5/15/2025 | Royal Bank of Canada | 9,735 | $313K | 0.0% | +301.4% | 0.526% | |
5/14/2025 | Napa Wealth Management | 19,605 | $630K | 0.4% | N/A | 1.060% | |
5/9/2025 | Commonwealth Equity Services LLC | 543,484 | $17.47M | 0.0% | +1.0% | 31.056% | |
5/7/2025 | LPL Financial LLC | 101,913 | $3.28M | 0.0% | +16.3% | 5.824% | |
5/6/2025 | Cetera Investment Advisers | 25,547 | $821K | 0.0% | -4.9% | 1.460% | |
4/29/2025 | Envestnet Asset Management Inc. | 11,550 | $371K | 0.0% | -5.8% | 0.660% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 42,815 | $1.38M | 0.0% | -4.1% | 2.447% | |
2/18/2025 | Western Wealth Management LLC | 12,762 | $414K | 0.1% | +18.7% | 0.773% | |
2/17/2025 | Citadel Advisors LLC | 10,211 | $332K | 0.0% | N/A | 0.619% | |
2/17/2025 | Bank of America Corp DE | 161,174 | $5.23M | 0.0% | -0.4% | 9.768% | |
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2/14/2025 | Stifel Financial Corp | 9,975 | $324K | 0.0% | +4.2% | 0.605% | |
2/13/2025 | Raymond James Financial Inc. | 22,224 | $722K | 0.0% | N/A | 1.347% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,264 | $398K | 0.0% | +8.0% | 0.743% | |
2/11/2025 | LPL Financial LLC | 87,640 | $2.85M | 0.0% | +68.2% | 5.312% | |
2/10/2025 | Commonwealth Equity Services LLC | 537,991 | $17.47M | 0.0% | +1.9% | 32.606% | |
2/6/2025 | Raymond James Financial Inc. | 22,224 | $722K | 0.0% | N/A | 1.347% | |
1/31/2025 | Kestra Investment Management LLC | 2,078 | $67K | 0.0% | N/A | 0.126% | |
10/25/2024 | Financial Advocates Investment Management | 48,618 | $1.63M | 0.1% | -11.2% | 2.947% | |
10/24/2024 | Lunt Capital Management Inc. | 7,188 | $241K | 0.1% | -67.6% | 0.436% | |
7/31/2024 | Commonwealth Equity Services LLC | 529,240 | $16.88M | 0.0% | -3.5% | 32.075% | |
7/29/2024 | Financial Advocates Investment Management | 54,777 | $1.75M | 0.1% | +2.3% | 3.320% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,641 | $1.42M | 0.0% | -9.4% | 2.706% | |
4/29/2024 | Commonwealth Equity Services LLC | 548,441 | $17.32M | 0.0% | -9.1% | 33.239% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 49,248 | $1.56M | 0.0% | +8.7% | 2.985% | |
4/23/2024 | Lunt Capital Management Inc. | 25,848 | $816K | 0.4% | -29.4% | 1.567% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 45,324 | $1.34M | 0.0% | -3.9% | 2.590% | |
2/8/2024 | Financial Advocates Investment Management | 57,863 | $1.71M | 0.1% | -8.4% | 3.306% | |
2/6/2024 | Centric Wealth Management | 8,591 | $257K | 0.1% | -9.7% | 0.491% | |
2/5/2024 | Silver Oak Securities Incorporated | 28,403 | $842K | 0.1% | +250.4% | 1.623% | |
1/30/2024 | Lunt Capital Management Inc. | 36,602 | $1.09M | 0.6% | +8.5% | 2.092% | |
1/16/2024 | Raymond James & Associates | 20,373 | $604K | 0.0% | +1.8% | 1.164% | |
11/20/2023 | Silver Oak Securities Incorporated | 8,106 | $229K | 0.0% | -75.2% | 0.463% | |
11/13/2023 | LPL Financial LLC | 140,987 | $3.98M | 0.0% | +192.0% | 8.056% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 18,603 | $525K | 0.0% | N/A | 1.063% | |
11/8/2023 | Atria Wealth Solutions Inc. | 33,544 | $947K | 0.0% | -15.7% | 1.917% | |
10/27/2023 | Financial Advocates Investment Management | 63,144 | $1.78M | 0.1% | -10.9% | 3.608% | |
10/24/2023 | Stratos Wealth Partners LTD. | 10,495 | $296K | 0.0% | -4.5% | 0.600% | |
10/24/2023 | Raymond James & Associates | 20,016 | $565K | 0.0% | +3.5% | 1.144% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 47,172 | $1.33M | 0.0% | +1.4% | 2.696% | |
10/23/2023 | Commonwealth Equity Services LLC | 621,767 | $17.55M | 0.0% | -2.1% | 35.530% | |
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8/10/2023 | Commonwealth Equity Services LLC | 635,176 | $18.48M | 0.0% | -0.5% | 36.296% | |
8/8/2023 | Geneos Wealth Management Inc. | 1,205 | $35K | 0.0% | -95.9% | 0.069% | |
8/3/2023 | Atria Wealth Solutions Inc. | 39,786 | $1.16M | 0.0% | -10.2% | 2.273% | |
7/31/2023 | LPL Financial LLC | 48,278 | $1.40M | 0.0% | -20.9% | 2.759% | |
7/27/2023 | J.W. Cole Advisors Inc. | 7,195 | $209K | 0.0% | N/A | 0.400% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 46,531 | $1.35M | 0.0% | -5.8% | 2.585% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 49,412 | $1.36M | 0.0% | +1.1% | 2.601% | |
5/11/2023 | Financial Advocates Investment Management | 83,570 | $2.29M | 0.2% | -27.2% | 4.398% | |
5/11/2023 | Envestnet Asset Management Inc. | 24,862 | $682K | 0.0% | -5.8% | 1.309% | |
5/11/2023 | Commonwealth Equity Services LLC | 638,527 | $17.52M | 0.0% | -5.1% | 33.607% | |
5/5/2023 | Silver Oak Securities Incorporated | 32,396 | $889K | 0.1% | N/A | 1.705% | |
4/28/2023 | Avantax Advisory Services Inc. | 9,541 | $262K | 0.0% | -47.4% | 0.502% | |
4/27/2023 | Stratos Wealth Partners LTD. | 10,695 | $293K | 0.0% | -18.0% | 0.563% | |
4/25/2023 | Geneos Wealth Management Inc. | 29,365 | $806K | 0.0% | +1.3% | 1.546% | |
2/8/2023 | Orion Portfolio Solutions LLC | 23,266 | $607K | 0.0% | +3.5% | 1.163% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 48,885 | $1.28M | 0.0% | -6.1% | 2.444% | |
2/7/2023 | Commonwealth Equity Services LLC | 672,914 | $17.56M | 0.0% | -6.7% | 33.646% | |
2/7/2023 | LPL Financial LLC | 41,643 | $1.09M | 0.0% | -22.7% | 2.082% | |
1/4/2023 | Centric Wealth Management | 10,520 | $275K | 0.1% | -5.1% | 0.478% | |
11/15/2022 | Financial Advocates Investment Management | 118,427 | $3.14M | 0.3% | -2.0% | 5.383% | |
11/15/2022 | Commonwealth Equity Services LLC | 721,267 | $19.10M | 0.0% | -6.9% | 32.785% | |
11/9/2022 | Orion Portfolio Solutions LLC | 22,475 | $595K | 0.0% | -20.1% | 1.022% | |
11/2/2022 | Avantax Advisory Services Inc. | 22,775 | $603K | 0.0% | -21.2% | 1.035% | |
10/25/2022 | Raymond James & Associates | 19,334 | $512K | 0.0% | +62.6% | 0.879% | |
10/24/2022 | Stratos Wealth Partners LTD. | 13,031 | $345K | 0.0% | -21.6% | 0.592% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 52,057 | $1.38M | 0.0% | -3.9% | 2.366% | |
10/5/2022 | Centric Wealth Management | 11,082 | $293K | 0.1% | -20.4% | 0.504% | |
8/12/2022 | Financial Advocates Investment Management | 120,840 | $3.30M | 0.3% | +44.6% | 5.371% | |
8/11/2022 | Cetera Investment Advisers | 13,005 | $355K | 0.0% | +33.3% | 0.578% | |
8/11/2022 | Cetera Advisor Networks LLC | 20,673 | $564K | 0.0% | +5.8% | 0.919% | |
8/3/2022 | Envestnet Asset Management Inc. | 26,077 | $711K | 0.0% | -1.4% | 1.159% | |
8/2/2022 | Avantax Advisory Services Inc. | 28,914 | $788K | 0.0% | -8.3% | 1.285% | |
7/26/2022 | Key Financial Inc | 6,022 | $165K | 0.1% | N/A | 0.268% | |
7/22/2022 | Stratos Wealth Partners LTD. | 16,631 | $454K | 0.0% | -47.9% | 0.739% | |
7/19/2022 | J2 Capital Management Inc | 7,704 | $210K | 0.3% | -20.8% | 0.342% | |
7/19/2022 | Commonwealth Equity Services LLC | 775,000 | $21.13M | 0.1% | +0.1% | 34.444% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 54,175 | $1.48M | 0.0% | +46.9% | 2.408% | |
7/6/2022 | Centric Wealth Management | 13,915 | $379K | 0.1% | -15.4% | 0.618% | |
5/12/2022 | Cetera Advisor Networks LLC | 19,545 | $560K | 0.0% | -5.1% | 0.850% | |
5/12/2022 | HighTower Advisors LLC | 64,699 | $1.84M | 0.0% | N/A | 2.813% | |
5/11/2022 | Financial Advocates Investment Management | 83,596 | $2.39M | 0.2% | -21.0% | 3.635% | |
5/4/2022 | Commonwealth Equity Services LLC | 774,227 | $22.17M | 0.1% | +5.0% | 33.662% | |
5/4/2022 | Envestnet Asset Management Inc. | 26,457 | $757K | 0.0% | +174.1% | 1.150% | |
4/27/2022 | Avantax Advisory Services Inc. | 31,514 | $899K | 0.0% | -15.2% | 1.370% | |
4/26/2022 | Stratos Wealth Partners LTD. | 31,901 | $913K | 0.0% | +142.3% | 1.387% | |
2/14/2022 | LPL Financial LLC | 164,949 | $5.18M | 0.0% | +83.6% | 7.172% | |
2/9/2022 | Orion Portfolio Solutions LLC | 22,482 | $706K | 0.0% | N/A | 0.977% | |
2/9/2022 | Geneos Wealth Management Inc. | 31,813 | $998K | 0.0% | -11.9% | 1.383% | |
2/8/2022 | Bank of America Corp DE | 184,186 | $5.78M | 0.0% | -2.9% | 8.008% | |
2/4/2022 | Envestnet Asset Management Inc. | 9,654 | $303K | 0.0% | N/A | 0.420% | |
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2/3/2022 | Cambridge Investment Research Advisors Inc. | 32,823 | $1.03M | 0.0% | +5.1% | 1.427% | |
2/3/2022 | Advisor Group Holdings Inc. | 4,076 | $129K | 0.0% | -64.4% | 0.177% | |
1/31/2022 | Commonwealth Equity Services LLC | 737,607 | $23.15M | 0.1% | +13.4% | 32.070% | |
1/27/2022 | Centric Wealth Management | 16,320 | $512K | 0.2% | +61.7% | 0.725% | |
1/24/2022 | Avantax Advisory Services Inc. | 37,178 | $1.17M | 0.0% | +21.4% | 1.652% | |
1/21/2022 | J2 Capital Management Inc | 9,681 | $304K | 0.3% | N/A | 0.430% | |
11/16/2021 | Cetera Advisor Networks LLC | 21,383 | $645K | 0.0% | -2.4% | 1.018% | |
11/16/2021 | LPL Financial LLC | 89,823 | $2.71M | 0.0% | +23.2% | 4.277% | |
11/5/2021 | Advisor Group Holdings Inc. | 11,439 | $345K | 0.0% | -28.0% | 0.545% | |
11/4/2021 | Financial Advocates Investment Management | 88,689 | $2.68M | 0.2% | -2.8% | 4.223% | |