11/25/2024 | Wilmington Savings Fund Society FSB | 13,025 | $56K | 0.0% | N/A | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 10,614 | $45K | 0.0% | -33.7% | 0.000% | |
11/19/2024 | Discipline Wealth Solutions LLC | 42,933 | $0.18M | 0.1% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 44,386 | $0.19M | 0.0% | -7.0% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 254,619 | $1.09M | 0.0% | +3.4% | 0.000% | |
11/15/2024 | Morse Asset Management Inc | 10,613 | $45K | 0.0% | -33.7% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 12,065 | $52K | 0.0% | N/A | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 27,758 | $0.12M | 0.0% | -14.6% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 17,103 | $73K | 0.0% | N/A | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 17,936 | $76K | 0.0% | -20.4% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 111,300 | $0.48M | 0.0% | +6.8% | 0.000% | |
11/1/2024 | Oxbow Advisors LLC | 91,750 | $0.39M | 0.0% | -29.5% | 0.000% | |
10/30/2024 | Capital Wealth Alliance LLC | 248,828 | $1.07M | 0.6% | -2.0% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 356,527 | $1.53M | 0.0% | -5.8% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 8,000 | $34K | 0.0% | N/A | 0.000% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 123,143 | $0.53M | 0.6% | -12.1% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 128,032 | $0.55M | 0.1% | +4.8% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 106,870 | $0.46M | 0.0% | -4.8% | 0.000% | |
10/23/2024 | Grimes & Company Inc. | 10,902 | $47K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 223,144 | $0.96M | 0.0% | +328.2% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 313,853 | $1.34M | 0.0% | +72.1% | 0.000% | |
10/22/2024 | Eastern Bank | 159,325 | $0.68M | 0.0% | N/A | 0.000% | |
10/22/2024 | Sequoia Financial Advisors LLC | 19,547 | $84K | 0.0% | N/A | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 15,134 | $65K | 0.0% | N/A | 0.000% | |
10/18/2024 | WestHill Financial Advisors Inc. | 12,100 | $52K | 0.0% | N/A | 0.000% | |
10/16/2024 | Optimum Investment Advisors | 237,104 | $1.02M | 0.4% | -3.1% | 0.000% | |
10/11/2024 | Creative Planning | 13,413 | $57K | 0.0% | N/A | 0.000% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 41,180 | $0.18M | 0.0% | +6.1% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 101,627 | $0.44M | 0.0% | +12.3% | 0.000% | |
10/3/2024 | Capital Market Strategies LLC | 28,851 | $0.12M | 0.1% | +9.5% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 10,800 | $44K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 487,696 | $1.98M | 0.0% | +9.8% | 0.000% | |
8/21/2024 | Truist Financial Corp | 66,052 | $0.27M | 0.0% | +4.2% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 210,371 | $0.85M | 0.0% | -19.8% | 0.000% | |
8/14/2024 | Morse Asset Management Inc | 16,000 | $65K | 0.0% | N/A | 0.000% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 84,049 | $0.34M | 0.1% | -4.8% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 112,213 | $0.45M | 0.0% | +45.7% | 0.000% | |
8/8/2024 | Main Street Financial Solutions LLC | 50,800 | $0.21M | 0.0% | N/A | 0.000% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 140,054 | $0.57M | 0.4% | -39.5% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 39,865 | $0.16M | 0.0% | -26.5% | 0.000% | |
8/6/2024 | Oxbow Advisors LLC | 130,200 | $0.58M | 0.1% | +41.9% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 182,356 | $0.74M | 0.0% | +6.0% | 0.000% | |
8/2/2024 | Midland Wealth Advisors LLC | 51,879 | $0.21M | 0.0% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 608,903 | $2.47M | 0.0% | +3.1% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 90,465 | $0.37M | 0.0% | +11.0% | 0.000% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 122,133 | $0.50M | 0.1% | +7.0% | 0.000% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 38,830 | $0.16M | 0.0% | +117.8% | 0.000% | |
7/17/2024 | Brown Lisle Cummings Inc. | 22,194 | $90K | 0.0% | -10.8% | 0.000% | |
7/12/2024 | Atlas Private Wealth Advisors | 10,000 | $40K | 0.0% | N/A | 0.000% | |
7/12/2024 | Optimum Investment Advisors | 244,581 | $0.99M | 0.4% | +3.8% | 0.000% | |
7/1/2024 | Capital Market Strategies LLC | 26,351 | $0.11M | 0.1% | +10.4% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 74,319 | $0.29M | 0.0% | +35.4% | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 444,368 | $1.72M | 0.0% | N/A | 0.000% | |
5/20/2024 | Highlander Capital Management LLC | 136,917 | $0.53M | 0.2% | -6.4% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 262,460 | $0.96M | 0.0% | +22.3% | 0.000% | |
5/16/2024 | Ashford Capital Management Inc. | 146,000 | $0.56M | 0.1% | -14.6% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 387,501 | $1.50M | 0.0% | +19.9% | 0.000% | |
5/11/2024 | Capital Wealth Alliance LLC | 253,627 | $0.98M | 0.6% | -35.2% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 296,327 | $1.14M | 0.4% | +32.9% | 0.000% | |
5/10/2024 | Nwam LLC | 163,226 | $0.64M | 0.1% | -6.0% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 27,753 | $0.11M | 0.0% | +24.9% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 81,490 | $0.32M | 0.0% | +11.8% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 104,200 | $0.40M | 0.0% | +19.4% | 0.000% | |
5/1/2024 | StoneX Group Inc. | 12,750 | $49K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 391,910 | $1.51M | 0.0% | -2.7% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 77,039 | $0.30M | 0.0% | +13.7% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 114,130 | $0.44M | 0.1% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 590,761 | $2.28M | 0.0% | +13.0% | 0.000% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 26,399 | $0.11M | 0.0% | +15.3% | 0.000% | |
4/22/2024 | Strategic Financial Concepts LLC | 23,500 | $91K | 0.0% | N/A | 0.000% | |
4/22/2024 | PFG Investments LLC | 78,859 | $0.30M | 0.0% | N/A | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 231,334 | $0.89M | 0.6% | -3.1% | 0.000% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 13,750 | $52K | 0.0% | N/A | 0.000% | |
2/6/2024 | Forte Capital LLC ADV | 16,302 | $61K | 0.0% | N/A | 0.000% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 238,723 | $0.90M | 0.7% | +2.2% | 0.000% | |
2/5/2024 | Choreo LLC | 11,200 | $42K | 0.0% | N/A | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 67,785 | $0.26M | 0.0% | +13.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 105,790 | $0.40M | 0.0% | +5.9% | 0.000% | |
1/12/2024 | Fortitude Family Office LLC | 43,000 | $0.16M | 0.1% | N/A | 0.000% | |
1/8/2024 | Capital Market Strategies LLC | 23,875 | $90K | 0.1% | +26.5% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 56,136 | $0.21M | 0.0% | -39.1% | 0.000% | |
11/9/2023 | Atomi Financial Group Inc. | 62,445 | $0.23M | 0.1% | N/A | 0.000% | |
11/9/2023 | Formidable Asset Management LLC | 2,119,270 | $7.76M | 1.7% | +1.3% | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 12,506 | $46K | 0.0% | N/A | 0.000% | |
11/1/2023 | Vanguard Capital Wealth Advisors | 233,496 | $0.86M | 0.8% | -2.2% | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 35,871 | $0.13M | 0.0% | +17.5% | 0.000% | |
10/19/2023 | L. Roy Papp & Associates LLP | 10,735 | $39K | 0.0% | N/A | 0.000% | |
10/10/2023 | International Assets Investment Management LLC | 73,662 | $0.27M | 0.0% | +45.7% | 0.000% | |
8/23/2023 | CTC Alternative Strategies Ltd. | 20,800 | $78K | 0.1% | N/A | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 628,753 | $2.35M | 0.0% | +2.7% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 170,342 | $0.64M | 0.0% | +10.4% | 0.000% | |
8/10/2023 | Nwam LLC | 173,534 | $0.65M | 0.1% | +361.5% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 464,293 | $1.74M | 0.0% | +11.5% | 0.000% | |
8/9/2023 | Coastal Investment Advisors Inc. | 11,330 | $42K | 0.0% | N/A | 0.000% | |
8/8/2023 | Vantage Financial Partners LLC | 26,566 | $99K | 0.0% | +44.7% | 0.000% | |
8/4/2023 | Atlas Private Wealth Advisors | 10,000 | $37K | 0.0% | N/A | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 101,689 | $0.38M | 0.0% | -3.5% | 0.000% | |
8/3/2023 | PFG Investments LLC | 11,066 | $41K | 0.0% | N/A | 0.000% | |
8/3/2023 | Optimum Investment Advisors | 212,300 | $0.79M | 0.4% | +5.2% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 87,300 | $0.33M | 0.0% | +633.6% | 0.000% | |