7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,044 | $270K | 0.0% | N/A | 0.383% | |
7/22/2025 | Grimes & Company Inc. | 170,134 | $6.51M | 0.2% | N/A | 9.246% | |
7/22/2025 | Yoder Wealth Management Inc. | 32,250 | $1.23M | 0.6% | +1.5% | 1.753% | |
7/17/2025 | Walker Asset Management LLC | 20,565 | $787K | 0.5% | -8.2% | 1.106% | |
7/11/2025 | Farther Finance Advisors LLC | 64,859 | $2.48M | 0.0% | -5.0% | 3.525% | |
7/10/2025 | Worth Asset Management LLC | 6,841 | $262K | 0.1% | -25.8% | 0.372% | |
7/8/2025 | Legacy Private Trust Co. | 37,170 | $1.42M | 0.1% | -3.7% | 2.054% | |
6/27/2025 | Goldman Sachs Group Inc. | 9,497 | $336K | 0.0% | -44.3% | 0.525% | |
5/19/2025 | Jane Street Group LLC | 5,817 | $206K | 0.0% | N/A | 0.334% | |
5/16/2025 | Goldman Sachs Group Inc. | 9,497 | $336K | 0.0% | -44.3% | 0.546% | |
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5/16/2025 | NewEdge Advisors LLC | 41,107 | $1.46M | 0.0% | +215.5% | 2.362% | |
5/14/2025 | Freedom Investment Management Inc. | 9,458 | $335K | 0.0% | -12.5% | 0.544% | |
5/14/2025 | PGIM Custom Harvest LLC | 27,532 | $974K | 0.0% | -8.7% | 1.582% | |
5/13/2025 | Raymond James Financial Inc. | 172,328 | $6.10M | 0.0% | -1.7% | 9.904% | |
5/13/2025 | HighTower Advisors LLC | 179,744 | $6.36M | 0.0% | -17.3% | 10.330% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,956 | $211K | 0.0% | -23.1% | 0.342% | |
4/15/2025 | Walker Asset Management LLC | 22,405 | $793K | 0.5% | -2.2% | 1.589% | |
4/14/2025 | Farther Finance Advisors LLC | 68,303 | $2.41M | 0.1% | +6,830,200.0% | 4.844% | |
4/9/2025 | Worth Asset Management LLC | 9,216 | $326K | 0.2% | -17.6% | 0.654% | |
4/4/2025 | Legacy Private Trust Co. | 38,614 | $1.37M | 0.1% | +17.3% | 2.882% | |
2/17/2025 | Bank of America Corp DE | 47,657 | $1.63M | 0.0% | -1.4% | 2.081% | |
2/14/2025 | Lido Advisors LLC | 8,518 | $291K | 0.0% | +21.5% | 0.372% | |
2/14/2025 | Freedom Investment Management Inc. | 10,808 | $370K | 0.0% | -9.5% | 0.472% | |
2/13/2025 | NewEdge Advisors LLC | 13,030 | $446K | 0.0% | N/A | 0.569% | |
2/13/2025 | Raymond James Financial Inc. | 175,272 | $6.00M | 0.0% | N/A | 7.654% | |
2/12/2025 | OLD Mission Capital LLC | 12,483 | $427K | 0.0% | N/A | 0.545% | |
2/11/2025 | LPL Financial LLC | 16,667 | $570K | 0.0% | -38.4% | 0.728% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 10,840 | $371K | 0.0% | N/A | 0.473% | |
2/7/2025 | HighTower Advisors LLC | 217,423 | $7.44M | 0.0% | -0.6% | 9.494% | |
2/6/2025 | Raymond James Financial Inc. | 175,272 | $6.00M | 0.0% | N/A | 7.654% | |
1/31/2025 | Atria Wealth Solutions Inc. | 16,288 | $557K | 0.0% | -1.8% | 0.711% | |
1/31/2025 | Sanctuary Advisors LLC | 12,269 | $434K | 0.0% | -9.5% | 0.536% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 7,742 | $265K | 0.0% | N/A | 0.338% | |
1/24/2025 | Yoder Wealth Management Inc. | 31,939 | $1.09M | 0.6% | +4.7% | 1.395% | |
1/21/2025 | RFG Advisory LLC | 176,608 | $6.04M | 0.2% | +2.4% | 7.712% | |
1/15/2025 | Walker Asset Management LLC | 22,917 | $784K | 0.5% | -4.0% | 1.001% | |
1/14/2025 | SignalPoint Asset Management LLC | 70,362 | $2.41M | 0.6% | -7.5% | 3.073% | |
1/8/2025 | Legacy Private Trust Co. | 32,915 | $1.13M | 0.1% | -4.1% | 1.437% | |
1/8/2025 | Worth Asset Management LLC | 11,180 | $382K | 0.2% | +12.4% | 0.488% | |
11/25/2024 | Sanctuary Advisors LLC | 13,550 | $480K | 0.0% | -2.4% | 0.592% | |
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11/15/2024 | Jane Street Group LLC | 11,948 | $391K | 0.0% | N/A | 0.522% | |
11/15/2024 | HighTower Advisors LLC | 218,693 | $7.17M | 0.0% | -1.6% | 9.550% | |
11/13/2024 | Freedom Investment Management Inc. | 11,941 | $391K | 0.0% | -6.2% | 0.521% | |
11/12/2024 | Great Valley Advisor Group Inc. | 8,302 | $272K | 0.0% | -15.4% | 0.363% | |
10/23/2024 | Walker Asset Management LLC | 23,877 | $781K | 0.5% | -2.7% | 1.043% | |
10/23/2024 | Yoder Wealth Management Inc. | 30,491 | $997K | 0.6% | +2.6% | 1.331% | |
10/17/2024 | RFG Advisory LLC | 172,463 | $5.64M | 0.2% | +2.1% | 7.531% | |
10/9/2024 | Worth Asset Management LLC | 9,943 | $325K | 0.2% | -20.9% | 0.434% | |
10/8/2024 | Legacy Private Trust Co. | 34,314 | $1.12M | 0.1% | +3.9% | 1.498% | |
10/7/2024 | SignalPoint Asset Management LLC | 76,034 | $2.48M | 0.6% | +0.7% | 3.320% | |
9/5/2024 | Sanctuary Advisors LLC | 13,890 | $394K | 0.0% | N/A | 0.607% | |
8/21/2024 | Truist Financial Corp | 233,844 | $6.94M | 0.0% | +1.2% | 10.212% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,925 | $86K | 0.0% | +2,739.8% | 0.128% | |
8/8/2024 | Envestnet Asset Management Inc. | 232,494 | $6.90M | 0.0% | +0.5% | 10.153% | |
7/19/2024 | Raymond James & Associates | 48,682 | $1.45M | 0.0% | -75.0% | 2.126% | |
7/15/2024 | RFG Advisory LLC | 168,842 | $5.01M | 0.2% | +3.4% | 7.373% | |
7/11/2024 | Worth Asset Management LLC | 12,567 | $373K | 0.2% | N/A | 0.549% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 132,595 | $3.95M | 0.0% | -63.3% | 5.457% | |
4/22/2024 | Raymond James & Associates | 194,906 | $5.81M | 0.0% | -0.4% | 8.021% | |
4/19/2024 | Yoder Wealth Management Inc. | 28,958 | $863K | 0.6% | +31.9% | 1.192% | |
4/11/2024 | SignalPoint Asset Management LLC | 74,970 | $2.24M | 0.6% | -0.5% | 3.845% | |
4/11/2024 | RFG Advisory LLC | 163,298 | $4.87M | 0.2% | +1.5% | 8.374% | |
4/10/2024 | Legacy Private Trust Co. | 40,453 | $1.21M | 0.1% | +50.0% | 2.075% | |
2/13/2024 | Exencial Wealth Advisors LLC | 9,883 | $290K | 0.0% | N/A | 0.507% | |
2/13/2024 | Laurel Wealth Advisors LLC | 925 | $27K | 0.0% | N/A | 0.047% | |
2/12/2024 | Laidlaw Wealth Management LLC | 7,742 | $227K | 0.1% | N/A | 0.397% | |
2/7/2024 | Principal Securities Inc. | 6,898 | $202K | 0.0% | N/A | 0.354% | |
2/6/2024 | Great Valley Advisor Group Inc. | 9,989 | $293K | 0.0% | N/A | 0.512% | |
2/2/2024 | Truist Financial Corp | 228,836 | $6.71M | 0.0% | N/A | 11.735% | |
2/2/2024 | Yoder Wealth Management Inc. | 21,962 | $644K | 0.5% | N/A | 1.126% | |
2/2/2024 | Atria Wealth Solutions Inc. | 15,319 | $449K | 0.0% | N/A | 0.786% | |
1/25/2024 | RFG Advisory LLC | 160,813 | $4.72M | 0.2% | N/A | 8.247% | |
1/17/2024 | SignalPoint Asset Management LLC | 75,361 | $2.21M | 0.6% | N/A | 3.865% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 360,810 | $10.58M | 0.0% | N/A | 18.503% | |
1/16/2024 | Raymond James & Associates | 195,673 | $5.74M | 0.0% | N/A | 10.035% | |