5/2/2025 | PAX Financial Group LLC | 67,860 | $1.67M | 0.3% | +12.1% | 0.322% | |
4/30/2025 | Optimum Investment Advisors | 7,085 | $174K | 0.1% | +7.6% | 0.034% | |
4/29/2025 | Concurrent Investment Advisors LLC | 20,172 | $496K | 0.0% | N/A | 0.098% | |
4/28/2025 | Milestone Investment Advisors LLC | 3,337 | $82K | 0.0% | -27.4% | 0.016% | |
4/17/2025 | Sowell Financial Services LLC | 12,099 | $298K | 0.0% | +11.5% | 0.059% | |
4/17/2025 | Stewardship Advisors LLC | 576,977 | $14.20M | 3.8% | +11.5% | 2.808% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 117,045 | $2.75M | 0.9% | -0.8% | 0.570% | |
3/24/2025 | Mascagni Wealth Management Inc. | 3,737 | $88K | 0.1% | N/A | 0.018% | |
2/17/2025 | EP Wealth Advisors LLC | 16,260 | $382K | 0.0% | N/A | 0.087% | |
2/17/2025 | Cetera Investment Advisers | 13,567 | $319K | 0.0% | +32.0% | 0.073% | |
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2/14/2025 | MGO One Seven LLC | 151,890 | $3.57M | 0.1% | +10.4% | 0.817% | |
2/13/2025 | Invesco Ltd. | 14,785,882 | $347.17M | 0.1% | +2.2% | 79.494% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,418 | $245K | 0.0% | -60.2% | 0.056% | |
2/12/2025 | PAX Financial Group LLC | 60,530 | $1.42M | 0.3% | +3.1% | 0.325% | |
2/12/2025 | Milestone Investment Advisors LLC | 4,597 | $108K | 0.0% | -68.0% | 0.025% | |
2/11/2025 | Ashton Thomas Securities LLC | 70,401 | $1.66M | 0.5% | +7.4% | 0.379% | |
2/11/2025 | Sequent Planning LLC | 24,842 | $583K | 0.2% | +6.1% | 0.134% | |
2/11/2025 | LPL Financial LLC | 246,914 | $5.80M | 0.0% | -12.5% | 1.327% | |
2/11/2025 | Optimum Investment Advisors | 6,585 | $155K | 0.1% | -15.4% | 0.035% | |
2/3/2025 | Private Advisor Group LLC | 99,190 | $2.33M | 0.0% | -51.7% | 0.533% | |
1/31/2025 | Sanctuary Advisors LLC | 13,980 | $344K | 0.0% | -3.3% | 0.075% | |
1/29/2025 | Avestar Capital LLC | 187,320 | $4.40M | 0.4% | +219.0% | 1.007% | |
1/24/2025 | Lunt Capital Management Inc. | 11,066 | $260K | 0.1% | -42.8% | 0.059% | |
1/24/2025 | Concord Wealth Partners | 2,571 | $60K | 0.0% | +90.9% | 0.014% | |
1/24/2025 | Total Clarity Wealth Management Inc. | 117,977 | $2.77M | 0.9% | N/A | 0.634% | |
1/21/2025 | Stewardship Advisors LLC | 517,614 | $12.15M | 3.4% | +2.1% | 2.783% | |
1/21/2025 | Geneos Wealth Management Inc. | 52,384 | $1.23M | 0.0% | +25.5% | 0.282% | |
1/14/2025 | San Luis Wealth Advisors LLC | 175,783 | $4.13M | 0.8% | +1.7% | 0.945% | |
11/25/2024 | Sanctuary Advisors LLC | 14,459 | $349K | 0.0% | N/A | 0.078% | |
11/18/2024 | Asset Allocation Strategies LLC | 146,698 | $3.74M | 1.1% | N/A | 0.789% | |
11/15/2024 | Jane Street Group LLC | 59,352 | $1.51M | 0.0% | +36.5% | 0.319% | |
11/14/2024 | Flow Traders U.S. LLC | 11,693 | $298K | 0.0% | -81.5% | 0.063% | |
11/13/2024 | Avestar Capital LLC | 58,720 | $1.50M | 0.2% | -7.3% | 0.316% | |
11/13/2024 | Elios Financial Group Inc. | 44,221 | $1.13M | 0.5% | N/A | 0.238% | |
11/4/2024 | Ashton Thomas Securities LLC | 65,569 | $1.67M | 0.3% | +5.3% | 0.353% | |
10/30/2024 | Milestone Investment Advisors LLC | 14,370 | $366K | 0.1% | -20.1% | 0.077% | |
10/24/2024 | Concord Wealth Partners | 1,347 | $34K | 0.0% | N/A | 0.007% | |
10/22/2024 | Private Advisor Group LLC | 205,369 | $5.24M | 0.0% | +15.0% | 1.104% | |
10/21/2024 | Stewardship Advisors LLC | 507,213 | $12.93M | 3.7% | +51.8% | 2.727% | |
10/16/2024 | Optimum Investment Advisors | 7,785 | $199K | 0.1% | +6.9% | 0.042% | |
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10/11/2024 | ORG Partners LLC | 20,796 | $530K | 0.1% | -28.0% | 0.112% | |
10/11/2024 | ORG Wealth Partners LLC | 8,665 | $221K | 0.1% | N/A | 0.047% | |
10/9/2024 | San Luis Wealth Advisors LLC | 172,834 | $4.41M | 0.9% | +13.7% | 0.929% | |
8/21/2024 | Truist Financial Corp | 139,689 | $3.46M | 0.0% | +2.3% | 0.751% | |
8/5/2024 | Private Advisor Group LLC | 178,562 | $4.43M | 0.0% | +1,639.0% | 0.960% | |
7/16/2024 | ORG Partners LLC | 28,881 | $713K | 0.1% | N/A | 0.155% | |
7/12/2024 | Optimum Investment Advisors | 7,285 | $181K | 0.1% | -17.1% | 0.039% | |
7/10/2024 | Stewardship Advisors LLC | 334,189 | $8.28M | 2.7% | +16.8% | 1.797% | |
5/4/2024 | Geneos Wealth Management Inc. | 39,113 | $1.00M | 0.0% | N/A | 0.214% | |
4/23/2024 | Lunt Capital Management Inc. | 19,359 | $496K | 0.2% | -51.3% | 0.106% | |
2/12/2024 | Avestar Capital LLC | 38,638 | $973K | 0.1% | +35.0% | 0.000% | |
2/9/2024 | Milestone Investment Advisors LLC | 163,627 | $4.12M | 1.2% | +2.8% | 0.000% | |
2/8/2024 | Brown Advisory Inc. | 14,112 | $355K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 9,346 | $235K | 0.0% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 136,486 | $3.44M | 0.0% | -15.8% | 0.000% | |
1/30/2024 | Lunt Capital Management Inc. | 39,756 | $1.00M | 0.5% | +259.3% | 0.000% | |
1/29/2024 | ORG Partners LLC | 4,996 | $126K | 0.0% | +338.2% | 0.000% | |
1/26/2024 | S.E.E.D. Planning Group LLC | 8,000 | $201K | 0.1% | N/A | 0.000% | |
1/8/2024 | Optimum Investment Advisors | 8,785 | $221K | 0.1% | +79.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 471,078 | $10.98M | 0.0% | +62.6% | 0.000% | |
11/13/2023 | Invesco Ltd. | 8,003,950 | $186.54M | 0.1% | +37.6% | 0.000% | |
11/8/2023 | Milestone Investment Advisors LLC | 159,153 | $3.71M | 1.1% | +5.6% | 0.000% | |
11/3/2023 | ORG Partners LLC | 1,140 | $27K | 0.0% | +5,328.6% | 0.000% | |
10/31/2023 | Lunt Capital Management Inc. | 11,066 | $258K | 0.1% | -8.3% | 0.000% | |
10/27/2023 | Capital Advisors Ltd. LLC | 2,798 | $65K | 0.0% | -42.5% | 0.000% | |
10/20/2023 | Avestar Capital LLC | 28,618 | $667K | 0.1% | N/A | 0.000% | |
10/13/2023 | Optimum Investment Advisors | 4,885 | $114K | 0.1% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 509,214 | $12.26M | 0.0% | N/A | 0.000% | |
8/2/2023 | Milestone Investment Advisors LLC | 150,664 | $3.63M | 1.1% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 170,415 | $4.10M | 0.0% | +951.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 289,781 | $6.98M | 0.0% | N/A | 0.000% | |
7/25/2023 | Ameritas Advisory Services LLC | 51,717 | $1.21M | 0.2% | N/A | 0.000% | |
7/11/2023 | Flagship Harbor Advisors LLC | 25,946 | $625K | 0.1% | N/A | 0.000% | |
2/7/2023 | Capital Advisors Ltd. LLC | 4,868 | $102K | 0.0% | +135.2% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 53,456 | $951K | 0.0% | +3.3% | 0.000% | |
11/9/2022 | Capital Advisors Ltd. LLC | 2,070 | $37K | 0.0% | N/A | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 51,756 | $1.06M | 0.0% | +430.2% | 0.000% | |
8/2/2022 | ERn Financial LLC | 18,717 | $381K | 0.1% | -82.2% | 0.000% | |
7/22/2022 | Truist Financial Corp | 15,986 | $326K | 0.0% | N/A | 0.000% | |
5/13/2022 | ERn Financial LLC | 105,363 | $2.51M | 0.6% | +27.6% | 0.000% | |
11/16/2021 | ERn Financial LLC | 19,723 | $516K | 0.1% | N/A | 0.000% | |
8/17/2021 | Citadel Advisors LLC | 62,655 | $1.68M | 0.0% | -20.0% | 0.000% | |
5/18/2021 | Citadel Advisors LLC | 78,328 | $2.04M | 0.0% | N/A | 0.000% | |