10/7/2025 | Nova Wealth Management Inc. | 4,958 | $214K | 0.2% | -22.2% | 0.060% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,627 | $69K | 0.0% | N/A | 0.020% | |
5/29/2025 | Nova Wealth Management Inc. | 6,533 | $251K | 0.2% | -32.9% | 0.082% | |
5/15/2025 | OLD Mission Capital LLC | 11,843 | $454K | 0.0% | N/A | 0.145% | |
5/12/2025 | Lcnb Corp | 114,284 | $4.38M | 1.6% | +0.5% | 1.397% | |
4/14/2025 | Farther Finance Advisors LLC | 14,410 | $554K | 0.0% | N/A | 0.184% | |
4/9/2025 | NBC Securities Inc. | 4,737 | $181K | 0.0% | +94,640.0% | 0.060% | |
2/18/2025 | Sunbelt Securities Inc. | 1,530 | $60K | 0.0% | -56.5% | 0.031% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 1,326 | $52K | 0.0% | +40.6% | 0.027% | |
1/21/2025 | AlphaMark Advisors LLC | 1,520 | $60K | 0.0% | +223.4% | 0.031% | |
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1/15/2025 | Arkadios Wealth Advisors | 5,426 | $214K | 0.0% | N/A | 0.111% | |
11/18/2024 | Sunbelt Securities Inc. | 3,515 | $137K | 0.0% | +129.7% | 0.072% | |
10/25/2024 | Strategic Blueprint LLC | 5,797 | $226K | 0.0% | -20.6% | 0.119% | |
8/16/2024 | Sunbelt Securities Inc. | 1,530 | $59K | 0.0% | -56.5% | 0.031% | |
5/14/2024 | CreativeOne Wealth LLC | 25,230 | $949K | 0.0% | -8.8% | 0.517% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,878 | $334K | 0.0% | -5.2% | 0.182% | |
5/3/2024 | Integrity Financial Corp WA | 8,620 | $324K | 0.2% | -29.5% | 0.172% | |
5/2/2024 | Mutual Advisors LLC | 182,957 | $6.88M | 0.2% | -0.8% | 3.659% | |
4/29/2024 | Commonwealth Equity Services LLC | 74,163 | $2.79M | 0.0% | -6.6% | 1.483% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 23,866 | $898K | 0.1% | +9.1% | 0.477% | |
4/26/2024 | Clear Creek Financial Management LLC | 17,947 | $675K | 0.1% | -34.4% | 0.359% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 5,925 | $223K | 0.0% | -4.9% | 0.119% | |
4/24/2024 | Spire Wealth Management | 21,501 | $809K | 0.0% | -10.1% | 0.430% | |
4/23/2024 | Strategic Blueprint LLC | 7,297 | $275K | 0.0% | -12.6% | 0.146% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 15,922 | $599K | 0.0% | +72.1% | 0.339% | |
4/10/2024 | Signal Advisors Wealth LLC | 16,529 | $622K | 0.2% | N/A | 0.352% | |
2/14/2024 | Icon Wealth Advisors LLC | 22,235 | $808K | 0.1% | N/A | 0.473% | |
2/13/2024 | Per Stirling Capital Management LLC. | 213,991 | $7.78M | 1.4% | +211.0% | 4.553% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 7,389 | $267K | 0.2% | N/A | 0.157% | |
2/12/2024 | Schulz Wealth LTD. | 6,118 | $222K | 0.2% | N/A | 0.130% | |
2/9/2024 | CreativeOne Wealth LLC | 27,673 | $1.01M | 0.1% | N/A | 0.589% | |
2/8/2024 | WealthTrust Asset Management LLC | 7,296 | $265K | 0.2% | -10.0% | 0.155% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 21,866 | $795K | 0.1% | -8.4% | 0.465% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,362 | $340K | 0.0% | N/A | 0.199% | |
2/7/2024 | NBC Securities Inc. | 4,214 | $153K | 0.0% | -33.4% | 0.090% | |
2/7/2024 | Integrity Financial Corp WA | 12,220 | $444K | 0.3% | +303.0% | 0.260% | |
2/6/2024 | Spire Wealth Management | 23,919 | $878K | 0.0% | N/A | 0.509% | |
2/6/2024 | Axxcess Wealth Management LLC | 5,931 | $216K | 0.0% | N/A | 0.126% | |
2/2/2024 | Truist Financial Corp | 72,238 | $2.63M | 0.0% | +48.2% | 1.537% | |
2/1/2024 | CWM LLC | 19,061 | $693K | 0.0% | N/A | 0.406% | |
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1/31/2024 | Wetzel Investment Advisors Inc. | 3,254 | $118K | 0.1% | N/A | 0.069% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 3,690 | $134K | 0.1% | -11.4% | 0.079% | |
1/29/2024 | NewEdge Wealth LLC | 51,884 | $1.89M | 0.0% | N/A | 1.104% | |
1/25/2024 | Strategic Blueprint LLC | 8,349 | $304K | 0.0% | +10.0% | 0.178% | |
1/24/2024 | Clear Creek Financial Management LLC | 27,359 | $995K | 0.2% | N/A | 0.582% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,836 | $539K | 0.0% | -60.4% | 0.316% | |
1/16/2024 | Raymond James & Associates | 71,751 | $2.61M | 0.0% | +380.2% | 1.527% | |
1/16/2024 | MTM Investment Management LLC | 1,100 | $40K | 0.0% | -47.6% | 0.023% | |
1/12/2024 | Mutual Advisors LLC | 184,387 | $6.70M | 0.2% | +1.1% | 3.923% | |
1/12/2024 | Presidio Capital Management LLC | 5,931 | $216K | 0.2% | N/A | 0.126% | |
1/11/2024 | Brookstone Capital Management | 29,554 | $1.08M | 0.0% | N/A | 0.629% | |
1/11/2024 | Marshall Financial Group LLC | 8,974 | $326K | 0.1% | N/A | 0.191% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 943 | $34K | 0.0% | N/A | 0.020% | |
11/4/2023 | NBC Securities Inc. | 6,323 | $218K | 0.0% | N/A | 0.135% | |
10/18/2023 | Strategic Blueprint LLC | 7,592 | $263K | 0.0% | +20.9% | 0.162% | |
8/9/2023 | 1ST Source Bank | 15,328 | $535K | 0.0% | -33.5% | 0.326% | |
5/11/2023 | Icon Wealth Partners LLC | 23,645 | $776K | 0.1% | N/A | 0.383% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,108 | $135K | 0.0% | N/A | 0.066% | |
4/28/2023 | Strategic Blueprint LLC | 19,274 | $633K | 0.1% | -7.4% | 0.312% | |
3/6/2023 | OLD Mission Capital LLC | 15,993 | $501K | 0.0% | +91.5% | 0.259% | |
2/6/2023 | AlphaMark Advisors LLC | 5,250 | $164K | 0.1% | +3,400.0% | 0.000% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 6,400 | $200K | 0.1% | N/A | 0.000% | |
1/26/2023 | Strategic Blueprint LLC | 20,824 | $652K | 0.1% | N/A | 0.000% | |
1/10/2023 | SOA Wealth Advisors LLC. | 5,288 | $166K | 0.0% | N/A | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 8,351 | $254K | 0.0% | -77.6% | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 37,289 | $1.13M | 0.0% | +117.4% | 0.000% | |
2/10/2022 | OLD Mission Capital LLC | 38,048 | $1.26M | 0.1% | -21.3% | 0.000% | |
2/9/2022 | 1ST Source Bank | 23,034 | $762K | 0.0% | N/A | 0.000% | |
2/9/2022 | AlphaMark Advisors LLC | 1,150 | $38K | 0.0% | N/A | 0.000% | |
1/7/2022 | Beacon Financial Group | 50,597 | $1.72M | 0.2% | +45.4% | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 48,373 | $1.57M | 0.1% | +147.2% | 0.000% | |
10/13/2021 | Beacon Financial Group | 34,788 | $1.13M | 0.2% | -8.1% | 0.000% | |
8/13/2021 | OLD Mission Capital LLC | 19,569 | $630K | 0.0% | +80.0% | 0.000% | |