7/7/2025 | First Citizens Financial Corp | 14,848 | $773K | 0.4% | -7.6% | 0.084% | |
5/16/2025 | Integrated Wealth Concepts LLC | 329,868 | $15.43M | 0.2% | -10.7% | 1.896% | |
5/15/2025 | OLD Mission Capital LLC | 43,671 | $2.04M | 0.0% | -46.4% | 0.251% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 20,964 | $981K | 0.0% | +1.1% | 0.120% | |
5/9/2025 | Kickstand Ventures LLC. | 21,777 | $1.02M | 0.3% | +9.2% | 0.125% | |
5/7/2025 | Frontier Asset Management LLC | 214,848 | $10.05M | 2.9% | -3.3% | 1.235% | |
4/30/2025 | Cornerstone Planning Group LLC | 717 | $33K | 0.0% | N/A | 0.004% | |
4/29/2025 | Strategic Blueprint LLC | 31,971 | $1.50M | 0.1% | -9.4% | 0.184% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 12,165 | $569K | 0.0% | -1.8% | 0.072% | |
4/18/2025 | Financial Freedom LLC | 12,188 | $570K | 0.3% | +3,257.6% | 0.072% | |
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4/14/2025 | Farther Finance Advisors LLC | 24,363 | $1.15M | 0.0% | +492.3% | 0.143% | |
4/3/2025 | First Citizens Financial Corp | 16,071 | $752K | 0.4% | -7.8% | 0.102% | |
2/18/2025 | Novem Group | 7,257 | $328K | 0.0% | N/A | 0.053% | |
2/17/2025 | Captrust Financial Advisors | 26,996 | $1.22M | 0.0% | -5.2% | 0.196% | |
2/17/2025 | Ameriprise Financial Inc. | 620,079 | $28.05M | 0.0% | +39.9% | 4.493% | |
2/14/2025 | Integrated Wealth Concepts LLC | 369,586 | $16.72M | 0.2% | -40.3% | 2.678% | |
2/12/2025 | OLD Mission Capital LLC | 81,520 | $3.69M | 0.1% | +25.2% | 0.591% | |
2/12/2025 | JPMorgan Chase & Co. | 1,320,423 | $59.72M | 0.0% | +56.0% | 9.568% | |
2/10/2025 | Farther Finance Advisors LLC | 4,113 | $186K | 0.0% | -46.7% | 0.030% | |
2/10/2025 | EverSource Wealth Advisors LLC | 2,086 | $94K | 0.0% | +60.5% | 0.015% | |
2/7/2025 | Frontier Asset Management LLC | 222,076 | $10.04M | 3.3% | +107.3% | 1.609% | |
1/29/2025 | Kickstand Ventures LLC. | 19,944 | $902K | 0.2% | -17.0% | 0.145% | |
1/23/2025 | Strategic Blueprint LLC | 35,298 | $1.60M | 0.1% | +162.6% | 0.256% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 12,392 | $560K | 0.0% | N/A | 0.090% | |
1/3/2025 | First Citizens Financial Corp | 17,431 | $788K | 0.4% | +6.8% | 0.126% | |
12/26/2024 | JPMorgan Chase & Co. | 846,378 | $42.14M | 0.0% | +10.3% | 6.133% | |
11/15/2024 | Integrated Wealth Concepts LLC | 619,348 | $30.84M | 0.4% | +28.1% | 4.488% | |
11/14/2024 | Flow Traders U.S. LLC | 79,895 | $3.98M | 0.2% | N/A | 0.579% | |
11/14/2024 | Captrust Financial Advisors | 28,468 | $1.42M | 0.0% | +8.4% | 0.206% | |
10/29/2024 | Farther Finance Advisors LLC | 7,713 | $385K | 0.0% | +15.0% | 0.056% | |
10/25/2024 | Strategic Blueprint LLC | 13,444 | $669K | 0.0% | N/A | 0.097% | |
10/3/2024 | First Citizens Financial Corp | 16,322 | $813K | 0.4% | +6.4% | 0.118% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,300 | $61K | 0.0% | -29.7% | 0.009% | |
8/8/2024 | Zions Bancorporation N.A. | 646 | $30K | 0.0% | N/A | 0.005% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,849 | $83K | 0.0% | -26.7% | 0.013% | |
5/31/2024 | First Citizens Financial Corp | 11,515 | $513K | 0.3% | +5.5% | 0.083% | |
5/17/2024 | Comerica Bank | 814 | $36K | 0.0% | +357.3% | 0.006% | |
2/15/2024 | OLD Mission Capital LLC | 189,520 | $8.12M | 0.1% | -22.8% | 1.307% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 25,502 | $1.09M | 0.0% | -5.7% | 0.176% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,521 | $108K | 0.0% | -10.2% | 0.017% | |
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2/8/2024 | Kickstand Ventures LLC. | 27,843 | $1.19M | 0.3% | -17.7% | 0.192% | |
2/6/2024 | First Horizon Advisors Inc. | 3,969 | $170K | 0.0% | N/A | 0.027% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,611 | $326K | 0.0% | -5.7% | 0.052% | |
1/11/2024 | First Citizens Financial Corp | 10,919 | $468K | 0.3% | -2.2% | 0.075% | |
11/15/2023 | Integrated Wealth Concepts LLC | 672,449 | $27.50M | 0.5% | -3.3% | 4.638% | |
11/4/2023 | EverSource Wealth Advisors LLC | 2,808 | $115K | 0.0% | -34.0% | 0.019% | |
10/24/2023 | Bank of New York Mellon Corp | 49,472 | $2.02M | 0.0% | -5.1% | 0.341% | |
8/11/2023 | JPMorgan Chase & Co. | 945,099 | $39.29M | 0.0% | -1.0% | 6.518% | |
8/10/2023 | Hirtle Callaghan & Co LLC | 27,041 | $1.12M | 0.1% | -7.0% | 0.186% | |
8/9/2023 | Flow Traders U.S. LLC | 159,579 | $6.63M | 0.3% | +2,640.0% | 1.101% | |
8/4/2023 | EverSource Wealth Advisors LLC | 4,253 | $177K | 0.0% | -13.6% | 0.019% | |
8/3/2023 | Bank of New York Mellon Corp | 52,151 | $2.17M | 0.0% | N/A | 0.238% | |
7/7/2023 | First Citizens Financial Corp | 11,218 | $466K | 0.3% | N/A | 0.051% | |
5/11/2023 | EverSource Wealth Advisors LLC | 4,924 | $204K | 0.0% | N/A | 0.024% | |
5/11/2023 | Hirtle Callaghan & Co LLC | 29,071 | $1.21M | 0.1% | -17.9% | 0.144% | |
5/9/2023 | US Bancorp DE | 19,523 | $811K | 0.0% | -4.7% | 0.097% | |
5/5/2023 | Assetmark Inc. | 3,251 | $135K | 0.0% | +63.6% | 0.016% | |
3/6/2023 | OLD Mission Capital LLC | 9,855 | $404K | 0.0% | -91.8% | 0.049% | |
2/14/2023 | Hirtle Callaghan & Co LLC | 35,421 | $1.45M | 0.1% | -41.3% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 290,620 | $11.93M | 0.3% | -20.7% | 0.000% | |
2/8/2023 | Okabena Investment Services Inc. | 2,300 | $94K | 0.1% | -52.1% | 0.000% | |
2/8/2023 | Sanford Advisory Services LLC | 10,167 | $417K | 0.1% | N/A | 0.000% | |
11/15/2022 | Flow Traders U.S. LLC | 39,213 | $1.51M | 0.1% | +175.4% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 120,193 | $4.62M | 0.1% | +65.8% | 0.000% | |
11/9/2022 | First Horizon Advisors Inc. | 1,453 | $55K | 0.0% | +85.3% | 0.000% | |
11/8/2022 | BTS Asset Management Inc. | 33,691 | $1.18M | 3.7% | N/A | 0.000% | |
11/1/2022 | Coulter & Justus Financial Services LLC | 56,033 | $2.15M | 1.7% | -55.0% | 0.000% | |
10/27/2022 | US Bancorp DE | 3,201 | $123K | 0.0% | N/A | 0.000% | |
10/14/2022 | WASHINGTON TRUST Co | 12,741 | $490K | 0.0% | -40.2% | 0.000% | |
10/7/2022 | Lbmc Investment Advisors LLC | 6,751 | $259K | 0.0% | +21.1% | 0.000% | |
8/13/2022 | Flow Traders U.S. LLC | 14,237 | $611K | 0.0% | +218.6% | 0.000% | |
8/11/2022 | Okabena Investment Services Inc. | 4,800 | $206K | 0.1% | +142.5% | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 72,483 | $3.11M | 0.1% | +499.1% | 0.000% | |
8/3/2022 | OmniStar Financial Group Inc. | 32,793 | $1.41M | 1.6% | -2.2% | 0.000% | |
8/2/2022 | First Horizon Advisors Inc. | 784 | $33K | 0.0% | N/A | 0.000% | |
7/29/2022 | Coulter & Justus Financial Services LLC | 124,597 | $5.35M | 4.3% | N/A | 0.000% | |
7/19/2022 | Horan Securities Inc. | 1,024 | $43K | 0.0% | +193.4% | 0.000% | |
7/8/2022 | First Citizens Financial Corp | 5,558 | $239K | 0.2% | -13.2% | 0.000% | |
7/7/2022 | Lbmc Investment Advisors LLC | 5,573 | $239K | 0.0% | N/A | 0.000% | |
5/10/2022 | Grant Street Asset Management Inc. | 4,137 | $200K | 0.1% | N/A | 0.000% | |
5/9/2022 | Lansing Street Advisors | 1,453 | $71K | 0.0% | N/A | 0.000% | |
5/5/2022 | OmniStar Financial Group Inc. | 33,546 | $1.62M | 1.6% | +96.3% | 0.000% | |
4/18/2022 | First Citizens Financial Corp | 6,403 | $310K | 0.2% | +32.0% | 0.000% | |
3/25/2022 | Okabena Investment Services Inc. | 1,979 | $101K | 0.0% | N/A | 0.000% | |
1/27/2022 | Ascent Wealth Partners LLC | 5,778 | $295K | 0.1% | N/A | 0.000% | |
11/16/2021 | Captrust Financial Advisors | 22,790 | $1.18M | 0.0% | -27.5% | 0.000% | |
11/15/2021 | Hirtle Callaghan & Co LLC | 5,179 | $267K | 0.0% | N/A | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 23,109 | $1.19M | 0.0% | +46.4% | 0.000% | |
11/12/2021 | OmniStar Financial Group Inc. | 17,273 | $891K | 1.1% | -13.2% | 0.000% | |
11/9/2021 | First Horizon Advisors Inc. | 2,144 | $108K | 0.0% | +2,483.1% | 0.000% | |
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11/9/2021 | WASHINGTON TRUST Co | 21,314 | $1.10M | 0.0% | N/A | 0.000% | |
10/14/2021 | First Citizens Financial Corp | 4,724 | $244K | 0.2% | +6.2% | 0.000% | |
8/17/2021 | OmniStar Financial Group Inc. | 19,890 | $1.08M | 1.3% | -1.0% | 0.000% | |
8/16/2021 | Keebeck Wealth Management LLC | 112,372 | $6.09M | 0.9% | -20.0% | 0.000% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 3,653 | $198K | 0.0% | +100.4% | 0.000% | |
8/13/2021 | OLD Mission Capital LLC | 15,787 | $855K | 0.0% | -85.1% | 0.000% | |
8/3/2021 | tru Independence LLC | 1,901 | $103K | 0.0% | N/A | 0.000% | |
7/17/2021 | First Citizens Financial Corp | 4,450 | $241K | 0.2% | N/A | 0.000% | |
5/17/2021 | Captrust Financial Advisors | 30,111 | $1.57M | 0.0% | -4.0% | 0.000% | |