5/19/2025 | Jane Street Group LLC | 38,793 | $1.94M | 0.0% | +14.9% | 0.246% | |
5/16/2025 | Arete Wealth Advisors LLC | 77,224 | $3.87M | 0.3% | +11.7% | 0.489% | |
5/15/2025 | Royal Bank of Canada | 88,616 | $4.44M | 0.0% | +170.5% | 0.562% | |
5/15/2025 | TD Capital Management LLC | 1,999 | $100K | 0.0% | -37.1% | 0.013% | |
5/14/2025 | WealthTrust Axiom LLC | 34,386 | $1.72M | 0.5% | N/A | 0.218% | |
5/14/2025 | Cedar Point Capital Partners LLC | 150,916 | $7.56M | 5.1% | +0.2% | 0.956% | |
5/14/2025 | Kestra Advisory Services LLC | 132,189 | $6.63M | 0.0% | +226.2% | 0.838% | |
5/13/2025 | HighTower Advisors LLC | 55,790 | $2.80M | 0.0% | +18.9% | 0.354% | |
5/9/2025 | Commonwealth Equity Services LLC | 469,963 | $23.56M | 0.0% | +41.5% | 2.978% | |
5/8/2025 | Harbour Investments Inc. | 17,466 | $875K | 0.0% | -44.4% | 0.111% | |
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5/7/2025 | Financially Speaking Inc | 46,630 | $2.34M | 1.7% | -14.0% | 0.296% | |
5/7/2025 | Foundations Investment Advisors LLC | 111,018 | $5.56M | 0.1% | +286.6% | 0.704% | |
5/7/2025 | LPL Financial LLC | 397,435 | $19.92M | 0.0% | +31.0% | 2.519% | |
5/7/2025 | Anson Capital Inc. | 20,158 | $1.01M | 0.9% | -87.3% | 0.128% | |
5/6/2025 | Cetera Investment Advisers | 35,596 | $1.78M | 0.0% | +27.0% | 0.226% | |
5/6/2025 | Elm3 Financial Group LLC | 11,743 | $589K | 0.5% | +3.7% | 0.074% | |
5/6/2025 | AE Wealth Management LLC | 322,664 | $16.17M | 0.1% | +9.0% | 2.045% | |
5/6/2025 | Guidance Capital Inc. | 10,654 | $532K | 0.2% | +12.0% | 0.068% | |
5/5/2025 | IFP Advisors Inc | 1,948 | $98K | 0.0% | +19.4% | 0.012% | |
4/30/2025 | TradeWell Securities LLC. | 21,624 | $1.08M | 0.6% | +20.4% | 0.137% | |
4/30/2025 | Stratos Wealth Partners LTD. | 4,562 | $229K | 0.0% | N/A | 0.029% | |
4/30/2025 | Planning Directions Inc. | 99,297 | $4.98M | 2.1% | +22.3% | 0.629% | |
4/29/2025 | Envestnet Asset Management Inc. | 41,115 | $2.06M | 0.0% | +18.2% | 0.261% | |
4/29/2025 | Strategic Blueprint LLC | 7,581 | $380K | 0.0% | +39.4% | 0.048% | |
4/25/2025 | Riverstone Advisors LLC | 4,000 | $200K | 0.1% | N/A | 0.026% | |
4/25/2025 | RCS Financial Planning LLC | 100,126 | $5.04M | 2.7% | +3.2% | 0.646% | |
4/24/2025 | Tepp RIA LLC | 8,407 | $421K | 0.6% | N/A | 0.054% | |
4/24/2025 | Kraft Davis & Associates LLC | 21,740 | $1.09M | 0.3% | -1.1% | 0.140% | |
4/23/2025 | Virtus Wealth Solutions LLC | 6,029 | $302K | 0.1% | -6.6% | 0.039% | |
4/23/2025 | Flavin Financial Services Inc. | 26,756 | $1.34M | 1.2% | +10.3% | 0.173% | |
4/23/2025 | Sequoia Financial Advisors LLC | 30,430 | $1.53M | 0.0% | N/A | 0.196% | |
4/23/2025 | Spire Wealth Management | 778 | $39K | 0.0% | N/A | 0.005% | |
4/22/2025 | JFS Wealth Advisors LLC | 1,831 | $92K | 0.0% | N/A | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 73,229 | $3.67M | 0.0% | -6.0% | 0.472% | |
4/17/2025 | Great Lakes Retirement Inc. | 44,694 | $2.24M | 0.3% | -4.9% | 0.288% | |
4/16/2025 | Lakeridge Wealth Management LLC | 48,030 | $2.41M | 1.2% | +62.8% | 0.310% | |
4/14/2025 | Tounjian Advisory Partners LLC | 16,460 | $825K | 0.2% | N/A | 0.106% | |
4/9/2025 | Archer Investment Management LLC | 147,956 | $7.42M | 5.1% | +7.7% | 0.955% | |
2/17/2025 | Cetera Investment Advisers | 28,025 | $1.40M | 0.0% | -5.9% | 0.322% | |
2/17/2025 | Citadel Advisors LLC | 56,026 | $2.80M | 0.0% | +358.8% | 0.644% | |
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2/17/2025 | Bank of America Corp DE | 230,525 | $11.51M | 0.0% | -3.6% | 2.650% | |
2/14/2025 | Jane Street Group LLC | 33,749 | $1.69M | 0.0% | N/A | 0.388% | |
2/14/2025 | MML Investors Services LLC | 46,318 | $2.31M | 0.0% | +41.7% | 0.532% | |
2/14/2025 | Mach 1 Financial Group LLC | 5,565 | $278K | 0.5% | -32.0% | 0.064% | |
2/13/2025 | Virtus Wealth Solutions LLC | 6,458 | $322K | 0.1% | N/A | 0.074% | |
2/13/2025 | Kraft Davis & Associates LLC | 21,979 | $1.10M | 0.3% | -35.7% | 0.253% | |
2/13/2025 | Raymond James Financial Inc. | 10,353 | $517K | 0.0% | N/A | 0.119% | |
2/13/2025 | Advisory Services Network LLC | 5,170 | $258K | 0.0% | -38.5% | 0.059% | |
2/13/2025 | Envestnet Asset Management Inc. | 34,781 | $1.74M | 0.0% | -55.2% | 0.400% | |
2/13/2025 | Wells Fargo & Company MN | 1,121,876 | $56.02M | 0.0% | +13.0% | 12.895% | |
2/12/2025 | Arete Wealth Advisors LLC | 69,131 | $3.45M | 0.2% | +2.0% | 0.795% | |
2/11/2025 | LPL Financial LLC | 303,315 | $15.15M | 0.0% | +30.9% | 3.486% | |
2/11/2025 | Absolute Capital Management LLC | 4,957 | $248K | 0.1% | N/A | 0.057% | |
2/10/2025 | GWN Securities Inc. | 4,884 | $244K | 0.1% | N/A | 0.056% | |
2/10/2025 | Harbour Investments Inc. | 31,396 | $1.57M | 0.0% | +214.7% | 0.361% | |
2/10/2025 | Commonwealth Equity Services LLC | 332,214 | $16.59M | 0.0% | +35.4% | 3.819% | |
2/10/2025 | Avantax Advisory Services Inc. | 10,405 | $520K | 0.0% | N/A | 0.120% | |
2/7/2025 | HighTower Advisors LLC | 46,914 | $2.34M | 0.0% | +1.9% | 0.539% | |
2/7/2025 | New England Private Wealth Advisors LLC | 6,206 | $310K | 0.0% | N/A | 0.071% | |
2/7/2025 | Independent Advisor Alliance | 4,106 | $205K | 0.0% | N/A | 0.047% | |
2/7/2025 | Lowery Thomas LLC | 65,512 | $3.27M | 2.1% | +34.7% | 0.753% | |
2/6/2025 | Raymond James Financial Inc. | 10,353 | $517K | 0.0% | N/A | 0.119% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 8,900 | $444K | 0.0% | +217.9% | 0.102% | |
2/6/2025 | Planning Directions Inc. | 81,161 | $4.05M | 2.4% | +1.7% | 0.933% | |
1/31/2025 | Global Retirement Partners LLC | 2,237 | $112K | 0.0% | N/A | 0.026% | |
1/31/2025 | Anson Capital Inc. | 158,601 | $7.92M | 6.9% | N/A | 1.823% | |
1/31/2025 | J.W. Cole Advisors Inc. | 5,240 | $262K | 0.0% | +22.5% | 0.060% | |
1/30/2025 | Principal Securities Inc. | 9,569 | $478K | 0.0% | -7.4% | 0.110% | |
1/30/2025 | Lakeridge Wealth Management LLC | 29,494 | $1.47M | 0.8% | +590.7% | 0.339% | |
1/29/2025 | Great Lakes Retirement Inc. | 46,988 | $2.36M | 0.3% | +3.0% | 0.540% | |
1/27/2025 | Elm3 Financial Group LLC | 11,326 | $566K | 0.5% | N/A | 0.130% | |
1/24/2025 | Flavin Financial Services Inc. | 24,250 | $1.21M | 1.2% | N/A | 0.279% | |
1/24/2025 | Archer Investment Management LLC | 137,358 | $6.86M | 4.2% | N/A | 1.579% | |
1/23/2025 | RCS Financial Planning LLC | 97,051 | $4.87M | 2.6% | N/A | 1.116% | |
1/22/2025 | Genesee Capital Advisors LLC | 16,866 | $842K | 0.4% | -2.4% | 0.194% | |
1/22/2025 | Foundations Investment Advisors LLC | 28,718 | $1.43M | 0.0% | +93.8% | 0.330% | |
1/17/2025 | Cedar Point Capital Partners LLC | 150,578 | $7.52M | 5.1% | +5.6% | 1.731% | |
1/16/2025 | Sugar Maple Asset Management LLC | 8,413 | $420K | 0.3% | -14.1% | 0.097% | |
1/15/2025 | Ameritas Advisory Services LLC | 11,569 | $578K | 0.0% | N/A | 0.133% | |
12/26/2024 | JPMorgan Chase & Co. | 1,572 | $79K | 0.0% | +42.3% | 0.018% | |
11/18/2024 | Arete Wealth Advisors LLC | 67,752 | $3.40M | 0.3% | +63.8% | 0.779% | |
11/15/2024 | MML Investors Services LLC | 32,678 | $1.64M | 0.0% | +4.4% | 0.376% | |
11/15/2024 | HighTower Advisors LLC | 46,058 | $2.31M | 0.0% | +8.7% | 0.529% | |
11/14/2024 | Flow Traders U.S. LLC | 10,934 | $549K | 0.0% | N/A | 0.126% | |
11/12/2024 | Smithfield Trust Co | 12,634 | $635K | 0.0% | N/A | 0.145% | |
11/8/2024 | Kraft Davis & Associates LLC | 34,180 | $1.71M | 0.5% | -35.9% | 0.393% | |
11/8/2024 | Lowery Thomas LLC | 48,636 | $2.44M | 1.7% | N/A | 0.559% | |
11/7/2024 | Planning Directions Inc. | 79,796 | $4.01M | 2.4% | +2.7% | 0.917% | |
11/7/2024 | Sugar Maple Asset Management LLC | 9,795 | $492K | 0.4% | +15.3% | 0.113% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 115,050 | $5.78M | 0.1% | +16.5% | 1.322% | |
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11/5/2024 | Harbour Investments Inc. | 9,978 | $501K | 0.0% | -24.5% | 0.115% | |
11/2/2024 | Mach 1 Financial Group LLC | 8,187 | $411K | 0.3% | N/A | 0.094% | |
10/31/2024 | Family Asset Management LLC | 24,678 | $1.24M | 0.7% | N/A | 0.284% | |
10/29/2024 | Cedar Point Capital Partners LLC | 142,644 | $7.16M | 4.9% | +4.7% | 1.640% | |
10/23/2024 | Great Lakes Retirement Inc. | 45,617 | $2.30M | 0.3% | N/A | 0.524% | |
10/22/2024 | Private Advisor Group LLC | 4,607 | $231K | 0.0% | -12.2% | 0.053% | |
10/21/2024 | Foundations Investment Advisors LLC | 14,817 | $744K | 0.0% | N/A | 0.170% | |
10/21/2024 | Genesee Capital Advisors LLC | 17,279 | $868K | 0.4% | +18.3% | 0.199% | |
10/16/2024 | Secure Asset Management LLC | 18,571 | $932K | 0.2% | -81.6% | 0.213% | |
10/7/2024 | Lakeridge Wealth Management LLC | 4,270 | $214K | 0.1% | N/A | 0.049% | |