11/15/2024 | EP Wealth Advisors LLC | 17,323 | $229K | 0.0% | N/A | 0.035% | |
11/15/2024 | Jane Street Group LLC | 28,873 | $382K | 0.0% | N/A | 0.059% | |
11/15/2024 | Safe Harbor Fiduciary LLC | 22,039 | $291K | 0.3% | N/A | 0.045% | |
11/15/2024 | HighTower Advisors LLC | 15,938 | $212K | 0.0% | N/A | 0.032% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 25,104 | $332K | 0.0% | N/A | 0.051% | |
11/4/2024 | Axxcess Wealth Management LLC | 448,218 | $5.93M | 0.1% | -7.5% | 0.911% | |
|
10/31/2024 | Shaker Financial Services LLC | 166,484 | $2.20M | 0.8% | -21.7% | 0.338% | |
10/30/2024 | Arlington Capital Management Inc. | 12,520 | $166K | 0.1% | -77.7% | 0.025% | |
10/25/2024 | Pathway Financial Advisers LLC | 220,781 | $2.92M | 0.0% | -1.4% | 0.449% | |
10/24/2024 | Pathway Financial Advisers LLC | 220,781 | $2.92M | 0.0% | -1.4% | 0.449% | |
10/22/2024 | International Assets Investment Management LLC | 550,563 | $7.28M | 0.0% | +1,225.2% | 1.119% | |
8/20/2024 | Pathway Financial Advisers LLC | 223,925 | $2.64M | 0.9% | +1.9% | 0.455% | |
8/16/2024 | Second Line Capital LLC | 46,377 | $546K | 0.2% | +11.6% | 0.094% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 13,928 | $164K | 0.0% | N/A | 0.028% | |
8/10/2024 | Axxcess Wealth Management LLC | 484,495 | $5.71M | 0.2% | +11.0% | 0.985% | |
8/8/2024 | J.W. Cole Advisors Inc. | 17,921 | $211K | 0.0% | +7.3% | 0.036% | |
8/6/2024 | Ausdal Financial Partners Inc. | 56,845 | $670K | 0.1% | +5.8% | 0.116% | |
8/3/2024 | Shaker Financial Services LLC | 212,585 | $2.50M | 1.0% | +81.8% | 0.432% | |
7/31/2024 | Aptus Capital Advisors LLC | 46,377 | $546K | 0.0% | -9.7% | 0.094% | |
7/31/2024 | Commonwealth Equity Services LLC | 120,791 | $1.42M | 0.0% | +1.7% | 0.246% | |
7/30/2024 | International Assets Investment Management LLC | 41,547 | $489K | 0.0% | -7.3% | 0.084% | |
7/27/2024 | HB Wealth Management LLC | 11,898 | $140K | 0.0% | -6.8% | 0.024% | |
7/25/2024 | Calamos Advisors LLC | 40,932 | $482K | 0.0% | +46.5% | 0.083% | |
7/12/2024 | Baldwin Brothers LLC MA | 2,573 | $30K | 0.0% | -47.5% | 0.005% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 39,144 | $456K | 0.1% | +42.0% | 0.080% | |
5/29/2024 | Pathway Financial Advisers LLC | 219,807 | $2.56M | 0.9% | N/A | 0.447% | |
5/22/2024 | Second Line Capital LLC | 41,561 | $484K | 0.2% | +11.3% | 0.084% | |
5/14/2024 | Advisors Asset Management Inc. | 57,578 | $671K | 0.0% | N/A | 0.117% | |
5/14/2024 | Axxcess Wealth Management LLC | 436,326 | $5.08M | 0.1% | +15.3% | 0.887% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 10,942 | $127K | 0.0% | N/A | 0.022% | |
5/7/2024 | Atomi Financial Group Inc. | 12,288 | $143K | 0.0% | -7.3% | 0.025% | |
5/1/2024 | Janney Montgomery Scott LLC | 22,823 | $266K | 0.0% | -5.8% | 0.046% | |
4/30/2024 | HB Wealth Management LLC | 12,768 | $149K | 0.0% | N/A | 0.026% | |
4/30/2024 | Commonwealth Equity Services LLC | 118,750 | $1.38M | 0.0% | -7.3% | 0.241% | |
4/11/2024 | International Assets Investment Management LLC | 44,837 | $523K | 0.0% | -3.8% | 0.091% | |
3/27/2024 | Nomura Holdings Inc. | 22,402 | $239K | 0.0% | N/A | 0.046% | |
2/15/2024 | Flow State Investments L.P. | 65,164 | $694K | 0.2% | +327.3% | 0.132% | |
2/12/2024 | Focus Financial Network Inc. ADV | 69,984 | $745K | 0.0% | N/A | 0.142% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 42,776 | $456K | 0.0% | -14.8% | 0.087% | |
2/7/2024 | Shaker Financial Services LLC | 107,421 | $1.14M | 0.5% | -33.8% | 0.218% | |
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2/7/2024 | Montag A & Associates Inc. | 4,844 | $52K | 0.0% | -68.1% | 0.010% | |
2/7/2024 | Arlington Capital Management Inc. | 58,755 | $626K | 0.6% | N/A | 0.119% | |
2/6/2024 | Axxcess Wealth Management LLC | 378,540 | $4.03M | 0.1% | +270.0% | 0.770% | |
2/1/2024 | Wolverine Asset Management LLC | 116,068 | $1.24M | 0.0% | -22.7% | 0.236% | |
1/31/2024 | J.W. Cole Advisors Inc. | 16,457 | $175K | 0.0% | +15.7% | 0.033% | |
1/30/2024 | SFI Advisors LLC | 60,547 | $645K | 0.6% | N/A | 0.123% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 13,132 | $140K | 0.3% | N/A | 0.027% | |
1/25/2024 | International Assets Investment Management LLC | 46,613 | $496K | 0.0% | -3.9% | 0.095% | |
1/24/2024 | Stratos Wealth Partners LTD. | 124,146 | $1.32M | 0.0% | +2.2% | 0.252% | |
1/24/2024 | Sowell Financial Services LLC | 19,907 | $212K | 0.0% | N/A | 0.040% | |
1/24/2024 | International Assets Investment Management LLC | 496,426 | $5.29M | 0.0% | +923.9% | 1.009% | |
1/17/2024 | Bridge Advisory LLC | 32,208 | $343K | 0.2% | -93.2% | 0.065% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,883 | $297K | 0.0% | -7.3% | 0.057% | |
1/16/2024 | Raymond James & Associates | 17,007 | $181K | 0.0% | -14.0% | 0.035% | |
1/11/2024 | Ausdal Financial Partners Inc. | 53,463 | $569K | 0.1% | -40.1% | 0.109% | |
11/16/2023 | Penserra Capital Management LLC | 192,293 | $1.85M | 0.0% | N/A | 0.391% | |
11/15/2023 | Axxcess Wealth Management LLC | 102,319 | $984K | 0.0% | N/A | 0.208% | |
11/14/2023 | AQR Arbitrage LLC | 161,410 | $1.55M | 0.1% | N/A | 0.329% | |
11/13/2023 | Wolverine Asset Management LLC | 150,238 | $1.45M | 0.0% | +812.1% | 0.306% | |
11/13/2023 | Kestra Advisory Services LLC | 87,812 | $845K | 0.0% | +9.4% | 0.179% | |
11/8/2023 | Aptus Capital Advisors LLC | 37,653 | $362K | 0.0% | N/A | 0.077% | |
11/8/2023 | Ausdal Financial Partners Inc. | 89,290 | $859K | 0.1% | -24.3% | 0.182% | |
11/8/2023 | Landscape Capital Management L.L.C. | 35,922 | $346K | 0.0% | N/A | 0.073% | |
11/8/2023 | Kestra Private Wealth Services LLC | 16,718 | $161K | 0.0% | -8.4% | 0.034% | |
11/2/2023 | Shaker Financial Services LLC | 162,284 | $1.56M | 0.7% | N/A | 0.330% | |
10/24/2023 | Stratos Wealth Partners LTD. | 121,420 | $1.17M | 0.0% | -22.5% | 0.247% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 30,074 | $289K | 0.0% | -15.3% | 0.061% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 63,054 | $607K | 0.0% | +25.8% | 0.128% | |
10/23/2023 | Commonwealth Equity Services LLC | 138,515 | $1.33M | 0.0% | -8.3% | 0.282% | |
10/20/2023 | Bridge Advisory LLC | 474,319 | $4.56M | 1.6% | +5.6% | 0.966% | |
8/15/2023 | Cohen & Steers Inc. | 353,691 | $4.17M | 0.0% | +43.7% | 0.720% | |
8/11/2023 | Kestra Advisory Services LLC | 80,270 | $946K | 0.0% | +5.4% | 0.163% | |
8/11/2023 | Guggenheim Capital LLC | 204,281 | $2.41M | 0.0% | +77.6% | 0.416% | |
8/10/2023 | Osaic Holdings Inc. | 304,024 | $3.58M | 0.0% | +12.5% | 0.619% | |
8/8/2023 | Prospera Financial Services Inc | 17,664 | $208K | 0.0% | -6.3% | 0.036% | |
8/7/2023 | Wolverine Asset Management LLC | 16,472 | $194K | 0.0% | N/A | 0.034% | |
8/7/2023 | Cassaday & Co Wealth Management LLC | 12,799 | $151K | 0.0% | N/A | 0.026% | |
8/3/2023 | Atria Wealth Solutions Inc. | 24,078 | $284K | 0.0% | +33.1% | 0.049% | |
8/1/2023 | Kistler Tiffany Companies LLC | 3,571 | $42K | 0.0% | N/A | 0.007% | |
7/31/2023 | LPL Financial LLC | 234,064 | $2.76M | 0.0% | +25.6% | 0.477% | |
7/31/2023 | Ausdal Financial Partners Inc. | 117,915 | $1.39M | 0.2% | -1.2% | 0.240% | |
7/27/2023 | J.W. Cole Advisors Inc. | 14,978 | $176K | 0.0% | -20.9% | 0.030% | |
7/26/2023 | Websterrogers Financial Advisors LLC | 52,000 | $613K | 0.3% | N/A | 0.106% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 35,502 | $418K | 0.0% | -12.5% | 0.072% | |
7/20/2023 | International Assets Investment Management LLC | 47,534 | $560K | 0.1% | -3.2% | 0.097% | |
7/20/2023 | Sabal Trust CO | 35,920 | $423K | 0.0% | N/A | 0.073% | |
7/18/2023 | Stratos Wealth Partners LTD. | 156,609 | $1.85M | 0.0% | +9.1% | 0.319% | |
7/17/2023 | Bridge Advisory LLC | 449,065 | $5.29M | 1.9% | +4.1% | 0.914% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 50,116 | $590K | 0.0% | -4.4% | 0.102% | |
6/7/2023 | Atomi Financial Group Inc. | 12,612 | $156K | 0.1% | N/A | 0.026% | |
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5/11/2023 | Guggenheim Capital LLC | 115,010 | $1.43M | 0.0% | -11.7% | 0.234% | |
5/5/2023 | New England Private Wealth Advisors LLC | 10,030 | $141K | 0.0% | N/A | 0.020% | |
4/28/2023 | Janney Montgomery Scott LLC | 22,325 | $277K | 0.0% | -6.6% | 0.045% | |
4/27/2023 | Stratos Wealth Partners LTD. | 143,583 | $1.78M | 0.0% | +28.0% | 0.292% | |
4/25/2023 | Advisor Resource Council | 29,119 | $374K | 0.1% | N/A | 0.059% | |
4/24/2023 | Merit Financial Group LLC | 18,124 | $225K | 0.0% | -7.0% | 0.037% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 40,568 | $503K | 0.0% | +2.8% | 0.083% | |
4/14/2023 | Raymond James & Associates | 20,767 | $257K | 0.0% | -8.3% | 0.042% | |
4/14/2023 | Bridge Advisory LLC | 431,283 | $5.34M | 2.1% | +5.8% | 0.878% | |
2/14/2023 | Alpine Global Management LLC | 17,263 | $223K | 0.1% | N/A | 0.035% | |