5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 65,458 | $846K | 0.2% | +5.6% | 0.000% | |
5/2/2024 | Graypoint LLC | 172,610 | $2.23M | 0.2% | +2.9% | 0.000% | |
5/1/2024 | Klingman & Associates LLC | 26,033 | $336K | 0.0% | +22.0% | 0.000% | |
5/1/2024 | DecisionPoint Financial LLC | 2,200 | $29K | 0.0% | N/A | 0.000% | |
4/30/2024 | Hartline Investment Corp | 12,920 | $167K | 0.0% | N/A | 0.000% | |
4/30/2024 | Marathon Strategic Advisors LLC | 247,916 | $3.20M | 3.9% | +1.6% | 0.000% | |
|
4/29/2024 | Commonwealth Equity Services LLC | 164,497 | $2.13M | 0.0% | +7.4% | 0.000% | |
4/22/2024 | Byrne Asset Management LLC | 168,367 | $2.18M | 1.5% | -1.1% | 0.000% | |
4/19/2024 | RBA Wealth Management LLC | 12,517 | $162K | 0.1% | -7.7% | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 10,984 | $142K | 0.0% | N/A | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 163,519 | $2.11M | 0.9% | +28.9% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 24,327 | $314K | 0.2% | +16.6% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,024 | $190K | 0.0% | -13.1% | 0.000% | |
2/14/2024 | Jones Road Capital Management L.P. | 229,254 | $2.90M | 0.7% | +59.8% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 320,475 | $4.06M | 0.2% | -23.1% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 13,807 | $175K | 0.1% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 35,807 | $453K | 0.0% | -4.1% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 117,561 | $1.49M | 0.0% | -1.3% | 0.000% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 17,500 | $222K | 0.0% | -39.7% | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 34,654 | $439K | 0.1% | +2.7% | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,735 | $47K | 0.0% | N/A | 0.000% | |
2/5/2024 | Shufro Rose & Co. LLC | 53,555 | $676K | 0.1% | +1.9% | 0.000% | |
2/5/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 61,977 | $785K | 0.2% | +1.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 347,567 | $4.40M | 0.0% | -6.3% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,081 | $457K | 0.0% | -2.7% | 0.000% | |
2/2/2024 | Private Management Group Inc. | 63,166 | $800K | 0.0% | -2.2% | 0.000% | |
2/1/2024 | CWM LLC | 2,883 | $36K | 0.0% | -25.2% | 0.000% | |
1/31/2024 | Andrew Hill Investment Advisors Inc. | 36,134 | $457K | 0.5% | N/A | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 37,344 | $473K | 0.1% | -3.7% | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 12,000 | $152K | 0.0% | N/A | 0.000% | |
1/30/2024 | Kades & Cheifetz LLC | 68,345 | $865K | 0.6% | +12.7% | 0.000% | |
1/29/2024 | Graypoint LLC | 167,664 | $2.12M | 0.2% | +3.0% | 0.000% | |
1/29/2024 | Byrne Asset Management LLC | 170,212 | $2.13M | 1.6% | -39.6% | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 10,379 | $131K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 76,783 | $9.72M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 76,783 | $9.72M | 0.0% | N/A | 0.000% | |
1/23/2024 | Visionary Horizons LLC | 33,820 | $428K | 0.3% | N/A | 0.000% | |
1/19/2024 | Congress Park Capital LLC | 126,813 | $1.61M | 0.8% | +13.2% | 0.000% | |
1/19/2024 | Wagner Wealth Management LLC | 762,535 | $9.65M | 3.2% | +6.4% | 0.000% | |
1/18/2024 | Gradient Investments LLC | 2,000 | $25K | 0.0% | N/A | 0.000% | |
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1/18/2024 | McGlone Suttner Wealth Management Inc. | 2,000 | $25K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 63,004 | $798K | 0.0% | -2.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 32,404 | $410K | 0.0% | +22.0% | 0.000% | |
1/11/2024 | Whitener Capital Management Inc. | 24,800 | $314K | 0.1% | -7.5% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 51,118 | $647K | 0.0% | -3.1% | 0.000% | |
1/2/2024 | Anchor Investment Management LLC | 3,900 | $49K | 0.0% | N/A | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,279 | $218K | 0.0% | -46.1% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 325,694 | $4.11M | 0.1% | +6.0% | 0.000% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,572 | $146K | 0.0% | N/A | 0.000% | |
11/13/2023 | LPL Financial LLC | 652,942 | $8.24M | 0.0% | -19.2% | 0.000% | |
11/13/2023 | Invesco Ltd. | 640,728 | $8.09M | 0.0% | +4.7% | 0.000% | |
11/9/2023 | UBS Group AG | 167,973 | $2.12M | 0.0% | -1.6% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 37,081 | $468K | 0.0% | +11.9% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 41,096 | $519K | 0.3% | +87.6% | 0.000% | |
11/6/2023 | Schechter Investment Advisors LLC | 22,912 | $289K | 0.0% | -38.9% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 8,690 | $109K | 0.0% | N/A | 0.000% | |
11/4/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 61,174 | $772K | 0.3% | +4.8% | 0.000% | |
10/31/2023 | Byrne Asset Management LLC | 281,682 | $3.56M | 2.9% | -3.8% | 0.000% | |
10/30/2023 | Private Management Group Inc. | 64,589 | $815K | 0.0% | -1.9% | 0.000% | |
10/30/2023 | Kades & Cheifetz LLC | 60,659 | $766K | 0.6% | -8.5% | 0.000% | |
10/30/2023 | Melfa Wealth Management LLC | 61,894 | $781K | 0.8% | -9.5% | 0.000% | |
10/27/2023 | Financial Advocates Investment Management | 10,949 | $138K | 0.0% | N/A | 0.000% | |
10/26/2023 | Graypoint LLC | 162,768 | $2.05M | 0.2% | N/A | 0.000% | |
10/26/2023 | Shufro Rose & Co. LLC | 52,550 | $663K | 0.1% | -1.9% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 64,474 | $814K | 0.0% | -6.9% | 0.000% | |
10/24/2023 | Raymond James & Associates | 26,552 | $335K | 0.0% | +15.6% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 53,379 | $674K | 0.0% | -4.5% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 100,737 | $1.27M | 0.0% | +24.4% | 0.000% | |
10/18/2023 | Wagner Wealth Management LLC | 716,640 | $9.04M | 3.3% | +4.0% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 52,767 | $666K | 0.0% | -5.0% | 0.000% | |
10/13/2023 | Congress Park Capital LLC | 111,991 | $1.41M | 0.7% | +8.8% | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 37,882 | $463K | 0.0% | -4.6% | 0.000% | |
8/15/2023 | Jones Road Capital Management L.P. | 143,432 | $1.75M | 1.2% | +38.7% | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 224,000 | $2.74M | 0.2% | -6.3% | 0.000% | |
8/11/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 58,361 | $713K | 0.2% | +5.8% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 759,416 | $9.27M | 0.1% | -5.2% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 118,991 | $1.45M | 0.0% | +10.3% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 327,352 | $4.00M | 0.0% | +7.5% | 0.000% | |
8/8/2023 | Sheaff Brock Investment Advisors LLC | 29,000 | $354K | 0.0% | -23.7% | 0.000% | |
8/8/2023 | Apriem Advisors | 37,989 | $464K | 0.1% | +18.9% | 0.000% | |
8/8/2023 | 9258 Wealth Management LLC | 34,233 | $418K | 0.1% | -4.2% | 0.000% | |
8/7/2023 | Kades & Cheifetz LLC | 66,276 | $809K | 0.6% | +2.2% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 33,124 | $404K | 0.0% | -23.6% | 0.000% | |
8/3/2023 | CWM LLC | 3,823 | $47K | 0.0% | +39.6% | 0.000% | |
8/3/2023 | Shufro Rose & Co. LLC | 53,550 | $654K | 0.1% | -3.3% | 0.000% | |
8/1/2023 | Truist Financial Corp | 356,333 | $4.35M | 0.0% | +1.8% | 0.000% | |
7/31/2023 | LPL Financial LLC | 808,123 | $9.87M | 0.0% | -6.3% | 0.000% | |
7/28/2023 | Waterfront Wealth Inc. | 41,455 | $507K | 0.2% | +18.6% | 0.000% | |
7/28/2023 | Wagner Wealth Management LLC | 689,354 | $8.42M | 3.2% | +18.8% | 0.000% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 32,043 | $391K | 0.0% | -18.2% | 0.000% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 69,241 | $845K | 0.0% | +9.5% | 0.000% | |
7/25/2023 | Raymond James & Associates | 22,970 | $280K | 0.0% | +16.1% | 0.000% | |
7/21/2023 | Byrne Asset Management LLC | 292,797 | $3.58M | 2.3% | -1.4% | 0.000% | |
7/18/2023 | Melfa Wealth Management LLC | 68,391 | $835K | 0.8% | -1.2% | 0.000% | |
7/17/2023 | Claybrook Capital LLC | 12,650 | $154K | 0.1% | N/A | 0.000% | |
7/14/2023 | Congress Park Capital LLC | 102,913 | $1.26M | 0.6% | -3.0% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 55,920 | $683K | 0.0% | +6.6% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 55,533 | $678K | 0.0% | -3.2% | 0.000% | |
5/17/2023 | Wagner Wealth Management LLC | 580,273 | $6.79M | 3.1% | +19.3% | 0.000% | |
5/15/2023 | Relative Value Partners Group LLC | 1,329,890 | $15.56M | 1.1% | -4.4% | 0.000% | |