5/2/2024 | Family Firm Inc. | 226,184 | $2.44M | 0.6% | +0.9% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 180,945 | $1.95M | 0.0% | +7.8% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 99,745 | $1.08M | 0.3% | -10.7% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 115,835 | $1.25M | 0.0% | +4.2% | 0.000% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 78,265 | $845K | 0.2% | -1.5% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 12,232 | $132K | 0.0% | N/A | 0.000% | |
|
4/24/2024 | Private Trust Co. NA | 96,372 | $1.04M | 0.1% | +23.6% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,001 | $2.43M | 0.0% | +7.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 99,928 | $1.08M | 0.1% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 1,320,350 | $14.26M | 0.0% | +29.2% | 0.000% | |
4/19/2024 | Accel Wealth Management | 99,208 | $1.07M | 0.5% | +17.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 128,817 | $1.39M | 0.0% | -84.3% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 21,136 | $228K | 0.0% | +56.3% | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 259,076 | $2.80M | 0.1% | +5.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 17,558 | $189K | 0.0% | -90.8% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 13,943 | $151K | 0.0% | N/A | 0.000% | |
3/25/2024 | Quadrature Capital Ltd | 36,946 | $404K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 76,764 | $837K | 0.0% | -43.8% | 0.000% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
2/14/2024 | Valley Financial Group Inc. | 35,431 | $387K | 0.3% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 15,000 | $164K | 0.0% | -94.8% | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 19,209 | $210K | 0.0% | +15.9% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 163,700 | $1.79M | 0.0% | -9.9% | 0.000% | |
2/12/2024 | Legacy Advisors LLC | 10,074 | $110K | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 124,342 | $1.36M | 0.1% | -4.4% | 0.000% | |
2/9/2024 | CreativeOne Wealth LLC | 16,309 | $178K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 956,389 | $10.43M | 0.0% | -4.0% | 0.000% | |
2/7/2024 | Selway Asset Management | 115,515 | $1.26M | 0.5% | -3.7% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 167,786 | $1.83M | 0.0% | +0.7% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 54,762 | $597K | 0.6% | -29.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 21,076 | $230K | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,304 | $123K | 0.0% | N/A | 0.000% | |
2/1/2024 | First National Bank Sioux Falls | 110,961 | $1.21M | 0.6% | -17.5% | 0.000% | |
1/31/2024 | First National Bank & Trust Co. of Newtown | 79,435 | $867K | 0.2% | -2.2% | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 37,246 | $406K | 0.1% | -8.7% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 111,752 | $1.22M | 0.3% | +25.8% | 0.000% | |
1/29/2024 | Ellis Investment Partners LLC | 65,063 | $710K | 0.2% | +4.5% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 822,247 | $8.97M | 0.0% | -9.1% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 191,558 | $2.09M | 0.0% | +887.4% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 63,609 | $694K | 0.0% | N/A | 0.000% | |
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1/24/2024 | International Assets Investment Management LLC | 17,558 | $191.56M | 0.0% | -9.5% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 77,957 | $851K | 0.1% | +35.7% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 27,949 | $305K | 0.2% | -5.4% | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 32,711 | $357K | 0.2% | +27.0% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 91,592 | $999K | 0.9% | +8.1% | 0.000% | |
1/19/2024 | Atlantic Union Bankshares Corp | 13,521 | $148K | 0.0% | +20.5% | 0.000% | |
1/18/2024 | Accel Wealth Management | 84,814 | $925K | 0.5% | +36.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 209,930 | $2.29M | 0.0% | -8.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,022,092 | $11.15M | 0.0% | +8.4% | 0.000% | |
1/12/2024 | Clarity Financial LLC | 55,636 | $607K | 0.1% | -31.6% | 0.000% | |
1/8/2024 | Bartlett & Co. LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 778,169 | $8.49M | 0.2% | +0.6% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 136,470 | $1.36M | 0.0% | -3.3% | 0.000% | |
11/15/2023 | Scotia Capital Inc. | 16,572 | $165K | 0.0% | +11.7% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 88,817 | $883K | 0.2% | +255.1% | 0.000% | |
11/13/2023 | Stifel Financial Corp | 369,587 | $3.67M | 0.0% | +4.2% | 0.000% | |
11/13/2023 | LPL Financial LLC | 756,228 | $7.52M | 0.0% | +1.6% | 0.000% | |
11/9/2023 | Karpus Management Inc. | 289,497 | $2.88M | 0.1% | -32.0% | 0.000% | |
11/9/2023 | UBS Group AG | 995,765 | $9.90M | 0.0% | +8.9% | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 130,000 | $1.29M | 0.1% | -1.1% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,945 | $139K | 0.0% | -17.9% | 0.000% | |
11/7/2023 | Oder Investment Management LLC | 77,323 | $769K | 0.8% | -3.7% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 5,280 | $52K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 166,556 | $1.66M | 0.0% | +1.6% | 0.000% | |
11/2/2023 | Selway Asset Management | 120,015 | $1.19M | 0.5% | -7.3% | 0.000% | |
11/1/2023 | Ellis Investment Partners LLC | 62,272 | $619K | 0.2% | -2.9% | 0.000% | |
11/1/2023 | Selway Asset Management | 118,015 | $1.09M | 0.5% | -8.8% | 0.000% | |
10/30/2023 | Melfa Wealth Management LLC | 84,720 | $842K | 0.8% | +31.1% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 904,642 | $8.99M | 0.0% | -12.0% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 230,238 | $2.29M | 0.0% | +2.2% | 0.000% | |
10/24/2023 | Raymond James & Associates | 943,035 | $9.37M | 0.0% | +12.6% | 0.000% | |
10/24/2023 | Pinnacle Associates Ltd. | 14,211 | $141K | 0.0% | -14.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 113,369 | $1.13M | 0.0% | +59.4% | 0.000% | |
10/20/2023 | Camelot Portfolios LLC | 25,763 | $256K | 0.2% | -38.1% | 0.000% | |
10/20/2023 | Accel Wealth Management | 62,224 | $619K | 0.3% | -4.6% | 0.000% | |
10/20/2023 | Family Firm Inc. | 232,751 | $2.31M | 0.6% | +1.8% | 0.000% | |
10/18/2023 | Clarity Financial LLC | 81,293 | $808K | 0.1% | -24.8% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 773,527 | $7.69M | 0.2% | +6.7% | 0.000% | |
10/13/2023 | Sanders Morris Harris LLC | 13,943 | $139K | 0.0% | -65.3% | 0.000% | |
10/12/2023 | First National Bank Sioux Falls | 134,500 | $1.34M | 0.8% | -5.9% | 0.000% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 245,673 | $2.44M | 0.1% | -2.7% | 0.000% | |
10/5/2023 | Sanders Morris Harris LLC | 13,943 | $139K | 0.0% | -65.3% | 0.000% | |
10/4/2023 | International Assets Investment Management LLC | 19,400 | $191K | 0.0% | +10.9% | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 131,425 | $1.40M | 0.1% | -2.6% | 0.000% | |
8/11/2023 | Karpus Management Inc. | 425,638 | $4.53M | 0.1% | -2.9% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 275,043 | $2.93M | 0.0% | -5.7% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 163,937 | $1.74M | 0.0% | +4.5% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 1,612,950 | $17.16M | 0.4% | +1.5% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 17,373 | $185K | 0.0% | -36.6% | 0.000% | |
8/9/2023 | Oder Investment Management LLC | 80,253 | $854K | 0.9% | -3.1% | 0.000% | |
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8/7/2023 | Ellis Investment Partners LLC | 64,156 | $683K | 0.2% | +17.5% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 68,325 | $727K | 0.0% | -14.0% | 0.000% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 252,385 | $2.69M | 0.1% | -9.9% | 0.000% | |
7/31/2023 | LPL Financial LLC | 744,122 | $7.92M | 0.0% | +8.2% | 0.000% | |
7/31/2023 | First National Bank & Trust Co. of Newtown | 84,429 | $898K | 0.2% | -1.8% | 0.000% | |
7/28/2023 | Waterfront Wealth Inc. | 37,929 | $406K | 0.1% | -15.0% | 0.000% | |
7/28/2023 | Private Trust Co. NA | 57,453 | $611K | 0.1% | +2.1% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 141,185 | $1.50M | 0.0% | -4.5% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 16,983 | $181K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 225,197 | $2.40M | 0.0% | +8.5% | 0.000% | |