8/16/2024 | Kathmere Capital Management LLC | 180,017 | $9.25M | 1.0% | +59.6% | 6.977% | |
8/2/2024 | Belpointe Asset Management LLC | 38,248 | $1.97M | 0.1% | +72.5% | 1.482% | |
8/2/2024 | Foundations Investment Advisors LLC | 16,709 | $859K | 0.0% | N/A | 0.648% | |
7/24/2024 | Diversified LLC | 258,663 | $13.29M | 1.6% | +3.0% | 10.026% | |
7/19/2024 | Raymond James & Associates | 86,316 | $4.44M | 0.0% | +3.8% | 3.346% | |
7/18/2024 | Gradient Investments LLC | 360,345 | $18.52M | 0.4% | +18.3% | 13.967% | |
7/18/2024 | Naples Global Advisors LLC | 8,640 | $444K | 0.0% | N/A | 0.335% | |
7/17/2024 | Leavell Investment Management Inc. | 72,790 | $3.74M | 0.2% | +35.5% | 2.821% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 13,757 | $707K | 0.1% | +85.1% | 0.533% | |
7/1/2024 | Kathmere Capital Management LLC | 90,543 | $4.61M | 0.6% | -19.7% | 3.509% | |
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5/8/2024 | Motley Fool Wealth Management LLC | 30,295 | $1.55M | 0.1% | N/A | 1.174% | |
5/2/2024 | Diversified LLC | 251,218 | $12.88M | 1.8% | +5.5% | 9.890% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,066 | $618K | 0.0% | -4.8% | 0.475% | |
4/29/2024 | Seascape Capital Management | 129,229 | $6.62M | 2.5% | -0.4% | 5.088% | |
4/24/2024 | Leavell Investment Management Inc. | 53,737 | $2.75M | 0.2% | +34.6% | 2.116% | |
4/23/2024 | Gradient Investments LLC | 304,483 | $15.61M | 0.4% | -1.7% | 11.988% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 7,434 | $381K | 0.1% | N/A | 0.293% | |
4/23/2024 | KLR Investment Advisors LLC | 209,602 | $10.69M | 7.6% | +13.4% | 8.252% | |
4/16/2024 | Kathmere Capital Management LLC | 112,798 | $5.78M | 0.7% | +24.6% | 19.448% | |
4/11/2024 | Fortitude Family Office LLC | 746 | $38K | 0.0% | N/A | 0.129% | |
2/29/2024 | Tortoise Investment Management LLC | 900 | $46K | 0.0% | N/A | 0.155% | |
2/13/2024 | Southeast Asset Advisors Inc. | 3,956 | $201K | 0.0% | N/A | 0.682% | |
2/13/2024 | Belpointe Asset Management LLC | 5,963 | $303K | 0.0% | -3.2% | 1.028% | |
2/12/2024 | Relative Value Partners Group LLC | 23,346 | $1.19M | 0.1% | N/A | 4.025% | |
2/8/2024 | Tortoise Investment Management LLC | 900 | $46K | 0.0% | N/A | 0.155% | |
2/8/2024 | NorthRock Partners LLC | 7,399 | $377K | 0.0% | -15.1% | 1.276% | |
2/8/2024 | Curi Wealth Management LLC | 119,603 | $6.09M | 0.8% | +3.9% | 20.621% | |
2/8/2024 | KLR Investment Advisors LLC | 184,759 | $9.40M | 6.8% | N/A | 31.855% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,673 | $645K | 0.0% | -3.5% | 2.185% | |
2/7/2024 | NBC Securities Inc. | 8,269 | $420K | 0.0% | -5.5% | 1.426% | |
2/6/2024 | Private Advisor Group LLC | 13,838 | $704K | 0.0% | +11.5% | 2.386% | |
2/1/2024 | Diversified LLC | 238,221 | $12.12M | 2.6% | +2.9% | 41.073% | |
1/29/2024 | Seascape Capital Management | 129,771 | $6.60M | 2.8% | +12.7% | 22.374% | |
1/23/2024 | Leavell Investment Management Inc. | 39,929 | $2.03M | 0.1% | N/A | 6.884% | |
1/18/2024 | Gradient Investments LLC | 309,901 | $15.77M | 0.4% | N/A | 53.431% | |
1/16/2024 | Raymond James & Associates | 87,493 | $4.45M | 0.0% | -5.3% | 15.085% | |
11/16/2023 | Belpointe Asset Management LLC | 6,163 | $311K | 0.0% | N/A | 1.063% | |
11/13/2023 | Envestnet Asset Management Inc. | 90,896 | $4.59M | 0.0% | N/A | 15.672% | |
11/9/2023 | Seascape Capital Management | 115,135 | $5.81M | 2.8% | N/A | 19.851% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,130 | $663K | 0.0% | N/A | 2.264% | |
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11/6/2023 | Curi Wealth Management LLC | 115,140 | $5.81M | 0.9% | -8.6% | 19.852% | |
11/4/2023 | NBC Securities Inc. | 8,746 | $441K | 0.0% | N/A | 1.508% | |
11/3/2023 | Private Advisor Group LLC | 12,413 | $626K | 0.0% | N/A | 2.140% | |
11/2/2023 | Diversified LLC | 231,474 | $11.68M | 3.0% | +4.1% | 39.909% | |
10/24/2023 | NorthRock Partners LLC | 8,719 | $440K | 0.0% | N/A | 1.503% | |
10/24/2023 | Raymond James & Associates | 92,392 | $4.66M | 0.0% | N/A | 15.930% | |
7/31/2023 | Curi Wealth Management LLC | 125,915 | $6.35M | 0.9% | N/A | 24.214% | |