1/13/2025 | City Center Advisors LLC | 27,459 | $535K | 0.6% | -28.3% | 0.584% | |
1/3/2025 | Dentgroup LLC | 23,221 | $453K | 0.3% | +37.4% | 0.494% | |
12/26/2024 | JPMorgan Chase & Co. | 16,549 | $360K | 0.0% | -22.8% | 0.352% | |
11/18/2024 | Soltis Investment Advisors LLC | 16,603 | $361K | 0.0% | +34.9% | 0.353% | |
11/4/2024 | Beam Wealth Advisors Inc. | 82,721 | $1.80M | 0.5% | +6.5% | 1.760% | |
10/31/2024 | Concurrent Investment Advisors LLC | 73,613 | $1.60M | 0.0% | +7.3% | 1.566% | |
10/24/2024 | J.W. Cole Advisors Inc. | 15,773 | $343K | 0.0% | -5.7% | 0.336% | |
10/23/2024 | Element Wealth LLC | 55,260 | $1.20M | 0.6% | -1.1% | 1.176% | |
10/22/2024 | David Kennon Inc | 381,148 | $8.29M | 3.3% | +0.5% | 8.110% | |
10/18/2024 | Stratos Investment Management LLC | 15,456 | $336K | 0.0% | +24.4% | 0.329% | |
|
10/8/2024 | City Center Advisors LLC | 38,281 | $833K | 0.9% | +7.0% | 0.814% | |
10/2/2024 | Dentgroup LLC | 16,896 | $368K | 0.3% | -24.4% | 0.359% | |
8/8/2024 | J.W. Cole Advisors Inc. | 16,729 | $340K | 0.0% | -6.6% | 0.356% | |
8/7/2024 | Beam Wealth Advisors Inc. | 77,652 | $1.58M | 0.5% | +5.3% | 1.652% | |
7/31/2024 | Commonwealth Equity Services LLC | 401,745 | $8.16M | 0.0% | +7.1% | 8.548% | |
7/31/2024 | Concurrent Investment Advisors LLC | 68,636 | $1.39M | 0.0% | -22.2% | 1.460% | |
7/8/2024 | Dentgroup LLC | 22,347 | $454K | 0.4% | N/A | 0.475% | |
5/29/2024 | Soltis Investment Advisors LLC | 10,569 | $221K | 0.0% | N/A | 0.225% | |
5/7/2024 | Concurrent Investment Advisors LLC | 88,273 | $1.85M | 0.1% | +44.7% | 1.878% | |
4/30/2024 | Beam Wealth Advisors Inc. | 73,760 | $1.54M | 0.9% | +1.1% | 1.569% | |
4/29/2024 | Commonwealth Equity Services LLC | 375,264 | $7.85M | 0.0% | +56.8% | 7.984% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 14,350 | $296K | 0.0% | -4.2% | 0.319% | |
2/6/2024 | National Bank of Canada FI | 9,000 | $184K | 0.0% | N/A | 0.200% | |
2/5/2024 | Sequent Asset Management LLC | 12,500 | $258K | 0.1% | -49.8% | 0.278% | |
2/5/2024 | WealthTrust Axiom LLC | 63,554 | $1.31M | 0.4% | -5.9% | 1.412% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 12,500 | $258K | 0.0% | -12.6% | 0.278% | |
2/1/2024 | Element Wealth LLC | 63,830 | $1.32M | 0.8% | -2.8% | 1.418% | |
1/31/2024 | Beam Wealth Advisors Inc. | 72,978 | $1.50M | 1.0% | +12.3% | 1.622% | |
1/24/2024 | International Assets Investment Management LLC | 2,060 | $42K | 0.0% | N/A | 0.046% | |
1/23/2024 | David Kennon Inc | 382,426 | $7.88M | 3.5% | -0.7% | 8.498% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,983 | $222K | 0.0% | N/A | 0.266% | |
11/13/2023 | Kestra Advisory Services LLC | 161,161 | $2.99M | 0.0% | +17.7% | 3.581% | |
11/8/2023 | Element Wealth LLC | 65,649 | $1.22M | 0.9% | -2.3% | 1.459% | |
11/7/2023 | Adell Harriman & Carpenter Inc. | 14,300 | $265K | 0.0% | -6.5% | 0.318% | |
11/7/2023 | David Kennon Inc | 385,289 | $7.15M | 3.4% | +0.2% | 8.562% | |
10/30/2023 | Sequent Asset Management LLC | 24,900 | $462K | 0.5% | -11.4% | 0.553% | |
10/26/2023 | Beam Wealth Advisors Inc. | 65,001 | $1.21M | 0.9% | N/A | 1.444% | |
10/23/2023 | Commonwealth Equity Services LLC | 224,696 | $4.17M | 0.0% | +14.1% | 4.993% | |
8/11/2023 | Kestra Advisory Services LLC | 136,894 | $2.63M | 0.0% | +10.4% | 3.042% | |
8/10/2023 | Commonwealth Equity Services LLC | 196,878 | $3.78M | 0.0% | -13.0% | 4.375% | |
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8/7/2023 | Element Wealth LLC | 67,178 | $1.29M | 0.9% | -2.4% | 1.493% | |
8/4/2023 | WealthTrust Axiom LLC | 67,554 | $1.30M | 0.4% | +1.1% | 1.501% | |
8/4/2023 | Adell Harriman & Carpenter Inc. | 15,300 | $296K | 0.0% | -6.7% | 0.340% | |
8/2/2023 | Bank of Montreal Can | 10,000 | $197K | 0.0% | N/A | 0.222% | |
7/31/2023 | David Kennon Inc | 384,651 | $7.39M | 3.4% | +0.4% | 8.548% | |
5/11/2023 | Commonwealth Equity Services LLC | 226,301 | $4.29M | 0.0% | +5.1% | 4.815% | |
5/10/2023 | David Kennon Inc | 383,301 | $7.26M | 3.5% | -37.1% | 8.155% | |
5/3/2023 | Element Wealth LLC | 68,811 | $1.30M | 1.0% | -3.1% | 1.464% | |
5/3/2023 | WealthTrust Axiom LLC | 66,804 | $1.27M | 0.4% | +1.5% | 1.421% | |
3/6/2023 | OLD Mission Capital LLC | 77,226 | $1.44M | 0.0% | -13.6% | 1.643% | |
2/7/2023 | Commonwealth Equity Services LLC | 215,371 | $4.02M | 0.0% | +31.7% | 4.582% | |
2/7/2023 | LPL Financial LLC | 37,275 | $695K | 0.0% | +5.8% | 0.793% | |
2/1/2023 | Bank of Montreal Can | 44,312 | $832K | 0.0% | +343.1% | 0.943% | |
1/31/2023 | Kestra Advisory Services LLC | 106,870 | $1.99M | 0.0% | +4.8% | 2.274% | |
1/31/2023 | WealthTrust Axiom LLC | 65,804 | $1.23M | 0.4% | -2.2% | 1.400% | |
1/25/2023 | AFS Financial Group LLC | 16,524 | $308K | 0.2% | N/A | 0.352% | |
1/20/2023 | Sequent Asset Management LLC | 28,093 | $524K | 0.4% | -13.2% | 0.598% | |
1/17/2023 | Element Wealth LLC | 71,025 | $1.33M | 1.1% | -10.8% | 1.511% | |
11/15/2022 | Commonwealth Equity Services LLC | 163,486 | $2.58M | 0.0% | -5.3% | 3.336% | |
11/14/2022 | OLD Mission Capital LLC | 89,358 | $1.41M | 0.0% | +377.8% | 1.824% | |
11/14/2022 | David Kennon Inc | 607,051 | $9.59M | 5.3% | N/A | 12.389% | |
11/8/2022 | Element Wealth LLC | 79,656 | $1.26M | 1.2% | -4.7% | 1.626% | |
11/3/2022 | Adell Harriman & Carpenter Inc. | 15,800 | $249K | 0.0% | N/A | 0.322% | |
11/3/2022 | WealthTrust Axiom LLC | 67,304 | $1.06M | 0.4% | +6.3% | 1.374% | |
11/1/2022 | Kestra Advisory Services LLC | 101,927 | $1.61M | 0.0% | +67.4% | 2.080% | |
10/31/2022 | J.W. Cole Advisors Inc. | 18,812 | $297K | 0.0% | -12.5% | 0.384% | |
10/27/2022 | Benedetti & Gucer Inc. | 38,098 | $785K | 0.6% | +580.3% | 0.778% | |
10/25/2022 | Benedetti & Gucer Inc. | 38,098 | $785K | 0.7% | +580.3% | 0.778% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 20,085 | $317K | 0.0% | -66.6% | 0.410% | |
8/12/2022 | LPL Financial LLC | 396,959 | $7.29M | 0.0% | +1.0% | 8.101% | |
8/5/2022 | Benedetti & Gucer Inc. | 5,600 | $103K | 0.1% | -47.2% | 0.114% | |
8/4/2022 | Larson Financial Group LLC | 4,203 | $77K | 0.0% | -34.8% | 0.086% | |
7/27/2022 | J.W. Cole Advisors Inc. | 21,488 | $395K | 0.0% | +10.9% | 0.439% | |
7/22/2022 | Element Wealth LLC | 83,613 | $1.54M | 1.5% | -0.8% | 1.706% | |
7/19/2022 | Commonwealth Equity Services LLC | 172,669 | $3.17M | 0.0% | +35.4% | 3.524% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 60,167 | $1.11M | 0.0% | +40.0% | 1.180% | |
7/7/2022 | Sequent Asset Management LLC | 32,940 | $605K | 0.4% | -6.4% | 0.659% | |
6/10/2022 | J.W. Cole Advisors Inc. | 19,375 | $409K | 0.0% | +8.7% | 0.388% | |
5/4/2022 | Commonwealth Equity Services LLC | 127,561 | $2.69M | 0.0% | +155.0% | 2.551% | |
4/28/2022 | Element Wealth LLC | 84,248 | $1.78M | 1.4% | -12.5% | 1.685% | |
4/26/2022 | Kestra Advisory Services LLC | 36,242 | $765K | 0.0% | +40.3% | 0.755% | |
4/22/2022 | Benedetti & Gucer Inc. | 10,600 | $223K | 0.1% | N/A | 0.221% | |
4/18/2022 | Sequent Asset Management LLC | 35,197 | $743K | 0.4% | N/A | 0.733% | |
2/3/2022 | Advisor Group Holdings Inc. | 17,140 | $353K | 0.0% | +38.4% | 0.399% | |
2/2/2022 | WealthTrust Axiom LLC | 62,804 | $1.29M | 0.4% | -1.6% | 1.461% | |
1/31/2022 | Commonwealth Equity Services LLC | 50,015 | $1.03M | 0.0% | -8.7% | 1.163% | |
1/25/2022 | J.W. Cole Advisors Inc. | 17,823 | $367K | 0.0% | -93.8% | 0.414% | |
1/20/2022 | Kestra Advisory Services LLC | 25,831 | $532K | 0.0% | +11.8% | 0.630% | |
11/16/2021 | LPL Financial LLC | 187,972 | $3.83M | 0.0% | +16.1% | 4.820% | |
11/5/2021 | Advisor Group Holdings Inc. | 12,387 | $251K | 0.0% | -45.8% | 0.318% | |
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11/5/2021 | Adell Harriman & Carpenter Inc. | 20,200 | $411K | 0.0% | +60.3% | 0.518% | |
11/4/2021 | Sowell Financial Services LLC | 10,673 | $217K | 0.0% | N/A | 0.274% | |
10/29/2021 | Commonwealth Equity Services LLC | 54,809 | $1.12M | 0.0% | -2.8% | 1.405% | |
10/26/2021 | J.W. Cole Advisors Inc. | 288,967 | $13.38M | 1.0% | +1,875.7% | 7.409% | |
10/19/2021 | Kestra Advisory Services LLC | 23,106 | $471K | 0.0% | +31.3% | 0.592% | |
10/12/2021 | Koshinski Asset Management Inc. | 4,800 | $98K | 0.0% | N/A | 0.123% | |
8/17/2021 | Citadel Advisors LLC | 84,474 | $1.74M | 0.0% | +597.3% | 2.166% | |
8/13/2021 | LPL Financial LLC | 161,872 | $3.34M | 0.0% | +262.7% | 4.151% | |
8/11/2021 | Commonwealth Equity Services LLC | 56,408 | $1.16M | 0.0% | +5.4% | 1.446% | |
8/11/2021 | Susquehanna International Group LLP | 17,749 | $366K | 0.0% | -41.0% | 0.455% | |