3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,186 | $219K | 0.0% | N/A | 0.209% | |
2/17/2025 | Cetera Investment Advisers | 30,265 | $721K | 0.0% | +2.4% | 0.651% | |
2/14/2025 | OneDigital Investment Advisors LLC | 34,298 | $817K | 0.0% | -1.8% | 0.738% | |
2/13/2025 | Seeds Investor LLC | 49,864 | $1.19M | 0.3% | N/A | 1.072% | |
2/12/2025 | Franklin Resources Inc. | 2,973,000 | $70.78M | 0.0% | -0.8% | 63.935% | |
2/11/2025 | LPL Financial LLC | 18,537 | $441K | 0.0% | +9.8% | 0.399% | |
2/10/2025 | Thrivent Financial for Lutherans | 165,107 | $3.93M | 0.0% | +7.3% | 3.551% | |
2/3/2025 | Private Advisor Group LLC | 42,456 | $1.01M | 0.0% | -18.3% | 0.913% | |
1/27/2025 | Commonwealth Financial Services LLC | 31,263 | $744K | 0.1% | +1.5% | 0.672% | |
12/26/2024 | JPMorgan Chase & Co. | 127,652 | $3.12M | 0.0% | N/A | 2.745% | |
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11/27/2024 | Franklin Resources Inc. | 2,998,024 | $72.45M | 0.0% | -9.1% | 64.474% | |
11/15/2024 | Jane Street Group LLC | 24,912 | $609K | 0.0% | +70.6% | 0.536% | |
11/13/2024 | FMR LLC | 151,487 | $3.71M | 0.0% | +58.6% | 3.258% | |
11/7/2024 | Thrivent Financial for Lutherans | 153,893 | $3.76M | 0.0% | +34.1% | 3.310% | |
10/23/2024 | Commonwealth Financial Services LLC | 30,812 | $753K | 0.1% | +15.7% | 0.663% | |
10/22/2024 | Private Advisor Group LLC | 51,988 | $1.27M | 0.0% | +14.3% | 1.118% | |
10/21/2024 | Fortis Group Advisors LLC | 17,446 | $427K | 0.1% | -2.9% | 0.375% | |
8/14/2024 | Commonwealth Financial Services LLC | 26,630 | $639K | 0.1% | -22.5% | 0.573% | |
8/13/2024 | Thrivent Financial for Lutherans | 114,750 | $2.74M | 0.0% | N/A | 2.468% | |
8/5/2024 | Private Advisor Group LLC | 45,488 | $1.09M | 0.0% | +6.0% | 0.978% | |
7/31/2024 | Fortis Group Advisors LLC | 17,961 | $429K | 0.1% | -4.7% | 0.386% | |
7/19/2024 | Western Wealth Management LLC | 12,086 | $289K | 0.0% | -35.5% | 0.260% | |
4/30/2024 | Fortis Group Advisors LLC | 18,840 | $451K | 0.1% | -16.2% | 0.405% | |
2/6/2024 | Private Advisor Group LLC | 42,649 | $1.03M | 0.0% | +2.4% | 0.917% | |
1/31/2024 | Western Wealth Management LLC | 14,497 | $350K | 0.0% | N/A | 0.312% | |
11/3/2023 | Private Advisor Group LLC | 41,655 | $937K | 0.0% | +167.5% | 0.896% | |
8/14/2023 | Bison Wealth LLC | 20,259 | $481K | 0.1% | N/A | 0.436% | |
8/10/2023 | Private Advisor Group LLC | 15,570 | $370K | 0.0% | +37.9% | 0.335% | |
8/10/2023 | Cetera Investment Advisers | 9,662 | $230K | 0.0% | +14.5% | 0.208% | |
5/26/2023 | Fortis Group Advisors LLC | 22,492 | $537K | 0.2% | N/A | 0.479% | |
5/10/2023 | Private Advisor Group LLC | 11,292 | $270K | 0.0% | N/A | 0.240% | |
4/17/2023 | Landmark Wealth Management LLC | 12,260 | $293K | 0.2% | N/A | 0.261% | |
3/6/2023 | OLD Mission Capital LLC | 2,587 | $60K | 0.0% | N/A | 0.056% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,611 | $246K | 0.0% | N/A | 0.228% | |
1/17/2023 | Wealth Alliance Advisory Group LLC | 145,000 | $3.37M | 1.3% | N/A | 3.118% | |
8/12/2022 | Franklin Resources Inc. | 3,749,151 | $88.50M | 0.0% | +7.1% | 84.251% | |
8/11/2022 | Cetera Advisor Networks LLC | 28,608 | $675K | 0.0% | +8.4% | 0.643% | |
7/21/2022 | Landmark Wealth Management LLC | 30,985 | $731K | 0.9% | -18.7% | 0.674% | |
7/19/2022 | Great Valley Advisor Group Inc. | 194,879 | $4.60M | 0.3% | N/A | 4.237% | |
7/18/2022 | Brinker Capital Investments LLC | 40,497 | $956K | 0.0% | -38.9% | 0.880% | |
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5/12/2022 | Cetera Advisor Networks LLC | 26,399 | $660K | 0.0% | +7.7% | 0.593% | |
4/28/2022 | Landmark Wealth Management LLC | 38,108 | $953K | 0.5% | N/A | 0.876% | |
4/26/2022 | Landmark Wealth Management LLC | 38,108 | $3.81M | 1.4% | N/A | 0.886% | |
2/3/2022 | Advisor Group Holdings Inc. | 6,616 | $180K | 0.0% | +47.3% | 0.144% | |
11/16/2021 | Cetera Advisor Networks LLC | 21,287 | $575K | 0.0% | -2.8% | 0.468% | |
11/5/2021 | Advisor Group Holdings Inc. | 4,490 | $121K | 0.0% | -66.5% | 0.099% | |
8/16/2021 | Royal Bank of Canada | 13,400 | $365K | 0.0% | -48.9% | 0.282% | |
8/13/2021 | OLD Mission Capital LLC | 13,732 | $374K | 0.0% | N/A | 0.289% | |
5/18/2021 | Jane Street Group LLC | 50,766 | $1.36M | 0.0% | +28.1% | 1.069% | |
5/17/2021 | Royal Bank of Canada | 26,206 | $704K | 0.0% | -17.8% | 0.552% | |
5/13/2021 | Franklin Resources Inc. | 3,999,083 | $107.46M | 0.0% | +33.3% | 84.191% | |