10/24/2024 | Wealth Enhancement Advisory Services LLC | 635,848 | $24.09M | 0.1% | +44.7% | 17.185% | |
10/24/2024 | PFG Investments LLC | 8,548 | $324K | 0.0% | -4.0% | 0.231% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 26,597 | $1.01M | 0.1% | -13.2% | 0.719% | |
10/18/2024 | Raymond James & Associates | 112,693 | $4.27M | 0.0% | -15.9% | 3.046% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 4,573 | $163K | 0.0% | +8.7% | 0.127% | |
8/2/2024 | Del Sette Capital Management LLC | 156,415 | $5.59M | 4.6% | +1,035.5% | 4.345% | |
|
7/31/2024 | Commonwealth Equity Services LLC | 57,329 | $2.05M | 0.0% | +0.7% | 1.592% | |
7/19/2024 | Raymond James & Associates | 134,034 | $4.79M | 0.0% | -1.7% | 3.723% | |
7/19/2024 | Refined Wealth Management | 29,898 | $1.07M | 0.8% | -1.3% | 0.819% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 439,304 | $15.69M | 0.0% | -2.2% | 12.036% | |
7/15/2024 | MorganRosel Wealth Management LLC | 17,700 | $632K | 0.2% | -15.4% | 0.485% | |
5/17/2024 | Comerica Bank | 7,199 | $248K | 0.0% | -6.8% | 0.195% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 18,720 | $645K | 0.0% | -14.9% | 0.506% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,342 | $391K | 0.0% | +24.6% | 0.307% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,535 | $87K | 0.0% | -31.2% | 0.069% | |
4/23/2024 | Lunt Capital Management Inc. | 17,850 | $615K | 0.3% | +2.0% | 0.482% | |
4/22/2024 | PFG Investments LLC | 8,921 | $307K | 0.0% | -69.1% | 0.241% | |
4/22/2024 | Raymond James & Associates | 136,306 | $4.70M | 0.0% | -2.4% | 3.684% | |
4/19/2024 | Monument Capital Management | 19,383 | $668K | 0.2% | -23.0% | 0.524% | |
4/18/2024 | Refined Wealth Management | 30,306 | $1.04M | 0.8% | -59.8% | 0.819% | |
4/18/2024 | MorganRosel Wealth Management LLC | 20,917 | $721K | 0.3% | -2.5% | 0.565% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 449,355 | $15.49M | 0.0% | -4.4% | 12.145% | |
2/9/2024 | UBS Group AG | 345,843 | $10.98M | 0.0% | -0.7% | 8.983% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,683 | $117K | 0.0% | -12.5% | 0.096% | |
2/1/2024 | Monument Capital Management | 25,177 | $800K | 0.3% | -6.0% | 0.654% | |
1/30/2024 | Lunt Capital Management Inc. | 17,493 | $556K | 0.3% | +59.8% | 0.454% | |
1/22/2024 | Refined Wealth Management | 75,463 | $2.40M | 1.9% | +6.5% | 1.960% | |
1/18/2024 | Trueblood Wealth Management LLC | 25,103 | $797K | 0.5% | N/A | 0.652% | |
1/17/2024 | PFG Investments LLC | 28,828 | $916K | 0.2% | +239.5% | 0.749% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,184 | $990K | 0.0% | -6.1% | 0.810% | |
1/16/2024 | Raymond James & Associates | 139,590 | $4.43M | 0.0% | -1.2% | 3.626% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 39,384 | $1.25M | 0.1% | -46.1% | 0.905% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 21,367 | $613K | 0.0% | -13.6% | 0.541% | |
11/9/2023 | UBS Group AG | 348,178 | $9.98M | 0.0% | +0.2% | 8.815% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,105 | $261K | 0.0% | -8.6% | 0.231% | |
11/6/2023 | PFG Investments LLC | 8,492 | $244K | 0.0% | -70.8% | 0.215% | |
10/31/2023 | Lunt Capital Management Inc. | 10,944 | $314K | 0.2% | N/A | 0.277% | |
10/30/2023 | Del Sette Capital Management LLC | 9,409 | $270K | 0.3% | N/A | 0.238% | |
10/30/2023 | MorganRosel Wealth Management LLC | 21,574 | $619K | 0.3% | -28.9% | 0.546% | |
10/25/2023 | Monument Capital Management | 26,779 | $768K | 0.2% | -8.9% | 0.678% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 33,213 | $952K | 0.0% | -48.5% | 0.841% | |
10/24/2023 | Raymond James & Associates | 141,237 | $4.05M | 0.0% | -0.8% | 3.576% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,060 | $518K | 0.0% | -20.5% | 0.457% | |
10/16/2023 | Refined Wealth Management | 70,853 | $2.03M | 1.8% | +0.9% | 1.941% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 73,009 | $2.09M | 0.2% | N/A | 2.000% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,839 | $53K | 0.0% | N/A | 0.050% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 24,718 | $753K | 0.0% | +7.2% | 0.562% | |
8/10/2023 | Cetera Advisors LLC | 62,082 | $1.89M | 0.0% | N/A | 1.411% | |
8/8/2023 | Prospera Financial Services Inc | 392,897 | $11.97M | 0.5% | -5.3% | 8.929% | |
8/4/2023 | MorganRosel Wealth Management LLC | 30,322 | $924K | 0.4% | -4.1% | 0.689% | |
8/3/2023 | PFG Investments LLC | 29,056 | $885K | 0.2% | -5.9% | 0.660% | |
7/31/2023 | LPL Financial LLC | 123,884 | $3.77M | 0.0% | +214.5% | 2.816% | |
7/26/2023 | Janney Montgomery Scott LLC | 9,967 | $304K | 0.0% | +25.5% | 0.227% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 64,544 | $1.97M | 0.0% | -1.2% | 1.467% | |
7/25/2023 | Raymond James & Associates | 142,363 | $4.34M | 0.0% | +4.3% | 3.236% | |
7/18/2023 | Monument Capital Management | 29,408 | $896K | 0.3% | -26.2% | 0.668% | |
7/17/2023 | Refined Wealth Management | 70,209 | $2.14M | 1.8% | +4.4% | 1.633% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 22,711 | $692K | 0.0% | +12.9% | 0.528% | |
5/11/2023 | PFG Investments LLC | 30,876 | $925K | 0.2% | N/A | 0.679% | |
5/10/2023 | Resources Investment Advisors LLC. | 22,400 | $671K | 0.0% | +4.3% | 0.492% | |
5/8/2023 | WealthShield Partners LLC | 1,800 | $54K | 0.0% | N/A | 0.040% | |
4/28/2023 | Ameritas Advisory Services LLC | 3,483 | $107K | 0.0% | N/A | 0.077% | |
4/28/2023 | Janney Montgomery Scott LLC | 7,939 | $238K | 0.0% | N/A | 0.174% | |
4/21/2023 | Monument Capital Management | 39,825 | $1.19M | 0.4% | -12.7% | 0.875% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 65,341 | $1.96M | 0.0% | +15.3% | 1.436% | |
4/14/2023 | Raymond James & Associates | 136,532 | $4.09M | 0.0% | +21.2% | 3.001% | |
4/13/2023 | MorganRosel Wealth Management LLC | 31,610 | $947K | 0.4% | -49.8% | 0.695% | |
3/6/2023 | OLD Mission Capital LLC | 3,109 | $85K | 0.0% | -92.5% | 0.067% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 25,591 | $703K | 0.0% | -9.6% | 0.550% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 12,849 | $353K | 0.0% | -11.3% | 0.276% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 56,691 | $1.56M | 0.0% | +16.8% | 1.219% | |
2/8/2023 | Raymond James & Associates | 112,686 | $3.09M | 0.0% | -3.3% | 2.423% | |
2/8/2023 | UBS Group AG | 325,508 | $8.94M | 0.0% | -9.3% | 7.000% | |
2/8/2023 | Prospera Financial Services Inc | 415,130 | $11.40M | 0.6% | +234.2% | 8.928% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,629 | $539K | 0.0% | -4.8% | 0.422% | |
2/7/2023 | Commonwealth Equity Services LLC | 62,870 | $1.73M | 0.0% | +1.3% | 1.352% | |
2/7/2023 | LPL Financial LLC | 56,604 | $1.55M | 0.0% | -44.1% | 1.217% | |
2/7/2023 | Envestnet Asset Management Inc. | 16,157 | $444K | 0.0% | -6.6% | 0.347% | |
2/1/2023 | Great Valley Advisor Group Inc. | 12,090 | $332K | 0.0% | -9.4% | 0.266% | |
1/31/2023 | Del Sette Capital Management LLC | 114,310 | $4.61M | 3.7% | N/A | 2.512% | |
1/27/2023 | Monument Capital Management | 45,616 | $1.25M | 0.4% | -16.7% | 1.003% | |
1/24/2023 | Del Sette Capital Management LLC | 114,310 | $4.61M | 4.4% | N/A | 2.512% | |
1/20/2023 | MorganRosel Wealth Management LLC | 62,952 | $1.73M | 0.8% | -22.2% | 1.384% | |
1/17/2023 | Refined Wealth Management | 67,035 | $1.84M | 1.6% | +6.4% | 1.473% | |
11/14/2022 | Royal Bank of Canada | 337,336 | $8.19M | 0.0% | +1.3% | 8.650% | |
11/14/2022 | OLD Mission Capital LLC | 41,204 | $1M | 0.0% | N/A | 1.057% | |
11/10/2022 | UBS Group AG | 358,815 | $8.71M | 0.0% | -11.0% | 9.200% | |
11/7/2022 | Monument Capital Management | 54,764 | $1.33M | 0.5% | -12.1% | 1.404% | |
10/27/2022 | Prospera Financial Services Inc | 124,219 | $3.02M | 0.2% | -5.0% | 3.185% | |
10/25/2022 | Raymond James & Associates | 116,519 | $2.83M | 0.0% | -7.5% | 2.877% | |
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10/25/2022 | Raymond James Financial Services Advisors Inc. | 48,547 | $1.18M | 0.0% | -1.2% | 1.199% | |
10/21/2022 | Great Valley Advisor Group Inc. | 13,351 | $324K | 0.0% | -12.8% | 0.330% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 20,609 | $500K | 0.0% | +3.8% | 0.509% | |
10/14/2022 | MorganRosel Wealth Management LLC | 80,958 | $1.97M | 1.0% | +2.3% | 1.999% | |
10/4/2022 | Csenge Advisory Group | 14,114 | $343K | 0.0% | N/A | 0.317% | |
9/16/2022 | Private Trust Co. NA | 908 | $25K | 0.0% | N/A | 0.020% | |
8/19/2022 | Eagle Bay Advisors LLC | 4,356 | $120K | 0.1% | N/A | 0.097% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 11,415 | $315K | 0.0% | N/A | 0.254% | |
8/11/2022 | UBS Group AG | 403,139 | $11.14M | 0.0% | +0.3% | 8.959% | |
8/8/2022 | Resources Investment Advisors LLC. | 21,615 | $597K | 0.0% | -8.6% | 0.480% | |