1/15/2025 | Sax Wealth Advisors LLC | 25,754 | $895K | 0.1% | N/A | 0.706% | |
1/14/2025 | Rovin Capital UT ADV | 24,600 | $855K | 0.3% | +5.7% | 0.674% | |
1/14/2025 | Park Avenue Securities LLC | 24,481 | $850K | 0.0% | +1.3% | 0.671% | |
1/14/2025 | Signal Advisors Wealth LLC | 123,588 | $4.33M | 0.5% | +98.1% | 3.386% | |
1/13/2025 | Ellenbecker Investment Group | 48,064 | $1.67M | 0.3% | N/A | 1.317% | |
1/13/2025 | PFW Advisors LLC | 136,556 | $4.74M | 1.5% | N/A | 3.741% | |
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1/13/2025 | Claro Advisors LLC | 27,708 | $963K | 0.1% | N/A | 0.759% | |
1/3/2025 | First Citizens Financial Corp | 36,552 | $1.27M | 0.7% | +7.8% | 1.001% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 21,466 | $769K | 0.2% | +9.5% | 0.588% | |
11/15/2024 | MML Investors Services LLC | 64,572 | $2.31M | 0.0% | +9.2% | 1.769% | |
11/15/2024 | Hilltop Holdings Inc. | 8,483 | $304K | 0.0% | N/A | 0.232% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 21,466 | $769K | 0.2% | +9.5% | 0.588% | |
11/14/2024 | Flow Traders U.S. LLC | 6,691 | $240K | 0.0% | N/A | 0.183% | |
11/13/2024 | Townsquare Capital LLC | 111,929 | $4.01M | 0.0% | +1.4% | 3.067% | |
11/8/2024 | PNC Financial Services Group Inc. | 35,421 | $1.27M | 0.0% | +3,593.5% | 0.970% | |
11/6/2024 | OneDigital Investment Advisors LLC | 15,798 | $566K | 0.0% | -64.8% | 0.433% | |
11/1/2024 | Rovin Capital UT ADV | 23,280 | $833K | 0.3% | +2.2% | 0.638% | |
10/28/2024 | CacheTech Inc. | 115,267 | $4.13M | 0.9% | +7.4% | 3.158% | |
10/28/2024 | Austin Wealth Management LLC | 9,617 | $341K | 0.1% | +28.8% | 0.263% | |
10/22/2024 | Private Advisor Group LLC | 9,490 | $340K | 0.0% | N/A | 0.260% | |
10/3/2024 | Park Avenue Securities LLC | 24,165 | $865K | 0.0% | -3.5% | 0.662% | |
8/14/2024 | Bank of Montreal Can | 11,695 | $404K | 0.0% | N/A | 0.320% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 19,609 | $676K | 0.2% | -7.7% | 0.537% | |
8/8/2024 | Envestnet Asset Management Inc. | 211,898 | $7.31M | 0.0% | -20.5% | 5.805% | |
7/26/2024 | Financial Connections Group Inc. | 17,761 | $612K | 0.3% | -10.9% | 0.487% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,159 | $316K | 0.0% | -52.7% | 0.251% | |
7/16/2024 | Foguth Wealth Management LLC. | 36,272 | $1.25M | 0.6% | N/A | 0.994% | |
7/15/2024 | Fifth Third Securities Inc. | 67,310 | $2.32M | 0.2% | N/A | 1.844% | |
7/10/2024 | PFW Advisors LLC | 134,680 | $4.65M | 1.5% | -2.2% | 3.690% | |
7/9/2024 | Park Avenue Securities LLC | 25,035 | $863K | 0.0% | -22.2% | 0.686% | |
5/31/2024 | First Citizens Financial Corp | 33,283 | $1.17M | 0.7% | +2.3% | 0.912% | |
5/20/2024 | Adams Wealth Management | 93,238 | $3.27M | 0.8% | +23.1% | 2.554% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,377 | $679K | 0.0% | N/A | 0.538% | |
5/4/2024 | Financial Connections Group Inc. | 19,923 | $698K | 0.8% | -15.2% | 0.553% | |
4/22/2024 | Rovin Capital UT ADV | 22,947 | $804K | 0.3% | +11.4% | 0.632% | |
4/11/2024 | PFW Advisors LLC | 137,753 | $4.83M | 1.5% | +6.7% | 5.009% | |
4/10/2024 | Park Avenue Securities LLC | 32,192 | $1.13M | 0.0% | +6.4% | 1.171% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 4,732 | $165K | 0.1% | +407.7% | 0.172% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 19,492 | $678K | 0.3% | +22.6% | 0.709% | |
2/12/2024 | Adams Wealth Management | 75,765 | $2.64M | 0.8% | +3.0% | 2.755% | |
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2/9/2024 | BlackDiamond Wealth Management LLC | 6,965 | $240K | 0.2% | +7.7% | 0.253% | |
2/2/2024 | Truist Financial Corp | 13,242 | $461K | 0.0% | N/A | 0.482% | |
2/1/2024 | CWM LLC | 8,273 | $288K | 0.0% | N/A | 0.301% | |
1/26/2024 | Financial Connections Group Inc. | 23,487 | $817K | 0.5% | +1.9% | 0.854% | |
1/22/2024 | Wright Fund Management LLC | 224,700 | $7.82M | 0.4% | +49.8% | 8.171% | |
1/22/2024 | PFW Advisors LLC | 129,138 | $4.49M | 1.4% | -4.5% | 4.696% | |
1/16/2024 | Raymond James & Associates | 14,000 | $487K | 0.0% | N/A | 0.509% | |
1/11/2024 | First Citizens Financial Corp | 32,529 | $1.13M | 0.7% | +51.7% | 1.183% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 15,904 | $531K | 0.2% | +114.0% | 0.578% | |
11/13/2023 | Envestnet Asset Management Inc. | 101,751 | $3.40M | 0.0% | N/A | 3.700% | |
11/6/2023 | Financial Connections Group Inc. | 23,060 | $770K | 0.9% | -25.0% | 0.839% | |
11/1/2023 | Orion Portfolio Solutions LLC | 27,530 | $920K | 0.0% | +7.6% | 1.001% | |
10/26/2023 | Park Avenue Securities LLC | 25,027 | $836K | 0.0% | N/A | 0.910% | |
10/25/2023 | Rovin Capital UT ADV | 20,485 | $684K | 0.3% | +9.0% | 0.745% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,918 | $432K | 0.0% | -2.5% | 0.470% | |
10/16/2023 | PFW Advisors LLC | 135,159 | $4.52M | 1.6% | +0.7% | 4.915% | |
10/13/2023 | First Citizens Financial Corp | 21,438 | $716K | 0.5% | +23.8% | 0.780% | |
8/9/2023 | Rovin Capital UT ADV | 18,790 | $640K | 0.3% | +5.5% | 0.683% | |
7/31/2023 | LPL Financial LLC | 47,431 | $1.62M | 0.0% | +14.0% | 1.725% | |
7/31/2023 | Wright Fund Management LLC | 150,000 | $5.11M | 0.2% | N/A | 5.455% | |
7/14/2023 | Financial Connections Group Inc. | 30,747 | $1.05M | 0.7% | -36.1% | 1.160% | |
7/11/2023 | Advisory Resource Group | 82,593 | $2.81M | 0.8% | +4.0% | 3.117% | |
7/7/2023 | First Citizens Financial Corp | 17,317 | $590K | 0.4% | N/A | 0.653% | |
5/10/2023 | Resources Investment Advisors LLC. | 77,978 | $2.67M | 0.1% | +1.9% | 3.022% | |
5/5/2023 | Financial Connections Group Inc. | 48,122 | $1.65M | 1.2% | +6.4% | 1.865% | |
5/3/2023 | Adams Wealth Management | 79,925 | $2.73M | 0.9% | -42.1% | 3.098% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,853 | $63K | 0.0% | N/A | 0.072% | |
4/13/2023 | Powers Advisory Group LLC | 7,920 | $271K | 0.2% | -5.9% | 0.307% | |
4/5/2023 | Rovin Capital UT ADV | 17,812 | $609K | 0.3% | +2.4% | 0.677% | |
2/17/2023 | Adams Wealth Management | 138,066 | $4.64M | 1.6% | -13.8% | 5.351% | |
2/15/2023 | Financial Connections Group Inc. | 45,244 | $1.52M | 1.2% | +6.3% | 1.754% | |
2/8/2023 | Orion Portfolio Solutions LLC | 13,575 | $456K | 0.0% | +111.5% | 0.526% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,201 | $477K | 0.0% | -6.5% | 0.550% | |
2/7/2023 | LPL Financial LLC | 43,897 | $1.48M | 0.0% | -38.8% | 1.701% | |
2/2/2023 | Resources Investment Advisors LLC. | 76,526 | $2.57M | 0.1% | -3.9% | 2.966% | |
1/24/2023 | Rovin Capital UT ADV | 17,392 | $585K | 0.3% | +3.3% | 0.674% | |
1/20/2023 | Powers Advisory Group LLC | 8,420 | $283K | 0.2% | -35.8% | 0.326% | |
11/15/2022 | Flow Traders U.S. LLC | 10,390 | $341K | 0.0% | -38.5% | 0.400% | |
11/10/2022 | Adams Wealth Management | 160,253 | $5.27M | 2.0% | -23.7% | 6.164% | |
11/9/2022 | Orion Portfolio Solutions LLC | 6,419 | $211K | 0.0% | N/A | 0.247% | |
11/8/2022 | Resources Investment Advisors LLC. | 79,641 | $2.62M | 0.1% | -6.1% | 3.063% | |
11/8/2022 | BTS Asset Management Inc. | 8,969 | $361K | 1.1% | -7.3% | 0.345% | |
11/4/2022 | Prudential Financial Inc. | 1,526,600 | $50.16M | 0.1% | -0.3% | 58.715% | |
11/1/2022 | Financial Connections Group Inc. | 42,566 | $1.40M | 1.2% | N/A | 1.637% | |
10/25/2022 | Rovin Capital UT ADV | 16,835 | $553K | 0.3% | -3.3% | 0.648% | |
10/21/2022 | TFC Financial Management | 750 | $25K | 0.0% | N/A | 0.029% | |
10/14/2022 | Powers Advisory Group LLC | 13,120 | $431K | 0.3% | -5.6% | 0.505% | |
8/16/2022 | Prudential Financial Inc. | 1,531,600 | $52.11M | 0.1% | +10.5% | 58.908% | |
8/13/2022 | Flow Traders U.S. LLC | 16,897 | $575K | 0.0% | +16.9% | 0.650% | |
8/11/2022 | KerberRose Wealth Management LLC | 54,701 | $1.86M | 1.5% | N/A | 2.104% | |
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8/8/2022 | Resources Investment Advisors LLC. | 84,800 | $2.89M | 0.1% | +28.8% | 3.262% | |
8/8/2022 | TownSquare Capital LLC | 6,878 | $234K | 0.0% | -44.5% | 0.265% | |
8/4/2022 | BTS Asset Management Inc. | 9,675 | $329K | 0.7% | +10.9% | 0.372% | |
8/1/2022 | Dfpg Investments LLC | 12,551 | $434K | 0.2% | -2.3% | 0.483% | |
7/22/2022 | Rovin Capital UT ADV | 17,416 | $592K | 0.4% | +2.5% | 0.670% | |
7/21/2022 | Advisory Resource Group | 41,744 | $1.42M | 0.5% | +12.1% | 1.606% | |
7/20/2022 | Adams Wealth Management | 209,902 | $7.14M | 2.7% | -1.6% | 8.073% | |
7/19/2022 | Commonwealth Equity Services LLC | 12,397 | $421K | 0.0% | -25.4% | 0.477% | |
6/13/2022 | Rovin Capital UT ADV | 16,991 | $648K | 0.3% | -3.4% | 0.641% | |
5/5/2022 | Resources Investment Advisors LLC. | 65,847 | $2.51M | 0.1% | +101.1% | 2.608% | |