8/15/2025 | EP Wealth Advisors LLC | 104,202 | $7.45M | 0.0% | N/A | 5.263% | |
8/14/2025 | Jane Street Group LLC | 40,393 | $2.89M | 0.0% | +668.8% | 2.040% | |
8/14/2025 | Raymond James Financial Inc. | 50,700 | $3.63M | 0.0% | -6.1% | 2.561% | |
8/12/2025 | JPMorgan Chase & Co. | 105,822 | $7.57M | 0.0% | -1.9% | 5.345% | |
8/8/2025 | Cetera Investment Advisers | 41,173 | $2.94M | 0.0% | +60.1% | 2.079% | |
8/1/2025 | Envestnet Asset Management Inc. | 8,643 | $618K | 0.0% | -9.4% | 0.437% | |
7/30/2025 | Freedom Investment Management Inc. | 16,281 | $1.16M | 0.1% | -3.2% | 0.822% | |
7/25/2025 | Sequoia Financial Advisors LLC | 4,685 | $335K | 0.0% | -7.4% | 0.237% | |
7/24/2025 | IFP Advisors Inc | 2,907 | $208K | 0.0% | +41.5% | 0.149% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,252 | $302K | 0.0% | -19.1% | 0.218% | |
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7/8/2025 | Prism Advisors Inc. | 68,298 | $4.88M | 1.4% | N/A | 3.502% | |
5/19/2025 | Jane Street Group LLC | 5,254 | $333K | 0.0% | +6.4% | 0.300% | |
5/16/2025 | Jones Financial Companies Lllp | 99,694 | $6.32M | 0.0% | N/A | 5.697% | |
5/15/2025 | Royal Bank of Canada | 51,632 | $3.27M | 0.0% | -10.2% | 2.950% | |
5/14/2025 | Freedom Investment Management Inc. | 16,820 | $1.07M | 0.1% | +13.6% | 0.961% | |
5/13/2025 | Raymond James Financial Inc. | 53,984 | $3.42M | 0.0% | -4.0% | 3.085% | |
5/7/2025 | LPL Financial LLC | 410,626 | $26.04M | 0.0% | -13.9% | 23.464% | |
5/7/2025 | Bedel Financial Consulting Inc. | 3,026 | $202K | 0.0% | N/A | 0.173% | |
5/6/2025 | Cetera Investment Advisers | 25,711 | $1.63M | 0.0% | +47.3% | 1.469% | |
5/5/2025 | IFP Advisors Inc | 2,055 | $130K | 0.0% | -10.2% | 0.117% | |
5/5/2025 | Private Advisor Group LLC | 4,873 | $309K | 0.0% | -4.2% | 0.278% | |
5/1/2025 | Key Financial Inc | 98,314 | $6.23M | 1.4% | +3.8% | 5.852% | |
4/30/2025 | Abound Financial LLC | 28,053 | $1.78M | 0.9% | -8.3% | 1.670% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,540 | $605K | 0.0% | -15.3% | 0.568% | |
4/23/2025 | Sequoia Financial Advisors LLC | 5,058 | $321K | 0.0% | -27.3% | 0.301% | |
4/23/2025 | SOL Capital Management CO | 11,040 | $700K | 0.1% | -2.3% | 0.657% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,243 | $332K | 0.0% | -14.0% | 0.312% | |
4/18/2025 | Cornerstone Wealth Management LLC | 72,022 | $4.57M | 0.3% | +9.0% | 4.287% | |
4/17/2025 | Janney Montgomery Scott LLC | 43,883 | $2.78M | 0.0% | -42.5% | 2.612% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,253 | $333K | 0.0% | -5.5% | 0.313% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,558 | $347K | 0.0% | N/A | 0.296% | |
2/17/2025 | Cetera Investment Advisers | 17,457 | $1.09M | 0.0% | +106.9% | 1.221% | |
2/14/2025 | Jane Street Group LLC | 4,936 | $308K | 0.0% | -33.5% | 0.345% | |
2/14/2025 | Freedom Investment Management Inc. | 14,811 | $925K | 0.1% | +19.5% | 1.036% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 5,233 | $327K | 0.2% | N/A | 0.366% | |
2/13/2025 | Mariner LLC | 167,584 | $10.47M | 0.0% | +25.1% | 11.719% | |
2/13/2025 | Peninsula Wealth LLC | 195,541 | $12.21M | 2.1% | +41.9% | 13.674% | |
2/13/2025 | Raymond James Financial Inc. | 56,251 | $3.51M | 0.0% | N/A | 3.934% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,262 | $703K | 0.0% | +43.8% | 0.788% | |
2/12/2025 | JPMorgan Chase & Co. | 195,273 | $12.19M | 0.0% | +43.9% | 13.655% | |
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2/11/2025 | Cedar Wealth Management LLC | 489 | $31K | 0.0% | -35.8% | 0.034% | |
2/11/2025 | LPL Financial LLC | 477,094 | $29.79M | 0.0% | +12.6% | 33.363% | |
2/10/2025 | Thrivent Financial for Lutherans | 61,422 | $3.84M | 0.0% | +3.5% | 4.295% | |
2/10/2025 | Commonwealth Equity Services LLC | 18,156 | $1.13M | 0.0% | -7.5% | 1.270% | |
2/6/2025 | Raymond James Financial Inc. | 56,251 | $3.51M | 0.0% | N/A | 3.934% | |
2/4/2025 | IFP Advisors Inc | 2,288 | $143K | 0.0% | +58.7% | 0.160% | |
1/31/2025 | Key Financial Inc | 94,758 | $5.92M | 1.3% | +14.1% | 6.626% | |
1/23/2025 | SOL Capital Management CO | 11,295 | $705K | 0.1% | +5.3% | 0.790% | |
1/21/2025 | Cornerstone Wealth Management LLC | 66,098 | $4.13M | 0.3% | +17.9% | 4.622% | |
1/17/2025 | Janney Montgomery Scott LLC | 76,339 | $4.77M | 0.0% | +6.2% | 5.338% | |
12/26/2024 | JPMorgan Chase & Co. | 135,745 | $9.15M | 0.0% | +4.6% | 9.493% | |
11/15/2024 | MML Investors Services LLC | 4,825 | $325K | 0.0% | +16.7% | 0.337% | |
11/15/2024 | Jane Street Group LLC | 7,418 | $500K | 0.0% | -30.2% | 0.519% | |
11/14/2024 | Flow Traders U.S. LLC | 3,774 | $254K | 0.0% | N/A | 0.264% | |
11/13/2024 | Freedom Investment Management Inc. | 12,393 | $836K | 0.1% | +2.6% | 0.867% | |
11/8/2024 | Cedar Wealth Management LLC | 762 | $51K | 0.0% | -25.9% | 0.053% | |
11/7/2024 | Thrivent Financial for Lutherans | 59,325 | $4M | 0.0% | +1.6% | 4.149% | |
10/29/2024 | Janney Montgomery Scott LLC | 71,856 | $4.85M | 0.0% | +3.5% | 5.025% | |
10/29/2024 | Key Financial Inc | 83,069 | $5.60M | 1.2% | +4.6% | 5.809% | |
10/22/2024 | Sequoia Financial Advisors LLC | 6,958 | $469K | 0.0% | -11.4% | 0.487% | |
10/16/2024 | Cornerstone Wealth Management LLC | 56,041 | $3.78M | 0.3% | +8.0% | 3.919% | |
10/8/2024 | Saxon Interests Inc. | 13,893 | $937K | 0.4% | -1.4% | 0.972% | |
8/13/2024 | Thrivent Financial for Lutherans | 58,398 | $3.75M | 0.0% | +4.6% | 4.084% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,008 | $1.35M | 0.0% | -4.6% | 1.469% | |
7/30/2024 | Key Financial Inc | 79,412 | $5.09M | 1.2% | +2.1% | 5.553% | |
7/18/2024 | Saxon Interests Inc. | 14,095 | $904K | 0.4% | -10.6% | 0.986% | |
7/16/2024 | Cornerstone Wealth Management LLC | 51,884 | $3.33M | 0.3% | +8.2% | 3.628% | |
7/10/2024 | Dominguez Wealth Management Solutions Inc. | 7,749 | $497K | 0.4% | -8.9% | 0.542% | |
5/30/2024 | Peninsula Wealth LLC | 81,808 | $5.15M | 0.6% | +110.1% | 5.721% | |
5/14/2024 | OLD Mission Capital LLC | 93,760 | $5.90M | 0.1% | +205.3% | 6.557% | |
5/1/2024 | Sequoia Financial Advisors LLC | 7,850 | $494K | 0.0% | -14.5% | 0.549% | |
4/30/2024 | Commonwealth Equity Services LLC | 22,010 | $1.39M | 0.0% | +3.4% | 1.539% | |
4/24/2024 | SOL Capital Management CO | 11,090 | $698K | 0.1% | -5.7% | 0.776% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 64,753 | $4.08M | 0.0% | +2.6% | 4.528% | |
4/19/2024 | Cornerstone Wealth Management LLC | 47,933 | $3.02M | 0.2% | +9.4% | 3.352% | |
4/18/2024 | Saxon Interests Inc. | 15,763 | $992K | 0.5% | +8.2% | 1.102% | |
2/6/2024 | Private Advisor Group LLC | 5,075 | $296K | 0.0% | N/A | 0.321% | |
1/31/2024 | Key Financial Inc | 76,883 | $4.49M | 1.2% | +15.9% | 4.866% | |
1/30/2024 | Bison Wealth LLC | 3,722 | $217K | 0.0% | N/A | 0.236% | |
1/26/2024 | Sequoia Financial Advisors LLC | 9,179 | $535K | 0.0% | -4.5% | 0.581% | |
1/25/2024 | SOL Capital Management CO | 11,765 | $686K | 0.1% | -1.7% | 0.745% | |
1/22/2024 | Cobblestone Asset Management LLC | 69,222 | $4.04M | 3.0% | -36.6% | 4.381% | |
1/18/2024 | Saxon Interests Inc. | 14,575 | $850K | 0.4% | N/A | 0.922% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 63,113 | $3.68M | 0.0% | -5.7% | 3.994% | |
1/10/2024 | Cornerstone Wealth Management LLC | 43,797 | $2.56M | 0.2% | +15.8% | 2.772% | |
11/13/2023 | Mariner LLC | 89,853 | $4.81M | 0.0% | -11.7% | 5.687% | |
11/13/2023 | LPL Financial LLC | 454,978 | $24.34M | 0.0% | -3.0% | 28.796% | |
11/8/2023 | Sequoia Financial Advisors LLC | 9,609 | $514K | 0.0% | -6.0% | 0.608% | |
11/7/2023 | Cornerstone Wealth Management LLC | 37,816 | $2.02M | 0.2% | +13.5% | 2.393% | |
11/1/2023 | Key Financial Inc | 66,333 | $3.55M | 1.2% | +5.3% | 4.198% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 66,946 | $3.58M | 0.0% | -7.2% | 4.237% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,159 | $276K | 0.0% | N/A | 0.327% | |
10/19/2023 | SOL Capital Management CO | 11,965 | $640K | 0.1% | -2.4% | 0.757% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 734 | $39K | 0.0% | N/A | 0.046% | |
8/15/2023 | Cedar Wealth Management LLC | 3,242 | $192K | 0.1% | -13.4% | 0.205% | |
8/9/2023 | Flow Traders U.S. LLC | 4,933 | $292K | 0.0% | N/A | 0.312% | |
8/8/2023 | 3D L Capital Management LLC | 11,895 | $703K | 0.2% | +2.1% | 0.753% | |
8/2/2023 | Bank of Montreal Can | 25,295 | $1.52M | 0.0% | N/A | 1.601% | |
7/31/2023 | LPL Financial LLC | 469,258 | $27.74M | 0.0% | +9.2% | 29.700% | |
7/28/2023 | Key Financial Inc | 62,975 | $3.72M | 1.2% | +2.5% | 3.986% | |