4/29/2025 | Envestnet Asset Management Inc. | 13,218 | $503K | 0.0% | +6.6% | 0.257% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 7,223 | $275K | 0.1% | N/A | 0.140% | |
4/29/2025 | OneDigital Investment Advisors LLC | 8,374 | $319K | 0.0% | -17.0% | 0.163% | |
4/25/2025 | MorganRosel Wealth Management LLC | 15,009 | $572K | 0.2% | -10.2% | 0.291% | |
4/25/2025 | Monument Capital Management | 17,453 | $665K | 0.2% | -1.5% | 0.339% | |
4/23/2025 | Systelligence LLC | 255,776 | $9.74M | 2.3% | N/A | 4.967% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,705 | $712K | 0.0% | +2.0% | 0.363% | |
4/22/2025 | PFG Investments LLC | 6,519 | $248K | 0.0% | -17.9% | 0.127% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,763 | $562K | 0.0% | N/A | 0.287% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 577,452 | $21.99M | 0.0% | -18.9% | 11.213% | |
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4/15/2025 | Trueblood Wealth Management LLC | 19,642 | $748K | 0.3% | -21.7% | 0.381% | |
4/14/2025 | Farther Finance Advisors LLC | 3,609 | $139K | 0.0% | N/A | 0.070% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 712,320 | $25.87M | 0.0% | +12.0% | 14.687% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 5,647 | $205K | 0.0% | N/A | 0.116% | |
2/17/2025 | Bank of America Corp DE | 27,981 | $1.02M | 0.0% | -3.8% | 0.577% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,102 | $403K | 0.0% | +15.1% | 0.229% | |
2/14/2025 | Jane Street Group LLC | 17,450 | $634K | 0.0% | -43.7% | 0.360% | |
2/14/2025 | Comerica Bank | 6,337 | $230K | 0.0% | +24.5% | 0.131% | |
2/14/2025 | Stifel Financial Corp | 14,390 | $523K | 0.0% | -2.0% | 0.297% | |
2/14/2025 | OneDigital Investment Advisors LLC | 10,084 | $366K | 0.0% | -16.9% | 0.208% | |
2/13/2025 | Raymond James Financial Inc. | 150,437 | $5.46M | 0.0% | N/A | 3.102% | |
2/13/2025 | Wells Fargo & Company MN | 1,040,526 | $37.79M | 0.0% | +417.1% | 21.454% | |
2/11/2025 | LPL Financial LLC | 101,064 | $3.67M | 0.0% | +249.6% | 2.084% | |
2/11/2025 | Del Sette Capital Management LLC | 10,253 | $372K | 0.3% | -93.2% | 0.211% | |
2/10/2025 | Commonwealth Equity Services LLC | 57,623 | $2.09M | 0.0% | +0.5% | 1.188% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,125 | $295K | 0.0% | N/A | 0.168% | |
2/7/2025 | Independent Advisor Alliance | 14,343 | $521K | 0.0% | N/A | 0.296% | |
2/6/2025 | Raymond James Financial Inc. | 150,437 | $5.46M | 0.0% | N/A | 3.102% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 4,471 | $162K | 0.0% | +9.6% | 0.092% | |
2/4/2025 | MorganRosel Wealth Management LLC | 16,718 | $607K | 0.2% | -4.6% | 0.345% | |
1/31/2025 | Global Retirement Partners LLC | 8,169 | $297K | 0.0% | N/A | 0.168% | |
1/24/2025 | Lunt Capital Management Inc. | 8,079 | $293K | 0.1% | N/A | 0.167% | |
1/22/2025 | PFG Investments LLC | 7,944 | $288K | 0.0% | -7.1% | 0.164% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 24,261 | $881K | 0.1% | -8.8% | 0.500% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 634,912 | $24.06M | 0.0% | -0.1% | 13.509% | |
11/15/2024 | Jane Street Group LLC | 30,973 | $1.17M | 0.0% | -53.8% | 0.837% | |
11/15/2024 | Stifel Financial Corp | 14,678 | $556K | 0.0% | -7.6% | 0.397% | |
11/14/2024 | Flow Traders U.S. LLC | 13,423 | $509K | 0.0% | -3.5% | 0.363% | |
11/8/2024 | Prospera Financial Services Inc | 46,180 | $1.75M | 0.0% | -11.4% | 1.248% | |
11/5/2024 | Apollon Wealth Management LLC | 5,379 | $204K | 0.0% | N/A | 0.145% | |
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11/4/2024 | Del Sette Capital Management LLC | 149,723 | $5.67M | 4.4% | -4.3% | 4.047% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 635,848 | $24.09M | 0.1% | +44.7% | 17.185% | |
10/24/2024 | PFG Investments LLC | 8,548 | $324K | 0.0% | -4.0% | 0.231% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 26,597 | $1.01M | 0.1% | -13.2% | 0.719% | |
10/18/2024 | Raymond James & Associates | 112,693 | $4.27M | 0.0% | -15.9% | 3.046% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 4,573 | $163K | 0.0% | +8.7% | 0.127% | |
8/2/2024 | Del Sette Capital Management LLC | 156,415 | $5.59M | 4.6% | +1,035.5% | 4.345% | |
7/31/2024 | Commonwealth Equity Services LLC | 57,329 | $2.05M | 0.0% | +0.7% | 1.592% | |
7/19/2024 | Raymond James & Associates | 134,034 | $4.79M | 0.0% | -1.7% | 3.723% | |
7/19/2024 | Refined Wealth Management | 29,898 | $1.07M | 0.8% | -1.3% | 0.819% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 439,304 | $15.69M | 0.0% | -2.2% | 12.036% | |
7/15/2024 | MorganRosel Wealth Management LLC | 17,700 | $632K | 0.2% | -15.4% | 0.485% | |
5/17/2024 | Comerica Bank | 7,199 | $248K | 0.0% | -6.8% | 0.195% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 18,720 | $645K | 0.0% | -14.9% | 0.506% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,342 | $391K | 0.0% | +24.6% | 0.307% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,535 | $87K | 0.0% | -31.2% | 0.069% | |
4/23/2024 | Lunt Capital Management Inc. | 17,850 | $615K | 0.3% | +2.0% | 0.482% | |
4/22/2024 | PFG Investments LLC | 8,921 | $307K | 0.0% | -69.1% | 0.241% | |
4/22/2024 | Raymond James & Associates | 136,306 | $4.70M | 0.0% | -2.4% | 3.684% | |
4/19/2024 | Monument Capital Management | 19,383 | $668K | 0.2% | -23.0% | 0.524% | |
4/18/2024 | Refined Wealth Management | 30,306 | $1.04M | 0.8% | -59.8% | 0.819% | |
4/18/2024 | MorganRosel Wealth Management LLC | 20,917 | $721K | 0.3% | -2.5% | 0.565% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 449,355 | $15.49M | 0.0% | -4.4% | 12.145% | |
2/9/2024 | UBS Group AG | 345,843 | $10.98M | 0.0% | -0.7% | 8.983% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,683 | $117K | 0.0% | -12.5% | 0.096% | |
2/1/2024 | Monument Capital Management | 25,177 | $800K | 0.3% | -6.0% | 0.654% | |
1/30/2024 | Lunt Capital Management Inc. | 17,493 | $556K | 0.3% | +59.8% | 0.454% | |
1/22/2024 | Refined Wealth Management | 75,463 | $2.40M | 1.9% | +6.5% | 1.960% | |
1/18/2024 | Trueblood Wealth Management LLC | 25,103 | $797K | 0.5% | N/A | 0.652% | |
1/17/2024 | PFG Investments LLC | 28,828 | $916K | 0.2% | +239.5% | 0.749% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,184 | $990K | 0.0% | -6.1% | 0.810% | |
1/16/2024 | Raymond James & Associates | 139,590 | $4.43M | 0.0% | -1.2% | 3.626% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 39,384 | $1.25M | 0.1% | -46.1% | 0.905% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 21,367 | $613K | 0.0% | -13.6% | 0.541% | |
11/9/2023 | UBS Group AG | 348,178 | $9.98M | 0.0% | +0.2% | 8.815% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,105 | $261K | 0.0% | -8.6% | 0.231% | |
11/6/2023 | PFG Investments LLC | 8,492 | $244K | 0.0% | -70.8% | 0.215% | |
10/31/2023 | Lunt Capital Management Inc. | 10,944 | $314K | 0.2% | N/A | 0.277% | |
10/30/2023 | Del Sette Capital Management LLC | 9,409 | $270K | 0.3% | N/A | 0.238% | |
10/30/2023 | MorganRosel Wealth Management LLC | 21,574 | $619K | 0.3% | -28.9% | 0.546% | |
10/25/2023 | Monument Capital Management | 26,779 | $768K | 0.2% | -8.9% | 0.678% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 33,213 | $952K | 0.0% | -48.5% | 0.841% | |
10/24/2023 | Raymond James & Associates | 141,237 | $4.05M | 0.0% | -0.8% | 3.576% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,060 | $518K | 0.0% | -20.5% | 0.457% | |
10/16/2023 | Refined Wealth Management | 70,853 | $2.03M | 1.8% | +0.9% | 1.941% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 73,009 | $2.09M | 0.2% | N/A | 2.000% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,839 | $53K | 0.0% | N/A | 0.050% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 24,718 | $753K | 0.0% | +7.2% | 0.562% | |
8/10/2023 | Cetera Advisors LLC | 62,082 | $1.89M | 0.0% | N/A | 1.411% | |
8/8/2023 | Prospera Financial Services Inc | 392,897 | $11.97M | 0.5% | -5.3% | 8.929% | |
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8/4/2023 | MorganRosel Wealth Management LLC | 30,322 | $924K | 0.4% | -4.1% | 0.689% | |
8/3/2023 | PFG Investments LLC | 29,056 | $885K | 0.2% | -5.9% | 0.660% | |
7/31/2023 | LPL Financial LLC | 123,884 | $3.77M | 0.0% | +214.5% | 2.816% | |
7/26/2023 | Janney Montgomery Scott LLC | 9,967 | $304K | 0.0% | +25.5% | 0.227% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 64,544 | $1.97M | 0.0% | -1.2% | 1.467% | |
7/25/2023 | Raymond James & Associates | 142,363 | $4.34M | 0.0% | +4.3% | 3.236% | |
7/18/2023 | Monument Capital Management | 29,408 | $896K | 0.3% | -26.2% | 0.668% | |
7/17/2023 | Refined Wealth Management | 70,209 | $2.14M | 1.8% | +4.4% | 1.633% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 22,711 | $692K | 0.0% | +12.9% | 0.528% | |
5/11/2023 | PFG Investments LLC | 30,876 | $925K | 0.2% | N/A | 0.679% | |