11/1/2024 | Assetmark Inc. | 491 | $25K | 0.0% | N/A | 0.006% | |
11/1/2024 | Lewis Asset Management LLC | 44,551 | $2.28M | 1.7% | +1.1% | 0.558% | |
10/30/2024 | Crescent Grove Advisors LLC | 40,304 | $2.07M | 0.2% | +70.4% | 0.505% | |
10/29/2024 | Janney Montgomery Scott LLC | 149,252 | $7.64M | 0.0% | +61.4% | 1.870% | |
10/29/2024 | Farther Finance Advisors LLC | 1,412 | $72K | 0.0% | N/A | 0.018% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,448,518 | $329.97M | 0.7% | +24.0% | 80.808% | |
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10/24/2024 | NorthCrest Asset Manangement LLC | 7,658 | $392K | 0.0% | +76.9% | 0.096% | |
10/21/2024 | Precision Wealth Strategies LLC | 41,245 | $2.11M | 2.0% | -7.3% | 0.517% | |
10/16/2024 | Secure Asset Management LLC | 16,612 | $850K | 0.1% | -59.5% | 0.208% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 14,684 | $751K | 0.1% | -52.6% | 0.184% | |
10/10/2024 | Mechanics Bank Trust Department | 60,150 | $3.08M | 0.4% | +5.3% | 0.754% | |
10/10/2024 | Requisite Capital Management LLC | 154,575 | $7.95M | 1.7% | +7.7% | 1.937% | |
10/9/2024 | Worth Asset Management LLC | 12,189 | $624K | 0.3% | N/A | 0.153% | |
10/7/2024 | Richard P Slaughter Associates Inc | 670,927 | $34.33M | 8.0% | +12,338.4% | 8.408% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 45,526 | $2.32M | 0.0% | -17.5% | 0.571% | |
8/2/2024 | Midland Wealth Advisors LLC | 72,823 | $3.71M | 0.2% | +1,477.6% | 0.913% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,915 | $1.12M | 0.0% | +40.6% | 0.275% | |
7/24/2024 | Secure Asset Management LLC | 41,003 | $2.09M | 0.4% | +39.7% | 0.514% | |
7/23/2024 | Crescent Grove Advisors LLC | 23,657 | $1.21M | 0.1% | +267.9% | 0.296% | |
7/16/2024 | NorthCrest Asset Manangement LLC | 4,330 | $220K | 0.0% | N/A | 0.054% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 5,198,776 | $264.57M | 0.6% | +8.9% | 65.148% | |
7/13/2024 | Mechanics Bank Trust Department | 57,100 | $2.91M | 0.4% | -4.8% | 0.716% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 12,023 | $612K | 0.1% | -66.1% | 0.151% | |
5/8/2024 | Camarda Financial Advisors LLC | 104,821 | $5.33M | 2.2% | +46.2% | 1.314% | |
5/7/2024 | Concurrent Investment Advisors LLC | 9,896 | $503K | 0.0% | -5.7% | 0.124% | |
5/2/2024 | Lewis Asset Management LLC | 43,267 | $2.20M | 1.8% | +3.8% | 0.542% | |
5/1/2024 | Precision Wealth Strategies LLC | 54,705 | $2.78M | 2.6% | N/A | 0.686% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,591 | $793K | 0.0% | +2.5% | 0.195% | |
4/29/2024 | Benjamin Edwards Inc. | 1,905 | $97K | 0.0% | +28.5% | 0.024% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 55,210 | $2.81M | 0.1% | -8.1% | 0.692% | |
4/29/2024 | Crescent Grove Advisors LLC | 6,431 | $329K | 0.0% | -20.0% | 0.084% | |
4/23/2024 | Sage Mountain Advisors LLC | 72,451 | $3.69M | 0.4% | +220.6% | 0.947% | |
4/18/2024 | Requisite Capital Management LLC | 130,116 | $6.65M | 1.4% | +0.9% | 1.701% | |
4/18/2024 | Congress Wealth Management LLC DE | 87,706 | $4.46M | 0.1% | +45.4% | 1.146% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 4,772,916 | $242.82M | 0.6% | N/A | 62.391% | |
4/12/2024 | Mechanics Bank Trust Department | 59,950 | $3.05M | 0.4% | +243.6% | 3.406% | |
4/9/2024 | Richard P Slaughter Associates Inc | 5,261 | $268K | 0.1% | N/A | 0.299% | |
2/9/2024 | Congress Wealth Management LLC DE | 60,306 | $3.05M | 0.1% | +30.5% | 3.426% | |
2/7/2024 | Gratus Capital LLC | 998,757 | $50.52M | 2.8% | -11.3% | 56.748% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 60,086 | $3.04M | 0.1% | N/A | 3.414% | |
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2/6/2024 | Benjamin Edwards Inc. | 1,482 | $75K | 0.0% | N/A | 0.084% | |
2/5/2024 | Islay Capital Management LLC | 17,500 | $885K | 0.7% | +75.0% | 0.994% | |
2/1/2024 | Sage Mountain Advisors LLC | 22,600 | $1.14M | 0.1% | N/A | 1.284% | |
1/30/2024 | Crescent Grove Advisors LLC | 8,037 | $409K | 0.0% | -21.7% | 0.457% | |
1/23/2024 | Lewis Asset Management LLC | 41,673 | $2.11M | 1.9% | N/A | 2.368% | |
1/23/2024 | Requisite Capital Management LLC | 128,970 | $6.57M | 1.7% | +186.7% | 7.328% | |
1/22/2024 | Secure Asset Management LLC | 27,550 | $1.39M | 0.4% | N/A | 1.565% | |
1/11/2024 | Mechanics Bank Trust Department | 17,450 | $883K | 0.1% | N/A | 0.991% | |
11/16/2023 | Camarda Financial Advisors LLC | 36,511 | $1.85M | 1.2% | N/A | 2.074% | |
10/30/2023 | Congress Wealth Management LLC DE | 46,227 | $2.34M | 0.0% | +24.8% | 2.627% | |
10/26/2023 | Gratus Capital LLC | 1,126,253 | $57.05M | 3.9% | -0.4% | 63.992% | |
10/25/2023 | Crescent Grove Advisors LLC | 10,267 | $520K | 0.1% | -64.1% | 0.583% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 24,183 | $1.23M | 0.3% | +19.4% | 1.374% | |
10/12/2023 | IFP Advisors Inc | 1,332 | $67K | 0.0% | +11,000.0% | 0.076% | |
8/7/2023 | Islay Capital Management LLC | 10,000 | $504K | 0.4% | N/A | 0.568% | |
8/3/2023 | Gratus Capital LLC | 1,130,999 | $57.04M | 3.9% | +120.1% | 64.261% | |
7/31/2023 | Requisite Capital Management LLC | 44,977 | $2.27M | 0.6% | N/A | 4.498% | |
7/26/2023 | Janney Montgomery Scott LLC | 15,603 | $787K | 0.0% | N/A | 1.560% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 20,258 | $1.02M | 0.2% | N/A | 2.026% | |
7/13/2023 | Crescent Grove Advisors LLC | 28,617 | $1.44M | 0.2% | +2.4% | 2.862% | |
7/13/2023 | Congress Wealth Management LLC DE | 37,055 | $1.87M | 0.0% | +173.3% | 3.706% | |
5/3/2023 | Crescent Grove Advisors LLC | 27,947 | $1.42M | 0.2% | -0.9% | 2.852% | |
4/20/2023 | Gratus Capital LLC | 513,814 | $26.01M | 2.0% | +3.0% | 52.430% | |
4/14/2023 | Congress Wealth Management LLC DE | 13,557 | $686K | 0.0% | +43.2% | 1.474% | |
2/2/2023 | Congress Wealth Management LLC DE | 9,470 | $475K | 0.0% | N/A | 1.052% | |
1/27/2023 | Gratus Capital LLC | 498,993 | $25.05M | 2.1% | N/A | 55.444% | |