11/12/2024 | Cahill Financial Advisors Inc. | 67,418 | $2.15M | 0.3% | +9.6% | 0.719% | |
11/8/2024 | First Horizon Advisors Inc. | 117,854 | $3.75M | 0.1% | +1.7% | 1.256% | |
9/9/2024 | Heritage Wealth Management Inc. | 7,908 | $241K | 0.1% | N/A | 0.084% | |
5/1/2024 | Janney Montgomery Scott LLC | 15,065 | $448K | 0.0% | +2.8% | 0.165% | |
2/8/2024 | Janney Montgomery Scott LLC | 14,652 | $438K | 0.0% | -8.6% | 0.193% | |
2/6/2024 | First Horizon Advisors Inc. | 112,228 | $3.35M | 0.1% | +7.5% | 1.477% | |
1/30/2024 | Scissortail Wealth Management LLC | 8,608 | $254K | 0.1% | N/A | 0.113% | |
11/8/2023 | Janney Montgomery Scott LLC | 16,038 | $437K | 0.0% | -7.2% | 0.211% | |
11/4/2023 | NBC Securities Inc. | 1,554 | $42K | 0.0% | N/A | 0.020% | |
10/27/2023 | First Horizon Advisors Inc. | 104,351 | $2.84M | 0.1% | +2.6% | 1.373% | |
|
8/15/2023 | Cahill Financial Advisors Inc. | 67,213 | $1.88M | 0.3% | +10.4% | 0.884% | |
8/9/2023 | Flow Traders U.S. LLC | 10,807 | $303K | 0.0% | N/A | 0.144% | |
8/3/2023 | First Horizon Advisors Inc. | 101,671 | $2.85M | 0.1% | +1.3% | 1.356% | |
8/2/2023 | Jackson Wealth Management LLC | 121,313 | $3.40M | 0.5% | N/A | 1.618% | |
7/28/2023 | Private Trust Co. NA | 1,174 | $33K | 0.0% | N/A | 0.016% | |
4/28/2023 | Janney Montgomery Scott LLC | 16,937 | $469K | 0.0% | -5.4% | 0.231% | |
3/6/2023 | OLD Mission Capital LLC | 40,648 | $1.04M | 0.0% | -54.7% | 0.553% | |
2/10/2023 | First Horizon Advisors Inc. | 87,611 | $2.23M | 0.1% | -8.6% | 1.192% | |
2/1/2023 | Janney Montgomery Scott LLC | 17,905 | $456K | 0.0% | -20.3% | 0.244% | |
1/18/2023 | ForthRight Wealth Management LLC | 167,562 | $4.27M | 2.2% | +3.2% | 2.344% | |
11/15/2022 | Cahill Financial Advisors Inc. | 57,984 | $1.24M | 0.3% | +1.0% | 0.883% | |
11/14/2022 | OLD Mission Capital LLC | 89,695 | $1.91M | 0.1% | +70.8% | 1.365% | |
11/9/2022 | First Horizon Advisors Inc. | 95,818 | $2.04M | 0.1% | -2.1% | 1.458% | |
10/17/2022 | ForthRight Wealth Management LLC | 162,324 | $3.46M | 2.0% | +3.3% | 2.342% | |
8/8/2022 | Cahill Financial Advisors Inc. | 57,397 | $1.44M | 0.3% | -1.1% | 0.897% | |
8/5/2022 | OLD Mission Capital LLC | 52,516 | $1.32M | 0.0% | +111.3% | 0.821% | |
8/3/2022 | Janney Montgomery Scott LLC | 22,385 | $572K | 0.0% | +10.4% | 0.350% | |
8/2/2022 | First Horizon Advisors Inc. | 97,906 | $2.46M | 0.1% | N/A | 1.530% | |
5/12/2022 | Cahill Financial Advisors Inc. | 58,025 | $1.63M | 0.3% | -10.1% | 0.917% | |
5/4/2022 | Janney Montgomery Scott LLC | 20,285 | $571K | 0.0% | +44.1% | 0.323% | |
4/19/2022 | ForthRight Wealth Management LLC | 151,148 | $4.26M | 2.2% | +42.6% | 2.409% | |
4/18/2022 | Rockland Trust Co. | 30,673 | $863K | 0.1% | -25.2% | 0.489% | |
4/14/2022 | ForthRight Wealth Management LLC | 4,255 | $426K | 2.2% | -96.0% | 0.068% | |
1/27/2022 | Rockland Trust Co. | 40,990 | $1.14M | 0.1% | -2.2% | 0.716% | |
1/24/2022 | ForthRight Wealth Management LLC | 105,974 | $2.95M | 1.6% | +0.4% | 1.851% | |
10/26/2021 | ForthRight Wealth Management LLC | 105,500 | $2.88M | 1.7% | +1.4% | 1.611% | |
10/25/2021 | Rockland Trust Co. | 41,917 | $1.15M | 0.1% | -33.1% | 0.640% | |
8/17/2021 | Cahill Financial Advisors Inc. | 66,893 | $1.88M | 0.4% | -7.7% | 0.998% | |
8/9/2021 | Tradition Wealth Management LLC | 11,562 | $606K | 0.1% | N/A | 0.173% | |
8/6/2021 | Bessemer Group Inc. | 8,114 | $228K | 0.0% | N/A | 0.121% | |
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5/17/2021 | Ameriprise Financial Inc. | 7,592 | $208K | 0.0% | -23.5% | 0.113% | |
4/30/2021 | Wealthcare Advisory Partners LLC | 5,710 | $156K | 0.0% | N/A | 0.087% | |
4/26/2021 | ForthRight Wealth Management LLC | 101,529 | $2.78M | 1.9% | -7.6% | 1.562% | |
4/22/2021 | Rockland Trust Co. | 63,424 | $1.74M | 0.1% | -2.8% | 0.976% | |
2/17/2021 | Cahill Financial Advisors Inc. | 72,317 | $1.88M | 0.5% | -6.5% | 1.215% | |
1/29/2021 | ForthRight Wealth Management LLC | 109,910 | $2.86M | 2.2% | N/A | 1.863% | |
1/25/2021 | Janney Montgomery Scott LLC | 13,866 | $361K | 0.0% | -15.2% | 0.235% | |