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% | |
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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% | |
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% | |
4/25/2023 | Key Client Fiduciary Advisors LLC | 12,350 | $282K | 0.2% | -7.5% | 0.136% | |
4/24/2023 | Merit Financial Group LLC | 154,179 | $3.53M | 0.1% | +11.5% | 1.704% | |
4/19/2023 | International Assets Investment Management LLC | 95,966 | $2.43M | 0.4% | +1.0% | 1.060% | |
4/14/2023 | Prentice Wealth Management LLC | 548,858 | $12.55M | 6.0% | +0.9% | 6.065% | |
3/6/2023 | OLD Mission Capital LLC | 2,700 | $60K | 0.0% | N/A | 0.000% | |
2/10/2023 | Franklin Resources Inc. | 5,751,956 | $126.83M | 0.1% | -20.1% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 1,214 | $27K | 0.0% | N/A | 0.000% | |
2/7/2023 | LPL Financial LLC | 78,962 | $1.74M | 0.0% | +13.4% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 95,024 | $2.32M | 0.2% | +2.6% | 0.000% | |
1/26/2023 | CENTRAL TRUST Co | 3,131 | $69K | 0.0% | +20.5% | 0.000% | |
1/18/2023 | Prentice Wealth Management LLC | 543,966 | $11.99M | 6.0% | +0.9% | 0.000% | |
1/17/2023 | Key Client Fiduciary Advisors LLC | 13,350 | $294K | 0.2% | N/A | 0.000% | |
1/13/2023 | Merit Financial Group LLC | 138,249 | $3.05M | 0.1% | N/A | 0.000% | |
1/13/2023 | Focused Wealth Management Inc | 5,610 | $124K | 0.0% | N/A | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 10,360 | $222K | 0.0% | +30.9% | 0.000% | |
10/31/2022 | International Assets Investment Management LLC | 92,591 | $2.15M | 0.4% | N/A | 0.000% | |
10/19/2022 | L.M. Kohn & Company | 62,139 | $1.33M | 0.7% | +4.4% | 0.000% | |
10/19/2022 | Prentice Wealth Management LLC | 539,212 | $11.56M | 6.3% | +1.3% | 0.000% | |
8/12/2022 | Franklin Resources Inc. | 6,972,634 | $153.47M | 0.1% | -40.1% | 0.000% | |
8/8/2022 | Advisors Asset Management Inc. | 7,916 | $174K | 0.0% | +18.2% | 0.000% | |
7/28/2022 | Prentice Wealth Management LLC | 532,125 | $11.71M | 11.9% | N/A | 0.000% | |
7/19/2022 | Key Client Fiduciary Advisors LLC | 9,100 | $200K | 0.2% | -24.1% | 0.000% | |
5/25/2022 | L.M. Kohn & Company | 59,163 | $1.46M | 0.6% | N/A | 0.000% | |
5/9/2022 | Regal Investment Advisors LLC | 12,117 | $300K | 0.0% | N/A | 0.000% | |
5/3/2022 | CENTRAL TRUST Co | 142,958 | $3.53M | 0.1% | +2.5% | 0.000% | |
4/18/2022 | Key Client Fiduciary Advisors LLC | 11,988 | $296K | 0.2% | -40.8% | 0.000% | |
4/14/2022 | Diversified LLC | 54,705 | $1.35M | 0.6% | +13.8% | 0.000% | |
3/1/2022 | Key Client Fiduciary Advisors LLC | 20,250 | $531K | 0.4% | N/A | 0.000% | |
2/8/2022 | CENTRAL TRUST Co | 139,418 | $3.65M | 0.1% | +278.2% | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 21,411 | $561K | 0.0% | -27.8% | 0.000% | |
1/31/2022 | Diversified LLC | 48,060 | $1.26M | 0.5% | N/A | 0.000% | |
11/16/2021 | Claraphi Advisory Network LLC | 12,118 | $320K | 0.1% | N/A | 0.000% | |
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11/15/2021 | Franklin Resources Inc. | 10,545,997 | $278.73M | 0.1% | -14.7% | 0.000% | |
11/10/2021 | Prentice Wealth Management LLC | 435,063 | $11.50M | 5.6% | +8.6% | 0.000% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 29,662 | $784K | 0.0% | +12.6% | 0.000% | |
10/19/2021 | CENTRAL TRUST Co | 36,867 | $974K | 0.0% | +86.8% | 0.000% | |
8/13/2021 | Franklin Resources Inc. | 12,366,526 | $328.27M | 0.1% | +1.4% | 0.000% | |
8/11/2021 | Prentice Wealth Management LLC | 400,723 | $10.64M | 5.5% | -5.0% | 0.000% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 26,346 | $699K | 0.0% | -2.4% | 0.000% | |
5/18/2021 | Jane Street Group LLC | 73,991 | $1.94M | 0.0% | +238.6% | 0.000% | |
5/13/2021 | Franklin Resources Inc. | 12,193,993 | $320.21M | 0.1% | +56.0% | 0.000% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 27,001 | $709K | 0.0% | -3.3% | 0.000% | |