4/17/2025 | Copia Wealth Management | 17,221 | $410K | 0.4% | -18.3% | 0.492% | |
4/11/2025 | Insight Advisors LLC PA | 29,569 | $704K | 0.1% | +24.4% | 0.845% | |
4/10/2025 | Breakwater Capital Group | 34,975 | $833K | 0.1% | +13.3% | 0.999% | |
3/6/2025 | Copia Wealth Management | 21,089 | $495K | 0.5% | N/A | 0.620% | |
2/17/2025 | Cetera Investment Advisers | 10,019 | $235K | 0.0% | -29.0% | 0.436% | |
2/17/2025 | Citadel Advisors LLC | 35,427 | $832K | 0.0% | +82.8% | 1.540% | |
2/17/2025 | Bank of America Corp DE | 3,296 | $77K | 0.0% | -30.8% | 0.143% | |
2/17/2025 | Ameriprise Financial Inc. | 171,402 | $4.02M | 0.0% | +24.9% | 7.452% | |
2/14/2025 | Jane Street Group LLC | 61,796 | $1.45M | 0.0% | N/A | 2.687% | |
2/14/2025 | TD Waterhouse Canada Inc. | 1,460 | $34K | 0.0% | +46.0% | 0.063% | |
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2/13/2025 | CreativeOne Wealth LLC | 185,820 | $4.36M | 0.1% | +4.8% | 8.079% | |
2/13/2025 | Advisory Services Network LLC | 94,885 | $2.23M | 0.0% | N/A | 4.125% | |
2/12/2025 | Hobbs Group Advisors LLC | 19,870 | $467K | 0.2% | N/A | 0.864% | |
2/12/2025 | JPMorgan Chase & Co. | 7,947 | $187K | 0.0% | N/A | 0.346% | |
2/11/2025 | LPL Financial LLC | 281,133 | $6.60M | 0.0% | -38.8% | 12.223% | |
2/6/2025 | Jones Financial Companies Lllp | 25,806 | $606K | 0.0% | +67.7% | 1.122% | |
1/31/2025 | Truist Financial Corp | 126,762 | $2.98M | 0.0% | -1.7% | 5.511% | |
1/30/2025 | Allworth Financial LP | 2,379 | $56K | 0.0% | N/A | 0.103% | |
1/27/2025 | Insight Advisors LLC PA | 23,764 | $559K | 0.1% | +6.2% | 1.033% | |
1/23/2025 | Capital Investment Advisory Services LLC | 12,954 | $304K | 0.0% | -26.6% | 0.563% | |
1/16/2025 | Prairiewood Capital LLC | 69,402 | $1.63M | 0.7% | -2.0% | 3.017% | |
1/14/2025 | Breakwater Capital Group | 30,877 | $725K | 0.1% | +6.6% | 1.342% | |
11/14/2024 | CreativeOne Wealth LLC | 177,355 | $4.28M | 0.1% | +53.6% | 7.711% | |
8/21/2024 | Truist Financial Corp | 129,001 | $3.01M | 0.0% | -1.8% | 5.609% | |
8/16/2024 | NewEdge Advisors LLC | 40,182 | $939K | 0.0% | -62.7% | 1.747% | |
7/26/2024 | Breakwater Capital Group | 23,047 | $538K | 0.1% | +4.2% | 1.002% | |
7/18/2024 | Prairiewood Capital LLC | 71,044 | $1.66M | 0.8% | -3.3% | 3.089% | |
7/16/2024 | Insight Advisors LLC PA | 16,457 | $384K | 0.1% | +13.4% | 0.716% | |
5/14/2024 | CreativeOne Wealth LLC | 93,505 | $2.19M | 0.1% | +117.6% | 4.065% | |
5/7/2024 | Insight Advisors LLC PA | 14,516 | $340K | 0.1% | -9.5% | 0.631% | |
4/30/2024 | Private Advisor Group LLC | 64,841 | $1.52M | 0.0% | +17.6% | 2.819% | |
4/26/2024 | Prairiewood Capital LLC | 73,504 | $1.72M | 0.8% | -2.1% | 3.267% | |
4/18/2024 | Breakwater Capital Group | 22,116 | $519K | 0.1% | -8.9% | 0.983% | |
2/9/2024 | CreativeOne Wealth LLC | 42,973 | $1.02M | 0.1% | +206.1% | 2.262% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,832 | $257K | 0.0% | -12.8% | 0.570% | |
2/6/2024 | Private Advisor Group LLC | 55,116 | $1.31M | 0.0% | +55.5% | 2.901% | |
1/16/2024 | Prairiewood Capital LLC | 75,044 | $1.78M | 0.9% | -3.6% | 3.950% | |
11/13/2023 | LPL Financial LLC | 200,007 | $4.51M | 0.0% | +35.5% | 10.527% | |
11/13/2023 | Kestra Advisory Services LLC | 9,882 | $223K | 0.0% | +7.6% | 0.520% | |
11/6/2023 | Breakwater Capital Group | 24,549 | $552K | 0.2% | N/A | 1.292% | |
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11/3/2023 | Private Advisor Group LLC | 35,449 | $800K | 0.0% | +29.8% | 1.866% | |
10/17/2023 | CreativeOne Wealth LLC | 14,041 | $317K | 0.0% | N/A | 0.739% | |
10/12/2023 | Prairiewood Capital LLC | 77,853 | $1.76M | 1.1% | +13.5% | 4.098% | |
8/10/2023 | Private Advisor Group LLC | 27,312 | $630K | 0.0% | N/A | 1.437% | |
8/10/2023 | Cetera Investment Advisers | 20,897 | $482K | 0.0% | N/A | 1.100% | |
8/3/2023 | Dearborn Partners LLC | 49,128 | $1.13M | 0.0% | N/A | 2.586% | |
8/3/2023 | Bank of New York Mellon Corp | 207,723 | $4.79M | 0.0% | N/A | 10.933% | |
8/2/2023 | Bank of Montreal Can | 31,500 | $742K | 0.0% | N/A | 1.658% | |
7/31/2023 | LPL Financial LLC | 147,600 | $3.41M | 0.0% | +28.0% | 7.768% | |
7/24/2023 | Prairiewood Capital LLC | 68,572 | $1.58M | 1.1% | +5.4% | 4.034% | |
7/11/2023 | Brookstone Capital Management | 27,098 | $620K | 0.0% | -3.8% | 1.594% | |
5/10/2023 | LPL Financial LLC | 115,303 | $2.70M | 0.0% | -42.0% | 8.236% | |
5/3/2023 | Insight Advisors LLC PA | 16,146 | $379K | 0.1% | +7.2% | 1.153% | |
4/28/2023 | Avantax Advisory Services Inc. | 12,367 | $290K | 0.0% | -88.4% | 0.883% | |
4/19/2023 | Prairiewood Capital LLC | 65,070 | $1.53M | 1.0% | +20.6% | 4.648% | |
4/19/2023 | Brookstone Capital Management | 28,182 | $660K | 0.0% | -7.9% | 2.013% | |
2/21/2023 | Insight Advisors LLC PA | 15,068 | $347K | 0.1% | -8.0% | 1.039% | |
2/7/2023 | LPL Financial LLC | 198,672 | $4.57M | 0.0% | +89.0% | 13.702% | |
1/20/2023 | Prairiewood Capital LLC | 53,947 | $1.24M | 0.9% | +9.3% | 3.173% | |
1/9/2023 | Brookstone Capital Management | 30,601 | $714K | 0.0% | -7.8% | 1.855% | |
12/12/2022 | Insight Advisors LLC PA | 16,383 | $369K | 0.1% | -8.7% | 1.311% | |
11/2/2022 | Avantax Advisory Services Inc. | 108,179 | $2.44M | 0.0% | +16.3% | 8.654% | |
10/14/2022 | Brookstone Capital Management | 33,189 | $745K | 0.0% | -8.7% | 2.655% | |
10/13/2022 | Prairiewood Capital LLC | 49,363 | $1.11M | 0.9% | +6.7% | 3.949% | |
8/12/2022 | Strategic Blueprint LLC | 10,496 | $246K | 0.0% | N/A | 0.840% | |
8/11/2022 | Insight Advisors LLC PA | 17,939 | $432K | 0.1% | -23.1% | 1.435% | |
8/2/2022 | Avantax Advisory Services Inc. | 93,027 | $2.18M | 0.0% | +4.3% | 7.442% | |
7/29/2022 | Total Clarity Wealth Management Inc. | 1,500 | $35K | 0.0% | N/A | 0.120% | |
7/13/2022 | Prairiewood Capital LLC | 46,276 | $1.09M | 0.9% | +1.3% | 3.191% | |
7/11/2022 | Brookstone Capital Management | 36,347 | $855K | 0.0% | -23.7% | 2.507% | |
6/2/2022 | Insight Advisors LLC PA | 23,329 | $576K | 0.2% | -16.0% | 1.505% | |
5/13/2022 | Insight Advisors LLC PA | 23,329 | $576K | 0.2% | -16.0% | 1.505% | |
5/3/2022 | Capital Investment Advisory Services LLC | 17,809 | $440K | 0.0% | -2.7% | 1.149% | |
4/28/2022 | Evensky & Katz LLC | 6,897 | $170K | 0.0% | -9.9% | 0.445% | |
4/27/2022 | Avantax Advisory Services Inc. | 89,178 | $2.21M | 0.0% | +12.3% | 5.753% | |
4/20/2022 | Prairiewood Capital LLC | 45,688 | $1.13M | 0.8% | +14.9% | 2.948% | |
4/12/2022 | Brookstone Capital Management | 47,621 | $1.15M | 0.0% | -47.0% | 3.072% | |
2/7/2022 | Benjamin Edwards Inc. | 14,351 | $376K | 0.1% | +2.9% | 0.897% | |
2/3/2022 | Total Clarity Wealth Management Inc. | 1,500 | $39K | 0.0% | N/A | 0.094% | |
2/1/2022 | Capital Investment Advisory Services LLC | 18,298 | $479K | 0.1% | -5.2% | 1.144% | |
1/31/2022 | CWM LLC | 1,681 | $44K | 0.0% | N/A | 0.105% | |
1/24/2022 | Avantax Advisory Services Inc. | 79,436 | $2.08M | 0.0% | +6.7% | 4.965% | |
1/20/2022 | Prairiewood Capital LLC | 39,754 | $1.04M | 0.8% | -6.1% | 2.485% | |
1/20/2022 | Parallel Advisors LLC | 2,000 | $52K | 0.0% | -50.0% | 0.125% | |
1/19/2022 | Newbridge Financial Services Group Inc. | 3,462 | $91K | 0.0% | N/A | 0.216% | |
1/11/2022 | Brookstone Capital Management | 89,853 | $2.33M | 0.0% | -12.3% | 5.446% | |
11/16/2021 | LPL Financial LLC | 109,072 | $2.92M | 0.0% | +3.2% | 6.060% | |
11/15/2021 | Invesco Ltd. | 148,622 | $3.98M | 0.0% | +41.8% | 8.257% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,460 | $38K | 0.0% | -31.0% | 0.081% | |
11/3/2021 | Brookstone Capital Management | 102,415 | $2.74M | 0.0% | -4.6% | 5.690% | |
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11/2/2021 | Benjamin Edwards Inc. | 13,943 | $373K | 0.2% | -53.1% | 0.775% | |
10/27/2021 | Dearborn Partners LLC | 23,096 | $618K | 0.0% | -47.9% | 1.283% | |
10/21/2021 | Avantax Advisory Services Inc. | 74,414 | $1.99M | 0.0% | +18.8% | 4.022% | |
10/6/2021 | Evensky & Katz LLC | 7,728 | $207K | 0.0% | -19.1% | 0.418% | |
8/17/2021 | Invesco Ltd. | 104,791 | $2.82M | 0.0% | +53.2% | 5.374% | |
8/17/2021 | Citadel Advisors LLC | 125,643 | $3.39M | 0.0% | -4.0% | 6.443% | |
8/16/2021 | Royal Bank of Canada | 8,188 | $220K | 0.0% | +16.1% | 0.420% | |
8/12/2021 | Insight Advisors LLC PA | 31,617 | $859K | 0.3% | -11.2% | 1.621% | |
8/11/2021 | Bank of New York Mellon Corp | 164,833 | $4.44M | 0.0% | +3.9% | 8.453% | |
8/11/2021 | Susquehanna International Group LLP | 20,233 | $545K | 0.0% | -22.5% | 1.038% | |