8/7/2025 | PFG Advisors | 11,905 | $330K | 0.0% | N/A | 0.276% | |
8/1/2025 | Corrado Advisors LLC | 120,879 | $3.35M | 2.0% | +38.7% | 2.798% | |
8/1/2025 | Envestnet Asset Management Inc. | 23,657 | $655K | 0.0% | +57.8% | 0.548% | |
7/31/2025 | Whipplewood Advisors LLC | 3,484 | $96K | 0.1% | -87.1% | 0.081% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 10,234 | $283K | 0.0% | N/A | 0.237% | |
7/29/2025 | Stratos Wealth Advisors LLC | 84,285 | $2.33M | 0.1% | -1.8% | 1.951% | |
7/29/2025 | Straight Path Wealth Management | 19,675 | $545K | 0.2% | N/A | 0.455% | |
7/24/2025 | IFP Advisors Inc | 18,769 | $520K | 0.0% | -7.1% | 0.434% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 24,847 | $688K | 0.1% | -15.6% | 0.585% | |
7/22/2025 | Berger Financial Group Inc | 131,279 | $3.63M | 0.2% | -1.3% | 3.089% | |
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7/22/2025 | Diligent Investors LLC | 45,504 | $1.26M | 0.3% | -2.6% | 1.071% | |
7/21/2025 | Triad Wealth Partners LLC | 17,433 | $483K | 0.1% | +94.8% | 0.410% | |
7/11/2025 | Farther Finance Advisors LLC | 1,164 | $32K | 0.0% | -41.2% | 0.028% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 8,041 | $223K | 0.0% | N/A | 0.196% | |
7/9/2025 | HFG Wealth Management LLC | 99,184 | $2.51M | 1.5% | -2.7% | 2.419% | |
6/27/2025 | Goldman Sachs Group Inc. | 9,392 | $237K | 0.0% | N/A | 0.332% | |
5/16/2025 | Goldman Sachs Group Inc. | 9,392 | $237K | 0.0% | N/A | 0.332% | |
5/15/2025 | OLD Mission Capital LLC | 12,089 | $305K | 0.0% | N/A | 0.427% | |
5/14/2025 | Kestra Advisory Services LLC | 54,752 | $1.38M | 0.0% | -22.0% | 1.935% | |
5/14/2025 | Capital Analysts LLC | 17,963 | $454K | 0.0% | +70.3% | 0.635% | |
5/13/2025 | HighTower Advisors LLC | 9,497 | $240K | 0.0% | -8.4% | 0.336% | |
5/12/2025 | Berger Financial Group Inc | 132,977 | $3.36M | 0.2% | +1.6% | 4.699% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,018 | $203K | 0.0% | N/A | 0.283% | |
5/8/2025 | Helium Advisors LLC | 20,143 | $509K | 0.4% | -11.2% | 0.712% | |
5/6/2025 | Cetera Investment Advisers | 44,006 | $1.11M | 0.0% | +6.5% | 1.555% | |
5/6/2025 | Avantax Advisory Services Inc. | 25,860 | $653K | 0.0% | -2.0% | 0.914% | |
5/5/2025 | IFP Advisors Inc | 20,194 | $510K | 0.0% | -21.1% | 0.714% | |
5/2/2025 | Apollon Wealth Management LLC | 22,000 | $556K | 0.0% | -26.3% | 0.777% | |
5/1/2025 | Corrado Advisors LLC | 87,137 | $2.20M | 1.5% | -0.6% | 3.079% | |
5/1/2025 | CWM LLC | 44,441 | $1.12M | 0.0% | -5.9% | 1.570% | |
4/30/2025 | Trek Financial LLC | 10,809 | $273K | 0.0% | -6.0% | 0.382% | |
4/30/2025 | Stratos Wealth Advisors LLC | 85,871 | $2.17M | 0.1% | +0.8% | 3.034% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,990 | $379K | 0.0% | +6.4% | 0.530% | |
4/29/2025 | Ifrah Financial Services Inc. | 21,317 | $539K | 0.2% | +88.6% | 0.753% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,098 | $28K | 0.0% | -40.9% | 0.039% | |
4/29/2025 | OneDigital Investment Advisors LLC | 8,000 | $202K | 0.0% | -25.2% | 0.283% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 8,601 | $217K | 0.0% | -89.6% | 0.304% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 29,444 | $744K | 0.1% | -5.0% | 1.040% | |
4/14/2025 | Farther Finance Advisors LLC | 1,979 | $50K | 0.0% | N/A | 0.069% | |
4/10/2025 | Diligent Investors LLC | 46,738 | $1.18M | 0.3% | -13.2% | 1.623% | |
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4/10/2025 | Whipplewood Advisors LLC | 26,983 | $682K | 0.2% | +674.5% | 0.937% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,713 | $610K | 0.0% | +14.3% | 0.824% | |
2/18/2025 | Helium Advisors LLC | 22,685 | $560K | 0.4% | N/A | 0.622% | |
2/18/2025 | Sunbelt Securities Inc. | 2,895 | $72K | 0.0% | -55.3% | 0.079% | |
2/17/2025 | CoreCap Advisors LLC | 6,928 | $171K | 0.0% | -11.8% | 0.190% | |
2/17/2025 | Cetera Investment Advisers | 41,303 | $1.02M | 0.0% | -16.5% | 1.132% | |
2/14/2025 | Berger Financial Group Inc | 130,942 | $3.23M | 0.2% | -0.8% | 3.587% | |
2/14/2025 | OneDigital Investment Advisors LLC | 10,700 | $264K | 0.0% | +23.0% | 0.293% | |
2/14/2025 | WPWealth LLP | 15,601 | $385K | 0.1% | -50.1% | 0.427% | |
2/13/2025 | SageView Advisory Group LLC | 9,387 | $232K | 0.0% | -39.2% | 0.257% | |
2/13/2025 | Raymond James Financial Inc. | 25,153 | $620K | 0.0% | N/A | 0.689% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,085 | $347K | 0.0% | -8.7% | 0.386% | |
2/13/2025 | Wells Fargo & Company MN | 1,011 | $25K | 0.0% | N/A | 0.028% | |
2/12/2025 | Riggs Capital Management LLC | 10,884 | $268K | 0.3% | N/A | 0.298% | |
2/11/2025 | LPL Financial LLC | 9,213 | $227K | 0.0% | -13.1% | 0.252% | |
2/10/2025 | Commonwealth Equity Services LLC | 82,225 | $2.03M | 0.0% | -2.4% | 2.253% | |
2/7/2025 | HighTower Advisors LLC | 10,367 | $256K | 0.0% | -4.0% | 0.284% | |
2/6/2025 | Raymond James Financial Inc. | 25,153 | $620K | 0.0% | N/A | 0.689% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,522 | $186K | 0.0% | +74.9% | 0.206% | |
2/5/2025 | Cape Investment Advisory Inc. | 17,332 | $427K | 0.2% | +28.5% | 0.475% | |
2/5/2025 | Whipplewood Advisors LLC | 3,484 | $86K | 0.0% | N/A | 0.095% | |
2/5/2025 | Corrado Advisors LLC | 87,680 | $2.16M | 1.4% | -5.6% | 2.402% | |
1/29/2025 | Stonebridge Financial Group LLC | 1,372 | $34K | 0.0% | N/A | 0.038% | |
1/27/2025 | Stratos Wealth Advisors LLC | 85,177 | $2.10M | 0.1% | +2.6% | 2.334% | |
1/17/2025 | Janney Montgomery Scott LLC | 10,679 | $263K | 0.0% | +4.9% | 0.293% | |
1/15/2025 | Cypress Wealth Services LLC | 49,367 | $1.22M | 0.2% | -1.3% | 1.353% | |
1/13/2025 | HFG Wealth Management LLC | 102,116 | $2.61M | 1.7% | -13.0% | 2.798% | |
11/18/2024 | Sunbelt Securities Inc. | 6,481 | $165K | 0.0% | -7.3% | 0.178% | |
11/15/2024 | Jane Street Group LLC | 34,879 | $890K | 0.0% | N/A | 0.956% | |
11/15/2024 | SageView Advisory Group LLC | 15,444 | $394K | 0.0% | -3.6% | 0.423% | |
11/15/2024 | HighTower Advisors LLC | 10,797 | $275K | 0.0% | +4.1% | 0.296% | |
11/14/2024 | Tradition Wealth Management LLC | 19,579 | $500K | 0.0% | -21.4% | 0.536% | |
11/13/2024 | WorthPointe LLC | 15,448 | $394K | 0.2% | -8.4% | 0.423% | |
11/5/2024 | Apollon Wealth Management LLC | 30,000 | $766K | 0.0% | -27.0% | 0.822% | |
11/1/2024 | Corrado Advisors LLC | 92,868 | $2.37M | 1.5% | -2.7% | 2.544% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 31,013 | $792K | 0.1% | -30.9% | 0.850% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,625 | $552K | 0.0% | +49.1% | 0.592% | |
10/23/2024 | Allworth Financial LP | 39,887 | $1.02M | 0.0% | +2.9% | 1.093% | |
10/18/2024 | Stratos Wealth Advisors LLC | 83,043 | $2.12M | 0.1% | +3.8% | 2.275% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 82,807 | $2.11M | 0.3% | +0.5% | 2.269% | |
10/9/2024 | Ferguson Shapiro LLC | 137,878 | $3.52M | 1.3% | +2.4% | 3.777% | |
10/8/2024 | CWM LLC | 44,833 | $1.15M | 0.0% | +12.2% | 1.228% | |
8/22/2024 | Cetera Investment Advisers | 50,022 | $1.23M | 0.0% | -12.1% | 1.370% | |
8/20/2024 | HFG Wealth Management LLC | 117,342 | $2.88M | 1.8% | -12.2% | 3.215% | |
8/8/2024 | WPWealth LLP | 24,760 | $607K | 0.1% | N/A | 0.678% | |
8/2/2024 | Ferguson Shapiro LLC | 134,595 | $3.30M | 1.3% | -5.1% | 3.688% | |
7/31/2024 | Commonwealth Equity Services LLC | 73,927 | $1.81M | 0.0% | -80.3% | 2.025% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 82,384 | $2.02M | 0.3% | -2.6% | 2.257% | |
7/18/2024 | Gradient Investments LLC | 8,840 | $217K | 0.0% | -18.4% | 0.242% | |
7/15/2024 | Diligent Investors LLC | 51,272 | $1.26M | 0.3% | +4.1% | 1.405% | |
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7/10/2024 | CWM LLC | 39,967 | $980K | 0.0% | +5.4% | 1.095% | |
6/28/2024 | HFG Wealth Management LLC | 133,616 | $3.18M | 1.9% | -7.2% | 3.661% | |
5/9/2024 | Corrado Advisors LLC | 81,752 | $1.95M | 1.3% | -2.7% | 2.240% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,913 | $617K | 0.0% | -4.6% | 0.710% | |
5/7/2024 | Pillar Wealth Advisors LLC | 31,925 | $760K | 0.6% | -32.6% | 0.875% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,324 | $293K | 0.0% | -10.3% | 0.338% | |
4/29/2024 | Commonwealth Equity Services LLC | 375,197 | $8.93M | 0.0% | +373.7% | 10.279% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 84,613 | $2.02M | 0.4% | +20.2% | 2.318% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,700 | $64K | 0.0% | +39.2% | 0.074% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 15,215 | $362K | 0.0% | -22.0% | 0.417% | |