4/2/2025 | Marcum Wealth LLC | 22,997 | $497K | 0.0% | -97.6% | 0.286% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,323 | $674K | 0.0% | N/A | 0.387% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 448,070 | $9.63M | 6.4% | -57.1% | 5.601% | |
2/17/2025 | Nuveen Asset Management LLC | 17,036 | $366K | 0.0% | +35.9% | 0.160% | |
2/17/2025 | Clark Capital Management Group Inc. | 65,657 | $1.41M | 0.0% | +107.7% | 0.616% | |
2/17/2025 | Cetera Investment Advisers | 112,998 | $2.43M | 0.0% | +38.7% | 1.061% | |
2/17/2025 | Bank of America Corp DE | 676,511 | $14.55M | 0.0% | +61.3% | 6.352% | |
2/14/2025 | IHT Wealth Management LLC | 10,568 | $227K | 0.0% | N/A | 0.099% | |
2/13/2025 | Keystone Financial Group | 188,899 | $4.12M | 0.4% | N/A | 1.774% | |
2/13/2025 | Rockefeller Capital Management L.P. | 34,500 | $742K | 0.0% | -10.4% | 0.324% | |
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2/13/2025 | Envestnet Asset Management Inc. | 280,721 | $6.04M | 0.0% | +72.2% | 2.636% | |
2/12/2025 | Maridea Wealth Management LLC | 41,509 | $893K | 0.3% | N/A | 0.390% | |
2/12/2025 | Ausdal Financial Partners Inc. | 17,179 | $369K | 0.0% | -3.9% | 0.161% | |
2/11/2025 | LPL Financial LLC | 272,966 | $5.87M | 0.0% | +120.0% | 2.563% | |
2/10/2025 | Harbour Investments Inc. | 14,134 | $304K | 0.0% | -21.5% | 0.133% | |
2/10/2025 | Commonwealth Equity Services LLC | 166,204 | $3.58M | 0.0% | +8.0% | 1.561% | |
2/7/2025 | HighTower Advisors LLC | 81,811 | $1.76M | 0.0% | -9.0% | 0.768% | |
2/6/2025 | Proficio Capital Partners LLC | 106,545 | $2.29M | 0.0% | N/A | 1.000% | |
2/6/2025 | Investment Partners LTD. | 51,326 | $1.10M | 0.5% | N/A | 0.482% | |
2/5/2025 | Proficio Capital Partners LLC | 106,545 | $2.29M | 0.0% | N/A | 1.000% | |
1/30/2025 | Principal Securities Inc. | 24,504 | $527K | 0.0% | +157.3% | 0.230% | |
1/27/2025 | Hedeker Wealth LLC | 89,529 | $1.93M | 0.5% | +99.3% | 0.841% | |
1/24/2025 | Cross Staff Investments Inc | 30,000 | $645K | 0.5% | -14.3% | 0.282% | |
1/24/2025 | SimpliFi Inc. | 30,453 | $655K | 0.3% | -3.9% | 0.286% | |
1/17/2025 | Madrona Financial Services LLC | 23,718 | $510K | 0.1% | -4.6% | 0.223% | |
1/17/2025 | Riverbridge Partners LLC | 11,095 | $239K | 0.0% | N/A | 0.104% | |
1/14/2025 | Park Avenue Securities LLC | 36,836 | $792K | 0.0% | +113.7% | 0.346% | |
1/13/2025 | Marcum Wealth LLC | 946,502 | $20.36M | 1.8% | +4.9% | 8.887% | |
1/3/2025 | GAMMA Investing LLC | 1,612 | $35K | 0.0% | -42.3% | 0.015% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 1,044,723 | $24.21M | 16.1% | +6.5% | 9.810% | |
11/15/2024 | MML Investors Services LLC | 29,075 | $674K | 0.0% | +92.1% | 0.273% | |
11/15/2024 | HighTower Advisors LLC | 89,916 | $2.09M | 0.0% | -3.0% | 0.844% | |
11/5/2024 | Harbour Investments Inc. | 18,016 | $417K | 0.0% | -2.8% | 0.169% | |
10/25/2024 | Hedeker Wealth LLC | 44,926 | $1.04M | 0.3% | +12.7% | 0.422% | |
10/23/2024 | SimpliFi Inc. | 31,681 | $734K | 0.3% | +1.4% | 0.297% | |
10/11/2024 | VitalStone Financial LLC | 50,504 | $1.17M | 0.8% | +25.0% | 0.474% | |
10/9/2024 | Marcum Wealth LLC | 902,599 | $20.91M | 1.9% | -1.4% | 8.475% | |
10/7/2024 | GAMMA Investing LLC | 2,794 | $65K | 0.0% | N/A | 0.026% | |
10/3/2024 | Park Avenue Securities LLC | 17,241 | $399K | 0.0% | -62.9% | 0.162% | |
8/22/2024 | Cetera Investment Advisers | 109,683 | $2.41M | 0.0% | +6.8% | 1.030% | |
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8/8/2024 | Envestnet Asset Management Inc. | 341,989 | $7.53M | 0.0% | +22.3% | 3.211% | |
8/8/2024 | Sykon Capital LLC | 111,807 | $2.46M | 0.9% | +13.2% | 1.050% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,828 | $106K | 0.0% | N/A | 0.045% | |
8/6/2024 | Ausdal Financial Partners Inc. | 19,157 | $422K | 0.0% | +88.7% | 0.180% | |
8/6/2024 | Fidelity D & D Bancorp Inc. | 980,975 | $21.59M | 16.4% | +2.2% | 9.211% | |
7/26/2024 | WealthShield Partners LLC | 9,168 | $202K | 0.0% | +16.7% | 0.086% | |
7/26/2024 | Harbour Investments Inc. | 18,527 | $408K | 0.0% | -3.2% | 0.174% | |
7/25/2024 | SimpliFi Inc. | 31,232 | $687K | 0.3% | +2.3% | 0.293% | |
7/20/2024 | Madrona Financial Services LLC | 24,851 | $547K | 0.2% | +21.2% | 0.233% | |
7/19/2024 | Hedeker Wealth LLC | 39,869 | $878K | 0.3% | -6.6% | 0.374% | |
7/15/2024 | Aspire Private Capital LLC | 1,742 | $38K | 0.0% | +74.2% | 0.016% | |
7/9/2024 | Park Avenue Securities LLC | 46,514 | $1.02M | 0.0% | +24.4% | 0.437% | |
7/2/2024 | Marcum Wealth LLC | 915,132 | $20.14M | 2.0% | -1.7% | 8.593% | |
5/24/2024 | Cetera Investment Advisers | 102,747 | $2.22M | 0.0% | +353.2% | 0.965% | |
5/6/2024 | VitalStone Financial LLC | 40,707 | $881K | 0.7% | -46.4% | 0.382% | |
4/30/2024 | Private Advisor Group LLC | 24,089 | $522K | 0.0% | N/A | 0.226% | |
4/19/2024 | Hedeker Wealth LLC | 42,681 | $924K | 0.3% | -11.4% | 0.393% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 959,854 | $20.78M | 15.6% | +5.6% | 8.847% | |
4/10/2024 | Marcum Wealth LLC | 931,136 | $20.16M | 2.0% | +4.5% | 9.482% | |
4/10/2024 | Park Avenue Securities LLC | 37,403 | $810K | 0.0% | +24.4% | 0.381% | |
2/14/2024 | VitalStone Financial LLC | 75,949 | $1.61M | 1.3% | -1.6% | 0.773% | |
2/9/2024 | UBS Group AG | 1,861,555 | $39.43M | 0.0% | -1.7% | 18.957% | |
2/7/2024 | Principal Securities Inc. | 24,654 | $522K | 0.0% | N/A | 0.251% | |
2/6/2024 | Sykon Capital LLC | 38,414 | $814K | 0.3% | N/A | 0.391% | |
2/6/2024 | Aveo Capital Partners LLC | 9,707 | $206K | 0.0% | N/A | 0.099% | |
1/30/2024 | SFI Advisors LLC | 10,078 | $213K | 0.2% | N/A | 0.103% | |
1/25/2024 | Madrona Financial Services LLC | 20,510 | $434K | 0.2% | +8.7% | 0.209% | |
1/24/2024 | Hedeker Wealth LLC | 48,156 | $1.02M | 0.3% | +1.2% | 0.490% | |
1/23/2024 | WealthShield Partners LLC | 9,651 | $204K | 0.0% | +5.5% | 0.098% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 66,883 | $1.42M | 0.0% | -2.2% | 0.681% | |
1/12/2024 | Fidelity D & D Bancorp Inc. | 908,874 | $19.25M | 15.0% | N/A | 9.255% | |
1/10/2024 | Marcum Wealth LLC | 891,037 | $18.87M | 2.0% | +3.8% | 9.074% | |
11/16/2023 | VitalStone Financial LLC | 77,164 | $1.51M | 1.3% | N/A | 0.786% | |
11/13/2023 | Envestnet Asset Management Inc. | 210,761 | $3.98M | 0.0% | +25.4% | 2.146% | |
11/9/2023 | UBS Group AG | 1,892,838 | $35.78M | 0.0% | +9.2% | 19.275% | |
11/8/2023 | HighTower Advisors LLC | 113,631 | $2.15M | 0.0% | -6.1% | 1.157% | |
11/7/2023 | Hedeker Wealth LLC | 47,594 | $900K | 0.3% | +15.4% | 0.485% | |
11/3/2023 | Private Advisor Group LLC | 117,195 | $2.22M | 0.0% | N/A | 1.193% | |
10/25/2023 | WealthShield Partners LLC | 9,148 | $173K | 0.0% | -16.4% | 0.093% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 68,416 | $1.29M | 0.0% | -13.9% | 0.697% | |
10/17/2023 | Cross Staff Investments Inc | 35,000 | $662K | 0.6% | -10.3% | 0.356% | |
10/16/2023 | Legacy Capital Wealth Partners LLC | 106,676 | $2.02M | 0.6% | N/A | 1.086% | |
10/10/2023 | Marcum Wealth LLC | 858,107 | $16.22M | 1.9% | +7.5% | 8.738% | |
10/5/2023 | QP Wealth Management LLC | 54,333 | $1.03M | 1.8% | -10.3% | 0.553% | |
8/11/2023 | White Knight Strategic Wealth Advisors LLC | 9,907 | $209K | 0.2% | -47.7% | 0.101% | |
8/10/2023 | Cetera Advisor Networks LLC | 51,180 | $1.08M | 0.0% | -10.8% | 0.521% | |
8/10/2023 | Cetera Investment Advisers | 13,317 | $282K | 0.0% | -6.5% | 0.136% | |
8/9/2023 | Flow Traders U.S. LLC | 44,464 | $940K | 0.0% | N/A | 0.453% | |
8/8/2023 | Aveo Capital Partners LLC | 15,069 | $319K | 0.0% | -75.0% | 0.153% | |
8/7/2023 | Keystone Financial Group | 50,762 | $1.07M | 0.2% | N/A | 0.517% | |
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8/4/2023 | Envestnet Asset Management Inc. | 168,030 | $3.55M | 0.0% | -9.7% | 1.711% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 12,000 | $254K | 0.0% | N/A | 0.122% | |
8/3/2023 | WealthShield Partners LLC | 10,938 | $231K | 0.0% | -12.8% | 0.111% | |
7/31/2023 | LPL Financial LLC | 168,727 | $3.57M | 0.0% | -13.4% | 1.772% | |
7/26/2023 | Straight Path Wealth Management | 9,718 | $205K | 0.1% | -4.9% | 0.102% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 79,457 | $1.68M | 0.0% | -5.7% | 0.835% | |
7/21/2023 | Hedeker Wealth LLC | 41,253 | $872K | 0.3% | +46.3% | 0.433% | |
7/18/2023 | SimpliFi Inc. | 31,709 | $670K | 0.3% | +66.0% | 0.333% | |
7/14/2023 | Park Avenue Securities LLC | 29,739 | $629K | 0.0% | +35.4% | 0.312% | |
7/13/2023 | Marcum Wealth LLC | 798,058 | $16.87M | 2.0% | +7.1% | 8.383% | |