5/24/2024 | Cetera Advisors LLC | 75,067 | $1.63M | 0.0% | +36.7% | 0.904% | |
5/24/2024 | Cetera Investment Advisers | 78,289 | $1.70M | 0.0% | N/A | 0.943% | |
5/17/2024 | Comerica Bank | 24,632 | $534K | 0.0% | N/A | 0.297% | |
5/16/2024 | Jane Street Group LLC | 318,513 | $6.90M | 0.0% | +250.8% | 3.838% | |
5/16/2024 | Kraft Davis & Associates LLC | 27,992 | $602K | 0.2% | +6.1% | 0.337% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 29,110 | $631K | 0.0% | +4.3% | 0.351% | |
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5/6/2024 | Advisory Alpha LLC | 158,323 | $3.43M | 0.1% | +2.2% | 1.908% | |
4/26/2024 | MONECO Advisors LLC | 45,621 | $988K | 0.2% | -14.2% | 0.563% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 115,269 | $2.50M | 0.0% | +9.3% | 1.423% | |
4/22/2024 | Rovin Capital UT ADV | 25,357 | $549K | 0.2% | +92.4% | 0.313% | |
4/18/2024 | Ironwood Financial llc | 62,702 | $1.36M | 0.3% | +13.0% | 0.774% | |
4/15/2024 | Brookstone Capital Management | 31,734 | $687K | 0.0% | -12.8% | 0.397% | |
3/13/2024 | MONECO Advisors LLC | 53,151 | $1.15M | 0.2% | +4.5% | 0.830% | |
3/12/2024 | Rovin Capital UT ADV | 13,180 | $285K | 0.1% | N/A | 0.206% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 379,043 | $8.21M | 0.1% | +5.8% | 5.923% | |
2/8/2024 | FCA Corp TX | 16,125 | $349K | 0.1% | +42.0% | 0.252% | |
2/7/2024 | AlphaStar Capital Management LLC | 17,455 | $378K | 0.0% | N/A | 0.273% | |
2/7/2024 | Arlington Capital Management Inc. | 23,997 | $520K | 0.5% | +12.9% | 0.375% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 27,913 | $605K | 0.0% | -3.4% | 0.436% | |
2/6/2024 | Private Advisor Group LLC | 11,508 | $249K | 0.0% | -5.9% | 0.180% | |
2/6/2024 | TCG Advisory Services LLC | 174,435 | $3.78M | 0.3% | +530.4% | 2.726% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,512 | $33K | 0.0% | N/A | 0.024% | |
2/5/2024 | MONECO Advisors LLC | 52,691 | $1.14M | 0.2% | +4.5% | 0.823% | |
1/31/2024 | Kraft Davis & Associates LLC | 26,386 | $570K | 0.2% | N/A | 0.412% | |
1/31/2024 | SFE Investment Counsel | 204,353 | $4.43M | 1.2% | +29.3% | 3.193% | |
1/30/2024 | Capital Analysts LLC | 6,630 | $144K | 0.0% | +47.2% | 0.112% | |
1/23/2024 | Advisory Alpha LLC | 154,865 | $3.35M | 0.2% | N/A | 2.625% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 105,501 | $2.29M | 0.0% | +9.4% | 1.884% | |
1/16/2024 | Raymond James & Associates | 28,172 | $610K | 0.0% | N/A | 0.503% | |
1/11/2024 | Brookstone Capital Management | 36,382 | $788K | 0.0% | N/A | 0.674% | |
1/11/2024 | Banta Asset Management LP | 154,310 | $3.34M | 4.0% | -2.1% | 2.858% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 149,236 | $3.07M | 0.0% | +30.8% | 4.264% | |
11/13/2023 | Envestnet Asset Management Inc. | 169,519 | $3.49M | 0.0% | +48.7% | 4.843% | |
11/13/2023 | FCA Corp TX | 11,358 | $234K | 0.1% | N/A | 0.325% | |
11/6/2023 | MONECO Advisors LLC | 50,410 | $1.04M | 0.3% | +10.2% | 1.440% | |
10/26/2023 | Banta Asset Management LP | 157,610 | $3.25M | 4.0% | +27.7% | 4.503% | |
10/25/2023 | Arlington Capital Management Inc. | 21,258 | $438K | 0.5% | +36.4% | 0.607% | |
10/25/2023 | SFE Investment Counsel | 158,004 | $3.25M | 0.9% | +41.2% | 4.514% | |
10/25/2023 | Ironwood Wealth Management LLC. | 51,626 | $1.06M | 0.4% | +21.3% | 1.475% | |
10/25/2023 | Segment Wealth Management LLC | 12,660 | $261K | 0.0% | N/A | 0.362% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 96,418 | $1.99M | 0.0% | +4.7% | 2.755% | |
10/12/2023 | Horizons Wealth Management | 2,212 | $46K | 0.0% | N/A | 0.063% | |
8/24/2023 | Arlington Capital Management Inc. | 15,588 | $327K | 0.3% | N/A | 0.538% | |
8/10/2023 | Private Advisor Group LLC | 12,229 | $257K | 0.0% | N/A | 0.422% | |
8/10/2023 | Cetera Advisors LLC | 14,156 | $297K | 0.0% | N/A | 0.488% | |
8/4/2023 | Envestnet Asset Management Inc. | 113,997 | $2.39M | 0.0% | N/A | 3.931% | |
8/4/2023 | Carnegie Capital Asset Management LLC | 18,555 | $390K | 0.0% | +6.5% | 0.640% | |
8/3/2023 | MONECO Advisors LLC | 45,749 | $960K | 0.3% | +124.9% | 1.634% | |
7/31/2023 | LPL Financial LLC | 106,559 | $2.24M | 0.0% | +181.2% | 3.806% | |
7/31/2023 | Banta Asset Management LP | 123,450 | $2.59M | 3.0% | +508.1% | 4.409% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 92,107 | $1.93M | 0.0% | +6.4% | 3.411% | |
7/24/2023 | SFE Investment Counsel | 111,877 | $2.35M | 0.7% | +28.4% | 4.144% | |
7/20/2023 | Global Retirement Partners LLC | 1,637 | $34K | 0.0% | -25.6% | 0.061% | |
7/20/2023 | Ironwood Wealth Management LLC. | 42,546 | $893K | 0.3% | -1.4% | 1.467% | |
7/18/2023 | Allworth Financial LP | 1,195 | $25K | 0.0% | N/A | 0.046% | |
5/12/2023 | MONECO Advisors LLC | 20,344 | $429K | 0.1% | +13.2% | 0.969% | |
5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 28,097 | $593K | 0.0% | +37.2% | 1.338% | |
5/9/2023 | SFE Investment Counsel | 87,157 | $1.83M | 0.6% | +89.0% | 4.150% | |
5/8/2023 | Global Retirement Partners LLC | 2,200 | $46K | 0.0% | N/A | 0.105% | |
5/5/2023 | Capital Analysts LLC | 2,379 | $50K | 0.0% | N/A | 0.113% | |
5/4/2023 | Denver Wealth Management Inc. | 62,907 | $1.33M | 0.9% | N/A | 2.996% | |
4/24/2023 | TCG Advisory Services LLC | 21,470 | $453K | 0.1% | N/A | 1.022% | |
4/19/2023 | Carmel Capital Partners LLC | 43,057 | $909K | 0.5% | +44.3% | 2.050% | |
4/14/2023 | Ironwood Wealth Management LLC. | 43,136 | $911K | 0.4% | +22.1% | 2.054% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 86,600 | $1.83M | 0.0% | N/A | 4.558% | |
2/10/2023 | SFE Investment Counsel | 46,107 | $989K | 0.3% | N/A | 3.074% | |
2/8/2023 | 4Thought Financial Group Inc. | 14,643 | $303K | 0.3% | +3.4% | 0.976% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 20,479 | $424K | 0.0% | N/A | 1.365% | |
2/7/2023 | LPL Financial LLC | 49,226 | $1.02M | 0.0% | -3.6% | 3.282% | |
1/30/2023 | MONECO Advisors LLC | 17,967 | $372K | 0.1% | -7.5% | 1.198% | |
1/24/2023 | Carnegie Capital Asset Management LLC | 17,002 | $352K | 0.0% | +15.2% | 1.133% | |
1/20/2023 | Straight Path Wealth Management | 13,231 | $274K | 0.3% | -48.2% | 0.882% | |
1/18/2023 | Banta Asset Management LP | 20,300 | $420K | 0.6% | +21.9% | 1.353% | |
1/17/2023 | Carmel Capital Partners LLC | 29,842 | $617K | 0.4% | +148.4% | 1.989% | |
11/15/2022 | Flow Traders U.S. LLC | 18,769 | $377K | 0.0% | N/A | 1.564% | |
11/2/2022 | MONECO Advisors LLC | 19,420 | $390K | 0.2% | N/A | 1.618% | |
10/21/2022 | Straight Path Wealth Management | 25,525 | $513K | 0.5% | +17.1% | 2.127% | |
10/14/2022 | Carmel Capital Partners LLC | 12,012 | $241K | 0.2% | N/A | 1.001% | |
10/14/2022 | Carnegie Capital Asset Management LLC | 14,763 | $297K | 0.0% | N/A | 1.230% | |
10/13/2022 | SJS Investment Consulting Inc. | 1,365 | $27K | 0.0% | N/A | 0.114% | |
7/25/2022 | Bradley & Co. Private Wealth Management LLC | 2,190 | $46K | 0.1% | N/A | 0.168% | |
7/19/2022 | Straight Path Wealth Management | 21,795 | $455K | 0.4% | +31.5% | 1.677% | |
7/19/2022 | 4Thought Financial Group Inc. | 14,247 | $298K | 0.3% | -7.1% | 1.096% | |
5/10/2022 | Wrapmanager Inc. | 23,310 | $553K | 0.1% | -4.6% | 2.331% | |
4/29/2022 | Straight Path Wealth Management | 16,580 | $393K | 0.3% | +12.9% | 1.658% | |
2/16/2022 | Flow Traders U.S. LLC | 74,721 | $1.89M | 0.1% | +164.4% | 10.674% | |
2/10/2022 | Regal Investment Advisors LLC | 11,750 | $298K | 0.0% | +27.7% | 1.679% | |
2/7/2022 | Wrapmanager Inc. | 24,435 | $619K | 0.2% | +5.0% | 3.491% | |
2/3/2022 | Advisor Group Holdings Inc. | 11,699 | $296K | 0.0% | +28.2% | 1.671% | |
1/26/2022 | Straight Path Wealth Management | 14,692 | $372K | 0.3% | N/A | 2.099% | |
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1/26/2022 | 4Thought Financial Group Inc. | 15,319 | $388K | 0.3% | +13.9% | 2.188% | |
1/19/2022 | Banta Asset Management LP | 8,100 | $205K | 0.2% | N/A | 1.157% | |
11/15/2021 | Flow Traders U.S. LLC | 28,265 | $721K | 0.0% | -48.4% | 4.711% | |
11/5/2021 | Regal Investment Advisors LLC | 9,200 | $235K | 0.0% | N/A | 1.533% | |
11/5/2021 | Advisor Group Holdings Inc. | 9,125 | $232K | 0.0% | +35.1% | 1.521% | |
11/2/2021 | 4Thought Financial Group Inc. | 13,455 | $343K | 0.3% | +8.5% | 2.243% | |
8/24/2021 | Flow Traders U.S. LLC | 54,741 | $1.40M | 0.1% | +398.1% | 10.948% | |
8/17/2021 | Citadel Advisors LLC | 102,948 | $2.63M | 0.0% | -5.5% | 20.590% | |
8/2/2021 | Advisor Group Holdings Inc. | 6,756 | $173K | 0.0% | +29.4% | 1.351% | |
7/31/2021 | 4Thought Financial Group Inc. | 12,399 | $317K | 0.3% | +11.1% | 2.480% | |