7/8/2025 | Madison Park Capital Advisors LLC | 31,225 | $791K | 0.7% | N/A | 0.463% | |
5/16/2025 | Coppell Advisory Solutions LLC | 136,039 | $3.44M | 0.3% | N/A | 2.451% | |
5/16/2025 | NewEdge Advisors LLC | 28,712 | $727K | 0.0% | +42.5% | 0.517% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 52,096 | $1.32M | 0.3% | +32.7% | 0.939% | |
5/14/2025 | Flow Traders U.S. LLC | 20,406 | $517K | 0.0% | -32.5% | 0.368% | |
5/13/2025 | Raymond James Financial Inc. | 258,008 | $6.53M | 0.0% | N/A | 4.649% | |
5/7/2025 | LPL Financial LLC | 87,003 | $2.20M | 0.0% | +56.2% | 1.740% | |
5/5/2025 | Private Advisor Group LLC | 11,555 | $293K | 0.0% | N/A | 0.231% | |
4/30/2025 | Stratos Wealth Partners LTD. | 25,120 | $636K | 0.0% | +51.5% | 0.502% | |
4/29/2025 | Concurrent Investment Advisors LLC | 66,514 | $1.68M | 0.0% | +121.9% | 1.330% | |
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4/17/2025 | Janney Montgomery Scott LLC | 140,693 | $3.56M | 0.0% | -8.2% | 2.759% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 59,700 | $1.51M | 0.0% | +52.1% | 1.171% | |
4/16/2025 | Fort Washington Investment Advisors Inc. OH | 2,225,407 | $56.35M | 0.3% | +5.6% | 43.635% | |
4/14/2025 | FFG Retirement Advisors LLC | 207,100 | $5.24M | 3.6% | +69.2% | 4.061% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 39,260 | $993K | 0.0% | N/A | 0.853% | |
2/14/2025 | Jane Street Group LLC | 11,394 | $288K | 0.0% | N/A | 0.368% | |
2/14/2025 | Mission Creek Capital Partners Inc. | 39,263 | $994K | 0.2% | N/A | 1.267% | |
2/14/2025 | Integrated Wealth Concepts LLC | 8,887 | $225K | 0.0% | -88.9% | 0.287% | |
2/13/2025 | NewEdge Advisors LLC | 20,153 | $510K | 0.0% | N/A | 0.650% | |
2/11/2025 | LPL Financial LLC | 55,693 | $1.41M | 0.0% | +41.6% | 1.797% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,179 | $30K | 0.0% | +99.8% | 0.038% | |
2/3/2025 | Concurrent Investment Advisors LLC | 29,970 | $758K | 0.0% | N/A | 0.967% | |
1/28/2025 | Kingsview Wealth Management LLC | 9,180 | $232K | 0.0% | N/A | 0.296% | |
1/27/2025 | Stratos Wealth Partners LTD. | 16,580 | $420K | 0.0% | N/A | 0.535% | |
1/22/2025 | FFG Retirement Advisors LLC | 122,401 | $3.10M | 2.0% | N/A | 3.948% | |
1/17/2025 | Janney Montgomery Scott LLC | 153,202 | $3.88M | 0.0% | +40.5% | 4.942% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 2,107,157 | $53.32M | 0.3% | +2.4% | 67.973% | |
11/15/2024 | Integrated Wealth Concepts LLC | 79,834 | $2.03M | 0.0% | N/A | 2.575% | |
10/29/2024 | Janney Montgomery Scott LLC | 109,065 | $2.77M | 0.0% | +171.5% | 3.518% | |
10/10/2024 | Retirement Planning Group LLC | 157,719 | $4.01M | 0.2% | -4.9% | 5.088% | |
5/1/2024 | Janney Montgomery Scott LLC | 47,400 | $1.20M | 0.0% | +13.4% | 1.529% | |
4/11/2024 | Fortitude Family Office LLC | 1,890 | $48K | 0.0% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,815 | $1.05M | 0.0% | +177.8% | 0.000% | |
1/17/2024 | Fort Washington Investment Advisors Inc. OH | 2,095,377 | $52.59M | 0.4% | +3.7% | 0.000% | |
1/16/2024 | Retirement Planning Group LLC | 165,734 | $4.16M | 0.4% | N/A | 0.000% | |
7/28/2023 | Fort Washington Investment Advisors Inc. OH | 2,020,407 | $50.41M | 0.4% | +0.3% | 0.000% | |
1/30/2023 | Fort Washington Investment Advisors Inc. OH | 2,014,000 | $50.10M | 0.4% | +5.2% | 0.000% | |