4/9/2024 | Halpern Financial Inc. | 208,853 | $9.71M | 2.8% | +6.1% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 3,450 | $160K | 0.0% | -22.5% | 0.000% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 373,292 | $17.36M | 1.3% | -9.0% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 6,165 | $287K | 0.1% | -10.8% | 0.000% | |
2/5/2024 | Sage Rhino Capital LLC | 57,134 | $2.66M | 0.7% | -3.6% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 26,145 | $1.22M | 0.0% | +3.9% | 0.000% | |
|
2/1/2024 | Gradient Capital Advisors LLC | 5,100 | $237K | 0.1% | -19.6% | 0.000% | |
1/31/2024 | Hunter Associates Investment Management LLC | 98,533 | $4.58M | 0.8% | -16.6% | 0.000% | |
1/19/2024 | Realta Investment Advisors | 5,485 | $255K | 0.1% | +11.8% | 0.000% | |
1/19/2024 | Halpern Financial Inc. | 196,883 | $9.15M | 2.8% | +0.3% | 0.000% | |
1/17/2024 | Bill Few Associates Inc. | 26,720 | $1.24M | 0.6% | -11.4% | 0.000% | |
11/15/2023 | JPMorgan Chase & Co. | 6,481,136 | $292.95M | 0.0% | -3.0% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 25,163 | $1.14M | 0.0% | +16.7% | 0.000% | |
11/6/2023 | Kavar Capital Partners Group LLC | 100,783 | $4.56M | 1.0% | -7.8% | 0.000% | |
10/26/2023 | Sage Rhino Capital LLC | 59,288 | $2.68M | 0.7% | -7.2% | 0.000% | |
10/25/2023 | Stone Point Wealth LLC | 12,677 | $573K | 0.2% | +11.4% | 0.000% | |
10/20/2023 | Bill Few Associates Inc. | 30,161 | $1.36M | 0.7% | +12.1% | 0.000% | |
10/10/2023 | Halpern Financial Inc. | 196,299 | $8.87M | 3.1% | +7.3% | 0.000% | |
9/21/2023 | Halpern Financial Inc. | 182,908 | $8.45M | 2.9% | +2.1% | 0.000% | |
8/11/2023 | JPMorgan Chase & Co. | 6,682,857 | $308.61M | 0.0% | -39.2% | 0.000% | |
8/10/2023 | Oxford Financial Group Ltd. | 420,391 | $19.41M | 1.8% | -12.3% | 0.000% | |
8/9/2023 | Flow Traders U.S. LLC | 14,649 | $676K | 0.0% | N/A | 0.000% | |
8/9/2023 | Coastal Investment Advisors Inc. | 4,904 | $226K | 0.0% | N/A | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 21,562 | $996K | 0.0% | +21.9% | 0.000% | |
8/3/2023 | Hunter Associates Investment Management LLC | 118,209 | $5.46M | 1.1% | -5.4% | 0.000% | |
7/31/2023 | LPL Financial LLC | 31,195 | $1.44M | 0.0% | -30.1% | 0.000% | |
7/31/2023 | Sage Rhino Capital LLC | 63,902 | $2.95M | 0.8% | -1.4% | 0.000% | |
7/26/2023 | Stone Point Wealth LLC | 11,382 | $526K | 0.2% | +12.1% | 0.000% | |
7/19/2023 | Gradient Capital Advisors LLC | 6,322 | $292K | 0.1% | +37.3% | 0.000% | |
7/18/2023 | Bill Few Associates Inc. | 26,895 | $1.24M | 0.6% | +33.1% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,250 | $1.35M | 0.0% | +2.4% | 0.000% | |
5/12/2023 | Oxford Financial Group Ltd. | 479,205 | $22.76M | 2.6% | -3.0% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 28,569 | $1.36M | 0.0% | -5.4% | 0.000% | |
5/10/2023 | Citizens Financial Group Inc RI | 12,862 | $611K | 0.0% | +24.0% | 0.000% | |
5/10/2023 | Resources Investment Advisors LLC. | 9,099 | $432K | 0.0% | N/A | 0.000% | |
5/2/2023 | Hunter Associates Investment Management LLC | 124,959 | $5.94M | 1.3% | -21.8% | 0.000% | |
4/21/2023 | Sage Rhino Capital LLC | 64,796 | $3.08M | 0.9% | +11.6% | 0.000% | |
4/20/2023 | Stone Point Wealth LLC | 10,150 | $482K | 0.2% | +18.4% | 0.000% | |
4/18/2023 | Gradient Capital Advisors LLC | 4,606 | $219K | 0.1% | N/A | 0.000% | |
4/17/2023 | Bill Few Associates Inc. | 20,201 | $959K | 0.5% | +18.6% | 0.000% | |
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3/6/2023 | OLD Mission Capital LLC | 7,059 | $324K | 0.0% | N/A | 0.000% | |
2/14/2023 | Oxford Financial Group Ltd. | 494,173 | $22.66M | 2.6% | -7.0% | 0.000% | |
2/13/2023 | JPMorgan Chase & Co. | 13,242,103 | $607.15M | 0.1% | -4.8% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 30,210 | $1.39M | 0.0% | -36.6% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,527 | $299K | 0.0% | -23.2% | 0.000% | |
2/7/2023 | LPL Financial LLC | 42,895 | $1.97M | 0.0% | -10.6% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 6,369 | $292K | 0.0% | +8.8% | 0.000% | |
2/1/2023 | Hunter Associates Investment Management LLC | 159,864 | $7.33M | 1.8% | -1.5% | 0.000% | |
2/1/2023 | Sage Rhino Capital LLC | 58,057 | $2.66M | 0.8% | N/A | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 14,193 | $651K | 0.0% | N/A | 0.000% | |
1/20/2023 | Stone Point Wealth LLC | 8,573 | $393K | 0.2% | +24.2% | 0.000% | |
11/15/2022 | Flow Traders U.S. LLC | 243,468 | $11.06M | 0.6% | N/A | 0.000% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 6,750 | $307K | 0.0% | -12.9% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 5,395 | $245K | 0.0% | N/A | 0.000% | |
11/3/2022 | Stone Point Wealth LLC | 6,901 | $313K | 0.2% | +49.0% | 0.000% | |
11/2/2022 | Hunter Associates Investment Management LLC | 162,350 | $7.37M | 1.9% | -7.1% | 0.000% | |
11/2/2022 | Oxford Financial Group Ltd. | 531,224 | $24.12M | 3.6% | -1.3% | 0.000% | |
10/27/2022 | Coastal Investment Advisors Inc. | 3,617 | $164K | 0.0% | N/A | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 5,592 | $254K | 0.0% | N/A | 0.000% | |
10/21/2022 | Ronald Blue Trust Inc. | 2,985 | $144K | 0.0% | N/A | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 47,686 | $2.17M | 0.0% | -7.5% | 0.000% | |
10/13/2022 | Bill Few Associates Inc. | 16,982 | $771K | 0.5% | +2.7% | 0.000% | |
8/13/2022 | Kavar Capital Partners Group LLC | 151,489 | $7.32M | 1.7% | N/A | 0.000% | |
8/11/2022 | JPMorgan Chase & Co. | 14,376,628 | $694.25M | 0.1% | N/A | 0.000% | |
8/10/2022 | Hunter Associates Investment Management LLC | 174,740 | $8.44M | 2.1% | N/A | 0.000% | |
8/5/2022 | Citizens Financial Group Inc RI | 10,332 | $499K | 0.0% | N/A | 0.000% | |
8/2/2022 | Centaurus Financial Inc. | 4,606 | $222K | 0.0% | N/A | 0.000% | |
7/26/2022 | Bill Few Associates Inc. | 16,531 | $798K | 0.5% | N/A | 0.000% | |
7/22/2022 | Truist Financial Corp | 9,682 | $468K | 0.0% | N/A | 0.000% | |
7/19/2022 | Stone Point Wealth LLC | 4,630 | $223K | 0.1% | N/A | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 8,296 | $400K | 0.0% | N/A | 0.000% | |