10/2/2025 | Capital Asset Advisory Services LLC | 283,708 | $5.42M | 0.2% | +1.2% | 4.234% | |
9/4/2025 | Osaic Holdings Inc. | 5,180 | $98K | 0.0% | -88.7% | 0.077% | |
8/18/2025 | Geneos Wealth Management Inc. | 14,820 | $282K | 0.0% | +200.0% | 0.221% | |
8/15/2025 | MML Investors Services LLC | 176,282 | $3.35M | 0.0% | +4.7% | 2.631% | |
8/14/2025 | Jane Street Group LLC | 15,619 | $297K | 0.0% | +6.4% | 0.233% | |
8/14/2025 | Raymond James Financial Inc. | 301,420 | $5.73M | 0.0% | +81.0% | 4.499% | |
8/8/2025 | Cetera Investment Advisers | 37,530 | $713K | 0.0% | +10.5% | 0.560% | |
8/5/2025 | Sigma Planning Corp | 37,828 | $719K | 0.0% | -3.6% | 0.565% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 20,521 | $390K | 0.0% | -5.3% | 0.306% | |
8/1/2025 | Envestnet Asset Management Inc. | 97,957 | $1.86M | 0.0% | -6.7% | 1.462% | |
|
7/30/2025 | D.A. Davidson & CO. | 88,132 | $1.68M | 0.0% | -1.1% | 1.315% | |
7/29/2025 | Private Trust Co. NA | 2,994 | $57K | 0.0% | -15.4% | 0.045% | |
7/28/2025 | Mutual Advisors LLC | 61,403 | $1.16M | 0.0% | -71.3% | 0.916% | |
7/28/2025 | Axxcess Wealth Management LLC | 282,173 | $5.36M | 0.1% | -1.9% | 4.212% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,951 | $113K | 0.0% | N/A | 0.086% | |
7/7/2025 | Capital Asset Advisory Services LLC | 280,402 | $5.33M | 0.2% | -2.3% | 4.064% | |
5/19/2025 | Jane Street Group LLC | 14,684 | $277K | 0.0% | -67.7% | 0.235% | |
5/15/2025 | Royal Bank of Canada | 555,610 | $10.48M | 0.0% | +55.1% | 8.890% | |
5/13/2025 | Raymond James Financial Inc. | 166,519 | $3.14M | 0.0% | +14.5% | 2.664% | |
5/7/2025 | LPL Financial LLC | 738,016 | $13.93M | 0.0% | +35.2% | 11.715% | |
5/6/2025 | Cetera Investment Advisers | 33,963 | $641K | 0.0% | +3.4% | 0.539% | |
5/5/2025 | Private Advisor Group LLC | 20,479 | $386K | 0.0% | -10.1% | 0.325% | |
4/30/2025 | Axxcess Wealth Management LLC | 287,499 | $5.43M | 0.1% | -3.7% | 4.600% | |
4/29/2025 | Envestnet Asset Management Inc. | 104,943 | $1.98M | 0.0% | -21.3% | 1.679% | |
4/28/2025 | D.A. Davidson & CO. | 89,112 | $1.68M | 0.0% | +9.3% | 1.426% | |
4/28/2025 | Mutual Advisors LLC | 214,095 | $4.03M | 0.1% | +20.2% | 3.426% | |
4/24/2025 | Kraft Davis & Associates LLC | 10,974 | $205K | 0.1% | -6.0% | 0.176% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 21,679 | $409K | 0.0% | +20.2% | 0.347% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 77,093 | $1.46M | 0.0% | -38.7% | 1.233% | |
4/22/2025 | Breakthru Advisory Services LLC | 304,530 | $5.75M | 8.9% | -3.1% | 4.872% | |
4/17/2025 | Sowell Financial Services LLC | 137,979 | $2.60M | 0.1% | +1.0% | 2.225% | |
4/9/2025 | Capital Asset Advisory Services LLC | 286,868 | $5.41M | 0.3% | -3.9% | 4.904% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,225 | $361K | 0.0% | N/A | 0.285% | |
2/18/2025 | Breakthru Advisory Services LLC | 314,310 | $5.90M | 5.3% | N/A | 4.656% | |
2/17/2025 | Aptus Capital Advisors LLC | 4,067 | $76K | 0.0% | N/A | 0.060% | |
2/14/2025 | Jane Street Group LLC | 45,518 | $854K | 0.0% | +31.9% | 0.674% | |
2/14/2025 | Stifel Financial Corp | 699,439 | $13.13M | 0.0% | -0.6% | 10.362% | |
2/14/2025 | MML Investors Services LLC | 162,650 | $3.05M | 0.0% | -2.5% | 2.410% | |
2/13/2025 | Mariner LLC | 232,464 | $4.36M | 0.0% | N/A | 3.444% | |
2/13/2025 | Kraft Davis & Associates LLC | 11,675 | $219K | 0.1% | -8.0% | 0.173% | |
|
2/13/2025 | Raymond James Financial Inc. | 145,406 | $2.73M | 0.0% | N/A | 2.154% | |
2/13/2025 | Envestnet Asset Management Inc. | 133,405 | $2.50M | 0.0% | -63.6% | 1.976% | |
2/11/2025 | LPL Financial LLC | 545,675 | $10.24M | 0.0% | +3.4% | 8.084% | |
2/10/2025 | Axxcess Wealth Management LLC | 298,564 | $5.60M | 0.1% | -0.4% | 4.423% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 18,039 | $339K | 0.0% | +8.2% | 0.267% | |
2/10/2025 | Altus Wealth Group LLC | 12,659 | $238K | 0.1% | N/A | 0.188% | |
2/10/2025 | Commonwealth Equity Services LLC | 69,331 | $1.30M | 0.0% | -18.0% | 1.027% | |
2/7/2025 | Sowell Financial Services LLC | 136,578 | $2.56M | 0.1% | N/A | 2.023% | |
2/7/2025 | Larson Financial Group LLC | 14,192 | $266K | 0.0% | -23.8% | 0.210% | |
2/6/2025 | Raymond James Financial Inc. | 145,406 | $2.73M | 0.0% | N/A | 2.154% | |
2/5/2025 | SRS Capital Advisors Inc. | 643,026 | $12.07M | 0.8% | N/A | 9.526% | |
2/3/2025 | Private Advisor Group LLC | 22,791 | $428K | 0.0% | -35.0% | 0.338% | |
1/31/2025 | Proactive Wealth Strategies LLC | 39,245 | $737K | 0.4% | -3.4% | 0.581% | |
1/31/2025 | D.A. Davidson & CO. | 81,527 | $1.53M | 0.0% | -6.7% | 1.208% | |
1/31/2025 | Sanctuary Advisors LLC | 160,120 | $3.01M | 0.0% | +4.7% | 2.372% | |
1/22/2025 | Capital Asset Advisory Services LLC | 298,388 | $5.60M | 0.3% | -0.6% | 4.421% | |
1/21/2025 | Cornerstone Wealth Management LLC | 12,310 | $231K | 0.0% | -10.4% | 0.182% | |
1/17/2025 | Mutual Advisors LLC | 178,173 | $3.35M | 0.1% | +342.9% | 2.640% | |
1/15/2025 | Ameritas Advisory Services LLC | 25,549 | $480K | 0.0% | N/A | 0.379% | |
12/26/2024 | JPMorgan Chase & Co. | 7,640 | $146K | 0.0% | N/A | 0.113% | |
11/25/2024 | Sanctuary Advisors LLC | 152,900 | $2.88M | 0.0% | +41.1% | 2.265% | |
11/15/2024 | MML Investors Services LLC | 166,795 | $3.20M | 0.0% | +24.0% | 2.471% | |
11/15/2024 | Jane Street Group LLC | 34,507 | $661K | 0.0% | -67.8% | 0.511% | |
11/15/2024 | Stifel Financial Corp | 703,422 | $13.48M | 0.0% | -70.8% | 10.421% | |
11/13/2024 | D.A. Davidson & CO. | 87,405 | $1.68M | 0.0% | -10.1% | 1.295% | |
11/13/2024 | Private Trust Co. NA | 3,540 | $68K | 0.0% | -21.7% | 0.052% | |
11/12/2024 | Larson Financial Group LLC | 18,620 | $357K | 0.0% | -19.3% | 0.276% | |
11/8/2024 | Kraft Davis & Associates LLC | 12,695 | $239K | 0.1% | -79.6% | 0.188% | |
11/5/2024 | Proactive Wealth Strategies LLC | 40,633 | $779K | 0.4% | N/A | 0.602% | |
11/4/2024 | Axxcess Wealth Management LLC | 299,813 | $5.74M | 0.1% | +3.9% | 4.442% | |
11/4/2024 | Sigma Planning Corp | 39,702 | $761K | 0.0% | -1.6% | 0.588% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 16,666 | $319K | 0.0% | +12.5% | 0.249% | |
10/22/2024 | Private Advisor Group LLC | 35,070 | $672K | 0.0% | -39.2% | 0.523% | |
10/19/2024 | Cedrus LLC | 512,084 | $9.81M | 3.6% | +14.7% | 7.643% | |
9/5/2024 | Sanctuary Advisors LLC | 108,328 | $2.01M | 0.0% | N/A | 1.267% | |
8/10/2024 | Axxcess Wealth Management LLC | 288,458 | $5.39M | 0.1% | +2.1% | 3.374% | |
8/5/2024 | Private Advisor Group LLC | 57,717 | $1.08M | 0.0% | -37.5% | 0.675% | |
8/2/2024 | Larson Financial Group LLC | 23,068 | $431K | 0.0% | -29.2% | 0.270% | |
7/31/2024 | Commonwealth Equity Services LLC | 80,740 | $1.51M | 0.0% | +4.3% | 0.944% | |
7/30/2024 | International Assets Investment Management LLC | 8,285 | $155K | 0.0% | -57.4% | 0.097% | |
7/29/2024 | Kraft Davis & Associates LLC | 62,184 | $1.17M | 0.4% | -38.2% | 0.727% | |
7/29/2024 | Ameritas Advisory Services LLC | 26,275 | $491K | 0.0% | -14.2% | 0.307% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 137,438 | $2.57M | 0.0% | +311.4% | 1.598% | |
7/24/2024 | EdgeRock Capital LLC | 1,949 | $36K | 0.0% | N/A | 0.023% | |
7/24/2024 | Cedrus LLC | 446,407 | $8.34M | 4.2% | +16.9% | 5.615% | |
7/19/2024 | Western Wealth Management LLC | 10,410 | $195K | 0.0% | -10.6% | 0.131% | |
7/19/2024 | Raymond James & Associates | 69,891 | $1.31M | 0.0% | +5.0% | 0.879% | |
5/24/2024 | Cetera Advisors LLC | 17,583 | $330K | 0.0% | N/A | 0.314% | |
5/16/2024 | Kraft Davis & Associates LLC | 100,618 | $1.88M | 0.6% | -7.1% | 1.797% | |
5/14/2024 | Axxcess Wealth Management LLC | 282,570 | $5.30M | 0.1% | -20.0% | 3.600% | |
|
5/2/2024 | Mutual Advisors LLC | 206,578 | $3.87M | 0.1% | -9.5% | 3.689% | |
5/2/2024 | FinTrust Capital Advisors LLC | 4,446 | $83K | 0.0% | -50.0% | 0.079% | |
4/30/2024 | Private Advisor Group LLC | 92,405 | $1.73M | 0.0% | -3.6% | 1.650% | |
4/30/2024 | Commonwealth Equity Services LLC | 77,448 | $1.45M | 0.0% | +25.7% | 1.383% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 80,475 | $1.51M | 0.0% | +10.6% | 1.437% | |
4/16/2024 | Capital Asset Advisory Services LLC | 283,975 | $5.32M | 0.3% | -19.8% | 4.982% | |
4/11/2024 | International Assets Investment Management LLC | 19,435 | $363K | 0.0% | -18.8% | 0.341% | |
4/5/2024 | NBC Securities Inc. | 3,342 | $62K | 0.0% | -27.9% | 0.058% | |
2/9/2024 | Tidemark LLC | 10,596 | $200K | 0.1% | N/A | 0.184% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 18,721 | $353K | 0.0% | -10.7% | 0.326% | |