5/15/2024 | Transcendent Capital Group LLC | 4,200 | $101K | 0.1% | N/A | 0.080% | |
5/8/2024 | Sheets Smith Wealth Management | 57,667 | $1.38M | 0.2% | +3.7% | 1.098% | |
5/8/2024 | Cornerstone Planning Group LLC | 24,444 | $584K | 0.2% | -1.7% | 0.466% | |
5/1/2024 | Diversify Advisory Services LLC | 9,701 | $233K | 0.0% | N/A | 0.185% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 20,171 | $483K | 0.0% | +9.7% | 0.392% | |
4/23/2024 | OxenFree Capital LLC | 32,534 | $780K | 0.7% | +2.7% | 0.632% | |
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4/22/2024 | Rovin Capital UT ADV | 50,273 | $1.21M | 0.5% | +169.9% | 0.976% | |
4/12/2024 | Ignite Planners LLC | 218,479 | $5.25M | 1.5% | +38.7% | 6.722% | |
3/12/2024 | Rovin Capital UT ADV | 18,627 | $446K | 0.2% | +86.8% | 0.573% | |
2/14/2024 | Vista Investment Management | 10,120 | $242K | 0.1% | N/A | 0.311% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 18,394 | $440K | 0.0% | +6.0% | 0.566% | |
2/7/2024 | Principal Securities Inc. | 2,880 | $69K | 0.0% | N/A | 0.089% | |
2/6/2024 | Sheets Smith Wealth Management | 55,587 | $1.33M | 0.2% | -0.8% | 1.710% | |
2/6/2024 | Summit Asset Management LLC | 17,184 | $411K | 0.1% | +26.6% | 0.529% | |
1/29/2024 | OxenFree Capital LLC | 31,672 | $758K | 0.8% | N/A | 0.975% | |
1/24/2024 | Stratos Wealth Advisors LLC | 21,939 | $525K | 0.0% | +64.4% | 0.675% | |
1/24/2024 | Allworth Financial LP | 451,869 | $10.81M | 0.1% | -3.9% | 13.904% | |
1/9/2024 | Ignite Planners LLC | 157,532 | $3.77M | 1.1% | +42.6% | 4.847% | |
11/8/2023 | Cornerstone Planning Group LLC | 24,842 | $593K | 0.2% | +42.5% | 0.764% | |
11/6/2023 | Summit Asset Management LLC | 13,575 | $324K | 0.1% | -16.9% | 0.418% | |
10/31/2023 | Allworth Financial LP | 470,290 | $11.23M | 0.1% | -0.2% | 14.470% | |
10/31/2023 | James Investment Research Inc. | 15,492 | $370K | 0.0% | +6.1% | 0.477% | |
10/30/2023 | FirstPurpose Wealth LLC | 34,650 | $827K | 0.4% | +159.7% | 1.066% | |
10/25/2023 | Rovin Capital UT ADV | 9,972 | $238K | 0.1% | -77.0% | 0.307% | |
10/24/2023 | Stratos Wealth Advisors LLC | 13,345 | $319K | 0.0% | +38.0% | 0.411% | |
10/23/2023 | Sheets Smith Wealth Management | 56,039 | $1.34M | 0.2% | +6.1% | 1.724% | |
10/23/2023 | Commonwealth Equity Services LLC | 21,044 | $503K | 0.0% | +126.9% | 0.648% | |
10/20/2023 | Security National Bank | 33,634 | $803K | 0.2% | -50.2% | 1.035% | |
10/16/2023 | RFG Advisory LLC | 20,244 | $483K | 0.0% | -44.0% | 0.623% | |
10/11/2023 | AE Wealth Management LLC | 158,395 | $3.78M | 0.0% | +18.0% | 4.874% | |
10/11/2023 | Ignite Planners LLC | 110,502 | $2.63M | 0.8% | N/A | 3.400% | |
8/10/2023 | Cetera Advisor Networks LLC | 91,575 | $2.16M | 0.0% | N/A | 2.818% | |
8/9/2023 | Flow Traders U.S. LLC | 15,661 | $369K | 0.0% | N/A | 0.482% | |
8/9/2023 | Sheets Smith Wealth Management | 52,834 | $1.25M | 0.2% | +3.9% | 1.626% | |
8/9/2023 | Rovin Capital UT ADV | 43,430 | $1.02M | 0.5% | +8.2% | 1.336% | |
8/3/2023 | RFG Advisory LLC | 36,128 | $852K | 0.0% | -12.4% | 1.112% | |
7/24/2023 | Dfpg Investments LLC | 35,171 | $839K | 0.1% | +188.3% | 1.092% | |
7/21/2023 | FirstPurpose Wealth LLC | 13,344 | $315K | 0.1% | N/A | 0.414% | |
7/18/2023 | Allworth Financial LP | 471,169 | $11.11M | 0.1% | N/A | 14.633% | |
7/18/2023 | Stratos Wealth Advisors LLC | 9,671 | $228K | 0.0% | +8.2% | 0.300% | |
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7/18/2023 | Security National Bank | 67,600 | $1.59M | 0.4% | -56.8% | 2.099% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 17,311 | $408K | 0.0% | -4.8% | 0.538% | |
7/10/2023 | AE Wealth Management LLC | 134,203 | $3.16M | 0.0% | +6.4% | 4.168% | |
5/15/2023 | Sheets Smith Wealth Management | 24 | $1.20M | 0.2% | -100.0% | 0.001% | |
5/12/2023 | Summit Asset Management LLC | 19,567 | $461K | 0.1% | -16.2% | 0.617% | |
5/10/2023 | Atria Investments Inc | 69,028 | $1.63M | 0.0% | N/A | 2.178% | |
5/10/2023 | WealthPLAN Partners LLC | 1,989 | $47K | 0.0% | N/A | 0.063% | |
4/27/2023 | Stratos Wealth Advisors LLC | 8,940 | $211K | 0.0% | N/A | 0.282% | |
4/26/2023 | James Investment Research Inc. | 15,965 | $376K | 0.0% | +6.2% | 0.504% | |
4/17/2023 | Security National Bank | 156,459 | $3.69M | 1.0% | -63.4% | 4.936% | |
4/14/2023 | AE Wealth Management LLC | 126,154 | $2.97M | 0.0% | -58.3% | 3.788% | |
4/11/2023 | Dfpg Investments LLC | 12,198 | $288K | 0.0% | N/A | 0.366% | |
4/5/2023 | Rovin Capital UT ADV | 40,122 | $946K | 0.5% | -18.7% | 1.205% | |
3/6/2023 | OLD Mission Capital LLC | 4,879 | $113K | 0.0% | N/A | 0.147% | |
2/13/2023 | Summit Asset Management LLC | 23,336 | $542K | 0.2% | N/A | 0.701% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,163 | $422K | 0.0% | +11.6% | 0.545% | |
2/7/2023 | Envestnet Asset Management Inc. | 48,496 | $1.13M | 0.0% | -17.9% | 1.456% | |
2/1/2023 | Security National Bank | 427,038 | $9.92M | 2.7% | +29.1% | 12.824% | |
1/31/2023 | AE Wealth Management LLC | 302,424 | $7.03M | 0.1% | +0.9% | 9.082% | |
1/31/2023 | Echo Wealth Management LLC | 8,553 | $202K | 0.2% | N/A | 0.257% | |
1/30/2023 | James Investment Research Inc. | 15,035 | $349K | 0.0% | -28.9% | 0.452% | |
11/10/2022 | RFG Advisory LLC | 28,456 | $666K | 0.0% | +4.2% | 0.784% | |
11/1/2022 | Sheets Smith Wealth Management | 50,820 | $1.18M | 0.2% | +6.1% | 1.400% | |
10/25/2022 | Hightower 6M Holding LLC | 257,666 | $5.96M | 0.5% | -3.1% | 7.098% | |
10/25/2022 | AE Wealth Management LLC | 299,804 | $6.93M | 0.1% | N/A | 8.259% | |
10/18/2022 | Security National Bank | 330,782 | $7.65M | 2.1% | +21.8% | 8.438% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 16,272 | $376K | 0.0% | +3.2% | 0.415% | |
8/13/2022 | RFG Advisory LLC | 27,304 | $646K | 0.0% | +24.5% | 0.867% | |
8/13/2022 | Flow Traders U.S. LLC | 24,928 | $576K | 0.0% | -82.5% | 0.791% | |
8/3/2022 | Envestnet Asset Management Inc. | 73,413 | $1.70M | 0.0% | +78.6% | 2.331% | |
8/1/2022 | James Investment Research Inc. | 20,747 | $480K | 0.1% | +14.9% | 0.663% | |
7/27/2022 | Hightower 6M Holding LLC | 265,951 | $6.15M | 0.5% | -2.9% | 8.059% | |
7/27/2022 | Sheets Smith Wealth Management | 47,899 | $1.11M | 0.2% | +26.1% | 1.451% | |
7/25/2022 | Security National Bank | 271,666 | $6.28M | 1.7% | N/A | 8.232% | |
7/15/2022 | Destiny Wealth Partners LLC | 15,014 | $347K | 0.1% | -90.0% | 0.455% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 15,772 | $365K | 0.0% | N/A | 0.478% | |
6/13/2022 | Rovin Capital UT ADV | 49,307 | $1.22M | 0.6% | N/A | 1.472% | |
5/11/2022 | RFG Advisory LLC | 21,928 | $541K | 0.0% | N/A | 0.636% | |
5/10/2022 | Hightower 6M Holding LLC | 273,916 | $6.76M | 0.5% | N/A | 7.940% | |
5/4/2022 | Advisor Group Holdings Inc. | 69,179 | $1.71M | 0.0% | +42.1% | 2.050% | |
5/4/2022 | Envestnet Asset Management Inc. | 41,104 | $1.01M | 0.0% | +64.9% | 1.218% | |
5/2/2022 | Sheets Smith Wealth Management | 37,985 | $937K | 0.1% | N/A | 1.125% | |
4/22/2022 | James Investment Research Inc. | 18,049 | $445K | 0.0% | N/A | 0.543% | |
4/21/2022 | Destiny Wealth Partners LLC | 149,801 | $3.70M | 0.7% | -54.8% | 4.505% | |
4/20/2022 | Koshinski Asset Management Inc. | 5,212 | $129K | 0.0% | +69.5% | 0.157% | |
2/4/2022 | Envestnet Asset Management Inc. | 24,925 | $624K | 0.0% | +10.9% | 1.108% | |
2/3/2022 | Advisor Group Holdings Inc. | 48,678 | $1.22M | 0.0% | +70.6% | 2.163% | |
2/1/2022 | 6 Meridian | 290,989 | $7.28M | 0.5% | -6.3% | 12.516% | |
1/20/2022 | Destiny Wealth Partners LLC | 331,603 | $8.30M | 1.6% | +5.0% | 15.791% | |
11/15/2021 | Flow Traders U.S. LLC | 26,165 | $658K | 0.0% | +175.7% | 1.276% | |
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11/5/2021 | Advisor Group Holdings Inc. | 28,534 | $718K | 0.0% | N/A | 1.392% | |
10/28/2021 | Destiny Wealth Partners LLC | 315,954 | $7.95M | 1.6% | -9.9% | 15.412% | |
10/12/2021 | Koshinski Asset Management Inc. | 3,040 | $76K | 0.0% | N/A | 0.152% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 1,195 | $30K | 0.0% | N/A | 0.075% | |
8/24/2021 | Flow Traders U.S. LLC | 9,491 | $237K | 0.0% | -34.2% | 0.603% | |
7/31/2021 | RWM Asset Management LLC | 350,586 | $8.76M | 1.7% | N/A | 22.618% | |
7/14/2021 | 6 Meridian | 310,178 | $7.75M | 0.6% | N/A | 20.679% | |
5/18/2021 | Flow Traders U.S. LLC | 14,429 | $357K | 0.0% | -21.3% | 1.698% | |
2/17/2021 | Jane Street Group LLC | 15,543 | $384K | 0.0% | -63.4% | 6.217% | |
11/17/2020 | Jane Street Group LLC | 42,509 | $1.03M | 0.0% | -2.5% | 14.170% | |