5/17/2024 | Comerica Bank | 4,646 | $277K | 0.0% | -33.4% | 0.031% | |
5/2/2024 | Vantage Financial Partners LLC | 18,013 | $1.07M | 0.3% | -10.5% | 0.122% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 176,747 | $10.52M | 0.0% | +2.9% | 1.182% | |
4/15/2024 | Sunbelt Securities Inc. | 2,624 | $156K | 0.0% | -64.3% | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 171,798 | $9.72M | 0.0% | -4.2% | 1.008% | |
2/9/2024 | EverSource Wealth Advisors LLC | 10,785 | $610K | 0.1% | -44.6% | 0.063% | |
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2/9/2024 | Keystone Financial Group | 50,433 | $2.85M | 0.5% | -57.9% | 0.296% | |
2/5/2024 | Vantage Financial Partners LLC | 20,122 | $1.14M | 0.3% | -72.7% | 0.118% | |
1/30/2024 | Avior Wealth Management LLC | 3,425 | $194K | 0.0% | -30.6% | 0.020% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 7,906 | $447K | 0.0% | -75.8% | 0.045% | |
1/24/2024 | Private Trust Co. NA | 5,192 | $294K | 0.0% | -15.9% | 0.030% | |
12/11/2023 | Sunbelt Securities Inc. | 10,689 | $597K | 0.1% | -9.8% | 0.052% | |
12/8/2023 | Palladiem LLC | 75,379 | $4.21M | 4.5% | -1.3% | 0.370% | |
11/15/2023 | Integrated Wealth Concepts LLC | 158,507 | $8.85M | 0.2% | -0.8% | 0.777% | |
11/15/2023 | KPP Advisory Services LLC | 28,793 | $1.61M | 0.5% | N/A | 0.141% | |
11/15/2023 | Ameriprise Financial Inc. | 976,197 | $54.56M | 0.0% | -14.1% | 4.785% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 32,701 | $1.83M | 0.0% | +5.1% | 0.160% | |
11/6/2023 | Keystone Financial Group | 119,803 | $6.69M | 1.1% | -44.3% | 0.587% | |
11/4/2023 | NBC Securities Inc. | 475 | $26K | 0.0% | N/A | 0.002% | |
11/4/2023 | EverSource Wealth Advisors LLC | 19,465 | $1.09M | 0.1% | -34.8% | 0.095% | |
11/2/2023 | Vantage Financial Partners LLC | 73,825 | $4.12M | 1.6% | -53.1% | 0.362% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 179,330 | $10.02M | 0.0% | -10.7% | 0.866% | |
10/18/2023 | Private Trust Co. NA | 6,170 | $345K | 0.0% | +8.3% | 0.029% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 600 | $34K | 0.0% | -37.5% | 0.003% | |
10/17/2023 | Avior Wealth Management LLC | 4,935 | $276K | 0.0% | -56.8% | 0.024% | |
10/12/2023 | Horizons Wealth Management | 5,592 | $312K | 0.2% | -3.3% | 0.027% | |
8/8/2023 | Vantage Financial Partners LLC | 157,562 | $9.08M | 3.4% | +3.3% | 0.597% | |
8/7/2023 | Keystone Financial Group | 214,990 | $12.38M | 2.1% | N/A | 0.814% | |
8/4/2023 | EverSource Wealth Advisors LLC | 29,859 | $1.72M | 0.2% | -33.5% | 0.113% | |
7/28/2023 | Private Trust Co. NA | 5,697 | $328K | 0.0% | -17.9% | 0.021% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,415 | $658K | 0.0% | -6.9% | 0.042% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 200,740 | $11.56M | 0.1% | -38.6% | 0.730% | |
7/3/2023 | Horizons Wealth Management | 5,782 | $333K | 0.2% | -4.4% | 0.021% | |
5/18/2023 | Titleist Asset Management LLC | 63,850 | $3.87M | 0.8% | N/A | 0.207% | |
5/15/2023 | Flow Traders U.S. LLC | 29,305 | $1.78M | 0.1% | N/A | 0.095% | |
5/12/2023 | NewEdge Advisors LLC | 68,668 | $4.16M | 0.1% | -0.5% | 0.222% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 327,034 | $19.83M | 0.1% | -27.3% | 1.058% | |
5/11/2023 | EverSource Wealth Advisors LLC | 44,881 | $2.72M | 0.3% | +10.2% | 0.145% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 12,265 | $744K | 0.1% | -2.4% | 0.040% | |
5/8/2023 | Vantage Financial Partners LLC | 152,521 | $9.25M | 3.7% | +6.1% | 0.494% | |
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5/5/2023 | Silver Oak Securities Incorporated | 669,910 | $40.61M | 6.7% | +3.4% | 2.168% | |
5/3/2023 | Integrated Wealth Concepts LLC | 156,717 | $9.50M | 0.2% | -1.7% | 0.506% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 13,986 | $848K | 0.2% | -1.7% | 0.044% | |
4/6/2023 | Horizons Wealth Management | 6,051 | $367K | 0.3% | +6.4% | 0.019% | |
2/22/2023 | Kovack Advisors Inc. | 17,078 | $1.06M | 0.2% | -55.6% | 0.053% | |
2/13/2023 | Integrated Wealth Concepts LLC | 159,499 | $9.90M | 0.3% | +2.7% | 0.494% | |
2/9/2023 | EverSource Wealth Advisors LLC | 40,721 | $2.53M | 0.4% | +3.1% | 0.126% | |
2/8/2023 | Vantage Financial Partners LLC | 143,686 | $8.92M | 5.3% | +18.5% | 0.445% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 40,085 | $2.49M | 0.1% | N/A | 0.124% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 449,976 | $27.93M | 0.1% | -1.1% | 1.393% | |
2/7/2023 | Toronto Dominion Bank | 1,320 | $82K | 0.0% | N/A | 0.004% | |
2/7/2023 | Keystone Financial Group | 239,189 | $14.85M | 2.9% | +3.9% | 0.741% | |
2/2/2023 | Silver Oak Securities Incorporated | 647,656 | $40.20M | 7.5% | +11.2% | 1.990% | |
1/31/2023 | Clearview Wealth Advisors LLC | 1,502 | $93K | 0.1% | -14.3% | 0.005% | |
1/27/2023 | GPS Wealth Strategies Group LLC | 14,223 | $883K | 0.3% | -5.6% | 0.044% | |
1/12/2023 | Titleist Asset Management LTD. | 56,075 | $3.48M | 0.8% | +13.9% | 0.172% | |
11/15/2022 | Titleist Asset Management LTD. | 49,214 | $2.92M | 0.7% | N/A | 0.150% | |
11/14/2022 | Kovack Advisors Inc. | 38,482 | $2.28M | 0.3% | +4.7% | 0.118% | |
11/7/2022 | EverSource Wealth Advisors LLC | 39,501 | $2.35M | 0.5% | +5.4% | 0.121% | |
10/31/2022 | Calton & Associates Inc. | 65,739 | $3.90M | 2.2% | +59.7% | 0.202% | |
10/31/2022 | Vantage Financial Partners LLC | 121,239 | $7.20M | 4.8% | N/A | 0.372% | |
10/20/2022 | Silver Oak Securities Incorporated | 582,491 | $34.58M | 7.7% | +2.2% | 1.812% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 454,956 | $27.01M | 0.2% | +196.8% | 1.428% | |
10/12/2022 | Accel Wealth Management | 2,592 | $160K | 0.1% | +30.3% | 0.008% | |
9/16/2022 | Private Trust Co. NA | 6,939 | $459K | 0.1% | N/A | 0.023% | |
8/19/2022 | Horizons Wealth Management | 5,685 | $397K | 0.3% | N/A | 0.019% | |
8/13/2022 | NewEdge Advisors LLC | 69,765 | $4.61M | 0.1% | -2.1% | 0.231% | |
8/11/2022 | CoreCap Advisors LLC | 19,417 | $1.28M | 0.1% | N/A | 0.064% | |
8/8/2022 | James Reed Financial Services Inc. | 300,631 | $19.87M | 27.5% | N/A | 0.994% | |
8/8/2022 | Baird Financial Group Inc. | 27,376 | $1.81M | 0.0% | N/A | 0.090% | |
8/8/2022 | Integrated Wealth Concepts LLC | 152,920 | $10.11M | 0.3% | +2.7% | 0.506% | |
8/5/2022 | Keystone Financial Group | 225,990 | $14.94M | 3.0% | +8.0% | 0.747% | |
8/3/2022 | Accel Wealth Management | 1,990 | $133K | 0.1% | +10.6% | 0.007% | |
8/1/2022 | EverSource Wealth Advisors LLC | 37,492 | $2.48M | 0.6% | +34.6% | 0.125% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 8,205 | $542K | 0.1% | -8.3% | 0.027% | |
7/19/2022 | GPS Wealth Strategies Group LLC | 14,942 | $988K | 0.3% | +2.3% | 0.051% | |
7/15/2022 | Westside Investment Management Inc. | 399 | $26K | 0.0% | N/A | 0.001% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 153,291 | $10.13M | 0.1% | -9.6% | 0.530% | |
7/12/2022 | Calton & Associates Inc. | 41,170 | $2.72M | 1.5% | +125.5% | 0.142% | |
5/25/2022 | EverSource Wealth Advisors LLC | 27,861 | $2.00M | 0.5% | +64.8% | 0.107% | |
5/17/2022 | Eudaimonia Partners LLC | 32,478 | $2.33M | 0.4% | N/A | 0.128% | |
5/12/2022 | Integrated Wealth Concepts LLC | 148,880 | $10.70M | 0.3% | +4.8% | 0.611% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 169,496 | $12.18M | 0.1% | +170.7% | 0.696% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 8,952 | $643K | 0.1% | +2.6% | 0.037% | |
4/29/2022 | Clearview Wealth Advisors LLC | 1,883 | $135K | 0.1% | N/A | 0.008% | |
4/29/2022 | Accel Wealth Management | 1,800 | $130K | 0.1% | N/A | 0.008% | |
4/20/2022 | GPS Wealth Strategies Group LLC | 14,612 | $1.05M | 0.2% | +18.4% | 0.064% | |
2/15/2022 | Integrated Wealth Concepts LLC | 142,053 | $9.89M | 0.3% | +1.2% | 0.794% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 62,621 | $4.36M | 0.0% | +7.1% | 0.356% | |
1/18/2022 | Kovack Advisors Inc. | 6,763 | $471K | 0.0% | +24.1% | 0.041% | |
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1/13/2022 | Calton & Associates Inc. | 18,291 | $1.27M | 0.3% | -3.2% | 0.110% | |
1/12/2022 | IFP Advisors Inc | 62,529 | $4.35M | 0.1% | +1.0% | 0.376% | |
1/10/2022 | Patriot Financial Group Insurance Agency LLC | 8,728 | $607K | 0.1% | +9.8% | 0.054% | |
11/15/2021 | Flow Traders U.S. LLC | 12,208 | $786K | 0.0% | +142.8% | 0.082% | |
11/12/2021 | Keystone Financial Group | 173,140 | $11.15M | 2.0% | +5.8% | 1.158% | |
11/5/2021 | Calton & Associates Inc. | 18,895 | $1.22M | 0.3% | +3.5% | 0.127% | |
11/3/2021 | Kovack Advisors Inc. | 5,451 | $351K | 0.0% | -18.0% | 0.037% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 58,458 | $3.76M | 0.0% | -27.1% | 0.394% | |
10/29/2021 | GWM Advisors LLC | 76,833 | $4.95M | 0.1% | -0.3% | 0.517% | |
10/27/2021 | Advisors Preferred LLC | 4,855 | $315K | 0.0% | N/A | 0.033% | |