11/8/2024 | Retireful LLC | 49,538 | $1.62M | 1.2% | N/A | 2.163% | |
7/26/2024 | AlphaStar Capital Management LLC | 23,082 | $708K | 0.1% | -2.8% | 1.008% | |
4/24/2024 | Win Advisors Inc. | 41,142 | $1.28M | 0.6% | N/A | 1.758% | |
2/7/2024 | AlphaStar Capital Management LLC | 26,563 | $824K | 0.1% | -1.7% | 1.130% | |
2/5/2024 | Silver Oak Securities Incorporated | 101,275 | $3.14M | 0.4% | N/A | 4.310% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 6,775 | $210K | 0.1% | N/A | 0.288% | |
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1/16/2024 | Raymond James & Associates | 31,212 | $969K | 0.0% | +14.2% | 1.328% | |
11/4/2023 | NBC Securities Inc. | 973 | $28K | 0.0% | N/A | 0.041% | |
10/24/2023 | Raymond James & Associates | 27,335 | $787K | 0.0% | +17.8% | 1.163% | |
8/3/2023 | AlphaStar Capital Management LLC | 27,052 | $820K | 0.1% | -81.5% | 1.151% | |
7/25/2023 | Raymond James & Associates | 23,214 | $703K | 0.0% | +14.2% | 0.988% | |
5/10/2023 | Moran Wealth Management LLC | 119,641 | $3.63M | 0.1% | +13.0% | 4.729% | |
5/3/2023 | AlphaStar Capital Management LLC | 145,887 | $4.33M | 0.4% | +24.2% | 5.766% | |
5/3/2023 | Youngs Advisory Group Inc. | 18,092 | $549K | 0.3% | -47.6% | 0.715% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,252 | $68K | 0.0% | N/A | 0.089% | |
3/6/2023 | OLD Mission Capital LLC | 12,677 | $374K | 0.0% | N/A | 0.461% | |
2/13/2023 | Moran Wealth Management LLC | 105,890 | $3.12M | 0.1% | N/A | 3.851% | |
2/8/2023 | Raymond James & Associates | 20,615 | $608K | 0.0% | +16.4% | 0.750% | |
2/8/2023 | Belpointe Asset Management LLC | 848 | $25K | 0.0% | N/A | 0.031% | |
2/8/2023 | AlphaStar Capital Management LLC | 117,463 | $3.46M | 0.4% | -7.8% | 4.271% | |
2/7/2023 | Commonwealth Equity Services LLC | 22,283 | $657K | 0.0% | N/A | 0.810% | |
2/7/2023 | LPL Financial LLC | 24,495 | $722K | 0.0% | -17.5% | 0.891% | |
1/25/2023 | Fifth Third Bancorp | 5,177 | $153K | 0.0% | N/A | 0.178% | |
1/25/2023 | Youngs Advisory Group Inc. | 34,517 | $1.02M | 0.6% | -34.4% | 1.186% | |
11/8/2022 | Rossmore Private Capital | 33,240 | $938K | 0.2% | +13.1% | 1.213% | |
11/4/2022 | CX Institutional | 8,574 | $242K | 0.0% | +19.1% | 0.313% | |
10/25/2022 | Raymond James & Associates | 17,707 | $500K | 0.0% | +8.8% | 0.632% | |
10/21/2022 | Alphastar Capital Management LLC | 127,368 | $3.60M | 0.4% | -6.3% | 4.549% | |
10/18/2022 | Youngs Advisory Group Inc. | 52,614 | $1.49M | 1.0% | +4.0% | 1.913% | |
8/3/2022 | Envestnet Asset Management Inc. | 132,134 | $4.06M | 0.0% | -5.1% | 4.276% | |
7/27/2022 | Alphastar Capital Management LLC | 135,878 | $4.18M | 0.4% | -4.9% | 4.383% | |
7/26/2022 | Joseph P. Lucia & Associates LLC | 7,125 | $219K | 0.2% | -9.2% | 0.230% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,062 | $524K | 0.0% | +25.2% | 0.549% | |
7/13/2022 | Youngs Advisory Group Inc. | 50,584 | $1.56M | 1.0% | N/A | 1.626% | |
5/9/2022 | CX Institutional | 7,217 | $246K | 0.0% | +7.6% | 0.229% | |
5/9/2022 | Rossmore Private Capital | 26,525 | $905K | 0.1% | +37.6% | 0.842% | |
5/4/2022 | Commonwealth Equity Services LLC | 13,632 | $465K | 0.0% | -7.3% | 0.429% | |
5/4/2022 | Envestnet Asset Management Inc. | 139,235 | $4.75M | 0.0% | -7.7% | 4.378% | |
4/28/2022 | Alphastar Capital Management LLC | 142,822 | $4.87M | 0.4% | -6.2% | 4.491% | |
4/27/2022 | Cliftonlarsonallen Wealth Advisors LLC | 24,728 | $844K | 0.0% | N/A | 0.778% | |
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4/19/2022 | Joseph P. Lucia & Associates LLC | 7,850 | $268K | 0.2% | -7.1% | 0.250% | |
2/8/2022 | Raymond James & Associates | 22,018 | $780K | 0.0% | +7.5% | 0.734% | |
2/7/2022 | Rossmore Private Capital | 19,275 | $683K | 0.1% | +8.4% | 0.643% | |
2/4/2022 | Envestnet Asset Management Inc. | 150,786 | $5.34M | 0.0% | -3.1% | 5.026% | |
2/4/2022 | Alphastar Capital Management LLC | 152,182 | $5.39M | 0.4% | -25.0% | 5.073% | |
1/10/2022 | Patriot Financial Group Insurance Agency LLC | 3,426 | $121K | 0.0% | -47.9% | 0.103% | |
11/24/2021 | Patriot Financial Group Insurance Agency LLC | 6,577 | $231K | 0.0% | +8.8% | 0.198% | |
11/16/2021 | LPL Financial LLC | 52,127 | $1.83M | 0.0% | -15.7% | 1.580% | |
11/2/2021 | Alphastar Capital Management LLC | 203,031 | $7.16M | 0.5% | +22.2% | 6.171% | |
11/2/2021 | Raymond James & Associates | 20,481 | $719K | 0.0% | +7.1% | 0.623% | |
10/29/2021 | Commonwealth Equity Services LLC | 14,702 | $516K | 0.0% | +9.6% | 0.490% | |
10/13/2021 | Joseph P. Lucia & Associates LLC | 8,450 | $297K | 0.2% | -4.2% | 0.280% | |
8/17/2021 | Wells Fargo & Company MN | 134,779 | $4.80M | 0.0% | +58.4% | 3.907% | |
8/16/2021 | Royal Bank of Canada | 39,775 | $1.42M | 0.0% | +2.5% | 1.153% | |
8/16/2021 | State Street Corp | 1,479,851 | $52.73M | 0.0% | -0.6% | 42.894% | |
8/13/2021 | OLD Mission Capital LLC | 10,278 | $366K | 0.0% | -52.5% | 0.298% | |
8/13/2021 | LPL Financial LLC | 61,837 | $2.20M | 0.0% | +148.1% | 1.792% | |
8/13/2021 | Stifel Financial Corp | 57,854 | $2.06M | 0.0% | +1.9% | 1.677% | |
8/12/2021 | Elevation Capital Advisory LLC | 259,022 | $9.22M | 5.2% | N/A | 7.508% | |
8/11/2021 | Commonwealth Equity Services LLC | 13,417 | $478K | 0.0% | +6.4% | 0.389% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 23,417 | $834K | 0.0% | +15.9% | 0.681% | |
5/18/2021 | Morgan Stanley | 20,093 | $695K | 0.0% | -16.6% | 0.609% | |
5/17/2021 | Royal Bank of Canada | 38,800 | $1.34M | 0.0% | +14.2% | 1.176% | |
5/14/2021 | Stonebridge Capital Advisors LLC | 1,719 | $59K | 0.0% | N/A | 0.052% | |
5/14/2021 | Stifel Financial Corp | 56,752 | $1.96M | 0.0% | N/A | 1.715% | |
5/12/2021 | UBS Group AG | 59,744 | $2.07M | 0.0% | -7.6% | 1.805% | |
5/10/2021 | Rossmore Private Capital | 17,745 | $614K | 0.1% | +110.7% | 0.536% | |
5/10/2021 | Kestra Advisory Services LLC | 7,252 | $251K | 0.0% | N/A | 0.219% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 20,207 | $699K | 0.0% | -12.2% | 0.610% | |
5/4/2021 | Envestnet Asset Management Inc. | 165,493 | $5.73M | 0.0% | -6.8% | 4.811% | |
4/27/2021 | AE Wealth Management LLC | 132,994 | $4.60M | 0.0% | -75.6% | 3.866% | |
4/12/2021 | Trilogy Capital Inc. | 164,931 | $5.71M | 0.4% | -5.2% | 4.633% | |
2/17/2021 | United Capital Financial Advisers LLC | 9,323 | $316K | 0.0% | -27.1% | 0.267% | |
2/12/2021 | LPL Financial LLC | 30,564 | $1.04M | 0.0% | -24.3% | 0.876% | |
2/10/2021 | Rossmore Private Capital | 8,420 | $285K | 0.1% | +6.3% | 0.241% | |
2/9/2021 | Wells Fargo & Company MN | 101,652 | $3.44M | 0.0% | +140.6% | 2.913% | |
2/9/2021 | Sawtooth Solutions LLC | 530,385 | $17.96M | 0.3% | N/A | 15.197% | |
2/6/2021 | Trilogy Capital Inc. | 174,065 | $5.90M | 0.5% | N/A | 4.988% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 23,003 | $779K | 0.0% | +3.3% | 0.657% | |
2/1/2021 | AE Wealth Management LLC | 545,654 | $18.48M | 0.2% | N/A | 15.590% | |
1/29/2021 | Joseph P. Lucia & Associates LLC | 8,825 | $299K | 0.2% | -6.1% | 0.250% | |
1/27/2021 | AlphaStar Capital Management LLC | 166,520 | $5.69M | 1.0% | -4.8% | 4.704% | |
1/15/2021 | Patriot Financial Group Insurance Agency LLC | 5,947 | $201K | 0.1% | N/A | 0.168% | |
11/18/2020 | Detalus Advisors LLC | 24,162 | $751K | 0.5% | +2.2% | 0.765% | |
11/13/2020 | Morgan Stanley | 20,088 | $624K | 0.0% | -30.1% | 0.636% | |
11/10/2020 | Rossmore Private Capital | 7,920 | $246K | 0.1% | N/A | 0.261% | |
11/10/2020 | State Street Corp | 1,529,637 | $47.51M | 0.0% | -1.0% | 50.317% | |
11/9/2020 | LPL Financial LLC | 40,373 | $1.25M | 0.0% | -8.3% | 1.328% | |
11/5/2020 | Wells Fargo & Company MN | 42,250 | $1.31M | 0.0% | -40.1% | 1.390% | |
11/4/2020 | Raymond James & Associates | 9,528 | $296K | 0.0% | +3.6% | 0.313% | |
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