11/4/2024 | Jaffetilchin Investment Partners LLC | 59,792 | $2.48M | 0.2% | +114.8% | 0.083% | |
11/1/2024 | Hollencrest Capital Management | 53,263 | $2.21M | 0.1% | -5.6% | 0.074% | |
10/29/2024 | Janney Montgomery Scott LLC | 86,125 | $3.57M | 0.0% | +4.2% | 0.120% | |
10/29/2024 | Janney Capital Management LLC | 767,954 | $31.79M | 2.1% | -1.8% | 1.070% | |
10/25/2024 | 1620 Investment Advisors Inc. | 40,146 | $1.66M | 1.2% | -2.4% | 0.056% | |
10/24/2024 | Pointe Capital Management LLC | 27,958 | $1.16M | 0.7% | +20.3% | 0.039% | |
|
10/24/2024 | Arkadios Wealth Advisors | 18,290 | $757K | 0.0% | N/A | 0.025% | |
10/21/2024 | Vicus Capital | 274,801 | $11.38M | 1.0% | +20.6% | 0.383% | |
10/15/2024 | NBC Securities Inc. | 43,685 | $1.81M | 0.2% | -7.2% | 0.061% | |
8/12/2024 | Richardson Financial Services Inc. | 15,533 | $617K | 0.4% | -4.5% | 0.022% | |
8/12/2024 | Waterloo Capital L.P. | 16,197 | $643K | 0.1% | +6.8% | 0.023% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 128,866 | $5.12M | 0.1% | -5.5% | 0.179% | |
8/9/2024 | ICA Group Wealth Management LLC | 2,600 | $103K | 0.1% | -83.3% | 0.004% | |
8/8/2024 | Perritt Capital Management Inc | 1,804 | $72K | 0.0% | +102.9% | 0.003% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,750 | $70K | 0.0% | N/A | 0.002% | |
8/1/2024 | Eldridge Investment Advisors Inc. | 63,485 | $2.52M | 0.6% | +12.4% | 0.088% | |
7/26/2024 | Bank of New York Mellon Corp | 1,447,324 | $57.49M | 0.0% | +6.5% | 2.016% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 99,500 | $3.95M | 0.4% | +4.4% | 0.139% | |
7/24/2024 | Family Firm Inc. | 178,416 | $7.09M | 0.8% | +50.5% | 0.248% | |
7/23/2024 | 1620 Investment Advisors Inc. | 41,123 | $1.63M | 1.3% | +12.1% | 0.057% | |
7/23/2024 | Vicus Capital | 227,912 | $9.05M | 0.8% | -9.9% | 0.317% | |
7/20/2024 | Continuum Advisory LLC | 8,230 | $327K | 0.0% | -4.8% | 0.011% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 4,469 | $178K | 0.0% | -20.0% | 0.006% | |
7/10/2024 | NBC Securities Inc. | 47,097 | $1.87M | 0.2% | +9.1% | 0.066% | |
7/9/2024 | Arden Trust Co | 1,112,322 | $44.18M | 6.2% | -2.8% | 1.549% | |
6/26/2024 | Financial Gravity Asset Management Inc. | 3,743 | $150K | 0.0% | N/A | 0.005% | |
6/11/2024 | EverSource Wealth Advisors LLC | 12,892 | $503K | 0.0% | -46.9% | 0.018% | |
5/13/2024 | Rockport Wealth LLC | 19,671 | $788K | 0.3% | N/A | 0.027% | |
5/11/2024 | Aufman Associates Inc | 6,989 | $280K | 0.2% | +12.9% | 0.010% | |
5/10/2024 | TIAA Trust National Association | 6,547 | $262K | 0.0% | N/A | 0.009% | |
5/10/2024 | Motco | 23,363 | $936K | 0.1% | +1.6% | 0.033% | |
5/7/2024 | Pointe Capital Management LLC | 19,671 | $788K | 0.5% | +63.0% | 0.027% | |
5/4/2024 | Richardson Financial Services Inc. | 16,257 | $651K | 0.5% | -11.0% | 0.023% | |
5/3/2024 | United Community Bank | 14,256 | $571K | 0.2% | +5.4% | 0.020% | |
5/2/2024 | USAdvisors Wealth Management LLC | 43,562 | $1.74M | 0.7% | +6.8% | 0.061% | |
5/2/2024 | Family Firm Inc. | 118,521 | $4.75M | 1.1% | +0.9% | 0.165% | |
5/1/2024 | Janney Capital Management LLC | 789,197 | $31.61M | 2.1% | -2.1% | 1.099% | |
5/1/2024 | Janney Montgomery Scott LLC | 96,735 | $3.87M | 0.0% | -21.2% | 0.135% | |
4/25/2024 | Triumph Capital Management | 7,801 | $310K | 0.1% | -10.9% | 0.011% | |
4/17/2024 | Vicus Capital | 253,089 | $10.14M | 0.9% | +4.7% | 0.353% | |
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4/5/2024 | NBC Securities Inc. | 43,188 | $1.73M | 0.2% | -11.2% | 0.057% | |
4/3/2024 | Arden Trust Co | 1,144,751 | $45.85M | 6.4% | +2.4% | 1.521% | |
3/8/2024 | ICA Group Wealth Management LLC | 24,225 | $975K | 0.2% | -63.9% | 0.032% | |
3/4/2024 | Richardson Financial Services Inc. | 18,270 | $735K | 0.6% | N/A | 0.024% | |
2/14/2024 | Waterloo Capital L.P. | 22,297 | $897K | 0.1% | +5.6% | 0.030% | |
2/13/2024 | United Community Bank | 13,529 | $545K | 0.2% | -2.4% | 0.018% | |
2/9/2024 | Tidemark LLC | 6,570 | $264K | 0.2% | N/A | 0.009% | |
2/9/2024 | EverSource Wealth Advisors LLC | 24,279 | $977K | 0.1% | +723.0% | 0.032% | |
2/9/2024 | Keystone Financial Group | 20,859 | $840K | 0.1% | -72.3% | 0.028% | |
2/9/2024 | Motco | 22,988 | $925K | 0.1% | -4.9% | 0.031% | |
2/8/2024 | Janney Capital Management LLC | 805,948 | $32.44M | 2.2% | -5.5% | 1.071% | |
2/8/2024 | Janney Montgomery Scott LLC | 122,723 | $4.94M | 0.0% | -1.3% | 0.163% | |
2/7/2024 | NBC Securities Inc. | 48,658 | $1.96M | 0.2% | -0.8% | 0.065% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 83,552 | $3.36M | 0.4% | +1.7% | 0.111% | |
2/6/2024 | Pointe Capital Management LLC | 12,070 | $486K | 0.3% | N/A | 0.016% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 36,285 | $1.46M | 0.4% | N/A | 0.048% | |
2/5/2024 | Triumph Capital Management | 8,759 | $353K | 0.1% | -13.4% | 0.012% | |
2/1/2024 | Vicus Capital | 241,783 | $9.73M | 1.0% | -4.9% | 0.321% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 127,200 | $5.12M | 0.1% | +28.1% | 0.169% | |
1/24/2024 | Private Trust Co. NA | 9,721 | $391K | 0.0% | -3.5% | 0.013% | |
1/23/2024 | Family Capital Trust Co | 89,620 | $3.61M | 1.1% | +13,859.5% | 0.119% | |
1/19/2024 | AdvisorNet Financial Inc | 73,347 | $2.95M | 0.3% | +14.6% | 0.097% | |
1/18/2024 | Constant Guidance Financial LLC | 5,050 | $203K | 0.2% | N/A | 0.007% | |
1/12/2024 | Westside Investment Management Inc. | 4,800 | $193K | 0.0% | -44.2% | 0.006% | |
1/9/2024 | DB Wealth Management Group LLC | 13,476 | $542K | 0.3% | +62.5% | 0.018% | |
1/4/2024 | Arden Trust Co | 1,118,025 | $45.00M | 6.6% | -7.2% | 1.486% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 1,660 | $67K | 0.0% | N/A | 0.002% | |
11/16/2023 | Westside Investment Management Inc. | 8,600 | $332K | 0.1% | +6.2% | 0.011% | |
11/13/2023 | Addison Capital Co | 20,560 | $794K | 0.6% | +12.6% | 0.027% | |
11/13/2023 | Aufman Associates Inc | 5,573 | $215K | 0.2% | +5.9% | 0.007% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 6,827 | $264K | 0.0% | -7.4% | 0.009% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 99,270 | $3.84M | 0.1% | +4.1% | 0.132% | |
11/9/2023 | DB Wealth Management Group LLC | 8,292 | $320K | 0.2% | N/A | 0.011% | |
11/8/2023 | Janney Montgomery Scott LLC | 124,317 | $4.81M | 0.0% | +125.7% | 0.165% | |
11/8/2023 | Janney Capital Management LLC | 852,673 | $32.96M | 2.5% | +1.0% | 1.133% | |
11/8/2023 | Newman Dignan & Sheerar Inc. | 10,511 | $406K | 0.1% | +9.0% | 0.014% | |
11/6/2023 | Keystone Financial Group | 75,328 | $2.91M | 0.5% | -1.8% | 0.100% | |
11/4/2023 | NBC Securities Inc. | 49,060 | $1.90M | 0.2% | N/A | 0.065% | |
11/4/2023 | EverSource Wealth Advisors LLC | 2,950 | $114K | 0.0% | N/A | 0.004% | |
10/31/2023 | Triumph Capital Management | 10,117 | $391K | 0.2% | +5.7% | 0.013% | |
10/27/2023 | Family Capital Trust Co | 642 | $25K | 0.0% | N/A | 0.001% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 5,897 | $228K | 0.0% | -11.7% | 0.008% | |
10/25/2023 | Pinnacle Wealth Management Advisory Group LLC | 82,131 | $3.17M | 0.4% | +5.0% | 0.109% | |
10/24/2023 | Bank of New York Mellon Corp | 1,319,073 | $50.98M | 0.0% | +128.4% | 1.753% | |
10/23/2023 | Vicus Capital | 254,284 | $9.83M | 1.0% | -0.2% | 0.338% | |
10/20/2023 | Family Firm Inc. | 115,939 | $4.48M | 1.3% | +0.7% | 0.154% | |
10/16/2023 | WoodTrust Financial Corp | 15,181 | $587K | 0.1% | N/A | 0.020% | |
10/12/2023 | AdvisorNet Financial Inc | 64,024 | $2.48M | 0.2% | -8.2% | 0.085% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,457 | $56K | 0.0% | N/A | 0.002% | |
10/10/2023 | Arden Trust Co | 1,204,303 | $46.55M | 7.7% | +16.9% | 1.600% | |
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8/18/2023 | Addison Capital Co | 18,259 | $740K | 0.5% | +4.6% | 0.024% | |
8/17/2023 | Vicus Capital | 254,694 | $10.33M | 1.1% | +6.1% | 0.338% | |
8/15/2023 | RE Dickinson Investment Advisors LLC | 66,372 | $2.69M | 1.0% | +12.5% | 0.088% | |
8/15/2023 | Horizon Investments LLC | 947,409 | $38.12M | 1.1% | -20.5% | 1.259% | |
8/10/2023 | Hollencrest Capital Management | 56,116 | $2.28M | 0.2% | -0.7% | 0.075% | |
8/8/2023 | Vantage Financial Partners Ltd. Inc. | 13,696 | $555K | 0.3% | -58.3% | 0.018% | |
8/7/2023 | Keystone Financial Group | 76,715 | $3.11M | 0.5% | N/A | 0.102% | |
8/4/2023 | Motco | 24,034 | $975K | 0.1% | +4.3% | 0.032% | |
8/3/2023 | Bank of New York Mellon Corp | 577,587 | $23.42M | 0.0% | +6.2% | 0.768% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 9,643 | $391K | 0.1% | +9.6% | 0.013% | |