5/14/2024 | CreativeOne Wealth LLC | 7,560 | $281K | 0.0% | N/A | 0.365% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 89,310 | $3.33M | 0.0% | -24.7% | 4.060% | |
4/12/2024 | Systelligence LLC | 316,770 | $11.79M | 3.1% | +4.0% | 14.399% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 5,655 | $217K | 0.1% | N/A | 0.228% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 8,232 | $316K | 0.0% | N/A | 0.332% | |
2/8/2024 | Pacific Sun Financial Corp | 57,878 | $2.22M | 1.4% | -3.3% | 2.334% | |
|
2/7/2024 | Principal Securities Inc. | 10,866 | $417K | 0.0% | N/A | 0.438% | |
2/5/2024 | Opinicus Capital Inc. | 5,941 | $228K | 0.2% | N/A | 0.240% | |
1/24/2024 | Stratos Wealth Partners LTD. | 65,439 | $2.51M | 0.0% | N/A | 2.233% | |
1/17/2024 | IFG Advisory LLC | 99,846 | $3.84M | 0.3% | N/A | 3.978% | |
1/16/2024 | Raymond James & Associates | 13,870 | $533K | 0.0% | -4.0% | 0.553% | |
1/8/2024 | Systelligence LLC | 304,727 | $11.70M | 3.2% | N/A | 11.997% | |
11/14/2023 | Tower Research Capital LLC TRC | 14,807 | $515K | 0.0% | +49,256.7% | 0.630% | |
11/13/2023 | EPG Wealth Management LLC | 830 | $29K | 0.0% | +152.3% | 0.035% | |
11/13/2023 | Stifel Financial Corp | 69,238 | $2.41M | 0.0% | +265.9% | 2.946% | |
11/13/2023 | Kestra Advisory Services LLC | 110,574 | $3.84M | 0.0% | +225.6% | 4.705% | |
10/24/2023 | Raymond James & Associates | 14,454 | $502K | 0.0% | +240.3% | 0.607% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 118,783 | $4.13M | 0.0% | +217.5% | 4.991% | |
10/23/2023 | Commonwealth Equity Services LLC | 10,140 | $352K | 0.0% | +197.8% | 0.426% | |
10/11/2023 | Geneos Wealth Management Inc. | 2,100 | $73K | 0.0% | +200.0% | 0.088% | |
8/11/2023 | Kestra Advisory Services LLC | 33,956 | $3.69M | 0.0% | +3.7% | 1.415% | |
8/2/2023 | Bank of Montreal Can | 900 | $99K | 0.0% | N/A | 0.038% | |
8/1/2023 | RFP Financial Group LLC | 1,243 | $135K | 0.1% | N/A | 0.052% | |
7/31/2023 | LPL Financial LLC | 18,748 | $2.04M | 0.0% | -8.1% | 0.781% | |
7/25/2023 | Raymond James & Associates | 4,248 | $462K | 0.0% | -19.2% | 0.177% | |
7/21/2023 | Newbridge Financial Services Group Inc. | 1,240 | $135K | 0.1% | N/A | 0.052% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 37,411 | $4.07M | 0.0% | +23.6% | 4.988% | |
7/12/2023 | Pacific Sun Financial Corp | 20,496 | $2.25M | 1.5% | N/A | 2.733% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 30,275 | $3.33M | 0.0% | +863.9% | 4.730% | |
4/14/2023 | Raymond James & Associates | 5,257 | $578K | 0.0% | +1.8% | 0.876% | |
2/8/2023 | Belpointe Asset Management LLC | 1,040 | $106K | 0.0% | N/A | 0.186% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,141 | $320K | 0.0% | -23.9% | 0.561% | |
2/7/2023 | Commonwealth Equity Services LLC | 3,377 | $344K | 0.0% | -4.9% | 0.603% | |
2/7/2023 | LPL Financial LLC | 16,063 | $1.64M | 0.0% | -23.8% | 2.868% | |
1/24/2023 | RFP Financial Group LLC | 1,270 | $129K | 0.1% | N/A | 0.227% | |
1/18/2023 | Romano Brothers AND Company | 293 | $30K | 0.0% | N/A | 0.052% | |
1/9/2023 | Brookstone Capital Management | 30,751 | $3.21M | 0.1% | N/A | 5.212% | |
11/15/2022 | EPG Wealth Management LLC | 325 | $30K | 0.0% | N/A | 0.058% | |
11/15/2022 | Flow Traders U.S. LLC | 18,632 | $1.74M | 0.1% | +48.2% | 3.269% | |
11/14/2022 | Pacific Sun Financial Corp | 20,771 | $1.94M | 1.4% | -0.7% | 3.644% | |
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11/10/2022 | Tower Research Capital LLC TRC | 2,232 | $208K | 0.0% | -82.6% | 0.392% | |
11/4/2022 | Total Clarity Wealth Management Inc. | 2,361 | $220K | 0.1% | N/A | 0.414% | |
10/21/2022 | TrueWealth Advisors LLC | 8,709 | $813K | 0.4% | -7.2% | 1.528% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 5,164 | $482K | 0.0% | N/A | 0.906% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 4,130 | $386K | 0.0% | +32.6% | 0.712% | |
8/13/2022 | Flow Traders U.S. LLC | 12,569 | $1.27M | 0.1% | -11.5% | 2.565% | |
7/28/2022 | Pacific Sun Financial Corp | 20,917 | $2.11M | 1.4% | +1.3% | 4.269% | |
7/27/2022 | TrueWealth Advisors LLC | 9,388 | $947K | 0.4% | -1.4% | 1.956% | |
7/19/2022 | Commonwealth Equity Services LLC | 3,858 | $389K | 0.0% | +28.9% | 0.857% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 3,114 | $314K | 0.0% | +4.5% | 0.692% | |
5/12/2022 | Integrated Wealth Concepts LLC | 3,218 | $325K | 0.0% | -4.5% | 0.748% | |
5/5/2022 | Pacific Sun Financial Corp | 20,642 | $2.08M | 1.1% | +3.2% | 4.587% | |
5/4/2022 | Prospera Financial Services Inc | 800 | $81K | 0.0% | N/A | 0.178% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 3,587 | $362K | 0.0% | N/A | 0.797% | |
4/20/2022 | Great Valley Advisor Group Inc. | 24,969 | $2.52M | 0.1% | +27.0% | 5.202% | |
2/10/2022 | Great Valley Advisor Group Inc. | 19,664 | $2.18M | 0.1% | N/A | 4.013% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 5,135 | $568K | 0.0% | -4.4% | 1.048% | |
2/4/2022 | Envestnet Asset Management Inc. | 9,656 | $1.07M | 0.0% | +6.8% | 1.971% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 3,083 | $341K | 0.0% | +12.4% | 0.629% | |
2/3/2022 | Advisor Group Holdings Inc. | 2,060 | $229K | 0.0% | +12.9% | 0.420% | |
11/16/2021 | LPL Financial LLC | 13,629 | $1.37M | 0.0% | +260.5% | 2.839% | |
11/15/2021 | Flow Traders U.S. LLC | 4,630 | $466K | 0.0% | N/A | 0.965% | |
11/15/2021 | EPG Wealth Management LLC | 321 | $32K | 0.0% | N/A | 0.067% | |
11/15/2021 | Pacific Sun Financial Corp | 20,032 | $2.02M | 1.2% | N/A | 4.173% | |
11/12/2021 | Equitable Holdings Inc. | 3,531 | $355K | 0.0% | +3.7% | 0.736% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,825 | $184K | 0.0% | -50.4% | 0.397% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 5,372 | $540K | 0.0% | -91.5% | 1.168% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 2,743 | $276K | 0.0% | +7.2% | 0.596% | |
10/25/2021 | Cardan Capital Partners LLC | 22,340 | $2.25M | 0.3% | -36.4% | 4.857% | |
10/25/2021 | TrueWealth Advisors LLC | 9,564 | $962K | 0.5% | N/A | 2.079% | |
10/15/2021 | NEXT Financial Group Inc | 968 | $97K | 0.0% | -15.1% | 0.210% | |
8/16/2021 | Royal Bank of Canada | 5,282 | $564K | 0.0% | +29.3% | 1.078% | |
8/13/2021 | LPL Financial LLC | 3,781 | $404K | 0.0% | +5.0% | 0.772% | |
8/11/2021 | Commonwealth Equity Services LLC | 2,977 | $318K | 0.0% | +39.9% | 0.608% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 2,559 | $273K | 0.0% | -73.0% | 0.522% | |
8/4/2021 | Envestnet Asset Management Inc. | 9,608 | $1.03M | 0.0% | +6.9% | 1.961% | |
8/2/2021 | Advisor Group Holdings Inc. | 3,683 | $394K | 0.0% | +26.2% | 0.752% | |
7/15/2021 | Fulcrum Equity Management | 5,894 | $630K | 0.2% | N/A | 1.203% | |
5/18/2021 | Morgan Stanley | 8,877 | $893K | 0.0% | +21.3% | 1.930% | |
5/17/2021 | Royal Bank of Canada | 4,084 | $411K | 0.0% | -46.6% | 0.888% | |
5/17/2021 | Ameriprise Financial Inc. | 7,670 | $771K | 0.0% | +20.2% | 1.667% | |
5/12/2021 | Harbour Investments Inc. | 679 | $68K | 0.0% | N/A | 0.148% | |
5/12/2021 | UBS Group AG | 4,259 | $428K | 0.0% | -11.6% | 0.926% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 9,473 | $953K | 0.0% | +264.1% | 2.105% | |
5/7/2021 | Sowell Financial Services LLC | 591 | $61K | 0.0% | N/A | 0.131% | |
5/4/2021 | Envestnet Asset Management Inc. | 8,984 | $903K | 0.0% | +3.4% | 1.996% | |
5/4/2021 | Commonwealth Equity Services LLC | 2,128 | $214K | 0.0% | N/A | 0.473% | |
5/4/2021 | Kovack Advisors Inc. | 2,307 | $232K | 0.0% | N/A | 0.513% | |
4/13/2021 | Cardan Capital Partners LLC | 24,911 | $2.51M | 0.3% | +41.2% | 5.931% | |
3/26/2021 | Susquehanna International Group LLP | 7,378 | $644K | 0.0% | -66.7% | 1.604% | |
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2/12/2021 | LPL Financial LLC | 3,557 | $310K | 0.0% | -11.0% | 0.936% | |
2/9/2021 | Wells Fargo & Company MN | 4,078 | $355K | 0.0% | -5.8% | 1.073% | |
2/9/2021 | Arkadios Wealth Advisors | 317 | $27K | 0.0% | N/A | 0.083% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 2,602 | $226K | 0.0% | -7.2% | 0.685% | |
1/27/2021 | Cardan Capital Partners LLC | 17,639 | $1.54M | 0.2% | -65.3% | 4.642% | |
11/13/2020 | Morgan Stanley | 10,842 | $797K | 0.0% | +18.7% | 2.581% | |
11/5/2020 | Cardan Capital Partners LLC | 50,821 | $3.73M | 0.5% | -5.7% | 12.100% | |
11/5/2020 | Wells Fargo & Company MN | 4,329 | $318K | 0.0% | -2.9% | 0.902% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 2,805 | $206K | 0.0% | -26.2% | 0.561% | |
10/22/2020 | NEXT Financial Group Inc | 1,068 | $78K | 0.0% | N/A | 0.214% | |