7/22/2025 | Diligent Investors LLC | 10,000 | $140K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,020 | $56K | 0.0% | N/A | 0.000% | |
7/18/2025 | Access Financial Services Inc. | 58,951 | $828K | 0.3% | -45.0% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 49,707 | $698K | 0.0% | -5.2% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 34,794 | $489K | 0.0% | -4.3% | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 3,316 | $47K | 0.0% | N/A | 0.000% | |
7/17/2025 | Avior Wealth Management LLC | 17,800 | $250K | 0.0% | -31.7% | 0.000% | |
7/15/2025 | Sightline Wealth Advisors LLC | 15,390 | $216K | 0.1% | -22.3% | 0.000% | |
7/14/2025 | AdvisorNet Financial Inc | 63,810 | $897K | 0.1% | +3.7% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 10,000 | $140K | 0.0% | N/A | 0.000% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,571 | $190K | 0.0% | N/A | 0.000% | |
7/9/2025 | Breakwater Capital Group | 22,292 | $313K | 0.1% | -57.7% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 129,147 | $1.86M | 0.0% | -37.9% | 0.276% | |
5/15/2025 | Royal Bank of Canada | 98,137 | $1.41M | 0.0% | -3.4% | 0.210% | |
5/13/2025 | Elequin Capital LP | 5,862 | $84K | 0.0% | N/A | 0.013% | |
5/13/2025 | Raymond James Financial Inc. | 254,096 | $3.65M | 0.0% | -15.3% | 0.543% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 11,430 | $164K | 0.0% | -19.3% | 0.024% | |
5/13/2025 | HighTower Advisors LLC | 12,095 | $174K | 0.0% | N/A | 0.026% | |
5/12/2025 | Wolverine Asset Management LLC | 12,475 | $179K | 0.0% | N/A | 0.027% | |
5/12/2025 | Flagship Wealth Advisors LLC | 6,875 | $99K | 0.0% | +120.0% | 0.015% | |
5/8/2025 | ProVise Management Group LLC | 25,210 | $362K | 0.0% | +3.7% | 0.054% | |
5/8/2025 | Harbour Investments Inc. | 10,156 | $146K | 0.0% | +27.6% | 0.022% | |
5/7/2025 | LPL Financial LLC | 136,860 | $1.97M | 0.0% | +29.4% | 0.292% | |
5/6/2025 | Cetera Investment Advisers | 28,146 | $404K | 0.0% | +4.1% | 0.060% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 39,808 | $572K | 0.6% | +36.9% | 0.085% | |
5/1/2025 | Stephens Inc. AR | 507,584 | $7.29M | 0.1% | +2.6% | 1.084% | |
4/30/2025 | Stratos Wealth Partners LTD. | 39,980 | $575K | 0.0% | -17.1% | 0.085% | |
4/28/2025 | D.A. Davidson & CO. | 13,128 | $189K | 0.0% | -53.3% | 0.028% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 35,601 | $512K | 0.1% | +33.1% | 0.076% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 483,240 | $6.94M | 0.0% | -6.8% | 1.032% | |
4/17/2025 | Fortitude Advisory Group L.L.C. | 31,826 | $438K | 0.3% | +2.4% | 0.068% | |
4/17/2025 | Janney Montgomery Scott LLC | 36,354 | $522K | 0.0% | +2.3% | 0.078% | |
4/16/2025 | Opal Wealth Advisors LLC | 2,570 | $37K | 0.0% | N/A | 0.005% | |
4/14/2025 | Capital Investment Advisors LLC | 52,457 | $754K | 0.0% | -2.7% | 0.112% | |
4/10/2025 | Breakwater Capital Group | 52,709 | $757K | 0.1% | +18.3% | 0.113% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,049,189 | $15.08M | 0.7% | +9.7% | 2.241% | |
4/9/2025 | RFG Advisory LLC | 10,445 | $150K | 0.0% | N/A | 0.022% | |
4/9/2025 | NBC Securities Inc. | 1,995 | $28K | 0.0% | +199,400.0% | 0.004% | |
4/7/2025 | AdvisorNet Financial Inc | 61,560 | $885K | 0.1% | +8.1% | 0.131% | |
2/17/2025 | Cetera Investment Advisers | 27,026 | $409K | 0.0% | +17.0% | 0.058% | |
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2/17/2025 | Bank of America Corp DE | 462,289 | $7.00M | 0.0% | -1.8% | 0.988% | |
2/17/2025 | Ameriprise Financial Inc. | 105,116 | $1.59M | 0.0% | -2.0% | 0.225% | |
2/14/2025 | Stifel Financial Corp | 31,182 | $472K | 0.0% | -4.8% | 0.067% | |
2/13/2025 | Guggenheim Capital LLC | 527,231 | $7.99M | 0.1% | +12.6% | 1.126% | |
2/13/2025 | Broyhill Asset Management | 52,807 | $800K | 0.7% | N/A | 0.113% | |
2/13/2025 | Summit Financial Wealth Advisors LLC | 21,212 | $316K | 0.1% | N/A | 0.045% | |
2/13/2025 | Raymond James Financial Inc. | 300,100 | $4.55M | 0.0% | N/A | 0.641% | |
2/13/2025 | Wells Fargo & Company MN | 515,007 | $7.80M | 0.0% | -1.2% | 1.100% | |
2/11/2025 | Hirtle Callaghan & Co LLC | 63,260 | $958K | 0.0% | N/A | 0.135% | |
2/11/2025 | LPL Financial LLC | 105,741 | $1.60M | 0.0% | +23.6% | 0.226% | |
2/10/2025 | Advisors Asset Management Inc. | 207,963 | $3.15M | 0.1% | -17.5% | 0.444% | |
2/10/2025 | Flagship Wealth Advisors LLC | 3,125 | $47K | 0.0% | N/A | 0.007% | |
2/10/2025 | Harbour Investments Inc. | 7,959 | $121K | 0.0% | -21.6% | 0.017% | |
2/10/2025 | Commonwealth Equity Services LLC | 161,594 | $2.45M | 0.0% | +22.0% | 0.345% | |
2/6/2025 | Raymond James Financial Inc. | 300,100 | $4.55M | 0.0% | N/A | 0.641% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,401 | $82K | 0.0% | -25.0% | 0.012% | |
2/6/2025 | Jones Financial Companies Lllp | 137,388 | $2.08M | 0.0% | +47.0% | 0.294% | |
2/3/2025 | Concurrent Investment Advisors LLC | 26,351 | $399K | 0.0% | +103.2% | 0.056% | |
2/3/2025 | WealthBridge Capital Management LLC | 20,037 | $304K | 0.1% | -3.3% | 0.043% | |
1/31/2025 | Global Retirement Partners LLC | 1,815 | $27K | 0.0% | N/A | 0.004% | |
1/31/2025 | Truist Financial Corp | 60,684 | $919K | 0.0% | +2.2% | 0.130% | |
1/29/2025 | Van ECK Associates Corp | 207,378 | $3.14M | 0.0% | +2.4% | 0.443% | |
1/28/2025 | Stephens Inc. AR | 494,574 | $7.49M | 0.1% | -0.2% | 1.057% | |
1/28/2025 | Visionary Horizons LLC | 16,570 | $251K | 0.2% | +21.2% | 0.035% | |
1/27/2025 | Stratos Wealth Partners LTD. | 48,207 | $730K | 0.0% | +13.2% | 0.103% | |
1/21/2025 | Lantz Financial LLC | 12,040 | $182K | 0.0% | -28.6% | 0.026% | |
1/17/2025 | Janney Montgomery Scott LLC | 35,529 | $538K | 0.0% | +5.6% | 0.076% | |
1/17/2025 | Melfa Wealth Management Inc. | 90,037 | $1.36M | 0.9% | -9.9% | 0.192% | |
1/15/2025 | Capital Advisors Wealth Management LLC | 26,756 | $405K | 0.1% | +31.4% | 0.057% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 956,400 | $14.49M | 0.7% | +45.3% | 2.043% | |
1/14/2025 | Breakwater Capital Group | 44,563 | $675K | 0.1% | +5.2% | 0.095% | |
1/13/2025 | AdvisorNet Financial Inc | 56,960 | $863K | 0.1% | +8.2% | 0.122% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 36,543 | $554K | 0.0% | +70.0% | 0.078% | |
11/15/2024 | Stifel Financial Corp | 32,753 | $495K | 0.0% | -16.2% | 0.070% | |
11/14/2024 | Icon Wealth Advisors LLC | 9,503 | $144K | 0.0% | N/A | 0.020% | |
11/13/2024 | D.A. Davidson & CO. | 28,096 | $425K | 0.0% | -11.2% | 0.060% | |
11/12/2024 | Icon Wealth Advisors LLC | 2,136 | $32K | 0.0% | N/A | 0.005% | |
11/8/2024 | King Luther Capital Management Corp | 13,486 | $204K | 0.0% | -12.9% | 0.029% | |
11/8/2024 | Advisors Asset Management Inc. | 252,086 | $3.81M | 0.1% | -22.2% | 0.539% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 29,070 | $439K | 0.3% | N/A | 0.062% | |
10/29/2024 | Van ECK Associates Corp | 202,563 | $3.03M | 0.0% | -0.4% | 0.433% | |
10/29/2024 | Realta Investment Advisors | 12,250 | $184K | 0.1% | -38.8% | 0.026% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 658,181 | $9.95M | 0.5% | +27.9% | 1.406% | |
10/22/2024 | International Assets Investment Management LLC | 81,258 | $1.23M | 0.0% | +1,422.3% | 0.174% | |
10/7/2024 | WealthBridge Capital Management LLC | 20,726 | $313K | 0.1% | -3.6% | 0.044% | |
9/5/2024 | Sanctuary Advisors LLC | 11,482 | $161K | 0.0% | N/A | 0.025% | |
8/21/2024 | Truist Financial Corp | 58,584 | $849K | 0.0% | +4.9% | 0.125% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 21,497 | $313K | 0.0% | +101.4% | 0.046% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,858 | $27K | 0.0% | -77.0% | 0.004% | |
8/16/2024 | Silver Lake Advisory LLC | 43,566 | $631K | 0.1% | N/A | 0.093% | |
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8/2/2024 | Wolverine Asset Management LLC | 5,305 | $77K | 0.0% | +19.0% | 0.011% | |
7/31/2024 | Essex Financial Services Inc. | 29,000 | $422K | 0.0% | +132.0% | 0.062% | |
7/31/2024 | Van ECK Associates Corp | 203,394 | $2.95M | 0.0% | -3.2% | 0.435% | |
7/31/2024 | Commonwealth Equity Services LLC | 134,132 | $1.94M | 0.0% | -2.0% | 0.287% | |
7/31/2024 | Concurrent Investment Advisors LLC | 12,969 | $188K | 0.0% | N/A | 0.028% | |
7/31/2024 | Rothschild Investment LLC | 8,718 | $126K | 0.0% | N/A | 0.019% | |
7/30/2024 | International Assets Investment Management LLC | 5,338 | $77K | 0.0% | N/A | 0.011% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 14,340 | $208K | 0.0% | +5.1% | 0.031% | |
7/26/2024 | Breakwater Capital Group | 38,722 | $561K | 0.1% | +147.7% | 0.083% | |
7/26/2024 | Bank of New York Mellon Corp | 17,209 | $249K | 0.0% | N/A | 0.037% | |