7/29/2025 | Arcus Capital Partners LLC | 7,324 | $217K | 0.1% | -73.4% | 0.586% | |
7/17/2025 | KWB Wealth | 22,214 | $695K | 0.1% | +7.1% | 1.777% | |
5/28/2025 | Anderson Financial Strategies LLC | 215,554 | $6.74M | 4.1% | -3.0% | 14.866% | |
5/19/2025 | Jane Street Group LLC | 42,596 | $1.33M | 0.0% | N/A | 2.840% | |
5/15/2025 | Royal Bank of Canada | 12,440 | $389K | 0.0% | +41.0% | 0.829% | |
5/9/2025 | Blair William & Co. IL | 2,000 | $63K | 0.0% | N/A | 0.133% | |
5/6/2025 | Cetera Investment Advisers | 17,638 | $552K | 0.0% | -7.9% | 1.176% | |
5/6/2025 | AE Wealth Management LLC | 13,831 | $433K | 0.0% | +3.6% | 0.922% | |
4/30/2025 | Arcus Capital Partners LLC | 27,538 | $861K | 0.3% | +22.6% | 1.836% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,257 | $1.13M | 0.0% | -1.0% | 2.417% | |
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4/18/2025 | Cornerstone Wealth Management LLC | 38,316 | $1.20M | 0.1% | +1.0% | 2.554% | |
4/10/2025 | KWB Wealth | 20,735 | $659K | 0.1% | +17.4% | 1.296% | |
2/17/2025 | Cetera Investment Advisers | 19,142 | $609K | 0.0% | -22.7% | 1.196% | |
2/17/2025 | Bank of America Corp DE | 307,762 | $9.79M | 0.0% | -1.0% | 19.235% | |
2/17/2025 | Anderson Financial Strategies LLC | 222,267 | $7.07M | 4.3% | N/A | 13.892% | |
2/14/2025 | Tower Research Capital LLC TRC | 16,555 | $526K | 0.0% | -6.4% | 1.035% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 10,774 | $343K | 0.4% | N/A | 0.673% | |
2/13/2025 | Raymond James Financial Inc. | 10,582 | $337K | 0.0% | N/A | 0.661% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,137 | $259K | 0.0% | +5.0% | 0.509% | |
2/11/2025 | LPL Financial LLC | 31,294 | $995K | 0.0% | +5.4% | 1.956% | |
2/6/2025 | Raymond James Financial Inc. | 10,582 | $337K | 0.0% | N/A | 0.661% | |
1/30/2025 | Arcus Capital Partners LLC | 22,461 | $687K | 0.3% | -3.3% | 1.404% | |
1/28/2025 | Mezzasalma Advisors LLC | 7,200 | $229K | 0.1% | N/A | 0.450% | |
1/27/2025 | Silver Oak Securities Incorporated | 17,890 | $564K | 0.1% | -11.6% | 1.118% | |
1/21/2025 | Cornerstone Wealth Management LLC | 37,924 | $1.21M | 0.1% | +58.4% | 2.370% | |
1/14/2025 | KWB Wealth | 17,656 | $599K | 0.1% | +8.2% | 1.104% | |
12/30/2024 | SK Wealth Management LLC | 24,526 | $778K | 0.3% | N/A | 1.533% | |
11/5/2024 | Arcus Capital Partners LLC | 23,234 | $788K | 0.3% | -1.6% | 1.452% | |
10/29/2024 | Clear Creek Financial Management LLC | 8,776 | $298K | 0.0% | -3.5% | 0.549% | |
10/23/2024 | Silver Oak Securities Incorporated | 20,228 | $684K | 0.1% | +22.6% | 1.264% | |
10/16/2024 | Cornerstone Wealth Management LLC | 23,945 | $812K | 0.1% | +22.3% | 1.497% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,057 | $205K | 0.0% | N/A | 0.379% | |
8/13/2024 | AE Wealth Management LLC | 14,463 | $450K | 0.0% | -5.8% | 0.904% | |
7/31/2024 | Commonwealth Equity Services LLC | 10,975 | $341K | 0.0% | -6.1% | 0.686% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 41,244 | $1.28M | 0.0% | +6.3% | 2.578% | |
7/24/2024 | Arcus Capital Partners LLC | 23,612 | $734K | 0.3% | +5.1% | 1.476% | |
7/16/2024 | Cornerstone Wealth Management LLC | 19,576 | $609K | 0.0% | -2.3% | 1.224% | |
5/24/2024 | Cetera Advisors LLC | 10,512 | $322K | 0.0% | N/A | 0.657% | |
2/20/2024 | Able Wealth Management LLC | 2,610 | $81K | 0.1% | N/A | 0.149% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 6,250 | $193K | 0.0% | N/A | 0.357% | |
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2/5/2024 | Cary Street Partners Investment Advisory LLC | 6,250 | $193K | 0.1% | N/A | 0.357% | |
2/5/2024 | Van ECK Associates Corp | 110,995 | $3.43M | 0.0% | +10.4% | 6.343% | |
2/5/2024 | Silver Oak Securities Incorporated | 16,407 | $507K | 0.1% | +18.5% | 0.938% | |
1/24/2024 | Clear Creek Financial Management LLC | 9,113 | $281K | 0.0% | N/A | 0.521% | |
1/23/2024 | Arcus Capital Partners LLC | 22,448 | $693K | 0.2% | +59.1% | 1.283% | |
1/11/2024 | KWB Wealth | 16,298 | $503K | 0.1% | +21.9% | 0.931% | |
1/10/2024 | Cornerstone Wealth Management LLC | 20,158 | $622K | 0.1% | +15.6% | 1.152% | |
12/5/2023 | TAP Consulting LLC | 8,955 | $243K | 0.1% | -12.9% | 0.512% | |
11/20/2023 | Silver Oak Securities Incorporated | 13,842 | $376K | 0.1% | N/A | 0.791% | |
11/14/2023 | Tower Research Capital LLC TRC | 28,294 | $768K | 0.0% | -2.9% | 1.617% | |
11/9/2023 | USAdvisors Wealth Management LLC | 10,693 | $290K | 0.1% | +3.9% | 0.611% | |
11/8/2023 | Van ECK Associates Corp | 100,562 | $2.73M | 0.0% | -7.7% | 5.746% | |
11/7/2023 | Hedeker Wealth LLC | 206,602 | $5.61M | 1.9% | +99.0% | 11.806% | |
11/7/2023 | Cornerstone Wealth Management LLC | 17,432 | $473K | 0.0% | N/A | 0.996% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,214 | $766K | 0.0% | +84.1% | 1.612% | |
10/23/2023 | Moneywise Inc. | 14,490 | $393K | 0.2% | -8.3% | 0.828% | |
10/11/2023 | AE Wealth Management LLC | 19,033 | $517K | 0.0% | -21.3% | 1.088% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 4,540 | $123K | 0.1% | N/A | 0.259% | |
8/10/2023 | Cetera Advisor Networks LLC | 11,202 | $341K | 0.0% | -12.0% | 0.640% | |
8/3/2023 | Van ECK Associates Corp | 108,926 | $3.31M | 0.0% | +190.6% | 6.224% | |
8/1/2023 | USAdvisors Wealth Management LLC | 10,294 | $317K | 0.2% | N/A | 0.588% | |
7/31/2023 | LPL Financial LLC | 37,088 | $1.13M | 0.0% | +8.5% | 2.119% | |
7/24/2023 | KWB Wealth | 13,365 | $407K | 0.1% | +9.1% | 0.764% | |
7/24/2023 | Moneywise Inc. | 15,802 | $481K | 0.3% | -8.2% | 0.903% | |
7/21/2023 | Hedeker Wealth LLC | 103,825 | $3.16M | 1.1% | -13.2% | 5.933% | |
7/19/2023 | TAP Consulting LLC | 10,284 | $313K | 0.1% | -25.9% | 0.588% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,328 | $466K | 0.0% | N/A | 0.876% | |
7/13/2023 | Saxon Interests Inc. | 7,650 | $233K | 0.1% | -8.3% | 0.437% | |
7/10/2023 | AE Wealth Management LLC | 24,188 | $736K | 0.0% | -7.2% | 1.382% | |
6/5/2023 | Level Four Advisory Services LLC | 12,507 | $372K | 0.0% | N/A | 0.676% | |
5/9/2023 | Tower Research Capital LLC TRC | 30,938 | $920K | 0.0% | +13.5% | 1.672% | |
5/3/2023 | Van ECK Associates Corp | 37,489 | $1.11M | 0.0% | -13.0% | 2.026% | |
5/2/2023 | Lincoln National Corp | 9,225 | $274K | 0.0% | -4.1% | 0.499% | |
4/21/2023 | Moneywise Inc. | 17,210 | $512K | 0.3% | +15.3% | 0.930% | |
4/18/2023 | IFP Advisors Inc | 1,692 | $46K | 0.0% | -60.7% | 0.091% | |
4/18/2023 | Hedeker Wealth LLC | 119,581 | $3.55M | 1.3% | +6.5% | 6.464% | |
4/14/2023 | AE Wealth Management LLC | 26,078 | $775K | 0.0% | -7.4% | 1.410% | |
4/6/2023 | Saxon Interests Inc. | 8,339 | $248K | 0.1% | -92.1% | 0.417% | |
3/15/2023 | Milestone Investment Advisors LLC | 2,500 | $71K | 0.0% | N/A | 0.125% | |
2/10/2023 | KWB Wealth | 12,247 | $348K | 0.1% | N/A | 0.000% | |
2/8/2023 | Van ECK Associates Corp | 43,115 | $1.23M | 0.0% | -4.0% | 0.000% | |
2/8/2023 | Lincoln National Corp | 9,623 | $273K | 0.0% | -33.0% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 13,565 | $385K | 0.0% | +17.3% | 0.000% | |
2/7/2023 | LPL Financial LLC | 41,956 | $1.19M | 0.0% | -27.7% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 4,310 | $116K | 0.0% | -25.8% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 7,108 | $202K | 0.0% | -32.0% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 11,413 | $324K | 0.0% | -6.5% | 0.000% | |
1/31/2023 | AE Wealth Management LLC | 28,163 | $800K | 0.0% | -10.7% | 0.000% | |
1/30/2023 | Moneywise Inc. | 14,930 | $424K | 0.3% | +15.6% | 0.000% | |
1/27/2023 | Arcus Capital Partners LLC | 14,305 | $407K | 0.2% | -12.1% | 0.000% | |
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1/24/2023 | Saxon Interests Inc. | 105,470 | $3.01M | 1.7% | +17.6% | 0.000% | |
1/20/2023 | Hedeker Wealth LLC | 112,315 | $3.19M | 1.2% | -9.3% | 0.000% | |
1/10/2023 | Gradient Investments LLC | 1,943 | $55K | 0.0% | -99.5% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 33,209 | $987K | 0.0% | -23.3% | 0.000% | |
11/10/2022 | Hedeker Wealth LLC | 123,791 | $3.68M | 1.4% | +132.6% | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 22,271 | $662K | 0.0% | -35.0% | 0.000% | |
11/4/2022 | GW Henssler & Associates Ltd. | 416,860 | $12.39M | 0.9% | +8.0% | 0.000% | |
11/3/2022 | Moneywise Inc. | 12,917 | $384K | 0.3% | N/A | 0.000% | |
11/1/2022 | Kestra Advisory Services LLC | 12,212 | $363K | 0.0% | +20.6% | 0.000% | |
10/27/2022 | Van ECK Associates Corp | 44,914 | $1.33M | 0.0% | -8.0% | 0.000% | |