8/1/2025 | Envestnet Asset Management Inc. | 7,123 | $525K | 0.0% | +5.3% | 0.279% | |
7/31/2025 | GLOBALT Investments LLC GA | 6,234 | $460K | 0.0% | -10.4% | 0.244% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 23,207 | $1.71M | 0.0% | +1.4% | 0.910% | |
7/21/2025 | FSA Wealth Partners Inc. | 10,600 | $782K | 0.4% | N/A | 0.416% | |
7/18/2025 | Truist Financial Corp | 6,857 | $506K | 0.0% | -38.4% | 0.269% | |
7/17/2025 | Janney Montgomery Scott LLC | 4,727 | $349K | 0.0% | N/A | 0.185% | |
7/7/2025 | Nova Wealth Management Inc. | 2,944 | $217K | 0.2% | +16.0% | 0.115% | |
7/7/2025 | Bangor Savings Bank | 1,000 | $74K | 0.0% | -13.0% | 0.039% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 425 | $31K | 0.0% | N/A | 0.017% | |
5/29/2025 | Nova Wealth Management Inc. | 2,538 | $175K | 0.2% | +257.0% | 0.102% | |
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5/19/2025 | Jane Street Group LLC | 12,231 | $845K | 0.0% | N/A | 0.510% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 22,892 | $1.58M | 0.0% | -1.3% | 0.954% | |
5/16/2025 | Jones Financial Companies Lllp | 56,854 | $3.93M | 0.0% | +5,608.2% | 2.369% | |
5/15/2025 | Royal Bank of Canada | 23,072 | $1.59M | 0.0% | -9.1% | 0.961% | |
5/14/2025 | Kestra Advisory Services LLC | 17,451 | $1.21M | 0.0% | -72.0% | 0.727% | |
5/13/2025 | Cresset Asset Management LLC | 6,194 | $428K | 0.0% | -21.3% | 0.258% | |
5/7/2025 | LPL Financial LLC | 38,329 | $2.65M | 0.0% | -8.9% | 1.597% | |
5/7/2025 | GLOBALT Investments LLC GA | 6,957 | $481K | 0.0% | -9.6% | 0.290% | |
5/6/2025 | Avantax Advisory Services Inc. | 26,995 | $1.87M | 0.0% | -2.4% | 1.125% | |
4/30/2025 | NTV Asset Management LLC | 3,900 | $269K | 0.0% | -7.1% | 0.163% | |
4/14/2025 | Bangor Savings Bank | 1,150 | $79K | 0.0% | -14.8% | 0.048% | |
4/7/2025 | GAMMA Investing LLC | 16,374 | $1.13M | 0.0% | +2,245.8% | 0.697% | |
2/17/2025 | Cresset Asset Management LLC | 7,873 | $505K | 0.0% | -33.3% | 0.375% | |
2/17/2025 | Bank of America Corp DE | 21,346 | $1.37M | 0.0% | +12.9% | 1.016% | |
2/17/2025 | Ameriprise Financial Inc. | 28,634 | $1.84M | 0.0% | +28.2% | 1.364% | |
2/14/2025 | Susquehanna International Group LLP | 37,288 | $2.39M | 0.0% | +21.1% | 1.776% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 2,264 | $145K | 0.0% | -7.3% | 0.108% | |
2/13/2025 | Advisory Services Network LLC | 5,712 | $366K | 0.0% | -3.8% | 0.272% | |
2/13/2025 | Envestnet Asset Management Inc. | 6,829 | $438K | 0.0% | +3.6% | 0.325% | |
2/13/2025 | Wells Fargo & Company MN | 10,774 | $691K | 0.0% | -8.7% | 0.513% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 23,188 | $1.49M | 0.0% | +1.8% | 1.104% | |
2/11/2025 | LPL Financial LLC | 42,070 | $2.70M | 0.0% | -46.0% | 2.003% | |
2/10/2025 | GLOBALT Investments LLC GA | 7,699 | $494K | 0.0% | -2.4% | 0.367% | |
2/10/2025 | Family Firm Inc. | 9,459 | $607K | 0.1% | -9.3% | 0.450% | |
2/10/2025 | Commonwealth Equity Services LLC | 8,718 | $559K | 0.0% | +3.2% | 0.415% | |
2/10/2025 | Avantax Advisory Services Inc. | 27,649 | $1.77M | 0.0% | -0.8% | 1.317% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,058 | $132K | 0.0% | N/A | 0.098% | |
2/6/2025 | Jones Financial Companies Lllp | 996 | $64K | 0.0% | +77.9% | 0.047% | |
1/31/2025 | Truist Financial Corp | 7,989 | $512K | 0.0% | -7.7% | 0.380% | |
1/31/2025 | NTV Asset Management LLC | 4,200 | $269K | 0.0% | -10.6% | 0.200% | |
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1/28/2025 | Newbridge Financial Services Group Inc. | 750 | $48K | 0.0% | N/A | 0.036% | |
1/22/2025 | Slow Capital Inc. | 5,934 | $381K | 0.1% | -4.2% | 0.283% | |
1/3/2025 | GAMMA Investing LLC | 698 | $45K | 0.0% | N/A | 0.033% | |
11/15/2024 | Jane Street Group LLC | 3,026 | $214K | 0.0% | -94.2% | 0.144% | |
11/7/2024 | GLOBALT Investments LLC GA | 7,885 | $558K | 0.0% | -2.6% | 0.375% | |
11/4/2024 | Addison Advisors LLC | 444 | $31K | 0.0% | -32.1% | 0.021% | |
10/11/2024 | Creative Planning | 3,000 | $212K | 0.0% | N/A | 0.143% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 2,343 | $138K | 0.0% | N/A | 0.112% | |
8/12/2024 | Cowa LLC | 4,000 | $239K | 0.1% | N/A | 0.190% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 22,773 | $1.36M | 0.0% | N/A | 1.084% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 583 | $35K | 0.0% | N/A | 0.028% | |
5/24/2024 | Cetera Advisors LLC | 4,935 | $291K | 0.0% | N/A | 0.235% | |
5/16/2024 | Jane Street Group LLC | 69,307 | $4.09M | 0.0% | +128.7% | 3.300% | |
5/13/2024 | Bessemer Group Inc. | 2,542 | $150K | 0.0% | -59.2% | 0.121% | |
5/8/2024 | Avantax Advisory Services Inc. | 27,986 | $1.65M | 0.0% | -1.7% | 1.365% | |
5/1/2024 | GLOBALT Investments LLC GA | 8,975 | $530K | 0.0% | -5.8% | 0.438% | |
3/1/2024 | Creekmur Asset Management LLC | 1,215 | $71K | 0.0% | N/A | 0.052% | |
2/20/2024 | GLOBALT Investments LLC GA | 9,530 | $557K | 0.0% | N/A | 0.406% | |
2/9/2024 | Advisory Services Network LLC | 6,760 | $395K | 0.0% | -17.4% | 0.288% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 4,022 | $235K | 0.0% | -16.2% | 0.171% | |
2/7/2024 | Avantax Advisory Services Inc. | 28,471 | $1.66M | 0.0% | -2.9% | 1.212% | |
2/6/2024 | Ifrah Financial Services Inc. | 8,162 | $477K | 0.1% | -4.8% | 0.347% | |
2/2/2024 | Truist Financial Corp | 8,949 | $523K | 0.0% | -6.1% | 0.381% | |
1/31/2024 | Slow Capital Inc. | 8,419 | $492K | 0.1% | -18.4% | 0.358% | |
1/19/2024 | Fifth Third Bancorp | 562 | $33K | 0.0% | -50.1% | 0.024% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 23,780 | $1.38M | 0.3% | +13.2% | 1.012% | |
1/2/2024 | Anchor Investment Management LLC | 1,120 | $65K | 0.0% | N/A | 0.048% | |
11/14/2023 | Synovus Financial Corp | 12,882 | $695K | 0.0% | -1.3% | 0.548% | |
11/8/2023 | Janney Montgomery Scott LLC | 4,580 | $247K | 0.0% | -5.4% | 0.195% | |
11/7/2023 | Addison Advisors LLC | 754 | $41K | 0.0% | -21.0% | 0.032% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,500 | $513K | 0.0% | +10.8% | 0.404% | |
10/20/2023 | Slow Capital Inc. | 10,322 | $557K | 0.1% | -15.5% | 0.439% | |
10/20/2023 | Family Firm Inc. | 7,595 | $410K | 0.1% | +19.0% | 0.323% | |
8/10/2023 | Cetera Investment Advisers | 5,468 | $327K | 0.0% | -49.7% | 0.233% | |
8/8/2023 | Synovus Financial Corp | 13,058 | $781K | 0.0% | -7.1% | 0.556% | |
8/8/2023 | Knuff & Co LLC | 1,875 | $112K | 0.0% | N/A | 0.080% | |
8/1/2023 | Truist Financial Corp | 10,431 | $624K | 0.0% | +5.9% | 0.444% | |
7/31/2023 | LPL Financial LLC | 27,421 | $1.64M | 0.0% | +1.4% | 1.167% | |
7/26/2023 | Janney Montgomery Scott LLC | 4,843 | $290K | 0.0% | -7.1% | 0.215% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 3,842 | $230K | 0.0% | N/A | 0.171% | |
7/5/2023 | Cedar Brook Financial Partners LLC | 21,011 | $1.26M | 0.3% | +2.1% | 0.934% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 2,930 | $177K | 0.0% | N/A | 0.130% | |
5/11/2023 | Synovus Financial Corp | 14,058 | $850K | 0.0% | -6.0% | 0.625% | |
5/10/2023 | Bessemer Group Inc. | 2,542 | $154K | 0.0% | -84.4% | 0.113% | |
5/10/2023 | Pictet Asset Management SA | 4,650 | $281K | 0.0% | -94.8% | 0.207% | |
5/5/2023 | Truist Financial Corp | 9,849 | $595K | 0.0% | +11.3% | 0.438% | |
5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 4,954 | $299K | 0.0% | -84.4% | 0.220% | |
5/5/2023 | Ifrah Financial Services Inc. | 8,508 | $514K | 0.2% | -45.5% | 0.378% | |
4/28/2023 | Avantax Advisory Services Inc. | 29,569 | $1.79M | 0.0% | -1.0% | 1.314% | |
4/26/2023 | Slow Capital Inc. | 10,431 | $630K | 0.1% | -4.3% | 0.464% | |
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4/4/2023 | Cedar Brook Financial Partners LLC | 20,585 | $1.24M | 0.4% | +1.8% | 0.858% | |
3/6/2023 | OLD Mission Capital LLC | 40,228 | $2.42M | 0.1% | N/A | 1.676% | |
2/13/2023 | Bessemer Group Inc. | 16,317 | $981K | 0.0% | +356.2% | 0.680% | |
2/13/2023 | Tcwp LLC | 3,768 | $227K | 0.0% | N/A | 0.157% | |
2/8/2023 | UBS Group AG | 34,328 | $2.07M | 0.0% | +16.3% | 1.430% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,332 | $200K | 0.0% | N/A | 0.139% | |
2/7/2023 | Addison Advisors LLC | 1,104 | $66K | 0.0% | -23.9% | 0.046% | |
2/1/2023 | Cedar Brook Financial Partners LLC | 20,225 | $1.22M | 0.3% | +2.2% | 0.843% | |
11/14/2022 | Maryland Capital Management | 20,424 | $1.12M | 0.1% | +2.6% | 0.834% | |
11/14/2022 | Pictet Asset Management SA | 300,446 | $16.45M | 0.0% | -38.9% | 12.263% | |