2/9/2024 | Tidemark LLC | 1,179 | $48K | 0.0% | N/A | 0.049% | |
1/31/2024 | Institute for Wealth Management LLC. | 61,231 | $2.48M | 0.4% | -13.7% | 2.551% | |
1/26/2024 | Cerity Partners LLC | 5,100 | $207K | 0.0% | N/A | 0.213% | |
1/9/2024 | Beacon Capital Management LLC | 1,470 | $54K | 0.0% | +200.0% | 0.061% | |
11/16/2023 | McIlrath & Eck LLC | 738 | $27K | 0.0% | +200.0% | 0.031% | |
11/13/2023 | Clearstead Advisors LLC | 1,680 | $62K | 0.0% | +200.0% | 0.070% | |
|
11/9/2023 | Hamilton Point Investment Advisors LLC | 9,792 | $360K | 0.1% | +200.0% | 0.408% | |
11/9/2023 | Blair William & Co. IL | 990 | $36K | 0.0% | +200.0% | 0.041% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,903 | $70K | 0.0% | +46.3% | 0.079% | |
11/8/2023 | HighTower Advisors LLC | 7,146 | $262K | 0.0% | +200.0% | 0.298% | |
11/7/2023 | Clearstead Advisors LLC | 1,680 | $62K | 0.0% | +200.0% | 0.070% | |
11/2/2023 | Family Asset Management LLC | 750 | $28K | 0.0% | +200.0% | 0.031% | |
10/30/2023 | Sandy Spring Bank | 813 | $30K | 0.0% | +200.0% | 0.034% | |
10/25/2023 | Bellevue Asset Management LLC | 1,920 | $71K | 0.0% | +200.0% | 0.080% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 48,574 | $1.79M | 0.0% | +199.3% | 2.024% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,888 | $474K | 0.0% | +200.8% | 0.537% | |
10/20/2023 | Evanson Asset Management LLC | 6,021 | $221K | 0.0% | N/A | 0.251% | |
10/13/2023 | Institute for Wealth Management LLC. | 70,912 | $2.61M | 0.5% | +198.8% | 2.955% | |
7/31/2023 | LPL Financial LLC | 18,125 | $2.11M | 0.0% | +1.9% | 0.755% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,229 | $1.89M | 0.0% | -9.4% | 1.955% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 17,920 | $1.98M | 0.0% | -54.3% | 2.159% | |
5/9/2023 | Aptus Capital Advisors LLC | 1,300 | $144K | 0.0% | N/A | 0.157% | |
5/3/2023 | Family Asset Management LLC | 250 | $28K | 0.0% | N/A | 0.030% | |
4/25/2023 | Ridgewood Investments LLC | 1,441 | $159K | 0.1% | N/A | 0.174% | |
4/20/2023 | Institute for Wealth Management LLC. | 23,771 | $2.63M | 0.5% | -1.2% | 2.864% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 39,232 | $4.08M | 0.0% | +138.1% | 4.458% | |
2/7/2023 | LPL Financial LLC | 18,035 | $1.88M | 0.0% | +3.9% | 2.049% | |
2/2/2023 | Institute for Wealth Management LLC. | 24,071 | $2.50M | 0.5% | -0.5% | 2.735% | |
10/18/2022 | Institute for Wealth Management LLC. | 24,195 | $2.32M | 0.5% | -0.9% | 2.520% | |
10/4/2022 | Csenge Advisory Group | 6,628 | $634K | 0.1% | N/A | 0.683% | |
7/21/2022 | Sandy Spring Bank | 271 | $26K | 0.0% | N/A | 0.027% | |
7/19/2022 | Commonwealth Equity Services LLC | 4,318 | $407K | 0.0% | -6.6% | 0.436% | |
2/11/2022 | MAI Capital Management | 1,967 | $247K | 0.0% | N/A | 0.193% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 16,392 | $2.06M | 0.0% | +2.6% | 1.591% | |
1/31/2022 | Commonwealth Equity Services LLC | 4,694 | $589K | 0.0% | -2.2% | 0.451% | |
11/16/2021 | Cetera Advisor Networks LLC | 2,126 | $252K | 0.0% | +14.2% | 0.201% | |
11/15/2021 | Flow Traders U.S. LLC | 2,122 | $252K | 0.0% | N/A | 0.200% | |
11/15/2021 | HighTower Advisors LLC | 2,526 | $299K | 0.0% | N/A | 0.238% | |
11/10/2021 | Goldman Sachs Group Inc. | 10,839 | $1.29M | 0.0% | +14.3% | 1.023% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 15,976 | $1.90M | 0.0% | +4.8% | 1.507% | |
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10/29/2021 | Commonwealth Equity Services LLC | 4,799 | $569K | 0.0% | -4.3% | 0.453% | |
8/16/2021 | Royal Bank of Canada | 7,757 | $948K | 0.0% | -8.9% | 0.725% | |
8/13/2021 | LPL Financial LLC | 16,868 | $2.06M | 0.0% | +0.6% | 1.576% | |
8/12/2021 | Blair William & Co. IL | 330 | $40K | 0.0% | -23.3% | 0.031% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 15,248 | $1.86M | 0.0% | +13.7% | 1.425% | |
8/9/2021 | Bellevue Asset Management LLC | 640 | $78K | 0.0% | -11.7% | 0.060% | |
8/2/2021 | Advisor Group Holdings Inc. | 2,897 | $354K | 0.0% | -6.1% | 0.271% | |
5/18/2021 | Eaton Vance Management | 360 | $42K | 0.0% | N/A | 0.032% | |
5/18/2021 | Morgan Stanley | 14,324 | $1.66M | 0.0% | +1.2% | 1.290% | |
5/18/2021 | Citadel Advisors LLC | 9,257 | $1.07M | 0.0% | +5.5% | 0.865% | |
5/17/2021 | Royal Bank of Canada | 8,519 | $986K | 0.0% | +68.2% | 0.767% | |
5/17/2021 | Ameriprise Financial Inc. | 45,071 | $5.21M | 0.0% | +2.8% | 4.060% | |
5/13/2021 | Blair William & Co. IL | 430 | $50K | 0.0% | -58.3% | 0.039% | |
5/12/2021 | UBS Group AG | 10,459 | $1.21M | 0.0% | -3.3% | 0.942% | |
5/11/2021 | Novare Capital Management LLC | 1,835 | $212K | 0.0% | N/A | 0.165% | |
5/10/2021 | Hochman Cole Investment Advisors Inc. | 1,849 | $214K | 0.1% | N/A | 0.167% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 13,416 | $1.55M | 0.0% | +4.1% | 1.209% | |
5/7/2021 | Sowell Financial Services LLC | 473 | $57K | 0.0% | +89.2% | 0.043% | |
5/7/2021 | Fifth Third Bancorp | 738 | $85K | 0.0% | N/A | 0.066% | |
5/4/2021 | Institute for Wealth Management LLC. | 24,598 | $2.84M | 0.5% | -6.5% | 2.216% | |
4/19/2021 | North Star Investment Management Corp. | 325 | $38K | 0.0% | N/A | 0.029% | |
3/26/2021 | Susquehanna International Group LLP | 4,913 | $520K | 0.0% | -82.8% | 0.443% | |
2/17/2021 | IMC Chicago LLC | 13,803 | $1.46M | 0.0% | -22.9% | 1.232% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 12,882 | $1.36M | 0.0% | +10.3% | 1.150% | |
2/2/2021 | Mosaic Family Wealth LLC | 1,966 | $208K | 0.1% | N/A | 0.176% | |
2/1/2021 | Institute for Wealth Management LLC. | 26,304 | $2.79M | 0.6% | -1.0% | 2.349% | |
11/17/2020 | IMC Chicago LLC | 17,908 | $1.68M | 0.0% | -60.9% | 1.444% | |
11/13/2020 | Morgan Stanley | 18,735 | $1.75M | 0.0% | -0.6% | 1.511% | |
11/13/2020 | Cetera Advisor Networks LLC | 2,683 | $251K | 0.0% | -21.3% | 0.215% | |
11/9/2020 | LPL Financial LLC | 16,052 | $1.50M | 0.0% | -11.7% | 1.284% | |
11/5/2020 | Cullen Frost Bankers Inc. | 3,550 | $332K | 0.0% | N/A | 0.284% | |
11/5/2020 | Commonwealth Equity Services LLC | 8,109 | $759K | 0.0% | +5.2% | 0.649% | |
11/5/2020 | Wells Fargo & Company MN | 4,483 | $420K | 0.0% | -48.8% | 0.359% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 11,677 | $1.09M | 0.0% | -2.1% | 0.898% | |