1/21/2025 | Geneos Wealth Management Inc. | 3,016 | $117K | 0.0% | N/A | 0.038% | |
1/14/2025 | Quad Cities Investment Group LLC | 6,217 | $240K | 0.1% | -4.3% | 0.079% | |
1/10/2025 | HBW Advisory Services LLC | 58,030 | $2.24M | 0.3% | -6.4% | 0.735% | |
11/15/2024 | MML Investors Services LLC | 25,405 | $962K | 0.0% | -3.0% | 0.322% | |
11/15/2024 | Jane Street Group LLC | 60,643 | $2.30M | 0.0% | +71.9% | 0.768% | |
11/14/2024 | CreativeOne Wealth LLC | 28,173 | $1.07M | 0.0% | N/A | 0.357% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 8,530 | $323K | 0.0% | -38.6% | 0.108% | |
11/5/2024 | Harbour Investments Inc. | 11,412 | $432K | 0.0% | +3.8% | 0.144% | |
11/4/2024 | Sigma Planning Corp | 35,574 | $1.35M | 0.0% | -2.5% | 0.450% | |
11/1/2024 | Atria Investments Inc | 10,512 | $398K | 0.0% | N/A | 0.133% | |
|
11/1/2024 | Corrado Advisors LLC | 42,329 | $1.60M | 1.0% | -1.8% | 0.536% | |
10/28/2024 | Americana Partners LLC | 100,714 | $3.81M | 0.3% | -6.9% | 1.275% | |
10/25/2024 | Schulz Wealth LTD. | 103,886 | $3.93M | 3.0% | -1.1% | 1.315% | |
10/25/2024 | Strategic Blueprint LLC | 11,113 | $421K | 0.0% | -31.9% | 0.141% | |
10/25/2024 | Diversify Advisory Services LLC | 6,589 | $251K | 0.0% | -15.4% | 0.083% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 31,133 | $1.18M | 0.0% | -1.7% | 0.394% | |
10/23/2024 | Commonwealth Financial Services LLC | 130,632 | $4.93M | 1.0% | -0.3% | 1.654% | |
10/21/2024 | Integrity Financial Corp WA | 5,430 | $206K | 0.1% | -9.4% | 0.069% | |
10/18/2024 | Gries Financial LLC | 160,034 | $6.06M | 1.1% | +9.5% | 2.026% | |
10/18/2024 | Raymond James & Associates | 71,283 | $2.70M | 0.0% | -42.2% | 0.902% | |
10/9/2024 | Ferguson Shapiro LLC | 21,400 | $810K | 0.3% | -18.4% | 0.271% | |
10/8/2024 | Sage Capital Advisors llc | 12,091 | $458K | 0.1% | N/A | 0.153% | |
8/22/2024 | Cetera Investment Advisers | 194,411 | $7.17M | 0.0% | -14.5% | 2.461% | |
8/21/2024 | Truist Financial Corp | 23,279 | $859K | 0.0% | +1.7% | 0.295% | |
8/14/2024 | Commonwealth Financial Services LLC | 130,984 | $4.86M | 1.0% | +1.4% | 1.658% | |
8/13/2024 | AE Wealth Management LLC | 58,228 | $2.15M | 0.0% | -14.1% | 0.737% | |
8/8/2024 | Envestnet Asset Management Inc. | 135,223 | $4.99M | 0.0% | +0.3% | 1.712% | |
8/2/2024 | Gries Financial LLC | 146,087 | $5.39M | 1.1% | +21.1% | 1.849% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 7,094 | $262K | 0.1% | -20.6% | 0.090% | |
8/2/2024 | Archer Investment Corp | 1,175 | $43K | 0.0% | -99.6% | 0.015% | |
7/31/2024 | Commonwealth Equity Services LLC | 122,464 | $4.52M | 0.0% | -0.6% | 1.550% | |
7/31/2024 | Americana Partners LLC | 108,214 | $3.99M | 0.3% | -2.2% | 1.370% | |
7/30/2024 | Integrity Financial Corp WA | 5,996 | $221K | 0.1% | -7.6% | 0.076% | |
7/30/2024 | International Assets Investment Management LLC | 2,857 | $105K | 0.0% | N/A | 0.036% | |
7/27/2024 | Strategic Blueprint LLC | 16,326 | $602K | 0.0% | -53.9% | 0.207% | |
7/26/2024 | Harbour Investments Inc. | 10,998 | $406K | 0.0% | -15.2% | 0.139% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 228,541 | $8.43M | 0.0% | -0.4% | 2.893% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 13,895 | $513K | 0.0% | N/A | 0.176% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 373,348 | $13.77M | 0.0% | -0.3% | 4.726% | |
7/20/2024 | Milestone Asset Management LLC | 169,392 | $6.25M | 1.6% | -62.6% | 2.144% | |
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7/19/2024 | Raymond James & Associates | 123,329 | $4.55M | 0.0% | -12.7% | 1.561% | |
7/19/2024 | World Equity Group Inc. | 49,335 | $1.82M | 0.5% | -4.1% | 0.624% | |
7/13/2024 | Kraematon Investment Advisors Inc. | 5,435 | $201K | 0.2% | N/A | 0.069% | |
7/12/2024 | Diversify Advisory Services LLC | 7,789 | $289K | 0.0% | N/A | 0.099% | |
7/5/2024 | HBW Advisory Services LLC | 61,750 | $2.28M | 0.4% | N/A | 0.782% | |
5/24/2024 | Cetera Advisors LLC | 28,654 | $1.03M | 0.0% | -3.2% | 0.363% | |
5/24/2024 | Cetera Investment Advisers | 227,306 | $8.16M | 0.0% | +139.8% | 2.877% | |
5/17/2024 | Clear Point Advisors Inc. | 1,617 | $58K | 0.0% | +50.4% | 0.020% | |
5/14/2024 | CreativeOne Wealth LLC | 12,540 | $450K | 0.0% | N/A | 0.159% | |
5/10/2024 | Osaic Holdings Inc. | 241,266 | $8.66M | 0.0% | +458.6% | 3.054% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,632 | $381K | 0.0% | +29.7% | 0.135% | |
5/7/2024 | WealthPLAN Partners LLC | 18,924 | $679K | 0.1% | N/A | 0.239% | |
5/3/2024 | Catalina Capital Group LLC | 13,115 | $471K | 0.2% | N/A | 0.165% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,398 | $230K | 0.0% | +9.9% | 0.081% | |
5/3/2024 | Integrity Financial Corp WA | 6,491 | $233K | 0.2% | N/A | 0.082% | |
5/1/2024 | Janney Montgomery Scott LLC | 119,857 | $4.30M | 0.0% | N/A | 1.511% | |
4/29/2024 | Commonwealth Equity Services LLC | 123,200 | $4.42M | 0.0% | +198.6% | 1.554% | |
4/25/2024 | Capital Investment Advisory Services LLC | 5,567 | $200K | 0.0% | -14.0% | 0.070% | |
4/25/2024 | Triumph Capital Management | 8,909 | $319K | 0.1% | N/A | 0.112% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 229,449 | $8.23M | 0.0% | N/A | 2.893% | |
4/23/2024 | Milestone Asset Management LLC | 452,332 | $16.23M | 4.6% | N/A | 5.704% | |
4/23/2024 | Strategic Blueprint LLC | 35,421 | $1.27M | 0.1% | +84.5% | 0.447% | |
4/22/2024 | Raymond James & Associates | 141,324 | $5.07M | 0.0% | +743.7% | 1.782% | |
4/15/2024 | Sunbelt Securities Inc. | 2,143 | $77K | 0.0% | N/A | 0.000% | |
4/13/2024 | Quad Cities Investment Group LLC | 6,497 | $233K | 0.1% | N/A | 0.000% | |
4/12/2024 | Keystone Wealth Services LLC | 8,695 | $312K | 0.1% | +13.7% | 0.000% | |
4/12/2024 | Ignite Planners LLC | 20,304 | $728K | 0.2% | N/A | 0.000% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 1,053 | $38K | 0.0% | +37.6% | 0.000% | |
4/10/2024 | Ferguson Shapiro LLC | 26,211 | $940K | 0.4% | N/A | 0.000% | |
4/10/2024 | Schulz Wealth LTD. | 106,020 | $3.80M | 3.3% | +341.2% | 0.000% | |
4/10/2024 | Signal Advisors Wealth LLC | 24,716 | $887K | 0.2% | N/A | 0.000% | |
4/5/2024 | NBC Securities Inc. | 1,435 | $51K | 0.0% | N/A | 0.000% | |
2/12/2024 | Schulz Wealth LTD. | 24,030 | $829K | 0.8% | N/A | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,195 | $283K | 0.0% | -5.8% | 0.000% | |
2/6/2024 | Avidian Wealth Solutions LLC | 5,820 | $201K | 0.0% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,844 | $408K | 0.0% | -88.4% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,929 | $342K | 0.0% | -17.6% | 0.000% | |
1/25/2024 | Strategic Blueprint LLC | 19,194 | $662K | 0.1% | -2.4% | 0.000% | |
1/18/2024 | Bouchey Financial Group Ltd | 5,851 | $202K | 0.0% | N/A | 0.000% | |
10/18/2023 | Strategic Blueprint LLC | 19,657 | $634K | 0.1% | +12.5% | 0.000% | |
8/8/2023 | Archer Investment Corp | 823 | $27K | 0.0% | -96.8% | 0.000% | |
5/9/2023 | Archer Investment Corp | 25,823 | $800K | 0.3% | N/A | 0.000% | |
4/28/2023 | Strategic Blueprint LLC | 14,044 | $435K | 0.0% | N/A | 0.000% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 2,205 | $68K | 0.0% | N/A | 0.000% | |