7/18/2025 | Consolidated Portfolio Review Corp | 11,759 | $348K | 0.0% | +19.2% | 0.056% | |
7/18/2025 | Truist Financial Corp | 406,300 | $12.01M | 0.0% | -7.1% | 1.939% | |
7/16/2025 | ORG Partners LLC | 5,000 | $148K | 0.0% | -60.0% | 0.024% | |
7/16/2025 | Novem Group | 16,475 | $487K | 0.1% | +9.0% | 0.079% | |
7/15/2025 | Legacy Solutions LLC | 8,744 | $259K | 0.2% | +8.3% | 0.042% | |
7/14/2025 | Abound Wealth Management | 2,300 | $68K | 0.0% | N/A | 0.011% | |
7/14/2025 | Park Avenue Securities LLC | 14,681 | $434K | 0.0% | -4.2% | 0.070% | |
7/11/2025 | Farther Finance Advisors LLC | 19,965 | $590K | 0.0% | N/A | 0.101% | |
7/11/2025 | Silver Oak Securities Incorporated | 24,914 | $737K | 0.1% | -6.6% | 0.126% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 104,188 | $3.09M | 0.0% | -1.1% | 0.525% | |
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7/2/2025 | HBW Advisory Services LLC | 8,190 | $242K | 0.0% | -10.5% | 0.041% | |
5/19/2025 | Jane Street Group LLC | 42,470 | $1.12M | 0.0% | +260.1% | 0.239% | |
5/16/2025 | Faithward Advisors LLC | 39,952 | $1.06M | 0.2% | -2.5% | 0.224% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 3,444 | $91K | 0.1% | N/A | 0.019% | |
5/15/2025 | OLD Mission Capital LLC | 75,604 | $2M | 0.0% | +27.6% | 0.425% | |
5/14/2025 | CreativeOne Wealth LLC | 12,003 | $317K | 0.0% | +6.2% | 0.067% | |
5/14/2025 | FWG Investments LLC. | 75,800 | $2.01M | 2.4% | -4.8% | 0.426% | |
5/14/2025 | Kestra Advisory Services LLC | 255,037 | $6.75M | 0.0% | -2.5% | 1.433% | |
5/14/2025 | Capital Analysts LLC | 5,350 | $142K | 0.0% | +20.9% | 0.030% | |
5/13/2025 | Aptus Capital Advisors LLC | 181,759 | $4.81M | 0.0% | -1.1% | 1.021% | |
5/13/2025 | Raymond James Financial Inc. | 189,370 | $5.01M | 0.0% | -43.3% | 1.064% | |
5/12/2025 | Integrity Financial Corp WA | 6,527 | $173K | 0.1% | -10.7% | 0.037% | |
5/9/2025 | Chicago Partners Investment Group LLC | 11,374 | $307K | 0.0% | -41.2% | 0.064% | |
5/9/2025 | Atria Wealth Solutions Inc. | 23,826 | $630K | 0.0% | -24.2% | 0.134% | |
5/9/2025 | Commonwealth Equity Services LLC | 614,753 | $16.26M | 0.0% | +100.5% | 3.454% | |
5/8/2025 | Harbour Investments Inc. | 95,807 | $2.53M | 0.1% | -8.6% | 0.538% | |
5/7/2025 | Foundations Investment Advisors LLC | 62,877 | $1.66M | 0.0% | -3.1% | 0.353% | |
5/7/2025 | LPL Financial LLC | 230,340 | $6.09M | 0.0% | -4.0% | 1.273% | |
5/6/2025 | Cetera Investment Advisers | 328,669 | $8.69M | 0.0% | +9.0% | 1.816% | |
5/6/2025 | Avantax Advisory Services Inc. | 18,357 | $486K | 0.0% | -29.4% | 0.101% | |
5/6/2025 | AE Wealth Management LLC | 21,911 | $580K | 0.0% | -7.0% | 0.121% | |
5/6/2025 | Ignite Planners LLC | 38,864 | $1.05M | 0.2% | -2.0% | 0.215% | |
5/5/2025 | IFP Advisors Inc | 150,788 | $3.99M | 0.1% | +4.5% | 0.833% | |
5/5/2025 | Diversify Advisory Services LLC | 30,737 | $822K | 0.1% | -6.4% | 0.170% | |
5/1/2025 | Stephens Inc. AR | 10,657 | $282K | 0.0% | +10.2% | 0.059% | |
4/29/2025 | Envestnet Asset Management Inc. | 236,754 | $6.26M | 0.0% | -5.5% | 1.308% | |
4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 77,268 | $2.04M | 0.4% | -4.2% | 0.427% | |
4/29/2025 | SMART Wealth LLC | 168,510 | $4.46M | 1.6% | -6.7% | 0.931% | |
4/29/2025 | Silver Oak Securities Incorporated | 26,661 | $706K | 0.1% | -11.9% | 0.147% | |
4/28/2025 | Novem Group | 15,120 | $400K | 0.1% | -10.6% | 0.084% | |
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4/28/2025 | Clear Creek Financial Management LLC | 58,548 | $1.55M | 0.2% | +1.1% | 0.323% | |
4/25/2025 | Ameritas Advisory Services LLC | 31,333 | $852K | 0.0% | +2.9% | 0.173% | |
4/23/2025 | Ferguson Shapiro LLC | 420,919 | $11.13M | 4.1% | N/A | 2.326% | |
4/23/2025 | Spire Wealth Management | 11,127 | $294K | 0.0% | -24.9% | 0.061% | |
4/22/2025 | Avantra Family Wealth Inc. | 28,516 | $754K | 0.7% | +2.1% | 0.158% | |
4/17/2025 | Janney Montgomery Scott LLC | 39,365 | $1.04M | 0.0% | -10.5% | 0.217% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 105,336 | $2.79M | 0.0% | -0.8% | 0.582% | |
4/15/2025 | Noble Wealth Management PBC | 48,170 | $1.27M | 0.9% | -1.9% | 0.266% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 11,304 | $299K | 0.0% | -5.1% | 0.063% | |
4/15/2025 | Integrated Advisors Network LLC | 12,970 | $343K | 0.0% | -3.7% | 0.073% | |
4/14/2025 | Outlook Wealth Advisors LLC | 16,679 | $441K | 0.1% | -47.5% | 0.093% | |
4/9/2025 | Merit Financial Group LLC | 13,548 | $358K | 0.0% | +30.8% | 0.076% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 106,165 | $2.98M | 0.0% | +44.1% | 0.596% | |
3/12/2025 | Centaurus Financial Inc. | 11,914 | $334K | 0.0% | +12.2% | 0.067% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,108 | $31K | 0.0% | N/A | 0.006% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 25,059 | $702K | 0.1% | +16.8% | 0.143% | |
2/25/2025 | Armis Advisers LLC | 11,828 | $332K | 0.0% | N/A | 0.067% | |
2/25/2025 | Integrated Advisors Network LLC | 13,470 | $378K | 0.0% | -2.9% | 0.077% | |
2/18/2025 | Novem Group | 16,920 | $474K | 0.1% | N/A | 0.134% | |
2/17/2025 | Wolverine Trading LLC | 7,998 | $225K | 0.0% | N/A | 0.063% | |
2/17/2025 | Cetera Investment Advisers | 301,529 | $8.45M | 0.0% | -14.0% | 2.384% | |
2/17/2025 | Citadel Advisors LLC | 46,800 | $1.31M | 0.0% | N/A | 0.370% | |
2/17/2025 | Ameriprise Financial Inc. | 195,847 | $5.49M | 0.0% | N/A | 1.548% | |
2/17/2025 | Aptus Capital Advisors LLC | 183,805 | $5.15M | 0.1% | -4.1% | 1.453% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 80,665 | $2.26M | 0.4% | N/A | 0.638% | |
2/14/2025 | Jane Street Group LLC | 11,793 | $331K | 0.0% | -70.9% | 0.093% | |
2/14/2025 | Topsail Wealth Management LLC | 2,750 | $77K | 0.0% | N/A | 0.022% | |
2/14/2025 | MML Investors Services LLC | 203,261 | $5.70M | 0.0% | -8.2% | 1.607% | |
2/13/2025 | NewEdge Advisors LLC | 28,453 | $798K | 0.0% | -3.9% | 0.225% | |
2/13/2025 | CreativeOne Wealth LLC | 11,306 | $317K | 0.0% | +48.6% | 0.089% | |
2/13/2025 | Rockefeller Capital Management L.P. | 33,957 | $952K | 0.0% | +26.4% | 0.268% | |
2/13/2025 | Faithward Advisors LLC | 40,982 | $1.15M | 0.2% | +20.1% | 0.324% | |
2/13/2025 | Advisory Services Network LLC | 11,795 | $331K | 0.0% | N/A | 0.093% | |
2/13/2025 | Envestnet Asset Management Inc. | 250,592 | $7.02M | 0.0% | +1.9% | 1.981% | |
2/12/2025 | OLD Mission Capital LLC | 59,269 | $1.66M | 0.0% | N/A | 0.469% | |
2/12/2025 | Bullseye Investment Management LLC | 11,152 | $313K | 0.2% | -89.7% | 0.088% | |
2/11/2025 | Grantvest Financial Group LLC | 14,189 | $398K | 0.4% | N/A | 0.112% | |
2/11/2025 | Sequent Planning LLC | 142,179 | $3.99M | 1.5% | -26.5% | 1.124% | |
2/11/2025 | LPL Financial LLC | 239,868 | $6.72M | 0.0% | +18.8% | 1.896% | |
2/10/2025 | Harbour Investments Inc. | 104,802 | $2.94M | 0.1% | -0.6% | 0.828% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 74,558 | $2.09M | 0.7% | -1.4% | 0.589% | |
2/10/2025 | Commonwealth Equity Services LLC | 306,563 | $8.59M | 0.0% | -2.6% | 2.423% | |
2/10/2025 | Avantax Advisory Services Inc. | 25,984 | $728K | 0.0% | -28.8% | 0.205% | |
2/7/2025 | HighTower Advisors LLC | 43,434 | $1.22M | 0.0% | -4.5% | 0.343% | |
2/7/2025 | Prosperity Wealth Management Inc. | 8,287 | $232K | 0.1% | -13.8% | 0.066% | |
2/7/2025 | Prosperity Financial Group Inc. | 161,462 | $4.53M | 2.3% | -7.5% | 1.276% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 2,573 | $72K | 0.0% | N/A | 0.020% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 25,059 | $702K | 0.0% | +16.8% | 0.198% | |
2/6/2025 | Raymond James Financial Inc. | 333,734 | $9.36M | 0.0% | N/A | 2.638% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 372,896 | $10.45M | 0.1% | -4.3% | 2.948% | |
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2/5/2025 | Noble Wealth Management PBC | 49,120 | $1.38M | 1.0% | N/A | 0.388% | |
2/4/2025 | IFP Advisors Inc | 144,257 | $4.04M | 0.1% | +1.3% | 1.140% | |
2/3/2025 | Legacy Solutions LLC | 8,071 | $226K | 0.2% | N/A | 0.064% | |
1/31/2025 | Atria Wealth Solutions Inc. | 31,419 | $881K | 0.0% | +3.8% | 0.248% | |
1/31/2025 | Truist Financial Corp | 460,759 | $12.92M | 0.0% | -14.5% | 3.642% | |
1/30/2025 | Strategic Financial Concepts LLC | 27,638 | $775K | 0.0% | N/A | 0.218% | |
1/30/2025 | Financial Guidance Group Inc. | 179,957 | $5.04M | 2.8% | -4.2% | 1.423% | |
1/28/2025 | SMART Wealth LLC | 180,672 | $5.06M | 1.8% | -29.3% | 1.428% | |
1/28/2025 | Strategic Financial Concepts LLC | 27,638 | $775K | 0.0% | N/A | 0.218% | |
1/27/2025 | Silver Oak Securities Incorporated | 30,268 | $853K | 0.1% | -4.3% | 0.239% | |