4/15/2024 | Future Financial Wealth Managment LLC | 6,900 | $83K | 0.1% | N/A | 0.000% | |
4/12/2024 | Gilman Hill Asset Management LLC | 33,175 | $0.40M | 0.1% | +8.1% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 19,316 | $0.23M | 0.1% | N/A | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 53,862 | $0.65M | 0.0% | N/A | 0.000% | |
2/12/2024 | Catalytic Wealth RIA LLC | 12,302 | $0.15M | 0.1% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 66,894 | $0.81M | 0.0% | +3.3% | 0.000% | |
2/9/2024 | UBS Group AG | 39,394 | $0.48M | 0.0% | +5.3% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 81,934 | $0.99M | 0.4% | -10.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 12,759 | $0.15M | 0.1% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 24,535 | $0.30M | 0.3% | N/A | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 37,593 | $0.45M | 0.1% | -2.8% | 0.000% | |
1/25/2024 | E&G Advisors LP | 87,552 | $1.06M | 0.4% | -27.7% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 11,553 | $0.14M | 0.0% | -11.0% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 139,676 | $1.69M | 0.0% | +976.0% | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 92,036 | $1.11M | 0.7% | +60.2% | 0.000% | |
1/18/2024 | TFB Advisors LLC | 93,707 | $1.13M | 0.6% | -12.8% | 0.000% | |
1/18/2024 | Uncommon Cents Investing LLC | 306,155 | $3.70M | 1.2% | -1.5% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 496,782 | $6.01M | 0.0% | -3.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 117,468 | $1.42M | 0.0% | -5.6% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 146,730 | $1.77M | 0.0% | -11.8% | 0.000% | |
11/21/2023 | Comerica Bank | 5,950 | $68K | 0.0% | N/A | 0.000% | |
11/15/2023 | Evergreen Capital Management LLC | 11,375 | $0.13M | 0.0% | -25.0% | 0.000% | |
11/15/2023 | 1607 Capital Partners LLC | 135,571 | $1.56M | 0.1% | +3.3% | 0.000% | |
11/13/2023 | LPL Financial LLC | 34,377 | $0.40M | 0.0% | -26.6% | 0.000% | |
11/13/2023 | TFB Advisors LLC | 107,454 | $1.24M | 1.5% | -5.3% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 945,510 | $10.86M | 1.3% | -58.3% | 0.000% | |
11/13/2023 | Invesco Ltd. | 16,036 | $0.18M | 0.0% | -11.3% | 0.000% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 227,736 | $2.62M | 0.2% | +124.1% | 0.000% | |
11/9/2023 | UBS Group AG | 37,399 | $0.43M | 0.0% | +8.3% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 91,261 | $1.06M | 0.5% | N/A | 0.000% | |
10/30/2023 | Private Management Group Inc. | 142,843 | $1.64M | 0.1% | -1.6% | 0.000% | |
10/26/2023 | Punch & Associates Investment Management Inc. | 911,743 | $10.48M | 0.7% | +3.9% | 0.000% | |
10/25/2023 | E&G Advisors LP | 121,022 | $1.39M | 0.5% | -2.3% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 513,203 | $5.90M | 0.0% | -1.2% | 0.000% | |
10/24/2023 | Raymond James & Associates | 124,464 | $1.43M | 0.0% | -9.5% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,473 | $0.17M | 0.0% | -7.3% | 0.000% | |
10/20/2023 | Camelot Portfolios LLC | 57,462 | $0.66M | 0.6% | -22.8% | 0.000% | |
10/16/2023 | Capital Investment Advisors LLC | 166,305 | $1.91M | 0.1% | -3.6% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 61,038 | $0.72M | 0.0% | -8.5% | 0.000% | |
8/17/2023 | Coppell Advisory Solutions LLC | 3,403 | $40K | 0.0% | N/A | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 302,107 | $3.55M | 0.0% | -2.8% | 0.000% | |
8/15/2023 | Royal Bank of Canada | 21,619 | $0.25M | 0.0% | -8.8% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 60,698 | $0.71M | 0.0% | -5.6% | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 101,625 | $1.19M | 0.1% | N/A | 0.000% | |
8/11/2023 | Weiss Asset Management LP | 20,829 | $0.25M | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 267,080 | $3.14M | 0.0% | +7.4% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 61,038 | $0.72M | 0.0% | -8.5% | 0.000% | |
8/10/2023 | Sit Investment Associates Inc. | 487,566 | $5.73M | 0.1% | +34.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 46,847 | $0.55M | 0.0% | +11.2% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 519,220 | $6.10M | 0.0% | -1.8% | 0.000% | |
7/25/2023 | Raymond James & Associates | 137,469 | $1.62M | 0.0% | -1.4% | 0.000% | |
7/25/2023 | Camelot Portfolios LLC | 74,405 | $0.87M | 0.5% | +11.9% | 0.000% | |
7/21/2023 | E&G Advisors LP | 123,922 | $1.46M | 0.5% | -1.1% | 0.000% | |
7/20/2023 | International Assets Investment Management LLC | 12,981 | $0.15M | 0.0% | +11.8% | 0.000% | |
7/20/2023 | Csenge Advisory Group | 13,220 | $0.16M | 0.0% | -9.0% | 0.000% | |
7/20/2023 | Uncommon Cents Investing LLC | 310,780 | $3.65M | 1.3% | -0.6% | 0.000% | |
7/18/2023 | TFB Advisors LLC | 113,503 | $1.33M | 0.6% | +4.5% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 172,583 | $2.03M | 0.1% | -3.0% | 0.000% | |
5/18/2023 | JPMorgan Chase & Co. | 4,636 | $56K | 0.0% | N/A | 0.000% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 78,667 | $0.94M | 0.0% | +3.7% | 0.000% | |
5/15/2023 | Punch & Associates Investment Management Inc. | 912,737 | $10.94M | 0.7% | +10.1% | 0.000% | |
5/12/2023 | Stifel Financial Corp | 64,280 | $0.77M | 0.0% | -19.6% | 0.000% | |
5/12/2023 | Bank of America Corp DE | 36,297 | $0.44M | 0.0% | +3.2% | 0.000% | |
5/12/2023 | UBS Group AG | 65,300 | $0.78M | 0.0% | -16.2% | 0.000% | |
5/12/2023 | NewEdge Advisors LLC | 10,567 | $0.12M | 0.0% | +2,197.2% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 37,514 | $0.45M | 0.1% | N/A | 0.000% | |
5/11/2023 | Bramshill Investments LLC | 2,255,665 | $27.02M | 3.2% | -0.3% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 248,584 | $2.98M | 0.0% | +29.0% | 0.000% | |
5/8/2023 | Private Management Group Inc. | 148,676 | $1.78M | 0.1% | -1.2% | 0.000% | |
4/20/2023 | Camelot Portfolios LLC | 66,483 | $0.80M | 0.6% | +12.2% | 0.000% | |
4/17/2023 | E&G Advisors LP | 125,322 | $1.50M | 0.5% | -2.8% | 0.000% | |
4/14/2023 | Uncommon Cents Investing LLC | 312,530 | $3.74M | 1.4% | -1.2% | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 528,584 | $6.33M | 0.0% | +22.9% | 0.000% | |
4/11/2023 | RVW Wealth LLC | 19,500 | $0.23M | 0.0% | N/A | 0.000% | |
4/10/2023 | TFB Advisors LLC | 108,630 | $1.30M | 1.0% | +7.1% | 0.000% | |
4/10/2023 | Capital Investment Advisors LLC | 177,973 | $2.13M | 0.1% | -6.0% | 0.000% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 3,247 | $41K | 0.0% | N/A | 0.000% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 75,881 | $0.95M | 0.0% | +2.7% | 0.000% | |
2/15/2023 | TFB Advisors LLC | 101,408 | $1.27M | 1.1% | N/A | 0.000% | |
2/15/2023 | Morgan Stanley | 391,396 | $4.89M | 0.0% | +1.8% | 0.000% | |
2/15/2023 | Freedom Wealth Alliance LLC | 2,000 | $25K | 0.0% | N/A | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 320,425 | $4M | 0.0% | -8.7% | 0.000% | |
2/10/2023 | City of London Investment Management Co. Ltd. | 103,324 | $1.29M | 0.1% | +18.6% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 35,156 | $0.44M | 0.0% | -15.6% | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 125,955 | $1.57M | 0.0% | N/A | 0.000% | |
2/9/2023 | Chicago Partners Investment Group LLC | 11,641 | $0.15M | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 430,218 | $5.37M | 0.0% | -3.9% | 0.000% | |
2/8/2023 | Raymond James & Associates | 138,573 | $1.73M | 0.0% | -10.6% | 0.000% | |
2/8/2023 | UBS Group AG | 77,950 | $0.97M | 0.0% | -34.8% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 16,581 | $0.21M | 0.0% | -5.6% | 0.000% | |
2/3/2023 | Private Management Group Inc. | 150,506 | $1.88M | 0.1% | +49.4% | 0.000% | |
1/31/2023 | AE Wealth Management LLC | 12,964 | $0.16M | 0.0% | -39.6% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 11,626 | $0.15M | 0.0% | N/A | 0.000% | |
1/26/2023 | GraniteShares Advisors LLC | 187,516 | $2.34M | 1.9% | -0.6% | 0.000% | |
1/25/2023 | Camelot Portfolios LLC | 59,261 | $0.74M | 0.5% | +14.9% | 0.000% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 147,994 | $1.85M | 0.0% | +29.1% | 0.000% | |
1/20/2023 | Clear Harbor Asset Management LLC | 16,201 | $0.20M | 0.0% | -14.0% | 0.000% | |
1/13/2023 | E&G Advisors LP | 128,972 | $1.61M | 0.6% | -3.2% | 0.000% | |
1/5/2023 | Capital Investment Advisors LLC | 189,375 | $2.36M | 0.1% | -4.9% | 0.000% | |
11/16/2022 | Jane Street Group LLC | 16,713 | $0.19M | 0.0% | N/A | 0.000% | |