4/29/2024 | Commonwealth Equity Services LLC | 67,026 | $2.11M | 0.0% | -3.9% | 0.817% | |
4/24/2024 | H&H Retirement Design & Management INC | 26,892 | $777K | 0.5% | +2.5% | 0.328% | |
4/16/2024 | Monumental Financial Group Inc. | 87,646 | $2.76M | 1.5% | +25.5% | 1.069% | |
4/9/2024 | Destiny Wealth Partners LLC | 73,768 | $2.32M | 0.4% | +5.4% | 0.683% | |
4/5/2024 | NBC Securities Inc. | 2,487 | $78K | 0.0% | -13.3% | 0.023% | |
2/15/2024 | Biltmore Family Office LLC | 42,918 | $1.53M | 0.3% | N/A | 0.397% | |
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2/12/2024 | Laidlaw Wealth Management LLC | 8,970 | $320K | 0.1% | -53.2% | 0.083% | |
2/9/2024 | H&H Retirement Design & Management INC | 26,225 | $937K | 0.6% | +20.0% | 0.243% | |
2/7/2024 | NBC Securities Inc. | 2,867 | $102K | 0.0% | -20.5% | 0.027% | |
2/6/2024 | TCG Advisory Services LLC | 17,899 | $640K | 0.0% | -24.8% | 0.166% | |
2/6/2024 | Merit Financial Group LLC | 58,814 | $2.10M | 0.1% | -17.2% | 0.545% | |
2/5/2024 | Monumental Financial Group Inc. | 69,821 | $2.50M | 1.5% | +13.5% | 0.646% | |
2/1/2024 | CWM LLC | 2,290 | $82K | 0.0% | +960.2% | 0.021% | |
1/25/2024 | International Assets Investment Management LLC | 21,974 | $785K | 0.0% | N/A | 0.203% | |
1/25/2024 | Hazlett Burt & Watson Inc. | 695 | $25K | 0.0% | -44.2% | 0.006% | |
1/24/2024 | International Assets Investment Management LLC | 21,974 | $785K | 0.0% | N/A | 0.203% | |
1/19/2024 | Destiny Wealth Partners LLC | 69,996 | $2.38M | 0.4% | +8.5% | 0.648% | |
1/18/2024 | Highland Financial Advisors LLC | 11,341 | $405K | 0.2% | -11.2% | 0.105% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,915 | $640K | 0.0% | +18.0% | 0.166% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 825 | $29K | 0.0% | -30.4% | 0.008% | |
1/4/2024 | Peoples Bank KS | 2,857 | $102K | 0.1% | -21.3% | 0.026% | |
11/13/2023 | Mariner LLC | 14,454 | $538K | 0.0% | +111.4% | 0.134% | |
11/13/2023 | LPL Financial LLC | 151,544 | $5.64M | 0.0% | +4.7% | 1.403% | |
11/13/2023 | Laidlaw Wealth Management LLC | 19,187 | $714K | 0.2% | -12.0% | 0.178% | |
11/13/2023 | Kestra Advisory Services LLC | 36,056 | $1.34M | 0.0% | +3.6% | 0.334% | |
11/9/2023 | UBS Group AG | 56,772 | $2.11M | 0.0% | -18.0% | 0.526% | |
11/8/2023 | Wade G W & Inc. | 7,039 | $262K | 0.0% | +18.7% | 0.065% | |
11/8/2023 | HighTower Advisors LLC | 53,710 | $2.00M | 0.0% | +584.4% | 0.497% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,488 | $204K | 0.0% | N/A | 0.051% | |
11/7/2023 | Merit Financial Group LLC | 71,005 | $2.64M | 0.1% | +2.4% | 0.657% | |
11/6/2023 | Phoenix Wealth Advisors | 10,007 | $372K | 0.2% | N/A | 0.093% | |
11/4/2023 | NBC Securities Inc. | 3,608 | $134K | 0.0% | N/A | 0.033% | |
11/1/2023 | Simplex Trading LLC | 2,126 | $79K | 0.0% | N/A | 0.020% | |
11/1/2023 | Wealthfront Advisers LLC | 11,783 | $438K | 0.0% | +7.9% | 0.109% | |
10/30/2023 | Peoples Bank KS | 3,629 | $135K | 0.1% | N/A | 0.034% | |
10/24/2023 | J.W. Cole Advisors Inc. | 8,996 | $335K | 0.0% | +16.0% | 0.083% | |
10/23/2023 | Commonwealth Equity Services LLC | 84,687 | $3.15M | 0.0% | -3.0% | 0.784% | |
10/18/2023 | CX Institutional | 7,060 | $263K | 0.0% | +6.2% | 0.065% | |
10/17/2023 | Avior Wealth Management LLC | 2,490 | $93K | 0.0% | -44.0% | 0.023% | |
10/17/2023 | H&H Retirement Design & Management INC | 21,854 | $771K | 0.5% | -1.3% | 0.202% | |
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10/13/2023 | Monumental Financial Group Inc. | 61,543 | $2.29M | 1.5% | +2.8% | 0.570% | |
10/10/2023 | Destiny Wealth Partners LLC | 64,535 | $2.40M | 0.5% | +0.6% | 0.598% | |
8/11/2023 | Kestra Advisory Services LLC | 34,787 | $1.42M | 0.0% | -26.0% | 0.322% | |
8/10/2023 | Commonwealth Equity Services LLC | 87,300 | $3.57M | 0.0% | -15.0% | 0.808% | |
8/10/2023 | Financial Architects Inc | 46,736 | $1.91M | 0.3% | -7.4% | 0.433% | |
8/2/2023 | Bank of Montreal Can | 7,004 | $288K | 0.0% | N/A | 0.064% | |
8/1/2023 | Truist Financial Corp | 9,257 | $379K | 0.0% | -9.3% | 0.084% | |
8/1/2023 | Merit Financial Group LLC | 69,356 | $2.84M | 0.1% | +3.8% | 0.631% | |
8/1/2023 | Hazlett Burt & Watson Inc. | 1,084 | $45K | 0.0% | +31.6% | 0.010% | |
7/31/2023 | LPL Financial LLC | 144,738 | $5.92M | 0.0% | -6.0% | 1.316% | |
7/27/2023 | J.W. Cole Advisors Inc. | 7,758 | $317K | 0.0% | -19.1% | 0.071% | |
7/26/2023 | Destiny Wealth Partners LLC | 64,160 | $2.78M | 0.5% | +5.3% | 0.583% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,239 | $623K | 0.0% | -2.8% | 0.139% | |
7/25/2023 | Raymond James & Associates | 6,822 | $279K | 0.0% | -4.0% | 0.062% | |
7/24/2023 | Venturi Wealth Management LLC | 899 | $37K | 0.0% | -55.6% | 0.008% | |
7/13/2023 | Highland Financial Advisors LLC | 12,597 | $515K | 0.3% | +10.7% | 0.115% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 33,505 | $1.37M | 0.0% | -1.4% | 0.305% | |
7/11/2023 | Monumental Financial Group Inc. | 59,873 | $2.45M | 1.6% | +1.7% | 0.544% | |
6/7/2023 | Sweeney & Michel LLC | 50,620 | $1.97M | 1.0% | N/A | 0.460% | |
5/12/2023 | Financial Architects Inc | 50,469 | $1.94M | 0.3% | -3.2% | 0.459% | |
5/11/2023 | Commonwealth Equity Services LLC | 102,696 | $3.94M | 0.0% | -4.5% | 0.934% | |
5/10/2023 | LPL Financial LLC | 153,937 | $5.91M | 0.0% | +2.5% | 1.399% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,437 | $170K | 0.0% | +368.0% | 0.040% | |
5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 10,355 | $397K | 0.0% | -17.0% | 0.094% | |
5/5/2023 | Truist Financial Corp | 10,205 | $391K | 0.0% | N/A | 0.093% | |
5/3/2023 | J.W. Cole Advisors Inc. | 9,590 | $368K | 0.0% | +31.8% | 0.087% | |
5/3/2023 | Monumental Financial Group Inc. | 58,894 | $2.26M | 1.6% | +4.2% | 0.535% | |
5/2/2023 | Venturi Wealth Management LLC | 2,026 | $78K | 0.0% | N/A | 0.018% | |
5/2/2023 | Advisory Alpha LLC | 16,289 | $625K | 0.0% | N/A | 0.147% | |
4/28/2023 | Wealthfront Advisers LLC | 10,097 | $387K | 0.0% | -3.4% | 0.091% | |
4/26/2023 | Destiny Wealth Partners LLC | 60,914 | $2.34M | 0.5% | +4.0% | 0.549% | |
4/26/2023 | Valley National Advisers Inc. | 11,901 | $430K | 0.1% | +3,573.1% | 0.107% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 1,180 | $45K | 0.0% | -23.1% | 0.011% | |
4/25/2023 | Geneos Wealth Management Inc. | 816 | $31K | 0.0% | -32.9% | 0.007% | |
4/24/2023 | TCG Advisory Services LLC | 23,499 | $901K | 0.2% | -5.9% | 0.212% | |
4/24/2023 | Merit Financial Group LLC | 66,816 | $2.56M | 0.1% | +0.7% | 0.602% | |
4/21/2023 | Kovack Advisors Inc. | 5,268 | $202K | 0.0% | N/A | 0.047% | |
4/17/2023 | Highland Financial Advisors LLC | 11,378 | $436K | 0.2% | +2.5% | 0.103% | |
4/17/2023 | H&H Retirement Design & Management INC | 22,262 | $837K | 0.5% | N/A | 0.201% | |
4/14/2023 | Nvest Financial LLC | 14,206 | $545K | 0.6% | N/A | 0.128% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 15,684 | $602K | 0.0% | -46.5% | 0.141% | |
4/14/2023 | Raymond James & Associates | 7,107 | $273K | 0.0% | N/A | 0.064% | |
3/6/2023 | OLD Mission Capital LLC | 13,020 | $440K | 0.0% | N/A | 0.117% | |
2/13/2023 | Kingsview Wealth Management LLC | 23,824 | $806K | 0.0% | +26.6% | 0.215% | |
2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 12,470 | $422K | 0.0% | +70.4% | 0.112% | |
2/10/2023 | TCG Advisory Services LLC | 24,982 | $845K | 0.2% | -3.3% | 0.225% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 29,299 | $991K | 0.0% | -23.6% | 0.264% | |
2/8/2023 | UBS Group AG | 55,445 | $1.88M | 0.0% | -4.7% | 0.500% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 35,244 | $1.19M | 0.0% | -30.8% | 0.318% | |
2/8/2023 | Highland Financial Advisors LLC | 11,104 | $376K | 0.2% | -7.5% | 0.100% | |
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2/7/2023 | Commonwealth Equity Services LLC | 107,504 | $3.64M | 0.0% | -29.0% | 0.969% | |
2/7/2023 | LPL Financial LLC | 150,156 | $5.08M | 0.0% | -1.6% | 1.353% | |
2/7/2023 | IFP Advisors Inc | 1,634 | $41K | 0.0% | +30.5% | 0.015% | |
2/7/2023 | Envestnet Asset Management Inc. | 7,764 | $263K | 0.0% | -42.1% | 0.070% | |
2/7/2023 | Financial Architects Inc | 52,136 | $1.76M | 0.3% | -20.8% | 0.470% | |
2/3/2023 | Fisher Asset Management LLC | 7,210 | $244K | 0.0% | N/A | 0.065% | |
2/1/2023 | Bank of Montreal Can | 6,882 | $242K | 0.0% | +12.5% | 0.062% | |
1/31/2023 | Kestra Advisory Services LLC | 76,753 | $2.60M | 0.0% | -16.5% | 0.691% | |
1/30/2023 | Monumental Financial Group Inc. | 56,497 | $1.91M | 1.5% | -28.8% | 0.509% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 66,861 | $2.27M | 0.2% | +5.3% | 0.602% | |