2/17/2025 | Citadel Advisors LLC | 38,209 | $1.83M | 0.0% | N/A | 0.822% | |
2/17/2025 | Bank of America Corp DE | 340,600 | $16.29M | 0.0% | +10.2% | 7.325% | |
2/14/2025 | Jane Street Group LLC | 8,922 | $427K | 0.0% | -61.4% | 0.192% | |
2/14/2025 | MML Investors Services LLC | 36,905 | $1.77M | 0.0% | +22.9% | 0.794% | |
2/13/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,566,497 | $74.93M | 0.0% | +2.2% | 33.688% | |
2/11/2025 | LPL Financial LLC | 240,636 | $11.51M | 0.0% | -5.6% | 5.175% | |
2/11/2025 | American Century Companies Inc. | 1,362,532 | $65.17M | 0.0% | +2.6% | 29.302% | |
2/6/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
2/3/2025 | Sunpointe LLC | 56,946 | $2.72M | 1.4% | N/A | 1.225% | |
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1/31/2025 | Atria Wealth Solutions Inc. | 5,255 | $251K | 0.0% | N/A | 0.113% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 12,995 | $622K | 0.0% | -6.1% | 0.279% | |
1/29/2025 | Sovran Advisors LLC | 13,048 | $624K | 0.1% | N/A | 0.281% | |
1/23/2025 | Synergy Asset Management LLC | 4,211 | $201K | 0.0% | N/A | 0.091% | |
1/21/2025 | Stewardship Advisors LLC | 18,192 | $870K | 0.2% | -13.1% | 0.391% | |
11/15/2024 | Executive Wealth Management LLC | 32,402 | $1.68M | 0.1% | N/A | 0.697% | |
11/15/2024 | MML Investors Services LLC | 30,026 | $1.55M | 0.0% | +5.4% | 0.646% | |
11/15/2024 | Jane Street Group LLC | 23,101 | $1.19M | 0.0% | -14.1% | 0.497% | |
11/15/2024 | Stifel Financial Corp | 31,663 | $1.64M | 0.0% | -8.5% | 0.681% | |
11/15/2024 | IHT Wealth Management LLC | 161,895 | $8.37M | 0.2% | -24.8% | 3.482% | |
11/1/2024 | Executive Wealth Management LLC | 32,402 | $1.68M | 0.2% | N/A | 0.697% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 13,845 | $716K | 0.0% | +58.2% | 0.298% | |
10/21/2024 | Stewardship Advisors LLC | 20,927 | $1.08M | 0.3% | -8.2% | 0.450% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,051,615 | $51.02M | 0.0% | -34.5% | 22.615% | |
8/8/2024 | American Century Companies Inc. | 1,353,294 | $65.65M | 0.0% | -1.5% | 29.103% | |
7/19/2024 | Leicht Financial Planning & Wealth Management Inc. | 8,848 | $429K | 0.2% | -23.4% | 0.190% | |
7/10/2024 | Stewardship Advisors LLC | 22,801 | $1.11M | 0.4% | -57.9% | 0.490% | |
5/21/2024 | Atria Investments Inc | 59,503 | $2.96M | 0.0% | -7.4% | 1.280% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,983 | $943K | 0.0% | +295.7% | 0.408% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 11,553 | $574K | 0.3% | -40.0% | 0.248% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 5,282 | $262K | 0.2% | -9.1% | 0.114% | |
4/18/2024 | Synergy Asset Management LLC | 4,030 | $200K | 0.0% | -37.0% | 0.087% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 5,813 | $270K | 0.2% | N/A | 0.120% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,536,948 | $71.39M | 0.0% | +3.1% | 31.690% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,797 | $223K | 0.0% | N/A | 0.099% | |
1/26/2024 | Executive Wealth Management LLC | 25,214 | $1.17M | 0.1% | +3.8% | 0.520% | |
1/19/2024 | Synergy Asset Management LLC | 6,398 | $297K | 0.1% | N/A | 0.132% | |
1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 19,265 | $895K | 0.5% | +185.5% | 0.397% | |
1/11/2024 | Stewardship Advisors LLC | 271,114 | $12.59M | 4.5% | -0.7% | 5.590% | |
11/30/2023 | American Century Companies Inc. | 1,548,888 | $66.44M | 0.1% | -5.5% | 31.936% | |
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11/14/2023 | Synovus Financial Corp | 37,540 | $1.61M | 0.0% | -13.1% | 0.774% | |
11/13/2023 | LPL Financial LLC | 200,682 | $8.61M | 0.0% | +6.1% | 4.138% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,491,426 | $63.98M | 0.0% | +4.2% | 30.751% | |
11/7/2023 | Executive Wealth Management LLC | 24,287 | $1.04M | 0.1% | +3.0% | 0.501% | |
11/7/2023 | Atria Investments Inc | 66,793 | $2.87M | 0.1% | +1.1% | 1.377% | |
11/6/2023 | Sigma Planning Corp | 6,875 | $295K | 0.0% | +9.2% | 0.142% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,232 | $224K | 0.0% | -36.0% | 0.108% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,057 | $818K | 0.0% | +14.1% | 0.393% | |
10/13/2023 | Worth Financial Advisory Group LLC | 5,752 | $247K | 0.2% | +6.4% | 0.119% | |
8/11/2023 | Smith Moore & CO. | 8,252 | $364K | 0.0% | -26.9% | 0.170% | |
8/9/2023 | Flow Traders U.S. LLC | 22,544 | $996K | 0.0% | N/A | 0.465% | |
8/8/2023 | Synovus Financial Corp | 43,180 | $1.91M | 0.0% | +2.6% | 0.890% | |
8/4/2023 | Envestnet Asset Management Inc. | 1,431,423 | $63.22M | 0.0% | -1.9% | 29.514% | |
8/4/2023 | Atria Investments Inc | 66,090 | $2.92M | 0.1% | +1.8% | 1.363% | |
8/2/2023 | Executive Wealth Management LLC | 23,588 | $1.04M | 0.1% | +22.0% | 0.486% | |
8/2/2023 | Sigma Planning Corp | 6,298 | $278K | 0.0% | N/A | 0.130% | |
7/31/2023 | LPL Financial LLC | 189,117 | $8.35M | 0.0% | +12.2% | 3.899% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,179 | $361K | 0.0% | -4.2% | 0.167% | |
7/25/2023 | Raymond James & Associates | 6,172 | $273K | 0.0% | -5.4% | 0.126% | |
7/14/2023 | Leicht Financial Planning & Wealth Management Inc. | 6,748 | $298K | 0.2% | -45.8% | 0.138% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,695 | $737K | 0.0% | N/A | 0.341% | |
7/10/2023 | Stewardship Advisors LLC | 272,966 | $12.06M | 4.5% | -0.6% | 5.571% | |
5/12/2023 | Executive Wealth Management LLC | 19,337 | $844K | 0.1% | -7.6% | 0.411% | |
5/11/2023 | Synovus Financial Corp | 42,077 | $1.84M | 0.0% | +0.9% | 0.895% | |
5/11/2023 | American Century Companies Inc. | 1,690,101 | $73.74M | 0.1% | -0.7% | 35.960% | |
5/11/2023 | Envestnet Asset Management Inc. | 1,459,292 | $63.67M | 0.0% | +3.8% | 31.049% | |
5/10/2023 | Atria Investments Inc | 64,893 | $2.83M | 0.1% | +12.5% | 1.381% | |
5/10/2023 | LPL Financial LLC | 168,534 | $7.35M | 0.0% | +16.0% | 3.586% | |
5/5/2023 | Leicht Financial Planning & Wealth Management Inc. | 12,460 | $544K | 0.3% | -42.0% | 0.265% | |
4/20/2023 | Worth Financial Advisory Group LLC | 5,425 | $237K | 0.2% | -82.6% | 0.115% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,534 | $372K | 0.0% | +21.2% | 0.182% | |
4/14/2023 | Raymond James & Associates | 6,525 | $285K | 0.0% | -42.0% | 0.139% | |
4/12/2023 | Stewardship Advisors LLC | 274,741 | $11.99M | 4.6% | -62.9% | 5.846% | |
2/13/2023 | Smith Moore & CO. | 21,529 | $858K | 0.1% | -55.9% | 0.458% | |
2/13/2023 | American Century Companies Inc. | 1,702,498 | $67.84M | 0.1% | +5.0% | 36.223% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 82,808 | $3.30M | 0.0% | N/A | 1.762% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 7,044 | $281K | 0.0% | -66.2% | 0.150% | |
2/7/2023 | Commonwealth Equity Services LLC | 7,140 | $284K | 0.0% | -8.3% | 0.152% | |
2/7/2023 | LPL Financial LLC | 145,270 | $5.79M | 0.0% | -4.7% | 3.091% | |
2/7/2023 | Envestnet Asset Management Inc. | 1,406,505 | $56.05M | 0.0% | +14.0% | 29.926% | |
2/6/2023 | Synovus Financial Corp | 41,705 | $1.66M | 0.0% | +11.2% | 0.887% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 9,400 | $375K | 0.0% | +63.5% | 0.200% | |
1/31/2023 | Atria Investments Inc | 57,662 | $2.30M | 0.0% | +1.7% | 1.227% | |
1/20/2023 | Leicht Financial Planning & Wealth Management Inc. | 21,473 | $856K | 0.6% | N/A | 0.443% | |
1/13/2023 | Stewardship Advisors LLC | 740,840 | $29.52M | 11.9% | +2.3% | 13.978% | |
11/14/2022 | OLD Mission Capital LLC | 58,194 | $2.03M | 0.1% | +38.0% | 1.141% | |
11/14/2022 | Smith Moore & CO. | 48,817 | $1.70M | 0.3% | -4.9% | 0.957% | |
11/10/2022 | Envestnet Asset Management Inc. | 1,233,607 | $42.94M | 0.0% | +12.1% | 24.188% | |
11/3/2022 | ACG Wealth | 87,294 | $3.04M | 0.7% | +12.1% | 1.712% | |
11/1/2022 | Atria Investments LLC | 56,675 | $1.97M | 0.0% | +14.0% | 1.111% | |
Alert: DOGE goes live (Ad) Elon will most likely be at the helm of it all.
And just days from now, could bring about the biggest economic transformation in American history.
See, there's one particular part of Elon and Trump's plans that you need to pay special attention to right now. Click here to learn more. |
10/27/2022 | Synovus Financial Corp | 37,499 | $1.31M | 0.0% | +19.2% | 0.735% | |
10/25/2022 | Raymond James & Associates | 14,938 | $520K | 0.0% | -13.9% | 0.293% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 20,850 | $726K | 0.0% | +79.8% | 0.409% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 5,750 | $200K | 0.0% | +6.0% | 0.113% | |
10/13/2022 | Vista Private Wealth Partners. LLC | 81,166 | $2.89M | 1.6% | +7.2% | 1.607% | |
10/12/2022 | PCG Wealth Advisors LLC | 134,498 | $4.69M | 1.7% | +96.9% | 2.663% | |
10/11/2022 | Stewardship Advisors LLC | 724,086 | $25.21M | 10.9% | +3.0% | 14.338% | |
8/13/2022 | Flow Traders U.S. LLC | 30,940 | $1.21M | 0.1% | +31.3% | 0.631% | |
8/12/2022 | LPL Financial LLC | 271,106 | $10.61M | 0.0% | +33.6% | 5.533% | |
8/12/2022 | Smith Moore & CO. | 51,310 | $2.01M | 0.3% | +9.0% | 1.047% | |