5/9/2024 | Blair William & Co. IL | 4,115 | $217K | 0.0% | -8.2% | 0.062% | |
5/9/2024 | Koshinski Asset Management Inc. | 10,605 | $558K | 0.1% | -45.9% | 0.159% | |
5/7/2024 | NTV Asset Management LLC | 17,312 | $911K | 0.1% | N/A | 0.260% | |
5/7/2024 | Oppenheimer & Co. Inc. | 18,062 | $951K | 0.0% | -2.0% | 0.272% | |
4/29/2024 | Commonwealth Equity Services LLC | 65,448 | $3.45M | 0.0% | +0.7% | 0.984% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,658 | $298K | 0.0% | N/A | 0.085% | |
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4/25/2024 | MTM Investment Management LLC | 1,008 | $53K | 0.0% | N/A | 0.015% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 200,348 | $10.55M | 0.0% | +15.6% | 3.013% | |
4/19/2024 | Tempus Wealth Planning LLC | 5,746 | $302K | 0.1% | -32.6% | 0.086% | |
4/15/2024 | Brookstone Capital Management | 24,127 | $1.27M | 0.0% | +3.7% | 0.363% | |
4/12/2024 | Mechanics Bank Trust Department | 4,075 | $215K | 0.0% | N/A | 0.061% | |
2/15/2024 | Biltmore Family Office LLC | 54,532 | $2.53M | 0.5% | -14.6% | 0.551% | |
2/14/2024 | Prudential PLC | 38,710 | $1.82M | 0.0% | +7.1% | 0.391% | |
2/12/2024 | Scotia Capital Inc. | 11,918 | $553K | 0.0% | -18.3% | 0.120% | |
2/12/2024 | Laidlaw Wealth Management LLC | 8,870 | $412K | 0.1% | -34.9% | 0.090% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,448 | $1.09M | 0.0% | -3.1% | 0.237% | |
2/7/2024 | Advantage Trust Co | 2,925 | $136K | 0.1% | N/A | 0.030% | |
2/6/2024 | National Bank of Canada FI | 3,022 | $138K | 0.0% | +9.4% | 0.031% | |
2/6/2024 | TCG Advisory Services LLC | 11,983 | $556K | 0.0% | -14.5% | 0.121% | |
2/2/2024 | Bank of New Hampshire | 40,828 | $1.90M | 0.5% | -6.1% | 0.412% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,365 | $435K | 0.0% | -6.5% | 0.095% | |
1/31/2024 | J.W. Cole Advisors Inc. | 6,773 | $314K | 0.0% | -4.9% | 0.068% | |
1/30/2024 | United Asset Strategies Inc. | 5,249 | $244K | 0.0% | N/A | 0.053% | |
1/29/2024 | Koshinski Asset Management Inc. | 19,600 | $910K | 0.1% | +63.9% | 0.198% | |
1/25/2024 | SOL Capital Management CO | 30,428 | $1.41M | 0.2% | -27.4% | 0.307% | |
1/24/2024 | Grimes & Company Inc. | 80,690 | $3.75M | 0.1% | N/A | 0.815% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 23,060 | $1.07M | 0.0% | -37.7% | 0.233% | |
1/24/2024 | Arkadios Wealth Advisors | 36,759 | $1.71M | 0.1% | +47.3% | 0.371% | |
1/24/2024 | Tempus Wealth Planning LLC | 8,519 | $395K | 0.2% | +10.6% | 0.086% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 5,716 | $265K | 0.2% | N/A | 0.058% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 173,363 | $8.05M | 0.0% | +286.9% | 1.751% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 11,335 | $526K | 0.1% | N/A | 0.114% | |
1/11/2024 | Brookstone Capital Management | 23,276 | $1.08M | 0.0% | +1.7% | 0.235% | |
1/11/2024 | 626 Financial LLC | 8,504 | $395K | 0.3% | -69.5% | 0.086% | |
1/11/2024 | Kwmg LLC | 17,254 | $801K | 0.1% | -84.3% | 0.174% | |
1/11/2024 | Diligent Investors LLC | 8,600 | $399K | 0.1% | -11.8% | 0.087% | |
12/6/2023 | Citigroup Inc. | 16,388 | $641K | 0.0% | +4.8% | 0.166% | |
11/15/2023 | Scotia Capital Inc. | 14,594 | $571K | 0.0% | -2.5% | 0.147% | |
11/14/2023 | Valley National Advisers Inc. | 915 | $36K | 0.0% | -59.5% | 0.009% | |
11/13/2023 | Mariner LLC | 11,702 | $458K | 0.0% | -2.5% | 0.118% | |
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11/13/2023 | Laidlaw Wealth Management LLC | 13,630 | $533K | 0.2% | -13.2% | 0.138% | |
11/13/2023 | Prudential PLC | 36,160 | $1.42M | 0.0% | +14.2% | 0.365% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 47,679 | $1.86M | 0.0% | +6.4% | 0.482% | |
11/9/2023 | Citigroup Inc. | 16,388 | $641K | 0.0% | +4.8% | 0.166% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 37,010 | $1.45M | 0.0% | +1.0% | 0.374% | |
11/8/2023 | Janney Montgomery Scott LLC | 24,207 | $946K | 0.0% | -4.0% | 0.245% | |
11/8/2023 | Western Wealth Management LLC | 5,920 | $231K | 0.0% | -6.3% | 0.060% | |
11/8/2023 | Oppenheimer & Co. Inc. | 18,350 | $717K | 0.0% | -9.2% | 0.185% | |
11/6/2023 | NTV Asset Management LLC | 22,930 | $897K | 0.2% | -7.9% | 0.232% | |
11/6/2023 | Diligent Investors LLC | 9,750 | $381K | 0.1% | -12.0% | 0.098% | |
11/1/2023 | Wealthfront Advisers LLC | 5,539 | $217K | 0.0% | +8.7% | 0.056% | |
10/31/2023 | Lyell Wealth Management LP | 5,175 | $202K | 0.0% | +9.9% | 0.052% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 44,813 | $1.75M | 0.0% | -7.0% | 0.453% | |
10/24/2023 | Raymond James & Associates | 35,178 | $1.38M | 0.0% | -17.2% | 0.355% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 45,114 | $1.76M | 0.0% | -19.1% | 0.456% | |
10/20/2023 | Brookstone Capital Management | 22,880 | $869K | 0.0% | -66.3% | 0.231% | |
10/19/2023 | SOL Capital Management CO | 41,928 | $1.64M | 0.3% | -9.4% | 0.424% | |
10/18/2023 | Strategic Blueprint LLC | 8,522 | $333K | 0.0% | -13.7% | 0.086% | |
10/17/2023 | Flagship Harbor Advisors LLC | 9,338 | $365K | 0.0% | -12.0% | 0.094% | |
10/13/2023 | Arkadios Wealth Advisors | 24,953 | $976K | 0.1% | -2.4% | 0.252% | |
10/12/2023 | WealthOne LLC | 6,592 | $258K | 0.1% | -9.7% | 0.067% | |
10/12/2023 | HBW Advisory Services LLC | 4,544 | $178K | 0.0% | -47.5% | 0.046% | |
10/11/2023 | 626 Financial LLC | 27,850 | $1.09M | 0.7% | -22.2% | 0.281% | |
10/10/2023 | Bank of New Hampshire | 43,469 | $1.70M | 0.5% | -2.3% | 0.439% | |
10/10/2023 | Kwmg LLC | 109,650 | $4.29M | 0.5% | +4.2% | 1.108% | |
9/21/2023 | Barclays PLC | 680 | $29K | 0.0% | N/A | 0.007% | |
8/30/2023 | Western Wealth Management LLC | 6,320 | $270K | 0.0% | -7.7% | 0.064% | |
8/14/2023 | Sowell Financial Services LLC | 34,573 | $1.48M | 0.1% | +29.2% | 0.349% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 7,058 | $301K | 0.0% | -54.2% | 0.071% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 44,793 | $1.91M | 0.0% | +11.0% | 0.452% | |
8/10/2023 | Cetera Advisors LLC | 34,041 | $1.45M | 0.0% | -3.9% | 0.344% | |
8/10/2023 | Cetera Investment Advisers | 26,113 | $1.12M | 0.0% | -4.9% | 0.264% | |
8/9/2023 | Flow Traders U.S. LLC | 36,520 | $1.56M | 0.1% | +173.9% | 0.369% | |
8/7/2023 | Biltmore Family Office LLC | 64,485 | $2.75M | 0.6% | -28.7% | 0.651% | |
8/4/2023 | Lyell Wealth Management LP | 4,707 | $201K | 0.0% | -6.0% | 0.048% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,090 | $431K | 0.0% | -11.1% | 0.102% | |
8/3/2023 | Scotia Capital Inc. | 14,971 | $639K | 0.0% | -3.5% | 0.151% | |
8/3/2023 | Oppenheimer & Co. Inc. | 20,199 | $863K | 0.0% | -3.9% | 0.204% | |
8/2/2023 | NTV Asset Management LLC | 24,905 | $1.06M | 0.2% | -22.1% | 0.252% | |
8/2/2023 | Bank of Montreal Can | 3,446 | $147K | 0.0% | N/A | 0.035% | |
7/31/2023 | LPL Financial LLC | 104,059 | $4.44M | 0.0% | -12.9% | 1.051% | |
7/31/2023 | Essex LLC | 6,470 | $276K | 0.1% | -38.7% | 0.065% | |
7/28/2023 | AlphaMark Advisors LLC | 610 | $26K | 0.0% | +248.6% | 0.006% | |
7/28/2023 | Koshinski Asset Management Inc. | 12,134 | $518K | 0.1% | -14.1% | 0.123% | |
7/28/2023 | First Republic Investment Management Inc. | 5,230 | $223K | 0.0% | +7.2% | 0.053% | |
7/28/2023 | Bank of New Hampshire | 44,471 | $1.90M | 0.5% | -11.3% | 0.449% | |
7/27/2023 | Bank OZK | 5,789 | $247K | 0.1% | -63.3% | 0.058% | |
7/26/2023 | Janney Montgomery Scott LLC | 25,208 | $1.08M | 0.0% | +1.8% | 0.255% | |
7/26/2023 | National Bank of Canada FI | 2,584 | $110K | 0.0% | -38.6% | 0.026% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 48,181 | $2.06M | 0.0% | -4.7% | 0.487% | |
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7/25/2023 | Raymond James & Associates | 42,490 | $1.81M | 0.0% | -3.3% | 0.429% | |
7/25/2023 | Concorde Asset Management LLC | 6,930 | $296K | 0.3% | N/A | 0.070% | |
7/24/2023 | Diligent Investors LLC | 11,075 | $473K | 0.1% | -4.3% | 0.112% | |
7/19/2023 | CIC Wealth LLC | 5,524 | $236K | 0.1% | -43.8% | 0.056% | |
7/14/2023 | 626 Financial LLC | 35,784 | $1.53M | 1.0% | -17.0% | 0.361% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 55,743 | $2.38M | 0.0% | -19.2% | 0.563% | |
7/11/2023 | Brookstone Capital Management | 67,830 | $2.87M | 0.1% | +3.8% | 0.685% | |
7/11/2023 | Flagship Harbor Advisors LLC | 10,610 | $453K | 0.0% | -71.5% | 0.107% | |
7/11/2023 | Mechanics Bank Trust Department | 4,825 | $206K | 0.0% | -12.2% | 0.049% | |
7/10/2023 | Kwmg LLC | 105,225 | $4.49M | 0.6% | +7.1% | 0.970% | |