5/2/2025 | Independent Wealth Network Inc. | 10,146 | $122K | 0.0% | N/A | 0.000% | |
4/30/2025 | Silverlake Wealth Management LLC | 12,636 | $153K | 0.1% | -45.9% | 0.000% | |
4/23/2025 | Saxony Capital Management LLC | 26,002 | $314K | 0.3% | +10.2% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,676 | $346K | 0.0% | +5.4% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 7,407 | $93K | 0.0% | N/A | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 17,016 | $216K | 0.0% | +19.3% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 6,131 | $78K | 0.0% | -16.2% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 22,112 | $281K | 0.0% | +4.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 522,690 | $6.64M | 0.0% | +8.4% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 28,700 | $364K | 0.0% | -5.0% | 0.000% | |
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2/14/2025 | Comerica Bank | 38,651 | $491K | 0.0% | +9.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 278,123 | $3.53M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 247,465 | $3.14M | 0.0% | -8.0% | 0.000% | |
2/12/2025 | Level Four Advisory Services LLC | 11,944 | $152K | 0.0% | +16.3% | 0.000% | |
2/12/2025 | Bay Capital Advisors LLC | 10,000 | $127K | 0.1% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 913,599 | $11.60M | 0.0% | +18.1% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 117,093 | $1.49M | 0.0% | +7.3% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 116,103 | $1.48M | 0.0% | -16.0% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 278,123 | $3.53M | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 65,550 | $832K | 0.0% | -2.3% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 80,077 | $1.02M | 0.0% | +69.4% | 0.000% | |
1/30/2025 | Principal Securities Inc. | 26,093 | $331K | 0.0% | -14.7% | 0.000% | |
1/27/2025 | Silverlake Wealth Management LLC | 23,353 | $297K | 0.1% | -20.5% | 0.000% | |
1/27/2025 | Sargent Investment Group LLC | 11,086 | $140K | 0.0% | N/A | 0.000% | |
1/23/2025 | Saxony Capital Management LLC | 23,602 | $300K | 0.3% | -7.4% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 138,232 | $1.79M | 0.0% | -2.8% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 109,165 | $1.42M | 0.0% | +24.4% | 0.000% | |
11/6/2024 | Kapstone Financial Advisors LLC | 13,650 | $177K | 0.1% | +17.2% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 47,283 | $615K | 0.0% | N/A | 0.000% | |
10/24/2024 | GHP Investment Advisors Inc. | 2,185 | $28K | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 67,092 | $872K | 0.0% | +2.5% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 29,371 | $382K | 0.1% | -14.5% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 6,000 | $78K | 0.1% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 87,732 | $1.05M | 0.0% | -19.9% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 21,851 | $261K | 0.0% | -4.7% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 65,442 | $782K | 0.0% | +37.8% | 0.000% | |
8/3/2024 | Kapstone Financial Advisors LLC | 11,650 | $139K | 0.1% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 419,457 | $5.01M | 0.0% | +7.1% | 0.000% | |
7/26/2024 | Saxony Capital Management LLC | 25,493 | $305K | 0.3% | +5.2% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 54,925 | $656K | 0.0% | +19.3% | 0.000% | |
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7/19/2024 | Raymond James & Associates | 103,249 | $1.23M | 0.0% | -4.4% | 0.000% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,129 | $25K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 391,818 | $4.58M | 0.0% | +14.4% | 0.000% | |
4/25/2024 | L.M. Kohn & Company | 13,387 | $156K | 0.0% | -6.3% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 112,172 | $1.31M | 0.0% | -16.5% | 0.000% | |
4/18/2024 | Silverlake Wealth Management LLC | 34,305 | $401K | 0.2% | -16.9% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 8,500 | $99K | 0.1% | N/A | 0.000% | |
2/12/2024 | Tradition Wealth Management LLC | 6,450 | $72K | 0.0% | -35.2% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 28,243 | $316K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 46,645 | $522K | 0.0% | +3.4% | 0.000% | |
2/6/2024 | Spire Wealth Management | 2,542 | $28K | 0.0% | -38.8% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 12,884 | $144K | 0.0% | -7.2% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 24,881 | $279K | 0.0% | -26.7% | 0.000% | |
1/29/2024 | Saxony Capital Management LLC | 24,243 | $272K | 0.4% | N/A | 0.000% | |
1/22/2024 | Silverlake Wealth Management LLC | 41,272 | $462K | 0.3% | -6.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 108,869 | $1.22M | 0.0% | +7.9% | 0.000% | |
1/16/2024 | CoreCap Advisors LLC | 10,083 | $113K | 0.0% | -20.1% | 0.000% | |
1/11/2024 | Brookstone Capital Management | 18,814 | $211K | 0.0% | -17.6% | 0.000% | |
11/24/2023 | EP Wealth Advisors LLC | 14,266 | $147K | 0.0% | N/A | 0.000% | |
11/13/2023 | LPL Financial LLC | 639,327 | $6.60M | 0.0% | +3.5% | 0.000% | |
11/9/2023 | UBS Group AG | 269,026 | $2.78M | 0.0% | -2.4% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 160,705 | $1.66M | 0.0% | -10.8% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 33,954 | $350K | 0.0% | +26.9% | 0.000% | |
11/6/2023 | L.M. Kohn & Company | 14,287 | $147K | 0.1% | +24.4% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 45,103 | $465K | 0.0% | -2.2% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 51,456 | $531K | 0.2% | -52.7% | 0.000% | |
10/30/2023 | SFI Advisors LLC | 12,990 | $134K | 0.1% | -34.8% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 134,399 | $1.39M | 0.0% | +4.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 100,867 | $1.04M | 0.0% | +10.2% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 23,437 | $242K | 0.0% | +10.5% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 218,028 | $2.25M | 0.0% | +5.8% | 0.000% | |
8/18/2023 | SFI Advisors LLC | 19,918 | $214K | 0.2% | +64.8% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 206,088 | $2.21M | 0.0% | -14.5% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 108,816 | $1.17M | 0.5% | N/A | 0.000% | |
8/1/2023 | Merit Financial Group LLC | 13,884 | $149K | 0.0% | +14.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 617,680 | $6.63M | 0.0% | +4.1% | 0.000% | |
7/27/2023 | Virtu Financial LLC | 16,167 | $174K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 128,449 | $1.38M | 0.0% | +5.1% | 0.000% | |
7/25/2023 | Raymond James & Associates | 91,518 | $983K | 0.0% | +4.2% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 21,218 | $228K | 0.0% | -9.5% | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 26,067 | $286K | 0.0% | N/A | 0.000% | |
5/15/2023 | ICA Group Wealth Management LLC | 11,895 | $130K | 0.0% | +10.2% | 0.000% | |
5/12/2023 | Tradition Wealth Management LLC | 16,726 | $183K | 0.0% | -27.1% | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 240,921 | $2.64M | 0.0% | -3.3% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 46,118 | $505K | 0.0% | N/A | 0.000% | |
5/10/2023 | LPL Financial LLC | 593,630 | $6.51M | 0.0% | +10.1% | 0.000% | |
5/9/2023 | Wedbush Securities Inc. | 13,348 | $146K | 0.0% | -14.4% | 0.000% | |
5/2/2023 | Sargent Investment Group LLC | 15,085 | $166K | 0.0% | -21.0% | 0.000% | |
4/26/2023 | IFG Advisory LLC | 15,477 | $170K | 0.0% | -14.1% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 122,165 | $1.34M | 0.0% | +2.2% | 0.000% | |
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4/14/2023 | Raymond James & Associates | 87,868 | $963K | 0.0% | +152.1% | 0.000% | |
4/13/2023 | Silverlake Wealth Management LLC | 44,469 | $487K | 0.3% | -6.3% | 0.000% | |
3/10/2023 | Financial Alternatives Inc | 46,487 | $486K | 0.5% | N/A | 0.000% | |
2/10/2023 | Motco | 125,804 | $5.35M | 0.4% | N/A | 0.000% | |
2/9/2023 | EverSource Wealth Advisors LLC | 12,235 | $128K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 182,205 | $1.90M | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 119,488 | $1.25M | 0.0% | +11.5% | 0.000% | |
2/8/2023 | UBS Group AG | 245,343 | $2.56M | 0.0% | -2.0% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 249,168 | $2.60M | 0.0% | -2.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 538,961 | $5.63M | 0.0% | +0.2% | 0.000% | |