10/30/2024 | Clarity Financial LLC | 45,508 | $0.55M | 0.1% | -2.6% | 0.000% | |
10/29/2024 | First National Bank Sioux Falls | 40,000 | $0.48M | 0.2% | -55.6% | 0.000% | |
10/25/2024 | Pinnacle Associates Ltd. | 14,211 | $0.17M | 0.0% | +7.6% | 0.000% | |
10/24/2024 | Ellis Investment Partners LLC | 73,588 | $0.89M | 0.2% | +3.5% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 14,847 | $0.18M | 0.0% | -86.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 231,024 | $27.82M | 0.0% | +1,104.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 237,370 | $2.86M | 0.0% | +23.0% | 0.000% | |
10/18/2024 | Raymond James & Associates | 332,488 | $4M | 0.0% | -11.1% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 123,841 | $1.49M | 0.0% | -2.9% | 0.000% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 7,200 | $87K | 0.0% | N/A | 0.000% | |
10/15/2024 | Shulman DeMeo Asset Management LLC | 26,921 | $0.32M | 0.1% | -3.8% | 0.000% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,000 | $48K | 0.0% | N/A | 0.000% | |
10/11/2024 | Selway Asset Management | 104,315 | $1.26M | 0.5% | -4.0% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 10,000 | $0.12M | 0.0% | N/A | 0.000% | |
10/9/2024 | Patten Group Inc. | 56,959 | $0.69M | 0.2% | +71.7% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 111,200 | $1.18M | 1.4% | -32.1% | 0.000% | |
8/14/2024 | Fairscale Capital LLC | 3,226 | $35K | 0.0% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 80,527 | $0.86M | 0.0% | -23.0% | 0.000% | |
8/12/2024 | ProVise Management Group LLC | 120,542 | $1.28M | 0.1% | -2.3% | 0.000% | |
8/6/2024 | Ellis Investment Partners LLC | 71,097 | $0.76M | 0.2% | +4.0% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 193,004 | $2.06M | 0.0% | +6.7% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 34,704 | $0.37M | 0.1% | +2.9% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 111,019 | $1.18M | 0.3% | +11.3% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 18,300 | $0.20M | 0.2% | -25.1% | 0.000% | |
7/31/2024 | First National Bank Sioux Falls | 90,000 | $0.96M | 0.5% | -18.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 123,571 | $1.32M | 0.0% | +6.7% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 19,188 | $0.20M | 0.0% | +9.3% | 0.000% | |
7/26/2024 | Patten Group Inc. | 33,170 | $0.35M | 0.1% | +18.9% | 0.000% | |
7/25/2024 | Atlantic Union Bankshares Corp | 23,256 | $0.25M | 0.0% | +10.0% | 0.000% | |
7/24/2024 | Family Firm Inc. | 227,525 | $2.42M | 0.3% | +0.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 373,991 | $3.98M | 0.0% | -71.7% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 271,288 | $2.89M | 0.1% | +4.7% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 127,547 | $1.36M | 0.0% | -1.3% | 0.000% | |
5/29/2024 | Clean Yield Group | 2,500 | $27K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 136,470 | $1.36M | 0.0% | +77.8% | 0.000% | |
5/14/2024 | CreativeOne Wealth LLC | 17,324 | $0.19M | 0.0% | +6.2% | 0.000% | |
5/9/2024 | Camelot Portfolios LLC | 15,814 | $0.17M | 0.2% | -51.7% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 24,424 | $0.26M | 0.2% | -12.6% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 18,045 | $0.20M | 0.1% | -14.4% | 0.000% | |
5/2/2024 | Family Firm Inc. | 226,184 | $2.44M | 0.6% | +0.9% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 180,945 | $1.95M | 0.0% | +7.8% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 99,745 | $1.08M | 0.3% | -10.7% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 115,835 | $1.25M | 0.0% | +4.2% | 0.000% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 78,265 | $0.85M | 0.2% | -1.5% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 12,232 | $0.13M | 0.0% | N/A | 0.000% | |
4/24/2024 | Private Trust Co. NA | 96,372 | $1.04M | 0.1% | +23.6% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,001 | $2.43M | 0.0% | +7.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 99,928 | $1.08M | 0.1% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 1,320,350 | $14.26M | 0.0% | +29.2% | 0.000% | |
4/19/2024 | Accel Wealth Management | 99,208 | $1.07M | 0.5% | +17.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 128,817 | $1.39M | 0.0% | -84.3% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 21,136 | $0.23M | 0.0% | +56.3% | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 259,076 | $2.80M | 0.1% | +5.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 17,558 | $0.19M | 0.0% | -90.8% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 13,943 | $0.15M | 0.0% | N/A | 0.000% | |
3/25/2024 | Quadrature Capital Ltd | 36,946 | $0.40M | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 76,764 | $0.84M | 0.0% | -43.8% | 0.000% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
2/14/2024 | Valley Financial Group Inc. | 35,431 | $0.39M | 0.3% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 15,000 | $0.16M | 0.0% | -94.8% | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 19,209 | $0.21M | 0.0% | +15.9% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 163,700 | $1.79M | 0.0% | -9.9% | 0.000% | |
2/12/2024 | Legacy Advisors LLC | 10,074 | $0.11M | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 124,342 | $1.36M | 0.1% | -4.4% | 0.000% | |
2/9/2024 | CreativeOne Wealth LLC | 16,309 | $0.18M | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 956,389 | $10.43M | 0.0% | -4.0% | 0.000% | |
2/7/2024 | Selway Asset Management | 115,515 | $1.26M | 0.5% | -3.7% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 167,786 | $1.83M | 0.0% | +0.7% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 54,762 | $0.60M | 0.6% | -29.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 21,076 | $0.23M | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,304 | $0.12M | 0.0% | N/A | 0.000% | |
2/1/2024 | First National Bank Sioux Falls | 110,961 | $1.21M | 0.6% | -17.5% | 0.000% | |
1/31/2024 | First National Bank & Trust Co. of Newtown | 79,435 | $0.87M | 0.2% | -2.2% | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 37,246 | $0.41M | 0.1% | -8.7% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 111,752 | $1.22M | 0.3% | +25.8% | 0.000% | |
1/29/2024 | Ellis Investment Partners LLC | 65,063 | $0.71M | 0.2% | +4.5% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 822,247 | $8.97M | 0.0% | -9.1% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 191,558 | $2.09M | 0.0% | +887.4% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 63,609 | $0.69M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 17,558 | $191.56M | 0.0% | -9.5% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 77,957 | $0.85M | 0.1% | +35.7% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 27,949 | $0.31M | 0.2% | -5.4% | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 32,711 | $0.36M | 0.2% | +27.0% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 91,592 | $1M | 0.9% | +8.1% | 0.000% | |
1/19/2024 | Atlantic Union Bankshares Corp | 13,521 | $0.15M | 0.0% | +20.5% | 0.000% | |
1/18/2024 | Accel Wealth Management | 84,814 | $0.93M | 0.5% | +36.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 209,930 | $2.29M | 0.0% | -8.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,022,092 | $11.15M | 0.0% | +8.4% | 0.000% | |
1/12/2024 | Clarity Financial LLC | 55,636 | $0.61M | 0.1% | -31.6% | 0.000% | |
1/8/2024 | Bartlett & Co. LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 778,169 | $8.49M | 0.2% | +0.6% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 136,470 | $1.36M | 0.0% | -3.3% | 0.000% | |
11/15/2023 | Scotia Capital Inc. | 16,572 | $0.17M | 0.0% | +11.7% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 88,817 | $0.88M | 0.2% | +255.1% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 369,587 | $3.67M | 0.0% | +4.2% | 0.000% | |
11/13/2023 | LPL Financial LLC | 756,228 | $7.52M | 0.0% | +1.6% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 289,497 | $2.88M | 0.1% | -32.0% | 0.000% | |
11/9/2023 | UBS Group AG | 995,765 | $9.90M | 0.0% | +8.9% | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 130,000 | $1.29M | 0.1% | -1.1% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,945 | $0.14M | 0.0% | -17.9% | 0.000% | |