8/1/2025 | Envestnet Asset Management Inc. | 52,736 | $1.70M | 0.0% | -6.4% | 2.548% | |
7/29/2025 | Ballast Inc. | 6,320 | $204K | 0.1% | N/A | 0.305% | |
7/21/2025 | Ameritas Advisory Services LLC | 875 | $28K | 0.0% | N/A | 0.042% | |
7/18/2025 | Truist Financial Corp | 52,548 | $1.70M | 0.0% | -6.4% | 2.539% | |
7/15/2025 | Retireful LLC | 35,786 | $1.16M | 0.8% | -5.7% | 1.729% | |
5/16/2025 | Jones Financial Companies Lllp | 48,197 | $1.53M | 0.0% | N/A | 2.306% | |
5/15/2025 | Royal Bank of Canada | 16,030 | $510K | 0.0% | -5.2% | 0.767% | |
5/13/2025 | Rossmore Private Capital | 31,745 | $1.01M | 0.1% | -8.8% | 1.519% | |
5/7/2025 | LPL Financial LLC | 108,587 | $3.45M | 0.0% | +4.6% | 5.196% | |
4/29/2025 | Envestnet Asset Management Inc. | 56,325 | $1.79M | 0.0% | N/A | 2.470% | |
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4/10/2025 | Retireful LLC | 37,936 | $1.20M | 1.2% | -22.5% | 1.694% | |
2/14/2025 | Jane Street Group LLC | 10,029 | $314K | 0.0% | N/A | 0.438% | |
2/14/2025 | Comerica Bank | 3,376 | $106K | 0.0% | N/A | 0.147% | |
2/13/2025 | Raymond James Financial Inc. | 29,150 | $912K | 0.0% | N/A | 1.273% | |
2/13/2025 | Wells Fargo & Company MN | 43,919 | $1.37M | 0.0% | +107.6% | 1.918% | |
2/11/2025 | LPL Financial LLC | 103,798 | $3.25M | 0.0% | -12.5% | 4.533% | |
2/6/2025 | Raymond James Financial Inc. | 29,150 | $912K | 0.0% | N/A | 1.273% | |
2/6/2025 | SBI Securities Co. Ltd. | 1,190 | $37K | 0.0% | N/A | 0.052% | |
1/28/2025 | AlphaStar Capital Management LLC | 10,874 | $340K | 0.0% | -52.8% | 0.475% | |
1/27/2025 | Win Advisors Inc. | 29,245 | $915K | 0.4% | -15.8% | 1.277% | |
1/15/2025 | Retireful LLC | 48,971 | $1.53M | 0.9% | -1.1% | 2.138% | |
11/8/2024 | Retireful LLC | 49,538 | $1.62M | 1.2% | N/A | 2.163% | |
7/26/2024 | AlphaStar Capital Management LLC | 23,082 | $708K | 0.1% | -2.8% | 1.008% | |
4/24/2024 | Win Advisors Inc. | 41,142 | $1.28M | 0.6% | N/A | 1.758% | |
2/7/2024 | AlphaStar Capital Management LLC | 26,563 | $824K | 0.1% | -1.7% | 1.130% | |
2/5/2024 | Silver Oak Securities Incorporated | 101,275 | $3.14M | 0.4% | N/A | 4.310% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 6,775 | $210K | 0.1% | N/A | 0.288% | |
1/16/2024 | Raymond James & Associates | 31,212 | $969K | 0.0% | +14.2% | 1.328% | |
11/4/2023 | NBC Securities Inc. | 973 | $28K | 0.0% | N/A | 0.041% | |
10/24/2023 | Raymond James & Associates | 27,335 | $787K | 0.0% | +17.8% | 1.163% | |
8/3/2023 | AlphaStar Capital Management LLC | 27,052 | $820K | 0.1% | -81.5% | 1.151% | |
7/25/2023 | Raymond James & Associates | 23,214 | $703K | 0.0% | +14.2% | 0.988% | |
5/10/2023 | Moran Wealth Management LLC | 119,641 | $3.63M | 0.1% | +13.0% | 4.729% | |
5/3/2023 | AlphaStar Capital Management LLC | 145,887 | $4.33M | 0.4% | +24.2% | 5.766% | |
5/3/2023 | Youngs Advisory Group Inc. | 18,092 | $549K | 0.3% | -47.6% | 0.715% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,252 | $68K | 0.0% | N/A | 0.089% | |
3/6/2023 | OLD Mission Capital LLC | 12,677 | $374K | 0.0% | N/A | 0.461% | |
2/13/2023 | Moran Wealth Management LLC | 105,890 | $3.12M | 0.1% | N/A | 3.851% | |
2/8/2023 | Raymond James & Associates | 20,615 | $608K | 0.0% | +16.4% | 0.750% | |
2/8/2023 | Belpointe Asset Management LLC | 848 | $25K | 0.0% | N/A | 0.031% | |
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2/8/2023 | AlphaStar Capital Management LLC | 117,463 | $3.46M | 0.4% | -7.8% | 4.271% | |
2/7/2023 | Commonwealth Equity Services LLC | 22,283 | $657K | 0.0% | N/A | 0.810% | |
2/7/2023 | LPL Financial LLC | 24,495 | $722K | 0.0% | -17.5% | 0.891% | |
1/25/2023 | Fifth Third Bancorp | 5,177 | $153K | 0.0% | N/A | 0.178% | |
1/25/2023 | Youngs Advisory Group Inc. | 34,517 | $1.02M | 0.6% | -34.4% | 1.186% | |
11/8/2022 | Rossmore Private Capital | 33,240 | $938K | 0.2% | +13.1% | 1.213% | |
11/4/2022 | CX Institutional | 8,574 | $242K | 0.0% | +19.1% | 0.313% | |
10/25/2022 | Raymond James & Associates | 17,707 | $500K | 0.0% | +8.8% | 0.632% | |
10/21/2022 | Alphastar Capital Management LLC | 127,368 | $3.60M | 0.4% | -6.3% | 4.549% | |
10/18/2022 | Youngs Advisory Group Inc. | 52,614 | $1.49M | 1.0% | +4.0% | 1.913% | |
8/3/2022 | Envestnet Asset Management Inc. | 132,134 | $4.06M | 0.0% | -5.1% | 4.276% | |
7/27/2022 | Alphastar Capital Management LLC | 135,878 | $4.18M | 0.4% | -4.9% | 4.383% | |
7/26/2022 | Joseph P. Lucia & Associates LLC | 7,125 | $219K | 0.2% | -9.2% | 0.230% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,062 | $524K | 0.0% | +25.2% | 0.549% | |
7/13/2022 | Youngs Advisory Group Inc. | 50,584 | $1.56M | 1.0% | N/A | 1.626% | |
5/9/2022 | CX Institutional | 7,217 | $246K | 0.0% | +7.6% | 0.229% | |
5/9/2022 | Rossmore Private Capital | 26,525 | $905K | 0.1% | +37.6% | 0.842% | |
5/4/2022 | Commonwealth Equity Services LLC | 13,632 | $465K | 0.0% | -7.3% | 0.429% | |
5/4/2022 | Envestnet Asset Management Inc. | 139,235 | $4.75M | 0.0% | -7.7% | 4.378% | |
4/28/2022 | Alphastar Capital Management LLC | 142,822 | $4.87M | 0.4% | -6.2% | 4.491% | |
4/27/2022 | Cliftonlarsonallen Wealth Advisors LLC | 24,728 | $844K | 0.0% | N/A | 0.778% | |
4/19/2022 | Joseph P. Lucia & Associates LLC | 7,850 | $268K | 0.2% | -7.1% | 0.250% | |
2/8/2022 | Raymond James & Associates | 22,018 | $780K | 0.0% | +7.5% | 0.734% | |
2/7/2022 | Rossmore Private Capital | 19,275 | $683K | 0.1% | +8.4% | 0.643% | |
2/4/2022 | Envestnet Asset Management Inc. | 150,786 | $5.34M | 0.0% | -3.1% | 5.026% | |
2/4/2022 | Alphastar Capital Management LLC | 152,182 | $5.39M | 0.4% | -25.0% | 5.073% | |
1/10/2022 | Patriot Financial Group Insurance Agency LLC | 3,426 | $121K | 0.0% | -47.9% | 0.103% | |
11/24/2021 | Patriot Financial Group Insurance Agency LLC | 6,577 | $231K | 0.0% | +8.8% | 0.198% | |
11/16/2021 | LPL Financial LLC | 52,127 | $1.83M | 0.0% | -15.7% | 1.580% | |
11/2/2021 | Alphastar Capital Management LLC | 203,031 | $7.16M | 0.5% | +22.2% | 6.171% | |
11/2/2021 | Raymond James & Associates | 20,481 | $719K | 0.0% | +7.1% | 0.623% | |
10/29/2021 | Commonwealth Equity Services LLC | 14,702 | $516K | 0.0% | +9.6% | 0.490% | |
10/13/2021 | Joseph P. Lucia & Associates LLC | 8,450 | $297K | 0.2% | -4.2% | 0.280% | |
8/17/2021 | Wells Fargo & Company MN | 134,779 | $4.80M | 0.0% | +58.4% | 3.907% | |
8/16/2021 | Royal Bank of Canada | 39,775 | $1.42M | 0.0% | +2.5% | 1.153% | |
8/16/2021 | State Street Corp | 1,479,851 | $52.73M | 0.0% | -0.6% | 42.894% | |
8/13/2021 | OLD Mission Capital LLC | 10,278 | $366K | 0.0% | -52.5% | 0.298% | |
8/13/2021 | LPL Financial LLC | 61,837 | $2.20M | 0.0% | +148.1% | 1.792% | |
8/13/2021 | Stifel Financial Corp | 57,854 | $2.06M | 0.0% | +1.9% | 1.677% | |
8/12/2021 | Elevation Capital Advisory LLC | 259,022 | $9.22M | 5.2% | N/A | 7.508% | |
8/11/2021 | Commonwealth Equity Services LLC | 13,417 | $478K | 0.0% | +6.4% | 0.389% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 23,417 | $834K | 0.0% | +15.9% | 0.681% | |
5/18/2021 | Morgan Stanley | 20,093 | $695K | 0.0% | -16.6% | 0.609% | |
5/17/2021 | Royal Bank of Canada | 38,800 | $1.34M | 0.0% | +14.2% | 1.176% | |