5/7/2024 | Concurrent Investment Advisors LLC | 3,785 | $202K | 0.0% | N/A | 0.016% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,809 | $629K | 0.0% | +8.2% | 0.049% | |
5/4/2024 | Geneos Wealth Management Inc. | 27,482 | $1.46M | 0.1% | +1.5% | 0.115% | |
5/1/2024 | Janney Montgomery Scott LLC | 398,974 | $21.25M | 0.1% | +6.1% | 1.666% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,888 | $846K | 0.0% | +2.8% | 0.066% | |
4/26/2024 | Bogart Wealth LLC | 18,803 | $1.00M | 0.1% | -4.6% | 0.079% | |
|
4/25/2024 | Cambridge Investment Research Advisors Inc. | 66,192 | $3.53M | 0.0% | -29.3% | 0.276% | |
4/25/2024 | Christopher J. Hasenberg Inc | 104,681 | $5.57M | 2.7% | +0.3% | 0.437% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,380,603 | $73.52M | 0.1% | -43.1% | 5.765% | |
4/19/2024 | Core Wealth Partners LLC | 17,533 | $934K | 0.7% | +4.9% | 0.085% | |
4/19/2024 | Cornerstone Wealth Management LLC | 82,228 | $4.38M | 0.4% | +3.5% | 0.399% | |
4/16/2024 | Lockerman Financial Group Inc. | 5,589 | $298K | 0.6% | -6.1% | 0.027% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 129,808 | $6.91M | 0.2% | -1.3% | 0.630% | |
4/15/2024 | Brookstone Capital Management | 154,796 | $8.24M | 0.1% | +4.0% | 0.751% | |
4/10/2024 | Park Avenue Securities LLC | 6,767 | $360K | 0.0% | +5.7% | 0.033% | |
2/13/2024 | Cetera Advisor Networks LLC | 104,580 | $4.99M | 0.0% | -2.8% | 0.508% | |
2/13/2024 | Christopher J. Hasenberg Inc | 104,362 | $4.98M | 2.8% | N/A | 0.507% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 93,614 | $4.47M | 0.0% | +58.3% | 0.454% | |
2/9/2024 | Franklin Resources Inc. | 9,519,384 | $454.27M | 0.2% | +7.7% | 46.211% | |
2/9/2024 | Wells Fargo & Company MN | 140,620 | $6.71M | 0.0% | +2.2% | 0.683% | |
2/8/2024 | Janney Montgomery Scott LLC | 376,167 | $17.95M | 0.1% | +38.2% | 1.826% | |
2/8/2024 | Core Wealth Partners LLC | 16,713 | $798K | 0.7% | -1.9% | 0.081% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 10,910 | $521K | 0.0% | +54.2% | 0.053% | |
2/7/2024 | Bogart Wealth LLC | 19,702 | $940K | 0.1% | -6.5% | 0.096% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 131,480 | $6.27M | 0.2% | +1.8% | 0.638% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,939 | $808K | 0.0% | +12.6% | 0.082% | |
1/30/2024 | Howard Capital Management Inc. | 24,653 | $1.18M | 0.1% | +117.4% | 0.120% | |
1/26/2024 | Geneos Wealth Management Inc. | 27,086 | $1.29M | 0.1% | +1.9% | 0.131% | |
1/25/2024 | International Assets Investment Management LLC | 21,243 | $1.01M | 0.0% | N/A | 0.103% | |
1/24/2024 | International Assets Investment Management LLC | 21,243 | $1.01M | 0.0% | N/A | 0.103% | |
1/18/2024 | Lockerman Financial Group Inc. | 5,949 | $284K | 0.7% | +8.1% | 0.029% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 2,426,965 | $115.82M | 0.2% | +3.0% | 11.781% | |
1/16/2024 | Raymond James & Associates | 16,551 | $790K | 0.0% | +107.4% | 0.080% | |
1/11/2024 | Brookstone Capital Management | 148,905 | $7.11M | 0.1% | +2.1% | 0.723% | |
1/10/2024 | Cornerstone Wealth Management LLC | 79,484 | $3.79M | 0.3% | +1,224.1% | 0.386% | |
1/9/2024 | Key Client Fiduciary Advisors LLC | 12,550 | $599K | 0.3% | +4.1% | 0.061% | |
11/13/2023 | Mariner LLC | 46,028 | $1.98M | 0.0% | -3.2% | 0.223% | |
11/13/2023 | LPL Financial LLC | 204,124 | $8.79M | 0.0% | +6.4% | 0.991% | |
11/13/2023 | Envestnet Asset Management Inc. | 123,433 | $5.32M | 0.0% | -2.7% | 0.599% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,075 | $305K | 0.0% | N/A | 0.034% | |
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11/13/2023 | Kestra Advisory Services LLC | 52,730 | $2.27M | 0.0% | +1.4% | 0.256% | |
11/9/2023 | UBS Group AG | 112,392 | $4.84M | 0.0% | -4.0% | 0.546% | |
11/8/2023 | Janney Montgomery Scott LLC | 272,175 | $11.72M | 0.0% | +6.2% | 1.321% | |
11/7/2023 | Atria Investments Inc | 165,172 | $7.11M | 0.1% | +379.4% | 0.802% | |
11/6/2023 | Lincoln National Corp | 8,561 | $369K | 0.0% | -4.7% | 0.042% | |
10/26/2023 | Park Avenue Securities LLC | 6,046 | $260K | 0.0% | N/A | 0.029% | |
10/24/2023 | Bank of New York Mellon Corp | 616,059 | $26.53M | 0.0% | +15.0% | 2.991% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 2,356,471 | $101.49M | 0.2% | +7.3% | 11.439% | |
10/24/2023 | Raymond James & Associates | 7,979 | $344K | 0.0% | +49.8% | 0.039% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 59,127 | $2.55M | 0.0% | -38.2% | 0.287% | |
10/20/2023 | Brookstone Capital Management | 145,867 | $6.28M | 0.1% | +3.0% | 0.708% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 129,130 | $5.56M | 0.3% | +1.7% | 0.627% | |
10/11/2023 | Geneos Wealth Management Inc. | 26,589 | $1.15M | 0.1% | +792.5% | 0.129% | |
8/11/2023 | Kestra Advisory Services LLC | 52,000 | $2.33M | 0.0% | -3.8% | 0.252% | |
8/11/2023 | Franklin Resources Inc. | 9,617,790 | $430.59M | 0.2% | -6.5% | 46.688% | |
8/10/2023 | Cetera Advisor Networks LLC | 107,724 | $4.82M | 0.0% | +1.6% | 0.527% | |
8/10/2023 | Cetera Investment Advisers | 167,943 | $7.52M | 0.1% | +2.3% | 0.821% | |
8/8/2023 | Geneos Wealth Management Inc. | 2,979 | $133K | 0.0% | -11.0% | 0.015% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 7,242 | $324K | 0.0% | +8.9% | 0.035% | |
8/7/2023 | Lincoln National Corp | 8,983 | $402K | 0.0% | -18.9% | 0.044% | |
8/4/2023 | Envestnet Asset Management Inc. | 126,802 | $5.68M | 0.0% | +5.0% | 0.620% | |
8/4/2023 | Atria Investments Inc | 34,451 | $1.54M | 0.0% | N/A | 0.168% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,821 | $666K | 0.0% | -49.2% | 0.072% | |
8/3/2023 | Bank of New York Mellon Corp | 535,903 | $23.99M | 0.0% | N/A | 2.621% | |
8/3/2023 | Howard Capital Management Inc. | 9,498 | $427K | 0.1% | N/A | 0.046% | |
7/31/2023 | LPL Financial LLC | 191,902 | $8.59M | 0.0% | -3.2% | 0.938% | |
7/31/2023 | Bogart Wealth LLC | 21,093 | $944K | 0.1% | -19.1% | 0.103% | |
7/26/2023 | Janney Montgomery Scott LLC | 256,394 | $11.48M | 0.0% | +7.3% | 1.254% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 2,197,118 | $98.37M | 0.2% | -7.0% | 10.744% | |
7/25/2023 | Raymond James & Associates | 5,325 | $238K | 0.0% | +7.3% | 0.026% | |
7/20/2023 | International Assets Investment Management LLC | 97,706 | $2.56M | 0.3% | N/A | 0.478% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 126,981 | $5.69M | 0.3% | -5.2% | 0.621% | |
7/13/2023 | Key Client Fiduciary Advisors LLC | 12,100 | $542K | 0.3% | +31.5% | 0.059% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 95,691 | $4.28M | 0.0% | -0.3% | 0.468% | |
7/11/2023 | Brookstone Capital Management | 141,560 | $6.23M | 0.1% | +3.2% | 0.692% | |
5/22/2023 | American Trust | 11,926 | $384K | 0.0% | +73.3% | 0.056% | |
5/12/2023 | Franklin Resources Inc. | 10,289,406 | $425.78M | 0.2% | -7.3% | 48.535% | |
5/12/2023 | Core Wealth Partners LLC | 17,045 | $705K | 0.7% | -27.0% | 0.080% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 95,949 | $3.97M | 0.0% | +22.7% | 0.453% | |
5/10/2023 | Lockerman Financial Group Inc. | 5,592 | $231K | 0.6% | -12.3% | 0.026% | |
5/10/2023 | LPL Financial LLC | 198,336 | $8.21M | 0.0% | -15.8% | 0.936% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 134,015 | $5.55M | 0.2% | -4.9% | 0.632% | |
5/3/2023 | J.W. Cole Advisors Inc. | 43,253 | $1.79M | 0.1% | -55.6% | 0.204% | |
5/1/2023 | CWM LLC | 690 | $29K | 0.0% | -34.2% | 0.003% | |
4/28/2023 | Janney Montgomery Scott LLC | 238,945 | $9.89M | 0.0% | -3.4% | 1.127% | |
4/25/2023 | Key Client Fiduciary Advisors LLC | 9,200 | $381K | 0.2% | +5.7% | 0.043% | |
4/21/2023 | Bogart Wealth LLC | 26,060 | $1.08M | 0.1% | -97.9% | 0.123% | |
4/19/2023 | Brookstone Capital Management | 137,132 | $5.73M | 0.1% | +15.0% | 0.647% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 2,361,500 | $97.72M | 0.2% | -8.4% | 11.139% | |
4/14/2023 | Raymond James & Associates | 4,961 | $205K | 0.0% | -20.8% | 0.023% | |
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2/17/2023 | Adams Wealth Management | 33,030 | $1.30M | 0.5% | +344.2% | 0.000% | |
2/13/2023 | Core Wealth Partners LLC | 23,337 | $995K | 1.1% | N/A | 0.000% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 140,987 | $5.53M | 0.3% | +8.5% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 29,190 | $1.15M | 0.0% | -10.0% | 0.000% | |
2/13/2023 | M Holdings Securities Inc. | 8,985 | $353K | 0.0% | -95.7% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 1,413,173 | $55.46M | 0.0% | +2.3% | 0.000% | |
2/10/2023 | Franklin Resources Inc. | 11,095,809 | $435.43M | 0.2% | -6.9% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 2,577,755 | $101.16M | 0.2% | +8.0% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 1,656 | $65K | 0.0% | N/A | 0.000% | |
2/8/2023 | UBS Group AG | 113,962 | $4.47M | 0.0% | -2.6% | 0.000% | |