5/14/2024 | Cadence Bank | 94,835 | $4.35M | 0.3% | -4.6% | 0.564% | |
5/10/2024 | Osaic Holdings Inc. | 220,887 | $10.12M | 0.0% | -5.8% | 1.313% | |
5/8/2024 | Avantax Advisory Services Inc. | 51,431 | $2.36M | 0.0% | -3.0% | 0.306% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,701 | $307K | 0.0% | +26.5% | 0.040% | |
5/2/2024 | FinTrust Capital Advisors LLC | 30,466 | $1.40M | 0.3% | +63.6% | 0.181% | |
5/1/2024 | Janney Montgomery Scott LLC | 35,247 | $1.62M | 0.0% | -7.9% | 0.210% | |
|
4/30/2024 | Private Advisor Group LLC | 213,081 | $9.77M | 0.1% | +3.0% | 1.267% | |
4/30/2024 | J.W. Cole Advisors Inc. | 32,408 | $1.49M | 0.1% | +2.8% | 0.193% | |
4/29/2024 | Commonwealth Equity Services LLC | 92,300 | $4.23M | 0.0% | -12.7% | 0.549% | |
4/24/2024 | Essex Financial Services Inc. | 4,780 | $219K | 0.0% | -7.7% | 0.028% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,467 | $5.57M | 0.0% | +5.3% | 0.721% | |
4/22/2024 | Raymond James & Associates | 119,650 | $5.48M | 0.0% | +3.4% | 0.711% | |
4/11/2024 | International Assets Investment Management LLC | 6,767 | $308K | 0.0% | -7.3% | 0.035% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 687,316 | $31.50M | 3.9% | +2.8% | 3.527% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,643 | $116K | 0.0% | +577.7% | 0.014% | |
3/13/2024 | MONECO Advisors LLC | 5,132 | $224K | 0.0% | N/A | 0.026% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,835 | $80K | 0.0% | -88.4% | 0.009% | |
2/13/2024 | CIBC Private Wealth Group LLC | 12,834 | $561K | 0.0% | -4.9% | 0.066% | |
2/13/2024 | FinTrust Capital Advisors LLC | 18,617 | $814K | 0.2% | +14.7% | 0.096% | |
2/9/2024 | ProVise Management Group LLC | 6,530 | $285K | 0.0% | -9.1% | 0.034% | |
2/9/2024 | Wells Fargo & Company MN | 315,179 | $13.77M | 0.0% | -9.2% | 1.617% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 7,579 | $331K | 0.0% | N/A | 0.039% | |
2/9/2024 | UBS Group AG | 141,504 | $6.18M | 0.0% | -12.9% | 0.726% | |
2/8/2024 | Janney Montgomery Scott LLC | 38,252 | $1.67M | 0.0% | -20.7% | 0.196% | |
2/7/2024 | Avantax Advisory Services Inc. | 53,033 | $2.32M | 0.0% | -9.6% | 0.272% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,297 | $231K | 0.0% | N/A | 0.027% | |
2/7/2024 | Ethos Financial Group LLC | 14,279 | $624K | 0.1% | N/A | 0.073% | |
2/7/2024 | Sanctuary Wealth Management L.L.C. | 2,938 | $128K | 0.1% | +11.9% | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 206,781 | $9.04M | 0.1% | -4.0% | 1.061% | |
2/6/2024 | Carson Advisory Inc. | 5,100 | $223K | 0.2% | N/A | 0.026% | |
2/6/2024 | Essex Financial Services Inc. | 5,180 | $226K | 0.0% | N/A | 0.027% | |
2/5/2024 | MONECO Advisors LLC | 5,132 | $224K | 0.0% | N/A | 0.026% | |
2/2/2024 | Truist Financial Corp | 40,345 | $1.76M | 0.0% | -4.5% | 0.207% | |
1/25/2024 | International Assets Investment Management LLC | 7,301 | $319K | 0.0% | N/A | 0.037% | |
1/24/2024 | Stratos Wealth Partners LTD. | 12,946 | $566K | 0.0% | -6.5% | 0.066% | |
1/24/2024 | Allworth Financial LP | 90,480 | $3.95M | 0.0% | -7.2% | 0.464% | |
1/24/2024 | International Assets Investment Management LLC | 319,060 | $13.94M | 0.0% | N/A | 1.637% | |
1/18/2024 | Planned Solutions Inc. | 2,876 | $126K | 0.1% | N/A | 0.015% | |
1/17/2024 | IFG Advisory LLC | 11,159 | $488K | 0.0% | -7.3% | 0.057% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 668,605 | $29.22M | 3.9% | +578.5% | 3.431% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 115,342 | $5.04M | 0.0% | +0.6% | 0.592% | |
1/16/2024 | Raymond James & Associates | 115,751 | $5.06M | 0.0% | +6.8% | 0.594% | |
1/2/2024 | Anchor Investment Management LLC | 570 | $25K | 0.0% | N/A | 0.003% | |
11/14/2023 | Tower Research Capital LLC TRC | 15,870 | $590K | 0.0% | +265.5% | 0.081% | |
11/13/2023 | Cadence Bank | 96,035 | $3.57M | 0.3% | +0.8% | 0.493% | |
11/13/2023 | Stifel Financial Corp | 78,699 | $2.93M | 0.0% | -14.2% | 0.404% | |
11/13/2023 | LPL Financial LLC | 572,941 | $21.31M | 0.0% | -14.7% | 2.940% | |
11/13/2023 | WCG Wealth Advisors LLC | 22,776 | $855K | 0.1% | -15.5% | 0.117% | |
11/13/2023 | Kestra Advisory Services LLC | 8,032 | $299K | 0.0% | -48.7% | 0.041% | |
11/9/2023 | UBS Group AG | 162,412 | $6.04M | 0.0% | -1.8% | 0.833% | |
11/8/2023 | Herold Advisors Inc. | 12,282 | $457K | 0.1% | -8.6% | 0.063% | |
11/8/2023 | Janney Montgomery Scott LLC | 48,216 | $1.79M | 0.0% | -14.9% | 0.247% | |
11/8/2023 | Atria Wealth Solutions Inc. | 25,599 | $952K | 0.0% | -1.1% | 0.131% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 8,826 | $328K | 0.0% | +6.6% | 0.045% | |
11/8/2023 | Avantax Advisory Services Inc. | 58,677 | $2.18M | 0.0% | +1.6% | 0.301% | |
11/3/2023 | Private Advisor Group LLC | 215,493 | $8.02M | 0.1% | +4.2% | 1.106% | |
10/31/2023 | Allworth Financial LP | 97,527 | $3.63M | 0.0% | +0.4% | 0.500% | |
10/30/2023 | Sanctuary Wealth Management L.L.C. | 2,626 | $98K | 0.1% | +29.9% | 0.013% | |
10/24/2023 | J.W. Cole Advisors Inc. | 31,352 | $1.17M | 0.1% | +6.6% | 0.161% | |
10/24/2023 | Stratos Wealth Partners LTD. | 13,853 | $515K | 0.0% | +7.2% | 0.071% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 114,634 | $4.26M | 0.0% | +2.1% | 0.588% | |
10/24/2023 | Raymond James & Associates | 108,371 | $4.03M | 0.0% | -51.6% | 0.556% | |
10/24/2023 | FinTrust Capital Advisors LLC | 16,238 | $604K | 0.1% | +216.8% | 0.083% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 17,342 | $645K | 0.0% | -15.6% | 0.089% | |
10/23/2023 | Commonwealth Equity Services LLC | 141,087 | $5.25M | 0.0% | -14.3% | 0.724% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 98,536 | $3.67M | 0.5% | +8.2% | 0.506% | |
10/11/2023 | AE Wealth Management LLC | 29,300 | $1.09M | 0.0% | +4.7% | 0.150% | |
10/10/2023 | Tsfg LLC | 1,055 | $39K | 0.0% | -65.2% | 0.005% | |
10/5/2023 | QP Wealth Management LLC | 20,585 | $766K | 1.3% | +2.3% | 0.106% | |
9/26/2023 | Intrepid Capital Management Inc. | 3,737 | $146K | 0.1% | N/A | 0.019% | |
8/21/2023 | Osaic Holdings Inc. | 845,971 | $33.22M | 0.1% | +26.6% | 4.341% | |
8/15/2023 | Cadence Bank | 95,235 | $3.73M | 0.3% | -14.6% | 0.489% | |
8/11/2023 | Kestra Advisory Services LLC | 15,663 | $613K | 0.0% | -8.0% | 0.080% | |
8/10/2023 | Osaic Holdings Inc. | 845,971 | $33.22M | 0.1% | +26.6% | 4.341% | |
8/10/2023 | Commonwealth Equity Services LLC | 164,683 | $6.45M | 0.0% | -12.9% | 0.845% | |
8/10/2023 | US Bancorp DE | 5,912 | $231K | 0.0% | -56.6% | 0.030% | |
8/10/2023 | Private Advisor Group LLC | 206,777 | $8.09M | 0.1% | +11.6% | 1.061% | |
8/10/2023 | Cetera Advisors LLC | 11,033 | $432K | 0.0% | -8.1% | 0.057% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,100 | $395K | 0.0% | -6.7% | 0.052% | |
8/10/2023 | Cetera Investment Advisers | 101,381 | $3.97M | 0.0% | -3.8% | 0.520% | |
8/9/2023 | Flow Traders U.S. LLC | 23,989 | $939K | 0.0% | N/A | 0.123% | |
8/8/2023 | Prospera Financial Services Inc | 9,256 | $362K | 0.0% | -48.2% | 0.047% | |
8/4/2023 | Envestnet Asset Management Inc. | 68,770 | $2.69M | 0.0% | +1.7% | 0.353% | |
8/3/2023 | Atria Wealth Solutions Inc. | 25,889 | $1.01M | 0.0% | -11.3% | 0.133% | |
8/1/2023 | Truist Financial Corp | 40,219 | $1.57M | 0.0% | +15.2% | 0.206% | |
8/1/2023 | WealthBridge Capital Management LLC | 6,487 | $254K | 0.1% | -12.9% | 0.033% | |
7/31/2023 | LPL Financial LLC | 671,818 | $26.30M | 0.0% | -7.0% | 3.447% | |
7/31/2023 | NEIRG Wealth Management LLC | 296,504 | $11.61M | 2.1% | -9.9% | 1.521% | |
7/27/2023 | J.W. Cole Advisors Inc. | 29,418 | $1.15M | 0.1% | +30.4% | 0.139% | |
7/26/2023 | Janney Montgomery Scott LLC | 56,668 | $2.22M | 0.0% | -39.2% | 0.269% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 112,320 | $4.40M | 0.0% | -33.7% | 0.533% | |
7/25/2023 | Raymond James & Associates | 223,774 | $8.76M | 0.0% | -6.6% | 1.061% | |
7/25/2023 | Sanctuary Wealth Management L.L.C. | 2,022 | $79K | 0.1% | N/A | 0.010% | |
7/21/2023 | IFG Advisory LLC | 12,100 | $474K | 0.0% | -12.5% | 0.057% | |
7/20/2023 | Aurora Private Wealth Inc. | 6,542 | $256K | 0.3% | -73.5% | 0.031% | |
7/19/2023 | Heartwood Wealth Advisors LLC | 91,091 | $3.57M | 0.5% | +6.0% | 0.432% | |
7/18/2023 | Allworth Financial LP | 97,094 | $3.80M | 0.0% | -8.3% | 0.460% | |
7/18/2023 | Stratos Wealth Partners LTD. | 12,918 | $506K | 0.0% | +21.9% | 0.061% | |
7/18/2023 | Prudent Investors Network Inc. | 187,071 | $7.32M | 3.5% | -1.2% | 0.887% | |
7/17/2023 | Herold Advisors Inc. | 13,438 | $526K | 0.2% | -10.9% | 0.064% | |