8/8/2025 | Cetera Investment Advisers | 15,679 | $340K | 0.0% | +66.9% | 0.243% | |
8/8/2025 | MJP Associates Inc. ADV | 71,773 | $1.56M | 0.2% | +175.7% | 1.114% | |
8/8/2025 | Good Life Advisors LLC | 40,381 | $875K | 0.1% | +72.7% | 0.627% | |
8/5/2025 | Bank of Montreal Can | 7,145 | $155K | 0.0% | N/A | 0.111% | |
8/1/2025 | Envestnet Asset Management Inc. | 11,296 | $245K | 0.0% | -5.2% | 0.175% | |
7/29/2025 | Private Trust Co. NA | 9,517 | $206K | 0.0% | +1,803.4% | 0.148% | |
7/24/2025 | IFP Advisors Inc | 3,930 | $85K | 0.0% | N/A | 0.061% | |
7/23/2025 | SteelPeak Wealth LLC | 41,491 | $900K | 0.0% | +26.1% | 0.644% | |
7/17/2025 | XML Financial LLC | 276,170 | $5.99M | 0.5% | +0.7% | 4.288% | |
7/17/2025 | Janney Montgomery Scott LLC | 28,523 | $618K | 0.0% | -2.3% | 0.443% | |
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5/19/2025 | Jane Street Group LLC | 33,826 | $747K | 0.0% | +93.5% | 0.547% | |
5/15/2025 | Royal Bank of Canada | 74,038 | $1.63M | 0.0% | +13.1% | 1.220% | |
5/14/2025 | CreativeOne Wealth LLC | 11,526 | $254K | 0.0% | -25.5% | 0.190% | |
5/14/2025 | WCG Wealth Advisors LLC | 27,550 | $608K | 0.0% | N/A | 0.454% | |
5/12/2025 | Beam Wealth Advisors Inc. | 13,435 | $297K | 0.1% | +5.5% | 0.221% | |
5/8/2025 | Harbour Investments Inc. | 15,648 | $345K | 0.0% | -9.3% | 0.258% | |
5/7/2025 | LPL Financial LLC | 548,478 | $12.11M | 0.0% | +29.4% | 9.036% | |
5/6/2025 | Cetera Investment Advisers | 9,397 | $207K | 0.0% | N/A | 0.155% | |
5/6/2025 | Advisor OS LLC | 26,034 | $575K | 0.1% | +112.6% | 0.429% | |
4/30/2025 | MJP Associates Inc. ADV | 26,034 | $575K | 0.1% | +112.6% | 0.429% | |
4/22/2025 | XML Financial LLC | 274,186 | $6.05M | 0.6% | +11.9% | 4.827% | |
2/17/2025 | MJP Associates Inc. ADV | 12,243 | $274K | 0.0% | N/A | 0.325% | |
2/13/2025 | Mariner LLC | 15,777 | $354K | 0.0% | +3.1% | 0.418% | |
2/13/2025 | Raymond James Financial Inc. | 52,834 | $1.19M | 0.0% | N/A | 1.401% | |
2/12/2025 | Arete Wealth Advisors LLC | 15,298 | $343K | 0.0% | -9.7% | 0.406% | |
2/11/2025 | LPL Financial LLC | 423,731 | $9.50M | 0.0% | +18.3% | 11.240% | |
2/7/2025 | Founders Financial Alliance LLC | 12,390 | $278K | 0.1% | +3.7% | 0.329% | |
2/6/2025 | Raymond James Financial Inc. | 52,834 | $1.19M | 0.0% | N/A | 1.401% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,827 | $63K | 0.0% | N/A | 0.075% | |
2/5/2025 | Advisor OS LLC | 12,243 | $274K | 0.0% | N/A | 0.325% | |
1/31/2025 | J.W. Cole Advisors Inc. | 128,377 | $2.88M | 0.1% | +0.6% | 3.405% | |
1/28/2025 | Kestra Private Wealth Services LLC | 26,034 | $584K | 0.0% | +4.3% | 0.691% | |
1/28/2025 | Stephens Inc. AR | 25,116 | $563K | 0.0% | -41.1% | 0.666% | |
1/17/2025 | XML Financial LLC | 244,927 | $5.49M | 0.5% | -3.1% | 6.497% | |
11/18/2024 | Arete Wealth Advisors LLC | 16,950 | $390K | 0.0% | -28.3% | 0.450% | |
11/15/2024 | Jane Street Group LLC | 17,513 | $403K | 0.0% | -69.5% | 0.465% | |
11/14/2024 | CreativeOne Wealth LLC | 15,452 | $356K | 0.0% | +68.1% | 0.410% | |
11/4/2024 | Beam Wealth Advisors Inc. | 12,578 | $290K | 0.1% | -3.5% | 0.334% | |
11/2/2024 | XML Financial LLC | 252,741 | $5.82M | 0.5% | +4.8% | 6.704% | |
10/28/2024 | Stephens Inc. AR | 42,674 | $983K | 0.0% | +134.1% | 1.132% | |
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10/24/2024 | J.W. Cole Advisors Inc. | 127,633 | $2.94M | 0.1% | +1.6% | 3.385% | |
8/8/2024 | J.W. Cole Advisors Inc. | 125,668 | $2.78M | 0.1% | +0.6% | 3.333% | |
8/3/2024 | National Bank of Canada FI | 7,159 | $158K | 0.0% | +8.6% | 0.190% | |
7/26/2024 | Harbour Investments Inc. | 17,248 | $381K | 0.0% | +7.5% | 0.458% | |
7/23/2024 | XML Financial LLC | 241,227 | $5.33M | 0.5% | +4.7% | 6.399% | |
5/24/2024 | Cetera Advisors LLC | 10,417 | $237K | 0.0% | N/A | 0.276% | |
5/17/2024 | XML Financial LLC | 230,435 | $5.25M | 0.5% | -7.0% | 6.112% | |
5/17/2024 | Comerica Bank | 4,955 | $113K | 0.0% | +25.3% | 0.131% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,140 | $208K | 0.0% | N/A | 0.244% | |
4/16/2024 | Pasadena Private Wealth LLC | 37,560 | $856K | 0.2% | +6.9% | 1.026% | |
2/14/2024 | XML Financial LLC | 247,827 | $5.43M | 0.6% | +1.0% | 6.771% | |
2/9/2024 | Founders Financial Alliance LLC | 9,451 | $207K | 0.1% | +32.6% | 0.258% | |
2/8/2024 | Janney Montgomery Scott LLC | 29,513 | $647K | 0.0% | -11.1% | 0.806% | |
2/5/2024 | Kestra Private Wealth Services LLC | 19,799 | $434K | 0.0% | +2.6% | 0.541% | |
1/31/2024 | J.W. Cole Advisors Inc. | 125,343 | $2.75M | 0.2% | +3.9% | 3.425% | |
1/31/2024 | Beam Wealth Advisors Inc. | 12,739 | $279K | 0.2% | -19.5% | 0.348% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 35,040 | $768K | 0.0% | +87.9% | 0.957% | |
1/16/2024 | Raymond James & Associates | 18,270 | $400K | 0.0% | -59.1% | 0.499% | |
1/11/2024 | Pasadena Private Wealth LLC | 35,134 | $770K | 0.2% | +3.9% | 0.960% | |
11/22/2023 | Verity Asset Management Inc. | 14,569 | $311K | 0.2% | N/A | 0.398% | |
11/16/2023 | Harbour Investments Inc. | 15,548 | $332K | 0.0% | +5.4% | 0.425% | |
11/8/2023 | Janney Montgomery Scott LLC | 33,195 | $709K | 0.0% | -23.4% | 0.907% | |
11/8/2023 | Kestra Private Wealth Services LLC | 19,289 | $412K | 0.0% | N/A | 0.527% | |
11/7/2023 | Prosperity Wealth Management Inc. | 22,558 | $481K | 0.3% | -5.2% | 0.616% | |
11/6/2023 | XML Financial LLC | 245,454 | $5.24M | 0.6% | +143.6% | 6.706% | |
10/24/2023 | J.W. Cole Advisors Inc. | 120,684 | $2.58M | 0.2% | +10.6% | 3.297% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 18,652 | $398K | 0.0% | +26.5% | 0.510% | |
10/24/2023 | Raymond James & Associates | 44,660 | $953K | 0.0% | N/A | 1.220% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 1,400 | $30K | 0.0% | N/A | 0.038% | |
10/12/2023 | IFP Advisors Inc | 2,750 | $59K | 0.0% | N/A | 0.075% | |
9/12/2023 | Prosperity Wealth Management Inc. | 23,787 | $526K | 0.3% | +39.0% | 0.650% | |
8/10/2023 | Osaic Holdings Inc. | 241,897 | $5.34M | 0.0% | +7.7% | 6.609% | |
8/10/2023 | Cetera Investment Advisers | 18,745 | $415K | 0.0% | +65.5% | 0.512% | |
8/7/2023 | XML Financial LLC | 100,764 | $2.23M | 0.3% | N/A | 2.753% | |
7/31/2023 | LPL Financial LLC | 44,248 | $979K | 0.0% | +171.1% | 1.317% | |
7/27/2023 | J.W. Cole Advisors Inc. | 109,100 | $2.41M | 0.2% | +179.0% | 3.247% | |
7/26/2023 | Beam Wealth Advisors Inc. | 15,644 | $346K | 0.2% | -5.1% | 0.466% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,739 | $326K | 0.0% | N/A | 0.439% | |
7/12/2023 | Pasadena Private Wealth LLC | 34,033 | $753K | 0.2% | -2.6% | 1.013% | |
7/10/2023 | AE Wealth Management LLC | 18,990 | $420K | 0.0% | N/A | 0.565% | |
5/22/2023 | Arete Wealth Advisors LLC | 16,968 | $368K | 0.0% | N/A | 0.505% | |
5/15/2023 | MAS Advisors LLC | 13,059 | $284K | 0.3% | +38.0% | 0.435% | |
5/3/2023 | J.W. Cole Advisors Inc. | 39,100 | $849K | 0.1% | N/A | 1.303% | |
5/1/2023 | Truadvice LLC | 225,862 | $4.93M | 2.0% | -60.7% | 7.529% | |
5/1/2023 | Csenge Advisory Group | 16,831 | $365K | 0.0% | +3.1% | 0.561% | |
5/1/2023 | Arete Wealth Advisors LLC | 16,968 | $368.37B | 0.0% | N/A | 0.566% | |
4/28/2023 | Janney Montgomery Scott LLC | 43,358 | $941K | 0.0% | +303.3% | 1.445% | |
4/27/2023 | Channel Wealth LLC | 11,333 | $246K | 0.2% | N/A | 0.378% | |
4/26/2023 | Beam Wealth Advisors Inc. | 16,482 | $358K | 0.4% | +12.6% | 0.549% | |
4/20/2023 | Pasadena Private Wealth LLC | 34,934 | $758K | 0.2% | +8.3% | 1.164% | |
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2/10/2023 | Advisor Group Holdings Inc. | 189,732 | $4.09M | 0.0% | +108.0% | 6.432% | |
2/2/2023 | Pasadena Private Wealth LLC | 32,247 | $696K | 0.2% | N/A | 1.093% | |
2/1/2023 | Janney Montgomery Scott LLC | 10,751 | $232K | 0.0% | N/A | 0.364% | |
1/24/2023 | National Bank of Canada FI | 5,788 | $125K | 0.0% | +21.4% | 0.197% | |
1/20/2023 | Truadvice LLC | 574,320 | $12.61M | 6.6% | -16.6% | 19.804% | |
11/7/2022 | Truadvice LLC | 688,339 | $15.11M | 8.5% | +62.5% | 29.542% | |
10/26/2022 | San Luis Wealth Advisors LLC | 17,814 | $362K | 0.4% | N/A | 0.792% | |
10/20/2022 | Beam Wealth Advisors Inc. | 15,051 | $306K | 0.3% | N/A | 0.678% | |
10/13/2022 | National Bank of Canada FI | 4,769 | $96K | 0.0% | N/A | 0.241% | |
8/12/2022 | Truadvice LLC | 423,610 | $9.87M | 5.2% | N/A | 28.622% | |