8/1/2025 | Wealth Watch Advisors INC | 87,305 | $2.57M | 1.5% | -12.0% | 3.234% | |
8/1/2025 | Envestnet Asset Management Inc. | 32,507 | $957K | 0.0% | +41.6% | 1.204% | |
7/30/2025 | Strategic Blueprint LLC | 13,521 | $398K | 0.0% | +8.9% | 0.501% | |
7/29/2025 | Kraft Davis & Associates LLC | 61,083 | $1.87M | 0.5% | N/A | 2.262% | |
7/28/2025 | Harbour Investments Inc. | 19,247 | $567K | 0.0% | -8.4% | 0.713% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 8,944 | $263K | 0.2% | N/A | 0.331% | |
7/22/2025 | Global Assets Advisory LLC | 11,520 | $333K | 0.1% | -66.7% | 0.427% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 10,919 | $321K | 0.1% | N/A | 0.437% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 80,430 | $2.37M | 0.1% | +1.1% | 3.217% | |
7/14/2025 | Sowell Financial Services LLC | 18,512 | $545K | 0.0% | +36.9% | 0.740% | |
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7/10/2025 | Redhawk Wealth Advisors Inc. | 10,509 | $309K | 0.0% | +5.6% | 0.420% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 7,579 | $223K | 0.1% | N/A | 0.303% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 30,129 | $887K | 0.1% | -11.7% | 1.205% | |
7/2/2025 | HBW Advisory Services LLC | 243,547 | $7.17M | 0.9% | -9.3% | 9.941% | |
5/19/2025 | Jane Street Group LLC | 30,309 | $707K | 0.0% | +88.6% | 1.290% | |
5/15/2025 | Centric Wealth Management | 14,725 | $343K | 0.1% | +18.0% | 0.627% | |
5/14/2025 | Flow Traders U.S. LLC | 65,926 | $1.54M | 0.1% | N/A | 2.805% | |
5/12/2025 | Maia Wealth LLC | 16,533 | $373K | 0.1% | N/A | 0.704% | |
5/8/2025 | Harbour Investments Inc. | 21,012 | $490K | 0.0% | -37.6% | 0.894% | |
5/6/2025 | Assetmark Inc. | 107,678 | $2.51M | 0.0% | +16.6% | 4.582% | |
5/6/2025 | Cetera Investment Advisers | 54,767 | $1.28M | 0.0% | +6.4% | 2.331% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,533 | $269K | 0.0% | N/A | 0.491% | |
5/6/2025 | Atria Investments Inc | 447,916 | $10.45M | 0.1% | -27.0% | 19.060% | |
5/6/2025 | AE Wealth Management LLC | 29,921 | $698K | 0.0% | +8.7% | 1.273% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 79,580 | $1.86M | 0.1% | -0.9% | 3.248% | |
4/29/2025 | Envestnet Asset Management Inc. | 22,963 | $536K | 0.0% | +7.5% | 0.937% | |
4/29/2025 | Strategic Blueprint LLC | 12,419 | $290K | 0.0% | N/A | 0.507% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 48,794 | $1.14M | 0.1% | -16.3% | 1.992% | |
4/23/2025 | Global Assets Advisory LLC | 34,560 | $774K | 0.1% | N/A | 1.411% | |
4/17/2025 | Sowell Financial Services LLC | 13,525 | $315K | 0.0% | N/A | 0.552% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 9,950 | $232K | 0.0% | N/A | 0.406% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 34,103 | $795K | 0.1% | +11.8% | 1.392% | |
4/9/2025 | HBW Advisory Services LLC | 268,405 | $6.26M | 0.9% | +5.2% | 10.955% | |
4/9/2025 | NBC Securities Inc. | 17,571 | $409K | 0.0% | +109,718.8% | 0.717% | |
2/18/2025 | Glen Eagle Advisors LLC | 6,042 | $154K | 0.0% | -5.7% | 0.465% | |
2/17/2025 | Cetera Investment Advisers | 51,467 | $1.31M | 0.0% | -51.9% | 3.959% | |
2/14/2025 | Jane Street Group LLC | 16,071 | $410K | 0.0% | -62.5% | 1.236% | |
2/13/2025 | Mariner LLC | 608,868 | $15.54M | 0.0% | -1.3% | 46.836% | |
2/13/2025 | Envestnet Asset Management Inc. | 21,359 | $545K | 0.0% | +17.4% | 1.643% | |
2/12/2025 | Centric Wealth Management | 12,478 | $319K | 0.1% | +33.6% | 0.960% | |
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2/10/2025 | Creative Financial Designs Inc. ADV | 58,300 | $1.49M | 0.1% | +17.1% | 4.485% | |
2/10/2025 | Harbour Investments Inc. | 33,653 | $859K | 0.0% | +2.1% | 2.589% | |
2/6/2025 | Atria Investments Inc | 613,778 | $15.67M | 0.2% | -1.3% | 47.214% | |
2/6/2025 | Assetmark Inc. | 92,320 | $2.36M | 0.0% | N/A | 7.102% | |
1/31/2025 | Kestra Investment Management LLC | 1,084 | $28K | 0.0% | N/A | 0.083% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 80,280 | $2.05M | 0.1% | -2.6% | 6.175% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 30,509 | $779K | 0.2% | +23.6% | 2.347% | |
1/10/2025 | HBW Advisory Services LLC | 255,026 | $6.51M | 0.9% | +0.5% | 19.617% | |
11/25/2024 | Sanctuary Advisors LLC | 9,659 | $253K | 0.0% | N/A | 0.743% | |
11/15/2024 | Glen Eagle Advisors LLC | 6,405 | $156K | 0.0% | -11.7% | 0.493% | |
11/15/2024 | Jane Street Group LLC | 42,832 | $1.04M | 0.0% | N/A | 3.295% | |
11/5/2024 | Harbour Investments Inc. | 32,970 | $803K | 0.0% | +21,880.0% | 2.536% | |
11/1/2024 | Atria Investments Inc | 621,942 | $15.15M | 0.2% | -6.5% | 47.842% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 49,798 | $1.21M | 0.1% | +4.0% | 3.831% | |
10/4/2024 | HBW Advisory Services LLC | 253,745 | $6.18M | 0.9% | N/A | 19.519% | |
8/22/2024 | Cetera Investment Advisers | 76,733 | $1.80M | 0.0% | +13.4% | 5.903% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 90,905 | $2.13M | 0.1% | -1.5% | 6.993% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 24,878 | $584K | 0.2% | N/A | 1.914% | |
5/24/2024 | Cetera Advisors LLC | 53,537 | $1.20M | 0.0% | N/A | 4.118% | |
5/21/2024 | Atria Investments Inc | 673,602 | $15.05M | 0.2% | +18.5% | 51.816% | |
4/5/2024 | NBC Securities Inc. | 17,814 | $397K | 0.0% | +10.1% | 8.907% | |
2/7/2024 | NBC Securities Inc. | 16,176 | $319K | 0.0% | +15.0% | 8.088% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 67,900 | $1.34M | 0.1% | +253.6% | 33.950% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 13,081 | $258K | 0.0% | +71.6% | 6.541% | |
11/13/2023 | Mariner LLC | 559,556 | $9.62M | 0.0% | N/A | 279.778% | |
11/7/2023 | Atria Investments Inc | 556,269 | $9.56M | 0.2% | N/A | 278.135% | |
11/4/2023 | NBC Securities Inc. | 14,072 | $241K | 0.0% | N/A | 7.036% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 19,200 | $330K | 0.0% | N/A | 9.600% | |
8/9/2023 | Flow Traders U.S. LLC | 23,975 | $436K | 0.0% | -3.2% | 11.988% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 3,470 | $63K | 0.0% | +638.3% | 1.735% | |
4/19/2023 | International Assets Investment Management LLC | 166,406 | $5.55M | 0.8% | N/A | 83.203% | |
11/15/2022 | Flow Traders U.S. LLC | 10,771 | $152K | 0.0% | -33.1% | 5.386% | |
8/13/2022 | Flow Traders U.S. LLC | 16,106 | $222K | 0.0% | -36.0% | 8.053% | |
8/11/2022 | Cetera Investment Advisers | 32,703 | $451K | 0.0% | -2.2% | 16.352% | |
2/15/2022 | Laidlaw Wealth Management LLC | 21,065 | $459K | 0.1% | -46.2% | 10.533% | |
2/3/2022 | Advisor Group Holdings Inc. | 5,295 | $116K | 0.0% | N/A | 2.648% | |
11/12/2021 | Laidlaw Wealth Management LLC | 39,165 | $850K | 0.2% | N/A | 26.110% | |
8/24/2021 | Flow Traders U.S. LLC | 15,037 | $333K | 0.0% | N/A | 10.025% | |