5/9/2024 | Blair William & Co. IL | 6,180 | $422K | 0.0% | -8.8% | 0.059% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 5,502 | $376K | 0.0% | -3.8% | 0.053% | |
4/16/2024 | Toth Financial Advisory Corp | 89,668 | $6.13M | 0.8% | -1.8% | 0.853% | |
2/23/2024 | Chicago Partners Investment Group LLC | 6,714 | $382K | 0.0% | -6.8% | 0.058% | |
2/5/2024 | Savant Capital LLC | 4,250 | $235K | 0.0% | -32.0% | 0.037% | |
2/1/2024 | CWM LLC | 931 | $51K | 0.0% | +2,903.2% | 0.008% | |
|
1/29/2024 | Tennessee Valley Asset Management Partners | 602 | $33K | 0.0% | N/A | 0.005% | |
1/29/2024 | Kennedy Investment Group | 4,100 | $226K | 0.1% | N/A | 0.035% | |
1/26/2024 | Harbor Investment Advisory LLC | 2,100 | $116K | 0.0% | -48.8% | 0.018% | |
1/26/2024 | Toth Financial Advisory Corp | 91,353 | $5.04M | 0.7% | +1.7% | 0.790% | |
12/6/2023 | Citigroup Inc. | 1,435 | $63K | 0.0% | -69.4% | 0.012% | |
12/1/2023 | Dimension Capital Management LLC | 5,100 | $222K | 0.1% | N/A | 0.044% | |
11/13/2023 | PNC Financial Services Group Inc. | 8,190 | $357K | 0.0% | -16.4% | 0.071% | |
11/8/2023 | HighTower Advisors LLC | 47,524 | $2.07M | 0.0% | +5.4% | 0.411% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 5,885 | $257K | 0.0% | N/A | 0.051% | |
11/7/2023 | Savant Capital LLC | 6,250 | $273K | 0.0% | -31.7% | 0.054% | |
10/12/2023 | Toth Financial Advisory Corp | 89,834 | $3.92M | 0.6% | -2.2% | 0.777% | |
8/11/2023 | Huntington National Bank | 600 | $27K | 0.0% | N/A | 0.005% | |
8/11/2023 | PNC Financial Services Group Inc. | 9,800 | $447K | 0.0% | -42.4% | 0.085% | |
8/7/2023 | Cassaday & Co Wealth Management LLC | 30,801 | $1.41M | 0.1% | +82.4% | 0.266% | |
8/2/2023 | Bank of Montreal Can | 1,129 | $52K | 0.0% | N/A | 0.010% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 4,580 | $209K | 0.0% | N/A | 0.039% | |
7/14/2023 | Parisi Gray Wealth Management | 5,334 | $225K | 0.1% | N/A | 0.045% | |
5/9/2023 | Tower Research Capital LLC TRC | 4,918 | $207K | 0.0% | -70.3% | 0.041% | |
5/3/2023 | Cassaday & Co Wealth Management LLC | 16,887 | $713K | 0.0% | -21.6% | 0.142% | |
5/3/2023 | Savant Capital LLC | 9,150 | $386K | 0.0% | N/A | 0.077% | |
4/27/2023 | Simplicity Solutions LLC | 6,060 | $256K | 0.0% | N/A | 0.051% | |
4/24/2023 | Toth Financial Advisory Corp | 90,399 | $3.82M | 0.6% | +0.9% | 0.759% | |
2/9/2023 | Chicago Partners Investment Group LLC | 7,004 | $379K | 0.0% | +6.8% | 0.058% | |
2/8/2023 | Founders Financial Securities LLC | 4,735 | $216K | 0.0% | -36.0% | 0.039% | |
2/7/2023 | Cassaday & Co Wealth Management LLC | 21,546 | $983K | 0.0% | N/A | 0.179% | |
2/7/2023 | IFP Advisors Inc | 7,491 | $313K | 0.0% | -39.2% | 0.062% | |
2/7/2023 | Envestnet Asset Management Inc. | 5,701 | $260K | 0.0% | -44.1% | 0.047% | |
2/3/2023 | 9258 Wealth Management LLC | 17,600 | $803K | 0.2% | -18.5% | 0.147% | |
1/31/2023 | Kestra Advisory Services LLC | 16,527 | $754K | 0.0% | -9.2% | 0.138% | |
1/24/2023 | Toth Financial Advisory Corp | 89,609 | $4.09M | 0.7% | -21.3% | 0.746% | |
1/23/2023 | Parisi Gray Wealth Management | 5,332 | $243K | 0.1% | N/A | 0.044% | |
11/8/2022 | 9258 Wealth Management LLC | 21,600 | $820K | 0.2% | -7.7% | 0.178% | |
11/1/2022 | Kestra Advisory Services LLC | 18,197 | $691K | 0.0% | +8.5% | 0.150% | |
10/28/2022 | Bell Rock Capital LLC | 8,498 | $323K | 0.4% | N/A | 0.070% | |
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10/27/2022 | Synovus Financial Corp | 15,000 | $570K | 0.0% | N/A | 0.124% | |
10/27/2022 | Founders Financial Securities LLC | 7,400 | $281K | 0.0% | +56.5% | 0.061% | |
10/14/2022 | Toth Financial Advisory Corp | 113,819 | $4.32M | 0.8% | +9.5% | 0.940% | |
10/13/2022 | Activest Wealth Management | 762 | $29K | 0.0% | -89.1% | 0.006% | |
8/9/2022 | SeaCrest Wealth Management LLC | 737 | $32K | 0.0% | N/A | 0.006% | |
8/5/2022 | OLD Mission Capital LLC | 73,563 | $3.17M | 0.1% | +793.8% | 0.598% | |
8/3/2022 | Envestnet Asset Management Inc. | 10,633 | $459K | 0.0% | -20.6% | 0.086% | |
7/25/2022 | Toth Financial Advisory Corp | 103,911 | $4.48M | 0.8% | +1.5% | 0.841% | |
7/22/2022 | Spire Wealth Management | 1,836 | $79K | 0.0% | -17.8% | 0.015% | |
7/15/2022 | Activest Wealth Management | 7,000 | $302K | 0.2% | N/A | 0.057% | |
5/12/2022 | HighTower Advisors LLC | 42,166 | $2.66M | 0.0% | +19.7% | 0.337% | |
5/9/2022 | Qube Research & Technologies Ltd | 585 | $37K | 0.0% | -81.6% | 0.005% | |
5/4/2022 | Advisor Group Holdings Inc. | 11,454 | $723K | 0.0% | -72.1% | 0.092% | |
5/4/2022 | Envestnet Asset Management Inc. | 13,393 | $846K | 0.0% | -48.0% | 0.108% | |
5/2/2022 | Integrated Advisors Network LLC | 21,541 | $1.36M | 0.1% | N/A | 0.173% | |
5/2/2022 | Capital Investment Counsel Inc | 9,630 | $608K | 0.1% | -2.0% | 0.077% | |
4/26/2022 | Toth Financial Advisory Corp | 102,399 | $6.46M | 1.0% | +1.2% | 0.819% | |
4/22/2022 | Truist Financial Corp | 18,600 | $1.17M | 0.0% | +24.0% | 0.149% | |
4/18/2022 | Spire Wealth Management | 2,234 | $141K | 0.0% | +9.5% | 0.018% | |
2/16/2022 | Bell Rock Capital LLC | 18,146 | $1.29M | 0.9% | N/A | 0.141% | |
2/10/2022 | Private Advisor Group LLC | 3,000 | $203K | 0.0% | N/A | 0.023% | |
2/10/2022 | Qube Research & Technologies Ltd | 3,187 | $216K | 0.0% | +87.1% | 0.025% | |
2/10/2022 | OLD Mission Capital LLC | 23,134 | $1.57M | 0.1% | +521.7% | 0.179% | |
2/10/2022 | HighTower Advisors LLC | 35,230 | $2.38M | 0.0% | -10.3% | 0.272% | |
2/10/2022 | Buckingham Strategic Partners | 3,300 | $223K | 0.0% | N/A | 0.025% | |
2/8/2022 | Retirement Planning Co of New England Inc. | 2,017 | $136K | 0.1% | N/A | 0.016% | |
2/7/2022 | NEIRG Wealth Management LLC | 3,893 | $264K | 0.1% | N/A | 0.030% | |
2/4/2022 | Envestnet Asset Management Inc. | 25,773 | $1.75M | 0.0% | -0.7% | 0.199% | |
2/3/2022 | Advisor Group Holdings Inc. | 41,025 | $2.78M | 0.0% | +5.0% | 0.317% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 911 | $62K | 0.0% | N/A | 0.007% | |
2/1/2022 | Qube Research & Technologies Ltd | 3,187 | $216K | 0.0% | +87.1% | 0.025% | |
1/31/2022 | Toth Financial Advisory Corp | 101,180 | $6.85M | 0.9% | +2.9% | 0.778% | |
1/26/2022 | Terra Nova Asset Management LLC | 15,134 | $1.02M | 0.8% | +4.9% | 0.116% | |
1/25/2022 | Private Ocean LLC | 6,503 | $440K | 0.1% | -13.3% | 0.050% | |
1/20/2022 | Kestra Advisory Services LLC | 17,734 | $1.20M | 0.0% | +1.4% | 0.136% | |
11/15/2021 | HighTower Advisors LLC | 39,266 | $2.49M | 0.0% | +0.8% | 0.291% | |
11/12/2021 | OLD Mission Capital LLC | 3,721 | $236K | 0.0% | -89.7% | 0.028% | |
11/12/2021 | Kings Point Capital Management | 1,124 | $71K | 0.0% | -35.1% | 0.008% | |
11/10/2021 | US Bancorp DE | 1,240 | $79K | 0.0% | +106.7% | 0.009% | |
11/10/2021 | ARGI Investment Services LLC | 6,000 | $380K | 0.0% | N/A | 0.044% | |
11/9/2021 | Private Ocean LLC | 7,503 | $475K | 0.1% | N/A | 0.055% | |
11/9/2021 | Barclays PLC | 928 | $59K | 0.0% | -15.3% | 0.007% | |
11/5/2021 | Advisor Group Holdings Inc. | 39,077 | $2.48M | 0.0% | +2.1% | 0.285% | |
10/28/2021 | Terra Nova Asset Management LLC | 14,430 | $914K | 0.7% | N/A | 0.106% | |
10/22/2021 | Spire Wealth Management | 1,950 | $124K | 0.0% | -18.8% | 0.015% | |
10/20/2021 | Toth Financial Advisory Corp | 98,352 | $6.23M | 0.9% | +4.5% | 0.742% | |
10/12/2021 | Activest Wealth Management | 7,000 | $444K | 0.3% | N/A | 0.053% | |
10/12/2021 | Harbor Investment Advisory LLC | 4,100 | $260K | 0.0% | -32.8% | 0.031% | |
9/3/2021 | BDO Wealth Advisors LLC | 624 | $39K | 0.0% | -31.8% | 0.005% | |
8/13/2021 | OLD Mission Capital LLC | 35,957 | $2.22M | 0.1% | N/A | 0.273% | |
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8/13/2021 | Qube Research & Technologies Ltd | 1,957 | $121K | 0.0% | N/A | 0.015% | |
8/12/2021 | Advisory Services Network LLC | 1,464 | $90K | 0.0% | N/A | 0.011% | |
8/12/2021 | Simplex Trading LLC | 17,831 | $1.10M | 0.0% | -9.0% | 0.136% | |
8/12/2021 | Bank of Montreal Can | 1,680 | $105K | 0.0% | N/A | 0.013% | |
8/6/2021 | HighTower Advisors LLC | 38,944 | $2.41M | 0.0% | +8.3% | 0.295% | |
8/4/2021 | Creative Planning | 5,502 | $340K | 0.0% | -10.5% | 0.042% | |
8/4/2021 | Envestnet Asset Management Inc. | 29,158 | $1.80M | 0.0% | -15.8% | 0.221% | |
8/2/2021 | SRS Capital Advisors Inc. | 2,686 | $166K | 0.0% | N/A | 0.020% | |
8/2/2021 | Advisor Group Holdings Inc. | 38,256 | $2.39M | 0.0% | -19.5% | 0.290% | |
7/31/2021 | Capital Investment Counsel Inc | 9,755 | $603K | 0.1% | +2.1% | 0.064% | |