5/16/2025 | NewEdge Advisors LLC | 19,672 | $815K | 0.0% | -32.3% | 0.268% | |
5/2/2025 | Cable Hill Partners LLC | 7,230 | $297K | 0.0% | +13.5% | 0.105% | |
4/30/2025 | Moloney Securities Asset Management LLC | 34,878 | $1.45M | 0.2% | +17.7% | 0.505% | |
4/28/2025 | Rossby Financial LCC | 2,140 | $87K | 0.0% | N/A | 0.031% | |
4/17/2025 | Janney Montgomery Scott LLC | 11,457 | $475K | 0.0% | -22.0% | 0.166% | |
2/17/2025 | Ameriprise Financial Inc. | 182,526 | $7.55M | 0.0% | -0.6% | 0.873% | |
2/14/2025 | IHT Wealth Management LLC | 8,925 | $370K | 0.0% | -15.0% | 0.043% | |
2/12/2025 | JPMorgan Chase & Co. | 84,699 | $3.51M | 0.0% | +509.8% | 0.405% | |
1/28/2025 | Moloney Securities Asset Management LLC | 29,645 | $1.23M | 0.2% | +4.2% | 0.142% | |
1/17/2025 | Janney Montgomery Scott LLC | 14,691 | $609K | 0.0% | N/A | 0.070% | |
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12/26/2024 | JPMorgan Chase & Co. | 13,889 | $567K | 0.0% | +320.4% | 0.066% | |
11/15/2024 | IHT Wealth Management LLC | 10,494 | $428K | 0.0% | -9.4% | 0.050% | |
11/15/2024 | Integrated Wealth Concepts LLC | 33,750 | $1.38M | 0.0% | -1.4% | 0.161% | |
11/14/2024 | Flow Traders U.S. LLC | 8,210 | $335K | 0.0% | N/A | 0.039% | |
11/14/2024 | Captrust Financial Advisors | 10,484 | $428K | 0.0% | -7.9% | 0.050% | |
11/6/2024 | Cable Hill Partners LLC | 6,368 | $260K | 0.0% | N/A | 0.030% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 25,062 | $1.02M | 0.0% | -7.2% | 0.120% | |
10/30/2024 | Moloney Securities Asset Management LLC | 28,459 | $1.16M | 0.2% | +11.1% | 0.136% | |
10/10/2024 | Burns Matteson Capital Management LLC | 34,544 | $1.41M | 0.7% | -8.6% | 0.165% | |
7/30/2024 | Moloney Securities Asset Management LLC | 25,612 | $955K | 0.1% | +196.6% | 0.123% | |
7/22/2024 | Summit Global Investments | 126,642 | $4.72M | 0.3% | -0.4% | 0.606% | |
7/9/2024 | First Bank & Trust | 5,963 | $222K | 0.0% | -7.7% | 0.029% | |
7/9/2024 | Burns Matteson Capital Management LLC | 37,778 | $1.41M | 0.8% | -4.2% | 0.181% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 18,104 | $678K | 0.1% | +6.8% | 0.087% | |
5/17/2024 | Comerica Bank | 702 | $26K | 0.0% | -71.4% | 0.003% | |
5/14/2024 | Burns Matteson Capital Management LLC | 39,424 | $1.48M | 0.8% | -2.3% | 0.188% | |
5/2/2024 | Moloney Securities Asset Management LLC | 8,636 | $323K | 0.0% | +41.4% | 0.041% | |
4/17/2024 | First Bank & Trust | 6,458 | $242K | 0.1% | N/A | 0.031% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,331 | $48K | 0.0% | +611.8% | 0.006% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 4,018 | $143K | 0.1% | N/A | 0.017% | |
1/29/2024 | ORG Partners LLC | 823 | $29K | 0.0% | +69.0% | 0.003% | |
1/25/2024 | Confluence Wealth Services Inc. | 7,517 | $268K | 0.0% | N/A | 0.032% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 15,479 | $552K | 0.0% | N/A | 0.066% | |
1/22/2024 | Princeton Global Asset Management LLC | 6,575 | $235K | 0.1% | -20.3% | 0.028% | |
1/12/2024 | Burns Matteson Capital Management LLC | 40,371 | $1.44M | 0.9% | -3.2% | 0.171% | |
1/9/2024 | DB Wealth Management Group LLC | 7,075 | $253K | 0.1% | -44.6% | 0.030% | |
11/9/2023 | DB Wealth Management Group LLC | 12,780 | $422K | 0.3% | -55.0% | 0.054% | |
10/27/2023 | Princeton Global Asset Management LLC | 8,251 | $273K | 0.1% | -3.8% | 0.035% | |
10/16/2023 | Summit Global Investments | 375,038 | $12.40M | 0.8% | +8.9% | 1.593% | |
8/1/2023 | USAdvisors Wealth Management LLC | 6,277 | $215K | 0.1% | -12.4% | 0.027% | |
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5/23/2023 | Old North State Trust LLC | 69 | $65K | 0.0% | -96.3% | 0.000% | |
5/4/2023 | Summit Global Investments | 231,945 | $8.04M | 0.6% | +29.5% | 1.011% | |
5/3/2023 | Integrated Wealth Concepts LLC | 36,099 | $1.25M | 0.0% | +1.4% | 0.157% | |
5/2/2023 | TD Capital Management LLC | 848 | $29K | 0.0% | N/A | 0.004% | |
4/20/2023 | Princeton Global Asset Management LLC | 8,542 | $296K | 0.1% | +4.6% | 0.037% | |
4/4/2023 | Future Financial Wealth Managment LLC | 44,997 | $1.56M | 1.7% | +34.1% | 0.199% | |
2/13/2023 | Integrated Wealth Concepts LLC | 35,587 | $1.23M | 0.0% | +2.3% | 0.000% | |
2/13/2023 | DB Wealth Management Group LLC | 30,744 | $1.06M | 0.7% | +186.2% | 0.000% | |
2/10/2023 | USAdvisors Wealth Management LLC | 7,418 | $257K | 0.1% | -45.7% | 0.000% | |
2/8/2023 | Sanford Advisory Services LLC | 34,244 | $1.19M | 0.3% | +43.5% | 0.000% | |
1/30/2023 | Moloney Securities Asset Management LLC | 7,432 | $257K | 0.1% | -9.8% | 0.000% | |
1/24/2023 | Saxon Interests Inc. | 28,454 | $996K | 0.6% | -6.0% | 0.000% | |
1/10/2023 | S.A. Mason LLC | 5,281 | $183K | 0.1% | +97.3% | 0.000% | |
1/5/2023 | Future Financial Wealth Managment LLC | 33,557 | $1.16M | 1.3% | -1.5% | 0.000% | |
11/22/2022 | IHT Wealth Management LLC | 34,268 | $1.09M | 0.1% | +2.0% | 0.000% | |
11/15/2022 | Leelyn Smith LLC | 36,991 | $1.18M | 0.4% | -23.8% | 0.000% | |
11/9/2022 | Sanford Advisory Services LLC | 23,858 | $761K | 0.2% | -1.4% | 0.000% | |
11/9/2022 | DB Wealth Management Group LLC | 10,741 | $343K | 0.2% | +67.8% | 0.000% | |
11/8/2022 | Old North State Trust LLC | 1,875 | $60K | 0.1% | N/A | 0.000% | |
11/3/2022 | Patriot Investment Management Inc. | 18,502 | $590K | 0.1% | +4.0% | 0.000% | |
10/31/2022 | Moloney Securities Asset Management LLC | 8,239 | $263K | 0.1% | -6.1% | 0.000% | |
10/20/2022 | S.A. Mason LLC | 2,676 | $85K | 0.1% | -11.6% | 0.000% | |
10/19/2022 | Saxon Interests Inc. | 30,267 | $999K | 0.6% | N/A | 0.000% | |
10/19/2022 | Empirical Asset Management LLC | 20,531 | $655K | 0.7% | -18.5% | 0.000% | |
10/13/2022 | Future Financial Wealth Managment LLC | 34,076 | $1.16M | 1.3% | N/A | 0.000% | |
8/23/2022 | Summit Global Investments | 73,464 | $2.50M | 0.2% | -50.6% | 0.000% | |
8/23/2022 | Captrust Financial Advisors | 104,609 | $3.56M | 0.0% | +107.9% | 0.000% | |
8/9/2022 | Leelyn Smith LLC | 48,562 | $1.66M | 0.4% | -6.4% | 0.000% | |
7/28/2022 | Sanford Advisory Services LLC | 24,194 | $824K | 0.2% | -1.3% | 0.000% | |
7/26/2022 | Patriot Investment Management Inc. | 17,792 | $606K | 0.1% | +8.7% | 0.000% | |
7/18/2022 | Empirical Asset Management LLC | 25,182 | $858K | 0.9% | -20.0% | 0.000% | |
5/12/2022 | DB Wealth Management Group LLC | 6,401 | $238K | 0.1% | +13.9% | 0.000% | |
5/12/2022 | Integrated Wealth Concepts LLC | 35,004 | $1.30M | 0.0% | -7.4% | 0.000% | |
5/11/2022 | Leelyn Smith LLC | 51,872 | $1.93M | 0.5% | -1.7% | 0.000% | |
5/6/2022 | Empirical Asset Management LLC | 31,459 | $1.17M | 1.1% | +13.4% | 0.000% | |
5/2/2022 | Patriot Investment Management Inc. | 16,372 | $608K | 0.1% | +9.5% | 0.000% | |
4/29/2022 | CoreCap Advisors LLC | 8,301 | $309K | 0.0% | +16.5% | 0.000% | |
4/29/2022 | Summit Global Investments | 148,707 | $5.53M | 0.4% | +413.8% | 0.000% | |
4/25/2022 | Atlas Private Wealth Management | 34,391 | $1.28M | 0.7% | +2.0% | 0.000% | |
2/15/2022 | Certified Advisory Corp | 9,023 | $353K | 0.1% | +6.3% | 0.000% | |
2/14/2022 | Leelyn Smith LLC | 52,763 | $2.06M | 0.6% | -2.0% | 0.000% | |
2/14/2022 | IHT Wealth Management LLC | 33,413 | $1.31M | 0.1% | -17.4% | 0.000% | |
2/14/2022 | Summit Global Investments | 28,945 | $1.13M | 0.1% | -58.7% | 0.000% | |
2/10/2022 | Confluence Wealth Services Inc. | 2,299 | $89K | 0.0% | N/A | 0.000% | |
2/7/2022 | Atlas Private Wealth Management | 33,731 | $1.32M | 0.7% | +4.7% | 0.000% | |
2/7/2022 | WealthCare Investment Partners LLC | 10,036 | $392K | 0.4% | N/A | 0.000% | |
2/2/2022 | Princeton Global Asset Management LLC | 8,159 | $319K | 0.1% | -3.9% | 0.000% | |
2/1/2022 | Patriot Investment Management Inc. | 14,957 | $584K | 0.0% | +4.1% | 0.000% | |
1/28/2022 | Moloney Securities Asset Management LLC | 8,907 | $348K | 0.1% | -8.6% | 0.000% | |
1/27/2022 | Fifth Third Securities Inc. | 16,063 | $628K | 0.1% | N/A | 0.000% | |
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1/25/2022 | Mosaic Family Wealth LLC | 24,512 | $958K | 0.2% | +8.1% | 0.000% | |
1/25/2022 | Private Ocean LLC | 915 | $36K | 0.0% | -25.3% | 0.000% | |
1/18/2022 | Crescent Capital Consulting LLC | 50,048 | $1.96M | 0.3% | +261.1% | 0.000% | |
1/12/2022 | IFP Advisors Inc | 1,880 | $81K | 0.0% | -60.5% | 0.000% | |
11/16/2021 | Captrust Financial Advisors | 60,013 | $2.23M | 0.0% | -26.5% | 0.000% | |
11/16/2021 | Certified Advisory Corp | 8,487 | $315K | 0.1% | +17.5% | 0.000% | |
11/15/2021 | Flow Traders U.S. LLC | 68,534 | $2.54M | 0.1% | -6.6% | 0.000% | |
11/9/2021 | Private Ocean LLC | 1,225 | $45K | 0.0% | N/A | 0.000% | |
11/8/2021 | Summit Global Investments | 70,152 | $2.60M | 0.2% | N/A | 0.000% | |
11/4/2021 | Strategic Asset Management LLC | 900 | $34K | 0.0% | N/A | 0.000% | |