11/8/2024 | Prospera Financial Services Inc | 86,823 | $1.16M | 0.0% | -1.1% | 0.000% | |
11/7/2024 | Napa Wealth Management | 85,862 | $1.15M | 0.5% | +55.0% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 192,665 | $2.58M | 0.0% | +7.0% | 0.000% | |
11/6/2024 | Main Street Financial Solutions LLC | 20,670 | $0.28M | 0.0% | N/A | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 73,759 | $0.99M | 0.0% | +6.5% | 0.000% | |
11/5/2024 | Haverford Trust Co | 17,310 | $0.23M | 0.0% | N/A | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 35,368 | $0.47M | 0.0% | +21.0% | 0.000% | |
11/4/2024 | Axxcess Wealth Management LLC | 37,531 | $0.50M | 0.0% | -5.3% | 0.000% | |
11/2/2024 | XML Financial LLC | 11,153 | $0.15M | 0.0% | N/A | 0.000% | |
11/1/2024 | Fiera Capital Corp | 164,309 | $2.20M | 0.0% | -4.9% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 16,676 | $0.22M | 0.0% | +25.3% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 1,386,696 | $17.78M | 0.0% | -3.5% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 3,650 | $49K | 0.0% | +510.4% | 0.000% | |
10/25/2024 | Pinnacle Associates Ltd. | 102,936 | $1.38M | 0.0% | +4.5% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 120,158 | $1.61M | 0.4% | -5.0% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 3,323 | $44K | 0.0% | N/A | 0.000% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 12,489 | $0.17M | 0.0% | N/A | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 24,472 | $0.33M | 0.1% | +48.7% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 24,975 | $0.33M | 0.0% | -17.4% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 46,263 | $0.62M | 0.0% | +2.1% | 0.000% | |
10/24/2024 | PFG Investments LLC | 32,461 | $0.44M | 0.0% | N/A | 0.000% | |
10/24/2024 | Arkadios Wealth Advisors | 66,196 | $0.89M | 0.1% | +33.2% | 0.000% | |
10/23/2024 | Tectonic Advisors LLC | 70,668 | $0.95M | 0.1% | +1.9% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 98,091 | $1.31M | 0.0% | -2.4% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 987,454 | $13.22M | 0.6% | +19.8% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 67,483 | $0.90M | 0.0% | +1,323.7% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 139,268 | $1.87M | 0.0% | +0.8% | 0.000% | |
10/22/2024 | Saxony Capital Management LLC | 25,388 | $0.34M | 0.3% | +16.0% | 0.000% | |
10/21/2024 | Bayshore Asset Management LLC | 126,806 | $1.70M | 0.8% | N/A | 0.000% | |
10/21/2024 | Kennedy Investment Group | 325,396 | $4.36M | 2.0% | -8.1% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 61,147 | $0.82M | 0.0% | -41.3% | 0.000% | |
10/18/2024 | Raymond James & Associates | 497,411 | $6.66M | 0.0% | +6.0% | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 65,177 | $0.87M | 0.0% | +52.6% | 0.000% | |
10/16/2024 | Melfa Wealth Management Inc. | 182,573 | $2.45M | 1.6% | +4.0% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 23,382 | $0.31M | 0.0% | +26.0% | 0.000% | |
10/11/2024 | Creative Planning | 154,045 | $2.06M | 0.0% | -6.6% | 0.000% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 15,905 | $0.21M | 0.0% | -59.6% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 35,766 | $0.48M | 0.0% | -19.5% | 0.000% | |
10/10/2024 | InTrack Investment Management Inc | 87,274 | $1.17M | 0.8% | -32.0% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 51,128 | $0.69M | 0.3% | +31.8% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 370,000 | $4.95M | 1.8% | +37.0% | 0.000% | |
10/8/2024 | CWM LLC | 31,516 | $0.42M | 0.0% | -22.8% | 0.000% | |
10/7/2024 | MKT Advisors LLC | 15,140 | $0.21M | 0.1% | -10.2% | 0.000% | |
10/7/2024 | Melone Private Wealth LLC | 73,012 | $0.98M | 0.5% | +1.2% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 45,635 | $0.53M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 123,638 | $1.54M | 0.0% | +24.8% | 0.000% | |
8/21/2024 | Truist Financial Corp | 192,245 | $2.40M | 0.0% | -3.0% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 34,852 | $0.44M | 0.0% | -7.1% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 94,035 | $1.17M | 0.0% | +15.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 87,049 | $1.09M | 0.0% | -4.7% | 0.000% | |
8/16/2024 | Creative Planning | 164,949 | $2.06M | 0.0% | +9.1% | 0.000% | |
8/16/2024 | Magnolia Capital Advisors LLC | 10,446 | $0.13M | 0.0% | N/A | 0.000% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 27,105 | $0.34M | 0.0% | -44.4% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 708,237 | $8.83M | 2.3% | -61.4% | 0.000% | |
8/15/2024 | Daymark Wealth Partners LLC | 20,081 | $0.25M | 0.0% | -40.1% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 180,080 | $2.24M | 0.0% | +6.7% | 0.000% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 14,077 | $0.18M | 0.0% | -26.2% | 0.000% | |
8/12/2024 | Richmond Brothers Inc. | 44,024 | $0.55M | 1.1% | -4.0% | 0.000% | |
8/12/2024 | Mathes Company Inc. | 57,500 | $0.72M | 0.3% | +59.7% | 0.000% | |
8/10/2024 | Axxcess Wealth Management LLC | 39,626 | $0.49M | 0.0% | -23.2% | 0.000% | |
8/9/2024 | Wealth Dimensions Group Ltd. | 24,295 | $0.30M | 0.1% | -19.0% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 30,243 | $0.38M | 0.0% | +22.9% | 0.000% | |
8/8/2024 | CoreCap Advisors LLC | 128,806 | $1.61M | 0.2% | N/A | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 281,699 | $3.51M | 1.0% | -31.2% | 0.000% | |
8/6/2024 | First Foundation Advisors | 15,094 | $0.19M | 0.0% | +35.3% | 0.000% | |
8/6/2024 | Oxbow Advisors LLC | 40,535 | $0.51M | 0.1% | -11.2% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 138,168 | $1.72M | 0.0% | +2.2% | 0.000% | |
8/2/2024 | Larson Financial Group LLC | 3,100 | $39K | 0.0% | N/A | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 23,000 | $0.29M | 0.0% | -29.4% | 0.000% | |
8/1/2024 | Fiera Capital Corp | 172,697 | $2.15M | 0.0% | -33.2% | 0.000% | |
8/1/2024 | Financial Counselors Inc. | 15,389 | $0.19M | 0.0% | N/A | 0.000% | |
8/1/2024 | Drive Wealth Management LLC | 12,614 | $0.16M | 0.0% | -35.2% | 0.000% | |
8/1/2024 | Summit Financial LLC | 44,586 | $0.56M | 0.0% | +112.0% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 1,436,314 | $17.90M | 0.0% | -9.0% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 408,029 | $5.08M | 0.0% | -1.1% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 142,138 | $1.77M | 0.1% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 4,740 | $59K | 0.0% | N/A | 0.000% | |
7/29/2024 | UMB Bank n.a. | 8,127 | $0.10M | 0.0% | +612.9% | 0.000% | |
7/29/2024 | Arkadios Wealth Advisors | 49,692 | $0.62M | 0.0% | N/A | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 193,434 | $2.41M | 0.0% | -3.0% | 0.000% | |
7/26/2024 | Saxony Capital Management LLC | 21,888 | $0.27M | 0.3% | +7.4% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 50,872 | $0.63M | 0.0% | -4.7% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 28,071 | $0.35M | 0.0% | -55.8% | 0.000% | |
7/24/2024 | Catalina Capital Group LLC | 18,290 | $0.23M | 0.1% | -31.5% | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 258,838 | $3.23M | 2.1% | -0.7% | 0.000% | |
7/22/2024 | Wealthspan Partners LLC | 11,771 | $0.15M | 0.1% | N/A | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 824,023 | $10.27M | 0.5% | +21.1% | 0.000% | |
7/19/2024 | Raymond James & Associates | 469,086 | $5.85M | 0.0% | +9.3% | 0.000% | |
7/19/2024 | McGlone Suttner Wealth Management Inc. | 39,349 | $0.47M | 0.1% | +64.3% | 0.000% | |
7/19/2024 | Tyche Wealth Partners LLC | 126,531 | $1.58M | 0.4% | +1.4% | 0.000% | |
7/18/2024 | Kennedy Investment Group | 354,236 | $4.41M | 2.2% | +9.9% | 0.000% | |
7/15/2024 | RFG Advisory LLC | 47,254 | $0.59M | 0.0% | +4.0% | 0.000% | |
7/15/2024 | InTrack Investment Management Inc | 128,373 | $1.60M | 1.1% | +4.3% | 0.000% | |
7/12/2024 | Congress Park Capital LLC | 270,000 | $3.36M | 1.4% | +14.9% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 124,550 | $1.55M | 0.0% | -8.5% | 0.000% | |
7/10/2024 | CWM LLC | 40,812 | $0.51M | 0.0% | +8.1% | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 33,615 | $0.42M | 0.0% | +2.8% | 0.000% | |
5/20/2024 | Virtu Financial LLC | 17,442 | $0.21M | 0.0% | -37.3% | 0.000% | |
5/17/2024 | Comerica Bank | 21,692 | $0.26M | 0.0% | +10.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 37,518 | $0.46M | 0.0% | +7.2% | 0.000% | |