5/1/2025 | CWM LLC | 739,087 | $28.07M | 0.1% | +2.5% | 7.580% | |
4/29/2025 | OneDigital Investment Advisors LLC | 524,632 | $19.93M | 0.2% | +6.0% | 5.381% | |
4/23/2025 | Leading Edge Financial Planning LLC | 23,192 | $882K | 0.3% | +1.4% | 0.238% | |
4/23/2025 | Professional Financial Advisors LLC | 237,535 | $9.02M | 2.3% | +8.1% | 2.436% | |
4/21/2025 | WJ Interests LLC | 747,918 | $28.41M | 13.2% | +5.5% | 7.671% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 3,141,165 | $119.30M | 6.7% | +0.5% | 32.217% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,029 | $343K | 0.0% | -20.4% | 0.093% | |
4/15/2025 | Accurate Wealth Management LLC | 8,034 | $292K | 0.1% | -83.0% | 0.082% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 283,209 | $10.76M | 0.3% | +1.3% | 2.905% | |
4/14/2025 | Farther Finance Advisors LLC | 703 | $27K | 0.0% | N/A | 0.007% | |
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4/10/2025 | Fermata Advisors LLC | 36,110 | $1.37M | 0.2% | +2.1% | 0.370% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,342 | $398K | 0.0% | N/A | 0.118% | |
2/14/2025 | Jane Street Group LLC | 100,000 | $3.51M | 0.0% | +329.3% | 1.130% | |
2/14/2025 | IHT Wealth Management LLC | 8,780 | $308K | 0.0% | -62.2% | 0.099% | |
2/14/2025 | OneDigital Investment Advisors LLC | 494,952 | $17.39M | 0.2% | +4.2% | 5.593% | |
2/13/2025 | NewEdge Advisors LLC | 10,213 | $359K | 0.0% | N/A | 0.115% | |
2/11/2025 | LPL Financial LLC | 40,920 | $1.44M | 0.0% | +17.5% | 0.462% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 3,125,795 | $109.81M | 6.1% | +3.1% | 35.320% | |
1/24/2025 | Leading Edge Financial Planning LLC | 22,865 | $808K | 0.3% | +1.8% | 0.258% | |
1/24/2025 | SYM FINANCIAL Corp | 2,367,658 | $83.18M | 10.8% | +7.1% | 26.753% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 279,579 | $9.82M | 0.3% | +15.3% | 3.159% | |
1/15/2025 | Morton Capital Management LLC CA | 13,618 | $478K | 0.1% | -19.0% | 0.154% | |
1/15/2025 | Fermata Advisors LLC | 35,370 | $1.24M | 0.2% | -4.8% | 0.400% | |
1/14/2025 | Accurate Wealth Management LLC | 47,179 | $1.63M | 0.3% | -4.7% | 0.533% | |
1/14/2025 | Professional Financial Advisors LLC | 219,711 | $7.72M | 2.0% | +4.0% | 2.483% | |
12/26/2024 | JPMorgan Chase & Co. | 3,735 | $147K | 0.0% | N/A | 0.042% | |
11/15/2024 | Jane Street Group LLC | 23,295 | $914K | 0.0% | -48.4% | 0.263% | |
11/15/2024 | SYM FINANCIAL Corp | 2,210,867 | $86.74M | 11.6% | +1.3% | 24.982% | |
11/15/2024 | IHT Wealth Management LLC | 23,257 | $857K | 0.0% | +5.1% | 0.263% | |
11/6/2024 | OneDigital Investment Advisors LLC | 475,167 | $18.64M | 0.2% | +4.0% | 5.369% | |
10/23/2024 | Leading Edge Financial Planning LLC | 22,467 | $881K | 0.3% | -3.6% | 0.254% | |
10/21/2024 | WJ Interests LLC | 709,108 | $27.82M | 12.3% | -3.1% | 8.013% | |
10/18/2024 | Accurate Wealth Management LLC | 49,521 | $1.87M | 0.4% | +61.9% | 0.560% | |
10/16/2024 | Halbert Hargrove Global Advisors LLC | 3,032,083 | $118.96M | 6.5% | +1.3% | 34.261% | |
10/10/2024 | Professional Financial Advisors LLC | 211,247 | $8.29M | 2.1% | -1.0% | 2.387% | |
10/9/2024 | Fermata Advisors LLC | 37,167 | $1.46M | 0.3% | +6.6% | 0.420% | |
10/9/2024 | Morton Capital Management LLC CA | 16,816 | $660K | 0.1% | N/A | 0.190% | |
10/8/2024 | CWM LLC | 679,323 | $26.65M | 0.1% | +13.3% | 7.676% | |
8/15/2024 | AQR Capital Management LLC | 59,668 | $2.17M | 0.0% | +27.4% | 0.674% | |
8/8/2024 | SYM FINANCIAL Corp | 2,183,329 | $79.49M | 12.7% | +3.6% | 24.670% | |
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7/31/2024 | Commonwealth Equity Services LLC | 28,530 | $1.04M | 0.0% | +1.5% | 0.322% | |
7/18/2024 | Professional Financial Advisors LLC | 213,443 | $7.77M | 2.1% | -0.1% | 2.412% | |
7/16/2024 | WJ Interests LLC | 732,073 | $26.65M | 13.3% | +4.1% | 8.272% | |
7/13/2024 | Fermata Advisors LLC | 34,864 | $1.27M | 0.3% | +0.9% | 0.394% | |
7/10/2024 | CWM LLC | 599,337 | $21.82M | 0.1% | +4.7% | 6.772% | |
5/16/2024 | Jane Street Group LLC | 121,927 | $4.52M | 0.0% | +375.6% | 1.378% | |
5/6/2024 | SYM FINANCIAL Corp | 2,107,650 | $78.11M | 12.9% | +1.8% | 23.815% | |
4/30/2024 | Commonwealth Equity Services LLC | 28,112 | $1.04M | 0.0% | +4.1% | 0.318% | |
4/25/2024 | Professional Financial Advisors LLC | 213,736 | $7.92M | 2.3% | +52.3% | 2.443% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 223,252 | $8.27M | 0.3% | +125.7% | 2.551% | |
4/12/2024 | Fermata Advisors LLC | 34,537 | $1.28M | 0.3% | +2.6% | 0.395% | |
4/10/2024 | WJ Interests LLC | 703,275 | $26.06M | 13.8% | +3.7% | 9.504% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 98,923 | $3.53M | 0.1% | +3.6% | 1.337% | |
2/6/2024 | SYM FINANCIAL Corp | 2,071,084 | $73.99M | 12.0% | +0.7% | 27.988% | |
2/1/2024 | CWM LLC | 529,924 | $18.93M | 0.1% | +29.9% | 7.161% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 2,905,352 | $103.79M | 7.1% | +3.8% | 39.262% | |
1/19/2024 | Fermata Advisors LLC | 33,657 | $1.20M | 0.3% | +4.8% | 0.455% | |
1/18/2024 | Professional Financial Advisors LLC | 140,326 | $5.01M | 1.7% | +11.0% | 1.896% | |
1/17/2024 | WJ Interests LLC | 678,306 | $24.23M | 15.3% | +0.8% | 9.166% | |
11/7/2023 | Fermata Advisors LLC | 32,114 | $1.03M | 0.3% | +6.2% | 0.434% | |
10/27/2023 | SYM FINANCIAL Corp | 2,057,702 | $65.72M | 11.7% | +2.8% | 27.807% | |
10/25/2023 | Professional Financial Advisors LLC | 126,438 | $4.04M | 1.8% | +4.6% | 1.709% | |
10/24/2023 | RHS Financial LLC | 10,149 | $324K | 0.2% | -59.6% | 0.137% | |
10/23/2023 | Commonwealth Equity Services LLC | 21,380 | $683K | 0.0% | +86.2% | 0.289% | |
10/16/2023 | WJ Interests LLC | 672,824 | $21.49M | 15.0% | +0.4% | 9.092% | |
10/16/2023 | Halbert Hargrove Global Advisors LLC | 2,797,690 | $89.36M | 6.7% | +7.6% | 37.807% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 95,459 | $3.05M | 0.1% | +7.1% | 1.290% | |
10/11/2023 | CWM LLC | 407,919 | $13.03M | 0.1% | +26.5% | 5.512% | |
8/15/2023 | Halbert Hargrove Global Advisors LLC | 2,599,388 | $89.53M | 6.5% | +1.8% | 35.127% | |
8/3/2023 | CWM LLC | 322,535 | $11.11M | 0.1% | +16.0% | 4.359% | |
8/2/2023 | SYM FINANCIAL Corp | 2,002,034 | $68.96M | 14.0% | +8.9% | 27.055% | |
7/31/2023 | LPL Financial LLC | 20,521 | $707K | 0.0% | +4.4% | 0.277% | |
7/24/2023 | Fermata Advisors LLC | 30,249 | $1.04M | 0.9% | +137.1% | 0.423% | |
7/24/2023 | WJ Interests LLC | 670,323 | $23.63M | 15.6% | -3.5% | 9.375% | |
7/21/2023 | RHS Financial LLC | 25,109 | $865K | 0.6% | -3.2% | 0.351% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 89,118 | $3.07M | 0.1% | +14.4% | 1.246% | |
7/12/2023 | Professional Financial Advisors LLC | 120,888 | $4.16M | 2.2% | N/A | 1.691% | |
5/10/2023 | Resources Investment Advisors LLC. | 350,929 | $12.05M | 0.3% | -9.9% | 5.238% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 77,932 | $2.68M | 0.1% | +57.3% | 1.163% | |
5/2/2023 | SYM FINANCIAL Corp | 1,837,730 | $63.09M | 13.9% | +3.3% | 27.429% | |
5/1/2023 | CWM LLC | 278,074 | $9.55M | 0.1% | +8.3% | 4.150% | |
4/27/2023 | RHS Financial LLC | 25,939 | $890K | 0.7% | -2.8% | 0.387% | |
4/25/2023 | Halbert Hargrove Global Advisors LLC | 2,554,651 | $87.70M | 5.9% | +1.6% | 38.129% | |
4/13/2023 | WJ Interests LLC | 694,754 | $24.08M | 16.7% | +22.5% | 10.369% | |
4/13/2023 | Fermata Advisors LLC | 12,756 | $438K | 0.3% | -66.2% | 0.190% | |
4/5/2023 | Empirical Finance LLC | 6,271 | $215K | 0.0% | -32.9% | 0.098% | |
3/6/2023 | OLD Mission Capital LLC | 41,320 | $1.31M | 0.0% | -75.9% | 0.646% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 49,547 | $1.57M | 0.1% | N/A | 0.774% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,936 | $473K | 0.0% | +99.4% | 0.233% | |
2/2/2023 | Resources Investment Advisors LLC. | 389,487 | $12.36M | 0.4% | +348.1% | 6.086% | |
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2/1/2023 | CWM LLC | 256,827 | $8.15M | 0.1% | N/A | 4.013% | |
1/25/2023 | Halbert Hargrove Global Advisors LLC | 2,514,082 | $79.77M | 5.7% | +62.7% | 39.283% | |
1/24/2023 | RHS Financial LLC | 26,692 | $847K | 0.7% | -1.3% | 0.417% | |
1/19/2023 | SYM FINANCIAL Corp | 1,778,748 | $56.44M | 13.4% | N/A | 28.460% | |
1/19/2023 | WJ Interests LLC | 567,120 | $18.00M | 14.9% | +3.5% | 9.074% | |
11/15/2022 | Fermata Advisors LLC | 46,865 | $1.27M | 0.4% | -22.2% | 1.008% | |
11/14/2022 | OLD Mission Capital LLC | 171,517 | $4.66M | 0.1% | +173.5% | 3.689% | |
11/14/2022 | MML Investors Services LLC | 7,960 | $216K | 0.0% | N/A | 0.171% | |
11/8/2022 | Resources Investment Advisors LLC. | 86,913 | $2.36M | 0.1% | N/A | 1.869% | |
10/31/2022 | Avion Wealth | 8,437 | $229K | 0.1% | N/A | 0.181% | |