7/21/2025 | Ameritas Advisory Services LLC | 3,238 | $37K | 0.0% | N/A | 0.014% | |
7/18/2025 | SOA Wealth Advisors LLC. | 14,472 | $164K | 0.0% | -17.2% | 0.062% | |
7/18/2025 | PFG Investments LLC | 13,415 | $152K | 0.0% | -11.5% | 0.057% | |
5/21/2025 | Bluefin Capital Management LLC | 103,201 | $1.27M | 0.9% | N/A | 0.441% | |
5/16/2025 | Jones Financial Companies Lllp | 32,632 | $402K | 0.0% | +14,338.9% | 0.139% | |
5/15/2025 | Royal Bank of Canada | 166,134 | $2.05M | 0.0% | +9.3% | 0.717% | |
5/14/2025 | Samalin Investment Counsel LLC | 49,820 | $614K | 0.2% | -19.4% | 0.215% | |
5/13/2025 | Freestone Capital Holdings LLC | 40,927 | $505K | 0.0% | +61.8% | 0.177% | |
5/13/2025 | Raymond James Financial Inc. | 340,762 | $4.20M | 0.0% | +7.8% | 1.471% | |
5/8/2025 | IFG Advisory LLC | 13,268 | $164K | 0.0% | -25.7% | 0.057% | |
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5/6/2025 | Cetera Investment Advisers | 17,475 | $215K | 0.0% | -8.0% | 0.075% | |
4/22/2025 | PFG Investments LLC | 15,165 | $187K | 0.0% | -13.9% | 0.065% | |
2/18/2025 | Royal Capital Wealth Management LLC | 20,826 | $213K | 0.1% | -16.4% | 0.089% | |
2/17/2025 | Bank of America Corp DE | 28,156 | $289K | 0.0% | -3.5% | 0.121% | |
2/14/2025 | Jane Street Group LLC | 34,254 | $351K | 0.0% | N/A | 0.147% | |
2/14/2025 | Stifel Financial Corp | 51,017 | $523K | 0.0% | +4.9% | 0.219% | |
2/13/2025 | NewEdge Advisors LLC | 13,106 | $134K | 0.0% | N/A | 0.056% | |
2/13/2025 | Jump Financial LLC | 14,792 | $152K | 0.0% | N/A | 0.064% | |
2/13/2025 | Mariner LLC | 15,370 | $158K | 0.0% | -25.2% | 0.066% | |
2/13/2025 | Rockefeller Capital Management L.P. | 23,720 | $243K | 0.0% | -4.4% | 0.102% | |
2/13/2025 | Raymond James Financial Inc. | 316,055 | $3.24M | 0.0% | N/A | 1.357% | |
2/13/2025 | Wells Fargo & Company MN | 36,369 | $373K | 0.0% | -17.2% | 0.156% | |
2/12/2025 | Bullseye Investment Management LLC | 59,124 | $628K | 0.4% | N/A | 0.254% | |
2/12/2025 | America First Investment Advisors LLC | 56,731 | $581K | 0.1% | -51.3% | 0.244% | |
2/11/2025 | LPL Financial LLC | 23,274 | $239K | 0.0% | -18.3% | 0.100% | |
2/11/2025 | Samalin Investment Counsel LLC | 61,826 | $634K | 0.3% | +40.7% | 0.265% | |
2/11/2025 | Virtu Financial LLC | 16,001 | $164K | 0.0% | N/A | 0.069% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,389 | $137K | 0.0% | +12.9% | 0.057% | |
2/10/2025 | EverSource Wealth Advisors LLC | 7,477 | $77K | 0.0% | +15.4% | 0.032% | |
2/6/2025 | Freestone Capital Holdings LLC | 25,297 | $259K | 0.0% | -62.7% | 0.109% | |
2/6/2025 | Raymond James Financial Inc. | 316,055 | $3.24M | 0.0% | N/A | 1.357% | |
12/26/2024 | JPMorgan Chase & Co. | 2,881 | $40K | 0.0% | -82.2% | 0.012% | |
11/14/2024 | Rockefeller Capital Management L.P. | 24,799 | $348K | 0.0% | -28.0% | 0.106% | |
10/24/2024 | PFG Investments LLC | 18,438 | $259K | 0.0% | -13.1% | 0.079% | |
8/14/2024 | Royal Capital Wealth Management LLC | 24,827 | $368K | 0.3% | +7.1% | 0.107% | |
8/7/2024 | PFG Investments LLC | 21,218 | $314K | 0.0% | -6.2% | 0.091% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,074 | $31K | 0.0% | N/A | 0.009% | |
7/31/2024 | IFG Advisory LLC | 20,968 | $311K | 0.0% | -41.1% | 0.090% | |
7/23/2024 | XML Financial LLC | 14,897 | $221K | 0.0% | -11.8% | 0.064% | |
7/19/2024 | Raymond James & Associates | 160,582 | $2.38M | 0.0% | -5.1% | 0.689% | |
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6/21/2024 | Cape Investment Advisory Inc. | 8,105 | $132K | 0.1% | +60.5% | 0.035% | |
5/24/2024 | Cetera Advisors LLC | 20,760 | $338K | 0.0% | N/A | 0.089% | |
5/14/2024 | Freestone Capital Holdings LLC | 163,728 | $2.67M | 0.1% | -13.6% | 0.703% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 174,759 | $2.85M | 0.0% | -0.5% | 0.759% | |
4/22/2024 | PFG Investments LLC | 22,611 | $368K | 0.0% | +3.9% | 0.098% | |
3/4/2024 | Tucker Asset Management LLC | 4,739 | $80K | 0.0% | N/A | 0.021% | |
3/1/2024 | Pineridge Advisors LLC | 8,559 | $144K | 0.0% | N/A | 0.037% | |
2/16/2024 | Bluefin Capital Management LLC | 102,773 | $1.74M | 0.2% | +2.9% | 0.448% | |
2/12/2024 | Tradition Wealth Management LLC | 21,106 | $354K | 0.0% | +4.1% | 0.092% | |
2/12/2024 | Cape Investment Advisory Inc. | 5,049 | $85K | 0.0% | +150.7% | 0.022% | |
1/30/2024 | Octavia Wealth Advisors LLC | 40,708 | $701K | 0.1% | N/A | 0.178% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 175,671 | $2.95M | 0.0% | +2.0% | 0.766% | |
1/16/2024 | Raymond James & Associates | 170,087 | $2.86M | 0.0% | -1.7% | 0.742% | |
11/14/2023 | Samalin Investment Counsel LLC | 75,041 | $1.16M | 0.7% | -5.2% | 0.327% | |
11/13/2023 | PNC Financial Services Group Inc. | 14,152 | $219K | 0.0% | -58.9% | 0.062% | |
11/7/2023 | Cape Investment Advisory Inc. | 2,014 | $31K | 0.0% | N/A | 0.009% | |
11/4/2023 | EverSource Wealth Advisors LLC | 2,391 | $37K | 0.0% | N/A | 0.010% | |
10/24/2023 | Goodwin Daniel L | 104,442 | $1.61M | 0.8% | +19.0% | 0.457% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 172,283 | $2.66M | 0.0% | +1.3% | 0.755% | |
10/24/2023 | Raymond James & Associates | 173,067 | $2.67M | 0.0% | -1.1% | 0.758% | |
10/23/2023 | Commonwealth Equity Services LLC | 26,063 | $403K | 0.0% | +4.8% | 0.114% | |
10/10/2023 | SOA Wealth Advisors LLC. | 17,533 | $271K | 0.1% | N/A | 0.077% | |
9/11/2023 | Bluefin Capital Management LLC | 99,443 | $1.64M | 0.3% | N/A | 0.436% | |
8/14/2023 | Bluefin Capital Management LLC | 99,443 | $1.64M | 0.3% | N/A | 0.436% | |
8/11/2023 | Natixis | 4,319 | $71K | 0.0% | N/A | 0.019% | |
8/11/2023 | Royal Capital Wealth Management LLC | 22,656 | $373K | 0.4% | N/A | 0.099% | |
8/11/2023 | PNC Financial Services Group Inc. | 34,404 | $567K | 0.0% | N/A | 0.151% | |
8/10/2023 | US Bancorp DE | 44,658 | $736K | 0.0% | N/A | 0.196% | |
8/10/2023 | Private Advisor Group LLC | 12,523 | $206K | 0.0% | N/A | 0.055% | |
8/10/2023 | Cetera Investment Advisers | 45,637 | $752K | 0.0% | N/A | 0.200% | |
8/8/2023 | Aveo Capital Partners LLC | 21,241 | $350K | 0.0% | N/A | 0.093% | |
8/8/2023 | AllSquare Wealth Management LLC | 2,722 | $41K | 0.0% | N/A | 0.012% | |
8/7/2023 | XML Financial LLC | 24,988 | $412K | 0.0% | N/A | 0.109% | |
8/3/2023 | PFG Investments LLC | 21,650 | $357K | 0.1% | N/A | 0.095% | |
8/3/2023 | Samalin Investment Counsel LLC | 79,166 | $1.31M | 0.7% | N/A | 0.348% | |
8/2/2023 | America First Investment Advisors LLC | 124,491 | $2.05M | 0.6% | N/A | 0.548% | |
7/31/2023 | LPL Financial LLC | 44,874 | $740K | 0.0% | N/A | 0.197% | |
7/27/2023 | BlueSky Wealth Advisors LLC | 16,677 | $275K | 0.1% | N/A | 0.073% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 169,997 | $2.80M | 0.0% | N/A | 0.748% | |
7/25/2023 | Raymond James & Associates | 174,962 | $2.88M | 0.0% | N/A | 0.770% | |
7/24/2023 | Goodwin Daniel L | 87,753 | $1.45M | 0.7% | N/A | 0.386% | |
7/21/2023 | Creative Planning | 33,198 | $547K | 0.0% | N/A | 0.146% | |
7/21/2023 | IFG Advisory LLC | 20,621 | $340K | 0.0% | N/A | 0.091% | |
7/21/2023 | Newbridge Financial Services Group Inc. | 5,435 | $90K | 0.0% | N/A | 0.024% | |
7/14/2023 | Baldwin Brothers LLC MA | 4,254 | $70K | 0.0% | N/A | 0.019% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 23,154 | $382K | 0.0% | N/A | 0.102% | |