5/1/2024 | Janney Montgomery Scott LLC | 27,837 | $1.15M | 0.0% | +8.3% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 47,823 | $1.98M | 0.0% | -2.7% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 52,365 | $2.17M | 0.0% | +4.5% | 0.000% | |
4/22/2024 | PFG Investments LLC | 19,112 | $792K | 0.0% | N/A | 0.000% | |
4/12/2024 | Nova R Wealth Inc. | 357,869 | $14.83M | 7.7% | -5.3% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 26,279 | $1.19M | 0.1% | -1.2% | 0.000% | |
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2/13/2024 | Karpus Management Inc. | 18,003 | $728K | 0.0% | N/A | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 118,744 | $4.80M | 0.7% | +15.4% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 171,742 | $6.95M | 0.5% | +95.0% | 0.000% | |
2/9/2024 | Founders Financial Alliance LLC | 10,174 | $412K | 0.2% | -4.2% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 50,106 | $2.03M | 0.0% | +0.8% | 0.000% | |
2/9/2024 | L.M. Kohn & Company | 7,782 | $315K | 0.1% | +9.9% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 393,056 | $15.90M | 0.0% | +10.6% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 25,715 | $1.04M | 0.0% | +3.2% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 26,602 | $1.08M | 0.1% | -5.7% | 0.000% | |
2/7/2024 | Summa Corp. | 13,047 | $528K | 0.4% | N/A | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 12,575 | $509K | 0.0% | -8.0% | 0.000% | |
2/2/2024 | Truist Financial Corp | 5,255 | $213K | 0.0% | N/A | 0.000% | |
2/1/2024 | Diversified LLC | 11,825 | $478K | 0.1% | -3.4% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 16,822 | $681K | 0.2% | +85.5% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 983 | $40K | 0.0% | -29.4% | 0.000% | |
1/25/2024 | HBK Sorce Advisory LLC | 6,125 | $248K | 0.0% | +4.2% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 19,281 | $7.80M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 19,281 | $7.80M | 0.0% | N/A | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 11,745 | $475K | 0.4% | -4.8% | 0.000% | |
1/23/2024 | Farmers & Merchants Investments Inc. | 1,000 | $40K | 0.0% | N/A | 0.000% | |
1/19/2024 | Nova R Wealth Inc. | 377,766 | $15.28M | 9.6% | -5.6% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 22,205 | $898K | 0.0% | -10.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 40,673 | $1.65M | 0.0% | +3.5% | 0.000% | |
1/11/2024 | Raymond James Trust N.A. | 20,387 | $825K | 0.0% | +34.8% | 0.000% | |
11/16/2023 | Owen LaRue LLC | 11,926 | $467K | 0.5% | -9.1% | 0.000% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 780 | $31K | 0.0% | N/A | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 88,092 | $3.45M | 0.3% | N/A | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 9,067 | $355K | 0.1% | +36.0% | 0.000% | |
11/13/2023 | Invesco Ltd. | 184,517 | $7.22M | 0.0% | +20.9% | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 12,887 | $505K | 0.0% | -52.2% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 25,635 | $1.00M | 0.0% | -17.8% | 0.000% | |
11/9/2023 | UBS Group AG | 114,996 | $4.50M | 0.0% | +35.0% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 37,398 | $1.47M | 0.0% | -1.9% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 24,906 | $975K | 0.0% | +2.2% | 0.000% | |
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11/8/2023 | Atria Wealth Solutions Inc. | 14,308 | $560K | 0.0% | -23.0% | 0.000% | |
11/8/2023 | Landscape Capital Management L.L.C. | 5,668 | $222K | 0.0% | -51.6% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 6,105 | $239K | 0.0% | -8.6% | 0.000% | |
11/6/2023 | HBK Sorce Advisory LLC | 5,876 | $230K | 0.0% | +7.0% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 28,211 | $1.10M | 0.1% | N/A | 0.000% | |
10/31/2023 | Primoris Wealth Advisors LLC | 7,235 | $283K | 0.3% | -9.4% | 0.000% | |
10/31/2023 | Semus Wealth Partners LLC | 12,337 | $483K | 0.4% | -6.3% | 0.000% | |
10/27/2023 | Alterity Financial Group LLC | 9,346 | $366K | 0.6% | -25.1% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 24,731 | $968K | 0.0% | -6.8% | 0.000% | |
10/24/2023 | Raymond James & Associates | 39,298 | $1.54M | 0.0% | +1.8% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 49,696 | $1.95M | 0.0% | +1.4% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,360 | $1.74M | 0.0% | +7.5% | 0.000% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 13,675 | $535K | 0.0% | +12.5% | 0.000% | |
10/19/2023 | Nova R Wealth Inc. | 400,376 | $15.68M | 10.8% | -2.5% | 0.000% | |
10/12/2023 | AdvisorNet Financial Inc | 780 | $31K | 0.0% | N/A | 0.000% | |
10/11/2023 | Geneos Wealth Management Inc. | 1,392 | $54K | 0.0% | -29.2% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 15,316 | $600K | 0.0% | N/A | 0.000% | |
8/11/2023 | Kestra Advisory Services LLC | 31,176 | $1.27M | 0.0% | +27.5% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 11,719 | $476K | 0.1% | N/A | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 41,274 | $1.68M | 0.0% | +17.6% | 0.000% | |
8/8/2023 | L.M. Kohn & Company | 7,074 | $287K | 0.1% | N/A | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 26,985 | $1.10M | 0.0% | N/A | 0.000% | |
8/4/2023 | HBK Sorce Advisory LLC | 5,490 | $223K | 0.0% | -60.2% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 18,571 | $755K | 0.0% | -62.7% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 6,680 | $271K | 0.0% | +6.5% | 0.000% | |
8/2/2023 | Nemes Rush Group LLC | 900 | $37K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 67,784 | $2.76M | 0.0% | -2.6% | 0.000% | |
7/27/2023 | Nova R Wealth Inc. | 410,736 | $16.69M | 11.2% | -9.7% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 24,381 | $991K | 0.0% | -3.4% | 0.000% | |
7/26/2023 | Diversified LLC | 12,412 | $504K | 0.1% | -3.6% | 0.000% | |
7/25/2023 | Raymond James & Associates | 38,611 | $1.57M | 0.0% | +2.5% | 0.000% | |
7/20/2023 | Cornerstone Advisory LLC | 88,503 | $3.60M | 0.6% | +3.8% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 49,014 | $1.99M | 0.0% | -1.3% | 0.000% | |
7/7/2023 | SOA Wealth Advisors LLC. | 3,290 | $134K | 0.0% | -29.1% | 0.000% | |
5/22/2023 | Arete Wealth Advisors LLC | 12,177 | $510K | 0.0% | N/A | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 49,635 | $2.08M | 0.0% | -3.2% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 13,403 | $561K | 0.0% | +43.3% | 0.000% | |
5/10/2023 | Oppenheimer & Co. Inc. | 6,271 | $263K | 0.0% | +6.0% | 0.000% | |
5/10/2023 | LPL Financial LLC | 69,587 | $2.91M | 0.0% | +12.5% | 0.000% | |
5/5/2023 | Alterity Financial Group LLC | 12,286 | $514K | 0.8% | -2.3% | 0.000% | |
5/4/2023 | Cornerstone Advisory LLC | 85,260 | $3.57M | 0.6% | +17.4% | 0.000% | |
5/1/2023 | Arete Wealth Advisors LLC | 12,177 | $509.75B | 0.0% | N/A | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 25,248 | $1.06M | 0.0% | -5.6% | 0.000% | |
4/27/2023 | Simplicity Solutions LLC | 14,281 | $598K | 0.0% | N/A | 0.000% | |
4/25/2023 | Eudaimonia Partners LLC | 9,833 | $412K | 0.1% | +6.6% | 0.000% | |
4/24/2023 | Diversified LLC | 12,870 | $539K | 0.2% | -17.1% | 0.000% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,900 | $80K | 0.0% | N/A | 0.000% | |
4/17/2023 | Nova R Wealth Inc. | 455,058 | $19.05M | 12.9% | +0.2% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 26,511 | $1.11M | 0.0% | +4.1% | 0.000% | |
4/14/2023 | Raymond James & Associates | 37,656 | $1.58M | 0.0% | +2.1% | 0.000% | |
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3/6/2023 | Rockefeller Capital Management L.P. | 17,241 | $751K | 0.0% | -34.1% | 0.000% | |
2/14/2023 | Alpine Global Management LLC | 7,890 | $344K | 0.1% | N/A | 0.000% | |
2/13/2023 | Diversified LLC | 15,534 | $677K | 0.3% | -2.1% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 49,783 | $2.17M | 0.0% | -3.4% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 90,013 | $3.92M | 0.0% | +81.7% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 1,734 | $76K | 0.0% | N/A | 0.000% | |
2/9/2023 | HBK Sorce Advisory LLC | 12,704 | $554K | 0.0% | +141.9% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 38,273 | $1.67M | 0.0% | -7.3% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 25,465 | $1.11M | 0.0% | -2.3% | 0.000% | |
2/8/2023 | UBS Group AG | 65,127 | $2.84M | 0.0% | -60.1% | 0.000% | |