10/31/2024 | Sittner & Nelson LLC | 4,700 | $237K | 0.1% | +17.5% | 0.041% | |
10/29/2024 | Farther Finance Advisors LLC | 20,588 | $1.04M | 0.0% | -17.0% | 0.178% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 605 | $31K | 0.0% | N/A | 0.005% | |
10/7/2024 | GAMMA Investing LLC | 1,782 | $90K | 0.0% | +178.0% | 0.015% | |
9/20/2024 | Anchor Investment Management LLC | 3,500 | $175K | 0.0% | +250.0% | 0.030% | |
8/14/2024 | Clear Point Advisors Inc. | 4,521 | $225K | 0.2% | -7.5% | 0.039% | |
|
7/31/2024 | Farther Finance Advisors LLC | 24,791 | $1.23M | 0.1% | +120.9% | 0.215% | |
7/26/2024 | Bank of New York Mellon Corp | 62,432 | $3.11M | 0.0% | +0.3% | 0.541% | |
7/23/2024 | NewSquare Capital LLC | 31,745 | $1.58M | 0.1% | -15.8% | 0.275% | |
7/2/2024 | GAMMA Investing LLC | 641 | $32K | 0.0% | N/A | 0.006% | |
5/17/2024 | Comerica Bank | 8,275 | $413K | 0.0% | +7.8% | 0.072% | |
5/17/2024 | Clear Point Advisors Inc. | 4,888 | $224K | 0.2% | -5.4% | 0.042% | |
5/13/2024 | Bessemer Group Inc. | 2,470 | $123K | 0.0% | N/A | 0.021% | |
5/11/2024 | Davis R M Inc. | 74,525 | $3.72M | 0.1% | -10.4% | 0.647% | |
4/12/2024 | AdvisorNet Financial Inc | 10,505 | $524K | 0.1% | +2.8% | 0.098% | |
2/13/2024 | Jones Financial Companies Lllp | 2,810 | $141K | 0.0% | N/A | 0.026% | |
2/9/2024 | Davis R M Inc. | 83,151 | $4.16M | 0.1% | -25.1% | 0.774% | |
2/9/2024 | Certified Advisory Corp | 43,921 | $2.20M | 0.3% | +1.1% | 0.409% | |
1/29/2024 | YHB Investment Advisors Inc. | 12,845 | $643K | 0.1% | -5.8% | 0.120% | |
1/19/2024 | AdvisorNet Financial Inc | 10,220 | $511K | 0.0% | +179.2% | 0.095% | |
1/2/2024 | Anchor Investment Management LLC | 1,000 | $50K | 0.0% | N/A | 0.009% | |
11/14/2023 | Sittner & Nelson LLC | 13,165 | $644K | 0.4% | -38.8% | 0.123% | |
11/13/2023 | Certified Advisory Corp | 43,451 | $2.13M | 0.2% | -5.8% | 0.405% | |
11/9/2023 | Watchman Group Inc. | 12,503 | $612K | 0.3% | +8.8% | 0.116% | |
11/3/2023 | NewSquare Capital LLC | 38,815 | $1.90M | 0.2% | -4.5% | 0.361% | |
10/24/2023 | Bank of New York Mellon Corp | 49,274 | $2.41M | 0.0% | N/A | 0.459% | |
10/23/2023 | YHB Investment Advisors Inc. | 13,635 | $667K | 0.1% | -9.2% | 0.127% | |
10/18/2023 | Capital Market Strategies LLC | 8,939 | $436K | 0.4% | -12.5% | 0.083% | |
10/12/2023 | AdvisorNet Financial Inc | 3,661 | $179K | 0.0% | +1,505.7% | 0.034% | |
8/14/2023 | Certified Advisory Corp | 46,139 | $2.29M | 0.4% | +2.5% | 0.430% | |
8/14/2023 | Sittner & Nelson LLC | 21,517 | $1.07M | 0.6% | -40.1% | 0.200% | |
8/10/2023 | Davis R M Inc. | 113,378 | $5.62M | 0.1% | -8.3% | 1.056% | |
8/10/2023 | YHB Investment Advisors Inc. | 15,015 | $744K | 0.1% | -13.3% | 0.140% | |
8/10/2023 | Wintrust Investments LLC | 7,466 | $370K | 0.0% | N/A | 0.070% | |
8/9/2023 | Flow Traders U.S. LLC | 20,970 | $1.04M | 0.0% | N/A | 0.195% | |
8/3/2023 | NewSquare Capital LLC | 40,635 | $2.01M | 0.2% | -0.9% | 0.378% | |
7/6/2023 | Capital Market Strategies LLC | 10,213 | $506K | 0.5% | -7.8% | 0.096% | |
5/12/2023 | Capital Market Strategies LLC | 11,080 | $552K | 1.0% | -4.3% | 0.103% | |
5/10/2023 | MAI Capital Management | 5,000 | $249K | 0.0% | N/A | 0.046% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,155 | $107K | 0.0% | +982.9% | 0.020% | |
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5/10/2023 | WealthPLAN Partners LLC | 1,500 | $75K | 0.0% | N/A | 0.014% | |
5/9/2023 | Sittner & Nelson LLC | 35,915 | $1.79M | 1.0% | +6.3% | 0.333% | |
5/8/2023 | YHB Investment Advisors Inc. | 17,315 | $862K | 0.1% | -5.5% | 0.161% | |
5/2/2023 | TD Capital Management LLC | 117,701 | $5.86M | 0.7% | +0.5% | 1.092% | |
5/1/2023 | NewSquare Capital LLC | 40,985 | $2.04M | 0.2% | -2.1% | 0.380% | |
5/1/2023 | Davis R M Inc. | 123,621 | $6.15M | 0.2% | +4.4% | 1.147% | |
4/12/2023 | Private Trust Co. NA | 573 | $29K | 0.0% | N/A | 0.005% | |
3/6/2023 | OLD Mission Capital LLC | 1,175 | $58K | 0.0% | N/A | 0.011% | |
2/9/2023 | Watchman Group Inc. | 10,405 | $513K | 0.3% | N/A | 0.093% | |
2/7/2023 | Hollencrest Capital Management | 1,773 | $87K | 0.0% | -87.3% | 0.016% | |
2/7/2023 | NewSquare Capital LLC | 41,865 | $2.06M | 0.3% | +1.2% | 0.376% | |
2/2/2023 | Sittner & Nelson LLC | 33,775 | $1.67M | 1.0% | -20.8% | 0.303% | |
2/1/2023 | Hallmark Capital Management Inc. | 3,092 | $152K | 0.0% | -20.3% | 0.028% | |
1/18/2023 | IAM Advisory LLC | 15,064 | $743K | 0.3% | N/A | 0.131% | |
1/12/2023 | YHB Investment Advisors Inc. | 18,315 | $903K | 0.1% | -27.1% | 0.160% | |
11/15/2022 | Flow Traders U.S. LLC | 113,800 | $5.56M | 0.3% | N/A | 1.000% | |
11/9/2022 | Hallmark Capital Management Inc. | 3,881 | $190K | 0.0% | -31.5% | 0.034% | |
11/8/2022 | Davis R M Inc. | 118,308 | $5.78M | 0.2% | -13.6% | 1.040% | |
11/7/2022 | Essex Financial Services Inc. | 7,300 | $357K | 0.0% | +7.4% | 0.064% | |
11/3/2022 | YHB Investment Advisors Inc. | 25,130 | $1.23M | 0.1% | -15.5% | 0.221% | |
10/28/2022 | Hollencrest Capital Management | 13,961 | $682K | 0.1% | -6.8% | 0.123% | |
10/25/2022 | NewSquare Capital LLC | 41,360 | $2.02M | 0.3% | +38.4% | 0.363% | |
8/10/2022 | Virtue Capital Management LLC | 13,386 | $664K | 0.1% | N/A | 0.118% | |
8/8/2022 | Davis R M Inc. | 137,008 | $6.80M | 0.2% | -26.3% | 1.206% | |
8/8/2022 | Baird Financial Group Inc. | 4,746 | $236K | 0.0% | N/A | 0.042% | |
8/1/2022 | Hallmark Capital Management Inc. | 5,666 | $281K | 0.0% | N/A | 0.050% | |
8/1/2022 | Essex Financial Services Inc. | 6,800 | $337K | 0.0% | N/A | 0.060% | |
7/29/2022 | Kingfisher Capital LLC | 12,045 | $598K | 0.2% | -12.2% | 0.106% | |
7/26/2022 | NewSquare Capital LLC | 29,875 | $1.48M | 0.2% | +68.7% | 0.263% | |
7/21/2022 | Hollencrest Capital Management | 14,981 | $744K | 0.1% | -5.1% | 0.132% | |
7/18/2022 | Harbor Investment Advisory LLC | 500 | $25K | 0.0% | -83.0% | 0.004% | |
7/14/2022 | YHB Investment Advisors Inc. | 29,730 | $1.48M | 0.2% | -9.4% | 0.262% | |
5/10/2022 | Sittner & Nelson LLC | 29,079 | $1.45M | 0.8% | -3.2% | 0.268% | |
5/10/2022 | NewSquare Capital LLC | 17,706 | $885K | 0.1% | -26.2% | 0.163% | |
5/9/2022 | Amplius Wealth Advisors LLC | 12,453 | $622K | 0.1% | -3.0% | 0.115% | |
5/9/2022 | Advisors Preferred LLC | 21,520 | $1.07M | 0.1% | +12.5% | 0.199% | |
5/5/2022 | Davis R M Inc. | 186,004 | $9.30M | 0.2% | -2.9% | 1.716% | |
5/4/2022 | Titleist Asset Management LTD. | 6,208 | $310K | 0.1% | N/A | 0.057% | |
4/29/2022 | Clearview Wealth Advisors LLC | 680 | $34K | 0.0% | -62.8% | 0.006% | |
4/26/2022 | First National Corp MA ADV | 54,524 | $2.73M | 0.6% | -10.6% | 0.506% | |
4/26/2022 | Palladium Partners LLC | 470,433 | $23.51M | 1.0% | -19.4% | 4.364% | |
4/18/2022 | Hollencrest Capital Management | 15,781 | $789K | 0.1% | -19.8% | 0.146% | |
4/14/2022 | YHB Investment Advisors Inc. | 32,830 | $1.64M | 0.1% | -8.6% | 0.306% | |
2/10/2022 | OLD Mission Capital LLC | 11,279 | $578K | 0.0% | -23.1% | 0.107% | |
2/9/2022 | Palladium Partners LLC | 583,488 | $29.90M | 1.2% | +26.7% | 5.552% | |
2/8/2022 | Davis R M Inc. | 191,577 | $9.82M | 0.2% | +4.3% | 1.886% | |
2/7/2022 | Advisors Preferred LLC | 19,130 | $980K | 0.1% | +19.9% | 0.188% | |
2/4/2022 | St. James Investment Advisors LLC | 860 | $44K | 0.0% | N/A | 0.008% | |
1/28/2022 | First National Corp MA ADV | 60,971 | $3.12M | 0.7% | +2.6% | 0.556% | |
1/28/2022 | Amplius Wealth Advisors LLC | 12,842 | $657K | 0.1% | N/A | 0.117% | |
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1/26/2022 | NewSquare Capital LLC | 23,991 | $1.23M | 0.1% | +6.9% | 0.217% | |
1/25/2022 | Private Ocean LLC | 1,950 | $100K | 0.0% | N/A | 0.018% | |
1/18/2022 | YHB Investment Advisors Inc. | 35,930 | $1.84M | 0.1% | +7.0% | 0.325% | |
1/7/2022 | Hollencrest Capital Management | 19,681 | $1.01M | 0.1% | N/A | 0.178% | |
11/15/2021 | Flow Traders U.S. LLC | 25,465 | $1.31M | 0.1% | N/A | 0.243% | |
11/12/2021 | OLD Mission Capital LLC | 14,660 | $752K | 0.0% | -46.2% | 0.140% | |
11/10/2021 | US Bancorp DE | 585 | $30K | 0.0% | N/A | 0.006% | |
11/9/2021 | First National Corp MA ADV | 59,437 | $3.05M | 0.7% | -11.1% | 0.568% | |
11/8/2021 | NewSquare Capital LLC | 22,450 | $1.15M | 0.1% | -37.6% | 0.215% | |
11/8/2021 | Davis R M Inc. | 183,599 | $9.42M | 0.2% | +8.0% | 1.755% | |