5/8/2024 | Watershed Private Wealth LLC | 16,847 | $0.12M | 0.1% | -18.4% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 27,305 | $0.20M | 0.0% | -8.8% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 19,421 | $0.14M | 0.0% | -15.6% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 47,110 | $0.34M | 0.0% | -29.9% | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 152,772 | $1.10M | 0.1% | -6.7% | 0.000% | |
5/3/2024 | Carson Advisory Inc. | 33,710 | $0.24M | 0.2% | +74.6% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 91,507 | $0.66M | 0.0% | -7.3% | 0.000% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 10,000 | $72K | 0.1% | N/A | 0.000% | |
5/2/2024 | Choreo LLC | 83,362 | $0.60M | 0.0% | N/A | 0.000% | |
5/1/2024 | StoneX Group Inc. | 31,314 | $0.23M | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 532,770 | $3.83M | 0.0% | +23.5% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 73,000 | $0.52M | 0.0% | N/A | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 175,476 | $1.26M | 0.0% | -4.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,763,421 | $12.68M | 0.0% | -1.6% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 13,733 | $99K | 0.0% | -50.8% | 0.000% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 10,000 | $72K | 0.0% | N/A | 0.000% | |
4/25/2024 | Eudaimonia Partners LLC | 79,061 | $0.57M | 0.1% | -10.5% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 475,059 | $3.42M | 0.0% | -1.5% | 0.000% | |
4/24/2024 | PSI Advisors LLC | 6,500 | $47K | 0.0% | -50.4% | 0.000% | |
4/24/2024 | CENTRAL TRUST Co | 17,498 | $0.13M | 0.0% | -57.1% | 0.000% | |
4/24/2024 | Spire Wealth Management | 85,649 | $0.62M | 0.0% | +20.1% | 0.000% | |
4/23/2024 | Wealth Advisory Solutions LLC | 14,000 | $0.10M | 0.0% | N/A | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 22,115 | $0.16M | 0.0% | -13.7% | 0.000% | |
4/23/2024 | Petra Financial Advisors Inc. | 204,892 | $1.47M | 1.1% | -0.8% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 578,624 | $4.16M | 0.0% | -1.5% | 0.000% | |
4/23/2024 | Stonegate Investment Group LLC | 15,988 | $0.12M | 0.0% | -11.0% | 0.000% | |
4/22/2024 | Strategic Financial Concepts LLC | 20,553 | $0.15M | 0.0% | +89.0% | 0.000% | |
4/22/2024 | Raymond James & Associates | 2,269,985 | $16.32M | 0.0% | +4.8% | 0.000% | |
4/22/2024 | Investors Asset Management of Georgia Inc. GA ADV | 39,000 | $0.28M | 0.1% | -4.9% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 677,633 | $4.87M | 0.3% | +21.3% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 12,541 | $90K | 0.0% | +16.9% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 91,290 | $0.66M | 0.0% | -6.8% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 12,000 | $86K | 0.1% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 4,780 | $34K | 0.0% | N/A | 0.000% | |
4/15/2024 | Financial Enhancement Group LLC | 71,977 | $0.50M | 0.1% | -3.5% | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 44,959 | $0.32M | 0.3% | +38.9% | 0.000% | |
4/11/2024 | RFG Advisory LLC | 10,209 | $73K | 0.0% | N/A | 0.000% | |
4/10/2024 | LexAurum Advisors LLC | 44,260 | $0.32M | 0.1% | -38.1% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 326,379 | $2.35M | 0.0% | +20.8% | 0.000% | |
4/5/2024 | CWM LLC | 9,133 | $66K | 0.0% | +21.3% | 0.000% | |
4/3/2024 | Campbell Capital Management Inc. | 399,064 | $2.87M | 1.3% | +0.8% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 61,942 | $0.42M | 0.0% | N/A | 0.000% | |
3/18/2024 | CoreFirst Bank & Trust | 10,092 | $68K | 0.0% | +69.2% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 48,676 | $0.33M | 0.0% | +331.3% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 18,441 | $0.13M | 0.0% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 11,153 | $75K | 0.0% | N/A | 0.000% | |
2/28/2024 | Abel Hall LLC | 10,000 | $68K | 0.1% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 269,535 | $1.91M | 0.1% | N/A | 0.000% | |
2/23/2024 | Beacon Financial Group | 13,432 | $91K | 0.0% | N/A | 0.000% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 12,855 | $87K | 0.0% | N/A | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 102,293 | $0.69M | 0.3% | +313.5% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 1,395,741 | $9.44M | 0.0% | +58.4% | 0.000% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 4,708 | $32K | 0.0% | N/A | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 16,546 | $0.11M | 0.0% | N/A | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 35,493 | $0.24M | 0.1% | N/A | 0.000% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 48,719 | $0.33M | 0.2% | N/A | 0.000% | |
2/12/2024 | Tradition Wealth Management LLC | 13,369 | $90K | 0.0% | N/A | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 52,969 | $0.36M | 0.3% | N/A | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 29,054 | $0.20M | 0.0% | N/A | 0.000% | |
2/12/2024 | RPO LLC | 687,473 | $4.65M | 6.9% | +60.5% | 0.000% | |
2/9/2024 | AXS Investments LLC | 27,000 | $0.18M | 0.0% | N/A | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 482,426 | $3.26M | 0.0% | +711.6% | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 7,474 | $51K | 0.0% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 26,596 | $0.18M | 0.0% | N/A | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 3,232,672 | $21.85M | 0.0% | +104.7% | 0.000% | |
2/9/2024 | Coldstream Capital Management Inc. | 10,935 | $74K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 3,386,454 | $22.89M | 0.0% | +1,159.2% | 0.000% | |
2/8/2024 | Level Four Advisory Services LLC | 76,337 | $0.52M | 0.0% | +75.6% | 0.000% | |
2/8/2024 | Financial Advocates Investment Management | 17,057 | $0.12M | 0.0% | N/A | 0.000% | |
2/8/2024 | Matisse Capital | 122,612 | $0.83M | 0.4% | N/A | 0.000% | |
2/8/2024 | FCA Corp TX | 177,506 | $1.20M | 0.4% | N/A | 0.000% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 11,770 | $80K | 0.0% | N/A | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 17,443 | $0.12M | 0.0% | +20.0% | 0.000% | |
2/8/2024 | Eudaimonia Partners LLC | 88,320 | $0.60M | 0.2% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 431,387 | $2.92M | 0.0% | +85.0% | 0.000% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 17,892 | $0.12M | 0.0% | N/A | 0.000% | |
2/8/2024 | Advisor OS LLC | 28,924 | $0.20M | 0.0% | N/A | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 37,019 | $0.25M | 0.0% | N/A | 0.000% | |
2/7/2024 | Ieq Capital LLC | 17,340 | $0.12M | 0.0% | N/A | 0.000% | |
2/7/2024 | NBC Securities Inc. | 6,943 | $46K | 0.0% | +247.2% | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 96,105 | $0.65M | 0.0% | -4.8% | 0.000% | |
2/7/2024 | Watershed Private Wealth LLC | 20,643 | $0.14M | 0.1% | N/A | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 472,136 | $3.19M | 1.3% | +183.3% | 0.000% | |
2/7/2024 | Berger Financial Group Inc | 29,019 | $0.20M | 0.0% | N/A | 0.000% | |
2/7/2024 | Principal Securities Inc. | 81,443 | $0.55M | 0.0% | N/A | 0.000% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 7,409 | $50K | 0.0% | +31.2% | 0.000% | |
2/6/2024 | Blue Barn Wealth LLC | 10,840 | $73K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 182,964 | $1.24M | 0.0% | +52.5% | 0.000% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 97,954 | $0.66M | 0.0% | +263.6% | 0.000% | |
2/6/2024 | Spire Wealth Management | 71,301 | $0.50M | 0.0% | +1,057.7% | 0.000% | |
2/6/2024 | Clifford Swan Investment Counsel LLC | 18,952 | $0.13M | 0.0% | N/A | 0.000% | |
2/6/2024 | Valley Brook Capital Group Inc. | 13,489 | $91K | 0.1% | N/A | 0.000% | |
2/6/2024 | VeraBank N.A. | 13,658 | $92K | 0.0% | N/A | 0.000% | |
2/6/2024 | Carson Advisory Inc. | 19,310 | $0.13M | 0.1% | N/A | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 27,938 | $0.19M | 0.0% | +200.4% | 0.000% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 20,598 | $0.14M | 0.1% | +78.0% | 0.000% | |
2/5/2024 | Arnhold LLC | 18,226 | $0.12M | 0.0% | N/A | 0.000% | |
2/5/2024 | Alpha Cubed Investments LLC | 15,899 | $0.11M | 0.0% | N/A | 0.000% | |
2/5/2024 | WealthTrust Axiom LLC | 22,329 | $0.15M | 0.1% | N/A | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 18,988 | $0.13M | 0.0% | +37.6% | 0.000% | |