9/7/2023 | Sterling Financial Group Inc. | 12,812 | $0.25M | 0.2% | N/A | 0.038% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 186,958 | $3.69M | 0.4% | +16.5% | 0.559% | |
8/22/2023 | Asset Dedication LLC | 360,645 | $7.13M | 0.6% | +2.0% | 1.078% | |
8/21/2023 | Osaic Holdings Inc. | 400,690 | $7.91M | 0.0% | +282.8% | 1.198% | |
8/16/2023 | Goepper Burkhardt LLC | 110,900 | $2.19M | 1.3% | +19.5% | 0.332% | |
8/15/2023 | Equitable Holdings Inc. | 14,347 | $0.28M | 0.0% | N/A | 0.043% | |
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8/15/2023 | Wells Fargo & Company MN | 1,360,368 | $26.86M | 0.0% | +19.0% | 4.067% | |
8/15/2023 | Integrated Wealth Concepts LLC | 167,410 | $3.31M | 0.1% | N/A | 0.500% | |
8/15/2023 | Colony Group LLC | 293,047 | $5.79M | 0.1% | -13.9% | 0.876% | |
8/15/2023 | First Capital Advisors Group LLC. | 4,388 | $87K | 0.0% | N/A | 0.013% | |
8/15/2023 | Captrust Financial Advisors | 18,734 | $0.37M | 0.0% | N/A | 0.056% | |
8/15/2023 | Vista Investment Management | 295,362 | $5.83M | 3.0% | +1,185.3% | 0.883% | |
8/15/2023 | Royal Bank of Canada | 238,334 | $4.71M | 0.0% | +14.8% | 0.713% | |
8/14/2023 | Stephens Inc. AR | 19,918 | $0.39M | 0.0% | N/A | 0.060% | |
8/14/2023 | Redwood Financial Network Corp | 43,289 | $0.86M | 0.8% | +4.0% | 0.129% | |
8/14/2023 | IFP Advisors Inc | 50,526 | $1M | 0.0% | +6.4% | 0.151% | |
8/14/2023 | MML Investors Services LLC | 27,485 | $0.54M | 0.0% | N/A | 0.082% | |
8/14/2023 | Snowden Capital Advisors LLC | 21,861 | $0.43M | 0.0% | +18.2% | 0.065% | |
8/11/2023 | Baird Financial Group Inc. | 28,056 | $0.55M | 0.0% | N/A | 0.084% | |
8/10/2023 | Osaic Holdings Inc. | 400,690 | $7.91M | 0.0% | +282.8% | 1.198% | |
8/10/2023 | Davis R M Inc. | 64,405 | $1.27M | 0.0% | +5.1% | 0.193% | |
8/10/2023 | Commonwealth Equity Services LLC | 37,534 | $0.74M | 0.0% | +12.6% | 0.112% | |
8/10/2023 | Private Advisor Group LLC | 14,567 | $0.29M | 0.0% | N/A | 0.044% | |
8/9/2023 | Souders Financial Advisors | 105,648 | $2.09M | 0.4% | +4.1% | 0.316% | |
8/9/2023 | Lido Advisors LLC | 73,501 | $1.45M | 0.0% | +16.1% | 0.220% | |
8/9/2023 | Rovin Capital UT ADV | 153,273 | $3.03M | 1.4% | -14.4% | 0.458% | |
8/8/2023 | Geneos Wealth Management Inc. | 3,178 | $63K | 0.0% | +25.2% | 0.010% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 1,646,115 | $32.50M | 1.1% | +8.1% | 4.921% | |
8/8/2023 | Nottingham Advisors Inc. | 84,543 | $1.67M | 0.2% | +111.9% | 0.253% | |
8/4/2023 | Envestnet Asset Management Inc. | 75,726 | $1.50M | 0.0% | +6.4% | 0.226% | |
8/4/2023 | Carnegie Capital Asset Management LLC | 171,244 | $3.38M | 0.1% | +1.3% | 0.512% | |
8/4/2023 | TruWealth Advisors LLC | 1,337,250 | $26.40M | 2.3% | +62.8% | 3.998% | |
8/4/2023 | IFP Advisors Inc | 50,526 | $1.01M | 0.0% | +6.4% | 0.151% | |
8/3/2023 | Atria Wealth Solutions Inc. | 16,050 | $0.32M | 0.0% | +19.6% | 0.048% | |
8/3/2023 | Addison Advisors LLC | 90,336 | $1.78M | 0.9% | +37.2% | 0.270% | |
8/3/2023 | Altus Wealth Group LLC | 172,080 | $3.40M | 2.1% | +3.0% | 0.514% | |
8/3/2023 | MONECO Advisors LLC | 30,042 | $0.59M | 0.2% | N/A | 0.090% | |
8/2/2023 | Oliver Luxxe Assets LLC | 100,057 | $1.98M | 0.5% | -1.4% | 0.299% | |
8/1/2023 | Truist Financial Corp | 36,401 | $0.72M | 0.0% | -25.2% | 0.109% | |
8/1/2023 | Cookson Peirce & Co. Inc. | 447,135 | $8.83M | 0.5% | +1.8% | 1.337% | |
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7/31/2023 | LPL Financial LLC | 530,672 | $10.48M | 0.0% | +68.1% | 1.608% | |
7/31/2023 | G2 Capital Management LLC OH | 72,079 | $1.42M | 0.6% | +1.3% | 0.218% | |
7/31/2023 | Koss Olinger Consulting LLC | 19,961 | $0.39M | 0.0% | N/A | 0.060% | |
7/28/2023 | Novare Capital Management LLC | 131,253 | $2.59M | 0.3% | -6.8% | 0.398% | |
7/27/2023 | Leisure Capital Management | 38,087 | $0.75M | 0.4% | +19.0% | 0.115% | |
7/27/2023 | Carmel Capital Partners LLC | 87,795 | $1.73M | 0.9% | +90.4% | 0.266% | |
7/27/2023 | Western Financial Corp CA | 49,846 | $0.98M | 0.7% | +2.0% | 0.151% | |
7/26/2023 | Straight Path Wealth Management | 53,312 | $1.05M | 0.7% | +13.8% | 0.162% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 3,182 | $63K | 0.0% | N/A | 0.010% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 551,825 | $10.90M | 0.0% | +2.9% | 1.672% | |
7/25/2023 | Raymond James & Associates | 171,405 | $3.38M | 0.0% | +31.3% | 0.519% | |
7/25/2023 | Camelot Portfolios LLC | 140,508 | $2.77M | 1.7% | +1.5% | 0.426% | |
7/24/2023 | SFE Investment Counsel | 83,199 | $1.64M | 0.5% | +119.9% | 0.252% | |
7/24/2023 | Country Club Bank GFN | 195,531 | $3.85M | 0.3% | +58.3% | 0.593% | |
7/24/2023 | Newport Capital Group LLC | 10,654 | $0.21M | 0.1% | N/A | 0.032% | |
7/24/2023 | Exchange Capital Management Inc. | 81,190 | $1.60M | 0.3% | -2.3% | 0.246% | |
7/20/2023 | Timber Creek Capital Management LLC | 36,411 | $0.72M | 0.2% | -2.5% | 0.110% | |
7/20/2023 | Kirr Marbach & Co. LLC IN | 39,266 | $0.78M | 0.2% | -1.6% | 0.119% | |
7/20/2023 | Ironwood Wealth Management LLC. | 178,253 | $3.52M | 1.3% | +114.3% | 0.533% | |
7/19/2023 | Gill Capital Partners LLC | 16,284 | $0.32M | 0.1% | N/A | 0.049% | |
7/19/2023 | Eastern Bank | 1,413,867 | $27.92M | 1.3% | +1.2% | 4.284% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 21,977 | $0.43M | 0.0% | +129.1% | 0.067% | |
7/18/2023 | Marietta Wealth Management LLC | 270,448 | $5.34M | 1.0% | +4.3% | 0.820% | |
7/14/2023 | 4Thought Financial Group Inc. | 36,522 | $0.72M | 0.6% | -11.0% | 0.111% | |
7/13/2023 | Secure Asset Management LLC | 107,877 | $2.13M | 0.6% | -15.6% | 0.327% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 36,327 | $0.72M | 0.0% | +72.7% | 0.110% | |
7/13/2023 | SJS Investment Consulting Inc. | 3,190 | $63K | 0.0% | +113.1% | 0.010% | |
7/12/2023 | Matthew Goff Investment Advisor LLC | 90,813 | $1.79M | 0.4% | -0.8% | 0.279% | |
7/12/2023 | Tlwm | 950,696 | $18.77M | 5.4% | +4.1% | 2.921% | |
7/11/2023 | Capital Investment Advisors LLC | 36,031 | $0.71M | 0.0% | +3.1% | 0.111% | |
7/7/2023 | Legacy Private Trust Co. | 434,320 | $8.58M | 0.7% | +3.2% | 1.493% | |
7/7/2023 | Independence Bank of Kentucky | 14,647 | $0.29M | 0.1% | +4.1% | 0.050% | |
7/6/2023 | Apella Capital LLC | 32,863 | $0.65M | 0.0% | N/A | 0.113% | |
7/5/2023 | Red Spruce Capital LLC | 71,507 | $1.41M | 0.8% | +343.5% | 0.246% | |
7/3/2023 | Horizons Wealth Management | 159,305 | $3.14M | 2.2% | +3.0% | 0.547% | |
6/14/2023 | Atria Wealth Solutions Inc. | 13,419 | $0.27M | 0.0% | N/A | 0.046% | |
5/22/2023 | Ameriprise Financial Inc. | 203,214 | $4.07M | 0.0% | +85.9% | 0.698% | |
5/18/2023 | JPMorgan Chase & Co. | 1,371 | $28K | 0.0% | N/A | 0.005% | |
5/16/2023 | Ancora Advisors LLC | 13,892 | $0.28M | 0.0% | +4.0% | 0.048% | |
5/16/2023 | Susquehanna International Group LLP | 77,846 | $1.56M | 0.0% | N/A | 0.268% | |
5/16/2023 | Colony Group LLC | 340,327 | $6.83M | 0.1% | +141.7% | 1.170% | |
5/16/2023 | Jane Street Group LLC | 1,502,239 | $30.15M | 0.0% | +2,145.1% | 5.162% | |
5/16/2023 | Snowden Capital Advisors LLC | 18,500 | $0.37M | 0.0% | N/A | 0.064% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 12,253 | $0.25M | 0.0% | +10.6% | 0.042% | |
5/15/2023 | Lido Advisors LLC | 63,296 | $1.27M | 0.0% | N/A | 0.218% | |
5/12/2023 | Stifel Financial Corp | 95,209 | $1.91M | 0.0% | +4.4% | 0.327% | |
5/12/2023 | Bank of America Corp DE | 699,626 | $14.04M | 0.0% | +47.2% | 2.404% | |
5/12/2023 | Stonebridge Capital Advisors LLC | 160,463 | $3.22M | 0.4% | +10.4% | 0.551% | |
5/12/2023 | Goepper Burkhardt LLC | 92,800 | $1.86M | 1.2% | +72.2% | 0.319% | |
5/12/2023 | UBS Group AG | 102,724 | $2.06M | 0.0% | +81.9% | 0.353% | |
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5/12/2023 | NewEdge Advisors LLC | 2,799 | $56K | 0.0% | -51.5% | 0.010% | |
5/12/2023 | Tlwm | 913,275 | $18.33M | 5.8% | +22.9% | 3.138% | |
5/12/2023 | HighTower Advisors LLC | 809,596 | $16.25M | 0.0% | +13.6% | 2.782% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 21,037 | $0.42M | 0.0% | +46.4% | 0.072% | |
5/11/2023 | Envestnet Asset Management Inc. | 71,146 | $1.43M | 0.0% | +34.2% | 0.244% | |
5/11/2023 | Commonwealth Equity Services LLC | 33,330 | $0.67M | 0.0% | +30.9% | 0.115% | |
5/10/2023 | Redwood Financial Network Corp | 41,624 | $0.84M | 0.8% | +5.1% | 0.143% | |
5/10/2023 | Ameritas Investment Partners Inc. | 8,195 | $0.16M | 0.0% | -10.7% | 0.034% | |
5/10/2023 | LPL Financial LLC | 315,597 | $6.33M | 0.0% | +17.2% | 1.291% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,592 | $0.19M | 0.0% | N/A | 0.039% | |