2/17/2025 | Captrust Financial Advisors | 28,871 | $932K | 0.0% | -24.7% | 0.175% | |
2/13/2025 | Anchor Investment Management LLC | 800 | $26K | 0.0% | N/A | 0.005% | |
2/12/2025 | Ariadne Wealth Management LP | 14,270 | $476K | 0.2% | +10.9% | 0.086% | |
2/10/2025 | Farther Finance Advisors LLC | 41,242 | $1.33M | 0.0% | -5.5% | 0.250% | |
1/17/2025 | Janney Montgomery Scott LLC | 257,630 | $8.32M | 0.0% | -1.7% | 1.561% | |
11/14/2024 | Captrust Financial Advisors | 38,353 | $1.35M | 0.0% | -0.8% | 0.232% | |
10/29/2024 | Janney Montgomery Scott LLC | 262,206 | $9.24M | 0.0% | +2.6% | 1.589% | |
10/29/2024 | Farther Finance Advisors LLC | 43,620 | $1.54M | 0.1% | +14.0% | 0.264% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 6,394 | $225K | 0.0% | -13.5% | 0.039% | |
8/14/2024 | Certified Advisory Corp | 39,298 | $1.27M | 0.2% | -1.4% | 0.238% | |
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8/8/2024 | Zions Bancorporation N.A. | 1,074 | $35K | 0.0% | N/A | 0.007% | |
7/31/2024 | Farther Finance Advisors LLC | 38,252 | $1.23M | 0.1% | -2.1% | 0.232% | |
7/26/2024 | Bank of New York Mellon Corp | 41,408 | $1.34M | 0.0% | -47.9% | 0.251% | |
5/15/2024 | Flow Traders U.S. LLC | 107,254 | $3.54M | 0.2% | N/A | 0.650% | |
5/13/2024 | Bessemer Group Inc. | 3,937 | $130K | 0.0% | N/A | 0.024% | |
5/1/2024 | Janney Montgomery Scott LLC | 260,090 | $8.58M | 0.0% | N/A | 1.521% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 98,369 | $3.24M | 0.6% | +0.4% | 0.575% | |
2/9/2024 | Certified Advisory Corp | 43,712 | $1.40M | 0.2% | -1.4% | 0.226% | |
11/13/2023 | Certified Advisory Corp | 44,331 | $1.31M | 0.1% | -1.7% | 0.230% | |
11/6/2023 | Financial Freedom LLC | 20,327 | $601K | 0.4% | -5.6% | 0.105% | |
10/24/2023 | Bank of New York Mellon Corp | 117,243 | $3.47M | 0.0% | -4.1% | 0.607% | |
9/12/2023 | Farther Finance Advisors LLC | 26,637 | $822K | 0.2% | +39.9% | 0.138% | |
8/3/2023 | Bank of New York Mellon Corp | 122,217 | $3.77M | 0.0% | +219.1% | 0.633% | |
7/31/2023 | Bogart Wealth LLC | 1,600 | $49K | 0.0% | +28.0% | 0.008% | |
7/28/2023 | Financial Freedom LLC | 21,538 | $664K | 0.5% | +45.9% | 0.112% | |
7/18/2023 | Integrated Investment Consultants LLC | 32,106 | $990K | 0.3% | N/A | 0.166% | |
5/1/2023 | Financial Freedom LLC | 14,765 | $459K | 0.3% | +584.5% | 0.080% | |
4/21/2023 | Bogart Wealth LLC | 1,250 | $39K | 0.0% | +525.0% | 0.007% | |
3/6/2023 | OLD Mission Capital LLC | 25,066 | $752K | 0.0% | N/A | 0.142% | |
2/13/2023 | Integrated Wealth Concepts LLC | 11,070 | $332K | 0.0% | N/A | 0.063% | |
2/9/2023 | Sowell Financial Services LLC | 40,751 | $1.22M | 0.1% | +101.9% | 0.232% | |
11/21/2022 | Integrated Investment Consultants LLC | 32,106 | $840K | 0.3% | N/A | 0.217% | |
11/15/2022 | Sowell Financial Services LLC | 20,182 | $528K | 0.1% | N/A | 0.127% | |
11/1/2022 | Coulter & Justus Financial Services LLC | 98,004 | $2.57M | 2.0% | +95.0% | 0.671% | |
10/13/2022 | UMB Bank n.a. | 1,173 | $31K | 0.0% | -40.9% | 0.008% | |
8/23/2022 | Captrust Financial Advisors | 112,043 | $3.23M | 0.0% | -27.2% | 1.494% | |
8/16/2022 | Certified Advisory Corp | 20,458 | $589K | 0.1% | +3.1% | 0.273% | |
8/13/2022 | Flow Traders U.S. LLC | 58,728 | $1.69M | 0.1% | -63.2% | 0.783% | |
8/5/2022 | OLD Mission Capital LLC | 80,825 | $2.33M | 0.1% | +565.6% | 1.107% | |
7/29/2022 | Coulter & Justus Financial Services LLC | 50,247 | $1.45M | 1.2% | N/A | 0.688% | |
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7/19/2022 | Horan Securities Inc. | 1,969 | $57K | 0.0% | +23.4% | 0.027% | |
5/13/2022 | Klaas Financial Asset Advisors LLC | 86,606 | $2.98M | 0.7% | +5.5% | 1.274% | |
4/21/2022 | Asset Dedication LLC | 812 | $28K | 0.0% | N/A | 0.014% | |
4/6/2022 | First Hawaiian Bank | 102,752 | $3.53M | 0.1% | N/A | 1.772% | |
2/16/2022 | Flow Traders U.S. LLC | 219,064 | $7.94M | 0.4% | +682.9% | 3.777% | |
2/9/2022 | Klaas Financial Asset Advisors LLC | 82,070 | $2.98M | 0.7% | +5.2% | 1.415% | |
2/9/2022 | UMB Bank N A MO | 1,985 | $72K | 0.0% | N/A | 0.034% | |
2/9/2022 | Horan Securities Inc. | 1,431 | $52K | 0.0% | N/A | 0.025% | |
11/16/2021 | Captrust Financial Advisors | 199,357 | $7.26M | 0.1% | -8.2% | 3.560% | |
11/16/2021 | Certified Advisory Corp | 18,642 | $679K | 0.2% | -3.0% | 0.333% | |
11/15/2021 | Flow Traders U.S. LLC | 27,981 | $1.02M | 0.0% | +17.5% | 0.500% | |
11/5/2021 | Klaas Financial Asset Advisors LLC | 77,992 | $2.84M | 0.7% | +3.4% | 1.393% | |
11/4/2021 | Advanced Research Investment Solutions LLC | 1,467 | $53K | 0.0% | N/A | 0.026% | |
8/24/2021 | Flow Traders U.S. LLC | 23,808 | $874K | 0.0% | N/A | 0.441% | |
8/16/2021 | Certified Advisory Corp | 19,220 | $706K | 0.2% | +8.8% | 0.356% | |
5/17/2021 | Captrust Financial Advisors | 338,136 | $11.83M | 0.1% | N/A | 6.763% | |
5/10/2021 | Certified Advisory Corp | 17,670 | $618K | 0.2% | N/A | 0.353% | |
4/20/2021 | Klaas Financial Asset Advisors LLC | 68,628 | $2.40M | 0.7% | +4.3% | 1.373% | |