11/18/2024 | Coldstream Capital Management Inc. | 60,918 | $3.16M | 0.1% | -7.9% | 0.704% | |
11/13/2024 | FMR LLC | 1,656 | $86K | 0.0% | -27.7% | 0.019% | |
11/12/2024 | Hartford Funds Management Co LLC | 2,491,787 | $129.22M | 12.0% | -3.9% | 28.807% | |
11/12/2024 | Kingsview Wealth Management LLC | 9,165 | $475K | 0.0% | +4.1% | 0.106% | |
11/6/2024 | Main Street Financial Solutions LLC | 15,881 | $824K | 0.1% | +3.1% | 0.184% | |
10/29/2024 | Janney Montgomery Scott LLC | 39,842 | $2.07M | 0.0% | -1.2% | 0.461% | |
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10/22/2024 | International Assets Investment Management LLC | 81,528 | $4.23M | 0.0% | +5,086.3% | 0.943% | |
10/16/2024 | Global Retirement Partners LLC | 201,528 | $10.45M | 0.3% | +96.1% | 2.330% | |
10/11/2024 | Wagner Wealth Management LLC | 22,293 | $1.16M | 0.3% | -1.6% | 0.258% | |
10/9/2024 | Fermata Advisors LLC | 82,850 | $4.30M | 0.9% | +20.7% | 0.958% | |
9/5/2024 | Sanctuary Advisors LLC | 14,458 | $669K | 0.0% | N/A | 0.167% | |
8/22/2024 | Cetera Investment Advisers | 44,485 | $2.14M | 0.0% | +1.1% | 0.514% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 23,046 | $1.11M | 0.0% | -2.0% | 0.266% | |
8/8/2024 | Envestnet Asset Management Inc. | 91,874 | $4.42M | 0.0% | -4.6% | 1.062% | |
7/31/2024 | Commonwealth Equity Services LLC | 34,984 | $1.68M | 0.0% | +13.8% | 0.404% | |
7/30/2024 | International Assets Investment Management LLC | 1,572 | $76K | 0.0% | N/A | 0.018% | |
7/19/2024 | Western Wealth Management LLC | 88,257 | $4.25M | 0.3% | +10.7% | 1.020% | |
7/13/2024 | Fermata Advisors LLC | 68,645 | $3.30M | 0.8% | -61.1% | 0.794% | |
5/24/2024 | Cetera Advisors LLC | 5,358 | $258K | 0.0% | +7.9% | 0.062% | |
5/24/2024 | Cetera Investment Advisers | 43,986 | $2.12M | 0.0% | N/A | 0.509% | |
5/9/2024 | Kingsview Wealth Management LLC | 5,471 | $264K | 0.0% | N/A | 0.062% | |
5/8/2024 | Avantax Advisory Services Inc. | 273,677 | $13.19M | 0.1% | -43.2% | 3.110% | |
4/30/2024 | Private Advisor Group LLC | 10,614 | $511K | 0.0% | -7.0% | 0.121% | |
4/29/2024 | Commonwealth Equity Services LLC | 30,753 | $1.48M | 0.0% | +24.6% | 0.349% | |
4/23/2024 | Global Retirement Partners LLC | 110,260 | $5.31M | 0.2% | +17,916.3% | 1.253% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 100,929 | $4.86M | 0.0% | +45.9% | 1.147% | |
4/12/2024 | Fermata Advisors LLC | 176,339 | $8.50M | 1.9% | -6.6% | 2.004% | |
2/9/2024 | Coldstream Capital Management Inc. | 66,594 | $2.93M | 0.1% | -24.3% | 0.625% | |
2/8/2024 | Main Street Financial Solutions LLC | 20,307 | $893K | 0.1% | +12.8% | 0.191% | |
2/8/2024 | Janney Montgomery Scott LLC | 42,748 | $1.88M | 0.0% | N/A | 0.401% | |
2/7/2024 | Avantax Advisory Services Inc. | 481,708 | $21.19M | 0.2% | -1.7% | 4.523% | |
2/6/2024 | Private Advisor Group LLC | 11,415 | $502K | 0.0% | +66.0% | 0.107% | |
2/5/2024 | Hartford Funds Management Co LLC | 2,589,421 | $113.91M | 11.2% | -5.3% | 24.314% | |
1/31/2024 | Western Wealth Management LLC | 60,979 | $2.68M | 0.2% | +23.0% | 0.573% | |
1/25/2024 | International Assets Investment Management LLC | 69,156 | $3.04M | 0.0% | N/A | 0.649% | |
1/24/2024 | International Assets Investment Management LLC | 69,156 | $3.04M | 0.0% | N/A | 0.649% | |
1/19/2024 | Fermata Advisors LLC | 188,894 | $8.31M | 2.0% | N/A | 1.774% | |
1/19/2024 | Wagner Wealth Management LLC | 213,475 | $9.39M | 3.2% | +1.1% | 2.004% | |
1/18/2024 | Global Retirement Partners LLC | 612 | $27K | 0.0% | N/A | 0.006% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,157 | $3.04M | 0.0% | -1.6% | 0.649% | |
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1/16/2024 | Raymond James & Associates | 17,960 | $790K | 0.0% | -4.2% | 0.169% | |
11/15/2023 | Resource Planning Group | 21,500 | $863K | 0.7% | -2.4% | 0.202% | |
11/15/2023 | Ameriprise Financial Inc. | 3,001,944 | $120.57M | 0.0% | -18.5% | 28.187% | |
11/13/2023 | Mariner LLC | 33,766 | $1.36M | 0.0% | -1.4% | 0.317% | |
11/13/2023 | LPL Financial LLC | 203,523 | $8.17M | 0.0% | +1.5% | 1.911% | |
11/13/2023 | Envestnet Asset Management Inc. | 95,145 | $3.82M | 0.0% | +25.7% | 0.893% | |
11/9/2023 | UBS Group AG | 65,890 | $2.65M | 0.0% | -8.5% | 0.619% | |
11/8/2023 | Western Wealth Management LLC | 49,585 | $1.99M | 0.2% | -2.4% | 0.466% | |
11/8/2023 | Avantax Advisory Services Inc. | 490,176 | $19.68M | 0.2% | -1.4% | 4.603% | |
11/3/2023 | Private Advisor Group LLC | 6,875 | $276K | 0.0% | N/A | 0.065% | |
11/3/2023 | Main Street Financial Solutions LLC | 18,010 | $723K | 0.1% | -6.2% | 0.169% | |
11/3/2023 | Hartford Funds Management Co LLC | 2,735,153 | $109.84M | 11.7% | -0.5% | 25.682% | |
11/2/2023 | Coldstream Capital Management Inc. | 87,955 | $3.53M | 0.1% | -46.1% | 0.826% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 70,266 | $2.82M | 0.0% | -22.7% | 0.660% | |
10/23/2023 | Commonwealth Equity Services LLC | 107,361 | $4.31M | 0.0% | -30.1% | 1.008% | |
10/18/2023 | Wagner Wealth Management LLC | 211,188 | $8.48M | 3.1% | +6.6% | 1.983% | |
8/30/2023 | Western Wealth Management LLC | 50,815 | $2.11M | 0.2% | +2.1% | 0.477% | |
8/10/2023 | Commonwealth Equity Services LLC | 153,631 | $6.37M | 0.0% | -12.3% | 1.443% | |
8/10/2023 | Cetera Advisors LLC | 4,967 | $206K | 0.0% | N/A | 0.047% | |
8/4/2023 | Main Street Financial Solutions LLC | 19,209 | $796K | 0.1% | +4.4% | 0.180% | |
8/4/2023 | Hartford Funds Management Co LLC | 2,748,551 | $113.87M | 11.8% | -8.0% | 25.808% | |
8/3/2023 | Atria Wealth Solutions Inc. | 7,237 | $300K | 0.0% | -91.3% | 0.068% | |
8/3/2023 | Coldstream Capital Management Inc. | 163,220 | $6.76M | 0.2% | -43.7% | 1.533% | |
7/31/2023 | LPL Financial LLC | 200,419 | $8.30M | 0.0% | -15.2% | 1.882% | |
7/31/2023 | Ten Capital Wealth Advisors LLC | 4,923 | $203K | 0.1% | -16.6% | 0.046% | |
7/28/2023 | Resource Planning Group | 22,026 | $913K | 0.7% | -2.8% | 0.204% | |
7/28/2023 | Wagner Wealth Management LLC | 198,108 | $8.21M | 3.1% | +55.1% | 1.831% | |
7/26/2023 | Janney Montgomery Scott LLC | 44,090 | $1.83M | 0.0% | +7.3% | 0.407% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 90,924 | $3.77M | 0.0% | -27.0% | 0.840% | |
5/22/2023 | Ameriprise Financial Inc. | 3,629,470 | $144.76M | 0.0% | +22.0% | 32.846% | |
5/22/2023 | American Trust | 5,256 | $213K | 0.0% | N/A | 0.048% | |
5/17/2023 | Wagner Wealth Management LLC | 127,692 | $5.09M | 2.3% | +266.0% | 1.156% | |
5/11/2023 | Commonwealth Equity Services LLC | 175,107 | $6.98M | 0.0% | +137.0% | 1.585% | |
5/10/2023 | LPL Financial LLC | 236,316 | $9.42M | 0.0% | +1.3% | 2.139% | |
5/8/2023 | Sigma Planning Corp | 6,004 | $239K | 0.0% | -25.0% | 0.054% | |
4/28/2023 | Avantax Advisory Services Inc. | 506,136 | $20.18M | 0.2% | -2.2% | 4.580% | |
4/21/2023 | Main Street Financial Solutions LLC | 18,405 | $734K | 0.1% | -16.8% | 0.167% | |
4/18/2023 | Allworth Financial LP | 1,829 | $73K | 0.0% | N/A | 0.017% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 124,525 | $4.97M | 0.0% | -23.4% | 0.978% | |
3/8/2023 | Capital Asset Advisory Services LLC | 6,574 | $257K | 0.0% | -10.1% | 0.052% | |
2/13/2023 | Atria Wealth Solutions Inc. | 83,037 | $3.24M | 0.1% | +1.3% | 0.652% | |
2/10/2023 | Colonial River Wealth Management LLC | 10,379 | $405K | 0.3% | -10.4% | 0.082% | |
2/10/2023 | Advisor Group Holdings Inc. | 270,548 | $10.56M | 0.0% | -10.2% | 2.125% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 162,500 | $6.34M | 0.0% | +67.8% | 1.277% | |
2/8/2023 | UBS Group AG | 85,708 | $3.35M | 0.0% | +34.2% | 0.673% | |
2/8/2023 | Main Street Financial Solutions LLC | 22,124 | $863K | 0.1% | +44.8% | 0.174% | |
2/7/2023 | Commonwealth Equity Services LLC | 73,882 | $2.88M | 0.0% | +9.9% | 0.580% | |
2/7/2023 | LPL Financial LLC | 233,270 | $9.10M | 0.0% | -1.3% | 1.832% | |
2/7/2023 | Envestnet Asset Management Inc. | 77,577 | $3.03M | 0.0% | -11.5% | 0.609% | |
2/2/2023 | Kathleen S. Wright Associates Inc. | 6,185 | $241K | 0.2% | +46.3% | 0.049% | |
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2/1/2023 | Janney Montgomery Scott LLC | 41,119 | $1.61M | 0.0% | N/A | 0.323% | |
1/31/2023 | Kestra Advisory Services LLC | 6,365 | $248K | 0.0% | -25.7% | 0.050% | |
1/31/2023 | Resource Planning Group | 22,663 | $884K | 0.7% | -19.3% | 0.178% | |
1/27/2023 | Hartford Funds Management Co LLC | 2,986,727 | $116.57M | 12.2% | +59.8% | 25.141% | |
1/24/2023 | Sigma Planning Corp | 8,009 | $313K | 0.0% | +31.2% | 0.068% | |
1/12/2023 | Mutual Advisors LLC | 84,850 | $3.31M | 0.1% | +48.5% | 0.744% | |
1/10/2023 | Coldstream Capital Management Inc. | 394,992 | $15.42M | 0.6% | N/A | 3.465% | |
11/15/2022 | Commonwealth Equity Services LLC | 67,234 | $2.37M | 0.0% | +0.5% | 0.634% | |
11/10/2022 | Envestnet Asset Management Inc. | 87,693 | $3.10M | 0.0% | -1.3% | 0.827% | |
11/10/2022 | Sigma Planning Corp | 6,104 | $216K | 0.0% | N/A | 0.058% | |