8/15/2025 | Visionary Wealth Advisors | 7,790 | $235K | 0.0% | -21.6% | 0.236% | |
8/15/2025 | Snowden Capital Advisors LLC | 57,061 | $1.72M | 0.1% | +8.9% | 1.729% | |
8/15/2025 | Orion Porfolio Solutions LLC | 37,722 | $1.14M | 0.0% | +254.4% | 1.143% | |
8/14/2025 | Raymond James Financial Inc. | 3,430 | $103K | 0.0% | N/A | 0.104% | |
8/13/2025 | Millington Financial Advisors LLC | 74,648 | $2.28M | 1.2% | +61.9% | 2.262% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 121,802 | $3.67M | 0.0% | -16.9% | 3.691% | |
8/12/2025 | CreativeOne Wealth LLC | 28,178 | $849K | 0.0% | -1.4% | 0.854% | |
8/8/2025 | Cetera Investment Advisers | 360,162 | $10.86M | 0.0% | -9.2% | 10.914% | |
8/1/2025 | GWN Securities Inc. | 23,699 | $714K | 0.1% | +1.4% | 0.718% | |
8/1/2025 | Brookwood Investment Group LLC | 50,782 | $1.53M | 0.2% | +12.3% | 1.539% | |
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8/1/2025 | Envestnet Asset Management Inc. | 10,530 | $317K | 0.0% | -13.4% | 0.319% | |
7/30/2025 | Brookstone Capital Management | 29,347 | $885K | 0.0% | +4.2% | 0.889% | |
7/28/2025 | Sterling Financial Planning Inc. | 261,717 | $7.89M | 2.6% | +4.7% | 7.931% | |
7/25/2025 | CWM LLC | 32,112 | $968K | 0.0% | +10.1% | 0.973% | |
7/24/2025 | IFP Advisors Inc | 9,752 | $294K | 0.0% | +6.0% | 0.296% | |
7/8/2025 | Gradient Investments LLC | 20,078 | $605K | 0.0% | N/A | 0.608% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 2,147,157 | $60.61M | 15.1% | N/A | 64.479% | |
5/15/2025 | OLD Mission Capital LLC | 30,889 | $872K | 0.0% | -18.9% | 0.928% | |
5/14/2025 | CreativeOne Wealth LLC | 28,583 | $807K | 0.0% | -21.0% | 0.858% | |
5/14/2025 | JT Stratford LLC | 7,355 | $208K | 0.0% | N/A | 0.221% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 146,522 | $4.14M | 0.0% | -12.8% | 4.400% | |
5/13/2025 | HighTower Advisors LLC | 390,203 | $11.02M | 0.0% | +3,705.7% | 11.718% | |
5/9/2025 | Encompass More Asset Management | 38,438 | $1.09M | 0.3% | +45.9% | 0.598% | |
5/6/2025 | Cetera Investment Advisers | 396,763 | $11.20M | 0.0% | -14.7% | 6.170% | |
5/6/2025 | Brookwood Investment Group LLC | 45,219 | $1.28M | 0.2% | N/A | 0.703% | |
5/6/2025 | AE Wealth Management LLC | 1,601 | $45K | 0.0% | -68.7% | 0.025% | |
5/5/2025 | IFP Advisors Inc | 9,200 | $260K | 0.0% | N/A | 0.143% | |
5/1/2025 | CWM LLC | 29,174 | $824K | 0.0% | +47.1% | 0.454% | |
5/1/2025 | Crosspoint Financial LLC | 17,400 | $491K | 1.4% | N/A | 0.271% | |
4/30/2025 | Vestia Personal Wealth Advisors | 7,573 | $214K | 0.2% | -18.2% | 0.118% | |
4/29/2025 | Sterling Financial Planning Inc. | 249,942 | $7.06M | 2.6% | +8.7% | 3.887% | |
4/14/2025 | Millington Financial Advisors LLC | 46,113 | $1.26M | 0.8% | +88.9% | 1.364% | |
3/12/2025 | Centaurus Financial Inc. | 63,874 | $1.84M | 0.1% | -27.7% | 1.936% | |
2/18/2025 | Sunbelt Securities Inc. | 57,594 | $1.66M | 0.1% | -9.8% | 1.655% | |
2/18/2025 | Orion Capital Management LLC | 7,381 | $212K | 0.1% | -41.9% | 0.212% | |
2/17/2025 | Wolverine Trading LLC | 7,280 | $209K | 0.0% | N/A | 0.209% | |
2/17/2025 | Snowden Capital Advisors LLC | 52,400 | $1.51M | 0.0% | -6.9% | 1.506% | |
2/17/2025 | Cetera Investment Advisers | 465,334 | $13.39M | 0.0% | -14.7% | 13.372% | |
2/14/2025 | Jane Street Group LLC | 28,609 | $823K | 0.0% | N/A | 0.822% | |
2/13/2025 | Barclays PLC | 6,590 | $190K | 0.0% | -5.7% | 0.189% | |
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2/13/2025 | Envestnet Asset Management Inc. | 12,092 | $348K | 0.0% | +49.0% | 0.347% | |
2/12/2025 | OLD Mission Capital LLC | 38,110 | $1.10M | 0.0% | -58.5% | 1.095% | |
2/12/2025 | JPMorgan Chase & Co. | 6,561 | $189K | 0.0% | N/A | 0.189% | |
2/10/2025 | GWN Securities Inc. | 12,921 | $372K | 0.1% | N/A | 0.371% | |
2/10/2025 | Commonwealth Equity Services LLC | 33,891 | $975K | 0.0% | -25.7% | 0.974% | |
2/7/2025 | HighTower Advisors LLC | 10,253 | $295K | 0.0% | N/A | 0.295% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 89,710 | $2.58M | 0.5% | -1.4% | 2.578% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 168,041 | $4.84M | 0.0% | -0.4% | 4.829% | |
2/4/2025 | Millington Financial Advisors LLC | 24,406 | $711K | 0.4% | -87.4% | 0.701% | |
2/3/2025 | Sterling Financial Planning Inc. | 230,013 | $6.62M | 2.4% | +3.6% | 6.610% | |
1/27/2025 | Vestia Personal Wealth Advisors | 9,255 | $266K | 0.2% | -11.2% | 0.266% | |
1/21/2025 | Encompass More Asset Management | 26,347 | $758K | 0.2% | +63.7% | 0.757% | |
1/17/2025 | Global Trust Asset Management LLC | 15,000 | $432K | 0.2% | -9.1% | 0.431% | |
1/13/2025 | Brookstone Capital Management | 13,910 | $400K | 0.0% | -58.7% | 0.400% | |
12/2/2024 | Capasso Planning Partners LLC | 27,973 | $793K | 0.2% | -75.7% | 0.804% | |
11/19/2024 | Barclays PLC | 6,992 | $198K | 0.0% | N/A | 0.201% | |
11/18/2024 | Sunbelt Securities Inc. | 63,876 | $1.81M | 0.2% | -1.7% | 1.836% | |
11/15/2024 | Barclays PLC | 6,992 | $198K | 0.0% | N/A | 0.201% | |
11/14/2024 | Encompass More Asset Management | 16,095 | $456K | 0.2% | N/A | 0.463% | |
11/12/2024 | Centaurus Financial Inc. | 88,289 | $2.50M | 0.2% | -6.6% | 2.537% | |
10/8/2024 | CWM LLC | 9,546 | $271K | 0.0% | +4,924.2% | 0.274% | |
10/8/2024 | Brookstone Capital Management | 33,681 | $955K | 0.0% | -70.3% | 0.968% | |
9/23/2024 | Centaurus Financial Inc. | 94,574 | $2.62M | 0.2% | -8.1% | 2.718% | |
8/22/2024 | Cetera Investment Advisers | 503,675 | $13.94M | 0.0% | -1.5% | 14.473% | |
8/16/2024 | Sunbelt Securities Inc. | 64,992 | $1.80M | 0.2% | +2.6% | 1.868% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 92,695 | $2.57M | 0.5% | -0.7% | 2.664% | |
7/31/2024 | Commonwealth Equity Services LLC | 48,724 | $1.35M | 0.0% | -1.8% | 1.400% | |
7/30/2024 | Sterling Financial Planning Inc. | 208,997 | $5.78M | 2.3% | +10.2% | 6.006% | |
7/30/2024 | Millington Financial Advisors LLC | 218,184 | $6.04M | 4.2% | -2.2% | 6.270% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 70,749 | $1.96M | 0.0% | -33.7% | 2.033% | |
7/18/2024 | Brookstone Capital Management | 113,292 | $3.15M | 0.1% | +0.5% | 3.256% | |
5/24/2024 | Cetera Advisors LLC | 188,724 | $5.09M | 0.0% | N/A | 5.423% | |
5/24/2024 | Cetera Investment Advisers | 511,593 | $13.80M | 0.0% | +187.6% | 14.701% | |
5/14/2024 | First Commonwealth Financial Corp PA | 28,605 | $771K | 0.2% | -80.2% | 0.822% | |
5/14/2024 | CreativeOne Wealth LLC | 36,719 | $990K | 0.0% | +104.4% | 1.055% | |
5/11/2024 | Orion Capital Management LLC | 10,721 | $289K | 0.2% | +10.3% | 0.308% | |
4/30/2024 | Arkadios Wealth Advisors | 8,714 | $235K | 0.0% | N/A | 0.250% | |
4/30/2024 | Commonwealth Equity Services LLC | 49,608 | $1.34M | 0.0% | -66.1% | 1.397% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 106,726 | $2.88M | 0.0% | -14.9% | 3.006% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 93,366 | $2.52M | 0.5% | -0.5% | 2.630% | |
4/24/2024 | Capasso Planning Partners LLC | 135,144 | $3.65M | 1.5% | +3.9% | 3.807% | |
4/15/2024 | Brookstone Capital Management | 112,703 | $3.04M | 0.1% | +918.3% | 3.175% | |
4/15/2024 | Sunbelt Securities Inc. | 63,362 | $1.71M | 0.2% | -48.2% | 1.785% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 2,685 | $72K | 0.0% | +17.0% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 123,515 | $3.18M | 0.2% | -8.4% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 213,545 | $5.50M | 0.0% | -0.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 152,830 | $3.94M | 0.1% | +18.0% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 125,471 | $3.23M | 0.0% | -13.2% | 0.000% | |
2/9/2024 | CreativeOne Wealth LLC | 17,962 | $463K | 0.0% | N/A | 0.000% | |
2/7/2024 | Arlington Capital Management Inc. | 11,431 | $294K | 0.3% | N/A | 0.000% | |
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2/6/2024 | Orion Capital Management LLC | 9,721 | $250K | 0.1% | +203.8% | 0.000% | |
2/1/2024 | Millington Financial Advisors LLC | 16,608 | $428K | 0.3% | +101.0% | 0.000% | |
1/31/2024 | Sterling Financial Planning Inc. | 156,424 | $4.03M | 1.7% | +25.3% | 0.000% | |
1/26/2024 | Capasso Planning Partners LLC | 130,061 | $3.35M | 1.6% | N/A | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 93,875 | $2.42M | 0.6% | -0.5% | 0.000% | |
1/11/2024 | Brookstone Capital Management | 11,068 | $285K | 0.0% | N/A | 0.000% | |
12/11/2023 | Sunbelt Securities Inc. | 142,150 | $3.52M | 0.5% | -5.7% | 0.000% | |
11/16/2023 | Orion Capital Management LLC | 3,200 | $79K | 0.1% | N/A | 0.000% | |
11/15/2023 | WealthPlan Investment Management LLC | 9,970 | $247K | 0.0% | N/A | 0.000% | |
11/9/2023 | WealthPlan Investment Management LLC | 9,970 | $247K | 0.0% | N/A | 0.000% | |