1/15/2025 | Morton Capital Management LLC CA | 432,039 | $19.70M | 3.7% | +122.5% | 19.638% | |
11/15/2024 | Jane Street Group LLC | 39,244 | $2.07M | 0.0% | -13.9% | 1.784% | |
10/29/2024 | IAG Wealth Partners LLC | 285,386 | $15.04M | 2.8% | +4.3% | 12.972% | |
10/28/2024 | Focus Financial Network Inc. | 8,725 | $460K | 0.0% | -16.0% | 0.397% | |
10/23/2024 | Allworth Financial LP | 7,470 | $394K | 0.0% | -6.9% | 0.340% | |
10/22/2024 | Macroview Investment Management LLC | 11,344 | $598K | 0.6% | -2.5% | 0.516% | |
10/16/2024 | Cultivar Capital Inc. | 134,703 | $7.10M | 5.8% | +1.0% | 6.123% | |
10/9/2024 | Morton Capital Management LLC CA | 194,138 | $10.23M | 2.0% | +6.3% | 8.824% | |
8/22/2024 | Cetera Investment Advisers | 498,792 | $24.93M | 0.1% | +8,528.1% | 22.672% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 162,355 | $8.12M | 0.0% | -0.2% | 7.380% | |
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8/6/2024 | Strategic Financial Concepts LLC | 13,045 | $652K | 0.0% | N/A | 0.593% | |
7/31/2024 | Commonwealth Equity Services LLC | 6,974 | $349K | 0.0% | +11.2% | 0.317% | |
7/24/2024 | Cultivar Capital Inc. | 133,408 | $6.67M | 5.6% | -1.4% | 6.064% | |
7/23/2024 | Macroview Investment Management LLC | 11,630 | $581K | 0.6% | -28.2% | 0.529% | |
7/22/2024 | Focus Financial Network Inc. | 10,385 | $534K | 0.0% | -6.1% | 0.472% | |
7/17/2024 | IAG Wealth Partners LLC | 273,594 | $13.68M | 2.7% | -4.2% | 12.436% | |
7/16/2024 | ORG Partners LLC | 12,340 | $616K | 0.1% | N/A | 0.561% | |
7/12/2024 | Morton Capital Management LLC CA | 182,574 | $9.13M | 2.2% | +0.4% | 8.299% | |
5/24/2024 | Cetera Advisors LLC | 5,276 | $269K | 0.0% | +19.9% | 0.240% | |
5/11/2024 | Capital Wealth Alliance LLC | 6,767 | $345K | 0.2% | N/A | 0.308% | |
4/30/2024 | Macroview Investment Management LLC | 16,203 | $825K | 0.9% | -8.0% | 0.737% | |
4/29/2024 | FAS Wealth Partners Inc. | 2,985 | $152K | 0.0% | -88.4% | 0.136% | |
4/29/2024 | Horizon Advisory Services Inc. | 4,826 | $246K | 0.1% | N/A | 0.219% | |
4/25/2024 | IAG Wealth Partners LLC | 285,556 | $14.54M | 3.1% | +12.2% | 12.980% | |
4/24/2024 | Spire Wealth Management | 1,769 | $90K | 0.0% | -35.8% | 0.080% | |
4/12/2024 | Morton Capital Management LLC CA | 181,862 | $9.26M | 2.5% | +27.7% | 6.863% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,198 | $595K | 0.0% | N/A | 0.460% | |
2/9/2024 | Sachetta LLC | 1,085 | $53K | 0.0% | N/A | 0.041% | |
2/6/2024 | Spire Wealth Management | 2,754 | $127K | 0.0% | -30.1% | 0.104% | |
2/6/2024 | Aveo Capital Partners LLC | 111,393 | $5.44M | 0.7% | -0.7% | 4.204% | |
2/2/2024 | IAG Wealth Partners LLC | 254,525 | $12.42M | 2.8% | N/A | 9.605% | |
2/1/2024 | RWA Wealth Partners LLC | 12,403 | $605K | 0.0% | N/A | 0.468% | |
1/31/2024 | Beaumont Financial Advisors LLC | 254,408 | $12.42M | 1.1% | +10.2% | 9.600% | |
1/25/2024 | International Assets Investment Management LLC | 8,298 | $405K | 0.0% | N/A | 0.313% | |
1/24/2024 | International Assets Investment Management LLC | 8,298 | $405K | 0.0% | N/A | 0.313% | |
1/23/2024 | FAS Wealth Partners Inc. | 25,817 | $1.26M | 0.1% | -2.0% | 0.974% | |
1/18/2024 | Morton Capital Management LLC CA | 142,414 | $6.95M | 2.1% | N/A | 5.374% | |
1/17/2024 | Cultivar Capital Inc. | 131,149 | $6.40M | 5.6% | N/A | 4.949% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,279 | $551K | 0.0% | +9.8% | 0.426% | |
1/12/2024 | Avalon Capital Management | 10,232 | $499K | 0.2% | N/A | 0.386% | |
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1/8/2024 | Pure Financial Advisors LLC | 7,853 | $383K | 0.0% | -4.3% | 0.296% | |
12/6/2023 | Citigroup Inc. | 2,713 | $133K | 0.0% | +14.0% | 0.102% | |
11/13/2023 | LPL Financial LLC | 145,033 | $7.12M | 0.0% | +1.6% | 5.473% | |
11/8/2023 | HighTower Advisors LLC | 25,641 | $1.26M | 0.0% | +3.6% | 0.968% | |
11/6/2023 | Aveo Capital Partners LLC | 112,187 | $5.51M | 0.7% | -4.9% | 4.233% | |
11/6/2023 | Capital Wealth Alliance LLC | 7,083 | $348K | 0.2% | -3.0% | 0.267% | |
11/3/2023 | ORG Partners LLC | 11,770 | $578K | 0.2% | +3.0% | 0.444% | |
11/1/2023 | Beaumont Financial Advisors LLC | 230,777 | $11.33M | 1.1% | N/A | 8.709% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,275 | $504K | 0.0% | +19.1% | 0.388% | |
10/23/2023 | FAS Wealth Partners Inc. | 26,357 | $1.29M | 0.1% | -5.2% | 0.995% | |
10/23/2023 | Commonwealth Equity Services LLC | 5,040 | $247K | 0.0% | +7.5% | 0.190% | |
10/19/2023 | Sterling Financial Group Inc. | 242,909 | $11.93M | 7.5% | -1.1% | 9.166% | |
9/7/2023 | Sterling Financial Group Inc. | 245,645 | $11.83M | 7.8% | +16.0% | 9.270% | |
8/14/2023 | Jackson Hole Capital Partners LLC | 1,000 | $48K | 0.0% | -21.8% | 0.038% | |
8/8/2023 | Catalyst Capital Advisors LLC | 2,479 | $119K | 0.0% | -11.0% | 0.089% | |
8/8/2023 | Aveo Capital Partners LLC | 118,024 | $5.69M | 0.7% | -2.9% | 4.215% | |
8/8/2023 | FAS Wealth Partners Inc. | 27,807 | $1.34M | 0.2% | +1.5% | 0.993% | |
7/31/2023 | LPL Financial LLC | 142,778 | $6.88M | 0.0% | -7.6% | 5.099% | |
7/26/2023 | Firestone Capital Management | 7,643 | $375K | 0.1% | N/A | 0.273% | |
7/25/2023 | Raymond James & Associates | 4,375 | $211K | 0.0% | -33.2% | 0.156% | |
7/21/2023 | Capital Wealth Alliance LLC | 7,303 | $352K | 0.3% | +3.9% | 0.261% | |
7/10/2023 | Pure Financial Advisors LLC | 8,256 | $398K | 0.0% | -4.4% | 0.295% | |
6/1/2023 | ORG Partners LLC | 11,177 | $562K | 0.1% | N/A | 0.414% | |
5/11/2023 | FAS Wealth Partners Inc. | 27,405 | $1.35M | 0.1% | +1.6% | 1.015% | |
5/11/2023 | Envestnet Asset Management Inc. | 10,627 | $524K | 0.0% | +27.5% | 0.394% | |
5/10/2023 | LPL Financial LLC | 154,512 | $7.62M | 0.0% | -0.2% | 5.723% | |
5/9/2023 | Spire Wealth Management | 3,940 | $194K | 0.0% | -19.7% | 0.146% | |
5/4/2023 | Capital Wealth Alliance LLC | 7,028 | $347K | 0.3% | -19.1% | 0.260% | |
5/3/2023 | Aveo Capital Partners LLC | 121,578 | $6.00M | 0.8% | +2.2% | 4.503% | |
4/18/2023 | Macroview Investment Management LLC | 17,736 | $875K | 1.4% | -25.9% | 0.657% | |
4/18/2023 | Allworth Financial LP | 7,905 | $390K | 0.0% | -10.1% | 0.293% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,624 | $425K | 0.0% | -2.5% | 0.319% | |
4/14/2023 | Raymond James & Associates | 6,549 | $323K | 0.0% | +48.3% | 0.243% | |
4/11/2023 | Pure Financial Advisors LLC | 8,640 | $426K | 0.0% | -7.8% | 0.320% | |
3/6/2023 | OLD Mission Capital LLC | 37,098 | $1.83M | 0.1% | N/A | 1.279% | |
2/9/2023 | Citigroup Inc. | 8,295 | $408K | 0.0% | +41.1% | 0.286% | |
2/9/2023 | HighTower Advisors LLC | 28,651 | $1.41M | 0.0% | +3.1% | 0.988% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 68,784 | $3.39M | 0.0% | -2.9% | 2.372% | |
2/8/2023 | UBS Group AG | 45,696 | $2.25M | 0.0% | -9.9% | 1.576% | |
2/7/2023 | Catalyst Capital Advisors LLC | 2,847 | $140K | 0.0% | -20.6% | 0.098% | |
2/7/2023 | Commonwealth Equity Services LLC | 4,904 | $241K | 0.0% | N/A | 0.169% | |
2/7/2023 | LPL Financial LLC | 154,827 | $7.62M | 0.0% | +15.5% | 5.339% | |
2/7/2023 | Envestnet Asset Management Inc. | 8,332 | $410K | 0.0% | -2.7% | 0.287% | |
2/3/2023 | Aveo Capital Partners LLC | 118,955 | $5.86M | 0.9% | N/A | 4.102% | |
2/1/2023 | Capital Wealth Alliance LLC | 8,685 | $428K | 0.4% | -5.1% | 0.299% | |
2/1/2023 | FAS Wealth Partners | 26,980 | $1.33M | 0.2% | -4.6% | 0.930% | |
1/20/2023 | Millburn Ridgefield Corp | 2,847 | $140K | 0.0% | -20.6% | 0.098% | |
1/13/2023 | Allworth Financial LP | 8,794 | $433K | 0.0% | -55.1% | 0.303% | |
1/11/2023 | Macroview Investment Management LLC | 23,929 | $1.18M | 2.0% | +15.7% | 0.825% | |
1/9/2023 | Pure Financial Advisors LLC | 9,370 | $461K | 0.0% | -2.3% | 0.323% | |
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11/14/2022 | MML Investors Services LLC | 15,123 | $655K | 0.0% | -2.5% | 0.560% | |
11/10/2022 | UBS Group AG | 50,744 | $2.20M | 0.0% | +0.6% | 1.879% | |
11/9/2022 | Capital Wealth Alliance LLC | 9,149 | $396K | 0.3% | -4.6% | 0.339% | |
11/8/2022 | Catalyst Capital Advisors LLC | 3,587 | $155K | 0.0% | -14.9% | 0.133% | |
11/7/2022 | Spire Wealth Management | 5,007 | $217K | 0.0% | N/A | 0.185% | |
11/3/2022 | Millburn Ridgefield Corp | 3,587 | $155K | 0.0% | -14.9% | 0.133% | |
11/3/2022 | Creative Planning | 8,879 | $385K | 0.0% | -19.3% | 0.329% | |
11/2/2022 | Avantax Advisory Services Inc. | 5,174 | $224K | 0.0% | N/A | 0.192% | |
10/25/2022 | Raymond James & Associates | 5,651 | $245K | 0.0% | +8.3% | 0.209% | |
10/21/2022 | Macroview Investment Management LLC | 20,679 | $896K | 1.6% | +505.9% | 0.766% | |