10/25/2024 | Creekmur Asset Management LLC | 5,577 | $306K | 0.1% | +13.3% | 0.272% | |
10/23/2024 | Hudock Inc. | 67,315 | $3.69M | 0.6% | +5.9% | 3.284% | |
10/18/2024 | Stratos Investment Management LLC | 6,324 | $347K | 0.0% | +5.0% | 0.308% | |
10/16/2024 | Asset Dedication LLC | 30,569 | $1.68M | 0.1% | +4.9% | 1.491% | |
8/22/2024 | Cetera Investment Advisers | 29,896 | $1.50M | 0.0% | +28.6% | 1.458% | |
8/3/2024 | Hudock Inc. | 63,566 | $3.18M | 0.6% | -0.5% | 3.101% | |
|
7/30/2024 | Key Financial Inc | 716 | $36K | 0.0% | +40.7% | 0.035% | |
5/24/2024 | Cetera Advisors LLC | 20,391 | $1.04M | 0.0% | N/A | 0.995% | |
5/17/2024 | Creekmur Asset Management LLC | 3,626 | $184K | 0.1% | N/A | 0.177% | |
5/16/2024 | Jane Street Group LLC | 128,342 | $6.53M | 0.0% | +66.3% | 6.261% | |
5/2/2024 | Hudock Inc. | 63,894 | $3.25M | 0.7% | +0.6% | 2.972% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 89,684 | $4.56M | 0.0% | +1.3% | 4.171% | |
2/13/2024 | Joseph Group Capital Management | 303,155 | $14.80M | 8.6% | +3.9% | 12.374% | |
2/1/2024 | CWM LLC | 7,529 | $367K | 0.0% | N/A | 0.307% | |
1/24/2024 | Stratos Investment Management LLC | 4,557 | $222K | 0.0% | N/A | 0.186% | |
1/22/2024 | Hudock Inc. | 63,502 | $3.10M | 0.7% | +1.0% | 2.592% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,533 | $4.32M | 0.0% | +3.7% | 3.614% | |
1/16/2024 | Raymond James & Associates | 15,661 | $764K | 0.0% | -7.1% | 0.639% | |
11/13/2023 | Joseph Group Capital Management | 291,883 | $13.23M | 9.5% | +4.5% | 11.914% | |
11/13/2023 | LPL Financial LLC | 204,634 | $9.28M | 0.0% | +2.4% | 8.352% | |
11/13/2023 | Kestra Advisory Services LLC | 40,417 | $1.83M | 0.0% | N/A | 1.650% | |
11/9/2023 | UBS Group AG | 54,044 | $2.45M | 0.0% | +0.6% | 2.206% | |
11/6/2023 | Hudock Inc. | 62,898 | $2.85M | 0.7% | +1.5% | 2.567% | |
11/1/2023 | Orion Portfolio Solutions LLC | 18,805 | $853K | 0.0% | +5.0% | 0.768% | |
10/24/2023 | Bank of New York Mellon Corp | 19,768 | $896K | 0.0% | N/A | 0.807% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 85,395 | $3.87M | 0.0% | +1.8% | 3.486% | |
10/24/2023 | Raymond James & Associates | 16,861 | $764K | 0.0% | -2.1% | 0.688% | |
8/10/2023 | Joseph Group Capital Management | 279,357 | $13.00M | 10.9% | +5.9% | 11.402% | |
8/10/2023 | Private Advisor Group LLC | 4,473 | $208K | 0.0% | -10.5% | 0.183% | |
7/31/2023 | LPL Financial LLC | 199,878 | $9.30M | 0.0% | +31.9% | 8.158% | |
7/31/2023 | Hudock Inc. | 61,958 | $2.88M | 0.7% | +1.2% | 2.529% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 83,903 | $3.90M | 0.0% | +3.8% | 3.425% | |
7/25/2023 | Raymond James & Associates | 17,218 | $801K | 0.0% | -1.9% | 0.703% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,698 | $358K | 0.0% | +4.6% | 0.314% | |
5/10/2023 | LPL Financial LLC | 151,482 | $7.09M | 0.0% | -29.5% | 5.224% | |
5/8/2023 | Hudock Inc. | 61,245 | $2.87M | 0.7% | N/A | 2.112% | |
5/4/2023 | Joseph Group Capital Management | 263,808 | $12.35M | 10.8% | +4.4% | 9.097% | |
4/24/2023 | Asset Dedication LLC | 27,175 | $1.27M | 0.1% | +8.1% | 0.937% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 80,844 | $3.78M | 0.0% | +4.8% | 2.788% | |
4/14/2023 | Raymond James & Associates | 17,550 | $821K | 0.0% | -5.7% | 0.605% | |
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2/9/2023 | Joseph Group Capital Management | 252,660 | $11.83M | 11.2% | +1.0% | 8.712% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 77,122 | $3.61M | 0.0% | N/A | 2.659% | |
2/8/2023 | UBS Group AG | 59,515 | $2.79M | 0.0% | -1.2% | 2.052% | |
2/8/2023 | Orion Portfolio Solutions LLC | 11,872 | $556K | 0.0% | +90.1% | 0.409% | |
2/7/2023 | LPL Financial LLC | 214,966 | $10.06M | 0.0% | +123.8% | 7.413% | |
2/6/2023 | Vertex Planning Partners LLC | 506,358 | $23.70M | 9.2% | N/A | 17.461% | |
11/15/2022 | Flow Traders U.S. LLC | 11,138 | $458K | 0.0% | N/A | 0.446% | |
11/10/2022 | UBS Group AG | 60,268 | $2.48M | 0.0% | +4.1% | 2.411% | |
11/9/2022 | Joseph Group Capital Management | 250,149 | $10.29M | 11.2% | +14.1% | 10.006% | |
11/9/2022 | Orion Portfolio Solutions LLC | 6,245 | $257K | 0.0% | N/A | 0.250% | |
11/2/2022 | Rockefeller Capital Management L.P. | 3,623 | $149K | 0.0% | +53.1% | 0.145% | |
10/27/2022 | Asset Dedication LLC | 25,132 | $1.03M | 0.1% | +81.6% | 1.005% | |
10/21/2022 | Great Valley Advisor Group Inc. | 18,200 | $749K | 0.0% | -33.9% | 0.728% | |
7/26/2022 | Legacy Wealth Planning LLC | 146,777 | $6.75M | 9.7% | N/A | 6.672% | |
7/22/2022 | Urban Wealth Management LLC | 750 | $34K | 0.1% | N/A | 0.034% | |
7/19/2022 | Asset Dedication LLC | 13,843 | $636K | 0.1% | +31.1% | 0.710% | |
7/19/2022 | Great Valley Advisor Group Inc. | 27,545 | $1.27M | 0.1% | -65.5% | 1.413% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 7,227 | $332K | 0.0% | +3.6% | 0.425% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 509 | $26K | 0.0% | N/A | 0.035% | |
4/28/2022 | Parallel Advisors LLC | 1,635 | $84K | 0.0% | -57.6% | 0.113% | |
4/20/2022 | Great Valley Advisor Group Inc. | 79,846 | $4.08M | 0.2% | N/A | 5.507% | |
2/10/2022 | Private Advisor Group LLC | 5,501 | $275K | 0.0% | -8.6% | 0.423% | |
2/8/2022 | Raymond James & Associates | 19,632 | $982K | 0.0% | -3.6% | 1.510% | |
11/16/2021 | Jane Street Group LLC | 95,655 | $4.48M | 0.0% | +353.5% | 7.971% | |
11/16/2021 | LPL Financial LLC | 52,496 | $2.46M | 0.0% | +5.7% | 4.375% | |
11/2/2021 | Raymond James & Associates | 20,360 | $953K | 0.0% | -8.2% | 1.697% | |
10/15/2021 | NEXT Financial Group Inc | 4,720 | $221K | 0.0% | +24.2% | 0.363% | |
10/14/2021 | Private Advisor Group LLC | 6,016 | $282K | 0.0% | -3.4% | 0.463% | |
9/24/2021 | Thrivent Financial for Lutherans | 11,455 | $552K | 0.0% | +6.9% | 0.694% | |
8/16/2021 | Bank of America Corp DE | 33,993 | $1.64M | 0.0% | +1.7% | 2.125% | |
8/16/2021 | Royal Bank of Canada | 6,403 | $309K | 0.0% | +24.1% | 0.400% | |
8/13/2021 | LPL Financial LLC | 49,647 | $2.39M | 0.0% | +24.1% | 3.103% | |
8/12/2021 | Private Advisor Group LLC | 6,226 | $300K | 0.0% | N/A | 0.389% | |
8/11/2021 | Bank of New York Mellon Corp | 24,952 | $1.20M | 0.0% | -28.7% | 1.560% | |
8/10/2021 | Rockefeller Capital Management L.P. | 2,340 | $112K | 0.0% | +13.7% | 0.146% | |
8/6/2021 | Parallel Advisors LLC | 3,871 | $187K | 0.0% | +129.2% | 0.242% | |
8/4/2021 | Envestnet Asset Management Inc. | 352,611 | $17.00M | 0.0% | +139.4% | 22.038% | |
7/31/2021 | NEXT Financial Group Inc | 3,800 | $183K | 0.0% | +14.5% | 0.238% | |
5/18/2021 | Morgan Stanley | 43,833 | $2.05M | 0.0% | -1.2% | 3.131% | |
5/18/2021 | Citadel Advisors LLC | 9,647 | $452K | 0.0% | -57.7% | 0.689% | |
5/18/2021 | Jane Street Group LLC | 17,853 | $837K | 0.0% | -83.6% | 1.275% | |
5/17/2021 | Royal Bank of Canada | 5,160 | $242K | 0.0% | -61.0% | 0.369% | |
5/17/2021 | Ameriprise Financial Inc. | 40,219 | $1.89M | 0.0% | -9.4% | 2.873% | |
5/17/2021 | Thrivent Financial for Lutherans | 10,713 | $502K | 0.0% | +12.1% | 0.765% | |
5/13/2021 | Bank of New York Mellon Corp | 35,001 | $1.64M | 0.0% | +249.1% | 2.500% | |
5/12/2021 | UBS Group AG | 6,840 | $321K | 0.0% | -16.7% | 0.489% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 6,476 | $303K | 0.0% | N/A | 0.463% | |
5/4/2021 | Envestnet Asset Management Inc. | 147,300 | $6.90M | 0.0% | +1.8% | 10.521% | |
4/16/2021 | NEXT Financial Group Inc | 3,318 | $155K | 0.0% | -15.7% | 0.237% | |
2/17/2021 | Jane Street Group LLC | 108,831 | $4.66M | 0.0% | +1,425.1% | 7.774% | |
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2/12/2021 | LPL Financial LLC | 36,968 | $1.58M | 0.0% | -5.6% | 2.641% | |
2/9/2021 | Wells Fargo & Company MN | 5,083 | $218K | 0.0% | -18.5% | 0.363% | |
2/9/2021 | Bank of New York Mellon Corp | 10,026 | $429K | 0.0% | -76.4% | 0.716% | |
2/5/2021 | NEXT Financial Group Inc | 3,934 | $168K | 0.0% | +15.7% | 0.281% | |
11/17/2020 | Jane Street Group LLC | 7,136 | $270K | 0.0% | -84.4% | 0.446% | |
11/13/2020 | Morgan Stanley | 200,127 | $7.57M | 0.0% | -7.3% | 12.508% | |
11/9/2020 | LPL Financial LLC | 39,180 | $1.48M | 0.0% | -6.8% | 2.449% | |
11/4/2020 | Raymond James & Associates | 18,456 | $698K | 0.0% | -87.5% | 1.154% | |