3/8/2024 | ICA Group Wealth Management LLC | 620 | $30K | 0.0% | N/A | 0.040% | |
2/14/2024 | Retirement Capital Strategies | 4,127 | $203K | 0.1% | N/A | 0.266% | |
2/6/2024 | Private Advisor Group LLC | 7,422 | $365K | 0.0% | +11.2% | 0.479% | |
2/2/2024 | Spinnaker Trust | 7,405 | $364K | 0.0% | -9.9% | 0.478% | |
1/31/2024 | Opes Wealth Management LLC | 12,725 | $626K | 0.2% | -1.8% | 0.821% | |
1/26/2024 | Charter Oak Capital Management LLC | 108,164 | $5.32M | 0.6% | -20.9% | 6.978% | |
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1/25/2024 | International Assets Investment Management LLC | 31,677 | $1.56M | 0.0% | N/A | 2.044% | |
1/24/2024 | International Assets Investment Management LLC | 31,677 | $1.56M | 0.0% | N/A | 2.044% | |
1/12/2024 | My Legacy Advisors LLC | 6,879 | $340K | 0.1% | -17.2% | 0.444% | |
1/12/2024 | Choice Wealth Advisors LLC | 4,287 | $211K | 0.1% | N/A | 0.277% | |
11/14/2023 | Synovus Financial Corp | 4,853 | $214K | 0.0% | -59.2% | 0.313% | |
11/13/2023 | LPL Financial LLC | 125,094 | $5.53M | 0.0% | +3.5% | 8.071% | |
11/8/2023 | Spinnaker Trust | 8,220 | $363K | 0.0% | -5.7% | 0.530% | |
11/4/2023 | NBC Securities Inc. | 1,000 | $44K | 0.0% | N/A | 0.065% | |
10/24/2023 | Bouchey Financial Group Ltd | 4,635 | $205K | 0.0% | N/A | 0.299% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 23,557 | $1.04M | 0.0% | -20.5% | 1.520% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,443 | $417K | 0.0% | -4.8% | 0.609% | |
10/20/2023 | My Legacy Advisors LLC | 8,309 | $366K | 0.1% | +16.1% | 0.536% | |
10/5/2023 | Charter Oak Capital Management LLC | 136,738 | $6.04M | 0.8% | -2.4% | 8.822% | |
8/11/2023 | Richard Bernstein Advisors LLC | 12,793 | $588K | 0.0% | -24.6% | 0.825% | |
8/10/2023 | Private Advisor Group LLC | 6,618 | $313K | 0.0% | +25.3% | 0.427% | |
8/10/2023 | Cetera Investment Advisers | 43,184 | $1.98M | 0.0% | +32.6% | 2.786% | |
7/31/2023 | LPL Financial LLC | 120,824 | $5.55M | 0.0% | +0.4% | 7.795% | |
7/20/2023 | Charter Oak Capital Management LLC | 140,094 | $6.43M | 0.8% | -4.5% | 8.756% | |
7/18/2023 | Stratos Wealth Partners LTD. | 5,340 | $245K | 0.0% | +4.4% | 0.334% | |
5/12/2023 | Richard Bernstein Advisors LLC | 16,966 | $731K | 0.0% | -2.6% | 1.060% | |
5/11/2023 | Financial Advocates Investment Management | 15,817 | $682K | 0.0% | +3.0% | 0.989% | |
5/10/2023 | LPL Financial LLC | 120,359 | $5.19M | 0.0% | +10.7% | 7.522% | |
5/2/2023 | Opes Wealth Management LLC | 12,720 | $548K | 0.2% | +37.9% | 0.795% | |
4/19/2023 | Charter Oak Capital Management LLC | 146,746 | $6.33M | 0.9% | -0.5% | 9.172% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 3,479 | $150K | 0.0% | N/A | 0.217% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 29,638 | $1.28M | 0.0% | -16.1% | 1.876% | |
4/11/2023 | My Legacy Advisors LLC | 7,227 | $311K | 0.1% | +11.8% | 0.457% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 35,322 | $1.45M | 0.0% | -1.0% | 2.236% | |
2/7/2023 | Commonwealth Equity Services LLC | 12,821 | $526K | 0.0% | +7.6% | 0.811% | |
2/7/2023 | LPL Financial LLC | 108,718 | $4.47M | 0.0% | +7.1% | 6.881% | |
2/7/2023 | IFP Advisors Inc | 19,465 | $1.48M | 0.0% | -8.4% | 1.232% | |
2/2/2023 | Institute for Wealth Management LLC. | 5,019 | $206K | 0.0% | N/A | 0.318% | |
2/2/2023 | Raymond James Trust N.A. | 16,235 | $667K | 0.0% | -2.7% | 1.028% | |
2/2/2023 | Spinnaker Trust | 8,919 | $366K | 0.0% | -5.3% | 0.564% | |
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2/1/2023 | Great Valley Advisor Group Inc. | 10,045 | $413K | 0.0% | N/A | 0.636% | |
1/20/2023 | Charter Oak Capital Management LLC | 147,556 | $6.06M | 0.9% | -1.0% | 9.339% | |
12/6/2022 | Charter Oak Capital Management LLC | 149,120 | $5.70M | 0.9% | -24.7% | 9.038% | |
11/15/2022 | Financial Advocates Investment Management | 15,228 | $582K | 0.0% | +98.4% | 0.923% | |
11/2/2022 | CFS Investment Advisory Services LLC | 5,373 | $205K | 0.0% | +8.0% | 0.326% | |
10/28/2022 | Spinnaker Trust | 9,417 | $360K | 0.0% | -12.9% | 0.571% | |
10/27/2022 | Synovus Financial Corp | 11,774 | $451K | 0.0% | -14.2% | 0.714% | |
10/17/2022 | My Legacy Advisors LLC | 6,616 | $255K | 0.1% | +4.2% | 0.401% | |
8/16/2022 | CFS Investment Advisory Services LLC | 4,974 | $203K | 0.0% | -98.7% | 0.305% | |
8/12/2022 | Financial Advocates Investment Management | 7,675 | $313K | 0.0% | +78.1% | 0.471% | |
8/11/2022 | Cetera Investment Advisers | 33,053 | $1.35M | 0.0% | +1.4% | 2.028% | |
8/2/2022 | Richard Bernstein Advisors LLC | 16,513 | $673K | 0.0% | +170.5% | 1.013% | |
7/21/2022 | Charter Oak Capital Management LLC | 198,061 | $8.07M | 1.1% | N/A | 12.151% | |
7/19/2022 | GPS Wealth Strategies Group LLC | 6,151 | $251K | 0.1% | -45.0% | 0.377% | |
7/12/2022 | My Legacy Advisors LLC | 6,348 | $264K | 0.1% | N/A | 0.389% | |
5/24/2022 | M Holdings Securities Inc. | 35,850 | $1.73M | 0.1% | N/A | 2.241% | |
5/12/2022 | Richard Bernstein Advisors LLC | 6,105 | $295K | 0.0% | N/A | 0.382% | |
5/11/2022 | Financial Advocates Investment Management | 4,310 | $208K | 0.0% | N/A | 0.269% | |
5/5/2022 | Opes Wealth Management LLC | 8,950 | $432K | 0.1% | +5.0% | 0.559% | |
5/4/2022 | Commonwealth Equity Services LLC | 11,792 | $569K | 0.0% | -2.7% | 0.737% | |
5/2/2022 | HNP Capital LLC | 5,531 | $267K | 0.0% | N/A | 0.346% | |
5/2/2022 | Spinnaker Trust | 10,809 | $522K | 0.0% | -3.3% | 0.676% | |
4/26/2022 | Kestra Advisory Services LLC | 5,778 | $279K | 0.0% | N/A | 0.361% | |
4/21/2022 | Redhawk Wealth Advisors Inc. | 7,953 | $384K | 0.1% | -13.8% | 0.382% | |
4/20/2022 | GPS Wealth Strategies Group LLC | 11,183 | $540K | 0.1% | +25.5% | 0.538% | |
4/12/2022 | Choice Wealth Advisors LLC | 9,119 | $433K | 0.3% | -98.2% | 0.438% | |
2/22/2022 | Tyler Stone Wealth Management | 600 | $31K | 0.0% | N/A | 0.029% | |
2/15/2022 | CFS Investment Advisory Services LLC | 7,884 | $359K | 0.0% | -3.0% | 0.379% | |
2/15/2022 | Cetera Investment Advisers | 31,819 | $1.63M | 0.0% | +6.3% | 1.530% | |
2/15/2022 | Choice Wealth Advisors LLC | 494,957 | $25.38M | 18.7% | +4.3% | 23.796% | |
2/14/2022 | LPL Financial LLC | 106,116 | $5.44M | 0.0% | +53.3% | 5.102% | |
2/9/2022 | Charter Oak Capital Management LLC | 202,372 | $10.38M | 1.2% | -2.6% | 9.729% | |
2/9/2022 | First Republic Investment Management Inc. | 7,575 | $388K | 0.0% | N/A | 0.364% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 35,139 | $1.80M | 0.0% | +475.0% | 1.689% | |
2/8/2022 | Capital Advisors Ltd. LLC | 4,188 | $215K | 0.0% | -18.1% | 0.201% | |
1/31/2022 | Opes Wealth Management LLC | 8,525 | $437K | 0.1% | +12.5% | 0.410% | |
1/31/2022 | Spinnaker Trust | 11,182 | $573K | 0.0% | -3.2% | 0.538% | |
1/31/2022 | Commonwealth Equity Services LLC | 12,115 | $621K | 0.0% | -3.0% | 0.582% | |
11/19/2021 | CFS Investment Advisory Services LLC | 8,131 | $312K | 0.0% | N/A | 0.397% | |
11/16/2021 | Cetera Investment Advisers | 29,942 | $1.40M | 0.0% | +33.7% | 1.497% | |
11/16/2021 | LPL Financial LLC | 69,203 | $3.24M | 0.0% | +13.2% | 3.460% | |
11/8/2021 | Charter Oak Capital Management LLC | 207,857 | $9.72M | 1.2% | -1.5% | 10.393% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 6,111 | $286K | 0.0% | +10.6% | 0.306% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 9,298 | $435K | 0.0% | -68.1% | 0.465% | |
10/29/2021 | Commonwealth Equity Services LLC | 12,492 | $583K | 0.0% | -5.3% | 0.625% | |
10/29/2021 | Opes Wealth Management LLC | 7,580 | $354K | 0.1% | N/A | 0.379% | |
10/20/2021 | GPS Wealth Strategies Group LLC | 8,909 | $416K | 0.1% | +134.9% | 0.445% | |
10/13/2021 | Choice Wealth Advisors LLC | 474,477 | $22.18M | 18.0% | -0.6% | 23.724% | |
8/16/2021 | Royal Bank of Canada | 24,505 | $1.15M | 0.0% | -6.4% | 1.225% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 1,500 | $70K | 0.0% | -45.4% | 0.075% | |
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8/13/2021 | LPL Financial LLC | 61,153 | $2.86M | 0.0% | +13.0% | 3.058% | |
8/11/2021 | Commonwealth Equity Services LLC | 13,187 | $616K | 0.0% | +3.0% | 0.659% | |
8/11/2021 | Susquehanna International Group LLP | 20,512 | $960K | 0.0% | +23.1% | 1.026% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 29,157 | $1.36M | 0.0% | +21.5% | 1.458% | |
8/4/2021 | Redhawk Wealth Advisors Inc. | 8,096 | $379K | 0.1% | +19.9% | 0.405% | |
7/31/2021 | GPS Wealth Strategies Group LLC | 3,792 | $177K | 0.0% | +98.0% | 0.190% | |
5/17/2021 | Royal Bank of Canada | 26,168 | $1.15M | 0.0% | +36.6% | 1.289% | |
5/17/2021 | Thrivent Financial for Lutherans | 23,904 | $1.05M | 0.0% | -30.6% | 1.178% | |
5/11/2021 | Synovus Financial Corp | 13,553 | $594K | 0.0% | -13.3% | 0.668% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 23,997 | $1.05M | 0.0% | N/A | 1.182% | |