11/1/2024 | Able Wealth Management LLC | 21,136 | $889K | 0.7% | +27.8% | 0.455% | |
11/1/2024 | Leavell Investment Management Inc. | 6,100 | $257K | 0.0% | N/A | 0.131% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 26,301 | $1.11M | 0.1% | -12.5% | 0.566% | |
10/24/2024 | Fischer Investment Strategies LLC | 164,715 | $6.93M | 6.0% | N/A | 3.542% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 204,089 | $8.59M | 0.0% | -0.5% | 4.389% | |
10/22/2024 | Private Advisor Group LLC | 8,847 | $372K | 0.0% | -38.9% | 0.190% | |
|
10/18/2024 | Key Client Fiduciary Advisors LLC | 8,296 | $349K | 0.2% | +50.7% | 0.178% | |
10/11/2024 | ORG Partners LLC | 23,437 | $987K | 0.2% | +4.0% | 0.504% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 125,194 | $5.27M | 0.8% | +69.2% | 2.692% | |
10/10/2024 | Professional Financial Advisors LLC | 59,710 | $2.51M | 0.7% | +6.5% | 1.284% | |
10/8/2024 | Brookstone Capital Management | 27,919 | $1.18M | 0.0% | -3.3% | 0.600% | |
8/22/2024 | Cetera Investment Advisers | 37,762 | $1.56M | 0.0% | +228.7% | 0.812% | |
8/13/2024 | Merriman Wealth Management LLC | 19,931 | $823K | 0.0% | -2.0% | 0.429% | |
8/9/2024 | ICA Group Wealth Management LLC | 997 | $41K | 0.0% | +214.5% | 0.021% | |
8/8/2024 | Envestnet Asset Management Inc. | 53,585 | $2.21M | 0.0% | +10.5% | 1.152% | |
8/5/2024 | Private Advisor Group LLC | 14,483 | $598K | 0.0% | -77.3% | 0.311% | |
8/2/2024 | Founders Financial Securities LLC | 32,865 | $1.36M | 0.1% | +280.5% | 0.707% | |
7/31/2024 | Commonwealth Equity Services LLC | 9,633 | $398K | 0.0% | N/A | 0.207% | |
7/30/2024 | Atlas Capital Advisors LLC | 31,970 | $1.32M | 0.2% | +18.4% | 0.688% | |
7/26/2024 | Harbour Investments Inc. | 7,553 | $312K | 0.0% | +13.7% | 0.162% | |
7/25/2024 | Systelligence LLC | 153,490 | $6.34M | 1.7% | N/A | 3.301% | |
7/19/2024 | MONECO Advisors LLC | 5,959 | $246K | 0.0% | N/A | 0.128% | |
7/18/2024 | Brookstone Capital Management | 28,859 | $1.22M | 0.0% | -14.0% | 0.621% | |
7/18/2024 | Professional Financial Advisors LLC | 56,057 | $2.32M | 0.6% | +1.8% | 1.206% | |
7/17/2024 | FinDec Wealth Services Inc. | 58,423 | $2.41M | 1.5% | -6.4% | 1.256% | |
7/17/2024 | CGC Financial Services LLC | 16,240 | $671K | 0.3% | N/A | 0.349% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 73,977 | $3.06M | 0.5% | -27.4% | 1.591% | |
7/16/2024 | Key Client Fiduciary Advisors LLC | 5,506 | $227K | 0.1% | N/A | 0.118% | |
7/16/2024 | ORG Partners LLC | 22,532 | $930K | 0.1% | N/A | 0.485% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 205,134 | $8.47M | 0.0% | -13.1% | 4.411% | |
5/24/2024 | Cetera Advisors LLC | 5,672 | $239K | 0.0% | N/A | 0.122% | |
4/30/2024 | Private Advisor Group LLC | 63,903 | $2.69M | 0.0% | -4.0% | 1.452% | |
4/25/2024 | Professional Financial Advisors LLC | 55,055 | $2.32M | 0.7% | +17.0% | 1.251% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 53,397 | $2.25M | 0.0% | +156.4% | 1.214% | |
4/18/2024 | Synergy Asset Management LLC | 104,458 | $4.39M | 0.7% | N/A | 6.145% | |
4/17/2024 | Founders Financial Securities LLC | 8,637 | $363K | 0.0% | N/A | 0.508% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 236,075 | $9.93M | 0.0% | -67.1% | 13.887% | |
4/15/2024 | Brookstone Capital Management | 33,576 | $1.41M | 0.0% | N/A | 1.975% | |
4/12/2024 | Southland Equity Partners LLC | 13,279 | $558K | 0.2% | +6.6% | 0.781% | |
2/12/2024 | Meridian Management Co. | 5,736 | $219K | 0.1% | -16.1% | 0.337% | |
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2/7/2024 | FinDec Wealth Services Inc. | 64,317 | $2.37M | 1.6% | +1.2% | 3.783% | |
2/6/2024 | Private Advisor Group LLC | 66,587 | $2.45M | 0.0% | +39.3% | 3.917% | |
1/29/2024 | ORG Partners LLC | 21,186 | $780K | 0.1% | N/A | 1.246% | |
1/26/2024 | Geneos Wealth Management Inc. | 2,481 | $91K | 0.0% | +313.5% | 0.146% | |
1/18/2024 | Professional Financial Advisors LLC | 47,060 | $1.73M | 0.6% | +3.2% | 2.768% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,828 | $767K | 0.0% | +242.0% | 1.225% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 56,726 | $2.09M | 0.4% | N/A | 3.337% | |
1/9/2024 | Southland Equity Partners LLC | 12,460 | $459K | 0.1% | +16.5% | 0.733% | |
11/13/2023 | LPL Financial LLC | 172,070 | $5.71M | 0.0% | +138.3% | 10.122% | |
11/8/2023 | Western Wealth Management LLC | 7,305 | $242K | 0.0% | -4.0% | 0.430% | |
11/3/2023 | Private Advisor Group LLC | 47,795 | $1.59M | 0.0% | +27.1% | 2.811% | |
10/25/2023 | Professional Financial Advisors LLC | 45,622 | $1.51M | 0.7% | +7.8% | 2.684% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 6,090 | $202K | 0.0% | N/A | 0.358% | |
10/19/2023 | FinDec Wealth Services Inc. | 63,562 | $2.11M | 1.5% | +1.8% | 3.739% | |
8/10/2023 | Private Advisor Group LLC | 37,611 | $1.24M | 0.0% | N/A | 2.279% | |
8/2/2023 | Sigma Planning Corp | 12,227 | $404K | 0.0% | N/A | 0.741% | |
7/31/2023 | LPL Financial LLC | 72,213 | $2.39M | 0.0% | +20.0% | 4.377% | |
7/28/2023 | Private Trust Co. NA | 2,520 | $83K | 0.0% | +41.3% | 0.153% | |
7/21/2023 | Wealth Enhancement Advisory Services LLC | 486,608 | $16.07M | 0.2% | N/A | 29.491% | |
7/19/2023 | FinDec Wealth Services Inc. | 62,441 | $2.06M | 1.4% | +3.2% | 3.784% | |
7/12/2023 | Professional Financial Advisors LLC | 42,323 | $1.40M | 0.7% | N/A | 2.565% | |
5/10/2023 | FinDec Wealth Services Inc. | 60,478 | $1.96M | 1.5% | +2.5% | 8.064% | |
5/2/2023 | Meridian Management Co. | 6,837 | $222K | 0.1% | N/A | 0.912% | |
2/7/2023 | LPL Financial LLC | 59,477 | $1.88M | 0.0% | +65.9% | 9.150% | |
1/25/2023 | FinDec Wealth Services Inc. | 59,028 | $1.87M | 1.5% | N/A | 9.081% | |
11/15/2022 | Flow Traders U.S. LLC | 11,090 | $300K | 0.0% | N/A | 3.697% | |
10/17/2022 | Private Trust Co. NA | 1,784 | $48K | 0.0% | N/A | 0.595% | |
5/11/2022 | Atlas Capital Advisors LLC | 29,058 | $1.01M | 0.2% | +40.8% | 14.529% | |
5/5/2022 | Professional Financial Advisors LLC | 749 | $26K | 0.0% | N/A | 0.375% | |
2/8/2022 | Brinker Capital Investments LLC | 7,149 | $267K | 0.0% | N/A | 2.860% | |
11/10/2021 | Synergy Asset Management LLC | 174,699 | $6.16M | 1.4% | N/A | 49.914% | |
8/11/2021 | Susquehanna International Group LLP | 58,557 | $1.98M | 0.0% | +27.1% | 29.279% | |
7/31/2021 | Atlas Capital Advisors LLC | 20,848 | $705K | 0.1% | -2.2% | 10.424% | |
5/18/2021 | Citadel Advisors LLC | 9,212 | $300K | 0.0% | -81.3% | 3.685% | |
5/18/2021 | Jane Street Group LLC | 31,024 | $1.01M | 0.0% | -30.4% | 12.410% | |
5/12/2021 | UBS Group AG | 1,189 | $39K | 0.0% | N/A | 0.476% | |
3/26/2021 | Susquehanna International Group LLP | 8,024 | $268K | 0.0% | -83.0% | 3.210% | |
2/17/2021 | Jane Street Group LLC | 44,570 | $1.49M | 0.0% | +288.7% | 17.828% | |
11/17/2020 | Jane Street Group LLC | 11,467 | $345K | 0.0% | N/A | 4.587% | |