5/13/2024 | Ameritas Investment Partners Inc. | 2,475 | $56K | 0.0% | -16.9% | 0.010% | |
5/13/2024 | Rockport Wealth LLC | 18,968 | $429K | 0.2% | N/A | 0.079% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,347 | $236K | 0.0% | N/A | 0.043% | |
5/7/2024 | Concurrent Investment Advisors LLC | 32,956 | $750K | 0.0% | -3.3% | 0.137% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,320 | $258K | 0.0% | -6.8% | 0.047% | |
5/3/2024 | GSA Capital Partners LLP | 20,161 | $459K | 0.0% | N/A | 0.084% | |
|
5/2/2024 | FinTrust Capital Advisors LLC | 2,079 | $47K | 0.0% | +62.5% | 0.009% | |
5/1/2024 | Janney Montgomery Scott LLC | 108,413 | $2.47M | 0.0% | -0.8% | 0.450% | |
4/30/2024 | WealthBridge Capital Management LLC | 34,454 | $785K | 0.3% | +19.1% | 0.143% | |
4/29/2024 | Commonwealth Equity Services LLC | 108,343 | $2.47M | 0.0% | +17.0% | 0.450% | |
4/26/2024 | Trueblood Wealth Management LLC | 47,816 | $1.09M | 0.6% | -14.8% | 0.198% | |
4/25/2024 | Capital Investment Advisory Services LLC | 45,940 | $1.05M | 0.1% | -2.4% | 0.191% | |
4/25/2024 | Triumph Capital Management | 57,254 | $1.29M | 0.5% | +70.4% | 0.238% | |
4/25/2024 | L.M. Kohn & Company | 42,315 | $964K | 0.3% | +25.5% | 0.176% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 83,528 | $1.90M | 0.0% | -5.5% | 0.347% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 56,311 | $1.28M | 0.0% | -12.0% | 0.234% | |
4/22/2024 | PFG Investments LLC | 9,098 | $207K | 0.0% | N/A | 0.038% | |
4/15/2024 | Elevated Capital Advisors LLC | 57,947 | $1.32M | 0.4% | +7.2% | 0.182% | |
4/1/2024 | Park National Corp OH | 343,189 | $7.81M | 0.3% | -0.7% | 1.078% | |
3/22/2024 | PNC Financial Services Group Inc. | 181,573 | $4.04M | 0.0% | -6.4% | 0.570% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 32,443 | $722K | 0.5% | N/A | 0.102% | |
3/5/2024 | Slagle Financial LLC | 23,690 | $527K | 0.1% | +100.3% | 0.074% | |
3/1/2024 | Pineridge Advisors LLC | 4,470 | $100K | 0.0% | N/A | 0.014% | |
2/13/2024 | First Trust Advisors LP | 1,572,108 | $35.00M | 0.0% | -19.0% | 4.936% | |
2/13/2024 | TFG Advisers LLC | 9,255 | $206K | 0.1% | N/A | 0.029% | |
2/12/2024 | Harvest Investment Services LLC | 78,952 | $1.76M | 0.8% | +12.1% | 0.248% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 94,979 | $2.11M | 0.0% | -5.9% | 0.298% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 88,377 | $1.97M | 0.0% | +1.3% | 0.277% | |
2/9/2024 | D.A. Davidson & CO. | 27,755 | $618K | 0.0% | +3.4% | 0.087% | |
2/9/2024 | Wells Fargo & Company MN | 1,618,515 | $36.03M | 0.0% | -22.8% | 5.082% | |
2/9/2024 | UBS Group AG | 765,506 | $17.04M | 0.0% | -6.0% | 2.403% | |
2/9/2024 | PNC Financial Services Group Inc. | 181,573 | $4.04M | 0.0% | -6.4% | 0.570% | |
2/8/2024 | Financial Advocates Investment Management | 11,600 | $258K | 0.0% | N/A | 0.036% | |
2/8/2024 | Foundations Investment Advisors LLC | 18,621 | $414K | 0.0% | -48.7% | 0.058% | |
2/8/2024 | Janney Montgomery Scott LLC | 109,240 | $2.43M | 0.0% | -21.2% | 0.343% | |
2/7/2024 | Private Portfolio Partners LLC | 16,810 | $374K | 0.1% | -17.9% | 0.053% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 12,145 | $270K | 0.0% | N/A | 0.038% | |
2/7/2024 | Principal Securities Inc. | 9,813 | $218K | 0.0% | N/A | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 24,534 | $546K | 0.0% | -83.4% | 0.077% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 111,043 | $2.47M | 0.1% | -20.2% | 0.349% | |
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2/6/2024 | Howe & Rusling Inc. | 11,000 | $245K | 0.0% | -8.5% | 0.035% | |
2/5/2024 | Triumph Capital Management | 33,591 | $748K | 0.3% | -11.3% | 0.105% | |
2/5/2024 | Kestra Private Wealth Services LLC | 20,589 | $458K | 0.0% | -36.1% | 0.065% | |
2/5/2024 | DDFG Inc | 34,312 | $764K | 0.3% | +3.6% | 0.108% | |
2/2/2024 | Truist Financial Corp | 33,783 | $752K | 0.0% | +6.0% | 0.106% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,231 | $450K | 0.0% | +59.7% | 0.064% | |
2/1/2024 | Capital Investment Advisory Services LLC | 47,065 | $1.05M | 0.1% | -8.4% | 0.148% | |
2/1/2024 | Sigma Planning Corp | 26,336 | $586K | 0.0% | -40.4% | 0.083% | |
1/31/2024 | Western Wealth Management LLC | 15,628 | $348K | 0.0% | N/A | 0.049% | |
1/29/2024 | Simplicity Wealth LLC | 9,313 | $207K | 0.1% | N/A | 0.029% | |
1/26/2024 | Cerity Partners LLC | 13,897 | $309K | 0.0% | N/A | 0.044% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 68,921 | $1.53M | 0.3% | +11.4% | 0.216% | |
1/25/2024 | International Assets Investment Management LLC | 179,934 | $4.01M | 0.0% | N/A | 0.565% | |
1/24/2024 | Stratos Wealth Partners LTD. | 17,197 | $383K | 0.0% | +5.3% | 0.054% | |
1/24/2024 | International Assets Investment Management LLC | 179,934 | $4.01M | 0.0% | N/A | 0.565% | |
1/24/2024 | Private Trust Co. NA | 10,285 | $229K | 0.0% | +346.2% | 0.032% | |
1/23/2024 | StrategIQ Financial Group LLC | 26,216 | $584K | 0.1% | +54.7% | 0.082% | |
1/23/2024 | ForthRight Wealth Management LLC | 149,357 | $3.33M | 1.3% | +1.0% | 0.469% | |
1/22/2024 | Retirement Guys Formula LLC | 16,690 | $372K | 0.2% | -3.8% | 0.052% | |
1/22/2024 | Kowal Investment Group LLC | 13,355 | $297K | 0.1% | -8.7% | 0.042% | |
1/19/2024 | AdvisorNet Financial Inc | 3,117 | $69K | 0.0% | -32.2% | 0.010% | |
1/18/2024 | Trueblood Wealth Management LLC | 56,138 | $1.25M | 0.8% | N/A | 0.176% | |
1/17/2024 | SignalPoint Asset Management LLC | 13,852 | $308K | 0.1% | -6.3% | 0.043% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 63,968 | $1.42M | 0.0% | -41.2% | 0.201% | |
1/16/2024 | Raymond James & Associates | 165,711 | $3.69M | 0.0% | -4.2% | 0.520% | |
1/12/2024 | Twelve Points Wealth Management LLC | 69,786 | $1.55M | 0.7% | -1.5% | 0.219% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 5,430 | $121K | 0.0% | -18.0% | 0.017% | |
1/9/2024 | Elevated Capital Advisors LLC | 54,030 | $1.20M | 0.4% | +4.9% | 0.170% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 60,635 | $1.25M | 0.3% | -2.0% | 0.190% | |
1/2/2024 | Park National Corp OH | 345,524 | $7.69M | 0.3% | +4.4% | 1.085% | |
12/6/2023 | Citigroup Inc. | 4,900 | $101K | 0.0% | +600.0% | 0.015% | |
11/13/2023 | Stifel Financial Corp | 123,214 | $2.54M | 0.0% | +10.8% | 0.387% | |
11/13/2023 | LPL Financial LLC | 1,364,658 | $28.13M | 0.0% | -7.3% | 4.285% | |
11/13/2023 | Envestnet Asset Management Inc. | 275,679 | $5.68M | 0.0% | -10.8% | 0.866% | |
11/13/2023 | Kestra Advisory Services LLC | 47,807 | $985K | 0.0% | +3.2% | 0.150% | |
11/13/2023 | PNC Financial Services Group Inc. | 194,062 | $4M | 0.0% | +0.9% | 0.609% | |
11/9/2023 | UBS Group AG | 813,987 | $16.78M | 0.0% | -22.5% | 2.556% | |
11/8/2023 | Janney Montgomery Scott LLC | 138,599 | $2.86M | 0.0% | -3.8% | 0.435% | |
11/8/2023 | WealthBridge Capital Management LLC | 28,053 | $578K | 0.2% | +20.8% | 0.088% | |
11/8/2023 | Kestra Private Wealth Services LLC | 32,202 | $664K | 0.0% | +121.6% | 0.101% | |
11/6/2023 | L.M. Kohn & Company | 34,105 | $703K | 0.3% | -1.7% | 0.107% | |
11/6/2023 | Forefront Wealth Management Inc. | 59,564 | $1.23M | 1.7% | -7.5% | 0.187% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 21,752 | $448K | 0.4% | +3.5% | 0.068% | |
11/4/2023 | NBC Securities Inc. | 23,327 | $480K | 0.1% | N/A | 0.073% | |
11/3/2023 | Private Advisor Group LLC | 147,861 | $3.05M | 0.0% | -3.1% | 0.464% | |
11/3/2023 | Main Street Financial Solutions LLC | 14,852 | $306K | 0.0% | -14.5% | 0.047% | |
11/2/2023 | DDFG Inc | 33,115 | $682K | 0.3% | +20.3% | 0.104% | |
11/2/2023 | Capital Investment Advisory Services LLC | 51,368 | $1.06M | 0.1% | -8.2% | 0.161% | |
10/31/2023 | Triumph Capital Management | 37,870 | $781K | 0.4% | +1.8% | 0.119% | |
10/25/2023 | BluePath Capital Management LLC | 2,138 | $44K | 0.0% | N/A | 0.007% | |
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10/25/2023 | Kowal Investment Group LLC | 14,625 | $301K | 0.1% | -12.5% | 0.046% | |
10/24/2023 | Stratos Wealth Partners LTD. | 16,331 | $337K | 0.0% | +44.9% | 0.051% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 108,769 | $2.24M | 0.0% | +1.1% | 0.342% | |
10/24/2023 | ForthRight Wealth Management LLC | 147,925 | $3.05M | 1.3% | -3.6% | 0.464% | |
10/24/2023 | Raymond James & Associates | 172,956 | $3.57M | 0.0% | -1.2% | 0.543% | |
10/24/2023 | FinTrust Capital Advisors LLC | 1,279 | $26K | 0.0% | N/A | 0.004% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 87,269 | $1.80M | 0.0% | -23.7% | 0.274% | |
10/23/2023 | Commonwealth Equity Services LLC | 107,765 | $2.22M | 0.0% | -1.3% | 0.338% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 139,170 | $2.87M | 0.1% | +12.8% | 0.437% | |
10/18/2023 | Private Trust Co. NA | 2,305 | $48K | 0.0% | -34.6% | 0.007% | |