3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,782 | $1.36M | 0.0% | N/A | 0.220% | |
2/18/2025 | Fourth Dimension Wealth LLC | 9,196 | $220K | 0.1% | N/A | 0.080% | |
2/18/2025 | AlphaQ Advisors LLC | 20,023 | $478K | 1.3% | N/A | 0.173% | |
2/17/2025 | Cetera Investment Advisers | 219,891 | $5.25M | 0.0% | +57.1% | 1.904% | |
2/17/2025 | Citadel Advisors LLC | 65,426 | $1.56M | 0.0% | N/A | 0.566% | |
2/17/2025 | Ameriprise Financial Inc. | 356,917 | $8.52M | 0.0% | +32.5% | 3.090% | |
2/14/2025 | Jane Street Group LLC | 22,375 | $534K | 0.0% | -45.0% | 0.194% | |
2/13/2025 | Regal Investment Advisors LLC | 13,118 | $313K | 0.0% | +11.4% | 0.114% | |
2/13/2025 | Raymond James Financial Inc. | 110,498 | $2.64M | 0.0% | N/A | 0.957% | |
2/13/2025 | Envestnet Asset Management Inc. | 39,876 | $952K | 0.0% | +4.8% | 0.345% | |
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2/13/2025 | Wells Fargo & Company MN | 233,752 | $5.58M | 0.0% | +26.5% | 2.024% | |
2/12/2025 | Thoroughbred Financial Services LLC | 15,529 | $370K | 0.0% | -35.5% | 0.134% | |
2/12/2025 | OneAscent Financial Services LLC | 11,163 | $266K | 0.0% | N/A | 0.097% | |
2/12/2025 | OLD Mission Capital LLC | 9,295 | $222K | 0.0% | N/A | 0.080% | |
2/12/2025 | Franklin Resources Inc. | 13,510,517 | $322.50M | 0.1% | -5.1% | 116.974% | |
2/11/2025 | LPL Financial LLC | 599,525 | $14.31M | 0.0% | -1.3% | 5.191% | |
2/10/2025 | Diversified Enterprises LLC | 9,760 | $233K | 0.0% | +7.6% | 0.085% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,936 | $333K | 0.0% | +9.1% | 0.121% | |
2/10/2025 | Capasso Planning Partners LLC | 62,547 | $1.49M | 0.6% | -43.6% | 0.542% | |
2/7/2025 | PFG Advisors | 122,323 | $2.92M | 0.2% | +11.0% | 1.059% | |
2/7/2025 | PNC Financial Services Group Inc. | 14,362 | $343K | 0.0% | +65.0% | 0.124% | |
2/6/2025 | Raymond James Financial Inc. | 110,498 | $2.64M | 0.0% | N/A | 0.957% | |
2/6/2025 | Atria Investments Inc | 11,163 | $266K | 0.0% | +22.6% | 0.097% | |
2/6/2025 | Assetmark Inc. | 6,040 | $144K | 0.0% | -13.5% | 0.052% | |
2/6/2025 | Jones Financial Companies Lllp | 4,979 | $119K | 0.0% | +32.2% | 0.043% | |
2/5/2025 | US Bancorp DE | 3,008 | $72K | 0.0% | -55.8% | 0.026% | |
2/5/2025 | Kovack Advisors Inc. | 45,923 | $1.10M | 0.1% | +32.8% | 0.398% | |
2/4/2025 | Cannon Wealth Management Services LLC | 184,639 | $4.43M | 3.8% | -16.6% | 1.599% | |
2/3/2025 | Winebrenner Capital Management LLC | 63,307 | $1.51M | 1.2% | N/A | 0.548% | |
2/3/2025 | Prentice Wealth Management LLC | 744,584 | $17.77M | 5.1% | +4.7% | 6.447% | |
1/31/2025 | Atria Wealth Solutions Inc. | 77,426 | $1.85M | 0.0% | N/A | 0.670% | |
1/31/2025 | State of New Jersey Common Pension Fund D | 1,000,000 | $23.87M | 0.1% | N/A | 8.658% | |
1/30/2025 | Valmark Advisers Inc. | 28,099 | $671K | 0.0% | +5.5% | 0.243% | |
1/30/2025 | Allworth Financial LP | 8,510 | $205K | 0.0% | -5.0% | 0.074% | |
1/29/2025 | Sovran Advisors LLC | 86,966 | $2.07M | 0.3% | N/A | 0.753% | |
1/23/2025 | Fifth Third Securities Inc. | 17,407 | $416K | 0.0% | N/A | 0.151% | |
1/23/2025 | Hantz Financial Services Inc. | 1,548,089 | $36.95M | 0.6% | +11.5% | 13.403% | |
1/23/2025 | Williams & Novak LLC | 10,068 | $240K | 0.2% | -37.1% | 0.087% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 632,445 | $15.10M | 0.7% | +2.5% | 5.476% | |
1/8/2025 | International Assets Investment Management LLC | 87,875 | $2.10M | 0.1% | -96.7% | 0.761% | |
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12/2/2024 | Capasso Planning Partners LLC | 110,938 | $2.71M | 0.8% | -18.0% | 0.961% | |
11/27/2024 | Franklin Resources Inc. | 14,234,711 | $345.41M | 0.1% | +159.5% | 123.244% | |
11/15/2024 | MML Investors Services LLC | 29,015 | $709K | 0.0% | +97.8% | 0.251% | |
11/15/2024 | Jane Street Group LLC | 40,692 | $995K | 0.0% | N/A | 0.352% | |
11/15/2024 | Stifel Financial Corp | 14,687 | $359K | 0.0% | N/A | 0.127% | |
11/14/2024 | Hantz Financial Services Inc. | 1,387,952 | $33.93M | 0.6% | +16.9% | 12.017% | |
11/8/2024 | Advisors Asset Management Inc. | 4,727 | $116K | 0.0% | -47.9% | 0.041% | |
11/1/2024 | Atria Investments Inc | 9,106 | $223K | 0.0% | N/A | 0.079% | |
11/1/2024 | Assetmark Inc. | 6,979 | $171K | 0.0% | -24.0% | 0.060% | |
10/28/2024 | US Bancorp DE | 6,808 | $166K | 0.0% | +126.3% | 0.059% | |
10/25/2024 | Valmark Advisers Inc. | 26,645 | $651K | 0.0% | -5.5% | 0.231% | |
10/22/2024 | International Assets Investment Management LLC | 2,655,856 | $64.92M | 0.0% | +2,580.5% | 22.994% | |
10/15/2024 | PFG Advisors | 110,248 | $2.70M | 0.2% | +16.8% | 0.955% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 616,902 | $15.08M | 0.5% | +19.9% | 5.341% | |
10/8/2024 | Williams & Novak LLC | 16,012 | $391K | 0.4% | +19.0% | 0.139% | |
10/7/2024 | Prentice Wealth Management LLC | 711,292 | $17.39M | 5.2% | +4.1% | 6.158% | |
8/22/2024 | Cetera Investment Advisers | 64,619 | $1.53M | 0.0% | +72.0% | 0.559% | |
8/9/2024 | Ocean Park Asset Management LLC | 23,000 | $545K | 0.0% | N/A | 0.199% | |
8/8/2024 | PFG Advisors | 94,379 | $2.24M | 0.2% | N/A | 0.817% | |
8/1/2024 | Valmark Advisers Inc. | 28,192 | $668K | 0.0% | +6.3% | 0.244% | |
7/30/2024 | Hantz Financial Services Inc. | 1,187,627 | $28.16M | 0.5% | N/A | 10.282% | |
7/30/2024 | International Assets Investment Management LLC | 99,079 | $2.35M | 0.1% | +0.5% | 0.858% | |
7/24/2024 | Traynor Capital Management Inc. | 8,870 | $210K | 0.0% | N/A | 0.077% | |
7/24/2024 | Diversified LLC | 8,903 | $211K | 0.0% | N/A | 0.077% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 514,541 | $12.20M | 0.4% | N/A | 4.455% | |
7/12/2024 | Williams & Novak LLC | 13,452 | $319K | 0.3% | N/A | 0.116% | |
7/11/2024 | Prentice Wealth Management LLC | 683,204 | $16.20M | 5.3% | +9.9% | 5.915% | |
5/24/2024 | Cetera Advisors LLC | 20,647 | $490K | 0.0% | N/A | 0.179% | |
5/14/2024 | Advisors Asset Management Inc. | 13,256 | $315K | 0.0% | -20.2% | 0.115% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 104,475 | $2.48M | 0.0% | +30.9% | 0.905% | |
4/19/2024 | Kovack Advisors Inc. | 23,913 | $567K | 0.1% | N/A | 0.247% | |
4/15/2024 | Prentice Wealth Management LLC | 621,697 | $14.75M | 5.1% | +5.1% | 6.409% | |
4/11/2024 | International Assets Investment Management LLC | 98,579 | $2.32M | 0.1% | +21.2% | 1.016% | |
2/9/2024 | Franklin Resources Inc. | 5,321,304 | $124.73M | 0.1% | -8.3% | 54.859% | |
1/31/2024 | J.W. Cole Advisors Inc. | 18,114 | $425K | 0.0% | +11.3% | 0.187% | |
1/25/2024 | International Assets Investment Management LLC | 81,304 | $1.91M | 0.0% | -11.3% | 0.838% | |
1/24/2024 | CENTRAL TRUST Co | 5,726 | $134K | 0.0% | +238.4% | 0.059% | |
1/24/2024 | International Assets Investment Management LLC | 1,905,766 | $44.67M | 0.0% | +1,980.2% | 19.647% | |
1/22/2024 | Aspire Wealth Management Corp | 2,602 | $61K | 0.0% | N/A | 0.027% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 79,818 | $1.87M | 0.0% | N/A | 0.823% | |
1/11/2024 | Prentice Wealth Management LLC | 591,751 | $13.87M | 5.4% | +4.0% | 6.101% | |
11/15/2023 | Key Client Fiduciary Advisors LLC | 9,150 | $206K | 0.1% | -25.9% | 0.094% | |
11/15/2023 | Advisors Asset Management Inc. | 19,251 | $433K | 0.0% | +37.2% | 0.198% | |
11/13/2023 | LPL Financial LLC | 166,707 | $3.75M | 0.0% | -42.7% | 1.719% | |
11/8/2023 | Valmark Advisers Inc. | 25,547 | $575K | 0.0% | N/A | 0.263% | |
11/7/2023 | Merit Financial Group LLC | 9,283 | $209K | 0.0% | -35.8% | 0.096% | |
11/2/2023 | Diversified LLC | 10,149 | $228K | 0.1% | +11.1% | 0.105% | |
10/24/2023 | J.W. Cole Advisors Inc. | 16,282 | $366K | 0.0% | N/A | 0.168% | |
10/16/2023 | Prentice Wealth Management LLC | 569,233 | $12.81M | 5.8% | +3.3% | 5.868% | |
10/10/2023 | International Assets Investment Management LLC | 91,614 | $2.06M | 0.2% | N/A | 0.944% | |
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10/4/2023 | International Assets Investment Management LLC | 91,614 | $2.06M | 0.2% | N/A | 0.944% | |
8/11/2023 | Regal Investment Advisors LLC | 12,412 | $283K | 0.0% | +7.4% | 0.128% | |
8/11/2023 | Franklin Resources Inc. | 5,918,928 | $134.72M | 0.1% | +3.6% | 61.020% | |
8/1/2023 | Merit Financial Group LLC | 14,450 | $329K | 0.0% | -90.6% | 0.153% | |
7/31/2023 | LPL Financial LLC | 290,779 | $6.62M | 0.0% | +216.0% | 3.077% | |
7/26/2023 | CENTRAL TRUST Co | 2,076 | $47K | 0.0% | -32.3% | 0.022% | |
7/26/2023 | Diversified LLC | 9,131 | $208K | 0.1% | N/A | 0.097% | |
7/6/2023 | Prentice Wealth Management LLC | 551,117 | $12.54M | 5.7% | +0.4% | 5.958% | |
5/12/2023 | Franklin Resources Inc. | 5,711,027 | $130.61M | 0.1% | -0.7% | 63.105% | |
4/27/2023 | Toews Corp ADV | 15,000 | $343K | 0.1% | N/A | 0.166% | |