2/17/2025 | Second Line Capital LLC | 19,305 | $312K | 0.1% | +38.3% | 0.072% | |
2/17/2025 | Cetera Investment Advisers | 223,091 | $3.60M | 0.0% | +7.6% | 0.832% | |
2/17/2025 | Citadel Advisors LLC | 17,062 | $276K | 0.0% | -47.1% | 0.064% | |
2/17/2025 | Bank of America Corp DE | 543,339 | $8.78M | 0.0% | +0.9% | 2.027% | |
2/17/2025 | Ameriprise Financial Inc. | 609,196 | $9.84M | 0.0% | +25.4% | 2.273% | |
2/17/2025 | Aptus Capital Advisors LLC | 21,877 | $353K | 0.0% | +32.4% | 0.082% | |
2/14/2025 | Harvest Investment Services LLC | 101,059 | $1.63M | 0.4% | -11.4% | 0.377% | |
2/13/2025 | Rockefeller Capital Management L.P. | 44,338 | $716K | 0.0% | -19.6% | 0.165% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 43,295 | $699K | 0.1% | -26.4% | 0.162% | |
2/13/2025 | Bessemer Group Inc. | 9,140 | $148K | 0.0% | N/A | 0.034% | |
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2/13/2025 | Raymond James Financial Inc. | 303,686 | $4.91M | 0.0% | N/A | 1.133% | |
2/13/2025 | Advisory Services Network LLC | 10,546 | $170K | 0.0% | N/A | 0.039% | |
2/13/2025 | Envestnet Asset Management Inc. | 20,171 | $326K | 0.0% | +8.8% | 0.075% | |
2/13/2025 | Wells Fargo & Company MN | 366,410 | $5.92M | 0.0% | +4.3% | 1.367% | |
2/12/2025 | StoneX Group Inc. | 18,747 | $303K | 0.0% | -69.9% | 0.070% | |
2/11/2025 | LPL Financial LLC | 1,086,964 | $17.55M | 0.0% | +11.8% | 4.056% | |
2/10/2025 | Thrivent Financial for Lutherans | 45,947 | $742K | 0.0% | -16.9% | 0.171% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 13,029 | $214K | 0.2% | +14.1% | 0.049% | |
2/10/2025 | Rockport Wealth LLC | 93,481 | $1.52M | 0.7% | +16.8% | 0.349% | |
2/10/2025 | Harbour Investments Inc. | 306,503 | $4.95M | 0.1% | +5.7% | 1.144% | |
2/10/2025 | Commonwealth Equity Services LLC | 686,444 | $11.09M | 0.0% | +11.9% | 2.561% | |
2/10/2025 | Farther Finance Advisors LLC | 10,794 | $174K | 0.0% | -25.9% | 0.040% | |
2/7/2025 | Endowment Wealth Management Inc. | 33,245 | $537K | 0.4% | +7.7% | 0.124% | |
2/7/2025 | Independent Advisor Alliance | 36,764 | $594K | 0.0% | N/A | 0.137% | |
2/6/2025 | Raymond James Financial Inc. | 303,686 | $4.91M | 0.0% | N/A | 1.133% | |
2/6/2025 | Jones Financial Companies Lllp | 38,229 | $617K | 0.0% | +41.6% | 0.143% | |
2/5/2025 | Flaharty Asset Management LLC | 1,470,106 | $23.74M | 3.5% | +6.6% | 5.485% | |
2/4/2025 | IFP Advisors Inc | 21,819 | $352K | 0.0% | -14.5% | 0.081% | |
2/3/2025 | Sigma Planning Corp | 71,478 | $1.15M | 0.0% | +2.2% | 0.267% | |
2/3/2025 | Private Advisor Group LLC | 55,639 | $899K | 0.0% | -1.9% | 0.208% | |
1/31/2025 | Atria Wealth Solutions Inc. | 26,363 | $426K | 0.0% | -44.5% | 0.098% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 4,562 | $74K | 0.0% | +36.8% | 0.017% | |
1/23/2025 | Capital Investment Advisory Services LLC | 229,564 | $3.71M | 0.4% | -6.8% | 0.857% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,515 | $41K | 0.0% | -34.1% | 0.009% | |
1/21/2025 | Cottonwood Capital Advisors LLC | 69,353 | $1.12M | 0.8% | -4.5% | 0.259% | |
1/21/2025 | Cornerstone Wealth Management LLC | 56,648 | $915K | 0.1% | +1.6% | 0.211% | |
1/17/2025 | Janney Montgomery Scott LLC | 153,519 | $2.48M | 0.0% | +28.2% | 0.573% | |
1/15/2025 | Ameritas Advisory Services LLC | 50,760 | $820K | 0.0% | -60.9% | 0.189% | |
1/15/2025 | TrueWealth Advisors LLC | 71,537 | $1.16M | 0.4% | -5.6% | 0.267% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 37,160 | $618K | 0.0% | -4.7% | 0.139% | |
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1/10/2025 | ORG Partners LLC | 11,000 | $178K | 0.0% | N/A | 0.041% | |
1/8/2025 | International Assets Investment Management LLC | 17,932 | $291K | 0.0% | N/A | 0.067% | |
11/25/2024 | Sanctuary Advisors LLC | 44,080 | $739K | 0.0% | -2.1% | 0.164% | |
11/19/2024 | Second Line Capital LLC | 13,955 | $232K | 0.1% | N/A | 0.052% | |
11/15/2024 | Stifel Financial Corp | 59,051 | $982K | 0.0% | -4.1% | 0.220% | |
11/15/2024 | HighTower Advisors LLC | 34,742 | $579K | 0.0% | -2.7% | 0.130% | |
11/14/2024 | L.M. Kohn & Company | 13,440 | $224K | 0.1% | N/A | 0.050% | |
11/12/2024 | Larson Financial Group LLC | 42,835 | $712K | 0.0% | -3.9% | 0.160% | |
11/12/2024 | StoneX Group Inc. | 62,263 | $1.04M | 0.1% | -37.1% | 0.232% | |
11/8/2024 | Kraft Davis & Associates LLC | 12,448 | $204K | 0.1% | N/A | 0.046% | |
11/7/2024 | Thrivent Financial for Lutherans | 55,292 | $920K | 0.0% | +14.4% | 0.206% | |
11/6/2024 | Endowment Wealth Management Inc. | 30,874 | $513K | 0.3% | -6.5% | 0.115% | |
11/5/2024 | Aptus Capital Advisors LLC | 16,527 | $275K | 0.0% | +58.7% | 0.062% | |
11/5/2024 | Proactive Wealth Strategies LLC | 15,400 | $256K | 0.1% | N/A | 0.057% | |
11/5/2024 | Harbour Investments Inc. | 289,931 | $4.82M | 0.1% | +6.1% | 1.082% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 58,819 | $978K | 0.1% | -3.0% | 0.219% | |
11/4/2024 | Cottonwood Capital Advisors LLC | 72,615 | $1.21M | 0.9% | -19.0% | 0.271% | |
10/29/2024 | Janney Montgomery Scott LLC | 119,771 | $1.99M | 0.0% | +14.3% | 0.447% | |
10/29/2024 | Realta Investment Advisors | 1,650 | $27K | 0.0% | -92.8% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 14,571 | $242K | 0.0% | -5.9% | 0.054% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 38,985 | $648K | 0.0% | -17.3% | 0.145% | |
10/23/2024 | Silver Oak Securities Incorporated | 30,705 | $508K | 0.1% | N/A | 0.115% | |
10/22/2024 | Private Advisor Group LLC | 56,713 | $943K | 0.0% | +2.6% | 0.212% | |
10/16/2024 | Cornerstone Wealth Management LLC | 55,776 | $928K | 0.1% | +1.6% | 0.208% | |
10/15/2024 | NBC Securities Inc. | 2,438 | $40K | 0.0% | -36.8% | 0.009% | |
10/8/2024 | Atomi Financial Group Inc. | 14,517 | $241K | 0.0% | -49.9% | 0.054% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 3,426 | $54K | 0.0% | -80.4% | 0.013% | |
9/5/2024 | Sanctuary Advisors LLC | 45,041 | $702K | 0.0% | N/A | 0.168% | |
8/19/2024 | Hershey Financial Advisers LLC | 58,674 | $922K | 0.8% | N/A | 0.219% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,131 | $175K | 0.0% | -32.0% | 0.042% | |
8/16/2024 | Rockport Wealth LLC | 44,874 | $705K | 0.3% | +6.5% | 0.167% | |
8/13/2024 | Thrivent Financial for Lutherans | 48,321 | $760K | 0.0% | +24.6% | 0.180% | |
8/7/2024 | Wedbush Securities Inc. | 38,659 | $608K | 0.0% | +22.7% | 0.144% | |
8/5/2024 | Private Advisor Group LLC | 55,259 | $869K | 0.0% | +10.5% | 0.206% | |
8/2/2024 | Larson Financial Group LLC | 44,584 | $701K | 0.0% | +3.5% | 0.166% | |
8/2/2024 | Endowment Wealth Management Inc. | 33,013 | $519K | 0.4% | -3.9% | 0.123% | |
8/1/2024 | Flaharty Asset Management LLC | 1,353,879 | $21.28M | 3.1% | +1.8% | 5.052% | |
7/31/2024 | Aptus Capital Advisors LLC | 10,414 | $164K | 0.0% | +50.6% | 0.039% | |
7/31/2024 | Commonwealth Equity Services LLC | 503,652 | $7.92M | 0.0% | +20.2% | 1.879% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 60,638 | $953K | 0.1% | -4.4% | 0.226% | |
7/30/2024 | International Assets Investment Management LLC | 20,755 | $326K | 0.0% | +9.9% | 0.077% | |
7/29/2024 | Ameritas Advisory Services LLC | 144,981 | $2.28M | 0.1% | -6.7% | 0.541% | |
7/26/2024 | Harbour Investments Inc. | 273,264 | $4.30M | 0.1% | +0.9% | 1.020% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 112,864 | $1.77M | 0.0% | +7.6% | 0.421% | |
7/24/2024 | TrueWealth Advisors LLC | 76,061 | $1.20M | 0.4% | -6.1% | 0.284% | |
7/22/2024 | Atria Wealth Solutions Inc. | 52,982 | $834K | 0.0% | -4.6% | 0.198% | |
7/19/2024 | Raymond James & Associates | 90,380 | $1.42M | 0.0% | -19.1% | 0.337% | |
7/17/2024 | Cottonwood Capital Advisors LLC | 89,627 | $1.41M | 1.1% | -1.8% | 0.334% | |
7/16/2024 | Cornerstone Wealth Management LLC | 54,877 | $863K | 0.1% | -2.0% | 0.205% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 47,127 | $741K | 0.0% | -4.4% | 0.176% | |
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5/24/2024 | Cetera Advisors LLC | 22,436 | $354K | 0.0% | +33.9% | 0.084% | |
5/24/2024 | Cetera Investment Advisers | 210,183 | $3.32M | 0.0% | +967.7% | 0.784% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 63,431 | $1.00M | 0.1% | +1.6% | 0.237% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,379 | $239K | 0.0% | +29.0% | 0.061% | |
5/13/2024 | Rockport Wealth LLC | 42,149 | $666K | 0.2% | N/A | 0.157% | |
5/9/2024 | Endowment Wealth Management Inc. | 34,338 | $542K | 0.4% | -5.8% | 0.128% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,500 | $39K | 0.0% | -54.5% | 0.009% | |
5/2/2024 | Diversified LLC | 12,941 | $204K | 0.0% | N/A | 0.048% | |
5/1/2024 | StoneX Group Inc. | 186,913 | $2.95M | 0.3% | -6.1% | 0.697% | |
5/1/2024 | Janney Montgomery Scott LLC | 94,998 | $1.50M | 0.0% | -6.5% | 0.354% | |