8/19/2025 | Newbridge Financial Services Group Inc. | 7,865 | $367K | 0.1% | -22.2% | 0.162% | |
8/15/2025 | High Falls Advisors Inc | 6,750 | $315K | 0.1% | N/A | 0.139% | |
8/15/2025 | Bank of America Corp DE | 18,566 | $866K | 0.0% | +4.7% | 0.383% | |
8/14/2025 | Jane Street Group LLC | 4,980 | $232K | 0.0% | N/A | 0.103% | |
8/14/2025 | Raymond James Financial Inc. | 30,404 | $1.42M | 0.0% | +9.4% | 0.627% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 882 | $41K | 0.0% | N/A | 0.018% | |
8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 4,345 | $203K | 0.0% | -14.7% | 0.090% | |
8/12/2025 | Financial Advocates Investment Management | 29,139 | $1.36M | 0.1% | N/A | 0.601% | |
8/12/2025 | JPMorgan Chase & Co. | 16,265 | $759K | 0.0% | +343.1% | 0.335% | |
8/8/2025 | Cetera Investment Advisers | 10,547 | $492K | 0.0% | -2.2% | 0.217% | |
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8/6/2025 | Golden State Wealth Management LLC | 41,129 | $1.92M | 0.2% | N/A | 0.848% | |
8/4/2025 | Atria Investments Inc | 173,727 | $8.10M | 0.1% | N/A | 3.582% | |
7/28/2025 | Harbour Investments Inc. | 3,598 | $168K | 0.0% | -6.3% | 0.074% | |
7/21/2025 | Clarity Capital Partners LLC | 6,256 | $292K | 0.1% | +7.2% | 0.129% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,690 | $126K | 0.0% | N/A | 0.055% | |
7/17/2025 | XML Financial LLC | 4,964 | $232K | 0.0% | N/A | 0.102% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 104,838 | $4.96M | 0.0% | +9.7% | 2.162% | |
5/16/2025 | Goldman Sachs Group Inc. | 42,477 | $1.84M | 0.0% | -40.4% | 0.876% | |
5/14/2025 | Compound Planning Inc. | 6,119 | $265K | 0.0% | +21.5% | 0.127% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 5,095 | $221K | 0.0% | +250.2% | 0.106% | |
5/8/2025 | Harbour Investments Inc. | 3,838 | $166K | 0.0% | -39.4% | 0.083% | |
5/7/2025 | LPL Financial LLC | 105,332 | $4.56M | 0.0% | +4.9% | 2.265% | |
5/6/2025 | Cetera Investment Advisers | 10,785 | $467K | 0.0% | -8.3% | 0.232% | |
4/28/2025 | Clarity Capital Partners LLC | 5,835 | $253K | 0.1% | +17.4% | 0.125% | |
4/23/2025 | Spire Wealth Management | 2,140 | $93K | 0.0% | -36.6% | 0.046% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,783 | $1.07M | 0.0% | -3.2% | 0.533% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,582 | $237K | 0.0% | N/A | 0.120% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 95,534 | $4.14M | 0.0% | +4.2% | 2.011% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 91,700 | $3.98M | 0.0% | -1.9% | 1.931% | |
2/18/2025 | GTS Securities LLC | 15,344 | $665K | 0.0% | N/A | 0.388% | |
2/17/2025 | Cetera Investment Advisers | 11,762 | $510K | 0.0% | +12.3% | 0.298% | |
2/17/2025 | Citadel Advisors LLC | 25,469 | $1.10M | 0.0% | -29.5% | 0.645% | |
2/17/2025 | Bank of America Corp DE | 27,122 | $1.18M | 0.0% | +11.2% | 0.687% | |
2/13/2025 | Raymond James Financial Inc. | 28,965 | $1.26M | 0.0% | N/A | 0.733% | |
2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 1,455 | $63K | 0.0% | -16.9% | 0.037% | |
2/13/2025 | Wells Fargo & Company MN | 768 | $33K | 0.0% | +76,700.0% | 0.019% | |
2/11/2025 | LPL Financial LLC | 100,449 | $4.35M | 0.0% | +40.0% | 2.543% | |
2/10/2025 | Commonwealth Equity Services LLC | 45,989 | $1.99M | 0.0% | -10.3% | 1.164% | |
2/6/2025 | Raymond James Financial Inc. | 28,965 | $1.26M | 0.0% | N/A | 0.733% | |
2/4/2025 | Wealthgarden F.S. LLC | 10,834 | $470K | 0.4% | N/A | 0.274% | |
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1/29/2025 | Clarity Capital Partners LLC | 4,972 | $216K | 0.1% | N/A | 0.126% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 13,900 | $603K | 0.2% | N/A | 0.352% | |
1/16/2025 | Sugar Maple Asset Management LLC | 1,020 | $44K | 0.0% | N/A | 0.026% | |
11/15/2024 | HighTower Advisors LLC | 8,273 | $358K | 0.0% | +7.1% | 0.209% | |
11/13/2024 | FMR LLC | 15,389 | $666K | 0.0% | +18.1% | 0.390% | |
11/6/2024 | Schrum Private Wealth Management LLC | 6,754 | $293K | 0.2% | N/A | 0.171% | |
11/5/2024 | Harbour Investments Inc. | 6,363 | $276K | 0.0% | -13.9% | 0.161% | |
11/2/2024 | XML Financial LLC | 4,988 | $216K | 0.0% | -11.1% | 0.126% | |
10/25/2024 | Integrated Advisors Network LLC | 20,605 | $892K | 0.0% | -1.4% | 0.522% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 93,479 | $4.05M | 0.0% | +4.3% | 2.367% | |
10/8/2024 | Atomi Financial Group Inc. | 4,977 | $216K | 0.0% | -10.8% | 0.126% | |
10/8/2024 | Williams & Novak LLC | 5,050 | $219K | 0.2% | -30.8% | 0.128% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 14,623 | $598K | 0.2% | -4.8% | 0.370% | |
8/8/2024 | Wealthgarden F.S. LLC | 10,834 | $443K | 0.5% | N/A | 0.274% | |
7/31/2024 | Commonwealth Equity Services LLC | 55,158 | $2.25M | 0.0% | -2.7% | 1.396% | |
7/26/2024 | Harbour Investments Inc. | 7,386 | $302K | 0.0% | -9.7% | 0.187% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 31,256 | $1.28M | 0.0% | +7.0% | 0.791% | |
7/26/2024 | Atomi Financial Group Inc. | 5,581 | $228K | 0.0% | +9.9% | 0.141% | |
7/23/2024 | XML Financial LLC | 5,609 | $229K | 0.0% | N/A | 0.142% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,603 | $3.66M | 0.0% | +0.9% | 2.268% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 7,300 | $298K | 0.0% | -18.3% | 0.185% | |
7/12/2024 | Williams & Novak LLC | 7,300 | $298K | 0.3% | -18.3% | 0.185% | |
5/24/2024 | Cetera Advisors LLC | 5,521 | $218K | 0.0% | -5.9% | 0.140% | |
5/7/2024 | Atomi Financial Group Inc. | 5,077 | $200K | 0.0% | N/A | 0.129% | |
4/29/2024 | Commonwealth Equity Services LLC | 56,695 | $2.24M | 0.0% | +25.8% | 1.435% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 15,364 | $606K | 0.3% | -2.9% | 0.389% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 88,842 | $3.50M | 0.0% | -0.5% | 2.249% | |
4/11/2024 | 17 Capital Partners LLC | 5,210 | $205K | 0.2% | N/A | 0.064% | |
2/6/2024 | Lincoln National Corp | 16,102 | $564K | 0.0% | -36.0% | 0.196% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,461 | $296K | 0.0% | -5.7% | 0.103% | |
1/26/2024 | Williams & Novak LLC | 8,940 | $313K | 0.4% | N/A | 0.109% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 28,385 | $993K | 0.0% | +1.3% | 0.346% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 8,940 | $311K | 0.0% | -23.9% | 0.109% | |
11/16/2023 | Integrated Advisors Network LLC | 20,910 | $671K | 0.0% | -5.4% | 0.255% | |
11/8/2023 | Spire Wealth Management | 3,598 | $115K | 0.0% | -18.0% | 0.044% | |
11/8/2023 | Moors & Cabot Inc. | 20,139 | $646K | 0.0% | -5.8% | 0.246% | |
11/8/2023 | Kestra Private Wealth Services LLC | 8,973 | $288K | 0.0% | -86.6% | 0.109% | |
11/6/2023 | Lincoln National Corp | 25,152 | $807K | 0.0% | -11.3% | 0.307% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,018 | $899K | 0.0% | -3.9% | 0.342% | |
10/23/2023 | Commonwealth Equity Services LLC | 50,611 | $1.63M | 0.0% | -15.7% | 0.617% | |
10/18/2023 | Demars Financial Group LLC | 35,776 | $1.15M | 0.7% | -3.9% | 0.436% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 17,165 | $551K | 0.3% | -11.3% | 0.209% | |
10/12/2023 | IFP Advisors Inc | 9,350 | $300K | 0.0% | -25.5% | 0.114% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 11,740 | $377K | 0.0% | -7.1% | 0.143% | |
8/10/2023 | Commonwealth Equity Services LLC | 60,037 | $1.97M | 0.0% | -28.3% | 0.732% | |
8/10/2023 | Moors & Cabot Inc. | 21,384 | $702K | 0.0% | +7.5% | 0.261% | |
8/9/2023 | Spire Wealth Management | 4,388 | $144K | 0.0% | -10.5% | 0.054% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,000 | $33K | 0.0% | N/A | 0.012% | |
8/8/2023 | Kestra Private Wealth Services LLC | 67,163 | $2.20M | 0.1% | -0.7% | 0.819% | |
8/7/2023 | Lincoln National Corp | 28,370 | $931K | 0.0% | -7.4% | 0.346% | |
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8/4/2023 | IFP Advisors Inc | 12,548 | $314K | 0.0% | -14.5% | 0.153% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 12,640 | $415K | 0.0% | N/A | 0.154% | |
8/1/2023 | Signaturefd LLC | 3,000 | $98K | 0.0% | N/A | 0.037% | |
7/31/2023 | LPL Financial LLC | 32,849 | $1.08M | 0.0% | -11.2% | 0.401% | |
7/31/2023 | Principle Wealth Partners LLC | 23,068 | $757K | 0.1% | -21.0% | 0.281% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 7,874 | $258K | 0.0% | -28.2% | 0.096% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,144 | $956K | 0.0% | -1.4% | 0.355% | |
7/21/2023 | Newbridge Financial Services Group Inc. | 19,349 | $635K | 0.3% | -11.5% | 0.236% | |
7/20/2023 | Demars Financial Group LLC | 37,218 | $1.22M | 0.7% | -7.3% | 0.454% | |
5/11/2023 | Commonwealth Equity Services LLC | 83,778 | $2.64M | 0.0% | -11.2% | 1.022% | |