8/15/2025 | MML Investors Services LLC | 84,116 | $1.16M | 0.0% | +48.2% | 0.409% | |
8/14/2025 | Raymond James Financial Inc. | 698,470 | $9.61M | 0.0% | +62.4% | 3.397% | |
8/13/2025 | Fisher Asset Management LLC | 38,588 | $531K | 0.0% | N/A | 0.188% | |
8/12/2025 | JPMorgan Chase & Co. | 25,889 | $356K | 0.0% | N/A | 0.126% | |
8/8/2025 | Thoroughbred Financial Services LLC | 58,494 | $804K | 0.1% | -19.3% | 0.286% | |
8/8/2025 | Cetera Investment Advisers | 767,499 | $10.56M | 0.0% | +74.7% | 3.752% | |
8/8/2025 | Kane Investment Management Inc. | 71,014 | $977K | 0.5% | +15.2% | 0.347% | |
8/7/2025 | Allworth Financial LP | 407,694 | $5.61M | 0.0% | +0.3% | 1.993% | |
8/7/2025 | Midwest Trust Co | 14,185 | $195K | 0.0% | N/A | 0.069% | |
8/6/2025 | Ethos Financial Group LLC | 24,000 | $330K | 0.0% | N/A | 0.117% | |
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8/5/2025 | Magnolia Capital Advisors LLC | 56,036 | $771K | 0.2% | +2.4% | 0.274% | |
8/1/2025 | GWN Securities Inc. | 52,772 | $726K | 0.1% | -85.6% | 0.258% | |
8/1/2025 | Envestnet Asset Management Inc. | 103,404 | $1.42M | 0.0% | +5.2% | 0.505% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 14,409 | $198K | 0.0% | -19.7% | 0.070% | |
7/31/2025 | WFA Asset Management Corp | 1,088,904 | $14.98M | 8.7% | +57.8% | 5.323% | |
7/29/2025 | Stephens Inc. AR | 10,204 | $140K | 0.0% | N/A | 0.050% | |
7/28/2025 | Mutual Advisors LLC | 29,264 | $414K | 0.0% | -31.4% | 0.143% | |
7/25/2025 | Concurrent Investment Advisors LLC | 107,751 | $1.48M | 0.0% | +11.8% | 0.527% | |
7/21/2025 | Ameritas Advisory Services LLC | 104,128 | $1.43M | 0.1% | -27.4% | 0.509% | |
7/18/2025 | Truist Financial Corp | 19,429 | $267K | 0.0% | +15.4% | 0.095% | |
7/17/2025 | Northwest Wealth Management LLC | 14,409 | $198K | 0.0% | -19.7% | 0.071% | |
7/17/2025 | Janney Montgomery Scott LLC | 84,911 | $1.17M | 0.0% | -73.1% | 0.416% | |
7/14/2025 | Park Avenue Securities LLC | 65,256 | $898K | 0.0% | +45.1% | 0.319% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 151,914 | $2.09M | 0.1% | -28.9% | 0.754% | |
5/21/2025 | Geneos Wealth Management Inc. | 70,355 | $898K | 0.0% | -1.1% | 0.357% | |
5/19/2025 | Jane Street Group LLC | 15,936 | $204K | 0.0% | N/A | 0.081% | |
5/14/2025 | Kestra Advisory Services LLC | 92,088 | $1.18M | 0.0% | -1.8% | 0.467% | |
5/13/2025 | Raymond James Financial Inc. | 430,022 | $5.49M | 0.0% | -1.4% | 2.180% | |
5/9/2025 | Thoroughbred Financial Services LLC | 72,486 | $925K | 0.1% | +26.1% | 0.372% | |
5/6/2025 | Cetera Investment Advisers | 439,307 | $5.61M | 0.0% | +77.7% | 2.252% | |
5/6/2025 | Financial Partners Group Inc | 15,286 | $195K | 0.0% | N/A | 0.078% | |
5/5/2025 | IFP Advisors Inc | 34,158 | $436K | 0.0% | -9.4% | 0.175% | |
5/1/2025 | CWM LLC | 4,000 | $51K | 0.0% | -39.7% | 0.021% | |
4/30/2025 | Allworth Financial LP | 406,311 | $4.99M | 0.0% | N/A | 2.083% | |
4/29/2025 | Envestnet Asset Management Inc. | 98,309 | $1.26M | 0.0% | -60.0% | 0.504% | |
4/29/2025 | Concurrent Investment Advisors LLC | 96,350 | $1.23M | 0.0% | +35.7% | 0.494% | |
4/28/2025 | Mutual Advisors LLC | 42,677 | $528K | 0.0% | -47.8% | 0.219% | |
4/25/2025 | Ameritas Advisory Services LLC | 143,416 | $1.84M | 0.1% | +18.7% | 0.735% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 437,951 | $5.59M | 0.0% | +19.9% | 2.245% | |
4/17/2025 | Janney Montgomery Scott LLC | 315,945 | $4.04M | 0.0% | -42.4% | 1.728% | |
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4/17/2025 | Dynamic Advisor Solutions LLC | 213,695 | $2.73M | 0.1% | -2.7% | 1.169% | |
4/14/2025 | WFA Asset Management Corp | 689,960 | $8.05M | 4.7% | -48.1% | 3.774% | |
4/14/2025 | Park Avenue Securities LLC | 44,970 | $574K | 0.0% | N/A | 0.246% | |
2/22/2025 | American Trust | 44,031 | $575K | 0.0% | +13.3% | 0.319% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 17,943 | $234K | 0.0% | -14.2% | 0.130% | |
2/17/2025 | Dunhill Financial LLC | 5,560 | $73K | 0.0% | N/A | 0.040% | |
2/17/2025 | Cetera Investment Advisers | 247,241 | $3.23M | 0.0% | +45.2% | 1.792% | |
2/17/2025 | Citadel Advisors LLC | 21,821 | $285K | 0.0% | +86.7% | 0.158% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 33,434 | $436K | 0.0% | -25.8% | 0.242% | |
2/13/2025 | Raymond James Financial Inc. | 436,037 | $5.69M | 0.0% | N/A | 3.160% | |
2/13/2025 | Envestnet Asset Management Inc. | 245,675 | $3.21M | 0.0% | -54.1% | 1.780% | |
2/12/2025 | Thoroughbred Financial Services LLC | 57,481 | $750K | 0.0% | +35.7% | 0.417% | |
2/12/2025 | Ausdal Financial Partners Inc. | 13,531 | $177K | 0.0% | N/A | 0.098% | |
2/11/2025 | LPL Financial LLC | 77,679 | $1.01M | 0.0% | +4.5% | 0.563% | |
2/10/2025 | GWN Securities Inc. | 49,747 | $673K | 0.2% | N/A | 0.360% | |
2/10/2025 | Northwest Wealth Management LLC | 17,942 | $234K | 0.0% | -14.2% | 0.130% | |
2/10/2025 | Commonwealth Equity Services LLC | 420,848 | $5.49M | 0.0% | +2.5% | 3.050% | |
2/6/2025 | Raymond James Financial Inc. | 436,037 | $5.69M | 0.0% | N/A | 3.160% | |
2/6/2025 | Bravias Capital Group LLC | 38,414 | $515K | 0.4% | N/A | 0.278% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,894 | $38K | 0.0% | N/A | 0.021% | |
2/3/2025 | Concurrent Investment Advisors LLC | 70,998 | $927K | 0.0% | +199.7% | 0.514% | |
1/24/2025 | WFA Asset Management Corp | 1,330,340 | $17.36M | 9.4% | +10.2% | 9.640% | |
1/21/2025 | Geneos Wealth Management Inc. | 71,142 | $928K | 0.0% | N/A | 0.516% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 219,521 | $2.87M | 0.1% | +3.7% | 1.591% | |
1/17/2025 | Mutual Advisors LLC | 81,730 | $1.07M | 0.0% | +140.6% | 0.592% | |
1/17/2025 | Janney Montgomery Scott LLC | 548,269 | $7.16M | 0.0% | +587.9% | 3.973% | |
1/15/2025 | Ameritas Advisory Services LLC | 120,789 | $1.58M | 0.1% | +13.4% | 0.875% | |
11/29/2024 | American Trust | 38,868 | $494K | 0.0% | -2.5% | 0.282% | |
11/15/2024 | MML Investors Services LLC | 345,167 | $4.39M | 0.0% | +2.6% | 2.501% | |
11/15/2024 | Jane Street Group LLC | 30,790 | $391K | 0.0% | N/A | 0.223% | |
11/7/2024 | Claro Advisors LLC | 39,173 | $498K | 0.1% | -29.0% | 0.284% | |
10/31/2024 | Concurrent Investment Advisors LLC | 23,693 | $301K | 0.0% | N/A | 0.172% | |
10/30/2024 | WFA Asset Management Corp | 1,207,052 | $15.34M | 8.3% | +10.9% | 8.747% | |
10/29/2024 | Janney Montgomery Scott LLC | 79,706 | $1.01M | 0.0% | +44.3% | 0.578% | |
10/17/2024 | Claro Advisors LLC | 17,829 | $227K | 0.0% | -67.7% | 0.129% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 211,721 | $2.69M | 0.1% | +5.9% | 1.534% | |
8/22/2024 | Cetera Investment Advisers | 87,731 | $1.06M | 0.0% | +139.9% | 0.636% | |
8/16/2024 | Magnolia Capital Advisors LLC | 17,915 | $216K | 0.0% | N/A | 0.130% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 45,688 | $551K | 0.0% | -6.4% | 0.331% | |
8/8/2024 | Envestnet Asset Management Inc. | 489,156 | $5.90M | 0.0% | +343.9% | 3.545% | |
8/8/2024 | Thoroughbred Financial Services LLC | 34,425 | $415K | 0.0% | +107.7% | 0.249% | |
8/5/2024 | Northwest Wealth Management LLC | 20,914 | $252K | 0.1% | -21.7% | 0.152% | |
7/31/2024 | Commonwealth Equity Services LLC | 295,558 | $3.56M | 0.0% | +4.9% | 2.142% | |
7/29/2024 | Ameritas Advisory Services LLC | 95,968 | $1.16M | 0.0% | +17.1% | 0.695% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 282,777 | $3.41M | 0.0% | +87.7% | 2.049% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 199,871 | $2.41M | 0.1% | +3.4% | 1.448% | |
6/11/2024 | American Trust | 39,951 | $466K | 0.0% | +4.8% | 0.290% | |
5/14/2024 | Northwest Wealth Management LLC | 26,697 | $312K | 0.1% | -4.1% | 0.193% | |
5/8/2024 | Thoroughbred Financial Services LLC | 16,576 | $193K | 0.0% | N/A | 0.120% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,594 | $217K | 0.0% | N/A | 0.135% | |
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4/29/2024 | Commonwealth Equity Services LLC | 281,812 | $3.29M | 0.0% | -4.4% | 2.103% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 150,638 | $1.76M | 0.0% | +317.8% | 1.124% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 493,614 | $5.76M | 0.0% | +62.9% | 3.684% | |
4/19/2024 | WFA Asset Management Corp | 690,401 | $8.06M | 4.2% | N/A | 5.003% | |
4/18/2024 | Claro Advisors LLC | 54,726 | $639K | 0.1% | +6.4% | 0.408% | |
2/14/2024 | Northwest Wealth Management LLC | 27,834 | $289K | 0.1% | -10.3% | 0.223% | |
2/8/2024 | Beacon Pointe Advisors LLC | 19,971 | $207K | 0.0% | -14.8% | 0.160% | |
2/7/2024 | Avantax Advisory Services Inc. | 15,437 | $160K | 0.0% | -18.3% | 0.123% | |
2/6/2024 | Petix & Botte Co | 23,440 | $243K | 0.1% | -18.8% | 0.188% | |
2/1/2024 | Townsend Asset Management Corp NC ADV | 11,116 | $115K | 0.1% | N/A | 0.089% | |