8/6/2025 | Convergence Financial LLC | 8,279 | $323K | 0.1% | +6.7% | 0.690% | |
7/18/2025 | Pure Financial Advisors LLC | 15,337 | $598K | 0.0% | +9.8% | 1.278% | |
7/14/2025 | GAMMA Investing LLC | 3,900 | $152K | 0.0% | -72.8% | 0.325% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,065 | $469K | 0.0% | -28.0% | 1.005% | |
7/10/2025 | Sharkey Howes & Javer | 17,571 | $685K | 0.1% | -21.1% | 1.464% | |
7/10/2025 | Focus Financial Network Inc. | 13,861 | $540K | 0.0% | -22.4% | 1.155% | |
5/15/2025 | Royal Bank of Canada | 201,025 | $7.75M | 0.0% | +0.7% | 15.463% | |
5/14/2025 | Hsbc Holdings PLC | 7,768 | $299K | 0.0% | N/A | 0.598% | |
5/13/2025 | Raymond James Financial Inc. | 382,714 | $14.75M | 0.0% | +0.4% | 29.440% | |
5/7/2025 | LPL Financial LLC | 252,236 | $9.72M | 0.0% | +7.0% | 19.403% | |
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5/6/2025 | Landmark Wealth Management Inc. | 17,003 | $655K | 0.3% | -76.4% | 1.308% | |
5/5/2025 | ARQ Wealth Advisors LLC | 49,779 | $1.92M | 0.7% | +31.2% | 3.829% | |
4/30/2025 | Sharkey Howes & Javer | 22,280 | $859K | 0.1% | +29.1% | 1.714% | |
4/30/2025 | Forthright Family Wealth Advisory LLC | 32,938 | $1.27M | 0.8% | +0.9% | 2.534% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,096,718 | $42.28M | 0.0% | +1.8% | 84.363% | |
4/23/2025 | Pure Financial Advisors LLC | 13,974 | $539K | 0.0% | -9.8% | 1.075% | |
4/17/2025 | Sowell Financial Services LLC | 7,263 | $280K | 0.0% | N/A | 0.559% | |
4/15/2025 | Focus Financial Network Inc. | 17,861 | $689K | 0.0% | +7.2% | 1.374% | |
4/15/2025 | GAMMA Investing LLC | 14,316 | $552K | 0.0% | +126.3% | 1.101% | |
4/7/2025 | GAMMA Investing LLC | 551,882 | $21.28M | 0.0% | +8,624.0% | 12.834% | |
4/2/2025 | Marcum Wealth LLC | 6,015 | $232K | 0.0% | N/A | 0.140% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 16,574 | $630K | 0.0% | +53.5% | 0.385% | |
3/3/2025 | Forthright Family Wealth Advisory LLC | 32,642 | $1.24M | 0.8% | +150.0% | 0.710% | |
2/19/2025 | ARQ Wealth Advisors LLC | 37,943 | $1.45M | 0.6% | +18.6% | 0.825% | |
2/17/2025 | Bank of America Corp DE | 10,449 | $397K | 0.0% | -24.5% | 0.067% | |
2/14/2025 | Jane Street Group LLC | 103,549 | $3.94M | 0.0% | +329.5% | 0.664% | |
2/14/2025 | Susquehanna International Group LLP | 40,209 | $1.53M | 0.0% | -22.9% | 0.258% | |
2/14/2025 | Stifel Financial Corp | 41,048 | $1.56M | 0.0% | +1.4% | 0.263% | |
2/14/2025 | GeoWealth Management LLC | 86,596 | $3.29M | 0.1% | -21.3% | 0.555% | |
2/13/2025 | Raymond James Financial Inc. | 381,056 | $14.50M | 0.0% | N/A | 2.443% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,076,888 | $40.97M | 0.0% | -0.5% | 6.903% | |
2/12/2025 | OLD Mission Capital LLC | 31,300 | $1.19M | 0.0% | N/A | 0.201% | |
2/12/2025 | RiverFront Investment Group LLC | 1,033,698 | $39.32M | 0.9% | +10.6% | 6.626% | |
2/12/2025 | JPMorgan Chase & Co. | 808,212 | $30.74M | 0.0% | +2,147.0% | 5.181% | |
2/11/2025 | LPL Financial LLC | 235,638 | $8.96M | 0.0% | +1.8% | 1.511% | |
2/6/2025 | Raymond James Financial Inc. | 381,056 | $14.50M | 0.0% | N/A | 2.443% | |
2/6/2025 | Adventist Health System Sunbelt Healthcare Corp | 8,153,500 | $310.16M | 9.9% | -24.5% | 52.266% | |
2/5/2025 | Sharkey Howes & Javer | 17,255 | $656K | 0.1% | +7.3% | 0.111% | |
1/31/2025 | Truist Financial Corp | 36,389 | $1.38M | 0.0% | -8.2% | 0.233% | |
1/29/2025 | Focus Financial Network Inc. | 16,661 | $637K | 0.0% | +3.4% | 0.107% | |
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1/29/2025 | Savant Capital LLC | 8,572 | $326K | 0.0% | N/A | 0.055% | |
1/28/2025 | Landmark Wealth Management Inc. | 72,088 | $2.74M | 1.3% | -9.6% | 0.462% | |
1/17/2025 | Janney Montgomery Scott LLC | 120,051 | $4.57M | 0.0% | -1.0% | 0.770% | |
1/16/2025 | Pure Financial Advisors LLC | 15,499 | $590K | 0.0% | +7.7% | 0.099% | |
1/3/2025 | GAMMA Investing LLC | 6,326 | $241K | 0.0% | +53.0% | 0.041% | |
12/26/2024 | JPMorgan Chase & Co. | 35,968 | $1.46M | 0.0% | +190.7% | 0.231% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 13,058 | $517K | 0.3% | N/A | 0.084% | |
11/18/2024 | TD Private Client Wealth LLC | 883 | $36K | 0.0% | +66.0% | 0.006% | |
11/15/2024 | Jane Street Group LLC | 24,112 | $979K | 0.0% | -31.7% | 0.155% | |
11/15/2024 | Stifel Financial Corp | 40,465 | $1.64M | 0.0% | +90.0% | 0.259% | |
11/14/2024 | Flow Traders U.S. LLC | 29,815 | $1.21M | 0.1% | +136.5% | 0.191% | |
11/1/2024 | Source Financial Advisors LLC | 8,502 | $345K | 0.1% | N/A | 0.055% | |
10/30/2024 | United Advisor Group LLC | 6,775 | $275K | 0.1% | -6.5% | 0.043% | |
10/29/2024 | Janney Montgomery Scott LLC | 121,235 | $4.93M | 0.0% | +84.9% | 0.777% | |
10/28/2024 | Focus Financial Network Inc. | 16,118 | $655K | 0.0% | +4.5% | 0.103% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,797 | $439K | 0.0% | N/A | 0.069% | |
10/23/2024 | Convergence Financial LLC | 7,368 | $299K | 0.1% | +10.4% | 0.047% | |
10/18/2024 | Raymond James & Associates | 393,207 | $15.97M | 0.0% | +83.1% | 2.521% | |
10/10/2024 | Koshinski Asset Management Inc. | 8,333 | $338K | 0.0% | +33.0% | 0.053% | |
10/9/2024 | Marcum Wealth LLC | 6,304 | $256K | 0.0% | N/A | 0.040% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 5,000 | $203K | 0.0% | N/A | 0.032% | |
10/7/2024 | GAMMA Investing LLC | 4,135 | $168K | 0.0% | +324.5% | 0.027% | |
8/28/2024 | RiverFront Investment Group LLC | 483,741 | $18.71M | 0.5% | +12.4% | 3.101% | |
8/21/2024 | Truist Financial Corp | 28,780 | $1.11M | 0.0% | +2.4% | 0.184% | |
8/14/2024 | Bank of Montreal Can | 9,891 | $386K | 0.0% | N/A | 0.063% | |
8/8/2024 | Envestnet Asset Management Inc. | 650,139 | $25.14M | 0.0% | +2.9% | 4.168% | |
7/22/2024 | Focus Financial Network Inc. | 15,431 | $606K | 0.0% | +2.2% | 0.099% | |
7/19/2024 | Raymond James & Associates | 214,700 | $8.30M | 0.0% | +4.2% | 1.376% | |
7/17/2024 | Sharkey Howes & Javer | 15,835 | $612K | 0.1% | -11.3% | 0.102% | |
7/2/2024 | GAMMA Investing LLC | 974 | $38K | 0.0% | N/A | 0.006% | |
5/23/2024 | ARQ Wealth Advisors LLC | 25,949 | $1.02M | 0.4% | N/A | 0.166% | |
5/17/2024 | Comerica Bank | 3,433 | $135K | 0.0% | N/A | 0.022% | |
5/16/2024 | Jane Street Group LLC | 188,892 | $7.42M | 0.0% | N/A | 1.211% | |
5/2/2024 | RiverFront Investment Group LLC | 430,692 | $16.92M | 0.5% | N/A | 2.519% | |
5/1/2024 | Janney Montgomery Scott LLC | 70,052 | $2.75M | 0.0% | N/A | 0.410% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 92,655 | $3.64M | 0.2% | +6.7% | 0.542% | |
4/22/2024 | Raymond James & Associates | 206,075 | $8.09M | 0.0% | N/A | 1.205% | |
4/9/2024 | Mather Group LLC. | 867 | $35K | 0.0% | N/A | 0.013% | |
2/12/2024 | Focus Financial Network Inc. ADV | 14,514 | $582K | 0.0% | N/A | 0.220% | |
2/9/2024 | Hoylecohen LLC | 113,089 | $4.51M | 0.4% | -1.4% | 1.713% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 86,827 | $3.46M | 0.3% | +3.9% | 1.316% | |
1/19/2024 | Sharkey Howes & Javer | 5,670 | $226K | 0.0% | N/A | 0.086% | |
1/11/2024 | BKM Wealth Management LLC | 1,791 | $71K | 0.0% | N/A | 0.027% | |
1/11/2024 | BKM Wealth Management LLC | 1,791 | $71K | 0.0% | N/A | 0.027% | |
1/8/2024 | Pure Financial Advisors LLC | 14,174 | $565K | 0.0% | +4.3% | 0.215% | |
11/15/2023 | Baker Avenue Asset Management LP | 144,144 | $5.37M | 0.2% | +20.1% | 2.184% | |
11/4/2023 | Aspire Private Capital LLC | 772 | $29K | 0.0% | +102.1% | 0.012% | |
11/2/2023 | Hoylecohen LLC | 114,736 | $4.27M | 0.4% | +3.1% | 1.738% | |
10/13/2023 | McKinley Carter Wealth Services Inc. | 83,569 | $3.11M | 0.2% | +7.5% | 1.266% | |
10/10/2023 | Pure Financial Advisors LLC | 13,586 | $506K | 0.0% | +25.0% | 0.206% | |
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8/18/2023 | ARQ Wealth Advisors LLC | 13,231 | $516K | 0.3% | N/A | 0.200% | |
8/10/2023 | GeoWealth Management LLC | 61,859 | $2.41M | 0.3% | N/A | 0.937% | |
8/7/2023 | Hoylecohen LLC | 111,294 | $4.34M | 0.4% | -4.6% | 1.686% | |
8/3/2023 | McKinley Carter Wealth Services Inc. | 77,717 | $3.03M | 0.2% | N/A | 1.178% | |
8/2/2023 | Bank of Montreal Can | 14,293 | $558K | 0.0% | N/A | 0.217% | |
7/31/2023 | LPL Financial LLC | 87,876 | $3.42M | 0.0% | +74.7% | 1.331% | |
5/5/2023 | Hoylecohen LLC | 116,711 | $4.59M | 0.4% | +1.7% | 2.202% | |
4/28/2023 | Ameritas Advisory Services LLC | 652 | $25K | 0.0% | N/A | 0.012% | |
4/26/2023 | Slow Capital Inc. | 1,628 | $64K | 0.0% | -97.2% | 0.031% | |
4/24/2023 | Merit Financial Group LLC | 5,640 | $222K | 0.0% | -75.1% | 0.106% | |