1/17/2025 | Secure Asset Management LLC | 32,593 | $796K | 0.1% | +11.0% | 0.386% | |
1/17/2025 | Cedar Point Capital Partners LLC | 38,363 | $937K | 0.6% | +5.3% | 0.454% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,187 | $469K | 0.0% | +45.5% | 0.227% | |
1/16/2025 | Central Bank & Trust Co. | 750,173 | $18.33M | 2.8% | -13.6% | 8.878% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 38,556 | $942K | 0.0% | +23.0% | 0.456% | |
1/15/2025 | TrueWealth Advisors LLC | 20,130 | $492K | 0.2% | +26.7% | 0.238% | |
|
1/14/2025 | Redhawk Wealth Advisors Inc. | 64,646 | $1.58M | 0.2% | +7.4% | 0.765% | |
1/8/2025 | International Assets Investment Management LLC | 14,244 | $349K | 0.0% | N/A | 0.169% | |
1/3/2025 | GAMMA Investing LLC | 63,401 | $1.55M | 0.1% | +57.6% | 0.750% | |
12/26/2024 | JPMorgan Chase & Co. | 228,634 | $5.72M | 0.0% | +9.0% | 2.706% | |
11/27/2024 | Franklin Resources Inc. | 418,637 | $10.39M | 0.0% | -71.0% | 4.954% | |
11/25/2024 | Sanctuary Advisors LLC | 355,837 | $8.84M | 0.1% | +93.2% | 4.211% | |
11/15/2024 | Jane Street Group LLC | 155,451 | $3.89M | 0.0% | +175.1% | 1.840% | |
11/15/2024 | Stifel Financial Corp | 24,434 | $611K | 0.0% | +119.1% | 0.289% | |
11/15/2024 | HighTower Advisors LLC | 122,062 | $3.05M | 0.0% | N/A | 1.445% | |
11/14/2024 | Captrust Financial Advisors | 73,788 | $1.85M | 0.0% | -2.8% | 0.873% | |
11/7/2024 | Thrivent Financial for Lutherans | 152,719 | $3.82M | 0.0% | +35.1% | 1.807% | |
11/5/2024 | Harbour Investments Inc. | 33,255 | $832K | 0.0% | +15.6% | 0.394% | |
11/4/2024 | Sigma Planning Corp | 9,502 | $238K | 0.0% | N/A | 0.112% | |
11/1/2024 | Atria Investments Inc | 16,911 | $423K | 0.0% | +13.2% | 0.200% | |
10/30/2024 | Landmark Wealth Management LLC | 42,382 | $1.06M | 0.5% | -2.4% | 0.502% | |
10/30/2024 | Central Bank & Trust Co. | 867,890 | $21.71M | 3.0% | +30.3% | 10.271% | |
10/30/2024 | Leeward Financial Partners LLC | 60,936 | $1.52M | 0.6% | +2.8% | 0.721% | |
10/29/2024 | TrueWealth Advisors LLC | 15,891 | $397K | 0.1% | +24.9% | 0.188% | |
10/29/2024 | Cedar Point Capital Partners LLC | 36,427 | $911K | 0.6% | +3.6% | 0.431% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 17,062 | $427K | 0.0% | -4.1% | 0.202% | |
10/25/2024 | Financial Advocates Investment Management | 46,004 | $1.15M | 0.1% | -6.2% | 0.544% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 163,103 | $4.08M | 0.5% | +8.2% | 1.930% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 148,014 | $3.70M | 1.8% | +1.4% | 1.752% | |
10/22/2024 | Private Advisor Group LLC | 72,359 | $1.81M | 0.0% | +80.5% | 0.856% | |
10/19/2024 | One Degree Advisors Inc | 47,420 | $1.19M | 0.5% | N/A | 0.561% | |
10/18/2024 | Stratos Wealth Advisors LLC | 71,548 | $1.79M | 0.1% | +43.1% | 0.847% | |
10/16/2024 | Secure Asset Management LLC | 29,366 | $734K | 0.1% | N/A | 0.348% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 60,206 | $1.51M | 0.2% | +2.1% | 0.712% | |
10/8/2024 | CWM LLC | 10,007 | $250K | 0.0% | +592.5% | 0.118% | |
10/7/2024 | GAMMA Investing LLC | 40,227 | $1.01M | 0.1% | +43.7% | 0.476% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 31,347 | $784K | 0.0% | N/A | 0.371% | |
9/5/2024 | Sanctuary Advisors LLC | 184,194 | $4.45M | 0.0% | N/A | 2.180% | |
8/22/2024 | Cetera Investment Advisers | 42,461 | $1.04M | 0.0% | -1.4% | 0.502% | |
8/21/2024 | Truist Financial Corp | 23,137 | $565K | 0.0% | +66.4% | 0.274% | |
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8/13/2024 | Thrivent Financial for Lutherans | 113,012 | $2.76M | 0.0% | N/A | 1.337% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 5,608 | $137K | 0.0% | -20.1% | 0.066% | |
8/9/2024 | Wulff Hansen & CO. | 1,004,991 | $24.52M | 0.1% | +2,340.1% | 11.893% | |
8/9/2024 | Collaborative Wealth Managment Inc. | 23,769 | $580K | 0.3% | +7.9% | 0.281% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 138,403 | $3.38M | 1.8% | +2.5% | 1.638% | |
8/5/2024 | Private Advisor Group LLC | 40,084 | $978K | 0.0% | +47.5% | 0.474% | |
7/31/2024 | Essex Financial Services Inc. | 23,170 | $565K | 0.0% | -4.4% | 0.274% | |
7/31/2024 | Commonwealth Equity Services LLC | 69,139 | $1.69M | 0.0% | +65.8% | 0.818% | |
7/30/2024 | International Assets Investment Management LLC | 8,350 | $204K | 0.0% | N/A | 0.099% | |
7/29/2024 | Financial Advocates Investment Management | 49,031 | $1.20M | 0.1% | +6.3% | 0.580% | |
7/26/2024 | Harbour Investments Inc. | 28,777 | $702K | 0.0% | +285.1% | 0.341% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 150,768 | $3.68M | 0.5% | +0.4% | 1.784% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 106,440 | $2.60M | 0.0% | +7.4% | 1.260% | |
7/26/2024 | Bank of New York Mellon Corp | 116,983 | $2.85M | 0.0% | +6.3% | 1.384% | |
7/24/2024 | TrueWealth Advisors LLC | 12,719 | $310K | 0.1% | +48.3% | 0.151% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 146,018 | $3.56M | 1.9% | +4.2% | 1.728% | |
7/19/2024 | Central Bank & Trust Co. | 665,950 | $16.25M | 2.3% | +11.1% | 7.881% | |
7/19/2024 | SFG Wealth Management LLC. | 29,434 | $718K | 0.4% | +3.8% | 0.348% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 58,992 | $1.44M | 0.2% | +296.1% | 0.698% | |
7/16/2024 | Cedar Point Capital Partners LLC | 35,176 | $858K | 0.6% | -6.3% | 0.416% | |
7/2/2024 | GAMMA Investing LLC | 28,000 | $683K | 0.1% | +1,127.0% | 0.331% | |
5/24/2024 | Cetera Advisors LLC | 16,629 | $408K | 0.0% | N/A | 0.197% | |
5/22/2024 | Cedar Point Capital Partners LLC | 37,556 | $921K | 0.7% | +8.8% | 0.444% | |
5/9/2024 | Orion Portfolio Solutions LLC | 40,200 | $986K | 0.0% | -31.5% | 0.476% | |
5/8/2024 | Avantax Advisory Services Inc. | 11,225 | $275K | 0.0% | N/A | 0.133% | |
5/3/2024 | Wulff Hansen & CO. | 41,187 | $1.01M | 1.0% | N/A | 0.505% | |
4/30/2024 | Private Advisor Group LLC | 27,168 | $666K | 0.0% | +43.6% | 0.333% | |
4/30/2024 | Commonwealth Equity Services LLC | 41,695 | $1.02M | 0.0% | +42.7% | 0.512% | |
4/26/2024 | SFG Wealth Management LLC. | 28,351 | $695K | 0.4% | N/A | 0.348% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 99,078 | $2.43M | 0.0% | +12.0% | 1.216% | |
4/24/2024 | Landmark Wealth Management LLC | 44,245 | $1.09M | 0.5% | -5.8% | 0.543% | |
4/24/2024 | Essex Financial Services Inc. | 24,224 | $594K | 0.1% | +87.5% | 0.297% | |
4/23/2024 | TrueWealth Advisors LLC | 8,576 | $210K | 0.1% | N/A | 0.105% | |
4/19/2024 | Leeward Financial Partners LLC | 55,191 | $1.35M | 0.6% | +18.2% | 1.187% | |
4/15/2024 | Bowman & Co S.C. | 40,344 | $990K | 0.6% | N/A | 0.868% | |
4/11/2024 | Central Bank & Trust Co. | 599,424 | $14.70M | 2.1% | +101.6% | 12.891% | |
4/11/2024 | RFG Advisory LLC | 10,614 | $260K | 0.0% | N/A | 0.228% | |
4/5/2024 | GAMMA Investing LLC | 2,282 | $56K | 0.0% | N/A | 0.049% | |
3/1/2024 | Creekmur Asset Management LLC | 2,177 | $53K | 0.0% | N/A | 0.047% | |
3/1/2024 | Pineridge Advisors LLC | 5,576 | $135K | 0.0% | N/A | 0.120% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 13,961 | $339K | 0.0% | +16.4% | 0.300% | |
2/9/2024 | Orion Portfolio Solutions LLC | 58,701 | $1.42M | 0.0% | -36.5% | 1.262% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 88,443 | $2.15M | 0.0% | N/A | 1.902% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 16,869 | $409K | 0.0% | -4.9% | 0.363% | |
2/8/2024 | Financial Advocates Investment Management | 37,813 | $917K | 0.1% | +16.3% | 0.813% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 12,915 | $313K | 0.2% | +23.2% | 0.278% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 124,929 | $3.03M | 1.8% | -6.5% | 2.687% | |
2/6/2024 | Private Advisor Group LLC | 18,924 | $459K | 0.0% | N/A | 0.407% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 7,022 | $170K | 0.0% | -35.6% | 0.151% | |
2/6/2024 | Essex Financial Services Inc. | 12,920 | $313K | 0.0% | N/A | 0.278% | |
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2/5/2024 | Magnus Financial Group LLC | 8,561 | $208K | 0.0% | -75.4% | 0.184% | |
2/3/2024 | Cedar Point Capital Partners LLC | 34,519 | $837K | 0.7% | N/A | 0.742% | |
2/2/2024 | Truist Financial Corp | 13,792 | $335K | 0.0% | N/A | 0.297% | |
2/1/2024 | CWM LLC | 2,331 | $57K | 0.0% | N/A | 0.050% | |
1/26/2024 | Leeward Financial Partners LLC | 46,683 | $1.13M | 0.5% | +16.1% | 1.004% | |
1/24/2024 | Stratos Wealth Advisors LLC | 43,576 | $1.06M | 0.1% | +10.8% | 0.937% | |
1/22/2024 | Landmark Wealth Management LLC | 46,952 | $1.14M | 0.6% | -2.1% | 1.010% | |
1/22/2024 | Aspire Wealth Management Corp | 7,215 | $175K | 0.1% | N/A | 0.155% | |
1/19/2024 | Atlas Private Wealth Management | 46,550 | $1.13M | 0.5% | N/A | 1.001% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 71,356 | $1.73M | 0.3% | N/A | 1.535% | |