5/31/2024 | First Citizens Financial Corp | 33,283 | $1.17M | 0.7% | +2.3% | 0.912% | |
5/20/2024 | Adams Wealth Management | 93,238 | $3.27M | 0.8% | +23.1% | 2.554% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,377 | $679K | 0.0% | N/A | 0.538% | |
5/4/2024 | Financial Connections Group Inc. | 19,923 | $698K | 0.8% | -15.2% | 0.553% | |
4/22/2024 | Rovin Capital UT ADV | 22,947 | $804K | 0.3% | +11.4% | 0.632% | |
4/11/2024 | PFW Advisors LLC | 137,753 | $4.83M | 1.5% | +6.7% | 5.009% | |
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4/10/2024 | Park Avenue Securities LLC | 32,192 | $1.13M | 0.0% | +6.4% | 1.171% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 4,732 | $165K | 0.1% | +407.7% | 0.172% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 19,492 | $678K | 0.3% | +22.6% | 0.709% | |
2/12/2024 | Adams Wealth Management | 75,765 | $2.64M | 0.8% | +3.0% | 2.755% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 6,965 | $240K | 0.2% | +7.7% | 0.253% | |
2/2/2024 | Truist Financial Corp | 13,242 | $461K | 0.0% | N/A | 0.482% | |
2/1/2024 | CWM LLC | 8,273 | $288K | 0.0% | N/A | 0.301% | |
1/26/2024 | Financial Connections Group Inc. | 23,487 | $817K | 0.5% | +1.9% | 0.854% | |
1/22/2024 | Wright Fund Management LLC | 224,700 | $7.82M | 0.4% | +49.8% | 8.171% | |
1/22/2024 | PFW Advisors LLC | 129,138 | $4.49M | 1.4% | -4.5% | 4.696% | |
1/16/2024 | Raymond James & Associates | 14,000 | $487K | 0.0% | N/A | 0.509% | |
1/11/2024 | First Citizens Financial Corp | 32,529 | $1.13M | 0.7% | +51.7% | 1.183% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 15,904 | $531K | 0.2% | +114.0% | 0.578% | |
11/13/2023 | Envestnet Asset Management Inc. | 101,751 | $3.40M | 0.0% | N/A | 3.700% | |
11/6/2023 | Financial Connections Group Inc. | 23,060 | $770K | 0.9% | -25.0% | 0.839% | |
11/1/2023 | Orion Portfolio Solutions LLC | 27,530 | $920K | 0.0% | +7.6% | 1.001% | |
10/26/2023 | Park Avenue Securities LLC | 25,027 | $836K | 0.0% | N/A | 0.910% | |
10/25/2023 | Rovin Capital UT ADV | 20,485 | $684K | 0.3% | +9.0% | 0.745% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,918 | $432K | 0.0% | -2.5% | 0.470% | |
10/16/2023 | PFW Advisors LLC | 135,159 | $4.52M | 1.6% | +0.7% | 4.915% | |
10/13/2023 | First Citizens Financial Corp | 21,438 | $716K | 0.5% | +23.8% | 0.780% | |
8/9/2023 | Rovin Capital UT ADV | 18,790 | $640K | 0.3% | +5.5% | 0.683% | |
7/31/2023 | LPL Financial LLC | 47,431 | $1.62M | 0.0% | +14.0% | 1.725% | |
7/31/2023 | Wright Fund Management LLC | 150,000 | $5.11M | 0.2% | N/A | 5.455% | |
7/14/2023 | Financial Connections Group Inc. | 30,747 | $1.05M | 0.7% | -36.1% | 1.160% | |
7/11/2023 | Advisory Resource Group | 82,593 | $2.81M | 0.8% | +4.0% | 3.117% | |
7/7/2023 | First Citizens Financial Corp | 17,317 | $590K | 0.4% | N/A | 0.653% | |
5/10/2023 | Resources Investment Advisors LLC. | 77,978 | $2.67M | 0.1% | +1.9% | 3.022% | |
5/5/2023 | Financial Connections Group Inc. | 48,122 | $1.65M | 1.2% | +6.4% | 1.865% | |
5/3/2023 | Adams Wealth Management | 79,925 | $2.73M | 0.9% | -42.1% | 3.098% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,853 | $63K | 0.0% | N/A | 0.072% | |
4/13/2023 | Powers Advisory Group LLC | 7,920 | $271K | 0.2% | -5.9% | 0.307% | |
4/5/2023 | Rovin Capital UT ADV | 17,812 | $609K | 0.3% | +2.4% | 0.677% | |
2/17/2023 | Adams Wealth Management | 138,066 | $4.64M | 1.6% | -13.8% | 5.351% | |
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2/15/2023 | Financial Connections Group Inc. | 45,244 | $1.52M | 1.2% | +6.3% | 1.754% | |
2/8/2023 | Orion Portfolio Solutions LLC | 13,575 | $456K | 0.0% | +111.5% | 0.526% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,201 | $477K | 0.0% | -6.5% | 0.550% | |
2/7/2023 | LPL Financial LLC | 43,897 | $1.48M | 0.0% | -38.8% | 1.701% | |
2/2/2023 | Resources Investment Advisors LLC. | 76,526 | $2.57M | 0.1% | -3.9% | 2.966% | |
1/24/2023 | Rovin Capital UT ADV | 17,392 | $585K | 0.3% | +3.3% | 0.674% | |
1/20/2023 | Powers Advisory Group LLC | 8,420 | $283K | 0.2% | -35.8% | 0.326% | |
11/15/2022 | Flow Traders U.S. LLC | 10,390 | $341K | 0.0% | -38.5% | 0.400% | |
11/10/2022 | Adams Wealth Management | 160,253 | $5.27M | 2.0% | -23.7% | 6.164% | |
11/9/2022 | Orion Portfolio Solutions LLC | 6,419 | $211K | 0.0% | N/A | 0.247% | |
11/8/2022 | Resources Investment Advisors LLC. | 79,641 | $2.62M | 0.1% | -6.1% | 3.063% | |
11/8/2022 | BTS Asset Management Inc. | 8,969 | $361K | 1.1% | -7.3% | 0.345% | |
11/4/2022 | Prudential Financial Inc. | 1,526,600 | $50.16M | 0.1% | -0.3% | 58.715% | |
11/1/2022 | Financial Connections Group Inc. | 42,566 | $1.40M | 1.2% | N/A | 1.637% | |
10/25/2022 | Rovin Capital UT ADV | 16,835 | $553K | 0.3% | -3.3% | 0.648% | |
10/21/2022 | TFC Financial Management | 750 | $25K | 0.0% | N/A | 0.029% | |
10/14/2022 | Powers Advisory Group LLC | 13,120 | $431K | 0.3% | -5.6% | 0.505% | |
8/16/2022 | Prudential Financial Inc. | 1,531,600 | $52.11M | 0.1% | +10.5% | 58.908% | |
8/13/2022 | Flow Traders U.S. LLC | 16,897 | $575K | 0.0% | +16.9% | 0.650% | |
8/11/2022 | KerberRose Wealth Management LLC | 54,701 | $1.86M | 1.5% | N/A | 2.104% | |
8/8/2022 | Resources Investment Advisors LLC. | 84,800 | $2.89M | 0.1% | +28.8% | 3.262% | |
8/8/2022 | TownSquare Capital LLC | 6,878 | $234K | 0.0% | -44.5% | 0.265% | |
8/4/2022 | BTS Asset Management Inc. | 9,675 | $329K | 0.7% | +10.9% | 0.372% | |
8/1/2022 | Dfpg Investments LLC | 12,551 | $434K | 0.2% | -2.3% | 0.483% | |
7/22/2022 | Rovin Capital UT ADV | 17,416 | $592K | 0.4% | +2.5% | 0.670% | |
7/21/2022 | Advisory Resource Group | 41,744 | $1.42M | 0.5% | +12.1% | 1.606% | |
7/20/2022 | Adams Wealth Management | 209,902 | $7.14M | 2.7% | -1.6% | 8.073% | |
7/19/2022 | Commonwealth Equity Services LLC | 12,397 | $421K | 0.0% | -25.4% | 0.477% | |
6/13/2022 | Rovin Capital UT ADV | 16,991 | $648K | 0.3% | -3.4% | 0.641% | |
5/5/2022 | Resources Investment Advisors LLC. | 65,847 | $2.51M | 0.1% | +101.1% | 2.608% | |
5/4/2022 | Advisor Group Holdings Inc. | 22,620 | $863K | 0.0% | +8.2% | 0.896% | |
4/28/2022 | TownSquare Capital LLC | 12,399 | $473K | 0.0% | -13.5% | 0.491% | |
4/11/2022 | Adams Wealth Management | 213,234 | $8.14M | 2.7% | -9.3% | 8.445% | |
4/6/2022 | Advisory Resource Group | 37,242 | $1.42M | 0.4% | +14.3% | 1.475% | |
2/24/2022 | Rovin Capital UT ADV | 17,585 | $713K | 0.3% | N/A | 0.725% | |
2/23/2022 | Resources Investment Advisors LLC. | 32,749 | $1.33M | 0.0% | +23.2% | 1.350% | |
2/15/2022 | BTS Asset Management Inc. | 8,599 | $349K | 0.1% | +24.5% | 0.362% | |
2/9/2022 | Adams Wealth Management | 235,177 | $9.54M | 2.8% | +3.0% | 9.902% | |
2/8/2022 | Advisory Resource Group | 32,582 | $1.29M | 0.4% | -69.3% | 1.372% | |
2/3/2022 | Advisor Group Holdings Inc. | 20,908 | $848K | 0.0% | -64.2% | 0.880% | |
1/31/2022 | Dfpg Investments LLC | 12,846 | $513K | 0.2% | +12.6% | 0.541% | |
1/31/2022 | Commonwealth Equity Services LLC | 16,412 | $665K | 0.0% | +4.5% | 0.691% | |
11/16/2021 | Jane Street Group LLC | 505,169 | $20.87M | 0.0% | N/A | 30.616% | |
11/16/2021 | TownSquare Capital LLC | 19,591 | $810K | 0.0% | +3.8% | 1.187% | |
11/15/2021 | Flow Traders U.S. LLC | 67,460 | $2.79M | 0.1% | +87.0% | 4.088% | |
11/12/2021 | BTS Asset Management Inc. | 6,906 | $285K | 0.1% | N/A | 0.419% | |
11/5/2021 | Truist Financial Corp | 7,615 | $315K | 0.0% | +47.1% | 0.462% | |
11/5/2021 | Resources Investment Advisors LLC. | 26,581 | $1.10M | 0.0% | +118.5% | 1.611% | |
11/5/2021 | Advisor Group Holdings Inc. | 58,408 | $2.41M | 0.0% | -37.4% | 3.540% | |
11/2/2021 | Adams Wealth Management | 228,292 | $9.43M | 3.6% | +3.1% | 13.836% | |
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10/29/2021 | Commonwealth Equity Services LLC | 15,702 | $648K | 0.0% | -6.4% | 0.966% | |
10/19/2021 | Dfpg Investments LLC | 11,408 | $469K | 0.2% | +49.5% | 0.702% | |
8/24/2021 | Flow Traders U.S. LLC | 36,082 | $1.49M | 0.1% | -15.8% | 1.739% | |
8/19/2021 | Advisory Resource Group | 98,135 | $4.06M | 1.6% | N/A | 4.729% | |
8/17/2021 | Citadel Advisors LLC | 21,228 | $879K | 0.0% | -75.5% | 1.023% | |
8/13/2021 | LPL Financial LLC | 12,123 | $502K | 0.0% | +5.7% | 0.584% | |
8/11/2021 | Commonwealth Equity Services LLC | 16,783 | $694K | 0.0% | +2.8% | 0.809% | |
8/9/2021 | Resources Investment Advisors LLC. | 12,167 | $504K | 0.0% | +25.5% | 0.586% | |
8/3/2021 | Adams Wealth Management | 221,459 | $9.17M | 3.9% | -1.6% | 10.936% | |
8/2/2021 | Advisor Group Holdings Inc. | 93,319 | $3.86M | 0.0% | +14.9% | 4.608% | |