5/15/2024 | Wick Capital Partners LLC | 78,203 | $3.61M | 3.6% | -11.6% | 0.592% | |
5/10/2024 | Wintrust Investments LLC | 52,960 | $2.45M | 0.2% | +28.2% | 0.401% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,283 | $844K | 0.0% | N/A | 0.139% | |
5/4/2024 | Geneos Wealth Management Inc. | 42,944 | $1.98M | 0.1% | +18.9% | 0.326% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,083 | $604K | 0.0% | +41.9% | 0.099% | |
4/30/2024 | Private Advisor Group LLC | 18,599 | $859K | 0.0% | -32.0% | 0.141% | |
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4/25/2024 | Fielder Capital Group LLC | 13,409 | $619K | 0.3% | -7.1% | 0.102% | |
4/23/2024 | Lunt Capital Management Inc. | 14,174 | $655K | 0.3% | -9.0% | 0.108% | |
4/22/2024 | Confluence Wealth Services Inc. | 5,007 | $231K | 0.0% | N/A | 0.038% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 4,399 | $203K | 0.0% | N/A | 0.028% | |
4/15/2024 | Davis Investment Partners LLC | 38,129 | $1.72M | 0.8% | -6.6% | 0.247% | |
3/22/2024 | PNC Financial Services Group Inc. | 210,848 | $9.30M | 0.0% | -6.4% | 1.365% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,474 | $65K | 0.0% | -84.7% | 0.010% | |
2/12/2024 | Brown Brothers Harriman & Co. | 2,500 | $110K | 0.0% | N/A | 0.016% | |
2/12/2024 | Dodds Wealth LLC | 5,093 | $225K | 0.1% | N/A | 0.033% | |
2/12/2024 | Stifel Financial Corp | 3,899,283 | $171.96M | 0.2% | -3.4% | 25.238% | |
2/9/2024 | Thoroughbred Financial Services LLC | 5,831 | $257K | 0.0% | -9.3% | 0.038% | |
2/9/2024 | UBS Group AG | 155,651 | $6.86M | 0.0% | -10.1% | 1.007% | |
2/9/2024 | PNC Financial Services Group Inc. | 210,848 | $9.30M | 0.0% | -6.4% | 1.365% | |
2/8/2024 | Empire Life Investments Inc. | 19,000 | $838K | 0.1% | -43.5% | 0.123% | |
2/6/2024 | Fielder Capital Group LLC | 14,428 | $636K | 0.4% | N/A | 0.093% | |
2/6/2024 | Private Advisor Group LLC | 27,348 | $1.21M | 0.0% | -39.5% | 0.177% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 6,231 | $275K | 0.1% | N/A | 0.040% | |
2/2/2024 | Atria Wealth Solutions Inc. | 37,493 | $1.65M | 0.0% | +3.4% | 0.243% | |
2/2/2024 | Capital Advisors Ltd. LLC | 46,694 | $2.06M | 0.3% | +1.0% | 0.302% | |
1/31/2024 | SFE Investment Counsel | 34,944 | $1.54M | 0.4% | -5.6% | 0.226% | |
1/30/2024 | Lunt Capital Management Inc. | 15,575 | $687K | 0.4% | N/A | 0.101% | |
1/26/2024 | Geneos Wealth Management Inc. | 36,124 | $1.59M | 0.1% | +13.3% | 0.234% | |
1/24/2024 | Allworth Financial LP | 1,400 | $62K | 0.0% | N/A | 0.009% | |
1/12/2024 | Davis Investment Partners LLC | 40,827 | $1.76M | 0.9% | -5.8% | 0.264% | |
11/14/2023 | Tower Research Capital LLC TRC | 9,621 | $384K | 0.0% | +56.3% | 0.062% | |
11/13/2023 | Stifel Financial Corp | 4,034,731 | $160.91M | 0.2% | -2.0% | 26.115% | |
11/13/2023 | LPL Financial LLC | 224,523 | $8.95M | 0.0% | -0.6% | 1.453% | |
11/13/2023 | PNC Financial Services Group Inc. | 225,259 | $8.98M | 0.0% | -5.0% | 1.458% | |
11/9/2023 | Blair William & Co. IL | 982 | $39K | 0.0% | -60.5% | 0.006% | |
11/9/2023 | UBS Group AG | 173,097 | $6.90M | 0.0% | +23.4% | 1.120% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,873 | $75K | 0.0% | N/A | 0.012% | |
11/8/2023 | Atria Wealth Solutions Inc. | 36,243 | $1.45M | 0.0% | +7.3% | 0.235% | |
11/3/2023 | Private Advisor Group LLC | 45,237 | $1.80M | 0.0% | -68.2% | 0.293% | |
11/1/2023 | Reliant Wealth Planning | 327,684 | $13.07M | 6.9% | N/A | 2.121% | |
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10/27/2023 | Capital Advisors Ltd. LLC | 46,244 | $1.84M | 0.3% | -5.2% | 0.299% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 1,056 | $42K | 0.0% | -39.9% | 0.007% | |
10/25/2023 | SFE Investment Counsel | 37,027 | $1.48M | 0.4% | +20.1% | 0.240% | |
10/24/2023 | Raymond James & Associates | 10,545 | $421K | 0.0% | -5.9% | 0.068% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,938 | $556K | 0.0% | N/A | 0.090% | |
10/23/2023 | Commonwealth Equity Services LLC | 26,441 | $1.05M | 0.0% | +6.0% | 0.171% | |
10/16/2023 | Rothschild Investment LLC IL | 16,399 | $654K | 0.1% | -6.2% | 0.106% | |
10/11/2023 | Geneos Wealth Management Inc. | 31,878 | $1.27M | 0.1% | +7.1% | 0.206% | |
9/7/2023 | Strategic Financial Concepts LLC | 16,665 | $697K | 0.3% | -1.4% | 0.108% | |
8/11/2023 | Wick Capital Partners LLC | 215,804 | $9.03M | 5.3% | -5.5% | 1.397% | |
8/11/2023 | PNC Financial Services Group Inc. | 237,235 | $9.93M | 0.0% | -27.8% | 1.536% | |
8/10/2023 | Private Advisor Group LLC | 142,067 | $5.94M | 0.1% | -5.8% | 0.920% | |
8/10/2023 | Wintrust Investments LLC | 17,400 | $728K | 0.1% | +1.5% | 0.113% | |
8/10/2023 | AlphaCore Capital LLC | 14,043 | $588K | 0.1% | -26.5% | 0.091% | |
8/8/2023 | Geneos Wealth Management Inc. | 29,754 | $1.25M | 0.1% | +8.0% | 0.193% | |
8/7/2023 | Ulrich Consultants & Investment Group LLC | 27,190 | $1.14M | 2.7% | -19.6% | 0.189% | |
8/3/2023 | Atria Wealth Solutions Inc. | 33,771 | $1.41M | 0.0% | +21.1% | 0.235% | |
8/2/2023 | Bank of Montreal Can | 636 | $27K | 0.0% | N/A | 0.004% | |
7/31/2023 | LPL Financial LLC | 225,893 | $9.45M | 0.0% | -21.4% | 1.571% | |
7/28/2023 | First Republic Investment Management Inc. | 5,151 | $216K | 0.0% | -7.0% | 0.036% | |
7/25/2023 | Raymond James & Associates | 11,208 | $469K | 0.0% | -33.7% | 0.078% | |
7/14/2023 | Bartlett & Co. LLC | 1,000 | $42K | 0.0% | N/A | 0.007% | |
5/12/2023 | Stifel Financial Corp | 4,200,332 | $172.59M | 0.2% | +0.3% | 27.946% | |
5/12/2023 | AlphaCore Capital LLC | 19,097 | $785K | 0.2% | -8.9% | 0.127% | |
5/11/2023 | Shepherd Kaplan Krochuk LLC | 7,944 | $326K | 0.3% | -16.6% | 0.053% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 7,135 | $293K | 0.0% | -87.8% | 0.047% | |
5/10/2023 | Private Advisor Group LLC | 150,745 | $6.19M | 0.1% | N/A | 1.003% | |
5/10/2023 | LPL Financial LLC | 287,541 | $11.82M | 0.0% | +2.2% | 1.913% | |
5/9/2023 | Wintrust Investments LLC | 17,150 | $705K | 0.1% | +19.5% | 0.114% | |
5/9/2023 | Tower Research Capital LLC TRC | 20,234 | $832K | 0.0% | N/A | 0.135% | |
5/9/2023 | SFE Investment Counsel | 30,792 | $1.23M | 0.4% | -2.2% | 0.205% | |
5/8/2023 | Empire Life Investments Inc. | 22,900 | $941K | 0.1% | +97.4% | 0.152% | |
4/28/2023 | Janney Montgomery Scott LLC | 11,892 | $489K | 0.0% | +22.8% | 0.079% | |
4/27/2023 | Ulrich Consultants & Investment Group LLC | 33,808 | $1.39M | 2.9% | -1.6% | 0.225% | |
4/25/2023 | Geneos Wealth Management Inc. | 27,554 | $1.13M | 0.1% | +6.6% | 0.183% | |
4/18/2023 | Activest Wealth Management | 1,636 | $66K | 0.0% | -95.5% | 0.011% | |
2/15/2023 | AlphaCore Capital LLC | 20,958 | $842K | 0.3% | N/A | 0.139% | |
2/14/2023 | Davis Investment Partners LLC | 43,320 | $1.89M | 1.0% | N/A | 0.288% | |
2/13/2023 | Black Swift Group LLC | 197,532 | $7.94M | 3.2% | +7.1% | 1.314% | |
2/13/2023 | Atria Wealth Solutions Inc. | 27,881 | $1.12M | 0.0% | +50.8% | 0.186% | |
2/13/2023 | Wintrust Investments LLC | 14,350 | $577K | 0.1% | +5.1% | 0.095% | |
2/10/2023 | CoreCap Advisors LLC | 2,700 | $108K | 0.0% | N/A | 0.018% | |
2/10/2023 | PNC Financial Services Group Inc. | 317,955 | $12.78M | 0.0% | -2.5% | 2.115% | |
2/10/2023 | SFE Investment Counsel | 31,494 | $1.31M | 0.4% | +1.2% | 0.210% | |
2/9/2023 | HighTower Advisors LLC | 8,231 | $331K | 0.0% | +50.5% | 0.055% | |
2/8/2023 | Raymond James & Associates | 16,712 | $671K | 0.0% | +4.2% | 0.111% | |
2/8/2023 | Belpointe Asset Management LLC | 1,535 | $62K | 0.0% | N/A | 0.010% | |
2/8/2023 | UBS Group AG | 245,508 | $9.87M | 0.0% | +7.8% | 1.633% | |
2/7/2023 | Capital Advisors Ltd. LLC | 48,741 | $1.96M | 0.3% | +3.3% | 0.324% | |
2/7/2023 | Commonwealth Equity Services LLC | 24,170 | $971K | 0.0% | +7.9% | 0.161% | |
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2/7/2023 | LPL Financial LLC | 281,244 | $11.30M | 0.0% | +4.5% | 1.871% | |
2/7/2023 | Envestnet Asset Management Inc. | 25,957 | $1.04M | 0.0% | -19.0% | 0.173% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 698 | $28K | 0.0% | N/A | 0.005% | |
2/3/2023 | Spire Wealth Management | 1,216 | $49K | 0.0% | N/A | 0.008% | |
2/1/2023 | Janney Montgomery Scott LLC | 9,684 | $389K | 0.0% | -25.9% | 0.064% | |
1/31/2023 | Geneos Wealth Management Inc. | 25,845 | $1.04M | 0.1% | +10.9% | 0.172% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 1,756 | $71K | 0.0% | N/A | 0.012% | |
1/20/2023 | MJP Associates Inc. ADV | 13,151 | $528K | 0.2% | N/A | 0.088% | |
1/19/2023 | Rothschild Investment Corp IL | 17,446 | $701K | 0.1% | -5.2% | 0.117% | |
1/18/2023 | Private Advisor Group LLC | 138,655 | $5.57M | 0.0% | -10.1% | 0.934% | |