2/19/2025 | WCG Wealth Advisors LLC | 159,916 | $4.68M | 0.3% | N/A | 1.640% | |
2/18/2025 | Sunbelt Securities Inc. | 27,103 | $800K | 0.1% | +1,405.7% | 0.278% | |
2/18/2025 | Delta Investment Management LLC | 58,583 | $1.71M | 0.3% | +7.4% | 0.601% | |
2/17/2025 | Diligent Investors LLC | 62,572 | $1.83M | 0.4% | -0.8% | 1.738% | |
2/17/2025 | Cetera Investment Advisers | 63,322 | $1.85M | 0.0% | +26.0% | 1.759% | |
2/17/2025 | Citadel Advisors LLC | 21,064 | $616K | 0.0% | N/A | 0.585% | |
2/14/2025 | Jane Street Group LLC | 36,030 | $1.05M | 0.0% | +40.8% | 1.001% | |
2/14/2025 | Triumph Capital Management | 43,635 | $1.28M | 0.4% | +13.0% | 0.448% | |
2/14/2025 | Bellwether Advisors LLC | 3,833 | $112K | 0.0% | N/A | 0.106% | |
2/14/2025 | Susquehanna International Group LLP | 56,719 | $1.66M | 0.0% | -4.0% | 1.576% | |
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2/14/2025 | IHT Wealth Management LLC | 113,741 | $3.33M | 0.1% | -25.2% | 3.159% | |
2/13/2025 | NewEdge Advisors LLC | 83,026 | $2.43M | 0.0% | +9.3% | 2.306% | |
2/13/2025 | Mariner LLC | 19,396 | $567K | 0.0% | N/A | 0.539% | |
2/13/2025 | Trek Financial LLC | 24,727 | $723K | 0.1% | +173.0% | 0.687% | |
2/13/2025 | Envestnet Asset Management Inc. | 256,358 | $7.50M | 0.0% | +5.0% | 7.121% | |
2/13/2025 | Perennial Investment Advisors LLC | 8,000 | $234K | 0.0% | N/A | 0.222% | |
2/13/2025 | Wells Fargo & Company MN | 1,518 | $44K | 0.0% | N/A | 0.042% | |
2/12/2025 | Arete Wealth Advisors LLC | 22,318 | $655K | 0.0% | +5.0% | 0.620% | |
2/12/2025 | OLD Mission Capital LLC | 9,460 | $277K | 0.0% | N/A | 0.263% | |
2/12/2025 | Worth Financial Advisory Group LLC | 34,951 | $1.02M | 0.6% | +118.2% | 0.971% | |
2/11/2025 | LPL Financial LLC | 730,156 | $21.35M | 0.0% | +890.0% | 20.282% | |
2/10/2025 | Thrivent Financial for Lutherans | 47,647 | $1.39M | 0.0% | N/A | 1.324% | |
2/10/2025 | Harbour Investments Inc. | 67,560 | $1.98M | 0.1% | +76.3% | 1.877% | |
2/10/2025 | Commonwealth Equity Services LLC | 454,202 | $13.28M | 0.0% | -51.3% | 12.617% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,061 | $411K | 0.0% | +35.8% | 0.391% | |
2/5/2025 | SRS Capital Advisors Inc. | 1,674 | $49K | 0.0% | N/A | 0.047% | |
2/5/2025 | Whipplewood Advisors LLC | 21,920 | $641K | 0.4% | N/A | 0.609% | |
2/3/2025 | Sigma Planning Corp | 6,850 | $200K | 0.0% | N/A | 0.190% | |
1/31/2025 | Kestra Investment Management LLC | 2,103 | $61K | 0.0% | N/A | 0.058% | |
1/27/2025 | Silver Oak Securities Incorporated | 7,755 | $229K | 0.0% | N/A | 0.215% | |
1/27/2025 | Beacon Financial Advisory LLC | 14,184 | $415K | 0.1% | +5.7% | 0.394% | |
1/24/2025 | Financial Futures Ltd Liability Co. | 149,877 | $4.38M | 2.5% | N/A | 4.163% | |
1/24/2025 | 4J Wealth Management LLC | 21,555 | $630K | 0.5% | +2.4% | 0.599% | |
1/24/2025 | Chicago Partners Investment Group LLC | 148,932 | $4.36M | 0.1% | +53.2% | 4.137% | |
1/21/2025 | Navis Wealth Advisors LLC | 13,727 | $401K | 0.4% | +32.8% | 0.381% | |
1/21/2025 | Impact Partnership Wealth LLC | 8,027 | $235K | 0.0% | N/A | 0.223% | |
1/21/2025 | Southland Equity Partners LLC | 85,914 | $2.51M | 0.6% | +6.5% | 2.387% | |
1/21/2025 | RFG Advisory LLC | 16,520 | $483K | 0.0% | -30.5% | 0.459% | |
1/16/2025 | Davies Financial Advisors Inc. | 172,864 | $5.06M | 4.3% | +30.4% | 4.802% | |
1/16/2025 | Ulland Investment Advisors LLC | 2,500 | $73K | 0.0% | N/A | 0.069% | |
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1/16/2025 | Smart Money Group LLC | 662,700 | $19.38M | 6.7% | +0.7% | 18.408% | |
1/15/2025 | Ameritas Advisory Services LLC | 33,897 | $991K | 0.0% | +147.0% | 0.942% | |
1/14/2025 | Outlook Wealth Advisors LLC | 98,480 | $2.88M | 0.8% | -6.4% | 2.736% | |
1/14/2025 | Richard P Slaughter Associates Inc | 384,288 | $11.24M | 2.5% | -0.4% | 10.675% | |
1/13/2025 | Pinnacle Wealth Management Group Inc. | 209,010 | $6.11M | 3.8% | +3.8% | 5.806% | |
1/13/2025 | Claro Advisors LLC | 25,241 | $738K | 0.1% | +16.5% | 0.701% | |
1/13/2025 | Brookstone Capital Management | 14,250 | $417K | 0.0% | -4.2% | 0.396% | |
1/10/2025 | HBW Advisory Services LLC | 13,210 | $386K | 0.1% | +5.5% | 0.367% | |
11/18/2024 | Arete Wealth Advisors LLC | 21,257 | $583K | 0.0% | N/A | 0.590% | |
11/15/2024 | Jane Street Group LLC | 25,589 | $705K | 0.0% | N/A | 0.711% | |
11/15/2024 | IHT Wealth Management LLC | 151,963 | $4.36M | 0.1% | +6.0% | 4.221% | |
11/7/2024 | Claro Advisors LLC | 21,671 | $597K | 0.1% | +41.4% | 0.602% | |
11/5/2024 | Harbour Investments Inc. | 38,326 | $1.06M | 0.0% | +30.8% | 1.065% | |
10/30/2024 | Beacon Financial Advisory LLC | 13,417 | $370K | 0.1% | +5.4% | 0.373% | |
10/29/2024 | Chicago Partners Investment Group LLC | 97,218 | $2.69M | 0.1% | +17.9% | 2.701% | |
10/29/2024 | Farther Finance Advisors LLC | 20,796 | $573K | 0.0% | N/A | 0.578% | |
10/25/2024 | Worth Financial Advisory Group LLC | 16,020 | $442K | 0.3% | -16.8% | 0.445% | |
10/24/2024 | Vima LLC | 9,054 | $250K | 0.5% | N/A | 0.252% | |
10/23/2024 | Outlook Wealth Advisors LLC | 105,209 | $2.90M | 0.8% | +159.9% | 2.922% | |
10/22/2024 | Sequoia Financial Advisors LLC | 14,941 | $412K | 0.0% | -30.0% | 0.415% | |
10/21/2024 | Castleview Partners LLC | 4,991 | $138K | 0.1% | +17.4% | 0.139% | |
10/18/2024 | Stratos Wealth Advisors LLC | 8,374 | $231K | 0.0% | N/A | 0.233% | |
10/17/2024 | Claro Advisors LLC | 10,550 | $291K | 0.0% | -31.2% | 0.293% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 201,451 | $5.55M | 3.5% | +3.1% | 5.596% | |
10/9/2024 | Davies Financial Advisors Inc. | 132,529 | $3.65M | 3.2% | +36.9% | 3.681% | |
10/8/2024 | Brookstone Capital Management | 14,873 | $410K | 0.0% | -82.4% | 0.413% | |
10/7/2024 | Richard P Slaughter Associates Inc | 385,868 | $10.64M | 2.5% | +19.4% | 10.719% | |
10/4/2024 | HBW Advisory Services LLC | 12,523 | $345K | 0.1% | +3.6% | 0.348% | |
8/16/2024 | Sunbelt Securities Inc. | 1,600 | $44K | 0.0% | N/A | 0.044% | |
8/15/2024 | Delta Investment Management LLC | 27,849 | $764K | 0.2% | N/A | 0.774% | |
8/13/2024 | AE Wealth Management LLC | 280,239 | $7.68M | 0.1% | +8.5% | 7.784% | |
8/8/2024 | Envestnet Asset Management Inc. | 221,564 | $6.08M | 0.0% | +25.8% | 6.155% | |
8/1/2024 | Claro Advisors LLC | 15,331 | $420K | 0.1% | +61.5% | 0.426% | |
7/31/2024 | Commonwealth Equity Services LLC | 710,501 | $19.48M | 0.0% | N/A | 19.736% | |
7/30/2024 | Davies Financial Advisors Inc. | 96,772 | $2.65M | 2.5% | N/A | 2.688% | |
7/26/2024 | Harbour Investments Inc. | 29,297 | $803K | 0.0% | +79.4% | 0.814% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 217,504 | $5.96M | 0.0% | +1,948.6% | 6.042% | |
7/18/2024 | Brookstone Capital Management | 84,344 | $2.34M | 0.0% | +21.8% | 2.343% | |
7/18/2024 | Outlook Wealth Advisors LLC | 40,488 | $1.11M | 0.3% | N/A | 1.125% | |
7/16/2024 | Sequoia Financial Advisors LLC | 21,343 | $585K | 0.0% | -23.3% | 0.593% | |
7/15/2024 | Diligent Investors LLC | 58,431 | $1.60M | 0.4% | +12.9% | 1.623% | |
7/12/2024 | Southland Equity Partners LLC | 44,035 | $1.21M | 0.3% | N/A | 1.223% | |
7/10/2024 | Richard P Slaughter Associates Inc | 323,277 | $8.86M | 2.1% | -4.0% | 8.980% | |
7/5/2024 | HBW Advisory Services LLC | 12,093 | $332K | 0.1% | N/A | 0.336% | |
5/2/2024 | Smart Money Group LLC | 559,949 | $14.18M | 5.6% | N/A | 16.469% | |
5/1/2024 | Worth Financial Advisory Group LLC | 19,250 | $502K | 0.3% | N/A | 0.566% | |
5/1/2024 | Sequoia Financial Advisors LLC | 27,817 | $725K | 0.0% | N/A | 0.818% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 165,143 | $4.31M | 3.2% | N/A | 4.857% | |
4/23/2024 | 4J Wealth Management LLC | 21,055 | $549K | 0.5% | N/A | 0.000% | |
4/18/2024 | Claro Advisors LLC | 9,495 | $248K | 0.0% | N/A | 0.000% | |
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4/15/2024 | Brookstone Capital Management | 69,270 | $1.81M | 0.0% | N/A | 0.000% | |