11/1/2024 | Atria Investments Inc | 48,094 | $1.06M | 0.0% | N/A | 0.282% | |
10/22/2024 | International Assets Investment Management LLC | 663,270 | $14.66M | 0.0% | +119,623.8% | 3.890% | |
9/5/2024 | Sanctuary Advisors LLC | 11,467 | $238K | 0.0% | N/A | 0.067% | |
8/21/2024 | Truist Financial Corp | 94,334 | $1.99M | 0.0% | +8.0% | 0.553% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 243,916 | $5.15M | 0.1% | -1.5% | 1.431% | |
8/8/2024 | Envestnet Asset Management Inc. | 129,452 | $2.73M | 0.0% | -28.1% | 0.759% | |
|
8/1/2024 | Verus Capital Partners LLC | 22,460 | $474K | 0.0% | -3.4% | 0.132% | |
7/30/2024 | Hantz Financial Services Inc. | 3,132,298 | $66.12M | 1.3% | N/A | 18.371% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 12,814 | $271K | 0.0% | -51.6% | 0.075% | |
5/7/2024 | Verus Capital Partners LLC | 23,242 | $496K | 0.1% | -2.3% | 0.136% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 26,473 | $565K | 0.0% | +15.2% | 0.155% | |
5/4/2024 | Geneos Wealth Management Inc. | 5,163 | $110K | 0.0% | -45.1% | 0.030% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 247,705 | $5.29M | 0.1% | +16.1% | 1.453% | |
2/9/2024 | Franklin Resources Inc. | 22,684,810 | $491.24M | 0.2% | -11.6% | 74.867% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 213,368 | $4.62M | 0.1% | +0.8% | 0.704% | |
2/2/2024 | Truist Financial Corp | 84,667 | $1.83M | 0.0% | +7.0% | 0.279% | |
1/26/2024 | Geneos Wealth Management Inc. | 9,397 | $204K | 0.0% | -22.5% | 0.031% | |
1/24/2024 | International Assets Investment Management LLC | 11,997 | $260K | 0.0% | N/A | 0.040% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 22,529 | $457K | 0.0% | N/A | 0.074% | |
11/8/2023 | AlphaStar Capital Management LLC | 24,144 | $490K | 0.1% | -13.7% | 0.080% | |
10/25/2023 | Brown Advisory Inc. | 23,108 | $469K | 0.0% | N/A | 0.076% | |
10/24/2023 | Bank of New York Mellon Corp | 170,108 | $3.45M | 0.0% | -8.1% | 0.561% | |
10/11/2023 | Geneos Wealth Management Inc. | 12,124 | $246K | 0.0% | +63.9% | 0.040% | |
8/11/2023 | Franklin Resources Inc. | 25,604,788 | $543.33M | 0.3% | +1.2% | 84.504% | |
8/10/2023 | Cetera Investment Advisers | 28,804 | $611K | 0.0% | +4.1% | 0.095% | |
8/4/2023 | Envestnet Asset Management Inc. | 124,242 | $2.64M | 0.0% | +7.3% | 0.408% | |
8/3/2023 | AlphaStar Capital Management LLC | 27,967 | $593K | 0.1% | -7.4% | 0.092% | |
8/3/2023 | Bank of New York Mellon Corp | 185,039 | $3.93M | 0.0% | N/A | 0.608% | |
8/1/2023 | Truist Financial Corp | 74,666 | $1.58M | 0.0% | -5.0% | 0.245% | |
7/31/2023 | LPL Financial LLC | 44,292 | $940K | 0.0% | -1.9% | 0.145% | |
7/31/2023 | Verus Capital Partners LLC | 23,832 | $506K | 0.1% | -2.6% | 0.078% | |
5/22/2023 | American Trust | 2,805 | $232K | 0.0% | N/A | 0.009% | |
5/12/2023 | Franklin Resources Inc. | 25,300,104 | $543.32M | 0.3% | -0.8% | 84.900% | |
5/5/2023 | Truist Financial Corp | 78,567 | $1.69M | 0.0% | +0.8% | 0.264% | |
5/3/2023 | AlphaStar Capital Management LLC | 30,207 | $649K | 0.1% | -12.1% | 0.101% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 145,758 | $3.13M | 0.1% | +4.7% | 0.489% | |
3/6/2023 | OLD Mission Capital LLC | 19,200 | $401K | 0.0% | N/A | 0.064% | |
2/10/2023 | Franklin Resources Inc. | 25,495,537 | $532.09M | 0.3% | +0.3% | 85.412% | |
2/9/2023 | HighTower Advisors LLC | 159,808 | $3.33M | 0.0% | N/A | 0.535% | |
2/8/2023 | AlphaStar Capital Management LLC | 34,351 | $717K | 0.1% | -10.2% | 0.115% | |
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2/7/2023 | Commonwealth Equity Services LLC | 12,767 | $266K | 0.0% | -6.8% | 0.043% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 139,265 | $2.91M | 0.1% | -2.6% | 0.467% | |
2/7/2023 | LPL Financial LLC | 48,447 | $1.01M | 0.0% | +67.6% | 0.162% | |
2/7/2023 | Envestnet Asset Management Inc. | 95,650 | $2.00M | 0.0% | +11.1% | 0.320% | |
11/16/2022 | Verus Capital Partners LLC | 24,532 | $500K | 0.1% | +2.5% | 0.084% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 143,006 | $2.92M | 0.1% | +4.4% | 0.506% | |
10/26/2022 | Truist Financial Corp | 76,358 | $1.56M | 0.0% | +1.8% | 0.270% | |
8/12/2022 | Franklin Resources Inc. | 37,267,999 | $807.22M | 0.4% | -0.8% | 133.338% | |
8/3/2022 | Envestnet Asset Management Inc. | 115,241 | $2.50M | 0.0% | +5.9% | 0.412% | |
7/27/2022 | Alphastar Capital Management LLC | 38,260 | $829K | 0.1% | -7.5% | 0.121% | |
7/22/2022 | Truist Financial Corp | 75,033 | $1.63M | 0.0% | +3.6% | 0.233% | |
7/19/2022 | Commonwealth Equity Services LLC | 12,606 | $273K | 0.0% | +4.1% | 0.035% | |
5/4/2022 | Benjamin F. Edwards & Company Inc. | 141,684 | $3.36M | 0.1% | -1.9% | 0.342% | |
5/4/2022 | Envestnet Asset Management Inc. | 108,853 | $2.58M | 0.0% | +9.6% | 0.263% | |
2/8/2022 | Bank of America Corp DE | 491,728 | $12.68M | 0.0% | -33.5% | 1.237% | |
2/7/2022 | Benjamin F. Edwards & Company Inc. | 144,436 | $3.72M | 0.2% | +2.5% | 0.363% | |
2/4/2022 | Envestnet Asset Management Inc. | 99,315 | $2.56M | 0.0% | -4.5% | 0.250% | |
2/4/2022 | Alphastar Capital Management LLC | 41,364 | $1.04M | 0.1% | -38.6% | 0.104% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 10,237 | $264K | 0.0% | -22.7% | 0.026% | |
2/3/2022 | Advisor Group Holdings Inc. | 5,452 | $140K | 0.0% | -8.6% | 0.014% | |
11/16/2021 | Jane Street Group LLC | 189,795 | $4.93M | 0.0% | N/A | 0.485% | |
11/15/2021 | Flow Traders U.S. LLC | 16,358 | $424K | 0.0% | N/A | 0.042% | |
11/15/2021 | Franklin Resources Inc. | 37,210,668 | $965.62M | 0.4% | -3.2% | 95.168% | |
11/12/2021 | OLD Mission Capital LLC | 11,600 | $301K | 0.0% | N/A | 0.030% | |
11/9/2021 | Geneos Wealth Management Inc. | 7,395 | $193K | 0.0% | +68.8% | 0.019% | |
11/5/2021 | Truist Financial Corp | 67,434 | $1.75M | 0.0% | +14.2% | 0.173% | |
11/5/2021 | Advisor Group Holdings Inc. | 5,964 | $155K | 0.0% | -33.3% | 0.015% | |
11/2/2021 | Alphastar Capital Management LLC | 67,390 | $1.75M | 0.1% | +62.7% | 0.173% | |
11/2/2021 | Benjamin F. Edwards & Company Inc. | 140,946 | $3.66M | 0.2% | +2.3% | 0.361% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 13,239 | $344K | 0.0% | -4.8% | 0.034% | |
10/29/2021 | Commonwealth Equity Services LLC | 11,557 | $299K | 0.0% | -38.0% | 0.030% | |
8/16/2021 | Bank of America Corp DE | 732,530 | $19.19M | 0.0% | +8.5% | 1.845% | |
8/16/2021 | Royal Bank of Canada | 11,784 | $309K | 0.0% | -6.8% | 0.030% | |
8/13/2021 | LPL Financial LLC | 22,504 | $590K | 0.0% | -11.9% | 0.057% | |
8/13/2021 | Franklin Resources Inc. | 38,441,518 | $1.01B | 0.4% | +1.1% | 96.830% | |
8/11/2021 | Susquehanna International Group LLP | 15,307 | $401K | 0.0% | N/A | 0.039% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 13,904 | $364K | 0.0% | +21.3% | 0.035% | |
8/4/2021 | Envestnet Asset Management Inc. | 90,568 | $2.37M | 0.0% | +57.0% | 0.228% | |
8/2/2021 | Advisor Group Holdings Inc. | 8,943 | $234K | 0.0% | +6.1% | 0.022% | |
7/31/2021 | AlphaStar Capital Management LLC | 41,414 | $1.09M | 0.1% | -14.3% | 0.103% | |
5/18/2021 | Morgan Stanley | 51,859 | $1.32M | 0.0% | -17.5% | 0.127% | |
5/18/2021 | Jane Street Group LLC | 125,793 | $3.21M | 0.0% | +106.6% | 0.309% | |
5/17/2021 | Royal Bank of Canada | 12,643 | $323K | 0.0% | -9.7% | 0.031% | |
5/14/2021 | Benjamin F. Edwards & Company Inc. | 110,157 | $2.81M | 0.2% | +5.1% | 0.270% | |
5/13/2021 | Franklin Resources Inc. | 38,030,290 | $970.15M | 0.4% | +3.1% | 93.326% | |
5/12/2021 | UBS Group AG | 4,304 | $110K | 0.0% | N/A | 0.011% | |
5/4/2021 | Envestnet Asset Management Inc. | 57,705 | $1.47M | 0.0% | +3.0% | 0.143% | |
5/4/2021 | Commonwealth Equity Services LLC | 18,897 | $482K | 0.0% | -26.1% | 0.047% | |
5/3/2021 | AlphaStar Capital Management LLC | 48,333 | $1.24M | 0.2% | -6.5% | 0.120% | |
2/18/2021 | Truist Financial Corp | 12,346 | $334K | 0.0% | +47.3% | 0.032% | |
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2/17/2021 | Jane Street Group LLC | 60,882 | $1.65M | 0.0% | +624.1% | 0.157% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 104,856 | $2.84M | 0.2% | +5.8% | 0.270% | |
2/12/2021 | LPL Financial LLC | 27,577 | $747K | 0.0% | +2.8% | 0.071% | |
2/9/2021 | Wells Fargo & Company MN | 48,306 | $1.31M | 0.0% | +23.8% | 0.123% | |
1/27/2021 | AlphaStar Capital Management LLC | 51,720 | $1.39M | 0.2% | -12.6% | 0.132% | |
1/25/2021 | Centaurus Financial Inc. | 30,035 | $813K | 0.1% | N/A | 0.077% | |
11/17/2020 | Jane Street Group LLC | 8,408 | $224K | 0.0% | -58.5% | 0.022% | |
11/13/2020 | Morgan Stanley | 56,830 | $1.51M | 0.0% | -59.1% | 0.146% | |
11/13/2020 | Truist Financial Corp | 8,384 | $223K | 0.0% | N/A | 0.022% | |
11/9/2020 | LPL Financial LLC | 26,817 | $714K | 0.0% | +6.5% | 0.069% | |