9/4/2025 | Osaic Holdings Inc. | 4,000 | $193K | 0.0% | -72.2% | 0.308% | |
8/15/2025 | Bank of America Corp DE | 9,573 | $462K | 0.0% | +208.2% | 0.736% | |
8/14/2025 | Raymond James Financial Inc. | 52,433 | $2.53M | 0.0% | N/A | 4.033% | |
8/12/2025 | CreativeOne Wealth LLC | 405,076 | $19.54M | 0.5% | +14.4% | 31.160% | |
8/12/2025 | Franklin Resources Inc. | 15,711 | $758K | 0.0% | -12.3% | 1.209% | |
8/12/2025 | JPMorgan Chase & Co. | 18,117 | $874K | 0.0% | -6.9% | 1.394% | |
8/8/2025 | Cetera Investment Advisers | 26,645 | $1.29M | 0.0% | +5.6% | 2.050% | |
8/4/2025 | Atria Investments Inc | 8,978 | $433K | 0.0% | +24.7% | 0.691% | |
8/4/2025 | Arkadios Wealth Advisors | 52,732 | $2.54M | 0.1% | -24.4% | 4.056% | |
7/28/2025 | Harbour Investments Inc. | 1,178 | $57K | 0.0% | -95.1% | 0.091% | |
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7/25/2025 | Total Clarity Wealth Management Inc. | 6,613 | $319K | 0.1% | +8.2% | 0.509% | |
7/18/2025 | Truist Financial Corp | 4,170 | $201K | 0.0% | N/A | 0.321% | |
7/17/2025 | Prepared Retirement Institute LLC | 15,360 | $741K | 0.4% | +137.7% | 1.182% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,436 | $238K | 0.0% | N/A | 0.435% | |
5/14/2025 | CreativeOne Wealth LLC | 354,027 | $15.48M | 0.5% | +28.1% | 28.322% | |
5/8/2025 | Harbour Investments Inc. | 24,258 | $1.06M | 0.0% | +150.2% | 2.109% | |
5/8/2025 | Arkadios Wealth Advisors | 69,781 | $3.05M | 0.1% | +1.1% | 6.068% | |
5/7/2025 | LPL Financial LLC | 126,984 | $5.55M | 0.0% | +48.7% | 11.042% | |
5/6/2025 | Avantax Advisory Services Inc. | 9,945 | $435K | 0.0% | N/A | 0.865% | |
5/2/2025 | Prepared Retirement Institute LLC | 6,462 | $283K | 0.2% | N/A | 0.562% | |
4/29/2025 | Bank of New York Mellon Corp | 14,733 | $644K | 0.0% | +3.3% | 1.281% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,720 | $206K | 0.0% | -15.6% | 0.410% | |
4/17/2025 | Janney Montgomery Scott LLC | 5,011 | $219K | 0.0% | -7.9% | 0.436% | |
2/17/2025 | Citadel Advisors LLC | 25,889 | $1.18M | 0.0% | N/A | 1.726% | |
2/14/2025 | Susquehanna International Group LLP | 49,379 | $2.24M | 0.0% | +56.8% | 3.292% | |
2/13/2025 | CreativeOne Wealth LLC | 276,422 | $12.55M | 0.4% | +38.2% | 18.428% | |
2/13/2025 | Envestnet Asset Management Inc. | 7,919 | $360K | 0.0% | -3.4% | 0.528% | |
2/12/2025 | Franklin Resources Inc. | 16,906 | $768K | 0.0% | +6.7% | 1.127% | |
2/12/2025 | JPMorgan Chase & Co. | 16,463 | $747K | 0.0% | +14.1% | 1.098% | |
2/11/2025 | LPL Financial LLC | 85,368 | $3.88M | 0.0% | +1.3% | 5.691% | |
2/10/2025 | Harbour Investments Inc. | 9,695 | $440K | 0.0% | +20.7% | 0.646% | |
2/7/2025 | Independent Advisor Alliance | 18,498 | $840K | 0.0% | N/A | 1.233% | |
2/4/2025 | Bank of New York Mellon Corp | 14,267 | $648K | 0.0% | -13.2% | 0.951% | |
1/31/2025 | Sanctuary Advisors LLC | 37,532 | $1.76M | 0.0% | -1.7% | 2.502% | |
1/27/2025 | Stratos Wealth Partners LTD. | 4,810 | $218K | 0.0% | -4.5% | 0.321% | |
1/24/2025 | Total Clarity Wealth Management Inc. | 6,111 | $277K | 0.1% | +12.2% | 0.407% | |
1/16/2025 | Koshinski Asset Management Inc. | 5,140 | $233K | 0.0% | -7.3% | 0.343% | |
1/15/2025 | Arkadios Wealth Advisors | 69,019 | $3.13M | 0.2% | N/A | 4.601% | |
12/26/2024 | JPMorgan Chase & Co. | 14,425 | $644K | 0.0% | +13.7% | 0.962% | |
11/27/2024 | Franklin Resources Inc. | 15,844 | $722K | 0.0% | -97.4% | 1.056% | |
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11/25/2024 | Sanctuary Advisors LLC | 38,197 | $1.77M | 0.0% | +22.5% | 2.546% | |
11/15/2024 | Jane Street Group LLC | 5,089 | $227K | 0.0% | -8.3% | 0.339% | |
11/14/2024 | CreativeOne Wealth LLC | 200,075 | $8.93M | 0.3% | +122.3% | 13.338% | |
11/5/2024 | Harbour Investments Inc. | 8,033 | $359K | 0.0% | +58.1% | 0.536% | |
10/10/2024 | Koshinski Asset Management Inc. | 5,545 | $247K | 0.0% | -6.7% | 0.370% | |
8/22/2024 | Cetera Investment Advisers | 26,877 | $1.13M | 0.0% | -40.7% | 1.792% | |
7/26/2024 | Harbour Investments Inc. | 5,080 | $214K | 0.0% | +181.0% | 0.339% | |
7/26/2024 | Bank of New York Mellon Corp | 13,996 | $590K | 0.0% | -4.5% | 0.933% | |
5/24/2024 | Cetera Advisors LLC | 26,656 | $1.08M | 0.0% | N/A | 1.777% | |
5/24/2024 | Cetera Investment Advisers | 45,345 | $1.83M | 0.0% | +13.3% | 3.023% | |
5/14/2024 | CreativeOne Wealth LLC | 57,198 | $2.31M | 0.1% | N/A | 3.813% | |
2/9/2024 | Franklin Resources Inc. | 1,023,540 | $37.80M | 0.0% | +4,444.0% | 157.468% | |
1/29/2024 | Koshinski Asset Management Inc. | 9,010 | $333K | 0.1% | +47.8% | 1.386% | |
1/24/2024 | Stratos Wealth Partners LTD. | 5,785 | $214K | 0.0% | -4.9% | 0.890% | |
10/24/2023 | Bank of New York Mellon Corp | 12,872 | $426K | 0.0% | -24.6% | 1.980% | |
10/24/2023 | Stratos Wealth Partners LTD. | 6,085 | $201K | 0.0% | -8.3% | 0.936% | |
10/18/2023 | Koshinski Asset Management Inc. | 6,095 | $202K | 0.0% | -8.8% | 0.938% | |
8/4/2023 | Envestnet Asset Management Inc. | 40,934 | $1.41M | 0.0% | +4.0% | 6.298% | |
7/31/2023 | LPL Financial LLC | 43,893 | $1.51M | 0.0% | +28.4% | 5.852% | |
7/28/2023 | Koshinski Asset Management Inc. | 6,686 | $230K | 0.0% | -24.9% | 0.891% | |
7/18/2023 | Stratos Wealth Partners LTD. | 6,635 | $229K | 0.0% | +5.6% | 0.885% | |
4/27/2023 | Stratos Wealth Partners LTD. | 6,285 | $203K | 0.0% | N/A | 0.838% | |
4/12/2023 | Koshinski Asset Management Inc. | 8,901 | $287K | 0.0% | N/A | 1.047% | |
3/6/2023 | OLD Mission Capital LLC | 3,640 | $110K | 0.0% | N/A | 0.428% | |
2/10/2023 | Franklin Resources Inc. | 27,732 | $835K | 0.0% | N/A | 3.263% | |
2/10/2023 | Advisor Group Holdings Inc. | 68,859 | $2.07M | 0.0% | N/A | 8.101% | |