1/21/2025 | Geneos Wealth Management Inc. | 3,750 | $76K | 0.0% | +15.4% | 0.019% | |
1/21/2025 | Cornerstone Wealth Management LLC | 46,675 | $948K | 0.1% | +12.1% | 0.237% | |
1/17/2025 | Janney Montgomery Scott LLC | 37,688 | $765K | 0.0% | -11.2% | 0.191% | |
1/17/2025 | Westside Investment Management Inc. | 15,500 | $315K | 0.1% | +34.8% | 0.079% | |
1/17/2025 | Genesis Private Wealth LLC | 96,567 | $1.96M | 1.1% | N/A | 0.490% | |
1/16/2025 | Amplius Wealth Advisors LLC | 639,448 | $12.99M | 1.3% | +13.7% | 3.246% | |
1/15/2025 | TruWealth Advisors LLC | 387,478 | $7.87M | 0.5% | +0.8% | 1.967% | |
1/15/2025 | Lake Street Private Wealth LLC | 67,590 | $1.37M | 0.2% | -1.3% | 0.343% | |
1/15/2025 | Cvfg LLC | 21,630 | $439K | 0.4% | N/A | 0.110% | |
1/2/2025 | Global Wealth Strategies & Associates | 104,021 | $2.11M | 0.7% | +2.5% | 0.528% | |
|
12/26/2024 | JPMorgan Chase & Co. | 186,477 | $3.88M | 0.0% | +432.4% | 0.947% | |
11/20/2024 | Westside Investment Management Inc. | 11,500 | $238K | 0.1% | -17.9% | 0.058% | |
11/15/2024 | MML Investors Services LLC | 17,185 | $357K | 0.0% | +5.1% | 0.087% | |
11/15/2024 | Jane Street Group LLC | 26,584 | $552K | 0.0% | -86.8% | 0.135% | |
11/15/2024 | Redwood Investment Management LLC | 14,824 | $308K | 0.0% | -25.3% | 0.075% | |
11/14/2024 | Flow Traders U.S. LLC | 26,313 | $547K | 0.0% | N/A | 0.134% | |
11/14/2024 | Captrust Financial Advisors | 123,615 | $2.57M | 0.0% | +7.3% | 0.627% | |
11/13/2024 | Private Trust Co. NA | 15,405 | $320K | 0.0% | +110.7% | 0.078% | |
11/7/2024 | Vertex Planning Partners LLC | 10,813 | $225K | 0.1% | N/A | 0.055% | |
11/7/2024 | Joseph Group Capital Management | 2,374 | $49K | 0.0% | -17.5% | 0.012% | |
11/6/2024 | Natixis Advisors LLC | 35,787 | $744K | 0.0% | +8.1% | 0.182% | |
11/4/2024 | Baker Avenue Asset Management LP | 117,674 | $2.45M | 0.1% | +50.3% | 0.597% | |
10/29/2024 | Janney Montgomery Scott LLC | 42,438 | $882K | 0.0% | -5.5% | 0.215% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 135,566 | $2.82M | 0.0% | -34.5% | 0.688% | |
10/23/2024 | CENTRAL TRUST Co | 52,391 | $1.09M | 0.0% | -3.8% | 0.266% | |
10/22/2024 | Lake Street Private Wealth LLC | 68,490 | $1.42M | 0.2% | +0.8% | 0.348% | |
10/21/2024 | Moneywise Inc. | 200,471 | $4.17M | 2.0% | -34.7% | 1.018% | |
10/21/2024 | Foundations Investment Advisors LLC | 23,080 | $480K | 0.0% | +13.0% | 0.117% | |
10/21/2024 | Horst & Graben Wealth Management LLC | 12,766 | $265K | 0.0% | -11.4% | 0.065% | |
10/19/2024 | Pure Portfolios Holdings LLC | 13,913 | $289K | 0.1% | N/A | 0.071% | |
10/17/2024 | TruWealth Advisors LLC | 384,358 | $7.99M | 0.5% | +3.7% | 1.951% | |
10/16/2024 | Cornerstone Wealth Management LLC | 41,644 | $865K | 0.1% | +1.9% | 0.211% | |
10/16/2024 | Amplius Wealth Advisors LLC | 562,508 | $11.69M | 1.3% | +23.3% | 2.855% | |
10/1/2024 | Global Wealth Strategies & Associates | 101,464 | $2.11M | 0.7% | +2.8% | 0.515% | |
8/22/2024 | Cetera Investment Advisers | 84,916 | $1.73M | 0.0% | -0.8% | 0.431% | |
8/13/2024 | Joseph Group Capital Management | 2,878 | $59K | 0.0% | -14.7% | 0.015% | |
8/8/2024 | Wealthspire Advisors LLC | 168,668 | $3.44M | 0.0% | N/A | 0.856% | |
8/8/2024 | Condor Capital Management | 49,698 | $1.01M | 0.1% | +6.1% | 0.252% | |
8/6/2024 | Arbor Capital Management Inc. ADV | 69,468 | $1.41M | 1.3% | -1.7% | 0.353% | |
8/2/2024 | Foundations Investment Advisors LLC | 20,433 | $416K | 0.0% | +17.1% | 0.104% | |
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8/1/2024 | Natixis Advisors LLC | 33,104 | $674K | 0.0% | -14.6% | 0.168% | |
7/31/2024 | Strategic Equity Management | 11,912 | $243K | 0.2% | N/A | 0.060% | |
7/31/2024 | Commonwealth Equity Services LLC | 355,268 | $7.24M | 0.0% | -4.9% | 1.803% | |
7/30/2024 | Lakeside Advisors INC. | 36,964 | $753K | 0.5% | -9.8% | 0.188% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 14,405 | $293K | 0.1% | -26.3% | 0.073% | |
7/23/2024 | Amplius Wealth Advisors LLC | 456,113 | $9.29M | 1.0% | +559.1% | 2.315% | |
7/17/2024 | TruWealth Advisors LLC | 370,690 | $7.55M | 0.5% | -9.1% | 1.882% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 206,873 | $4.21M | 0.0% | -2.4% | 1.050% | |
7/2/2024 | Global Wealth Strategies & Associates | 98,730 | $2.01M | 0.7% | +6.4% | 0.501% | |
5/24/2024 | Cetera Advisors LLC | 37,078 | $766K | 0.0% | -16.5% | 0.188% | |
5/24/2024 | Cetera Investment Advisers | 85,620 | $1.77M | 0.0% | N/A | 0.435% | |
5/17/2024 | Comerica Bank | 15,055 | $311K | 0.0% | +7.1% | 0.076% | |
5/9/2024 | Condor Capital Management | 46,827 | $967K | 0.1% | +14.6% | 0.243% | |
5/9/2024 | New Insight Wealth Advisors | 17,476 | $361K | 0.2% | +9.4% | 0.091% | |
5/4/2024 | Geneos Wealth Management Inc. | 3,250 | $67K | 0.0% | +704.5% | 0.017% | |
5/2/2024 | AlphaQ Advisors LLC | 499,146 | $10.31M | 6.2% | +22.0% | 2.586% | |
5/1/2024 | Janney Montgomery Scott LLC | 62,130 | $1.28M | 0.0% | +9.7% | 0.322% | |
5/1/2024 | Private Advisor Group LLC | 22,415 | $463K | 0.0% | +48.8% | 0.116% | |
4/29/2024 | Commonwealth Equity Services LLC | 373,461 | $7.72M | 0.0% | +41.1% | 1.935% | |
4/24/2024 | CENTRAL TRUST Co | 56,914 | $1.18M | 0.0% | -21.7% | 0.300% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 13,370 | $276K | 0.2% | -32.2% | 0.070% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 285,689 | $5.90M | 0.0% | -0.5% | 1.504% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 19,540 | $404K | 0.1% | -6.7% | 0.103% | |
4/19/2024 | Westside Investment Management Inc. | 14,000 | $289K | 0.1% | +55.6% | 0.074% | |
4/19/2024 | Lake Street Private Wealth LLC | 67,130 | $1.39M | 0.2% | +1.5% | 0.353% | |
4/16/2024 | OneAscent Financial Services LLC | 28,391 | $587K | 0.1% | -2.1% | 0.149% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 212,025 | $4.38M | 0.0% | -7.3% | 1.116% | |
4/1/2024 | Global Wealth Strategies & Associates | 92,829 | $1.92M | 0.7% | +1.5% | 0.553% | |
3/1/2024 | Transcendent Capital Group LLC | 7,674 | $160K | 0.1% | N/A | 0.046% | |
2/14/2024 | Core Wealth Advisors Inc. | 85,751 | $1.79M | 0.7% | +8.5% | 0.510% | |
2/13/2024 | Joseph Group Capital Management | 5,908 | $123K | 0.1% | +72.2% | 0.035% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 74,492 | $1.55M | 1.1% | -5.2% | 0.443% | |
2/12/2024 | Condor Capital Management | 40,858 | $853K | 0.1% | +5.1% | 0.243% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 17,505 | $365K | 0.0% | -34.9% | 0.104% | |
2/9/2024 | Wells Fargo & Company MN | 1,685,926 | $35.19M | 0.0% | +36.3% | 10.035% | |
2/9/2024 | Paragon Private Wealth Management LLC | 43,595 | $910K | 0.6% | -15.5% | 0.259% | |
2/9/2024 | UBS Group AG | 638,435 | $13.32M | 0.0% | +282.6% | 3.800% | |
2/8/2024 | Janney Montgomery Scott LLC | 56,656 | $1.18M | 0.0% | -3.9% | 0.337% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 14,407 | $301K | 0.2% | -10.5% | 0.086% | |
2/7/2024 | Principal Securities Inc. | 3,044 | $64K | 0.0% | N/A | 0.018% | |
2/6/2024 | Private Advisor Group LLC | 15,064 | $314K | 0.0% | +7.1% | 0.090% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 19,710 | $411K | 0.3% | -14.7% | 0.117% | |
2/1/2024 | CWM LLC | 34,380 | $718K | 0.0% | -17.2% | 0.205% | |
1/29/2024 | Moneywise Inc. | 413,148 | $8.62M | 5.0% | -0.5% | 2.459% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 20,940 | $437K | 0.1% | -12.9% | 0.125% | |
1/29/2024 | AlphaQ Advisors LLC | 409,246 | $8.54M | 5.9% | +15.0% | 2.436% | |
1/24/2024 | CENTRAL TRUST Co | 72,665 | $1.52M | 0.0% | +33.9% | 0.433% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 46,811 | $976K | 0.3% | +102.0% | 0.279% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 287,168 | $5.99M | 0.0% | -9.3% | 1.709% | |
1/16/2024 | Raymond James & Associates | 31,844 | $665K | 0.0% | +105.5% | 0.190% | |
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1/11/2024 | Brookstone Capital Management | 19,586 | $409K | 0.0% | N/A | 0.117% | |
1/11/2024 | OneAscent Financial Services LLC | 28,997 | $605K | 0.1% | +2.2% | 0.173% | |
1/11/2024 | Amplius Wealth Advisors LLC | 287,059 | $5.99M | 0.7% | +10.9% | 1.709% | |
1/11/2024 | TruWealth Advisors LLC | 393,326 | $8.21M | 0.6% | +6.4% | 2.341% | |
1/10/2024 | Cornerstone Wealth Management LLC | 41,453 | $865K | 0.1% | N/A | 0.247% | |
1/2/2024 | Global Wealth Strategies & Associates | 91,421 | $1.91M | 0.8% | +5.0% | 0.544% | |
11/16/2023 | Westside Investment Management Inc. | 9,000 | $176K | 0.1% | +350.0% | 0.054% | |
11/15/2023 | Baker Avenue Asset Management LP | 114,085 | $2.23M | 0.1% | +96.7% | 0.679% | |
11/15/2023 | Ameriprise Financial Inc. | 2,773,230 | $54.09M | 0.0% | -5.7% | 16.507% | |
11/14/2023 | Paragon Private Wealth Management LLC | 51,565 | $1.01M | 0.8% | -3.9% | 0.307% | |