4/23/2024 | Raymond James Financial Services Advisors Inc. | 129,993 | $2.13M | 0.0% | +4.5% | 0.000% | |
4/22/2024 | Rovin Capital UT ADV | 26,657 | $0.44M | 0.2% | +26.1% | 0.000% | |
4/22/2024 | Raymond James & Associates | 279,478 | $4.57M | 0.0% | +3.2% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 5,000 | $82K | 0.1% | N/A | 0.000% | |
4/10/2024 | Legacy Financial Strategies LLC | 11,905 | $0.20M | 0.1% | -8.9% | 0.000% | |
2/14/2024 | XML Financial LLC | 223,754 | $3.64M | 0.4% | -35.5% | 0.000% | |
2/13/2024 | ArchPoint Investors | 109,514 | $1.78M | 0.7% | +34.3% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 92,563 | $1.50M | 0.1% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 34,818 | $0.57M | 0.0% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 42,448 | $0.69M | 0.0% | +1.7% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 8,224 | $0.13M | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 57,830 | $0.94M | 0.1% | -20.7% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 213,224 | $3.47M | 0.3% | N/A | 0.000% | |
2/8/2024 | Summit X LLC | 25,052 | $0.41M | 0.1% | +31.5% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 10,930 | $0.18M | 0.1% | N/A | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 42,172 | $0.69M | 0.0% | -4.4% | 0.000% | |
2/8/2024 | Eudaimonia Partners LLC | 17,978 | $0.29M | 0.1% | N/A | 0.000% | |
2/7/2024 | NBC Securities Inc. | 2,000 | $32K | 0.0% | +100.0% | 0.000% | |
2/6/2024 | Sovereign Financial Group Inc. | 14,870 | $0.24M | 0.1% | -15.4% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 63,710 | $1.04M | 0.0% | -8.3% | 0.000% | |
2/6/2024 | Great Valley Advisor Group Inc. | 24,900 | $0.41M | 0.0% | -3.9% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 11,775 | $0.19M | 0.0% | -58.9% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 108,173 | $1.76M | 0.6% | N/A | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 86,449 | $1.41M | 0.1% | -35.5% | 0.000% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 29,982 | $0.49M | 0.2% | N/A | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 32,591 | $0.53M | 0.0% | N/A | 0.000% | |
2/1/2024 | Legacy Financial Strategies LLC | 13,075 | $0.21M | 0.1% | -49.5% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 20,513 | $0.33M | 0.0% | -13.4% | 0.000% | |
1/30/2024 | Bison Wealth LLC | 18,892 | $0.31M | 0.1% | -19.7% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 32,608 | $0.53M | 0.0% | -3.0% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 10,563 | $0.17M | 0.0% | -63.3% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,059 | $0.26M | 0.0% | N/A | 0.000% | |
1/19/2024 | Summit Financial Wealth Advisors LLC | 56,688 | $0.92M | 0.2% | -3.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 124,411 | $2.02M | 0.0% | -24.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 270,817 | $4.40M | 0.0% | +18.4% | 0.000% | |
1/11/2024 | JGP Wealth Management LLC | 32,918 | $0.54M | 0.1% | N/A | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 363,281 | $5.79M | 0.1% | +7.8% | 0.000% | |
11/14/2023 | Summit Financial Wealth Advisors LLC | 58,688 | $0.89M | 0.2% | -2.0% | 0.000% | |
11/13/2023 | Bison Wealth LLC | 23,537 | $0.38M | 0.1% | +101.1% | 0.000% | |
11/13/2023 | ArchPoint Investors | 81,514 | $1.30M | 0.5% | +84.6% | 0.000% | |
11/13/2023 | Legacy Financial Strategies LLC | 25,878 | $0.40M | 0.1% | -39.8% | 0.000% | |
11/9/2023 | UBS Group AG | 165,360 | $2.63M | 0.0% | -1.2% | 0.000% | |
11/8/2023 | ProVise Management Group LLC | 72,930 | $1.16M | 0.1% | -2.0% | 0.000% | |
11/8/2023 | NewEdge Wealth LLC | 33,619 | $0.54M | 0.0% | +14.0% | 0.000% | |
11/8/2023 | Western Wealth Management LLC | 23,689 | $0.38M | 0.0% | -13.2% | 0.000% | |
11/7/2023 | Kingsview Wealth Management LLC | 44,123 | $0.70M | 0.0% | -3.9% | 0.000% | |
11/7/2023 | Great Valley Advisor Group Inc. | 25,900 | $0.41M | 0.0% | -3.3% | 0.000% | |
11/6/2023 | XML Financial LLC | 346,933 | $5.53M | 0.7% | -1.4% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 10,087 | $0.16M | 0.0% | N/A | 0.000% | |
11/6/2023 | Summit X LLC | 19,050 | $0.30M | 0.1% | +33.4% | 0.000% | |
11/3/2023 | Sovereign Financial Group Inc. | 17,578 | $0.28M | 0.1% | +64.9% | 0.000% | |
10/25/2023 | Rovin Capital UT ADV | 20,885 | $0.33M | 0.1% | N/A | 0.000% | |
10/24/2023 | Center for Financial Planning Inc. | 2,000 | $32K | 0.0% | N/A | 0.000% | |
10/24/2023 | Goodwin Daniel L | 51,760 | $0.83M | 0.4% | +13.5% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 165,429 | $2.64M | 0.0% | +8.6% | 0.000% | |
10/24/2023 | Raymond James & Associates | 228,658 | $3.64M | 0.0% | -53.9% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 27,383 | $0.44M | 0.0% | -4.1% | 0.000% | |
10/12/2023 | Granite Bay Wealth Management LLC | 58,590 | $0.97M | 0.0% | N/A | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 74,432 | $1.27M | 0.1% | -0.9% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 20,000 | $0.34M | 0.0% | -71.2% | 0.000% | |
8/14/2023 | Bison Wealth LLC | 11,703 | $0.20M | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 372,295 | $6.36M | 0.0% | -10.5% | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 28,389 | $0.49M | 0.0% | +50.6% | 0.000% | |
8/7/2023 | XML Financial LLC | 351,908 | $6.01M | 0.7% | +3.9% | 0.000% | |
8/2/2023 | Sigma Planning Corp | 16,400 | $0.28M | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 16,046 | $0.27M | 0.0% | +45.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 155,843 | $2.66M | 0.0% | +9.3% | 0.000% | |
7/31/2023 | Sovereign Financial Group Inc. | 10,657 | $0.18M | 0.1% | N/A | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 26,881 | $0.46M | 0.0% | -11.7% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 152,370 | $2.60M | 0.0% | +2.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 495,727 | $8.46M | 0.0% | +0.3% | 0.000% | |
7/24/2023 | Goodwin Daniel L | 45,610 | $0.78M | 0.4% | +30.3% | 0.000% | |
7/14/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 1,575 | $27K | 0.0% | N/A | 0.000% | |
7/13/2023 | Transcend Capital Advisors LLC | 133,960 | $2.29M | 0.2% | -3.7% | 0.000% | |
7/12/2023 | Summit Financial Wealth Advisors LLC | 59,896 | $1.02M | 0.2% | -5.6% | 0.000% | |
5/12/2023 | AlphaCentric Advisors LLC | 11,242 | $0.20M | 0.1% | -56.8% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 416,169 | $7.23M | 0.1% | +6.2% | 0.000% | |
5/10/2023 | Summit X LLC | 14,280 | $0.25M | 0.1% | N/A | 0.000% | |
5/10/2023 | Legacy Financial Strategies LLC | 42,538 | $0.74M | 0.3% | +9.2% | 0.000% | |
5/10/2023 | Brandywine Oak Private Wealth LLC | 12,900 | $0.22M | 0.0% | -22.5% | 0.000% | |
5/8/2023 | NewEdge Wealth LLC | 29,486 | $0.51M | 0.0% | -4.9% | 0.000% | |
5/8/2023 | ProVise Management Group LLC | 75,082 | $1.31M | 0.1% | +12.3% | 0.000% | |
5/5/2023 | Truist Financial Corp | 11,020 | $0.19M | 0.0% | N/A | 0.000% | |
4/28/2023 | Ameritas Advisory Services LLC | 3,250 | $56K | 0.0% | N/A | 0.000% | |
4/25/2023 | Parallel Advisors LLC | 9,148 | $0.16M | 0.0% | +19.4% | 0.000% | |
4/20/2023 | Goodwin Daniel L | 35,010 | $0.61M | 0.3% | +54.2% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 148,014 | $2.57M | 0.0% | +25.6% | 0.000% | |
4/14/2023 | Raymond James & Associates | 494,133 | $8.59M | 0.0% | -3.3% | 0.000% | |
4/12/2023 | Transcend Capital Advisors LLC | 139,170 | $2.42M | 0.3% | +7.4% | 0.000% | |
4/10/2023 | Next Level Private LLC | 12,500 | $0.22M | 0.2% | -28.6% | 0.000% | |
3/6/2023 | Rockefeller Capital Management L.P. | 22,310 | $0.36M | 0.0% | +32.1% | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 243,440 | $3.91M | 0.1% | +26.6% | 0.000% | |
2/13/2023 | Kingsview Wealth Management LLC | 40,838 | $0.66M | 0.0% | -6.4% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 3,910 | $63K | 0.0% | N/A | 0.000% | |
2/10/2023 | ProVise Management Group LLC | 66,867 | $1.07M | 0.1% | -28.0% | 0.000% | |
2/10/2023 | XML Financial LLC | 290,258 | $4.66M | 0.6% | -6.5% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 117,881 | $1.89M | 0.0% | -39.3% | 0.000% | |
2/8/2023 | Raymond James & Associates | 510,946 | $8.21M | 0.0% | -8.7% | 0.000% | |
2/8/2023 | UBS Group AG | 209,756 | $3.37M | 0.0% | -2.8% | 0.000% | |
2/7/2023 | AlphaCentric Advisors LLC | 26,000 | $0.42M | 0.4% | +15.6% | 0.000% | |