4/17/2025 | Janney Montgomery Scott LLC | 19,124 | $401K | 0.0% | -4.1% | 0.051% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 87,734 | $1.84M | 0.0% | -50.1% | 0.235% | |
4/16/2025 | Goldstone Financial Group LLC | 45,057 | $945K | 0.1% | -8.1% | 0.121% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 10,684 | $224K | 0.2% | N/A | 0.029% | |
4/11/2025 | Signal Advisors Wealth LLC | 64,195 | $1.35M | 0.1% | N/A | 0.172% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 175,793 | $3.63M | 0.0% | N/A | 0.471% | |
2/24/2025 | Ameriflex Group Inc. | 3,404 | $72K | 0.0% | N/A | 0.010% | |
2/18/2025 | GTS Securities LLC | 74,877 | $1.54M | 0.1% | N/A | 0.213% | |
2/17/2025 | Cetera Investment Advisers | 73,804 | $1.52M | 0.0% | +47.5% | 0.210% | |
2/17/2025 | Bank of America Corp DE | 439,511 | $9.06M | 0.0% | -5.1% | 1.249% | |
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2/17/2025 | Ameriprise Financial Inc. | 43,691 | $923K | 0.0% | -5.8% | 0.124% | |
2/14/2025 | Jane Street Group LLC | 257,506 | $5.31M | 0.0% | +94.6% | 0.732% | |
2/14/2025 | Triumph Capital Management | 39,095 | $806K | 0.3% | -4.2% | 0.111% | |
2/14/2025 | Stifel Financial Corp | 15,146 | $312K | 0.0% | -3.8% | 0.043% | |
2/13/2025 | NewEdge Advisors LLC | 26,061 | $537K | 0.0% | -56.0% | 0.074% | |
2/13/2025 | SageView Advisory Group LLC | 16,013 | $330K | 0.0% | N/A | 0.046% | |
2/13/2025 | Rockefeller Capital Management L.P. | 22,093 | $456K | 0.0% | +2.7% | 0.063% | |
2/13/2025 | Raymond James Financial Inc. | 68,760 | $1.42M | 0.0% | N/A | 0.195% | |
2/13/2025 | Renaissance Technologies LLC | 32,400 | $668K | 0.0% | -12.8% | 0.092% | |
2/13/2025 | Waterloo Capital L.P. | 10,251 | $211K | 0.0% | -28.7% | 0.029% | |
2/13/2025 | Envestnet Asset Management Inc. | 44,148 | $910K | 0.0% | +37.2% | 0.125% | |
2/13/2025 | Wells Fargo & Company MN | 116,123 | $2.39M | 0.0% | -45.6% | 0.330% | |
2/12/2025 | JPMorgan Chase & Co. | 77,421 | $1.60M | 0.0% | +17.3% | 0.220% | |
2/11/2025 | LPL Financial LLC | 707,093 | $14.58M | 0.0% | +10.0% | 2.010% | |
2/11/2025 | Sei Investments Co. | 31,336 | $646K | 0.0% | N/A | 0.089% | |
2/10/2025 | Commonwealth Equity Services LLC | 24,018 | $495K | 0.0% | +14.7% | 0.068% | |
2/10/2025 | Farther Finance Advisors LLC | 3,054 | $63K | 0.0% | +34.8% | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 22,734 | $469K | 0.0% | -11.3% | 0.065% | |
2/7/2025 | Wealthfront Advisers LLC | 89,683 | $1.85M | 0.0% | +113.0% | 0.255% | |
2/7/2025 | Founders Financial Alliance LLC | 18,342 | $378K | 0.1% | +5.7% | 0.052% | |
2/6/2025 | Raymond James Financial Inc. | 68,760 | $1.42M | 0.0% | N/A | 0.195% | |
2/6/2025 | SBI Securities Co. Ltd. | 43,487 | $897K | 0.0% | N/A | 0.124% | |
2/6/2025 | Jones Financial Companies Lllp | 10,689 | $220K | 0.0% | +60.8% | 0.030% | |
2/3/2025 | Advyzon Investment Management LLC | 15,500 | $320K | 0.1% | N/A | 0.044% | |
2/3/2025 | Good Life Advisors LLC | 17,151 | $354K | 0.0% | -48.8% | 0.049% | |
1/31/2025 | Global Retirement Partners LLC | 8,817 | $182K | 0.0% | -9.8% | 0.025% | |
1/30/2025 | Strategic Financial Concepts LLC | 54,226 | $1.12M | 0.0% | +2.2% | 0.154% | |
1/30/2025 | Principal Securities Inc. | 3,515 | $72K | 0.0% | +1,133.3% | 0.010% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 102,608 | $2.12M | 0.5% | +22.0% | 0.292% | |
1/28/2025 | Strategic Financial Concepts LLC | 1,094,055 | $22.56M | 0.0% | +1,962.2% | 3.110% | |
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1/23/2025 | Fifth Third Securities Inc. | 111,463 | $2.30M | 0.2% | +42.5% | 0.317% | |
1/23/2025 | Crews Bank & Trust | 3,615 | $75K | 0.0% | N/A | 0.010% | |
1/22/2025 | PFG Investments LLC | 24,233 | $500K | 0.0% | -12.5% | 0.069% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,951 | $411K | 0.0% | -3.4% | 0.057% | |
1/15/2025 | Goldstone Financial Group LLC | 49,017 | $1.01M | 0.2% | +14.3% | 0.139% | |
1/8/2025 | International Assets Investment Management LLC | 21,213 | $440K | 0.0% | N/A | 0.060% | |
12/26/2024 | JPMorgan Chase & Co. | 66,020 | $1.55M | 0.0% | +2.0% | 0.188% | |
11/15/2024 | MML Investors Services LLC | 14,078 | $331K | 0.0% | -16.9% | 0.040% | |
11/15/2024 | National Bank of Canada FI | 7,500 | $177K | 0.0% | N/A | 0.021% | |
11/15/2024 | Stifel Financial Corp | 15,751 | $371K | 0.0% | +5.4% | 0.045% | |
11/15/2024 | HighTower Advisors LLC | 25,616 | $604K | 0.0% | +35.4% | 0.073% | |
11/14/2024 | Flow Traders U.S. LLC | 22,064 | $519K | 0.0% | N/A | 0.063% | |
11/14/2024 | Rockefeller Capital Management L.P. | 21,520 | $507K | 0.0% | +2.6% | 0.061% | |
11/13/2024 | FMR LLC | 1,556 | $37K | 0.0% | +151.4% | 0.004% | |
11/8/2024 | Howe & Rusling Inc. | 1,503 | $35K | 0.0% | N/A | 0.004% | |
10/29/2024 | Farther Finance Advisors LLC | 2,266 | $53K | 0.0% | +45.8% | 0.006% | |
10/28/2024 | Goldstone Financial Group LLC | 42,878 | $1.01M | 0.2% | N/A | 0.122% | |
10/16/2024 | Good Life Advisors LLC | 33,480 | $788K | 0.0% | +104.8% | 0.095% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 35,963 | $792K | 0.3% | +384.7% | 0.102% | |
8/26/2024 | Founders Financial Alliance LLC | 15,124 | $333K | 0.1% | +10.5% | 0.043% | |
8/22/2024 | Cetera Investment Advisers | 43,761 | $964K | 0.0% | +30.1% | 0.124% | |
8/16/2024 | NewEdge Advisors LLC | 45,585 | $1.00M | 0.0% | +5.8% | 0.130% | |
8/12/2024 | Waterloo Capital L.P. | 14,180 | $312K | 0.0% | -44.3% | 0.040% | |
8/9/2024 | Renaissance Technologies LLC | 63,000 | $1.39M | 0.0% | N/A | 0.179% | |
8/8/2024 | Eagle Strategies LLC | 26,072 | $574K | 0.1% | N/A | 0.074% | |
8/7/2024 | PFG Investments LLC | 27,607 | $608K | 0.0% | -8.1% | 0.078% | |
8/6/2024 | Strategic Financial Concepts LLC | 1,191,909 | $262K | 0.0% | N/A | 3.388% | |
7/29/2024 | Blue Chip Partners LLC | 4,661 | $103K | 0.0% | N/A | 0.013% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 52,300 | $1.15M | 0.0% | +128.5% | 0.149% | |
7/16/2024 | ORG Partners LLC | 8,223 | $181K | 0.0% | N/A | 0.023% | |
7/15/2024 | Fifth Third Securities Inc. | 76,313 | $1.68M | 0.2% | +27.7% | 0.217% | |
5/24/2024 | Cetera Advisors LLC | 20,198 | $437K | 0.0% | N/A | 0.057% | |
5/16/2024 | Jane Street Group LLC | 185,986 | $4.03M | 0.0% | -36.5% | 0.529% | |
5/1/2024 | Janney Montgomery Scott LLC | 103,831 | $2.25M | 0.0% | +88.7% | 0.295% | |
4/25/2024 | Capital Investment Advisory Services LLC | 6,420 | $139K | 0.0% | N/A | 0.018% | |
4/22/2024 | PFG Investments LLC | 30,028 | $650K | 0.0% | N/A | 0.085% | |
4/11/2024 | International Assets Investment Management LLC | 15,363 | $331K | 0.0% | +9.7% | 0.045% | |
2/14/2024 | Waterloo Capital L.P. | 32,506 | $733K | 0.1% | N/A | 0.096% | |
2/12/2024 | Bank of Nova Scotia | 20,000 | $449K | 0.0% | N/A | 0.059% | |
2/12/2024 | Harvest Investment Services LLC | 27,510 | $620K | 0.3% | +9.0% | 0.081% | |
2/9/2024 | Founders Financial Alliance LLC | 11,888 | $268K | 0.1% | +19.6% | 0.035% | |
2/9/2024 | Advisory Services Network LLC | 20,044 | $452K | 0.0% | -9.0% | 0.059% | |
2/9/2024 | D.A. Davidson & CO. | 12,502 | $282K | 0.0% | -6.6% | 0.037% | |
2/8/2024 | Janney Montgomery Scott LLC | 55,027 | $1.24M | 0.0% | +7.8% | 0.162% | |
2/5/2024 | Triumph Capital Management | 16,506 | $376K | 0.2% | -18.9% | 0.049% | |
1/31/2024 | Western Wealth Management LLC | 16,201 | $365K | 0.0% | +60.7% | 0.048% | |
1/29/2024 | NewEdge Wealth LLC | 9,350 | $211K | 0.0% | N/A | 0.028% | |
1/25/2024 | International Assets Investment Management LLC | 14,009 | $316K | 0.0% | N/A | 0.041% | |
1/24/2024 | International Assets Investment Management LLC | 315,903 | $7.12M | 0.0% | N/A | 0.929% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 59,244 | $1.34M | 0.0% | -27.9% | 0.174% | |
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11/16/2023 | Financial Gravity Asset Management Inc. | 12,654 | $277K | 0.0% | +1,800.0% | 0.037% | |
11/13/2023 | LPL Financial LLC | 529,282 | $11.60M | 0.0% | +20.3% | 1.557% | |
11/9/2023 | UBS Group AG | 90,863 | $1.99M | 0.0% | +8.8% | 0.267% | |
11/8/2023 | Janney Montgomery Scott LLC | 51,028 | $1.12M | 0.0% | +22.2% | 0.150% | |
11/8/2023 | Eagle Strategies LLC | 23,218 | $509K | 0.1% | +14.8% | 0.068% | |
11/8/2023 | Western Wealth Management LLC | 10,080 | $221K | 0.0% | +13.1% | 0.030% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 5,174 | $113K | 0.1% | N/A | 0.015% | |
11/3/2023 | ORG Partners LLC | 8,223 | $180K | 0.1% | N/A | 0.024% | |
11/3/2023 | Private Advisor Group LLC | 11,722 | $257K | 0.0% | -7.3% | 0.034% | |
11/1/2023 | Wealthfront Advisers LLC | 29,589 | $648K | 0.0% | -3.3% | 0.087% | |