7/3/2025 | First Hawaiian Bank | 139,987 | $4.99M | 0.7% | +41.8% | 0.322% | |
7/2/2025 | HBW Advisory Services LLC | 45,253 | $1.61M | 0.2% | +230.8% | 0.104% | |
6/4/2025 | First Hawaiian Bank | 98,730 | $3.22M | 0.2% | +196.8% | 0.236% | |
5/19/2025 | Jane Street Group LLC | 376,725 | $12.28M | 0.0% | -19.3% | 0.899% | |
5/16/2025 | Jones Financial Companies Lllp | 328,722 | $10.71M | 0.0% | +755.1% | 0.820% | |
5/16/2025 | Clark Capital Management Group Inc. | 26,113 | $851K | 0.0% | -13.3% | 0.065% | |
5/15/2025 | Betterment LLC | 9,777 | $319K | 0.0% | +13.3% | 0.024% | |
5/15/2025 | Titleist Asset Management LLC | 25,984 | $847K | 0.1% | -85.4% | 0.065% | |
5/14/2025 | CreativeOne Wealth LLC | 65,637 | $2.14M | 0.1% | -0.9% | 0.164% | |
5/14/2025 | Jane Street Group LLC | 376,725 | $12.28M | 0.0% | -19.3% | 0.939% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 564,672 | $18.40M | 0.0% | +10.3% | 1.408% | |
5/14/2025 | Kestra Advisory Services LLC | 197,619 | $6.44M | 0.0% | +938.5% | 0.493% | |
5/14/2025 | Barnes Wealth Management Group Inc | 7,935 | $259K | 0.2% | +11.8% | 0.020% | |
5/14/2025 | Flow Traders U.S. LLC | 96,308 | $3.14M | 0.1% | +7.1% | 0.240% | |
5/14/2025 | Capital Analysts LLC | 617,457 | $20.12M | 0.8% | +1,497.7% | 1.540% | |
5/14/2025 | Legacy Financial Advisors Inc. | 859,866 | $28.02M | 4.7% | +27.7% | 2.144% | |
5/13/2025 | TriaGen Wealth Management LLC | 413,081 | $13.46M | 4.7% | +5.8% | 1.030% | |
5/13/2025 | Raymond James Financial Inc. | 556,996 | $18.15M | 0.0% | +22.1% | 1.389% | |
5/12/2025 | Benjamin Edwards Inc. | 26,473 | $863K | 0.0% | +176.5% | 0.066% | |
5/12/2025 | Savvy Advisors Inc. | 13,526 | $441K | 0.0% | +17.4% | 0.034% | |
5/9/2025 | Atria Wealth Solutions Inc. | 44,026 | $1.44M | 0.0% | -6.4% | 0.110% | |
5/9/2025 | Cary Street Partners Financial LLC | 140,173 | $4.57M | 0.1% | -0.7% | 0.350% | |
5/9/2025 | Thoroughbred Financial Services LLC | 215,687 | $7.03M | 0.4% | -3.2% | 0.538% | |
5/8/2025 | BCGM Wealth Management LLC | 105,891 | $3.45M | 1.1% | -55.7% | 0.264% | |
5/8/2025 | Harbour Investments Inc. | 107,126 | $3.49M | 0.1% | +11.3% | 0.267% | |
5/8/2025 | CAP Partners LLC | 18,289 | $596K | 0.4% | +7.9% | 0.046% | |
5/7/2025 | LPL Financial LLC | 3,766,397 | $122.75M | 0.0% | +2.6% | 9.393% | |
5/6/2025 | Cetera Investment Advisers | 581,434 | $18.95M | 0.0% | +15.5% | 1.450% | |
5/6/2025 | Avantax Advisory Services Inc. | 21,654 | $706K | 0.0% | +19.0% | 0.054% | |
5/5/2025 | Integrated Capital Management LLC | 287,556 | $9.37M | 5.2% | +1.9% | 0.717% | |
5/5/2025 | Kestra Private Wealth Services LLC | 408,341 | $13.31M | 0.2% | +5.9% | 1.018% | |
5/5/2025 | Private Advisor Group LLC | 148,838 | $4.85M | 0.0% | +11.2% | 0.371% | |
5/2/2025 | LMG Wealth Partners LLC | 244,037 | $7.95M | 1.8% | +2.5% | 0.609% | |
5/2/2025 | Prepared Retirement Institute LLC | 112,819 | $3.68M | 2.3% | +6.1% | 0.281% | |
5/1/2025 | CWM LLC | 709,810 | $23.13M | 0.1% | -0.4% | 1.770% | |
4/30/2025 | Slagle Financial LLC | 31,880 | $1.04M | 0.5% | +18.7% | 0.080% | |
4/30/2025 | Silverlake Wealth Management LLC | 19,357 | $631K | 0.2% | +26.8% | 0.048% | |
4/30/2025 | Ridgeline Wealth Planning LLC | 103,581 | $3.38M | 3.3% | +11.4% | 0.258% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,111 | $232K | 0.0% | -22.4% | 0.018% | |
4/30/2025 | Crossmark Global Holdings Inc. | 11,949 | $386K | 0.0% | N/A | 0.030% | |
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4/29/2025 | Envestnet Asset Management Inc. | 149,435 | $4.87M | 0.0% | -36.8% | 0.373% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 331,544 | $10.81M | 2.4% | +12.3% | 0.827% | |
4/29/2025 | Bank of New York Mellon Corp | 178,575 | $5.82M | 0.0% | +1,659.9% | 0.445% | |
4/28/2025 | Castle Wealth Management LLC | 124,552 | $4.06M | 1.6% | N/A | 0.311% | |
4/28/2025 | Mutual Advisors LLC | 105,460 | $3.53M | 0.1% | +6.3% | 0.263% | |
4/28/2025 | Novem Group | 60,104 | $1.96M | 0.3% | -17.4% | 0.150% | |
4/28/2025 | Private Trust Co. NA | 7,974 | $260K | 0.0% | +30.5% | 0.020% | |
4/25/2025 | Koshinski Asset Management Inc. | 310,327 | $10.11M | 0.9% | +39.5% | 0.774% | |
4/25/2025 | Valley National Advisers Inc. | 1,525 | $49K | 0.0% | N/A | 0.004% | |
4/25/2025 | Meridian Financial LLC | 10,743 | $350K | 0.2% | +4.2% | 0.027% | |
4/23/2025 | Goldstein Advisors LLC | 16,889 | $550K | 0.1% | -5.0% | 0.043% | |
4/22/2025 | Flagship Harbor Advisors LLC | 405,910 | $13.23M | 0.7% | +21.9% | 1.033% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 880,394 | $28.69M | 0.1% | +3.5% | 2.240% | |
4/22/2025 | Midwest Financial Group LLC | 17,765 | $579K | 0.3% | +43.2% | 0.045% | |
4/18/2025 | Cornerstone Wealth Management LLC | 25,240 | $823K | 0.1% | +7.0% | 0.064% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 11,634 | $379K | 0.2% | -6.4% | 0.030% | |
4/17/2025 | Highline Wealth Partners LLC | 1,770 | $58K | 0.0% | N/A | 0.005% | |
4/17/2025 | Sowell Financial Services LLC | 29,930 | $975K | 0.0% | +22.6% | 0.076% | |
4/17/2025 | Janney Montgomery Scott LLC | 165,813 | $5.40M | 0.0% | -40.8% | 0.422% | |
4/16/2025 | Southland Equity Partners LLC | 37,974 | $1.24M | 0.3% | +5.3% | 0.097% | |
4/16/2025 | Powers Advisory Group LLC | 19,494 | $635K | 0.3% | +174.8% | 0.050% | |
4/16/2025 | Defined Wealth Management LLC | 121,021 | $3.94M | 2.7% | +0.5% | 0.308% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 8,098 | $264K | 0.0% | N/A | 0.021% | |
4/15/2025 | CX Institutional | 24,775 | $807K | 0.0% | N/A | 0.063% | |
4/14/2025 | Whitaker Myers Wealth Managers LTD. | 20,119 | $656K | 0.2% | +8.0% | 0.051% | |
4/10/2025 | Retirement Planning Group LLC | 4,259,032 | $138.80M | 6.5% | +145.1% | 10.837% | |
4/9/2025 | RFG Advisory LLC | 25,545 | $833K | 0.0% | -51.5% | 0.065% | |
4/9/2025 | HBW Advisory Services LLC | 13,680 | $446K | 0.1% | -2.6% | 0.035% | |
4/3/2025 | First Hawaiian Bank | 98,730 | $3.22M | 0.2% | +196.8% | 0.265% | |
2/18/2025 | Retirement Planning Group LLC | 1,737,909 | $52.16M | 2.6% | +15.9% | 7.008% | |
2/18/2025 | Novem Group | 72,722 | $2.18M | 0.3% | N/A | 0.293% | |
2/17/2025 | Clark Capital Management Group Inc. | 30,126 | $904K | 0.0% | -30.0% | 0.121% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 7,405 | $222K | 0.2% | N/A | 0.030% | |
2/17/2025 | Cetera Investment Advisers | 503,551 | $15.11M | 0.0% | +18.2% | 2.030% | |
2/17/2025 | Citadel Advisors LLC | 31,441 | $944K | 0.0% | +217.2% | 0.127% | |
2/17/2025 | Cary Street Partners Financial LLC | 141,154 | $4.24M | 0.1% | N/A | 0.569% | |
2/17/2025 | Bank of America Corp DE | 348,978 | $10.47M | 0.0% | +35.5% | 1.407% | |
2/17/2025 | Ameriprise Financial Inc. | 43,161 | $1.30M | 0.0% | +25.5% | 0.174% | |
2/14/2025 | Jane Street Group LLC | 466,920 | $14.01M | 0.0% | +286.1% | 1.883% | |
2/14/2025 | Comerica Bank | 3,267 | $98K | 0.0% | +11.8% | 0.013% | |
2/14/2025 | Owen LaRue LLC | 112,977 | $3.39M | 1.8% | -9.5% | 0.456% | |
2/14/2025 | Lido Advisors LLC | 19,798 | $594K | 0.0% | -2.8% | 0.080% | |
2/14/2025 | Capital Analysts LLC | 38,646 | $1.16M | 0.0% | -3.2% | 0.156% | |
2/14/2025 | Stifel Financial Corp | 158,011 | $4.74M | 0.0% | +61.7% | 0.637% | |
2/14/2025 | MML Investors Services LLC | 136,798 | $4.11M | 0.0% | +1.3% | 0.552% | |
2/13/2025 | NewEdge Advisors LLC | 844,722 | $25.35M | 0.2% | +5.2% | 3.406% | |
2/13/2025 | CreativeOne Wealth LLC | 66,260 | $1.99M | 0.1% | +4.6% | 0.267% | |
2/13/2025 | Mariner LLC | 729,761 | $21.90M | 0.0% | +95.9% | 2.943% | |
2/13/2025 | Savvy Advisors Inc. | 11,520 | $346K | 0.0% | +16.9% | 0.046% | |
2/13/2025 | Prepared Retirement Institute LLC | 106,377 | $3.19M | 1.8% | +26.9% | 0.429% | |
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2/13/2025 | Legacy Financial Advisors Inc. | 673,433 | $20.21M | 3.3% | +11.8% | 2.715% | |
2/13/2025 | Titleist Asset Management LLC | 177,671 | $5.33M | 0.6% | +6.9% | 0.716% | |
2/13/2025 | Envestnet Asset Management Inc. | 236,308 | $7.09M | 0.0% | -32.8% | 0.953% | |
2/12/2025 | Thoroughbred Financial Services LLC | 222,819 | $6.69M | 0.4% | +1.5% | 0.898% | |
2/12/2025 | Franklin Resources Inc. | 41,372 | $1.24M | 0.0% | -14.3% | 0.167% | |
2/12/2025 | Slagle Financial LLC | 26,854 | $806K | 0.4% | +12.6% | 0.108% | |
2/12/2025 | Orion Portfolio Solutions LLC | 45,260 | $1.36M | 0.0% | -22.0% | 0.183% | |
2/12/2025 | JPMorgan Chase & Co. | 12,336 | $370K | 0.0% | +25.5% | 0.050% | |
2/11/2025 | LPL Financial LLC | 3,672,260 | $110.21M | 0.0% | -6.6% | 14.808% | |
2/11/2025 | Vickerman Investment Advisors Inc. | 295,220 | $8.86M | 2.4% | -0.6% | 1.190% | |