7/18/2024 | WealthCare Investment Partners LLC | 10,677 | $464K | 0.2% | -6.7% | 0.454% | |
7/18/2024 | Gradient Investments LLC | 57,755 | $2.51M | 0.1% | +54.2% | 2.458% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 19,761 | $849K | 0.0% | -2.1% | 0.807% | |
4/25/2024 | Eudaimonia Partners LLC | 22,854 | $982K | 0.2% | -6.1% | 0.933% | |
4/25/2024 | Eudaimonia Advisors LLC | 39,934 | $1.72M | 0.9% | +31.6% | 1.630% | |
4/23/2024 | Gradient Investments LLC | 37,450 | $1.61M | 0.0% | +118.8% | 1.529% | |
|
4/15/2024 | WealthCare Investment Partners LLC | 11,448 | $492K | 0.2% | -2.9% | 0.467% | |
4/15/2024 | Flagstar Advisors Inc. | 13,789 | $592K | 0.2% | +8.1% | 0.563% | |
4/5/2024 | NBC Securities Inc. | 590 | $25K | 0.0% | -30.6% | 0.023% | |
2/8/2024 | Eudaimonia Partners LLC | 24,335 | $996K | 0.3% | -14.9% | 0.954% | |
2/6/2024 | SRS Capital Advisors Inc. | 9,127 | $373K | 0.0% | +220.2% | 0.358% | |
2/1/2024 | Eudaimonia Advisors LLC | 30,335 | $1.24M | 0.8% | -12.8% | 1.190% | |
2/1/2024 | Capital Investment Advisory Services LLC | 1,100 | $45K | 0.0% | N/A | 0.043% | |
1/24/2024 | International Assets Investment Management LLC | 4,387 | $179K | 0.0% | N/A | 0.172% | |
1/18/2024 | Gradient Investments LLC | 17,120 | $700K | 0.0% | +120.3% | 0.671% | |
1/18/2024 | WealthCare Investment Partners LLC | 11,788 | $478K | 0.3% | -4.3% | 0.462% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,623 | $803K | 0.0% | -3.7% | 0.770% | |
1/16/2024 | Raymond James & Associates | 8,217 | $336K | 0.0% | +3.3% | 0.322% | |
11/15/2023 | SRS Capital Advisors Inc. | 2,850 | $105K | 0.0% | +31.5% | 0.112% | |
11/13/2023 | LPL Financial LLC | 93,078 | $3.44M | 0.0% | +8.9% | 3.650% | |
11/13/2023 | Kestra Advisory Services LLC | 6,769 | $250K | 0.0% | +10.7% | 0.265% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 72,484 | $2.68M | 0.0% | +4.1% | 2.843% | |
11/8/2023 | HighTower Advisors LLC | 17,769 | $659K | 0.0% | +28.3% | 0.697% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 19,784 | $730K | 0.0% | +2.4% | 0.776% | |
11/7/2023 | Advisors Preferred LLC | 716 | $26K | 0.0% | N/A | 0.028% | |
11/7/2023 | Alpha Omega Group Inc. | 84,952 | $3.14M | 5.9% | +10.3% | 3.331% | |
11/4/2023 | NBC Securities Inc. | 970 | $35K | 0.0% | N/A | 0.038% | |
11/2/2023 | Millburn Ridgefield Corp | 934 | $34K | 0.0% | N/A | 0.037% | |
10/27/2023 | Gradient Investments LLC | 7,772 | $287K | 0.0% | +44.3% | 0.305% | |
10/24/2023 | Eudaimonia Partners LLC | 28,602 | $1.06M | 0.3% | +61.0% | 1.122% | |
10/24/2023 | Eudaimonia Advisors LLC | 34,782 | $1.28M | 0.9% | +45.2% | 1.364% | |
10/24/2023 | Raymond James & Associates | 7,958 | $294K | 0.0% | -25.2% | 0.312% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,206 | $709K | 0.0% | +80.9% | 0.753% | |
10/23/2023 | Commonwealth Equity Services LLC | 10,342 | $382K | 0.0% | -23.8% | 0.406% | |
10/18/2023 | Flagstar Advisors Inc. | 12,846 | $474K | 0.2% | +4.6% | 0.504% | |
10/11/2023 | AE Wealth Management LLC | 9,582 | $354K | 0.0% | -20.0% | 0.376% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 69,634 | $2.68M | 0.0% | +1.0% | 2.487% | |
8/9/2023 | Flow Traders U.S. LLC | 17,917 | $689K | 0.0% | N/A | 0.640% | |
8/8/2023 | Alpha Omega Group Inc. | 77,023 | $2.96M | 5.5% | +11.6% | 2.751% | |
8/3/2023 | CWM LLC | 2,556 | $98K | 0.0% | -22.2% | 0.091% | |
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7/31/2023 | LPL Financial LLC | 85,471 | $3.29M | 0.0% | -13.5% | 3.053% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 20,504 | $788K | 0.0% | -1.3% | 0.732% | |
7/25/2023 | Raymond James & Associates | 10,642 | $409K | 0.0% | -14.1% | 0.380% | |
7/20/2023 | International Assets Investment Management LLC | 16,345 | $464K | 0.1% | N/A | 0.584% | |
7/19/2023 | Eudaimonia Partners LLC | 17,766 | $683K | 0.2% | +17.0% | 0.635% | |
7/19/2023 | Eudaimonia Advisors LLC | 23,961 | $921K | 0.6% | -2.4% | 0.856% | |
7/13/2023 | WealthCare Investment Partners LLC | 12,390 | $472K | 0.3% | -9.0% | 0.443% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,616 | $408K | 0.0% | +2.9% | 0.379% | |
7/11/2023 | Gradient Investments LLC | 5,385 | $207K | 0.0% | +178.3% | 0.192% | |
7/10/2023 | AE Wealth Management LLC | 11,973 | $460K | 0.0% | -4.4% | 0.428% | |
5/10/2023 | Oppenheimer Asset Management Inc. | 19,506 | $728K | 0.0% | -4.9% | 0.629% | |
5/5/2023 | Truist Financial Corp | 6,474 | $242K | 0.0% | -6.7% | 0.209% | |
5/3/2023 | Advisors Preferred LLC | 2,397 | $90K | 0.0% | N/A | 0.077% | |
5/1/2023 | CWM LLC | 3,286 | $123K | 0.0% | +28.6% | 0.106% | |
4/25/2023 | Eudaimonia Partners LLC | 15,182 | $567K | 0.1% | +61.7% | 0.482% | |
4/25/2023 | Eudaimonia Advisors LLC | 24,550 | $917K | 0.6% | +244.0% | 0.779% | |
4/25/2023 | Millburn Ridgefield Corp | 739 | $28K | 0.0% | N/A | 0.023% | |
4/19/2023 | CENTRAL TRUST Co | 1,635 | $61K | 0.0% | -60.9% | 0.052% | |
4/19/2023 | TrueWealth Advisors LLC | 5,942 | $222K | 0.1% | -80.0% | 0.189% | |
4/17/2023 | Gradient Investments LLC | 1,935 | $72K | 0.0% | +115.5% | 0.061% | |
4/14/2023 | AE Wealth Management LLC | 12,518 | $467K | 0.0% | -5.4% | 0.397% | |
4/14/2023 | Raymond James & Associates | 12,396 | $463K | 0.0% | +12.5% | 0.394% | |
4/10/2023 | WealthCare Investment Partners LLC | 13,609 | $508K | 0.3% | -2.5% | 0.432% | |
2/9/2023 | First Trust Advisors LP | 42,558 | $1.46M | 0.0% | -11.3% | 1.351% | |
2/9/2023 | Alpha Omega Group Inc. | 60,301 | $2.07M | 2.9% | N/A | 1.914% | |
2/9/2023 | HighTower Advisors LLC | 11,239 | $385K | 0.0% | N/A | 0.357% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 20,856 | $714K | 0.0% | -15.8% | 0.662% | |
2/8/2023 | UBS Group AG | 4,049 | $139K | 0.0% | -20.5% | 0.129% | |
2/8/2023 | Belpointe Asset Management LLC | 13,634 | $467K | 0.0% | +79.0% | 0.433% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 11,257 | $386K | 0.0% | -14.1% | 0.357% | |
2/8/2023 | Oppenheimer & Co. Inc. | 7,086 | $243K | 0.0% | -21.6% | 0.225% | |
2/7/2023 | Commonwealth Equity Services LLC | 15,249 | $522K | 0.0% | -7.8% | 0.484% | |
2/7/2023 | LPL Financial LLC | 99,005 | $3.39M | 0.0% | -24.6% | 3.143% | |
2/7/2023 | IFP Advisors Inc | 2,268 | $68K | 0.0% | -11.8% | 0.072% | |
2/7/2023 | Envestnet Asset Management Inc. | 8,765 | $300K | 0.0% | -51.4% | 0.278% | |
2/7/2023 | Oppenheimer Asset Management Inc. | 20,510 | $702K | 0.0% | -2.7% | 0.651% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 12,311 | $422K | 0.0% | -14.3% | 0.391% | |
2/1/2023 | Kestra Private Wealth Services LLC | 6,220 | $213K | 0.0% | -9.8% | 0.197% | |
1/31/2023 | Kestra Advisory Services LLC | 6,104 | $209K | 0.0% | N/A | 0.194% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 129,015 | $4.42M | 0.4% | +1.5% | 4.096% | |
1/25/2023 | Mayflower Financial Advisors LLC | 13,963 | $478K | 0.1% | N/A | 0.443% | |
1/23/2023 | TrueWealth Advisors LLC | 29,662 | $1.02M | 0.4% | -9.4% | 0.942% | |
1/19/2023 | Mayflower Financial Advisors LLC | 13,963 | $478K | 0.3% | N/A | 0.443% | |
1/10/2023 | Gradient Investments LLC | 898 | $31K | 0.0% | +789.1% | 0.029% | |
11/15/2022 | Signature Securities Group Corporation | 12,035 | $365K | 0.1% | +70.4% | 0.365% | |
11/15/2022 | Belpointe Asset Management LLC | 7,616 | $231K | 0.0% | N/A | 0.231% | |
11/14/2022 | OLD Mission Capital LLC | 62,376 | $1.89M | 0.1% | N/A | 1.890% | |
11/14/2022 | Oppenheimer & Co. Inc. | 9,041 | $274K | 0.0% | -14.9% | 0.274% | |
11/10/2022 | Kingsbury Capital Investment Advisors LLC | 25,606 | $776K | 1.2% | -11.1% | 0.776% | |
11/4/2022 | Eudaimonia Partners LLC | 9,288 | $281K | 0.1% | +26.9% | 0.281% | |
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10/27/2022 | CWM LLC | 2,556 | $77K | 0.0% | -11.9% | 0.077% | |
10/26/2022 | Truist Financial Corp | 15,680 | $475K | 0.0% | -16.0% | 0.475% | |
10/25/2022 | Raymond James & Associates | 12,743 | $386K | 0.0% | +3.1% | 0.386% | |
10/25/2022 | AE Wealth Management LLC | 13,125 | $398K | 0.0% | +16.4% | 0.398% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 24,779 | $751K | 0.0% | -51.9% | 0.751% | |
10/21/2022 | TrueWealth Advisors LLC | 32,756 | $992K | 0.5% | +2.2% | 0.993% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 14,358 | $435K | 0.0% | -12.6% | 0.435% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 13,108 | $397K | 0.0% | +6.5% | 0.403% | |
10/17/2022 | WealthCare Investment Partners LLC | 14,884 | $451K | 0.4% | +5.3% | 0.458% | |
8/17/2022 | International Assets Investment Management LLC | 21,180 | $507K | 0.0% | N/A | 0.597% | |