7/18/2025 | Chelsea Counsel Co. | 5,350 | $94K | 0.0% | +46.6% | 0.014% | |
7/18/2025 | PFG Investments LLC | 11,189 | $197K | 0.0% | -22.4% | 0.030% | |
7/17/2025 | Janney Montgomery Scott LLC | 35,832 | $630K | 0.0% | -3.8% | 0.097% | |
7/14/2025 | Wealth Advisory Solutions LLC | 24,725 | $435K | 0.1% | +44.2% | 0.067% | |
7/11/2025 | Farther Finance Advisors LLC | 22,080 | $388K | 0.0% | +4.3% | 0.060% | |
7/11/2025 | Global X Japan Co. Ltd. | 424,451 | $7.46M | 0.8% | +22.9% | 1.152% | |
5/22/2025 | Chelsea Counsel Co. | 3,650 | $69K | 0.0% | +62.2% | 0.010% | |
5/16/2025 | Arete Wealth Advisors LLC | 12,500 | $236K | 0.0% | -11.1% | 0.035% | |
5/16/2025 | Goldman Sachs Group Inc. | 84,127 | $1.59M | 0.0% | +700.4% | 0.229% | |
5/16/2025 | Jones Financial Companies Lllp | 18,815 | $354K | 0.0% | +58.9% | 0.052% | |
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5/15/2025 | Royal Bank of Canada | 118,261 | $2.23M | 0.0% | +11.4% | 0.328% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 42,189 | $795K | 0.0% | +40.0% | 0.117% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 17,580 | $331K | 0.2% | -6.9% | 0.049% | |
5/13/2025 | HighTower Advisors LLC | 11,416 | $215K | 0.0% | N/A | 0.032% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,614 | $275K | 0.0% | +13.6% | 0.041% | |
5/9/2025 | Advyzon Investment Management LLC | 21,442 | $404K | 0.2% | -15.6% | 0.061% | |
5/8/2025 | US Bancorp DE | 5,320 | $100K | 0.0% | N/A | 0.015% | |
5/7/2025 | Foundations Investment Advisors LLC | 18,120 | $341K | 0.0% | -10.7% | 0.051% | |
5/7/2025 | LPL Financial LLC | 938,037 | $17.67M | 0.0% | +8.3% | 2.663% | |
5/6/2025 | Cetera Investment Advisers | 68,603 | $1.29M | 0.0% | N/A | 0.195% | |
5/6/2025 | AE Wealth Management LLC | 926,183 | $17.45M | 0.1% | -4.0% | 2.629% | |
5/6/2025 | Wedbush Securities Inc. | 38,033 | $717K | 0.0% | -7.7% | 0.108% | |
5/5/2025 | Kestra Private Wealth Services LLC | 17,224 | $324K | 0.0% | +9.0% | 0.049% | |
5/5/2025 | Private Advisor Group LLC | 11,110 | $209K | 0.0% | +5.5% | 0.032% | |
5/5/2025 | Transce3nd LLC | 4,217 | $79K | 0.0% | -34.8% | 0.012% | |
5/2/2025 | Kingsview Wealth Management LLC | 32,907 | $620K | 0.0% | +13.7% | 0.093% | |
5/2/2025 | Wealthfront Advisers LLC | 289,826 | $5.46M | 0.0% | +6.8% | 0.823% | |
5/2/2025 | SBI Securities Co. Ltd. | 6,644 | $125K | 0.0% | +13.5% | 0.019% | |
5/2/2025 | Apollon Wealth Management LLC | 25,998 | $490K | 0.0% | -23.3% | 0.074% | |
4/30/2025 | Stratos Wealth Partners LTD. | 66,685 | $1.26M | 0.0% | -5.7% | 0.189% | |
4/30/2025 | NTV Asset Management LLC | 26,725 | $503K | 0.1% | -4.4% | 0.076% | |
4/29/2025 | Envestnet Asset Management Inc. | 66,084 | $1.25M | 0.0% | +11.7% | 0.188% | |
4/29/2025 | SMART Wealth LLC | 138,558 | $2.61M | 0.9% | +4.4% | 0.393% | |
4/28/2025 | Mutual Advisors LLC | 29,865 | $535K | 0.0% | +149.6% | 0.085% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 118,000 | $2.21M | 0.0% | -11.9% | 0.335% | |
4/23/2025 | Eagle Strategies LLC | 36,782 | $693K | 0.1% | +59.3% | 0.104% | |
4/22/2025 | PFG Investments LLC | 14,422 | $272K | 0.0% | -10.9% | 0.041% | |
4/22/2025 | Cornerstone Management Inc. | 11,663 | $220K | 0.0% | -5.3% | 0.033% | |
4/21/2025 | Curran Financial Partners LLC | 350,001 | $6.59M | 1.6% | +10.5% | 0.993% | |
4/21/2025 | Global X Japan Co. Ltd. | 345,300 | $6.51M | 0.7% | +17.0% | 0.980% | |
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4/21/2025 | LifeWealth Investments LLC | 23,619 | $445K | 0.2% | +51.1% | 0.067% | |
4/15/2025 | Simplicity Wealth LLC | 15,867 | $299K | 0.0% | N/A | 0.046% | |
4/14/2025 | Farther Finance Advisors LLC | 21,173 | $400K | 0.0% | -11.9% | 0.061% | |
4/14/2025 | Daymark Wealth Partners LLC | 10,789 | $203K | 0.0% | N/A | 0.031% | |
3/6/2025 | Wood Tarver Financial Group LLC | 3,478 | $62K | 0.0% | N/A | 0.010% | |
2/28/2025 | Park Square Financial Group LLC | 10,635 | $192K | 0.1% | N/A | 0.031% | |
2/27/2025 | Chelsea Counsel Co. | 2,250 | $41K | 0.0% | +50.0% | 0.006% | |
2/26/2025 | LifeWealth Investments LLC | 15,631 | $282K | 0.2% | N/A | 0.045% | |
2/17/2025 | Two Sigma Investments LP | 36,200 | $653K | 0.0% | -64.7% | 0.101% | |
2/17/2025 | Bank of America Corp DE | 834,479 | $15.05M | 0.0% | +61.1% | 2.336% | |
2/14/2025 | Eagle Strategies LLC | 23,089 | $416K | 0.1% | +6.0% | 0.065% | |
2/14/2025 | Talon Private Wealth LLC | 29,530 | $532K | 0.2% | N/A | 0.083% | |
2/14/2025 | Comerica Bank | 2,644 | $48K | 0.0% | N/A | 0.007% | |
2/14/2025 | Transce3nd LLC | 6,469 | $117K | 0.0% | N/A | 0.018% | |
2/13/2025 | Mariner LLC | 27,540 | $497K | 0.0% | -6.0% | 0.077% | |
2/13/2025 | Scotia Capital Inc. | 14,136 | $255K | 0.0% | N/A | 0.040% | |
2/13/2025 | TRUE Private Wealth Advisors | 14,983 | $270K | 0.0% | N/A | 0.042% | |
2/13/2025 | Raymond James Financial Inc. | 149,265 | $2.69M | 0.0% | N/A | 0.418% | |
2/13/2025 | Envestnet Asset Management Inc. | 59,165 | $1.07M | 0.0% | -4.3% | 0.166% | |
2/13/2025 | Wedbush Securities Inc. | 41,188 | $743K | 0.0% | -6.9% | 0.115% | |
2/13/2025 | Wells Fargo & Company MN | 658,211 | $11.87M | 0.0% | +6.7% | 1.842% | |
2/12/2025 | Arete Wealth Advisors LLC | 14,055 | $253K | 0.0% | N/A | 0.039% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,553 | $28K | 0.0% | +199.8% | 0.004% | |
2/12/2025 | Slagle Financial LLC | 11,007 | $198K | 0.1% | -20.2% | 0.031% | |
2/12/2025 | JPMorgan Chase & Co. | 39,820 | $718K | 0.0% | +23.2% | 0.111% | |
2/11/2025 | LPL Financial LLC | 866,310 | $15.62M | 0.0% | +7.1% | 2.425% | |
2/10/2025 | Commonwealth Equity Services LLC | 191,379 | $3.45M | 0.0% | +2.7% | 0.536% | |
2/10/2025 | Avantax Advisory Services Inc. | 18,839 | $340K | 0.0% | -27.3% | 0.053% | |
2/10/2025 | Farther Finance Advisors LLC | 24,020 | $433K | 0.0% | +13.1% | 0.067% | |
2/7/2025 | Wealthfront Advisers LLC | 110,149 | $1.99M | 0.0% | -58.3% | 0.308% | |
2/6/2025 | Raymond James Financial Inc. | 149,265 | $2.69M | 0.0% | N/A | 0.418% | |
2/6/2025 | Patten Group Inc. | 15,367 | $277K | 0.1% | -13.9% | 0.043% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 25,156 | $454K | 0.0% | +7.2% | 0.070% | |
2/6/2025 | SBI Securities Co. Ltd. | 5,856 | $106K | 0.0% | N/A | 0.016% | |
2/6/2025 | Jones Financial Companies Lllp | 11,841 | $213K | 0.0% | +59.5% | 0.033% | |
2/3/2025 | Advyzon Investment Management LLC | 25,418 | $458K | 0.2% | N/A | 0.071% | |
2/3/2025 | Private Advisor Group LLC | 10,528 | $190K | 0.0% | -43.0% | 0.029% | |
2/3/2025 | Good Life Advisors LLC | 24,677 | $445K | 0.0% | -49.4% | 0.069% | |
1/31/2025 | Global Retirement Partners LLC | 28,625 | $516K | 0.0% | -4.8% | 0.080% | |
1/31/2025 | Truist Financial Corp | 21,398 | $386K | 0.0% | -19.7% | 0.060% | |
1/31/2025 | NTV Asset Management LLC | 27,950 | $504K | 0.1% | -26.4% | 0.078% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 20,323 | $366K | 0.4% | -25.0% | 0.057% | |
1/29/2025 | Pineridge Advisors LLC | 2,273 | $41K | 0.0% | -31.7% | 0.006% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 2,520 | $45K | 0.0% | N/A | 0.007% | |
1/28/2025 | Kingsview Wealth Management LLC | 28,937 | $522K | 0.0% | N/A | 0.081% | |
1/28/2025 | Apollon Wealth Management LLC | 33,893 | $611K | 0.0% | -4.5% | 0.095% | |
1/28/2025 | SMART Wealth LLC | 132,659 | $2.39M | 0.9% | +7.1% | 0.371% | |
1/28/2025 | Global X Japan Co. Ltd. | 295,111 | $5.32M | 0.7% | +15.3% | 0.826% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 134,000 | $2.40M | 0.0% | -1.5% | 0.375% | |
1/27/2025 | Stratos Wealth Partners LTD. | 70,753 | $1.28M | 0.0% | +7.5% | 0.198% | |
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1/23/2025 | Crews Bank & Trust | 7,305 | $132K | 0.0% | N/A | 0.020% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 18,875 | $340K | 0.2% | -7.8% | 0.053% | |
1/22/2025 | Foundations Investment Advisors LLC | 20,300 | $366K | 0.0% | -3.5% | 0.057% | |
1/22/2025 | Curran Financial Partners LLC | 316,714 | $5.71M | 1.5% | +9.5% | 0.886% | |
1/22/2025 | PFG Investments LLC | 16,194 | $292K | 0.0% | -7.6% | 0.045% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 107,666 | $1.94M | 0.5% | +344.3% | 0.301% | |
1/21/2025 | RFG Advisory LLC | 21,352 | $385K | 0.0% | -19.2% | 0.060% | |
1/17/2025 | Mutual Advisors LLC | 11,964 | $220K | 0.0% | -18.3% | 0.033% | |
1/17/2025 | Janney Montgomery Scott LLC | 37,614 | $678K | 0.0% | -18.2% | 0.105% | |
12/26/2024 | JPMorgan Chase & Co. | 32,314 | $604K | 0.0% | -14.8% | 0.090% | |