3/1/2024 | Goldman Sachs Group Inc. | 29,593 | $3.04M | 0.0% | +40.3% | 0.623% | |
2/15/2024 | Empire Financial Management Company LLC | 17,817 | $1.83M | 0.7% | -19.1% | 0.375% | |
2/15/2024 | Wolverine Trading LLC | 2,980 | $0.31M | 0.0% | N/A | 0.063% | |
2/15/2024 | Modera Wealth Management LLC | 346,358 | $35.58M | 0.6% | -1.8% | 7.292% | |
2/15/2024 | Nwam LLC | 3,865 | $0.40M | 0.0% | -12.7% | 0.081% | |
2/15/2024 | Citadel Advisors LLC | 3,928 | $0.40M | 0.0% | -74.2% | 0.083% | |
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2/14/2024 | Royal Bank of Canada | 1,268 | $0.13M | 0.0% | -72.4% | 0.027% | |
2/13/2024 | Envestnet Asset Management Inc. | 5,911 | $0.61M | 0.0% | +25.2% | 0.124% | |
2/13/2024 | Goldman Sachs Group Inc. | 29,593 | $3.04M | 0.0% | +40.3% | 0.623% | |
2/12/2024 | Focus Financial Network Inc. ADV | 2,464 | $0.25M | 0.0% | N/A | 0.052% | |
2/9/2024 | Advisory Services Network LLC | 1,808 | $0.19M | 0.0% | N/A | 0.038% | |
2/9/2024 | WBI Investments LLC | 2,458 | $0.25M | 0.1% | -11.2% | 0.052% | |
2/9/2024 | CreativeOne Wealth LLC | 6,180 | $0.64M | 0.0% | -32.1% | 0.130% | |
2/9/2024 | UBS Group AG | 330,375 | $33.94M | 0.0% | -0.8% | 6.955% | |
2/8/2024 | Schiavi & Co LLC | 6,567 | $0.68M | 0.3% | N/A | 0.138% | |
2/7/2024 | Principal Securities Inc. | 4,159 | $0.43M | 0.0% | N/A | 0.088% | |
2/7/2024 | Sanctuary Wealth Management L.L.C. | 457 | $47K | 0.0% | -57.1% | 0.010% | |
2/6/2024 | Private Advisor Group LLC | 5,917 | $0.61M | 0.0% | +4.7% | 0.125% | |
2/6/2024 | Bellevue Asset Management LLC | 9,312 | $0.96M | 0.6% | -82.8% | 0.196% | |
2/5/2024 | HHM Wealth Advisors LLC | 28,938 | $2.97M | 0.5% | -1.8% | 0.609% | |
2/1/2024 | Foster & Motley Inc. | 4,421 | $0.45M | 0.0% | -5.0% | 0.093% | |
1/23/2024 | Planning Alternatives Ltd. ADV | 518,405 | $53.25M | 9.3% | +0.9% | 10.914% | |
1/18/2024 | RHS Financial LLC | 17,225 | $1.77M | 1.1% | +23.2% | 0.363% | |
1/17/2024 | SignalPoint Asset Management LLC | 6,705 | $0.69M | 0.2% | -3.2% | 0.141% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 62,705 | $6.44M | 0.0% | -2.0% | 1.320% | |
1/16/2024 | Sterneck Capital Management LLC | 72,716 | $7.47M | 4.8% | -2.1% | 1.531% | |
1/12/2024 | Independent Wealth Network Inc. | 10,095 | $1.04M | 0.5% | -12.0% | 0.213% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 20,809 | $2.14M | 1.3% | +0.9% | 0.438% | |
1/11/2024 | Patten Group Inc. | 14,853 | $1.53M | 0.4% | +14.3% | 0.313% | |
12/6/2023 | Citigroup Inc. | 4,810 | $0.45M | 0.0% | -11.2% | 0.101% | |
11/30/2023 | Modera Wealth Management LLC | 352,773 | $33.14M | 0.5% | -3.3% | 7.427% | |
11/21/2023 | Comerica Bank | 641 | $60K | 0.0% | N/A | 0.013% | |
11/16/2023 | Morgan Stanley | 186,482 | $17.52M | 0.0% | +0.3% | 3.926% | |
11/15/2023 | Royal Bank of Canada | 4,592 | $0.43M | 0.0% | -60.9% | 0.097% | |
11/15/2023 | Ameriprise Financial Inc. | 3,173 | $0.30M | 0.0% | +46.0% | 0.067% | |
11/14/2023 | Sterneck Capital Management LLC | 74,271 | $6.98M | 4.7% | +0.3% | 1.564% | |
11/13/2023 | LPL Financial LLC | 41,566 | $3.90M | 0.0% | -9.7% | 0.875% | |
11/13/2023 | Envestnet Asset Management Inc. | 4,721 | $0.44M | 0.0% | +10.8% | 0.099% | |
11/9/2023 | Citigroup Inc. | 4,810 | $0.45M | 0.0% | -11.2% | 0.101% | |
11/9/2023 | UBS Group AG | 333,200 | $31.30M | 0.0% | -1.4% | 7.015% | |
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11/8/2023 | Aptus Capital Advisors LLC | 2,464 | $0.23M | 0.0% | -19.5% | 0.052% | |
11/8/2023 | Fort Point Capital Partners LLC | 15,976 | $1.50M | 0.2% | -1.0% | 0.336% | |
11/7/2023 | Avant Capital LLC | 6,409 | $0.60M | 0.7% | -9.0% | 0.135% | |
11/4/2023 | HHM Wealth Advisors LLC | 29,458 | $2.77M | 0.5% | -4.5% | 0.620% | |
11/1/2023 | Nwam LLC | 4,425 | $0.42M | 0.0% | +14.5% | 0.093% | |
10/26/2023 | Interactive Financial Advisors Inc. | 6,169 | $0.58M | 0.4% | -5.7% | 0.130% | |
10/25/2023 | Bellevue Asset Management LLC | 54,281 | $5.10M | 3.4% | -2.4% | 1.143% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 63,977 | $6.01M | 0.0% | -6.1% | 1.347% | |
10/24/2023 | Raymond James & Associates | 3,336 | $0.31M | 0.0% | -21.9% | 0.070% | |
10/24/2023 | RHS Financial LLC | 13,986 | $1.31M | 0.9% | -1.8% | 0.294% | |
10/23/2023 | ST Germain D J Co. Inc. | 573,732 | $53.89M | 3.0% | -6.8% | 12.079% | |
10/19/2023 | Etesian Wealth Advisors Inc. | 20,616 | $1.94M | 1.3% | +3.9% | 0.434% | |
10/17/2023 | Planning Alternatives Ltd. ADV | 513,648 | $48.25M | 9.4% | -0.8% | 10.814% | |
10/17/2023 | CreativeOne Wealth LLC | 9,101 | $0.86M | 0.1% | -46.6% | 0.192% | |
10/16/2023 | LexAurum Advisors LLC | 10,483 | $0.99M | 0.3% | -6.0% | 0.221% | |
10/12/2023 | Patten Group Inc. | 12,995 | $1.22M | 0.4% | +10.7% | 0.274% | |
10/11/2023 | Independent Wealth Network Inc. | 11,478 | $1.08M | 0.7% | -5.7% | 0.242% | |
10/11/2023 | CWM LLC | 1,208 | $0.11M | 0.0% | -10.9% | 0.025% | |
9/7/2023 | ST Germain D J Co. Inc. | 615,588 | $60.19M | 3.2% | N/A | 12.960% | |
8/21/2023 | Osaic Holdings Inc. | 11,025 | $1.08M | 0.0% | +15.3% | 0.232% | |
8/16/2023 | CreativeOne Wealth LLC | 17,045 | $1.67M | 0.1% | -88.6% | 0.359% | |
8/15/2023 | Equitable Holdings Inc. | 2,695 | $0.26M | 0.0% | N/A | 0.057% | |
8/15/2023 | SkyView Investment Advisors LLC | 47,388 | $4.63M | 1.2% | -0.9% | 0.998% | |
8/15/2023 | First Capital Advisors Group LLC. | 47,388 | $4.63M | 2.4% | -0.9% | 0.998% | |
8/15/2023 | Goldman Sachs Group Inc. | 10,533 | $1.03M | 0.0% | N/A | 0.222% | |
8/15/2023 | Captrust Financial Advisors | 216,194 | $21.14M | 0.1% | +1,810.5% | 4.551% | |
8/15/2023 | Tyler Stone Wealth Management | 355 | $35K | 0.0% | N/A | 0.007% | |
8/15/2023 | Royal Bank of Canada | 11,756 | $1.15M | 0.0% | +583.1% | 0.247% | |
8/14/2023 | Fort Point Capital Partners LLC | 16,130 | $1.58M | 0.2% | +0.7% | 0.340% | |
8/11/2023 | JPMorgan Chase & Co. | 45,676 | $4.47M | 0.0% | -5.6% | 0.962% | |
8/10/2023 | Osaic Holdings Inc. | 11,025 | $1.08M | 0.0% | +15.3% | 0.232% | |
8/10/2023 | GeoWealth Management LLC | 836 | $81K | 0.0% | -98.4% | 0.018% | |
8/10/2023 | Commonwealth Equity Services LLC | 18,512 | $1.81M | 0.0% | -29.9% | 0.390% | |
8/10/2023 | Private Advisor Group LLC | 5,652 | $0.55M | 0.0% | -3.8% | 0.119% | |
8/10/2023 | Cetera Advisors LLC | 6,290 | $0.62M | 0.0% | -1.8% | 0.132% | |
8/10/2023 | Citigroup Inc. | 5,414 | $0.53M | 0.0% | +66.4% | 0.114% | |
8/8/2023 | Foster & Motley Inc. | 4,601 | $0.45M | 0.0% | -2.5% | 0.097% | |
8/7/2023 | Modera Wealth Management LLC | 364,868 | $35.67M | 0.6% | -3.5% | 7.681% | |
8/7/2023 | WBI Investments Inc. | 2,837 | $0.28M | 0.1% | +18.3% | 0.060% | |
8/4/2023 | Envestnet Asset Management Inc. | 4,260 | $0.42M | 0.0% | +5.1% | 0.090% | |
8/4/2023 | Apollon Wealth Management LLC | 31,155 | $3.05M | 0.1% | -49.5% | 0.656% | |
8/3/2023 | CWM LLC | 1,356 | $0.13M | 0.0% | -8.2% | 0.029% | |
8/2/2023 | MAI Capital Management | 2,064 | $0.20M | 0.0% | N/A | 0.043% | |
7/31/2023 | LPL Financial LLC | 46,013 | $4.50M | 0.0% | -73.2% | 0.969% | |
7/31/2023 | Bellevue Asset Management LLC | 55,640 | $5.44M | 3.4% | +1.1% | 1.171% | |
7/27/2023 | Empire Financial Management Company LLC | 37,394 | $3.66M | 1.5% | -32.6% | 0.787% | |
7/26/2023 | Sterneck Capital Management LLC | 74,017 | $7.24M | 4.4% | -2.5% | 1.423% | |
7/26/2023 | Patten Group Inc. | 11,744 | $1.15M | 0.2% | +45.7% | 0.226% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 68,109 | $6.66M | 0.0% | +10.0% | 1.310% | |
7/25/2023 | Raymond James & Associates | 4,272 | $0.42M | 0.0% | -29.7% | 0.082% | |
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7/25/2023 | Sanctuary Wealth Management L.L.C. | 1,066 | $0.10M | 0.1% | N/A | 0.021% | |
7/21/2023 | RHS Financial LLC | 14,238 | $1.39M | 1.0% | +160.4% | 0.274% | |
7/18/2023 | Planning Alternatives Ltd. ADV | 517,823 | $50.63M | 9.3% | +0.9% | 9.958% | |
7/17/2023 | Clear Creek Financial Management LLC | 4,326 | $0.42M | 0.1% | -4.1% | 0.083% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 22,798 | $2.23M | 0.0% | -0.9% | 0.438% | |
7/12/2023 | Independent Wealth Network Inc. | 12,166 | $1.19M | 0.7% | +0.8% | 0.234% | |
5/18/2023 | SkyView Investment Advisors LLC | 47,831 | $4.57M | 1.1% | N/A | 0.920% | |
5/18/2023 | JPMorgan Chase & Co. | 48,365 | $4.63M | 0.0% | +12.3% | 0.930% | |
5/17/2023 | Advisory Services Network LLC | 1,808 | $0.17M | 0.0% | -24.2% | 0.035% | |
5/16/2023 | Ancora Advisors LLC | 3,123 | $0.30M | 0.0% | -9.8% | 0.060% | |