6/2/2025 | Modern Wealth Management LLC | 13,020 | $287K | 0.0% | -5.1% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,855 | $107K | 0.0% | -48.0% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 20,182 | $445K | 0.0% | +414.6% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 24,683 | $545K | 0.5% | N/A | 0.000% | |
5/15/2025 | Royal Bank of Canada | 299,410 | $6.61M | 0.0% | -1.4% | 0.000% | |
5/15/2025 | Oarsman Capital Inc. | 44,000 | $971K | 0.2% | +10.0% | 0.000% | |
5/14/2025 | RB Capital Management LLC | 23,768 | $525K | 0.1% | -4.0% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 43,391 | $958K | 0.4% | +7.5% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 15,192 | $335K | 0.0% | -6.0% | 0.000% | |
5/14/2025 | Venture Visionary Partners LLC | 79,344 | $1.75M | 0.1% | +98.9% | 0.000% | |
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5/13/2025 | Raymond James Financial Inc. | 691,946 | $15.27M | 0.0% | +86.3% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 18,377 | $406K | 0.0% | -4.2% | 0.000% | |
5/12/2025 | Invesco Ltd. | 28,086 | $620K | 0.0% | -40.0% | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 30,889 | $682K | 0.1% | N/A | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 76,442 | $1.69M | 0.1% | +9.3% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 16,089 | $355K | 0.0% | -26.2% | 0.000% | |
5/8/2025 | Shufro Rose & Co. LLC | 49,800 | $1.10M | 0.1% | +12.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 765,664 | $16.90M | 0.0% | +1.2% | 0.000% | |
5/7/2025 | Intellus Advisors LLC | 9,239 | $204K | 0.0% | N/A | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 152,210 | $3.36M | 0.0% | +24.8% | 0.000% | |
5/5/2025 | Atlantic Union Bankshares Corp | 53,034 | $1.17M | 0.1% | -2.8% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 36,188 | $799K | 0.0% | -4.4% | 0.000% | |
5/1/2025 | CWM LLC | 4,257 | $94K | 0.0% | -45.4% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 18,353 | $405K | 0.1% | +11.4% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 17,402 | $384K | 0.0% | +32.2% | 0.000% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 14,981 | $331K | 0.3% | +3.6% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 15,686 | $346K | 0.0% | -5.5% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 73,259 | $1.62M | 0.1% | +7.4% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 21,200 | $468K | 0.1% | +2.9% | 0.000% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 47,885 | $1.06M | 0.0% | -16.8% | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 10,679 | $236K | 0.0% | N/A | 0.000% | |
4/23/2025 | Investment Planning Advisors Inc. | 23,486 | $518K | 0.2% | -7.2% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 98,143 | $2.17M | 0.3% | +7.4% | 0.000% | |
4/22/2025 | XML Financial LLC | 221,362 | $4.89M | 0.5% | +810.1% | 0.000% | |
4/22/2025 | Ellis Investment Partners LLC | 1,196,869 | $26.42M | 5.5% | -2.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,093 | $333K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sound Income Strategies LLC | 44,826 | $989K | 0.1% | N/A | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 52,853 | $1.17M | 0.0% | -8.9% | 0.000% | |
4/14/2025 | SOA Wealth Advisors LLC. | 21,570 | $476K | 0.1% | N/A | 0.000% | |
4/10/2025 | Secure Asset Management LLC | 25,111 | $554K | 0.1% | +66.8% | 0.000% | |
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4/10/2025 | Hennion & Walsh Asset Management Inc. | 65,366 | $1.44M | 0.1% | +25.2% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 2,700 | $59K | 0.0% | +134,900.0% | 0.000% | |
4/9/2025 | Future Financial Wealth Managment LLC | 16,243 | $358K | 0.3% | +3.8% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,803 | $309K | 0.0% | +15.6% | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 44,400 | $928K | 0.1% | +4.7% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 1,469 | $32K | 0.0% | N/A | 0.000% | |
2/18/2025 | RB Capital Management LLC | 24,754 | $517K | 0.1% | -3.9% | 0.000% | |
2/18/2025 | Elequin Capital LP | 6,251 | $131K | 0.0% | N/A | 0.000% | |
2/17/2025 | Focus Partners Wealth | 3,922 | $82K | 0.0% | -76.4% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 121,965 | $2.55M | 0.0% | +11.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 591,112 | $12.35M | 0.0% | -0.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 311,751 | $6.52M | 0.0% | -0.3% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 10,154 | $212K | 0.0% | N/A | 0.000% | |
2/14/2025 | Northern Trust Corp | 18,366 | $384K | 0.0% | -29.2% | 0.000% | |
2/14/2025 | Johnson Financial Group Inc. | 164,770 | $3.58M | 0.2% | -8.6% | 0.000% | |
2/14/2025 | MGO One Seven LLC | 11,451 | $239K | 0.0% | -22.0% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 9,824 | $205K | 0.0% | -39.1% | 0.000% | |
2/14/2025 | TD Waterhouse Canada Inc. | 5,000 | $104K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 371,329 | $7.76M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 12,421 | $260K | 0.0% | -21.4% | 0.000% | |
2/13/2025 | Invesco Ltd. | 46,835 | $979K | 0.0% | -21.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 13,164 | $275K | 0.0% | N/A | 0.000% | |
2/13/2025 | Oarsman Capital Inc. | 40,000 | $836K | 0.1% | -2.4% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 374,023 | $7.82M | 0.0% | -9.4% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 10,555 | $221K | 0.0% | N/A | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 13,720 | $301K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 756,768 | $15.82M | 0.0% | +4.2% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 40,348 | $843K | 0.4% | +4.6% | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 85,115 | $1.78M | 0.1% | +1.9% | 0.000% | |
2/10/2025 | one8zero8 LLC | 11,000 | $230K | 0.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 137,585 | $2.88M | 0.0% | +0.5% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 19,177 | $401K | 0.0% | -10.4% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 69,956 | $1.46M | 0.1% | N/A | 0.000% | |
2/7/2025 | Atlantic Union Bankshares Corp | 54,534 | $1.14M | 0.1% | -4.4% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 371,329 | $7.76M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 29,869 | $624K | 0.0% | +41.3% | 0.000% | |
2/3/2025 | Camelot Portfolios LLC | 17,960 | $375K | 0.4% | -4.2% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 25,051 | $524K | 0.0% | N/A | 0.000% | |
2/3/2025 | WealthBridge Capital Management LLC | 20,600 | $431K | 0.1% | +4.8% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 37,844 | $791K | 0.0% | +2.9% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 10,254 | $214K | 0.0% | +12.3% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 63,425 | $1.33M | 0.0% | N/A | 0.000% | |
1/30/2025 | Ellis Investment Partners LLC | 1,228,675 | $25.68M | 5.1% | +2.0% | 0.000% | |
1/30/2025 | Ellis Investment Partners LLC | 1,228,675 | $25.68M | 5.1% | +2.0% | 0.000% | |
1/28/2025 | Moloney Securities Asset Management LLC | 16,479 | $344K | 0.0% | +65.4% | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 63,425 | $1.33M | 0.0% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 91,405 | $1.91M | 0.3% | +4.4% | 0.000% | |
1/24/2025 | JP Wealth Management Inc. | 248,458 | $5.19M | 3.8% | N/A | 0.000% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 14,462 | $302K | 0.3% | N/A | 0.000% | |
1/24/2025 | Spire Wealth Management | 5,892 | $123K | 0.0% | N/A | 0.000% | |
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1/22/2025 | Investment Planning Advisors Inc. | 25,307 | $529K | 0.2% | -44.4% | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 9,336 | $195K | 0.0% | N/A | 0.000% | |
1/21/2025 | Fifth Third Bancorp | 9,000 | $188K | 0.0% | -5.3% | 0.000% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 57,525 | $1.20M | 0.0% | -3.0% | 0.000% | |
1/17/2025 | Magnus Financial Group LLC | 19,906 | $416K | 0.0% | -6.0% | 0.000% | |
1/17/2025 | XML Financial LLC | 24,324 | $508K | 0.0% | +16.0% | 0.000% | |
1/17/2025 | Monterey Private Wealth Inc. | 9,902 | $207K | 0.1% | N/A | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 68,234 | $1.43M | 0.0% | +2.5% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 52,192 | $1.09M | 0.0% | +78.8% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 58,033 | $1.21M | 0.0% | -1.3% | 0.000% | |