1/30/2024 | Capital Analysts LLC | 2,273 | $72K | 0.0% | +38.1% | 0.144% | |
1/29/2024 | Granite Bay Wealth Management LLC | 85,038 | $2.45M | 0.0% | -6.6% | 5.382% | |
10/12/2023 | Granite Bay Wealth Management LLC | 91,053 | $3.08M | 0.0% | N/A | 5.763% | |
8/10/2023 | Nwam LLC | 32,615 | $1.09M | 0.1% | -1.0% | 2.026% | |
8/10/2023 | Cetera Advisors LLC | 9,226 | $309K | 0.0% | -4.1% | 0.573% | |
8/3/2023 | Optimum Investment Advisors | 1,593 | $53K | 0.0% | -38.6% | 0.099% | |
|
8/3/2023 | CWM LLC | 3,864 | $129K | 0.0% | -7.2% | 0.240% | |
7/31/2023 | LPL Financial LLC | 18,087 | $605K | 0.0% | -66.1% | 1.123% | |
7/7/2023 | Founders Capital Management | 3,144 | $105K | 0.1% | -27.7% | 0.185% | |
4/12/2023 | WJ Wealth Management LLC | 30,431 | $968K | 0.7% | N/A | 1.719% | |
2/7/2023 | Commonwealth Equity Services LLC | 9,941 | $292K | 0.0% | -5.5% | 0.543% | |
2/7/2023 | LPL Financial LLC | 22,800 | $672K | 0.0% | +17.6% | 1.246% | |
2/7/2023 | Envestnet Asset Management Inc. | 38,679 | $1.14M | 0.0% | -10.5% | 2.114% | |
1/25/2023 | Stephens Inc. AR | 12,103 | $357K | 0.0% | -3.8% | 0.661% | |
1/18/2023 | Activest Wealth Management | 6,547 | $261K | 0.1% | +6.1% | 0.356% | |
1/12/2023 | Valley National Advisers Inc. | 12,856 | $416K | 0.1% | -7.1% | 0.680% | |
1/9/2023 | Founders Capital Management | 4,383 | $129K | 0.1% | -59.3% | 0.232% | |
1/5/2023 | Optimum Investment Advisors | 2,593 | $76K | 0.0% | -16.2% | 0.134% | |
11/15/2022 | Laidlaw Wealth Management LLC | 18,544 | $584K | 0.1% | +9.9% | 0.896% | |
11/10/2022 | Tower Research Capital LLC TRC | 15,357 | $484K | 0.0% | -52.0% | 0.742% | |
11/8/2022 | Valley National Advisers Inc. | 13,845 | $432K | 0.1% | -9.8% | 0.669% | |
11/2/2022 | Stephens Inc. AR | 12,587 | $397K | 0.0% | -3.6% | 0.602% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 9,161 | $289K | 0.0% | -6.6% | 0.436% | |
10/13/2022 | Activest Wealth Management | 6,170 | $258K | 0.1% | N/A | 0.294% | |
8/11/2022 | Cetera Advisors LLC | 10,250 | $353K | 0.0% | -12.6% | 0.472% | |
8/3/2022 | Envestnet Asset Management Inc. | 43,357 | $1.49M | 0.0% | -6.9% | 1.998% | |
8/3/2022 | Stephens Inc. AR | 13,051 | $449K | 0.0% | +4.1% | 0.601% | |
7/27/2022 | Riverview Trust Co | 1,621 | $56K | 0.0% | N/A | 0.074% | |
7/20/2022 | Founders Capital Management | 10,960 | $377K | 0.3% | -14.1% | 0.503% | |
7/19/2022 | Commonwealth Equity Services LLC | 10,281 | $353K | 0.0% | -14.8% | 0.472% | |
7/15/2022 | Valley National Advisers Inc. | 15,346 | $565K | 0.1% | -9.2% | 0.704% | |
5/12/2022 | Laidlaw Wealth Management LLC | 12,879 | $604K | 0.1% | +21.8% | 0.530% | |
5/6/2022 | Valley National Advisers Inc. | 16,897 | $792K | 0.2% | -54.6% | 0.695% | |
5/4/2022 | Stephens Inc. AR | 12,538 | $588K | 0.0% | +4.0% | 0.510% | |
5/4/2022 | Commonwealth Equity Services LLC | 12,061 | $565K | 0.0% | -93.4% | 0.490% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 10,023 | $470K | 0.0% | +4.9% | 0.407% | |
5/4/2022 | Envestnet Asset Management Inc. | 46,554 | $2.18M | 0.0% | +21.6% | 1.892% | |
5/2/2022 | National Asset Management Inc. | 6,677 | $314K | 0.0% | N/A | 0.271% | |
3/11/2022 | City Holding Co. | 735 | $35K | 0.0% | +444.4% | 0.025% | |
3/7/2022 | Stephens Inc. AR | 12,059 | $666K | 0.0% | +6.7% | 0.412% | |
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2/16/2022 | Granite Bay Wealth Management LLC | 5,022 | $277K | 0.3% | N/A | 0.171% | |
2/15/2022 | Laidlaw Wealth Management LLC | 10,574 | $584K | 0.1% | +15.7% | 0.361% | |
2/15/2022 | Cetera Investment Advisers | 14,508 | $801K | 0.0% | -5.7% | 0.495% | |
2/14/2022 | Fort Point Capital Partners LLC | 4,205 | $232K | 0.0% | -11.9% | 0.144% | |
2/10/2022 | Nwam LLC | 34,137 | $1.89M | 0.1% | -2.6% | 1.165% | |
2/10/2022 | Joseph Group Capital Management | 500 | $28K | 0.0% | N/A | 0.017% | |
2/10/2022 | Financial Engines Advisors L.L.C. | 6,489 | $358K | 0.0% | N/A | 0.221% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 37,123 | $2.05M | 0.0% | +7.6% | 1.267% | |
2/8/2022 | Bank of America Corp DE | 66,034 | $3.65M | 0.0% | -8.3% | 2.254% | |
2/4/2022 | Envestnet Asset Management Inc. | 38,297 | $2.12M | 0.0% | +236.5% | 1.307% | |
2/3/2022 | Advisor Group Holdings Inc. | 6,621 | $367K | 0.0% | +10.4% | 0.226% | |
2/3/2022 | Retirement Capital Strategies | 5,473 | $302K | 0.1% | -7.2% | 0.187% | |
1/31/2022 | CWM LLC | 4,004 | $221K | 0.0% | N/A | 0.136% | |
1/31/2022 | Commonwealth Equity Services LLC | 182,744 | $10.09M | 0.0% | -6.8% | 6.195% | |
1/21/2022 | Allworth Financial LP | 932 | $51K | 0.0% | +207.6% | 0.031% | |
1/21/2022 | Founders Capital Management | 12,759 | $705K | 0.5% | -42.3% | 0.430% | |
12/8/2021 | Moors & Cabot Inc. | 300,000 | $318K | 0.0% | N/A | 9.804% | |
11/16/2021 | Cetera Investment Advisers | 15,381 | $842K | 0.0% | -27.8% | 0.501% | |
11/16/2021 | Cetera Advisors LLC | 11,963 | $655K | 0.0% | +2.0% | 0.390% | |
11/16/2021 | Cetera Advisor Networks LLC | 6,285 | $344K | 0.0% | -13.4% | 0.205% | |
11/16/2021 | Toroso Investments LLC | 20,844 | $1.14M | 0.0% | -3.3% | 0.679% | |
11/16/2021 | LPL Financial LLC | 38,436 | $2.11M | 0.0% | -26.4% | 1.252% | |
11/15/2021 | Flow Traders U.S. LLC | 4,000 | $219K | 0.0% | N/A | 0.130% | |
11/15/2021 | HighTower Advisors LLC | 17,696 | $968K | 0.0% | +1.7% | 0.576% | |
11/12/2021 | Fort Point Capital Partners LLC | 4,775 | $261K | 0.0% | N/A | 0.156% | |
11/12/2021 | Laidlaw Wealth Management LLC | 9,139 | $500K | 0.1% | +3.9% | 0.298% | |
11/10/2021 | Valley National Advisers Inc. | 38,168 | $2.09M | 0.4% | +10.0% | 1.243% | |
11/9/2021 | Geneos Wealth Management Inc. | 4,615 | $253K | 0.0% | +7.4% | 0.150% | |
11/5/2021 | Moors & Cabot Inc. | 300,000 | $318K | 0.0% | N/A | 9.772% | |
11/5/2021 | Advisor Group Holdings Inc. | 5,996 | $329K | 0.0% | -54.9% | 0.195% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 34,511 | $1.89M | 0.0% | -24.1% | 1.124% | |
10/29/2021 | Commonwealth Equity Services LLC | 196,036 | $10.73M | 0.0% | +2.3% | 6.324% | |
10/28/2021 | Retirement Capital Strategies | 5,895 | $323K | 0.1% | -25.6% | 0.190% | |
10/27/2021 | Stephens Inc. AR | 11,297 | $619K | 0.0% | +5.0% | 0.364% | |
10/25/2021 | Traynor Capital Management Inc. | 3,750 | $205K | 0.0% | N/A | 0.121% | |
10/12/2021 | Founders Capital Management | 22,126 | $1.21M | 0.8% | +5.2% | 0.691% | |
9/23/2021 | Systelligence LLC | 43,500 | $2.70M | 0.7% | +127.0% | 1.239% | |
8/16/2021 | Bank of America Corp DE | 57,641 | $3.58M | 0.0% | +39.7% | 1.638% | |
8/16/2021 | Goldman Sachs Group Inc. | 231,235 | $14.36M | 0.0% | +3,585.6% | 6.569% | |
8/16/2021 | MML Investors Services LLC | 3,640 | $226K | 0.0% | N/A | 0.103% | |
8/13/2021 | Toroso Investments LLC | 21,547 | $1.34M | 0.1% | N/A | 0.612% | |
8/13/2021 | LPL Financial LLC | 52,252 | $3.24M | 0.0% | -4.6% | 1.484% | |
8/13/2021 | Stifel Financial Corp | 4,661 | $289K | 0.0% | +17.1% | 0.132% | |
8/12/2021 | Advisory Services Network LLC | 1,784 | $111K | 0.0% | N/A | 0.051% | |
8/12/2021 | Stephens Inc. AR | 10,764 | $668K | 0.0% | +43.3% | 0.306% | |
8/12/2021 | Bank of Montreal Can | 1,123 | $70K | 0.0% | +80.3% | 0.032% | |
8/11/2021 | Commonwealth Equity Services LLC | 191,617 | $11.90M | 0.0% | -1.5% | 5.444% | |
8/6/2021 | HighTower Advisors LLC | 17,395 | $1.08M | 0.0% | +35.5% | 0.494% | |
8/6/2021 | PNC Financial Services Group Inc. | 1,658 | $103K | 0.0% | +84.2% | 0.047% | |
8/4/2021 | Envestnet Asset Management Inc. | 6,875 | $427K | 0.0% | -40.7% | 0.195% | |
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8/4/2021 | Nwam LLC | 35,213 | $2.19M | 0.2% | -3.3% | 1.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 13,285 | $824K | 0.0% | -11.9% | 0.377% | |
8/2/2021 | San Francisco Sentry Investment Group CA | 4,235 | $263K | 0.1% | +19.6% | 0.120% | |
8/2/2021 | Valley National Advisers Inc. | 34,699 | $2.15M | 0.4% | +12.6% | 0.986% | |
8/2/2021 | Optimum Investment Advisors | 3,093 | $192K | 0.1% | +6.7% | 0.088% | |
7/24/2021 | Founders Capital Management | 21,040 | $1.31M | 0.9% | +4.2% | 0.557% | |
6/17/2021 | Geneos Wealth Management Inc. | 3,113 | $188K | 0.0% | +7.9% | 0.078% | |
6/9/2021 | Founders Capital Management | 20,200 | $1.23M | 0.9% | N/A | 0.505% | |
5/18/2021 | Citadel Advisors LLC | 5,795 | $354K | 0.0% | N/A | 0.145% | |
5/17/2021 | Goldman Sachs Group Inc. | 6,274 | $383K | 0.0% | N/A | 0.157% | |