8/11/2023 | Lansing Street Advisors | 52,468 | $1.25M | 0.7% | +18.4% | 0.856% | |
4/28/2023 | Lansing Street Advisors | 44,320 | $1.04M | 0.7% | +120.0% | 0.778% | |
4/20/2023 | Ethos Financial Group LLC | 266,591 | $6.25M | 1.9% | +1.6% | 4.677% | |
3/6/2023 | OLD Mission Capital LLC | 16,284 | $357K | 0.0% | -66.8% | 0.000% | |
2/9/2023 | Ethos Financial Group LLC | 262,360 | $6.18M | 2.1% | N/A | 0.000% | |
2/7/2023 | NewSquare Capital LLC | 1,569 | $34K | 0.0% | N/A | 0.000% | |
|
2/7/2023 | Lansing Street Advisors | 20,147 | $441K | 0.3% | +5.2% | 0.000% | |
1/18/2023 | Well Done LLC | 17,137 | $375K | 0.1% | -2.9% | 0.000% | |
11/16/2022 | Almanack Investment Partners LLC. | 3,156 | $64K | 0.0% | -99.3% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 49,052 | $994K | 0.0% | N/A | 0.000% | |
10/14/2022 | Baker Boyer National Bank | 13,641 | $277K | 0.1% | -24.6% | 0.000% | |
8/12/2022 | Almanack Investment Partners LLC. | 447,013 | $10.05M | 1.0% | +161.8% | 0.000% | |
8/8/2022 | Lansing Street Advisors | 19,159 | $431K | 0.3% | -87.3% | 0.000% | |
7/18/2022 | Well Done LLC | 17,650 | $397K | 0.1% | +4.1% | 0.000% | |
7/12/2022 | One Plus One Wealth Management LLC | 113,092 | $2.54M | 1.9% | +46.0% | 0.000% | |
5/13/2022 | Silicon Hills Wealth Management LLC | 127,639 | $3.39M | 2.2% | +28.2% | 0.000% | |
5/9/2022 | One Plus One Wealth Management LLC | 77,450 | $2.05M | 1.4% | +25.7% | 0.000% | |
5/9/2022 | Lansing Street Advisors | 151,298 | $3.91M | 2.5% | N/A | 0.000% | |
5/4/2022 | Warren Street Wealth Advisors LLC | 41,163 | $1.09M | 1.0% | +13.0% | 0.000% | |
4/29/2022 | Kathleen S. Wright Associates Inc. | 20,460 | $543K | 0.4% | +4.3% | 0.000% | |
4/28/2022 | Kathmere Capital Management LLC | 135,876 | $3.60M | 0.6% | +10.9% | 0.000% | |
4/28/2022 | Menlo Advisors LLC | 110,858 | $2.94M | 1.6% | +0.4% | 0.000% | |
4/21/2022 | Empirical Finance LLC | 1,243,146 | $32.97M | 3.7% | +3.1% | 0.000% | |
4/21/2022 | Empowered Funds LLC | 455,460 | $12.08M | 1.3% | -0.5% | 0.000% | |
4/20/2022 | Well Done LLC | 16,947 | $449K | 0.1% | +55.2% | 0.000% | |
4/19/2022 | Revolve Wealth Partners LLC | 664,640 | $17.63M | 5.1% | +17.7% | 0.000% | |
4/15/2022 | Baker Boyer National Bank | 17,862 | $474K | 0.2% | +16.5% | 0.000% | |
2/16/2022 | Menlo Advisors LLC | 110,403 | $2.90M | 1.4% | -0.6% | 0.000% | |
2/11/2022 | Silicon Hills Wealth Management LLC | 99,595 | $2.62M | 1.6% | +103.4% | 0.000% | |
2/10/2022 | OLD Mission Capital LLC | 19,402 | $510K | 0.0% | -55.0% | 0.000% | |
2/10/2022 | Empowered Funds LLC | 457,680 | $12.04M | 1.4% | +0.6% | 0.000% | |
2/8/2022 | Hedges Asset Management LLC | 9,000 | $237K | 0.2% | N/A | 0.000% | |
2/7/2022 | Warren Street Wealth Advisors LLC | 36,433 | $959K | 0.9% | N/A | 0.000% | |
2/4/2022 | Revolve Wealth Partners LLC | 564,461 | $14.85M | 4.3% | N/A | 0.000% | |
2/4/2022 | Empirical Finance LLC | 1,205,781 | $31.72M | 3.7% | +1.0% | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 19,489 | $513K | 0.0% | +7.0% | 0.000% | |
2/2/2022 | Kathleen S. Wright Associates Inc. | 19,620 | $516K | 0.4% | N/A | 0.000% | |
2/2/2022 | One One Wealth Management LLC | 61,635 | $1.62M | 1.1% | -17.1% | 0.000% | |
1/27/2022 | Paragon Capital Management Ltd | 6,500 | $171K | 0.0% | N/A | 0.000% | |
1/24/2022 | Baker Boyer National Bank | 15,327 | $403K | 0.2% | N/A | 0.000% | |
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1/21/2022 | Well Done LLC | 10,922 | $287K | 0.1% | +5.6% | 0.000% | |
11/16/2021 | Jane Street Group LLC | 67,248 | $1.82M | 0.0% | +513.6% | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 43,110 | $1.17M | 0.0% | -10.5% | 0.000% | |
11/12/2021 | Empirical Finance LLC | 1,194,420 | $32.27M | 4.9% | +26.0% | 0.000% | |
11/4/2021 | Almanack Investment Partners LLC. | 107,990 | $2.92M | 0.3% | -76.9% | 0.000% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 32,023 | $865K | 0.0% | -6.8% | 0.000% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 18,214 | $492K | 0.0% | +42.7% | 0.000% | |
11/1/2021 | Well Done LLC | 10,343 | $279K | 0.1% | +18.9% | 0.000% | |
10/14/2021 | Kathmere Capital Management LLC | 122,846 | $3.32M | 0.6% | +7.3% | 0.000% | |
8/30/2021 | Menlo Advisors LLC | 111,793 | $3.25M | 1.8% | -1.6% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 97,437 | $2.83M | 0.0% | -46.3% | 0.000% | |
8/13/2021 | OLD Mission Capital LLC | 48,162 | $1.40M | 0.0% | -42.1% | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 42,655 | $1.24M | 0.0% | +150.2% | 0.000% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 12,766 | $371K | 0.0% | +8.7% | 0.000% | |
8/10/2021 | Empirical Finance LLC | 947,851 | $27.53M | 4.2% | -1.2% | 0.000% | |
8/4/2021 | Almanack Investment Partners LLC. | 468,387 | $13.61M | 1.3% | +136.9% | 0.000% | |
8/4/2021 | Empowered Funds LLC | 561,134 | $16.30M | 2.1% | +19.3% | 0.000% | |
8/1/2021 | Sterneck Capital Management LLC | 8,031 | $233K | 0.1% | -7.0% | 0.000% | |
7/31/2021 | Kathmere Capital Management LLC | 114,463 | $3.33M | 0.6% | +7.0% | 0.000% | |
7/31/2021 | One One Wealth Management LLC | 72,323 | $2.10M | 1.4% | +40.4% | 0.000% | |
7/31/2021 | Well Done LLC | 8,700 | $253K | 0.1% | +12.5% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 181,529 | $5.24M | 0.0% | +76.4% | 0.000% | |
5/17/2021 | Silicon Hills Wealth Management LLC | 24,743 | $714K | 0.6% | -21.1% | 0.000% | |
5/11/2021 | Almanack Investment Partners LLC. | 197,683 | $5.70M | 0.6% | N/A | 0.000% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 11,741 | $339K | 0.0% | +8.8% | 0.000% | |
5/7/2021 | Kathmere Capital Management LLC | 106,931 | $3.09M | 0.6% | +9.9% | 0.000% | |
5/5/2021 | Sterneck Capital Management LLC | 8,637 | $249K | 0.2% | -6.7% | 0.000% | |
5/4/2021 | Commonwealth Equity Services LLC | 9,332 | $269K | 0.0% | -33.4% | 0.000% | |
5/4/2021 | Victory Capital Management Inc. | 175,754 | $5.07M | 0.0% | -12.6% | 0.000% | |
5/3/2021 | One One Wealth Management LLC | 51,521 | $1.49M | 1.2% | N/A | 0.000% | |
4/29/2021 | Well Done LLC | 7,734 | $223K | 0.1% | +5.6% | 0.000% | |
4/13/2021 | Menlo Advisors LLC | 113,623 | $3.28M | 1.9% | -3.6% | 0.000% | |
2/17/2021 | Jane Street Group LLC | 29,232 | $800K | 0.0% | +82.1% | 0.000% | |
2/16/2021 | Menlo Advisors LLC | 117,823 | $3.23M | 2.1% | -0.4% | 0.000% | |
2/16/2021 | Kathmere Capital Management LLC | 97,258 | $2.66M | 0.6% | +2.1% | 0.000% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 10,791 | $295K | 0.0% | N/A | 0.000% | |
2/2/2021 | Well Done LLC | 7,325 | $201K | 0.0% | N/A | 0.000% | |
12/3/2020 | Brinker Capital Investments LLC | 110,000 | $2.74M | 0.0% | +15.8% | 0.000% | |
11/20/2020 | Kathmere Capital Management LLC | 95,260 | $2.37M | 0.4% | +29.7% | 0.000% | |
11/17/2020 | Jane Street Group LLC | 16,051 | $399K | 0.0% | N/A | 0.000% | |
11/10/2020 | United Services Automobile Association | 201,161 | $4.99M | 0.1% | -1.5% | 0.000% | |
11/9/2020 | Victory Capital Management Inc. | 201,161 | $5.00M | 0.0% | -1.5% | 0.000% | |
11/4/2020 | Raymond James & Associates | 9,180 | $228K | 0.0% | N/A | 0.000% | |
10/28/2020 | Empirical Finance LLC | 1,003,754 | $24.95M | 4.7% | +3.8% | 0.000% | |
10/26/2020 | Empirical Finance LLC | 1,377,338 | $37.05M | 10.3% | +42.4% | 0.000% | |
10/26/2020 | Empowered Funds LLC | 536,655 | $13.34M | 4.2% | -1.1% | 0.000% | |
10/19/2020 | Aptus Capital Advisors LLC | 1,991 | $49K | 0.0% | -38.8% | 0.000% | |
10/14/2020 | Sterneck Capital Management LLC | 9,262 | $230K | 0.2% | -82.9% | 0.000% | |
8/12/2020 | Commonwealth Equity Services LLC | 29,937 | $724K | 0.0% | +7.0% | 0.000% | |
8/5/2020 | Kathmere Capital Management LLC | 73,465 | $1.78M | 0.5% | -4.7% | 0.000% | |
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7/29/2020 | Silicon Hills Wealth Management LLC | 37,049 | $897K | 1.1% | -1.3% | 0.000% | |
7/22/2020 | Aptus Capital Advisors LLC | 3,253 | $78K | 0.0% | N/A | 0.000% | |
7/20/2020 | Empirical Finance LLC | 967,055 | $23.41M | 6.0% | +1.1% | 0.000% | |
7/17/2020 | Menlo Advisors LLC | 118,418 | $2.87M | 2.2% | +0.5% | 0.000% | |
7/16/2020 | Empowered Funds LLC | 542,508 | $13.13M | 5.1% | -22.1% | 0.000% | |
6/16/2020 | Royal Bank of Canada | 125,546 | $2.61M | 0.0% | +57.0% | 0.000% | |
5/15/2020 | Jane Street Group LLC | 180,754 | $3.76M | 0.0% | N/A | 0.000% | |
5/15/2020 | Morgan Stanley | 1,700 | $35K | 0.0% | N/A | 0.000% | |
5/15/2020 | Silicon Hills Wealth Management LLC | 37,533 | $780K | 1.0% | +1,876,550.0% | 0.000% | |
5/12/2020 | Victory Capital Management Inc. | 204,290 | $4.25M | 0.0% | +68.2% | 0.000% | |