5/19/2025 | Jane Street Group LLC | 9,378 | $290K | 0.0% | -7.3% | 0.335% | |
5/15/2025 | EP Wealth Advisors LLC | 663,973 | $20.53M | 0.2% | -6.5% | 23.713% | |
5/13/2025 | EverSource Wealth Advisors LLC | 50,269 | $1.55M | 0.1% | +9.1% | 1.795% | |
5/5/2025 | Treasure Coast Financial Planning | 246,538 | $7.62M | 4.7% | +8.4% | 8.805% | |
4/23/2025 | SFG Wealth Management LLC. | 20,432 | $632K | 0.3% | N/A | 0.730% | |
2/17/2025 | EP Wealth Advisors LLC | 710,346 | $19.69M | 0.2% | -1.4% | 29.598% | |
2/14/2025 | Jane Street Group LLC | 10,115 | $280K | 0.0% | -38.7% | 0.421% | |
2/14/2025 | Susquehanna International Group LLP | 125,699 | $3.48M | 0.0% | +20.1% | 5.237% | |
2/12/2025 | Franklin Resources Inc. | 80,380 | $2.23M | 0.0% | +5.5% | 3.349% | |
2/11/2025 | LPL Financial LLC | 17,936 | $497K | 0.0% | -6.7% | 0.747% | |
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2/10/2025 | EverSource Wealth Advisors LLC | 46,058 | $1.28M | 0.1% | +100.7% | 1.919% | |
1/31/2025 | Treasure Coast Financial Planning | 227,469 | $6.31M | 4.2% | -3.5% | 9.478% | |
11/27/2024 | Franklin Resources Inc. | 76,195 | $2.29M | 0.0% | -28.4% | 3.175% | |
11/15/2024 | EP Wealth Advisors LLC | 720,642 | $22.34M | 0.2% | N/A | 30.027% | |
11/15/2024 | Jane Street Group LLC | 16,495 | $511K | 0.0% | -56.5% | 0.687% | |
11/14/2024 | Flow Traders U.S. LLC | 361,920 | $11.22M | 0.6% | +1.7% | 15.080% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 57,470 | $1.78M | 0.1% | -12.7% | 2.395% | |
10/9/2024 | Martel Wealth Advisors Inc | 7,438 | $226K | 0.0% | -11.9% | 0.310% | |
8/14/2024 | EverSource Wealth Advisors LLC | 20,022 | $595K | 0.0% | +7.8% | 0.834% | |
7/10/2024 | Advocacy Wealth Management Services LLC | 65,838 | $1.91M | 0.2% | -22.3% | 2.743% | |
6/11/2024 | EverSource Wealth Advisors LLC | 18,579 | $539K | 0.0% | +1,049.0% | 0.774% | |
5/15/2024 | Flow Traders U.S. LLC | 293,801 | $8.74M | 0.5% | -58.0% | 12.242% | |
4/27/2024 | Treasure Coast Financial Planning | 239,009 | $7.11M | 4.6% | +6.0% | 9.959% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 84,740 | $2.52M | 0.2% | -80.7% | 2.018% | |
2/15/2024 | OLD Mission Capital LLC | 1,056,043 | $29.78M | 0.5% | N/A | 25.144% | |
2/13/2024 | Belpointe Asset Management LLC | 17,541 | $495K | 0.0% | -65.6% | 0.418% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,617 | $46K | 0.0% | N/A | 0.039% | |
2/1/2024 | Treasure Coast Financial Planning | 225,528 | $6.36M | 4.4% | -1.3% | 5.370% | |
1/23/2024 | Advocacy Wealth Management Services LLC | 439,675 | $12.40M | 1.2% | -83.9% | 10.468% | |
11/16/2023 | Belpointe Asset Management LLC | 51,011 | $1.30M | 0.1% | N/A | 1.215% | |
11/6/2023 | Treasure Coast Financial Planning | 228,520 | $5.82M | 4.0% | +0.3% | 5.441% | |
10/26/2023 | Advocacy Wealth Management Services LLC | 2,733,323 | $69.60M | 7.7% | +4.7% | 65.079% | |
10/25/2023 | Sage Mountain Advisors LLC | 4,729 | $120K | 0.0% | N/A | 0.113% | |
7/31/2023 | LPL Financial LLC | 31,825 | $857K | 0.0% | -52.6% | 0.758% | |
7/21/2023 | Treasure Coast Financial Planning | 227,740 | $6.14M | 4.1% | -0.4% | 5.422% | |
7/20/2023 | Advocacy Wealth Management Services LLC | 2,611,412 | $70.35M | 8.0% | +2.7% | 62.176% | |
5/4/2023 | Treasure Coast Financial Planning | 228,609 | $6.08M | 4.2% | -5.4% | 5.443% | |
4/14/2023 | Advocacy Wealth Management Services LLC | 2,542,900 | $67.57M | 8.2% | +11,933.4% | 60.545% | |
3/6/2023 | OLD Mission Capital LLC | 42,906 | $1.03M | 0.0% | -8.1% | 2.384% | |
2/7/2023 | LPL Financial LLC | 61,354 | $1.47M | 0.0% | +154.0% | 3.409% | |
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2/7/2023 | Treasure Coast Financial Planning | 241,571 | $5.81M | 4.3% | +1.1% | 13.421% | |
11/14/2022 | OLD Mission Capital LLC | 46,688 | $939K | 0.0% | +250.5% | 2.594% | |
11/2/2022 | Treasure Coast Financial Planning | 239,023 | $4.81M | 3.9% | +5.2% | 13.279% | |
8/13/2022 | Flow Traders U.S. LLC | 65,134 | $1.49M | 0.1% | -55.9% | 4.652% | |
8/12/2022 | Franklin Resources Inc. | 4,072,703 | $92.90M | 0.0% | -14.9% | 290.907% | |
8/2/2022 | Treasure Coast Financial Planning | 227,295 | $5.19M | 4.0% | +50.6% | 16.235% | |
7/6/2022 | Advocacy Wealth Management Services LLC | 21,132 | $482K | 0.1% | -98.0% | 0.391% | |
5/31/2022 | Mid American Wealth Advisory Group Inc. | 60,826 | $1.64M | 1.3% | N/A | 1.049% | |
5/9/2022 | Treasure Coast Financial Planning | 150,897 | $4.07M | 3.1% | +15.5% | 2.794% | |
5/2/2022 | Brandywine Oak Private Wealth LLC | 49,481 | $1.33M | 0.2% | +0.8% | 0.853% | |
4/4/2022 | Advocacy Wealth Management Services LLC | 1,083,624 | $29.53M | 5.1% | N/A | 15.936% | |
2/15/2022 | Treasure Coast Financial Planning | 130,615 | $3.84M | 3.0% | N/A | 1.814% | |
2/10/2022 | OLD Mission Capital LLC | 12,696 | $373K | 0.0% | -42.9% | 0.176% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 29,800 | $876K | 0.0% | -9.9% | 0.414% | |
12/3/2021 | Kingsview Wealth Management LLC | 27,879 | $788K | 0.0% | N/A | 0.387% | |
11/16/2021 | Jane Street Group LLC | 83,593 | $2.36M | 0.0% | -36.6% | 1.229% | |
11/15/2021 | Franklin Resources Inc. | 5,969,886 | $168.80M | 0.1% | -0.9% | 87.792% | |
11/12/2021 | OLD Mission Capital LLC | 22,236 | $629K | 0.0% | -87.1% | 0.327% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 33,070 | $935K | 0.0% | N/A | 0.486% | |
8/13/2021 | OLD Mission Capital LLC | 172,103 | $4.97M | 0.2% | N/A | 2.531% | |
8/13/2021 | Franklin Resources Inc. | 6,023,453 | $173.78M | 0.1% | -23.4% | 88.580% | |
8/11/2021 | Susquehanna International Group LLP | 44,568 | $1.29M | 0.0% | -48.3% | 0.655% | |