4/22/2024 | Confluence Wealth Services Inc. | 105,181 | $7.09M | 0.6% | -3.5% | 1.073% | |
4/18/2024 | Fifth Third Securities Inc. | 100,662 | $6.78M | 0.7% | +8.5% | 0.968% | |
4/15/2024 | Sunbelt Securities Inc. | 30,664 | $2.07M | 0.2% | -2.7% | 0.295% | |
2/16/2024 | Aspect Partners LLC | 7,858 | $507K | 0.3% | N/A | 0.076% | |
2/14/2024 | Icon Wealth Advisors LLC | 8,141 | $526K | 0.1% | N/A | 0.078% | |
2/14/2024 | Waterloo Capital L.P. | 10,836 | $700K | 0.1% | -6.6% | 0.104% | |
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2/8/2024 | Janney Montgomery Scott LLC | 176,873 | $11.42M | 0.0% | +0.7% | 1.701% | |
2/6/2024 | Legacy Financial Advisors Inc. | 4,350 | $281K | 0.1% | -68.7% | 0.042% | |
1/29/2024 | ORG Partners LLC | 9,261 | $598K | 0.1% | N/A | 0.089% | |
1/25/2024 | Confluence Wealth Services Inc. | 108,985 | $7.04M | 0.8% | -1.2% | 1.048% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 16,086 | $1.04M | 0.0% | +152.5% | 0.155% | |
1/24/2024 | Private Trust Co. NA | 10,124 | $654K | 0.1% | +5.2% | 0.097% | |
12/11/2023 | Sunbelt Securities Inc. | 28,890 | $1.71M | 0.2% | +13.3% | 0.278% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 6,370 | $378K | 0.0% | +9.2% | 0.061% | |
11/8/2023 | Janney Montgomery Scott LLC | 175,663 | $10.42M | 0.0% | +7.7% | 1.689% | |
11/1/2023 | Confluence Wealth Services Inc. | 110,257 | $6.54M | 1.3% | +24.4% | 1.060% | |
10/18/2023 | Private Trust Co. NA | 9,624 | $571K | 0.1% | +5.6% | 0.093% | |
10/12/2023 | Fifth Third Securities Inc. | 91,849 | $5.49M | 0.6% | +2.4% | 0.883% | |
8/9/2023 | Flow Traders U.S. LLC | 52,800 | $3.28M | 0.1% | +33.2% | 0.520% | |
8/4/2023 | Princeton Global Asset Management LLC | 4,769 | $296K | 0.1% | +7.1% | 0.047% | |
8/3/2023 | First Horizon Advisors Inc. | 817 | $51K | 0.0% | -27.9% | 0.008% | |
8/1/2023 | Confluence Wealth Services Inc. | 88,596 | $5.50M | 1.2% | +4.6% | 0.873% | |
7/31/2023 | WealthPLAN Partners LLC | 98,832 | $6.13M | 0.9% | -31.4% | 0.974% | |
7/28/2023 | Private Trust Co. NA | 9,110 | $565K | 0.1% | -4.9% | 0.090% | |
7/26/2023 | Janney Montgomery Scott LLC | 163,086 | $10.12M | 0.0% | +2.8% | 1.607% | |
7/25/2023 | WealthPlan Investment Management LLC | 8,492 | $304K | 0.1% | -92.0% | 0.084% | |
7/19/2023 | Fifth Third Securities Inc. | 89,729 | $5.57M | 0.6% | +47.5% | 0.884% | |
5/15/2023 | Flow Traders U.S. LLC | 39,645 | $2.40M | 0.1% | N/A | 0.402% | |
5/12/2023 | Confluence Wealth Services Inc. | 84,712 | $5.14M | 1.2% | +7.2% | 0.860% | |
5/11/2023 | Colonial Trust Co SC | 2,308 | $139K | 0.0% | -39.3% | 0.023% | |
5/11/2023 | Icon Wealth Partners LLC | 8,228 | $499K | 0.1% | N/A | 0.084% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,052 | $64K | 0.0% | N/A | 0.011% | |
5/10/2023 | WealthPLAN Partners LLC | 144,047 | $8.73M | 1.0% | -42.8% | 1.462% | |
5/9/2023 | US Bancorp DE | 30,000 | $1.82M | 0.0% | -3.0% | 0.305% | |
5/8/2023 | WealthPlan Investment Management LLC | 106,235 | $6.44M | 1.1% | -57.8% | 1.079% | |
5/5/2023 | Assetmark Inc. | 90,654 | $5.50M | 0.0% | +38.3% | 0.920% | |
5/5/2023 | Silver Oak Securities Incorporated | 34,973 | $2.12M | 0.3% | +5.7% | 0.355% | |
4/28/2023 | Janney Montgomery Scott LLC | 158,659 | $9.62M | 0.0% | +42.7% | 1.611% | |
4/20/2023 | Princeton Global Asset Management LLC | 4,451 | $270K | 0.1% | +12.7% | 0.045% | |
4/17/2023 | Fifth Third Securities Inc. | 60,834 | $3.69M | 0.4% | -1.1% | 0.618% | |
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4/12/2023 | Private Trust Co. NA | 9,583 | $581K | 0.1% | +63.7% | 0.097% | |
3/6/2023 | OLD Mission Capital LLC | 103,499 | $5.97M | 0.2% | +656.8% | 0.000% | |
2/10/2023 | Confluence Wealth Services Inc. | 79,037 | $4.56M | 1.2% | +215.3% | 0.000% | |
2/10/2023 | Wayfinding Financial LLC | 4,745 | $311K | 0.2% | -22.3% | 0.000% | |
2/6/2023 | Legacy Financial Advisors Inc. | 14,716 | $848K | 0.2% | -39.5% | 0.000% | |
2/2/2023 | Silver Oak Securities Incorporated | 33,094 | $1.91M | 0.4% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 111,172 | $6.41M | 0.0% | +50.8% | 0.000% | |
2/1/2023 | Fifth Third Securities Inc. | 61,513 | $3.55M | 0.5% | -5.3% | 0.000% | |
1/18/2023 | Private Trust Co. NA | 5,855 | $337K | 0.1% | +897.4% | 0.000% | |
1/12/2023 | Crescent Grove Advisors LLC | 3,727 | $215K | 0.0% | N/A | 0.000% | |
1/5/2023 | Capital Investment Advisors LLC | 43,823 | $2.53M | 0.1% | -7.7% | 0.000% | |
11/16/2022 | Almanack Investment Partners LLC. | 10,404 | $527K | 0.1% | +151.7% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 13,676 | $693K | 0.0% | -15.0% | 0.000% | |
11/9/2022 | First Horizon Advisors Inc. | 888 | $44K | 0.0% | +35.4% | 0.000% | |
11/9/2022 | ShoreHaven Wealth Partners LLC | 28,714 | $1.45M | 1.1% | +2.2% | 0.000% | |
11/9/2022 | Wayfinding Financial LLC | 6,110 | $309K | 0.3% | +36.2% | 0.000% | |
11/8/2022 | Confluence Wealth Services Inc. | 25,067 | $1.27M | 0.5% | +180.3% | 0.000% | |
11/4/2022 | Detalus Advisors LLC | 8,820 | $447K | 0.3% | N/A | 0.000% | |
10/27/2022 | US Bancorp DE | 30,941 | $1.57M | 0.0% | +3.1% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 73,745 | $3.73M | 0.0% | +11.1% | 0.000% | |
10/25/2022 | Fifth Third Securities Inc. | 64,950 | $3.29M | 0.5% | -2.9% | 0.000% | |
10/5/2022 | Capital Investment Advisors LLC | 47,482 | $2.41M | 0.1% | -3.3% | 0.000% | |
9/16/2022 | Private Trust Co. NA | 587 | $34K | 0.0% | N/A | 0.000% | |
8/23/2022 | Captrust Financial Advisors | 108,400 | $6.21M | 0.0% | -0.6% | 0.000% | |
8/15/2022 | Confluence Wealth Services Inc. | 8,944 | $525K | 0.2% | N/A | 0.000% | |
8/13/2022 | Flow Traders U.S. LLC | 10,602 | $608K | 0.0% | N/A | 0.000% | |
8/12/2022 | Almanack Investment Partners LLC. | 4,134 | $237K | 0.0% | N/A | 0.000% | |
8/9/2022 | Wayfinding Financial LLC | 4,486 | $257K | 0.2% | -9.7% | 0.000% | |
8/8/2022 | Legacy Financial Advisors Inc. | 42,207 | $2.42M | 0.6% | +536.6% | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 66,390 | $3.83M | 0.0% | +5.3% | 0.000% | |
8/3/2022 | Assetmark Inc. | 65,430 | $3.75M | 0.0% | +1.2% | 0.000% | |
8/2/2022 | Principle Wealth Partners LLC | 10,362 | $594K | 0.1% | +26.6% | 0.000% | |
8/2/2022 | First Horizon Advisors Inc. | 656 | $36K | 0.0% | N/A | 0.000% | |
8/1/2022 | ShoreHaven Wealth Partners LLC | 28,088 | $1.61M | 1.2% | +79.7% | 0.000% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 626 | $36K | 0.0% | +206.9% | 0.000% | |
7/27/2022 | West Wealth Group LLC | 3,951 | $226K | 0.1% | N/A | 0.000% | |
7/27/2022 | Fifth Third Securities Inc. | 66,880 | $3.83M | 0.5% | N/A | 0.000% | |
7/22/2022 | Brandywine Oak Private Wealth LLC | 39,235 | $2.25M | 0.3% | -8.1% | 0.000% | |
7/6/2022 | Capital Investment Advisors LLC | 49,117 | $2.82M | 0.1% | -4.7% | 0.000% | |
5/12/2022 | Principle Wealth Partners LLC | 8,187 | $534K | 0.1% | N/A | 0.000% | |
5/11/2022 | US Bancorp DE | 30,000 | $1.96M | 0.0% | -9.4% | 0.000% | |
5/10/2022 | Tcwp LLC | 4,997 | $325K | 0.1% | N/A | 0.000% | |
5/9/2022 | Wayfinding Financial LLC | 4,969 | $299K | 0.2% | +4.7% | 0.000% | |
5/4/2022 | Janney Montgomery Scott LLC | 63,042 | $4.11M | 0.0% | N/A | 0.000% | |
5/4/2022 | Legacy Financial Advisors Inc. | 6,630 | $432K | 0.1% | -83.4% | 0.000% | |
5/2/2022 | Brandywine Oak Private Wealth LLC | 42,692 | $2.78M | 0.3% | +14.1% | 0.000% | |
4/19/2022 | Icon Wealth Partners LLC | 3,981 | $260K | 0.0% | N/A | 0.000% | |
4/13/2022 | Capital Investment Advisors LLC | 51,522 | $3.36M | 0.1% | -4.2% | 0.000% | |
2/10/2022 | OLD Mission Capital LLC | 33,468 | $2.27M | 0.1% | +416.0% | 0.000% | |
2/7/2022 | Brandywine Oak Private Wealth LLC | 37,429 | $2.48M | 0.3% | +26.3% | 0.000% | |
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2/4/2022 | Legacy Financial Advisors Inc. | 39,900 | $2.71M | 0.6% | -69.9% | 0.000% | |
2/2/2022 | Princeton Global Asset Management LLC | 4,051 | $275K | 0.1% | +80.1% | 0.000% | |
1/28/2022 | Wayfinding Financial LLC | 4,745 | $311K | 0.2% | N/A | 0.000% | |
1/10/2022 | Capital Investment Advisors LLC | 53,764 | $3.65M | 0.1% | -0.5% | 0.000% | |
11/16/2021 | Captrust Financial Advisors | 159,184 | $10.39M | 0.1% | +0.2% | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 6,486 | $423K | 0.0% | -30.7% | 0.000% | |
11/8/2021 | Princeton Global Asset Management LLC | 2,249 | $147K | 0.0% | +45.2% | 0.000% | |
10/26/2021 | Legacy Financial Advisors Inc. | 132,771 | $8.67M | 2.1% | +4.0% | 0.000% | |
10/18/2021 | Brandywine Oak Private Wealth LLC | 29,624 | $2.03M | 0.2% | +0.7% | 0.000% | |
10/13/2021 | Capital Investment Advisors LLC | 54,027 | $3.53M | 0.1% | +203.8% | 0.000% | |