5/21/2025 | Geneos Wealth Management Inc. | 423,235 | $516K | 0.0% | +8.8% | 0.670% | |
5/13/2025 | HighTower Advisors LLC | 77,375 | $94K | 0.0% | +244.1% | 0.122% | |
5/12/2025 | Nuveen LLC | 27,623 | $34K | 0.0% | N/A | 0.044% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 22,913 | $28K | 0.0% | -64.8% | 0.036% | |
5/9/2025 | Atria Wealth Solutions Inc. | 186,000 | $227K | 0.0% | -10.2% | 0.294% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 235,192 | $287K | 0.0% | N/A | 0.372% | |
4/25/2025 | Sovran Advisors LLC | 199,830 | $244K | 0.0% | +7.4% | 0.316% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 36,141 | $44K | 0.0% | -29.8% | 0.057% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 51,510 | $66K | 0.0% | +46.8% | 0.082% | |
2/17/2025 | Vivaldi Capital Management LP | 45,628 | $56K | 0.0% | +89.9% | 0.073% | |
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2/17/2025 | Bank of America Corp DE | 38,358 | $49K | 0.0% | +101.4% | 0.061% | |
2/14/2025 | Northern Trust Corp | 244,274 | $315K | 0.0% | +4.3% | 0.389% | |
2/14/2025 | Two Sigma Securities LLC | 28,571 | $37K | 0.0% | N/A | 0.046% | |
2/13/2025 | Barclays PLC | 54,634 | $71K | 0.0% | +91.1% | 0.087% | |
2/12/2025 | Geode Capital Management LLC | 870,589 | $1.12M | 0.0% | +0.9% | 1.387% | |
2/12/2025 | JPMorgan Chase & Co. | 59,693 | $77K | 0.0% | +94.9% | 0.095% | |
2/11/2025 | LPL Financial LLC | 138,928 | $179K | 0.0% | +69.6% | 0.221% | |
2/10/2025 | Commonwealth Equity Services LLC | 134,518 | $174K | 0.0% | -72.2% | 0.214% | |
2/7/2025 | HighTower Advisors LLC | 22,486 | $29K | 0.0% | N/A | 0.036% | |
2/7/2025 | Inspire Advisors LLC | 21,095 | $27K | 0.0% | +86.3% | 0.034% | |
2/7/2025 | PNC Financial Services Group Inc. | 20,000 | $26K | 0.0% | N/A | 0.032% | |
2/4/2025 | Bank of New York Mellon Corp | 50,826 | $66K | 0.0% | +19.0% | 0.081% | |
1/31/2025 | D.A. Davidson & CO. | 19,000 | $25K | 0.0% | -38.3% | 0.030% | |
1/31/2025 | Sanctuary Advisors LLC | 58,413 | $73K | 0.0% | -26.2% | 0.093% | |
1/29/2025 | Retirement Guys Formula LLC | 155,343 | $200K | 0.1% | +143.4% | 0.248% | |
1/29/2025 | Sovran Advisors LLC | 186,014 | $240K | 0.0% | N/A | 0.296% | |
1/27/2025 | Stratos Wealth Partners LTD. | 51,550 | $66K | 0.0% | +27.4% | 0.082% | |
1/21/2025 | Geneos Wealth Management Inc. | 388,935 | $502K | 0.0% | +10.2% | 0.620% | |
1/17/2025 | Traynor Capital Management Inc. | 55,670 | $72K | 0.0% | +29.9% | 0.089% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 51,369 | $66K | 0.0% | +46.4% | 0.082% | |
12/26/2024 | JPMorgan Chase & Co. | 30,628 | $84K | 0.0% | +161.3% | 0.049% | |
11/25/2024 | Sanctuary Advisors LLC | 79,113 | $220K | 0.0% | -21.4% | 0.126% | |
11/19/2024 | Barclays PLC | 28,587 | $79K | 0.0% | +309.0% | 0.046% | |
11/18/2024 | Soltis Investment Advisors LLC | 140,750 | $387K | 0.0% | N/A | 0.226% | |
11/16/2024 | Geode Capital Management LLC | 862,542 | $2.37M | 0.0% | +2.5% | 1.385% | |
11/15/2024 | Barclays PLC | 28,587 | $79K | 0.0% | +309.0% | 0.046% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 42,540 | $117K | 0.0% | N/A | 0.068% | |
11/15/2024 | State Street Corp | 251,014 | $690K | 0.0% | +9.3% | 0.403% | |
11/13/2024 | D.A. Davidson & CO. | 30,771 | $85K | 0.0% | -36.9% | 0.049% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 21,750 | $60K | 0.0% | N/A | 0.035% | |
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10/21/2024 | Retirement Guys Formula LLC | 63,817 | $175K | 0.1% | +55.1% | 0.103% | |
9/5/2024 | Sanctuary Advisors LLC | 100,658 | $227K | 0.0% | N/A | 0.162% | |
8/14/2024 | Squarepoint Ops LLC | 84,074 | $190K | 0.0% | +75.4% | 0.135% | |
8/14/2024 | Marshall Wace LLP | 18,825 | $43K | 0.0% | N/A | 0.030% | |
8/1/2024 | Rhumbline Advisers | 19,275 | $44K | 0.0% | N/A | 0.031% | |
7/31/2024 | Commonwealth Equity Services LLC | 483,351 | $1.09M | 0.0% | +317.6% | 0.778% | |
7/26/2024 | Bank of New York Mellon Corp | 64,423 | $146K | 0.0% | N/A | 0.104% | |
7/24/2024 | Traynor Capital Management Inc. | 42,871 | $97K | 0.0% | +23.5% | 0.069% | |
5/10/2024 | Vanguard Group Inc. | 1,979,891 | $4.73M | 0.0% | +2.0% | 3.198% | |
5/7/2024 | Wealthspire Advisors LLC | 398,374 | $952K | 0.0% | +116.7% | 0.644% | |
5/4/2024 | Geneos Wealth Management Inc. | 408,850 | $977K | 0.0% | -0.9% | 0.660% | |
4/19/2024 | Retirement Guys Formula LLC | 33,732 | $81K | 0.0% | +56.9% | 0.054% | |
2/6/2024 | Solutions 4 Wealth Ltd | 36,085 | $60K | 0.2% | N/A | 0.058% | |
2/2/2024 | Atria Wealth Solutions Inc. | 249,800 | $415K | 0.0% | -3.8% | 0.404% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 117,488 | $195K | 0.1% | -9.3% | 0.190% | |
1/22/2024 | Retirement Guys Formula LLC | 21,500 | $36K | 0.0% | +87.0% | 0.035% | |
1/9/2024 | Beacon Capital Management LLC | 23,905 | $40K | 0.0% | +89.6% | 0.039% | |
11/8/2023 | D.A. Davidson & CO. | 37,825 | $73K | 0.0% | +15.2% | 0.061% | |
10/16/2023 | Traynor Capital Management Inc. | 34,707 | $67K | 0.0% | N/A | 0.056% | |
10/11/2023 | AE Wealth Management LLC | 26,841 | $52K | 0.0% | +72.7% | 0.043% | |
8/3/2023 | Atria Wealth Solutions Inc. | 260,800 | $376K | 0.0% | -3.7% | 0.439% | |
7/25/2023 | Summit Trail Advisors LLC | 20,000 | $29K | 0.0% | N/A | 0.034% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 134,332 | $193K | 0.0% | -5.7% | 0.226% | |
5/12/2023 | Independent Advisor Alliance | 36,100 | $76K | 0.0% | N/A | 0.061% | |
5/9/2023 | Wealthspire Advisors LLC | 183,862 | $386K | 0.0% | N/A | 0.309% | |
5/9/2023 | Wedbush Securities Inc. | 15,498 | $33K | 0.0% | -36.7% | 0.026% | |
4/25/2023 | Geneos Wealth Management Inc. | 427,400 | $898K | 0.1% | -1.7% | 0.719% | |
2/7/2023 | Commonwealth Equity Services LLC | 101,522 | $114K | 0.0% | +165.6% | 0.170% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 34,412 | $39K | 0.0% | +78.7% | 0.058% | |
2/3/2023 | Cutter & CO Brokerage Inc. | 129,488 | $146K | 0.0% | -23.6% | 0.217% | |
1/31/2023 | Geneos Wealth Management Inc. | 434,800 | $491K | 0.0% | -2.3% | 0.729% | |
11/7/2022 | D.A. Davidson & CO. | 32,810 | $53K | 0.0% | -27.6% | 0.055% | |
7/28/2022 | D.A. Davidson & CO. | 45,335 | $59K | 0.0% | -18.0% | 0.076% | |
7/19/2022 | Commonwealth Equity Services LLC | 38,220 | $50K | 0.0% | +42.1% | 0.064% | |
5/4/2022 | Advisor Group Holdings Inc. | 1,265,820 | $2.04M | 0.0% | +1.5% | 2.133% | |
5/4/2022 | Commonwealth Equity Services LLC | 26,902 | $43K | 0.0% | +59.2% | 0.045% | |
5/3/2022 | Cutter & CO Brokerage Inc. | 169,578 | $273K | 0.1% | -7.6% | 0.286% | |
2/9/2022 | Geneos Wealth Management Inc. | 480,767 | $995K | 0.0% | -2.2% | 0.810% | |
2/7/2022 | Benjamin F. Edwards & Company Inc. | 29,615 | $61K | 0.0% | +25.5% | 0.050% | |
2/7/2022 | Ameritas Advisory Services LLC | 44,232 | $92K | 0.0% | N/A | 0.075% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 153,027 | $317K | 0.0% | -7.0% | 0.258% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,247,401 | $2.58M | 0.0% | -2.1% | 2.102% | |
11/16/2021 | Squarepoint Ops LLC | 39,191 | $152K | 0.0% | -30.2% | 0.066% | |
11/15/2021 | Capstone Investment Advisors LLC | 42,260 | $164K | 0.0% | N/A | 0.071% | |
11/12/2021 | Ameritas Investment Company LLC | 44,232 | $172K | 0.0% | +12.7% | 0.075% | |
11/12/2021 | Centaurus Financial Inc. | 22,614 | $88K | 0.0% | +44.8% | 0.038% | |
11/12/2021 | Geode Capital Management LLC | 540,866 | $2.10M | 0.0% | +32.2% | 0.912% | |
11/10/2021 | Buckingham Strategic Wealth LLC | 10,734 | $42K | 0.0% | N/A | 0.018% | |
11/9/2021 | BlackRock Inc. | 787,582 | $3.06M | 0.0% | -0.8% | 1.328% | |
11/8/2021 | Keybank National Association OH | 100,000 | $388K | 0.0% | N/A | 0.169% | |
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11/4/2021 | QCI Asset Management Inc. NY | 55,000 | $213K | 0.0% | +120.0% | 0.093% | |
11/2/2021 | Raymond James & Associates | 13,096 | $51K | 0.0% | N/A | 0.022% | |
11/2/2021 | Benjamin F. Edwards & Company Inc. | 23,600 | $92K | 0.0% | -32.0% | 0.040% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 164,498 | $638K | 0.0% | -2.3% | 0.277% | |
10/29/2021 | Commonwealth Equity Services LLC | 11,902 | $46K | 0.0% | N/A | 0.020% | |
10/8/2021 | Wedbush Securities Inc. | 30,998 | $120K | 0.0% | +72.2% | 0.052% | |
9/3/2021 | Parametric Portfolio Associates LLC | 56,047 | $179K | 0.0% | +62.9% | 0.096% | |
8/25/2021 | Marshall Wace LLP | 47,509 | $152K | 0.0% | N/A | 0.082% | |
8/17/2021 | Millennium Management LLC | 568,690 | $1.82M | 0.0% | N/A | 0.979% | |
8/17/2021 | Boothbay Fund Management LLC | 10,965 | $35K | 0.0% | N/A | 0.019% | |