3/24/2025 | Mascagni Wealth Management Inc. | 500 | $44K | 0.0% | N/A | 0.022% | |
2/18/2025 | Sunbelt Securities Inc. | 1,466 | $129K | 0.0% | +12.3% | 0.048% | |
2/17/2025 | Waverly Advisors LLC | 4,855 | $430K | 0.0% | N/A | 0.159% | |
2/17/2025 | Vivaldi Capital Management LP | 2,757 | $264K | 0.0% | +13.9% | 0.090% | |
2/17/2025 | Cetera Investment Advisers | 10,770 | $953K | 0.0% | -33.3% | 0.353% | |
2/17/2025 | Bank of America Corp DE | 20,836 | $1.84M | 0.0% | -11.5% | 0.683% | |
2/17/2025 | BNP Paribas Financial Markets | 50,000 | $4.43M | 0.0% | N/A | 1.639% | |
2/17/2025 | Ameriprise Financial Inc. | 2,286 | $202K | 0.0% | -10.3% | 0.075% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,540 | $225K | 0.0% | -7.2% | 0.083% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,575 | $493K | 0.0% | +5.9% | 0.183% | |
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2/14/2025 | Susquehanna International Group LLP | 23,452 | $2.08M | 0.0% | +43.5% | 0.769% | |
2/13/2025 | Main Street Financial Solutions LLC | 2,786 | $247K | 0.0% | -7.0% | 0.091% | |
2/13/2025 | Belpointe Asset Management LLC | 7,808 | $702K | 0.0% | +4.9% | 0.256% | |
2/13/2025 | Raymond James Financial Inc. | 15,596 | $1.38M | 0.0% | N/A | 0.511% | |
2/13/2025 | Bank of Montreal Can | 6,296 | $557K | 0.0% | +22.5% | 0.206% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,079 | $892K | 0.0% | -24.9% | 0.330% | |
2/13/2025 | Wells Fargo & Company MN | 13,520 | $1.20M | 0.0% | -45.5% | 0.443% | |
2/12/2025 | JPMorgan Chase & Co. | 101,858 | $9.02M | 0.0% | +0.3% | 3.340% | |
2/11/2025 | Modern Wealth Management LLC | 15,706 | $1.46M | 0.1% | N/A | 0.515% | |
2/11/2025 | LPL Financial LLC | 65,519 | $5.80M | 0.0% | -29.9% | 2.148% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,651 | $1.21M | 0.0% | -5.3% | 0.448% | |
2/7/2025 | HighTower Advisors LLC | 17,980 | $1.59M | 0.0% | -4.6% | 0.590% | |
2/7/2025 | Wealthfront Advisers LLC | 19,149 | $1.70M | 0.0% | +381.0% | 0.628% | |
2/6/2025 | Raymond James Financial Inc. | 15,596 | $1.38M | 0.0% | N/A | 0.511% | |
2/6/2025 | Jones Financial Companies Lllp | 1,616 | $143K | 0.0% | +34.8% | 0.053% | |
2/5/2025 | Sherman Asset Management Inc. | 1,741 | $154K | 0.1% | N/A | 0.057% | |
2/3/2025 | Pacific Sun Financial Corp | 13,549 | $1.20M | 0.7% | +3.0% | 0.444% | |
2/3/2025 | Meitav Investment House Ltd. | 20,963 | $1.86M | 0.0% | -1.7% | 0.687% | |
1/31/2025 | Atria Wealth Solutions Inc. | 25,529 | $2.26M | 0.0% | -2.6% | 0.837% | |
1/31/2025 | NTV Asset Management LLC | 15,660 | $1.39M | 0.2% | -2.2% | 0.513% | |
1/27/2025 | Bank Hapoalim BM | 3,611 | $320K | 0.1% | -48.2% | 0.118% | |
1/24/2025 | Clear Creek Financial Management LLC | 16,156 | $1.43M | 0.2% | -11.9% | 0.530% | |
1/17/2025 | Janney Montgomery Scott LLC | 2,579 | $228K | 0.0% | N/A | 0.085% | |
12/26/2024 | JPMorgan Chase & Co. | 101,541 | $9.19M | 0.0% | +1.5% | 3.329% | |
11/15/2024 | MML Investors Services LLC | 2,781 | $252K | 0.0% | -4.0% | 0.091% | |
11/15/2024 | Northeast Financial Consultants Inc | 10,105 | $915K | 0.0% | -14.5% | 0.331% | |
11/15/2024 | Jane Street Group LLC | 17,827 | $1.61M | 0.0% | N/A | 0.584% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 5,264 | $476K | 0.0% | -2.4% | 0.173% | |
11/15/2024 | HighTower Advisors LLC | 18,848 | $1.71M | 0.0% | -3.4% | 0.618% | |
11/14/2024 | Flow Traders U.S. LLC | 6,438 | $583K | 0.0% | N/A | 0.211% | |
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11/12/2024 | MGB Wealth Management LLC | 3,930 | $356K | 0.1% | -5.4% | 0.129% | |
11/6/2024 | Main Street Financial Solutions LLC | 2,996 | $271K | 0.0% | -30.1% | 0.098% | |
11/5/2024 | First Heartland Consultants Inc. | 6,056 | $548K | 0.1% | +4.8% | 0.199% | |
11/1/2024 | Atria Investments Inc | 6,658 | $603K | 0.0% | +10.5% | 0.218% | |
11/1/2024 | Quantum Private Wealth LLC | 2,500 | $226K | 0.1% | -43.0% | 0.082% | |
10/29/2024 | Clear Creek Financial Management LLC | 18,342 | $1.66M | 0.2% | +2.1% | 0.601% | |
10/28/2024 | Bank Hapoalim BM | 6,967 | $631K | 0.1% | -16.8% | 0.228% | |
10/9/2024 | Pacific Sun Financial Corp | 13,151 | $1.19M | 0.7% | -5.8% | 0.431% | |
8/22/2024 | Cetera Investment Advisers | 20,317 | $1.72M | 0.0% | -19.7% | 0.666% | |
8/21/2024 | Truist Financial Corp | 2,384 | $201K | 0.0% | -14.5% | 0.078% | |
8/16/2024 | Northeast Financial Consultants Inc | 11,815 | $997K | 0.0% | -15.8% | 0.387% | |
8/14/2024 | Bank of Montreal Can | 5,749 | $485K | 0.0% | +49.6% | 0.188% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 2,737 | $231K | 0.0% | -12.7% | 0.090% | |
8/8/2024 | Main Street Financial Solutions LLC | 4,286 | $362K | 0.0% | -9.5% | 0.141% | |
8/2/2024 | Belpointe Asset Management LLC | 7,850 | $663K | 0.0% | -60.2% | 0.257% | |
7/31/2024 | Commonwealth Equity Services LLC | 15,453 | $1.30M | 0.0% | -3.2% | 0.507% | |
7/25/2024 | First Heartland Consultants Inc. | 5,778 | $488K | 0.0% | +52.3% | 0.189% | |
7/25/2024 | Clear Creek Financial Management LLC | 17,959 | $1.52M | 0.2% | +1.8% | 0.589% | |
7/23/2024 | Bank Hapoalim BM | 8,372 | $707K | 0.1% | -18.9% | 0.274% | |
7/22/2024 | Atria Wealth Solutions Inc. | 27,885 | $2.35M | 0.0% | +7.3% | 0.914% | |
7/20/2024 | Means Investment CO. Inc. | 11,615 | $980K | 0.1% | -19.5% | 0.381% | |
7/19/2024 | Pacific Sun Financial Corp | 13,961 | $1.18M | 0.7% | -3.5% | 0.458% | |
7/18/2024 | Royal Fund Management LLC | 26,934 | $2.28M | 0.2% | -19.9% | 0.883% | |
5/24/2024 | Cetera Investment Advisers | 25,287 | $2.22M | 0.0% | N/A | 0.829% | |
5/7/2024 | NTV Asset Management LLC | 21,010 | $1.85M | 0.3% | -1.4% | 0.689% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 2,782 | $245K | 0.0% | -18.4% | 0.091% | |
4/30/2024 | Fortis Group Advisors LLC | 4,643 | $408K | 0.1% | N/A | 0.145% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,960 | $1.40M | 0.0% | -4.8% | 0.499% | |
4/26/2024 | Clear Creek Financial Management LLC | 17,649 | $1.55M | 0.2% | +370.1% | 0.552% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,426 | $125K | 0.1% | -43.9% | 0.045% | |
4/23/2024 | WASHINGTON TRUST Co | 403 | $35K | 0.0% | N/A | 0.013% | |
4/11/2024 | Royal Fund Management LLC | 33,608 | $2.96M | 0.3% | -6.4% | 0.525% | |
3/22/2024 | Livelsberger Financial Advisory | 920 | $78K | 0.1% | N/A | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 16,591 | $1.40M | 0.0% | +11.0% | 0.259% | |
2/9/2024 | AXS Investments LLC | 2,640 | $222K | 0.1% | -10.1% | 0.041% | |
2/9/2024 | UBS Group AG | 71,180 | $6.00M | 0.0% | -11.1% | 1.112% | |
2/8/2024 | Foundations Investment Advisors LLC | 20,733 | $1.77M | 0.0% | +67.7% | 0.324% | |
2/8/2024 | Pacific Sun Financial Corp | 15,368 | $1.30M | 0.8% | -9.9% | 0.240% | |
2/7/2024 | Integrity Financial Corp WA | 388 | $33K | 0.0% | -30.0% | 0.006% | |
2/7/2024 | BNP Paribas Financial Markets | 21,160 | $1.78M | 0.0% | -54.1% | 0.331% | |
2/6/2024 | NTV Asset Management LLC | 21,310 | $1.80M | 0.3% | -12.9% | 0.333% | |
2/6/2024 | Royal Fund Management LLC | 35,922 | $3.03M | 0.3% | -8.8% | 0.561% | |
2/6/2024 | Solutions 4 Wealth Ltd | 3,535 | $298K | 1.0% | N/A | 0.055% | |
2/6/2024 | 9258 Wealth Management LLC | 4,880 | $411K | 0.1% | -4.8% | 0.076% | |
2/2/2024 | Truist Financial Corp | 2,553 | $215K | 0.0% | N/A | 0.040% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 3,410 | $287K | 0.0% | -16.7% | 0.053% | |
2/2/2024 | Simplex Trading LLC | 327 | $27K | 0.0% | +738.5% | 0.005% | |
2/2/2024 | VCI Wealth Management LLC | 7,410 | $624K | 0.4% | N/A | 0.116% | |
2/2/2024 | Atria Wealth Solutions Inc. | 24,301 | $2.05M | 0.0% | +2.6% | 0.380% | |
2/1/2024 | Millington Financial Advisors LLC | 31,697 | $2.67M | 2.1% | -6.8% | 0.495% | |
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2/1/2024 | Telemus Capital LLC | 6,467 | $545K | 0.0% | N/A | 0.101% | |
1/30/2024 | SFI Advisors LLC | 18,652 | $1.57M | 1.3% | N/A | 0.291% | |
1/29/2024 | Meitav Investment House Ltd. | 21,179 | $1.79M | 0.0% | -4.4% | 0.331% | |
1/25/2024 | International Assets Investment Management LLC | 109,523 | $9.23M | 0.0% | N/A | 1.711% | |
1/25/2024 | Means Investment CO. Inc. | 15,881 | $1.34M | 0.2% | -13.9% | 0.248% | |
1/24/2024 | International Assets Investment Management LLC | 109,523 | $9.23M | 0.0% | N/A | 1.711% | |
1/24/2024 | Clear Creek Financial Management LLC | 3,754 | $316K | 0.1% | +10.6% | 0.059% | |
1/22/2024 | Bank Hapoalim BM | 10,878 | $917K | 0.1% | -8.7% | 0.170% | |
1/17/2024 | Blackston Financial Advisory Group LLC | 4,478 | $377K | 0.2% | N/A | 0.070% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,223 | $609K | 0.0% | +65.1% | 0.113% | |