5/9/2024 | Charles Schwab Investment Advisory Inc. | 4,930 | $238K | 0.0% | -7.5% | 0.015% | |
5/9/2024 | Endowment Wealth Management Inc. | 11,455 | $552K | 0.4% | -6.4% | 0.034% | |
5/8/2024 | Avantax Advisory Services Inc. | 15,305 | $738K | 0.0% | -20.5% | 0.045% | |
5/7/2024 | Sei Investments Co. | 56,020 | $2.70M | 0.0% | +22.4% | 0.166% | |
5/7/2024 | Chilton Capital Management LLC | 11,693 | $564K | 0.0% | -4.9% | 0.035% | |
5/7/2024 | Tectonic Advisors LLC | 211,723 | $10.21M | 0.8% | +9.5% | 0.626% | |
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5/6/2024 | Envestnet Portfolio Solutions Inc. | 46,055 | $2.22M | 0.0% | N/A | 0.136% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,628 | $223K | 0.0% | N/A | 0.014% | |
5/2/2024 | Almanack Investment Partners LLC. | 125,087 | $6.03M | 1.0% | +1.3% | 0.370% | |
5/1/2024 | Janney Montgomery Scott LLC | 37,005 | $1.78M | 0.0% | +2.3% | 0.110% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 22,335 | $1.08M | 0.0% | +75.2% | 0.066% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 21,965 | $1.06M | 0.1% | +368.0% | 0.065% | |
4/30/2024 | Private Advisor Group LLC | 58,766 | $2.83M | 0.0% | +7.1% | 0.175% | |
4/30/2024 | J.W. Cole Advisors Inc. | 12,312 | $594K | 0.0% | -1.8% | 0.037% | |
4/30/2024 | SWS Partners | 15,186 | $732K | 0.2% | -1.6% | 0.045% | |
4/29/2024 | Commonwealth Equity Services LLC | 52,813 | $2.55M | 0.0% | +1.1% | 0.157% | |
4/26/2024 | Pinnacle Associates Ltd. | 80,328 | $3.87M | 0.1% | +3.1% | 0.239% | |
4/26/2024 | Advisors Management Group Inc. ADV | 231,061 | $11.14M | 2.8% | +3.8% | 0.687% | |
4/26/2024 | Guild Investment Management Inc. | 34,230 | $1.65M | 2.1% | +2.9% | 0.102% | |
4/26/2024 | MONECO Advisors LLC | 7,336 | $354K | 0.1% | +9.6% | 0.022% | |
4/25/2024 | Whalen Wealth Management Inc. | 48,540 | $2.34M | 1.7% | +50.6% | 0.144% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,347 | $1.75M | 0.0% | +35.1% | 0.108% | |
4/24/2024 | Fulcrum Equity Management | 25,813 | $1.25M | 1.5% | -7.9% | 0.077% | |
4/24/2024 | Greenspring Advisors LLC | 4,400 | $212K | 0.1% | N/A | 0.013% | |
4/23/2024 | Global Retirement Partners LLC | 10,397 | $501K | 0.0% | -45.8% | 0.031% | |
4/23/2024 | Gradient Investments LLC | 519,868 | $25.07M | 0.6% | +14.1% | 1.546% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 154,736 | $7.46M | 0.0% | +8.5% | 0.460% | |
4/22/2024 | Raymond James & Associates | 350,938 | $16.92M | 0.0% | -3.7% | 1.044% | |
4/22/2024 | MBL Wealth LLC | 85,232 | $4.11M | 0.5% | +8.4% | 0.254% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 79,880 | $3.85M | 0.2% | -0.7% | 0.238% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 160,854 | $7.76M | 2.2% | +35.3% | 0.478% | |
4/19/2024 | Tradewinds Capital Management LLC | 3,751 | $181K | 0.1% | N/A | 0.011% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 51,197 | $2.47M | 0.6% | -0.7% | 0.152% | |
4/18/2024 | Park Place Capital Corp | 1,095 | $53K | 0.0% | N/A | 0.003% | |
4/18/2024 | Claro Advisors LLC | 9,155 | $441K | 0.1% | N/A | 0.027% | |
4/18/2024 | CCG Wealth Management LLC | 28,917 | $1.39M | 0.8% | N/A | 0.086% | |
4/18/2024 | Barry Investment Advisors LLC | 155,483 | $7.50M | 2.5% | +3.2% | 0.462% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 4,308 | $201K | 0.1% | -5.7% | 0.013% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 133,992 | $6.46M | 0.0% | +0.8% | 0.425% | |
4/15/2024 | Future Financial Wealth Managment LLC | 29,244 | $1.41M | 1.1% | +3.0% | 0.093% | |
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4/15/2024 | Sunbelt Securities Inc. | 6,661 | $321K | 0.0% | -5.3% | 0.021% | |
4/12/2024 | Fermata Advisors LLC | 8,271 | $399K | 0.1% | +22.4% | 0.026% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 23,834 | $1.15M | 0.2% | +10.3% | 0.076% | |
4/11/2024 | Rockland Trust Co. | 27,586 | $1.33M | 0.1% | -23.5% | 0.088% | |
4/11/2024 | RFG Advisory LLC | 145,887 | $7.04M | 0.2% | +7.9% | 0.463% | |
4/10/2024 | Inscription Capital LLC | 16,733 | $805K | 0.3% | +69.7% | 0.053% | |
4/10/2024 | Park Avenue Securities LLC | 32,642 | $1.57M | 0.0% | N/A | 0.104% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,661 | $118K | 0.0% | +187.4% | 0.008% | |
3/13/2024 | MONECO Advisors LLC | 6,696 | $297K | 0.1% | N/A | 0.021% | |
2/21/2024 | Austin Wealth Management LLC | 6,706 | $309K | 0.1% | +4.0% | 0.021% | |
2/14/2024 | Creative Planning | 2,059,366 | $91.23M | 0.1% | -3.6% | 6.538% | |
2/13/2024 | Stephens Inc. AR | 70,050 | $3.10M | 0.1% | +28.5% | 0.222% | |
2/13/2024 | SWS Partners | 15,426 | $683K | 0.2% | -5.7% | 0.049% | |
2/12/2024 | Madison Asset Management LLC | 105,768 | $4.69M | 0.1% | N/A | 0.336% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,414 | $461K | 0.0% | +20,728.0% | 0.033% | |
2/12/2024 | Heritage Wealth Advisors | 1,179 | $52K | 0.0% | N/A | 0.004% | |
2/9/2024 | Barry Investment Advisors LLC | 150,682 | $6.68M | 2.3% | +7.7% | 0.478% | |
2/9/2024 | Assetmark Inc. | 146,603 | $6.50M | 0.0% | +10.6% | 0.465% | |
2/9/2024 | Corient Private Wealth LLC | 12,954 | $574K | 0.0% | +3.0% | 0.041% | |
2/9/2024 | D.A. Davidson & CO. | 43,661 | $1.93M | 0.0% | -11.2% | 0.139% | |
2/9/2024 | Wells Fargo & Company MN | 765,454 | $33.91M | 0.0% | +17.3% | 2.430% | |
2/9/2024 | UBS Group AG | 1,107,700 | $49.07M | 0.0% | +7.1% | 3.517% | |
2/8/2024 | Financial Advocates Investment Management | 15,668 | $694K | 0.0% | +18.3% | 0.050% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 5,200 | $230K | 0.0% | N/A | 0.017% | |
2/8/2024 | Beacon Pointe Advisors LLC | 49,584 | $2.20M | 0.0% | +5.3% | 0.157% | |
2/8/2024 | Legacy Capital Group California Inc. | 10,118 | $448K | 0.2% | N/A | 0.032% | |
2/8/2024 | Apexium Financial LP | 5,366 | $238K | 0.0% | N/A | 0.017% | |
2/7/2024 | Avantax Advisory Services Inc. | 19,250 | $853K | 0.0% | -18.3% | 0.061% | |
2/7/2024 | Almanack Investment Partners LLC. | 123,494 | $5.47M | 0.8% | +6.3% | 0.392% | |
2/7/2024 | NBC Securities Inc. | 4,650 | $205K | 0.0% | -6.3% | 0.015% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 21,557 | $955K | 0.5% | -5.8% | 0.068% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 4,570 | $208K | 0.1% | N/A | 0.015% | |
2/7/2024 | Endowment Wealth Management Inc. | 12,244 | $542K | 0.5% | -9.7% | 0.039% | |
2/7/2024 | Principal Securities Inc. | 2,200 | $97K | 0.0% | N/A | 0.007% | |
2/7/2024 | Montag A & Associates Inc. | 1,236 | $55K | 0.0% | N/A | 0.004% | |
2/7/2024 | Ethos Financial Group LLC | 53,408 | $2.37M | 0.5% | -2.9% | 0.170% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 5,330 | $236K | 0.0% | -5.3% | 0.017% | |
2/6/2024 | Family Asset Management LLC | 4,166 | $185K | 0.1% | -10.8% | 0.013% | |
2/6/2024 | Private Advisor Group LLC | 54,856 | $2.43M | 0.0% | -1.7% | 0.174% | |
2/6/2024 | Sykon Capital LLC | 46,423 | $2.06M | 0.8% | +681.3% | 0.147% | |
2/6/2024 | First Horizon Advisors Inc. | 3,486 | $154K | 0.0% | +33.3% | 0.011% | |
2/5/2024 | Global Wealth Management Investment Advisory Inc. | 26,474 | $1.17M | 0.3% | +1.6% | 0.084% | |
2/5/2024 | MONECO Advisors LLC | 6,696 | $297K | 0.1% | N/A | 0.021% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 45,542 | $2.02M | 0.3% | +12.2% | 0.145% | |
2/5/2024 | LGL Partners LLC | 15,080 | $668K | 0.1% | +27.9% | 0.048% | |
2/5/2024 | Silver Oak Securities Incorporated | 22,952 | $1.02M | 0.1% | N/A | 0.073% | |
2/2/2024 | Simplex Trading LLC | 915 | $40K | 0.0% | +81.5% | 0.003% | |
2/2/2024 | Atria Wealth Solutions Inc. | 21,031 | $932K | 0.0% | +14.8% | 0.067% | |
2/1/2024 | Sigma Planning Corp | 4,815 | $213K | 0.0% | -64.3% | 0.015% | |
1/31/2024 | J.W. Cole Advisors Inc. | 12,538 | $555K | 0.0% | -8.0% | 0.040% | |
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1/29/2024 | Friedenthal Financial | 13,154 | $583K | 0.4% | -4.0% | 0.042% | |
1/26/2024 | Advisors Management Group Inc. ADV | 222,641 | $9.86M | 2.7% | -1.3% | 0.707% | |
1/26/2024 | Eagle Strategies LLC | 5,866 | $260K | 0.1% | +10.2% | 0.019% | |
1/25/2024 | RFG Advisory LLC | 135,265 | $5.99M | 0.2% | +4.4% | 0.429% | |
1/25/2024 | Americana Partners LLC | 18,030 | $799K | 0.1% | +4.6% | 0.057% | |
1/25/2024 | Spectrum Asset Management Inc. NB CA | 7,020 | $311K | 0.1% | -5.3% | 0.022% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 12,750 | $565K | 0.0% | -21.8% | 0.040% | |
1/24/2024 | Stratos Wealth Partners LTD. | 33,920 | $1.50M | 0.0% | +20.0% | 0.108% | |
1/24/2024 | International Assets Investment Management LLC | 3,721 | $165K | 0.0% | N/A | 0.012% | |
1/23/2024 | LVZ Inc. | 17,597 | $780K | 0.1% | -31.4% | 0.056% | |