10/12/2023 | Menlo Advisors LLC | 247,423 | $9.18M | 6.0% | +0.8% | 3.515% | |
8/11/2023 | Lansing Street Advisors | 18,500 | $640K | 0.4% | -4.9% | 0.263% | |
4/28/2023 | Lansing Street Advisors | 19,451 | $658K | 0.4% | +15.0% | 0.269% | |
4/20/2023 | Ethos Financial Group LLC | 140,332 | $4.75M | 1.5% | +2.5% | 1.938% | |
2/9/2023 | Ethos Financial Group LLC | 136,891 | $4.44M | 1.5% | N/A | 0.000% | |
2/7/2023 | Lansing Street Advisors | 16,918 | $544K | 0.4% | +78.4% | 0.000% | |
|
2/3/2023 | Blue Bell Private Wealth Management LLC | 1,635 | $53K | 0.0% | +1,535.0% | 0.000% | |
1/18/2023 | Well Done LLC | 22,980 | $739K | 0.2% | -3.8% | 0.000% | |
11/15/2022 | Menlo Advisors LLC | 246,326 | $7.19M | 5.0% | -1.4% | 0.000% | |
11/15/2022 | Lansing Street Advisors | 9,481 | $277K | 0.2% | +16.1% | 0.000% | |
10/14/2022 | Well Done LLC | 23,887 | $697K | 0.2% | -2.3% | 0.000% | |
10/14/2022 | Baker Boyer National Bank | 13,096 | $382K | 0.2% | -22.4% | 0.000% | |
8/12/2022 | Almanack Investment Partners LLC. | 188,399 | $5.63M | 0.6% | +65.6% | 0.000% | |
8/2/2022 | Private Portfolio Partners LLC | 18,883 | $564K | 0.2% | +5.3% | 0.000% | |
7/18/2022 | Abacus Planning Group Inc. | 8,069 | $241K | 0.1% | -41.7% | 0.000% | |
7/12/2022 | One Plus One Wealth Management LLC | 99,775 | $2.98M | 2.3% | +23.9% | 0.000% | |
5/20/2022 | Toroso Investments LLC | 73,835 | $2.70M | 0.1% | -5.2% | 0.000% | |
5/13/2022 | Silicon Hills Wealth Management LLC | 92,649 | $3.39M | 2.2% | +24.5% | 0.000% | |
5/12/2022 | Private Portfolio Partners LLC | 17,938 | $656K | 0.2% | +6.3% | 0.000% | |
5/12/2022 | Cetera Advisor Networks LLC | 24,780 | $906K | 0.0% | +72.1% | 0.000% | |
5/11/2022 | Financial Advocates Investment Management | 12,482 | $457K | 0.0% | N/A | 0.000% | |
5/10/2022 | Hedges Asset Management LLC | 7,000 | $256K | 0.2% | -6.7% | 0.000% | |
5/9/2022 | One Plus One Wealth Management LLC | 80,514 | $2.95M | 2.0% | -6.4% | 0.000% | |
5/9/2022 | Advisors Preferred LLC | 1,322 | $48K | 0.0% | -72.5% | 0.000% | |
5/9/2022 | Lansing Street Advisors | 8,174 | $293K | 0.2% | N/A | 0.000% | |
5/4/2022 | Warren Street Wealth Advisors LLC | 12,439 | $455K | 0.4% | +9.0% | 0.000% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 30,483 | $1.12M | 0.1% | N/A | 0.000% | |
4/29/2022 | Kathleen S. Wright Associates Inc. | 111,501 | $4.08M | 3.0% | +3.5% | 0.000% | |
4/28/2022 | Kathmere Capital Management LLC | 195,040 | $7.14M | 1.2% | +1.6% | 0.000% | |
4/28/2022 | Menlo Advisors LLC | 249,706 | $9.13M | 4.8% | +2.2% | 0.000% | |
4/26/2022 | Ieq Capital LLC | 6,026 | $220K | 0.0% | N/A | 0.000% | |
4/21/2022 | Empirical Finance LLC | 935,932 | $34.24M | 3.8% | -1.2% | 0.000% | |
4/21/2022 | Empowered Funds LLC | 247,408 | $9.05M | 1.0% | -43.0% | 0.000% | |
4/20/2022 | Well Done LLC | 24,177 | $884K | 0.2% | +7.1% | 0.000% | |
4/15/2022 | Baker Boyer National Bank | 16,867 | $617K | 0.3% | +12.3% | 0.000% | |
4/13/2022 | Abacus Planning Group Inc. | 13,833 | $506K | 0.1% | -10.7% | 0.000% | |
4/11/2022 | Strid Group LLC | 1,137,303 | $41.60M | 8.5% | +0.9% | 0.000% | |
2/16/2022 | Menlo Advisors LLC | 244,306 | $9.08M | 4.5% | -4.0% | 0.000% | |
2/11/2022 | Silicon Hills Wealth Management LLC | 74,428 | $2.77M | 1.7% | +214.1% | 0.000% | |
2/10/2022 | Empowered Funds LLC | 434,311 | $16.15M | 1.8% | +11.4% | 0.000% | |
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2/8/2022 | Raymond James & Associates | 10,496 | $390K | 0.0% | -5.0% | 0.000% | |
2/8/2022 | Hedges Asset Management LLC | 7,500 | $279K | 0.2% | N/A | 0.000% | |
2/7/2022 | Advisors Preferred LLC | 4,815 | $178K | 0.0% | N/A | 0.000% | |
2/7/2022 | Warren Street Wealth Advisors LLC | 11,416 | $424K | 0.4% | N/A | 0.000% | |
2/4/2022 | Empirical Finance LLC | 946,931 | $35.21M | 4.2% | +1.1% | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 15,470 | $575K | 0.0% | +3.5% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 6,546 | $243K | 0.0% | +397.4% | 0.000% | |
2/2/2022 | Kathleen S. Wright Associates Inc. | 107,775 | $4.01M | 2.9% | N/A | 0.000% | |
2/2/2022 | One One Wealth Management LLC | 86,007 | $3.20M | 2.2% | -0.7% | 0.000% | |
1/27/2022 | Kathmere Capital Management LLC | 191,981 | $7.14M | 1.2% | -0.6% | 0.000% | |
1/24/2022 | Baker Boyer National Bank | 15,020 | $558K | 0.3% | N/A | 0.000% | |
1/18/2022 | Abacus Planning Group Inc. | 15,489 | $576K | 0.2% | +11.9% | 0.000% | |
1/14/2022 | Strid Group LLC | 1,126,924 | $42.21M | 8.7% | +3.1% | 0.000% | |
1/12/2022 | IFP Advisors Inc | 341 | $34K | 0.0% | -65.3% | 0.000% | |
11/16/2021 | Cetera Advisor Networks LLC | 15,800 | $540K | 0.0% | N/A | 0.000% | |
11/16/2021 | LPL Financial LLC | 41,638 | $1.42M | 0.0% | -3.7% | 0.000% | |
11/15/2021 | Flow Traders U.S. LLC | 27,758 | $949K | 0.0% | N/A | 0.000% | |
11/15/2021 | Royal Bank of Canada | 116,476 | $3.98M | 0.0% | -42.9% | 0.000% | |
11/12/2021 | Empirical Finance LLC | 936,289 | $32.03M | 4.8% | +17.5% | 0.000% | |
11/4/2021 | Almanack Investment Partners LLC. | 571,992 | $19.57M | 1.7% | +1.8% | 0.000% | |
11/4/2021 | Private Portfolio Partners LLC | 15,955 | $546K | 0.2% | +17.8% | 0.000% | |
11/4/2021 | Financial Advocates Investment Management | 9,476 | $324K | 0.0% | N/A | 0.000% | |
11/2/2021 | Raymond James & Associates | 11,053 | $378K | 0.0% | -12.9% | 0.000% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 14,950 | $511K | 0.0% | +21.2% | 0.000% | |
11/1/2021 | Well Done LLC | 22,866 | $782K | 0.2% | -3.6% | 0.000% | |
10/14/2021 | Kathmere Capital Management LLC | 193,173 | $6.61M | 1.2% | +1.7% | 0.000% | |
10/8/2021 | Strid Group LLC | 1,093,335 | $37.40M | 8.4% | +0.5% | 0.000% | |
8/30/2021 | Menlo Advisors LLC | 234,636 | $8.06M | 4.3% | -3.9% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 204,129 | $7.01M | 0.0% | -41.3% | 0.000% | |
8/13/2021 | LPL Financial LLC | 43,247 | $1.49M | 0.0% | +554.7% | 0.000% | |
8/11/2021 | Private Portfolio Partners LLC | 13,545 | $465K | 0.1% | +56.0% | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 17,782 | $611K | 0.0% | N/A | 0.000% | |
8/10/2021 | National Asset Management Inc. | 12,726 | $437K | 0.0% | N/A | 0.000% | |
8/10/2021 | Roberts Glore & Co. Inc. IL | 10,400 | $357K | 0.1% | -34.3% | 0.000% | |
8/10/2021 | Empirical Finance LLC | 797,168 | $27.37M | 4.1% | -6.3% | 0.000% | |
8/4/2021 | Almanack Investment Partners LLC. | 561,990 | $19.29M | 1.9% | +29.5% | 0.000% | |
8/4/2021 | Empowered Funds LLC | 399,069 | $13.70M | 1.7% | +15.2% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,314 | $45K | 0.0% | N/A | 0.000% | |
8/2/2021 | Lbmc Investment Advisors LLC | 8,000 | $275K | 0.0% | N/A | 0.000% | |
7/31/2021 | Kathmere Capital Management LLC | 189,917 | $6.52M | 1.3% | +3.2% | 0.000% | |
7/31/2021 | One One Wealth Management LLC | 110,335 | $3.79M | 2.6% | +11.6% | 0.000% | |
7/31/2021 | Well Done LLC | 23,723 | $814K | 0.2% | +3.0% | 0.000% | |
7/31/2021 | IFP Advisors Inc | 1,000 | $35K | 0.0% | +78.6% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 347,499 | $11.30M | 0.0% | -13.8% | 0.000% | |
5/17/2021 | Private Portfolio Partners LLC | 8,680 | $282K | 0.1% | +10.4% | 0.000% | |
5/11/2021 | Almanack Investment Partners LLC. | 434,048 | $14.12M | 1.4% | +1,276.5% | 0.000% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 12,184 | $396K | 0.0% | +49.2% | 0.000% | |
5/7/2021 | Kathmere Capital Management LLC | 183,985 | $5.98M | 1.2% | +7.2% | 0.000% | |
5/6/2021 | Roberts Glore & Co. Inc. IL | 15,825 | $515K | 0.2% | -8.4% | 0.000% | |
5/3/2021 | One One Wealth Management LLC | 98,843 | $3.21M | 2.5% | N/A | 0.000% | |
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4/29/2021 | Well Done LLC | 23,023 | $749K | 0.2% | +2.0% | 0.000% | |
4/27/2021 | Abacus Planning Group Inc. | 8,704 | $283K | 0.1% | N/A | 0.000% | |
4/23/2021 | Strid Group LLC | 1,090,766 | $35.47M | 8.7% | +1.8% | 0.000% | |
3/26/2021 | Susquehanna International Group LLP | 10,701 | $300K | 0.0% | -57.1% | 0.000% | |
2/16/2021 | Private Portfolio Partners LLC | 7,864 | $220K | 0.1% | N/A | 0.000% | |
2/16/2021 | Menlo Advisors LLC | 244,246 | $6.84M | 4.5% | +1.8% | 0.000% | |
2/16/2021 | Kathmere Capital Management LLC | 171,554 | $4.81M | 1.0% | +1.6% | 0.000% | |
2/9/2021 | Roberts Glore & Co. Inc. IL | 17,275 | $484K | 0.2% | -3.9% | 0.000% | |
2/6/2021 | Strid Group LLC | 1,071,572 | $30.32M | 8.2% | +4.9% | 0.000% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 8,167 | $229K | 0.0% | N/A | 0.000% | |