8/1/2025 | Envestnet Asset Management Inc. | 31,341 | $501K | 0.0% | +6.1% | 0.000% | |
7/30/2025 | KPP Advisory Services LLC | 13,460 | $215K | 0.0% | N/A | 0.000% | |
7/29/2025 | SAM Advisors LLC | 29,152 | $466K | 0.2% | +9.2% | 0.000% | |
7/23/2025 | KPP Advisory Services LLC | 13,460 | $215K | 0.1% | N/A | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 4,308 | $69K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,565 | $415K | 0.0% | N/A | 0.000% | |
5/16/2025 | Everstar Asset Management LLC | 4,985 | $83K | 0.0% | -75.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 567,767 | $9.42M | 0.0% | +0.3% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 108,071 | $1.79M | 0.0% | +9.0% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 25,862 | $429K | 0.0% | -39.5% | 0.000% | |
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5/12/2025 | Invesco Ltd. | 188,186 | $3.12M | 0.0% | -2.6% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,600 | $226K | 0.0% | -23.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 183,128 | $3.04M | 0.0% | +7.5% | 0.000% | |
5/7/2025 | SAM Advisors LLC | 26,696 | $443K | 0.2% | +6.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 33,147 | $550K | 0.0% | +2.4% | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 70,295 | $1.17M | 0.0% | N/A | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 14,762 | $245K | 0.0% | -11.7% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 26,135 | $434K | 0.0% | N/A | 0.000% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 3,211 | $53K | 0.0% | N/A | 0.000% | |
4/24/2025 | Mallini Complete Financial Planning LLC | 16,382 | $272K | 0.3% | -9.5% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 10,900 | $181K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 26,300 | $436K | 0.0% | N/A | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 1,800 | $30K | 0.0% | N/A | 0.000% | |
4/9/2025 | Selway Asset Management | 27,425 | $455K | 0.2% | +52.5% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 11,218 | $186K | 0.0% | +6.7% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 16,809 | $282K | 0.0% | +4.5% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 2,677 | $46K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 32,382 | $539K | 0.0% | +12.2% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 21,005 | $349K | 0.0% | -6.1% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 266,306 | $4.43M | 0.0% | -7.4% | 0.000% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 26,518 | $441K | 0.1% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 34,397 | $572K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 107,406 | $1.79M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 193,150 | $3.21M | 0.0% | +10.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 24,440 | $406K | 0.0% | -2.6% | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 20,520 | $341K | 0.2% | -12.8% | 0.000% | |
2/12/2025 | Level Four Advisory Services LLC | 45,653 | $759K | 0.0% | +2.7% | 0.000% | |
2/11/2025 | LPL Financial LLC | 170,410 | $2.83M | 0.0% | +9.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 260,223 | $4.33M | 0.0% | +6.6% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 107,406 | $1.79M | 0.0% | N/A | 0.000% | |
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2/5/2025 | Halbert Hargrove Global Advisors LLC | 7,620 | $127K | 0.0% | N/A | 0.000% | |
2/3/2025 | SAM Advisors LLC | 25,143 | $418K | 0.2% | -6.7% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 2,649 | $44K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 16,713 | $278K | 0.0% | -11.2% | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 38,266 | $636K | 0.0% | -58.3% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 17,719 | $295K | 0.0% | -58.2% | 0.000% | |
1/30/2025 | WASHINGTON TRUST Co | 1,550 | $26K | 0.0% | N/A | 0.000% | |
1/30/2025 | TSP Capital Management Group LLC | 130,215 | $2.17M | 0.7% | +2.5% | 0.000% | |
1/28/2025 | Advisory Resource Group | 106,040 | $1.76M | 0.4% | -5.9% | 0.000% | |
1/28/2025 | Tandem Financial LLC | 2,381 | $40K | 0.0% | N/A | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 10,516 | $175K | 0.0% | N/A | 0.000% | |
11/20/2024 | Advisory Resource Group | 112,688 | $2.14M | 0.5% | -9.4% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 42,644 | $809K | 0.0% | -6.1% | 0.000% | |
11/6/2024 | SAM Advisors LLC | 26,937 | $510K | 0.2% | +3.4% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 78,586 | $1.49M | 0.0% | +1.5% | 0.000% | |
10/28/2024 | US Bancorp DE | 5,000 | $95K | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 18,820 | $357K | 0.0% | -15.4% | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 91,675 | $1.74M | 0.1% | -2.1% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 15,598 | $261K | 0.0% | -8.6% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 11,883 | $199K | 0.0% | +5.3% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 31,040 | $519K | 0.2% | -53.2% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 278,544 | $4.65M | 0.0% | +1.3% | 0.000% | |
7/24/2024 | Advisory Resource Group | 124,319 | $2.08M | 0.5% | -0.9% | 0.000% | |
7/23/2024 | TSP Capital Management Group LLC | 126,865 | $2.12M | 0.7% | +1.1% | 0.000% | |
7/19/2024 | Raymond James & Associates | 80,060 | $1.34M | 0.0% | +1.7% | 0.000% | |
5/17/2024 | Advisory Resource Group | 125,502 | $2.09M | 0.5% | -3.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,060 | $284K | 0.0% | -7.5% | 0.000% | |
5/1/2024 | Private Advisor Group LLC | 21,964 | $365K | 0.0% | +10.5% | 0.000% | |
4/30/2024 | TSP Capital Management Group LLC | 125,465 | $2.09M | 0.7% | +10.5% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 274,852 | $4.57M | 0.0% | +9.8% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 3,228 | $54K | 0.0% | +87.7% | 0.000% | |
4/12/2024 | Harbor Investment Advisory LLC | 5,500 | $91K | 0.0% | -54.9% | 0.000% | |
4/5/2024 | CWM LLC | 3,466 | $58K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 18,451 | $293K | 0.0% | +8.2% | 0.000% | |
2/8/2024 | Level Four Advisory Services LLC | 26,810 | $423K | 0.0% | +120.6% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 40,100 | $638K | 0.3% | +147.5% | 0.000% | |
2/7/2024 | Selway Asset Management | 18,145 | $286K | 0.1% | -17.3% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 19,878 | $314K | 0.0% | +6.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 28,875 | $456K | 0.0% | -29.3% | 0.000% | |
1/26/2024 | Harbor Investment Advisory LLC | 12,200 | $193K | 0.0% | -26.9% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 14,927 | $236K | 0.0% | N/A | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 1,720 | $27K | 0.0% | N/A | 0.000% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 14,809 | $234K | 0.0% | -23.1% | 0.000% | |
1/16/2024 | Raymond James & Associates | 77,146 | $1.22M | 0.0% | +16.7% | 0.000% | |
1/16/2024 | TSP Capital Management Group LLC | 113,515 | $1.79M | 0.6% | +56.4% | 0.000% | |
1/11/2024 | Advisory Resource Group | 130,131 | $2.05M | 0.5% | -0.5% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,060 | $249K | 0.0% | -44.0% | 0.000% | |
11/9/2023 | UBS Group AG | 274,754 | $4.00M | 0.0% | -13.7% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 41,668 | $606K | 0.0% | +2.3% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 18,632 | $271K | 0.0% | -11.8% | 0.000% | |
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11/2/2023 | Selway Asset Management | 21,945 | $320K | 0.1% | +4.9% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 16,201 | $236K | 0.1% | -77.2% | 0.000% | |
11/1/2023 | Selway Asset Management | 21,945 | $320K | 0.1% | +4.9% | 0.000% | |
10/31/2023 | Golden Green Inc. | 39,793 | $580K | 0.6% | +2.5% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,743 | $171K | 0.0% | -9.1% | 0.000% | |
10/24/2023 | Raymond James & Associates | 66,123 | $963K | 0.0% | +26.0% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 237,084 | $3.45M | 0.0% | +13.1% | 0.000% | |
10/19/2023 | McGlone Suttner Wealth Management Inc. | 19,261 | $281K | 0.1% | -13.0% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 19,751 | $301K | 0.0% | +29.3% | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 111,099 | $1.69M | 0.0% | +15.9% | 0.000% | |