5/15/2024 | Guardian Capital Advisors LP | 2,050 | $239K | 0.0% | -6.8% | 0.012% | |
5/13/2024 | Shakespeare Wealth Management LLC | 37,064 | $4.59M | 1.3% | -2.5% | 0.210% | |
5/10/2024 | Osaic Holdings Inc. | 179,689 | $22.24M | 0.0% | -49.3% | 1.018% | |
5/10/2024 | Wintrust Investments LLC | 32,091 | $3.98M | 0.4% | -0.4% | 0.182% | |
5/10/2024 | Gratus Wealth Advisors LLC | 190,995 | $22.16M | 4.1% | +359.4% | 1.082% | |
5/8/2024 | Cozad Asset Management Inc. | 25,470 | $3.16M | 0.3% | +3.8% | 0.144% | |
|
5/8/2024 | Avantax Advisory Services Inc. | 21,117 | $2.62M | 0.0% | -19.1% | 0.120% | |
5/8/2024 | US Bancorp DE | 10,141 | $1.26M | 0.0% | -12.2% | 0.057% | |
5/7/2024 | NTV Asset Management LLC | 63,264 | $7.84M | 1.2% | -2.1% | 0.358% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,623 | $325K | 0.0% | +6.3% | 0.015% | |
5/6/2024 | Manchester Capital Management LLC | 1,100 | $136K | 0.0% | +10.0% | 0.006% | |
5/2/2024 | Choreo LLC | 13,167 | $1.63M | 0.0% | -65.1% | 0.075% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,761 | $838K | 0.0% | -64.1% | 0.038% | |
4/30/2024 | Private Advisor Group LLC | 106,163 | $13.15M | 0.1% | -26.6% | 0.601% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 12,118 | $1.50M | 1.0% | +2.0% | 0.069% | |
4/30/2024 | WealthBridge Capital Management LLC | 10,412 | $1.29M | 0.4% | -8.1% | 0.059% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 99,117 | $12.28M | 5.0% | +1.3% | 0.562% | |
4/30/2024 | Arkadios Wealth Advisors | 4,997 | $619K | 0.0% | -9.1% | 0.028% | |
4/29/2024 | Commonwealth Equity Services LLC | 317,287 | $39.31M | 0.1% | -3.6% | 1.798% | |
4/26/2024 | YHB Investment Advisors Inc. | 500 | $62K | 0.0% | N/A | 0.003% | |
4/26/2024 | Clear Creek Financial Management LLC | 16,801 | $2.08M | 0.3% | N/A | 0.095% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 141,478 | $17.53M | 0.1% | -0.6% | 0.802% | |
4/24/2024 | Private Trust Co. NA | 8,946 | $1.11M | 0.1% | +2.0% | 0.051% | |
4/24/2024 | Berkshire Bank | 1,950 | $242K | 0.1% | N/A | 0.011% | |
4/24/2024 | Essex Financial Services Inc. | 2,934 | $363K | 0.0% | N/A | 0.017% | |
4/23/2024 | Luken Investment Analytics LLC | 8,708 | $1.08M | 0.5% | -3.1% | 0.049% | |
4/23/2024 | Strategic Blueprint LLC | 76,957 | $9.54M | 0.7% | +14.5% | 0.436% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 233,657 | $28.95M | 0.0% | -29.0% | 1.324% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 52,709 | $6.53M | 5.6% | -3.5% | 0.299% | |
4/22/2024 | Raymond James & Associates | 711,222 | $88.12M | 0.1% | -2.9% | 4.030% | |
4/18/2024 | tru Independence LLC | 3,380 | $419K | 0.1% | +6.2% | 0.019% | |
4/16/2024 | Total Investment Management Inc. | 3,379 | $419K | 0.1% | -99.5% | 0.019% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 8,056 | $998K | 0.0% | +25.4% | 0.046% | |
4/15/2024 | Sunbelt Securities Inc. | 3,726 | $462K | 0.1% | -12.3% | 0.021% | |
4/15/2024 | Davis Investment Partners LLC | 43,048 | $5.21M | 2.3% | -0.5% | 0.244% | |
4/12/2024 | Harbor Investment Advisory LLC | 15,662 | $1.94M | 0.2% | +18.0% | 0.089% | |
4/12/2024 | Global Trust Asset Management LLC | 1,065 | $132K | 0.1% | +9.8% | 0.006% | |
4/11/2024 | GenWealth Group Inc. | 3,014 | $373K | 0.1% | -34.2% | 0.017% | |
4/11/2024 | International Assets Investment Management LLC | 11,392 | $1.41M | 0.0% | +9.8% | 0.065% | |
3/22/2024 | PNC Financial Services Group Inc. | 37,840 | $4.44M | 0.0% | +1.0% | 0.199% | |
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3/15/2024 | BlueChip Wealth Advisors LLC | 11,886 | $1.40M | 1.0% | N/A | 0.063% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 18,640 | $2.19M | 0.1% | +2.9% | 0.098% | |
3/5/2024 | Fisher Asset Management LLC | 8,181 | $961K | 0.0% | +3.0% | 0.043% | |
2/22/2024 | Napa Wealth Management | 4,696 | $552K | 0.3% | N/A | 0.025% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 22,219 | $2.61M | 0.4% | +2.9% | 0.117% | |
2/15/2024 | Comerica Bank | 16,165 | $1.90M | 0.0% | +2.3% | 0.085% | |
2/14/2024 | AdvisorShares Investments LLC | 305,615 | $35.89M | 8.4% | -19.3% | 1.609% | |
2/13/2024 | Stephens Inc. AR | 13,173 | $1.55M | 0.0% | +0.8% | 0.069% | |
2/13/2024 | Cetera Advisor Networks LLC | 35,375 | $4.16M | 0.0% | +15.4% | 0.186% | |
2/13/2024 | Per Stirling Capital Management LLC. | 2,961 | $348K | 0.1% | N/A | 0.016% | |
2/13/2024 | 360 Financial Inc. | 5,848 | $687K | 0.3% | -22.7% | 0.031% | |
2/13/2024 | Belpointe Asset Management LLC | 5,055 | $594K | 0.1% | -36.3% | 0.027% | |
2/12/2024 | IronBridge Private Wealth LLC | 29,500 | $3.47M | 1.7% | +9.6% | 0.155% | |
2/12/2024 | Scotia Capital Inc. | 7,382 | $867K | 0.0% | -1.6% | 0.039% | |
2/12/2024 | Stifel Financial Corp | 152,254 | $17.88M | 0.0% | +1.7% | 0.801% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,619 | $1.95M | 0.0% | +11.3% | 0.087% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 4,996 | $587K | 0.0% | +16.0% | 0.026% | |
2/9/2024 | Advisory Services Network LLC | 8,481 | $996K | 0.0% | -5.7% | 0.045% | |
2/9/2024 | Avantax Planning Partners Inc. | 3,261 | $383K | 0.0% | -7.5% | 0.017% | |
2/9/2024 | Mark Sheptoff Financial Planning LLC | 580 | $68K | 0.0% | +625.0% | 0.003% | |
2/9/2024 | US Bancorp DE | 11,548 | $1.36M | 0.0% | -33.1% | 0.061% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 142,267 | $16.71M | 0.1% | +32.3% | 0.749% | |
2/9/2024 | Corient Private Wealth LLC | 69,412 | $8.15M | 0.0% | N/A | 0.365% | |
2/9/2024 | D.A. Davidson & CO. | 31,680 | $3.72M | 0.0% | +229.4% | 0.167% | |
2/9/2024 | Sachetta LLC | 14,408 | $1.69M | 0.8% | N/A | 0.076% | |
2/9/2024 | Wells Fargo & Company MN | 1,466,469 | $172.24M | 0.0% | +22.4% | 7.718% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 24,461 | $2.87M | 0.2% | -3.2% | 0.129% | |
2/9/2024 | UBS Group AG | 532,792 | $62.58M | 0.0% | -15.2% | 2.804% | |
2/9/2024 | PNC Financial Services Group Inc. | 37,840 | $4.44M | 0.0% | +1.0% | 0.199% | |
2/8/2024 | Kickstand Ventures LLC. | 51,314 | $6.03M | 1.7% | N/A | 0.270% | |
2/8/2024 | Foundations Investment Advisors LLC | 25,016 | $2.99M | 0.1% | -4.9% | 0.132% | |
2/8/2024 | Ceera Investments LLC | 2,045 | $240K | 0.1% | N/A | 0.011% | |
2/8/2024 | Janney Montgomery Scott LLC | 18,813 | $2.21M | 0.0% | +131.7% | 0.099% | |
2/7/2024 | Avantax Advisory Services Inc. | 26,112 | $3.07M | 0.0% | +79.7% | 0.137% | |
2/7/2024 | NBC Securities Inc. | 876 | $102K | 0.0% | -36.0% | 0.005% | |
2/7/2024 | Dana Investment Advisors Inc. | 31,875 | $3.74M | 0.2% | +64.9% | 0.168% | |
2/7/2024 | BNP Paribas Financial Markets | 50,000 | $5.87M | 0.0% | N/A | 0.263% | |
2/7/2024 | Principal Securities Inc. | 12,550 | $1.47M | 0.1% | N/A | 0.066% | |
2/7/2024 | Darwin Wealth Management LLC | 45,397 | $5.33M | 1.4% | -20.5% | 0.239% | |
2/6/2024 | Lincoln National Corp | 2,387 | $280K | 0.0% | -12.3% | 0.013% | |
2/6/2024 | Private Advisor Group LLC | 144,602 | $16.98M | 0.1% | +5.8% | 0.761% | |
2/6/2024 | NTV Asset Management LLC | 64,596 | $7.59M | 1.3% | -0.7% | 0.340% | |
2/6/2024 | Measured Wealth Private Client Group LLC | 11,413 | $1.34M | 0.5% | -1.3% | 0.060% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 35,712 | $4.19M | 0.2% | +1.9% | 0.188% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 13,981 | $1.64M | 0.1% | N/A | 0.074% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 12,603 | $1.48M | 0.0% | +1.2% | 0.066% | |
2/6/2024 | Commonwealth Equity Services LLC | 329,031 | $38.65M | 0.1% | -1.9% | 1.732% | |
2/6/2024 | Fisher Asset Management LLC | 8,181 | $961K | 0.0% | +3.0% | 0.043% | |
2/5/2024 | Beck Bode LLC | 25,485 | $2.99M | 0.7% | -3.0% | 0.134% | |
2/5/2024 | Cozad Asset Management Inc. | 24,544 | $2.88M | 0.3% | +2.5% | 0.129% | |
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2/5/2024 | Kestra Private Wealth Services LLC | 154,374 | $18.13M | 0.5% | -1.1% | 0.812% | |
2/5/2024 | Choreo LLC | 37,701 | $4.43M | 0.1% | N/A | 0.198% | |
2/5/2024 | Silver Oak Securities Incorporated | 3,527 | $414K | 0.1% | +39,088.9% | 0.019% | |
2/5/2024 | Precision Wealth Strategies LLC | 8,021 | $942K | 0.9% | +67.2% | 0.042% | |
2/2/2024 | Total Investment Management Inc. | 616,380 | $72.39M | 9.2% | +0.0% | 3.137% | |
2/2/2024 | Truist Financial Corp | 161,081 | $18.92M | 0.0% | -0.9% | 0.820% | |
2/2/2024 | New England Private Wealth Advisors LLC | 77,953 | $9.16M | 1.7% | +0.6% | 0.397% | |
2/2/2024 | Herold Advisors Inc. | 4,805 | $565K | 0.2% | -4.0% | 0.024% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,282 | $1.44M | 0.0% | -2.4% | 0.063% | |
2/1/2024 | Sigma Planning Corp | 4,624 | $543K | 0.0% | -88.4% | 0.024% | |