8/8/2025 | Rockefeller Capital Management L.P. | 48,976 | $779K | 0.0% | N/A | 0.233% | |
8/8/2025 | Cetera Investment Advisers | 325,178 | $5.17M | 0.0% | +273.1% | 1.548% | |
8/8/2025 | Meridian Wealth Management LLC | 211,429 | $3.36M | 0.1% | N/A | 1.007% | |
8/8/2025 | Advyzon Investment Management LLC | 48,263 | $768K | 0.2% | +10.7% | 0.230% | |
8/7/2025 | Fountainhead AM LLC | 22,957 | $365K | 0.1% | -7.3% | 0.109% | |
8/6/2025 | Golden State Wealth Management LLC | 142,041 | $2.26M | 0.3% | +40.5% | 0.676% | |
8/5/2025 | Optivise Advisory Services LLC | 11,470 | $182K | 0.1% | N/A | 0.055% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 28,395 | $452K | 0.3% | N/A | 0.135% | |
8/4/2025 | Daymark Wealth Partners LLC | 47,418 | $754K | 0.0% | N/A | 0.226% | |
8/1/2025 | Capital Investment Counsel LLC | 509,699 | $8.11M | 1.3% | N/A | 2.427% | |
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8/1/2025 | First National Trust Co | 265,782 | $4.23M | 0.2% | +2.3% | 1.266% | |
8/1/2025 | Envestnet Asset Management Inc. | 64,563 | $1.03M | 0.0% | N/A | 0.307% | |
7/30/2025 | Meadow Creek Wealth Advisors LLC | 19,972 | $318K | 0.2% | +58.7% | 0.095% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 758,360 | $12.07M | 2.7% | N/A | 3.611% | |
7/29/2025 | Koshinski Asset Management Inc. | 30,384 | $483K | 0.0% | +22.2% | 0.145% | |
7/28/2025 | Mutual Advisors LLC | 296,621 | $4.68M | 0.1% | N/A | 1.412% | |
7/28/2025 | Harbour Investments Inc. | 181,037 | $2.88M | 0.1% | +56.4% | 0.862% | |
7/28/2025 | Axxcess Wealth Management LLC | 412,651 | $6.57M | 0.2% | N/A | 1.965% | |
7/25/2025 | Commonwealth Financial Services LLC | 436,518 | $6.95M | 1.3% | N/A | 2.079% | |
7/25/2025 | CWM LLC | 1,171,911 | $18.65M | 0.1% | +6.2% | 5.581% | |
7/25/2025 | Concurrent Investment Advisors LLC | 78,671 | $1.25M | 0.0% | N/A | 0.375% | |
7/25/2025 | Apollon Wealth Management LLC | 52,742 | $839K | 0.0% | N/A | 0.251% | |
7/23/2025 | WESPAC Advisors LLC | 10,010 | $159K | 0.1% | N/A | 0.048% | |
7/22/2025 | Woodmont Investment Counsel LLC | 140,804 | $2.24M | 0.1% | N/A | 0.670% | |
7/21/2025 | Barrett & Company Inc. | 23,300 | $371K | 0.1% | N/A | 0.111% | |
7/18/2025 | Philip James Wealth Mangement LLC | 354,512 | $5.64M | 0.7% | +2.5% | 1.688% | |
7/17/2025 | Janney Montgomery Scott LLC | 289,006 | $4.60M | 0.0% | +29.4% | 1.389% | |
7/16/2025 | Beaumont Financial Advisors LLC | 797,749 | $12.69M | 0.9% | N/A | 3.835% | |
7/14/2025 | Golden State Equity Partners | 136,110 | $2.17M | 0.4% | +71.2% | 0.666% | |
7/11/2025 | Farther Finance Advisors LLC | 6,291 | $100K | 0.0% | +180.5% | 0.031% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 296,866 | $4.72M | 0.1% | N/A | 1.481% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 10,057 | $160K | 0.0% | N/A | 0.050% | |
7/9/2025 | Triumph Capital Management | 67,500 | $1.07M | 0.3% | N/A | 0.337% | |
7/8/2025 | NBC Securities Inc. | 175,605 | $2.79M | 0.2% | +13,948.4% | 0.876% | |
7/2/2025 | HBW Advisory Services LLC | 26,866 | $427K | 0.1% | N/A | 0.146% | |
6/27/2025 | Goldman Sachs Group Inc. | 38,127 | $539K | 0.0% | N/A | 0.247% | |
5/19/2025 | Jane Street Group LLC | 200,565 | $2.84M | 0.0% | +959.6% | 0.000% | |
5/16/2025 | Coppell Advisory Solutions LLC | 17,613 | $258K | 0.0% | N/A | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 38,127 | $539K | 0.0% | N/A | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 191,852 | $2.71M | 0.0% | N/A | 0.000% | |
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5/13/2025 | HighTower Advisors LLC | 323,847 | $4.58M | 0.0% | N/A | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 21,327 | $302K | 0.0% | +47.9% | 0.000% | |
5/9/2025 | Advyzon Investment Management LLC | 43,615 | $617K | 0.2% | -2.9% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 115,745 | $1.64M | 0.0% | N/A | 0.000% | |
5/8/2025 | First National Trust Co | 259,778 | $3.67M | 0.1% | +34.0% | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,577,487 | $22.31M | 0.0% | +2,187.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 87,161 | $1.23M | 0.0% | N/A | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,010 | $184K | 0.0% | N/A | 0.000% | |
5/6/2025 | Advisor OS LLC | 23,981 | $339K | 0.0% | +33.1% | 0.000% | |
5/5/2025 | Millstone Evans Group LLC | 1,985 | $28K | 0.0% | N/A | 0.000% | |
5/5/2025 | Fountainhead AM LLC | 24,774 | $350K | 0.1% | -15.8% | 0.000% | |
5/1/2025 | CWM LLC | 1,103,825 | $15.61M | 0.1% | N/A | 0.000% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 14,000 | $198K | 0.1% | N/A | 0.000% | |
4/28/2025 | Meadow Creek Wealth Advisors LLC | 12,582 | $178K | 0.1% | N/A | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 24,858 | $351K | 0.0% | +38.0% | 0.000% | |
4/24/2025 | Golden State Wealth Management LLC | 101,096 | $1.43M | 0.2% | -19.7% | 0.000% | |
4/24/2025 | Philip James Wealth Mangement LLC | 345,950 | $4.89M | 0.6% | +8.2% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 162,591 | $2.30M | 0.2% | +29.2% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 79,510 | $1.12M | 0.2% | -35.6% | 0.000% | |
4/21/2025 | Clear Point Advisors Inc. | 12,339 | $174K | 0.2% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 223,354 | $3.16M | 0.0% | +15.8% | 0.000% | |
4/15/2025 | Parsons Capital Management Inc. RI | 31,205 | $441K | 0.0% | N/A | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 2,243 | $32K | 0.0% | N/A | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 39,618 | $521K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 21,594 | $284K | 0.0% | N/A | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 14,421 | $190K | 0.0% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 18,928 | $249K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 68,970 | $908K | 0.0% | N/A | 0.000% | |
2/10/2025 | First National Trust Co | 193,798 | $2.55M | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,645 | $166K | 0.0% | N/A | 0.000% | |
2/5/2025 | SRS Capital Advisors Inc. | 609,775 | $8.03M | 0.5% | N/A | 0.000% | |
2/5/2025 | Advisor OS LLC | 18,011 | $237K | 0.0% | N/A | 0.000% | |
2/3/2025 | Advyzon Investment Management LLC | 44,915 | $591K | 0.2% | N/A | 0.000% | |
1/31/2025 | Philip James Wealth Mangement LLC | 319,871 | $4.21M | 0.5% | N/A | 0.000% | |
1/28/2025 | Golden State Wealth Management LLC | 125,844 | $1.66M | 0.2% | N/A | 0.000% | |
1/24/2025 | Golden State Equity Partners | 123,449 | $1.63M | 0.3% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 192,853 | $2.54M | 0.0% | N/A | 0.000% | |