4/24/2024 | Wells Trecaso Financial Group LLC | 11,551 | $676K | 0.2% | N/A | 0.063% | |
4/23/2024 | Triad Wealth Partners LLC | 52,502 | $3.07M | 2.4% | N/A | 0.287% | |
4/23/2024 | Global Retirement Partners LLC | 3,790 | $222K | 0.0% | +31.7% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 51,528 | $3.02M | 0.0% | +4.8% | 0.282% | |
4/19/2024 | PCG Wealth Advisors LLC | 33,147 | $1.94M | 0.9% | +29.6% | 0.181% | |
4/18/2024 | WJ Wealth Management LLC | 47,612 | $2.79M | 1.1% | N/A | 0.260% | |
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4/12/2024 | Systelligence LLC | 210,464 | $12.32M | 3.2% | -0.5% | 1.150% | |
4/11/2024 | Rockland Trust Co. | 25,291 | $1.48M | 0.1% | -21.0% | 0.138% | |
4/9/2024 | Destiny Wealth Partners LLC | 115,325 | $6.75M | 1.2% | -12.8% | 0.672% | |
3/14/2024 | Leo Wealth LLC | 41,451 | $2.34M | 0.2% | N/A | 0.241% | |
2/16/2024 | O Dell Group LLC | 6,888 | $370K | 0.1% | N/A | 0.040% | |
2/13/2024 | Trademark Financial Management LLC | 12,310 | $661K | 0.5% | N/A | 0.072% | |
2/9/2024 | US Bancorp DE | 34,540 | $1.86M | 0.0% | +0.7% | 0.201% | |
2/7/2024 | Principal Securities Inc. | 879 | $47K | 0.0% | N/A | 0.005% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,312 | $70K | 0.0% | N/A | 0.008% | |
2/6/2024 | Private Advisor Group LLC | 17,725 | $952K | 0.0% | +6.8% | 0.103% | |
2/6/2024 | Merit Financial Group LLC | 9,791 | $526K | 0.0% | N/A | 0.057% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 21,753 | $1.17M | 0.0% | -7.5% | 0.127% | |
2/1/2024 | Northwest Capital Management Inc | 3,925 | $211K | 0.1% | N/A | 0.023% | |
2/1/2024 | CWM LLC | 54,074 | $2.90M | 0.0% | +30.9% | 0.315% | |
1/30/2024 | PCG Wealth Advisors LLC | 25,586 | $1.37M | 0.8% | +21.0% | 0.149% | |
1/24/2024 | International Assets Investment Management LLC | 2,687 | $144K | 0.0% | N/A | 0.016% | |
1/24/2024 | Private Trust Co. NA | 4,508 | $242K | 0.0% | +12.5% | 0.026% | |
1/24/2024 | Breakwater Capital Group | 3,760 | $201K | 0.1% | N/A | 0.022% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 57,833 | $3.11M | 1.3% | -13.1% | 0.337% | |
1/19/2024 | AdvisorNet Financial Inc | 46,478 | $2.50M | 0.2% | N/A | 0.271% | |
1/19/2024 | SFG Wealth Management LLC. | 8,290 | $445K | 0.3% | +7.6% | 0.048% | |
1/19/2024 | Destiny Wealth Partners LLC | 132,310 | $6.91M | 1.3% | +8.3% | 0.771% | |
1/19/2024 | Wagner Wealth Management LLC | 193,052 | $10.37M | 3.5% | -1.9% | 1.124% | |
1/18/2024 | Global Retirement Partners LLC | 2,878 | $150K | 0.0% | +74.3% | 0.017% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 49,162 | $2.64M | 0.0% | +15.4% | 0.286% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 30,417 | $1.63M | 0.3% | +66.8% | 0.177% | |
1/11/2024 | Rockland Trust Co. | 31,998 | $1.72M | 0.1% | -63.6% | 0.186% | |
1/11/2024 | Bond & Devick Financial Network Inc. | 10,597 | $569K | 0.3% | +32.7% | 0.062% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 57,382 | $3.08M | 0.3% | N/A | 0.334% | |
1/8/2024 | Systelligence LLC | 211,594 | $11.37M | 3.1% | -5.1% | 1.232% | |
11/15/2023 | JPMorgan Chase & Co. | 12,180,961 | $590.25M | 0.1% | -0.3% | 70.943% | |
11/13/2023 | Stifel Financial Corp | 40,649 | $1.97M | 0.0% | -0.6% | 0.237% | |
11/13/2023 | LPL Financial LLC | 349,214 | $16.92M | 0.0% | -25.2% | 2.034% | |
11/9/2023 | Ruggaard & Associates LLC | 27,985 | $1.36M | 0.8% | +89.2% | 0.163% | |
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11/4/2023 | Winthrop Advisory Group LLC | 5,398 | $262K | 0.0% | -35.7% | 0.031% | |
11/3/2023 | Private Advisor Group LLC | 16,597 | $804K | 0.0% | +205.5% | 0.097% | |
10/31/2023 | Zimmermann Investment Management & Planning LLC | 66,589 | $3.23M | 1.5% | +17.3% | 0.388% | |
10/30/2023 | Aspire Wealth Management Corp | 1,224 | $59K | 0.0% | +55.1% | 0.007% | |
10/26/2023 | Rockland Trust Co. | 87,889 | $4.26M | 0.3% | -70.7% | 0.512% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 42,592 | $2.06M | 0.0% | +31.6% | 0.248% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,049 | $293K | 0.0% | +37.7% | 0.035% | |
10/20/2023 | SFG Wealth Management LLC. | 7,707 | $373K | 0.3% | N/A | 0.045% | |
10/18/2023 | Wagner Wealth Management LLC | 196,876 | $9.54M | 3.5% | +8.1% | 1.147% | |
10/18/2023 | Private Trust Co. NA | 4,008 | $194K | 0.0% | +25.6% | 0.023% | |
10/13/2023 | Redhawk Wealth Advisors Inc. | 18,233 | $884K | 0.3% | N/A | 0.106% | |
10/13/2023 | Bond & Devick Financial Network Inc. | 7,988 | $387K | 0.2% | +17.0% | 0.047% | |
10/11/2023 | CWM LLC | 41,306 | $2.00M | 0.0% | +113.3% | 0.241% | |
10/10/2023 | Destiny Wealth Partners LLC | 122,164 | $5.92M | 1.2% | +8.3% | 0.711% | |
10/10/2023 | Systelligence LLC | 222,900 | $10.80M | 3.0% | N/A | 1.298% | |
8/10/2023 | Ruggaard & Associates LLC | 14,791 | $742K | 0.4% | +39.3% | 0.086% | |
8/10/2023 | Private Advisor Group LLC | 5,432 | $272K | 0.0% | N/A | 0.032% | |
8/10/2023 | Cetera Advisor Networks LLC | 9,227 | $463K | 0.0% | -10.6% | 0.054% | |
8/3/2023 | CWM LLC | 19,367 | $971K | 0.0% | +1,177.5% | 0.113% | |
7/31/2023 | LPL Financial LLC | 467,129 | $23.43M | 0.0% | +16.3% | 2.721% | |
7/28/2023 | Private Trust Co. NA | 3,191 | $160K | 0.0% | +1,039.6% | 0.019% | |
7/28/2023 | Wagner Wealth Management LLC | 182,063 | $9.13M | 3.5% | +49.8% | 1.060% | |
7/27/2023 | Aspire Wealth Management Corp | 789 | $40K | 0.0% | N/A | 0.005% | |
7/27/2023 | Rockland Trust Co. | 299,786 | $15.04M | 0.9% | +0.6% | 1.746% | |
7/26/2023 | Destiny Wealth Partners LLC | 112,772 | $5.85M | 1.1% | +18.3% | 0.667% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 2,100 | $105K | 0.0% | N/A | 0.012% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 32,364 | $1.62M | 0.0% | -15.1% | 0.191% | |
7/21/2023 | Creative Planning | 19,001 | $953K | 0.0% | -8.5% | 0.112% | |
7/21/2023 | Activest Wealth Management | 1,197 | $60K | 0.0% | N/A | 0.007% | |
7/20/2023 | PCG Wealth Advisors LLC | 11,765 | $590K | 0.4% | N/A | 0.070% | |
7/18/2023 | Stratos Wealth Partners LTD. | 4,426 | $222K | 0.0% | N/A | 0.026% | |
7/17/2023 | Bond & Devick Financial Network Inc. | 6,829 | $343K | 0.2% | +6.9% | 0.040% | |
7/13/2023 | Zimmermann Investment Management & Planning LLC | 56,791 | $2.85M | 1.3% | +81.6% | 0.336% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,392 | $220K | 0.0% | N/A | 0.026% | |
5/17/2023 | Wagner Wealth Management LLC | 121,561 | $5.83M | 2.6% | +159.1% | 0.721% | |
5/10/2023 | LPL Financial LLC | 401,764 | $19.27M | 0.0% | +2.7% | 2.382% | |
5/8/2023 | Global Retirement Partners LLC | 1,651 | $77K | 0.0% | +33.4% | 0.010% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 31,458 | $1.51M | 0.1% | +1.7% | 0.186% | |
4/26/2023 | Destiny Wealth Partners LLC | 95,301 | $4.57M | 0.9% | +12.1% | 0.565% | |
4/25/2023 | Zimmermann Investment Management & Planning LLC | 31,271 | $1.50M | 0.8% | N/A | 0.185% | |
4/24/2023 | Rockland Trust Co. | 298,022 | $14.29M | 0.9% | -1.6% | 1.767% | |
4/17/2023 | Winthrop Advisory Group LLC | 8,389 | $402K | 0.1% | -5.6% | 0.050% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 38,107 | $1.83M | 0.0% | +4.0% | 0.226% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 551 | $25K | 0.0% | N/A | 0.003% | |
2/13/2023 | JPMorgan Chase & Co. | 12,212,205 | $562.31M | 0.1% | -3.4% | 72.822% | |
2/10/2023 | Creative Planning | 20,768 | $956K | 0.0% | +6.4% | 0.124% | |
2/10/2023 | Dividend Assets Capital LLC | 1,306 | $60K | 0.0% | +26.7% | 0.008% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 36,653 | $1.69M | 0.0% | -3.4% | 0.219% | |
2/7/2023 | Commonwealth Equity Services LLC | 15,779 | $726K | 0.0% | -7.4% | 0.094% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 30,921 | $1.42M | 0.1% | +23,148.9% | 0.184% | |
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2/7/2023 | LPL Financial LLC | 391,156 | $18.01M | 0.0% | +8.7% | 2.332% | |
2/6/2023 | Glass Jacobson Investment Advisors llc | 2,100 | $97K | 0.0% | N/A | 0.013% | |
2/3/2023 | Total Clarity Wealth Management Inc. | 10,148 | $467K | 0.2% | +3.5% | 0.061% | |
1/27/2023 | Destiny Wealth Partners LLC | 84,999 | $3.91M | 0.8% | N/A | 0.498% | |
1/24/2023 | Rockland Trust Co. | 302,751 | $13.94M | 0.9% | -5.5% | 1.774% | |
1/18/2023 | Winthrop Advisory Group LLC | 8,891 | $409K | 0.1% | N/A | 0.052% | |
1/18/2023 | Bond & Devick Financial Network Inc. | 6,388 | $294K | 0.2% | N/A | 0.037% | |
10/27/2022 | US Bancorp DE | 32,253 | $1.43M | 0.0% | -27.1% | 0.185% | |
10/27/2022 | CWM LLC | 1,516 | $67K | 0.0% | N/A | 0.009% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 37,949 | $1.69M | 0.0% | +53.0% | 0.217% | |