7/11/2025 | Farther Finance Advisors LLC | 7,928 | $309K | 0.0% | +919.0% | 0.085% | |
5/16/2025 | Plotkin Financial Advisors LLC | 26,470 | $973K | 0.6% | N/A | 0.304% | |
5/9/2025 | Liberty Wealth Management LLC | 95,492 | $3.51M | 0.1% | N/A | 1.098% | |
5/8/2025 | Arkadios Wealth Advisors | 22,900 | $842K | 0.0% | +5.7% | 0.263% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 900 | $33K | 0.0% | N/A | 0.010% | |
4/23/2025 | AIFG Consultants Ltd. | 50,288 | $1.85M | 3.0% | -10.8% | 0.541% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 55,194 | $2.03M | 0.0% | +66.2% | 0.593% | |
4/21/2025 | ORG Partners LLC | 4,500 | $166K | 0.0% | +38.5% | 0.048% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 5,817 | $214K | 0.0% | N/A | 0.063% | |
4/17/2025 | Janney Montgomery Scott LLC | 36,690 | $1.35M | 0.0% | +5.2% | 0.395% | |
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4/14/2025 | Farther Finance Advisors LLC | 778 | $29K | 0.0% | N/A | 0.008% | |
4/14/2025 | City Holding Co. | 57,557 | $2.12M | 0.3% | +0.9% | 0.619% | |
2/18/2025 | Sunbelt Securities Inc. | 90,916 | $3.40M | 0.3% | -48.7% | 0.775% | |
2/12/2025 | OLD Mission Capital LLC | 29,088 | $1.09M | 0.0% | -29.0% | 0.248% | |
2/12/2025 | Bullseye Investment Management LLC | 14,967 | $558K | 0.4% | N/A | 0.128% | |
2/12/2025 | JPMorgan Chase & Co. | 5,016 | $187K | 0.0% | -54.2% | 0.043% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 1,750 | $65K | 0.1% | N/A | 0.015% | |
1/29/2025 | AIFG Consultants Ltd. | 56,386 | $2.11M | 3.4% | -76.5% | 0.481% | |
1/17/2025 | Janney Montgomery Scott LLC | 34,887 | $1.30M | 0.0% | -44.8% | 0.297% | |
1/15/2025 | Arkadios Wealth Advisors | 21,670 | $809K | 0.0% | N/A | 0.185% | |
1/10/2025 | ORG Partners LLC | 3,250 | $121K | 0.0% | N/A | 0.028% | |
12/26/2024 | JPMorgan Chase & Co. | 10,961 | $400K | 0.0% | +10.0% | 0.093% | |
11/7/2024 | MAI Capital Management | 31,204 | $1.14M | 0.0% | -6.6% | 0.266% | |
10/29/2024 | Janney Montgomery Scott LLC | 63,227 | $2.31M | 0.0% | -2.7% | 0.539% | |
10/25/2024 | Strategic Blueprint LLC | 21,602 | $789K | 0.0% | -10.8% | 0.184% | |
10/21/2024 | AIFG Consultants Ltd. | 239,982 | $8.76M | 6.7% | -5.1% | 2.046% | |
8/7/2024 | Liberty Wealth Management LLC | 83,369 | $2.95M | 0.1% | N/A | 0.711% | |
7/29/2024 | AIFG Consultants Ltd. | 252,914 | $8.96M | 6.7% | -5.9% | 2.156% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,254 | $1.39M | 0.0% | -2.8% | 0.335% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 9,550 | $338K | 0.0% | +47.5% | 0.081% | |
5/14/2024 | InterOcean Capital Group LLC | 11,907 | $410K | 0.0% | N/A | 0.102% | |
5/1/2024 | Janney Montgomery Scott LLC | 65,002 | $2.24M | 0.0% | N/A | 0.556% | |
4/25/2024 | Triumph Capital Management | 26,081 | $896K | 0.4% | N/A | 0.223% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 7,477 | $258K | 0.0% | N/A | 0.064% | |
4/23/2024 | Strategic Blueprint LLC | 24,304 | $837K | 0.1% | -1.3% | 0.208% | |
4/15/2024 | Sunbelt Securities Inc. | 177,216 | $6.10M | 0.7% | +5,149.3% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 6,476 | $223K | 0.0% | N/A | 0.000% | |
4/11/2024 | City Holding Co. | 57,457 | $1.98M | 0.3% | +25.5% | 0.000% | |
1/25/2024 | Strategic Blueprint LLC | 24,627 | $814K | 0.1% | -2.1% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,992 | $308K | 0.0% | -4.7% | 0.000% | |
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10/18/2023 | Strategic Blueprint LLC | 25,167 | $775K | 0.1% | +7.1% | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 62,105 | $1.94M | 0.0% | +33.4% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 364,650 | $11.37M | 0.0% | +114.6% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 216,771 | $6.76M | 0.0% | +0.8% | 0.000% | |
8/10/2023 | Cetera Advisors LLC | 391,781 | $12.22M | 0.2% | +13.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 99,059 | $3.09M | 0.0% | +76.4% | 0.000% | |
8/8/2023 | Archer Investment Corp | 9,697 | $302K | 0.1% | -9.8% | 0.000% | |
8/8/2023 | ODonnell Financial Services LLC | 1,603,341 | $50.01M | 30.2% | +12.0% | 0.000% | |
8/7/2023 | Insight Advisors LLC PA | 20,799 | $649K | 0.1% | +26.9% | 0.000% | |
8/7/2023 | Lincoln National Corp | 15,443 | $482K | 0.0% | -5.4% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 55,851 | $1.74M | 0.0% | +215.7% | 0.000% | |
8/4/2023 | Atria Investments Inc | 181,135 | $5.65M | 0.1% | +4.3% | 0.000% | |
8/1/2023 | Truist Financial Corp | 24,991 | $779K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 2,073,849 | $64.68M | 0.1% | +3.7% | 0.000% | |
7/25/2023 | Raymond James & Associates | 26,403 | $824K | 0.0% | -4.7% | 0.000% | |
7/21/2023 | Cypress Wealth Services LLC | 10,018 | $315K | 0.1% | N/A | 0.000% | |
7/20/2023 | PFG Advisors | 6,709 | $209K | 0.0% | -10.0% | 0.000% | |
7/20/2023 | Keystone Wealth Services LLC | 25,612 | $799K | 0.3% | N/A | 0.000% | |
7/18/2023 | Stratos Wealth Advisors LLC | 16,543 | $516K | 0.0% | -9.1% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,485 | $327K | 0.0% | -53.8% | 0.000% | |
7/11/2023 | Brookstone Capital Management | 7,448 | $231K | 0.0% | N/A | 0.000% | |
7/10/2023 | AE Wealth Management LLC | 10,616 | $331K | 0.0% | +41.9% | 0.000% | |
7/6/2023 | HBW Advisory Services LLC | 58,692 | $1.83M | 0.4% | +6.2% | 0.000% | |
5/22/2023 | Arete Wealth Advisors LLC | 36,775 | $1.09M | 0.1% | N/A | 0.000% | |
5/11/2023 | Envestnet Asset Management Inc. | 17,693 | $523K | 0.0% | N/A | 0.000% | |
5/11/2023 | Commonwealth Equity Services LLC | 215,080 | $6.36M | 0.0% | N/A | 0.000% | |
5/10/2023 | Atria Investments Inc | 173,629 | $5.14M | 0.1% | N/A | 0.000% | |
5/9/2023 | Archer Investment Corp | 10,754 | $318K | 0.1% | N/A | 0.000% | |
5/3/2023 | Insight Advisors LLC PA | 16,388 | $485K | 0.1% | N/A | 0.000% | |
5/2/2023 | Lincoln National Corp | 16,318 | $483K | 0.0% | N/A | 0.000% | |
5/2/2023 | Valmark Advisers Inc. | 8,781 | $260K | 0.0% | N/A | 0.000% | |
5/1/2023 | Arete Wealth Advisors LLC | 36,775 | $1.09T | 0.1% | N/A | 0.000% | |
4/28/2023 | Avantax Advisory Services Inc. | 7,061 | $209K | 0.0% | N/A | 0.000% | |
4/28/2023 | Strategic Blueprint LLC | 17,775 | $526K | 0.1% | N/A | 0.000% | |
4/27/2023 | Stratos Wealth Advisors LLC | 18,200 | $538K | 0.0% | N/A | 0.000% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 2,600 | $77K | 0.0% | N/A | 0.000% | |
4/21/2023 | PFG Advisors | 7,458 | $221K | 0.0% | N/A | 0.000% | |
4/20/2023 | ODonnell Financial Services LLC | 1,431,010 | $42.33M | 75.4% | N/A | 0.000% | |
4/14/2023 | AE Wealth Management LLC | 7,481 | $221K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 2,000,342 | $59.17M | 0.1% | N/A | 0.000% | |
4/14/2023 | Raymond James & Associates | 27,703 | $819K | 0.0% | N/A | 0.000% | |