10/31/2024 | Concurrent Investment Advisors LLC | 79,562 | $2.84M | 0.1% | -49.3% | 3.315% | |
10/22/2024 | International Assets Investment Management LLC | 106,103 | $3.79M | 0.0% | +3,977.7% | 4.421% | |
10/11/2024 | Iams Wealth Management LLC | 5,748 | $205K | 0.1% | N/A | 0.240% | |
8/22/2024 | Cetera Investment Advisers | 32,323 | $1.10M | 0.0% | -2.4% | 1.347% | |
8/12/2024 | SkyOak Wealth LLC | 11,636 | $394K | 0.1% | -5.9% | 0.485% | |
7/31/2024 | Concurrent Investment Advisors LLC | 157,041 | $5.32M | 0.2% | N/A | 6.543% | |
|
7/30/2024 | International Assets Investment Management LLC | 2,602 | $88K | 0.0% | N/A | 0.108% | |
7/19/2024 | Raymond James & Associates | 92,731 | $3.14M | 0.0% | +43.7% | 3.864% | |
7/10/2024 | CWM LLC | 55,810 | $1.89M | 0.0% | +4,896.4% | 2.325% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 121,042 | $4.13M | 0.8% | N/A | 5.043% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,838 | $165K | 0.0% | -34.6% | 0.206% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 11,980 | $395K | 0.3% | -2.6% | 0.510% | |
4/22/2024 | American Financial Advisors LLC | 23,251 | $793K | 0.1% | -21.7% | 0.989% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,226 | $41K | 0.0% | N/A | 0.038% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 7,393 | $246K | 0.0% | +7.9% | 0.231% | |
2/6/2024 | Concentrum Wealth Management | 15,351 | $512K | 0.0% | -2.6% | 0.480% | |
2/2/2024 | Truist Financial Corp | 27,886 | $929K | 0.0% | N/A | 0.871% | |
2/1/2024 | CWM LLC | 1,307 | $44K | 0.0% | +220.3% | 0.041% | |
1/31/2024 | American Financial Advisors LLC | 29,709 | $990K | 0.1% | -30.5% | 0.928% | |
1/25/2024 | International Assets Investment Management LLC | 86,713 | $2.89M | 0.0% | N/A | 2.710% | |
1/25/2024 | Retireful LLC | 89,218 | $2.97M | 1.3% | N/A | 2.788% | |
1/24/2024 | International Assets Investment Management LLC | 86,713 | $2.89M | 0.0% | N/A | 2.710% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,602 | $1.09M | 0.0% | -8.1% | 1.019% | |
1/16/2024 | Raymond James & Associates | 66,776 | $2.23M | 0.0% | -1.8% | 2.087% | |
1/12/2024 | SkyOak Wealth LLC | 12,366 | $412K | 0.1% | -3.5% | 0.386% | |
11/13/2023 | LPL Financial LLC | 157,287 | $4.89M | 0.0% | -24.1% | 4.915% | |
11/13/2023 | Kestra Advisory Services LLC | 15,944 | $495K | 0.0% | -34.8% | 0.498% | |
11/8/2023 | D.A. Davidson & CO. | 9,608 | $299K | 0.0% | -43.8% | 0.300% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 13,212 | $410K | 0.4% | -6.0% | 0.413% | |
11/1/2023 | Csenge Advisory Group | 8,279 | $257K | 0.0% | -8.4% | 0.259% | |
10/24/2023 | SkyOak Wealth LLC | 12,816 | $398K | 0.1% | -5.6% | 0.401% | |
10/24/2023 | Stratos Wealth Partners LTD. | 13,664 | $425K | 0.0% | +6.4% | 0.427% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 35,480 | $1.10M | 0.0% | -2.5% | 1.109% | |
10/24/2023 | Raymond James & Associates | 67,997 | $2.11M | 0.0% | -26.2% | 2.125% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,362 | $695K | 0.0% | -16.3% | 0.699% | |
8/11/2023 | Kestra Advisory Services LLC | 24,464 | $799K | 0.0% | -68.7% | 0.765% | |
8/11/2023 | Guggenheim Capital LLC | 42,897 | $1.40M | 0.0% | -1.4% | 1.341% | |
8/10/2023 | Osaic Holdings Inc. | 90,762 | $2.97M | 0.0% | -14.2% | 2.836% | |
8/10/2023 | Cetera Advisor Networks LLC | 14,097 | $460K | 0.0% | -4.5% | 0.441% | |
8/4/2023 | Envestnet Asset Management Inc. | 34,254 | $1.12M | 0.0% | -54.4% | 1.038% | |
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8/4/2023 | Cottonwood Capital Advisors LLC | 14,053 | $459K | 0.4% | -2.6% | 0.426% | |
8/2/2023 | Bank of Montreal Can | 55,083 | $1.80M | 0.0% | N/A | 1.669% | |
7/31/2023 | LPL Financial LLC | 207,324 | $6.77M | 0.0% | -47.2% | 6.283% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 36,402 | $1.19M | 0.0% | -8.8% | 1.103% | |
7/25/2023 | Raymond James & Associates | 92,104 | $3.01M | 0.0% | -4.8% | 2.791% | |
7/20/2023 | Csenge Advisory Group | 9,037 | $295K | 0.0% | -13.9% | 0.274% | |
7/18/2023 | Stratos Wealth Partners LTD. | 12,841 | $419K | 0.0% | +2.8% | 0.389% | |
7/13/2023 | American Financial Advisors LLC | 52,788 | $1.72M | 0.3% | -18.4% | 1.600% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 26,732 | $873K | 0.0% | -10.5% | 0.810% | |
5/11/2023 | Guggenheim Capital LLC | 43,487 | $1.39M | 0.0% | -1.4% | 1.191% | |
5/10/2023 | LPL Financial LLC | 392,873 | $12.54M | 0.0% | -10.0% | 10.764% | |
5/3/2023 | Concentrum Wealth Management | 15,797 | $504K | 0.4% | -2.0% | 0.433% | |
5/2/2023 | SkyOak Wealth LLC | 13,576 | $433K | 0.1% | -3.3% | 0.372% | |
5/1/2023 | Csenge Advisory Group | 10,500 | $335K | 0.0% | -41.4% | 0.288% | |
4/27/2023 | Stratos Wealth Partners LTD. | 12,491 | $399K | 0.0% | -6.4% | 0.342% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 6,805 | $217K | 0.0% | -10.4% | 0.186% | |
4/25/2023 | Foundations Investment Advisors LLC | 60,809 | $1.94M | 0.1% | +8.8% | 1.666% | |
4/25/2023 | D.A. Davidson & CO. | 16,933 | $540K | 0.0% | +3.1% | 0.464% | |
4/18/2023 | American Financial Advisors LLC | 64,683 | $2.06M | 0.3% | -5.5% | 1.772% | |
4/18/2023 | First Hawaiian Bank | 77,535 | $2.47M | 0.1% | N/A | 2.124% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 39,925 | $1.27M | 0.0% | -61.8% | 1.094% | |
4/14/2023 | Raymond James & Associates | 96,714 | $3.09M | 0.0% | -17.3% | 2.650% | |
2/14/2023 | Tyler Stone Wealth Management | 2,925 | $93K | 0.1% | -66.8% | 0.050% | |
2/13/2023 | GeoWealth Management LLC | 40,753 | $1.29M | 0.1% | N/A | 0.697% | |
2/10/2023 | Continuum Advisory LLC | 8,883 | $282K | 0.1% | -96.8% | 0.152% | |
2/10/2023 | Advisor Group Holdings Inc. | 114,031 | $3.61M | 0.0% | -7.7% | 1.949% | |
2/10/2023 | PNC Financial Services Group Inc. | 36,495 | $1.16M | 0.0% | +888.5% | 0.624% | |
2/9/2023 | Elequin Securities LLC | 7,054 | $224K | 0.1% | -21.2% | 0.121% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 104,583 | $3.31M | 0.0% | -9.3% | 1.788% | |
2/8/2023 | Raymond James & Associates | 116,926 | $3.71M | 0.0% | +21.1% | 1.999% | |
2/8/2023 | Belpointe Asset Management LLC | 2,810 | $89K | 0.0% | N/A | 0.048% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 34,329 | $1.09M | 0.0% | +14.2% | 0.587% | |
2/7/2023 | Paul Damon & Associates Inc. | 23,084 | $732K | 0.5% | N/A | 0.395% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,673 | $274K | 0.0% | -7.3% | 0.148% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 7,596 | $241K | 0.0% | -81.8% | 0.130% | |
2/7/2023 | LPL Financial LLC | 436,627 | $13.84M | 0.0% | -4.1% | 7.464% | |
2/7/2023 | IFP Advisors Inc | 1,563 | $48K | 0.0% | +66.5% | 0.027% | |
2/7/2023 | Envestnet Asset Management Inc. | 189,734 | $6.01M | 0.0% | +67.6% | 3.243% | |
2/3/2023 | D.A. Davidson & CO. | 16,430 | $521K | 0.0% | +6.7% | 0.281% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 9,188 | $291K | 0.0% | -89.0% | 0.157% | |
1/31/2023 | Kestra Advisory Services LLC | 15,938 | $505K | 0.0% | N/A | 0.272% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 10,522 | $333K | 0.0% | +44.3% | 0.180% | |
1/30/2023 | Columbia Advisory Partners LLC | 6,495 | $206K | 0.2% | -9.1% | 0.111% | |
1/26/2023 | American Financial Advisors LLC | 68,451 | $2.17M | 0.4% | -3.6% | 1.170% | |
1/24/2023 | Park Avenue Securities LLC | 6,591 | $209K | 0.0% | N/A | 0.113% | |
1/11/2023 | Foundations Investment Advisors LLC | 55,890 | $1.77M | 0.1% | +39.9% | 0.955% | |
12/13/2022 | Elequin Capital LP | 8,953 | $279K | 0.1% | +523.0% | 0.153% | |
11/15/2022 | Signature Securities Group Corporation | 1,381 | $43K | 0.0% | N/A | 0.024% | |
11/15/2022 | Pensionmark Financial Group LLC | 6,950 | $217K | 0.1% | -6.7% | 0.119% | |
11/14/2022 | Guggenheim Capital LLC | 46,057 | $1.44M | 0.0% | +43.2% | 0.787% | |
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11/14/2022 | MML Investors Services LLC | 13,185 | $411K | 0.0% | -8.5% | 0.225% | |
11/10/2022 | Envestnet Asset Management Inc. | 113,180 | $3.53M | 0.0% | +199.9% | 1.935% | |
11/10/2022 | Nomura Asset Management Co. Ltd. | 9,021 | $281K | 0.0% | N/A | 0.154% | |
11/10/2022 | Elequin Capital LP | 8,953 | $279K | 0.2% | +523.0% | 0.153% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 13,396 | $417K | 0.0% | -28.2% | 0.229% | |
11/8/2022 | Continuum Advisory LLC | 275,141 | $8.57M | 1.5% | +11.0% | 4.703% | |
11/7/2022 | D.A. Davidson & CO. | 15,405 | $480K | 0.0% | N/A | 0.263% | |
11/2/2022 | Rockefeller Capital Management L.P. | 76,995 | $2.40M | 0.0% | N/A | 1.316% | |
11/1/2022 | Cottonwood Capital Advisors LLC | 14,319 | $446K | 0.4% | +17.5% | 0.245% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 41,669 | $1.30M | 0.1% | +5.8% | 0.712% | |