11/1/2024 | Atria Investments Inc | 55,361 | $1.16M | 0.0% | +37.2% | 0.181% | |
10/28/2024 | Stephens Inc. AR | 74,457 | $1.56M | 0.0% | +178.4% | 0.248% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,241 | $25K | 0.0% | N/A | 0.004% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,119 | $506K | 0.0% | +13.2% | 0.080% | |
10/22/2024 | Sterling Financial Group Inc. | 534,898 | $11.22M | 4.8% | +1.4% | 1.783% | |
10/22/2024 | Eastern Bank | 1,435,537 | $30.10M | 0.5% | +1.3% | 4.785% | |
|
10/21/2024 | Kaye Capital Management | 12,461 | $261K | 0.1% | N/A | 0.042% | |
10/18/2024 | Raymond James & Associates | 1,660,773 | $34.83M | 0.0% | +27.2% | 5.564% | |
10/17/2024 | BCS Wealth Management | 194,957 | $4.09M | 1.7% | +38.6% | 0.653% | |
10/16/2024 | Asset Dedication LLC | 69,656 | $1.46M | 0.1% | +36.7% | 0.236% | |
10/11/2024 | Novare Capital Management LLC | 21,585 | $453K | 0.0% | N/A | 0.075% | |
10/9/2024 | Independence Bank of Kentucky | 47,806 | $1.00M | 0.2% | +6.8% | 0.165% | |
10/8/2024 | Gill Capital Partners LLC | 460,347 | $9.65M | 3.5% | +7.5% | 1.590% | |
10/1/2024 | Davis Capital Management | 10,465 | $219K | 0.2% | +10.4% | 0.042% | |
9/5/2024 | Sanctuary Advisors LLC | 41,812 | $822K | 0.0% | N/A | 0.168% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 8,053 | $161K | 0.0% | +39.5% | 0.032% | |
8/12/2024 | G2 Capital Management LLC OH | 61,610 | $1.23M | 0.4% | +1.3% | 0.247% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 70,736 | $1.42M | 0.5% | -75.9% | 0.284% | |
8/6/2024 | Asset Dedication LLC | 50,950 | $1.02M | 0.1% | +35.0% | 0.205% | |
8/6/2024 | Strategic Financial Concepts LLC | 345,907 | $69K | 0.0% | +1,386.2% | 1.389% | |
8/5/2024 | Addison Advisors LLC | 166,285 | $3.33M | 1.1% | +8.2% | 0.668% | |
7/31/2024 | Dover Advisors LLC | 16,357 | $327K | 0.2% | +17.6% | 0.066% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,760,863 | $35.25M | 0.6% | +33.1% | 7.115% | |
7/31/2024 | Commonwealth Equity Services LLC | 160,937 | $3.22M | 0.0% | +4.9% | 0.650% | |
7/25/2024 | Independence Bank of Kentucky | 44,776 | $896K | 0.2% | +68.2% | 0.184% | |
7/25/2024 | Atlantic Union Bankshares Corp | 986,339 | $19.75M | 1.2% | +22.5% | 4.059% | |
7/24/2024 | &PARTNERS | 26,834 | $537K | 0.0% | N/A | 0.110% | |
7/24/2024 | Vishria Bird Financial Group LLC | 634,790 | $12.71M | 5.3% | -0.7% | 2.612% | |
7/23/2024 | Eastern Bank | 1,416,653 | $28.36M | 1.1% | +6.3% | 5.830% | |
7/23/2024 | Exchange Capital Management Inc. | 121,395 | $2.43M | 0.4% | +43.7% | 0.500% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 928,699 | $18.59M | 0.0% | +102.4% | 3.822% | |
7/19/2024 | MONECO Advisors LLC | 25,334 | $507K | 0.1% | -20.8% | 0.104% | |
7/19/2024 | Raymond James & Associates | 1,305,613 | $26.14M | 0.0% | +382.7% | 5.373% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,306 | $427K | 0.0% | +57.0% | 0.088% | |
7/16/2024 | BCS Wealth Management | 140,680 | $2.82M | 1.4% | +78.2% | 0.579% | |
7/15/2024 | Sterling Financial Group Inc. | 527,567 | $10.56M | 4.8% | +1.2% | 2.171% | |
7/11/2024 | Butensky & Cohen Financial Security Inc. | 46,903 | $939K | 0.3% | +10.4% | 0.197% | |
7/10/2024 | Gill Capital Partners LLC | 428,359 | $8.58M | 3.3% | +4.4% | 1.796% | |
7/2/2024 | Davis Capital Management | 9,480 | $189K | 0.2% | +20.7% | 0.042% | |
5/24/2024 | Cetera Advisors LLC | 34,041 | $689K | 0.0% | +162.1% | 0.152% | |
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5/16/2024 | Jane Street Group LLC | 222,835 | $4.51M | 0.0% | -48.8% | 0.997% | |
5/10/2024 | Wintrust Investments LLC | 167,894 | $3.40M | 0.3% | +0.4% | 0.751% | |
5/8/2024 | Motley Fool Wealth Management LLC | 692,042 | $14.01M | 0.7% | +5.4% | 3.096% | |
5/6/2024 | Gill Capital Partners LLC | 410,361 | $8.06M | 3.3% | +5.2% | 1.836% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 15,132 | $306K | 0.1% | N/A | 0.069% | |
4/29/2024 | Commonwealth Equity Services LLC | 153,468 | $3.11M | 0.0% | +11.4% | 0.696% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,231 | $25K | 0.0% | N/A | 0.006% | |
4/26/2024 | MONECO Advisors LLC | 31,972 | $647K | 0.1% | +48.9% | 0.147% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 461,461 | $9.35M | 0.5% | +8.6% | 2.136% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 458,922 | $9.29M | 0.0% | +55.2% | 2.125% | |
4/22/2024 | Strategic Financial Concepts LLC | 23,274 | $471K | 0.1% | +25.4% | 0.108% | |
4/22/2024 | Vishria Bird Financial Group LLC | 638,990 | $12.94M | 5.5% | +0.7% | 2.958% | |
4/22/2024 | Raymond James & Associates | 270,473 | $5.48M | 0.0% | +251.2% | 1.252% | |
4/19/2024 | American National Bank & Trust Co. VA | 26,901 | $545K | 0.1% | N/A | 0.125% | |
4/18/2024 | Exchange Capital Management Inc. | 84,500 | $1.71M | 0.3% | N/A | 0.391% | |
4/16/2024 | Independence Bank of Kentucky | 26,625 | $539K | 0.2% | +81.7% | 0.124% | |
4/16/2024 | Atlantic Union Bankshares Corp | 804,866 | $16.30M | 1.4% | +20.9% | 3.752% | |
4/16/2024 | Tlwm | 63,737 | $1.29M | 0.3% | +25.5% | 0.297% | |
4/10/2024 | Sterling Financial Group Inc. | 521,363 | $10.56M | 5.0% | +3,723.2% | 2.431% | |
4/10/2024 | BCS Wealth Management | 78,961 | $1.60M | 0.5% | +28.9% | 0.368% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 42,482 | $860K | 0.3% | +16.1% | 0.201% | |
4/5/2024 | Davis Capital Management | 7,853 | $158K | 0.1% | +608.1% | 0.037% | |
3/13/2024 | MONECO Advisors LLC | 21,470 | $444K | 0.1% | +75.0% | 0.133% | |
3/4/2024 | Vima LLC | 1,458 | $30K | 0.1% | N/A | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 1,385,411 | $28.66M | 0.0% | +135.3% | 8.552% | |
2/6/2024 | Sawgrass Asset Management LLC | 31,934 | $661K | 0.1% | +90.0% | 0.197% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 5,592 | $116K | 0.0% | +112.5% | 0.035% | |
2/5/2024 | MONECO Advisors LLC | 18,692 | $387K | 0.1% | +59.7% | 0.115% | |
2/2/2024 | Motley Fool Wealth Management LLC | 656,566 | $13.58M | 0.7% | N/A | 4.053% | |
2/2/2024 | Addison Advisors LLC | 136,229 | $2.82M | 1.1% | +93.3% | 0.841% | |
2/2/2024 | Marquette Asset Management LLC | 4,466 | $92K | 0.0% | N/A | 0.028% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 424,799 | $8.79M | 0.5% | -1.0% | 2.622% | |
1/30/2024 | Capital Analysts LLC | 1,539 | $32K | 0.0% | N/A | 0.010% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 2,128 | $44K | 0.0% | N/A | 0.013% | |
1/29/2024 | G2 Capital Management LLC OH | 60,103 | $1.24M | 0.4% | N/A | 0.371% | |
1/25/2024 | Eastern Bank | 37,671 | $779K | 0.0% | +175.7% | 0.233% | |
1/25/2024 | Vishria Bird Financial Group LLC | 634,415 | $13.13M | 6.2% | N/A | 3.916% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 259,700 | $5.37M | 2.2% | N/A | 1.603% | |
1/23/2024 | Independence Bank of Kentucky | 14,655 | $303K | 0.1% | +5.7% | 0.090% | |
1/19/2024 | Atlantic Union Bankshares Corp | 665,920 | $13.78M | 1.3% | +20.5% | 4.352% | |
1/18/2024 | Strategic Financial Concepts LLC | 18,555 | $384K | 0.2% | +17.9% | 0.121% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 295,768 | $6.12M | 0.0% | +48.9% | 2.076% | |
1/16/2024 | Raymond James & Associates | 77,018 | $1.59M | 0.0% | +140.3% | 0.540% | |
1/16/2024 | Butensky & Cohen Financial Security Inc. | 36,588 | $757K | 0.3% | +10.1% | 0.257% | |
1/11/2024 | BCS Wealth Management | 61,249 | $1.27M | 0.5% | N/A | 0.430% | |
1/9/2024 | Tlwm | 50,796 | $1.05M | 0.2% | N/A | 0.356% | |
1/8/2024 | Gill Capital Partners LLC | 390,162 | $8.07M | 3.4% | +6.4% | 2.738% | |
11/14/2023 | Sawgrass Asset Management LLC | 16,803 | $322K | 0.0% | +63.3% | 0.162% | |
11/13/2023 | Asset Dedication LLC | 9,025 | $169K | 0.0% | +102.2% | 0.087% | |
11/13/2023 | LPL Financial LLC | 297,113 | $5.70M | 0.0% | +38.6% | 2.871% | |
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11/9/2023 | Ellevest Inc. | 25,968 | $498K | 0.0% | +40.4% | 0.251% | |
11/9/2023 | UBS Group AG | 184,946 | $3.55M | 0.0% | +9.2% | 1.787% | |
11/8/2023 | First Command Advisory Services Inc. | 6,312 | $121K | 0.0% | N/A | 0.061% | |
11/8/2023 | Strategic Financial Concepts LLC | 15,739 | $302K | 0.1% | N/A | 0.152% | |
11/7/2023 | Addison Advisors LLC | 70,474 | $1.35M | 0.6% | +212.2% | 0.681% | |
11/7/2023 | Cookson Peirce & Co. Inc. | 429,125 | $8.23M | 0.5% | -2.4% | 4.146% | |
11/6/2023 | MONECO Advisors LLC | 11,706 | $224K | 0.1% | N/A | 0.113% | |
10/27/2023 | Carmel Capital Partners LLC | 128,398 | $2.46M | 1.1% | +21.7% | 1.337% | |
10/25/2023 | Gill Capital Partners LLC | 366,529 | $7.03M | 3.1% | +26.7% | 3.818% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 198,679 | $3.81M | 0.0% | +24.4% | 2.070% | |