5/2/2025 | Apollon Wealth Management LLC | 24,535 | $366K | 0.0% | +129.6% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 472,246 | $7.05M | 0.1% | -2.3% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 23,645 | $353K | 0.0% | +24.2% | 0.000% | |
4/22/2025 | Advisor Resource Council | 15,750 | $235K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 11,100 | $167K | 0.0% | N/A | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 112,766 | $1.70M | 0.6% | +187.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,440 | $37K | 0.0% | +35.6% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 22,353 | $337K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 138,287 | $2.08M | 0.0% | +8.1% | 0.000% | |
2/11/2025 | LPL Financial LLC | 24,607 | $371K | 0.0% | N/A | 0.000% | |
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2/10/2025 | Atala Financial Inc | 1,877 | $28K | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 41,741 | $629K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 22,353 | $337K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 7,100 | $107K | 0.1% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 87,801 | $1.32M | 0.0% | +133.4% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 46,217 | $696K | 0.3% | +22.3% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 10,685 | $161K | 0.0% | N/A | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 483,316 | $7.28M | 0.1% | +1.9% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 30,258 | $494K | 0.0% | +117.9% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 37,625 | $614K | 0.0% | +223.9% | 0.000% | |
10/17/2024 | Stratos Wealth Partners LTD. | 474,451 | $7.75M | 0.1% | -2.9% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 11,615 | $185K | 0.0% | N/A | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 45,757 | $707K | 0.3% | +1.5% | 0.000% | |
5/1/2024 | Fairhaven Wealth Management LLC | 18,021 | $290K | 0.1% | N/A | 0.000% | |
2/14/2024 | XML Financial LLC | 15,800 | $241K | 0.0% | -35.0% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 45,081 | $687K | 0.2% | N/A | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 63,712 | $970K | 0.0% | +622.4% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 24,885 | $379K | 0.0% | -5.8% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 474,911 | $7.23M | 0.1% | -3.4% | 0.000% | |
1/12/2024 | Advisor Resource Council | 15,750 | $240K | 0.0% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 69,471 | $998K | 0.0% | -1.8% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 8,820 | $127K | 0.0% | N/A | 0.000% | |
11/8/2023 | NewEdge Wealth LLC | 26,427 | $379K | 0.0% | +10.4% | 0.000% | |
11/6/2023 | XML Financial LLC | 24,300 | $349K | 0.0% | +13.1% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 491,531 | $7.06M | 0.2% | +0.9% | 0.000% | |
8/7/2023 | XML Financial LLC | 21,487 | $352K | 0.0% | N/A | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 14,792 | $242K | 0.0% | +6.2% | 0.000% | |
7/25/2023 | Raymond James & Associates | 23,515 | $385K | 0.0% | -3.6% | 0.000% | |
7/18/2023 | Stratos Wealth Partners LTD. | 487,135 | $7.97M | 0.2% | +211.2% | 0.000% | |
4/27/2023 | Stratos Wealth Partners LTD. | 156,528 | $2.62M | 0.1% | -44.9% | 0.000% | |
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4/14/2023 | Raymond James & Associates | 24,404 | $409K | 0.0% | +12.0% | 0.000% | |
2/14/2023 | Family Management Corp | 32,106 | $525K | 0.1% | -13.1% | 0.000% | |
2/8/2023 | UBS Group AG | 119,415 | $1.95M | 0.0% | +15.9% | 0.000% | |
2/8/2023 | Prospera Financial Services Inc | 16,629 | $272K | 0.0% | -8.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 26,085 | $426K | 0.0% | N/A | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 2,000 | $33K | 0.0% | N/A | 0.000% | |
1/31/2023 | Wedbush Securities Inc. | 40,389 | $660K | 0.0% | +1.9% | 0.000% | |
11/15/2022 | Family Management Corp | 36,940 | $576K | 0.1% | -13.6% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 143,525 | $2.24M | 0.0% | -3.3% | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 2,800 | $43K | 0.0% | -74.5% | 0.000% | |
10/27/2022 | Prospera Financial Services Inc | 18,196 | $284K | 0.0% | -21.5% | 0.000% | |
10/24/2022 | Stratos Wealth Partners LTD. | 91,420 | $1.43M | 0.0% | -6.0% | 0.000% | |
10/18/2022 | Wedbush Securities Inc. | 39,655 | $619K | 0.0% | -14.9% | 0.000% | |
9/9/2022 | B. Riley Wealth Management Inc. | 13,934 | $244K | 0.0% | N/A | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 148,347 | $2.60M | 0.0% | -0.7% | 0.000% | |
8/8/2022 | Moors & Cabot Inc. | 18,300 | $320K | 0.0% | N/A | 0.000% | |
8/8/2022 | Prospera Financial Services Inc | 23,168 | $405K | 0.0% | +9.5% | 0.000% | |
7/22/2022 | Stratos Wealth Partners LTD. | 97,280 | $1.70M | 0.0% | +74.0% | 0.000% | |
7/21/2022 | Wedbush Securities Inc. | 46,586 | $815K | 0.0% | N/A | 0.000% | |
5/10/2022 | Karpus Management Inc. | 14,277 | $265K | 0.0% | -89.6% | 0.000% | |
5/6/2022 | Quadrant Capital Group LLC | 900,000 | $900K | 0.1% | N/A | 0.000% | |
5/4/2022 | Fortress Wealth Management Inc. | 51,254 | $951K | 0.7% | +6.8% | 0.000% | |
5/4/2022 | Prospera Financial Services Inc | 21,156 | $392K | 0.0% | +33.3% | 0.000% | |
5/2/2022 | XML Financial LLC | 11,500 | $213K | 0.0% | +27.8% | 0.000% | |
4/26/2022 | Stratos Wealth Partners LTD. | 55,910 | $1.04M | 0.0% | N/A | 0.000% | |
3/18/2022 | Twelve Points Wealth Management LLC | 10,233 | $228K | 0.2% | N/A | 0.000% | |
2/15/2022 | Karpus Management Inc. | 137,336 | $3.06M | 0.1% | -10.7% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 5,358 | $120K | 0.0% | -13.5% | 0.000% | |
2/3/2022 | Fortress Wealth Management Inc. | 47,974 | $1.07M | 0.8% | N/A | 0.000% | |
2/1/2022 | XML Financial LLC | 9,000 | $201K | 0.0% | N/A | 0.000% | |
1/19/2022 | Cypress Wealth Services LLC | 32,500 | $725K | 0.2% | +8.3% | 0.000% | |
12/8/2021 | Moors & Cabot Inc. | 50,000 | $51K | 0.0% | N/A | 0.000% | |
11/15/2021 | Royal Bank of Canada | 165,808 | $3.83M | 0.0% | -5.9% | 0.000% | |
11/9/2021 | Robinson Capital Management LLC | 162,702 | $3.76M | 3.4% | -0.8% | 0.000% | |
11/5/2021 | Moors & Cabot Inc. | 50,000 | $51K | 0.0% | N/A | 0.000% | |
8/17/2021 | Wells Fargo & Company MN | 123,683 | $2.86M | 0.0% | +4.6% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 176,158 | $4.08M | 0.0% | +0.6% | 0.000% | |
8/13/2021 | Family Management Corp | 51,974 | $1.20M | 0.3% | -5.5% | 0.000% | |
8/12/2021 | Ackerman Capital Advisors LLC | 13,402 | $310K | 0.1% | -19.4% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 6,182 | $143K | 0.0% | +60.8% | 0.000% | |
7/31/2021 | Advisors Asset Management Inc. | 15,227 | $353K | 0.0% | N/A | 0.000% | |
5/18/2021 | Morgan Stanley | 133,025 | $2.92M | 0.0% | +9.0% | 0.000% | |
5/18/2021 | Karpus Management Inc. | 156,163 | $3.43M | 0.1% | -1.9% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 175,151 | $3.85M | 0.0% | -1.7% | 0.000% | |
5/14/2021 | Thomas J. Herzfeld Advisors Inc. | 38,571 | $847K | 0.4% | +8.1% | 0.000% | |
5/14/2021 | Family Management Corp | 54,974 | $1.21M | 0.4% | -18.6% | 0.000% | |
5/12/2021 | UBS Group AG | 112,194 | $2.47M | 0.0% | +8.8% | 0.000% | |
4/29/2021 | Ackerman Capital Advisors LLC | 16,629 | $365K | 0.1% | N/A | 0.000% | |
4/28/2021 | US Bancorp DE | 1,181 | $26K | 0.0% | N/A | 0.000% | |
4/28/2021 | Cypress Wealth Services LLC | 30,000 | $659K | 0.1% | +16.5% | 0.000% | |
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