10/29/2024 | Farther Finance Advisors LLC | 25,448 | $2.44M | 0.1% | +24.6% | 0.305% | |
10/24/2024 | Arkadios Wealth Advisors | 327,385 | $31.34M | 1.8% | +5.0% | 3.921% | |
10/18/2024 | Riverview Trust Co | 475 | $45K | 0.0% | N/A | 0.006% | |
8/16/2024 | Sunbelt Securities Inc. | 34,074 | $3.01M | 0.3% | +9.9% | 0.408% | |
7/31/2024 | Davidson Investment Advisors | 306,707 | $27.07M | 1.4% | +3.8% | 3.673% | |
7/31/2024 | Farther Finance Advisors LLC | 20,417 | $1.79M | 0.1% | +26.4% | 0.245% | |
|
7/29/2024 | Arkadios Wealth Advisors | 311,808 | $27.52M | 1.9% | +3.6% | 3.734% | |
4/30/2024 | Arkadios Wealth Advisors | 300,878 | $27.38M | 2.1% | +2.3% | 3.603% | |
4/15/2024 | Sunbelt Securities Inc. | 30,996 | $2.82M | 0.3% | -4.3% | 0.484% | |
4/11/2024 | Bangor Savings Bank | 11,431 | $1.04M | 0.1% | +94.0% | 0.179% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 113,772 | $9.61M | 4.5% | +4.6% | 1.778% | |
2/12/2024 | Parallel Advisors LLC | 12,055 | $1.02M | 0.0% | +9.0% | 0.188% | |
2/9/2024 | Cassady Schiller Wealth Management LLC | 1,420 | $120K | 0.1% | +49.5% | 0.022% | |
2/5/2024 | Transcend Capital Advisors LLC | 2,586 | $218K | 0.0% | N/A | 0.040% | |
1/24/2024 | Cubic Asset Management LLC | 2,400 | $203K | 0.1% | N/A | 0.038% | |
1/24/2024 | Arkadios Wealth Advisors | 294,199 | $24.84M | 2.1% | +7.7% | 4.597% | |
12/11/2023 | Sunbelt Securities Inc. | 33,018 | $2.48M | 0.3% | +0.8% | 0.516% | |
12/8/2023 | Palladiem LLC | 88,170 | $6.63M | 7.2% | -1.1% | 1.378% | |
11/9/2023 | Davidson Investment Advisors | 237,736 | $17.88M | 1.1% | +14.1% | 3.715% | |
11/4/2023 | NBC Securities Inc. | 445 | $33K | 0.0% | N/A | 0.007% | |
11/4/2023 | Column Capital Advisors LLC | 2,999 | $226K | 0.0% | +20.3% | 0.047% | |
10/13/2023 | Arkadios Wealth Advisors | 273,153 | $20.54M | 1.9% | +61.1% | 4.268% | |
8/11/2023 | Davidson Investment Advisors | 208,339 | $16.42M | 1.0% | +16.6% | 3.255% | |
8/9/2023 | Flow Traders U.S. LLC | 19,125 | $1.51M | 0.1% | N/A | 0.299% | |
8/4/2023 | Parallel Advisors LLC | 11,821 | $932K | 0.0% | -45.4% | 0.215% | |
7/13/2023 | Crescent Grove Advisors LLC | 8,641 | $681K | 0.1% | +3.9% | 0.157% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,085 | $322K | 0.0% | -85.4% | 0.074% | |
5/17/2023 | Sunbelt Securities Inc. | 32,654 | $2.43M | 0.4% | +8.2% | 0.502% | |
5/12/2023 | Walled Lake Planning & Wealth Management LLC | 65,816 | $4.97M | 2.6% | -1.2% | 1.013% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 28,006 | $2.12M | 0.0% | +346.2% | 0.431% | |
5/3/2023 | Crescent Grove Advisors LLC | 8,314 | $628K | 0.1% | +37.6% | 0.128% | |
5/2/2023 | Davidson Investment Advisors | 178,732 | $13.50M | 0.9% | +27.2% | 2.750% | |
5/2/2023 | Arkadios Wealth Advisors | 165,053 | $12.47M | 1.5% | +16.8% | 2.539% | |
4/25/2023 | Parallel Advisors LLC | 21,655 | $1.64M | 0.1% | -6.5% | 0.333% | |
2/8/2023 | InterOcean Capital Group LLC | 10,976 | $801K | 0.0% | N/A | 0.169% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 6,276 | $458K | 0.0% | +35.1% | 0.097% | |
2/6/2023 | Column Capital Advisors LLC | 2,493 | $182K | 0.0% | +20.7% | 0.038% | |
2/6/2023 | Parallel Advisors LLC | 23,158 | $1.69M | 0.1% | +34.6% | 0.356% | |
2/2/2023 | Davidson Investment Advisors | 140,518 | $10.25M | 0.8% | +12.5% | 2.162% | |
1/26/2023 | Strategic Blueprint LLC | 12,600 | $919K | 0.1% | N/A | 0.194% | |
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1/12/2023 | Crescent Grove Advisors LLC | 6,040 | $441K | 0.0% | N/A | 0.109% | |
1/11/2023 | Arkadios Wealth Advisors | 141,337 | $10.31M | 1.4% | +24.9% | 2.547% | |
1/10/2023 | Norway Savings Bank | 21,768 | $1.59M | 0.8% | +1.5% | 0.392% | |
11/14/2022 | Elmwood Wealth Management Inc. | 15,730 | $1.05M | 0.5% | +2.7% | 0.281% | |
11/7/2022 | Davidson Investment Advisors | 124,944 | $8.35M | 0.7% | +39.9% | 2.231% | |
10/21/2022 | Arkadios Wealth Advisors | 113,127 | $7.56M | 1.1% | +11.8% | 2.038% | |
10/19/2022 | Saxon Interests Inc. | 3,279 | $233K | 0.1% | -59.5% | 0.059% | |
10/18/2022 | Norway Savings Bank | 21,443 | $1.43M | 0.8% | +2.1% | 0.390% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 4,647 | $310K | 0.0% | +13.6% | 0.084% | |
8/11/2022 | WESCAP Management Group Inc. | 11,984 | $846K | 0.3% | -43.6% | 0.216% | |
8/3/2022 | Assetmark Inc. | 17,756 | $1.25M | 0.0% | -14.1% | 0.320% | |
7/27/2022 | Davidson Investment Advisors | 89,301 | $6.31M | 0.5% | -8.2% | 1.567% | |
7/26/2022 | Legal Advantage Investments Inc. | 10,308 | $728K | 0.7% | N/A | 0.181% | |
7/25/2022 | Saxon Interests Inc. | 8,097 | $572K | 0.3% | N/A | 0.142% | |
7/15/2022 | Norway Savings Bank | 21,003 | $1.48M | 0.8% | -2.2% | 0.375% | |
7/14/2022 | Arkadios Wealth Advisors | 101,223 | $7.15M | 1.1% | +23.1% | 1.808% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 4,090 | $289K | 0.0% | -19.6% | 0.073% | |
7/12/2022 | Elmwood Wealth Management Inc. | 15,315 | $1.08M | 0.6% | +33.8% | 0.273% | |
5/16/2022 | Astor Investment Management LLC | 115,931 | $9.83M | 2.3% | -31.9% | 2.089% | |
5/12/2022 | Davidson Investment Advisors | 97,279 | $8.25M | 0.6% | +14.7% | 1.753% | |
5/11/2022 | WESCAP Management Group Inc. | 21,252 | $1.80M | 0.5% | +92.0% | 0.383% | |
5/10/2022 | Tcwp LLC | 318 | $26K | 0.0% | N/A | 0.006% | |
5/2/2022 | Arkadios Wealth Advisors | 82,219 | $6.98M | 0.9% | +84.0% | 1.455% | |
4/20/2022 | Transcend Capital Advisors LLC | 2,420 | $205K | 0.0% | N/A | 0.043% | |
4/8/2022 | Norway Savings Bank | 21,486 | $1.82M | 0.8% | -0.9% | 0.384% | |
2/9/2022 | Horan Securities Inc. | 1,836 | $164K | 0.1% | N/A | 0.031% | |
2/8/2022 | Elmwood Wealth Management Inc. | 10,255 | $918K | 0.4% | N/A | 0.174% | |
2/3/2022 | Arkadios Wealth Advisors | 44,685 | $4.00M | 0.5% | +28.9% | 0.757% | |
2/1/2022 | Goodman Financial Corp | 4,270 | $382K | 0.1% | N/A | 0.072% | |
1/28/2022 | Davidson Trust Co. | 4,410 | $395K | 0.3% | N/A | 0.075% | |
1/28/2022 | Davidson Investment Advisors | 84,800 | $7.59M | 0.5% | +31.7% | 1.437% | |
1/21/2022 | Outlook Wealth Advisors LLC | 13,490 | $1.21M | 0.4% | -12.3% | 0.233% | |
1/20/2022 | Astor Investment Management LLC | 170,291 | $15.24M | 3.3% | -3.3% | 2.936% | |
1/18/2022 | Norway Savings Bank | 21,674 | $1.94M | 0.9% | -2.7% | 0.374% | |
11/15/2021 | Flow Traders U.S. LLC | 25,569 | $2.14M | 0.1% | +442.2% | 0.457% | |
11/12/2021 | Assetmark Inc. | 12,456 | $1.04M | 0.0% | +12.3% | 0.222% | |
11/3/2021 | Davidson Investment Advisors | 64,383 | $5.39M | 0.4% | +41.3% | 1.150% | |
10/22/2021 | Outlook Wealth Advisors LLC | 15,382 | $1.29M | 0.4% | +14.7% | 0.282% | |
10/20/2021 | Astor Investment Management LLC | 176,160 | $14.74M | 3.3% | -9.4% | 3.262% | |
10/19/2021 | Arkadios Wealth Advisors | 34,663 | $2.90M | 0.4% | +27.0% | 0.642% | |
10/14/2021 | Norway Savings Bank | 22,272 | $1.86M | 0.9% | -8.6% | 0.412% | |
8/24/2021 | Flow Traders U.S. LLC | 4,716 | $399K | 0.0% | N/A | 0.087% | |
8/16/2021 | Assetmark Inc. | 11,090 | $937K | 0.0% | +9.7% | 0.203% | |
8/13/2021 | Elmwood Wealth Management Inc. | 8,664 | $732K | 0.4% | +3.6% | 0.160% | |
8/10/2021 | Davidson Investment Advisors | 45,579 | $3.85M | 0.3% | +18.7% | 0.844% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 5,455 | $461K | 0.0% | +18.5% | 0.101% | |
8/5/2021 | Horan Securities Inc. | 1,836 | $155K | 0.1% | N/A | 0.034% | |
8/2/2021 | WESCAP Management Group Inc. | 11,303 | $955K | 0.3% | -4.9% | 0.209% | |
7/31/2021 | Arkadios Wealth Advisors | 27,291 | $2.31M | 0.3% | +34.9% | 0.510% | |
7/31/2021 | Astor Investment Management LLC | 194,365 | $16.43M | 3.5% | -6.7% | 3.633% | |
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5/17/2021 | Ameriprise Financial Inc. | 2,858 | $224K | 0.0% | -82.1% | 0.055% | |
5/13/2021 | Elmwood Wealth Management Inc. | 8,359 | $655K | 0.4% | N/A | 0.162% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 4,605 | $361K | 0.0% | +20.2% | 0.090% | |
5/7/2021 | Davidson Investment Advisors | 38,400 | $3.01M | 0.3% | +12.0% | 0.760% | |
5/7/2021 | WESCAP Management Group Inc. | 11,882 | $931K | 0.3% | -5.9% | 0.235% | |
4/26/2021 | Arkadios Wealth Advisors | 20,234 | $1.59M | 0.3% | +22,135.2% | 0.401% | |
4/15/2021 | Astor Investment Management LLC | 208,284 | $16.32M | 3.7% | N/A | 4.295% | |
4/13/2021 | Norway Savings Bank | 25,992 | $2.04M | 1.1% | -1.4% | 0.536% | |
4/12/2021 | Valeo Financial Advisors LLC | 1,308 | $102K | 0.0% | N/A | 0.027% | |
2/10/2021 | Davidson Investment Advisors | 34,275 | $2.48M | 0.2% | +5.0% | 0.836% | |