5/8/2024 | Avantax Advisory Services Inc. | 29,319 | $1.36M | 0.0% | +7.9% | 0.419% | |
5/7/2024 | Oppenheimer & Co. Inc. | 38,078 | $1.77M | 0.0% | +9.3% | 0.545% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,056 | $606K | 0.0% | +2.3% | 0.187% | |
4/26/2024 | McGuire Investment Group LLC | 13,694 | $635K | 0.1% | -57.2% | 0.196% | |
4/22/2024 | PFG Investments LLC | 4,838 | $224K | 0.0% | -12.6% | 0.069% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,800 | $84K | 0.0% | N/A | 0.026% | |
|
4/18/2024 | Narus Financial Partners LLC | 54,339 | $2.52M | 1.1% | +12.4% | 0.784% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 30,163 | $1.40M | 0.0% | +2.6% | 0.435% | |
2/13/2024 | Oppenheimer & Co. Inc. | 34,853 | $1.68M | 0.0% | +23.7% | 0.494% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,295 | $400K | 0.0% | +6.3% | 0.117% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 20,635 | $996K | 0.1% | N/A | 0.292% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,764 | $616K | 0.0% | -2.0% | 0.181% | |
2/8/2024 | Pacific Sun Financial Corp | 24,020 | $1.16M | 0.7% | -4.2% | 0.340% | |
2/7/2024 | Avantax Advisory Services Inc. | 27,179 | $1.31M | 0.0% | -11.8% | 0.385% | |
2/7/2024 | Kessler Investment Group LLC | 783 | $38K | 0.0% | +605.4% | 0.011% | |
2/6/2024 | Apollon Wealth Management LLC | 5,994 | $289K | 0.0% | N/A | 0.085% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 29,402 | $1.42M | 0.1% | +83.7% | 0.416% | |
2/6/2024 | Spire Wealth Management | 4,249 | $200K | 0.0% | -18.9% | 0.060% | |
2/5/2024 | Amica Mutual Insurance Co. | 11,950 | $577K | 0.1% | N/A | 0.169% | |
2/5/2024 | Opinicus Capital Inc. | 4,195 | $202K | 0.2% | N/A | 0.059% | |
1/25/2024 | Narus Financial Partners LLC | 48,359 | $2.33M | 1.1% | +631.9% | 0.689% | |
1/18/2024 | Steel Grove Capital Advisors LLC | 30,050 | $1.45M | 0.2% | +18.1% | 0.428% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,160 | $780K | 0.0% | +12.4% | 0.230% | |
1/16/2024 | CVA Family Office LLC | 1,105 | $53K | 0.0% | N/A | 0.016% | |
1/16/2024 | Raymond James & Associates | 23,174 | $1.12M | 0.0% | -17.5% | 0.330% | |
1/12/2024 | McGuire Investment Group LLC | 31,988 | $1.54M | 0.3% | +12.9% | 0.465% | |
11/17/2023 | Seelaus Asset Management LLC | 5,175 | $227K | 0.3% | +200.0% | 0.075% | |
11/15/2023 | Theory Financial LLC | 80,431 | $3.52M | 2.1% | +179.7% | 1.161% | |
11/15/2023 | Baker Avenue Asset Management LP | 1,038 | $45K | 0.0% | +200.0% | 0.015% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 621 | $27K | 0.0% | +200.0% | 0.009% | |
11/13/2023 | Stifel Financial Corp | 53,625 | $2.35M | 0.0% | +243.1% | 0.774% | |
11/13/2023 | Mariner LLC | 15,588 | $682K | 0.0% | +215.6% | 0.225% | |
11/13/2023 | LPL Financial LLC | 88,755 | $3.89M | 0.0% | +263.6% | 1.281% | |
11/13/2023 | PNC Financial Services Group Inc. | 799 | $35K | 0.0% | +200.4% | 0.012% | |
11/9/2023 | UBS Group AG | 54,511 | $2.39M | 0.0% | +198.1% | 0.787% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,029 | $570K | 0.0% | +198.3% | 0.188% | |
11/8/2023 | Spinnaker Trust | 28,945 | $1.27M | 0.1% | +186.4% | 0.418% | |
11/8/2023 | Spire Wealth Management | 5,239 | $229K | 0.0% | +200.1% | 0.076% | |
11/8/2023 | Avantax Advisory Services Inc. | 30,811 | $1.35M | 0.0% | +198.9% | 0.445% | |
11/8/2023 | Oppenheimer & Co. Inc. | 28,166 | $1.23M | 0.0% | +220.3% | 0.406% | |
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11/7/2023 | Addison Advisors LLC | 876 | $38K | 0.0% | +200.0% | 0.013% | |
11/7/2023 | Atria Investments Inc | 39,814 | $1.74M | 0.0% | +202.0% | 0.575% | |
11/7/2023 | Great Valley Advisor Group Inc. | 6,526 | $286K | 0.0% | +204.7% | 0.094% | |
11/6/2023 | Wharton Business Group LLC | 5,230 | $229K | 0.0% | N/A | 0.075% | |
11/6/2023 | PFG Investments LLC | 5,754 | $252K | 0.0% | +200.0% | 0.083% | |
10/30/2023 | RFP Financial Group LLC | 2,868 | $126K | 0.1% | N/A | 0.041% | |
10/30/2023 | Narus Financial Partners LLC | 6,607 | $289K | 0.1% | N/A | 0.095% | |
10/26/2023 | MTM Investment Management LLC | 4,671 | $204K | 0.1% | +200.0% | 0.067% | |
10/25/2023 | Total Clarity Wealth Management Inc. | 6,128 | $268K | 0.1% | +224.9% | 0.088% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,380 | $629K | 0.0% | +185.5% | 0.207% | |
10/24/2023 | Raymond James & Associates | 28,096 | $1.23M | 0.0% | +187.2% | 0.404% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,457 | $983K | 0.0% | +200.7% | 0.323% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,803 | $429K | 0.0% | +196.2% | 0.141% | |
10/18/2023 | Yoder Wealth Management Inc. | 5,325 | $233K | 0.1% | +214.9% | 0.077% | |
10/17/2023 | Patriot Investment Management Group Inc. | 13,368 | $585K | 0.1% | +200.0% | 0.192% | |
10/17/2023 | Somerset Trust Co | 13,443 | $588K | 0.3% | +200.0% | 0.193% | |
10/13/2023 | Optimum Investment Advisors | 600 | $26K | 0.0% | +200.0% | 0.009% | |
10/12/2023 | Toth Financial Advisory Corp | 1,170 | $51K | 0.0% | +200.0% | 0.017% | |
10/12/2023 | McGuire Investment Group LLC | 28,327 | $1.24M | 0.2% | +206.7% | 0.404% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 16,005 | $701K | 0.0% | +197.2% | 0.228% | |
10/11/2023 | Geneos Wealth Management Inc. | 2,163 | $95K | 0.0% | +200.0% | 0.031% | |
10/11/2023 | Armstrong Advisory Group Inc. | 1,305 | $57K | 0.0% | +200.0% | 0.019% | |
10/10/2023 | Green Square Capital Advisors LLC | 25,450 | $1.11M | 0.1% | N/A | 0.363% | |
8/10/2023 | Bessemer Group Inc. | 500 | $74K | 0.0% | -50.0% | 0.007% | |
8/8/2023 | Theory Financial LLC | 28,758 | $4.24M | 2.4% | +2.3% | 0.408% | |
8/4/2023 | Atria Investments Inc | 13,182 | $1.94M | 0.0% | -14.5% | 0.187% | |
8/3/2023 | Oppenheimer & Co. Inc. | 8,793 | $1.30M | 0.0% | +7.5% | 0.125% | |
8/2/2023 | Bank of Montreal Can | 233 | $35K | 0.0% | N/A | 0.003% | |
7/31/2023 | LPL Financial LLC | 24,412 | $3.60M | 0.0% | -6.4% | 0.346% | |
7/26/2023 | Janney Montgomery Scott LLC | 4,368 | $644K | 0.0% | N/A | 0.062% | |
7/25/2023 | Raymond James & Associates | 9,782 | $1.44M | 0.0% | +9.7% | 0.139% | |
7/21/2023 | Creative Planning | 10,159 | $1.50M | 0.0% | -10.3% | 0.144% | |
7/18/2023 | McGuire Investment Group LLC | 9,237 | $1.36M | 0.3% | -7.8% | 0.393% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 5,386 | $794K | 0.0% | -20.4% | 0.229% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,467 | $1.10M | 0.0% | +23.3% | 0.318% | |
7/12/2023 | Pacific Sun Financial Corp | 8,645 | $1.14M | 0.8% | N/A | 0.368% | |
5/11/2023 | PFG Investments LLC | 1,958 | $258K | 0.1% | N/A | 0.082% | |
5/10/2023 | Atria Investments Inc | 15,422 | $2.03M | 0.0% | +4.0% | 0.648% | |
5/10/2023 | Oppenheimer & Co. Inc. | 8,178 | $1.08M | 0.0% | +5.2% | 0.344% | |
5/10/2023 | LPL Financial LLC | 26,081 | $3.43M | 0.0% | -0.5% | 1.096% | |
5/9/2023 | Spire Wealth Management | 1,765 | $232K | 0.0% | +16.8% | 0.074% | |
5/9/2023 | Tower Research Capital LLC TRC | 4,292 | $564K | 0.0% | +17.0% | 0.180% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 6,768 | $890K | 0.0% | -34.9% | 0.284% | |
5/4/2023 | Total Clarity Wealth Management Inc. | 1,902 | $250K | 0.1% | N/A | 0.080% | |
5/2/2023 | True Capital Management | 8,169 | $1.08M | 0.7% | -2.2% | 0.343% | |
4/28/2023 | Avantax Advisory Services Inc. | 11,271 | $1.48M | 0.0% | +10.0% | 0.472% | |
4/27/2023 | Northstar Group Inc. | 1,590 | $209K | 0.1% | -11.2% | 0.067% | |
4/27/2023 | CVA Family Office LLC | 475 | $62K | 0.0% | N/A | 0.020% | |
4/20/2023 | LVZ Inc. | 9,004 | $1.18M | 0.2% | N/A | 0.377% | |
4/20/2023 | McGuire Investment Group LLC | 10,018 | $1.32M | 0.3% | -3.2% | 0.419% | |
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4/14/2023 | Raymond James Financial Services Advisors Inc. | 5,095 | $670K | 0.0% | -6.3% | 0.212% | |
4/14/2023 | Raymond James & Associates | 8,916 | $1.17M | 0.0% | +1.5% | 0.372% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 10,393 | $1.25M | 0.1% | -53.4% | 0.431% | |
2/13/2023 | Heritage Wealth Management LLC | 404 | $48K | 0.0% | +100.0% | 0.017% | |
2/13/2023 | Texas Yale Capital Corp. | 26,137 | $3.13M | 0.2% | -0.6% | 1.085% | |
2/10/2023 | Creative Planning | 11,760 | $1.41M | 0.0% | -2.7% | 0.488% | |
2/10/2023 | True Capital Management | 8,356 | $1.00M | 0.8% | N/A | 0.347% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 5,436 | $651K | 0.0% | -11.6% | 0.226% | |
2/8/2023 | UBS Group AG | 24,178 | $2.90M | 0.0% | +1.1% | 1.003% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 6,259 | $750K | 0.0% | -7.2% | 0.260% | |