12/13/2024 | B. Riley Wealth Advisors Inc. | 11,516 | $0.30M | 0.0% | -8.5% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,714 | $45K | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 78,090 | $2.03M | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 76,138 | $1.96M | 0.0% | +3.9% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 9,754 | $0.25M | 0.0% | -31.6% | 0.000% | |
11/15/2024 | Abel Hall LLC | 10,000 | $0.26M | 0.2% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 13,403 | $0.35M | 0.0% | +7.7% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 315,839 | $8.22M | 0.0% | +1.3% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 52,527 | $1.37M | 0.0% | +15.0% | 0.000% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 22,693 | $0.59M | 0.2% | -2.1% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 63,834 | $1.66M | 0.0% | N/A | 0.000% | |
11/13/2024 | Bedell Frazier Investment Counselling LLC | 520,063 | $13.54M | 3.2% | +1.7% | 0.000% | |
11/12/2024 | MGB Wealth Management LLC | 19,701 | $0.51M | 0.2% | +8.1% | 0.000% | |
11/12/2024 | Certified Advisory Corp | 33,815 | $0.88M | 0.1% | +24.3% | 0.000% | |
11/12/2024 | Raymond James Trust N.A. | 27,702 | $0.72M | 0.0% | +3.7% | 0.000% | |
11/8/2024 | PNC Financial Services Group Inc. | 45,840 | $1.19M | 0.0% | -1.4% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 58,707 | $1.53M | 0.2% | -1.5% | 0.000% | |
11/6/2024 | Main Street Financial Solutions LLC | 9,496 | $0.25M | 0.0% | N/A | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 7,755 | $0.20M | 0.0% | N/A | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 12,828 | $0.33M | 0.0% | -11.3% | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 20,490 | $0.53M | 0.0% | +12.7% | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 5,876 | $0.15M | 0.0% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 53,075 | $1.38M | 0.0% | -6.1% | 0.000% | |
10/29/2024 | Conning Inc. | 138,980 | $3.62M | 0.1% | +2.0% | 0.000% | |
10/28/2024 | Stephens Inc. AR | 9,837 | $0.26M | 0.0% | N/A | 0.000% | |
10/25/2024 | Integrated Advisors Network LLC | 31,752 | $0.83M | 0.0% | -7.9% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 15,206 | $0.40M | 0.0% | -10.2% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 25,934 | $0.68M | 0.0% | -5.4% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 82,504 | $2.15M | 0.5% | +0.6% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 35,839 | $0.93M | 0.0% | -6.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 109,279 | $2.85M | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 90,762 | $2.36M | 0.0% | +22.5% | 0.000% | |
10/21/2024 | Northwest Investment Counselors LLC | 1,000 | $26K | 0.0% | N/A | 0.000% | |
10/18/2024 | Raymond James & Associates | 253,586 | $6.60M | 0.0% | +0.8% | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 22,052 | $0.57M | 0.3% | +3.0% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 34,212 | $0.89M | 0.1% | +107.8% | 0.000% | |
10/15/2024 | Shulman DeMeo Asset Management LLC | 11,969 | $0.31M | 0.1% | -5.0% | 0.000% | |
10/11/2024 | Creative Planning | 33,221 | $0.87M | 0.0% | +22.9% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 38,686 | $1.01M | 0.1% | -76.9% | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 10,986 | $0.25M | 0.1% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 73,268 | $1.69M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 181,253 | $4.08M | 0.0% | -0.5% | 0.000% | |
8/21/2024 | Truist Financial Corp | 144,574 | $3.25M | 0.0% | -2.3% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 12,585 | $0.28M | 0.0% | -53.6% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,222 | $0.14M | 0.0% | -7.6% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 110,774 | $2.49M | 0.0% | -10.9% | 0.000% | |
8/16/2024 | Creative Planning | 27,031 | $0.61M | 0.0% | -6.0% | 0.000% | |
8/14/2024 | Certified Advisory Corp | 27,196 | $0.61M | 0.1% | +180.1% | 0.000% | |
8/14/2024 | C2C Wealth Management LLC | 245,580 | $5.52M | 5.4% | -0.5% | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 92,662 | $2.08M | 0.0% | +14.2% | 0.000% | |
8/10/2024 | Sargent Investment Group LLC | 59,785 | $1.34M | 0.3% | -7.7% | 0.000% | |
8/9/2024 | Rathbones Group PLC | 144,493 | $3.25M | 0.0% | -3.6% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 16,927 | $0.38M | 0.0% | +59.9% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 73,281 | $1.65M | 0.1% | +9.6% | 0.000% | |
8/6/2024 | Strategic Financial Concepts LLC | 123,114 | $28K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 74,082 | $1.67M | 0.0% | +1.8% | 0.000% | |
8/3/2024 | 9258 Wealth Management LLC | 28,170 | $0.63M | 0.1% | -2.5% | 0.000% | |
8/2/2024 | Belpointe Asset Management LLC | 58,615 | $1.32M | 0.1% | -12.7% | 0.000% | |
8/1/2024 | Primoris Wealth Advisors LLC | 23,336 | $0.53M | 0.4% | -4.5% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 82,012 | $1.84M | 0.4% | +1.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 146,204 | $3.29M | 0.0% | -3.0% | 0.000% | |
7/31/2024 | United Capital Management of KS Inc. | 170,719 | $3.84M | 0.8% | +2.5% | 0.000% | |
7/26/2024 | Conning Inc. | 136,317 | $3.06M | 0.1% | +2.0% | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 18,186 | $0.41M | 0.0% | +4.1% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 111,845 | $2.51M | 0.0% | -5.8% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 26,720 | $0.60M | 0.0% | +103.6% | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 24,341 | $0.55M | 0.5% | -39.8% | 0.000% | |
7/23/2024 | Atlas Brown Inc. | 31,158 | $0.70M | 0.3% | +50.6% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 52,734 | $1.19M | 0.0% | +1.5% | 0.000% | |
7/22/2024 | Dakota Wealth Management | 38,189 | $0.86M | 0.0% | -3.2% | 0.000% | |
7/20/2024 | First Horizon Advisors Inc. | 2,000 | $45K | 0.0% | N/A | 0.000% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 615,537 | $13.84M | 0.0% | +1.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 251,449 | $5.65M | 0.0% | -0.3% | 0.000% | |
7/17/2024 | Shulman DeMeo Asset Management LLC | 12,605 | $0.28M | 0.1% | -4.0% | 0.000% | |
7/17/2024 | Brown Lisle Cummings Inc. | 1,610 | $36K | 0.0% | +61.0% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,427 | $0.62M | 0.0% | -4.2% | 0.000% | |
7/13/2024 | Quad Cities Investment Group LLC | 21,405 | $0.48M | 0.3% | -8.1% | 0.000% | |
7/12/2024 | Baldwin Brothers LLC MA | 2,276 | $51K | 0.0% | -15.8% | 0.000% | |
7/12/2024 | Accel Wealth Management | 93,033 | $2.09M | 0.8% | -3.1% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 46,599 | $1.10M | 0.0% | +15.5% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 182,220 | $4.30M | 0.0% | +420.9% | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 184,222 | $4.34M | 0.5% | +9.6% | 0.000% | |
5/17/2024 | Comerica Bank | 7,008 | $0.17M | 0.0% | -33.4% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 27,142 | $0.64M | 0.0% | N/A | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 17,747 | $0.42M | 0.0% | N/A | 0.000% | |
5/7/2024 | Primoris Wealth Advisors LLC | 24,445 | $0.58M | 0.5% | -9.2% | 0.000% | |
5/7/2024 | NTV Asset Management LLC | 39,270 | $0.93M | 0.1% | -17.0% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 15,819 | $0.37M | 0.0% | +16.8% | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 28,905 | $0.68M | 0.1% | -3.3% | 0.000% | |
5/2/2024 | Salomon & Ludwin LLC | 1,925 | $45K | 0.0% | +381.3% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 58,747 | $1.39M | 0.0% | +9.2% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 72,769 | $1.72M | 0.0% | +5.9% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 80,549 | $1.90M | 0.5% | +23.3% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 10,588 | $0.25M | 0.0% | N/A | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 15,131 | $0.36M | 0.0% | +10.9% | 0.000% | |
4/30/2024 | Saxony Capital Management LLC | 8,938 | $0.21M | 0.3% | N/A | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 12,411 | $0.29M | 0.1% | +7.9% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 150,803 | $3.55M | 0.0% | -2.7% | 0.000% | |
4/29/2024 | Benjamin Edwards Inc. | 1,233 | $29K | 0.0% | N/A | 0.000% | |
4/27/2024 | Conning Inc. | 133,600 | $3.15M | 0.1% | +2.1% | 0.000% | |