10/30/2024 | Cary Street Partners Asset Management LLC | 2,486,557 | $69.95M | 9.1% | +1.2% | 29.959% | |
10/16/2024 | AFG Fiduciary Services Limited Partnership | 24,394 | $689K | 0.2% | -1.7% | 0.294% | |
10/15/2024 | FMA Wealth Management LLC | 48,947 | $1.38M | 1.0% | +6.9% | 0.590% | |
8/12/2024 | Lokken Investment Group LLC | 60,374 | $1.57M | 0.7% | +8.0% | 0.727% | |
8/7/2024 | Vantage Financial Partners LLC | 23,580 | $612K | 0.2% | -2.1% | 0.284% | |
7/31/2024 | AFG Fiduciary Services Limited Partnership | 24,804 | $658K | 0.2% | -11.6% | 0.299% | |
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7/31/2024 | Commonwealth Equity Services LLC | 280,307 | $7.28M | 0.0% | -4.4% | 3.377% | |
7/19/2024 | FMA Wealth Management LLC | 45,794 | $1.19M | 1.0% | +10.5% | 0.552% | |
7/18/2024 | Insight Wealth Partners LLC | 51,526 | $1.34M | 0.2% | +7.4% | 0.621% | |
5/2/2024 | Vantage Financial Partners LLC | 24,082 | $637K | 0.2% | -6.8% | 0.290% | |
5/1/2024 | Janney Montgomery Scott LLC | 14,834 | $392K | 0.0% | -7.4% | 0.179% | |
4/29/2024 | Commonwealth Equity Services LLC | 293,302 | $7.76M | 0.0% | +5.2% | 3.534% | |
2/13/2024 | Lokken Investment Group LLC | 63,436 | $1.57M | 0.9% | +12.8% | 0.634% | |
2/12/2024 | Stifel Financial Corp | 753,494 | $18.67M | 0.0% | -42.6% | 7.535% | |
2/9/2024 | FMA Wealth Management LLC | 39,778 | $986K | 0.9% | N/A | 0.398% | |
2/9/2024 | UBS Group AG | 1,377,087 | $34.13M | 0.0% | -8.7% | 13.771% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 320,185 | $7.94M | 0.4% | +12.2% | 3.202% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 2,287,953 | $56.70M | 9.6% | -0.4% | 22.880% | |
2/5/2024 | Kestra Private Wealth Services LLC | 11,232 | $278K | 0.0% | N/A | 0.112% | |
2/5/2024 | Vantage Financial Partners LLC | 25,845 | $640K | 0.2% | -79.2% | 0.258% | |
2/1/2024 | Stock Yards Bank & Trust Co. | 8,500 | $211K | 0.0% | N/A | 0.085% | |
1/29/2024 | NewEdge Wealth LLC | 24,441 | $606K | 0.0% | -45.9% | 0.244% | |
1/25/2024 | RiverTree Advisors LLC | 16,250 | $403K | 0.3% | N/A | 0.163% | |
1/11/2024 | AFG Fiduciary Services Limited Partnership | 71,159 | $1.75M | 1.4% | -2.0% | 0.712% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 285,314 | $6.47M | 0.3% | +7.3% | 2.853% | |
11/13/2023 | Stifel Financial Corp | 1,313,280 | $29.76M | 0.0% | -0.9% | 13.133% | |
11/13/2023 | Mariner LLC | 458,304 | $10.39M | 0.0% | +4.6% | 4.583% | |
11/13/2023 | Core Wealth Advisors Inc. | 16,182 | $367K | 0.2% | +15.2% | 0.162% | |
11/9/2023 | UBS Group AG | 1,508,053 | $34.17M | 0.0% | -0.4% | 15.081% | |
11/8/2023 | HighTower Advisors LLC | 26,936 | $608K | 0.0% | -32.4% | 0.269% | |
11/8/2023 | Janney Montgomery Scott LLC | 15,973 | $362K | 0.0% | -3.3% | 0.160% | |
11/8/2023 | Atria Wealth Solutions Inc. | 10,250 | $232K | 0.0% | N/A | 0.103% | |
11/8/2023 | NewEdge Wealth LLC | 45,153 | $1.02M | 0.0% | -25.2% | 0.452% | |
11/6/2023 | Hudock Inc. | 75,448 | $1.71M | 0.4% | -1.6% | 0.754% | |
11/2/2023 | Vantage Financial Partners LLC | 124,296 | $2.82M | 1.1% | -51.7% | 1.243% | |
10/30/2023 | Insight Wealth Partners LLC | 42,141 | $955K | 0.2% | +6.6% | 0.421% | |
10/23/2023 | AFG Fiduciary Services Limited Partnership | 72,646 | $1.66M | 1.5% | +8.2% | 0.726% | |
10/23/2023 | Commonwealth Equity Services LLC | 273,368 | $6.20M | 0.0% | +7.9% | 2.734% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 31,594 | $716K | 0.0% | -4.4% | 0.316% | |
8/11/2023 | Regal Investment Advisors LLC | 14,358 | $341K | 0.0% | -6.4% | 0.144% | |
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8/10/2023 | Commonwealth Equity Services LLC | 253,236 | $6.02M | 0.0% | -20.9% | 2.532% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 2,234,107 | $53.12M | 9.9% | +9.1% | 22.341% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 265,973 | $6.32M | 0.4% | +12.4% | 2.660% | |
8/9/2023 | Lokken Investment Group LLC | 119,727 | $2.85M | 1.9% | +18.5% | 1.197% | |
8/8/2023 | RiverTree Advisors LLC | 33,727 | $802K | 0.6% | -15.0% | 0.337% | |
8/8/2023 | Vantage Financial Partners LLC | 257,266 | $6.12M | 2.3% | +2.4% | 2.573% | |
8/4/2023 | IFP Advisors Inc | 3,150 | $79K | 0.0% | N/A | 0.032% | |
8/2/2023 | Hudson Value Partners LLC | 43,884 | $1.04M | 0.5% | +26.1% | 0.439% | |
7/31/2023 | Hudock Inc. | 76,704 | $1.82M | 0.4% | N/A | 0.767% | |
7/26/2023 | Janney Montgomery Scott LLC | 16,511 | $393K | 0.0% | N/A | 0.176% | |
7/20/2023 | PFG Advisors | 10,418 | $248K | 0.0% | -23.6% | 0.111% | |
7/18/2023 | AFG Fiduciary Services Limited Partnership | 67,137 | $1.61M | 1.2% | N/A | 0.714% | |
5/17/2023 | Financial Enhancement Group LLC | 249,164 | $5.95M | 1.2% | -11.0% | 2.679% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 2,047,830 | $49.62M | 9.4% | +4.5% | 22.020% | |
5/12/2023 | UBS Group AG | 1,534,735 | $37.19M | 0.0% | +5.1% | 16.503% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 21,500 | $521K | 0.1% | -34.8% | 0.231% | |
5/11/2023 | Commonwealth Equity Services LLC | 320,337 | $7.76M | 0.0% | +76.5% | 3.444% | |
5/9/2023 | Lokken Investment Group LLC | 101,018 | $2.45M | 1.9% | N/A | 1.086% | |
5/8/2023 | NewEdge Wealth LLC | 67,709 | $1.64M | 0.1% | -2.4% | 0.728% | |
5/8/2023 | Vantage Financial Partners LLC | 251,114 | $6.08M | 2.4% | +7.3% | 2.700% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 32,632 | $791K | 0.0% | +10.0% | 0.351% | |
5/3/2023 | Axxcess Wealth Management LLC | 8,710 | $211K | 0.0% | N/A | 0.094% | |
4/27/2023 | Core Wealth Advisors Inc. | 14,044 | $340K | 0.1% | +17.9% | 0.151% | |
4/21/2023 | PFG Advisors | 13,642 | $331K | 0.0% | N/A | 0.147% | |
3/1/2023 | Regal Investment Advisors LLC | 12,103 | $283K | 0.0% | N/A | 0.139% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 1,960,136 | $45.83M | 9.3% | -1.9% | 22.530% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 29,670 | $694K | 0.0% | +9.6% | 0.341% | |
2/9/2023 | Financial Enhancement Group LLC | 280,091 | $6.73M | 1.3% | -8.6% | 3.219% | |
2/8/2023 | UBS Group AG | 1,460,004 | $34.14M | 0.0% | +77.0% | 16.782% | |
2/8/2023 | Vantage Financial Partners LLC | 234,016 | $5.47M | 3.3% | +15.0% | 2.690% | |
2/7/2023 | Commonwealth Equity Services LLC | 181,515 | $4.24M | 0.0% | +135.4% | 2.086% | |
1/30/2023 | Hudson Value Partners LLC | 34,612 | $809K | 0.5% | +53.9% | 0.398% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 178,530 | $3.99M | 0.3% | +23.0% | 2.380% | |
11/10/2022 | Core Wealth Advisors Inc. | 10,845 | $242K | 0.1% | +323.6% | 0.145% | |
11/10/2022 | UBS Group AG | 824,803 | $18.42M | 0.0% | N/A | 10.997% | |
10/27/2022 | Financial Enhancement Group LLC | 306,291 | $6.84M | 1.6% | N/A | 4.439% | |
8/15/2022 | Core Wealth Advisors Inc. | 2,560 | $61K | 0.0% | +12,700.0% | 0.047% | |
8/13/2022 | NewEdge Advisors LLC | 166,408 | $3.94M | 0.1% | N/A | 3.026% | |
8/8/2022 | Prospera Financial Services Inc | 11,750 | $278K | 0.0% | +612.1% | 0.214% | |
7/29/2022 | Hudson Value Partners LLC | 22,740 | $538K | 0.3% | +4.7% | 0.505% | |
7/19/2022 | Commonwealth Equity Services LLC | 71,784 | $1.70M | 0.0% | N/A | 1.595% | |
5/4/2022 | Prospera Financial Services Inc | 1,650 | $42K | 0.0% | N/A | 0.057% | |