8/1/2025 | Transcend Capital Advisors LLC | 11,213 | $582K | 0.0% | -60.3% | 0.057% | |
7/22/2025 | Duncan Williams Asset Management LLC | 110,557 | $5.74M | 0.9% | N/A | 0.591% | |
7/22/2025 | Kickstand Ventures LLC. | 110,557 | $5.74M | 1.3% | +2.2% | 0.591% | |
7/9/2025 | Bulwark Capital Corp | 10,085 | $524K | 0.4% | N/A | 0.056% | |
5/9/2025 | Cary Street Partners Financial LLC | 31,062 | $1.61M | 0.1% | -1.4% | 0.202% | |
5/9/2025 | Kickstand Ventures LLC. | 108,202 | $5.60M | 1.4% | N/A | 0.703% | |
5/5/2025 | IFP Advisors Inc | 28,216 | $1.46M | 0.0% | +89.7% | 0.183% | |
4/24/2025 | Sunbelt Securities Inc. | 5,732 | $297K | 0.0% | N/A | 0.038% | |
4/24/2025 | Transcend Capital Advisors LLC | 28,215 | $1.46M | 0.1% | +3.4% | 0.186% | |
4/9/2025 | NBC Securities Inc. | 1,431 | $74K | 0.0% | +143,000.0% | 0.009% | |
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2/17/2025 | Colonial Trust Co SC | 4,877 | $252K | 0.0% | -29.9% | 0.037% | |
2/17/2025 | Cary Street Partners Financial LLC | 31,512 | $1.63M | 0.1% | N/A | 0.241% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 83,782 | $4.35M | 0.2% | +13.0% | 0.640% | |
2/12/2025 | JPMorgan Chase & Co. | 123,704 | $6.40M | 0.0% | -10.2% | 0.944% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 500 | $26K | 0.0% | N/A | 0.004% | |
2/4/2025 | IFP Advisors Inc | 14,876 | $770K | 0.0% | +1.3% | 0.115% | |
2/3/2025 | First Horizon Advisors Inc. | 1,187 | $61K | 0.0% | -29.8% | 0.009% | |
2/3/2025 | Transcend Capital Advisors LLC | 27,275 | $1.41M | 0.1% | -38.4% | 0.211% | |
1/13/2025 | PSI Advisors LLC | 916 | $47K | 0.0% | +76.2% | 0.007% | |
12/26/2024 | JPMorgan Chase & Co. | 137,819 | $7.16M | 0.0% | +152.3% | 1.264% | |
11/15/2024 | Aureus Asset Management LLC | 48,502 | $2.52M | 0.2% | +482.9% | 0.445% | |
11/14/2024 | Flow Traders U.S. LLC | 33,734 | $1.75M | 0.1% | -61.8% | 0.309% | |
11/12/2024 | Icon Wealth Advisors LLC | 10,287 | $535K | 0.0% | -18.7% | 0.094% | |
11/8/2024 | First Horizon Advisors Inc. | 1,690 | $88K | 0.0% | +45.7% | 0.016% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 74,123 | $3.85M | 0.2% | +4.7% | 0.780% | |
10/9/2024 | Freestate Advisors LLC | 4,964 | $258K | 0.3% | N/A | 0.052% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 19,172 | $996K | 0.1% | +71.8% | 0.202% | |
10/8/2024 | Brookstone Capital Management | 143,924 | $7.48M | 0.1% | +3.5% | 1.515% | |
10/3/2024 | Park Avenue Securities LLC | 54,521 | $2.83M | 0.0% | +43.5% | 0.708% | |
8/22/2024 | Cetera Investment Advisers | 37,301 | $1.94M | 0.0% | N/A | 0.484% | |
8/21/2024 | Truist Financial Corp | 23,537 | $1.22M | 0.0% | N/A | 0.306% | |
8/16/2024 | High Falls Advisors Inc | 9,854 | $512K | 0.1% | N/A | 0.128% | |
8/16/2024 | Invst LLC | 11,131 | $576K | 0.1% | N/A | 0.145% | |
8/10/2024 | Axxcess Wealth Management LLC | 20,725 | $1.08M | 0.0% | N/A | 0.269% | |
8/9/2024 | SigFig Wealth Management LLC | 4,571 | $237K | 0.0% | N/A | 0.059% | |
8/9/2024 | Ocean Park Asset Management LLC | 25,200 | $1.31M | 0.1% | +265.2% | 0.327% | |
8/8/2024 | Envestnet Asset Management Inc. | 822,748 | $42.73M | 0.0% | N/A | 10.685% | |
8/8/2024 | Oppenheimer & Co. Inc. | 36,293 | $1.89M | 0.0% | N/A | 0.471% | |
8/6/2024 | Ausdal Financial Partners Inc. | 6,142 | $319K | 0.0% | N/A | 0.080% | |
8/6/2024 | Chris Bulman Inc | 2,823 | $147K | 0.1% | N/A | 0.037% | |
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8/5/2024 | LGT Financial Advisors LLC | 2,195 | $114K | 0.2% | N/A | 0.029% | |
8/1/2024 | Family Asset Management LLC | 19,547 | $1.02M | 0.7% | N/A | 0.254% | |
7/31/2024 | Commonwealth Equity Services LLC | 156,673 | $8.14M | 0.0% | N/A | 2.117% | |
7/30/2024 | Elwood & Goetz Wealth Advisory Group LLC | 22,248 | $1.16M | 0.3% | N/A | 0.301% | |
7/30/2024 | Heritage Family Offices LLP | 17,829 | $926K | 0.5% | N/A | 0.232% | |
7/29/2024 | Ameritas Advisory Services LLC | 22,900 | $1.19M | 0.0% | N/A | 0.309% | |
7/24/2024 | JB Capital LLC | 18,342 | $953K | 0.1% | N/A | 0.278% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 70,815 | $3.68M | 0.2% | N/A | 1.073% | |
7/22/2024 | Atria Wealth Solutions Inc. | 18,740 | $973K | 0.0% | N/A | 0.284% | |
7/22/2024 | Fifth Third Bancorp | 10,472 | $544K | 0.0% | N/A | 0.159% | |
7/22/2024 | Pallas Capital Advisors LLC | 155,627 | $8.07M | 0.3% | +16.1% | 2.432% | |
7/20/2024 | First Horizon Advisors Inc. | 1,160 | $60K | 0.0% | N/A | 0.018% | |
7/19/2024 | Toews Corp ADV | 38,500 | $2M | 0.3% | -7.9% | 0.602% | |
7/18/2024 | Brookstone Capital Management | 139,016 | $7.21M | 0.1% | N/A | 2.172% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 73,523 | $3.82M | 0.0% | N/A | 1.167% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,955 | $413K | 0.0% | +10.8% | 0.126% | |
7/16/2024 | Cox Capital Mgt LLC | 11,329 | $588K | 0.4% | N/A | 0.180% | |
7/12/2024 | Diversify Advisory Services LLC | 12,343 | $639K | 0.0% | N/A | 0.202% | |
7/9/2024 | Park Avenue Securities LLC | 37,997 | $1.97M | 0.0% | N/A | 0.623% | |
7/2/2024 | Transcend Capital Advisors LLC | 27,042 | $1.41M | 0.1% | +45.8% | 0.644% | |
5/20/2024 | Adams Wealth Management | 190,638 | $9.86M | 2.4% | +19.2% | 4.539% | |
5/17/2024 | Comerica Bank | 9,025 | $467K | 0.0% | N/A | 0.215% | |
4/18/2024 | Toews Corp ADV | 41,800 | $2.16M | 0.4% | N/A | 1.020% | |
2/12/2024 | Adams Wealth Management | 159,993 | $8.20M | 2.4% | +6.5% | 10.000% | |
2/2/2024 | Private Wealth Partners LLC | 11,000 | $564K | 0.0% | N/A | 0.688% | |
1/22/2024 | Pallas Capital Advisors LLC | 29,781 | $1.53M | 0.1% | +66.6% | 2.291% | |
1/16/2024 | Wealthsource Partners LLC | 11,118 | $570K | 0.0% | +37.1% | 0.855% | |
11/13/2023 | Wright Fund Management LLC | 6,900 | $354K | 0.0% | N/A | 0.627% | |
11/13/2023 | Wealthsource Partners LLC | 8,110 | $416K | 0.0% | N/A | 0.737% | |
9/1/2023 | Portside Wealth Group LLC | 7,532 | $383K | 0.0% | N/A | 0.942% | |
8/11/2023 | Schroder Investment Management Group | 16,348 | $832K | 0.0% | N/A | 2.044% | |
8/9/2023 | Flow Traders U.S. LLC | 26,075 | $1.33M | 0.1% | N/A | 3.259% | |
8/2/2023 | Bank of Montreal Can | 11,573 | $589K | 0.0% | N/A | 1.447% | |
8/1/2023 | Portside Wealth Group LLC | 7,532 | $383K | 0.0% | N/A | 0.942% | |