5/4/2024 | Geneos Wealth Management Inc. | 31,400 | $848K | 0.0% | -6.2% | 0.311% | |
4/29/2024 | Commonwealth Equity Services LLC | 200,464 | $5.42M | 0.0% | +13.0% | 1.985% | |
4/26/2024 | Opus Capital Group LLC | 303,126 | $8.19M | 1.2% | -0.8% | 3.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 178,743 | $4.83M | 0.0% | -2.8% | 1.770% | |
4/24/2024 | Smith Anglin Financial LLC | 666,111 | $17.99M | 1.9% | +4.1% | 6.595% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,177 | $6.08M | 0.0% | +0.3% | 2.229% | |
|
4/23/2024 | Sapient Capital LLC | 7,798 | $212K | 0.0% | N/A | 0.077% | |
4/22/2024 | Parsons Capital Management Inc. RI | 9,564 | $258K | 0.0% | -6.6% | 0.095% | |
4/22/2024 | Raymond James & Associates | 545,373 | $14.73M | 0.0% | +4.6% | 5.400% | |
4/20/2024 | Kesler Norman & Wride LLC | 192,525 | $5.20M | 1.1% | +5.6% | 2.127% | |
4/12/2024 | Fermata Advisors LLC | 158,251 | $4.27M | 1.0% | -4.2% | 1.749% | |
4/5/2024 | Insight Wealth Strategies LLC | 196,450 | $5.31M | 0.8% | -1.1% | 2.171% | |
3/18/2024 | CoreFirst Bank & Trust | 5,150 | $133K | 0.1% | N/A | 0.057% | |
3/8/2024 | ICA Group Wealth Management LLC | 6,768 | $174K | 0.0% | N/A | 0.075% | |
2/27/2024 | ARQ Wealth Advisors LLC | 42,946 | $1.11M | 0.7% | +3.7% | 0.475% | |
2/14/2024 | Connectus Wealth LLC | 341,237 | $8.80M | 0.2% | -5.4% | 3.771% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 183,843 | $4.74M | 0.0% | +10.8% | 2.031% | |
2/9/2024 | D.A. Davidson & CO. | 8,722 | $225K | 0.0% | N/A | 0.096% | |
2/6/2024 | Lincoln National Corp | 19,445 | $501K | 0.0% | +19.6% | 0.215% | |
2/2/2024 | Truist Financial Corp | 14,963 | $386K | 0.0% | -48.2% | 0.165% | |
2/1/2024 | CWM LLC | 507,670 | $13.09M | 0.1% | +22.2% | 5.610% | |
1/31/2024 | Western Wealth Management LLC | 54,458 | $1.40M | 0.1% | -1.6% | 0.602% | |
1/31/2024 | Opus Capital Group LLC | 305,457 | $7.88M | 1.3% | +6.0% | 3.375% | |
1/26/2024 | Geneos Wealth Management Inc. | 33,469 | $863K | 0.0% | -31.7% | 0.370% | |
1/22/2024 | Parsons Capital Management Inc. RI | 10,244 | $264K | 0.0% | -53.1% | 0.113% | |
1/19/2024 | Fermata Advisors LLC | 165,103 | $4.26M | 1.0% | +7.2% | 1.824% | |
1/17/2024 | Smith Anglin Financial LLC | 639,669 | $16.49M | 1.9% | +5.8% | 7.068% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 224,572 | $5.79M | 0.0% | +21.9% | 2.481% | |
1/16/2024 | Raymond James & Associates | 521,442 | $13.44M | 0.0% | +5.1% | 5.762% | |
1/12/2024 | Insight Wealth Strategies LLC | 198,659 | $5.12M | 0.8% | -1.3% | 2.195% | |
1/11/2024 | Kesler Norman & Wride LLC | 182,382 | $4.70M | 1.1% | +64.6% | 2.015% | |
11/30/2023 | ARQ Wealth Advisors LLC | 41,419 | $993K | 0.7% | +18.5% | 0.458% | |
11/15/2023 | Axxcess Wealth Management LLC | 15,181 | $364K | 0.0% | N/A | 0.168% | |
11/13/2023 | Stifel Financial Corp | 184,421 | $4.42M | 0.0% | +32.4% | 2.038% | |
11/13/2023 | Cambria Investment Management L.P. | 1,298,736 | $31.14M | 2.5% | +50.8% | 14.351% | |
11/13/2023 | Kestra Advisory Services LLC | 42,984 | $1.03M | 0.0% | +1.7% | 0.475% | |
11/13/2023 | Kesler Norman & Wride LLC | 110,779 | $2.66M | 0.7% | +138.9% | 1.224% | |
11/9/2023 | UBS Group AG | 128,334 | $3.08M | 0.0% | +2.7% | 1.418% | |
11/8/2023 | Western Wealth Management LLC | 55,324 | $1.33M | 0.1% | +1.1% | 0.611% | |
11/7/2023 | Fermata Advisors LLC | 154,037 | $3.69M | 1.0% | +8.6% | 1.702% | |
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11/6/2023 | Sigma Planning Corp | 12,205 | $293K | 0.0% | +8.8% | 0.135% | |
11/6/2023 | Parsons Capital Management Inc. RI | 21,849 | $524K | 0.0% | -5.1% | 0.241% | |
11/6/2023 | Lincoln National Corp | 16,260 | $390K | 0.0% | +84.1% | 0.180% | |
11/4/2023 | NBC Securities Inc. | 7,690 | $184K | 0.0% | N/A | 0.085% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 184,227 | $4.42M | 0.0% | +31.4% | 2.036% | |
10/24/2023 | Raymond James & Associates | 496,346 | $11.90M | 0.0% | +4.6% | 5.484% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 165,924 | $3.98M | 0.0% | +29.4% | 1.833% | |
10/23/2023 | Commonwealth Equity Services LLC | 150,642 | $3.61M | 0.0% | +14.9% | 1.665% | |
10/18/2023 | Capital Asset Advisory Services LLC | 14,848 | $356K | 0.0% | -5.7% | 0.164% | |
10/16/2023 | Rothschild Investment LLC IL | 352,450 | $8.45M | 0.7% | +218.5% | 3.894% | |
10/13/2023 | Insight Wealth Strategies LLC | 201,228 | $4.83M | 0.9% | -2.2% | 2.224% | |
10/11/2023 | Geneos Wealth Management Inc. | 49,036 | $1.18M | 0.1% | -1.7% | 0.542% | |
10/11/2023 | Smith Anglin Financial LLC | 604,475 | $14.50M | 1.8% | +9.7% | 6.679% | |
10/11/2023 | CWM LLC | 415,498 | $9.96M | 0.1% | +22.1% | 4.591% | |
8/30/2023 | Western Wealth Management LLC | 54,736 | $1.31M | 0.1% | +10.3% | 0.605% | |
8/18/2023 | ARQ Wealth Advisors LLC | 34,943 | $839K | 0.5% | +10.4% | 0.386% | |
8/14/2023 | Affinity Wealth Management LLC | 462,338 | $11.10M | 2.5% | +4.8% | 5.109% | |
8/11/2023 | Kestra Advisory Services LLC | 42,279 | $1.02M | 0.0% | +9.6% | 0.467% | |
8/10/2023 | Oxford Financial Group Ltd. | 3,551 | $85K | 0.0% | N/A | 0.045% | |
8/10/2023 | Commonwealth Equity Services LLC | 131,141 | $3.15M | 0.0% | +13.9% | 1.650% | |
8/10/2023 | Cambria Investment Management L.P. | 861,462 | $20.68M | 1.7% | -39.1% | 10.836% | |
8/9/2023 | Flow Traders U.S. LLC | 10,357 | $249K | 0.0% | N/A | 0.130% | |
8/8/2023 | Geneos Wealth Management Inc. | 49,902 | $1.20M | 0.1% | +31.8% | 0.628% | |
8/7/2023 | Lincoln National Corp | 8,830 | $212K | 0.0% | N/A | 0.111% | |
8/4/2023 | Parsons Capital Management Inc. RI | 23,024 | $553K | 0.0% | -8.9% | 0.290% | |
8/3/2023 | CWM LLC | 340,163 | $8.17M | 0.1% | +19.7% | 4.279% | |
8/2/2023 | Capital Asset Advisory Services LLC | 15,745 | $389K | 0.0% | -5.5% | 0.198% | |
8/1/2023 | Truist Financial Corp | 15,730 | $381K | 0.0% | N/A | 0.198% | |
7/31/2023 | Opus Capital Group LLC | 295,633 | $7.10M | 1.2% | +1.9% | 3.719% | |
7/31/2023 | LPL Financial LLC | 25,053 | $602K | 0.0% | -41.2% | 0.315% | |
7/31/2023 | NEIRG Wealth Management LLC | 401,549 | $9.64M | 1.8% | N/A | 5.051% | |
7/27/2023 | Kesler Norman & Wride LLC | 46,361 | $1.11M | 0.3% | +4.9% | 0.583% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 140,223 | $3.37M | 0.0% | N/A | 1.764% | |
7/25/2023 | Raymond James & Associates | 474,732 | $11.40M | 0.0% | +47.6% | 5.971% | |
7/24/2023 | Fermata Advisors LLC | 141,865 | $3.41M | 3.1% | +254.8% | 1.784% | |
7/18/2023 | Rothschild Investment Corp IL | 110,670 | $2.66M | 0.2% | +64.2% | 1.392% | |
7/14/2023 | Insight Wealth Strategies LLC | 205,698 | $4.94M | 0.9% | N/A | 2.587% | |
7/13/2023 | Systelligence LLC | 188,698 | $4.53M | 1.4% | +265.1% | 2.374% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 128,272 | $3.08M | 0.0% | +63.4% | 1.613% | |
7/10/2023 | Smith Anglin Financial LLC | 551,229 | $13.24M | 1.6% | N/A | 6.934% | |
5/12/2023 | Capital Asset Advisory Services LLC | 16,663 | $417K | 0.0% | -5.8% | 0.262% | |
5/12/2023 | NewEdge Advisors LLC | 63,491 | $1.59M | 0.0% | +5.5% | 1.000% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 38,598 | $965K | 0.1% | N/A | 0.608% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 78,511 | $1.96M | 0.0% | +121.7% | 1.236% | |
5/11/2023 | Cambria Investment Management L.P. | 1,415,471 | $35.40M | 2.9% | +56.4% | 22.291% | |
5/11/2023 | Commonwealth Equity Services LLC | 115,143 | $2.88M | 0.0% | +31.9% | 1.813% | |
5/9/2023 | ARQ Wealth Advisors LLC | 31,654 | $792K | 0.6% | +12.6% | 0.498% | |
5/1/2023 | Affinity Wealth Management LLC | 441,278 | $11.04M | 2.6% | N/A | 6.949% | |
5/1/2023 | CWM LLC | 284,150 | $7.11M | 0.0% | N/A | 4.475% | |
4/25/2023 | Geneos Wealth Management Inc. | 37,863 | $947K | 0.1% | -25.7% | 0.596% | |
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4/24/2023 | Opus Capital Group LLC | 290,049 | $7.25M | 1.3% | +1.0% | 4.568% | |
4/24/2023 | Rothschild Investment Corp IL | 67,400 | $1.69M | 0.1% | +15.1% | 1.061% | |
4/19/2023 | Systelligence LLC | 51,683 | $1.29M | 0.3% | -3.1% | 0.814% | |
4/17/2023 | Parsons Capital Management Inc. RI | 25,281 | $632K | 0.1% | +32.3% | 0.398% | |
4/14/2023 | Raymond James & Associates | 321,671 | $8.05M | 0.0% | +118.8% | 5.066% | |
4/13/2023 | Fermata Advisors LLC | 39,988 | $1M | 0.6% | -70.5% | 0.630% | |
4/11/2023 | Kesler Norman & Wride LLC | 44,207 | $1.11M | 0.3% | +0.9% | 0.696% | |
3/8/2023 | Capital Asset Advisory Services LLC | 17,686 | $429K | 0.0% | N/A | 0.000% | |
3/6/2023 | OLD Mission Capital LLC | 29,597 | $718K | 0.0% | -34.4% | 0.000% | |
2/13/2023 | Betterment LLC | 53,535 | $1.30M | 0.0% | +8.8% | 0.000% | |