4/18/2024 | Capital Advisors Ltd. LLC | 20,248 | $1.55M | 0.2% | -0.7% | 0.473% | |
4/18/2024 | O ROURKE & COMPANY Inc | 14,981 | $1.15M | 0.7% | +5.9% | 0.350% | |
4/16/2024 | Opinicus Capital Inc. | 4,255 | $326K | 0.3% | -12.6% | 0.099% | |
4/11/2024 | Hyperion Partners LLC | 2,740 | $210K | 0.2% | -8.2% | 0.064% | |
4/3/2024 | Strategic Advocates LLC | 9,385 | $718K | 0.3% | -28.1% | 0.219% | |
2/20/2024 | Prospect Financial Services LLC | 2,680 | $202K | 0.2% | N/A | 0.063% | |
|
2/13/2024 | Stephens Inc. AR | 46,835 | $3.53M | 0.1% | -1.8% | 1.094% | |
2/12/2024 | Fortress Wealth Management Inc. | 9,249 | $697K | 0.4% | -44.6% | 0.216% | |
2/9/2024 | Wells Fargo & Company MN | 161,733 | $12.19M | 0.0% | -19.6% | 3.779% | |
2/8/2024 | TrinityPoint Wealth LLC | 10,162 | $766K | 0.1% | -18.1% | 0.237% | |
2/7/2024 | Strategic Advocates LLC | 13,046 | $983K | 0.4% | -22.4% | 0.305% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 9,391 | $698K | 0.0% | +32,282.8% | 0.219% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,979 | $526K | 0.0% | N/A | 0.163% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 9,391 | $698K | 0.2% | +32,282.8% | 0.219% | |
2/5/2024 | Opinicus Capital Inc. | 4,868 | $367K | 0.4% | N/A | 0.114% | |
1/30/2024 | Capital Analysts LLC | 15,852 | $1.20M | 0.1% | +4.4% | 0.370% | |
1/25/2024 | International Assets Investment Management LLC | 14,094 | $1.06M | 0.0% | N/A | 0.329% | |
1/24/2024 | International Assets Investment Management LLC | 14,094 | $1.06M | 0.0% | N/A | 0.329% | |
1/24/2024 | O ROURKE & COMPANY Inc | 14,143 | $1.14M | 0.7% | -14.0% | 0.330% | |
1/23/2024 | Capital Advantage Inc. | 780,532 | $58.83M | 11.9% | -3.4% | 18.237% | |
1/12/2024 | Mutual Advisors LLC | 15,200 | $1.15M | 0.0% | -3.6% | 0.355% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,823 | $950K | 0.0% | -2.4% | 0.300% | |
11/14/2023 | Mutual Advisors LLC | 15,762 | $1.17M | 0.0% | +43.4% | 0.368% | |
11/14/2023 | O ROURKE & COMPANY Inc | 16,439 | $1.22M | 0.9% | -25.5% | 0.384% | |
11/13/2023 | LPL Financial LLC | 69,706 | $5.16M | 0.0% | +2.9% | 1.629% | |
11/9/2023 | UBS Group AG | 71,768 | $5.31M | 0.0% | +19.7% | 1.677% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,647 | $492K | 0.0% | -8.8% | 0.155% | |
11/8/2023 | Spire Wealth Management | 934 | $69K | 0.0% | +27.8% | 0.022% | |
11/3/2023 | Commons Capital LLC | 2,774 | $205K | 0.4% | N/A | 0.065% | |
11/1/2023 | Simplex Trading LLC | 947 | $70K | 0.0% | N/A | 0.022% | |
11/1/2023 | TBH Global Asset Management LLC | 5,423 | $402K | 0.1% | N/A | 0.127% | |
10/30/2023 | Capital Advantage Inc. | 807,786 | $59.82M | 12.8% | -7.5% | 18.874% | |
10/27/2023 | Capital Advisors Ltd. LLC | 20,378 | $1.51M | 0.2% | -0.9% | 0.476% | |
10/24/2023 | Patton Albertson Miller Group LLC | 3,925 | $291K | 0.1% | -4.8% | 0.092% | |
10/23/2023 | Commonwealth Equity Services LLC | 15,413 | $1.14M | 0.0% | +3.4% | 0.360% | |
10/16/2023 | Independence Bank of Kentucky | 750 | $56K | 0.0% | -95.4% | 0.018% | |
10/11/2023 | Hyperion Partners LLC | 2,948 | $218K | 0.2% | -4.6% | 0.069% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 591 | $44K | 0.0% | N/A | 0.014% | |
8/15/2023 | Invenio Wealth Partners LLC | 31,714 | $2.31M | 2.6% | N/A | 0.741% | |
8/10/2023 | Osaic Holdings Inc. | 58,755 | $4.28M | 0.0% | -4.1% | 1.373% | |
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8/7/2023 | Capital Advantage Inc. | 873,631 | $63.54M | 13.3% | -13.3% | 20.412% | |
8/3/2023 | Coldstream Capital Management Inc. | 4,772 | $347K | 0.0% | -8.9% | 0.111% | |
8/3/2023 | RFG Advisory LLC | 9,549 | $695K | 0.0% | -46.9% | 0.223% | |
7/31/2023 | LPL Financial LLC | 67,769 | $4.93M | 0.0% | +3.3% | 1.583% | |
7/26/2023 | Capital Advisors Ltd. LLC | 20,565 | $1.50M | 0.2% | -8.8% | 0.480% | |
7/26/2023 | Fortress Wealth Management Inc. | 18,646 | $1.36M | 0.9% | -64.3% | 0.436% | |
7/25/2023 | O ROURKE & COMPANY Inc | 22,075 | $1.61M | 1.1% | -3.9% | 0.516% | |
7/7/2023 | Independence Bank of Kentucky | 16,275 | $1.19M | 0.5% | -5.5% | 0.327% | |
5/12/2023 | O ROURKE & COMPANY Inc | 22,974 | $1.65M | 1.3% | -6.1% | 0.444% | |
5/11/2023 | Summit Wealth & Retirement Planning Inc. | 7,573 | $544K | 0.2% | -17.5% | 0.146% | |
5/11/2023 | Envestnet Asset Management Inc. | 7,668 | $551K | 0.0% | -31.0% | 0.148% | |
5/10/2023 | LPL Financial LLC | 65,596 | $4.71M | 0.0% | -5.5% | 1.266% | |
5/9/2023 | SFE Investment Counsel | 4,650 | $330K | 0.1% | -44.5% | 0.090% | |
5/5/2023 | Assetmark Inc. | 153,084 | $11.00M | 0.0% | +225.5% | 2.955% | |
5/5/2023 | Capital Analysts LLC | 10,308 | $740K | 0.0% | +2.5% | 0.199% | |
5/5/2023 | Capital Advantage Inc. | 1,007,310 | $71.69M | 15.3% | -0.4% | 19.446% | |
5/3/2023 | J.W. Cole Advisors Inc. | 4,751 | $341K | 0.0% | -6.7% | 0.092% | |
5/3/2023 | Capital Advisors Ltd. LLC | 22,549 | $1.62M | 0.3% | +3.2% | 0.435% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 3,113 | $224K | 0.0% | -7.4% | 0.060% | |
4/27/2023 | Pinnacle Wealth Management Group Inc. | 60,148 | $4.34M | 3.0% | N/A | 1.161% | |
4/26/2023 | Pinnacle Wealth Management Group Inc. | 60,148 | $4.34M | 3.3% | N/A | 1.161% | |
4/20/2023 | Fortress Wealth Management Inc. | 52,293 | $3.76M | 2.6% | +52.3% | 1.010% | |
4/13/2023 | Apeiron RIA LLC | 3,639 | $261K | 0.1% | -45.9% | 0.070% | |
4/11/2023 | Mutual Advisors LLC | 10,957 | $787K | 0.0% | -1.8% | 0.212% | |
4/11/2023 | Hyperion Partners LLC | 3,184 | $229K | 0.2% | -5.5% | 0.061% | |
4/10/2023 | Procyon Advisors LLC | 3,021 | $217K | 0.0% | -31.9% | 0.058% | |
4/6/2023 | Independence Bank of Kentucky | 17,225 | $1.24M | 0.5% | -9.7% | 0.338% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 15,537 | $1.11M | 0.0% | +122.7% | 0.305% | |
3/6/2023 | Rockefeller Capital Management L.P. | 9,647 | $686K | 0.0% | -13.8% | 0.000% | |
3/6/2023 | OLD Mission Capital LLC | 904 | $64K | 0.0% | N/A | 0.000% | |
2/13/2023 | O ROURKE & COMPANY Inc | 24,467 | $1.74M | 1.4% | -23.9% | 0.000% | |
2/10/2023 | Assetmark Inc. | 47,037 | $3.35M | 0.0% | -5.7% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 66,294 | $4.72M | 0.0% | -13.3% | 0.000% | |
2/10/2023 | Summit Wealth & Retirement Planning Inc. | 9,174 | $652K | 0.3% | -2.1% | 0.000% | |
2/10/2023 | SFE Investment Counsel | 8,375 | $605K | 0.2% | -62.2% | 0.000% | |
2/8/2023 | UBS Group AG | 79,399 | $5.65M | 0.0% | -33.8% | 0.000% | |
2/8/2023 | Capital Analysts LLC | 10,057 | $715K | 0.0% | +4.3% | 0.000% | |
2/7/2023 | TrinityPoint Wealth LLC | 16,024 | $1.14M | 0.3% | -23.4% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 14,075 | $1M | 0.0% | -58.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 69,415 | $4.94M | 0.0% | -21.2% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 11,117 | $791K | 0.0% | -5.7% | 0.000% | |
2/3/2023 | CX Institutional | 254,671 | $18.11M | 1.1% | +2.4% | 0.000% | |
1/31/2023 | Empirical Asset Management LLC | 8,593 | $611K | 0.6% | -4.0% | 0.000% | |
1/30/2023 | Concord Wealth Partners | 656 | $47K | 0.0% | N/A | 0.000% | |
1/25/2023 | Stephens Inc. AR | 45,615 | $3.24M | 0.1% | -0.4% | 0.000% | |
1/24/2023 | Capital Advantage Inc. | 1,010,950 | $71.89M | 16.1% | +48.8% | 0.000% | |
1/23/2023 | Patton Albertson Miller Group LLC | 4,125 | $293K | 0.1% | -32.7% | 0.000% | |
1/20/2023 | Apeiron RIA LLC | 6,731 | $479K | 0.2% | -7.9% | 0.000% | |
1/19/2023 | Procyon Advisors LLC | 4,435 | $315K | 0.1% | -10.3% | 0.000% | |
1/17/2023 | Fortress Wealth Management Inc. | 34,335 | $2.44M | 2.0% | +50.0% | 0.000% | |
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1/12/2023 | Mutual Advisors LLC | 11,156 | $793K | 0.0% | -17.4% | 0.000% | |
1/10/2023 | Coldstream Capital Management Inc. | 6,057 | $431K | 0.0% | N/A | 0.000% | |
1/9/2023 | Independence Bank of Kentucky | 19,075 | $1.36M | 0.6% | -22.9% | 0.000% | |
11/15/2022 | Titleist Asset Management LTD. | 5,413 | $369K | 0.1% | +29.0% | 0.000% | |
11/15/2022 | Commons Capital LLC | 3,218 | $220K | 0.3% | -10.3% | 0.000% | |
11/15/2022 | Commonwealth Equity Services LLC | 34,035 | $2.32M | 0.0% | +4.9% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 13,861 | $946K | 0.0% | -22.4% | 0.000% | |
11/10/2022 | RFG Advisory LLC | 20,062 | $1.40M | 0.1% | -12.0% | 0.000% | |
11/10/2022 | UBS Group AG | 119,960 | $8.18M | 0.0% | -1.0% | 0.000% | |
11/9/2022 | Capital Advisors Ltd. LLC | 21,819 | $1.49M | 0.3% | -37.2% | 0.000% | |