5/29/2024 | Pathway Financial Advisers LLC | 1,302 | $71K | 0.0% | N/A | 0.009% | |
5/24/2024 | Cetera Advisors LLC | 106,622 | $5.82M | 0.0% | +587.0% | 0.716% | |
5/24/2024 | Cetera Investment Advisers | 125,597 | $6.85M | 0.0% | +2,269.3% | 0.843% | |
5/16/2024 | Global Financial Private Client LLC | 11,111 | $602K | 0.3% | +440.9% | 0.075% | |
5/16/2024 | Kraft Davis & Associates LLC | 6,020 | $319K | 0.1% | +281.3% | 0.040% | |
5/14/2024 | EP Wealth Advisors LLC | 4,040 | $220K | 0.0% | +359.1% | 0.027% | |
|
5/10/2024 | Osaic Holdings Inc. | 154,308 | $8.42M | 0.0% | +398.6% | 1.036% | |
5/10/2024 | First Foundation Advisors | 7,850 | $428K | 0.0% | +400.0% | 0.053% | |
5/10/2024 | Garrison Point Advisors LLC | 11,710 | $639K | 0.4% | +400.0% | 0.079% | |
5/9/2024 | HBK Sorce Advisory LLC | 8,376 | $457K | 0.0% | +260.3% | 0.054% | |
5/9/2024 | Kingsview Wealth Management LLC | 118,042 | $6.44M | 0.2% | +2,686.0% | 0.759% | |
5/9/2024 | Condor Capital Management | 46,754 | $2.55M | 0.2% | +395.0% | 0.301% | |
5/9/2024 | Koshinski Asset Management Inc. | 17,175 | $937K | 0.1% | +190.0% | 0.110% | |
5/8/2024 | Avantax Advisory Services Inc. | 71,772 | $3.91M | 0.0% | +434.8% | 0.462% | |
5/7/2024 | Primoris Wealth Advisors LLC | 5,500 | $300K | 0.2% | +400.0% | 0.035% | |
5/7/2024 | 49 Wealth Management LLC | 187,684 | $10.17M | 2.2% | +445.7% | 1.207% | |
5/7/2024 | KCM Investment Advisors LLC | 7,437 | $406K | 0.0% | +400.8% | 0.048% | |
5/7/2024 | Oppenheimer & Co. Inc. | 19,887 | $1.09M | 0.0% | N/A | 0.128% | |
5/6/2024 | Leuthold Group LLC | 56,445 | $3.08M | 0.3% | +427.6% | 0.363% | |
5/6/2024 | Concord Investment Counsel Inc. | 6,655 | $363K | 0.1% | N/A | 0.043% | |
5/6/2024 | Manchester Capital Management LLC | 4,000 | $218K | 0.0% | +400.0% | 0.026% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 4,445 | $242K | 0.1% | +402.3% | 0.029% | |
5/2/2024 | Haverford Trust Co | 7,365 | $402K | 0.0% | +400.0% | 0.047% | |
5/2/2024 | CNB Bank | 610 | $33K | 0.0% | +400.0% | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,937 | $1.31M | 0.0% | +408.6% | 0.154% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 864 | $47K | 0.0% | +336.4% | 0.006% | |
4/30/2024 | Private Advisor Group LLC | 9,350 | $510K | 0.0% | +362.4% | 0.060% | |
4/30/2024 | SpiderRock Advisors LLC | 12,370 | $663K | 0.0% | N/A | 0.080% | |
4/30/2024 | WealthBridge Capital Management LLC | 6,778 | $370K | 0.1% | +399.9% | 0.044% | |
4/30/2024 | Arkadios Wealth Advisors | 6,741 | $368K | 0.0% | +406.8% | 0.043% | |
4/30/2024 | Caprock Group LLC | 22,300 | $1.22M | 0.1% | +400.0% | 0.143% | |
4/30/2024 | Perigon Wealth Management LLC | 7,972 | $435K | 0.0% | +405.5% | 0.051% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 1,865 | $102K | 0.1% | +566.1% | 0.012% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 3,475 | $190K | 0.1% | +400.0% | 0.022% | |
4/29/2024 | Commonwealth Equity Services LLC | 81,432 | $4.44M | 0.0% | +389.5% | 0.524% | |
4/29/2024 | Meritage Portfolio Management | 126,958 | $6.92M | 0.4% | N/A | 0.816% | |
4/29/2024 | Crescent Grove Advisors LLC | 5,530 | $302K | 0.0% | +400.0% | 0.036% | |
4/29/2024 | HighMark Wealth Management LLC | 997 | $54K | 0.0% | +401.0% | 0.006% | |
4/26/2024 | Terra Nova Asset Management LLC | 25,925 | $1.41M | 1.1% | +409.9% | 0.167% | |
4/26/2024 | Tritonpoint Wealth LLC | 8,050 | $439K | 0.0% | +243.0% | 0.052% | |
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4/25/2024 | Valeo Financial Advisors LLC | 6,490 | $339K | 0.0% | +400.0% | 0.042% | |
4/25/2024 | IAG Wealth Partners LLC | 640 | $35K | 0.0% | +400.0% | 0.004% | |
4/24/2024 | Spire Wealth Management | 1,471 | $80K | 0.0% | +400.3% | 0.009% | |
4/24/2024 | Financial Freedom LLC | 16,109 | $879K | 0.5% | +334.1% | 0.104% | |
4/23/2024 | Iowa State Bank | 10,000 | $545K | 0.1% | +400.0% | 0.064% | |
4/23/2024 | Global Retirement Partners LLC | 2,589 | $141K | 0.0% | +382.1% | 0.017% | |
4/23/2024 | Mason & Associates Inc | 76,227 | $4.16M | 1.1% | +432.3% | 0.490% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 7,537 | $411K | 0.0% | +408.6% | 0.048% | |
4/23/2024 | Fifth Third Bancorp | 750 | $41K | 0.0% | +400.0% | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 82,591 | $4.51M | 0.0% | +396.7% | 0.531% | |
4/22/2024 | PFG Investments LLC | 8,314 | $453K | 0.0% | +577.6% | 0.053% | |
4/22/2024 | Drive Wealth Management LLC | 11,026 | $601K | 0.2% | +400.0% | 0.071% | |
4/20/2024 | KWB Wealth | 7,170 | $391K | 0.1% | N/A | 0.189% | |
4/18/2024 | Aviance Capital Partners LLC | 4,250 | $232K | 0.0% | +400.0% | 0.112% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 16,401 | $895K | 0.3% | +393.1% | 0.432% | |
4/16/2024 | Toth Financial Advisory Corp | 2,350 | $128K | 0.0% | +400.0% | 0.062% | |
4/16/2024 | Tsfg LLC | 2,053 | $112K | 0.0% | +25.0% | 0.054% | |
4/16/2024 | Register Financial Advisors LLC | 455 | $25K | 0.0% | +400.0% | 0.012% | |
4/16/2024 | Powell Investment Advisors LLC | 1,745 | $95K | 0.1% | +400.0% | 0.046% | |
4/16/2024 | Tlwm | 3,780 | $206K | 0.0% | N/A | 0.099% | |
4/15/2024 | Signet Financial Management LLC | 4,920 | $268K | 0.0% | +383.3% | 0.129% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,500 | $245K | 0.2% | +400.0% | 0.118% | |
4/15/2024 | Sunbelt Securities Inc. | 7,113 | $388K | 0.0% | +400.2% | 0.187% | |
4/13/2024 | Evanson Asset Management LLC | 12,125 | $661K | 0.1% | +400.6% | 0.319% | |
4/12/2024 | Harbor Investment Advisory LLC | 2,200 | $120K | 0.0% | +400.0% | 0.058% | |
4/11/2024 | Cooper Financial Group | 5,837 | $318K | 0.1% | N/A | 0.154% | |
4/11/2024 | Salem Investment Counselors Inc. | 1,750 | $95K | 0.0% | +483.3% | 0.046% | |
4/11/2024 | Sebold Capital Management Inc. | 7,030 | $383K | 0.3% | +400.0% | 0.185% | |
4/10/2024 | SOA Wealth Advisors LLC. | 500 | $27K | 0.0% | +400.0% | 0.013% | |
4/5/2024 | NBC Securities Inc. | 6,603 | $361K | 0.0% | +393.5% | 0.174% | |
4/4/2024 | Trust Co. of Toledo NA OH | 24,365 | $1.33M | 0.2% | +419.4% | 0.641% | |
3/14/2024 | Leo Wealth LLC | 5,535 | $1.45M | 0.2% | N/A | 0.146% | |
3/5/2024 | Wellington Management Group LLP | 20,884 | $5.48M | 0.0% | -8.0% | 0.550% | |
3/5/2024 | Twin Focus Capital Partners LLC | 8,740 | $2.30M | 0.2% | N/A | 0.230% | |
3/1/2024 | Goldman Sachs Group Inc. | 121,616 | $31.93M | 0.0% | -4.3% | 3.200% | |
2/26/2024 | Centaurus Financial Inc. | 615 | $161K | 0.0% | -11.3% | 0.016% | |
2/13/2024 | Peapack Gladstone Financial Corp | 14,201 | $3.73M | 0.1% | -2.5% | 0.374% | |
2/13/2024 | Jones Financial Companies Lllp | 1,239 | $325K | 0.0% | N/A | 0.033% | |
2/12/2024 | Condor Capital Management | 9,445 | $2.48M | 0.3% | +1.1% | 0.249% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,417 | $635K | 0.0% | -4.8% | 0.064% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 1,482 | $389K | 0.0% | -3.6% | 0.039% | |
2/9/2024 | Certified Advisory Corp | 3,464 | $909K | 0.1% | -16.3% | 0.091% | |
2/9/2024 | Wells Fargo & Company MN | 62,032 | $16.29M | 0.0% | -20.4% | 1.632% | |
2/9/2024 | UBS Group AG | 63,022 | $16.55M | 0.0% | -18.4% | 1.658% | |
2/8/2024 | Kingsview Wealth Management LLC | 4,237 | $1.11M | 0.0% | +40.3% | 0.112% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,158 | $1.35M | 0.0% | -3.2% | 0.136% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,421 | $3.52M | 0.0% | -20.6% | 0.353% | |
2/7/2024 | Ieq Capital LLC | 2,109 | $554K | 0.0% | -8.7% | 0.056% | |
2/7/2024 | Principal Securities Inc. | 1,704 | $447K | 0.0% | N/A | 0.045% | |
2/6/2024 | Lincoln National Corp | 1,165 | $306K | 0.0% | -17.6% | 0.031% | |
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2/6/2024 | Private Advisor Group LLC | 2,022 | $531K | 0.0% | +86.4% | 0.053% | |
2/6/2024 | Leuthold Group LLC | 10,699 | $2.81M | 0.4% | +9.4% | 0.282% | |
2/6/2024 | National Bank of Canada FI | 244 | $65K | 0.0% | +69.4% | 0.006% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 1,930 | $507K | 0.0% | -2.6% | 0.051% | |
2/6/2024 | Merit Financial Group LLC | 2,485 | $652K | 0.0% | -71.3% | 0.065% | |
2/2/2024 | Truist Financial Corp | 7,749 | $2.03M | 0.0% | +1.8% | 0.204% | |
2/1/2024 | New York State Common Retirement Fund | 20,884 | $5.48M | 0.0% | -8.0% | 0.550% | |
1/31/2024 | J.W. Cole Advisors Inc. | 1,084 | $285K | 0.0% | -65.1% | 0.029% | |
1/31/2024 | Kraft Davis & Associates LLC | 1,579 | $406K | 0.1% | +31.1% | 0.042% | |
1/30/2024 | Carl P. Sherr & Co. LLC | 3,191 | $838K | 0.5% | -5.6% | 0.084% | |