5/8/2024 | Avantax Advisory Services Inc. | 29,056 | $548K | 0.0% | +8.9% | 0.073% | |
5/6/2024 | TFG Advisers LLC | 14,151 | $267K | 0.1% | -4.2% | 0.035% | |
5/4/2024 | Geneos Wealth Management Inc. | 42,832 | $807K | 0.0% | -3.8% | 0.107% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,881 | $488K | 0.0% | -3.1% | 0.065% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 53,793 | $1.01M | 0.1% | +3.5% | 0.133% | |
5/1/2024 | Retirement Group LLC | 5,600 | $106K | 0.0% | -14.3% | 0.014% | |
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4/30/2024 | Private Advisor Group LLC | 29,382 | $554K | 0.0% | -10.9% | 0.073% | |
4/29/2024 | Commonwealth Equity Services LLC | 470,712 | $8.87M | 0.0% | +2.9% | 1.167% | |
4/25/2024 | Capital Investment Advisory Services LLC | 5,557 | $105K | 0.0% | -45.0% | 0.014% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 203,188 | $3.83M | 0.0% | +13.6% | 0.504% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 24,922 | $470K | 0.2% | -34.0% | 0.062% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 347,135 | $6.54M | 0.0% | +2.2% | 0.861% | |
4/22/2024 | BTS Asset Management Inc. | 24,453 | $461K | 0.4% | +12.5% | 0.061% | |
4/18/2024 | Panoramic Investment Advisors LLC | 24,709 | $466K | 0.3% | +20.9% | 0.061% | |
4/16/2024 | Pasadena Private Wealth LLC | 45,550 | $859K | 0.2% | +1.7% | 0.113% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 365,394 | $6.89M | 0.0% | +24.5% | 0.906% | |
4/15/2024 | Future Financial Wealth Managment LLC | 53,196 | $1.00M | 0.8% | +23.5% | 0.132% | |
2/23/2024 | Chicago Partners Investment Group LLC | 29,096 | $528K | 0.0% | +37.2% | 0.078% | |
2/13/2024 | TFG Advisers LLC | 14,779 | $265K | 0.1% | -7.5% | 0.040% | |
2/9/2024 | Johnson Financial Group Inc. | 3,850 | $69K | 0.0% | -36.5% | 0.010% | |
2/9/2024 | Orion Portfolio Solutions LLC | 70,986 | $1.29M | 0.0% | -65.2% | 0.191% | |
2/9/2024 | AXS Investments LLC | 76,679 | $1.38M | 0.3% | +155.6% | 0.207% | |
2/9/2024 | Wells Fargo & Company MN | 1,509,494 | $27.11M | 0.0% | +21.4% | 4.065% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 35,729 | $642K | 0.0% | -16.6% | 0.096% | |
2/9/2024 | UBS Group AG | 820,051 | $14.73M | 0.0% | -5.6% | 2.209% | |
2/8/2024 | Beacon Pointe Advisors LLC | 31,766 | $571K | 0.0% | -40.1% | 0.086% | |
2/8/2024 | Janney Montgomery Scott LLC | 26,706 | $480K | 0.0% | -9.5% | 0.072% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 17,500 | $314K | 0.0% | -9.3% | 0.047% | |
2/7/2024 | Avantax Advisory Services Inc. | 26,676 | $479K | 0.0% | +23.5% | 0.072% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 25,216 | $453K | 0.0% | -4.6% | 0.068% | |
2/7/2024 | Endowment Wealth Management Inc. | 13,815 | $248K | 0.2% | -38.2% | 0.037% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 51,983 | $934K | 0.1% | -3.9% | 0.140% | |
2/6/2024 | Apollon Wealth Management LLC | 49,148 | $883K | 0.0% | -7.2% | 0.132% | |
2/6/2024 | Private Advisor Group LLC | 32,986 | $592K | 0.0% | -3.6% | 0.089% | |
2/6/2024 | Sykon Capital LLC | 66,755 | $1.20M | 0.5% | N/A | 0.180% | |
2/6/2024 | Merit Financial Group LLC | 92,335 | $1.66M | 0.1% | -1.7% | 0.249% | |
2/5/2024 | Beck Bode LLC | 153,296 | $2.75M | 0.6% | -3.2% | 0.413% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 22,600 | $406K | 0.0% | +51.2% | 0.061% | |
2/2/2024 | Truist Financial Corp | 403,753 | $7.25M | 0.0% | +1,577.7% | 1.087% | |
2/2/2024 | Atria Wealth Solutions Inc. | 26,107 | $469K | 0.0% | -16.0% | 0.070% | |
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2/1/2024 | Capital Investment Advisory Services LLC | 10,102 | $181K | 0.0% | -16.7% | 0.027% | |
2/1/2024 | CWM LLC | 21,333 | $383K | 0.0% | +1,172.1% | 0.057% | |
1/26/2024 | Geneos Wealth Management Inc. | 44,505 | $799K | 0.0% | -28.6% | 0.120% | |
1/24/2024 | Sowell Financial Services LLC | 27,194 | $488K | 0.0% | -3.8% | 0.073% | |
1/24/2024 | International Assets Investment Management LLC | 14,027 | $252K | 0.0% | N/A | 0.038% | |
1/23/2024 | WealthShield Partners LLC | 61,928 | $1.11M | 0.2% | -7.1% | 0.167% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 137,800 | $2.48M | 0.8% | -1.6% | 0.371% | |
1/23/2024 | Panoramic Investment Advisors LLC | 20,443 | $367K | 0.3% | +3.2% | 0.055% | |
1/18/2024 | Future Financial Wealth Managment LLC | 43,078 | $774K | 0.8% | -6.3% | 0.116% | |
1/18/2024 | BTS Asset Management Inc. | 21,743 | $391K | 0.3% | -6.5% | 0.059% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 34,000 | $611K | 0.1% | +2.7% | 0.092% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 339,693 | $6.10M | 0.0% | +26.5% | 0.915% | |
1/16/2024 | Raymond James & Associates | 21,039 | $378K | 0.0% | -46.3% | 0.057% | |
1/11/2024 | Pasadena Private Wealth LLC | 44,808 | $805K | 0.2% | +6.2% | 0.121% | |
11/16/2023 | Panoramic Investment Advisors LLC | 19,803 | $339K | 0.3% | N/A | 0.053% | |
11/15/2023 | Evergreen Capital Management LLC | 991,711 | $17.44M | 0.8% | N/A | 2.671% | |
11/14/2023 | Waverly Advisors LLC | 15,524 | $265K | 0.0% | -6.8% | 0.042% | |
11/13/2023 | Mariner LLC | 105,196 | $1.80M | 0.0% | -6.1% | 0.283% | |
11/13/2023 | LPL Financial LLC | 854,080 | $14.61M | 0.0% | +13.4% | 2.300% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,264,646 | $21.63M | 0.0% | +101.2% | 3.406% | |
11/9/2023 | UBS Group AG | 868,770 | $14.86M | 0.0% | +1.5% | 2.340% | |
11/8/2023 | HighTower Advisors LLC | 202,945 | $3.48M | 0.0% | -7.7% | 0.547% | |
11/8/2023 | Janney Montgomery Scott LLC | 29,496 | $504K | 0.0% | -11.9% | 0.079% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,088 | $532K | 0.0% | -69.1% | 0.084% | |
11/8/2023 | Sowell Financial Services LLC | 28,257 | $483K | 0.0% | -2.9% | 0.076% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,602 | $369K | 0.0% | -33.6% | 0.058% | |
11/7/2023 | Merit Financial Group LLC | 93,953 | $1.61M | 0.1% | -22.8% | 0.253% | |
11/6/2023 | Aveo Capital Partners LLC | 16,215 | $277K | 0.0% | -11.2% | 0.044% | |
11/4/2023 | NBC Securities Inc. | 2,134 | $36K | 0.0% | N/A | 0.006% | |
11/2/2023 | Capital Investment Advisory Services LLC | 12,121 | $207K | 0.0% | -29.1% | 0.033% | |
11/2/2023 | Beck Bode LLC | 158,307 | $2.71M | 0.7% | -2.6% | 0.426% | |
11/1/2023 | Csenge Advisory Group | 35,034 | $599K | 0.0% | -40.5% | 0.094% | |
11/1/2023 | Orion Portfolio Solutions LLC | 203,995 | $3.49M | 0.0% | -39.9% | 0.549% | |
10/31/2023 | Endowment Wealth Management Inc. | 22,350 | $382K | 0.3% | -5.7% | 0.060% | |
10/30/2023 | Freedom Wealth Alliance LLC | 68,922 | $1.18M | 1.9% | +3.9% | 0.186% | |
10/27/2023 | Oarsman Capital Inc. | 13,195 | $226K | 0.1% | -28.8% | 0.036% | |
10/26/2023 | Chicago Partners Investment Group LLC | 21,206 | $343K | 0.0% | -23.4% | 0.057% | |
10/25/2023 | WealthShield Partners LLC | 66,686 | $1.14M | 0.2% | +1.2% | 0.180% | |
10/24/2023 | J.W. Cole Advisors Inc. | 15,013 | $257K | 0.0% | -10.3% | 0.040% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 268,590 | $4.59M | 0.0% | +7.9% | 0.723% | |
10/24/2023 | Raymond James & Associates | 39,206 | $670K | 0.0% | +5.0% | 0.106% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 179,104 | $3.06M | 0.0% | -3.8% | 0.482% | |
10/23/2023 | Commonwealth Equity Services LLC | 470,453 | $8.05M | 0.0% | -4.9% | 1.267% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 38,837 | $664K | 0.3% | -6.5% | 0.105% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 33,100 | $566K | 0.1% | +6.8% | 0.089% | |
10/11/2023 | Geneos Wealth Management Inc. | 62,369 | $1.07M | 0.1% | +2.1% | 0.168% | |
10/11/2023 | AE Wealth Management LLC | 22,138 | $379K | 0.0% | -45.8% | 0.060% | |
10/11/2023 | Pasadena Private Wealth LLC | 42,181 | $721K | 0.2% | N/A | 0.114% | |
10/11/2023 | Atlas Private Wealth Advisors | 19,410 | $332K | 0.1% | -4.3% | 0.052% | |
10/5/2023 | QP Wealth Management LLC | 15,288 | $261K | 0.5% | +9.2% | 0.041% | |
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8/10/2023 | Osaic Holdings Inc. | 310,951 | $5.62M | 0.0% | -9.8% | 0.837% | |
8/10/2023 | WFA of San Diego LLC | 2,525 | $46K | 0.0% | N/A | 0.007% | |
8/10/2023 | Commonwealth Equity Services LLC | 494,608 | $8.94M | 0.0% | -3.4% | 1.332% | |
8/10/2023 | Oarsman Capital Inc. | 18,542 | $335K | 0.1% | -3.5% | 0.050% | |
8/10/2023 | AXS Investments LLC | 85,000 | $1.54M | 0.4% | N/A | 0.229% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 26,125 | $472K | 0.0% | +2.8% | 0.070% | |
8/10/2023 | Beck Bode LLC | 162,524 | $2.94M | 0.7% | -7.1% | 0.438% | |
8/10/2023 | Private Advisor Group LLC | 34,419 | $622K | 0.0% | -2.8% | 0.093% | |
8/10/2023 | Cetera Advisor Networks LLC | 45,379 | $820K | 0.0% | -6.5% | 0.122% | |
8/10/2023 | Cetera Investment Advisers | 28,405 | $514K | 0.0% | +58.9% | 0.077% | |