5/2/2025 | Sigma Planning Corp | 6,808 | $213K | 0.0% | -20.6% | 0.012% | |
4/30/2025 | Aspen Wealth Strategies LLC | 175,898 | $5.51M | 3.6% | N/A | 0.309% | |
4/30/2025 | Stratos Wealth Advisors LLC | 44,638 | $1.40M | 0.1% | N/A | 0.078% | |
4/30/2025 | Stratos Investment Management LLC | 234,037 | $7.34M | 0.4% | -24.2% | 0.411% | |
4/29/2025 | Envestnet Asset Management Inc. | 679,793 | $21.31M | 0.0% | +984.4% | 1.194% | |
4/29/2025 | Bank of New York Mellon Corp | 77,895 | $2.44M | 0.0% | N/A | 0.137% | |
4/29/2025 | OneDigital Investment Advisors LLC | 183,447 | $5.75M | 0.1% | +74.2% | 0.322% | |
4/28/2025 | D.A. Davidson & CO. | 81,381 | $2.55M | 0.0% | +17.6% | 0.143% | |
4/28/2025 | Private Trust Co. NA | 2,760 | $86K | 0.0% | N/A | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 16,740 | $525K | 0.0% | +1,181.8% | 0.029% | |
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4/22/2025 | JFS Wealth Advisors LLC | 2,800 | $88K | 0.0% | -27.1% | 0.005% | |
4/22/2025 | FMA Wealth Management LLC | 86,158 | $2.87M | 2.2% | -1.2% | 0.151% | |
4/22/2025 | Flagship Harbor Advisors LLC | 9,222 | $289K | 0.0% | N/A | 0.016% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 181,747 | $5.70M | 0.0% | +19.9% | 0.319% | |
4/21/2025 | LongView Wealth Management | 143,851 | $4.51M | 1.4% | +101.8% | 0.253% | |
4/18/2025 | Cornerstone Wealth Management LLC | 40,347 | $1.26M | 0.1% | N/A | 0.071% | |
4/18/2025 | Demars Financial Group LLC | 512,046 | $16.34M | 0.1% | -4.3% | 0.900% | |
4/17/2025 | Lynch & Associates IN | 41,268 | $1.29M | 0.3% | +137.9% | 0.073% | |
4/17/2025 | Janney Montgomery Scott LLC | 58,365 | $1.83M | 0.0% | +30.3% | 0.103% | |
4/16/2025 | IAG Wealth Partners LLC | 78,190 | $2.45M | 0.4% | +39,389.9% | 0.137% | |
4/16/2025 | Parkside Investments LLC | 438,346 | $13.74M | 2.0% | +6.8% | 0.770% | |
4/15/2025 | Noble Wealth Management PBC | 97,457 | $3.05M | 2.1% | +4.3% | 0.171% | |
4/15/2025 | InTrack Investment Management Inc | 7,104 | $223K | 0.2% | N/A | 0.012% | |
4/11/2025 | KFG Wealth Management LLC | 464,696 | $14.56M | 2.6% | +9.7% | 0.816% | |
4/10/2025 | Richard P Slaughter Associates Inc | 1,149,285 | $36.02M | 8.4% | N/A | 2.019% | |
4/7/2025 | AdvisorNet Financial Inc | 121,834 | $3.82M | 0.3% | +31.6% | 0.214% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,975 | $328K | 0.0% | N/A | 0.018% | |
2/24/2025 | Great Valley Advisor Group Inc. | 53,666 | $1.76M | 0.0% | N/A | 0.094% | |
2/18/2025 | Sunbelt Securities Inc. | 20,579 | $677K | 0.1% | -8.8% | 0.036% | |
2/18/2025 | First Heartland Consultants Inc. | 33,867 | $1.11M | 0.1% | N/A | 0.059% | |
2/17/2025 | Waverly Advisors LLC | 6,218 | $204K | 0.0% | N/A | 0.011% | |
2/17/2025 | Cetera Investment Advisers | 253,397 | $8.32M | 0.0% | -10.9% | 0.445% | |
2/14/2025 | Comerica Bank | 2,675 | $88K | 0.0% | N/A | 0.005% | |
2/14/2025 | Capital Analysts LLC | 838 | $28K | 0.0% | N/A | 0.001% | |
2/14/2025 | OneDigital Investment Advisors LLC | 105,334 | $3.46M | 0.0% | N/A | 0.185% | |
2/14/2025 | MML Investors Services LLC | 58,299 | $1.92M | 0.0% | +45.7% | 0.102% | |
2/13/2025 | Demars Financial Group LLC | 535,015 | $16.29M | 0.1% | +3,108.5% | 0.940% | |
2/13/2025 | Belpointe Asset Management LLC | 30,384 | $998K | 0.1% | N/A | 0.053% | |
2/13/2025 | Raymond James Financial Inc. | 251,538 | $8.26M | 0.0% | N/A | 0.442% | |
2/13/2025 | FMR LLC | 9,554,800 | $313.88M | 0.0% | +45.7% | 16.786% | |
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2/13/2025 | Envestnet Asset Management Inc. | 62,687 | $2.06M | 0.0% | -10.6% | 0.110% | |
2/13/2025 | Wells Fargo & Company MN | 1,032 | $34K | 0.0% | -27.9% | 0.002% | |
2/12/2025 | Huntington National Bank | 4,803 | $158K | 0.0% | -40.8% | 0.008% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,485 | $149K | 0.0% | +94.2% | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 321,923 | $10.58M | 0.0% | +53.6% | 0.566% | |
2/12/2025 | BG Investment Services Inc. | 26,849 | $882K | 0.9% | N/A | 0.047% | |
2/11/2025 | LPL Financial LLC | 435,996 | $14.32M | 0.0% | -2.1% | 0.766% | |
2/10/2025 | Harbour Investments Inc. | 2,812 | $92K | 0.0% | +34.3% | 0.005% | |
2/10/2025 | Commonwealth Equity Services LLC | 921,565 | $30.27M | 0.0% | +43.9% | 1.619% | |
2/10/2025 | Avantax Advisory Services Inc. | 25,764 | $846K | 0.0% | +7.2% | 0.045% | |
2/7/2025 | PFG Advisors | 48,385 | $1.59M | 0.1% | +45.5% | 0.085% | |
2/7/2025 | HighTower Advisors LLC | 12,682 | $417K | 0.0% | -44.3% | 0.022% | |
2/7/2025 | Staley Capital Advisers Inc. | 22,920 | $753K | 0.0% | N/A | 0.040% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,723 | $221K | 0.0% | +169.6% | 0.012% | |
2/7/2025 | Evergreen Private Wealth LLC | 28,982 | $952K | 0.4% | +3.9% | 0.051% | |
2/6/2025 | Raymond James Financial Inc. | 251,538 | $8.26M | 0.0% | N/A | 0.442% | |
2/6/2025 | Proficio Capital Partners LLC | 130,785 | $4.30M | 0.1% | N/A | 0.230% | |
2/5/2025 | Noble Wealth Management PBC | 93,431 | $3.07M | 2.1% | N/A | 0.164% | |
2/5/2025 | Veridan Wealth LLC | 6,140 | $210K | 0.1% | N/A | 0.011% | |
2/5/2025 | Proficio Capital Partners LLC | 4,296,287 | $141.13M | 0.1% | N/A | 7.548% | |
2/3/2025 | Sigma Planning Corp | 8,571 | $282K | 0.0% | -12.5% | 0.015% | |
2/3/2025 | TBH Global Asset Management LLC | 31,563 | $1.10M | 0.3% | +12.3% | 0.055% | |
2/3/2025 | Private Advisor Group LLC | 51,544 | $1.69M | 0.0% | N/A | 0.091% | |
2/3/2025 | Gimbal Financial | 47,687 | $1.57M | 1.3% | +6.5% | 0.084% | |
1/31/2025 | D.A. Davidson & CO. | 69,176 | $2.27M | 0.0% | +8.7% | 0.122% | |
1/31/2025 | Truist Financial Corp | 16,525 | $543K | 0.0% | +5.3% | 0.029% | |
1/30/2025 | Principal Securities Inc. | 13,517 | $444K | 0.0% | -79.4% | 0.024% | |
1/27/2025 | Geneva Partners LLC | 11,618 | $382K | 0.2% | N/A | 0.020% | |
1/27/2025 | Stratos Investment Management LLC | 308,853 | $10.15M | 0.6% | +28.9% | 0.543% | |
1/23/2025 | Fifth Third Securities Inc. | 40,276 | $1.32M | 0.1% | -2.8% | 0.071% | |
1/22/2025 | Parkside Investments LLC | 410,323 | $13.48M | 2.0% | +15.4% | 0.721% | |
1/21/2025 | KFG Wealth Management LLC | 423,550 | $13.91M | 2.6% | +29.1% | 0.744% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,119 | $70K | 0.0% | N/A | 0.004% | |
1/21/2025 | Benin Management CORP | 10,033 | $330K | 0.1% | N/A | 0.018% | |
1/17/2025 | Traynor Capital Management Inc. | 16,290 | $535K | 0.0% | -4.7% | 0.029% | |
1/17/2025 | Janney Montgomery Scott LLC | 44,779 | $1.47M | 0.0% | +482.9% | 0.079% | |
1/15/2025 | LongView Wealth Management | 71,271 | $2.34M | 0.7% | -2.4% | 0.125% | |
1/15/2025 | Certified Advisory Corp | 39,225 | $1.29M | 0.1% | +33.8% | 0.069% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 405,829 | $13.33M | 1.8% | N/A | 0.713% | |
1/13/2025 | AdvisorNet Financial Inc | 92,593 | $3.04M | 0.3% | +41.9% | 0.163% | |
1/10/2025 | Lynch & Associates IN | 17,345 | $570K | 0.1% | +13.3% | 0.030% | |
12/26/2024 | JPMorgan Chase & Co. | 209,570 | $6.74M | 0.0% | +20,732.0% | 0.368% | |
11/15/2024 | MML Investors Services LLC | 40,021 | $1.29M | 0.0% | +26.5% | 0.070% | |
11/15/2024 | HighTower Advisors LLC | 22,749 | $732K | 0.0% | +118.8% | 0.040% | |
11/13/2024 | D.A. Davidson & CO. | 63,659 | $2.05M | 0.0% | +105.5% | 0.112% | |
11/13/2024 | FMR LLC | 6,556,111 | $210.85M | 0.0% | +51.7% | 11.518% | |
11/12/2024 | Certified Advisory Corp | 29,309 | $943K | 0.1% | +2.3% | 0.051% | |
11/12/2024 | Nwam LLC | 21,630 | $696K | 0.0% | N/A | 0.038% | |
11/8/2024 | Prospera Financial Services Inc | 6,680 | $215K | 0.0% | N/A | 0.012% | |
11/7/2024 | Pathstone Holdings LLC | 188,244 | $6.05M | 0.0% | +3.7% | 0.331% | |
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11/1/2024 | Demars Financial Group LLC | 16,675 | $536K | 0.2% | -14.0% | 0.029% | |
10/25/2024 | Gimbal Financial | 44,776 | $1.45M | 0.9% | N/A | 0.079% | |
10/25/2024 | Traynor Capital Management Inc. | 17,092 | $550K | 0.0% | -78.9% | 0.030% | |
10/18/2024 | Raymond James & Associates | 93,840 | $3.02M | 0.0% | -2.7% | 0.165% | |
10/18/2024 | Stratos Investment Management LLC | 239,568 | $7.71M | 0.5% | +6.3% | 0.421% | |
10/17/2024 | OmniStar Financial Group Inc. | 35,375 | $1.14M | 0.9% | +10.6% | 0.062% | |
10/16/2024 | Lynch & Associates IN | 15,305 | $492K | 0.1% | +35.4% | 0.027% | |
10/15/2024 | FMA Wealth Management LLC | 87,284 | $2.81M | 2.0% | N/A | 0.153% | |
10/9/2024 | LongView Wealth Management | 73,044 | $2.35M | 0.7% | +6.9% | 0.128% | |
10/4/2024 | Peoples Bank KS | 929 | $30K | 0.0% | N/A | 0.002% | |