8/15/2025 | MML Investors Services LLC | 62,574 | $1.35M | 0.0% | +70.7% | 0.223% | |
8/15/2025 | Benjamin Edwards Inc. | 230,054 | $4.97M | 0.1% | -13.6% | 0.819% | |
8/15/2025 | Bank of America Corp DE | 942,629 | $20.35M | 0.0% | +7.6% | 3.355% | |
8/15/2025 | Ameriprise Financial Inc. | 93,218 | $2.01M | 0.0% | +4.2% | 0.332% | |
8/14/2025 | Raymond James Financial Inc. | 55,495 | $1.20M | 0.0% | -3.3% | 0.197% | |
8/12/2025 | Franklin Resources Inc. | 15,744,173 | $339.84M | 0.1% | +7.1% | 56.029% | |
8/12/2025 | JPMorgan Chase & Co. | 64,390 | $1.39M | 0.0% | +19.5% | 0.229% | |
8/11/2025 | TD Waterhouse Canada Inc. | 5,060 | $109K | 0.0% | N/A | 0.018% | |
8/8/2025 | Cetera Investment Advisers | 25,625 | $553K | 0.0% | +9.4% | 0.091% | |
8/4/2025 | Hantz Financial Services Inc. | 5,110,382 | $110.31M | 1.8% | +5.7% | 18.186% | |
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8/1/2025 | Envestnet Asset Management Inc. | 187,734 | $4.05M | 0.0% | +22.5% | 0.668% | |
5/13/2025 | HighTower Advisors LLC | 15,566 | $333K | 0.0% | -21.2% | 0.057% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,444 | $52K | 0.0% | +37.9% | 0.009% | |
5/7/2025 | LPL Financial LLC | 88,984 | $1.91M | 0.0% | -13.8% | 0.325% | |
5/6/2025 | Cetera Investment Advisers | 23,422 | $502K | 0.0% | N/A | 0.086% | |
5/5/2025 | OneAscent Financial Services LLC | 39,254 | $841K | 0.1% | N/A | 0.144% | |
4/29/2025 | Envestnet Asset Management Inc. | 153,276 | $3.28M | 0.0% | +5.5% | 0.560% | |
4/29/2025 | Bank of New York Mellon Corp | 139,738 | $2.99M | 0.0% | +2.7% | 0.511% | |
2/17/2025 | Citadel Advisors LLC | 47,503 | $1.00M | 0.0% | -15.1% | 0.279% | |
2/17/2025 | Bank of America Corp DE | 878,145 | $18.52M | 0.0% | +91.6% | 5.150% | |
2/17/2025 | Benjamin Edwards Inc. | 266,105 | $5.61M | 0.1% | +9.7% | 1.561% | |
2/17/2025 | Ameriprise Financial Inc. | 70,187 | $1.48M | 0.0% | +20.7% | 0.412% | |
2/13/2025 | Raymond James Financial Inc. | 59,371 | $1.25M | 0.0% | N/A | 0.348% | |
2/13/2025 | Envestnet Asset Management Inc. | 145,217 | $3.06M | 0.0% | +10.6% | 0.852% | |
2/12/2025 | Franklin Resources Inc. | 15,079,949 | $318.01M | 0.1% | -8.8% | 88.445% | |
2/12/2025 | JPMorgan Chase & Co. | 50,551 | $1.07M | 0.0% | +3.8% | 0.296% | |
2/11/2025 | LPL Financial LLC | 103,255 | $2.18M | 0.0% | +4.4% | 0.606% | |
2/7/2025 | HighTower Advisors LLC | 19,757 | $417K | 0.0% | +28.4% | 0.116% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,772 | $37K | 0.0% | +40.3% | 0.010% | |
2/6/2025 | Raymond James Financial Inc. | 59,371 | $1.25M | 0.0% | N/A | 0.348% | |
2/6/2025 | Atria Investments Inc | 48,906 | $1.03M | 0.0% | +1.7% | 0.287% | |
2/5/2025 | Verus Capital Partners LLC | 20,211 | $426K | 0.0% | -4.1% | 0.119% | |
2/4/2025 | Bank of New York Mellon Corp | 136,071 | $2.87M | 0.0% | +4.6% | 0.798% | |
1/31/2025 | Truist Financial Corp | 123,121 | $2.60M | 0.0% | +13.8% | 0.722% | |
1/31/2025 | Sanctuary Advisors LLC | 255,416 | $5.43M | 0.0% | +9.1% | 1.498% | |
1/23/2025 | Hantz Financial Services Inc. | 4,198,482 | $88.54M | 1.5% | +11.9% | 24.625% | |
12/26/2024 | JPMorgan Chase & Co. | 48,713 | $1.08M | 0.0% | +13,393.9% | 0.286% | |
11/27/2024 | Franklin Resources Inc. | 16,526,553 | $359.37M | 0.1% | +77.3% | 96.930% | |
11/25/2024 | Sanctuary Advisors LLC | 234,182 | $5M | 0.0% | +1,942.2% | 1.374% | |
11/15/2024 | MML Investors Services LLC | 29,254 | $646K | 0.0% | +44.0% | 0.172% | |
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11/15/2024 | Jane Street Group LLC | 108,700 | $2.40M | 0.0% | N/A | 0.638% | |
11/15/2024 | HighTower Advisors LLC | 15,385 | $340K | 0.0% | -69.0% | 0.090% | |
11/15/2024 | Benjamin Edwards Inc. | 242,466 | $5.36M | 0.1% | N/A | 1.422% | |
11/14/2024 | Flow Traders U.S. LLC | 85,931 | $1.90M | 0.1% | N/A | 0.504% | |
11/14/2024 | Hantz Financial Services Inc. | 3,753,330 | $82.93M | 1.5% | +19.8% | 22.014% | |
11/5/2024 | Verus Capital Partners LLC | 21,066 | $465K | 0.0% | -6.2% | 0.124% | |
11/1/2024 | Atria Investments Inc | 48,094 | $1.06M | 0.0% | N/A | 0.282% | |
10/22/2024 | International Assets Investment Management LLC | 663,270 | $14.66M | 0.0% | +119,623.8% | 3.890% | |
9/5/2024 | Sanctuary Advisors LLC | 11,467 | $238K | 0.0% | N/A | 0.067% | |
8/21/2024 | Truist Financial Corp | 94,334 | $1.99M | 0.0% | +8.0% | 0.553% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 243,916 | $5.15M | 0.1% | -1.5% | 1.431% | |
8/8/2024 | Envestnet Asset Management Inc. | 129,452 | $2.73M | 0.0% | -28.1% | 0.759% | |
8/1/2024 | Verus Capital Partners LLC | 22,460 | $474K | 0.0% | -3.4% | 0.132% | |
7/30/2024 | Hantz Financial Services Inc. | 3,132,298 | $66.12M | 1.3% | N/A | 18.371% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 12,814 | $271K | 0.0% | -51.6% | 0.075% | |
5/7/2024 | Verus Capital Partners LLC | 23,242 | $496K | 0.1% | -2.3% | 0.136% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 26,473 | $565K | 0.0% | +15.2% | 0.155% | |
5/4/2024 | Geneos Wealth Management Inc. | 5,163 | $110K | 0.0% | -45.1% | 0.030% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 247,705 | $5.29M | 0.1% | +16.1% | 1.453% | |
2/9/2024 | Franklin Resources Inc. | 22,684,810 | $491.24M | 0.2% | -11.6% | 74.867% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 213,368 | $4.62M | 0.1% | +0.8% | 0.704% | |
2/2/2024 | Truist Financial Corp | 84,667 | $1.83M | 0.0% | +7.0% | 0.279% | |
1/26/2024 | Geneos Wealth Management Inc. | 9,397 | $204K | 0.0% | -22.5% | 0.031% | |
1/24/2024 | International Assets Investment Management LLC | 11,997 | $260K | 0.0% | N/A | 0.040% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 22,529 | $457K | 0.0% | N/A | 0.074% | |
11/8/2023 | AlphaStar Capital Management LLC | 24,144 | $490K | 0.1% | -13.7% | 0.080% | |
10/25/2023 | Brown Advisory Inc. | 23,108 | $469K | 0.0% | N/A | 0.076% | |
10/24/2023 | Bank of New York Mellon Corp | 170,108 | $3.45M | 0.0% | -8.1% | 0.561% | |
10/11/2023 | Geneos Wealth Management Inc. | 12,124 | $246K | 0.0% | +63.9% | 0.040% | |
8/11/2023 | Franklin Resources Inc. | 25,604,788 | $543.33M | 0.3% | +1.2% | 84.504% | |
8/10/2023 | Cetera Investment Advisers | 28,804 | $611K | 0.0% | +4.1% | 0.095% | |
8/4/2023 | Envestnet Asset Management Inc. | 124,242 | $2.64M | 0.0% | +7.3% | 0.408% | |
8/3/2023 | AlphaStar Capital Management LLC | 27,967 | $593K | 0.1% | -7.4% | 0.092% | |
8/3/2023 | Bank of New York Mellon Corp | 185,039 | $3.93M | 0.0% | N/A | 0.608% | |
8/1/2023 | Truist Financial Corp | 74,666 | $1.58M | 0.0% | -5.0% | 0.245% | |
7/31/2023 | LPL Financial LLC | 44,292 | $940K | 0.0% | -1.9% | 0.145% | |
7/31/2023 | Verus Capital Partners LLC | 23,832 | $506K | 0.1% | -2.6% | 0.078% | |
5/22/2023 | American Trust | 2,805 | $232K | 0.0% | N/A | 0.009% | |
5/12/2023 | Franklin Resources Inc. | 25,300,104 | $543.32M | 0.3% | -0.8% | 84.900% | |
5/5/2023 | Truist Financial Corp | 78,567 | $1.69M | 0.0% | +0.8% | 0.264% | |
5/3/2023 | AlphaStar Capital Management LLC | 30,207 | $649K | 0.1% | -12.1% | 0.101% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 145,758 | $3.13M | 0.1% | +4.7% | 0.489% | |
3/6/2023 | OLD Mission Capital LLC | 19,200 | $401K | 0.0% | N/A | 0.064% | |
2/10/2023 | Franklin Resources Inc. | 25,495,537 | $532.09M | 0.3% | +0.3% | 85.412% | |
2/9/2023 | HighTower Advisors LLC | 159,808 | $3.33M | 0.0% | N/A | 0.535% | |
2/8/2023 | AlphaStar Capital Management LLC | 34,351 | $717K | 0.1% | -10.2% | 0.115% | |
2/7/2023 | Commonwealth Equity Services LLC | 12,767 | $266K | 0.0% | -6.8% | 0.043% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 139,265 | $2.91M | 0.1% | -2.6% | 0.467% | |
2/7/2023 | LPL Financial LLC | 48,447 | $1.01M | 0.0% | +67.6% | 0.162% | |
2/7/2023 | Envestnet Asset Management Inc. | 95,650 | $2.00M | 0.0% | +11.1% | 0.320% | |
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11/16/2022 | Verus Capital Partners LLC | 24,532 | $500K | 0.1% | +2.5% | 0.084% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 143,006 | $2.92M | 0.1% | +4.4% | 0.506% | |
10/26/2022 | Truist Financial Corp | 76,358 | $1.56M | 0.0% | +1.8% | 0.270% | |
8/12/2022 | Franklin Resources Inc. | 37,267,999 | $807.22M | 0.4% | -0.8% | 133.338% | |
8/3/2022 | Envestnet Asset Management Inc. | 115,241 | $2.50M | 0.0% | +5.9% | 0.412% | |
7/27/2022 | Alphastar Capital Management LLC | 38,260 | $829K | 0.1% | -7.5% | 0.121% | |
7/22/2022 | Truist Financial Corp | 75,033 | $1.63M | 0.0% | +3.6% | 0.233% | |
7/19/2022 | Commonwealth Equity Services LLC | 12,606 | $273K | 0.0% | +4.1% | 0.035% | |
5/4/2022 | Benjamin F. Edwards & Company Inc. | 141,684 | $3.36M | 0.1% | -1.9% | 0.342% | |
5/4/2022 | Envestnet Asset Management Inc. | 108,853 | $2.58M | 0.0% | +9.6% | 0.263% | |