8/21/2023 | Osaic Holdings Inc. | 48,339 | $2.48M | 0.0% | -8.1% | 0.933% | |
8/16/2023 | Sunbelt Securities Inc. | 13,914 | $0.71M | 0.1% | -4.8% | 0.269% | |
8/15/2023 | Wells Fargo & Company MN | 33,084 | $1.69M | 0.0% | -26.2% | 0.639% | |
8/15/2023 | IMA Wealth Inc. | 3,985 | $0.20M | 0.1% | -26.6% | 0.077% | |
8/15/2023 | Goldman Sachs Group Inc. | 26,010 | $1.33M | 0.0% | +19.8% | 0.502% | |
8/15/2023 | Royal Bank of Canada | 30,079 | $1.54M | 0.0% | +161.1% | 0.581% | |
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8/15/2023 | Stifel Financial Corp | 32,671 | $1.67M | 0.0% | +66.5% | 0.631% | |
8/15/2023 | Citadel Advisors LLC | 21,343 | $1.09M | 0.0% | +27.9% | 0.412% | |
8/14/2023 | Bison Wealth LLC | 9,565 | $0.49M | 0.1% | N/A | 0.185% | |
8/14/2023 | MML Investors Services LLC | 6,424 | $0.33M | 0.0% | +9.5% | 0.124% | |
8/14/2023 | Eqis Capital Management Inc. | 23,372 | $1.20M | 0.1% | -59.9% | 0.451% | |
8/11/2023 | Kestra Advisory Services LLC | 97,783 | $5.01M | 0.1% | +1.0% | 1.888% | |
8/11/2023 | PNC Financial Services Group Inc. | 901 | $46K | 0.0% | -18.2% | 0.017% | |
8/10/2023 | Osaic Holdings Inc. | 48,339 | $2.48M | 0.0% | -8.1% | 0.933% | |
8/10/2023 | Commonwealth Equity Services LLC | 9,093 | $0.47M | 0.0% | -10.0% | 0.176% | |
8/10/2023 | Private Advisor Group LLC | 69,674 | $3.57M | 0.0% | -19.2% | 1.345% | |
8/10/2023 | Cetera Advisor Networks LLC | 106,896 | $5.47M | 0.0% | -2.2% | 2.064% | |
8/10/2023 | Wintrust Investments LLC | 23,989 | $1.23M | 0.1% | -1.9% | 0.463% | |
8/10/2023 | Financial Architects Inc | 8,201 | $0.42M | 0.1% | -13.2% | 0.158% | |
8/9/2023 | Lido Advisors LLC | 24,747 | $1.27M | 0.0% | +80.9% | 0.478% | |
8/9/2023 | Rovin Capital UT ADV | 6,803 | $0.35M | 0.2% | N/A | 0.131% | |
8/8/2023 | Geneos Wealth Management Inc. | 9,537 | $0.49M | 0.0% | -26.6% | 0.184% | |
8/4/2023 | Envestnet Asset Management Inc. | 8,858 | $0.45M | 0.0% | -24.6% | 0.171% | |
8/4/2023 | Yoder Wealth Management Inc. | 38,707 | $1.98M | 1.6% | -2.2% | 0.747% | |
8/3/2023 | Atria Wealth Solutions Inc. | 8,253 | $0.42M | 0.0% | N/A | 0.159% | |
8/3/2023 | Garrison Asset Management LLC | 3,794 | $0.21M | 0.1% | N/A | 0.073% | |
8/2/2023 | Bank of Montreal Can | 615 | $32K | 0.0% | N/A | 0.012% | |
8/1/2023 | Davis Investment Partners LLC | 52,072 | $2.84M | 1.4% | -2.3% | 1.005% | |
7/31/2023 | LPL Financial LLC | 181,286 | $9.28M | 0.0% | -13.1% | 3.500% | |
7/28/2023 | Sebold Capital Management Inc. | 12,634 | $0.65M | 0.5% | -8.7% | 0.193% | |
7/28/2023 | Private Trust Co. NA | 7,215 | $0.37M | 0.0% | +4.3% | 0.110% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 30,305 | $1.55M | 0.0% | -54.3% | 0.463% | |
7/25/2023 | Raymond James & Associates | 102,065 | $5.23M | 0.0% | +4.4% | 1.561% | |
7/24/2023 | Allen Capital Group LLC | 59,718 | $3.06M | 0.5% | -0.6% | 0.913% | |
7/21/2023 | Creative Planning | 10,566 | $0.54M | 0.0% | +32.1% | 0.162% | |
7/21/2023 | Joseph P. Lucia & Associates LLC | 91,565 | $4.69M | 3.1% | -4.8% | 1.400% | |
7/20/2023 | Csenge Advisory Group | 15,425 | $0.79M | 0.1% | -84.3% | 0.236% | |
7/18/2023 | Allworth Financial LP | 1,168 | $60K | 0.0% | N/A | 0.018% | |
7/18/2023 | LVZ Inc. | 14,673 | $0.75M | 0.1% | +5.7% | 0.224% | |
7/14/2023 | SeaCrest Wealth Management LLC | 7,882 | $0.40M | 0.1% | -5.9% | 0.121% | |
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7/13/2023 | Walker Asset Management LLC | 22,480 | $1.15M | 1.0% | -3.0% | 0.344% | |
7/13/2023 | FRG Family Wealth Advisors LLC | 38,835 | $1.99M | 0.4% | -3.0% | 0.594% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,672 | $0.65M | 0.0% | -43.2% | 0.194% | |
7/12/2023 | Pacific Sun Financial Corp | 14,095 | $0.71M | 0.5% | N/A | 0.216% | |
7/11/2023 | Arkansas Financial Group Inc. | 28,436 | $1.46M | 0.3% | +34.2% | 0.435% | |
7/10/2023 | AE Wealth Management LLC | 7,686 | $0.39M | 0.0% | +87.3% | 0.118% | |
5/22/2023 | Ameriprise Financial Inc. | 58,985 | $2.98M | 0.0% | -26.3% | 0.902% | |
5/17/2023 | Sunbelt Securities Inc. | 14,608 | $0.73M | 0.1% | +28.5% | 0.223% | |
5/16/2023 | Susquehanna International Group LLP | 5,411 | $0.27M | 0.0% | N/A | 0.083% | |
5/16/2023 | Jane Street Group LLC | 8,328 | $0.42M | 0.0% | +31.6% | 0.127% | |
5/16/2023 | Snowden Capital Advisors LLC | 16,503 | $0.83M | 0.0% | +21.9% | 0.252% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 5,217 | $0.26M | 0.0% | +4.5% | 0.080% | |
5/16/2023 | Harbour Investments Inc. | 17,160 | $0.87M | 0.0% | -2.1% | 0.262% | |
5/15/2023 | Lido Advisors LLC | 13,683 | $0.69M | 0.0% | +17.7% | 0.209% | |
5/15/2023 | Yoder Wealth Management Inc. | 39,587 | $2M | 1.7% | N/A | 0.605% | |
5/15/2023 | PGIM Custom Harvest LLC | 97,853 | $4.94M | 0.2% | +221.1% | 1.496% | |
5/15/2023 | Flow Traders U.S. LLC | 15,773 | $0.80M | 0.0% | N/A | 0.241% | |
5/12/2023 | Stifel Financial Corp | 19,626 | $0.99M | 0.0% | -8.9% | 0.300% | |
5/12/2023 | Bank of America Corp DE | 483,695 | $24.41M | 0.0% | -18.5% | 7.396% | |
5/12/2023 | Milestone Advisory Partners | 14,251 | $0.72M | 0.7% | +29.2% | 0.218% | |
5/12/2023 | UBS Group AG | 239,389 | $12.08M | 0.0% | -4.3% | 3.660% | |
5/12/2023 | NewEdge Advisors LLC | 544 | $27K | 0.0% | -38.0% | 0.008% | |
5/12/2023 | SeaCrest Wealth Management LLC | 8,379 | $0.42M | 0.1% | -6.7% | 0.128% | |
5/12/2023 | HighTower Advisors LLC | 18,069 | $0.91M | 0.0% | -9.2% | 0.276% | |
5/11/2023 | PFG Investments LLC | 4,517 | $0.23M | 0.0% | N/A | 0.069% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 22,310 | $1.13M | 0.0% | -47.7% | 0.341% | |
5/11/2023 | Envestnet Asset Management Inc. | 11,748 | $0.59M | 0.0% | -20.0% | 0.180% | |
5/11/2023 | Commonwealth Equity Services LLC | 10,099 | $0.51M | 0.0% | -4.3% | 0.154% | |
5/10/2023 | Private Advisor Group LLC | 86,192 | $4.35M | 0.0% | N/A | 1.318% | |
5/10/2023 | LPL Financial LLC | 208,596 | $10.53M | 0.0% | +15.0% | 3.190% | |
5/9/2023 | Wintrust Investments LLC | 24,454 | $1.23M | 0.2% | -6.5% | 0.374% | |
5/8/2023 | MGO One Seven LLC | 128,601 | $6.49M | 0.4% | +15.2% | 1.966% | |
5/8/2023 | Cumberland Partners Ltd | 6,607 | $0.33M | 0.0% | N/A | 0.101% | |
5/8/2023 | Global Retirement Partners LLC | 860 | $42K | 0.0% | -19.2% | 0.013% | |
5/5/2023 | Moisand Fitzgerald Tamayo LLC | 700 | $35K | 0.0% | N/A | 0.011% | |
5/5/2023 | Capital Analysts LLC | 21,529 | $1.09M | 0.1% | -3.3% | 0.329% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 4,676 | $0.24M | 0.0% | +29.2% | 0.071% | |
5/3/2023 | Arkansas Financial Group Inc. | 21,192 | $1.07M | 0.2% | +23.4% | 0.324% | |
5/2/2023 | Joseph P. Lucia & Associates LLC | 96,150 | $4.85M | 3.4% | -0.9% | 1.470% | |
5/2/2023 | Friedenthal Financial | 12,594 | $0.64M | 0.4% | +15.0% | 0.193% | |
5/1/2023 | Csenge Advisory Group | 98,218 | $4.96M | 0.4% | +7.1% | 1.502% | |
5/1/2023 | Measured Wealth Private Client Group LLC | 4,106 | $0.21M | 0.1% | -15.4% | 0.063% | |
4/28/2023 | Janney Montgomery Scott LLC | 6,065 | $0.31M | 0.0% | N/A | 0.093% | |
4/28/2023 | Strategic Blueprint LLC | 15,574 | $0.79M | 0.1% | +13.5% | 0.238% | |
4/28/2023 | Allen Capital Group LLC | 60,075 | $3.03M | 0.6% | N/A | 0.919% | |
4/24/2023 | IMC Chicago LLC | 12,892 | $0.65M | 0.0% | -32.4% | 0.197% | |
4/20/2023 | LVZ Inc. | 13,881 | $0.70M | 0.1% | -33.9% | 0.212% | |
4/14/2023 | AE Wealth Management LLC | 4,103 | $0.21M | 0.0% | N/A | 0.057% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 66,379 | $3.35M | 0.0% | -61.7% | 0.924% | |
4/14/2023 | Raymond James & Associates | 97,801 | $4.94M | 0.0% | +5.2% | 1.362% | |
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4/14/2023 | SignalPoint Asset Management LLC | 62,066 | $3.13M | 1.0% | +7.6% | 0.864% | |
4/12/2023 | Private Trust Co. NA | 6,915 | $0.35M | 0.0% | +1,182.9% | 0.096% | |
4/11/2023 | Walker Asset Management LLC | 23,176 | $1.17M | 1.0% | -1.1% | 0.323% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 3,666 | $0.21M | 0.0% | N/A | 0.050% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 4,690 | $0.27M | 0.0% | -36.6% | 0.065% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 3,666 | $0.21M | 0.0% | N/A | 0.050% | |
2/16/2023 | Harbour Investments Inc. | 17,521 | $0.99M | 0.1% | -47.6% | 0.241% | |
2/16/2023 | Live Oak Investment Partners | 25,823 | $1.46M | 1.3% | N/A | 0.356% | |
2/16/2023 | IMA Wealth Inc. | 5,620 | $0.32M | 0.1% | -13.0% | 0.077% | |
2/15/2023 | Jane Street Group LLC | 6,328 | $0.36M | 0.0% | -75.1% | 0.087% | |