2/22/2024 | Napa Wealth Management | 23,213 | $848K | 0.5% | N/A | 2.110% | |
2/15/2024 | Modern Wealth Management LLC | 153,196 | $5.59M | 0.7% | N/A | 13.927% | |
2/13/2024 | Envestnet Asset Management Inc. | 6,388 | $233K | 0.0% | N/A | 0.581% | |
2/13/2024 | Cetera Advisor Networks LLC | 17,156 | $626K | 0.0% | N/A | 1.560% | |
1/16/2024 | Pacer Advisors Inc. | 430,027 | $15.70M | 0.0% | +17.8% | 39.093% | |
1/10/2024 | Cornerstone Wealth Management LLC | 10,988 | $401K | 0.0% | N/A | 0.999% | |
|
11/15/2023 | Royal Bank of Canada | 27,294 | $977K | 0.0% | +53.6% | 2.481% | |
11/9/2023 | UBS Group AG | 3,089 | $111K | 0.0% | -12.1% | 0.281% | |
11/8/2023 | HighTower Advisors LLC | 13,492 | $484K | 0.0% | -3.1% | 1.227% | |
11/8/2023 | D.A. Davidson & CO. | 50,770 | $1.82M | 0.0% | -54.6% | 4.615% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,675 | $454K | 0.0% | -22.5% | 1.152% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 9,133 | $327K | 0.0% | -4.2% | 0.830% | |
8/15/2023 | Royal Bank of Canada | 17,764 | $612K | 0.0% | +33.1% | 1.615% | |
8/11/2023 | D.A. Davidson & CO. | 111,910 | $3.86M | 0.0% | -4.3% | 10.174% | |
8/10/2023 | Commonwealth Equity Services LLC | 16,364 | $564K | 0.0% | +7.5% | 1.488% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 9,533 | $328K | 0.0% | +17.9% | 0.867% | |
7/12/2023 | Pacer Advisors Inc. | 327,120 | $11.27M | 0.0% | +30.1% | 29.738% | |
5/18/2023 | JPMorgan Chase & Co. | 2,000 | $69K | 0.0% | N/A | 0.182% | |
5/17/2023 | Advisory Services Network LLC | 2,378 | $82K | 0.0% | N/A | 0.216% | |
5/16/2023 | Susquehanna International Group LLP | 32,530 | $1.13M | 0.0% | +166.3% | 2.957% | |
5/12/2023 | UBS Group AG | 712 | $25K | 0.0% | -31.6% | 0.065% | |
5/12/2023 | HighTower Advisors LLC | 14,373 | $503K | 0.0% | -36.7% | 1.307% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 6,565 | $227K | 0.0% | +8.5% | 0.597% | |
5/11/2023 | Envestnet Asset Management Inc. | 6,548 | $227K | 0.0% | N/A | 0.595% | |
5/11/2023 | Commonwealth Equity Services LLC | 15,229 | $527K | 0.0% | -93.6% | 1.384% | |
5/5/2023 | Truist Financial Corp | 75,209 | $2.60M | 0.0% | -1.2% | 6.837% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 8,083 | $280K | 0.0% | N/A | 0.735% | |
5/4/2023 | Barber Financial Group Inc. | 189,143 | $6.55M | 1.2% | +86.2% | 17.195% | |
5/2/2023 | Pacer Advisors Inc. | 251,394 | $8.71M | 0.0% | +50.5% | 22.854% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,194 | $43K | 0.0% | N/A | 0.109% | |
4/25/2023 | D.A. Davidson & CO. | 116,962 | $4.05M | 0.0% | -19.1% | 10.633% | |
2/15/2023 | Smart Portfolios LLC | 14,334 | $516K | 1.0% | N/A | 1.303% | |
2/15/2023 | Jane Street Group LLC | 28,642 | $1.03M | 0.0% | N/A | 2.604% | |
2/14/2023 | Susquehanna International Group LLP | 12,215 | $440K | 0.0% | -60.0% | 1.110% | |
2/10/2023 | Advisor Group Holdings Inc. | 20,105 | $724K | 0.0% | +357.9% | 1.828% | |
2/9/2023 | HighTower Advisors LLC | 22,693 | $818K | 0.0% | +117.5% | 2.063% | |
2/8/2023 | UBS Group AG | 1,041 | $37K | 0.0% | +65.5% | 0.095% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 6,048 | $218K | 0.0% | N/A | 0.550% | |
2/7/2023 | IFP Advisors Inc | 4,068 | $107K | 0.0% | -12.1% | 0.370% | |
2/6/2023 | Pacer Advisors Inc. | 167,092 | $6.02M | 0.0% | +26.7% | 15.190% | |
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2/3/2023 | D.A. Davidson & CO. | 144,527 | $5.20M | 0.1% | N/A | 13.139% | |
2/1/2023 | Barber Financial Group Inc. | 101,600 | $3.66M | 1.0% | +128.9% | 9.236% | |
1/31/2023 | Kestra Advisory Services LLC | 8,781 | $316K | 0.0% | N/A | 0.798% | |
10/26/2022 | Truist Financial Corp | 76,005 | $2.59M | 0.0% | N/A | 12.668% | |
10/25/2022 | Barber Financial Group Inc. | 44,378 | $1.39M | 0.4% | +403.1% | 7.396% | |
10/18/2022 | Pacer Advisors Inc. | 131,922 | $4.13M | 0.0% | +198.7% | 21.987% | |
10/12/2022 | Howard Financial Services LTD. | 7,581 | $237K | 0.1% | N/A | 1.378% | |
8/17/2022 | International Assets Investment Management LLC | 38,099 | $1.23M | 0.1% | N/A | 12.700% | |
8/15/2022 | Citadel Advisors LLC | 8,786 | $286K | 0.0% | -64.5% | 2.929% | |
8/4/2022 | Barber Financial Group Inc. | 8,821 | $288K | 0.0% | N/A | 2.940% | |
7/14/2022 | Strategic Asset Management LLC | 766 | $25K | 0.0% | +1,432.0% | 0.255% | |
5/4/2022 | Advisor Group Holdings Inc. | 24,099 | $1.05M | 0.0% | -93.4% | 9.640% | |
4/5/2022 | Pacer Advisors Inc. | 40,835 | $1.61M | 0.0% | +130.3% | 16.334% | |
2/3/2022 | Advisor Group Holdings Inc. | 364,995 | $15.78M | 0.0% | +34,139.7% | 38.421% | |
2/3/2022 | Pacer Advisors Inc. | 17,734 | $767K | 0.0% | -35.1% | 1.867% | |
1/20/2022 | Kestra Advisory Services LLC | 4,801 | $208K | 0.0% | N/A | 0.873% | |
1/13/2022 | Calton & Associates Inc. | 4,646 | $200K | 0.1% | N/A | 0.845% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,066 | $41K | 0.0% | +60.1% | 0.711% | |
10/15/2021 | Pacer Advisors Inc. | 27,342 | $1.04M | 0.0% | N/A | 18.228% | |
8/2/2021 | Advisor Group Holdings Inc. | 666 | $26K | 0.0% | N/A | 0.666% | |
5/12/2021 | UBS Group AG | 858 | $31K | 0.0% | N/A | 0.858% | |
10/19/2020 | Pacer Advisors Inc. | 8,767 | $243K | 0.0% | -53.1% | 17.534% | |
7/29/2020 | Pacer Advisors Inc. | 18,706 | $478K | 0.0% | +100.0% | 37.412% | |
4/23/2020 | Pacer Advisors Inc. | 9,353 | $207K | 0.0% | -5.2% | 18.706% | |
4/21/2020 | Optimum Investment Advisors | 3,627 | $71K | 0.0% | N/A | 7.254% | |