10/29/2024 | Janney Montgomery Scott LLC | 57,678 | $0.88M | 0.0% | +6.1% | 0.000% | |
10/28/2024 | US Bancorp DE | 3,127 | $48K | 0.0% | -24.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 10,868 | $1.65M | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 83,047 | $1.26M | 0.0% | -8.5% | 0.000% | |
10/19/2024 | Midwest Heritage Bank FSB | 15,230 | $0.23M | 0.1% | -14.7% | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 437,880 | $6.66M | 0.5% | +21.6% | 0.000% | |
10/18/2024 | Raymond James & Associates | 196,029 | $2.98M | 0.0% | +14.2% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 72,704 | $1.06M | 0.0% | +4.5% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 17,700 | $0.26M | 0.3% | -77.7% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 113,182 | $1.65M | 0.0% | -5.0% | 0.000% | |
8/12/2024 | SMH Capital Advisors Inc. | 13,419 | $0.20M | 0.6% | -8.4% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 205,703 | $3M | 0.0% | +45.0% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 14,420 | $0.21M | 0.0% | -5.9% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 90,760 | $1.32M | 0.0% | +11.5% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 54,242 | $0.79M | 0.0% | N/A | 0.000% | |
8/1/2024 | Verus Capital Partners LLC | 15,000 | $0.22M | 0.0% | N/A | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 50,776 | $0.74M | 0.6% | -11.9% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 120,937 | $1.76M | 0.0% | +10.6% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 78,203 | $1.14M | 0.0% | +11.4% | 0.000% | |
7/19/2024 | Raymond James & Associates | 171,582 | $2.50M | 0.0% | -4.0% | 0.000% | |
7/19/2024 | E&G Advisors LP | 82,365 | $1.20M | 0.4% | -0.8% | 0.000% | |
7/17/2024 | Midwest Heritage Bank FSB | 17,851 | $0.26M | 0.1% | -6.8% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 57,638 | $0.92M | 0.8% | -7.2% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,329 | $0.16M | 0.0% | N/A | 0.000% | |
5/7/2024 | Primoris Wealth Advisors LLC | 20,750 | $0.33M | 0.3% | -6.7% | 0.000% | |
5/6/2024 | ORG Partners LLC | 3,260 | $51K | 0.1% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 54,153 | $0.86M | 0.0% | +2.1% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 161,378 | $2.56M | 0.1% | N/A | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 109,332 | $1.74M | 0.0% | +6.7% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 11,708 | $0.18M | 0.0% | N/A | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 15,697 | $0.24M | 0.0% | -9.1% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 79,343 | $1.19M | 0.0% | -2.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 51,780 | $0.78M | 0.0% | +447.2% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 102,467 | $1.54M | 0.0% | -0.9% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 219,801 | $3.42M | 0.1% | +12.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,033 | $0.80M | 0.0% | -2.5% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 6,205 | $93K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 81,132 | $1.22M | 0.0% | +9.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,955 | $0.18M | 0.0% | -9.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 49,007 | $0.74M | 0.0% | +75.2% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 12,604 | $0.19M | 0.0% | -24.1% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 11,583 | $0.17M | 0.0% | -15.4% | 0.000% | |
1/25/2024 | E&G Advisors LP | 83,665 | $1.26M | 0.4% | -6.5% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/23/2024 | Midwest Heritage Bank FSB | 19,162 | $0.29M | 0.2% | -5.1% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 39,724 | $0.60M | 0.0% | -7.8% | 0.000% | |
1/18/2024 | West Oak Capital LLC | 3,100 | $47K | 0.0% | -24.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 200,924 | $3.01M | 0.0% | -2.0% | 0.000% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 316,477 | $4.75M | 0.4% | +20.7% | 0.000% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 14,190 | $0.21M | 0.1% | -8.2% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 13,696 | $0.20M | 0.0% | -6.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 405,230 | $5.86M | 0.0% | +35.2% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 10,356 | $0.15M | 0.0% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 385,876 | $5.58M | 0.0% | -10.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 20,659 | $0.30M | 0.0% | +35.3% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 27,980 | $0.41M | 0.0% | -34.5% | 0.000% | |
11/8/2023 | SMH Capital Advisors Inc. | 12,884 | $0.19M | 0.4% | -26.4% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 5,796 | $83K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 73,872 | $1.07M | 0.0% | +4.7% | 0.000% | |
10/31/2023 | Primoris Wealth Advisors LLC | 12,000 | $0.17M | 0.2% | N/A | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 19,485 | $0.28M | 0.0% | -8.8% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 205,017 | $2.97M | 0.0% | +2.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 174,452 | $2.52M | 0.0% | +3.5% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 103,425 | $1.50M | 0.0% | +24.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 34,518 | $0.50M | 0.0% | +4.0% | 0.000% | |
10/20/2023 | Sunesis Advisors LLC | 24,490 | $0.35M | 0.3% | N/A | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 43,082 | $0.62M | 0.0% | -27.3% | 0.000% | |
10/12/2023 | Sound Income Strategies LLC | 2,900 | $42K | 0.0% | N/A | 0.000% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 262,135 | $3.79M | 0.4% | +2.7% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 195,791 | $2.83M | 0.1% | +16.4% | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 199,201 | $2.86M | 0.1% | +7.0% | 0.000% | |
8/11/2023 | LaSalle St. Investment Advisors LLC | 15,462 | $0.22M | 0.1% | -22.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 43,480 | $0.63M | 0.0% | -29.5% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 70,542 | $1.01M | 0.0% | -4.9% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 63,536 | $0.91M | 0.0% | +4.1% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 120,302 | $1.73M | 0.0% | +2.1% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 42,749 | $0.61M | 0.0% | +116.1% | 0.000% | |
8/2/2023 | Houlihan Financial Resource Group Ltd. | 19,200 | $0.28M | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 11,332 | $0.16M | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 299,616 | $4.31M | 0.0% | +119.3% | 0.000% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 255,135 | $3.67M | 0.4% | +2.7% | 0.000% | |
7/26/2023 | Midwest Heritage Bank FSB | 20,200 | $0.29M | 0.2% | -11.5% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 199,986 | $2.87M | 0.0% | -2.2% | 0.000% | |
7/25/2023 | Raymond James & Associates | 168,598 | $2.42M | 0.0% | -1.3% | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 59,242 | $0.85M | 0.0% | -5.4% | 0.000% | |
7/19/2023 | Foundations Investment Advisors LLC | 168,226 | $2.42M | 0.1% | N/A | 0.000% | |
7/18/2023 | Stratos Wealth Partners LTD. | 21,359 | $0.31M | 0.0% | +9.6% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 83,366 | $1.20M | 0.0% | +1.5% | 0.000% | |
7/7/2023 | First Citizens Financial Corp | 15,603 | $0.22M | 0.2% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 61,675 | $0.90M | 0.0% | +23.0% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 74,158 | $1.08M | 0.0% | N/A | 0.000% | |
5/9/2023 | Wealthspire Advisors LLC | 65,000 | $0.95M | 0.0% | -34.1% | 0.000% | |
5/3/2023 | Syverson Strege & Co | 2,147 | $31K | 0.0% | +524.1% | 0.000% | |
4/27/2023 | Sunesis Advisors LLC | 27,240 | $0.40M | 0.3% | N/A | 0.000% | |
4/25/2023 | Cyndeo Wealth Partners LLC | 248,504 | $3.63M | 0.4% | +96.4% | 0.000% | |
4/24/2023 | Semus Wealth Partners LLC | 61,063 | $0.89M | 1.0% | -4.2% | 0.000% | |
4/21/2023 | Cyndeo Wealth Partners LLC | 248,504 | $1.83M | 0.2% | +96.4% | 0.000% | |
4/20/2023 | Midwest Heritage Bank FSB | 22,812 | $0.33M | 0.3% | -5.7% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,900 | $28K | 0.0% | N/A | 0.000% | |