4/18/2024 | Kowal Investment Group LLC | 5,955 | $236K | 0.1% | -7.6% | 0.147% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 139,296 | $5.52M | 0.2% | -0.9% | 3.880% | |
4/10/2024 | Lantz Financial LLC | 54,074 | $2.14M | 0.7% | +6.5% | 1.506% | |
3/1/2024 | Goldman Sachs Group Inc. | 14,853 | $543K | 0.0% | N/A | 0.414% | |
2/16/2024 | Harbour Investments Inc. | 10,347 | $378K | 0.0% | -7.5% | 0.288% | |
2/14/2024 | Royal Bank of Canada | 22,284 | $814K | 0.0% | +15.6% | 0.621% | |
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2/14/2024 | Kestra Advisory Services LLC | 5,487 | $200K | 0.0% | N/A | 0.153% | |
2/13/2024 | Envestnet Asset Management Inc. | 29,112 | $1.06M | 0.0% | +269.3% | 0.811% | |
2/13/2024 | Cetera Advisor Networks LLC | 77,025 | $2.81M | 0.0% | +27.6% | 2.146% | |
2/13/2024 | Goldman Sachs Group Inc. | 14,853 | $543K | 0.0% | N/A | 0.414% | |
2/12/2024 | Stifel Financial Corp | 39,422 | $1.44M | 0.0% | -8.1% | 1.098% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 21,038 | $769K | 0.0% | -1.4% | 0.586% | |
2/9/2024 | D.A. Davidson & CO. | 10,062 | $368K | 0.0% | +9.1% | 0.280% | |
2/8/2024 | Janney Montgomery Scott LLC | 6,651 | $243K | 0.0% | N/A | 0.185% | |
2/1/2024 | Trust Co of Kansas | 5,713 | $209K | 0.1% | N/A | 0.159% | |
2/1/2024 | CWM LLC | 2,850 | $104K | 0.0% | -36.3% | 0.079% | |
1/26/2024 | Financial Connections Group Inc. | 7,752 | $283K | 0.2% | -37.1% | 0.216% | |
1/24/2024 | CENTRAL TRUST Co | 42,915 | $1.57M | 0.0% | -8.8% | 1.195% | |
1/22/2024 | Kowal Investment Group LLC | 6,444 | $235K | 0.1% | -7.0% | 0.179% | |
1/12/2024 | Lantz Financial LLC | 50,775 | $1.86M | 0.7% | +4.1% | 1.414% | |
1/11/2024 | Bond & Devick Financial Network Inc. | 6,472 | $236K | 0.1% | N/A | 0.180% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 140,493 | $5.15M | 0.2% | -6.1% | 3.913% | |
11/16/2023 | Harbour Investments Inc. | 11,189 | $372K | 0.0% | -24.1% | 0.312% | |
11/15/2023 | Royal Bank of Canada | 19,283 | $641K | 0.0% | -43.3% | 0.537% | |
11/13/2023 | Stifel Financial Corp | 42,890 | $1.43M | 0.0% | +20.3% | 1.195% | |
11/13/2023 | Envestnet Asset Management Inc. | 7,882 | $262K | 0.0% | N/A | 0.220% | |
11/6/2023 | Financial Connections Group Inc. | 12,317 | $409K | 0.5% | -54.5% | 0.343% | |
10/26/2023 | CENTRAL TRUST Co | 47,039 | $1.57M | 0.0% | +2.6% | 1.310% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,332 | $710K | 0.0% | +3.4% | 0.594% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,373 | $478K | 0.0% | -4.3% | 0.400% | |
10/20/2023 | Lantz Financial LLC | 48,773 | $1.62M | 0.6% | +13.7% | 1.359% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 149,609 | $4.98M | 0.2% | -0.8% | 4.167% | |
8/15/2023 | Harbour Investments Inc. | 14,748 | $508K | 0.0% | -9.1% | 0.411% | |
8/15/2023 | Royal Bank of Canada | 34,023 | $1.17M | 0.0% | +52.8% | 0.948% | |
8/15/2023 | Stifel Financial Corp | 35,652 | $1.23M | 0.0% | -12.9% | 0.993% | |
8/10/2023 | Commonwealth Equity Services LLC | 15,019 | $518K | 0.0% | -8.5% | 0.418% | |
8/10/2023 | Cetera Advisor Networks LLC | 55,804 | $1.92M | 0.0% | +21.2% | 1.554% | |
8/10/2023 | Cetera Investment Advisers | 7,690 | $265K | 0.0% | -6.4% | 0.214% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 150,815 | $5.20M | 0.3% | -21.5% | 4.201% | |
7/18/2023 | Kowal Investment Group LLC | 6,974 | $240K | 0.1% | -38.6% | 0.228% | |
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7/14/2023 | Financial Connections Group Inc. | 27,060 | $932K | 0.6% | -26.6% | 0.884% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 20,622 | $711K | 0.0% | -4.3% | 0.674% | |
7/12/2023 | Lantz Financial LLC | 42,890 | $1.48M | 0.6% | +10.1% | 1.402% | |
5/16/2023 | Harbour Investments Inc. | 16,225 | $544K | 0.0% | +7.6% | 0.523% | |
5/15/2023 | Cetera Investment Advisers | 8,214 | $275K | 0.0% | +34.3% | 0.265% | |
5/12/2023 | Stifel Financial Corp | 40,931 | $1.37M | 0.0% | N/A | 1.320% | |
5/12/2023 | UBS Group AG | 5,895 | $198K | 0.0% | N/A | 0.190% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 21,552 | $722K | 0.0% | -4.8% | 0.695% | |
5/11/2023 | Commonwealth Equity Services LLC | 16,412 | $549K | 0.0% | -8.8% | 0.529% | |
5/5/2023 | Financial Connections Group Inc. | 36,886 | $1.24M | 0.9% | -6.8% | 1.190% | |
4/25/2023 | D.A. Davidson & CO. | 8,735 | $293K | 0.0% | N/A | 0.282% | |
4/24/2023 | Ahrens Investment Partners LLC | 4,300 | $144K | 0.1% | -52.7% | 0.139% | |
4/21/2023 | Kowal Investment Group LLC | 11,361 | $381K | 0.1% | -25.4% | 0.366% | |
4/19/2023 | CENTRAL TRUST Co | 45,886 | $1.54M | 0.0% | +29.6% | 1.480% | |
4/10/2023 | Lantz Financial LLC | 38,973 | $1.31M | 0.5% | +18.0% | 1.286% | |
2/16/2023 | Harbour Investments Inc. | 15,074 | $514K | 0.0% | +17.6% | 0.499% | |
2/15/2023 | Financial Connections Group Inc. | 39,558 | $1.35M | 1.1% | -90.4% | 1.310% | |
2/15/2023 | Financial Partners Group Inc | 12,339 | $444K | 0.1% | +3.4% | 0.409% | |
2/14/2023 | Cetera Advisor Networks LLC | 44,228 | $1.51M | 0.0% | +35.6% | 1.465% | |
2/14/2023 | Cetera Investment Advisers | 6,114 | $208K | 0.0% | N/A | 0.202% | |
2/10/2023 | Advisor Group Holdings Inc. | 1,175 | $40K | 0.0% | N/A | 0.039% | |
2/9/2023 | Ahrens Investment Partners LLC | 9,100 | $310K | 0.1% | -44.5% | 0.301% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 22,647 | $772K | 0.0% | -1.5% | 0.750% | |
2/7/2023 | Commonwealth Equity Services LLC | 17,986 | $612K | 0.0% | -32.4% | 0.596% | |
1/26/2023 | CENTRAL TRUST Co | 35,410 | $1.21M | 0.0% | +47.6% | 1.173% | |
1/25/2023 | Kowal Investment Group LLC | 15,236 | $519K | 0.2% | -40.9% | 0.505% | |
1/23/2023 | Lantz Financial LLC | 33,030 | $1.13M | 0.5% | +20.4% | 1.094% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 197,222 | $6.72M | 0.5% | -3.8% | 6.731% | |
11/17/2022 | CENTRAL TRUST Co | 23,994 | $734K | 0.0% | +55.3% | 0.811% | |
11/15/2022 | Stonebridge Capital Advisors LLC | 1,125 | $34K | 0.0% | N/A | 0.037% | |
11/15/2022 | Commonwealth Equity Services LLC | 26,609 | $813K | 0.0% | -14.9% | 0.899% | |
11/14/2022 | Royal Bank of Canada | 17,411 | $532K | 0.0% | +21.2% | 0.588% | |
11/8/2022 | Ahrens Investment Partners LLC | 16,400 | $502K | 0.3% | -47.3% | 0.554% | |
11/1/2022 | Kestra Advisory Services LLC | 7,462 | $228K | 0.0% | N/A | 0.252% | |
11/1/2022 | Financial Connections Group Inc. | 414,136 | $12.66M | 10.7% | +11.6% | 13.991% | |
10/27/2022 | CWM LLC | 4,536 | $139K | 0.0% | -34.5% | 0.153% | |
10/20/2022 | Dynamic Advisor Solutions LLC | 205,105 | $6.27M | 0.5% | +14.7% | 6.929% | |
10/17/2022 | Lantz Financial LLC | 27,439 | $839K | 0.4% | +8.0% | 0.927% | |
10/4/2022 | AdvisorNet Financial Inc | 1,325 | $41K | 0.0% | N/A | 0.050% | |
8/15/2022 | Citadel Advisors LLC | 9,011 | $296K | 0.0% | N/A | 0.337% | |
8/11/2022 | Cetera Investment Advisers | 16,675 | $549K | 0.0% | +5.1% | 0.625% | |
8/11/2022 | Cetera Advisor Networks LLC | 30,422 | $1M | 0.0% | +85.7% | 1.139% | |
8/2/2022 | Ahrens Investment Partners LLC | 31,100 | $1.02M | 0.5% | -41.2% | 1.165% | |
7/29/2022 | Lantz Financial LLC | 25,415 | $836K | 0.4% | N/A | 0.952% | |
7/28/2022 | CWM LLC | 6,929 | $228K | 0.0% | -18.7% | 0.260% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 178,872 | $5.89M | 0.5% | +12.2% | 6.699% | |
7/22/2022 | Financial Connections Group Inc. | 371,205 | $12.21M | 10.8% | +207,277.1% | 13.955% | |
7/19/2022 | Commonwealth Equity Services LLC | 31,267 | $1.03M | 0.0% | -22.2% | 1.184% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 23,210 | $764K | 0.0% | +9.6% | 0.886% | |
5/17/2022 | Royal Bank of Canada | 13,690 | $506K | 0.0% | +65.0% | 0.553% | |
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5/13/2022 | Cetera Investment Advisers | 15,871 | $587K | 0.0% | +99.3% | 0.641% | |
5/12/2022 | Cetera Advisor Networks LLC | 16,385 | $606K | 0.0% | N/A | 0.662% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 21,178 | $783K | 0.0% | +44.5% | 0.856% | |
5/4/2022 | Commonwealth Equity Services LLC | 40,207 | $1.49M | 0.0% | +110.6% | 1.655% | |
5/3/2022 | CENTRAL TRUST Co | 11,967 | $442K | 0.0% | -12.8% | 0.492% | |
4/29/2022 | Financial Partners Group Inc | 11,880 | $439K | 0.1% | N/A | 0.489% | |
4/28/2022 | Ahrens Investment Partners LLC | 52,855 | $1.95M | 0.6% | +4,705.0% | 2.175% | |
4/21/2022 | CWM LLC | 8,523 | $315K | 0.0% | -27.9% | 0.356% | |
4/15/2022 | Kowal Investment Group LLC | 14,883 | $550K | 0.2% | N/A | 0.628% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 159,487 | $5.90M | 0.4% | N/A | 6.744% | |