7/23/2025 | Valmark Advisers Inc. | 11,565 | $261K | 0.0% | -3.8% | 0.021% | |
7/23/2025 | RMG Wealth Management LLC | 2,097,447 | $46.40M | 7.1% | N/A | 3.888% | |
7/21/2025 | Ascent Group LLC | 22,717 | $513K | 0.0% | +16.7% | 0.042% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 305,000 | $6.88M | 0.0% | +15.5% | 0.565% | |
7/18/2025 | Truist Financial Corp | 25,575 | $577K | 0.0% | -80.6% | 0.047% | |
7/18/2025 | Lockerman Financial Group Inc. | 23,267 | $525K | 0.7% | +14.1% | 0.043% | |
7/17/2025 | LifeGoal Wealth Advisors | 11,669 | $263K | 0.2% | -20.0% | 0.021% | |
7/17/2025 | Raleigh Capital Management Inc. | 95,032 | $2.15M | 0.9% | +12.0% | 0.175% | |
7/17/2025 | Fifth Third Securities Inc. | 103,699 | $2.34M | 0.2% | +8.2% | 0.191% | |
7/16/2025 | Twelve Points Wealth Management LLC | 17,428 | $393K | 0.1% | -12.0% | 0.032% | |
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7/16/2025 | Novem Group | 50,538 | $1.14M | 0.1% | +9.2% | 0.093% | |
7/14/2025 | Caitlin John LLC | 75,728 | $1.71M | 1.6% | -62.7% | 0.140% | |
7/14/2025 | Iams Wealth Management LLC | 18,024 | $407K | 0.2% | +27.9% | 0.033% | |
7/14/2025 | Park Avenue Securities LLC | 149,248 | $3.37M | 0.0% | +0.8% | 0.276% | |
7/11/2025 | Farther Finance Advisors LLC | 7,621 | $172K | 0.0% | +10.6% | 0.014% | |
7/11/2025 | International Private Wealth Advisors LLC | 24,098 | $544K | 0.5% | +26.4% | 0.045% | |
7/10/2025 | Sterling Financial Group Inc. | 837,120 | $18.89M | 6.3% | +1.5% | 1.569% | |
7/10/2025 | Global Financial Private Client LLC | 29,802 | $673K | 0.3% | +20.7% | 0.056% | |
7/10/2025 | Rockland Trust Co. | 1,681,304 | $37.95M | 1.8% | +3.5% | 3.151% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,629 | $620K | 0.0% | -5.0% | 0.052% | |
7/10/2025 | Sharkey Howes & Javer | 135,123 | $3.05M | 0.4% | N/A | 0.253% | |
7/10/2025 | Signal Advisors Wealth LLC | 95,176 | $2.15M | 0.2% | N/A | 0.178% | |
7/9/2025 | Balefire LLC | 17,639 | $398K | 0.1% | N/A | 0.033% | |
7/8/2025 | Strategic Advocates LLC | 845,820 | $19.09M | 5.7% | +2.0% | 1.597% | |
7/8/2025 | Goldstone Financial Group LLC | 508,205 | $11.41M | 1.5% | -4.6% | 0.960% | |
7/8/2025 | Boltwood Capital Management | 45,800 | $1.03M | 0.3% | -6.4% | 0.086% | |
7/3/2025 | City Center Advisors LLC | 15,541 | $351K | 0.4% | +10.6% | 0.029% | |
5/16/2025 | NewEdge Advisors LLC | 133,028 | $3.00M | 0.0% | +755.2% | 0.252% | |
5/16/2025 | Integrated Wealth Concepts LLC | 8,904 | $201K | 0.0% | -77.5% | 0.017% | |
5/15/2025 | Graney & King LLC | 158,774 | $3.58M | 2.7% | +16.9% | 0.301% | |
5/9/2025 | Cary Street Partners Financial LLC | 95,248 | $2.15M | 0.1% | +14.1% | 0.181% | |
5/8/2025 | Strategic Advocates LLC | 829,478 | $18.72M | 6.5% | +9.7% | 1.575% | |
5/7/2025 | NYL Investors LLC | 1,446,850 | $32.66M | 2.1% | +0.2% | 2.748% | |
5/6/2025 | Richardson Financial Services Inc. | 20,067 | $453K | 0.3% | N/A | 0.038% | |
5/5/2025 | Archer Investment Corp | 3,772 | $85K | 0.0% | -36.1% | 0.007% | |
5/1/2025 | Fifth Third Securities Inc. | 95,821 | $2.16M | 0.2% | +3.8% | 0.182% | |
4/29/2025 | Bank of New York Mellon Corp | 280,992 | $6.34M | 0.0% | +7.2% | 0.534% | |
4/28/2025 | Private Trust Co. NA | 20,702 | $467K | 0.0% | -8.9% | 0.039% | |
4/25/2025 | Westside Investment Management Inc. | 24,864 | $561K | 0.1% | +56.5% | 0.047% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,914 | $43K | 0.0% | +290.6% | 0.004% | |
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4/23/2025 | Fourth Dimension Wealth LLC | 49,589 | $1.12M | 0.5% | +41.9% | 0.094% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 53,783 | $1.21M | 0.0% | -65.4% | 0.102% | |
4/14/2025 | Farther Finance Advisors LLC | 6,892 | $156K | 0.0% | +689,100.0% | 0.013% | |
4/8/2025 | Global Financial Private Client LLC | 24,698 | $557K | 0.2% | +133.5% | 0.046% | |
2/18/2025 | Fourth Dimension Wealth LLC | 34,956 | $777K | 0.4% | N/A | 0.103% | |
2/18/2025 | Novem Group | 39,999 | $889K | 0.1% | N/A | 0.118% | |
2/17/2025 | KKM Financial LLC | 36,313 | $813K | 0.3% | N/A | 0.107% | |
2/17/2025 | Cary Street Partners Financial LLC | 83,471 | $1.86M | 0.1% | N/A | 0.247% | |
2/17/2025 | BNP Paribas Financial Markets | 24,806 | $551K | 0.0% | -81.5% | 0.073% | |
2/17/2025 | Ameriprise Financial Inc. | 273,787 | $6.09M | 0.0% | -17.5% | 0.809% | |
2/14/2025 | Integrated Wealth Concepts LLC | 39,532 | $879K | 0.0% | -8.7% | 0.117% | |
2/14/2025 | IHT Wealth Management LLC | 21,498 | $478K | 0.0% | +2.5% | 0.064% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 12,307 | $275K | 0.0% | +177.8% | 0.036% | |
2/12/2025 | JPMorgan Chase & Co. | 143,507 | $3.19M | 0.0% | +11.5% | 0.424% | |
2/12/2025 | Graney & King LLC | 135,819 | $3.02M | 2.3% | N/A | 0.401% | |
2/6/2025 | SBI Securities Co. Ltd. | 6,051 | $135K | 0.0% | N/A | 0.018% | |
2/6/2025 | Jones Financial Companies Lllp | 22,419 | $498K | 0.0% | +507.7% | 0.066% | |
2/5/2025 | Private Trust Co. NA | 22,723 | $505K | 0.1% | -30.6% | 0.067% | |
2/4/2025 | Bank of New York Mellon Corp | 262,194 | $5.83M | 0.0% | +0.2% | 0.775% | |
2/4/2025 | Transcendent Capital Group LLC | 1,762 | $39K | 0.0% | -56.7% | 0.005% | |
1/30/2025 | NYL Investors LLC | 1,444,550 | $32.11M | 2.9% | +0.2% | 4.268% | |
1/28/2025 | Archer Investment Corp | 5,904 | $131K | 0.0% | -9.9% | 0.017% | |
1/27/2025 | Caitlin John LLC | 126,391 | $2.81M | 1.9% | -12.2% | 0.373% | |
1/23/2025 | Strategic Advocates LLC | 756,287 | $16.81M | 5.7% | +16.4% | 2.234% | |
1/23/2025 | Fifth Third Securities Inc. | 92,335 | $2.05M | 0.2% | +3.9% | 0.273% | |
1/17/2025 | Avior Wealth Management LLC | 1,630 | $36K | 0.0% | N/A | 0.005% | |
1/17/2025 | Westside Investment Management Inc. | 15,887 | $353K | 0.1% | +88.6% | 0.047% | |
1/14/2025 | Global Financial Private Client LLC | 10,577 | $235K | 0.1% | +7.9% | 0.031% | |
12/26/2024 | JPMorgan Chase & Co. | 128,689 | $3.11M | 0.0% | +27.7% | 0.380% | |
11/20/2024 | Westside Investment Management Inc. | 8,423 | $204K | 0.0% | +63.8% | 0.025% | |
11/15/2024 | IHT Wealth Management LLC | 20,965 | $507K | 0.0% | +43.5% | 0.062% | |
11/15/2024 | Integrated Wealth Concepts LLC | 43,296 | $1.05M | 0.0% | +2.3% | 0.128% | |
11/13/2024 | BNP Paribas Financial Markets | 134,100 | $3.24M | 0.0% | N/A | 0.396% | |
11/13/2024 | Private Trust Co. NA | 32,723 | $791K | 0.1% | +30.1% | 0.097% | |
11/6/2024 | NYL Investors LLC | 1,441,950 | $34.84M | 2.2% | +0.1% | 4.260% | |
11/2/2024 | Transcendent Capital Group LLC | 4,071 | $98K | 0.1% | +130.0% | 0.012% | |
10/17/2024 | Strategic Advocates LLC | 649,591 | $15.69M | 5.6% | +324.0% | 1.919% | |
8/28/2024 | RiverFront Investment Group LLC | 22,246 | $502K | 0.0% | N/A | 0.066% | |
7/26/2024 | Bank of New York Mellon Corp | 165,217 | $3.73M | 0.0% | +7.7% | 0.488% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 4,855 | $109K | 0.0% | -31.7% | 0.014% | |
7/17/2024 | Westside Investment Management Inc. | 5,141 | $116K | 0.0% | +29.1% | 0.015% | |
7/15/2024 | Fifth Third Securities Inc. | 91,853 | $2.07M | 0.2% | +22.8% | 0.271% | |
7/11/2024 | Strategic Advocates LLC | 153,210 | $3.46M | 1.4% | N/A | 0.453% | |
5/16/2024 | Global Financial Private Client LLC | 9,800 | $223K | 0.1% | N/A | 0.028% | |
5/15/2024 | Transcendent Capital Group LLC | 1,750 | $41K | 0.0% | +45.2% | 0.005% | |
5/11/2024 | NYL Investors LLC | 1,437,650 | $33.41M | 1.2% | +0.0% | 4.137% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 162,546 | $3.78M | 0.0% | +1,023.3% | 0.476% | |
4/24/2024 | Private Trust Co. NA | 32,649 | $759K | 0.1% | +8.3% | 0.096% | |
4/19/2024 | Westside Investment Management Inc. | 3,982 | $93K | 0.0% | +18.9% | 0.012% | |
4/18/2024 | Fifth Third Securities Inc. | 74,783 | $1.74M | 0.2% | N/A | 0.219% | |
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4/15/2024 | Sunbelt Securities Inc. | 2,362 | $55K | 0.0% | -20.6% | 0.007% | |
3/1/2024 | Transcendent Capital Group LLC | 1,205 | $29K | 0.0% | N/A | 0.004% | |
2/12/2024 | NYL Investors LLC | 1,436,950 | $34.19M | 1.4% | -23.4% | 4.540% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 7,112 | $169K | 0.0% | -21.8% | 0.022% | |
1/24/2024 | Private Trust Co. NA | 30,149 | $717K | 0.1% | +24.3% | 0.095% | |
1/12/2024 | Westside Investment Management Inc. | 3,350 | $80K | 0.0% | N/A | 0.011% | |
1/10/2024 | Wayfinding Financial LLC | 106,394 | $2.53M | 1.7% | -48.7% | 0.336% | |
11/13/2023 | NYL Investors LLC | 1,876,350 | $39.85M | 1.6% | +0.6% | 5.928% | |
11/13/2023 | NSI Retail Advisors LLC | 51,700 | $1.10M | 0.2% | -4.6% | 0.163% | |
11/2/2023 | Wayfinding Financial LLC | 207,339 | $4.34M | 3.3% | N/A | 0.655% | |