8/7/2025 | Allworth Financial LP | 1,342 | $44K | 0.0% | +67,000.0% | 0.011% | |
8/7/2025 | LFA Lugano Financial Advisors SA | 124,430 | $4.04M | 2.4% | N/A | 0.980% | |
8/7/2025 | Rathbones Group PLC | 139,938 | $4.56M | 0.0% | +26.8% | 1.102% | |
8/6/2025 | Prospera Financial Services Inc | 95,347 | $3.11M | 0.1% | N/A | 0.751% | |
8/6/2025 | AE Wealth Management LLC | 61,433 | $2.00M | 0.0% | +40.8% | 0.484% | |
8/5/2025 | Milestone Asset Management LLC | 15,772 | $514K | 0.1% | N/A | 0.124% | |
8/5/2025 | NewSquare Capital LLC | 235,831 | $7.69M | 0.6% | N/A | 1.857% | |
8/4/2025 | Haven Private LLC | 26,289 | $857K | 0.4% | +25.5% | 0.207% | |
8/4/2025 | Integrity Alliance LLC. | 10,074 | $328K | 0.0% | N/A | 0.079% | |
8/4/2025 | AMG National Trust Bank | 13,527 | $441K | 0.0% | +31.5% | 0.107% | |
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8/1/2025 | Austin Private Wealth LLC | 6,534 | $213K | 0.0% | N/A | 0.051% | |
8/1/2025 | Brookwood Investment Group LLC | 13,851 | $451K | 0.1% | N/A | 0.109% | |
8/1/2025 | Envestnet Asset Management Inc. | 66,231 | $2.16M | 0.0% | +175.0% | 0.522% | |
7/31/2025 | Brighton Jones LLC | 9,151 | $298K | 0.0% | N/A | 0.072% | |
7/31/2025 | TSA Wealth Managment LLC | 6,302 | $205K | 0.1% | N/A | 0.050% | |
7/31/2025 | Hobart Private Capital LLC | 141,731 | $4.62M | 1.0% | N/A | 1.116% | |
7/30/2025 | Roman Butler Fullerton & Co. | 8,385 | $271K | 0.1% | N/A | 0.066% | |
7/30/2025 | Patten Group Inc. | 10,071 | $328K | 0.1% | N/A | 0.079% | |
7/30/2025 | D.A. Davidson & CO. | 16,476 | $537K | 0.0% | N/A | 0.130% | |
7/29/2025 | International Assets Investment Management LLC | 7,160 | $233K | 0.0% | N/A | 0.056% | |
7/25/2025 | Lodestar Private Asset Management LLC | 409,110 | $13.33M | 1.5% | +17.0% | 3.221% | |
7/24/2025 | VanderPol Investments L.L.C. | 38,865 | $1.27M | 2.7% | N/A | 0.306% | |
7/24/2025 | IFP Advisors Inc | 2,702 | $88K | 0.0% | +7,405.6% | 0.021% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 3,413,828 | $111.26M | 5.5% | N/A | 26.881% | |
7/22/2025 | Checchi Capital Advisers LLC | 649,084 | $21.15M | 1.2% | -42.9% | 5.111% | |
7/21/2025 | Synergy Asset Management LLC | 117,248 | $3.82M | 0.4% | N/A | 0.923% | |
7/21/2025 | FSA Wealth Partners Inc. | 9,881 | $322K | 0.2% | N/A | 0.078% | |
7/18/2025 | PFG Investments LLC | 13,376 | $436K | 0.0% | N/A | 0.105% | |
7/17/2025 | Tempus Wealth Planning LLC | 34,835 | $1.14M | 0.3% | +1.4% | 0.274% | |
7/15/2025 | Retireful LLC | 25,970 | $846K | 0.6% | N/A | 0.204% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 344,874 | $11.24M | 1.4% | N/A | 2.716% | |
7/9/2025 | Client First Investment Management LLC | 24,513 | $799K | 0.5% | N/A | 0.193% | |
7/3/2025 | Lam Group Inc. | 228,190 | $7.44M | 5.0% | +70.4% | 1.942% | |
5/16/2025 | Jones Financial Companies Lllp | 2,282 | $67K | 0.0% | +68.5% | 0.028% | |
5/16/2025 | NewEdge Advisors LLC | 8,879 | $262K | 0.0% | -70.2% | 0.110% | |
5/8/2025 | Strategic Advocates LLC | 12,113 | $357K | 0.1% | -5.1% | 0.150% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 3,583 | $106K | 0.1% | N/A | 0.044% | |
4/29/2025 | Wayfinding Financial LLC | 1,788 | $52K | 0.0% | N/A | 0.029% | |
4/16/2025 | Lam Group Inc. | 133,930 | $3.95M | 2.9% | +326.2% | 2.143% | |
2/13/2025 | Rathbones Group PLC | 110,463 | $3.13M | 0.0% | +10.4% | 1.973% | |
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2/12/2025 | JPMorgan Chase & Co. | 48,111 | $1.36M | 0.0% | +23.3% | 0.859% | |
2/6/2025 | Jones Financial Companies Lllp | 1,354 | $38K | 0.0% | -56.6% | 0.024% | |
1/23/2025 | Strategic Advocates LLC | 12,759 | $362K | 0.1% | -68.4% | 0.228% | |
1/17/2025 | Janney Montgomery Scott LLC | 32,042 | $909K | 0.0% | N/A | 0.572% | |
1/16/2025 | Lam Group Inc. | 31,425 | $891K | 0.6% | -68.5% | 0.561% | |
1/15/2025 | BTS Asset Management Inc. | 16,665 | $473K | 0.5% | N/A | 0.298% | |
12/26/2024 | JPMorgan Chase & Co. | 39,004 | $1.19M | 0.0% | +1,291.5% | 0.697% | |
11/13/2024 | Fisher Asset Management LLC | 46,197 | $1.41M | 0.0% | -20.8% | 0.825% | |
11/2/2024 | Transcendent Capital Group LLC | 887 | $27K | 0.0% | +343.5% | 0.016% | |
10/24/2024 | Leuthold Group LLC | 181,900 | $5.57M | 0.6% | -0.9% | 3.248% | |
10/18/2024 | Lam Group Inc. | 99,710 | $3.05M | 2.2% | +148.0% | 1.781% | |
8/12/2024 | Leuthold Group LLC | 183,479 | $5.27M | 0.6% | -1.2% | 3.276% | |
8/9/2024 | Rathbones Group PLC | 96,606 | $2.77M | 0.0% | +8.1% | 1.725% | |
8/5/2024 | BTS Asset Management Inc. | 8,896 | $255K | 0.2% | -41.2% | 0.159% | |
7/29/2024 | F M Investments LLC | 78,112 | $2.24M | 0.1% | N/A | 1.395% | |
7/11/2024 | Strategic Advocates LLC | 28,936 | $831K | 0.3% | -53.6% | 0.517% | |
5/6/2024 | Leuthold Group LLC | 185,670 | $5.41M | 0.6% | +0.5% | 3.316% | |
4/22/2024 | BTS Asset Management Inc. | 15,127 | $440K | 0.4% | +12.6% | 0.270% | |
4/3/2024 | Strategic Advocates LLC | 62,352 | $1.82M | 0.7% | +14.6% | 1.039% | |
3/5/2024 | Fisher Asset Management LLC | 27,489 | $823K | 0.0% | N/A | 0.458% | |
2/13/2024 | Rathbones Group PLC | 89,332 | $2.67M | 0.0% | -18.3% | 1.489% | |
2/7/2024 | Strategic Advocates LLC | 54,414 | $1.63M | 0.7% | -21.6% | 0.907% | |
2/6/2024 | Leuthold Group LLC | 184,786 | $5.53M | 0.7% | +1.6% | 3.080% | |
2/6/2024 | Fisher Asset Management LLC | 27,489 | $823K | 0.0% | N/A | 0.458% | |
2/1/2024 | NewSquare Capital LLC | 2,107 | $63K | 0.0% | -99.2% | 0.035% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 2,268 | $68K | 0.0% | N/A | 0.038% | |
1/18/2024 | BTS Asset Management Inc. | 13,436 | $402K | 0.3% | N/A | 0.224% | |
1/18/2024 | Planned Solutions Inc. | 2,072 | $62K | 0.0% | N/A | 0.035% | |
11/13/2023 | Rathbones Group PLC | 109,405 | $2.97M | 0.0% | -8.1% | 1.823% | |
11/8/2023 | Janney Montgomery Scott LLC | 29,910 | $811K | 0.0% | N/A | 0.499% | |
11/7/2023 | Leuthold Group LLC | 181,865 | $4.93M | 0.7% | -2.8% | 3.031% | |
11/3/2023 | NewSquare Capital LLC | 269,472 | $7.31M | 0.8% | -0.9% | 4.491% | |
8/9/2023 | Flow Traders U.S. LLC | 14,119 | $401K | 0.0% | -30.6% | 0.235% | |
8/8/2023 | Leuthold Group LLC | 187,198 | $5.31M | 0.7% | -1.8% | 3.120% | |
8/4/2023 | Rathbones Group PLC | 118,994 | $3.38M | 0.0% | -1.2% | 1.983% | |
8/3/2023 | NewSquare Capital LLC | 271,882 | $7.72M | 0.8% | N/A | 4.531% | |
5/12/2023 | Rathbones Group PLC | 120,500 | $3.44M | 0.0% | +6.2% | 1.759% | |
4/28/2023 | Janney Montgomery Scott LLC | 27,673 | $790K | 0.0% | N/A | 0.404% | |
4/18/2023 | Leuthold Group LLC | 190,587 | $5.44M | 0.7% | +8.3% | 2.782% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 115,543 | $3.20M | 1.1% | N/A | 2.063% | |
2/2/2023 | Congress Wealth Management LLC DE | 10,127 | $281K | 0.0% | -3.7% | 0.181% | |
1/31/2023 | Leuthold Group LLC | 176,054 | $4.88M | 0.7% | +3.9% | 3.144% | |
11/15/2022 | Signature Securities Group Corporation | 2,501 | $63K | 0.0% | -73.6% | 0.061% | |
11/3/2022 | Rathbones Group Plc | 111,559 | $2.80M | 0.0% | +9.8% | 2.721% | |
10/31/2022 | Leuthold Group LLC | 169,405 | $4.25M | 0.6% | +40.8% | 4.132% | |
8/13/2022 | NewEdge Advisors LLC | 28,619 | $803K | 0.0% | +88.0% | 0.753% | |
8/12/2022 | Congress Wealth Management LLC DE | 10,613 | $298K | 0.0% | -4.0% | 0.279% | |
8/4/2022 | BTS Asset Management Inc. | 11,391 | $320K | 0.7% | +28.0% | 0.300% | |
8/1/2022 | Leuthold Group LLC | 120,305 | $3.38M | 0.5% | +1.3% | 3.166% | |
7/20/2022 | Signature Securities Group Corporation | 9,476 | $265K | 0.1% | +13.4% | 0.249% | |
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5/11/2022 | Rathbones Group PLC | 108,666 | $3.47M | 0.0% | -12.1% | 2.717% | |
5/10/2022 | Berger Financial Group Inc | 21,426 | $683K | 0.1% | +9.4% | 0.536% | |
5/4/2022 | Leuthold Group LLC | 118,776 | $3.79M | 0.5% | -2.1% | 2.969% | |
2/15/2022 | BTS Asset Management Inc. | 8,820 | $305K | 0.1% | +12.6% | 0.221% | |
2/10/2022 | Rathbones Group PLC | 123,598 | $4.28M | 0.0% | +3.8% | 3.090% | |
2/9/2022 | Baird Financial Group Inc. | 13,647 | $472K | 0.0% | +13.9% | 0.341% | |
2/8/2022 | Elmwood Wealth Management Inc. | 16,650 | $576K | 0.3% | N/A | 0.416% | |
1/26/2022 | Berger Financial Group Inc | 19,582 | $677K | 0.1% | +2.3% | 0.490% | |
1/26/2022 | Signature Securities Group Corporation | 8,513 | $294K | 0.1% | -56.5% | 0.213% | |
11/15/2021 | Flow Traders U.S. LLC | 7,857 | $277K | 0.0% | N/A | 0.171% | |