4/15/2024 | Future Financial Wealth Managment LLC | 5,000 | $82K | 0.1% | N/A | 0.000% | |
4/10/2024 | Legacy Financial Strategies LLC | 11,905 | $195K | 0.1% | -8.9% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 54,501 | $886K | 0.0% | +172.5% | 0.000% | |
2/14/2024 | Royal Bank of Canada | 132,706 | $2.16M | 0.0% | -15.3% | 0.000% | |
2/14/2024 | XML Financial LLC | 223,754 | $3.64M | 0.4% | -35.5% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 37,064 | $602K | 0.0% | -10.4% | 0.000% | |
|
2/13/2024 | ArchPoint Investors | 109,514 | $1.78M | 0.7% | +34.3% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 92,563 | $1.50M | 0.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 34,818 | $566K | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 48,795 | $793K | 0.0% | -5.9% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 42,448 | $690K | 0.0% | +1.7% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 8,224 | $134K | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 57,830 | $940K | 0.1% | -20.7% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 213,224 | $3.47M | 0.3% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 145,486 | $2.36M | 0.0% | -12.0% | 0.000% | |
2/8/2024 | Summit X LLC | 25,052 | $407K | 0.1% | +31.5% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 10,930 | $178K | 0.1% | N/A | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 42,172 | $685K | 0.0% | -4.4% | 0.000% | |
2/8/2024 | Eudaimonia Partners LLC | 17,978 | $292K | 0.1% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 24,899 | $405K | 0.0% | -6.0% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 2,000 | $32K | 0.0% | +100.0% | 0.000% | |
2/6/2024 | Sovereign Financial Group Inc. | 14,870 | $242K | 0.1% | -15.4% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 63,710 | $1.04M | 0.0% | -8.3% | 0.000% | |
2/6/2024 | Great Valley Advisor Group Inc. | 24,900 | $405K | 0.0% | -3.9% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 11,775 | $191K | 0.0% | -58.9% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 108,173 | $1.76M | 0.6% | N/A | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 86,449 | $1.41M | 0.1% | -35.5% | 0.000% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 29,982 | $487K | 0.2% | N/A | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 32,591 | $530K | 0.0% | N/A | 0.000% | |
2/1/2024 | Legacy Financial Strategies LLC | 13,075 | $212K | 0.1% | -49.5% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 20,513 | $333K | 0.0% | -13.4% | 0.000% | |
1/30/2024 | Bison Wealth LLC | 18,892 | $307K | 0.1% | -19.7% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 32,608 | $530K | 0.0% | -3.0% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 10,563 | $172K | 0.0% | -63.3% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,059 | $261K | 0.0% | N/A | 0.000% | |
1/19/2024 | Summit Financial Wealth Advisors LLC | 56,688 | $921K | 0.2% | -3.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 124,411 | $2.02M | 0.0% | -24.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 270,817 | $4.40M | 0.0% | +18.4% | 0.000% | |
1/11/2024 | JGP Wealth Management LLC | 32,918 | $535K | 0.1% | N/A | 0.000% | |
11/21/2023 | Comerica Bank | 6,000 | $96K | 0.0% | N/A | 0.000% | |
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11/16/2023 | Morgan Stanley | 1,136,908 | $18.11M | 0.0% | -1.0% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 156,618 | $2.50M | 0.0% | -7.7% | 0.000% | |
11/15/2023 | Ameriprise Financial Inc. | 237,996 | $3.79M | 0.0% | +8.6% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 363,281 | $5.79M | 0.1% | +7.8% | 0.000% | |
11/14/2023 | Summit Financial Wealth Advisors LLC | 58,688 | $891K | 0.2% | -2.0% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 51,830 | $826K | 0.0% | -2.7% | 0.000% | |
11/13/2023 | LPL Financial LLC | 168,135 | $2.68M | 0.0% | +7.9% | 0.000% | |
11/13/2023 | Bison Wealth LLC | 23,537 | $375K | 0.1% | +101.1% | 0.000% | |
11/13/2023 | ArchPoint Investors | 81,514 | $1.30M | 0.5% | +84.6% | 0.000% | |
11/13/2023 | Invesco Ltd. | 51,899 | $827K | 0.0% | +3.3% | 0.000% | |
11/13/2023 | Legacy Financial Strategies LLC | 25,878 | $396K | 0.1% | -39.8% | 0.000% | |
11/9/2023 | UBS Group AG | 165,360 | $2.63M | 0.0% | -1.2% | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 72,930 | $1.16M | 0.1% | -2.0% | 0.000% | |
11/8/2023 | NewEdge Wealth LLC | 33,619 | $536K | 0.0% | +14.0% | 0.000% | |
11/8/2023 | Western Wealth Management LLC | 23,689 | $377K | 0.0% | -13.2% | 0.000% | |
11/7/2023 | Kingsview Wealth Management LLC | 44,123 | $703K | 0.0% | -3.9% | 0.000% | |
11/7/2023 | Great Valley Advisor Group Inc. | 25,900 | $413K | 0.0% | -3.3% | 0.000% | |
11/6/2023 | XML Financial LLC | 346,933 | $5.53M | 0.7% | -1.4% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 10,087 | $161K | 0.0% | N/A | 0.000% | |
11/6/2023 | Summit X LLC | 19,050 | $304K | 0.1% | +33.4% | 0.000% | |
11/3/2023 | Sovereign Financial Group Inc. | 17,578 | $280K | 0.1% | +64.9% | 0.000% | |
10/25/2023 | Rovin Capital UT ADV | 20,885 | $333K | 0.1% | N/A | 0.000% | |
10/24/2023 | Center for Financial Planning Inc. | 2,000 | $32K | 0.0% | N/A | 0.000% | |
10/24/2023 | Goodwin Daniel L | 51,760 | $825K | 0.4% | +13.5% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 165,429 | $2.64M | 0.0% | +8.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 228,658 | $3.64M | 0.0% | -53.9% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 27,383 | $436K | 0.0% | -4.1% | 0.000% | |
10/12/2023 | Granite Bay Wealth Management LLC | 58,590 | $974K | 0.0% | N/A | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 74,432 | $1.27M | 0.1% | -0.9% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 77,596 | $1.33M | 0.0% | +5.5% | 0.000% | |
8/15/2023 | Equitable Holdings Inc. | 96,133 | $1.64M | 0.0% | +8.4% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 185,900 | $3.17M | 0.0% | +9.6% | 0.000% | |
8/15/2023 | Rockefeller Capital Management L.P. | 25,855 | $441K | 0.0% | -14.5% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 53,260 | $909K | 0.0% | -1.3% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 20,000 | $341K | 0.0% | -71.2% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 11,703 | $200K | 0.0% | N/A | 0.000% | |
8/14/2023 | Cerity Partners LLC | 34,768 | $593K | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 372,295 | $6.36M | 0.0% | -10.5% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 77,596 | $1.33M | 0.0% | +5.5% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 28,543 | $487K | 0.0% | +2.4% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 28,389 | $485K | 0.0% | +50.6% | 0.000% | |
8/7/2023 | XML Financial LLC | 351,908 | $6.01M | 0.7% | +3.9% | 0.000% | |
8/2/2023 | Sigma Planning Corp | 16,400 | $280K | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 16,046 | $274K | 0.0% | +45.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 155,843 | $2.66M | 0.0% | +9.3% | 0.000% | |
7/31/2023 | Sovereign Financial Group Inc. | 10,657 | $182K | 0.1% | N/A | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 26,881 | $459K | 0.0% | -11.7% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 152,370 | $2.60M | 0.0% | +2.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 495,727 | $8.46M | 0.0% | +0.3% | 0.000% | |
7/24/2023 | Goodwin Daniel L | 45,610 | $779K | 0.4% | +30.3% | 0.000% | |
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7/14/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 1,575 | $27K | 0.0% | N/A | 0.000% | |
7/13/2023 | Transcend Capital Advisors LLC | 133,960 | $2.29M | 0.2% | -3.7% | 0.000% | |
7/12/2023 | Summit Financial Wealth Advisors LLC | 59,896 | $1.02M | 0.2% | -5.6% | 0.000% | |
5/22/2023 | Ameriprise Financial Inc. | 196,392 | $3.45M | 0.0% | +545.8% | 0.000% | |
5/17/2023 | Rockefeller Capital Management L.P. | 30,256 | $525K | 0.0% | +35.6% | 0.000% | |
5/16/2023 | Jane Street Group LLC | 18,689 | $325K | 0.0% | N/A | 0.000% | |
5/16/2023 | Snowden Capital Advisors LLC | 30,706 | $534K | 0.0% | -8.7% | 0.000% | |
5/15/2023 | Equitable Holdings Inc. | 88,710 | $1.54M | 0.0% | +4.6% | 0.000% | |
5/12/2023 | Stifel Financial Corp | 53,960 | $938K | 0.0% | +5.7% | 0.000% | |
5/12/2023 | Advisors Asset Management Inc. | 279,142 | $4.85M | 0.1% | +14.7% | 0.000% | |