5/8/2024 | Semus Wealth Partners LLC | 57,638 | $915K | 0.8% | -7.2% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,329 | $164K | 0.0% | N/A | 0.000% | |
5/7/2024 | Primoris Wealth Advisors LLC | 20,750 | $330K | 0.3% | -6.7% | 0.000% | |
5/6/2024 | ORG Partners LLC | 3,260 | $51K | 0.1% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 54,153 | $860K | 0.0% | +2.1% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 161,378 | $2.56M | 0.1% | N/A | 0.000% | |
|
4/25/2024 | Cambridge Investment Research Advisors Inc. | 109,332 | $1.74M | 0.0% | +6.7% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 11,708 | $176K | 0.0% | N/A | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 15,697 | $235K | 0.0% | -9.1% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 79,343 | $1.19M | 0.0% | -2.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 51,780 | $777K | 0.0% | +447.2% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 102,467 | $1.54M | 0.0% | -0.9% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 219,801 | $3.42M | 0.1% | +12.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,033 | $795K | 0.0% | -2.5% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 6,205 | $93K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 81,132 | $1.22M | 0.0% | +9.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,955 | $179K | 0.0% | -9.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 49,007 | $735K | 0.0% | +75.2% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 12,604 | $189K | 0.0% | -24.1% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 11,583 | $174K | 0.0% | -15.4% | 0.000% | |
1/25/2024 | E&G Advisors LP | 83,665 | $1.26M | 0.4% | -6.5% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/23/2024 | Midwest Heritage Bank FSB | 19,162 | $287K | 0.2% | -5.1% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 39,724 | $596K | 0.0% | -7.8% | 0.000% | |
1/18/2024 | West Oak Capital LLC | 3,100 | $47K | 0.0% | -24.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 200,924 | $3.01M | 0.0% | -2.0% | 0.000% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 316,477 | $4.75M | 0.4% | +20.7% | 0.000% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 14,190 | $205K | 0.1% | -8.2% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 13,696 | $198K | 0.0% | -6.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 405,230 | $5.86M | 0.0% | +35.2% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 10,356 | $150K | 0.0% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 385,876 | $5.58M | 0.0% | -10.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 20,659 | $298K | 0.0% | +35.3% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 27,980 | $405K | 0.0% | -34.5% | 0.000% | |
11/8/2023 | SMH Capital Advisors Inc. | 12,884 | $186K | 0.4% | -26.4% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 5,796 | $83K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 73,872 | $1.07M | 0.0% | +4.7% | 0.000% | |
10/31/2023 | Primoris Wealth Advisors LLC | 12,000 | $174K | 0.2% | N/A | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 19,485 | $282K | 0.0% | -8.8% | 0.000% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 205,017 | $2.97M | 0.0% | +2.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 174,452 | $2.52M | 0.0% | +3.5% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 103,425 | $1.50M | 0.0% | +24.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 34,518 | $499K | 0.0% | +4.0% | 0.000% | |
10/20/2023 | Sunesis Advisors LLC | 24,490 | $354K | 0.3% | N/A | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 43,082 | $623K | 0.0% | -27.3% | 0.000% | |
10/12/2023 | Sound Income Strategies LLC | 2,900 | $42K | 0.0% | N/A | 0.000% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 262,135 | $3.79M | 0.4% | +2.7% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 195,791 | $2.83M | 0.1% | +16.4% | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 199,201 | $2.86M | 0.1% | +7.0% | 0.000% | |
8/11/2023 | LaSalle St. Investment Advisors LLC | 15,462 | $222K | 0.1% | -22.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 43,480 | $625K | 0.0% | -29.5% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 70,542 | $1.01M | 0.0% | -4.9% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 63,536 | $913K | 0.0% | +4.1% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 120,302 | $1.73M | 0.0% | +2.1% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 42,749 | $614K | 0.0% | +116.1% | 0.000% | |
8/2/2023 | Houlihan Financial Resource Group Ltd. | 19,200 | $281K | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 11,332 | $163K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 299,616 | $4.31M | 0.0% | +119.3% | 0.000% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 255,135 | $3.67M | 0.4% | +2.7% | 0.000% | |
7/26/2023 | Midwest Heritage Bank FSB | 20,200 | $290K | 0.2% | -11.5% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 199,986 | $2.87M | 0.0% | -2.2% | 0.000% | |
7/25/2023 | Raymond James & Associates | 168,598 | $2.42M | 0.0% | -1.3% | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 59,242 | $851K | 0.0% | -5.4% | 0.000% | |
7/19/2023 | Foundations Investment Advisors LLC | 168,226 | $2.42M | 0.1% | N/A | 0.000% | |
7/18/2023 | Stratos Wealth Partners LTD. | 21,359 | $307K | 0.0% | +9.6% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 83,366 | $1.20M | 0.0% | +1.5% | 0.000% | |
7/7/2023 | First Citizens Financial Corp | 15,603 | $224K | 0.2% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 61,675 | $900K | 0.0% | +23.0% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 74,158 | $1.08M | 0.0% | N/A | 0.000% | |
5/9/2023 | Wealthspire Advisors LLC | 65,000 | $948K | 0.0% | -34.1% | 0.000% | |
5/3/2023 | Syverson Strege & Co | 2,147 | $31K | 0.0% | +524.1% | 0.000% | |
4/27/2023 | Sunesis Advisors LLC | 27,240 | $397K | 0.3% | N/A | 0.000% | |
4/25/2023 | Cyndeo Wealth Partners LLC | 248,504 | $3.63M | 0.4% | +96.4% | 0.000% | |
4/24/2023 | Semus Wealth Partners LLC | 61,063 | $891K | 1.0% | -4.2% | 0.000% | |
4/21/2023 | Cyndeo Wealth Partners LLC | 248,504 | $1.83M | 0.2% | +96.4% | 0.000% | |
4/20/2023 | Midwest Heritage Bank FSB | 22,812 | $333K | 0.3% | -5.7% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,900 | $28K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 204,477 | $2.98M | 0.0% | +305.1% | 0.000% | |
4/14/2023 | Raymond James & Associates | 170,789 | $2.49M | 0.0% | +2.7% | 0.000% | |
4/6/2023 | Wiley BROS. Aintree Capital LLC | 10,202 | $149K | 0.1% | -29.0% | 0.000% | |
2/17/2023 | LaSalle St. Investment Advisors LLC | 19,963 | $283K | 0.1% | N/A | 0.000% | |
2/14/2023 | Penserra Capital Management LLC | 256,894 | $3.65M | 0.1% | +9.9% | 0.000% | |
2/10/2023 | Evoke Wealth LLC | 87,966 | $1.25M | 0.0% | -4.6% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 12,925 | $184K | 0.0% | +7.7% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 9,300 | $132K | 0.0% | N/A | 0.000% | |
2/9/2023 | First Trust Advisors LP | 77,967 | $1.11M | 0.0% | -1.9% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 50,479 | $717K | 0.0% | -12.9% | 0.000% | |
2/8/2023 | Coastal Bridge Advisors LLC | 10,013 | $142K | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James & Associates | 166,319 | $2.36M | 0.0% | +2.8% | 0.000% | |
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2/8/2023 | UBS Group AG | 443,945 | $6.31M | 0.0% | -8.5% | 0.000% | |
2/8/2023 | Thrivent Financial for Lutherans | 156,182 | $2.22M | 0.0% | -2.3% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 81,237 | $1.15M | 0.0% | +110.9% | 0.000% | |
2/8/2023 | Semus Wealth Partners LLC | 63,772 | $906K | 1.1% | N/A | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 16,782 | $238K | 0.0% | -13.0% | 0.000% | |
2/7/2023 | LPL Financial LLC | 135,720 | $1.93M | 0.0% | -15.8% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 87,200 | $1.24M | 0.0% | -3.7% | 0.000% | |
2/3/2023 | Sugarloaf Wealth Management LLC | 4,652 | $66K | 0.0% | -200.0% | 0.000% | |
1/25/2023 | Cyndeo Wealth Partners LLC | 126,539 | $1.80M | 0.2% | N/A | 0.000% | |
1/23/2023 | Sargent Bickham Lagudis LLC | 2,115 | $30K | 0.0% | N/A | 0.000% | |