5/16/2025 | Goldman Sachs Group Inc. | 40,841 | $1.67M | 0.0% | N/A | 0.502% | |
5/16/2025 | NewEdge Advisors LLC | 15,458 | $632K | 0.0% | -7.0% | 0.190% | |
5/15/2025 | OLD Mission Capital LLC | 11,869 | $485K | 0.0% | -9.3% | 0.146% | |
5/14/2025 | Kestra Advisory Services LLC | 93,018 | $3.81M | 0.0% | -11.6% | 1.144% | |
5/13/2025 | Raymond James Financial Inc. | 263,567 | $10.78M | 0.0% | -35.8% | 3.242% | |
5/13/2025 | HighTower Advisors LLC | 17,552 | $718K | 0.0% | -6.8% | 0.216% | |
5/12/2025 | Integrity Financial Corp WA | 22,441 | $918K | 0.5% | -1.9% | 0.276% | |
5/9/2025 | Commonwealth Financial Services LLC | 152,118 | $6.22M | 1.3% | -12.5% | 1.871% | |
5/9/2025 | Bouchey Financial Group Ltd | 8,080 | $330K | 0.0% | -5.6% | 0.099% | |
5/8/2025 | Harbour Investments Inc. | 18,544 | $758K | 0.0% | -4.7% | 0.228% | |
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5/7/2025 | Prosperity Consulting Group LLC | 12,756 | $522K | 0.0% | -3.8% | 0.157% | |
5/7/2025 | LPL Financial LLC | 42,237 | $1.73M | 0.0% | +24.4% | 0.520% | |
5/7/2025 | First Heartland Consultants Inc. | 8,527 | $349K | 0.0% | -33.2% | 0.105% | |
5/6/2025 | Cetera Investment Advisers | 85,775 | $3.51M | 0.0% | +13.3% | 1.055% | |
5/6/2025 | AE Wealth Management LLC | 12,252 | $501K | 0.0% | -80.2% | 0.151% | |
5/6/2025 | Ignite Planners LLC | 165,123 | $6.76M | 1.3% | -13.3% | 2.031% | |
5/2/2025 | Larson Financial Group LLC | 964 | $39K | 0.0% | -72.2% | 0.012% | |
5/1/2025 | CWM LLC | 98,655 | $4.04M | 0.0% | -10.7% | 1.213% | |
4/30/2025 | Allworth Financial LP | 1,658 | $67K | 0.0% | N/A | 0.020% | |
4/29/2025 | Wood Tarver Financial Group LLC | 44,962 | $1.84M | 0.6% | -31.1% | 0.553% | |
4/29/2025 | Envestnet Asset Management Inc. | 163,060 | $6.67M | 0.0% | +3.1% | 2.006% | |
4/29/2025 | Strategic Blueprint LLC | 5,259 | $215K | 0.0% | -42.7% | 0.065% | |
4/29/2025 | SMART Wealth LLC | 33,079 | $1.35M | 0.5% | -20.2% | 0.407% | |
4/28/2025 | Smart Money Group LLC | 18,420 | $753K | 0.7% | -89.0% | 0.227% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 7,896 | $323K | 0.3% | +4.8% | 0.097% | |
4/28/2025 | Clear Creek Financial Management LLC | 12,060 | $493K | 0.1% | -16.9% | 0.148% | |
4/23/2025 | Spire Wealth Management | 48,691 | $1.99M | 0.1% | -13.2% | 0.612% | |
4/22/2025 | Buck Wealth Strategies LLC | 7,810 | $319K | 0.1% | N/A | 0.098% | |
4/21/2025 | LifeWealth Investments LLC | 85,780 | $3.51M | 1.4% | +34.5% | 1.079% | |
4/17/2025 | Janney Montgomery Scott LLC | 149,825 | $6.13M | 0.0% | -2.1% | 1.885% | |
4/16/2025 | Hickory Asset Management Inc. | 132,717 | $5.43M | 4.8% | -1.0% | 1.669% | |
4/16/2025 | Spectrum Asset Management Inc. NB CA | 5,970 | $244K | 0.1% | -45.6% | 0.075% | |
4/14/2025 | Farther Finance Advisors LLC | 9,910 | $406K | 0.0% | N/A | 0.125% | |
4/11/2025 | Signal Advisors Wealth LLC | 178,663 | $7.31M | 0.7% | +49.3% | 2.247% | |
4/10/2025 | Beacon Financial Group | 11,598 | $474K | 0.1% | -25.8% | 0.146% | |
4/9/2025 | NBC Securities Inc. | 5,895 | $241K | 0.0% | +117,800.0% | 0.074% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,292 | $810K | 0.0% | N/A | 0.234% | |
3/12/2025 | Centaurus Financial Inc. | 8,557 | $359K | 0.0% | +7.4% | 0.104% | |
3/6/2025 | Wood Tarver Financial Group LLC | 65,289 | $2.74M | 0.9% | N/A | 0.793% | |
2/27/2025 | REAP Financial Group LLC | 173,128 | $7.27M | 1.8% | +4.3% | 2.164% | |
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2/26/2025 | LifeWealth Investments LLC | 63,784 | $2.68M | 1.8% | N/A | 0.797% | |
2/25/2025 | Armis Advisers LLC | 198,462 | $8.33M | 1.0% | N/A | 2.481% | |
2/18/2025 | First Heartland Consultants Inc. | 12,758 | $536K | 0.1% | -19.7% | 0.159% | |
2/17/2025 | Wolverine Trading LLC | 10,797 | $455K | 0.0% | N/A | 0.135% | |
2/17/2025 | Cetera Investment Advisers | 75,706 | $3.18M | 0.0% | -4.5% | 0.946% | |
2/14/2025 | Jane Street Group LLC | 24,972 | $1.05M | 0.0% | N/A | 0.312% | |
2/14/2025 | Schwallier Wealth Management LLC | 7,030 | $295K | 0.2% | -26.2% | 0.088% | |
2/14/2025 | Northern Trust Corp | 9,520 | $400K | 0.0% | N/A | 0.119% | |
2/14/2025 | Prosperity Consulting Group LLC | 13,261 | $557K | 0.0% | -2.5% | 0.166% | |
2/14/2025 | MML Investors Services LLC | 26,673 | $1.12M | 0.0% | -68.1% | 0.333% | |
2/13/2025 | Mariner LLC | 11,808 | $496K | 0.0% | +5.3% | 0.148% | |
2/13/2025 | Barclays PLC | 688 | $29K | 0.0% | -27.9% | 0.009% | |
2/13/2025 | Integrity Financial Corp WA | 22,879 | $960K | 0.6% | +5.5% | 0.286% | |
2/13/2025 | Raymond James Financial Inc. | 410,621 | $17.24M | 0.0% | N/A | 5.133% | |
2/13/2025 | Envestnet Asset Management Inc. | 158,101 | $6.64M | 0.0% | -31.7% | 1.976% | |
2/13/2025 | Wells Fargo & Company MN | 13,060 | $548K | 0.0% | N/A | 0.163% | |
2/12/2025 | OLD Mission Capital LLC | 13,084 | $549K | 0.0% | N/A | 0.164% | |
2/11/2025 | Grantvest Financial Group LLC | 6,700 | $281K | 0.3% | N/A | 0.084% | |
2/11/2025 | LPL Financial LLC | 33,939 | $1.43M | 0.0% | +11.1% | 0.424% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 7,532 | $321K | 0.3% | -9.3% | 0.094% | |
2/10/2025 | Harbour Investments Inc. | 19,465 | $817K | 0.0% | -5.1% | 0.243% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,956 | $334K | 0.0% | +5.4% | 0.099% | |
2/10/2025 | Commonwealth Equity Services LLC | 74,920 | $3.15M | 0.0% | -7.8% | 0.937% | |
2/10/2025 | Avantax Advisory Services Inc. | 14,610 | $613K | 0.0% | -16.3% | 0.183% | |
2/7/2025 | HighTower Advisors LLC | 18,832 | $791K | 0.0% | -3.7% | 0.235% | |
2/6/2025 | Raymond James Financial Inc. | 410,621 | $17.24M | 0.0% | N/A | 5.133% | |
2/6/2025 | Keystone Wealth Services LLC | 7,357 | $309K | 0.1% | -18.3% | 0.092% | |
2/5/2025 | Bouchey Financial Group Ltd | 8,556 | $359K | 0.0% | -14.4% | 0.107% | |
2/3/2025 | Advyzon Investment Management LLC | 5,015 | $211K | 0.1% | N/A | 0.063% | |
1/31/2025 | Atria Wealth Solutions Inc. | 7,956 | $334K | 0.0% | +5.4% | 0.099% | |
1/31/2025 | Truist Financial Corp | 154,343 | $6.48M | 0.0% | -8.8% | 1.929% | |
1/30/2025 | Hickory Asset Management Inc. | 134,069 | $5.63M | 4.8% | N/A | 1.676% | |
1/29/2025 | Beacon Financial Group | 15,624 | $656K | 0.1% | -28.4% | 0.195% | |
1/28/2025 | SMART Wealth LLC | 41,429 | $1.74M | 0.6% | +145.0% | 0.518% | |
1/27/2025 | Foguth Wealth Management LLC. | 159,464 | $6.84M | 1.8% | +136.4% | 1.993% | |
1/27/2025 | Commonwealth Financial Services LLC | 173,780 | $7.30M | 1.4% | +3.5% | 2.172% | |
1/24/2025 | Holistic Planning LLC | 5,636 | $237K | 0.1% | N/A | 0.070% | |
1/24/2025 | Spire Wealth Management | 56,106 | $2.36M | 0.1% | -6.4% | 0.701% | |
1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 9,340 | $392K | 0.1% | -7.0% | 0.117% | |
1/24/2025 | Five Pine Wealth Management | 5,059 | $212K | 0.2% | N/A | 0.063% | |
1/24/2025 | Clear Creek Financial Management LLC | 14,513 | $609K | 0.1% | -41.3% | 0.181% | |
1/23/2025 | Strategic Blueprint LLC | 9,185 | $386K | 0.0% | -27.1% | 0.115% | |
1/17/2025 | Mutual Advisors LLC | 12,555 | $531K | 0.0% | -10.7% | 0.157% | |
1/17/2025 | Janney Montgomery Scott LLC | 153,049 | $6.43M | 0.0% | -3.8% | 1.913% | |
1/16/2025 | Smart Money Group LLC | 167,085 | $7.01M | 2.4% | -2.8% | 2.089% | |
1/16/2025 | Cambridge Advisors Inc. | 5,548 | $233K | 0.1% | -8.3% | 0.069% | |
1/15/2025 | Ameritas Advisory Services LLC | 48,887 | $2.05M | 0.1% | -5.6% | 0.611% | |
1/15/2025 | Arkadios Wealth Advisors | 13,000 | $546K | 0.0% | N/A | 0.163% | |
1/14/2025 | Ignite Planners LLC | 190,379 | $8.04M | 1.8% | -6.0% | 2.380% | |
1/14/2025 | Signal Advisors Wealth LLC | 119,672 | $5.02M | 0.6% | +77.5% | 1.496% | |
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12/16/2024 | SMART Wealth LLC | 16,913 | $700K | 0.3% | +33.0% | 0.211% | |
11/20/2024 | SOA Wealth Advisors LLC. | 1,423 | $59K | 0.0% | +351.7% | 0.018% | |
11/19/2024 | Barclays PLC | 954 | $40K | 0.0% | N/A | 0.012% | |
11/18/2024 | Sunbelt Securities Inc. | 43,854 | $1.82M | 0.2% | +14.0% | 0.548% | |
11/15/2024 | Barclays PLC | 954 | $40K | 0.0% | N/A | 0.012% | |
11/15/2024 | MML Investors Services LLC | 83,532 | $3.46M | 0.0% | +312.4% | 1.044% | |
11/15/2024 | Orion Portfolio Solutions LLC | 6,820 | $282K | 0.0% | +8.5% | 0.085% | |
11/15/2024 | HighTower Advisors LLC | 19,560 | $810K | 0.0% | -16.0% | 0.245% | |
11/14/2024 | Rockefeller Capital Management L.P. | 28,428 | $1.18M | 0.0% | +148.3% | 0.355% | |
11/14/2024 | CreativeOne Wealth LLC | 6,582 | $273K | 0.0% | N/A | 0.082% | |