9/23/2024 | Centaurus Financial Inc. | 150,161 | $1.22M | 0.1% | +89.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 32,937 | $0.27M | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 185,296 | $1.51M | 0.0% | +3.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 133,700 | $1.09M | 0.0% | +6.9% | 0.000% | |
8/9/2024 | One Capital Management LLC | 121,420 | $0.99M | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 56,763 | $0.47M | 0.2% | -65.1% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 47,659 | $0.39M | 0.3% | -27.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 124,640 | $1.02M | 0.0% | +1.3% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 252,397 | $2.06M | 0.0% | +3.1% | 0.000% | |
7/19/2024 | Western Wealth Management LLC | 31,367 | $0.26M | 0.0% | -23.4% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 65,900 | $0.56M | 0.5% | -12.9% | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,641 | $39K | 0.0% | +731.7% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 48,154 | $0.41M | 0.0% | +9.4% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,751 | $0.14M | 0.0% | N/A | 0.000% | |
4/25/2024 | Armor Investment Advisors LLC | 30,003 | $0.25M | 0.1% | -22.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 20,675 | $0.18M | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,405 | $0.11M | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 21,079 | $0.18M | 0.0% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 25,475 | $0.22M | 0.0% | -15.2% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 250,269 | $2.13M | 0.9% | +53.0% | 0.000% | |
2/5/2024 | Andina Capital Management LLC | 29,934 | $0.25M | 0.2% | N/A | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 173,340 | $1.46M | 0.0% | +20.8% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 20,335 | $0.17M | 0.0% | +15.7% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 22,953 | $0.19M | 0.0% | +771.1% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 75,682 | $0.64M | 0.5% | -9.6% | 0.000% | |
1/19/2024 | Armor Investment Advisors LLC | 38,527 | $0.33M | 0.2% | -17.2% | 0.000% | |
11/14/2023 | Synovus Financial Corp | 52,599 | $0.40M | 0.0% | +34.9% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 17,621 | $0.14M | 0.0% | -11.6% | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 30,054 | $0.23M | 0.0% | +5.7% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 48,664 | $0.37M | 0.0% | +48.1% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 143,480 | $1.10M | 0.0% | +12.0% | 0.000% | |
11/8/2023 | Western Wealth Management LLC | 53,878 | $0.41M | 0.0% | -6.2% | 0.000% | |
11/2/2023 | Sonora Investment Management Group LLC | 25,065 | $0.19M | 0.0% | -48.3% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 163,603 | $1.26M | 0.6% | -24.2% | 0.000% | |
10/23/2023 | Armor Investment Advisors LLC | 46,557 | $0.36M | 0.2% | +16.1% | 0.000% | |
9/1/2023 | Portside Wealth Group LLC | 14,682 | $0.12M | 0.0% | N/A | 0.000% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 444,996 | $3.65M | 0.3% | -11.3% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 227,390 | $1.86M | 0.0% | +13.6% | 0.000% | |
8/10/2023 | Cetera Advisors LLC | 13,883 | $0.11M | 0.0% | -24.6% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 142,079 | $1.16M | 0.0% | -1.0% | 0.000% | |
8/9/2023 | Lido Advisors LLC | 20,000 | $0.16M | 0.0% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 215,945 | $1.79M | 0.8% | +31.8% | 0.000% | |
8/2/2023 | Moser Wealth Advisors LLC | 26,646 | $0.22M | 0.1% | N/A | 0.000% | |
8/1/2023 | Portside Wealth Group LLC | 14,682 | $0.12M | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 88,122 | $0.72M | 0.0% | -1.4% | 0.000% | |
7/31/2023 | LPL Financial LLC | 59,995 | $0.49M | 0.0% | -6.7% | 0.000% | |
7/21/2023 | Creative Planning | 159,236 | $1.30M | 0.0% | +107.9% | 0.000% | |
7/19/2023 | Armor Investment Advisors LLC | 40,099 | $0.33M | 0.2% | -19.2% | 0.000% | |
5/16/2023 | Gallagher Fiduciary Advisors LLC | 501,480 | $4.08M | 0.3% | N/A | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 16,569 | $0.14M | 0.0% | N/A | 0.000% | |
5/11/2023 | Synovus Financial Corp | 37,882 | $0.31M | 0.0% | +20.6% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 200,196 | $1.63M | 0.0% | +218.3% | 0.000% | |
5/9/2023 | Armor Investment Advisors LLC | 49,646 | $0.40M | 0.2% | -30.1% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 163,881 | $1.35M | 0.6% | -34.3% | 0.000% | |
5/5/2023 | Truist Financial Corp | 89,408 | $0.73M | 0.0% | -2.7% | 0.000% | |
4/25/2023 | D.A. Davidson & CO. | 28,446 | $0.23M | 0.0% | -20.2% | 0.000% | |
4/20/2023 | Shufro Rose & Co. LLC | 23,600 | $0.19M | 0.0% | +9.3% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 136,619 | $1.11M | 0.0% | N/A | 0.000% | |
4/12/2023 | National Bank of Canada FI | 14,383 | $0.12M | 0.0% | +657.0% | 0.000% | |
2/27/2023 | Gallagher Benefit Services Inc. | 595,899 | $4.83M | 1.0% | N/A | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 129,223 | $1.05M | 0.0% | -13.8% | 0.000% | |
2/10/2023 | Creative Planning | 162,517 | $1.32M | 0.0% | -12.7% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 14,180 | $0.12M | 0.0% | +39.3% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 10,956 | $89K | 0.0% | N/A | 0.000% | |
2/8/2023 | UBS Group AG | 18,667 | $0.15M | 0.0% | -58.7% | 0.000% | |
2/8/2023 | Semus Wealth Partners LLC | 83,386 | $0.68M | 0.8% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 134,029 | $1.09M | 0.0% | -4.7% | 0.000% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 8,185 | $66K | 0.0% | -12.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 71,205 | $0.58M | 0.0% | +2.1% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 12,880 | $0.16M | 0.0% | -67.8% | 0.000% | |
2/6/2023 | Synovus Financial Corp | 31,399 | $0.26M | 0.0% | N/A | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 249,534 | $2.04M | 1.0% | +363.8% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 32,135 | $0.26M | 0.0% | +4.2% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 18,852 | $0.15M | 0.0% | +15.4% | 0.000% | |
1/30/2023 | Armor Investment Advisors LLC | 71,061 | $0.58M | 0.4% | -23.5% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 18,314 | $0.15M | 0.0% | N/A | 0.000% | |
1/25/2023 | Shufro Rose & Co. LLC | 21,600 | $0.18M | 0.0% | -44.0% | 0.000% | |
11/16/2022 | Horizon Kinetics Asset Management LLC | 103,614 | $0.83M | 0.0% | -12.1% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 53,801 | $0.43M | 0.2% | N/A | 0.000% | |
11/7/2022 | D.A. Davidson & CO. | 35,651 | $0.28M | 0.0% | -4.1% | 0.000% | |
11/3/2022 | Creative Planning | 186,152 | $1.48M | 0.0% | -3.0% | 0.000% | |
11/1/2022 | Kestra Advisory Services LLC | 16,339 | $0.13M | 0.0% | -9.4% | 0.000% | |
10/31/2022 | Armor Investment Advisors LLC | 92,920 | $0.74M | 0.5% | -57.9% | 0.000% | |
10/26/2022 | F3Logic LLC | 599,113 | $4.78M | 1.0% | -1.3% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 30,833 | $0.25M | 0.0% | -19.5% | 0.000% | |
10/17/2022 | OTA Financial Group L.P. | 40,484 | $0.32M | 0.3% | N/A | 0.000% | |
8/15/2022 | Atria Wealth Solutions Inc. | 131,223 | $1.18M | 0.0% | N/A | 0.000% | |
8/13/2022 | Lloyd Park LLC | 18,825 | $0.17M | 0.2% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 102,600 | $0.92M | 0.0% | +2.9% | 0.000% | |
8/12/2022 | Kerntke Otto McGlone Wealth Management Group | 15,838 | $0.14M | 0.2% | N/A | 0.000% | |
8/11/2022 | Cetera Advisor Networks LLC | 150,271 | $1.35M | 0.0% | +6.1% | 0.000% | |
8/11/2022 | Cetera Advisors LLC | 64,723 | $0.58M | 0.0% | -3.7% | 0.000% | |
8/11/2022 | CoreCap Advisors LLC | 12,280 | $0.11M | 0.0% | -17.3% | 0.000% | |
8/8/2022 | Resources Investment Advisors LLC. | 12,640 | $0.11M | 0.0% | N/A | 0.000% | |
8/5/2022 | Horizon Kinetics Asset Management LLC | 117,837 | $1.06M | 0.0% | -11.0% | 0.000% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 132,577 | $1.19M | 0.0% | +43.8% | 0.000% | |
8/3/2022 | AE Wealth Management LLC | 10,697 | $96K | 0.0% | N/A | 0.000% | |
8/3/2022 | F3Logic LLC | 607,001 | $5.46M | 1.0% | +1.3% | 0.000% | |
8/2/2022 | Advisory Services Network LLC | 10,742 | $97K | 0.0% | N/A | 0.000% | |
8/2/2022 | Centaurus Financial Inc. | 73,066 | $0.66M | 0.1% | -4.9% | 0.000% | |