5/7/2024 | Capital Square LLC | 18,747 | $103K | 0.1% | N/A | 0.006% | |
5/7/2024 | Pecaut & CO. | 35,760 | $197K | 0.1% | -38.7% | 0.012% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 115,402 | $637K | 0.0% | -7.8% | 0.038% | |
5/7/2024 | Insight Advisors LLC PA | 21,842 | $121K | 0.0% | N/A | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 20,328 | $112K | 0.0% | +20.9% | 0.007% | |
5/2/2024 | Valley Brook Capital Group Inc. | 76,836 | $424K | 0.3% | +57.3% | 0.025% | |
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5/1/2024 | Mission Wealth Management LP | 39,074 | $216K | 0.0% | N/A | 0.013% | |
5/1/2024 | Flynn Zito Capital Management LLC | 27,443 | $151K | 0.1% | +86.8% | 0.009% | |
4/30/2024 | Private Advisor Group LLC | 195,807 | $1.08M | 0.0% | +34.5% | 0.065% | |
4/30/2024 | Hartline Investment Corp | 25,214 | $139K | 0.0% | N/A | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 2,573,366 | $14.21M | 0.0% | +22.4% | 0.852% | |
4/25/2024 | Valeo Financial Advisors LLC | 31,197 | $166K | 0.0% | +112.2% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 322,665 | $1.78M | 0.0% | +7.6% | 0.107% | |
4/22/2024 | PFG Investments LLC | 73,418 | $405K | 0.0% | N/A | 0.024% | |
4/19/2024 | Accel Wealth Management | 295,814 | $1.63M | 0.7% | +3.5% | 0.098% | |
4/19/2024 | PCG Wealth Advisors LLC | 21,110 | $117K | 0.1% | -8.7% | 0.007% | |
4/15/2024 | Brookstone Capital Management | 53,853 | $297K | 0.0% | -4.3% | 0.018% | |
4/11/2024 | International Assets Investment Management LLC | 117,776 | $640K | 0.0% | +900.1% | 0.039% | |
4/4/2024 | Cullen Investment Group LTD. | 16,072 | $86K | 0.0% | N/A | 0.005% | |
3/27/2024 | Nomura Holdings Inc. | 27,900 | $142K | 0.0% | N/A | 0.009% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 64,907 | $330K | 0.0% | +26.0% | 0.022% | |
3/8/2024 | ICA Group Wealth Management LLC | 6,310 | $32K | 0.0% | N/A | 0.002% | |
2/26/2024 | Virtu Financial LLC | 66,424 | $337K | 0.0% | N/A | 0.022% | |
2/15/2024 | Cohen & Steers Inc. | 903,640 | $4.59M | 0.0% | +4.0% | 0.303% | |
2/14/2024 | Waterloo Capital L.P. | 31,294 | $159K | 0.0% | N/A | 0.011% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 5,350 | $27K | 0.0% | N/A | 0.002% | |
2/12/2024 | Scotia Capital Inc. | 441,763 | $2.24M | 0.0% | +5.3% | 0.148% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 158,405 | $805K | 0.0% | -22.0% | 0.053% | |
2/9/2024 | HCR Wealth Advisors | 75,353 | $383K | 0.1% | N/A | 0.025% | |
2/9/2024 | Philadelphia Trust Co. | 1,201,444 | $6.10M | 0.6% | -0.4% | 0.403% | |
2/8/2024 | Kingsview Wealth Management LLC | 27,756 | $141K | 0.0% | +9.8% | 0.009% | |
2/8/2024 | Meridian Wealth Management LLC | 17,549 | $89K | 0.0% | -48.7% | 0.006% | |
2/7/2024 | Avantax Advisory Services Inc. | 46,000 | $234K | 0.0% | N/A | 0.015% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 16,808 | $85K | 0.0% | +25.5% | 0.006% | |
2/7/2024 | Jump Financial LLC | 11,400 | $58K | 0.0% | N/A | 0.004% | |
2/7/2024 | Johnson Investment Counsel Inc. | 19,116 | $97K | 0.0% | +38.5% | 0.006% | |
2/7/2024 | Pecaut & CO. | 58,312 | $296K | 0.1% | -15.4% | 0.020% | |
2/7/2024 | Shaker Financial Services LLC | 480,414 | $2.44M | 1.0% | N/A | 0.161% | |
2/6/2024 | Valley Brook Capital Group Inc. | 48,836 | $248K | 0.2% | +10.1% | 0.016% | |
2/6/2024 | Great Valley Advisor Group Inc. | 47,168 | $240K | 0.0% | -17.6% | 0.016% | |
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2/5/2024 | Kestra Private Wealth Services LLC | 25,926 | $132K | 0.0% | -15.1% | 0.009% | |
2/5/2024 | Eagle Wealth Strategies LLC | 18,624 | $95K | 0.1% | N/A | 0.006% | |
2/5/2024 | Silver Oak Securities Incorporated | 78,741 | $400K | 0.1% | N/A | 0.026% | |
2/5/2024 | Magnus Financial Group LLC | 74,101 | $376K | 0.0% | +13.2% | 0.025% | |
2/2/2024 | Golden State Equity Partners | 115,489 | $587K | 0.1% | +2.0% | 0.039% | |
2/2/2024 | Atria Wealth Solutions Inc. | 118,592 | $602K | 0.0% | -9.8% | 0.040% | |
2/1/2024 | Wolverine Asset Management LLC | 206,750 | $1.05M | 0.0% | N/A | 0.069% | |
1/31/2024 | J.W. Cole Advisors Inc. | 19,675 | $100K | 0.0% | +90.9% | 0.007% | |
1/30/2024 | Flputnam Investment Management Co. | 16,698 | $85K | 0.0% | N/A | 0.006% | |
1/29/2024 | Valeo Financial Advisors LLC | 14,700 | $75K | 0.0% | N/A | 0.005% | |
1/26/2024 | Cerity Partners LLC | 14,979 | $76K | 0.0% | +21.4% | 0.005% | |
1/24/2024 | Stratos Wealth Partners LTD. | 108,803 | $553K | 0.0% | -8.7% | 0.037% | |
1/24/2024 | International Assets Investment Management LLC | 59,822 | $304K | 0.0% | N/A | 0.020% | |
1/18/2024 | Accel Wealth Management | 285,863 | $1.45M | 0.7% | -2.2% | 0.096% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 299,849 | $1.52M | 0.0% | +4.1% | 0.101% | |
1/16/2024 | CoreCap Advisors LLC | 13,491 | $69K | 0.0% | +26.9% | 0.005% | |
1/11/2024 | Brookstone Capital Management | 56,284 | $286K | 0.0% | +6.2% | 0.019% | |
1/5/2024 | Capital Investment Advisors LLC | 19,817 | $101K | 0.0% | N/A | 0.007% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 51,520 | $264K | 0.0% | +7.9% | 0.017% | |
11/15/2023 | Scotia Capital Inc. | 419,537 | $2.15M | 0.0% | +14.1% | 0.141% | |
11/13/2023 | LPL Financial LLC | 2,032,295 | $10.43M | 0.0% | -7.4% | 0.682% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 13,393 | $69K | 0.0% | N/A | 0.004% | |
11/9/2023 | UBS Group AG | 449,332 | $2.31M | 0.0% | +7.2% | 0.151% | |
11/8/2023 | Janney Montgomery Scott LLC | 87,593 | $449K | 0.0% | -3.6% | 0.029% | |
11/8/2023 | Atria Wealth Solutions Inc. | 131,511 | $675K | 0.0% | -27.0% | 0.044% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 10,121 | $52K | 0.0% | N/A | 0.003% | |
11/7/2023 | Kingsview Wealth Management LLC | 25,280 | $130K | 0.0% | N/A | 0.008% | |
11/7/2023 | Sound View Wealth Advisors Group LLC | 35,000 | $180K | 0.0% | N/A | 0.012% | |
11/7/2023 | Great Valley Advisor Group Inc. | 57,224 | $294K | 0.0% | +8.2% | 0.019% | |
11/4/2023 | NBC Securities Inc. | 35,266 | $180K | 0.0% | N/A | 0.012% | |
11/3/2023 | Private Advisor Group LLC | 143,982 | $738K | 0.0% | -4.7% | 0.048% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 125,160 | $642K | 0.0% | N/A | 0.042% | |
10/24/2023 | Stratos Wealth Partners LTD. | 119,111 | $611K | 0.0% | +2.9% | 0.040% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 288,004 | $1.48M | 0.0% | -1.4% | 0.097% | |
10/24/2023 | Raymond James & Associates | 211,094 | $1.08M | 0.0% | -15.5% | 0.071% | |
10/23/2023 | Commonwealth Equity Services LLC | 1,699,697 | $8.72M | 0.0% | +2.3% | 0.571% | |
10/20/2023 | Golden State Equity Partners | 113,270 | $581K | 0.2% | -3.1% | 0.038% | |
10/20/2023 | Accel Wealth Management | 292,391 | $1.50M | 0.8% | -2.5% | 0.098% | |
10/17/2023 | Meridian Wealth Management LLC | 34,210 | $175K | 0.0% | +104.9% | 0.011% | |
10/12/2023 | IFP Advisors Inc | 50,451 | $259K | 0.0% | N/A | 0.017% | |
10/11/2023 | AE Wealth Management LLC | 28,279 | $145K | 0.0% | +25.8% | 0.009% | |
10/10/2023 | Wealth Alliance Advisory Group LLC | 15,172 | $78K | 0.0% | N/A | 0.005% | |
8/10/2023 | Osaic Holdings Inc. | 459,463 | $2.66M | 0.0% | +1.7% | 0.154% | |
8/10/2023 | Gamco Investors INC. ET AL | 846,675 | $4.91M | 0.1% | -4.4% | 0.284% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,661,469 | $9.64M | 0.0% | +1.3% | 0.558% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 9,472 | $55K | 0.0% | N/A | 0.003% | |
8/10/2023 | Private Advisor Group LLC | 151,062 | $875K | 0.0% | +3.4% | 0.051% | |
8/10/2023 | Cetera Advisor Networks LLC | 500,549 | $2.90M | 0.0% | +40.2% | 0.168% | |
8/10/2023 | Cetera Investment Advisers | 107,058 | $621K | 0.0% | -21.7% | 0.036% | |
8/9/2023 | Pecaut & CO. | 67,170 | $390K | 0.2% | -15.4% | 0.023% | |
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8/8/2023 | Vantage Financial Partners LLC | 20,068 | $116K | 0.0% | +71.4% | 0.007% | |
8/8/2023 | Capital Square LLC | 18,747 | $109K | 0.1% | N/A | 0.006% | |
8/7/2023 | Philadelphia Trust Co. | 1,159,794 | $6.73M | 0.6% | -0.3% | 0.389% | |
8/3/2023 | Atria Wealth Solutions Inc. | 180,193 | $1.05M | 0.0% | -1.1% | 0.060% | |
8/3/2023 | Scotia Capital Inc. | 367,846 | $2.13M | 0.0% | +7.7% | 0.124% | |
8/1/2023 | Truist Financial Corp | 81,244 | $471K | 0.0% | -2.8% | 0.027% | |
7/31/2023 | LPL Financial LLC | 2,194,314 | $12.73M | 0.0% | +2.8% | 0.737% | |
7/31/2023 | Mutual Advisors LLC | 11,288 | $65K | 0.0% | N/A | 0.004% | |
7/28/2023 | Koshinski Asset Management Inc. | 21,908 | $127K | 0.0% | -50.0% | 0.007% | |
7/28/2023 | Calamos Wealth Management LLC | 10,812 | $63K | 0.0% | N/A | 0.004% | |