4/14/2025 | Outlook Wealth Advisors LLC | 42,751 | $1.10M | 0.3% | +32.1% | 3.366% | |
2/27/2025 | Jefferies Financial Group Inc. | 9,773 | $272K | 0.0% | N/A | 0.735% | |
2/17/2025 | Jefferies Financial Group Inc. | 9,773 | $272K | 0.0% | N/A | 0.328% | |
2/17/2025 | Bank of America Corp DE | 10,524 | $293K | 0.0% | -48.2% | 0.353% | |
2/14/2025 | Jane Street Group LLC | 7,742 | $216K | 0.0% | N/A | 0.260% | |
2/14/2025 | Tower Research Capital LLC TRC | 26,140 | $728K | 0.0% | +22.1% | 0.877% | |
2/11/2025 | LPL Financial LLC | 95,049 | $2.65M | 0.0% | -21.6% | 3.190% | |
2/10/2025 | RPg Family Wealth Advisory LLC | 20,302 | $566K | 0.2% | N/A | 0.681% | |
2/7/2025 | HighTower Advisors LLC | 7,466 | $208K | 0.0% | N/A | 0.251% | |
1/14/2025 | Outlook Wealth Advisors LLC | 32,361 | $902K | 0.3% | -3.7% | 1.086% | |
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12/26/2024 | JPMorgan Chase & Co. | 9,305 | $269K | 0.0% | N/A | 0.312% | |
11/15/2024 | Stifel Financial Corp | 31,301 | $905K | 0.0% | +1.3% | 1.050% | |
11/8/2024 | Prospera Financial Services Inc | 13,094 | $378K | 0.0% | +4.9% | 0.439% | |
10/23/2024 | Outlook Wealth Advisors LLC | 33,611 | $972K | 0.3% | +6.1% | 1.128% | |
7/31/2024 | Nilsine Partners LLC | 41,962 | $1.34M | 0.2% | +2.5% | 1.408% | |
7/19/2024 | Raymond James & Associates | 83,809 | $2.68M | 0.0% | +15.3% | 2.812% | |
7/18/2024 | Outlook Wealth Advisors LLC | 31,687 | $1.01M | 0.3% | N/A | 1.063% | |
5/17/2024 | Comerica Bank | 3,400 | $108K | 0.0% | -13.0% | 0.114% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,879 | $1.68M | 0.0% | N/A | 1.830% | |
4/22/2024 | Nilsine Partners LLC | 40,939 | $1.30M | 0.2% | +4.0% | 1.417% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 13,260 | $421K | 0.0% | +5.2% | 0.459% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 11,421 | $328K | 0.1% | N/A | 0.892% | |
2/6/2024 | Private Advisor Group LLC | 8,196 | $235K | 0.0% | N/A | 0.640% | |
2/2/2024 | Atria Wealth Solutions Inc. | 7,531 | $216K | 0.0% | -14.8% | 0.588% | |
1/25/2024 | Western Financial Corp CA | 12,337 | $354K | 0.2% | N/A | 0.964% | |
1/24/2024 | Nilsine Partners LLC | 39,375 | $1.13M | 0.2% | N/A | 3.076% | |
11/9/2023 | UBS Group AG | 120,790 | $3.72M | 0.0% | +48.8% | 9.437% | |
11/8/2023 | Atria Wealth Solutions Inc. | 8,838 | $272K | 0.0% | -79.6% | 0.690% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 9,755 | $301K | 0.0% | -82.3% | 0.762% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,553 | $1.00M | 0.0% | -46.2% | 2.543% | |
10/18/2023 | HighMark Wealth Management LLC | 1,514 | $47K | 0.0% | -79.9% | 0.118% | |
8/14/2023 | Tower Research Capital LLC TRC | 251,854 | $1.25M | 0.0% | +40.6% | 19.676% | |
8/11/2023 | Cibc World Market Inc. | 56,614 | $1.41M | 0.0% | +28.8% | 4.423% | |
8/9/2023 | Flow Traders U.S. LLC | 161,181 | $801K | 0.0% | N/A | 12.592% | |
8/3/2023 | Atria Wealth Solutions Inc. | 43,393 | $216K | 0.0% | +321.9% | 3.390% | |
7/28/2023 | First Republic Investment Management Inc. | 55,150 | $274K | 0.0% | -13.0% | 0.317% | |
7/25/2023 | Raymond James & Associates | 16,541 | $82K | 0.0% | -95.6% | 0.095% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 19,282 | $96K | 0.0% | -90.1% | 0.111% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 60,477 | $301K | 0.0% | -11.4% | 0.347% | |
5/12/2023 | HighTower Advisors LLC | 3,419,064 | $17.08M | 0.0% | +25.6% | 18.264% | |
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5/11/2023 | Robertson Stephens Wealth Management LLC | 35,683 | $178K | 0.0% | N/A | 0.191% | |
5/11/2023 | Legacy Capital Group California Inc. | 27,695 | $138K | 0.1% | N/A | 0.148% | |
5/10/2023 | Private Advisor Group LLC | 113,581 | $567K | 0.0% | N/A | 0.607% | |
5/10/2023 | LPL Financial LLC | 613,625 | $3.06M | 0.0% | +78.3% | 3.278% | |
5/9/2023 | Tower Research Capital LLC TRC | 179,112 | $894K | 0.0% | +778,647.8% | 0.957% | |
5/5/2023 | Truist Financial Corp | 372,000 | $1.86M | 0.0% | -1.5% | 1.987% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 195,126 | $974K | 0.0% | +4.8% | 1.042% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 18,734 | $93K | 0.0% | N/A | 0.100% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 78,280 | $391K | 0.0% | +46.5% | 0.418% | |
4/20/2023 | Western Financial Corp CA | 58,736 | $293K | 0.2% | +74.6% | 0.314% | |
4/19/2023 | MinichMacGregor Wealth Management LLC | 56,795 | $283K | 0.1% | +18.2% | 0.303% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 623,018 | $3.11M | 0.0% | +177.6% | 3.328% | |
4/14/2023 | Raymond James & Associates | 376,777 | $1.88M | 0.0% | +9.0% | 2.013% | |
4/6/2023 | Fulcrum Equity Management | 35,760 | $178K | 0.2% | N/A | 0.225% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 186,137 | $953K | 0.0% | +1,525.7% | 1.187% | |
2/9/2023 | HighTower Advisors LLC | 2,722,840 | $13.95M | 0.0% | +10,417.0% | 17.365% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 224,439 | $1.15M | 0.0% | N/A | 1.431% | |
2/8/2023 | Raymond James & Associates | 345,637 | $1.77M | 0.0% | +2,322.6% | 2.204% | |
2/8/2023 | UBS Group AG | 434,063 | $2.22M | 0.0% | +296.5% | 2.768% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 25,567 | $131K | 0.0% | +8.5% | 0.163% | |
2/7/2023 | LPL Financial LLC | 344,214 | $1.76M | 0.0% | +237.7% | 2.195% | |
2/7/2023 | Envestnet Asset Management Inc. | 63,915 | $327K | 0.0% | N/A | 0.408% | |
2/3/2023 | Ausdal Financial Partners Inc. | 10,473 | $54K | 0.0% | N/A | 0.067% | |
1/20/2023 | Western Financial Corp CA | 33,631 | $172K | 0.1% | N/A | 0.229% | |
1/18/2023 | Private Advisor Group LLC | 108,993 | $558K | 0.0% | N/A | 0.755% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 53,440 | $274K | 0.0% | N/A | 0.377% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 48,068 | $246K | 0.1% | N/A | 0.339% | |
11/22/2022 | IHT Wealth Management LLC | 208,200 | $768K | 0.1% | +8.0% | 1.946% | |
10/25/2022 | Raymond James & Associates | 14,267 | $53K | 0.0% | -15.1% | 0.221% | |
8/8/2022 | WMG Financial Advisors LLC | 43,413 | $165K | 0.1% | -41.3% | 0.535% | |
8/5/2022 | OLD Mission Capital LLC | 251,021 | $954K | 0.0% | N/A | 3.095% | |
7/22/2022 | Truist Financial Corp | 143,461 | $545K | 0.0% | +559.3% | 1.553% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 24,785 | $94K | 0.0% | +39.6% | 0.230% | |
5/12/2022 | HighTower Advisors LLC | 3,337,828 | $15.36M | 0.0% | +7,425.8% | 21.660% | |
5/4/2022 | Prospera Financial Services Inc | 7,004 | $32K | 0.0% | N/A | 0.045% | |
5/4/2022 | Ausdal Financial Partners Inc. | 14,986 | $69K | 0.0% | N/A | 0.097% | |
4/26/2022 | MinichMacGregor Wealth Management LLC | 74,749 | $343K | 0.1% | N/A | 0.476% | |
4/25/2022 | HighMark Wealth Management LLC | 6,002 | $28K | 0.0% | +99.9% | 0.038% | |
4/22/2022 | Truist Financial Corp | 21,760 | $100K | 0.0% | +69.9% | 0.139% | |
2/14/2022 | IHT Wealth Management LLC | 177,017 | $563K | 0.0% | +342.5% | 2.634% | |
2/10/2022 | HighTower Advisors LLC | 44,352 | $142K | 0.0% | +6.6% | 0.660% | |
2/9/2022 | First Republic Investment Management Inc. | 59,950 | $191K | 0.0% | N/A | 0.892% | |
2/7/2022 | Choate Investment Advisors | 7,880 | $25K | 0.0% | -97.4% | 0.117% | |
11/5/2021 | Truist Financial Corp | 12,810 | $45K | 0.0% | -25.5% | 0.164% | |
11/4/2021 | Choate Investment Advisors | 308,413 | $1.08M | 0.1% | -26.6% | 3.944% | |
8/16/2021 | Bank of America Corp DE | 374,860 | $1.46M | 0.0% | +452.0% | 4.309% | |
8/13/2021 | LPL Financial LLC | 151,293 | $589K | 0.0% | -80.7% | 1.677% | |
8/12/2021 | Simplex Trading LLC | 11,325 | $44K | 0.0% | +240.9% | 0.126% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 17,442 | $68K | 0.0% | -69.8% | 0.165% | |
8/6/2021 | HighTower Advisors LLC | 41,600 | $165K | 0.0% | -99.2% | 0.394% | |
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8/1/2021 | Choate Investment Advisors | 420,078 | $1.63M | 0.1% | +67.0% | 3.982% | |
7/31/2021 | Valeo Financial Advisors LLC | 24,000 | $93K | 0.0% | N/A | 0.227% | |