8/1/2025 | Brookwood Investment Group LLC | 68,728 | $2.41M | 0.4% | N/A | 3.353% | |
7/28/2025 | Mutual Advisors LLC | 6,563 | $228K | 0.0% | N/A | 0.320% | |
7/25/2025 | CWM LLC | 123,039 | $4.32M | 0.0% | -33.1% | 6.002% | |
7/25/2025 | Concurrent Investment Advisors LLC | 7,806 | $274K | 0.0% | -4.3% | 0.381% | |
7/23/2025 | GGM Financials LLC | 204,335 | $7.17M | 1.5% | N/A | 9.968% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 12,460 | $437K | 0.0% | N/A | 0.608% | |
7/11/2025 | Farther Finance Advisors LLC | 77,048 | $2.71M | 0.1% | +2.7% | 3.584% | |
5/15/2025 | Baird Financial Group Inc. | 74,256 | $2.64M | 0.0% | -0.7% | 4.125% | |
5/13/2025 | Raymond James Financial Inc. | 153,977 | $5.47M | 0.0% | +4.1% | 8.554% | |
5/8/2025 | Private Advisory Group LLC | 38,041 | $1.35M | 0.2% | +2.4% | 2.113% | |
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5/7/2025 | LPL Financial LLC | 55,463 | $1.97M | 0.0% | +38.9% | 3.081% | |
5/6/2025 | Cetera Investment Advisers | 11,423 | $406K | 0.0% | +6.5% | 0.635% | |
5/2/2025 | Sigma Planning Corp | 8,805 | $313K | 0.0% | +12.7% | 0.489% | |
5/1/2025 | CWM LLC | 184,005 | $6.54M | 0.0% | -5.7% | 10.223% | |
4/23/2025 | Virtus Wealth Solutions LLC | 204,474 | $7.27M | 2.2% | -1.0% | 11.360% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,847 | $208K | 0.0% | N/A | 0.325% | |
4/14/2025 | Farther Finance Advisors LLC | 75,000 | $2.68M | 0.1% | +7,217.1% | 4.412% | |
2/17/2025 | Cetera Investment Advisers | 10,726 | $363K | 0.0% | +22.4% | 0.650% | |
2/17/2025 | Citadel Advisors LLC | 41,988 | $1.42M | 0.0% | +30.3% | 2.545% | |
2/13/2025 | Virtus Wealth Solutions LLC | 206,526 | $7.00M | 1.6% | N/A | 12.517% | |
2/13/2025 | Raymond James Financial Inc. | 147,892 | $5.01M | 0.0% | N/A | 8.963% | |
2/11/2025 | LPL Financial LLC | 39,922 | $1.35M | 0.0% | +9.2% | 2.420% | |
2/10/2025 | Farther Finance Advisors LLC | 1,025 | $35K | 0.0% | N/A | 0.062% | |
2/6/2025 | Raymond James Financial Inc. | 147,892 | $5.01M | 0.0% | N/A | 8.963% | |
2/5/2025 | Private Trust Co. NA | 6,578 | $223K | 0.0% | N/A | 0.399% | |
2/3/2025 | Concurrent Investment Advisors LLC | 8,155 | $276K | 0.0% | +4.5% | 0.494% | |
1/31/2025 | Global Retirement Partners LLC | 6,870 | $233K | 0.0% | N/A | 0.416% | |
11/8/2024 | Prospera Financial Services Inc | 19,333 | $641K | 0.0% | -9.0% | 1.247% | |
10/18/2024 | Raymond James & Associates | 140,022 | $4.64M | 0.0% | +2.1% | 9.034% | |
10/9/2024 | Private Advisory Group LLC | 45,349 | $1.50M | 0.2% | -6.9% | 2.926% | |
10/8/2024 | CWM LLC | 211,916 | $7.03M | 0.0% | -17.5% | 13.672% | |
9/5/2024 | Sanctuary Advisors LLC | 8,758 | $259K | 0.0% | N/A | 0.584% | |
7/31/2024 | Commonwealth Equity Services LLC | 206,860 | $6.26M | 0.0% | -3.9% | 13.791% | |
7/31/2024 | Concurrent Investment Advisors LLC | 7,873 | $238K | 0.0% | N/A | 0.525% | |
7/23/2024 | Private Advisory Group LLC | 48,706 | $1.47M | 0.2% | +3.8% | 3.247% | |
7/19/2024 | Raymond James & Associates | 137,172 | $4.15M | 0.0% | -0.5% | 8.850% | |
7/10/2024 | CWM LLC | 256,917 | $7.78M | 0.0% | -11.2% | 16.575% | |
4/29/2024 | Commonwealth Equity Services LLC | 215,252 | $6.58M | 0.0% | -5.4% | 13.453% | |
4/16/2024 | Weaver Consulting Group | 7,769 | $237K | 0.1% | -8.2% | 0.486% | |
2/5/2024 | Kestra Private Wealth Services LLC | 14,455 | $395K | 0.0% | N/A | 0.850% | |
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2/1/2024 | CWM LLC | 422,630 | $11.55M | 0.1% | -26.5% | 24.150% | |
1/22/2024 | Weaver Consulting Group | 8,463 | $231K | 0.1% | -25.9% | 0.484% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,677 | $510K | 0.0% | -2.1% | 1.038% | |
1/16/2024 | Raymond James & Associates | 152,169 | $4.16M | 0.0% | -7.7% | 8.454% | |
11/14/2023 | Private Advisory Group LLC | 53,468 | $1.33M | 0.3% | -57.6% | 2.673% | |
11/6/2023 | Sigma Planning Corp | 8,397 | $210K | 0.0% | -11.4% | 0.420% | |
10/31/2023 | Allworth Financial LP | 9,219 | $230K | 0.0% | N/A | 0.439% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,083 | $476K | 0.0% | -17.5% | 0.848% | |
10/24/2023 | Raymond James & Associates | 164,894 | $4.12M | 0.0% | -0.5% | 7.329% | |
10/23/2023 | Commonwealth Equity Services LLC | 424,886 | $10.60M | 0.0% | -1.7% | 18.884% | |
10/13/2023 | Weaver Consulting Group | 11,428 | $285K | 0.1% | -12.8% | 0.497% | |
10/11/2023 | CWM LLC | 575,312 | $14.36M | 0.1% | +49.8% | 25.014% | |
8/14/2023 | Affinity Wealth Management LLC | 14,992 | $396K | 0.1% | -68.9% | 0.666% | |
8/10/2023 | Commonwealth Equity Services LLC | 432,032 | $11.41M | 0.0% | -22.9% | 19.201% | |
8/9/2023 | Flow Traders U.S. LLC | 26,500 | $700K | 0.0% | N/A | 1.178% | |
8/8/2023 | Prospera Financial Services Inc | 61,697 | $1.63M | 0.1% | -7.1% | 2.742% | |
8/3/2023 | CWM LLC | 384,021 | $10.14M | 0.1% | +55.9% | 17.068% | |
8/2/2023 | Sigma Planning Corp | 9,479 | $250K | 0.0% | -11.2% | 0.421% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 23,144 | $611K | 0.0% | -7.0% | 1.029% | |
7/25/2023 | Raymond James & Associates | 165,649 | $4.37M | 0.0% | -4.1% | 7.362% | |
5/11/2023 | Commonwealth Equity Services LLC | 560,043 | $14.31M | 0.0% | +0.5% | 24.350% | |
5/5/2023 | Silver Oak Securities Incorporated | 47,149 | $1.24M | 0.2% | +3.4% | 2.050% | |
5/3/2023 | MTM Investment Management LLC | 10,693 | $273K | 0.1% | -7.2% | 0.465% | |
5/1/2023 | CWM LLC | 246,355 | $6.30M | 0.0% | -1.0% | 10.711% | |
4/28/2023 | Harvest Group Wealth Management LLC | 17,416 | $445K | 0.3% | -17.7% | 0.757% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 24,874 | $636K | 0.0% | -4.2% | 1.015% | |
4/14/2023 | Raymond James & Associates | 172,660 | $4.41M | 0.0% | -2.5% | 7.047% | |
2/9/2023 | Affinity Wealth Management LLC | 48,146 | $1.27M | 0.3% | +9.0% | 1.817% | |
2/8/2023 | Raymond James & Associates | 177,126 | $4.66M | 0.0% | -12.5% | 6.684% | |
2/8/2023 | Prospera Financial Services Inc | 67,051 | $1.76M | 0.1% | +8.1% | 2.530% | |
2/7/2023 | Commonwealth Equity Services LLC | 557,381 | $14.65M | 0.0% | +0.2% | 21.033% | |
2/7/2023 | LPL Financial LLC | 35,894 | $943K | 0.0% | -3.4% | 1.354% | |
2/2/2023 | Silver Oak Securities Incorporated | 45,588 | $1.20M | 0.2% | -6.7% | 1.720% | |
2/1/2023 | CWM LLC | 248,721 | $6.54M | 0.0% | -69.6% | 9.386% | |
1/30/2023 | Harvest Group Wealth Management LLC | 21,169 | $556K | 0.4% | -38.3% | 0.784% | |
1/24/2023 | Sigma Planning Corp | 10,764 | $283K | 0.0% | -7.3% | 0.399% | |
1/9/2023 | Weaver Consulting Group | 13,328 | $350K | 0.2% | -8.1% | 0.494% | |
11/15/2022 | Flow Traders U.S. LLC | 17,983 | $431K | 0.0% | -22.2% | 0.599% | |
11/15/2022 | Commonwealth Equity Services LLC | 556,085 | $13.32M | 0.0% | +1.9% | 18.536% | |
11/14/2022 | United Capital Financial Advisers LLC | 33,736 | $808K | 0.0% | -4.9% | 1.125% | |
11/14/2022 | MML Investors Services LLC | 14,343 | $344K | 0.0% | -26.2% | 0.478% | |
11/10/2022 | Sigma Planning Corp | 11,616 | $278K | 0.0% | -5.6% | 0.387% | |
11/8/2022 | Harvest Group Wealth Management LLC | 34,299 | $844K | 0.6% | -2.2% | 1.143% | |
10/27/2022 | Prospera Financial Services Inc | 62,023 | $1.49M | 0.1% | -1.6% | 2.067% | |
10/27/2022 | CWM LLC | 818,594 | $19.61M | 0.2% | +20.0% | 27.286% | |
10/25/2022 | Raymond James & Associates | 202,536 | $4.85M | 0.0% | -3.1% | 6.751% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 25,721 | $616K | 0.0% | -69.7% | 0.857% | |
10/20/2022 | Silver Oak Securities Incorporated | 48,887 | $1.17M | 0.3% | +241.1% | 1.630% | |
10/4/2022 | Weaver Consulting Group | 14,497 | $347K | 0.2% | -17.2% | 0.460% | |
9/16/2022 | Private Trust Co. NA | 5,155 | $130K | 0.0% | N/A | 0.164% | |
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8/13/2022 | Flow Traders U.S. LLC | 23,101 | $581K | 0.0% | -2.4% | 0.733% | |
8/12/2022 | Private Advisory Group LLC | 79,364 | $2.00M | 0.5% | +171.9% | 2.519% | |
8/12/2022 | United Capital Financial Advisers LLC | 35,489 | $892K | 0.0% | -9.2% | 1.127% | |
8/8/2022 | Baird Financial Group Inc. | 87,248 | $2.19M | 0.0% | -10.8% | 2.770% | |
8/8/2022 | Prospera Financial Services Inc | 63,020 | $1.58M | 0.1% | -5.2% | 2.001% | |
8/4/2022 | Harvest Group Wealth Management LLC | 35,053 | $926K | 0.6% | -8.4% | 1.113% | |
7/28/2022 | CWM LLC | 682,121 | $17.15M | 0.1% | -25.6% | 20.988% | |
7/26/2022 | FinTrust Capital Advisors LLC | 1,670 | $43K | 0.0% | N/A | 0.051% | |
7/19/2022 | Commonwealth Equity Services LLC | 545,830 | $13.72M | 0.0% | +0.5% | 16.540% | |
5/26/2022 | Kestra Private Wealth Services LLC | 11,831 | $339K | 0.0% | -30.0% | 0.303% | |