8/15/2025 | Captrust Financial Advisors | 32,803 | $1.61M | 0.0% | +13.4% | 0.043% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,677 | $84K | 0.0% | N/A | 0.002% | |
8/13/2025 | Colonial Trust Advisors | 1,250 | $61K | 0.0% | N/A | 0.002% | |
8/12/2025 | SlateStone Wealth LLC | 254,649 | $12.50M | 1.2% | +0.9% | 0.332% | |
8/12/2025 | Resolute Wealth Strategies LLC | 13,374 | $657K | 0.4% | +7.2% | 0.017% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 31,298 | $1.54M | 0.1% | +96.6% | 0.041% | |
8/12/2025 | JPMorgan Chase & Co. | 975 | $48K | 0.0% | +846.6% | 0.001% | |
8/8/2025 | SBI Securities Co. Ltd. | 2,033 | $100K | 0.0% | +53.3% | 0.003% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 36,686 | $1.80M | 0.1% | +5.9% | 0.048% | |
8/4/2025 | Arkadios Wealth Advisors | 303,967 | $14.93M | 0.4% | -10.2% | 0.396% | |
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7/30/2025 | Strategic Blueprint LLC | 17,241 | $847K | 0.0% | +1.6% | 0.022% | |
7/29/2025 | Private Trust Co. NA | 15,060 | $739K | 0.1% | -54.4% | 0.020% | |
7/25/2025 | LRI Investments LLC | 10,000 | $491K | 0.0% | -60.0% | 0.013% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,130 | $203K | 0.0% | N/A | 0.005% | |
7/17/2025 | Janney Montgomery Scott LLC | 305,786 | $15.01M | 0.0% | +5.1% | 0.398% | |
7/11/2025 | Farther Finance Advisors LLC | 100,097 | $4.92M | 0.1% | +90.3% | 0.130% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 932 | $46K | 0.0% | -50.2% | 0.001% | |
5/15/2025 | OLD Mission Capital LLC | 24,775 | $1.25M | 0.0% | -44.1% | 0.033% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 41,276 | $2.09M | 0.2% | -62.1% | 0.055% | |
5/9/2025 | Cary Street Partners Financial LLC | 4,377 | $221K | 0.0% | -37.7% | 0.006% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 8,853 | $447K | 0.2% | -17.5% | 0.012% | |
5/8/2025 | SlateStone Wealth LLC | 252,328 | $12.75M | 1.3% | +19.2% | 0.337% | |
5/8/2025 | Arkadios Wealth Advisors | 338,609 | $17.11M | 0.6% | -9.4% | 0.452% | |
5/7/2025 | Resolute Wealth Strategies LLC | 12,476 | $630K | 0.4% | +34.1% | 0.017% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,326 | $67K | 0.0% | +952.4% | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 4,659 | $235K | 0.0% | N/A | 0.006% | |
4/29/2025 | Strategic Blueprint LLC | 16,966 | $857K | 0.0% | +20.0% | 0.023% | |
4/28/2025 | Private Trust Co. NA | 33,019 | $1.67M | 0.2% | +5.1% | 0.045% | |
4/25/2025 | Argent Advisors Inc. | 127,106 | $6.42M | 2.1% | +24.0% | 0.172% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 15,920 | $804K | 0.1% | -11.8% | 0.022% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 34,630 | $1.75M | 0.1% | +146.3% | 0.047% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 535,490 | $27.05M | 0.1% | +19.6% | 0.724% | |
4/17/2025 | Janney Montgomery Scott LLC | 291,043 | $14.70M | 0.0% | -5.5% | 0.393% | |
4/14/2025 | Farther Finance Advisors LLC | 52,601 | $2.65M | 0.1% | +132.4% | 0.071% | |
4/9/2025 | NBC Securities Inc. | 35,313 | $1.78M | 0.2% | +106,909.1% | 0.048% | |
2/18/2025 | Sunbelt Securities Inc. | 10,723 | $537K | 0.0% | +19.8% | 0.020% | |
2/18/2025 | Novem Group | 6,083 | $305K | 0.0% | N/A | 0.012% | |
2/18/2025 | 10Elms LLP | 2,825 | $142K | 0.1% | N/A | 0.005% | |
2/17/2025 | LRI Investments LLC | 25,000 | $1.26M | 0.1% | N/A | 0.048% | |
2/17/2025 | Captrust Financial Advisors | 25,863 | $1.30M | 0.0% | +1.7% | 0.049% | |
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2/17/2025 | Cary Street Partners Financial LLC | 7,030 | $353K | 0.0% | N/A | 0.013% | |
2/17/2025 | Baird Financial Group Inc. | 103,958 | $5.22M | 0.0% | +106.0% | 0.199% | |
2/17/2025 | Ameriprise Financial Inc. | 15,164 | $761K | 0.0% | N/A | 0.029% | |
2/14/2025 | Coppell Advisory Solutions LLC | 459,914 | $23.03M | 3.3% | +7.6% | 0.879% | |
2/12/2025 | OLD Mission Capital LLC | 44,318 | $2.23M | 0.0% | N/A | 0.085% | |
2/12/2025 | Bullseye Investment Management LLC | 131,268 | $6.55M | 4.3% | -10.9% | 0.251% | |
2/12/2025 | JPMorgan Chase & Co. | 540 | $27K | 0.0% | -94.8% | 0.001% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 3,227 | $162K | 0.1% | N/A | 0.006% | |
2/10/2025 | Argent Advisors Inc. | 102,542 | $5.15M | 1.9% | +5.4% | 0.196% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 14,060 | $706K | 0.1% | +79.4% | 0.027% | |
2/10/2025 | SlateStone Wealth LLC | 211,742 | $10.63M | 1.0% | +15.7% | 0.405% | |
2/10/2025 | Farther Finance Advisors LLC | 22,636 | $1.14M | 0.0% | +40,321.4% | 0.043% | |
2/6/2025 | Resolute Wealth Strategies LLC | 9,302 | $467K | 0.2% | +64.5% | 0.018% | |
2/5/2025 | Private Trust Co. NA | 31,419 | $1.58M | 0.2% | +67.4% | 0.060% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 108,966 | $5.47M | 0.4% | +35.4% | 0.208% | |
1/23/2025 | Strategic Blueprint LLC | 14,144 | $710K | 0.0% | +19.8% | 0.027% | |
1/17/2025 | Janney Montgomery Scott LLC | 307,912 | $15.46M | 0.0% | -2.2% | 0.588% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,250 | $63K | 0.0% | N/A | 0.002% | |
1/15/2025 | Arkadios Wealth Advisors | 373,780 | $18.77M | 1.0% | +3.6% | 0.714% | |
1/14/2025 | Pinnacle Bancorp Inc. | 3,747 | $188K | 0.1% | +7,872.3% | 0.007% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,868 | $94K | 0.0% | +47.6% | 0.004% | |
1/10/2025 | ORG Partners LLC | 750 | $38K | 0.0% | N/A | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 10,328 | $563K | 0.0% | -20.9% | 0.020% | |
11/18/2024 | Sunbelt Securities Inc. | 8,952 | $488K | 0.0% | +43.1% | 0.017% | |
11/14/2024 | Captrust Financial Advisors | 25,443 | $1.39M | 0.0% | -2.2% | 0.049% | |
11/13/2024 | Private Trust Co. NA | 18,765 | $1.02M | 0.1% | -18.7% | 0.036% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 80,485 | $4.39M | 0.3% | +12.2% | 0.154% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 18,018 | $982K | 0.1% | -21.0% | 0.034% | |
10/29/2024 | Janney Montgomery Scott LLC | 314,956 | $17.16M | 0.0% | +19.0% | 0.602% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 7,838 | $427K | 0.0% | N/A | 0.015% | |
10/25/2024 | Strategic Blueprint LLC | 11,810 | $643K | 0.0% | +91.4% | 0.023% | |
10/24/2024 | Arkadios Wealth Advisors | 360,911 | $19.66M | 1.1% | +13.3% | 0.690% | |
10/15/2024 | NBC Securities Inc. | 31,674 | $1.73M | 0.1% | +18.0% | 0.061% | |
8/16/2024 | Sunbelt Securities Inc. | 6,256 | $316K | 0.0% | +53.2% | 0.012% | |
8/8/2024 | VitalStone Financial LLC | 632 | $32K | 0.0% | -53.7% | 0.001% | |
7/30/2024 | Argent Advisors Inc. | 92,487 | $4.67M | 1.9% | +4.5% | 0.177% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 71,719 | $3.62M | 0.3% | +45.8% | 0.137% | |
7/29/2024 | Arkadios Wealth Advisors | 318,595 | $16.10M | 1.1% | +6.3% | 0.609% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 428,996 | $21.67M | 0.1% | +25.3% | 0.820% | |
7/26/2024 | SlateStone Wealth LLC | 169,319 | $8.55M | 0.9% | +2.9% | 0.324% | |
7/10/2024 | NBC Securities Inc. | 26,832 | $1.36M | 0.1% | +49.0% | 0.051% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,263 | $64K | 0.0% | N/A | 0.002% | |
5/20/2024 | Bullseye Investment Management LLC | 194,888 | $10.47M | 6.1% | +3.2% | 0.372% | |
5/6/2024 | VitalStone Financial LLC | 1,366 | $73K | 0.1% | -16.1% | 0.003% | |
5/2/2024 | Argent Advisors Inc. | 88,543 | $4.76M | 1.9% | N/A | 0.175% | |
5/1/2024 | Janney Montgomery Scott LLC | 209,492 | $11.25M | 0.0% | +33.8% | 0.413% | |
4/30/2024 | Arkadios Wealth Advisors | 299,763 | $16.10M | 1.2% | +2.8% | 0.591% | |
4/26/2024 | SlateStone Wealth LLC | 164,556 | $8.84M | 0.9% | +0.6% | 0.325% | |
4/25/2024 | Triumph Capital Management | 45,304 | $2.42M | 1.0% | +116.7% | 0.092% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 342,448 | $18.39M | 0.1% | +0.5% | 0.695% | |
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4/24/2024 | Private Trust Co. NA | 21,416 | $1.15M | 0.1% | +57.5% | 0.043% | |
4/24/2024 | Essex Financial Services Inc. | 8,575 | $461K | 0.0% | N/A | 0.017% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 49,189 | $2.64M | 0.2% | +37.3% | 0.100% | |
4/23/2024 | Strategic Blueprint LLC | 6,135 | $330K | 0.0% | -12.1% | 0.012% | |
4/15/2024 | Sunbelt Securities Inc. | 4,084 | $219K | 0.0% | +782.1% | 0.008% | |
4/12/2024 | Harbor Investment Advisory LLC | 629 | $34K | 0.0% | +319.3% | 0.001% | |
4/5/2024 | NBC Securities Inc. | 18,003 | $966K | 0.1% | +18.5% | 0.116% | |
3/1/2024 | Transcendent Capital Group LLC | 500 | $26K | 0.0% | N/A | 0.003% | |
2/14/2024 | VitalStone Financial LLC | 1,629 | $84K | 0.1% | -23.7% | 0.010% | |
2/14/2024 | Cullen Capital Management LLC | 83,512 | $4.32M | 0.1% | N/A | 0.536% | |