2/26/2021 | FOCUS Wealth Advisors LLC | 21,121 | $3.26M | 2.5% | N/A | 0.673% | |
2/19/2021 | JPMorgan Chase & Co. | 15,022 | $2.32M | 0.0% | +2.0% | 0.481% | |
2/18/2021 | Truist Financial Corp | 10,400 | $1.60M | 0.0% | +95.7% | 0.333% | |
2/17/2021 | IHT Wealth Management LLC | 34,115 | $1.19M | 0.1% | +1,613.5% | 1.093% | |
2/16/2021 | Morgan Stanley | 158,816 | $24.47M | 0.0% | -4.1% | 5.090% | |
2/12/2021 | Stifel Financial Corp | 11,205 | $1.73M | 0.0% | +2.5% | 0.359% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 198,057 | $30.52M | 0.1% | +4.1% | 6.389% | |
2/12/2021 | LPL Financial LLC | 133,773 | $20.61M | 0.0% | +15.1% | 4.315% | |
2/11/2021 | Citigroup Inc. | 3,294 | $0.51M | 0.0% | +3.1% | 0.139% | |
2/10/2021 | Level Four Advisory Services LLC | 25,371 | $3.91M | 0.3% | -0.4% | 1.071% | |
|
2/10/2021 | HighTower Advisors LLC | 36,708 | $5.66M | 0.0% | -7.7% | 1.549% | |
2/9/2021 | Beaumont Capital Management LLC | 1,426 | $0.22M | 0.2% | N/A | 0.060% | |
2/9/2021 | Wells Fargo & Company MN | 16,288 | $2.51M | 0.0% | +13.9% | 0.687% | |
2/9/2021 | Advisory Services Network LLC | 3,559 | $0.55M | 0.0% | +2.8% | 0.150% | |
2/8/2021 | Beaumont Financial Partners LLC | 4,468 | $0.69M | 0.1% | N/A | 0.189% | |
2/6/2021 | Claudia M.P. Batlle CRP R LLC | 5,967 | $0.92M | 0.6% | +492.6% | 0.253% | |
2/5/2021 | Hudock Inc. | 323 | $49K | 0.0% | N/A | 0.014% | |
2/5/2021 | NEXT Financial Group Inc | 874 | $0.14M | 0.0% | +15.8% | 0.037% | |
2/5/2021 | RWM Asset Management LLC | 2,780 | $0.43M | 0.1% | N/A | 0.118% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 4,756 | $0.73M | 0.0% | +14.2% | 0.202% | |
2/3/2021 | Winslow Evans & Crocker Inc. | 545 | $84K | 0.0% | +70.3% | 0.023% | |
2/3/2021 | Kaizen Financial Strategies | 6,439 | $0.99M | 1.1% | N/A | 0.274% | |
2/2/2021 | Well Done LLC | 6,954 | $1.07M | 0.3% | +1.2% | 0.296% | |
2/1/2021 | San Francisco Sentry Investment Group CA | 8,608 | $1.33M | 0.6% | +4.2% | 0.366% | |
1/30/2021 | Great Valley Advisor Group Inc. | 2,826 | $0.44M | 0.0% | +3.5% | 0.120% | |
1/29/2021 | Orca Investment Management LLC | 11,207 | $1.73M | 1.8% | N/A | 0.477% | |
1/28/2021 | Perigon Wealth Management LLC | 269 | $41K | 0.0% | N/A | 0.011% | |
1/21/2021 | Allred Capital Management LLC | 2,586 | $0.40M | 0.2% | -2.4% | 0.111% | |
1/13/2021 | McGuire Investment Group LLC | 50,225 | $7.74M | 1.9% | +0.9% | 2.174% | |
11/20/2020 | Claudia M.P. Batlle CRP R LLC | 1,007 | $0.12M | 0.1% | N/A | 0.043% | |
11/19/2020 | IHT Wealth Management LLC | 1,991 | $0.24M | 0.0% | N/A | 0.084% | |
11/13/2020 | Morgan Stanley | 165,660 | $19.77M | 0.0% | -2.4% | 7.496% | |
11/13/2020 | Truist Financial Corp | 5,313 | $0.63M | 0.0% | -7.2% | 0.240% | |
11/12/2020 | JPMorgan Chase & Co. | 14,730 | $1.76M | 0.0% | +5.3% | 0.667% | |
11/9/2020 | Canton Hathaway LLC | 931 | $0.11M | 0.0% | -32.2% | 0.043% | |
11/9/2020 | Fifth Third Bancorp | 370 | $44K | 0.0% | N/A | 0.017% | |
11/9/2020 | LPL Financial LLC | 116,254 | $13.87M | 0.0% | +67.9% | 5.308% | |
11/6/2020 | Blair William & Co. IL | 7,978 | $0.95M | 0.0% | +4.5% | 0.364% | |
11/5/2020 | First Trust Advisors LP | 13,004 | $1.55M | 0.0% | -9.8% | 0.594% | |
11/5/2020 | Wells Fargo & Company MN | 14,294 | $1.71M | 0.0% | -9.1% | 0.653% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 190,190 | $22.69M | 0.1% | +1.7% | 8.684% | |
11/4/2020 | Raymond James & Associates | 45,053 | $5.38M | 0.0% | +5.1% | 2.057% | |
11/2/2020 | Level Four Advisory Services LLC | 25,465 | $3.04M | 0.2% | +4.4% | 1.163% | |
11/2/2020 | Private Advisor Group LLC | 2,240 | $0.27M | 0.0% | +14.2% | 0.102% | |
10/29/2020 | IFP Advisors Inc | 2,724 | $0.32M | 0.0% | +118.8% | 0.124% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 4,165 | $0.50M | 0.0% | -19.3% | 0.192% | |
10/27/2020 | Western Wealth Management LLC | 2,000 | $0.24M | 0.0% | -4.5% | 0.092% | |
10/22/2020 | NEXT Financial Group Inc | 755 | $90K | 0.0% | N/A | 0.034% | |
10/21/2020 | Great Valley Advisor Group Inc. | 2,731 | $0.33M | 0.0% | -8.9% | 0.125% | |
10/19/2020 | Well Done LLC | 6,870 | $0.82M | 0.2% | -1.6% | 0.314% | |
10/19/2020 | McGuire Investment Group LLC | 49,758 | $5.94M | 1.8% | +2.5% | 2.272% | |
10/14/2020 | Allred Capital Management LLC | 2,650 | $0.32M | 0.2% | +36.6% | 0.121% | |
10/14/2020 | San Francisco Sentry Investment Group CA | 8,263 | $0.99M | 0.5% | +6.2% | 0.377% | |
10/9/2020 | Envestnet Asset Management Inc. | 10,209 | $1.22M | 0.0% | +170.4% | 0.462% | |
10/6/2020 | Carroll Financial Associates Inc. | 5,715 | $0.68M | 0.1% | N/A | 0.257% | |
8/26/2020 | AdvisorNet Financial Inc | 8,212 | $0.92M | 0.1% | -1.3% | 0.365% | |
8/17/2020 | Jane Street Group LLC | 5,951 | $0.66M | 0.0% | N/A | 0.267% | |
8/17/2020 | Level Four Advisory Services LLC | 24,390 | $2.71M | 0.2% | +3.1% | 1.094% | |
8/17/2020 | Fulcrum Equity Management | 2,129 | $0.24M | 0.1% | N/A | 0.095% | |
8/17/2020 | Private Advisor Group LLC | 1,962 | $0.22M | 0.0% | N/A | 0.088% | |
8/14/2020 | Sunbelt Securities Inc. | 2,001 | $0.22M | 0.1% | N/A | 0.090% | |
8/14/2020 | Bank of America Corp DE | 67,352 | $7.51M | 0.0% | +27.8% | 3.020% | |
8/14/2020 | Stifel Financial Corp | 9,046 | $1.01M | 0.0% | +24.0% | 0.406% | |
8/14/2020 | Advisor Group Holdings Inc. | 7,578 | $0.84M | 0.0% | +6.5% | 0.340% | |
8/12/2020 | Blair William & Co. IL | 7,633 | $0.85M | 0.0% | +127.0% | 0.345% | |
8/12/2020 | Sandy Spring Bank | 1,203 | $0.13M | 0.0% | -11.4% | 0.054% | |
8/12/2020 | Commonwealth Equity Services LLC | 2,952 | $0.33M | 0.0% | -87.9% | 0.134% | |
8/10/2020 | Advisory Services Network LLC | 3,095 | $0.35M | 0.0% | +222.1% | 0.140% | |
8/10/2020 | HighTower Advisors LLC | 42,886 | $4.79M | 0.0% | +1.8% | 1.941% | |
8/7/2020 | PNC Financial Services Group Inc. | 1,293 | $0.14M | 0.0% | -32.9% | 0.057% | |
8/6/2020 | Retirement Income Solutions Inc | 2,128 | $0.24M | 0.1% | N/A | 0.097% | |
8/5/2020 | IFP Advisors Inc | 1,245 | $0.14M | 0.0% | N/A | 0.057% | |
8/4/2020 | Niemann Capital Management Inc. | 2,110 | $0.24M | 0.3% | N/A | 0.096% | |
7/31/2020 | Great Valley Advisor Group Inc. | 2,997 | $0.33M | 0.1% | N/A | 0.137% | |
7/31/2020 | UBS Group AG | 34,742 | $3.87M | 0.0% | +3.7% | 1.586% | |
7/28/2020 | Atlas Capital Advisors LLC | 500 | $56K | 0.0% | N/A | 0.024% | |
7/28/2020 | Raymond James & Associates | 42,859 | $4.78M | 0.0% | -10.5% | 2.031% | |
7/27/2020 | Cambridge Investment Research Advisors Inc. | 5,163 | $0.58M | 0.0% | +21.2% | 0.245% | |
7/24/2020 | Focused Wealth Management Inc | 618 | $69K | 0.0% | -42.1% | 0.029% | |
7/22/2020 | Peterson Wealth Management | 2,592 | $0.29M | 0.3% | N/A | 0.123% | |
7/22/2020 | First Trust Advisors LP | 14,415 | $1.61M | 0.0% | +97.4% | 0.664% | |
7/20/2020 | Western Wealth Management LLC | 2,094 | $0.23M | 0.0% | N/A | 0.096% | |
7/20/2020 | Well Done LLC | 6,979 | $0.78M | 0.2% | -2.5% | 0.320% | |
7/17/2020 | San Francisco Sentry Investment Group CA | 7,783 | $0.87M | 0.5% | +4.5% | 0.357% | |
7/17/2020 | Raymond James Financial Services Advisors Inc. | 186,959 | $20.85M | 0.1% | +0.3% | 8.576% | |
7/14/2020 | McGuire Investment Group LLC | 48,568 | $5.42M | 1.9% | +0.7% | 2.228% | |
7/8/2020 | Envestnet Asset Management Inc. | 3,775 | $0.42M | 0.0% | N/A | 0.174% | |
6/16/2020 | Royal Bank of Canada | 17,427 | $1.43M | 0.0% | -8.1% | 0.811% | |
5/21/2020 | HighTower Advisors LLC | 42,138 | $3.45M | 0.0% | +1.4% | 2.007% | |
5/18/2020 | Advisor Group Holdings Inc. | 7,118 | $0.58M | 0.0% | N/A | 0.336% | |
5/15/2020 | Ameritas Investment Company LLC | 301 | $25K | 0.0% | N/A | 0.014% | |
5/15/2020 | Tower Research Capital LLC TRC | 12,386 | $1.02M | 0.1% | +822.3% | 0.587% | |
5/15/2020 | Morgan Stanley | 201,346 | $16.53M | 0.0% | +22.1% | 9.588% | |
5/14/2020 | Wells Fargo & Company MN | 10,495 | $0.86M | 0.0% | +177.1% | 0.497% | |
5/13/2020 | Level Four Advisory Services LLC | 23,661 | $1.94M | 0.2% | N/A | 1.121% | |
5/13/2020 | Caz Investments LP | 5,127 | $0.42M | 1.1% | N/A | 0.243% | |
5/12/2020 | Citigroup Inc. | 1,894 | $0.16M | 0.0% | +723.5% | 0.091% | |
5/12/2020 | JPMorgan Chase & Co. | 13,828 | $1.14M | 0.0% | +3.0% | 0.662% | |
5/11/2020 | Commonwealth Equity Services LLC | 24,451 | $2.01M | 0.0% | +0.8% | 1.170% | |
5/8/2020 | PNC Financial Services Group Inc. | 1,927 | $0.16M | 0.0% | -18.1% | 0.092% | |