4/29/2025 | Concurrent Investment Advisors LLC | 8,265 | $231K | 0.0% | -8.2% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 44,012 | $1.23M | 0.2% | +1.6% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 31,802 | $890K | 0.0% | +11.5% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 23,809 | $666K | 0.1% | +16.7% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,219 | $622K | 0.0% | +4.8% | 0.000% | |
4/21/2025 | L.M. Kohn & Company | 11,935 | $334K | 0.1% | +23.8% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 288,508 | $8.07M | 0.0% | +8.4% | 0.000% | |
4/17/2025 | David J Yvars Group | 13,551 | $379K | 0.3% | +13.2% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,873 | $276K | 0.0% | -46.5% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 2,462 | $69K | 0.0% | +1,061.3% | 0.000% | |
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4/9/2025 | NBC Securities Inc. | 6,007 | $168K | 0.0% | +120,040.0% | 0.000% | |
4/8/2025 | Whitcomb & Hess Inc. | 7,775 | $218K | 0.1% | -30.0% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 7,455 | $209K | 0.0% | +10.9% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,445 | $589K | 0.0% | -9.0% | 0.000% | |
2/17/2025 | EP Wealth Advisors LLC | 6,941 | $222K | 0.0% | -17.3% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 16,350 | $522K | 0.0% | -14.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 82,570 | $2.64M | 0.0% | -0.5% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 42,793 | $1.37M | 0.0% | +4.8% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 19,460 | $622K | 0.2% | N/A | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 14,636 | $468K | 0.0% | +20.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 67,665 | $2.16M | 0.8% | +0.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 12,441 | $397K | 0.0% | -19.6% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 48,754 | $1.56M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 179,430 | $5.73M | 0.0% | +20.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 381,122 | $12.18M | 0.0% | +5.9% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 10,666 | $341K | 0.0% | -11.5% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 3,997 | $128K | 0.0% | +16.7% | 0.000% | |
2/11/2025 | LPL Financial LLC | 120,861 | $3.86M | 0.0% | +0.9% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 18,916 | $604K | 0.0% | +26.2% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 43,308 | $1.38M | 0.2% | -1.7% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 48,754 | $1.56M | 0.0% | N/A | 0.000% | |
2/6/2025 | LVZ Inc. | 15,074 | $482K | 0.1% | -11.4% | 0.000% | |
2/3/2025 | Compass Planning Associates Inc | 10,190 | $326K | 0.3% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 116,073 | $3.71M | 0.0% | +28.5% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 9,008 | $288K | 0.0% | +5.7% | 0.000% | |
1/30/2025 | L.M. Kohn & Company | 9,639 | $308K | 0.1% | -4.4% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 20,394 | $652K | 0.1% | +3.9% | 0.000% | |
1/23/2025 | Strategic Blueprint LLC | 10,350 | $331K | 0.0% | -2.8% | 0.000% | |
1/22/2025 | Whitcomb & Hess Inc. | 11,113 | $355K | 0.1% | -11.7% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 266,143 | $8.50M | 0.0% | +3.7% | 0.000% | |
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1/8/2025 | International Assets Investment Management LLC | 28,530 | $917K | 0.0% | -96.7% | 0.000% | |
1/6/2025 | Capital Market Strategies LLC | 11,526 | $368K | 0.2% | +3.2% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,825 | $61K | 0.0% | N/A | 0.000% | |
11/15/2024 | EP Wealth Advisors LLC | 8,391 | $281K | 0.0% | -10.9% | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 12,107 | $405K | 0.0% | +2.9% | 0.000% | |
11/12/2024 | Meridian Wealth Management LLC | 15,374 | $515K | 0.0% | +46.5% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 12,052 | $404K | 0.0% | -61.6% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 44,074 | $1.48M | 0.2% | +0.9% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 90,305 | $3.02M | 0.0% | +26.0% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 67,232 | $2.25M | 0.8% | +123.6% | 0.000% | |
10/31/2024 | David J Yvars Group | 11,752 | $394K | 0.2% | N/A | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 8,525 | $286K | 0.0% | +4.4% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 256,711 | $8.60M | 0.0% | -3.8% | 0.000% | |
10/25/2024 | SteelPeak Wealth LLC | 6,294 | $211K | 0.0% | N/A | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 19,631 | $657K | 0.1% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 865,570 | $28.99M | 0.0% | +3,833.3% | 0.000% | |
10/11/2024 | Creative Planning | 11,508 | $385K | 0.0% | -3.5% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 12,699 | $425K | 0.0% | -13.7% | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 9,420 | $314K | 0.0% | +12.3% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,079 | $369K | 0.0% | +38.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 5,286 | $176K | 0.0% | -14.9% | 0.000% | |
8/16/2024 | Creative Planning | 11,924 | $397K | 0.0% | +3.7% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 30,064 | $1.00M | 0.4% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 71,656 | $2.39M | 0.0% | +130.6% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 8,164 | $272K | 0.0% | +15.1% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 22,006 | $733K | 0.0% | -5.4% | 0.000% | |
7/27/2024 | Strategic Blueprint LLC | 10,650 | $355K | 0.0% | -3.2% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 14,716 | $490K | 0.0% | +14.0% | 0.000% | |
7/19/2024 | Raymond James & Associates | 60,894 | $2.03M | 0.0% | -14.7% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 7,999 | $255K | 0.0% | -45.5% | 0.000% | |
5/14/2024 | EP Wealth Advisors LLC | 8,391 | $267K | 0.0% | N/A | 0.000% | |
5/14/2024 | Owen LaRue LLC | 7,283 | $232K | 0.1% | -33.2% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 30,436 | $970K | 0.0% | -7.4% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 7,094 | $226K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 265,194 | $8.45M | 0.0% | +2.0% | 0.000% | |
4/23/2024 | Strategic Blueprint LLC | 11,000 | $351K | 0.0% | +12.8% | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 42,017 | $1.34M | 0.2% | +2.8% | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 2,833 | $90K | 0.0% | N/A | 0.000% | |
4/15/2024 | Whitcomb & Hess Inc. | 12,591 | $401K | 0.1% | N/A | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 41,509 | $1.30M | 0.0% | N/A | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 23,267 | $743K | 0.0% | -7.5% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,677 | $468K | 0.0% | +83.5% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 3,936 | $124K | 0.0% | +12.8% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 8,783 | $278K | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 259,168 | $8.19M | 0.0% | +14.4% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 7,692 | $251K | 0.0% | +4.7% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 259,984 | $8.22M | 0.0% | +0.4% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,861 | $217K | 0.0% | N/A | 0.000% | |
2/7/2024 | Formidable Asset Management LLC | 6,548 | $207K | 0.0% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 40,888 | $1.29M | 0.3% | -13.1% | 0.000% | |
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2/2/2024 | Atria Wealth Solutions Inc. | 11,465 | $365K | 0.0% | -7.9% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 11,800 | $373K | 0.1% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 25,159 | $795K | 0.0% | -22.5% | 0.000% | |
1/24/2024 | Highlander Capital Management LLC | 780 | $25K | 0.0% | -52.5% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 795,037 | $25.16M | 0.0% | +2,350.2% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,238 | $608K | 0.0% | +12.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 74,411 | $2.35M | 0.0% | -11.2% | 0.000% | |
1/8/2024 | Capital Market Strategies LLC | 11,092 | $351K | 0.3% | +15.3% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 7,999 | $218K | 0.0% | -65.1% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 46,899 | $1.28M | 0.0% | -46.0% | 0.000% | |