4/30/2024 | Commonwealth Equity Services LLC | 201,508 | $1.32M | 0.0% | -2.1% | 0.423% | |
4/27/2024 | Phoenix Wealth Advisors | 12,284 | $80K | 0.0% | N/A | 0.026% | |
4/11/2024 | RFG Advisory LLC | 23,757 | $155K | 0.0% | +32.4% | 0.050% | |
3/27/2024 | Nomura Holdings Inc. | 17,887 | $114K | 0.0% | N/A | 0.038% | |
2/22/2024 | Napa Wealth Management | 30,944 | $196K | 0.1% | N/A | 0.065% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 13,468 | $86K | 0.1% | N/A | 0.028% | |
|
2/5/2024 | Kestra Private Wealth Services LLC | 10,516 | $67K | 0.0% | N/A | 0.022% | |
2/5/2024 | Van ECK Associates Corp | 261,713 | $1.66M | 0.0% | +45.5% | 0.549% | |
2/2/2024 | Truist Financial Corp | 18,250 | $116K | 0.0% | +32.7% | 0.038% | |
1/29/2024 | Genesee Capital Advisors LLC | 17,830 | $113K | 0.1% | N/A | 0.037% | |
1/26/2024 | Financial Counselors Inc. | 43,009 | $273K | 0.0% | N/A | 0.090% | |
1/22/2024 | Silverlake Wealth Management LLC | 16,857 | $107K | 0.1% | -31.1% | 0.035% | |
1/22/2024 | Melfa Wealth Management LLC | 75,200 | $478K | 0.4% | +5.0% | 0.158% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 139,275 | $884K | 0.0% | +3.3% | 0.292% | |
1/16/2024 | Raymond James & Associates | 91,826 | $583K | 0.0% | +29.2% | 0.193% | |
1/12/2024 | Advisor Resource Council | 69,162 | $439K | 0.1% | N/A | 0.145% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 19,557 | $114K | 0.0% | +24.9% | 0.041% | |
11/30/2023 | Modera Wealth Management LLC | 15,763 | $92K | 0.0% | N/A | 0.033% | |
11/9/2023 | UBS Group AG | 403,621 | $2.35M | 0.0% | +442.9% | 0.847% | |
11/8/2023 | HighTower Advisors LLC | 48,527 | $282K | 0.0% | -5.3% | 0.102% | |
11/8/2023 | Van ECK Associates Corp | 179,883 | $1.05M | 0.0% | -1.0% | 0.378% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 134,834 | $783K | 0.0% | -22.0% | 0.283% | |
10/23/2023 | Commonwealth Equity Services LLC | 369,985 | $2.15M | 0.0% | -15.4% | 0.777% | |
9/12/2023 | Farther Finance Advisors LLC | 5,569 | $35K | 0.0% | N/A | 0.012% | |
8/11/2023 | Fairhaven Wealth Management LLC | 18,450 | $115K | 0.0% | N/A | 0.039% | |
8/11/2023 | Guggenheim Capital LLC | 604,679 | $3.77M | 0.0% | -16.7% | 1.270% | |
8/10/2023 | Commonwealth Equity Services LLC | 437,424 | $2.73M | 0.0% | -5.3% | 0.918% | |
8/10/2023 | Cetera Advisor Networks LLC | 371,194 | $2.32M | 0.0% | +4.7% | 0.779% | |
8/8/2023 | Prospera Financial Services Inc | 13,776 | $86K | 0.0% | N/A | 0.029% | |
8/3/2023 | Van ECK Associates Corp | 181,762 | $1.13M | 0.0% | +10.0% | 0.382% | |
8/1/2023 | Kistler Tiffany Companies LLC | 6,273 | $39K | 0.0% | N/A | 0.013% | |
7/31/2023 | LPL Financial LLC | 195,199 | $1.22M | 0.0% | +32.3% | 0.410% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 172,923 | $1.08M | 0.0% | +14.9% | 0.363% | |
7/20/2023 | Keudell Morrison Wealth Management | 18,395 | $115K | 0.0% | -21.7% | 0.039% | |
5/11/2023 | Commonwealth Equity Services LLC | 461,993 | $3.07M | 0.0% | +1.5% | 0.971% | |
5/11/2023 | Guggenheim Capital LLC | 726,091 | $4.82M | 0.0% | -16.8% | 1.525% | |
5/9/2023 | RFG Advisory LLC | 17,548 | $117K | 0.0% | N/A | 0.037% | |
5/3/2023 | Van ECK Associates Corp | 165,186 | $1.10M | 0.0% | -1.3% | 0.347% | |
4/27/2023 | Stratos Wealth Partners LTD. | 13,270 | $88K | 0.0% | -54.2% | 0.028% | |
4/20/2023 | Melfa Wealth Management LLC | 70,707 | $469K | 0.5% | -4.8% | 0.149% | |
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4/18/2023 | Keudell Morrison Wealth Management | 23,495 | $156K | 0.0% | -32.9% | 0.049% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 150,560 | $1M | 0.0% | +4.2% | 0.316% | |
4/14/2023 | Raymond James & Associates | 70,303 | $467K | 0.0% | +6.4% | 0.148% | |
3/6/2023 | Rockefeller Capital Management L.P. | 47,579 | $296K | 0.0% | +9.1% | 0.100% | |
2/10/2023 | Fairhaven Wealth Management LLC | 18,450 | $115K | 0.0% | N/A | 0.039% | |
2/10/2023 | Advisor Group Holdings Inc. | 327,269 | $2.04M | 0.0% | -7.6% | 0.688% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 144,538 | $902K | 0.0% | -9.3% | 0.304% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 29,062 | $181K | 0.0% | +6.0% | 0.061% | |
2/8/2023 | Van ECK Associates Corp | 167,373 | $1.04M | 0.0% | +13.3% | 0.352% | |
2/7/2023 | Commonwealth Equity Services LLC | 455,208 | $2.84M | 0.0% | +10.2% | 0.956% | |
2/7/2023 | LPL Financial LLC | 168,240 | $1.05M | 0.0% | +50.5% | 0.353% | |
1/31/2023 | Melfa Wealth Management LLC | 74,273 | $463K | 0.5% | N/A | 0.156% | |
1/30/2023 | James Investment Research Inc. | 5,160 | $32K | 0.0% | N/A | 0.011% | |
1/20/2023 | Keudell Morrison Wealth Management | 34,995 | $218K | 0.1% | -16.6% | 0.074% | |
1/20/2023 | V Wealth Advisors LLC | 20,005 | $125K | 0.0% | N/A | 0.042% | |
1/6/2023 | Insight Wealth Strategies LLC | 36,971 | $231K | 0.0% | -12.6% | 0.078% | |
11/22/2022 | IHT Wealth Management LLC | 88,995 | $522K | 0.0% | +3.1% | 0.187% | |
11/15/2022 | Commonwealth Equity Services LLC | 413,109 | $2.42M | 0.0% | +15.3% | 0.868% | |
11/14/2022 | United Capital Financial Advisers LLC | 33,808 | $198K | 0.0% | -15.2% | 0.071% | |
11/14/2022 | Guggenheim Capital LLC | 1,049,877 | $6.15M | 0.1% | +14.7% | 2.206% | |
11/4/2022 | Lincoln National Corp | 18,746 | $110K | 0.0% | N/A | 0.039% | |
11/2/2022 | Rockefeller Capital Management L.P. | 43,597 | $255K | 0.0% | +52.5% | 0.092% | |
10/27/2022 | Van ECK Associates Corp | 147,663 | $865K | 0.0% | -2.3% | 0.310% | |
10/25/2022 | Raymond James & Associates | 50,659 | $297K | 0.0% | -11.8% | 0.106% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 159,300 | $934K | 0.0% | +91.7% | 0.335% | |
10/24/2022 | Stratos Wealth Partners LTD. | 28,888 | $169K | 0.0% | -53.2% | 0.061% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 27,412 | $161K | 0.0% | -29.4% | 0.058% | |
10/12/2022 | Keudell Morrison Wealth Management | 41,937 | $246K | 0.1% | +45.9% | 0.088% | |
8/12/2022 | United Capital Financial Advisers LLC | 39,859 | $257K | 0.0% | -6.1% | 0.084% | |
8/11/2022 | Cetera Advisor Networks LLC | 253,546 | $1.64M | 0.0% | -0.8% | 0.533% | |
8/8/2022 | Baird Financial Group Inc. | 31,660 | $204K | 0.0% | +15.0% | 0.067% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 125,542 | $810K | 0.0% | -45.0% | 0.264% | |
8/3/2022 | Van ECK Associates Corp | 151,152 | $975K | 0.0% | -20.9% | 0.318% | |
7/27/2022 | Advisor Resource Council | 45,962 | $296K | 0.0% | N/A | 0.097% | |
7/22/2022 | Stratos Wealth Partners LTD. | 61,699 | $398K | 0.0% | +8.0% | 0.130% | |
7/19/2022 | Commonwealth Equity Services LLC | 358,206 | $2.31M | 0.0% | +1.8% | 0.753% | |
7/18/2022 | Keudell Morrison Wealth Management | 28,752 | $185K | 0.1% | N/A | 0.060% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 38,809 | $250K | 0.0% | +21.0% | 0.082% | |
5/12/2022 | Cetera Advisor Networks LLC | 255,641 | $1.82M | 0.0% | +4.0% | 0.538% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 10,313 | $73K | 0.0% | N/A | 0.022% | |
5/10/2022 | Western Wealth Management LLC | 14,434 | $102K | 0.0% | N/A | 0.030% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 228,138 | $1.62M | 0.0% | -3.0% | 0.480% | |
5/4/2022 | Advisor Group Holdings Inc. | 371,894 | $2.61M | 0.0% | -1.4% | 0.782% | |
5/4/2022 | Commonwealth Equity Services LLC | 351,834 | $2.50M | 0.0% | +3.7% | 0.740% | |
4/26/2022 | Stratos Wealth Partners LTD. | 57,118 | $406K | 0.0% | N/A | 0.120% | |
4/12/2022 | Bromfield Sneider Wealth Advisors | 13,050 | $93K | 0.1% | N/A | 0.027% | |
2/14/2022 | Guggenheim Capital LLC | 597,571 | $4.78M | 0.0% | +21.6% | 1.257% | |
2/14/2022 | IHT Wealth Management LLC | 99,890 | $799K | 0.1% | +6.8% | 0.210% | |
2/11/2022 | Advisor Resource Council | 37,084 | $297K | 0.0% | N/A | 0.078% | |
2/9/2022 | Baird Financial Group Inc. | 17,949 | $144K | 0.0% | -20.4% | 0.038% | |
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2/3/2022 | Advisor Group Holdings Inc. | 377,042 | $3.02M | 0.0% | -16.3% | 0.793% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 235,132 | $1.88M | 0.0% | +6.2% | 0.494% | |
1/31/2022 | Commonwealth Equity Services LLC | 339,306 | $2.71M | 0.0% | -0.4% | 0.714% | |
1/28/2022 | National Asset Management Inc. | 15,977 | $128K | 0.0% | +19.8% | 0.034% | |
1/26/2022 | Van ECK Associates Corp | 192,084 | $1.54M | 0.0% | +6.9% | 0.404% | |
1/20/2022 | AE Wealth Management LLC | 10,626 | $85K | 0.0% | N/A | 0.022% | |
1/18/2022 | Lindbrook Capital LLC | 40,000 | $320K | 0.0% | N/A | 0.084% | |
12/8/2021 | Moors & Cabot Inc. | 19,400 | $81K | 0.0% | +61.7% | 0.041% | |
11/15/2021 | Guggenheim Capital LLC | 491,359 | $3.91M | 0.0% | +8.5% | 1.033% | |
11/12/2021 | Wolverine Asset Management LLC | 21,688 | $172K | 0.0% | N/A | 0.046% | |