5/11/2024 | Lcnb Corp | 95,736 | $5.90M | 2.1% | +8.1% | 0.482% | |
5/10/2024 | Osaic Holdings Inc. | 174,110 | $10.74M | 0.0% | +20.8% | 0.877% | |
5/10/2024 | Viawealth LLC | 50,645 | $3.12M | 2.0% | +229.7% | 0.255% | |
5/9/2024 | Orion Portfolio Solutions LLC | 88,830 | $5.48M | 0.1% | +56.8% | 0.448% | |
5/9/2024 | Koshinski Asset Management Inc. | 46,946 | $2.90M | 0.3% | N/A | 0.237% | |
5/8/2024 | Avantax Advisory Services Inc. | 37,232 | $2.30M | 0.0% | +1.0% | 0.188% | |
|
5/8/2024 | Cornerstone Planning Group LLC | 161,564 | $9.72M | 3.0% | +7.7% | 0.814% | |
5/8/2024 | O Dell Group LLC | 5,739 | $354K | 0.1% | -19.7% | 0.029% | |
5/7/2024 | Atomi Financial Group Inc. | 64,271 | $3.96M | 0.4% | +177.2% | 0.346% | |
5/7/2024 | WealthPLAN Partners LLC | 179,547 | $11.07M | 1.1% | -5.7% | 0.965% | |
5/7/2024 | Oppenheimer & Co. Inc. | 26,393 | $1.63M | 0.0% | +10.3% | 0.142% | |
5/7/2024 | Insight Advisors LLC PA | 33,128 | $2.04M | 0.4% | -32.1% | 0.178% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,065 | $1.92M | 0.0% | -43.9% | 0.167% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,292 | $265K | 0.0% | -6.0% | 0.023% | |
5/2/2024 | Choreo LLC | 4,118 | $254K | 0.0% | -6.7% | 0.022% | |
5/2/2024 | Moloney Securities Asset Management LLC | 7,654 | $472K | 0.1% | N/A | 0.041% | |
5/1/2024 | Janney Montgomery Scott LLC | 32,042 | $1.98M | 0.0% | +55.7% | 0.172% | |
5/1/2024 | Centric Wealth Management | 126,798 | $7.51M | 2.4% | -1.8% | 0.682% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,489 | $153K | 0.0% | +248,800.0% | 0.013% | |
5/1/2024 | Stegent Equity Advisors Inc. | 44,238 | $2.73M | 2.8% | -2.7% | 0.238% | |
4/30/2024 | Private Advisor Group LLC | 302,862 | $18.68M | 0.1% | +69.2% | 1.628% | |
4/30/2024 | SpiderRock Advisors LLC | 6,445 | $391K | 0.0% | N/A | 0.035% | |
4/29/2024 | Commonwealth Equity Services LLC | 55,413 | $3.42M | 0.0% | -28.8% | 0.298% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 20,861 | $1.29M | 0.0% | +37.1% | 0.112% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 33,115 | $1.99M | 0.4% | N/A | 0.178% | |
4/25/2024 | Eudaimonia Partners LLC | 46,074 | $2.84M | 0.7% | +5.0% | 0.248% | |
4/25/2024 | Eudaimonia Advisors LLC | 42,796 | $2.64M | 1.4% | +11.0% | 0.230% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 151,756 | $9.36M | 0.0% | +129.3% | 0.816% | |
4/24/2024 | CENTRAL TRUST Co | 368,659 | $22.73M | 0.6% | +0.6% | 1.982% | |
4/24/2024 | Simplicity Wealth LLC | 13,141 | $810K | 0.0% | N/A | 0.071% | |
4/23/2024 | Global Retirement Partners LLC | 20,648 | $1.27M | 0.0% | +9.3% | 0.111% | |
4/23/2024 | Sweet Financial Partners LLC | 177,923 | $10.97M | 2.5% | +0.2% | 0.957% | |
4/22/2024 | Provident Wealth Management LLC | 33,149 | $2.04M | 0.8% | -2.4% | 0.178% | |
4/22/2024 | Oakworth Capital Inc. | 2,900 | $179K | 0.0% | -30.4% | 0.016% | |
4/19/2024 | Meadow Creek Wealth Advisors LLC | 14,702 | $907K | 0.6% | -5.0% | 0.109% | |
4/16/2024 | RiverTree Advisors LLC | 88,420 | $5.45M | 3.7% | +29.6% | 0.657% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 12,360 | $762K | 0.0% | -62.1% | 0.092% | |
4/15/2024 | Financial Enhancement Group LLC | 261,356 | $15.85M | 2.6% | +2.8% | 1.943% | |
4/11/2024 | Cooper Financial Group | 16,413 | $1.01M | 0.2% | -2.2% | 0.122% | |
4/11/2024 | International Assets Investment Management LLC | 4,445 | $273K | 0.0% | -97.7% | 0.033% | |
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4/11/2024 | FOCUS Wealth Advisors LLC | 89,122 | $5.50M | 2.9% | +14.1% | 0.663% | |
4/10/2024 | Park Avenue Securities LLC | 7,965 | $491K | 0.0% | N/A | 0.059% | |
4/9/2024 | Richard P Slaughter Associates Inc | 72,771 | $4.49M | 1.1% | +63.5% | 0.541% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 24,141 | $1.36M | 0.0% | +14.0% | 0.179% | |
3/8/2024 | ICA Group Wealth Management LLC | 3,506 | $197K | 0.0% | N/A | 0.026% | |
2/14/2024 | Traction Financial Partners LLC | 3,792 | $213K | 0.1% | N/A | 0.028% | |
2/13/2024 | Belpointe Asset Management LLC | 30,487 | $1.72M | 0.2% | +93.5% | 0.227% | |
2/13/2024 | Rathbones Group PLC | 10,646 | $599K | 0.0% | -11.4% | 0.079% | |
2/12/2024 | Laidlaw Wealth Management LLC | 17,832 | $1.00M | 0.4% | -3.6% | 0.133% | |
2/12/2024 | Avestar Capital LLC | 47,758 | $2.69M | 0.3% | +25.7% | 0.355% | |
2/12/2024 | Lcnb Corp | 88,541 | $4.98M | 2.0% | +7.5% | 0.658% | |
2/12/2024 | Stifel Financial Corp | 80,352 | $4.52M | 0.0% | -2.4% | 0.597% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 13,890 | $781K | 0.0% | +6.1% | 0.103% | |
2/9/2024 | Advisory Services Network LLC | 17,583 | $989K | 0.0% | -33.3% | 0.131% | |
2/9/2024 | Orion Portfolio Solutions LLC | 56,634 | $3.22M | 0.0% | -6.4% | 0.421% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 66,180 | $3.72M | 0.0% | -0.4% | 0.492% | |
2/9/2024 | Assetmark Inc. | 9,362 | $527K | 0.0% | +140.9% | 0.070% | |
2/9/2024 | CreativeOne Wealth LLC | 17,326 | $974K | 0.1% | +13.9% | 0.129% | |
2/8/2024 | Eudaimonia Partners LLC | 43,864 | $2.47M | 0.6% | +10.3% | 0.326% | |
2/8/2024 | Janney Montgomery Scott LLC | 20,578 | $1.16M | 0.0% | -2.3% | 0.153% | |
2/7/2024 | Avantax Advisory Services Inc. | 36,854 | $2.07M | 0.0% | +28.6% | 0.274% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 55,365 | $3.12M | 0.0% | +23.3% | 0.412% | |
2/7/2024 | NBC Securities Inc. | 616 | $34K | 0.0% | -54.8% | 0.005% | |
2/7/2024 | Iams Wealth Management LLC | 5,092 | $286K | 0.2% | N/A | 0.038% | |
2/7/2024 | Darwin Wealth Management LLC | 46,656 | $2.63M | 0.7% | -9.1% | 0.347% | |
2/6/2024 | Centric Wealth Management | 129,085 | $7.63M | 2.4% | N/A | 0.960% | |
2/6/2024 | Lincoln National Corp | 19,965 | $1.12M | 0.0% | -3.1% | 0.148% | |
2/6/2024 | Private Advisor Group LLC | 179,002 | $10.07M | 0.1% | -12.8% | 1.331% | |
2/6/2024 | National Bank of Canada FI | 535 | $30K | 0.0% | +127.7% | 0.004% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 15,217 | $856K | 0.0% | +4.9% | 0.113% | |
2/5/2024 | Owen LaRue LLC | 19,694 | $1.11M | 1.1% | N/A | 0.146% | |
2/5/2024 | Stegent Equity Advisors Inc. | 45,443 | $2.56M | 3.0% | +311.9% | 0.338% | |
2/5/2024 | Kestra Private Wealth Services LLC | 25,063 | $1.41M | 0.0% | +36.4% | 0.186% | |
2/5/2024 | Choreo LLC | 4,414 | $248K | 0.0% | -7.5% | 0.033% | |
2/5/2024 | Silver Oak Securities Incorporated | 23,887 | $1.34M | 0.2% | +30.1% | 0.178% | |
2/5/2024 | Brio Consultants LLC | 90,485 | $5.09M | 0.9% | -2.0% | 0.673% | |
2/2/2024 | Citizens Financial Group Inc. RI | 38,353 | $2.16M | 0.1% | +115.2% | 0.285% | |
2/2/2024 | Golden State Equity Partners | 24,548 | $1.38M | 0.3% | -36.1% | 0.183% | |
2/2/2024 | Truist Financial Corp | 468,416 | $26.35M | 0.0% | -2.8% | 3.483% | |
2/2/2024 | Anfield Capital Management LLC | 25,768 | $1.45M | 0.8% | -43.8% | 0.192% | |
2/2/2024 | TAP Consulting LLC | 30,530 | $1.72M | 0.4% | +0.6% | 0.227% | |
2/2/2024 | Atria Wealth Solutions Inc. | 47,325 | $2.66M | 0.0% | -1.3% | 0.352% | |
2/2/2024 | Acas LLC | 58,108 | $3.27M | 3.7% | -3.0% | 0.432% | |
2/1/2024 | Eudaimonia Advisors LLC | 38,569 | $2.17M | 1.4% | +3.2% | 0.287% | |
2/1/2024 | Larson Financial Group LLC | 1,775 | $100K | 0.0% | N/A | 0.013% | |
2/1/2024 | CWM LLC | 4,207 | $237K | 0.0% | +94.3% | 0.031% | |
1/31/2024 | Western Wealth Management LLC | 4,116 | $232K | 0.0% | +8.2% | 0.031% | |
1/31/2024 | Oakworth Capital Inc. | 4,164 | $234K | 0.0% | +197.4% | 0.031% | |
1/30/2024 | Capital Analysts LLC | 4,482 | $252K | 0.0% | -16.0% | 0.033% | |
1/26/2024 | Cerity Partners LLC | 65,974 | $3.71M | 0.0% | N/A | 0.491% | |
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1/26/2024 | Cedrus LLC | 16,272 | $915K | 0.6% | -13.8% | 0.121% | |
1/26/2024 | Geneos Wealth Management Inc. | 4,566 | $257K | 0.0% | -17.4% | 0.034% | |
1/26/2024 | Bridgeworth LLC | 9,331 | $525K | 0.1% | +2.7% | 0.069% | |
1/25/2024 | International Assets Investment Management LLC | 189,554 | $10.66M | 0.0% | N/A | 1.409% | |
1/25/2024 | RiverTree Advisors LLC | 68,243 | $3.84M | 2.6% | N/A | 0.507% | |
1/24/2024 | Provident Wealth Management LLC | 33,962 | $1.91M | 0.8% | -1.3% | 0.253% | |
1/24/2024 | Stratos Wealth Partners LTD. | 106,735 | $6.01M | 0.1% | +8.8% | 0.794% | |
1/24/2024 | Stratos Wealth Advisors LLC | 9,681 | $545K | 0.0% | N/A | 0.072% | |
1/24/2024 | CENTRAL TRUST Co | 366,284 | $20.61M | 0.5% | +49.1% | 2.723% | |
1/24/2024 | Allworth Financial LP | 2,020 | $114K | 0.0% | N/A | 0.015% | |