10/29/2024 | Farther Finance Advisors LLC | 60,938 | $1.09M | 0.0% | +4.3% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 93,297 | $1.66M | 0.1% | +69.2% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 16,737 | $0.30M | 0.0% | +22.8% | 0.000% | |
10/22/2024 | Eastern Bank | 3,000 | $53K | 0.0% | N/A | 0.000% | |
10/18/2024 | Raymond James & Associates | 354,351 | $6.32M | 0.0% | +0.7% | 0.000% | |
10/17/2024 | Addison Capital Co | 85,093 | $1.52M | 0.6% | -13.7% | 0.000% | |
10/17/2024 | LexAurum Advisors LLC | 18,454 | $0.33M | 0.1% | -8.8% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 17,052 | $0.30M | 0.0% | -46.7% | 0.000% | |
10/11/2024 | Creative Planning | 18,541 | $0.33M | 0.0% | +59.6% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 23,708 | $0.42M | 0.0% | N/A | 0.000% | |
10/8/2024 | Brookstone Capital Management | 17,421 | $0.31M | 0.0% | -17.9% | 0.000% | |
10/8/2024 | Integrated Capital Management Inc. | 22,597 | $0.40M | 0.3% | +4.5% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 10,000 | $0.18M | 0.0% | N/A | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 112,627 | $2.01M | 0.0% | -4.3% | 0.000% | |
8/21/2024 | Truist Financial Corp | 12,239 | $0.20M | 0.0% | -10.7% | 0.000% | |
8/14/2024 | Bank of Montreal Can | 27,467 | $0.48M | 0.0% | N/A | 0.000% | |
8/14/2024 | Fairscale Capital LLC | 1,894 | $31K | 0.0% | N/A | 0.000% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 98,395 | $1.61M | 0.0% | +14.4% | 0.000% | |
8/9/2024 | Perissos Private Wealth Management LLC | 10,900 | $0.18M | 0.2% | -7.6% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 55,143 | $0.90M | 0.0% | +2.7% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 762,255 | $12.46M | 0.0% | +50.5% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 122,296 | $2M | 0.6% | -15.1% | 0.000% | |
8/6/2024 | First Foundation Advisors | 39,242 | $0.64M | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 44,198 | $0.72M | 0.0% | -4.7% | 0.000% | |
8/3/2024 | Journey Advisory Group LLC | 10,800 | $0.18M | 0.0% | -20.0% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 30,369 | $0.50M | 0.0% | +678.7% | 0.000% | |
7/31/2024 | First National Bank Sioux Falls | 58,446 | $0.96M | 0.5% | -5.4% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 183,769 | $3.01M | 0.0% | -2.9% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 14,063 | $0.23M | 0.0% | N/A | 0.000% | |
7/31/2024 | Focused Wealth Management Inc | 565,574 | $9.25M | 1.3% | +5.6% | 0.000% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 15,625 | $0.26M | 0.0% | +168.7% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 72,753 | $1.19M | 0.0% | +4.0% | 0.000% | |
7/25/2024 | Addison Capital Co | 98,579 | $1.61M | 0.7% | -6.0% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 18,695 | $0.31M | 0.0% | N/A | 0.000% | |
7/25/2024 | Access Financial Services Inc. | 52,387 | $0.86M | 0.4% | -2.4% | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 30,531 | $0.50M | 0.3% | -6.1% | 0.000% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 1,354,057 | $22.14M | 12.9% | +7.0% | 0.000% | |
7/19/2024 | Raymond James & Associates | 351,873 | $5.75M | 0.0% | +7.5% | 0.000% | |
7/19/2024 | Intellectus Partners LLC | 178,316 | $2.92M | 0.8% | +3.4% | 0.000% | |
7/18/2024 | Brookstone Capital Management | 21,222 | $0.35M | 0.0% | N/A | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,635 | $0.22M | 0.0% | -25.5% | 0.000% | |
7/12/2024 | Opal Wealth Advisors LLC | 6,230 | $0.10M | 0.0% | N/A | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 21,614 | $0.35M | 0.3% | N/A | 0.000% | |
7/12/2024 | Walker Asset Management LLC | 51,137 | $0.84M | 0.6% | -7.3% | 0.000% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 29,481 | $0.48M | 0.0% | -10.9% | 0.000% | |
7/10/2024 | Simplicity Wealth LLC | 25,205 | $0.41M | 0.0% | N/A | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 117,640 | $1.92M | 0.0% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 23,596 | $0.39M | 0.0% | +58.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 43,308 | $0.66M | 0.0% | +2.6% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 535,410 | $8.75M | 1.3% | +7.3% | 0.000% | |
5/8/2024 | Addison Capital Co | 104,821 | $1.71M | 0.9% | +27.8% | 0.000% | |
5/7/2024 | Benedetti & Gucer Inc. | 11,700 | $0.19M | 0.1% | +15.8% | 0.000% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 5,816 | $95K | 0.0% | -69.4% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 46,374 | $0.76M | 0.0% | +30.2% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 53,708 | $0.88M | 0.0% | +9.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 189,303 | $3.09M | 0.0% | -8.2% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 86,000 | $1.41M | 0.0% | +1.9% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 19,866 | $0.33M | 0.0% | +8.9% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,100 | $34K | 0.0% | N/A | 0.000% | |
4/25/2024 | Schnieders Capital Management LLC | 37,775 | $0.62M | 0.1% | -10.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 499,306 | $8.16M | 0.0% | -10.8% | 0.000% | |
4/22/2024 | Raymond James & Associates | 327,384 | $5.35M | 0.0% | +11.0% | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 1,265,814 | $20.68M | 12.8% | +1.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 33,700 | $0.55M | 0.0% | +68.2% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 22,439 | $0.37M | 0.0% | -25.1% | 0.000% | |
4/16/2024 | First National Bank Sioux Falls | 61,812 | $1.01M | 0.6% | +5.8% | 0.000% | |
4/11/2024 | Cooper Financial Group | 10,750 | $0.18M | 0.0% | -45.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 17,543 | $0.29M | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 42,218 | $0.69M | 0.0% | -2.5% | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 2,000 | $33K | 0.0% | +100.0% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 2,635 | $43K | 0.0% | +332.0% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 18,369 | $0.30M | 0.0% | N/A | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 141,039 | $2.29M | 0.1% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 73,983 | $1.20M | 0.8% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 57,503 | $0.94M | 0.0% | N/A | 0.000% | |
2/12/2024 | Journey Advisory Group LLC | 13,500 | $0.22M | 0.0% | -13.5% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 120,613 | $1.96M | 0.2% | -11.8% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 26,550 | $0.43M | 0.0% | N/A | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 46,261 | $0.75M | 0.0% | +20.6% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 19,369 | $0.32M | 0.0% | +6.7% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 628,401 | $10.22M | 0.0% | -6.4% | 0.000% | |
2/9/2024 | UBS Group AG | 1,033,198 | $16.80M | 0.0% | +7.2% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 2,635 | $45K | 0.0% | +332.0% | 0.000% | |
2/8/2024 | Addison Capital Co | 82,039 | $1.33M | 0.8% | +14.8% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 33,621 | $0.55M | 0.0% | -10.2% | 0.000% | |
2/7/2024 | Edgemoor Investment Advisors Inc. | 10,380 | $0.17M | 0.0% | -8.8% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 39,481 | $0.64M | 0.0% | -30.7% | 0.000% | |
2/6/2024 | M&T Bank Corp | 847,874 | $13.79M | 0.1% | +1.7% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 84,386 | $1.37M | 0.0% | -0.9% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 66,677 | $1.08M | 1.1% | +1.4% | 0.000% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 18,000 | $0.29M | 0.0% | +16.1% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 42,630 | $0.69M | 0.0% | +4.1% | 0.000% | |
2/5/2024 | Intellectus Partners LLC | 165,209 | $2.69M | 0.8% | +27.0% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,141 | $0.28M | 0.0% | -7.8% | 0.000% | |
2/2/2024 | Schnieders Capital Management LLC | 42,375 | $0.69M | 0.2% | -4.9% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 10,700 | $0.17M | 0.0% | -69.7% | 0.000% | |
2/1/2024 | First National Bank Sioux Falls | 58,446 | $0.95M | 0.5% | -32.4% | 0.000% | |
2/1/2024 | OLD National Bancorp IN | 13,332 | $0.22M | 0.0% | -45.2% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 49,218 | $0.80M | 0.0% | +25.5% | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 1,253,593 | $20.38M | 13.9% | +3.7% | 0.000% | |