2/28/2025 | Park Square Financial Group LLC | 3,044 | $56K | 0.0% | N/A | 0.119% | |
2/17/2025 | Cetera Investment Advisers | 48,315 | $887K | 0.0% | +11.0% | 4.201% | |
2/14/2025 | Integrated Wealth Concepts LLC | 15,316 | $281K | 0.0% | +6.9% | 1.332% | |
2/13/2025 | Advisory Services Network LLC | 38,137 | $700K | 0.0% | +52.4% | 3.316% | |
2/13/2025 | Envestnet Asset Management Inc. | 62,416 | $1.15M | 0.0% | +4.5% | 5.427% | |
2/12/2025 | Arlington Capital Management Inc. | 100,634 | $1.85M | 1.3% | -2.3% | 8.751% | |
2/11/2025 | Sequent Planning LLC | 885,024 | $16.24M | 6.0% | N/A | 76.959% | |
2/10/2025 | Axxcess Wealth Management LLC | 13,341 | $245K | 0.0% | N/A | 1.160% | |
2/10/2025 | Harbour Investments Inc. | 10,460 | $192K | 0.0% | +96.1% | 0.910% | |
2/5/2025 | Maia Wealth LLC | 399,863 | $7.34M | 1.6% | +63.2% | 34.771% | |
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2/3/2025 | Sigma Planning Corp | 28,938 | $531K | 0.0% | +41.5% | 2.516% | |
1/30/2025 | Secured Retirement Advisors LLC | 32,232 | $592K | 0.3% | +8.4% | 2.803% | |
1/28/2025 | SMART Wealth LLC | 221,264 | $4.06M | 1.4% | -12.4% | 19.240% | |
1/23/2025 | Capital Investment Advisory Services LLC | 25,675 | $471K | 0.0% | -3.7% | 2.233% | |
1/23/2025 | Synergy Asset Management LLC | 3,868 | $71K | 0.0% | N/A | 0.336% | |
1/23/2025 | Strategic Blueprint LLC | 10,744 | $197K | 0.0% | N/A | 0.934% | |
1/22/2025 | Capital Asset Advisory Services LLC | 13,341 | $246K | 0.0% | N/A | 1.160% | |
12/16/2024 | SMART Wealth LLC | 252,542 | $5.70M | 2.2% | -26.5% | 21.960% | |
11/15/2024 | Jane Street Group LLC | 40,199 | $907K | 0.0% | N/A | 3.496% | |
11/15/2024 | Integrated Wealth Concepts LLC | 14,325 | $323K | 0.0% | N/A | 1.246% | |
11/4/2024 | Sigma Planning Corp | 20,447 | $461K | 0.0% | N/A | 1.778% | |
10/30/2024 | Maia Wealth LLC | 244,945 | $5.53M | 1.3% | N/A | 21.300% | |
10/30/2024 | Arlington Capital Management Inc. | 103,042 | $2.33M | 1.9% | +14.1% | 8.960% | |
10/17/2024 | AlphaMark Advisors LLC | 3,475 | $78K | 0.0% | +35.0% | 0.302% | |
7/17/2024 | AlphaMark Advisors LLC | 2,575 | $52K | 0.0% | N/A | 0.224% | |
7/10/2024 | Csenge Advisory Group | 12,378 | $252K | 0.0% | -63.6% | 1.076% | |
5/24/2024 | Cetera Advisors LLC | 24,815 | $489K | 0.0% | +8.4% | 2.158% | |
5/4/2024 | Csenge Advisory Group | 34,017 | $670K | 0.0% | -4.9% | 2.958% | |
4/22/2024 | Altfest L J & Co. Inc. | 141,390 | $2.79M | 0.4% | +0.9% | 12.295% | |
2/16/2024 | Secured Retirement Advisors LLC | 19,820 | $373K | 0.4% | N/A | 2.202% | |
2/7/2024 | Arlington Capital Management Inc. | 80,093 | $1.51M | 1.4% | +20.3% | 8.899% | |
1/18/2024 | Altfest L J & Co. Inc. | 140,074 | $2.64M | 0.4% | +10.5% | 15.564% | |
1/16/2024 | 3EDGE Asset Management LP | 84,562 | $1.59M | 0.1% | N/A | 9.396% | |
10/26/2023 | Altfest L J & Co. Inc. | 126,754 | $2.41M | 0.4% | N/A | 14.084% | |
10/25/2023 | Arlington Capital Management Inc. | 66,563 | $1.27M | 1.3% | -35.3% | 7.396% | |
10/11/2023 | AE Wealth Management LLC | 19,903 | $379K | 0.0% | -83.6% | 2.211% | |
8/24/2023 | Arlington Capital Management Inc. | 102,811 | $2.01M | 1.7% | +57.8% | 11.423% | |
8/10/2023 | Cetera Advisors LLC | 32,624 | $639K | 0.0% | N/A | 3.625% | |
8/10/2023 | Cetera Advisor Networks LLC | 21,423 | $420K | 0.0% | +62.9% | 2.380% | |
8/10/2023 | Cetera Investment Advisers | 14,774 | $289K | 0.0% | -4.7% | 1.642% | |
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7/28/2023 | Capital Investment Advisory Services LLC | 27,276 | $534K | 0.1% | -2.8% | 3.897% | |
7/20/2023 | Csenge Advisory Group | 37,351 | $732K | 0.0% | +40.6% | 5.336% | |
7/10/2023 | AE Wealth Management LLC | 121,366 | $2.38M | 0.0% | +11.2% | 17.338% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 20,835 | $405K | 0.0% | N/A | 2.976% | |
5/1/2023 | Csenge Advisory Group | 26,570 | $517K | 0.0% | +4.7% | 3.543% | |
4/21/2023 | Capital Investment Advisory Services LLC | 28,070 | $546K | 0.1% | -2.1% | 3.743% | |
4/14/2023 | AE Wealth Management LLC | 109,135 | $2.12M | 0.0% | +4.6% | 14.551% | |
2/7/2023 | Commonwealth Equity Services LLC | 222,098 | $4.08M | 0.0% | -3.0% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 13,046 | $240K | 0.0% | -4.3% | 0.000% | |
1/31/2023 | AE Wealth Management LLC | 104,381 | $1.92M | 0.0% | +62.3% | 0.000% | |
11/15/2022 | Commonwealth Equity Services LLC | 229,030 | $3.95M | 0.0% | +1,229.4% | 0.000% | |
10/25/2022 | AE Wealth Management LLC | 64,322 | $1.11M | 0.0% | +324.5% | 0.000% | |
8/5/2022 | Archer Investment Corp | 7,144 | $131K | 0.1% | +36.0% | 0.000% | |
8/3/2022 | AE Wealth Management LLC | 15,154 | $278K | 0.0% | N/A | 0.000% | |
7/22/2022 | Capital Investment Advisory Services LLC | 29,419 | $540K | 0.1% | -19.9% | 0.000% | |
7/20/2022 | Cherry Creek Investment Advisors Inc. | 13,376 | $246K | 0.2% | N/A | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,228 | $316K | 0.0% | N/A | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 8,835 | $167K | 0.0% | -40.0% | 0.000% | |
2/1/2022 | Capital Investment Advisory Services LLC | 37,137 | $702K | 0.1% | -2.6% | 0.000% | |
1/31/2022 | Commonwealth Equity Services LLC | 151,883 | $2.87M | 0.0% | N/A | 0.000% | |
11/24/2021 | Patriot Financial Group Insurance Agency LLC | 3,005 | $56K | 0.0% | -97.7% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 14,731 | $276K | 0.0% | -12.0% | 0.000% | |
10/28/2021 | Capital Investment Advisory Services LLC | 38,128 | $714K | 0.1% | N/A | 0.000% | |
10/20/2021 | Csenge Advisory Group | 34,374 | $644K | 0.1% | N/A | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 39,870 | $771K | 0.0% | N/A | 0.000% | |
8/5/2021 | Archer Investment Corp | 5,254 | $102K | 0.0% | -75.6% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 16,744 | $324K | 0.0% | +766.7% | 0.000% | |
8/1/2021 | Patriot Financial Group Insurance Agency LLC | 128,598 | $2.49M | 0.5% | N/A | 0.000% | |