5/16/2024 | B. Riley Wealth Advisors Inc. | 16,074 | $79K | 0.0% | N/A | 0.011% | |
5/9/2024 | Kingsview Wealth Management LLC | 94,349 | $466K | 0.0% | +3.0% | 0.065% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 10,031 | $50K | 0.0% | N/A | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 14,051 | $69K | 0.0% | +21.6% | 0.010% | |
4/29/2024 | Commonwealth Equity Services LLC | 760,010 | $3.75M | 0.0% | -12.8% | 0.520% | |
4/22/2024 | PFG Investments LLC | 59,790 | $295K | 0.0% | N/A | 0.041% | |
|
4/19/2024 | Tempus Wealth Planning LLC | 25,539 | $126K | 0.1% | -8.7% | 0.017% | |
4/17/2024 | Cornerstone Wealth Group LLC | 24,810 | $123K | 0.0% | N/A | 0.017% | |
4/11/2024 | Integrated Capital Management Inc. | 44,631 | $220K | 0.2% | +9.5% | 0.031% | |
4/10/2024 | Park Avenue Securities LLC | 264,095 | $1.31M | 0.0% | -1.0% | 0.181% | |
3/27/2024 | Nomura Holdings Inc. | 20,770 | $104K | 0.0% | N/A | 0.014% | |
3/22/2024 | Livelsberger Financial Advisory | 147,117 | $734K | 0.7% | N/A | 0.101% | |
2/17/2024 | Madison Wealth Partners Inc | 23,258 | $116K | 0.0% | N/A | 0.016% | |
2/13/2024 | Belpointe Asset Management LLC | 20,000 | $100K | 0.0% | +100.0% | 0.014% | |
2/12/2024 | Scotia Capital Inc. | 124,927 | $623K | 0.0% | +449.1% | 0.085% | |
2/9/2024 | Founders Financial Alliance LLC | 54,259 | $271K | 0.1% | +152.9% | 0.037% | |
2/8/2024 | Kingsview Wealth Management LLC | 91,574 | $457K | 0.0% | +2.7% | 0.063% | |
2/8/2024 | Meridian Wealth Management LLC | 12,085 | $60K | 0.0% | -71.9% | 0.008% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,551 | $58K | 0.0% | -96.3% | 0.008% | |
2/7/2024 | Principal Securities Inc. | 229,955 | $1.15M | 0.0% | N/A | 0.157% | |
2/6/2024 | Private Advisor Group LLC | 13,675 | $68K | 0.0% | +21.0% | 0.009% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 33,910 | $169K | 0.0% | -10.6% | 0.023% | |
2/2/2024 | Atria Wealth Solutions Inc. | 83,824 | $420K | 0.0% | +22.3% | 0.057% | |
2/1/2024 | Sigma Planning Corp | 100,141 | $500K | 0.0% | -50.0% | 0.069% | |
1/30/2024 | Carl P. Sherr & Co. LLC | 36,800 | $184K | 0.1% | +14.6% | 0.025% | |
1/24/2024 | International Assets Investment Management LLC | 53,393 | $266K | 0.0% | +263.2% | 0.037% | |
1/18/2024 | Future Financial Wealth Managment LLC | 10,000 | $50K | 0.0% | N/A | 0.007% | |
1/18/2024 | Good Life Advisors LLC | 40,102 | $200K | 0.0% | N/A | 0.027% | |
1/12/2024 | Mutual Advisors LLC | 17,477 | $87K | 0.0% | +62.2% | 0.012% | |
1/10/2024 | Integrated Capital Management Inc. | 40,765 | $203K | 0.2% | +6.7% | 0.028% | |
11/16/2023 | Belpointe Asset Management LLC | 10,000 | $44K | 0.0% | N/A | 0.007% | |
11/16/2023 | Penserra Capital Management LLC | 1,735,432 | $7.67M | 0.2% | -8.0% | 1.188% | |
11/15/2023 | KPP Advisory Services LLC | 43,475 | $192K | 0.1% | N/A | 0.030% | |
11/13/2023 | LPL Financial LLC | 796,450 | $3.52M | 0.0% | +1.0% | 0.545% | |
11/13/2023 | Kestra Advisory Services LLC | 42,136 | $186K | 0.0% | -61.3% | 0.029% | |
11/8/2023 | Atria Wealth Solutions Inc. | 68,556 | $305K | 0.0% | +18.7% | 0.047% | |
11/8/2023 | Avantax Advisory Services Inc. | 311,687 | $1.38M | 0.0% | +2,878.9% | 0.213% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 37,910 | $168K | 0.0% | N/A | 0.026% | |
11/7/2023 | Cornerstone Wealth Management LLC | 10,401 | $46K | 0.0% | N/A | 0.007% | |
11/1/2023 | 180 Wealth Advisors LLC | 20,693 | $91K | 0.0% | -13.4% | 0.014% | |
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10/26/2023 | Park Avenue Securities LLC | 234,011 | $1.03M | 0.0% | +7.6% | 0.160% | |
10/24/2023 | Stratos Wealth Partners LTD. | 12,055 | $53K | 0.0% | -57.1% | 0.008% | |
10/23/2023 | Commonwealth Equity Services LLC | 692,977 | $3.06M | 0.0% | +1.9% | 0.474% | |
10/17/2023 | Meridian Wealth Management LLC | 43,040 | $190K | 0.0% | +113.1% | 0.029% | |
10/13/2023 | Arkadios Wealth Advisors | 10,350 | $46K | 0.0% | -48.9% | 0.007% | |
10/10/2023 | Procyon Advisors LLC | 537,885 | $2.38M | 0.2% | -18.2% | 0.368% | |
8/24/2023 | Arlington Capital Management Inc. | 94,980 | $475K | 0.4% | +9.7% | 0.065% | |
8/15/2023 | Rivernorth Capital Management LLC | 3,860,586 | $19.30M | 1.0% | -1.4% | 2.642% | |
8/15/2023 | Cohen & Steers Inc. | 345,910 | $1.73M | 0.0% | -62.8% | 0.237% | |
8/11/2023 | Kestra Advisory Services LLC | 108,796 | $547K | 0.0% | +284.4% | 0.074% | |
8/11/2023 | Guggenheim Capital LLC | 497,712 | $2.49M | 0.0% | -25.3% | 0.341% | |
8/11/2023 | Penserra Capital Management LLC | 1,886,340 | $9.43M | 0.2% | +6.6% | 1.291% | |
8/10/2023 | Commonwealth Equity Services LLC | 679,911 | $3.40M | 0.0% | -1.1% | 0.465% | |
8/10/2023 | Moors & Cabot Inc. | 26,750 | $134K | 0.0% | N/A | 0.018% | |
8/10/2023 | Cetera Advisors LLC | 40,891 | $204K | 0.0% | +15.1% | 0.028% | |
8/10/2023 | Cetera Advisor Networks LLC | 294,615 | $1.47M | 0.0% | -47.2% | 0.202% | |
8/10/2023 | Cetera Investment Advisers | 54,670 | $273K | 0.0% | -15.3% | 0.037% | |
8/4/2023 | Parallel Advisors LLC | 13,803 | $69K | 0.0% | N/A | 0.009% | |
8/4/2023 | Envestnet Asset Management Inc. | 443,531 | $2.22M | 0.0% | -1.4% | 0.304% | |
8/4/2023 | Apollon Wealth Management LLC | 141,451 | $707K | 0.0% | +119.1% | 0.097% | |
8/3/2023 | Atria Wealth Solutions Inc. | 57,770 | $291K | 0.0% | +9.9% | 0.040% | |
8/3/2023 | RFG Advisory LLC | 13,960 | $70K | 0.0% | N/A | 0.010% | |
8/2/2023 | Meridian Wealth Management LLC | 20,201 | $101K | 0.0% | +13.5% | 0.014% | |
8/2/2023 | Sigma Planning Corp | 198,680 | $993K | 0.0% | -3.9% | 0.136% | |
7/31/2023 | LPL Financial LLC | 788,270 | $3.94M | 0.0% | +61.5% | 0.539% | |
7/31/2023 | Integrated Capital Management Inc. | 37,627 | $188K | 0.2% | +18.5% | 0.026% | |
7/31/2023 | Mutual Advisors LLC | 10,777 | $54K | 0.0% | N/A | 0.007% | |
7/28/2023 | Wagner Wealth Management LLC | 17,729 | $89K | 0.0% | -10.1% | 0.012% | |
7/26/2023 | Janney Montgomery Scott LLC | 12,646 | $63K | 0.0% | N/A | 0.009% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 32,529 | $163K | 0.0% | -16.3% | 0.022% | |
7/25/2023 | Raymond James & Associates | 28,448 | $142K | 0.0% | -27.9% | 0.019% | |
7/21/2023 | Creative Planning | 26,858 | $134K | 0.0% | N/A | 0.018% | |
7/20/2023 | International Assets Investment Management LLC | 13,000 | $65K | 0.0% | -32.3% | 0.009% | |
7/18/2023 | Stratos Wealth Partners LTD. | 28,079 | $140K | 0.0% | -85.8% | 0.019% | |
7/14/2023 | Park Avenue Securities LLC | 217,418 | $1.09M | 0.0% | +3.2% | 0.149% | |
7/12/2023 | 180 Wealth Advisors LLC | 23,895 | $121K | 0.0% | +34.7% | 0.016% | |
7/11/2023 | Worth Asset Management LLC | 11,070 | $55K | 0.0% | N/A | 0.008% | |
5/12/2023 | NewEdge Advisors LLC | 231,419 | $1.10M | 0.0% | -5.3% | 0.171% | |
5/11/2023 | Commonwealth Equity Services LLC | 687,795 | $3.28M | 0.0% | +7.9% | 0.507% | |
5/11/2023 | Scotia Capital Inc. | 22,750 | $109K | 0.0% | N/A | 0.017% | |
5/11/2023 | Guggenheim Capital LLC | 666,398 | $3.18M | 0.0% | -10.4% | 0.492% | |
5/10/2023 | Resources Investment Advisors LLC. | 15,938 | $76K | 0.0% | +19.5% | 0.012% | |
5/9/2023 | BDO Wealth Advisors LLC | 5,736 | $27K | 0.0% | -78.1% | 0.004% | |
5/8/2023 | Good Life Advisors LLC | 20,323 | $97K | 0.0% | -46.9% | 0.015% | |
5/8/2023 | Sigma Planning Corp | 206,729 | $986K | 0.0% | +4.7% | 0.153% | |
5/2/2023 | Carl P. Sherr & Co. LLC | 32,100 | $153K | 0.1% | N/A | 0.024% | |
5/2/2023 | Arkadios Wealth Advisors | 21,657 | $103K | 0.0% | -19.4% | 0.016% | |
4/26/2023 | Integrated Capital Management Inc. | 31,753 | $146K | 0.1% | -8.1% | 0.023% | |
4/24/2023 | Penserra Capital Management LLC | 1,768,753 | $8.44M | 0.2% | +41.3% | 1.305% | |
4/19/2023 | International Assets Investment Management LLC | 19,200 | $92K | 0.0% | -24.4% | 0.014% | |
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4/18/2023 | Park Avenue Securities LLC | 210,710 | $1.01M | 0.0% | -3.9% | 0.155% | |
4/17/2023 | MGO Private Wealth LLC | 20,063 | $96K | 0.1% | N/A | 0.015% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 38,843 | $185K | 0.0% | -14.2% | 0.029% | |
4/14/2023 | Raymond James & Associates | 39,446 | $188K | 0.0% | -10.9% | 0.029% | |
4/13/2023 | Lion Street Advisors LLC | 71,733 | $342K | 0.1% | N/A | 0.053% | |
4/10/2023 | Procyon Advisors LLC | 655,462 | $3.13M | 0.5% | +2.4% | 0.484% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 24,926 | $119K | 0.0% | +28.7% | 0.018% | |
3/6/2023 | Rockefeller Capital Management L.P. | 203,998 | $964K | 0.0% | -12.5% | 0.150% | |
2/14/2023 | Penserra Capital Management LLC | 1,252,072 | $5.92M | 0.1% | +9.9% | 0.924% | |
2/13/2023 | Kingsview Wealth Management LLC | 81,537 | $386K | 0.0% | -15.1% | 0.060% | |