10/22/2024 | Rebalance LLC | 17,970 | $1.15M | 0.1% | +6.1% | 0.276% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 3,305 | $202K | 0.0% | N/A | 0.051% | |
7/17/2024 | AdvisorNet Financial Inc | 3,375 | $206K | 0.0% | +17.8% | 0.052% | |
5/11/2024 | Hillsdale Investment Management Inc. | 210,040 | $12.36M | 1.0% | N/A | 3.231% | |
5/1/2024 | Janney Montgomery Scott LLC | 8,789 | $517K | 0.0% | +76.7% | 0.142% | |
4/12/2024 | AdvisorNet Financial Inc | 2,864 | $169K | 0.0% | +325.6% | 0.039% | |
|
2/6/2024 | Legacy Financial Advisors Inc. | 8,625 | $499K | 0.1% | +16.0% | 0.117% | |
2/2/2024 | BIP Wealth LLC | 5,849 | $338K | 0.0% | -3.4% | 0.079% | |
1/19/2024 | AdvisorNet Financial Inc | 673 | $39K | 0.0% | N/A | 0.009% | |
1/17/2024 | Trust Co of the South | 10,395 | $601K | 0.2% | N/A | 0.140% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,758 | $314K | 0.0% | -3.4% | 0.078% | |
8/9/2023 | Flow Traders U.S. LLC | 35,311 | $1.89M | 0.1% | +19.4% | 0.477% | |
8/3/2023 | State of Wisconsin Board of Commissioners of Public Lands | 197,075 | $10.56M | 2.5% | -22.1% | 2.628% | |
7/27/2023 | BIP Wealth LLC | 6,077 | $326K | 0.0% | -29.2% | 0.081% | |
7/26/2023 | Janney Montgomery Scott LLC | 5,959 | $319K | 0.0% | +32.6% | 0.079% | |
7/18/2023 | Virtue Capital Management LLC | 14,687 | $795K | 0.1% | +22.2% | 0.196% | |
7/14/2023 | AdvisorNet Financial Inc | 684 | $37K | 0.0% | -92.8% | 0.009% | |
5/10/2023 | BIP Wealth LLC | 8,578 | $432K | 0.0% | N/A | 0.114% | |
5/5/2023 | State of Wisconsin Board of Commissioners of Public Lands | 253,075 | $12.75M | 2.8% | N/A | 3.374% | |
5/4/2023 | AlphaMark Advisors LLC | 65,942 | $3.32M | 1.5% | +6.9% | 0.879% | |
5/3/2023 | Legacy Financial Advisors Inc. | 4,837 | $244K | 0.0% | +10.8% | 0.064% | |
4/28/2023 | AdvisorNet Financial Inc | 9,462 | $477K | 0.0% | -2.4% | 0.126% | |
4/28/2023 | Janney Montgomery Scott LLC | 4,495 | $226K | 0.0% | N/A | 0.060% | |
3/6/2023 | OLD Mission Capital LLC | 59,432 | $2.87M | 0.1% | N/A | 0.792% | |
2/27/2023 | Rebalance LLC | 18,715 | $904K | 0.1% | N/A | 0.250% | |
2/9/2023 | Sowell Financial Services LLC | 40,774 | $1.97M | 0.1% | +5.6% | 0.544% | |
2/6/2023 | Bogart Wealth LLC | 1,023 | $49K | 0.0% | N/A | 0.014% | |
2/6/2023 | Legacy Financial Advisors Inc. | 4,367 | $211K | 0.0% | N/A | 0.058% | |
2/6/2023 | AlphaMark Advisors LLC | 61,672 | $2.98M | 1.5% | +12.4% | 0.822% | |
1/31/2023 | Graypoint LLC | 6,217 | $300K | 0.0% | -7.0% | 0.083% | |
1/26/2023 | Eagle Bay Advisors LLC | 644 | $31K | 0.0% | N/A | 0.009% | |
1/13/2023 | AdvisorNet Financial Inc | 9,695 | $468K | 0.0% | -51.6% | 0.129% | |
11/15/2022 | Sowell Financial Services LLC | 38,597 | $1.75M | 0.2% | N/A | 0.515% | |
11/10/2022 | JFG Wealth Management LLC | 30,415 | $1.38M | 0.5% | -49.5% | 0.417% | |
11/10/2022 | Johnson Financial Group LLC | 129,410 | $5.87M | 0.8% | -25.4% | 1.773% | |
10/31/2022 | Harbor Advisory Corp MA | 65,540 | $2.97M | 1.4% | -9.6% | 0.898% | |
10/31/2022 | Graypoint LLC | 6,687 | $303K | 0.0% | -41.8% | 0.092% | |
10/27/2022 | Asset Dedication LLC | 598 | $27K | 0.0% | N/A | 0.008% | |
10/4/2022 | AdvisorNet Financial Inc | 20,027 | $908K | 0.1% | +6.1% | 0.299% | |
8/13/2022 | Flow Traders U.S. LLC | 35,049 | $1.68M | 0.1% | N/A | 0.523% | |
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8/12/2022 | Johnson Financial Group LLC | 173,498 | $8.33M | 1.7% | +6.9% | 2.590% | |
8/5/2022 | OLD Mission Capital LLC | 148,531 | $7.14M | 0.2% | -26.0% | 2.217% | |
8/1/2022 | Graypoint LLC | 11,491 | $552K | 0.1% | +2.2% | 0.172% | |
8/1/2022 | Harbor Advisory Corp MA | 72,519 | $3.48M | 1.5% | +30.6% | 1.082% | |
7/7/2022 | AdvisorNet Financial Inc | 18,871 | $907K | 0.1% | -5.4% | 0.282% | |
5/13/2022 | Harbor Advisory Corp MA | 55,515 | $3.16M | 1.3% | +31.8% | 0.829% | |
5/6/2022 | Johnson Financial Group LLC | 162,283 | $9.25M | 1.6% | +2.1% | 2.422% | |
5/6/2022 | JFG Wealth Management LLC | 55,105 | $3.14M | 0.9% | +26.8% | 0.822% | |
4/21/2022 | New Century Advisors LLC | 13,550 | $772K | 0.7% | +88.2% | 0.202% | |
4/19/2022 | Graypoint LLC | 11,246 | $641K | 0.1% | +14.0% | 0.168% | |
2/14/2022 | RPg Family Wealth Advisory LLC | 4,254 | $256K | 0.1% | N/A | 0.063% | |
2/11/2022 | Johnson Financial Group LLC | 158,869 | $9.57M | 1.6% | +33.6% | 2.371% | |
2/11/2022 | JFG Wealth Management LLC | 43,474 | $2.62M | 1.0% | +37.1% | 0.649% | |
2/10/2022 | OLD Mission Capital LLC | 48,580 | $2.93M | 0.1% | +127.3% | 0.725% | |
2/9/2022 | Sowell Financial Services LLC | 10,679 | $644K | 0.0% | -68.6% | 0.159% | |
2/7/2022 | Harbor Advisory Corp MA | 42,113 | $2.54M | 1.0% | N/A | 0.629% | |
2/4/2022 | Wintrust Investments LLC | 148,623 | $8.95M | 0.9% | +1.6% | 2.218% | |
2/4/2022 | New Century Advisors LLC | 7,200 | $433K | 0.4% | N/A | 0.107% | |
2/2/2022 | Sigma Planning Corp | 12,132 | $731K | 0.0% | +2.8% | 0.181% | |
1/31/2022 | Graypoint LLC | 9,869 | $594K | 0.1% | -3.8% | 0.147% | |
1/26/2022 | Strategic Asset Management LLC | 511 | $31K | 0.0% | +942.9% | 0.008% | |
1/24/2022 | Virtue Capital Management LLC | 6,624 | $399K | 0.1% | +3.6% | 0.099% | |
1/19/2022 | AdvisorNet Financial Inc | 19,976 | $1.20M | 0.1% | +7.1% | 0.298% | |
1/13/2022 | Vaughan Nelson Investment Management L.P. | 5,825 | $351K | 0.0% | N/A | 0.087% | |
11/15/2021 | Flow Traders U.S. LLC | 41,085 | $2.49M | 0.1% | N/A | 0.632% | |
11/12/2021 | OLD Mission Capital LLC | 21,370 | $1.30M | 0.1% | N/A | 0.329% | |
11/12/2021 | Wintrust Investments LLC | 146,216 | $8.86M | 1.2% | N/A | 2.249% | |
11/9/2021 | Graypoint LLC | 10,260 | $622K | 0.1% | +8.1% | 0.158% | |
11/5/2021 | AlphaMark Advisors LLC | 60,127 | $3.65M | 1.3% | -8.3% | 0.925% | |
11/4/2021 | Sowell Financial Services LLC | 33,966 | $2.06M | 0.1% | +3.1% | 0.523% | |
10/15/2021 | AdvisorNet Financial Inc | 18,655 | $1.13M | 0.1% | -10.1% | 0.287% | |
10/6/2021 | IFP Advisors Inc | 6,579 | $424K | 0.0% | -86.3% | 0.101% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 3,114 | $195K | 0.0% | -27.8% | 0.046% | |
8/13/2021 | Sigma Planning Corp | 11,455 | $718K | 0.0% | +13.9% | 0.171% | |
8/12/2021 | JFG Wealth Management LLC | 28,701 | $1.80M | 0.8% | +14.9% | 0.428% | |
8/12/2021 | Johnson Financial Group LLC | 129,465 | $8.12M | 1.6% | +1.7% | 1.932% | |
8/12/2021 | JPMorgan Chase & Co. | 720 | $45K | 0.0% | +111.8% | 0.011% | |
8/11/2021 | Bank of New York Mellon Corp | 5,911 | $370K | 0.0% | -8.5% | 0.088% | |
8/6/2021 | AlphaMark Advisors LLC | 65,574 | $4.11M | 1.5% | +24.1% | 0.979% | |
8/5/2021 | Sowell Financial Services LLC | 32,946 | $2.07M | 0.1% | +0.8% | 0.492% | |
8/4/2021 | Graypoint LLC | 9,492 | $595K | 0.1% | +73.6% | 0.142% | |
7/31/2021 | IFP Advisors Inc | 48,065 | $3.01M | 0.1% | +31.8% | 0.739% | |
5/13/2021 | Bank of New York Mellon Corp | 6,457 | $371K | 0.0% | -47.2% | 0.109% | |
5/12/2021 | Johnson Financial Group LLC | 127,357 | $7.32M | 1.7% | N/A | 2.159% | |
5/12/2021 | JFG Wealth Management LLC | 24,982 | $1.44M | 0.8% | +5.1% | 0.423% | |
5/12/2021 | Disciplined Investments LLC | 855 | $49K | 0.0% | -33.5% | 0.014% | |
5/11/2021 | Samalin Investment Counsel LLC | 4,815 | $276K | 0.2% | +7.2% | 0.082% | |
5/7/2021 | Sowell Financial Services LLC | 32,671 | $1.96M | 0.1% | +4.2% | 0.554% | |
5/7/2021 | Graypoint LLC | 5,468 | $314K | 0.0% | N/A | 0.093% | |
5/7/2021 | Gould Asset Management LLC CA | 4,620 | $266K | 0.1% | -6.2% | 0.078% | |
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5/6/2021 | Sigma Planning Corp | 10,057 | $578K | 0.0% | +25.1% | 0.170% | |
5/3/2021 | Asset Dedication LLC | 2,964 | $170K | 0.0% | -29.1% | 0.050% | |
4/30/2021 | IFP Advisors Inc | 36,463 | $2.10M | 0.0% | +9,623.5% | 0.618% | |
4/29/2021 | AlphaMark Advisors LLC | 52,846 | $3.04M | 1.2% | -5.6% | 0.896% | |
4/28/2021 | Ayalon Holdings Ltd. | 2,550 | $147K | 0.1% | N/A | 0.043% | |
4/14/2021 | AdvisorNet Financial Inc | 15,041 | $865K | 0.1% | +70.7% | 0.255% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 9,853 | $520K | 0.0% | +7,308.3% | 0.197% | |
2/9/2021 | Bank of New York Mellon Corp | 12,239 | $646K | 0.0% | N/A | 0.245% | |
2/4/2021 | AdvisorNet Financial Inc | 8,812 | $465K | 0.0% | -18.7% | 0.176% | |
2/1/2021 | AlphaMark Advisors LLC | 55,954 | $2.96M | 1.1% | +74.4% | 1.119% | |