5/17/2024 | Kozak & Associates Inc. | 646,599 | $45.81M | 12.3% | +4.4% | 18.214% | |
5/8/2024 | Advisors Preferred LLC | 1,581 | $112K | 0.0% | -69.2% | 0.046% | |
5/7/2024 | Montag A & Associates Inc. | 2,877 | $204K | 0.0% | N/A | 0.083% | |
5/2/2024 | Haverford Trust Co | 3,115 | $221K | 0.0% | N/A | 0.090% | |
5/2/2024 | Moloney Securities Asset Management LLC | 6,155 | $436K | 0.1% | -5.0% | 0.178% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 134,728 | $9.54M | 0.0% | N/A | 3.905% | |
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4/30/2024 | Commonwealth Equity Services LLC | 9,355 | $662K | 0.0% | +24.1% | 0.271% | |
4/26/2024 | YHB Investment Advisors Inc. | 975 | $69K | 0.0% | N/A | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,006 | $3.97M | 0.0% | -16.5% | 1.623% | |
4/19/2024 | Financial Perspectives Inc | 10,126 | $717K | 0.3% | +10.0% | 0.368% | |
4/18/2024 | Shira Ridge Wealth Management | 17,935 | $1.27M | 0.7% | +1.9% | 0.652% | |
4/17/2024 | Richardson Capital Management LLC | 768 | $54K | 0.0% | N/A | 0.028% | |
2/13/2024 | Tower Research Capital LLC TRC | 962 | $60K | 0.0% | -89.0% | 0.035% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 67,076 | $4.18M | 0.0% | +215.2% | 2.439% | |
2/2/2024 | Truist Financial Corp | 92,542 | $5.77M | 0.0% | +10.5% | 3.365% | |
2/1/2024 | Financial Perspectives Inc | 9,204 | $574K | 0.2% | +4.2% | 0.335% | |
1/26/2024 | Cerity Partners LLC | 4,927 | $307K | 0.0% | N/A | 0.179% | |
1/24/2024 | Advisors Preferred LLC | 5,133 | $314K | 0.1% | N/A | 0.187% | |
1/18/2024 | KM Capital Management Ltd. | 27,474 | $1.71M | 1.0% | +628.9% | 0.999% | |
1/17/2024 | Patriot Investment Management Group Inc. | 10,766 | $671K | 0.1% | +2.2% | 0.391% | |
1/17/2024 | Kozak & Associates Inc. | 619,129 | $39.00M | 12.4% | +7.6% | 22.514% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,629 | $538K | 0.0% | +5.2% | 0.314% | |
1/16/2024 | Raymond James & Associates | 38,377 | $2.39M | 0.0% | N/A | 1.396% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,766 | $467K | 0.0% | +14.1% | 0.319% | |
11/8/2023 | Aptus Capital Advisors LLC | 758 | $40K | 0.0% | N/A | 0.028% | |
11/8/2023 | Pathstone Family Office LLC | 17,450 | $929K | 0.0% | N/A | 0.635% | |
10/25/2023 | Ironwood Wealth Management LLC. | 11,212 | $597K | 0.2% | -1.8% | 0.408% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 8,201 | $437K | 0.0% | -9.5% | 0.298% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,283 | $1.13M | 0.0% | -40.4% | 0.774% | |
10/17/2023 | Kozak & Associates Inc. | 575,444 | $31.32M | 11.5% | +4.6% | 20.925% | |
8/10/2023 | Cetera Advisors LLC | 17,456 | $962K | 0.0% | -2.9% | 0.635% | |
8/3/2023 | Atria Wealth Solutions Inc. | 12,560 | $692K | 0.0% | -40.0% | 0.457% | |
8/3/2023 | Advisors Capital Management LLC | 12,923 | $712K | 0.0% | +2.4% | 0.470% | |
8/1/2023 | Truist Financial Corp | 79,334 | $4.37M | 0.0% | +469.7% | 2.885% | |
7/31/2023 | LPL Financial LLC | 12,346 | $680K | 0.0% | +7.4% | 0.449% | |
7/31/2023 | Moloney Securities Asset Management LLC | 6,480 | $357K | 0.1% | +18.2% | 0.236% | |
7/21/2023 | Creative Planning | 8,356 | $460K | 0.0% | -5.1% | 0.304% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 35,722 | $1.97M | 0.0% | +78.9% | 1.299% | |
7/5/2023 | Kozak & Associates Inc. | 550,026 | $30.29M | 12.2% | +1.3% | 20.371% | |
5/9/2023 | Tower Research Capital LLC TRC | 10,946 | $516K | 0.0% | -20.9% | 0.405% | |
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5/5/2023 | Truist Financial Corp | 13,926 | $657K | 0.0% | +21.3% | 0.516% | |
5/4/2023 | Advisors Capital Management LLC | 12,626 | $595K | 0.0% | N/A | 0.468% | |
4/19/2023 | Patriot Investment Management Group Inc. | 10,550 | $498K | 0.0% | +5.5% | 0.391% | |
4/3/2023 | Kozak & Associates Inc. | 543,016 | $25.61M | 11.5% | +1.3% | 19.746% | |
2/13/2023 | Atria Wealth Solutions Inc. | 20,928 | $854K | 0.0% | +3.0% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,938 | $365K | 0.0% | -54.7% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,867 | $810K | 0.0% | -5.0% | 0.000% | |
1/25/2023 | Sutton Place Investors LLC | 25,000 | $1.02M | 1.5% | -16.7% | 0.000% | |
1/12/2023 | Shira Ridge Wealth Management | 17,297 | $705K | 0.5% | N/A | 0.000% | |
1/3/2023 | Kozak & Associates Inc. | 536,056 | $21.86M | 10.9% | N/A | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 20,073 | $794K | 0.0% | -3.9% | 0.000% | |
11/10/2022 | Bank of Montreal Can | 110,291 | $4.97M | 0.0% | N/A | 0.000% | |
11/3/2022 | Creative Planning | 11,278 | $446K | 0.0% | +28.4% | 0.000% | |
10/26/2022 | Truist Financial Corp | 11,691 | $463K | 0.0% | +13.1% | 0.000% | |
10/25/2022 | Raymond James & Associates | 28,721 | $1.14M | 0.0% | N/A | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 19,718 | $780K | 0.0% | -28.5% | 0.000% | |
8/11/2022 | Cetera Advisors LLC | 19,535 | $826K | 0.0% | +30.6% | 0.000% | |
8/3/2022 | Moloney Securities Asset Management LLC | 5,640 | $239K | 0.1% | +16.5% | 0.000% | |
7/29/2022 | Aptus Capital Advisors LLC | 758 | $32K | 0.0% | N/A | 0.000% | |
7/26/2022 | Patriot Investment Management Inc. | 9,997 | $422K | 0.0% | +6.7% | 0.000% | |
7/22/2022 | Truist Financial Corp | 10,338 | $437K | 0.0% | +10.1% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 19,350 | $818K | 0.0% | +202.6% | 0.000% | |
5/12/2022 | Cetera Advisors LLC | 14,958 | $825K | 0.0% | +19.8% | 0.000% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 37,200 | $2.05M | 0.0% | +6.3% | 0.000% | |
5/10/2022 | Advisors Capital Management LLC | 10,580 | $584K | 0.0% | +3.6% | 0.000% | |
5/9/2022 | Regal Investment Advisors LLC | 5,090 | $281K | 0.0% | -13.6% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 44,198 | $2.47M | 0.0% | -4.5% | 0.000% | |
5/2/2022 | Patriot Investment Management Inc. | 9,372 | $517K | 0.0% | +15.7% | 0.000% | |
4/29/2022 | Financial Partners Group Inc | 9,848 | $543K | 0.1% | +5.6% | 0.000% | |
4/25/2022 | Cerity Partners LLC | 10,792 | $595K | 0.0% | +15.2% | 0.000% | |
4/22/2022 | Truist Financial Corp | 9,392 | $518K | 0.0% | +36.5% | 0.000% | |
3/2/2022 | First Capital Advisors Group LLC. | 13,972 | $1.60M | 0.9% | N/A | 0.000% | |
2/10/2022 | Financial Partners Group Inc | 9,323 | $524K | 0.1% | +6.1% | 0.000% | |
2/10/2022 | Regal Investment Advisors LLC | 5,888 | $360K | 0.0% | +13.1% | 0.000% | |
2/9/2022 | Charter Oak Capital Management LLC | 501 | $31K | 0.0% | N/A | 0.000% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 34,983 | $2.14M | 0.0% | +4.0% | 0.000% | |
2/8/2022 | Raymond James & Associates | 20,019 | $1.23M | 0.0% | N/A | 0.000% | |
2/7/2022 | Parsons Capital Management Inc. RI | 7,670 | $469K | 0.0% | +3.0% | 0.000% | |
2/4/2022 | Envestnet Asset Management Inc. | 5,874 | $359K | 0.0% | N/A | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 46,287 | $2.83M | 0.0% | +20.2% | 0.000% | |
2/3/2022 | Retirement Capital Strategies | 4,266 | $261K | 0.1% | -9.1% | 0.000% | |
2/1/2022 | Patriot Investment Management Inc. | 8,102 | $495K | 0.0% | +5.2% | 0.000% | |
1/31/2022 | Commonwealth Equity Services LLC | 6,392 | $391K | 0.0% | +5.1% | 0.000% | |
1/28/2022 | Ironwood Wealth Management LLC. | 11,690 | $715K | 0.3% | -3.4% | 0.000% | |
1/25/2022 | Fulcrum Equity Management | 72,315 | $4.43M | 1.7% | N/A | 0.000% | |
1/5/2022 | Advocacy Wealth Management Services LLC | 1,227 | $75K | 0.0% | -26.2% | 0.000% | |
11/16/2021 | Cetera Advisors LLC | 21,424 | $1.19M | 0.0% | +121.0% | 0.000% | |
11/16/2021 | LPL Financial LLC | 37,475 | $2.09M | 0.0% | +26.7% | 0.000% | |
11/15/2021 | Flow Traders U.S. LLC | 3,807 | $212K | 0.0% | N/A | 0.000% | |
11/9/2021 | Parsons Capital Management Inc. RI | 7,445 | $415K | 0.0% | +3.8% | 0.000% | |
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11/5/2021 | Truist Financial Corp | 5,516 | $307K | 0.0% | -9.3% | 0.000% | |
11/5/2021 | Regal Investment Advisors LLC | 5,204 | $290K | 0.0% | -12.7% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 38,517 | $2.15M | 0.0% | +25.1% | 0.000% | |
11/5/2021 | Financial Partners Group Inc | 8,786 | $490K | 0.1% | +7.7% | 0.000% | |
11/2/2021 | Ironwood Financial llc | 12,102 | $675K | 0.2% | -4.4% | 0.000% | |
10/28/2021 | Retirement Capital Strategies | 4,692 | $262K | 0.1% | -6.0% | 0.000% | |
10/28/2021 | Dynamic Advisor Solutions LLC | 5,500 | $307K | 0.0% | +22.9% | 0.000% | |
10/27/2021 | Moloney Securities Asset Management LLC | 4,980 | $278K | 0.1% | +6.4% | 0.000% | |
10/25/2021 | Cerity Partners LLC | 9,845 | $549K | 0.0% | N/A | 0.000% | |
10/20/2021 | Patriot Investment Management Inc. | 7,705 | $429K | 0.0% | +4.7% | 0.000% | |