5/16/2025 | NewEdge Advisors LLC | 44,077 | $2.90M | 0.0% | -6.7% | 0.377% | |
5/16/2025 | Integrated Wealth Concepts LLC | 116,531 | $7.66M | 0.1% | -5.0% | 0.996% | |
5/7/2025 | Vantage Financial Partners LLC | 9,017 | $593K | 0.1% | -20.7% | 0.077% | |
4/29/2025 | Strategic Blueprint LLC | 54,066 | $3.55M | 0.2% | N/A | 0.462% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 211,027 | $13.87M | 0.0% | -3.4% | 1.804% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 12,035 | $791K | 0.1% | +5.3% | 0.103% | |
4/9/2025 | NBC Securities Inc. | 400 | $26K | 0.0% | N/A | 0.003% | |
2/24/2025 | Ameriflex Group Inc. | 6,202 | $399K | 0.2% | N/A | 0.051% | |
2/17/2025 | Ameriprise Financial Inc. | 160,867 | $10.07M | 0.0% | -0.6% | 1.329% | |
2/14/2025 | Integrated Wealth Concepts LLC | 122,692 | $7.68M | 0.1% | +2.1% | 1.014% | |
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2/13/2025 | NewEdge Advisors LLC | 47,235 | $2.96M | 0.0% | -4.6% | 0.390% | |
2/13/2025 | Keystone Financial Group | 36,526 | $2.29M | 0.2% | N/A | 0.302% | |
2/12/2025 | OLD Mission Capital LLC | 4,593 | $287K | 0.0% | -79.7% | 0.038% | |
2/12/2025 | JPMorgan Chase & Co. | 1,465 | $92K | 0.0% | N/A | 0.012% | |
2/10/2025 | EverSource Wealth Advisors LLC | 4,748 | $297K | 0.0% | -43.2% | 0.039% | |
2/6/2025 | Vantage Financial Partners LLC | 11,367 | $711K | 0.2% | -7.5% | 0.094% | |
2/5/2025 | Noble Wealth Management PBC | 1,017 | $64K | 0.0% | N/A | 0.008% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 7,199 | $451K | 0.4% | N/A | 0.059% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 11,429 | $715K | 0.1% | -2.3% | 0.094% | |
11/15/2024 | Integrated Wealth Concepts LLC | 120,173 | $7.81M | 0.1% | -6.6% | 0.943% | |
11/13/2024 | Private Trust Co. NA | 2,200 | $143K | 0.0% | -17.7% | 0.017% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 4,791 | $311K | 0.0% | -8.9% | 0.038% | |
10/29/2024 | Farther Finance Advisors LLC | 413 | $27K | 0.0% | +61.3% | 0.003% | |
8/16/2024 | Sunbelt Securities Inc. | 839 | $49K | 0.0% | -68.0% | 0.006% | |
8/16/2024 | NewEdge Advisors LLC | 51,792 | $3.03M | 0.0% | -6.8% | 0.382% | |
8/14/2024 | EverSource Wealth Advisors LLC | 761 | $47K | 0.0% | -88.9% | 0.006% | |
8/7/2024 | Vantage Financial Partners LLC | 16,839 | $986K | 0.3% | -6.5% | 0.124% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 179,885 | $10.53M | 0.0% | +1.8% | 1.313% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 11,725 | $687K | 0.1% | -14.7% | 0.086% | |
6/11/2024 | EverSource Wealth Advisors LLC | 6,846 | $396K | 0.0% | -36.5% | 0.046% | |
5/17/2024 | Comerica Bank | 4,646 | $277K | 0.0% | -33.4% | 0.031% | |
5/2/2024 | Vantage Financial Partners LLC | 18,013 | $1.07M | 0.3% | -10.5% | 0.122% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 176,747 | $10.52M | 0.0% | +2.9% | 1.182% | |
4/15/2024 | Sunbelt Securities Inc. | 2,624 | $156K | 0.0% | -64.3% | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 171,798 | $9.72M | 0.0% | -4.2% | 1.008% | |
2/9/2024 | EverSource Wealth Advisors LLC | 10,785 | $610K | 0.1% | -44.6% | 0.063% | |
2/9/2024 | Keystone Financial Group | 50,433 | $2.85M | 0.5% | -57.9% | 0.296% | |
2/5/2024 | Vantage Financial Partners LLC | 20,122 | $1.14M | 0.3% | -72.7% | 0.118% | |
1/30/2024 | Avior Wealth Management LLC | 3,425 | $194K | 0.0% | -30.6% | 0.020% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 7,906 | $447K | 0.0% | -75.8% | 0.045% | |
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1/24/2024 | Private Trust Co. NA | 5,192 | $294K | 0.0% | -15.9% | 0.030% | |
12/11/2023 | Sunbelt Securities Inc. | 10,689 | $597K | 0.1% | -9.8% | 0.052% | |
12/8/2023 | Palladiem LLC | 75,379 | $4.21M | 4.5% | -1.3% | 0.370% | |
11/15/2023 | Integrated Wealth Concepts LLC | 158,507 | $8.85M | 0.2% | -0.8% | 0.777% | |
11/15/2023 | KPP Advisory Services LLC | 28,793 | $1.61M | 0.5% | N/A | 0.141% | |
11/15/2023 | Ameriprise Financial Inc. | 976,197 | $54.56M | 0.0% | -14.1% | 4.785% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 32,701 | $1.83M | 0.0% | +5.1% | 0.160% | |
11/6/2023 | Keystone Financial Group | 119,803 | $6.69M | 1.1% | -44.3% | 0.587% | |
11/4/2023 | NBC Securities Inc. | 475 | $26K | 0.0% | N/A | 0.002% | |
11/4/2023 | EverSource Wealth Advisors LLC | 19,465 | $1.09M | 0.1% | -34.8% | 0.095% | |
11/2/2023 | Vantage Financial Partners LLC | 73,825 | $4.12M | 1.6% | -53.1% | 0.362% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 179,330 | $10.02M | 0.0% | -10.7% | 0.866% | |
10/18/2023 | Private Trust Co. NA | 6,170 | $345K | 0.0% | +8.3% | 0.029% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 600 | $34K | 0.0% | -37.5% | 0.003% | |
10/17/2023 | Avior Wealth Management LLC | 4,935 | $276K | 0.0% | -56.8% | 0.024% | |
10/12/2023 | Horizons Wealth Management | 5,592 | $312K | 0.2% | -3.3% | 0.027% | |
8/8/2023 | Vantage Financial Partners LLC | 157,562 | $9.08M | 3.4% | +3.3% | 0.597% | |
8/7/2023 | Keystone Financial Group | 214,990 | $12.38M | 2.1% | N/A | 0.814% | |
8/4/2023 | EverSource Wealth Advisors LLC | 29,859 | $1.72M | 0.2% | -33.5% | 0.113% | |
7/28/2023 | Private Trust Co. NA | 5,697 | $328K | 0.0% | -17.9% | 0.021% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,415 | $658K | 0.0% | -6.9% | 0.042% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 200,740 | $11.56M | 0.1% | -38.6% | 0.730% | |
7/3/2023 | Horizons Wealth Management | 5,782 | $333K | 0.2% | -4.4% | 0.021% | |
5/18/2023 | Titleist Asset Management LLC | 63,850 | $3.87M | 0.8% | N/A | 0.207% | |
5/15/2023 | Flow Traders U.S. LLC | 29,305 | $1.78M | 0.1% | N/A | 0.095% | |
5/12/2023 | NewEdge Advisors LLC | 68,668 | $4.16M | 0.1% | -0.5% | 0.222% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 327,034 | $19.83M | 0.1% | -27.3% | 1.058% | |
5/11/2023 | EverSource Wealth Advisors LLC | 44,881 | $2.72M | 0.3% | +10.2% | 0.145% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 12,265 | $744K | 0.1% | -2.4% | 0.040% | |
5/8/2023 | Vantage Financial Partners LLC | 152,521 | $9.25M | 3.7% | +6.1% | 0.494% | |
5/5/2023 | Silver Oak Securities Incorporated | 669,910 | $40.61M | 6.7% | +3.4% | 2.168% | |
5/3/2023 | Integrated Wealth Concepts LLC | 156,717 | $9.50M | 0.2% | -1.7% | 0.506% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 13,986 | $848K | 0.2% | -1.7% | 0.044% | |
4/6/2023 | Horizons Wealth Management | 6,051 | $367K | 0.3% | +6.4% | 0.019% | |
2/22/2023 | Kovack Advisors Inc. | 17,078 | $1.06M | 0.2% | -55.6% | 0.053% | |
2/13/2023 | Integrated Wealth Concepts LLC | 159,499 | $9.90M | 0.3% | +2.7% | 0.494% | |
2/9/2023 | EverSource Wealth Advisors LLC | 40,721 | $2.53M | 0.4% | +3.1% | 0.126% | |
2/8/2023 | Vantage Financial Partners LLC | 143,686 | $8.92M | 5.3% | +18.5% | 0.445% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 40,085 | $2.49M | 0.1% | N/A | 0.124% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 449,976 | $27.93M | 0.1% | -1.1% | 1.393% | |
2/7/2023 | Toronto Dominion Bank | 1,320 | $82K | 0.0% | N/A | 0.004% | |
2/7/2023 | Keystone Financial Group | 239,189 | $14.85M | 2.9% | +3.9% | 0.741% | |
2/2/2023 | Silver Oak Securities Incorporated | 647,656 | $40.20M | 7.5% | +11.2% | 1.990% | |
1/31/2023 | Clearview Wealth Advisors LLC | 1,502 | $93K | 0.1% | -14.3% | 0.005% | |
1/27/2023 | GPS Wealth Strategies Group LLC | 14,223 | $883K | 0.3% | -5.6% | 0.044% | |
1/12/2023 | Titleist Asset Management LTD. | 56,075 | $3.48M | 0.8% | +13.9% | 0.172% | |
11/15/2022 | Titleist Asset Management LTD. | 49,214 | $2.92M | 0.7% | N/A | 0.150% | |
11/14/2022 | Kovack Advisors Inc. | 38,482 | $2.28M | 0.3% | +4.7% | 0.118% | |
11/7/2022 | EverSource Wealth Advisors LLC | 39,501 | $2.35M | 0.5% | +5.4% | 0.121% | |
10/31/2022 | Calton & Associates Inc. | 65,739 | $3.90M | 2.2% | +59.7% | 0.202% | |
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10/31/2022 | Vantage Financial Partners LLC | 121,239 | $7.20M | 4.8% | N/A | 0.372% | |
10/20/2022 | Silver Oak Securities Incorporated | 582,491 | $34.58M | 7.7% | +2.2% | 1.812% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 454,956 | $27.01M | 0.2% | +196.8% | 1.428% | |
10/12/2022 | Accel Wealth Management | 2,592 | $160K | 0.1% | +30.3% | 0.008% | |
9/16/2022 | Private Trust Co. NA | 6,939 | $459K | 0.1% | N/A | 0.023% | |
8/19/2022 | Horizons Wealth Management | 5,685 | $397K | 0.3% | N/A | 0.019% | |
8/13/2022 | NewEdge Advisors LLC | 69,765 | $4.61M | 0.1% | -2.1% | 0.231% | |
8/11/2022 | CoreCap Advisors LLC | 19,417 | $1.28M | 0.1% | N/A | 0.064% | |
8/8/2022 | James Reed Financial Services Inc. | 300,631 | $19.87M | 27.5% | N/A | 0.994% | |
8/8/2022 | Baird Financial Group Inc. | 27,376 | $1.81M | 0.0% | N/A | 0.090% | |