8/25/2025 | BLVD Private Wealth LLC | 9,332 | $296K | 0.3% | N/A | 0.311% | |
8/19/2025 | Advisory Services Network LLC | 25,248 | $806K | 0.0% | +15.5% | 0.842% | |
8/14/2025 | Raymond James Financial Inc. | 65,353 | $2.07M | 0.0% | +46.8% | 2.178% | |
8/4/2025 | AlphaStar Capital Management LLC | 299,559 | $9.51M | 0.6% | N/A | 9.877% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 2,382 | $76K | 0.0% | N/A | 0.079% | |
7/14/2025 | Palacios Wealth Management LLC | 9,153 | $290K | 0.2% | N/A | 0.302% | |
5/19/2025 | Jane Street Group LLC | 24,808 | $815K | 0.0% | -96.3% | 0.847% | |
5/14/2025 | Napa Wealth Management | 35,204 | $1.16M | 0.7% | +116.7% | 1.202% | |
5/14/2025 | Venture Visionary Partners LLC | 45,256 | $1.49M | 0.1% | N/A | 1.545% | |
5/6/2025 | Avantax Advisory Services Inc. | 17,984 | $591K | 0.0% | -69.7% | 0.575% | |
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4/22/2025 | Cherry Creek Investment Advisors Inc. | 6,318 | $208K | 0.1% | N/A | 0.202% | |
4/14/2025 | Daymark Wealth Partners LLC | 6,453 | $212K | 0.0% | N/A | 0.206% | |
4/4/2025 | Capital Market Strategies LLC | 11,551 | $380K | 0.3% | -57.1% | 0.363% | |
2/17/2025 | Napa Wealth Management | 16,249 | $175K | 0.1% | -81.3% | 0.131% | |
2/14/2025 | Jane Street Group LLC | 679,589 | $7.34M | 0.0% | +620.6% | 5.481% | |
2/13/2025 | Raymond James Financial Inc. | 10,017 | $108K | 0.0% | N/A | 0.081% | |
2/13/2025 | Advisory Services Network LLC | 56,117 | $606K | 0.0% | +3.3% | 0.453% | |
2/12/2025 | OLD Mission Capital LLC | 22,841 | $247K | 0.0% | -56.8% | 0.184% | |
2/10/2025 | Avantax Advisory Services Inc. | 59,423 | $642K | 0.0% | +8.3% | 0.479% | |
2/6/2025 | Raymond James Financial Inc. | 10,017 | $108K | 0.0% | N/A | 0.081% | |
1/17/2025 | Atomi Financial Group Inc. | 10,206 | $110K | 0.0% | N/A | 0.082% | |
1/6/2025 | Capital Market Strategies LLC | 26,910 | $291K | 0.2% | +19.4% | 0.217% | |
11/15/2024 | Jane Street Group LLC | 94,304 | $1.16M | 0.0% | -60.6% | 0.761% | |
11/7/2024 | Napa Wealth Management | 87,032 | $1.07M | 0.5% | +79.6% | 0.702% | |
10/21/2024 | Venture Visionary Partners LLC | 80,504 | $993K | 0.0% | -41.2% | 0.649% | |
10/9/2024 | Maltin Wealth Management Inc. | 22,090 | $272K | 0.1% | -4.2% | 0.178% | |
10/3/2024 | Capital Market Strategies LLC | 22,538 | $278K | 0.2% | +13.7% | 0.182% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 29,967 | $386K | 0.0% | +56.4% | 0.242% | |
8/15/2024 | Daymark Wealth Partners LLC | 17,836 | $230K | 0.0% | +67.9% | 0.144% | |
8/5/2024 | Denver PWM LLC | 2,415 | $31K | 0.0% | N/A | 0.019% | |
8/1/2024 | Stegent Equity Advisors Inc. | 23,632 | $304K | 0.3% | -5.9% | 0.191% | |
7/26/2024 | AlphaStar Capital Management LLC | 346,453 | $4.46M | 0.4% | +44.5% | 2.794% | |
7/12/2024 | Maltin Wealth Management Inc. | 23,062 | $297K | 0.2% | +16.7% | 0.186% | |
7/1/2024 | Capital Market Strategies LLC | 19,822 | $255K | 0.2% | +56.0% | 0.160% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 19,164 | $279K | 0.0% | +14.9% | 0.155% | |
5/1/2024 | Stegent Equity Advisors Inc. | 25,120 | $365K | 0.4% | +52.5% | 0.217% | |
4/22/2024 | Drive Wealth Management LLC | 10,000 | $146K | 0.0% | N/A | 0.086% | |
4/16/2024 | Maltin Wealth Management Inc. | 19,757 | $287K | 0.2% | +36.7% | 0.170% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 16,672 | $271K | 0.0% | -13.0% | 0.490% | |
2/7/2024 | AlphaStar Capital Management LLC | 308,179 | $5.01M | 0.6% | +88.7% | 9.064% | |
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2/5/2024 | Stegent Equity Advisors Inc. | 16,475 | $268K | 0.3% | N/A | 0.485% | |
1/18/2024 | Maltin Wealth Management Inc. | 14,448 | $235K | 0.1% | N/A | 0.425% | |
1/8/2024 | Capital Market Strategies LLC | 12,646 | $206K | 0.2% | +14.8% | 0.372% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 19,164 | $330K | 0.0% | N/A | 0.564% | |
11/8/2023 | AlphaStar Capital Management LLC | 163,276 | $2.81M | 0.4% | +62.0% | 4.802% | |
11/7/2023 | Prosperity Wealth Management Inc. | 28,001 | $482K | 0.3% | +59.2% | 0.824% | |
10/18/2023 | Capital Market Strategies LLC | 11,015 | $187K | 0.2% | N/A | 0.324% | |
9/12/2023 | Prosperity Wealth Management Inc. | 17,588 | $327K | 0.2% | N/A | 0.517% | |
8/3/2023 | AlphaStar Capital Management LLC | 100,813 | $1.88M | 0.2% | N/A | 33.604% | |
6/1/2023 | ORG Partners LLC | 10,465 | $223K | 0.1% | N/A | 3.488% | |
5/15/2023 | Krane Funds Advisors LLC | 25,000 | $536K | 0.0% | N/A | 8.333% | |