2/15/2024 | Freedom Investment Management Inc. | 76,661 | $1.31M | 0.1% | -2.0% | 0.501% | |
2/15/2024 | Citadel Advisors LLC | 56,211 | $0.96M | 0.0% | N/A | 0.367% | |
2/15/2024 | Comerica Bank | 18,644 | $0.32M | 0.0% | +75.2% | 0.122% | |
2/14/2024 | Royal Bank of Canada | 38,236 | $0.65M | 0.0% | -18.5% | 0.250% | |
2/14/2024 | Sei Investments Co. | 147,688 | $2.52M | 0.0% | N/A | 0.965% | |
2/13/2024 | Envestnet Asset Management Inc. | 84,452 | $1.44M | 0.0% | -24.6% | 0.552% | |
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2/13/2024 | Joseph Group Capital Management | 14,300 | $0.24M | 0.1% | N/A | 0.093% | |
2/13/2024 | Cetera Advisor Networks LLC | 21,289 | $0.36M | 0.0% | -7.5% | 0.139% | |
2/13/2024 | Jones Financial Companies Lllp | 9,828 | $0.17M | 0.0% | N/A | 0.064% | |
2/12/2024 | Condor Capital Management | 179,599 | $3.07M | 0.3% | +1.1% | 1.174% | |
2/12/2024 | Stifel Financial Corp | 263,153 | $4.50M | 0.0% | -1.3% | 1.720% | |
2/9/2024 | Eagle Global Advisors LLC | 28,000 | $0.48M | 0.0% | -9.7% | 0.183% | |
2/9/2024 | Wells Fargo & Company MN | 613,015 | $10.48M | 0.0% | +3.0% | 4.007% | |
2/9/2024 | UBS Group AG | 316,402 | $5.41M | 0.0% | -19.9% | 2.068% | |
2/8/2024 | Janney Capital Management LLC | 150,563 | $2.57M | 0.2% | -2.5% | 0.984% | |
2/8/2024 | Quotient Wealth Partners LLC | 25,920 | $0.44M | 0.0% | N/A | 0.169% | |
2/7/2024 | One Capital Management LLC | 42,640 | $0.73M | 0.0% | -30.0% | 0.279% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 17,618 | $0.30M | 0.1% | -27.4% | 0.115% | |
2/6/2024 | Private Advisor Group LLC | 45,306 | $0.77M | 0.0% | +17.3% | 0.296% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 44,286 | $0.76M | 0.0% | -75.0% | 0.289% | |
2/2/2024 | Dohj LLC | 248,832 | $4.25M | 1.3% | N/A | 1.626% | |
2/1/2024 | Foster & Motley Inc. | 10,755 | $0.18M | 0.0% | N/A | 0.070% | |
2/1/2024 | CWM LLC | 4,384 | $75K | 0.0% | N/A | 0.029% | |
2/1/2024 | Vicus Capital | 47,535 | $0.81M | 0.1% | -28.3% | 0.311% | |
1/30/2024 | MBM Wealth Consultants LLC | 41,739 | $0.71M | 0.3% | -2.6% | 0.273% | |
1/26/2024 | Cerity Partners LLC | 432,753 | $7.40M | 0.0% | +710.8% | 2.828% | |
1/26/2024 | PrairieView Partners LLC | 300,581 | $5.14M | 0.6% | +99.8% | 1.965% | |
1/24/2024 | Detalus Advisors LLC | 33,351 | $0.57M | 0.2% | -65.1% | 0.218% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 43,485 | $0.74M | 0.0% | +4.7% | 0.284% | |
1/24/2024 | Allworth Financial LP | 727,891 | $12.44M | 0.1% | -15.2% | 4.757% | |
1/24/2024 | Private Trust Co. NA | 46,196 | $0.79M | 0.1% | +926.8% | 0.302% | |
1/23/2024 | FAS Wealth Partners Inc. | 33,713 | $0.58M | 0.1% | -14.0% | 0.220% | |
1/18/2024 | Strategic Financial Concepts LLC | 11,012 | $0.19M | 0.1% | -13.8% | 0.072% | |
1/18/2024 | Global Retirement Partners LLC | 3,747 | $64K | 0.0% | -13.8% | 0.024% | |
1/17/2024 | PFG Investments LLC | 20,573 | $0.35M | 0.1% | -16.9% | 0.134% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,148 | $0.50M | 0.0% | +4.1% | 0.191% | |
1/16/2024 | Raymond James & Associates | 32,595 | $0.56M | 0.0% | +8.8% | 0.213% | |
1/12/2024 | Willis Johnson & Associates Inc. | 254,455 | $4.35M | 0.4% | +51.6% | 1.663% | |
1/11/2024 | OneAscent Financial Services LLC | 11,136 | $0.19M | 0.0% | N/A | 0.073% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 42,380 | $0.72M | 0.0% | -19.0% | 0.277% | |
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1/8/2024 | Juncture Wealth Strategies LLC | 56,828 | $0.97M | 0.4% | +6.8% | 0.371% | |
1/8/2024 | Bartlett & CO. Wealth Management LLC | 83,907 | $1.44M | 0.0% | +7.0% | 0.548% | |
1/5/2024 | BancFirst Trust & Investment Management | 13,210 | $0.23M | 0.1% | N/A | 0.086% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 27,549 | $0.47M | 0.0% | -10.1% | 0.180% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 246,337 | $4.21M | 1.5% | -7.1% | 1.610% | |
11/21/2023 | Comerica Bank | 10,644 | $0.18M | 0.0% | N/A | 0.070% | |
11/16/2023 | Harbour Investments Inc. | 4,220 | $70K | 0.0% | -35.9% | 0.028% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 10,729 | $0.18M | 0.0% | N/A | 0.070% | |
11/15/2023 | Integrated Wealth Concepts LLC | 137,999 | $2.30M | 0.0% | +0.7% | 0.902% | |
11/15/2023 | JPMorgan Chase & Co. | 595,427 | $9.94M | 0.0% | +1,066.6% | 3.892% | |
11/15/2023 | Ameriprise Financial Inc. | 414,261 | $6.90M | 0.0% | +48.9% | 2.708% | |
11/15/2023 | Axxcess Wealth Management LLC | 15,200 | $0.25M | 0.0% | N/A | 0.099% | |
11/14/2023 | Rehmann Capital Advisory Group | 94,435 | $1.58M | 0.1% | -0.7% | 0.617% | |
11/14/2023 | Ancora Advisors LLC | 4,611 | $77K | 0.0% | -13.2% | 0.030% | |
11/13/2023 | Stifel Financial Corp | 266,673 | $4.45M | 0.0% | -8.8% | 1.743% | |
11/13/2023 | LPL Financial LLC | 353,103 | $5.89M | 0.0% | -6.4% | 2.308% | |
11/13/2023 | Envestnet Asset Management Inc. | 112,005 | $1.87M | 0.0% | -2.5% | 0.732% | |
11/9/2023 | One Capital Management LLC | 60,900 | $1.02M | 0.0% | -40.3% | 0.398% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 41,531 | $0.69M | 0.0% | -28.8% | 0.271% | |
11/9/2023 | UBS Group AG | 395,106 | $6.59M | 0.0% | -14.5% | 2.582% | |
11/8/2023 | HighTower Advisors LLC | 30,138 | $0.50M | 0.0% | -9.8% | 0.197% | |
11/8/2023 | Janney Capital Management LLC | 154,346 | $2.58M | 0.2% | -3.2% | 1.009% | |
11/8/2023 | Strategic Financial Concepts LLC | 12,780 | $0.21M | 0.1% | +13.6% | 0.084% | |
11/7/2023 | Merit Financial Group LLC | 29,673 | $0.50M | 0.0% | N/A | 0.194% | |
10/31/2023 | Allworth Financial LP | 858,104 | $14.32M | 0.1% | +56.3% | 5.609% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 52,293 | $0.87M | 0.0% | -46.6% | 0.342% | |
10/25/2023 | Willis Johnson & Associates Inc. | 167,869 | $2.80M | 0.3% | +16.7% | 1.097% | |
10/24/2023 | Stratos Wealth Partners LTD. | 10,230 | $0.17M | 0.0% | N/A | 0.067% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 28,000 | $0.47M | 0.0% | -6.5% | 0.183% | |
10/24/2023 | Raymond James & Associates | 29,950 | $0.50M | 0.0% | +5.0% | 0.196% | |
10/23/2023 | Vicus Capital | 66,300 | $1.11M | 0.1% | -52.8% | 0.433% | |
10/23/2023 | FAS Wealth Partners Inc. | 39,189 | $0.65M | 0.1% | -2.6% | 0.256% | |
10/23/2023 | Commonwealth Equity Services LLC | 23,904 | $0.40M | 0.0% | -8.1% | 0.156% | |
10/23/2023 | PrairieView Partners LLC | 150,471 | $2.51M | 0.3% | -16.4% | 0.983% | |
10/19/2023 | MBM Wealth Consultants LLC | 42,834 | $0.72M | 0.3% | -35.3% | 0.280% | |
10/18/2023 | Private Trust Co. NA | 4,499 | $75K | 0.0% | -49.3% | 0.029% | |
10/17/2023 | 1900 Wealth Management LLC | 12,741 | $0.21M | 0.0% | -88.1% | 0.083% | |
10/13/2023 | Global Retirement Partners LLC | 4,347 | $72K | 0.0% | +82.3% | 0.028% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 177,471 | $2.96M | 0.1% | -10.5% | 1.160% | |
10/10/2023 | IMPACTfolio LLC | 120,653 | $2.01M | 1.5% | +6.1% | 0.789% | |
10/10/2023 | Juncture Wealth Strategies LLC | 53,233 | $0.89M | 0.4% | +2.5% | 0.348% | |
10/10/2023 | Bartlett & Co. LLC | 78,402 | $1.31M | 0.0% | -10.1% | 0.512% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 30,632 | $0.51M | 0.0% | -63.6% | 0.200% | |
9/26/2023 | M Holdings Securities Inc. | 304,401 | $5.13M | 1.1% | -39.4% | 1.990% | |
9/12/2023 | Farther Finance Advisors LLC | 6,000 | $0.10M | 0.0% | N/A | 0.039% | |
8/23/2023 | Rehmann Capital Advisory Group | 95,066 | $1.60M | 0.1% | -1.5% | 0.621% | |
8/21/2023 | Osaic Holdings Inc. | 130,601 | $2.20M | 0.0% | -34.3% | 0.854% | |
8/17/2023 | Vicus Capital | 140,366 | $2.36M | 0.2% | -63.3% | 0.917% | |
8/15/2023 | Wells Fargo & Company MN | 602,651 | $10.15M | 0.0% | -28.7% | 3.939% | |
8/15/2023 | Integrated Wealth Concepts LLC | 137,038 | $2.31M | 0.0% | +13.1% | 0.896% | |
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8/15/2023 | Royal Bank of Canada | 47,436 | $0.80M | 0.0% | -2.9% | 0.310% | |
8/15/2023 | Stifel Financial Corp | 292,562 | $4.93M | 0.0% | +7.0% | 1.912% | |
8/15/2023 | Citadel Advisors LLC | 35,421 | $0.60M | 0.0% | N/A | 0.232% | |
8/14/2023 | MML Investors Services LLC | 47,094 | $0.79M | 0.0% | +16.0% | 0.308% | |
8/14/2023 | Cerity Partners LLC | 56,876 | $0.96M | 0.0% | N/A | 0.372% | |
8/14/2023 | Eqis Capital Management Inc. | 76,765 | $1.29M | 0.1% | -1.3% | 0.502% | |
8/11/2023 | Ameritas Investment Partners Inc. | 28,377 | $0.48M | 0.0% | +7.9% | 0.185% | |
8/11/2023 | JPMorgan Chase & Co. | 51,038 | $0.86M | 0.0% | +1,879.0% | 0.334% | |
8/10/2023 | Osaic Holdings Inc. | 130,601 | $2.20M | 0.0% | -34.3% | 0.854% | |
8/10/2023 | Commonwealth Equity Services LLC | 26,012 | $0.44M | 0.0% | +4.5% | 0.170% | |