5/29/2024 | Pathway Financial Advisers LLC | 5,789 | $455K | 0.2% | N/A | 0.028% | |
5/17/2024 | Comerica Bank | 10,529 | $827K | 0.0% | -24.0% | 0.052% | |
5/8/2024 | Cozad Asset Management Inc. | 11,240 | $883K | 0.1% | +1.3% | 0.055% | |
5/8/2024 | Russell Investments Group Ltd. | 388 | $30K | 0.0% | N/A | 0.002% | |
5/7/2024 | Benedetti & Gucer Inc. | 10,468 | $822K | 0.4% | -20.6% | 0.051% | |
5/1/2024 | Janney Montgomery Scott LLC | 42,583 | $3.35M | 0.0% | -20.2% | 0.209% | |
|
4/30/2024 | Cutter & CO Brokerage Inc. | 2,900 | $228K | 0.1% | N/A | 0.014% | |
4/26/2024 | SlateStone Wealth LLC | 2,678 | $210K | 0.0% | N/A | 0.013% | |
4/24/2024 | Essex Financial Services Inc. | 51,649 | $4.06M | 0.4% | -2.0% | 0.252% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 11,129 | $874K | 0.1% | +29.9% | 0.054% | |
4/15/2024 | S.A. Mason LLC | 3,840 | $302K | 0.2% | +92.5% | 0.019% | |
4/8/2024 | Atlas Brown Inc. | 16,101 | $1.27M | 0.5% | +6.2% | 0.071% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,471 | $108K | 0.0% | -67.8% | 0.007% | |
2/15/2024 | Comerica Bank | 13,847 | $1.02M | 0.0% | -35.0% | 0.061% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 8,570 | $630K | 0.1% | +5.3% | 0.038% | |
2/6/2024 | Essex Financial Services Inc. | 52,717 | $3.88M | 0.4% | -5.5% | 0.233% | |
2/5/2024 | Cozad Asset Management Inc. | 11,094 | $816K | 0.1% | -11.4% | 0.049% | |
2/1/2024 | PSI Advisors LLC | 4,494 | $331K | 0.1% | +7.6% | 0.020% | |
1/30/2024 | Scissortail Wealth Management LLC | 6,274 | $458K | 0.1% | N/A | 0.028% | |
1/29/2024 | ORG Partners LLC | 567 | $42K | 0.0% | N/A | 0.003% | |
1/22/2024 | Essex Savings Bank | 4,095 | $301K | 0.1% | +7.1% | 0.018% | |
1/18/2024 | Atlas Brown Inc. | 15,154 | $1.12M | 0.5% | +1.2% | 0.067% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 2,755 | $203K | 0.0% | -7.2% | 0.012% | |
1/2/2024 | M&R Capital Management Inc. | 859 | $63K | 0.0% | N/A | 0.004% | |
1/2/2024 | Anchor Investment Management LLC | 3,495 | $257K | 0.0% | N/A | 0.015% | |
11/16/2023 | Essex Financial Services Inc. | 55,805 | $3.72M | 0.4% | -1.7% | 0.247% | |
11/15/2023 | Integrated Wealth Concepts LLC | 56,048 | $3.74M | 0.1% | +3.8% | 0.248% | |
11/15/2023 | KPP Advisory Services LLC | 4,355 | $291K | 0.1% | N/A | 0.019% | |
11/9/2023 | DB Wealth Management Group LLC | 5,377 | $359K | 0.2% | -24.7% | 0.024% | |
11/8/2023 | Janney Montgomery Scott LLC | 53,421 | $3.57M | 0.0% | -31.7% | 0.236% | |
11/6/2023 | L.M. Kohn & Company | 8,811 | $588K | 0.2% | +1.8% | 0.039% | |
11/2/2023 | Cozad Asset Management Inc. | 12,528 | $836K | 0.1% | +25.1% | 0.055% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 2,970 | $198K | 0.0% | +10.9% | 0.013% | |
10/17/2023 | Avior Wealth Management LLC | 2,641 | $176K | 0.0% | +44.9% | 0.012% | |
10/17/2023 | Atlas Brown Inc. | 14,967 | $999K | 0.5% | +2.2% | 0.066% | |
10/13/2023 | S.A. Mason LLC | 1,945 | $130K | 0.1% | +161.1% | 0.009% | |
10/13/2023 | PSI Advisors LLC | 4,175 | $279K | 0.1% | +90.1% | 0.018% | |
10/13/2023 | Martin Capital Partners LLC | 4,527 | $302K | 0.1% | -5.5% | 0.020% | |
8/11/2023 | Baird Financial Group Inc. | 279,477 | $19.64M | 0.1% | +1.7% | 1.235% | |
8/10/2023 | Wintrust Investments LLC | 28,584 | $2.01M | 0.2% | N/A | 0.126% | |
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8/9/2023 | Flow Traders U.S. LLC | 3,217 | $226K | 0.0% | -24.9% | 0.014% | |
8/9/2023 | Essex Financial Services Inc. | 56,755 | $3.99M | 0.5% | +4.1% | 0.251% | |
8/8/2023 | American Money Management LLC | 4,047 | $284K | 0.1% | -3.6% | 0.018% | |
7/31/2023 | WealthPLAN Partners LLC | 1,608 | $113K | 0.0% | -39.1% | 0.007% | |
7/27/2023 | Empire Financial Management Company LLC | 3,480 | $245K | 0.1% | -9.8% | 0.015% | |
7/26/2023 | Janney Montgomery Scott LLC | 78,234 | $5.50M | 0.0% | -18.4% | 0.340% | |
7/26/2023 | Cozad Asset Management Inc. | 10,013 | $704K | 0.1% | +2.9% | 0.043% | |
7/25/2023 | WealthPlan Investment Management LLC | 848,524 | $6.57M | 1.6% | +8,338.8% | 3.684% | |
7/21/2023 | PSI Advisors LLC | 2,196 | $154K | 0.1% | +76.0% | 0.010% | |
7/18/2023 | Atlas Brown Inc. | 14,641 | $1.03M | 0.5% | -14.6% | 0.064% | |
7/17/2023 | Martin Capital Partners LLC | 4,792 | $337K | 0.1% | -5.8% | 0.021% | |
7/17/2023 | GPS Wealth Strategies Group LLC | 2,679 | $188K | 0.0% | +9.0% | 0.012% | |
5/11/2023 | Connectus Wealth LLC | 194,575 | $13.77M | 0.3% | -4.6% | 0.839% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,813 | $128K | 0.0% | N/A | 0.008% | |
5/10/2023 | WealthPLAN Partners LLC | 2,641 | $187K | 0.0% | -77.1% | 0.011% | |
5/10/2023 | S.A. Mason LLC | 745 | $53K | 0.0% | +29.6% | 0.003% | |
5/10/2023 | American Money Management LLC | 4,197 | $297K | 0.1% | +10.4% | 0.018% | |
5/9/2023 | US Bancorp DE | 4,063 | $287K | 0.0% | -5.9% | 0.018% | |
5/8/2023 | WealthPlan Investment Management LLC | 10,055 | $711K | 0.1% | -12.6% | 0.043% | |
5/8/2023 | L.M. Kohn & Company | 8,313 | $588K | 0.2% | -6.4% | 0.036% | |
5/5/2023 | Silver Oak Securities Incorporated | 30,255 | $2.14M | 0.4% | -1.5% | 0.130% | |
5/1/2023 | Cozad Asset Management Inc. | 9,728 | $688K | 0.1% | +2.9% | 0.042% | |
4/28/2023 | Janney Montgomery Scott LLC | 95,817 | $6.78M | 0.0% | -5.1% | 0.413% | |
4/27/2023 | Benedetti & Gucer Inc. | 15,153 | $1.07M | 0.6% | +18.8% | 0.065% | |
4/26/2023 | Investment Management of Virginia LLC | 212,630 | $15.04M | 2.9% | -2.6% | 0.917% | |
4/25/2023 | PSI Advisors LLC | 1,248 | $88K | 0.0% | +242.9% | 0.005% | |
4/21/2023 | Atlas Brown Inc. | 17,135 | $1.21M | 0.6% | +2.1% | 0.075% | |
4/20/2023 | Empire Financial Management Company LLC | 3,858 | $273K | 0.1% | N/A | 0.017% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 2,457 | $174K | 0.0% | N/A | 0.011% | |
4/12/2023 | Private Trust Co. NA | 1,848 | $131K | 0.0% | +34.6% | 0.008% | |
2/16/2023 | Live Oak Investment Partners | 45,449 | $3.25M | 3.0% | N/A | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 3,308 | $237K | 0.1% | N/A | 0.000% | |
2/13/2023 | Baird Financial Group Inc. | 273,207 | $19.55M | 0.1% | +7.7% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 3,749 | $268K | 0.0% | +15.0% | 0.000% | |
2/9/2023 | Biondo Investment Advisors LLC | 18,389 | $1.32M | 0.3% | +2.1% | 0.000% | |
2/8/2023 | Cozad Asset Management Inc. | 9,456 | $677K | 0.1% | +134.5% | 0.000% | |
2/7/2023 | Connectus Wealth LLC | 204,011 | $14.60M | 0.3% | +0.7% | 0.000% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 4,560 | $326K | 0.0% | +12.0% | 0.000% | |
2/7/2023 | Hollencrest Capital Management | 16,392 | $1.17M | 0.1% | N/A | 0.000% | |
2/3/2023 | Western Pacific Wealth Management LP | 500 | $36K | 0.0% | N/A | 0.000% | |
2/2/2023 | Silver Oak Securities Incorporated | 30,709 | $2.20M | 0.4% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 100,955 | $7.22M | 0.0% | +52.0% | 0.000% | |
1/23/2023 | Investment Management of Virginia LLC | 218,211 | $15.61M | 3.1% | +21.4% | 0.000% | |
1/23/2023 | Benedetti & Gucer Inc. | 12,759 | $913K | 0.7% | +1.6% | 0.000% | |
1/19/2023 | PSI Advisors LLC | 364 | $26K | 0.0% | N/A | 0.000% | |
1/11/2023 | New England Guild Wealth Advisors Inc. | 117,947 | $8.44M | 4.4% | +6.3% | 0.000% | |
1/10/2023 | S.A. Mason LLC | 575 | $41K | 0.0% | N/A | 0.000% | |
1/5/2023 | Martin Capital Partners LLC | 5,219 | $373K | 0.2% | +4.7% | 0.000% | |
1/5/2023 | Atlas Brown Inc. | 16,790 | $1.20M | 0.6% | +2.4% | 0.000% | |
11/22/2022 | IHT Wealth Management LLC | 6,153 | $396K | 0.0% | -3.8% | 0.000% | |
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11/14/2022 | Nations Financial Group Inc. IA ADV | 4,071 | $262K | 0.0% | +30.2% | 0.000% | |
11/10/2022 | Connectus Wealth LLC | 202,547 | $13.05M | 0.3% | N/A | 0.000% | |
11/9/2022 | Harvest Investment Services LLC | 7,787 | $501K | 0.6% | -2.5% | 0.000% | |
11/9/2022 | DB Wealth Management Group LLC | 7,019 | $452K | 0.3% | +4.2% | 0.000% | |
11/7/2022 | Cozad Asset Management Inc. | 4,033 | $260K | 0.0% | N/A | 0.000% | |
11/7/2022 | Essex Financial Services Inc. | 20,427 | $1.32M | 0.2% | +16.1% | 0.000% | |
11/7/2022 | Biondo Investment Advisors LLC | 18,014 | $1.16M | 0.3% | +2.8% | 0.000% | |
11/7/2022 | Investment Management of Virginia LLC | 179,733 | $11.58M | 2.5% | -0.6% | 0.000% | |
10/26/2022 | Bard Financial Services Inc. | 16,900 | $1.09M | 0.1% | +4.7% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 66,430 | $4.28M | 0.0% | +64.3% | 0.000% | |