4/11/2025 | Congress Asset Management Co. | 159,165 | $5.99M | 0.0% | -4.1% | 0.956% | |
2/17/2025 | Sentinus LLC | 29,249 | $1.09M | 0.3% | +60.8% | 0.179% | |
2/17/2025 | Ameriprise Financial Inc. | 72,324 | $2.70M | 0.0% | +3.7% | 0.442% | |
2/13/2025 | United Capital Financial Advisors LLC | 41,898 | $1.56M | 0.0% | N/A | 0.256% | |
2/13/2025 | Waterloo Capital L.P. | 10,821 | $404K | 0.0% | -45.2% | 0.066% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 732 | $27K | 0.0% | N/A | 0.004% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 9,481 | $354K | 0.0% | +12.8% | 0.058% | |
2/10/2025 | EverSource Wealth Advisors LLC | 1,575 | $59K | 0.0% | N/A | 0.010% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 752 | $28K | 0.0% | N/A | 0.005% | |
2/5/2025 | BlueStem Wealth Partners LLC | 38,503 | $1.44M | 0.2% | N/A | 0.235% | |
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1/30/2025 | Congress Asset Management Co. | 166,004 | $6.19M | 0.0% | +224.0% | 1.015% | |
1/24/2025 | Costello Asset Management INC | 2,735 | $102K | 0.1% | -9.9% | 0.017% | |
1/17/2025 | Janney Montgomery Scott LLC | 37,853 | $1.41M | 0.0% | N/A | 0.232% | |
1/17/2025 | Janney Capital Management LLC | 17,911 | $668K | 0.0% | N/A | 0.110% | |
1/13/2025 | AdvisorNet Financial Inc | 783 | $29K | 0.0% | -53.7% | 0.005% | |
1/10/2025 | Fortitude Family Office LLC | 16,665 | $622K | 0.2% | N/A | 0.102% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,576 | $409K | 0.0% | N/A | 0.065% | |
10/29/2024 | Farther Finance Advisors LLC | 972 | $38K | 0.0% | +97,100.0% | 0.006% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 8,404 | $325K | 0.0% | +29.8% | 0.051% | |
10/28/2024 | Congress Asset Management Co. | 51,237 | $1.98M | 0.0% | -38.1% | 0.313% | |
8/12/2024 | Waterloo Capital L.P. | 9,526 | $352K | 0.0% | -21.8% | 0.058% | |
8/8/2024 | Syntrinsic LLC | 7,582 | $267K | 0.1% | -3.5% | 0.046% | |
8/8/2024 | VitalStone Financial LLC | 1,180 | $44K | 0.0% | -43.2% | 0.007% | |
7/31/2024 | Rothschild Investment LLC | 29,650 | $1.10M | 0.1% | N/A | 0.181% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 96,937 | $3.58M | 0.0% | -10.0% | 0.593% | |
5/17/2024 | Comerica Bank | 4,255 | $157K | 0.0% | -89.5% | 0.026% | |
5/9/2024 | JDM Financial Group LLC | 9,065 | $334K | 0.2% | +20.7% | 0.055% | |
5/3/2024 | United Community Bank | 1,425 | $52K | 0.0% | N/A | 0.009% | |
5/2/2024 | USAdvisors Wealth Management LLC | 6,601 | $243K | 0.1% | -7.1% | 0.040% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 107,698 | $3.97M | 0.0% | -7.1% | 0.647% | |
4/11/2024 | Congress Asset Management Co. MA | 54,866 | $2.02M | 0.0% | -57.7% | 0.288% | |
3/4/2024 | Congress Asset Management Co. MA | 129,735 | $4.69M | 0.0% | +262.3% | 0.681% | |
2/15/2024 | Comerica Bank | 40,355 | $1.46M | 0.0% | +986.0% | 0.212% | |
2/14/2024 | VitalStone Financial LLC | 2,007 | $73K | 0.1% | -37.0% | 0.011% | |
2/14/2024 | Waterloo Capital L.P. | 18,394 | $665K | 0.1% | +122.5% | 0.097% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 115,941 | $4.19M | 0.0% | -16.4% | 0.609% | |
2/8/2024 | Janney Montgomery Scott LLC | 27,824 | $1.01M | 0.0% | +189.1% | 0.146% | |
2/5/2024 | JDM Financial Group LLC | 7,510 | $271K | 0.2% | +21.2% | 0.039% | |
1/29/2024 | Plan Group Financial LLC | 12,068 | $436K | 0.4% | -7.3% | 0.063% | |
1/26/2024 | Bay Harbor Wealth Management LLC | 3,279 | $119K | 0.0% | -14.1% | 0.017% | |
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1/19/2024 | AdvisorNet Financial Inc | 1,893 | $68K | 0.0% | +18.0% | 0.010% | |
1/18/2024 | WestEnd Advisors LLC | 5,486 | $198K | 0.0% | +1,552.4% | 0.029% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 7,638 | $276K | 0.0% | -6.1% | 0.040% | |
11/16/2023 | VitalStone Financial LLC | 3,184 | $109K | 0.1% | -13.0% | 0.017% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 800 | $27K | 0.0% | -87.1% | 0.004% | |
11/13/2023 | Plan Group Financial LLC | 13,019 | $442K | 0.3% | N/A | 0.068% | |
11/9/2023 | Curran Financial Partners LLC | 259,257 | $8.81M | 3.8% | +76.9% | 1.361% | |
11/8/2023 | Cornerstone Planning Group LLC | 977 | $33K | 0.0% | +214.1% | 0.005% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,625 | $327K | 0.0% | N/A | 0.051% | |
11/1/2023 | Congress Asset Management Co. MA | 35,805 | $1.22M | 0.0% | +136.2% | 0.188% | |
10/25/2023 | Bay Harbor Wealth Management LLC | 3,817 | $130K | 0.1% | -23.2% | 0.020% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 138,647 | $4.71M | 0.0% | -8.9% | 0.728% | |
8/21/2023 | VitalStone Financial LLC | 3,658 | $127K | 0.1% | -40.6% | 0.019% | |
8/14/2023 | American Trust | 7,278 | $294K | 0.0% | N/A | 0.038% | |
8/7/2023 | JDM Financial Group LLC | 6,060 | $214K | 0.2% | +38.3% | 0.032% | |
8/1/2023 | USAdvisors Wealth Management LLC | 6,953 | $245K | 0.1% | -11.8% | 0.035% | |
7/27/2023 | Congress Asset Management Co. MA | 15,157 | $534K | 0.0% | -72.0% | 0.077% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 8,680 | $306K | 0.0% | -4.0% | 0.044% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 152,149 | $5.36M | 0.0% | -1.8% | 0.776% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 154,891 | $5.42M | 0.0% | -14.7% | 0.790% | |
5/5/2023 | Silver Oak Securities Incorporated | 12,660 | $443K | 0.1% | -4.6% | 0.065% | |
4/25/2023 | IAG Wealth Partners LLC | 1,900 | $66K | 0.0% | N/A | 0.009% | |
4/21/2023 | Congress Asset Management Co. MA | 54,142 | $1.89M | 0.0% | -83.9% | 0.244% | |
4/21/2023 | Harbor Investment Advisory LLC | 1,608 | $56K | 0.0% | -77.2% | 0.007% | |
4/13/2023 | USAdvisors Wealth Management LLC | 7,883 | $276K | 0.1% | -4.7% | 0.036% | |
4/12/2023 | Clearview Wealth Advisors LLC | 2,957 | $103K | 0.1% | -24.2% | 0.013% | |
2/10/2023 | USAdvisors Wealth Management LLC | 8,273 | $278K | 0.1% | -24.5% | 0.040% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 181,655 | $6.11M | 0.0% | -1.9% | 0.871% | |
2/2/2023 | Silver Oak Securities Incorporated | 13,265 | $446K | 0.1% | N/A | 0.064% | |
2/1/2023 | Janney Capital Management LLC | 17,175 | $577K | 0.0% | N/A | 0.082% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 8,891 | $299K | 0.0% | -8.8% | 0.043% | |
2/1/2023 | Janney Montgomery Scott LLC | 136,612 | $4.59M | 0.0% | +827.9% | 0.655% | |
1/31/2023 | Clearview Wealth Advisors LLC | 3,899 | $131K | 0.1% | -38.2% | 0.019% | |
1/30/2023 | VitalStone Financial LLC | 6,507 | $217K | 0.1% | N/A | 0.031% | |
1/26/2023 | Arden Trust Co | 28,331 | $952K | 0.2% | N/A | 0.122% | |
1/25/2023 | Bay Harbor Wealth Management LLC | 5,241 | $176K | 0.1% | -38.0% | 0.022% | |
1/24/2023 | Harbor Investment Advisory LLC | 7,040 | $237K | 0.0% | +412.0% | 0.030% | |
1/20/2023 | Arden Trust Co | 28,331 | $952K | 0.2% | N/A | 0.114% | |
1/18/2023 | Congress Asset Management Co. MA | 335,816 | $11.29M | 0.1% | N/A | 1.322% | |
1/13/2023 | AdvisorNet Financial Inc | 1,543 | $52K | 0.0% | +40.5% | 0.006% | |
1/11/2023 | JDM Financial Group LLC | 4,220 | $142K | 0.1% | N/A | 0.017% | |
12/5/2022 | LFS Asset Management | 64,681 | $2.11M | 2.1% | -0.5% | 0.259% | |
11/16/2022 | Sentinus LLC | 6,757 | $220K | 0.1% | N/A | 0.027% | |
11/16/2022 | Almanack Investment Partners LLC. | 3,000 | $98K | 0.0% | N/A | 0.012% | |
11/15/2022 | USAdvisors Wealth Management LLC | 10,954 | $357K | 0.2% | -3.9% | 0.044% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 6,200 | $202K | 0.0% | N/A | 0.025% | |
11/1/2022 | Harbor Investment Advisory LLC | 1,375 | $45K | 0.0% | -84.6% | 0.006% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 9,749 | $318K | 0.1% | -22.0% | 0.039% | |
10/25/2022 | Janney Montgomery Scott LLC | 14,723 | $480K | 0.0% | -58.0% | 0.053% | |
10/20/2022 | Compass Advisory Group LLC | 7,091 | $231K | 0.1% | N/A | 0.025% | |
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10/17/2022 | Cambridge Investment Research Advisors Inc. | 185,168 | $6.04M | 0.0% | -13.1% | 0.657% | |
8/16/2022 | LFS Asset Management | 64,986 | $2.25M | 1.8% | N/A | 0.247% | |
8/11/2022 | CoreCap Advisors LLC | 3,634 | $126K | 0.0% | N/A | 0.014% | |
8/5/2022 | Clearview Wealth Advisors LLC | 6,440 | $223K | 0.2% | -31.4% | 0.024% | |
8/4/2022 | Heritage Wealth Advisors | 1,519 | $53K | 0.0% | N/A | 0.006% | |
8/3/2022 | Janney Montgomery Scott LLC | 35,034 | $1.21M | 0.0% | N/A | 0.133% | |
8/2/2022 | CX Institutional | 1,776 | $61K | 0.0% | N/A | 0.007% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 12,500 | $432K | 0.1% | -9.5% | 0.047% | |
7/28/2022 | WestEnd Advisors LLC | 11,556 | $399K | 0.0% | N/A | 0.043% | |
7/25/2022 | WBI Investments Inc. | 9,004 | $306K | 0.1% | N/A | 0.034% | |