4/28/2025 | Mutual Advisors LLC | 65,258 | $408K | 0.0% | +32.8% | 0.142% | |
4/23/2025 | Balboa Wealth Partners | 162,834 | $1.02M | 0.2% | -2.0% | 0.353% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,979,232 | $12.37M | 0.0% | +142.3% | 4.296% | |
4/17/2025 | Janney Montgomery Scott LLC | 141,651 | $885K | 0.0% | +15.2% | 0.307% | |
4/9/2025 | Milestone Asset Management LLC | 165,583 | $1.04M | 0.2% | +23.7% | 0.359% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 25,000 | $190K | 0.2% | N/A | 0.054% | |
2/17/2025 | Cetera Investment Advisers | 58,820 | $448K | 0.0% | -17.0% | 0.128% | |
2/17/2025 | Citadel Advisors LLC | 12,694 | $97K | 0.0% | -69.0% | 0.028% | |
2/17/2025 | Baker Avenue Asset Management LP | 79,630 | $607K | 0.0% | -10.0% | 0.173% | |
2/17/2025 | Benjamin Edwards Inc. | 390,586 | $2.98M | 0.0% | +1.3% | 0.848% | |
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2/14/2025 | Owen LaRue LLC | 202,630 | $1.54M | 0.8% | +3.4% | 0.440% | |
2/14/2025 | Stifel Financial Corp | 10,442 | $80K | 0.0% | N/A | 0.023% | |
2/13/2025 | NewEdge Advisors LLC | 114,638 | $874K | 0.0% | -19.3% | 0.249% | |
2/13/2025 | Keystone Financial Group | 53,430 | $407K | 0.0% | N/A | 0.116% | |
2/13/2025 | Raymond James Financial Inc. | 57,964 | $442K | 0.0% | N/A | 0.126% | |
2/13/2025 | Envestnet Asset Management Inc. | 163,991 | $1.25M | 0.0% | -2.4% | 0.356% | |
2/12/2025 | Centric Wealth Management | 17,512 | $133K | 0.0% | N/A | 0.038% | |
2/11/2025 | LPL Financial LLC | 1,239,924 | $9.45M | 0.0% | +15.5% | 2.691% | |
2/10/2025 | Commonwealth Equity Services LLC | 409,728 | $3.12M | 0.0% | -3.1% | 0.889% | |
2/10/2025 | Balboa Wealth Partners | 166,226 | $1.27M | 0.3% | +4.6% | 0.361% | |
2/7/2025 | HighTower Advisors LLC | 10,711 | $82K | 0.0% | N/A | 0.023% | |
2/6/2025 | Straight Path Wealth Management | 29,759 | $227K | 0.1% | +7.2% | 0.065% | |
2/6/2025 | Raymond James Financial Inc. | 57,964 | $442K | 0.0% | N/A | 0.126% | |
2/6/2025 | Bravias Capital Group LLC | 82,992 | $632K | 0.5% | N/A | 0.180% | |
2/4/2025 | IFP Advisors Inc | 320,570 | $2.44M | 0.1% | -37.3% | 0.696% | |
1/23/2025 | Milestone Asset Management LLC | 133,859 | $1.02M | 0.2% | -48.6% | 0.291% | |
1/17/2025 | Mutual Advisors LLC | 49,157 | $375K | 0.0% | +93.3% | 0.107% | |
1/15/2025 | Ameritas Advisory Services LLC | 55,167 | $420K | 0.0% | -13.3% | 0.120% | |
11/15/2024 | MML Investors Services LLC | 22,329 | $172K | 0.0% | -9.5% | 0.048% | |
11/15/2024 | Benjamin Edwards Inc. | 385,533 | $2.97M | 0.0% | N/A | 0.837% | |
11/15/2024 | FSA Wealth Management LLC | 14,000 | $108K | 0.0% | N/A | 0.030% | |
11/6/2024 | Balboa Wealth Partners | 158,896 | $1.22M | 0.3% | +248.5% | 0.345% | |
11/4/2024 | Baker Avenue Asset Management LP | 88,500 | $681K | 0.0% | N/A | 0.192% | |
10/29/2024 | Janney Montgomery Scott LLC | 121,806 | $937K | 0.0% | -2.2% | 0.264% | |
10/22/2024 | WT Wealth Management | 10,122 | $75K | 0.0% | -16.5% | 0.022% | |
10/8/2024 | Atomi Financial Group Inc. | 96,664 | $743K | 0.0% | -2.4% | 0.210% | |
8/22/2024 | Cetera Investment Advisers | 194,417 | $1.21M | 0.0% | +35.4% | 0.422% | |
8/16/2024 | NewEdge Advisors LLC | 162,714 | $1.01M | 0.0% | -2.7% | 0.353% | |
8/16/2024 | Straight Path Wealth Management | 27,436 | $170K | 0.1% | +17.1% | 0.060% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 380,285 | $2.36M | 0.0% | +38.1% | 0.825% | |
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8/8/2024 | J.W. Cole Advisors Inc. | 30,501 | $189K | 0.0% | N/A | 0.066% | |
7/31/2024 | Commonwealth Equity Services LLC | 429,145 | $2.67M | 0.0% | -0.4% | 0.932% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 865,572 | $5.38M | 0.0% | +6.0% | 1.879% | |
7/26/2024 | Atomi Financial Group Inc. | 99,011 | $615K | 0.0% | +17.1% | 0.215% | |
7/20/2024 | Milestone Asset Management LLC | 234,836 | $1.46M | 0.4% | +170.8% | 0.510% | |
5/14/2024 | Owen LaRue LLC | 141,285 | $860K | 0.5% | -5.4% | 0.311% | |
5/7/2024 | Atomi Financial Group Inc. | 84,536 | $515K | 0.0% | +135.8% | 0.186% | |
4/29/2024 | Commonwealth Equity Services LLC | 430,885 | $2.62M | 0.0% | +1.2% | 0.949% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 275,353 | $1.68M | 0.0% | +75.7% | 0.606% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 816,568 | $4.97M | 0.0% | +47.9% | 1.798% | |
4/23/2024 | Milestone Asset Management LLC | 86,714 | $528K | 0.2% | N/A | 0.191% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 552,274 | $3.36M | 0.0% | +8.8% | 1.216% | |
2/9/2024 | Keystone Financial Group | 10,130 | $62K | 0.0% | N/A | 0.022% | |
2/8/2024 | Janney Montgomery Scott LLC | 125,259 | $762K | 0.0% | +21.3% | 0.276% | |
2/7/2024 | Principal Securities Inc. | 4,641 | $28K | 0.0% | N/A | 0.010% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 156,757 | $953K | 0.0% | +5.7% | 0.345% | |
1/23/2024 | Straight Path Wealth Management | 20,409 | $124K | 0.1% | N/A | 0.045% | |
1/19/2024 | Wagner Wealth Management LLC | 88,361 | $537K | 0.2% | N/A | 0.195% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 44,462 | $270K | 0.0% | +12.4% | 0.098% | |
1/9/2024 | IFP Advisors Inc | 424,769 | $2.58M | 0.1% | N/A | 0.935% | |
11/16/2023 | Owen LaRue LLC | 145,648 | $773K | 0.9% | -6.2% | 0.321% | |
11/13/2023 | LPL Financial LLC | 643,213 | $3.42M | 0.0% | +19.0% | 1.416% | |
11/13/2023 | Bison Wealth LLC | 42,315 | $225K | 0.0% | +14.5% | 0.093% | |
11/13/2023 | Kestra Advisory Services LLC | 315,261 | $1.67M | 0.0% | +51.0% | 0.694% | |
11/8/2023 | Janney Montgomery Scott LLC | 103,249 | $548K | 0.0% | +2.0% | 0.227% | |
10/24/2023 | Raymond James & Associates | 26,350 | $140K | 0.0% | -36.8% | 0.058% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 507,748 | $2.70M | 0.0% | +4.1% | 1.118% | |
8/14/2023 | Bison Wealth LLC | 36,949 | $192K | 0.0% | N/A | 0.081% | |
8/11/2023 | Natixis | 85,405 | $436K | 0.0% | -17.0% | 0.188% | |
8/11/2023 | Kestra Advisory Services LLC | 208,737 | $1.09M | 0.0% | +72.4% | 0.460% | |
8/11/2023 | Guggenheim Capital LLC | 370,318 | $1.93M | 0.0% | -38.3% | 0.815% | |
8/10/2023 | Commonwealth Equity Services LLC | 434,804 | $2.26M | 0.0% | +1.1% | 0.958% | |
8/10/2023 | Owen LaRue LLC | 155,214 | $827K | 0.9% | +80.3% | 0.342% | |
8/10/2023 | Sit Investment Associates Inc. | 1,795,297 | $9.34M | 0.2% | -6.3% | 3.954% | |
8/7/2023 | Keystone Financial Group | 10,130 | $53K | 0.0% | N/A | 0.022% | |
8/7/2023 | Lincoln National Corp | 11,950 | $62K | 0.0% | -24.6% | 0.026% | |
8/3/2023 | Atria Wealth Solutions Inc. | 21,254 | $111K | 0.0% | N/A | 0.047% | |
7/31/2023 | FSA Wealth Management LLC | 12,000 | $62K | 0.0% | N/A | 0.026% | |
7/26/2023 | Janney Montgomery Scott LLC | 101,239 | $526K | 0.0% | +24.6% | 0.223% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 39,871 | $207K | 0.0% | -8.9% | 0.088% | |
7/25/2023 | Ameritas Advisory Services LLC | 70,462 | $394K | 0.1% | -4.0% | 0.155% | |
7/20/2023 | Alpha Cubed Investments LLC | 12,000 | $62K | 0.0% | -15.1% | 0.026% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 487,553 | $2.54M | 0.0% | +0.9% | 1.074% | |
6/7/2023 | Atomi Financial Group Inc. | 37,195 | $198K | 0.1% | N/A | 0.082% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 483,382 | $2.57M | 0.0% | -2.5% | 1.077% | |
5/11/2023 | Guggenheim Capital LLC | 599,924 | $3.19M | 0.0% | -1.4% | 1.337% | |
5/10/2023 | LPL Financial LLC | 541,425 | $2.88M | 0.0% | +3.2% | 1.206% | |
5/2/2023 | Lincoln National Corp | 15,851 | $84K | 0.0% | -38.1% | 0.035% | |
4/28/2023 | Ameritas Advisory Services LLC | 73,426 | $391K | 0.0% | -33.5% | 0.164% | |
4/27/2023 | Alpha Cubed Investments LLC | 14,141 | $75K | 0.0% | +17.8% | 0.032% | |
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4/18/2023 | Keudell Morrison Wealth Management | 10,000 | $53K | 0.0% | N/A | 0.022% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 43,790 | $233K | 0.0% | +9.8% | 0.098% | |
4/14/2023 | Raymond James & Associates | 41,115 | $219K | 0.0% | -5.5% | 0.092% | |
2/10/2023 | Ameritas Advisory Services LLC | 110,444 | $546K | 0.0% | +62.2% | 0.246% | |
2/10/2023 | River Wealth Advisors LLC | 31,967 | $158K | 0.0% | N/A | 0.071% | |
2/10/2023 | Advisor Group Holdings Inc. | 599,342 | $2.96M | 0.0% | +0.4% | 1.335% | |
2/10/2023 | Sit Investment Associates Inc. | 2,395,914 | $11.84M | 0.3% | -3.7% | 5.338% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 495,585 | $2.45M | 0.0% | +0.7% | 1.104% | |
2/7/2023 | Commonwealth Equity Services LLC | 431,555 | $2.13M | 0.0% | +0.4% | 0.962% | |
2/7/2023 | LPL Financial LLC | 524,635 | $2.59M | 0.0% | -6.1% | 1.169% | |