8/1/2025 | Strategic Financial Services Inc. | 103,600 | $16.01M | 0.9% | N/A | 4.604% | |
8/1/2025 | Envestnet Asset Management Inc. | 84,795 | $13.10M | 0.0% | -53.0% | 3.769% | |
7/30/2025 | Strategic Blueprint LLC | 4,052 | $626K | 0.0% | -2.1% | 0.180% | |
7/14/2025 | Park Avenue Securities LLC | 3,177 | $491K | 0.0% | N/A | 0.141% | |
7/11/2025 | Trinity Wealth Management LLC | 115,036 | $17.78M | 7.1% | +2.3% | 5.229% | |
7/8/2025 | Parallel Advisors LLC | 6,281 | $971K | 0.0% | -13.3% | 0.286% | |
6/27/2025 | Goldman Sachs Group Inc. | 40,183 | $5.84M | 0.0% | -8.2% | 1.827% | |
5/19/2025 | Jane Street Group LLC | 9,890 | $1.44M | 0.0% | +13.1% | 0.450% | |
5/16/2025 | Goldman Sachs Group Inc. | 40,183 | $5.84M | 0.0% | -8.2% | 1.827% | |
5/16/2025 | Jones Financial Companies Lllp | 5,864 | $853K | 0.0% | +4,999.1% | 0.267% | |
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5/16/2025 | NewEdge Advisors LLC | 2,350 | $342K | 0.0% | +3.2% | 0.107% | |
5/15/2025 | Royal Bank of Canada | 3,007 | $437K | 0.0% | +99.5% | 0.137% | |
5/14/2025 | PGIM Custom Harvest LLC | 2,390 | $348K | 0.0% | -35.1% | 0.109% | |
5/13/2025 | Freestone Capital Holdings LLC | 1,721 | $250K | 0.0% | -7.4% | 0.078% | |
5/9/2025 | PNC Financial Services Group Inc. | 46,595 | $6.78M | 0.0% | -0.3% | 2.118% | |
5/8/2025 | Harbour Investments Inc. | 710 | $103K | 0.0% | -26.1% | 0.032% | |
5/7/2025 | LPL Financial LLC | 17,406 | $2.53M | 0.0% | -2.9% | 0.791% | |
4/29/2025 | Envestnet Asset Management Inc. | 180,474 | $26.25M | 0.0% | -1.7% | 8.203% | |
4/29/2025 | Strategic Blueprint LLC | 4,141 | $602K | 0.0% | -3.1% | 0.188% | |
4/25/2025 | G&S Capital LLC | 7,288 | $1.06M | 0.5% | +1.9% | 0.331% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,691 | $246K | 0.0% | -5.7% | 0.077% | |
4/17/2025 | James Reed Financial Services Inc. | 159,117 | $23.14M | 25.8% | -2.6% | 7.233% | |
4/10/2025 | Trinity Wealth Management LLC | 112,453 | $16.36M | 7.5% | +0.5% | 5.355% | |
4/8/2025 | Parallel Advisors LLC | 7,241 | $1.05M | 0.0% | -8.7% | 0.345% | |
2/18/2025 | Sunbelt Securities Inc. | 2,781 | $412K | 0.0% | -2.5% | 0.124% | |
2/17/2025 | Baird Financial Group Inc. | 2,049 | $304K | 0.0% | -7.2% | 0.091% | |
2/17/2025 | Bank of America Corp DE | 423,759 | $62.93M | 0.0% | +24.1% | 18.834% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 12,462 | $1.85M | 0.0% | -3.3% | 0.554% | |
2/14/2025 | Jane Street Group LLC | 8,746 | $1.30M | 0.0% | -67.9% | 0.389% | |
2/14/2025 | Bison Wealth LLC | 4,901 | $728K | 0.1% | -2.4% | 0.223% | |
2/14/2025 | Lido Advisors LLC | 17,327 | $2.57M | 0.0% | -12.2% | 0.770% | |
2/14/2025 | Susquehanna International Group LLP | 35,735 | $5.31M | 0.0% | +54.4% | 1.588% | |
2/14/2025 | OneDigital Investment Advisors LLC | 1,890 | $281K | 0.0% | +21.6% | 0.084% | |
2/14/2025 | TD Waterhouse Canada Inc. | 1,334 | $197K | 0.0% | +27.4% | 0.059% | |
2/13/2025 | Keystone Financial Group | 4,582 | $682K | 0.1% | N/A | 0.204% | |
2/13/2025 | Sagespring Wealth Partners LLC | 5,834 | $866K | 0.0% | N/A | 0.259% | |
2/13/2025 | Cerity Partners LLC | 5,102 | $758K | 0.0% | +16.6% | 0.227% | |
2/13/2025 | Envestnet Asset Management Inc. | 183,524 | $27.25M | 0.0% | +0.5% | 8.157% | |
2/13/2025 | Wells Fargo & Company MN | 3,030 | $450K | 0.0% | +9.0% | 0.135% | |
2/12/2025 | OneAscent Financial Services LLC | 1,397 | $207K | 0.0% | N/A | 0.062% | |
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2/12/2025 | JPMorgan Chase & Co. | 9,136 | $1.36M | 0.0% | +191.8% | 0.406% | |
2/11/2025 | LPL Financial LLC | 17,922 | $2.66M | 0.0% | -11.3% | 0.797% | |
2/10/2025 | Parallel Advisors LLC | 7,933 | $1.18M | 0.0% | -5.4% | 0.353% | |
2/10/2025 | Commonwealth Equity Services LLC | 3,102 | $461K | 0.0% | +40.1% | 0.138% | |
2/7/2025 | PNC Financial Services Group Inc. | 46,735 | $6.94M | 0.0% | +2.6% | 2.077% | |
2/6/2025 | Freestone Capital Holdings LLC | 1,858 | $276K | 0.0% | -4.6% | 0.083% | |
2/6/2025 | James Reed Financial Services Inc. | 163,373 | $24.26M | 25.3% | N/A | 7.261% | |
1/30/2025 | Principal Securities Inc. | 93,384 | $13.87M | 0.3% | +2.9% | 4.150% | |
1/30/2025 | G&S Capital LLC | 7,154 | $1.06M | 0.4% | -2.7% | 0.318% | |
1/24/2025 | Trinity Wealth Management LLC | 111,921 | $16.62M | 7.5% | +2.2% | 4.974% | |
1/23/2025 | Capital Investment Advisory Services LLC | 822 | $122K | 0.0% | -10.6% | 0.037% | |
1/21/2025 | Atlas Private Wealth Advisors | 1,446 | $215K | 0.0% | N/A | 0.064% | |
1/16/2025 | Client 1ST Advisory Group LLC | 3,338 | $496K | 0.2% | N/A | 0.148% | |
1/14/2025 | Park Avenue Securities LLC | 1,986 | $295K | 0.0% | N/A | 0.088% | |
11/15/2024 | MML Investors Services LLC | 4,286 | $638K | 0.0% | +40.0% | 0.190% | |
11/15/2024 | Jane Street Group LLC | 27,239 | $4.05M | 0.0% | +14.2% | 1.211% | |
11/14/2024 | Flow Traders U.S. LLC | 1,438 | $214K | 0.0% | N/A | 0.064% | |
11/12/2024 | Cerity Partners LLC | 4,374 | $651K | 0.0% | -3.5% | 0.194% | |
11/12/2024 | Icon Wealth Advisors LLC | 3,848 | $573K | 0.0% | +306.3% | 0.171% | |
11/8/2024 | PNC Financial Services Group Inc. | 45,540 | $6.78M | 0.0% | +6.4% | 2.024% | |
11/6/2024 | BCGM Wealth Management LLC | 3,978 | $592K | 0.2% | -3.6% | 0.177% | |
10/28/2024 | Principal Securities Inc. | 90,770 | $13.51M | 0.3% | +2.0% | 4.034% | |
10/19/2024 | Trinity Wealth Management LLC | 109,522 | $16.30M | 7.5% | +1.5% | 4.868% | |
8/16/2024 | Sunbelt Securities Inc. | 2,885 | $397K | 0.0% | +74.0% | 0.128% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,528 | $210K | 0.0% | -13.1% | 0.068% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 13,255 | $1.82M | 0.0% | -3.8% | 0.589% | |
8/8/2024 | Envestnet Asset Management Inc. | 182,038 | $25.04M | 0.0% | +6.4% | 8.091% | |
8/8/2024 | Parallel Advisors LLC | 8,596 | $1.18M | 0.0% | -6.7% | 0.382% | |
8/8/2024 | Client 1ST Advisory Group LLC | 3,497 | $481K | 0.2% | -2.8% | 0.155% | |
7/31/2024 | Commonwealth Equity Services LLC | 2,207 | $304K | 0.0% | -11.1% | 0.098% | |
7/27/2024 | Strategic Blueprint LLC | 4,275 | $588K | 0.0% | -9.3% | 0.190% | |
7/16/2024 | Trinity Wealth Management LLC | 107,915 | $14.84M | 7.4% | +0.7% | 4.796% | |
4/23/2024 | Fifth Third Bancorp | 200 | $28K | 0.0% | -74.2% | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 4,713 | $671K | 0.0% | -8.6% | 0.189% | |
4/15/2024 | G&S Capital LLC | 8,494 | $1.21M | 0.5% | +1.4% | 0.340% | |
4/15/2024 | Sunbelt Securities Inc. | 1,658 | $236K | 0.0% | N/A | 0.066% | |
4/12/2024 | AdvisorNet Financial Inc | 1,205 | $171K | 0.0% | -6.4% | 0.047% | |
3/22/2024 | PNC Financial Services Group Inc. | 36,911 | $4.87M | 0.0% | +4.2% | 1.447% | |
2/12/2024 | Parallel Advisors LLC | 9,258 | $1.22M | 0.0% | -13.3% | 0.363% | |
2/12/2024 | Hilltop Holdings Inc. | 8,664 | $1.14M | 0.1% | N/A | 0.340% | |
2/9/2024 | PNC Financial Services Group Inc. | 36,911 | $4.87M | 0.0% | +4.2% | 1.447% | |
2/8/2024 | BCGM Wealth Management LLC | 4,185 | $552K | 0.2% | +31.3% | 0.164% | |
2/7/2024 | Principal Securities Inc. | 69,383 | $9.15M | 0.3% | N/A | 2.721% | |
2/1/2024 | Capital Investment Advisory Services LLC | 919 | $121K | 0.0% | -7.7% | 0.036% | |
2/1/2024 | CWM LLC | 1,433 | $189K | 0.0% | +49.1% | 0.056% | |
1/29/2024 | Baystate Wealth Management LLC | 197 | $26K | 0.0% | -33.0% | 0.008% | |
1/29/2024 | G&S Capital LLC | 8,373 | $1.10M | 0.5% | -5.7% | 0.328% | |
1/25/2024 | MA Private Wealth | 2,267 | $299K | 0.1% | -29.6% | 0.089% | |
1/25/2024 | Strategic Blueprint LLC | 5,154 | $680K | 0.1% | -10.1% | 0.202% | |
1/19/2024 | Fifth Third Bancorp | 775 | $102K | 0.0% | -11.7% | 0.030% | |
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1/17/2024 | Courier Capital LLC | 1,700 | $224K | 0.0% | N/A | 0.067% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,907 | $252K | 0.0% | +7.5% | 0.075% | |
11/15/2023 | Lido Advisors LLC | 29,929 | $3.51M | 0.0% | -34.3% | 1.174% | |
11/13/2023 | Bison Wealth LLC | 5,055 | $593K | 0.1% | -2.3% | 0.198% | |
11/13/2023 | Envestnet Asset Management Inc. | 171,958 | $20.18M | 0.0% | -8.7% | 6.743% | |
11/13/2023 | PNC Financial Services Group Inc. | 35,426 | $4.16M | 0.0% | -1.4% | 1.389% | |
11/8/2023 | Choreo LLC | 2,018 | $238K | 0.0% | +9.2% | 0.079% | |
11/8/2023 | Spire Wealth Management | 804 | $94K | 0.0% | N/A | 0.032% | |
11/2/2023 | TKG Advisors LLC | 2,021 | $237K | 0.2% | -6.1% | 0.079% | |
10/27/2023 | MA Private Wealth | 3,218 | $378K | 0.1% | -94.5% | 0.126% | |