4/19/2024 | Capital Wealth Management LLC | 15,970 | $382K | 0.2% | -24.1% | 2.129% | |
4/12/2024 | Fermata Advisors LLC | 32,692 | $781K | 0.2% | -70.9% | 4.359% | |
1/29/2024 | Hartford Financial Management Inc. | 2,781 | $67K | 0.0% | N/A | 0.265% | |
1/19/2024 | Fermata Advisors LLC | 112,199 | $2.69M | 0.6% | +38.9% | 10.686% | |
11/8/2023 | Platform Technology Partners | 18,215 | $428K | 0.2% | -6.5% | 1.735% | |
11/8/2023 | Atria Wealth Solutions Inc. | 16,402 | $386K | 0.0% | +6.0% | 1.562% | |
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11/7/2023 | Fermata Advisors LLC | 80,752 | $1.90M | 0.5% | N/A | 7.691% | |
7/12/2023 | Platform Technology Partners | 19,490 | $459K | 0.2% | -24.4% | 1.299% | |
5/8/2023 | Capital Wealth Management LLC | 21,029 | $499K | 0.3% | -32.6% | 1.357% | |
4/13/2023 | Fermata Advisors LLC | 35,181 | $836K | 0.5% | -57.7% | 2.270% | |
4/4/2023 | Platform Technology Partners | 25,787 | $612K | 0.3% | -9.4% | 1.664% | |
2/13/2023 | Atria Wealth Solutions Inc. | 15,675 | $370K | 0.0% | N/A | 1.011% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,509 | $200K | 0.0% | -7.1% | 0.549% | |
2/2/2023 | Capital Wealth Management LLC | 31,222 | $737K | 0.5% | -8.9% | 2.014% | |
1/18/2023 | Bond & Devick Financial Network Inc. | 155,157 | $3.66M | 2.6% | +2.7% | 10.010% | |
1/11/2023 | Platform Technology Partners | 28,456 | $671K | 0.3% | -1.7% | 1.836% | |
11/15/2022 | Fermata Advisors LLC | 84,089 | $1.97M | 0.6% | -2.0% | 5.799% | |
10/28/2022 | Capital Wealth Management LLC | 34,281 | $803K | 0.6% | -3.1% | 2.364% | |
10/19/2022 | Bond & Devick Financial Network Inc. | 151,054 | $3.54M | 2.9% | +0.3% | 10.418% | |
8/9/2022 | Fermata Advisors LLC | 85,793 | $2.05M | 0.7% | +148.0% | 5.362% | |
8/9/2022 | Capital Wealth Management LLC | 35,362 | $843K | 0.6% | +71.3% | 2.210% | |
8/4/2022 | Platform Technology Partners | 28,945 | $690K | 0.4% | -14.7% | 1.809% | |
7/18/2022 | Bond & Devick Financial Network Inc. | 150,585 | $3.59M | 3.1% | -40.9% | 8.858% | |
5/10/2022 | Capital Wealth Management LLC | 20,640 | $500K | 0.3% | N/A | 1.179% | |
5/4/2022 | Commonwealth Equity Services LLC | 15,850 | $384K | 0.0% | +56.6% | 0.857% | |
5/3/2022 | Platform Technology Partners | 33,943 | $822K | 0.4% | -21.6% | 1.835% | |
4/29/2022 | Accel Wealth Management | 2,162 | $52K | 0.0% | -98.2% | 0.117% | |
4/26/2022 | Bond & Devick Financial Network Inc. | 254,858 | $6.18M | 4.9% | +3.0% | 13.776% | |
4/22/2022 | Fermata Advisors LLC | 34,588 | $838K | 0.3% | +19.8% | 1.870% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 17,958 | $447K | 0.0% | -56.5% | 0.898% | |
2/2/2022 | Fermata Advisors LLC | 28,871 | $718K | 0.3% | +91.5% | 1.444% | |
2/1/2022 | Platform Technology Partners | 43,291 | $1.08M | 0.5% | -18.5% | 2.165% | |
1/24/2022 | Bond & Devick Financial Network Inc. | 247,430 | $6.16M | 4.6% | N/A | 12.372% | |
1/18/2022 | Accel Wealth Management | 118,767 | $2.96M | 1.4% | +18.6% | 5.938% | |
1/14/2022 | Spire Wealth Management | 43,289 | $1.08M | 0.0% | +8,098.7% | 2.164% | |
1/6/2022 | Carroll Financial Associates Inc. | 579,662 | $14.43M | 0.8% | +6.9% | 30.509% | |
11/16/2021 | Cetera Advisor Networks LLC | 25,218 | $635K | 0.0% | +46.9% | 1.528% | |
11/4/2021 | Platform Technology Partners | 53,118 | $1.34M | 0.6% | -16.0% | 3.219% | |
11/4/2021 | Accel Wealth Management | 100,150 | $2.52M | 1.6% | +20.7% | 6.070% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 41,323 | $1.04M | 0.0% | -31.1% | 2.504% | |
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10/29/2021 | Fermata Advisors LLC | 15,080 | $380K | 0.2% | N/A | 0.914% | |
10/12/2021 | Koshinski Asset Management Inc. | 1,759 | $44K | 0.0% | N/A | 0.110% | |
10/7/2021 | Carroll Financial Associates Inc. | 542,080 | $13.66M | 0.8% | +31.0% | 33.880% | |
8/13/2021 | LPL Financial LLC | 18,184 | $459K | 0.0% | N/A | 1.299% | |
8/12/2021 | Prime Capital Investment Advisors LLC | 10,398 | $262K | 0.0% | N/A | 0.743% | |
8/5/2021 | Platform Technology Partners | 63,212 | $1.60M | 0.7% | N/A | 4.515% | |
8/3/2021 | Accel Wealth Management | 83,007 | $2.10M | 1.4% | N/A | 5.929% | |
5/18/2021 | Jane Street Group LLC | 16,456 | $415K | 0.0% | -56.1% | 1.266% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 60,278 | $1.52M | 0.0% | +7.0% | 4.637% | |
5/7/2021 | Spire Wealth Management | 13,455 | $339K | 0.0% | N/A | 1.035% | |
5/4/2021 | Commonwealth Equity Services LLC | 10,117 | $255K | 0.0% | -5.9% | 0.778% | |
4/6/2021 | Carroll Financial Associates Inc. | 343,758 | $8.67M | 0.5% | +39.1% | 29.892% | |
2/17/2021 | Jane Street Group LLC | 37,503 | $961K | 0.0% | +226.0% | 3.750% | |
1/8/2021 | Carroll Financial Associates Inc. | 247,124 | $6.34M | 0.4% | N/A | 26.013% | |
11/30/2020 | Platform Technology Partners | 76,245 | $1.97M | 1.2% | +213.1% | 8.026% | |
11/17/2020 | Jane Street Group LLC | 11,505 | $298K | 0.0% | N/A | 0.885% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 56,302 | $1.46M | 0.0% | -8.9% | 4.331% | |