11/14/2024 | Flow Traders U.S. LLC | 7,257 | $693K | 0.0% | -18.3% | 0.056% | |
11/13/2024 | CKW Financial Group | 19,837 | $1.88M | 0.2% | +2.8% | 0.153% | |
10/29/2024 | Farther Finance Advisors LLC | 3,675 | $351K | 0.0% | +86.5% | 0.028% | |
10/24/2024 | Financial Management Professionals Inc. | 208,386 | $19.90M | 2.5% | +6.8% | 1.609% | |
10/23/2024 | Rogco LP | 2,411 | $230K | 0.1% | -33.4% | 0.019% | |
10/23/2024 | JMG Financial Group Ltd. | 7,460 | $712K | 0.0% | -18.7% | 0.058% | |
|
10/17/2024 | Strategic Advocates LLC | 94,711 | $9.05M | 3.2% | +8.4% | 0.731% | |
10/10/2024 | Valeo Financial Advisors LLC | 5,275 | $504K | 0.0% | -9.6% | 0.041% | |
10/5/2024 | Burns J W & Co. Inc. NY | 5,761 | $550K | 0.1% | -4.2% | 0.044% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 14,953 | $1.43M | 0.0% | -4.5% | 0.115% | |
8/14/2024 | EverSource Wealth Advisors LLC | 615 | $58K | 0.0% | +77.7% | 0.005% | |
8/12/2024 | Richardson Financial Services Inc. | 9,307 | $863K | 0.6% | -3.0% | 0.072% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 384 | $36K | 0.0% | N/A | 0.003% | |
8/6/2024 | MainStreet Investment Advisors LLC | 18,949 | $1.76M | 0.2% | -30.8% | 0.146% | |
8/1/2024 | Mechanics Financial Corp | 2,318 | $215K | 0.1% | -74.4% | 0.018% | |
7/30/2024 | JMG Financial Group Ltd. | 9,178 | $851K | 0.0% | -11.1% | 0.071% | |
7/24/2024 | Family Firm Inc. | 963 | $89K | 0.0% | N/A | 0.007% | |
7/23/2024 | NewSquare Capital LLC | 15,991 | $1.48M | 0.1% | +13.4% | 0.123% | |
7/11/2024 | Strategic Advocates LLC | 87,392 | $8.10M | 3.2% | +5.2% | 0.675% | |
7/10/2024 | Valeo Financial Advisors LLC | 5,838 | $541K | 0.0% | -4.8% | 0.045% | |
6/11/2024 | EverSource Wealth Advisors LLC | 346 | $32K | 0.0% | +47.2% | 0.003% | |
5/17/2024 | Comerica Bank | 2,739 | $256K | 0.0% | -6.5% | 0.021% | |
5/9/2024 | Rogco LP | 5,071 | $474K | 0.2% | -86.4% | 0.039% | |
5/4/2024 | Richardson Financial Services Inc. | 9,596 | $897K | 0.6% | -13.9% | 0.074% | |
4/30/2024 | JMG Financial Group Ltd. | 10,329 | $966K | 0.0% | -28.5% | 0.079% | |
4/25/2024 | Valeo Financial Advisors LLC | 6,133 | $566K | 0.0% | +16.3% | 0.047% | |
4/24/2024 | SOL Capital Management CO | 8,893 | $831K | 0.1% | +1.4% | 0.068% | |
4/24/2024 | NBT Bank N A NY | 3,118 | $291K | 0.0% | -6.6% | 0.024% | |
4/17/2024 | Burns J W & Co. Inc. NY | 6,011 | $562K | 0.1% | -12.6% | 0.049% | |
4/16/2024 | Financial Management Professionals Inc. | 178,298 | $16.67M | 2.5% | +3.0% | 1.455% | |
4/16/2024 | Pinnacle Bancorp Inc. | 10,182 | $952K | 0.3% | +5.6% | 0.083% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 15,689 | $1.47M | 0.0% | -36.6% | 0.128% | |
4/3/2024 | Strategic Advocates LLC | 83,046 | $7.76M | 3.0% | +1,081.5% | 0.678% | |
3/4/2024 | Richardson Financial Services Inc. | 11,139 | $1.04M | 0.9% | N/A | 0.091% | |
2/9/2024 | MainStreet Investment Advisors LLC | 28,019 | $2.61M | 0.3% | +142.4% | 0.229% | |
2/7/2024 | Strategic Advocates LLC | 7,029 | $654K | 0.3% | +26.3% | 0.057% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 2,626 | $260K | 0.0% | +5.6% | 0.021% | |
2/6/2024 | Rollins Financial | 5,816 | $541K | 0.1% | +45.7% | 0.047% | |
2/6/2024 | Mechanics Financial Corp | 27,612 | $2.57M | 1.4% | +0.6% | 0.225% | |
2/6/2024 | Rogco LP | 37,389 | $3.48M | 1.5% | -19.8% | 0.305% | |
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2/5/2024 | Cary Street Partners Investment Advisory LLC | 2,626 | $260K | 0.1% | +5.6% | 0.021% | |
2/2/2024 | JMG Financial Group Ltd. | 14,450 | $1.35M | 0.1% | -19.4% | 0.118% | |
2/1/2024 | NewSquare Capital LLC | 14,646 | $1.36M | 0.1% | +1.1% | 0.120% | |
1/25/2024 | SOL Capital Management CO | 8,768 | $816K | 0.1% | +3.2% | 0.072% | |
1/18/2024 | Burns J W & Co. Inc. NY | 6,876 | $640K | 0.1% | -14.5% | 0.056% | |
1/12/2024 | Financial Management Professionals Inc. | 173,089 | $16.11M | 2.6% | +1.6% | 1.413% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 24,740 | $2.30M | 0.1% | +214.6% | 0.202% | |
11/13/2023 | Graves Light Lenhart Wealth Inc. | 84,234 | $7.53M | 1.0% | +8.5% | 0.688% | |
11/9/2023 | Rollins Financial | 3,993 | $361K | 0.1% | +18.7% | 0.033% | |
11/4/2023 | NBC Securities Inc. | 649 | $58K | 0.0% | N/A | 0.005% | |
11/4/2023 | Compass Financial Group Inc. | 28,101 | $2.54M | 1.5% | +1.2% | 0.229% | |
11/3/2023 | NewSquare Capital LLC | 14,491 | $1.31M | 0.1% | +3.1% | 0.118% | |
10/31/2023 | MainStreet Investment Advisors LLC | 11,559 | $1.04M | 0.1% | +53.6% | 0.094% | |
10/31/2023 | JMG Financial Group Ltd. | 17,926 | $1.62M | 0.1% | -8.0% | 0.146% | |
10/27/2023 | First Horizon Advisors Inc. | 436 | $39K | 0.0% | +112.7% | 0.004% | |
10/24/2023 | Bank of New York Mellon Corp | 28,537 | $2.58M | 0.0% | N/A | 0.233% | |
10/24/2023 | Union Savings Bank | 475 | $43K | 0.0% | N/A | 0.004% | |
10/19/2023 | CKW Financial Group | 19,058 | $1.72M | 0.3% | +104.5% | 0.156% | |
10/19/2023 | SOL Capital Management CO | 8,493 | $767K | 0.1% | +282.9% | 0.069% | |
10/18/2023 | Pinnacle Bancorp Inc. | 9,642 | $871K | 0.3% | -6.8% | 0.079% | |
10/13/2023 | Financial Management Professionals Inc. | 170,337 | $15.38M | 2.7% | +16.8% | 1.391% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 7,863 | $710K | 0.0% | +99.2% | 0.064% | |
9/12/2023 | Farther Finance Advisors LLC | 1,366 | $125K | 0.0% | -7.9% | 0.011% | |
8/17/2023 | Coppell Advisory Solutions LLC | 3,173 | $288K | 0.1% | -8.7% | 0.026% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 77,624 | $7.08M | 1.0% | +10.1% | 0.634% | |
8/9/2023 | Flow Traders U.S. LLC | 87,960 | $8.02M | 0.3% | -19.0% | 0.727% | |
8/8/2023 | Rollins Financial | 3,364 | $307K | 0.1% | +45.6% | 0.028% | |
8/3/2023 | NewSquare Capital LLC | 14,056 | $1.28M | 0.1% | +8.5% | 0.116% | |
7/26/2023 | JMG Financial Group Ltd. | 19,479 | $1.78M | 0.1% | -10.2% | 0.161% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 905 | $82K | 0.0% | -66.5% | 0.007% | |
7/18/2023 | CKW Financial Group | 9,321 | $850K | 0.1% | +5.3% | 0.077% | |
7/13/2023 | Tilia Fiduciary Partners Inc. | 783 | $71K | 0.1% | -50.7% | 0.006% | |
7/10/2023 | Financial Management Professionals Inc. | 145,877 | $13.30M | 2.2% | +14.2% | 1.206% | |
5/31/2023 | Coastline Trust Co | 30,815 | $2.81M | 0.4% | +183.4% | 0.210% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 70,483 | $6.44M | 1.0% | +50.1% | 0.481% | |
5/15/2023 | CKW Financial Group | 8,853 | $808K | 0.1% | -48.6% | 0.060% | |
5/15/2023 | Flow Traders U.S. LLC | 108,574 | $9.91M | 0.4% | +1.7% | 0.741% | |
5/12/2023 | CIBC Private Wealth Group LLC | 15,358 | $2.05M | 0.0% | +8.2% | 0.105% | |
5/10/2023 | Tilia Fiduciary Partners Inc. | 1,588 | $145K | 0.1% | -7.6% | 0.011% | |
5/5/2023 | Mechanics Financial Corp | 27,474 | $2.51M | 1.5% | +1.2% | 0.188% | |
5/3/2023 | Advisors Preferred LLC | 25,580 | $2.32M | 0.8% | N/A | 0.175% | |
5/3/2023 | Rollins Financial | 2,310 | $211K | 0.1% | N/A | 0.016% | |
5/3/2023 | Compass Financial Group Inc. | 27,658 | $2.53M | 1.6% | +0.4% | 0.189% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,700 | $244K | 0.0% | +100.0% | 0.018% | |
4/28/2023 | MainStreet Investment Advisors LLC | 7,487 | $684K | 0.1% | -58.6% | 0.051% | |
4/19/2023 | SOL Capital Management CO | 2,218 | $203K | 0.0% | N/A | 0.015% | |
4/14/2023 | Pinnacle Bancorp Inc. | 10,334 | $944K | 0.3% | +12.3% | 0.071% | |
4/13/2023 | Financial Management Professionals Inc. | 127,701 | $11.66M | 2.2% | +15.2% | 0.872% | |
4/12/2023 | JMG Financial Group Ltd. | 21,698 | $1.98M | 0.1% | -17.5% | 0.148% | |
4/11/2023 | Massmutual Trust Co. FSB ADV | 3,910 | $357K | 0.0% | -55.5% | 0.027% | |
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3/6/2023 | OLD Mission Capital LLC | 1,503 | $134K | 0.0% | -96.4% | 0.010% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 4,017 | $359K | 0.1% | N/A | 0.027% | |
2/15/2023 | Flow Traders U.S. LLC | 106,797 | $9.53M | 0.5% | +0.4% | 0.712% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 12,476 | $1.11M | 0.1% | N/A | 0.083% | |
2/13/2023 | JPMorgan Chase & Co. | 1,576,011 | $140.68M | 0.0% | +53.8% | 10.507% | |
2/9/2023 | Coastline Trust Co | 10,873 | $971K | 0.1% | -70.7% | 0.072% | |
2/7/2023 | NewSquare Capital LLC | 12,994 | $1.16M | 0.1% | -23.1% | 0.087% | |
2/2/2023 | MainStreet Investment Advisors LLC | 18,066 | $1.61M | 0.2% | +69.3% | 0.120% | |
2/2/2023 | Congress Wealth Management LLC DE | 7,580 | $677K | 0.0% | -1.9% | 0.051% | |
2/2/2023 | Silver Oak Securities Incorporated | 3,046 | $272K | 0.1% | N/A | 0.020% | |