8/21/2024 | Truist Financial Corp | 129,001 | $3.01M | 0.0% | -1.8% | 5.609% | |
8/16/2024 | NewEdge Advisors LLC | 40,182 | $939K | 0.0% | -62.7% | 1.747% | |
7/26/2024 | Breakwater Capital Group | 23,047 | $538K | 0.1% | +4.2% | 1.002% | |
7/18/2024 | Prairiewood Capital LLC | 71,044 | $1.66M | 0.8% | -3.3% | 3.089% | |
7/16/2024 | Insight Advisors LLC PA | 16,457 | $384K | 0.1% | +13.4% | 0.716% | |
5/14/2024 | CreativeOne Wealth LLC | 93,505 | $2.19M | 0.1% | +117.6% | 4.065% | |
|
5/7/2024 | Insight Advisors LLC PA | 14,516 | $340K | 0.1% | -9.5% | 0.631% | |
4/30/2024 | Private Advisor Group LLC | 64,841 | $1.52M | 0.0% | +17.6% | 2.819% | |
4/26/2024 | Prairiewood Capital LLC | 73,504 | $1.72M | 0.8% | -2.1% | 3.267% | |
4/18/2024 | Breakwater Capital Group | 22,116 | $519K | 0.1% | -8.9% | 0.983% | |
2/9/2024 | CreativeOne Wealth LLC | 42,973 | $1.02M | 0.1% | +206.1% | 2.262% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,832 | $257K | 0.0% | -12.8% | 0.570% | |
2/6/2024 | Private Advisor Group LLC | 55,116 | $1.31M | 0.0% | +55.5% | 2.901% | |
1/16/2024 | Prairiewood Capital LLC | 75,044 | $1.78M | 0.9% | -3.6% | 3.950% | |
11/13/2023 | LPL Financial LLC | 200,007 | $4.51M | 0.0% | +35.5% | 10.527% | |
11/13/2023 | Kestra Advisory Services LLC | 9,882 | $223K | 0.0% | +7.6% | 0.520% | |
11/6/2023 | Breakwater Capital Group | 24,549 | $552K | 0.2% | N/A | 1.292% | |
11/3/2023 | Private Advisor Group LLC | 35,449 | $800K | 0.0% | +29.8% | 1.866% | |
10/17/2023 | CreativeOne Wealth LLC | 14,041 | $317K | 0.0% | N/A | 0.739% | |
10/12/2023 | Prairiewood Capital LLC | 77,853 | $1.76M | 1.1% | +13.5% | 4.098% | |
8/10/2023 | Private Advisor Group LLC | 27,312 | $630K | 0.0% | N/A | 1.437% | |
8/10/2023 | Cetera Investment Advisers | 20,897 | $482K | 0.0% | N/A | 1.100% | |
8/3/2023 | Dearborn Partners LLC | 49,128 | $1.13M | 0.0% | N/A | 2.586% | |
8/3/2023 | Bank of New York Mellon Corp | 207,723 | $4.79M | 0.0% | N/A | 10.933% | |
8/2/2023 | Bank of Montreal Can | 31,500 | $742K | 0.0% | N/A | 1.658% | |
7/31/2023 | LPL Financial LLC | 147,600 | $3.41M | 0.0% | +28.0% | 7.768% | |
7/24/2023 | Prairiewood Capital LLC | 68,572 | $1.58M | 1.1% | +5.4% | 4.034% | |
7/11/2023 | Brookstone Capital Management | 27,098 | $620K | 0.0% | -3.8% | 1.594% | |
5/10/2023 | LPL Financial LLC | 115,303 | $2.70M | 0.0% | -42.0% | 8.236% | |
5/3/2023 | Insight Advisors LLC PA | 16,146 | $379K | 0.1% | +7.2% | 1.153% | |
4/28/2023 | Avantax Advisory Services Inc. | 12,367 | $290K | 0.0% | -88.4% | 0.883% | |
4/19/2023 | Prairiewood Capital LLC | 65,070 | $1.53M | 1.0% | +20.6% | 4.648% | |
4/19/2023 | Brookstone Capital Management | 28,182 | $660K | 0.0% | -7.9% | 2.013% | |
2/21/2023 | Insight Advisors LLC PA | 15,068 | $347K | 0.1% | -8.0% | 1.039% | |
2/7/2023 | LPL Financial LLC | 198,672 | $4.57M | 0.0% | +89.0% | 13.702% | |
1/20/2023 | Prairiewood Capital LLC | 53,947 | $1.24M | 0.9% | +9.3% | 3.173% | |
1/9/2023 | Brookstone Capital Management | 30,601 | $714K | 0.0% | -7.8% | 1.855% | |
12/12/2022 | Insight Advisors LLC PA | 16,383 | $369K | 0.1% | -8.7% | 1.311% | |
11/2/2022 | Avantax Advisory Services Inc. | 108,179 | $2.44M | 0.0% | +16.3% | 8.654% | |
10/14/2022 | Brookstone Capital Management | 33,189 | $745K | 0.0% | -8.7% | 2.655% | |
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10/13/2022 | Prairiewood Capital LLC | 49,363 | $1.11M | 0.9% | +6.7% | 3.949% | |
8/12/2022 | Strategic Blueprint LLC | 10,496 | $246K | 0.0% | N/A | 0.840% | |
8/11/2022 | Insight Advisors LLC PA | 17,939 | $432K | 0.1% | -23.1% | 1.435% | |
8/2/2022 | Avantax Advisory Services Inc. | 93,027 | $2.18M | 0.0% | +4.3% | 7.442% | |
7/29/2022 | Total Clarity Wealth Management Inc. | 1,500 | $35K | 0.0% | N/A | 0.120% | |
7/13/2022 | Prairiewood Capital LLC | 46,276 | $1.09M | 0.9% | +1.3% | 3.191% | |
7/11/2022 | Brookstone Capital Management | 36,347 | $855K | 0.0% | -23.7% | 2.507% | |
6/2/2022 | Insight Advisors LLC PA | 23,329 | $576K | 0.2% | -16.0% | 1.505% | |
5/13/2022 | Insight Advisors LLC PA | 23,329 | $576K | 0.2% | -16.0% | 1.505% | |
5/3/2022 | Capital Investment Advisory Services LLC | 17,809 | $440K | 0.0% | -2.7% | 1.149% | |
4/28/2022 | Evensky & Katz LLC | 6,897 | $170K | 0.0% | -9.9% | 0.445% | |
4/27/2022 | Avantax Advisory Services Inc. | 89,178 | $2.21M | 0.0% | +12.3% | 5.753% | |
4/20/2022 | Prairiewood Capital LLC | 45,688 | $1.13M | 0.8% | +14.9% | 2.948% | |
4/12/2022 | Brookstone Capital Management | 47,621 | $1.15M | 0.0% | -47.0% | 3.072% | |
2/7/2022 | Benjamin Edwards Inc. | 14,351 | $376K | 0.1% | +2.9% | 0.897% | |
2/3/2022 | Total Clarity Wealth Management Inc. | 1,500 | $39K | 0.0% | N/A | 0.094% | |
2/1/2022 | Capital Investment Advisory Services LLC | 18,298 | $479K | 0.1% | -5.2% | 1.144% | |
1/31/2022 | CWM LLC | 1,681 | $44K | 0.0% | N/A | 0.105% | |
1/24/2022 | Avantax Advisory Services Inc. | 79,436 | $2.08M | 0.0% | +6.7% | 4.965% | |
1/20/2022 | Prairiewood Capital LLC | 39,754 | $1.04M | 0.8% | -6.1% | 2.485% | |
1/20/2022 | Parallel Advisors LLC | 2,000 | $52K | 0.0% | -50.0% | 0.125% | |
1/19/2022 | Newbridge Financial Services Group Inc. | 3,462 | $91K | 0.0% | N/A | 0.216% | |
1/11/2022 | Brookstone Capital Management | 89,853 | $2.33M | 0.0% | -12.3% | 5.446% | |
11/16/2021 | LPL Financial LLC | 109,072 | $2.92M | 0.0% | +3.2% | 6.060% | |
11/15/2021 | Invesco Ltd. | 148,622 | $3.98M | 0.0% | +41.8% | 8.257% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,460 | $38K | 0.0% | -31.0% | 0.081% | |
11/3/2021 | Brookstone Capital Management | 102,415 | $2.74M | 0.0% | -4.6% | 5.690% | |
11/2/2021 | Benjamin Edwards Inc. | 13,943 | $373K | 0.2% | -53.1% | 0.775% | |
10/27/2021 | Dearborn Partners LLC | 23,096 | $618K | 0.0% | -47.9% | 1.283% | |
10/21/2021 | Avantax Advisory Services Inc. | 74,414 | $1.99M | 0.0% | +18.8% | 4.022% | |
10/6/2021 | Evensky & Katz LLC | 7,728 | $207K | 0.0% | -19.1% | 0.418% | |
8/17/2021 | Invesco Ltd. | 104,791 | $2.82M | 0.0% | +53.2% | 5.374% | |
8/17/2021 | Citadel Advisors LLC | 125,643 | $3.39M | 0.0% | -4.0% | 6.443% | |
8/16/2021 | Royal Bank of Canada | 8,188 | $220K | 0.0% | +16.1% | 0.420% | |
8/12/2021 | Insight Advisors LLC PA | 31,617 | $859K | 0.3% | -11.2% | 1.621% | |
8/11/2021 | Bank of New York Mellon Corp | 164,833 | $4.44M | 0.0% | +3.9% | 8.453% | |
8/11/2021 | Susquehanna International Group LLP | 20,233 | $545K | 0.0% | -22.5% | 1.038% | |
8/4/2021 | Evensky & Katz LLC | 9,558 | $258K | 0.0% | -5.3% | 0.490% | |
8/2/2021 | Advisor Group Holdings Inc. | 2,116 | $56K | 0.0% | +26.3% | 0.109% | |
7/27/2021 | Capital Investment Advisory Services LLC | 19,286 | $520K | 0.1% | -5.9% | 1.015% | |
7/17/2021 | Brookstone Capital Management | 107,364 | $2.90M | 0.1% | N/A | 5.651% | |
5/28/2021 | FormulaFolio Investments LLC | 67,101 | $1.80M | 0.6% | -48.4% | 3.532% | |
5/18/2021 | Citadel Advisors LLC | 130,919 | $3.49M | 0.0% | -2.1% | 6.890% | |
5/18/2021 | Jane Street Group LLC | 64,392 | $1.72M | 0.0% | +41.3% | 3.389% | |
5/17/2021 | Royal Bank of Canada | 7,051 | $188K | 0.0% | -71.3% | 0.371% | |
5/14/2021 | Benjamin Edwards Inc. | 30,007 | $799K | 0.6% | -3.9% | 1.579% | |
5/13/2021 | Avantax Advisory Services Inc. | 56,622 | $1.51M | 0.0% | -3.1% | 2.980% | |
5/13/2021 | Bank of New York Mellon Corp | 158,598 | $4.23M | 0.0% | +1.2% | 8.347% | |
5/12/2021 | UBS Group AG | 1,393 | $37K | 0.0% | +83.5% | 0.073% | |
5/7/2021 | Syverson Strege & Co | 9,366 | $250K | 0.3% | -7.2% | 0.480% | |
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5/5/2021 | Capital Investment Advisory Services LLC | 20,487 | $546K | 0.1% | -10.2% | 1.051% | |
4/29/2021 | Dearborn Partners LLC | 43,311 | $1.15M | 0.0% | +2.7% | 2.221% | |
4/13/2021 | Prairiewood Capital LLC | 42,168 | $1.12M | 1.0% | +2.1% | 2.162% | |
4/9/2021 | Evensky & Katz LLC | 10,090 | $269K | 0.0% | -75.2% | 0.517% | |
3/2/2021 | FormulaFolio Investments LLC | 129,995 | $3.57M | 0.1% | -7.3% | 6.666% | |
2/17/2021 | Jane Street Group LLC | 45,568 | $1.25M | 0.0% | +8.5% | 2.278% | |
2/12/2021 | LPL Financial LLC | 97,779 | $2.69M | 0.0% | +27.4% | 4.889% | |
2/12/2021 | Wolverine Trading LLC | 15,429 | $424K | 0.0% | -55.2% | 0.771% | |
2/9/2021 | Bank of New York Mellon Corp | 156,766 | $4.31M | 0.0% | -19.1% | 7.838% | |
2/3/2021 | Syverson Strege & Co | 10,095 | $277K | 0.3% | N/A | 0.505% | |