2/29/2024 | Scarborough Advisors LLC | 60,030 | $1.34M | 0.3% | +4.2% | 6.670% | |
2/8/2024 | Financial Advocates Investment Management | 9,297 | $208K | 0.0% | N/A | 1.033% | |
1/19/2024 | Wagner Wealth Management LLC | 74,430 | $1.66M | 0.6% | -4.6% | 8.270% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,103 | $271K | 0.0% | -10.8% | 1.345% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 10,684 | $234K | 0.0% | N/A | 1.187% | |
12/1/2023 | Wellington Management Group LLP | 62,087 | $1.31M | 0.0% | -58.9% | 6.899% | |
|
11/30/2023 | Scarborough Advisors LLC | 57,635 | $1.21M | 0.3% | +8.3% | 6.404% | |
11/7/2023 | Scarborough Advisors LLC | 2,859 | $60K | 0.0% | -94.6% | 0.318% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,564 | $286K | 0.0% | +6.6% | 1.507% | |
10/18/2023 | Wagner Wealth Management LLC | 78,000 | $1.64M | 0.6% | +9.6% | 8.667% | |
9/7/2023 | Scarborough Advisors LLC | 53,240 | $1.12M | 0.3% | +21.0% | 5.916% | |
8/9/2023 | Flow Traders U.S. LLC | 59,118 | $1.24M | 0.1% | +80.6% | 6.569% | |
7/28/2023 | Wagner Wealth Management LLC | 71,194 | $1.50M | 0.6% | +63.7% | 7.910% | |
5/17/2023 | Wagner Wealth Management LLC | 43,479 | $889K | 0.4% | +622.5% | 4.831% | |
5/12/2023 | Resource Planning Group | 53,056 | $1.09M | 0.9% | -9.5% | 5.895% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,572 | $257K | 0.0% | N/A | 0.740% | |
3/6/2023 | OLD Mission Capital LLC | 124,161 | $2.42M | 0.1% | +40.3% | 7.304% | |
2/8/2023 | UBS Group AG | 441,557 | $8.60M | 0.0% | +1.7% | 25.974% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 12,712 | $248K | 0.0% | -4.2% | 0.748% | |
1/31/2023 | Resource Planning Group | 58,606 | $1.14M | 0.9% | -2.5% | 3.447% | |
1/10/2023 | Coldstream Capital Management Inc. | 13,847 | $270K | 0.0% | N/A | 0.989% | |
11/15/2022 | Flow Traders U.S. LLC | 57,823 | $1.04M | 0.1% | +11.2% | 4.130% | |
11/14/2022 | OLD Mission Capital LLC | 88,474 | $1.59M | 0.1% | -28.9% | 6.320% | |
11/10/2022 | UBS Group AG | 434,379 | $7.82M | 0.0% | +2,144.0% | 31.027% | |
8/13/2022 | Flow Traders U.S. LLC | 51,983 | $1.04M | 0.1% | +120.5% | 2.888% | |
8/11/2022 | Capital Asset Advisory Services LLC | 1,892 | $38K | 0.0% | -62.0% | 0.105% | |
8/8/2022 | Coldstream Capital Management Inc. | 804,400 | $16.13M | 0.7% | -7.3% | 44.689% | |
8/5/2022 | OLD Mission Capital LLC | 124,375 | $2.49M | 0.1% | -1.7% | 6.910% | |
8/2/2022 | Advisory Services Network LLC | 12,473 | $250K | 0.0% | -36.6% | 0.693% | |
8/2/2022 | Resource Planning Group | 60,142 | $1.21M | 1.0% | +9.7% | 3.341% | |
5/11/2022 | Coldstream Capital Management Inc. | 867,583 | $20.17M | 0.7% | -3.5% | 48.199% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,200 | $28K | 0.0% | -45.5% | 0.067% | |
4/29/2022 | Capital Asset Advisory Services LLC | 4,975 | $116K | 0.0% | -15.3% | 0.276% | |
2/4/2022 | Capital Asset Advisory Services LLC | 5,875 | $141K | 0.0% | -49.8% | 0.346% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 13,518 | $325K | 0.0% | -5.1% | 0.795% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,781 | $43K | 0.0% | -37.1% | 0.105% | |
1/10/2022 | Patriot Financial Group Insurance Agency LLC | 2,200 | $53K | 0.0% | -77.8% | 0.129% | |
11/16/2021 | Wellington Management Group LLP | 206,136 | $5.04M | 0.0% | -1.1% | 12.126% | |
11/12/2021 | Newport Wealth Strategies Inc. | 34,240 | $838K | 0.5% | +87.6% | 2.014% | |
11/5/2021 | Advisory Services Network LLC | 20,825 | $510K | 0.0% | +107.7% | 1.225% | |
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11/2/2021 | Cambridge Investment Research Advisors Inc. | 14,249 | $349K | 0.0% | -6.1% | 0.838% | |
10/14/2021 | Capital Asset Advisory Services LLC | 11,695 | $286K | 0.0% | -9.3% | 0.688% | |
10/12/2021 | Resource Planning Group | 54,818 | $1.34M | 0.8% | -9.9% | 3.225% | |
9/8/2021 | Newport Wealth Strategies Inc. | 18,250 | $465K | 0.3% | N/A | 1.074% | |
8/17/2021 | Citadel Advisors LLC | 49,970 | $1.27M | 0.0% | +2.4% | 2.939% | |
8/16/2021 | Resource Planning Group | 60,871 | $1.55M | 0.9% | -10.4% | 3.581% | |
8/13/2021 | LPL Financial LLC | 12,446 | $317K | 0.0% | N/A | 0.732% | |
8/12/2021 | Advisory Services Network LLC | 10,028 | $255K | 0.0% | N/A | 0.590% | |
8/11/2021 | Susquehanna International Group LLP | 18,335 | $467K | 0.0% | N/A | 1.079% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 15,181 | $387K | 0.0% | +4.4% | 0.893% | |
8/6/2021 | Capital Asset Advisory Services LLC | 12,894 | $328K | 0.0% | -18.8% | 0.758% | |
8/2/2021 | Advisor Group Holdings Inc. | 2,823 | $71K | 0.0% | +61.1% | 0.166% | |
8/1/2021 | Patriot Financial Group Insurance Agency LLC | 9,924 | $253K | 0.0% | +83.0% | 0.584% | |
6/17/2021 | Geneos Wealth Management Inc. | 7,774 | $191K | 0.0% | N/A | 0.457% | |
5/18/2021 | Citadel Advisors LLC | 48,812 | $1.19M | 0.0% | N/A | 2.871% | |
5/18/2021 | Jane Street Group LLC | 27,488 | $669K | 0.0% | +75.5% | 1.617% | |
5/13/2021 | Capital Asset Advisory Services LLC | 15,889 | $386K | 0.1% | -22.4% | 0.935% | |
5/13/2021 | Paracle Advisors LLC | 968,892 | $23.56M | 4.3% | -1.7% | 56.994% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 14,547 | $354K | 0.0% | +10.3% | 0.856% | |
3/26/2021 | Susquehanna International Group LLP | 16,310 | $374K | 0.0% | N/A | 0.959% | |
2/17/2021 | Jane Street Group LLC | 15,665 | $359K | 0.0% | N/A | 0.921% | |
2/11/2021 | Paracle Advisors LLC | 986,096 | $22.62M | 4.3% | +6.1% | 58.006% | |
2/9/2021 | Wells Fargo & Company MN | 21,535 | $494K | 0.0% | +3.4% | 1.267% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 13,190 | $303K | 0.0% | +11.4% | 0.776% | |
2/3/2021 | Resource Planning Group | 68,197 | $1.56M | 1.1% | -12.3% | 4.012% | |
11/5/2020 | Wells Fargo & Company MN | 20,835 | $411K | 0.0% | +337.0% | 0.992% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 11,839 | $234K | 0.0% | N/A | 0.564% | |
9/28/2020 | Resource Planning Group | 81,811 | $1.56M | 1.2% | +433.4% | 3.719% | |
8/28/2020 | Lumbard & Kellner LLC | 189,118 | $3.60M | 2.1% | -3.1% | 8.596% | |
8/17/2020 | Jane Street Group LLC | 16,016 | $305K | 0.0% | -56.1% | 0.728% | |
8/14/2020 | Bank of America Corp DE | 463,476 | $8.82M | 0.0% | +186.6% | 21.067% | |
8/14/2020 | Capital Asset Advisory Services LLC | 20,233 | $414K | 0.1% | +12.5% | 0.920% | |
8/14/2020 | Advisor Group Holdings Inc. | 1,704 | $33K | 0.0% | -60.7% | 0.077% | |
8/10/2020 | Paracle Advisors LLC | 892,546 | $16.99M | 4.0% | +16.0% | 40.570% | |
7/31/2020 | UBS Group AG | 13,300 | $253K | 0.0% | -82.0% | 0.578% | |
6/16/2020 | Royal Bank of Canada | 18,414 | $305K | 0.0% | -32.3% | 0.737% | |
5/18/2020 | Capital Asset Advisory Services LLC | 17,985 | $322K | 0.1% | +26.5% | 0.719% | |
5/18/2020 | Advisor Group Holdings Inc. | 4,331 | $72K | 0.0% | N/A | 0.173% | |
5/16/2020 | Lumbard & Kellner LLC | 195,127 | $3.23M | 2.2% | -2.9% | 7.805% | |
5/15/2020 | Jane Street Group LLC | 36,499 | $604K | 0.0% | +4.4% | 1.460% | |
5/14/2020 | Wells Fargo & Company MN | 9,130 | $151K | 0.0% | -65.5% | 0.365% | |
5/14/2020 | Wellington Management Group LLP | 156,493 | $2.59M | 0.0% | +37.2% | 6.804% | |
5/5/2020 | D.A. Davidson & CO. | 24,850 | $411K | 0.0% | +2.5% | 1.080% | |
5/1/2020 | UBS Group AG | 74,021 | $1.23M | 0.0% | -39.6% | 3.218% | |