7/30/2025 | LifeWealth Investments LLC | 12,953 | $347K | 0.1% | +47.4% | 1.993% | |
7/24/2025 | IFP Advisors Inc | 15,198 | $407K | 0.0% | -5.3% | 2.338% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,679 | $72K | 0.0% | N/A | 0.412% | |
5/7/2025 | LPL Financial LLC | 62,185 | $1.58M | 0.0% | N/A | 6.219% | |
5/7/2025 | First Heartland Consultants Inc. | 14,110 | $358K | 0.0% | -7.1% | 1.411% | |
4/24/2025 | Sunbelt Securities Inc. | 28,346 | $719K | 0.1% | +1.5% | 2.835% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 120,656 | $3.06M | 0.0% | -3.9% | 12.066% | |
4/21/2025 | LifeWealth Investments LLC | 8,786 | $223K | 0.1% | N/A | 0.879% | |
4/18/2025 | Optivise Advisory Services LLC | 10,334 | $262K | 0.1% | +21.3% | 1.033% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,433 | $37K | 0.0% | N/A | 0.052% | |
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2/18/2025 | Sunbelt Securities Inc. | 27,934 | $715K | 0.1% | -3.5% | 0.947% | |
2/18/2025 | First Heartland Consultants Inc. | 15,184 | $388K | 0.0% | -47.9% | 0.515% | |
2/14/2025 | Optivise Advisory Services LLC | 8,522 | $218K | 0.1% | -39.5% | 0.289% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 14,822 | $379K | 0.0% | -4.0% | 0.502% | |
2/10/2025 | EverSource Wealth Advisors LLC | 7,576 | $194K | 0.0% | -14.8% | 0.257% | |
2/4/2025 | IFP Advisors Inc | 16,224 | $415K | 0.0% | +43.1% | 0.550% | |
11/14/2024 | Flow Traders U.S. LLC | 10,073 | $264K | 0.0% | N/A | 0.341% | |
11/5/2024 | First Heartland Consultants Inc. | 29,161 | $765K | 0.1% | -24.3% | 0.989% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 15,432 | $405K | 0.0% | +1,527.8% | 0.523% | |
8/16/2024 | Sunbelt Securities Inc. | 28,613 | $692K | 0.1% | +14.6% | 0.970% | |
8/14/2024 | EverSource Wealth Advisors LLC | 14,968 | $377K | 0.0% | -14.8% | 0.507% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 128,246 | $3.10M | 0.0% | -1.4% | 4.347% | |
7/25/2024 | First Heartland Consultants Inc. | 38,506 | $931K | 0.1% | -54.2% | 1.305% | |
6/11/2024 | EverSource Wealth Advisors LLC | 17,570 | $417K | 0.0% | -38.8% | 0.596% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 130,051 | $3.27M | 0.0% | -4.3% | 4.409% | |
4/15/2024 | Sunbelt Securities Inc. | 24,965 | $627K | 0.1% | +8.6% | 0.846% | |
2/9/2024 | EverSource Wealth Advisors LLC | 28,691 | $654K | 0.1% | -28.1% | 1.083% | |
2/8/2024 | First Heartland Consultants Inc. | 130,465 | $2.97M | 0.4% | -13.8% | 4.923% | |
2/2/2024 | Sound Financial Strategies Group LLC | 1,320 | $30K | 0.0% | +173.9% | 0.050% | |
11/9/2023 | First Heartland Consultants Inc. | 151,411 | $3.33M | 0.4% | -6.0% | 5.714% | |
11/4/2023 | EverSource Wealth Advisors LLC | 39,926 | $878K | 0.1% | -23.5% | 1.507% | |
8/10/2023 | Cetera Investment Advisers | 15,358 | $353K | 0.0% | +13.2% | 0.580% | |
8/4/2023 | EverSource Wealth Advisors LLC | 52,171 | $1.20M | 0.1% | -23.4% | 1.969% | |
7/26/2023 | First Heartland Consultants Inc. | 160,998 | $3.70M | 0.5% | -2.4% | 5.963% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 135,839 | $3.12M | 0.0% | +4.6% | 5.031% | |
5/22/2023 | Arete Wealth Advisors LLC | 31,208 | $723K | 0.0% | N/A | 1.156% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 129,813 | $3.01M | 0.0% | +0.7% | 4.808% | |
5/11/2023 | EverSource Wealth Advisors LLC | 68,087 | $1.58M | 0.2% | +23.7% | 2.522% | |
5/1/2023 | Arete Wealth Advisors LLC | 31,208 | $723.11B | 0.1% | N/A | 1.156% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,281 | $53K | 0.0% | N/A | 0.084% | |
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4/17/2023 | First Heartland Consultants Inc. | 164,998 | $3.82M | 0.6% | +4.0% | 6.111% | |
2/9/2023 | EverSource Wealth Advisors LLC | 55,064 | $1.31M | 0.2% | +12.0% | 2.039% | |
2/8/2023 | Sunbelt Securities Inc. | 15,826 | $376K | 0.1% | +4.1% | 0.586% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 128,894 | $3.06M | 0.0% | +4.0% | 4.774% | |
2/7/2023 | Commonwealth Equity Services LLC | 9,354 | $222K | 0.0% | N/A | 0.346% | |
2/6/2023 | Arete Wealth Advisors LLC | 31,201 | $740.84B | 0.1% | N/A | 1.156% | |
1/13/2023 | First Heartland Consultants Inc. | 158,641 | $3.77M | 0.6% | +23.8% | 5.666% | |
11/7/2022 | EverSource Wealth Advisors LLC | 49,174 | $1.15M | 0.3% | +61.9% | 1.667% | |
10/20/2022 | First Heartland Consultants Inc. | 128,093 | $2.99M | 0.3% | +31.7% | 4.270% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 123,906 | $2.89M | 0.0% | +26.2% | 4.130% | |
8/11/2022 | Cetera Investment Advisers | 11,748 | $276K | 0.0% | N/A | 0.405% | |
8/11/2022 | Cetera Advisor Networks LLC | 14,381 | $338K | 0.0% | +43.6% | 0.496% | |
8/1/2022 | EverSource Wealth Advisors LLC | 30,379 | $713K | 0.2% | +97.2% | 1.048% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 98,196 | $2.31M | 0.0% | +44.4% | 3.386% | |
7/12/2022 | First Heartland Consultants Inc. | 97,245 | $2.29M | 0.4% | +19.7% | 3.353% | |
5/25/2022 | EverSource Wealth Advisors LLC | 15,407 | $394K | 0.1% | +590.9% | 0.550% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 68,000 | $1.74M | 0.0% | +522.5% | 2.429% | |
5/5/2022 | Sound Financial Strategies Group LLC | 1,010 | $26K | 0.0% | -91.0% | 0.036% | |
4/21/2022 | First Heartland Consultants Inc. | 81,245 | $2.08M | 0.3% | +283.2% | 2.954% | |
4/20/2022 | Sigma Planning Corp | 31,054 | $795K | 0.0% | -3.4% | 1.129% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 10,924 | $297K | 0.0% | +10.3% | 0.412% | |
2/3/2022 | Sound Financial Strategies Group LLC | 11,248 | $306K | 0.2% | N/A | 0.424% | |
2/2/2022 | Sigma Planning Corp | 32,152 | $875K | 0.0% | N/A | 1.213% | |
1/26/2022 | Creative Financial Designs Inc. ADV | 2,350 | $64K | 0.0% | N/A | 0.090% | |
11/16/2021 | Cetera Advisor Networks LLC | 10,018 | $245K | 0.0% | N/A | 0.401% | |