9/4/2025 | Osaic Holdings Inc. | 55,924 | $2.46M | 0.0% | +40.8% | 1.598% | |
8/29/2025 | Centaurus Financial Inc. | 2,349 | $103K | 0.0% | N/A | 0.067% | |
8/14/2025 | Raymond James Financial Inc. | 59,979 | $2.64M | 0.0% | +29.4% | 1.714% | |
8/12/2025 | J.W. Cole Advisors Inc. | 6,781 | $298K | 0.0% | N/A | 0.194% | |
8/8/2025 | Avantax Advisory Services Inc. | 78,715 | $3.46M | 0.0% | +18.0% | 2.249% | |
8/8/2025 | Cetera Investment Advisers | 170,283 | $7.49M | 0.0% | +12.7% | 4.865% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 8,695 | $382K | 0.0% | +7.6% | 0.248% | |
7/30/2025 | D.A. Davidson & CO. | 42,632 | $1.88M | 0.0% | -6.9% | 1.236% | |
7/29/2025 | Elevation Capital Advisory LLC | 6,414 | $282K | 0.1% | N/A | 0.186% | |
7/25/2025 | Atria Wealth Solutions Inc. | 15,976 | $703K | 0.0% | N/A | 0.463% | |
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7/25/2025 | Envestnet Portfolio Solutions Inc. | 13,864 | $610K | 0.0% | N/A | 0.402% | |
7/17/2025 | Fifth Third Securities Inc. | 17,108 | $752K | 0.1% | -14.2% | 0.503% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,775 | $649K | 0.0% | -12.9% | 0.435% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 34,456 | $1.52M | 0.2% | +645.0% | 1.013% | |
5/19/2025 | Jane Street Group LLC | 18,494 | $646K | 0.0% | N/A | 0.606% | |
5/15/2025 | Calton & Associates Inc. | 5,903 | $206K | 0.0% | N/A | 0.194% | |
5/9/2025 | Encompass More Asset Management | 139,996 | $4.89M | 1.5% | +2.4% | 4.590% | |
5/9/2025 | Empire Life Investments Inc. | 15,500 | $541K | 0.0% | -46.0% | 0.508% | |
5/7/2025 | LPL Financial LLC | 544,550 | $19.02M | 0.0% | +7.7% | 17.854% | |
5/6/2025 | Cetera Investment Advisers | 151,113 | $5.28M | 0.0% | +16.2% | 4.955% | |
5/6/2025 | Avantax Advisory Services Inc. | 66,693 | $2.33M | 0.0% | +13.6% | 2.187% | |
5/6/2025 | AE Wealth Management LLC | 2,695 | $94K | 0.0% | -74.9% | 0.088% | |
5/5/2025 | Calton & Associates Inc. | 20,114 | $703K | 0.1% | N/A | 0.659% | |
5/1/2025 | Fifth Third Securities Inc. | 19,942 | $697K | 0.1% | N/A | 0.643% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 8,081 | $282K | 0.0% | +157.2% | 0.261% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,970 | $593K | 0.0% | -15.0% | 0.547% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,625 | $162K | 0.0% | +1,728.1% | 0.149% | |
2/17/2025 | Cetera Investment Advisers | 130,007 | $5.20M | 0.0% | +54.8% | 6.047% | |
2/17/2025 | Citadel Advisors LLC | 11,944 | $477K | 0.0% | -35.8% | 0.556% | |
2/14/2025 | Stifel Financial Corp | 9,592 | $383K | 0.0% | +23.2% | 0.446% | |
2/13/2025 | Mariner LLC | 14,191 | $567K | 0.0% | N/A | 0.660% | |
2/13/2025 | Raymond James Financial Inc. | 46,762 | $1.87M | 0.0% | N/A | 2.175% | |
2/11/2025 | LPL Financial LLC | 505,802 | $20.21M | 0.0% | +27.5% | 23.526% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 3,142 | $126K | 0.0% | N/A | 0.146% | |
2/10/2025 | Avantax Advisory Services Inc. | 58,703 | $2.35M | 0.0% | +23.9% | 2.730% | |
2/7/2025 | Prosperity Financial Group Inc. | 43,266 | $1.73M | 0.9% | +11.7% | 2.012% | |
2/7/2025 | Independent Advisor Alliance | 20,951 | $837K | 0.0% | N/A | 0.974% | |
2/6/2025 | Raymond James Financial Inc. | 46,762 | $1.87M | 0.0% | N/A | 2.175% | |
1/30/2025 | Empire Life Investments Inc. | 28,700 | $1.15M | 0.1% | +176.0% | 1.335% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,270 | $131K | 0.0% | N/A | 0.152% | |
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1/21/2025 | Encompass More Asset Management | 136,750 | $5.47M | 1.8% | +8.6% | 6.360% | |
11/27/2024 | Franklin Resources Inc. | 550,000 | $21.16M | 0.0% | N/A | 25.581% | |
11/15/2024 | Jane Street Group LLC | 10,110 | $377K | 0.0% | N/A | 0.470% | |
11/15/2024 | Stifel Financial Corp | 7,784 | $290K | 0.0% | +20.1% | 0.362% | |
11/14/2024 | Encompass More Asset Management | 125,886 | $4.70M | 1.8% | N/A | 5.855% | |
11/13/2024 | D.A. Davidson & CO. | 45,407 | $1.69M | 0.0% | -18.8% | 2.112% | |
11/13/2024 | Prosperity Financial Group Inc. | 38,726 | $1.44M | 0.8% | -7.8% | 1.801% | |
11/8/2024 | Prospera Financial Services Inc | 9,849 | $367K | 0.0% | +21.0% | 0.458% | |
11/5/2024 | Apollon Wealth Management LLC | 14,191 | $529K | 0.0% | +36.2% | 0.660% | |
10/29/2024 | Empire Life Investments Inc. | 10,400 | $388K | 0.0% | +126.1% | 0.484% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,965 | $745K | 0.0% | +21.0% | 0.929% | |
7/30/2024 | International Assets Investment Management LLC | 3,189 | $117K | 0.0% | N/A | 0.148% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 16,495 | $607K | 0.0% | N/A | 0.767% | |
5/14/2024 | Axxcess Wealth Management LLC | 7,450 | $253K | 0.0% | N/A | 0.347% | |
5/8/2024 | Avantax Advisory Services Inc. | 19,354 | $657K | 0.0% | +140.5% | 0.900% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,047 | $233K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 7,151 | $207K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 92,212 | $2.67M | 0.0% | N/A | 0.000% | |