000% | |
4/17/2025 | North Star Investment Management Corp. | 178,828 | $3.46M | 0.3% | +5.3% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 1,600 | $31K | 0.0% | N/A | 0.000% | |
4/4/2025 | Exeter Financial LLC | 532,214 | $10.28M | 4.6% | +0.6% | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 46,251 | $958K | 0.0% | N/A | 0.000% | |
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2/17/2025 | Bank of America Corp DE | 17,573 | $364K | 0.0% | -3.7% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 10,517 | $218K | 0.0% | -11.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 66,251 | $1.37M | 0.0% | +8.5% | 0.000% | |
2/14/2025 | South Plains Financial Inc. | 5,324 | $110K | 0.1% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 14,440 | $299K | 0.0% | -14.3% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 71,833 | $1.49M | 0.0% | -2.0% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 119,142 | $2.47M | 0.9% | +1.0% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 14,693 | $304K | 0.0% | +20.5% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 375,082 | $7.77M | 0.1% | +5.0% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 249,205 | $5.16M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 357,826 | $7.41M | 0.0% | +22.3% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 67,924 | $1.41M | 0.0% | +5.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 618,733 | $12.81M | 0.0% | +2.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 149,978 | $3.11M | 0.0% | +3.0% | 0.000% | |
2/10/2025 | Centurion Wealth Management LLC | 27,827 | $576K | 0.2% | -2.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 48,738 | $1.01M | 0.0% | +15.0% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 32,754 | $678K | 0.0% | +118.6% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,291 | $130K | 0.0% | -42.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 249,205 | $5.16M | 0.0% | N/A | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 19,873 | $412K | 0.0% | +6.0% | 0.000% | |
1/31/2025 | Truist Financial Corp | 46,177 | $956K | 0.0% | +11.5% | 0.000% | |
1/30/2025 | Maryland Capital Advisors Inc. | 3,731 | $77K | 0.0% | -37.2% | 0.000% | |
1/29/2025 | Opal Wealth Advisors LLC | 22,522 | $466K | 0.1% | -2.9% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 22,483 | $466K | 0.0% | +21.0% | 0.000% | |
1/28/2025 | Moloney Securities Asset Management LLC | 12,544 | $260K | 0.0% | +7.3% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 24,711 | $512K | 0.0% | N/A | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 22,656 | $469K | 0.0% | +6.4% | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 15,612 | $323K | 0.0% | +10.0% | 0.000% | |
1/13/2025 | Exeter Financial LLC | 529,027 | $10.96M | 5.0% | -0.2% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 10,694 | $219K | 0.0% | -95.1% | 0.000% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 73,307 | $1.49M | 0.0% | +2.0% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 11,917 | $242K | 0.0% | N/A | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 18,749 | $381K | 0.0% | +62.9% | 0.000% | |
11/12/2024 | Raymond James Trust N.A. | 17,425 | $354K | 0.0% | +4.5% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 14,985 | $305K | 0.0% | +15.2% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 144,936 | $2.95M | 0.1% | -17.7% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 117,985 | $2.40M | 0.9% | -26.1% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 11,692 | $238K | 0.0% | +16.7% | 0.000% | |
10/24/2024 | West Bancorporation Inc. | 16,621 | $338K | 0.2% | +6.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 217,449 | $44.23M | 0.0% | +1,934.5% | 0.000% | |
10/22/2024 | Maryland Capital Advisors Inc. | 5,939 | $121K | 0.1% | -9.7% | 0.000% | |
10/18/2024 | Raymond James & Associates | 174,301 | $3.55M | 0.0% | -10.4% | 0.000% | |
10/16/2024 | Opal Wealth Advisors LLC | 23,190 | $472K | 0.1% | -22.9% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 21,290 | $433K | 0.0% | +10.8% | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 57,042 | $1.14M | 0.4% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 16,769 | $308K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 34,451 | $686K | 0.0% | +12.9% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 13,012 | $259K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 159,671 | $3.18M | 1.3% | -24.0% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 46,286 | $922K | 0.0% | -10.1% | 0.000% | |
7/30/2024 | Moloney Securities Asset Management LLC | 10,016 | $200K | 0.0% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 10,688 | $213K | 0.0% | -6.1% | 0.000% | |
7/26/2024 | West Bancorporation Inc. | 15,596 | $311K | 0.2% | +51.5% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 19,221 | $383K | 0.0% | N/A | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 16,675 | $332K | 0.0% | +8.9% | 0.000% | |
7/19/2024 | Raymond James & Associates | 194,606 | $3.88M | 0.0% | -12.8% | 0.000% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 67,610 | $1.35M | 0.3% | -4.1% | 0.000% | |
7/12/2024 | Opal Wealth Advisors LLC | 30,094 | $599K | 0.2% | -3.5% | 0.000% | |
7/10/2024 | CWM LLC | 14,749 | $294K | 0.0% | -34.8% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 185,513 | $3.51M | 0.1% | -19.3% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 247,516 | $4.68M | 0.1% | -0.9% | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 14,194 | $268K | 0.0% | N/A | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 179,441 | $3.39M | 0.2% | +3.8% | 0.000% | |
4/30/2024 | West Bancorporation Inc. | 10,296 | $195K | 0.1% | N/A | 0.000% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 10,458 | $198K | 0.1% | -9.6% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 73,102 | $1.38M | 0.0% | -4.8% | 0.000% | |
4/22/2024 | Aurora Private Wealth Inc. | 21,464 | $406K | 0.4% | +39.3% | 0.000% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 70,487 | $1.33M | 0.3% | +2.1% | 0.000% | |
4/15/2024 | Exeter Financial LLC | 525,771 | $9.70M | 4.5% | -0.7% | 0.000% | |
4/11/2024 | Opal Wealth Advisors LLC | 31,184 | $589K | 0.2% | -3.3% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 249,758 | $4.56M | 0.1% | -11.7% | 0.000% | |
2/9/2024 | Certified Advisory Corp | 10,419 | $190K | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 559,181 | $10.22M | 0.0% | -0.5% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,002 | $512K | 0.0% | -3.8% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 191,154 | $3.49M | 1.4% | +450.6% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 1,768 | $32K | 0.0% | N/A | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 47,256 | $863K | 0.2% | -3.0% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 12,253 | $224K | 0.0% | +12.9% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,708 | $324K | 0.0% | +3.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 29,069 | $531K | 0.0% | -2.3% | 0.000% | |
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2/1/2024 | CWM LLC | 22,377 | $409K | 0.0% | +247.7% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 217,131 | $3.97M | 0.0% | +1,391.9% | 0.000% | |
1/22/2024 | Buttonwood Financial Advisors Inc. | 11,569 | $211K | 0.1% | -16.0% | 0.000% | |
1/22/2024 | Opal Wealth Advisors LLC | 32,232 | $589K | 0.2% | -6.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 215,597 | $3.94M | 0.0% | -9.6% | 0.000% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 69,052 | $1.26M | 0.3% | -1.4% | 0.000% | |
1/11/2024 | Raymond James Trust N.A. | 15,307 | $280K | 0.0% | -12.7% | 0.000% | |
1/10/2024 | North Star Investment Management Corp. | 172,847 | $3.16M | 0.2% | -14.2% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 91,467 | $1.58M | 0.0% | -7.5% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 235,372 | $4.07M | 0.1% | +3.8% | 0.000% | |