4/23/2024 | Nations Financial Group Inc. IA ADV | 49,308 | $274K | 0.0% | +7.6% | 0.000% | |
4/22/2024 | PFG Investments LLC | 17,374 | $96K | 0.0% | N/A | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 5,205 | $29K | 0.0% | N/A | 0.000% | |
4/15/2024 | Brookstone Capital Management | 30,121 | $167K | 0.0% | +27.7% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 99,197 | $548K | 0.0% | +2.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,300 | $61K | 0.0% | N/A | 0.000% | |
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3/22/2024 | PNC Financial Services Group Inc. | 37,956 | $206K | 0.0% | -5.7% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 25,163 | $136K | 0.0% | -39.5% | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 45,808 | $248K | 0.0% | +4.7% | 0.000% | |
2/9/2024 | Balboa Wealth Partners | 101,740 | $551K | 0.2% | +7.2% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 124,751 | $676K | 0.0% | -1.9% | 0.000% | |
2/8/2024 | MAS Advisors LLC | 77,211 | $418K | 0.5% | -22.7% | 0.000% | |
2/5/2024 | Eagle Wealth Strategies LLC | 18,138 | $98K | 0.1% | N/A | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 155,004 | $840K | 0.0% | +17.3% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 12,788 | $69K | 0.0% | N/A | 0.000% | |
2/1/2024 | Significant Wealth Partners LLC | 163,469 | $886K | 0.6% | N/A | 0.000% | |
1/31/2024 | Kellett Wealth Advisors LLC | 26,200 | $142K | 0.1% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 97,197 | $527K | 0.0% | +3.2% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 526,805 | $2.86M | 0.0% | +459.3% | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 7,417 | $39K | 0.0% | -22.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 75,589 | $410K | 0.0% | -16.8% | 0.000% | |
1/11/2024 | Brookstone Capital Management | 23,589 | $128K | 0.0% | +11.5% | 0.000% | |
12/6/2023 | VisionPoint Advisory Group LLC | 17,321 | $92K | 0.0% | +101.4% | 0.000% | |
11/13/2023 | LPL Financial LLC | 1,154,783 | $6.12M | 0.0% | -0.3% | 0.000% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 10,681 | $57K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 40,249 | $213K | 0.0% | +6.0% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 132,161 | $700K | 0.0% | -1.3% | 0.000% | |
11/7/2023 | Kingsview Wealth Management LLC | 11,612 | $62K | 0.0% | N/A | 0.000% | |
11/6/2023 | PFG Investments LLC | 10,029 | $53K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 13,652 | $72K | 0.0% | -17.9% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 90,830 | $481K | 0.0% | -7.7% | 0.000% | |
10/24/2023 | Raymond James & Associates | 60,754 | $322K | 0.0% | -16.4% | 0.000% | |
10/23/2023 | Balboa Wealth Partners | 94,865 | $503K | 0.2% | +10.3% | 0.000% | |
10/23/2023 | Accurate Wealth Management LLC | 14,500 | $85K | 0.0% | -19.0% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 1,216,602 | $6.45M | 0.0% | -0.9% | 0.000% | |
10/17/2023 | Riverview Trust Co | 50,954 | $270K | 0.2% | N/A | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 94,197 | $499K | 0.0% | -24.6% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 94,197 | $499K | 0.0% | -24.6% | 0.000% | |
8/21/2023 | VisionPoint Advisory Group LLC | 8,602 | $58K | 0.0% | N/A | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 11,628 | $79K | 0.0% | +16.1% | 0.000% | |
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8/10/2023 | Gamco Investors INC. ET AL | 275,853 | $1.87M | 0.0% | -7.5% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,227,479 | $8.32M | 0.0% | +3.0% | 0.000% | |
8/10/2023 | MAS Advisors LLC | 104,635 | $709K | 1.0% | -38.8% | 0.000% | |
8/8/2023 | Vantage Financial Partners LLC | 22,044 | $149K | 0.1% | +101.9% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 133,934 | $908K | 0.0% | +70.2% | 0.000% | |
7/31/2023 | LPL Financial LLC | 1,158,592 | $7.86M | 0.0% | +0.4% | 0.000% | |
7/28/2023 | BNC Wealth Management LLC | 18,826 | $128K | 0.1% | -22.1% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 98,392 | $667K | 0.0% | -16.1% | 0.000% | |
7/25/2023 | Raymond James & Associates | 72,653 | $493K | 0.0% | -17.6% | 0.000% | |
7/21/2023 | Creative Planning | 49,434 | $335K | 0.0% | +3.6% | 0.000% | |
7/21/2023 | Kovack Advisors Inc. | 18,993 | $129K | 0.0% | -19.0% | 0.000% | |
7/11/2023 | Brookstone Capital Management | 25,707 | $180K | 0.0% | +69.4% | 0.000% | |
7/11/2023 | Good Life Advisors LLC | 21,359 | $145K | 0.0% | -8.2% | 0.000% | |
5/12/2023 | Balboa Wealth Partners | 87,090 | $623K | 0.2% | +9.1% | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 1,192,303 | $8.52M | 0.0% | +2.4% | 0.000% | |
5/11/2023 | Resources Management Corp CT ADV | 506 | $232K | 0.0% | -95.5% | 0.000% | |
5/10/2023 | LPL Financial LLC | 1,153,621 | $8.25M | 0.0% | +1.1% | 0.000% | |
5/9/2023 | Wedbush Securities Inc. | 16,250 | $116K | 0.0% | N/A | 0.000% | |
5/8/2023 | Vantage Financial Partners LLC | 10,919 | $78K | 0.0% | N/A | 0.000% | |
5/5/2023 | Pinnacle Associates Ltd. | 11,164 | $80K | 0.0% | N/A | 0.000% | |
5/5/2023 | Kellett Wealth Advisors LLC | 31,712 | $227K | 0.2% | -6.4% | 0.000% | |
5/1/2023 | CWM LLC | 3,800 | $27K | 0.0% | N/A | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 125,785 | $899K | 0.0% | -10.9% | 0.000% | |
4/26/2023 | Retirement Financial Solutions LLC | 16,477 | $118K | 0.1% | N/A | 0.000% | |
4/25/2023 | Foundations Investment Advisors LLC | 276,675 | $1.98M | 0.1% | +4.5% | 0.000% | |
4/25/2023 | D.A. Davidson & CO. | 10,013 | $72K | 0.0% | -23.6% | 0.000% | |
4/21/2023 | Kovack Advisors Inc. | 23,443 | $168K | 0.0% | -23.6% | 0.000% | |
4/19/2023 | International Assets Investment Management LLC | 124,891 | $893K | 0.1% | -64.9% | 0.000% | |
4/14/2023 | AE Wealth Management LLC | 17,452 | $125K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 117,264 | $838K | 0.0% | +28.2% | 0.000% | |
4/13/2023 | Accurate Wealth Management LLC | 17,900 | $130K | 0.0% | -7.7% | 0.000% | |
2/27/2023 | Cascade Investment Group Inc. | 17,716 | $133K | 0.1% | N/A | 0.000% | |
2/13/2023 | Gamco Investors INC. ET AL | 22,703 | $170K | 0.0% | -91.8% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 78,684 | $591K | 0.0% | +175.8% | 0.000% | |
2/10/2023 | Wealth Quarterback LLC | 36,248 | $272K | 0.2% | -5.3% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 316,662 | $2.38M | 0.0% | +7.3% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 91,482 | $687K | 0.0% | +6.1% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 98,715 | $741K | 0.0% | +45.0% | 0.000% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 37,779 | $284K | 0.0% | +18.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 1,164,132 | $8.74M | 0.0% | +1.9% | 0.000% | |
2/7/2023 | LPL Financial LLC | 1,140,738 | $8.57M | 0.0% | -1.9% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 21,716 | $163K | 0.0% | N/A | 0.000% | |
2/3/2023 | D.A. Davidson & CO. | 13,098 | $98K | 0.0% | +26.6% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 141,143 | $1.06M | 0.0% | -2.9% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 11,176 | $84K | 0.0% | -15.9% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 355,734 | $2.67M | 0.2% | +141.3% | 0.000% | |
1/18/2023 | Private Advisor Group LLC | 16,601 | $125K | 0.0% | +22.1% | 0.000% | |
1/11/2023 | Accurate Wealth Management LLC | 19,400 | $149K | 0.1% | N/A | 0.000% | |
1/11/2023 | Foundations Investment Advisors LLC | 264,773 | $1.99M | 0.1% | +37.5% | 0.000% | |
1/9/2023 | Brookstone Capital Management | 13,741 | $107K | 0.0% | N/A | 0.000% | |
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11/15/2022 | Commonwealth Equity Services LLC | 1,142,576 | $7.88M | 0.0% | +3.1% | 0.000% | |
11/14/2022 | Nations Financial Group Inc. IA ADV | 31,779 | $219K | 0.0% | +54.8% | 0.000% | |
11/10/2022 | Kellett Schaffner Wealth Advisors LLC | 33,879 | $231K | 0.3% | -22.9% | 0.000% | |
11/1/2022 | MAS Advisors LLC | 143,933 | $993K | 0.7% | +73.3% | 0.000% | |
10/31/2022 | International Assets Investment Management LLC | 147,399 | $1.02M | 0.2% | +4.4% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 145,383 | $1.00M | 0.0% | +5.5% | 0.000% | |
10/25/2022 | Raymond James & Associates | 88,136 | $608K | 0.0% | -3.0% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 86,224 | $595K | 0.0% | +16.7% | 0.000% | |
10/19/2022 | Foundations Investment Advisors LLC | 192,506 | $1.33M | 0.1% | +27.4% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 68,075 | $470K | 0.0% | +6.5% | 0.000% | |