7/23/2025 | Heck Capital Advisors LLC | 9,561 | $223K | 0.0% | N/A | 0.079% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 277,694 | $6.48M | 0.1% | -45.6% | 2.300% | |
7/22/2025 | Belpointe Asset Management LLC | 9,575 | $223K | 0.0% | N/A | 0.079% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,273 | $53K | 0.0% | N/A | 0.019% | |
7/17/2025 | Centennial Wealth Advisory LLC | 80,421 | $1.88M | 0.6% | +50.7% | 0.669% | |
7/17/2025 | Janney Montgomery Scott LLC | 46,528 | $1.09M | 0.0% | N/A | 0.387% | |
7/17/2025 | Beacon Capital Management LLC | 1,766 | $41K | 0.0% | N/A | 0.015% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 341,577 | $7.89M | 0.0% | N/A | 3.009% | |
7/7/2025 | Park Edge Advisors LLC | 612,977 | $14.30M | 3.7% | +43.3% | 5.585% | |
5/19/2025 | Jane Street Group LLC | 51,964 | $1.19M | 0.0% | +222.4% | 0.727% | |
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5/14/2025 | Napa Wealth Management | 23,180 | $532K | 0.3% | -10.9% | 0.314% | |
5/14/2025 | Summit Financial LLC | 146,249 | $3.36M | 0.1% | +733.0% | 1.982% | |
5/6/2025 | Avantax Advisory Services Inc. | 41,902 | $961K | 0.0% | +10.4% | 0.568% | |
5/6/2025 | AE Wealth Management LLC | 559,274 | $12.83M | 0.1% | +9.6% | 7.578% | |
4/29/2025 | Envestnet Asset Management Inc. | 27,835 | $639K | 0.0% | -44.8% | 0.377% | |
4/23/2025 | SFG Wealth Management LLC. | 83,007 | $1.90M | 0.9% | +157.1% | 1.125% | |
4/22/2025 | Flagship Harbor Advisors LLC | 219,498 | $5.04M | 0.3% | +19.5% | 3.252% | |
4/21/2025 | Centennial Wealth Advisory LLC | 53,352 | $1.22M | 0.4% | +23.1% | 0.790% | |
4/10/2025 | Park Edge Advisors LLC | 427,801 | $9.81M | 2.7% | +4.6% | 6.338% | |
4/9/2025 | Mid American Wealth Advisory Group Inc. | 129,895 | $2.98M | 1.6% | +26.4% | 1.924% | |
2/17/2025 | Napa Wealth Management | 26,007 | $567K | 0.2% | +42.7% | 0.559% | |
2/14/2025 | Jane Street Group LLC | 16,118 | $352K | 0.0% | N/A | 0.347% | |
2/13/2025 | Envestnet Asset Management Inc. | 50,406 | $1.10M | 0.0% | +56.1% | 1.084% | |
2/12/2025 | Summit Financial LLC | 17,556 | $383K | 0.0% | N/A | 0.378% | |
2/12/2025 | Orion Portfolio Solutions LLC | 23,344 | $509K | 0.0% | -38.1% | 0.502% | |
2/11/2025 | LPL Financial LLC | 25,853 | $564K | 0.0% | +25.2% | 0.556% | |
2/11/2025 | Simplify Asset Management Inc. | 1,299,393 | $28.34M | 1.4% | -5.5% | 27.944% | |
2/10/2025 | Commonwealth Equity Services LLC | 175,977 | $3.84M | 0.0% | +3.8% | 3.784% | |
2/10/2025 | Avantax Advisory Services Inc. | 37,954 | $828K | 0.0% | -3.7% | 0.816% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 82,930 | $1.81M | 0.0% | +32.3% | 1.783% | |
1/31/2025 | Truist Financial Corp | 239,171 | $5.22M | 0.0% | +17.5% | 5.143% | |
1/27/2025 | Centennial Wealth Advisory LLC | 43,356 | $946K | 0.4% | -10.9% | 0.932% | |
1/21/2025 | Park Edge Advisors LLC | 408,930 | $8.92M | 2.6% | -3.2% | 8.794% | |
1/21/2025 | Flagship Harbor Advisors LLC | 183,702 | $4.01M | 0.2% | +45.8% | 3.951% | |
1/16/2025 | SFG Wealth Management LLC. | 32,285 | $704K | 0.4% | N/A | 0.694% | |
1/13/2025 | Mid American Wealth Advisory Group Inc. | 102,798 | $2.24M | 1.3% | +61.3% | 2.211% | |
11/15/2024 | Orion Portfolio Solutions LLC | 37,699 | $895K | 0.0% | +20.1% | 0.811% | |
11/7/2024 | Napa Wealth Management | 18,224 | $433K | 0.2% | N/A | 0.392% | |
11/6/2024 | Simplify Asset Management Inc. | 1,374,907 | $32.64M | 1.5% | -66.0% | 29.568% | |
10/30/2024 | Centennial Wealth Advisory LLC | 48,685 | $1.16M | 0.5% | N/A | 1.047% | |
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10/24/2024 | Park Edge Advisors LLC | 422,647 | $10.03M | 2.9% | +7.9% | 9.089% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 63,714 | $1.51M | 0.9% | N/A | 1.370% | |
8/21/2024 | Truist Financial Corp | 179,277 | $4.12M | 0.0% | +1,018.0% | 3.855% | |
8/13/2024 | AE Wealth Management LLC | 17,497 | $402K | 0.0% | N/A | 0.376% | |
8/13/2024 | Simplify Asset Management Inc. | 4,045,997 | $92.92M | 6.2% | +2,600.0% | 87.011% | |
7/31/2024 | Commonwealth Equity Services LLC | 166,715 | $3.83M | 0.0% | +2.8% | 3.585% | |
7/26/2024 | Park Edge Advisors LLC | 391,785 | $9.00M | 2.7% | +17.3% | 8.425% | |
7/19/2024 | SFG Wealth Management LLC. | 22,976 | $528K | 0.3% | N/A | 0.494% | |
5/8/2024 | Avantax Advisory Services Inc. | 43,088 | $988K | 0.0% | +20.1% | 0.927% | |
4/29/2024 | Commonwealth Equity Services LLC | 162,228 | $3.72M | 0.0% | +1.4% | 3.466% | |
4/19/2024 | Park Edge Advisors LLC | 333,945 | $7.66M | 2.1% | +231.6% | 7.136% | |
2/7/2024 | Avantax Advisory Services Inc. | 35,888 | $819K | 0.0% | +56.6% | 1.631% | |
1/18/2024 | Relyea Zuckerberg Hanson LLC | 9,188 | $210K | 0.0% | N/A | 0.418% | |
1/12/2024 | Park Edge Advisors LLC | 100,704 | $2.30M | 0.8% | +30.4% | 4.577% | |
11/8/2023 | Avantax Advisory Services Inc. | 22,914 | $495K | 0.0% | N/A | 1.042% | |
10/23/2023 | Commonwealth Equity Services LLC | 101,218 | $2.19M | 0.0% | -36.5% | 4.601% | |
10/11/2023 | Park Edge Advisors LLC | 77,225 | $1.67M | 0.6% | N/A | 3.510% | |
8/10/2023 | Commonwealth Equity Services LLC | 159,475 | $3.48M | 0.0% | N/A | 7.249% | |
5/10/2023 | Simplify Asset Management Inc. | 405,498 | $8.89M | 1.3% | -17.1% | 21.919% | |
2/10/2023 | Simplify Asset Management Inc. | 489,334 | $10.46M | 1.6% | -52.2% | 26.450% | |
2/7/2023 | Envestnet Asset Management Inc. | 12,006 | $257K | 0.0% | N/A | 0.649% | |
11/14/2022 | Wolverine Trading LLC | 25,942 | $570K | 0.0% | N/A | 1.090% | |
8/11/2022 | Simplify Asset Management Inc. | 1,287,467 | $28.65M | 1.1% | +33.3% | 55.256% | |