5/1/2025 | Country Club Bank | 15,435 | $2.97M | 0.2% | -0.8% | 0.359% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 146 | $28K | 0.0% | N/A | 0.003% | |
4/30/2025 | Geneva Partners LLC | 8,124 | $1.56M | 0.8% | -1.7% | 0.189% | |
4/30/2025 | Alpha Cubed Investments LLC | 1,214 | $233K | 0.0% | +9.0% | 0.028% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,084 | $1.74M | 0.0% | -1.9% | 0.211% | |
4/29/2025 | Aurora Private Wealth Inc. | 3,594 | $689K | 0.2% | N/A | 0.084% | |
4/28/2025 | Mutual Advisors LLC | 7,539 | $1.47M | 0.0% | +20.9% | 0.175% | |
4/25/2025 | Koshinski Asset Management Inc. | 7,411 | $1.42M | 0.1% | -2.9% | 0.172% | |
4/25/2025 | Goodman Advisory Group LLC | 83,656 | $16.05M | 7.4% | N/A | 1.945% | |
4/24/2025 | Cavalier Investments LLC | 13,248 | $2.54M | 0.9% | N/A | 0.308% | |
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4/24/2025 | Kraft Davis & Associates LLC | 3,164 | $564K | 0.2% | -66.1% | 0.074% | |
4/23/2025 | SFG Wealth Management LLC. | 11,295 | $2.17M | 1.1% | -14.3% | 0.263% | |
4/23/2025 | Western Wealth Management LLC | 1,057 | $203K | 0.0% | N/A | 0.025% | |
4/23/2025 | Aurora Private Wealth Inc. | 170,553 | $32.71M | 0.9% | N/A | 3.966% | |
4/23/2025 | Sheets Smith Wealth Management | 1,760 | $338K | 0.0% | +4.6% | 0.041% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,527 | $2.60M | 0.0% | -11.6% | 0.315% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,336 | $256K | 0.0% | -11.5% | 0.031% | |
4/17/2025 | Janney Montgomery Scott LLC | 2,579 | $495K | 0.0% | +3.3% | 0.060% | |
4/17/2025 | Pinion Investment Advisors LLC | 26,746 | $5.13M | 1.1% | +102.7% | 0.622% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,473 | $283K | 0.0% | +20.1% | 0.034% | |
4/16/2025 | Private Wealth Group LLC | 2,437 | $467K | 0.3% | N/A | 0.057% | |
4/15/2025 | Parsons Capital Management Inc. RI | 15,470 | $2.97M | 0.2% | -10.4% | 0.360% | |
4/14/2025 | IMC Chicago LLC | 14,519 | $2.79M | 0.0% | N/A | 0.338% | |
4/14/2025 | Park Avenue Securities LLC | 3,889 | $746K | 0.0% | -1.9% | 0.090% | |
4/8/2025 | LVM Capital Management Ltd. MI | 1,158 | $222K | 0.0% | N/A | 0.027% | |
4/7/2025 | GoalVest Advisory LLC | 27,287 | $5.23M | 1.4% | +1.9% | 0.635% | |
4/7/2025 | GAMMA Investing LLC | 422,941 | $81.12M | 0.0% | +19,081.0% | 9.836% | |
4/2/2025 | Global Wealth Strategies & Associates | 2,000 | $384K | 0.1% | +400.0% | 0.047% | |
3/24/2025 | Mascagni Wealth Management Inc. | 461 | $93K | 0.1% | N/A | 0.011% | |
2/17/2025 | Quadcap Wealth Management LLC | 4,023 | $812K | 0.1% | -10.8% | 0.092% | |
2/17/2025 | EP Wealth Advisors LLC | 5,379 | $1.09M | 0.0% | N/A | 0.123% | |
2/17/2025 | CoreCap Advisors LLC | 202 | $41K | 0.0% | -44.0% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 5,103 | $1.03M | 0.0% | -36.6% | 0.117% | |
2/17/2025 | Bank of America Corp DE | 50,496 | $10.19M | 0.0% | +1.4% | 1.158% | |
2/17/2025 | BNP Paribas Financial Markets | 10,000 | $2.02M | 0.0% | N/A | 0.229% | |
2/17/2025 | Ameriprise Financial Inc. | 40,250 | $8.12M | 0.0% | +0.9% | 0.923% | |
2/14/2025 | Pennington Partners & CO. LLC | 1,185 | $239K | 0.1% | N/A | 0.027% | |
2/14/2025 | Jane Street Group LLC | 1,439 | $290K | 0.0% | N/A | 0.033% | |
2/14/2025 | Comerica Bank | 256 | $52K | 0.0% | -43.9% | 0.006% | |
2/14/2025 | Susquehanna International Group LLP | 8,736 | $1.76M | 0.0% | +53.3% | 0.200% | |
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2/14/2025 | IHT Wealth Management LLC | 4,194 | $847K | 0.0% | +16.0% | 0.096% | |
2/14/2025 | Stifel Financial Corp | 1,137 | $230K | 0.0% | -6.1% | 0.026% | |
2/14/2025 | GeoWealth Management LLC | 799 | $161K | 0.0% | +17.8% | 0.018% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 247 | $54K | 0.0% | N/A | 0.006% | |
2/13/2025 | Madden Advisory Services Inc. | 1,259 | $254K | 0.1% | -3.8% | 0.029% | |
2/13/2025 | Keystone Financial Group | 2,015 | $407K | 0.0% | N/A | 0.046% | |
2/13/2025 | Kraft Davis & Associates LLC | 9,329 | $2.03M | 0.6% | +71.7% | 0.214% | |
2/13/2025 | Raymond James Financial Inc. | 7,620 | $1.54M | 0.0% | N/A | 0.175% | |
2/13/2025 | Advisory Services Network LLC | 1,723 | $348K | 0.0% | +58.4% | 0.040% | |
2/13/2025 | Bank of Nova Scotia | 11,686 | $2.36M | 0.0% | -20.2% | 0.268% | |
2/13/2025 | Bank of Montreal Can | 188 | $38K | 0.0% | -39.4% | 0.004% | |
2/13/2025 | Cerity Partners LLC | 6,085 | $1.23M | 0.0% | N/A | 0.140% | |
2/13/2025 | Peapack Gladstone Financial Corp | 6,892 | $1.39M | 0.0% | -10.1% | 0.158% | |
2/13/2025 | Envestnet Asset Management Inc. | 9,257 | $1.87M | 0.0% | -45.5% | 0.212% | |
2/13/2025 | Wells Fargo & Company MN | 120,360 | $24.29M | 0.0% | +2.5% | 2.761% | |
2/12/2025 | Private Portfolio Partners LLC | 1,586 | $320K | 0.1% | +26.1% | 0.036% | |
2/12/2025 | OLD Mission Capital LLC | 3,499 | $706K | 0.0% | -22.9% | 0.080% | |
2/12/2025 | JPMorgan Chase & Co. | 1,795 | $362K | 0.0% | +28.7% | 0.041% | |
2/11/2025 | LPL Financial LLC | 188,857 | $38.12M | 0.0% | +33.7% | 4.332% | |
2/10/2025 | Axxcess Wealth Management LLC | 3,725 | $752K | 0.0% | +5.7% | 0.085% | |
2/10/2025 | Harbour Investments Inc. | 172 | $35K | 0.0% | +138.9% | 0.004% | |
2/10/2025 | Corient Private Wealth LLC | 1,566 | $316K | 0.0% | -23.6% | 0.036% | |
2/10/2025 | Commonwealth Equity Services LLC | 4,585 | $925K | 0.0% | -2.9% | 0.105% | |
2/7/2025 | HighTower Advisors LLC | 12,788 | $2.58M | 0.0% | -1.0% | 0.293% | |
2/7/2025 | Independent Advisor Alliance | 4,654 | $939K | 0.0% | N/A | 0.107% | |
2/6/2025 | Raymond James Financial Inc. | 7,620 | $1.54M | 0.0% | N/A | 0.175% | |
2/6/2025 | Pinion Investment Advisors LLC | 13,192 | $2.66M | 1.1% | +3.1% | 0.303% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,602 | $323K | 0.0% | -3.0% | 0.037% | |
2/6/2025 | Jones Financial Companies Lllp | 949 | $191K | 0.0% | +21.7% | 0.022% | |
2/3/2025 | Private Advisor Group LLC | 24,628 | $4.97M | 0.0% | -13.2% | 0.565% | |
1/31/2025 | Citizens & Northern Corp | 1,485 | $300K | 0.1% | N/A | 0.034% | |
1/31/2025 | Truist Financial Corp | 2,698 | $544K | 0.0% | -2.0% | 0.062% | |
1/30/2025 | Constant Guidance Financial LLC | 7,336 | $1.48M | 1.3% | N/A | 0.168% | |
1/29/2025 | Savant Capital LLC | 2,483 | $501K | 0.0% | -35.7% | 0.057% | |
1/28/2025 | Activest Wealth Management | 602 | $121K | 0.0% | N/A | 0.014% | |
1/28/2025 | 17 Capital Partners LLC | 2,735 | $552K | 0.3% | +8.1% | 0.063% | |
1/27/2025 | VAUGHAN & Co SECURITIES INC. | 1,000 | $202K | 0.1% | N/A | 0.023% | |
1/27/2025 | Syntegra Private Wealth Group LLC | 1,116 | $225K | 0.0% | -6.2% | 0.026% | |
1/27/2025 | Country Club Bank | 15,561 | $3.17M | 0.2% | -3.7% | 0.357% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 3,872 | $781K | 0.3% | -2.3% | 0.089% | |
1/22/2025 | Parsons Capital Management Inc. RI | 17,270 | $3.49M | 0.2% | -3.4% | 0.396% | |
1/17/2025 | Avior Wealth Management LLC | 440 | $89K | 0.0% | N/A | 0.010% | |
1/17/2025 | GoalVest Advisory LLC | 26,786 | $5.41M | 1.5% | +2.0% | 0.614% | |
1/17/2025 | Alpha Cubed Investments LLC | 1,114 | $225K | 0.0% | -11.9% | 0.026% | |
1/16/2025 | Koshinski Asset Management Inc. | 7,632 | $1.54M | 0.0% | -5.9% | 0.175% | |
1/16/2025 | SFG Wealth Management LLC. | 13,175 | $2.66M | 1.4% | +3.7% | 0.302% | |
1/16/2025 | Client 1ST Advisory Group LLC | 1,109 | $224K | 0.1% | N/A | 0.025% | |
1/15/2025 | Arkadios Wealth Advisors | 2,837 | $573K | 0.0% | +4.0% | 0.065% | |
1/10/2025 | Fortitude Family Office LLC | 1,000 | $202K | 0.1% | N/A | 0.023% | |
1/2/2025 | Global Wealth Strategies & Associates | 400 | $81K | 0.0% | N/A | 0.009% | |
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12/26/2024 | JPMorgan Chase & Co. | 1,395 | $276K | 0.0% | +13.9% | 0.032% | |
11/26/2024 | Peapack Gladstone Financial Corp | 7,667 | $1.52M | 0.0% | -7.0% | 0.176% | |
11/15/2024 | Goodman Advisory Group LLC | 4,093 | $809K | 0.2% | -5.8% | 0.094% | |
11/15/2024 | MML Investors Services LLC | 2,631 | $520K | 0.0% | -11.7% | 0.060% | |
11/15/2024 | IHT Wealth Management LLC | 3,614 | $714K | 0.0% | +2.7% | 0.083% | |
11/15/2024 | HighTower Advisors LLC | 12,922 | $2.55M | 0.0% | -1.1% | 0.296% | |
11/14/2024 | Captrust Financial Advisors | 4,958 | $979K | 0.0% | +1.7% | 0.114% | |
11/13/2024 | FMR LLC | 1,283 | $253K | 0.0% | +15.2% | 0.029% | |
11/13/2024 | Gentry Private Wealth LLC | 9,525 | $1.88M | 1.5% | +6.7% | 0.218% | |
11/12/2024 | Great Valley Advisor Group Inc. | 2,569 | $507K | 0.0% | +16.7% | 0.059% | |