4/23/2024 | Canvas Wealth Advisors LLC | 3,000 | $240K | 0.1% | N/A | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 3,235 | $283K | 0.0% | -16.1% | 0.005% | |
4/16/2024 | Toth Financial Advisory Corp | 223,691 | $19.57M | 2.4% | -2.9% | 0.318% | |
4/16/2024 | Colorado Capital Management Inc. | 2,945 | $258K | 0.1% | N/A | 0.004% | |
4/15/2024 | Brookstone Capital Management | 55,623 | $4.87M | 0.1% | +213.7% | 0.079% | |
4/11/2024 | GenWealth Group Inc. | 67,242 | $5.88M | 1.5% | +3.3% | 0.084% | |
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4/10/2024 | Banque Cantonale Vaudoise | 1,200 | $105K | 0.0% | N/A | 0.002% | |
2/26/2024 | Integrated Advisors Network LLC | 4,328 | $329K | 0.0% | -48.6% | 0.005% | |
2/16/2024 | DRW Securities LLC | 47,632 | $3.62M | 0.1% | +341.7% | 0.060% | |
2/13/2024 | Tower Research Capital LLC TRC | 65,392 | $4.97M | 0.1% | -3.8% | 0.082% | |
2/13/2024 | CIBC Private Wealth Group LLC | 10,668 | $811K | 0.0% | -2.8% | 0.013% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 2,870 | $218K | 0.1% | N/A | 0.004% | |
2/13/2024 | James J. Burns & Company LLC | 3,017 | $229K | 0.1% | N/A | 0.004% | |
2/12/2024 | Harvest Investment Services LLC | 19,922 | $1.51M | 0.7% | +10.8% | 0.025% | |
2/12/2024 | Westwood Wealth Management | 123,680 | $9.40M | 7.2% | +0.1% | 0.155% | |
2/12/2024 | Focus Financial Network Inc. ADV | 298,215 | $22.66M | 0.9% | N/A | 0.374% | |
2/12/2024 | IPG Investment Advisors LLC | 14,850 | $1.13M | 0.2% | N/A | 0.019% | |
2/9/2024 | Orion Portfolio Solutions LLC | 6,551 | $486K | 0.0% | -68.1% | 0.008% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 20,385 | $1.55M | 0.0% | -47.0% | 0.026% | |
2/9/2024 | Central Valley Advisors LLC | 4,800 | $365K | 0.2% | N/A | 0.006% | |
2/9/2024 | IMC Chicago LLC | 159,132 | $12.09M | 0.0% | N/A | 0.200% | |
2/9/2024 | Thoroughbred Financial Services LLC | 3,133 | $238K | 0.0% | N/A | 0.004% | |
2/8/2024 | Main Street Financial Solutions LLC | 5,771 | $439K | 0.1% | +69.5% | 0.007% | |
2/8/2024 | Foundations Investment Advisors LLC | 11,481 | $919K | 0.0% | N/A | 0.014% | |
2/8/2024 | Innova Wealth Partners | 3,635 | $276K | 0.2% | N/A | 0.005% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,769 | $438K | 0.0% | N/A | 0.007% | |
2/7/2024 | Formidable Asset Management LLC | 4,186 | $307K | 0.1% | +4.7% | 0.005% | |
2/7/2024 | Jump Financial LLC | 99,042 | $7.53M | 0.2% | +343.0% | 0.124% | |
2/7/2024 | VisionPoint Advisory Group LLC | 3,711 | $282K | 0.1% | N/A | 0.005% | |
2/6/2024 | Spire Wealth Management | 886 | $71K | 0.0% | -18.9% | 0.001% | |
2/6/2024 | Rollins Financial | 22,963 | $1.75M | 0.4% | -43.4% | 0.029% | |
2/6/2024 | Avidian Wealth Solutions LLC | 10,000 | $760K | 0.0% | N/A | 0.013% | |
2/6/2024 | Aveo Capital Partners LLC | 65,651 | $4.99M | 0.6% | -74.8% | 0.082% | |
2/6/2024 | SRS Capital Advisors Inc. | 26,171 | $1.99M | 0.2% | -5.0% | 0.033% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 9,300 | $707K | 0.1% | -17.5% | 0.012% | |
2/5/2024 | Lowery Thomas LLC | 3,112 | $237K | 0.2% | N/A | 0.004% | |
2/2/2024 | XR Securities LLC | 4,163 | $316K | 0.0% | N/A | 0.005% | |
2/2/2024 | Atria Wealth Solutions Inc. | 3,175 | $241K | 0.0% | N/A | 0.004% | |
2/2/2024 | Schnieders Capital Management LLC | 12,200 | $927K | 0.2% | +52.5% | 0.015% | |
2/1/2024 | CRA Financial Services LLC | 2,814 | $214K | 0.1% | N/A | 0.004% | |
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1/31/2024 | Institute for Wealth Management LLC. | 6,830 | $519K | 0.1% | -17.3% | 0.009% | |
1/30/2024 | Prosperity Wealth Management Inc. | 7,942 | $604K | 0.4% | -38.8% | 0.010% | |
1/30/2024 | Avior Wealth Management LLC | 15,685 | $1.19M | 0.1% | -4.3% | 0.020% | |
1/30/2024 | Howard Capital Management Inc. | 84,198 | $6.40M | 0.8% | -7.3% | 0.106% | |
1/26/2024 | Toth Financial Advisory Corp | 230,451 | $17.51M | 2.4% | -0.3% | 0.289% | |
1/26/2024 | Segment Wealth Management LLC | 2,695 | $205K | 0.0% | N/A | 0.003% | |
1/25/2024 | 180 Wealth Advisors LLC | 23,365 | $1.72M | 0.3% | N/A | 0.029% | |
1/24/2024 | Sowell Financial Services LLC | 57,294 | $4.35M | 0.2% | +37.7% | 0.072% | |
1/23/2024 | CPR Investments Inc. | 5,258 | $400K | 0.4% | -95.7% | 0.007% | |
1/19/2024 | Zullo Investment Group Inc. | 2,650 | $201K | 0.1% | N/A | 0.003% | |
1/18/2024 | Altfest L J & Co. Inc. | 3,220 | $245K | 0.0% | N/A | 0.004% | |
1/18/2024 | First National Corp MA ADV | 26,970 | $2.05M | 0.5% | -30.8% | 0.034% | |
1/17/2024 | Patriot Investment Management Group Inc. | 6,090 | $463K | 0.0% | N/A | 0.008% | |
1/16/2024 | CoreCap Advisors LLC | 2,687 | $204K | 0.0% | N/A | 0.003% | |
1/11/2024 | Brookstone Capital Management | 17,731 | $1.35M | 0.0% | -26.1% | 0.022% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 6,555 | $498K | 0.0% | -26.0% | 0.008% | |
1/11/2024 | Grandview Asset Management LLC | 3,200 | $243K | 0.1% | N/A | 0.004% | |
1/11/2024 | GenWealth Group Inc. | 65,069 | $4.95M | 1.4% | -5.5% | 0.082% | |
1/10/2024 | Foresight Capital Management Advisors Inc. | 8,008 | $609K | 0.6% | N/A | 0.010% | |
12/6/2023 | Citigroup Inc. | 2,280 | $135K | 0.0% | +20.0% | 0.003% | |
11/16/2023 | Integrated Advisors Network LLC | 8,426 | $500K | 0.0% | -59.9% | 0.011% | |
11/16/2023 | First Foundation Advisors | 13,655 | $810K | 0.0% | N/A | 0.017% | |
11/14/2023 | Tower Research Capital LLC TRC | 68,008 | $4.04M | 0.1% | +274.9% | 0.085% | |
11/14/2023 | Mutual Advisors LLC | 3,522 | $209K | 0.0% | N/A | 0.004% | |
11/13/2023 | Mariner LLC | 30,921 | $1.84M | 0.0% | -8.2% | 0.039% | |
11/13/2023 | Clearstead Advisors LLC | 364,829 | $21.65M | 1.3% | N/A | 0.458% | |
11/9/2023 | CPR Investments Inc. | 120,993 | $7.18M | 7.7% | +925.0% | 0.152% | |
11/9/2023 | Rollins Financial | 40,581 | $2.41M | 0.6% | -45.1% | 0.051% | |
11/9/2023 | West Chester Capital Advisors Inc. | 8,342 | $495K | 0.9% | +88.7% | 0.010% | |
11/8/2023 | Pathstone Family Office LLC | 289,499 | $17.18M | 0.1% | N/A | 0.363% | |
11/8/2023 | Westwood Wealth Management | 123,536 | $7.33M | 4.8% | +0.7% | 0.155% | |
11/8/2023 | Sowell Financial Services LLC | 41,617 | $2.47M | 0.2% | -43.3% | 0.052% | |
11/8/2023 | Spire Wealth Management | 1,092 | $65K | 0.0% | +32.5% | 0.001% | |
11/8/2023 | Schnieders Capital Management LLC | 8,000 | $475K | 0.1% | -37.3% | 0.010% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 48,512 | $2.88M | 0.2% | N/A | 0.061% | |
11/7/2023 | Adell Harriman & Carpenter Inc. | 11,277 | $669K | 0.1% | +2.4% | 0.014% | |
11/7/2023 | Prosperity Wealth Management Inc. | 12,970 | $770K | 0.5% | -21.9% | 0.016% | |
11/7/2023 | Clearstead Advisors LLC | 364,829 | $21.65M | 1.2% | N/A | 0.458% | |
11/7/2023 | Barclays PLC | 2,619 | $155K | 0.0% | N/A | 0.003% | |
11/7/2023 | Jump Financial LLC | 22,358 | $1.33M | 0.1% | -80.3% | 0.028% | |
11/6/2023 | Aveo Capital Partners LLC | 260,637 | $15.47M | 2.0% | -2.0% | 0.327% | |
11/4/2023 | Robinson Value Management Ltd. | 19,684 | $1.17M | 0.9% | N/A | 0.025% | |
11/3/2023 | Main Street Financial Solutions LLC | 3,405 | $202K | 0.0% | N/A | 0.004% | |
11/1/2023 | Simplex Trading LLC | 18,599 | $1.10M | 0.0% | +244.6% | 0.023% | |
11/1/2023 | Orion Portfolio Solutions LLC | 20,530 | $1.22M | 0.0% | +2.9% | 0.026% | |
10/31/2023 | AlphaMark Advisors LLC | 489 | $29K | 0.0% | +91.0% | 0.001% | |
10/26/2023 | Castleview Partners LLC | 11,349 | $674K | 0.6% | -4.0% | 0.014% | |
10/25/2023 | Miracle Mile Advisors LLC | 49,355 | $2.93M | 0.1% | -2.2% | 0.062% | |
10/25/2023 | Brown Advisory Inc. | 3,395 | $201K | 0.0% | N/A | 0.004% | |
10/24/2023 | First National Corp MA ADV | 38,987 | $2.31M | 0.6% | -47.5% | 0.049% | |
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10/24/2023 | Raymond James & Associates | 4,412 | $262K | 0.0% | N/A | 0.006% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 38,449 | $2.28M | 0.0% | +119.4% | 0.048% | |
10/20/2023 | Brookstone Capital Management | 23,992 | $1.43M | 0.0% | -6.6% | 0.030% | |
10/18/2023 | Galvin Gaustad & Stein LLC | 8,855 | $526K | 0.1% | N/A | 0.011% | |
10/18/2023 | Capital Advisory Group Advisory Services LLC | 7,390 | $439K | 0.2% | N/A | 0.009% | |
10/17/2023 | Meridian Wealth Management LLC | 11,714 | $695K | 0.0% | +8.8% | 0.015% | |
10/13/2023 | SG Americas Securities LLC | 4,000 | $237K | 0.0% | -77.2% | 0.005% | |
10/12/2023 | IFP Advisors Inc | 1,537 | $91K | 0.0% | -24.7% | 0.002% | |
10/10/2023 | Outlook Wealth Advisors LLC | 5,281 | $313K | 0.1% | N/A | 0.007% | |
9/12/2023 | Prosperity Wealth Management Inc. | 16,612 | $1.07M | 0.7% | -51.1% | 0.021% | |