11/4/2024 | Advantage Trust Co | 8,253 | $265K | 0.2% | +12.7% | 0.010% | |
11/2/2024 | Covestor Ltd | 1,556 | $50K | 0.0% | -27.3% | 0.002% | |
11/1/2024 | Equitable Trust Co. | 17,439 | $561K | 0.0% | +36.9% | 0.022% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 15,548 | $500K | 0.0% | +4.4% | 0.019% | |
10/24/2024 | Arkadios Wealth Advisors | 14,677 | $472K | 0.0% | N/A | 0.018% | |
10/22/2024 | SOL Capital Management CO | 269,982 | $8.68M | 1.0% | -0.2% | 0.335% | |
|
10/17/2024 | AlphaMark Advisors LLC | 2,700 | $87K | 0.0% | +35.0% | 0.003% | |
10/15/2024 | NBC Securities Inc. | 2,711 | $87K | 0.0% | -22.5% | 0.003% | |
10/11/2024 | Fiduciary Alliance LLC | 271,570 | $8.73M | 1.2% | +18.5% | 0.332% | |
10/8/2024 | Park Place Capital Corp | 2,000 | $64K | 0.0% | N/A | 0.002% | |
8/13/2024 | Transatlantique Private Wealth LLC | 7,388 | $228K | 0.1% | N/A | 0.008% | |
8/7/2024 | Wedbush Securities Inc. | 18,398 | $568K | 0.0% | +5.7% | 0.021% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,099 | $65K | 0.0% | N/A | 0.002% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 3,169 | $98K | 0.0% | N/A | 0.004% | |
8/5/2024 | Sterling Investment Advisors Ltd. | 93,295 | $2.88M | 0.8% | +28.7% | 0.107% | |
8/1/2024 | Crestwood Advisors Group LLC | 83,335 | $2.57M | 0.1% | -0.7% | 0.095% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 156,515 | $4.83M | 0.0% | +13.8% | 0.179% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 54,545 | $1.68M | 0.2% | +16.0% | 0.062% | |
7/23/2024 | SOL Capital Management CO | 270,437 | $8.34M | 1.0% | -1.1% | 0.308% | |
7/17/2024 | Archford Capital Strategies LLC | 23,595 | $728K | 0.1% | +30.6% | 0.027% | |
7/17/2024 | AlphaMark Advisors LLC | 2,000 | $62K | 0.0% | +42.9% | 0.002% | |
7/12/2024 | Avondale Wealth Management | 815 | $25K | 0.0% | N/A | 0.001% | |
7/11/2024 | Strategic Advocates LLC | 11,850 | $366K | 0.1% | N/A | 0.014% | |
7/10/2024 | Fiduciary Alliance LLC | 229,254 | $7.06M | 1.1% | +1.3% | 0.262% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 8,625 | $266K | 0.0% | +4.9% | 0.010% | |
5/29/2024 | Pathway Financial Advisers LLC | 922 | $29K | 0.0% | N/A | 0.001% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 11,400 | $363K | 0.0% | +9.6% | 0.013% | |
5/17/2024 | Comerica Bank | 5,699 | $181K | 0.0% | -57.1% | 0.007% | |
5/1/2024 | Janney Montgomery Scott LLC | 21,098 | $671K | 0.0% | +51.3% | 0.024% | |
5/1/2024 | BNP Paribas Financial Markets | 64,434 | $2.05M | 0.0% | +46.7% | 0.074% | |
4/25/2024 | Triumph Capital Management | 10,295 | $326K | 0.1% | +12.3% | 0.012% | |
4/25/2024 | L.M. Kohn & Company | 10,634 | $338K | 0.1% | N/A | 0.012% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 137,541 | $4.38M | 0.0% | -10.4% | 0.157% | |
4/24/2024 | Lattice Capital Management LLC | 6,450 | $205K | 0.0% | N/A | 0.007% | |
4/24/2024 | SOL Capital Management CO | 273,413 | $8.70M | 1.1% | +1.1% | 0.310% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 6,591 | $210K | 0.0% | -36.9% | 0.007% | |
4/17/2024 | Fiduciary Alliance LLC | 226,210 | $7.16M | 1.3% | +3.1% | 0.255% | |
4/17/2024 | Richardson Capital Management LLC | 1,680 | $53K | 0.0% | N/A | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 8,225 | $262K | 0.0% | -5.7% | 0.009% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,599 | $51K | 0.0% | +737.2% | 0.002% | |
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4/5/2024 | NBC Securities Inc. | 2,017 | $64K | 0.0% | +706.8% | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 716,550 | $20.42M | 0.0% | +9.0% | 0.867% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,444 | $298K | 0.0% | -28.6% | 0.013% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 153,553 | $4.38M | 0.0% | +3.8% | 0.186% | |
2/7/2024 | One Capital Management LLC | 8,345 | $238K | 0.0% | -94.3% | 0.010% | |
2/7/2024 | BNP Paribas Financial Markets | 43,922 | $1.25M | 0.0% | +411.0% | 0.053% | |
2/7/2024 | Advantage Trust Co | 2,680 | $76K | 0.1% | N/A | 0.003% | |
2/6/2024 | Fisher Asset Management LLC | 718,079 | $20.47M | 0.0% | +9.2% | 0.869% | |
2/5/2024 | Triumph Capital Management | 9,171 | $261K | 0.1% | -14.7% | 0.011% | |
1/29/2024 | Crestwood Advisors Group LLC | 78,759 | $2.25M | 0.1% | +5.6% | 0.095% | |
1/25/2024 | SOL Capital Management CO | 270,570 | $7.71M | 1.0% | -5.7% | 0.330% | |
1/25/2024 | Price Capital Management Inc. | 794,780 | $22.65M | 10.0% | N/A | 0.969% | |
1/24/2024 | Financial Freedom LLC | 2,099 | $60K | 0.0% | +20.4% | 0.003% | |
1/23/2024 | Coston McIsaac & Partners | 944 | $26K | 0.0% | +74.2% | 0.001% | |
1/19/2024 | AlphaMark Advisors LLC | 1,325 | $38K | 0.0% | +165.0% | 0.002% | |
1/17/2024 | Fiduciary Alliance LLC | 219,491 | $6.26M | 1.2% | +26.9% | 0.267% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 8,725 | $249K | 0.0% | N/A | 0.011% | |
1/12/2024 | Archford Capital Strategies LLC | 18,119 | $516K | 0.1% | +14.5% | 0.021% | |
1/12/2024 | Fortitude Family Office LLC | 2,585 | $74K | 0.1% | N/A | 0.003% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 11,982 | $341K | 0.0% | +41.4% | 0.014% | |
12/11/2023 | Headinvest LLC | 1,000 | $25K | 0.0% | N/A | 0.001% | |
11/15/2023 | Ramirez Asset Management Inc. | 1,200 | $30K | 0.0% | N/A | 0.001% | |
11/15/2023 | Crestwood Advisors Group LLC | 74,581 | $1.84M | 0.0% | N/A | 0.089% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 77,899 | $1.93M | 0.0% | +5.5% | 0.093% | |
11/9/2023 | One Capital Management LLC | 146,980 | $3.63M | 0.2% | +276.8% | 0.176% | |
11/6/2023 | Sterling Investment Advisors Ltd. | 15,190 | $375K | 0.1% | N/A | 0.018% | |
11/6/2023 | Financial Freedom LLC | 1,743 | $43K | 0.0% | +31.2% | 0.002% | |
11/3/2023 | OVERSEA CHINESE BANKING Corp Ltd | 23,540 | $581K | 0.0% | N/A | 0.028% | |
10/31/2023 | Triumph Capital Management | 10,751 | $266K | 0.1% | +9.9% | 0.013% | |
10/25/2023 | Pinnacle Wealth Management Advisory Group LLC | 42,214 | $1.04M | 0.1% | +16.7% | 0.050% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 147,999 | $3.66M | 0.0% | -1.2% | 0.176% | |
10/19/2023 | SOL Capital Management CO | 286,880 | $7.09M | 1.1% | -0.5% | 0.340% | |
10/18/2023 | Fiduciary Alliance LLC | 173,014 | $4.28M | 0.8% | +7.7% | 0.205% | |
10/13/2023 | Harbor Investment Advisory LLC | 59,038 | $1.46M | 0.2% | -1.9% | 0.069% | |
10/10/2023 | Bartlett & Co. LLC | 1,000 | $25K | 0.0% | +2,677.8% | 0.001% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 73,817 | $2.13M | 0.0% | -0.7% | 0.084% | |
8/11/2023 | Marvin & Palmer Associates Inc. | 369,584 | $10.62M | 4.8% | N/A | 0.418% | |
8/9/2023 | Flow Traders U.S. LLC | 26,308 | $756K | 0.0% | N/A | 0.030% | |
8/8/2023 | Fisher Asset Management LLC | 657,195 | $18.89M | 0.0% | -1.7% | 0.743% | |
8/8/2023 | Winch Advisory Services LLC | 4,827 | $139K | 0.0% | +20.0% | 0.005% | |
8/8/2023 | Mcmillion Capital Management Inc. | 24,681 | $709K | 0.6% | -9.1% | 0.028% | |
8/7/2023 | Brown Brothers Harriman & Co. | 14,456 | $415K | 0.0% | -45.8% | 0.016% | |
8/3/2023 | Triumph Capital Management | 9,786 | $282K | 0.1% | +8.2% | 0.011% | |
8/3/2023 | First Horizon Advisors Inc. | 1,000 | $29K | 0.0% | N/A | 0.001% | |
8/2/2023 | Archford Capital Strategies LLC | 15,962 | $458K | 0.1% | -4.2% | 0.018% | |
8/2/2023 | Baystate Wealth Management LLC | 36,186 | $1.04M | 0.1% | +8,790.9% | 0.041% | |
7/31/2023 | Sierra Capital LLC | 11,160 | $321K | 0.1% | -48.5% | 0.013% | |
7/28/2023 | Retirement Income Solutions Inc | 15,169 | $436K | 0.1% | N/A | 0.017% | |
7/28/2023 | Private Trust Co. NA | 1,181 | $34K | 0.0% | +300.3% | 0.001% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 8,817 | $253K | 0.0% | +13.5% | 0.010% | |
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7/26/2023 | Janney Montgomery Scott LLC | 14,604 | $420K | 0.0% | +70.9% | 0.016% | |
7/19/2023 | Fifth Third Securities Inc. | 26,741 | $769K | 0.1% | N/A | 0.030% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,300 | $37K | 0.0% | N/A | 0.001% | |
7/18/2023 | Fiduciary Alliance LLC | 160,657 | $4.62M | 1.0% | +289.1% | 0.182% | |
7/14/2023 | AdvisorNet Financial Inc | 4,934 | $142K | 0.0% | +14.5% | 0.006% | |
7/14/2023 | Harbor Investment Advisory LLC | 60,160 | $1.73M | 0.2% | +7,563.7% | 0.068% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 149,820 | $4.31M | 0.0% | +81.3% | 0.171% | |
7/11/2023 | Worth Asset Management LLC | 4,700 | $135K | 0.1% | +3,033.3% | 0.005% | |
7/7/2023 | Harvest Fund Management Co. Ltd | 5,410 | $155K | 0.0% | N/A | 0.006% | |
5/12/2023 | CIBC Private Wealth Group LLC | 13,647 | $921K | 0.0% | N/A | 0.020% | |