5/8/2024 | Cozad Asset Management Inc. | 10,496 | $712K | 0.1% | +2.5% | 0.002% | |
5/8/2024 | Isthmus Partners LLC | 22,877 | $1.55M | 0.2% | +7.2% | 0.004% | |
5/6/2024 | Mitchell Capital Management Co. | 8,614 | $585K | 0.1% | -2.3% | 0.002% | |
5/4/2024 | 9258 Wealth Management LLC | 30,706 | $2.08M | 0.3% | +5.9% | 0.006% | |
5/2/2024 | First Command Advisory Services Inc. | 149,952 | $10.18M | 0.1% | -1.6% | 0.028% | |
5/2/2024 | Haverford Trust Co | 38,758 | $2.63M | 0.0% | +4.8% | 0.007% | |
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5/2/2024 | Horan Securities Inc. | 10,850 | $736K | 0.3% | -8.6% | 0.002% | |
5/2/2024 | Vantage Financial Partners LLC | 254,485 | $17.27M | 4.6% | -3.5% | 0.047% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,493,386 | $101.34M | 0.3% | +24.4% | 0.278% | |
4/29/2024 | Crescent Grove Advisors LLC | 63,009 | $4.28M | 0.4% | -9.3% | 0.012% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 43,576 | $2.96M | 2.6% | +0.5% | 0.008% | |
4/25/2024 | Equitable Trust Co. | 421,994 | $28.64M | 2.0% | -3.8% | 0.079% | |
4/25/2024 | Valeo Financial Advisors LLC | 4,116 | $273K | 0.0% | -42.4% | 0.001% | |
4/25/2024 | IAG Wealth Partners LLC | 436 | $30K | 0.0% | N/A | 0.000% | |
4/25/2024 | Summit Financial LLC | 73,236 | $4.97M | 0.3% | -1.7% | 0.014% | |
4/24/2024 | Zhang Financial LLC | 46,978 | $3.19M | 0.2% | +1.9% | 0.009% | |
4/24/2024 | SOL Capital Management CO | 8,757 | $594K | 0.1% | -2.2% | 0.002% | |
4/24/2024 | NBT Bank N A NY | 56,358 | $3.82M | 0.3% | +14.8% | 0.011% | |
4/24/2024 | Essex Financial Services Inc. | 45,440 | $3.08M | 0.3% | -1.1% | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 3,724 | $253K | 0.0% | -8.4% | 0.001% | |
4/22/2024 | Confluence Wealth Services Inc. | 6,190 | $420K | 0.0% | +55.8% | 0.001% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 11,057 | $750K | 0.0% | +5.8% | 0.002% | |
4/17/2024 | Vicus Capital | 21,555 | $1.46M | 0.1% | -1.0% | 0.004% | |
4/16/2024 | Tsfg LLC | 1,376 | $93K | 0.0% | -11.6% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 11,778 | $799K | 0.1% | -5.8% | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 5,377 | $365K | 0.0% | +8.6% | 0.001% | |
4/12/2024 | Harbor Investment Advisory LLC | 4,092 | $278K | 0.0% | +4.5% | 0.001% | |
4/12/2024 | AdvisorNet Financial Inc | 86,533 | $5.87M | 0.6% | +2.2% | 0.016% | |
4/11/2024 | Private Capital Management LLC | 4,031 | $262K | 0.1% | N/A | 0.001% | |
4/5/2024 | First Hawaiian Bank | 261,526 | $17.75M | 0.5% | +1.1% | 0.050% | |
4/5/2024 | Madison Park Capital Advisors LLC | 3,767 | $256K | 0.2% | N/A | 0.001% | |
4/3/2024 | Prairieview Wealth Partners LLC | 189,116 | $12.83M | 11.6% | +3.8% | 0.036% | |
3/8/2024 | ICA Group Wealth Management LLC | 728 | $47K | 0.0% | N/A | 0.000% | |
2/20/2024 | Able Wealth Management LLC | 4,130 | $268K | 0.2% | N/A | 0.001% | |
2/16/2024 | Oarsman Capital Inc. | 25,605 | $1.66M | 0.4% | N/A | 0.005% | |
2/16/2024 | Aspect Partners LLC | 10,125 | $657K | 0.4% | N/A | 0.002% | |
2/15/2024 | OLD Mission Capital LLC | 689,542 | $44.77M | 0.8% | N/A | 0.132% | |
2/14/2024 | Icon Wealth Advisors LLC | 7,007 | $455K | 0.0% | N/A | 0.001% | |
2/14/2024 | Broadview Financial Management LLC | 13,662 | $887K | 0.7% | +1.6% | 0.003% | |
2/14/2024 | Connectus Wealth LLC | 96,553 | $6.27M | 0.1% | -56.2% | 0.018% | |
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2/14/2024 | Waterloo Capital L.P. | 15,096 | $980K | 0.2% | N/A | 0.003% | |
2/13/2024 | Jones Financial Companies Lllp | 458,625 | $29.78M | 0.0% | +2.6% | 0.088% | |
2/13/2024 | SWS Partners | 20,846 | $1.35M | 0.4% | -56.9% | 0.004% | |
2/12/2024 | Isthmus Partners LLC | 21,346 | $1.39M | 0.2% | +0.8% | 0.004% | |
2/12/2024 | NYL Investors LLC | 91,233 | $5.92M | 0.2% | +358.5% | 0.017% | |
2/12/2024 | Parallel Advisors LLC | 5,143 | $334K | 0.0% | +89.2% | 0.001% | |
2/9/2024 | EverSource Wealth Advisors LLC | 11,271 | $732K | 0.1% | +823.9% | 0.002% | |
2/9/2024 | Keystone Financial Group | 3,469 | $225K | 0.0% | -4.9% | 0.001% | |
2/8/2024 | Haverford Trust Co | 36,970 | $2.40M | 0.0% | -0.7% | 0.007% | |
2/8/2024 | Prairieview Wealth Partners LLC | 182,166 | $11.83M | 11.8% | N/A | 0.035% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,200,732 | $77.96M | 0.3% | +0.4% | 0.230% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 31,035 | $2.02M | 0.2% | +57.0% | 0.006% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 725 | $47K | 0.0% | N/A | 0.000% | |
2/6/2024 | 9258 Wealth Management LLC | 28,992 | $1.88M | 0.3% | +13.0% | 0.006% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 35,699 | $2.32M | 0.6% | +34.4% | 0.007% | |
2/6/2024 | Natixis Advisors L.P. | 19,907 | $1.29M | 0.0% | N/A | 0.004% | |
2/6/2024 | Summit Financial LLC | 74,500 | $4.84M | 0.3% | +1.6% | 0.014% | |
2/6/2024 | Essex Financial Services Inc. | 45,962 | $2.98M | 0.3% | -1.5% | 0.009% | |
2/5/2024 | Cozad Asset Management Inc. | 10,236 | $665K | 0.1% | +5.8% | 0.002% | |
2/5/2024 | Vantage Financial Partners LLC | 263,826 | $17.13M | 5.0% | +11.3% | 0.051% | |
2/1/2024 | Roble Belko & Company Inc | 53,937 | $3.50M | 0.7% | +80.0% | 0.010% | |
2/1/2024 | First Command Advisory Services Inc. | 152,375 | $9.89M | 0.1% | +3.4% | 0.029% | |
2/1/2024 | Vicus Capital | 21,765 | $1.41M | 0.1% | -13.5% | 0.004% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,063 | $69K | 0.0% | N/A | 0.000% | |
1/31/2024 | Zhang Financial LLC | 46,115 | $2.99M | 0.3% | +2.1% | 0.009% | |
1/31/2024 | Davidson Trust Co. | 38,980 | $2.53M | 1.6% | -2.3% | 0.007% | |
1/30/2024 | Crescent Grove Advisors LLC | 69,481 | $4.51M | 0.5% | +3.2% | 0.013% | |
1/30/2024 | Canton Hathaway LLC | 389 | $25K | 0.0% | -46.6% | 0.000% | |
1/30/2024 | Waldron Private Wealth LLC | 2,640,330 | $171.44M | 8.2% | -1.1% | 0.506% | |
1/29/2024 | Graypoint LLC | 3,140 | $204K | 0.0% | N/A | 0.001% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 605 | $39K | 0.0% | N/A | 0.000% | |
1/29/2024 | Valeo Financial Advisors LLC | 7,144 | $464K | 0.0% | -6.0% | 0.001% | |
1/26/2024 | Harbor Investment Advisory LLC | 3,917 | $254K | 0.0% | +8.8% | 0.001% | |
1/25/2024 | SOL Capital Management CO | 8,952 | $581K | 0.1% | +17.1% | 0.002% | |
1/25/2024 | Confluence Wealth Services Inc. | 3,973 | $258K | 0.0% | -12.0% | 0.001% | |
1/25/2024 | Strategic Blueprint LLC | 4,066 | $264K | 0.0% | N/A | 0.001% | |
1/25/2024 | Equitable Trust Co. | 438,448 | $28.47M | 2.1% | -12.4% | 0.084% | |
1/24/2024 | Arlington Trust Co LLC | 21,001 | $1.36M | 0.4% | N/A | 0.004% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 1,206,880 | $78.36M | 1.2% | +1.8% | 0.231% | |
1/24/2024 | Arkadios Wealth Advisors | 3,807 | $247K | 0.0% | N/A | 0.001% | |
1/22/2024 | Dougherty Wealth Advisers LLC | 43,338 | $2.81M | 2.6% | +6.7% | 0.008% | |
1/19/2024 | AdvisorNet Financial Inc | 84,665 | $5.50M | 0.5% | +3.5% | 0.016% | |
1/19/2024 | Life Planning Partners Inc | 6,543 | $425K | 0.4% | N/A | 0.001% | |
1/19/2024 | Gleason Group Inc. | 87,198 | $5.66M | 1.3% | +1.6% | 0.017% | |
1/18/2024 | ETF Portfolio Partners Inc. | 31,508 | $2.05M | 0.7% | +2.9% | 0.006% | |
1/17/2024 | IFG Advisory LLC | 24,463 | $1.59M | 0.1% | +16.2% | 0.005% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 4,953 | $322K | 0.0% | +34.9% | 0.001% | |
1/12/2024 | Sara Bay Financial | 5,656 | $367K | 0.2% | +24.1% | 0.001% | |
1/11/2024 | SOA Wealth Advisors LLC. | 640 | $42K | 0.0% | N/A | 0.000% | |
1/11/2024 | Rise Advisors LLC | 6,860 | $445K | 0.3% | -8.8% | 0.001% | |
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1/10/2024 | Financial Network Wealth Management LLC | 156,074 | $10.13M | 4.4% | +2.3% | 0.030% | |
1/4/2024 | VERITY Wealth Advisors | 10,294 | $668K | 0.6% | +41.1% | 0.002% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 632 | $41K | 0.0% | N/A | 0.000% | |
12/18/2023 | CoreFirst Bank & Trust | 773 | $46K | 0.0% | +28.4% | 0.000% | |
12/11/2023 | Sunbelt Securities Inc. | 12,634 | $758K | 0.1% | +82.9% | 0.002% | |
11/16/2023 | Blueprint Investment Partners LLC | 5,177 | $311K | 0.1% | -3.3% | 0.001% | |
11/16/2023 | Essex Financial Services Inc. | 46,649 | $2.80M | 0.3% | +16.9% | 0.009% | |
11/15/2023 | Integrated Wealth Concepts LLC | 25,238 | $1.51M | 0.0% | +1.9% | 0.005% | |
11/15/2023 | Baker Avenue Asset Management LP | 3,792 | $227K | 0.0% | +118.3% | 0.001% | |
11/15/2023 | Alerus Financial NA | 1,037,821 | $62.26M | 5.5% | +6.4% | 0.203% | |