5/31/2024 | First Citizens Financial Corp | 13,539 | $2M | 1.2% | -1.3% | 0.294% | |
5/24/2024 | Cetera Advisors LLC | 8,323 | $1.23M | 0.0% | +16.0% | 0.181% | |
5/24/2024 | Cetera Investment Advisers | 17,767 | $2.63M | 0.0% | +1,018.8% | 0.386% | |
5/17/2024 | Comerica Bank | 2,677 | $395K | 0.0% | -37.2% | 0.058% | |
5/14/2024 | EP Wealth Advisors LLC | 1,145 | $169K | 0.0% | -29.8% | 0.025% | |
5/14/2024 | Mattern Wealth Management LLC | 2,746 | $406K | 0.1% | -40.4% | 0.060% | |
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5/9/2024 | Picton Mahoney Asset Management | 4,700 | $694K | 0.0% | +104.3% | 0.102% | |
5/7/2024 | Oppenheimer & Co. Inc. | 1,448 | $214K | 0.0% | N/A | 0.031% | |
5/4/2024 | Essex LLC | 4,555 | $673K | 0.2% | -6.4% | 0.099% | |
5/3/2024 | Commerce Bank | 117,528 | $17.36M | 0.1% | -0.2% | 2.555% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,462 | $364K | 0.0% | +64.8% | 0.054% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 1,365 | $201K | 0.0% | N/A | 0.030% | |
4/30/2024 | Private Advisor Group LLC | 3,408 | $503K | 0.0% | -6.9% | 0.074% | |
4/29/2024 | Commonwealth Equity Services LLC | 40,112 | $5.93M | 0.0% | -7.2% | 0.872% | |
4/27/2024 | Kellett Wealth Advisors LLC | 10,972 | $1.62M | 1.1% | +26.8% | 0.239% | |
4/26/2024 | Trueblood Wealth Management LLC | 1,431 | $211K | 0.1% | N/A | 0.031% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 4,643 | $664K | 0.5% | -6.1% | 0.101% | |
4/26/2024 | Clear Creek Financial Management LLC | 2,373 | $351K | 0.0% | -6.6% | 0.052% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 5,475 | $809K | 0.0% | N/A | 0.119% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 9,014 | $1.33M | 0.0% | -19.2% | 0.212% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 4,522 | $668K | 0.0% | +2.1% | 0.106% | |
4/18/2024 | HFG Advisors Inc. | 2,963 | $438K | 0.4% | -10.2% | 0.070% | |
4/17/2024 | Foguth Wealth Management LLC. | 2,526 | $373K | 0.2% | N/A | 0.059% | |
4/16/2024 | Independence Bank of Kentucky | 2,175 | $321K | 0.1% | -10.3% | 0.051% | |
4/16/2024 | Dohj LLC | 4,911 | $726K | 0.2% | N/A | 0.116% | |
4/11/2024 | &PARTNERS | 3,856 | $570K | 0.1% | N/A | 0.091% | |
3/4/2024 | Vima LLC | 861 | $119K | 0.3% | N/A | 0.014% | |
2/28/2024 | EP Wealth Advisors LLC | 1,632 | $225K | 0.0% | N/A | 0.027% | |
2/27/2024 | Counterweight Ventures LLC | 12,770 | $1.76M | 1.6% | N/A | 0.215% | |
2/12/2024 | Focus Financial Network Inc. ADV | 1,484 | $205K | 0.0% | N/A | 0.025% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 6,839 | $945K | 0.0% | -48.8% | 0.115% | |
2/9/2024 | Advisory Services Network LLC | 1,521 | $210K | 0.0% | -82.1% | 0.026% | |
2/9/2024 | Commerce Bank | 117,748 | $16.27M | 0.1% | -2.2% | 1.979% | |
2/9/2024 | Sachetta LLC | 34,898 | $4.82M | 2.3% | N/A | 0.587% | |
2/9/2024 | Wells Fargo & Company MN | 162,507 | $22.45M | 0.0% | +0.7% | 2.731% | |
2/9/2024 | UBS Group AG | 140,200 | $19.37M | 0.0% | +6.6% | 2.356% | |
2/8/2024 | TrinityPoint Wealth LLC | 1,520 | $210K | 0.0% | -4.8% | 0.026% | |
2/8/2024 | Atlantic Edge Private Wealth Management LLC | 490 | $68K | 0.0% | N/A | 0.008% | |
2/8/2024 | Navellier & Associates Inc. | 2,356 | $326K | 0.0% | N/A | 0.040% | |
2/8/2024 | Beacon Pointe Advisors LLC | 2,122 | $293K | 0.0% | -13.2% | 0.036% | |
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2/8/2024 | MinichMacGregor Wealth Management LLC | 2,147 | $297K | 0.1% | -16.6% | 0.036% | |
2/8/2024 | Wade G W & Inc. | 16,230 | $2.24M | 0.1% | -2.0% | 0.273% | |
2/8/2024 | Nvwm LLC | 6,934 | $958K | 0.3% | +593.4% | 0.117% | |
2/7/2024 | NBC Securities Inc. | 192 | $26K | 0.0% | -43.5% | 0.003% | |
2/7/2024 | Principal Securities Inc. | 1,382 | $191K | 0.0% | N/A | 0.023% | |
2/6/2024 | Picton Mahoney Asset Management | 2,300 | $318K | 0.0% | +139.6% | 0.039% | |
2/6/2024 | Family Asset Management LLC | 1,916 | $265K | 0.2% | -43.4% | 0.032% | |
2/6/2024 | Private Advisor Group LLC | 3,659 | $506K | 0.0% | +15.8% | 0.061% | |
2/6/2024 | Ifrah Financial Services Inc. | 3,116 | $430K | 0.1% | -33.3% | 0.052% | |
2/5/2024 | Navis Wealth Advisors LLC | 7,845 | $1.08M | 1.4% | +1.1% | 0.132% | |
2/2/2024 | Atria Wealth Solutions Inc. | 1,924 | $266K | 0.0% | N/A | 0.032% | |
2/1/2024 | Nikulski Financial Inc. | 7,477 | $1.03M | 0.4% | -1.5% | 0.126% | |
2/1/2024 | CWM LLC | 636 | $88K | 0.0% | +15.6% | 0.011% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 308 | $43K | 0.0% | N/A | 0.005% | |
1/31/2024 | Kellett Wealth Advisors LLC | 8,653 | $1.20M | 0.9% | N/A | 0.145% | |
1/29/2024 | Graypoint LLC | 1,531 | $212K | 0.0% | N/A | 0.026% | |
1/29/2024 | Essex LLC | 4,865 | $672K | 0.2% | -24.6% | 0.082% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 206 | $28K | 0.0% | N/A | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 28,212 | $3.90M | 0.0% | N/A | 0.474% | |
1/24/2024 | Allworth Financial LP | 744 | $103K | 0.0% | -20.6% | 0.013% | |
1/24/2024 | International Assets Investment Management LLC | 28,212 | $3.90M | 0.0% | N/A | 0.474% | |
1/24/2024 | Clear Creek Financial Management LLC | 2,541 | $351K | 0.1% | -10.1% | 0.043% | |
1/23/2024 | Independence Bank of Kentucky | 2,425 | $335K | 0.1% | -3.6% | 0.041% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 1,480 | $204K | 0.1% | +111.4% | 0.025% | |
1/22/2024 | Southern Capital Advisors LLC | 1,599 | $221K | 0.2% | N/A | 0.027% | |
1/17/2024 | Patriot Investment Management Group Inc. | 3,185 | $440K | 0.0% | -4.3% | 0.054% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,150 | $1.54M | 0.0% | -10.8% | 0.187% | |
1/16/2024 | Raymond James & Associates | 7,590 | $1.05M | 0.0% | -74.2% | 0.128% | |
1/16/2024 | Wealthstar Advisors LLC | 10,806 | $1.49M | 0.2% | N/A | 0.182% | |
1/12/2024 | Mutual Advisors LLC | 2,115 | $292K | 0.0% | +8.0% | 0.036% | |
1/11/2024 | Brookstone Capital Management | 19,089 | $2.64M | 0.1% | +8.7% | 0.321% | |
1/11/2024 | First Citizens Financial Corp | 13,716 | $1.90M | 1.2% | -2.2% | 0.231% | |
1/11/2024 | Kesler Norman & Wride LLC | 2,374 | $328K | 0.1% | +32.4% | 0.040% | |
1/11/2024 | Gilman Hill Asset Management LLC | 1,500 | $207K | 0.0% | N/A | 0.025% | |
1/2/2024 | Anchor Investment Management LLC | 325 | $45K | 0.0% | N/A | 0.005% | |
12/11/2023 | Sunbelt Securities Inc. | 2,587 | $327K | 0.0% | +12.4% | 0.043% | |
12/6/2023 | Citigroup Inc. | 3,687 | $466K | 0.0% | -15.6% | 0.062% | |
11/14/2023 | Tower Research Capital LLC TRC | 7,267 | $918K | 0.0% | +2,136.0% | 0.122% | |
11/14/2023 | Mutual Advisors LLC | 1,959 | $248K | 0.0% | -78.7% | 0.033% | |
11/14/2023 | PGIM Custom Harvest LLC | 286,918 | $36.24M | 1.1% | +1.2% | 4.822% | |
11/13/2023 | LPL Financial LLC | 78,365 | $9.90M | 0.0% | +0.1% | 1.317% | |
11/13/2023 | Kesler Norman & Wride LLC | 1,793 | $227K | 0.1% | N/A | 0.030% | |
11/9/2023 | SPC Financial Inc. | 4,801 | $606K | 0.1% | -96.2% | 0.081% | |
11/9/2023 | Citigroup Inc. | 3,687 | $466K | 0.0% | -15.6% | 0.062% | |
11/9/2023 | Blair William & Co. IL | 204 | $26K | 0.0% | +145.8% | 0.003% | |
11/9/2023 | UBS Group AG | 131,553 | $16.62M | 0.0% | -13.9% | 2.211% | |
11/8/2023 | Aptus Capital Advisors LLC | 567 | $72K | 0.0% | -13.7% | 0.010% | |
11/8/2023 | Wade G W & Inc. | 16,567 | $2.09M | 0.1% | -17.8% | 0.278% | |
11/8/2023 | HighTower Advisors LLC | 3,753 | $475K | 0.0% | -17.0% | 0.063% | |
11/8/2023 | Pathstone Family Office LLC | 3,015 | $381K | 0.0% | N/A | 0.051% | |
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11/8/2023 | Janney Montgomery Scott LLC | 1,846 | $233K | 0.0% | N/A | 0.031% | |
11/8/2023 | Milestone Advisory Partners | 24,937 | $3.15M | 2.0% | +15.7% | 0.419% | |
11/8/2023 | Spire Wealth Management | 2,784 | $352K | 0.0% | +55,580.0% | 0.047% | |
11/8/2023 | NewEdge Wealth LLC | 2,343 | $296K | 0.0% | -25.3% | 0.039% | |
11/8/2023 | WealthBridge Capital Management LLC | 2,699 | $341K | 0.1% | -4.4% | 0.045% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 1,995 | $252K | 0.0% | -22.3% | 0.034% | |
11/6/2023 | Picton Mahoney Asset Management | 960 | $121K | 0.0% | N/A | 0.016% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 5,173 | $653K | 0.6% | -3.1% | 0.087% | |
11/4/2023 | NBC Securities Inc. | 340 | $42K | 0.0% | N/A | 0.006% | |
11/2/2023 | Family Asset Management LLC | 3,386 | $428K | 0.3% | -6.2% | 0.057% | |