8/1/2025 | Oarsman Capital Inc. | 64,447 | $3.07M | 0.5% | +22.7% | 0.666% | |
7/31/2025 | Whipplewood Advisors LLC | 8,191 | $390K | 0.2% | +138.6% | 0.085% | |
7/29/2025 | Independence Asset Advisors LLC | 12,103 | $577K | 0.4% | +50.6% | 0.125% | |
7/25/2025 | Bill Few Associates Inc. | 14,641 | $697K | 0.2% | +6.8% | 0.151% | |
7/22/2025 | Belpointe Asset Management LLC | 8,419 | $401K | 0.0% | -4.9% | 0.087% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 14,711 | $701K | 0.0% | -24.7% | 0.152% | |
7/17/2025 | Eclectic Associates Inc. ADV | 74,989 | $3.57M | 0.8% | +59.8% | 0.777% | |
7/16/2025 | Swisher Financial Concepts Inc. | 12,052 | $574K | 0.4% | -22.4% | 0.125% | |
7/11/2025 | Silver Oak Securities Incorporated | 13,083 | $623K | 0.1% | +149.2% | 0.136% | |
7/8/2025 | 21 West Wealth Management LLC | 28,226 | $1.35M | 1.4% | N/A | 0.293% | |
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7/8/2025 | Gradient Investments LLC | 154,278 | $7.35M | 0.1% | +2.7% | 1.603% | |
5/20/2025 | Belpointe Asset Management LLC | 8,856 | $427K | 0.0% | N/A | 0.101% | |
5/15/2025 | Oarsman Capital Inc. | 52,503 | $2.53M | 0.5% | +42.9% | 0.600% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,229 | $156K | 0.0% | +43.5% | 0.037% | |
5/12/2025 | JPMorgan Chase & Co. | 5,600,876 | $269.96M | 0.0% | -2.7% | 64.010% | |
5/9/2025 | Beta Wealth Group Inc. | 92,334 | $4.45M | 1.6% | +44.8% | 1.055% | |
5/8/2025 | First Foundation Advisors | 492,017 | $23.72M | 1.0% | +283.9% | 5.623% | |
5/7/2025 | LPL Financial LLC | 117,919 | $5.68M | 0.0% | +18.9% | 1.348% | |
5/6/2025 | Cetera Investment Advisers | 41,647 | $2.01M | 0.0% | -35.7% | 0.476% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,733 | $662K | 0.0% | N/A | 0.157% | |
5/6/2025 | Milestone Asset Management Group LLC | 8,977 | $433K | 0.4% | +20.0% | 0.103% | |
5/2/2025 | Capital A Wealth Management LLC | 113,982 | $5.49M | 5.8% | N/A | 1.318% | |
4/29/2025 | Envestnet Asset Management Inc. | 22,191 | $1.07M | 0.0% | +15.0% | 0.257% | |
4/29/2025 | Silver Oak Securities Incorporated | 5,249 | $251K | 0.0% | N/A | 0.061% | |
4/23/2025 | Independence Asset Advisors LLC | 8,038 | $387K | 1.3% | N/A | 0.093% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,696 | $901K | 0.0% | +4.0% | 0.216% | |
4/10/2025 | Eclectic Associates Inc. ADV | 46,939 | $2.26M | 0.6% | +114.6% | 0.549% | |
4/10/2025 | Whipplewood Advisors LLC | 3,433 | $165K | 0.1% | -55.4% | 0.040% | |
4/9/2025 | RFG Advisory LLC | 5,610 | $270K | 0.0% | N/A | 0.066% | |
4/9/2025 | Swisher Financial Concepts Inc. | 15,540 | $749K | 0.6% | -17.7% | 0.182% | |
4/9/2025 | Gradient Investments LLC | 150,163 | $7.24M | 0.1% | +7.2% | 1.756% | |
3/27/2025 | Milestone Asset Management Group LLC | 7,483 | $354K | 0.3% | N/A | 0.088% | |
3/10/2025 | Mattson Financial Services LLC | 1,495 | $76K | 0.0% | +36.2% | 0.018% | |
2/17/2025 | Cetera Investment Advisers | 64,786 | $3.06M | 0.0% | -15.5% | 0.834% | |
2/17/2025 | Bank of America Corp DE | 16,926 | $800K | 0.0% | N/A | 0.218% | |
2/14/2025 | Capital Analysts LLC | 2,248 | $106K | 0.0% | N/A | 0.029% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,160 | $55K | 0.0% | +43.2% | 0.015% | |
2/13/2025 | First Foundation Advisors | 128,155 | $6.06M | 0.2% | +16.7% | 1.649% | |
2/13/2025 | Raymond James Financial Inc. | 4,873 | $230K | 0.0% | N/A | 0.063% | |
2/13/2025 | Swisher Financial Concepts Inc. | 18,884 | $893K | 1.1% | -42.0% | 0.243% | |
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2/13/2025 | Envestnet Asset Management Inc. | 19,302 | $913K | 0.0% | +175.6% | 0.248% | |
2/13/2025 | Oarsman Capital Inc. | 36,729 | $1.74M | 0.3% | +10,246.2% | 0.473% | |
2/12/2025 | OLD Mission Capital LLC | 24,794 | $1.17M | 0.0% | N/A | 0.319% | |
2/12/2025 | JPMorgan Chase & Co. | 5,759,188 | $272.29M | 0.0% | +6.1% | 74.121% | |
2/11/2025 | LPL Financial LLC | 99,194 | $4.69M | 0.0% | +3.1% | 1.277% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,017 | $568K | 0.0% | +49.1% | 0.155% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,461 | $69K | 0.0% | +38.2% | 0.019% | |
2/6/2025 | Raymond James Financial Inc. | 4,873 | $230K | 0.0% | N/A | 0.063% | |
2/6/2025 | Assetmark Inc. | 46,747 | $2.21M | 0.0% | +1.0% | 0.602% | |
2/5/2025 | Whipplewood Advisors LLC | 7,695 | $364K | 0.2% | N/A | 0.099% | |
1/31/2025 | Beta Wealth Group Inc. | 63,750 | $3.01M | 1.3% | +2.7% | 0.820% | |
1/23/2025 | Synergy Asset Management LLC | 6,652 | $315K | 0.0% | N/A | 0.086% | |
1/21/2025 | Geneos Wealth Management Inc. | 874 | $41K | 0.0% | N/A | 0.011% | |
1/21/2025 | Eclectic Associates Inc. ADV | 21,869 | $1.03M | 0.3% | +202.3% | 0.281% | |
1/21/2025 | Gradient Investments LLC | 140,068 | $6.62M | 0.1% | -5.9% | 1.803% | |
1/17/2025 | Bill Few Associates Inc. | 13,591 | $643K | 0.2% | -2.0% | 0.175% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 19,456 | $920K | 0.0% | +16.5% | 0.250% | |
12/26/2024 | JPMorgan Chase & Co. | 5,428,957 | $276.55M | 0.0% | -10.3% | 69.871% | |
11/15/2024 | MML Investors Services LLC | 5,369 | $273K | 0.0% | +17.4% | 0.069% | |
11/1/2024 | Assetmark Inc. | 46,306 | $2.36M | 0.0% | +65.2% | 0.596% | |
11/1/2024 | Beta Wealth Group Inc. | 62,049 | $3.16M | 1.4% | +7.3% | 0.799% | |
10/17/2024 | OmniStar Financial Group Inc. | 4,230 | $216K | 0.2% | -57.7% | 0.054% | |
10/16/2024 | Hengehold Capital Management LLC | 4,451 | $227K | 0.0% | N/A | 0.057% | |
10/5/2024 | Eclectic Associates Inc. ADV | 7,235 | $368K | 0.1% | N/A | 0.093% | |
9/30/2024 | Mattson Financial Services LLC | 1,098 | $48K | 0.0% | N/A | 0.014% | |
8/22/2024 | Cetera Investment Advisers | 79,088 | $3.49M | 0.0% | +17.9% | 1.018% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,755 | $77K | 0.0% | +79.8% | 0.023% | |
8/6/2024 | First Foundation Advisors | 91,436 | $4.03M | 0.2% | +1,415.1% | 1.177% | |
7/27/2024 | OmniStar Financial Group Inc. | 10,007 | $441K | 0.4% | -5.3% | 0.129% | |
7/18/2024 | Gradient Investments LLC | 142,562 | $6.29M | 0.1% | N/A | 1.835% | |
5/24/2024 | Cetera Investment Advisers | 67,100 | $2.94M | 0.0% | +195.7% | 0.864% | |
5/10/2024 | First Foundation Advisors | 6,035 | $265K | 0.0% | N/A | 0.079% | |
4/23/2024 | Global Retirement Partners LLC | 651 | $29K | 0.0% | +1,151.9% | 0.009% | |
2/12/2024 | Beta Wealth Group Inc. | 22,762 | $1.02M | 0.5% | +44.9% | 0.284% | |
2/9/2024 | Certified Advisory Corp | 8,777 | $395K | 0.1% | N/A | 0.109% | |
2/9/2024 | Assetmark Inc. | 25,527 | $1.15M | 0.0% | +79,671.9% | 0.318% | |
1/19/2024 | Hengehold Capital Management LLC | 4,451 | $200K | 0.0% | -26.2% | 0.055% | |
1/17/2024 | Bill Few Associates Inc. | 12,974 | $584K | 0.3% | +107.9% | 0.162% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 32,485 | $1.46M | 0.3% | N/A | 0.405% | |
11/15/2023 | JPMorgan Chase & Co. | 6,737,512 | $262.43M | 0.0% | -16.1% | 84.009% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,443 | $329K | 0.0% | +69.5% | 0.105% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 7,880 | $307K | 0.0% | -53.0% | 0.098% | |
10/20/2023 | Bill Few Associates Inc. | 6,239 | $243K | 0.1% | +7.1% | 0.078% | |
10/18/2023 | Private Trust Co. NA | 955 | $37K | 0.0% | N/A | 0.012% | |
10/16/2023 | Hengehold Capital Management LLC | 6,028 | $235K | 0.0% | -9.7% | 0.075% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 16,779 | $711K | 0.0% | -27.2% | 0.209% | |
8/11/2023 | Beta Wealth Group Inc. | 15,129 | $641K | 0.4% | +17.2% | 0.189% | |
8/11/2023 | JPMorgan Chase & Co. | 8,026,537 | $340.13M | 0.0% | -23.3% | 100.082% | |
8/10/2023 | Cetera Advisor Networks LLC | 43,188 | $1.83M | 0.0% | +22.4% | 0.539% | |
7/31/2023 | LPL Financial LLC | 11,178 | $474K | 0.0% | -7.2% | 0.139% | |
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7/18/2023 | Bill Few Associates Inc. | 5,825 | $247K | 0.1% | +7.5% | 0.056% | |
5/9/2023 | Beta Wealth Group Inc. | 12,914 | $546K | 0.3% | N/A | 0.121% | |
5/9/2023 | Tower Research Capital LLC TRC | 2,345 | $99K | 0.0% | -81.4% | 0.022% | |
5/5/2023 | Assetmark Inc. | 74,372 | $3.14M | 0.0% | +57,552.7% | 0.697% | |
2/13/2023 | JPMorgan Chase & Co. | 14,392,621 | $591.25M | 0.1% | -7.8% | 90.236% | |
2/8/2023 | Capital Analysts LLC | 900 | $37K | 0.0% | N/A | 0.006% | |
1/24/2023 | Bill Few Associates Inc. | 5,506 | $226K | 0.1% | +10.9% | 0.035% | |
1/20/2023 | Hengehold Capital Management LLC | 6,872 | $282K | 0.0% | -28.9% | 0.043% | |
11/14/2022 | Wellspring Financial Advisors LLC | 32,642 | $1.40M | 0.5% | N/A | 0.179% | |
11/10/2022 | Tower Research Capital LLC TRC | 6,836 | $293K | 0.0% | N/A | 0.038% | |