5/24/2024 | Cetera Advisors LLC | 31,835 | $4.08M | 0.0% | +5.6% | 0.214% | |
5/24/2024 | Cetera Investment Advisers | 44,681 | $5.72M | 0.0% | +1,066.6% | 0.300% | |
5/17/2024 | Comerica Bank | 33,745 | $4.32M | 0.0% | -0.3% | 0.226% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 7,245 | $928K | 0.0% | +13.8% | 0.049% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 2,544 | $326K | 0.0% | N/A | 0.017% | |
5/14/2024 | EP Wealth Advisors LLC | 16,088 | $2.06M | 0.0% | -1.8% | 0.108% | |
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5/10/2024 | Osaic Holdings Inc. | 63,159 | $8.09M | 0.0% | -1.3% | 0.424% | |
5/10/2024 | TIAA Trust National Association | 9,739 | $1.25M | 0.0% | -21.5% | 0.065% | |
5/10/2024 | Cooper Haims Advisors LLC | 2,297 | $294K | 0.2% | -12.5% | 0.015% | |
5/7/2024 | Concurrent Investment Advisors LLC | 2,976 | $381K | 0.0% | +46.6% | 0.020% | |
5/4/2024 | Essex LLC | 2,170 | $278K | 0.1% | -21.7% | 0.015% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 2,674 | $343K | 0.2% | -7.8% | 0.018% | |
5/2/2024 | Main Street Research LLC | 3,020 | $387K | 0.0% | -11.3% | 0.020% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,184 | $664K | 0.0% | +116.8% | 0.035% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 833 | $107K | 0.0% | -16.7% | 0.006% | |
4/30/2024 | Private Advisor Group LLC | 23,889 | $3.06M | 0.0% | -1.1% | 0.160% | |
4/30/2024 | SpiderRock Advisors LLC | 7,600 | $954K | 0.0% | N/A | 0.051% | |
4/29/2024 | Commonwealth Equity Services LLC | 124,279 | $15.92M | 0.0% | +2.0% | 0.834% | |
4/26/2024 | BLB&B Advisors LLC | 1,620 | $208K | 0.0% | N/A | 0.011% | |
4/26/2024 | UMB Bank n.a. | 892 | $114K | 0.0% | N/A | 0.006% | |
4/25/2024 | One Day In July LLC | 1,651 | $211K | 0.0% | N/A | 0.011% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 15,544 | $1.99M | 0.0% | -7.2% | 0.104% | |
4/23/2024 | Global Retirement Partners LLC | 1,349 | $173K | 0.0% | +20.2% | 0.009% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 2,247 | $288K | 0.0% | -3.7% | 0.015% | |
4/23/2024 | Fifth Third Bancorp | 358 | $46K | 0.0% | -60.0% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 49,216 | $6.30M | 0.0% | +0.9% | 0.330% | |
4/22/2024 | Cortland Associates Inc. MO | 6,723 | $861K | 0.1% | -3.4% | 0.045% | |
4/22/2024 | Raymond James & Associates | 35,558 | $4.56M | 0.0% | -0.8% | 0.239% | |
4/19/2024 | Westside Investment Management Inc. | 2,345 | $300K | 0.1% | +6.8% | 0.016% | |
4/17/2024 | Founders Financial Securities LLC | 6,873 | $880K | 0.1% | +4.0% | 0.046% | |
4/16/2024 | Trifecta Capital Advisors LLC | 1,370 | $175K | 0.0% | N/A | 0.009% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 39,873 | $5.11M | 0.0% | +11.0% | 0.268% | |
4/16/2024 | Arkansas Financial Group Inc. | 4,281 | $548K | 0.1% | +38.2% | 0.029% | |
4/15/2024 | Sunbelt Securities Inc. | 7,034 | $901K | 0.1% | -21.0% | 0.047% | |
4/11/2024 | GenWealth Group Inc. | 7,645 | $979K | 0.2% | -1.5% | 0.051% | |
4/10/2024 | Thomasville National Bank | 13,209 | $1.69M | 0.1% | -3.5% | 0.089% | |
4/9/2024 | Lowe Wealth Advisors LLC | 36,158 | $4.63M | 2.2% | -1.1% | 0.236% | |
4/5/2024 | CWM LLC | 2,782 | $356K | 0.0% | -6.4% | 0.018% | |
3/22/2024 | PNC Financial Services Group Inc. | 212,135 | $24.72M | 0.0% | +18.2% | 1.382% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,365 | $742K | 0.0% | -12.1% | 0.041% | |
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2/28/2024 | EP Wealth Advisors LLC | 16,391 | $1.91M | 0.0% | -3.6% | 0.107% | |
2/26/2024 | Centaurus Financial Inc. | 2,167 | $253K | 0.0% | -8.3% | 0.014% | |
2/23/2024 | Arkansas Financial Group Inc. | 3,097 | $361K | 0.1% | +6.0% | 0.020% | |
2/21/2024 | Garde Capital Inc. | 930 | $108K | 0.0% | N/A | 0.006% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 7,732 | $901K | 0.6% | N/A | 0.050% | |
2/16/2024 | Aspect Partners LLC | 2,342 | $273K | 0.2% | N/A | 0.015% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,671 | $1.48M | 0.0% | +1.6% | 0.083% | |
2/9/2024 | Advisory Services Network LLC | 1,518 | $177K | 0.0% | N/A | 0.010% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 16,754 | $1.95M | 0.0% | +7.1% | 0.109% | |
2/9/2024 | Wells Fargo & Company MN | 105,776 | $12.33M | 0.0% | +2.2% | 0.689% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 2,566 | $299K | 0.0% | +24.0% | 0.017% | |
2/9/2024 | UBS Group AG | 66,972 | $7.80M | 0.0% | -14.2% | 0.436% | |
2/9/2024 | PNC Financial Services Group Inc. | 212,135 | $24.72M | 0.0% | +18.2% | 1.382% | |
2/8/2024 | TrinityPoint Wealth LLC | 20,807 | $2.43M | 0.4% | -2.6% | 0.136% | |
2/8/2024 | NorthRock Partners LLC | 8,364 | $975K | 0.1% | -21.1% | 0.054% | |
2/8/2024 | First Heartland Consultants Inc. | 25,941 | $3.02M | 0.4% | +11.7% | 0.169% | |
2/8/2024 | Kingsview Wealth Management LLC | 2,255 | $263K | 0.0% | +10.8% | 0.015% | |
2/8/2024 | Beacon Pointe Advisors LLC | 2,052 | $239K | 0.0% | N/A | 0.013% | |
2/7/2024 | Principal Securities Inc. | 1,692 | $197K | 0.0% | N/A | 0.011% | |
2/6/2024 | Sovereign Financial Group Inc. | 4,182 | $487K | 0.1% | N/A | 0.027% | |
2/6/2024 | Great Valley Advisor Group Inc. | 7,024 | $819K | 0.0% | -49.4% | 0.046% | |
2/6/2024 | Mine & Arao Wealth Creation & Management LLC. | 11,281 | $1.32M | 0.7% | +0.9% | 0.073% | |
2/5/2024 | Savant Capital LLC | 165,085 | $19.24M | 0.2% | +1.4% | 1.075% | |
2/5/2024 | Kestra Private Wealth Services LLC | 4,995 | $582K | 0.0% | -4.3% | 0.033% | |
2/2/2024 | Truist Financial Corp | 17,767 | $2.07M | 0.0% | -1.9% | 0.116% | |
2/1/2024 | Larson Financial Group LLC | 3,540 | $412K | 0.0% | -17.3% | 0.023% | |
2/1/2024 | North Star Asset Management Inc. | 1,800 | $210K | 0.0% | N/A | 0.012% | |
2/1/2024 | Sigma Planning Corp | 7,512 | $875K | 0.1% | -43.5% | 0.049% | |
1/31/2024 | J.W. Cole Advisors Inc. | 4,604 | $537K | 0.0% | -16.8% | 0.030% | |
1/31/2024 | Gray Wealth Management Inc. | 1,866 | $217K | 0.1% | N/A | 0.012% | |
1/30/2024 | Main Street Research LLC | 3,404 | $397K | 0.0% | N/A | 0.022% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 1,000 | $117K | 0.0% | N/A | 0.007% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 8,979 | $1.05M | 0.0% | -1.6% | 0.058% | |
1/25/2024 | Vahanian & Associates Financial Planning Inc. | 2,595 | $302K | 1.2% | -28.8% | 0.017% | |
1/24/2024 | Stratos Wealth Advisors LLC | 6,806 | $793K | 0.0% | +82.2% | 0.044% | |
1/23/2024 | Washburn Capital Management Inc. | 5,947 | $693K | 0.5% | -2.4% | 0.039% | |
1/23/2024 | TIAA Trust National Association | 12,407 | $1.45M | 0.0% | -1.9% | 0.081% | |
1/19/2024 | Fifth Third Bancorp | 896 | $104K | 0.0% | +66.5% | 0.006% | |
1/18/2024 | Ballew Advisors Inc | 4,865 | $565K | 0.4% | -21.6% | 0.032% | |
1/18/2024 | Ritholtz Wealth Management | 14,817 | $1.73M | 0.1% | -1.8% | 0.097% | |
1/18/2024 | Planned Solutions Inc. | 2,106 | $245K | 0.1% | N/A | 0.014% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 48,769 | $5.68M | 0.0% | +28.9% | 0.318% | |
1/16/2024 | Raymond James & Associates | 35,859 | $4.18M | 0.0% | +9.3% | 0.234% | |
1/16/2024 | MTM Investment Management LLC | 270 | $31K | 0.0% | -36.6% | 0.002% | |
1/16/2024 | Wealthstar Advisors LLC | 3,129 | $365K | 0.1% | +59.6% | 0.020% | |
1/12/2024 | Mutual Advisors LLC | 7,905 | $921K | 0.0% | -13.5% | 0.051% | |
1/11/2024 | GenWealth Group Inc. | 7,764 | $905K | 0.3% | -5.6% | 0.051% | |
1/11/2024 | Thomasville National Bank | 13,686 | $1.60M | 0.1% | -3.0% | 0.089% | |
1/11/2024 | Raymond James Trust N.A. | 4,380 | $510K | 0.0% | -24.1% | 0.029% | |
1/5/2024 | Lowe Wealth Advisors LLC | 36,576 | $4.26M | 2.1% | -1.5% | 0.238% | |
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1/2/2024 | Anchor Investment Management LLC | 257 | $30K | 0.0% | N/A | 0.002% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 7,245 | $760K | 0.0% | -10.0% | 0.047% | |
11/24/2023 | EP Wealth Advisors LLC | 17,006 | $1.78M | 0.0% | -69.1% | 0.111% | |
11/16/2023 | Westside Investment Management Inc. | 2,195 | $229K | 0.1% | +148.0% | 0.014% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 2,220 | $232K | 0.0% | N/A | 0.014% | |
11/15/2023 | Lido Advisors LLC | 5,688 | $594K | 0.0% | N/A | 0.037% | |
11/14/2023 | Mutual Advisors LLC | 9,143 | $955K | 0.0% | -1.2% | 0.060% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 516 | $54K | 0.0% | N/A | 0.003% | |
11/13/2023 | Stifel Financial Corp | 23,585 | $2.46M | 0.0% | -1.1% | 0.154% | |
11/13/2023 | LPL Financial LLC | 307,040 | $32.08M | 0.0% | +2.6% | 2.000% | |