8/15/2025 | IHT Wealth Management LLC | 10,664 | $480K | 0.0% | -10.0% | 0.020% | |
8/15/2025 | Ameriprise Financial Inc. | 925,655 | $41.70M | 0.0% | -47.1% | 1.709% | |
8/13/2025 | Baird Financial Group Inc. | 160,223 | $7.22M | 0.0% | -65.3% | 0.296% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 945 | $43K | 0.0% | -21.2% | 0.002% | |
8/12/2025 | Titleist Asset Management LLC | 19,760 | $890K | 0.1% | -39.5% | 0.036% | |
8/12/2025 | JPMorgan Chase & Co. | 65,986 | $2.97M | 0.0% | -40.4% | 0.122% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 123,594 | $5.57M | 2.7% | -13.5% | 0.227% | |
8/11/2025 | Western Wealth Management LLC | 40,534 | $1.83M | 0.1% | +23.9% | 0.074% | |
8/8/2025 | MTM Investment Management LLC | 8,005 | $361K | 0.1% | -41.7% | 0.015% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 138,769 | $6.25M | 0.7% | +20.7% | 0.255% | |
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8/5/2025 | Hunter Associates Investment Management LLC | 494,862 | $22.26M | 3.3% | -1.8% | 0.909% | |
7/29/2025 | Private Trust Co. NA | 1,309 | $59K | 0.0% | -44.4% | 0.002% | |
7/21/2025 | AIFG Consultants Ltd. | 21,167 | $954K | 1.9% | -3.8% | 0.039% | |
7/21/2025 | Exchange Capital Management Inc. | 77,675 | $3.50M | 0.5% | +14.7% | 0.143% | |
7/11/2025 | Pinnacle Bancorp Inc. | 3,000 | $135K | 0.0% | +50.0% | 0.005% | |
7/8/2025 | Prism Advisors Inc. | 474,363 | $21.37M | 6.1% | -14.6% | 0.852% | |
7/8/2025 | NBC Securities Inc. | 34,416 | $1.55M | 0.1% | +2.7% | 0.062% | |
7/8/2025 | Parallel Advisors LLC | 11,615 | $523K | 0.0% | +98.7% | 0.021% | |
5/16/2025 | NewEdge Advisors LLC | 96,555 | $4.19M | 0.0% | +4.3% | 0.168% | |
5/16/2025 | Integrated Wealth Concepts LLC | 29,826 | $1.29M | 0.0% | +4.4% | 0.052% | |
5/15/2025 | Titleist Asset Management LLC | 32,680 | $1.42M | 0.2% | -3.6% | 0.057% | |
5/15/2025 | Baird Financial Group Inc. | 461,382 | $20.02M | 0.0% | +4.5% | 0.802% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,199 | $52K | 0.0% | -98.0% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 1,748,931 | $75.90M | 0.0% | +24.8% | 3.039% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 19,807 | $860K | 0.1% | -12.8% | 0.034% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 142,942 | $6.20M | 3.3% | -5.7% | 0.230% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 5,000 | $217K | 0.0% | N/A | 0.008% | |
5/5/2025 | Hollencrest Capital Management | 28,305 | $1.23M | 0.1% | +56.7% | 0.046% | |
5/2/2025 | Burns Matteson Capital Management LLC | 27,565 | $1.20M | 0.6% | +10.7% | 0.044% | |
5/1/2025 | Prism Advisors Inc. | 555,479 | $24.11M | 7.4% | -1.8% | 0.894% | |
4/30/2025 | Hunter Associates Investment Management LLC | 503,902 | $21.86M | 3.4% | -8.4% | 0.811% | |
4/23/2025 | Western Wealth Management LLC | 32,726 | $1.42M | 0.1% | +62.8% | 0.053% | |
4/23/2025 | Bessemer Group Inc. | 4,274 | $185K | 0.0% | -20.2% | 0.007% | |
4/23/2025 | AIFG Consultants Ltd. | 22,013 | $955K | 1.6% | -3.0% | 0.035% | |
4/21/2025 | L.M. Kohn & Company | 7,098 | $308K | 0.1% | +4.2% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 13,885 | $603K | 0.0% | +2.2% | 0.021% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 114,957 | $4.99M | 0.7% | +19.4% | 0.175% | |
4/14/2025 | Farther Finance Advisors LLC | 2,931 | $127K | 0.0% | +10.8% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 33,500 | $1.45M | 0.1% | +139,483.3% | 0.051% | |
4/8/2025 | Parallel Advisors LLC | 5,846 | $254K | 0.0% | N/A | 0.009% | |
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2/17/2025 | Vermillion & White Wealth Management Group LLC | 60,918 | $2.65M | 2.0% | +0.7% | 0.114% | |
2/17/2025 | Baird Financial Group Inc. | 441,357 | $19.19M | 0.0% | +12.0% | 0.823% | |
2/17/2025 | Ameriprise Financial Inc. | 1,401,480 | $60.92M | 0.0% | -44.1% | 2.615% | |
2/14/2025 | Keyvantage Wealth LLC | 4,748 | $206K | 0.1% | N/A | 0.009% | |
2/14/2025 | Integrated Wealth Concepts LLC | 28,563 | $1.24M | 0.0% | +3.1% | 0.053% | |
2/14/2025 | IHT Wealth Management LLC | 9,880 | $429K | 0.0% | +17.5% | 0.018% | |
2/13/2025 | United Capital Financial Advisors LLC | 142,257 | $6.18M | 0.1% | -0.4% | 0.265% | |
2/13/2025 | Bessemer Group Inc. | 5,355 | $233K | 0.0% | N/A | 0.010% | |
2/13/2025 | Titleist Asset Management LLC | 33,914 | $1.47M | 0.2% | -75.2% | 0.063% | |
2/12/2025 | JPMorgan Chase & Co. | 116,283 | $5.06M | 0.0% | +44.5% | 0.217% | |
2/10/2025 | Cozad Asset Management Inc. | 25,210 | $1.10M | 0.1% | +1.4% | 0.047% | |
2/10/2025 | Greykasell Wealth Strategies Inc. | 151,626 | $6.59M | 3.7% | N/A | 0.283% | |
2/10/2025 | Farther Finance Advisors LLC | 2,646 | $115K | 0.0% | N/A | 0.005% | |
2/6/2025 | Jones Financial Companies Lllp | 53,964 | $2.35M | 0.0% | +82.6% | 0.101% | |
2/5/2025 | Private Trust Co. NA | 2,293 | $100K | 0.0% | +24.9% | 0.004% | |
2/4/2025 | Exchange Capital Management Inc. | 61,937 | $2.69M | 0.4% | +12.4% | 0.116% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 22,718 | $988K | 0.1% | -15.0% | 0.042% | |
1/29/2025 | AIFG Consultants Ltd. | 22,686 | $986K | 1.6% | N/A | 0.042% | |
1/29/2025 | Burns Matteson Capital Management LLC | 24,905 | $1.08M | 0.5% | -1.6% | 0.046% | |
1/27/2025 | YANKCOM Partnership | 8,400 | $365K | 0.2% | N/A | 0.016% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 96,247 | $4.18M | 0.5% | +76.0% | 0.180% | |
1/23/2025 | Hunter Associates Investment Management LLC | 550,288 | $23.92M | 3.6% | +7.1% | 1.027% | |
1/22/2025 | Prism Advisors Inc. | 565,611 | $24.59M | 7.4% | -2.9% | 1.055% | |
1/17/2025 | Janney Montgomery Scott LLC | 13,582 | $590K | 0.0% | -2.2% | 0.025% | |
12/26/2024 | JPMorgan Chase & Co. | 80,462 | $3.68M | 0.0% | +33.4% | 0.150% | |
11/15/2024 | IHT Wealth Management LLC | 8,409 | $384K | 0.0% | N/A | 0.016% | |
11/15/2024 | Integrated Wealth Concepts LLC | 27,707 | $1.27M | 0.0% | +4.6% | 0.052% | |
11/14/2024 | L.M. Kohn & Company | 6,746 | $308K | 0.1% | -15.4% | 0.013% | |
11/14/2024 | Flow Traders U.S. LLC | 165,966 | $7.59M | 0.4% | N/A | 0.310% | |
11/13/2024 | Private Trust Co. NA | 1,836 | $84K | 0.0% | +34.4% | 0.003% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 26,732 | $1.22M | 0.1% | -2.2% | 0.050% | |
11/1/2024 | Hollencrest Capital Management | 18,066 | $826K | 0.0% | -8.9% | 0.034% | |
10/30/2024 | United Advisor Group LLC | 58,908 | $2.69M | 0.6% | +21.9% | 0.110% | |
10/29/2024 | Princeton Global Asset Management LLC | 860 | $39K | 0.0% | -47.6% | 0.002% | |
10/24/2024 | Hunter Associates Investment Management LLC | 513,752 | $23.46M | 3.6% | +9.1% | 0.958% | |
10/16/2024 | Prism Advisors Inc. | 582,690 | $26.63M | 7.6% | +1.7% | 1.087% | |
10/15/2024 | NBC Securities Inc. | 22,490 | $1.03M | 0.1% | N/A | 0.042% | |
10/10/2024 | Burns Matteson Capital Management LLC | 25,303 | $1.16M | 0.6% | +27.1% | 0.047% | |
10/9/2024 | Pinnacle Bancorp Inc. | 2,000 | $91K | 0.0% | +100.0% | 0.004% | |
8/13/2024 | Hollencrest Capital Management | 19,828 | $904K | 0.0% | +272.1% | 0.037% | |
8/2/2024 | Cozad Asset Management Inc. | 25,046 | $1.14M | 0.1% | -1.7% | 0.047% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 27,320 | $1.25M | 0.1% | -9.7% | 0.051% | |
7/23/2024 | Exchange Capital Management Inc. | 47,188 | $2.15M | 0.4% | +8.1% | 0.088% | |
7/16/2024 | WASHINGTON TRUST Co | 888 | $40K | 0.0% | -59.2% | 0.002% | |
7/9/2024 | Burns Matteson Capital Management LLC | 19,902 | $907K | 0.5% | +40.1% | 0.037% | |
5/17/2024 | Comerica Bank | 5,409 | $248K | 0.0% | -19.3% | 0.010% | |
5/14/2024 | Burns Matteson Capital Management LLC | 14,210 | $653K | 0.4% | +172.7% | 0.027% | |
5/8/2024 | Cozad Asset Management Inc. | 25,467 | $1.17M | 0.1% | -1.2% | 0.048% | |
5/8/2024 | Advisors Preferred LLC | 9,197 | $423K | 0.1% | +46.8% | 0.017% | |
5/2/2024 | Hunter Associates Investment Management LLC | 405,482 | $18.62M | 3.1% | +12.5% | 0.756% | |
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5/1/2024 | Janney Montgomery Scott LLC | 15,526 | $713K | 0.0% | +15.3% | 0.029% | |
5/1/2024 | BNP Paribas Financial Markets | 1,755 | $81K | 0.0% | +24,971.4% | 0.003% | |
4/26/2024 | Bogart Wealth LLC | 5,172 | $238K | 0.0% | +30.5% | 0.010% | |
4/25/2024 | L.M. Kohn & Company | 7,322 | $336K | 0.1% | -57.6% | 0.014% | |
4/23/2024 | WASHINGTON TRUST Co | 2,176 | $100K | 0.0% | N/A | 0.004% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 30,262 | $1.39M | 0.1% | -4.5% | 0.057% | |
4/18/2024 | Exchange Capital Management Inc. | 43,653 | $2.01M | 0.3% | +31.0% | 0.083% | |
4/5/2024 | Prism Advisors Inc. | 573,287 | $26.34M | 7.9% | +9.4% | 1.343% | |
3/8/2024 | ICA Group Wealth Management LLC | 673 | $28K | 0.0% | N/A | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 8,593 | $361K | 0.0% | N/A | 0.020% | |