2/9/2024 | EverSource Wealth Advisors LLC | 109,777 | $3.83M | 0.4% | +10.4% | 1.240% | |
2/6/2024 | Bare Financial Services Inc | 232,123 | $8.10M | 16.3% | N/A | 2.623% | |
2/1/2024 | Vicus Capital | 26,711 | $0.93M | 0.1% | +1.1% | 0.302% | |
1/25/2024 | Strategic Blueprint LLC | 15,612 | $0.55M | 0.0% | -3.3% | 0.176% | |
1/17/2024 | Fiduciary Alliance LLC | 64,597 | $2.25M | 0.4% | +25.6% | 0.730% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 194,604 | $6.79M | 0.7% | -4.0% | 2.199% | |
|
11/16/2023 | Blueprint Investment Partners LLC | 16,320 | $0.51M | 0.2% | -29.6% | 0.184% | |
11/13/2023 | Frontier Asset Management LLC | 52,334 | $1.64M | 0.7% | -0.6% | 0.591% | |
11/4/2023 | EverSource Wealth Advisors LLC | 99,392 | $3.11M | 0.3% | +6.5% | 1.123% | |
11/2/2023 | Vantage Financial Partners LLC | 12,320 | $0.39M | 0.2% | +6.5% | 0.139% | |
10/23/2023 | Vicus Capital | 26,415 | $0.83M | 0.1% | +9.7% | 0.298% | |
10/18/2023 | Fiduciary Alliance LLC | 51,427 | $1.61M | 0.3% | +2.7% | 0.581% | |
10/18/2023 | Strategic Blueprint LLC | 16,145 | $0.51M | 0.0% | +9.4% | 0.182% | |
8/17/2023 | Vicus Capital | 24,072 | $0.79M | 0.1% | +24.5% | 0.272% | |
8/15/2023 | Blueprint Investment Partners LLC | 23,169 | $0.76M | 0.3% | +70.6% | 0.262% | |
8/15/2023 | Captrust Financial Advisors | 9,840 | $0.32M | 0.0% | +19.9% | 0.111% | |
8/10/2023 | Frontier Asset Management LLC | 52,661 | $1.73M | 0.8% | +4.9% | 0.595% | |
8/8/2023 | Vantage Financial Partners LLC | 11,570 | $0.38M | 0.1% | +11.5% | 0.131% | |
8/4/2023 | EverSource Wealth Advisors LLC | 93,291 | $3.07M | 0.3% | +52.3% | 1.025% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 201,716 | $6.63M | 0.8% | -40.9% | 2.217% | |
7/18/2023 | Fiduciary Alliance LLC | 50,058 | $1.65M | 0.4% | N/A | 0.550% | |
5/11/2023 | EverSource Wealth Advisors LLC | 61,258 | $1.93M | 0.2% | +14.1% | 0.673% | |
5/10/2023 | Frontier Asset Management LLC | 50,210 | $1.58M | 0.7% | +12.6% | 0.552% | |
5/8/2023 | Vantage Financial Partners LLC | 10,376 | $0.33M | 0.1% | +12.3% | 0.114% | |
5/5/2023 | Silver Oak Securities Incorporated | 16,353 | $0.51M | 0.1% | +87.9% | 0.171% | |
5/2/2023 | Vicus Capital | 19,331 | $0.61M | 0.1% | N/A | 0.202% | |
4/28/2023 | Strategic Blueprint LLC | 13,718 | $0.43M | 0.0% | +20.9% | 0.144% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 341,390 | $10.73M | 1.4% | +0.7% | 3.575% | |
2/15/2023 | Frontier Asset Management LLC | 44,574 | $1.34M | 0.6% | +10.0% | 0.467% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 51,927 | $1.56M | 0.1% | +3.4% | 0.544% | |
2/9/2023 | EverSource Wealth Advisors LLC | 53,687 | $1.61M | 0.2% | +1.4% | 0.562% | |
2/8/2023 | Vantage Financial Partners LLC | 9,242 | $0.28M | 0.2% | +4.4% | 0.097% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 339,044 | $10.15M | 1.5% | -2.8% | 3.550% | |
1/26/2023 | Winch Advisory Services LLC | 1,197 | $36K | 0.0% | N/A | 0.013% | |
11/16/2022 | Captrust Financial Advisors | 8,205 | $0.23M | 0.0% | +5.2% | 0.094% | |
11/9/2022 | Blueprint Investment Partners LLC | 4,612 | $0.13M | 0.0% | N/A | 0.053% | |
11/8/2022 | Strategic Blueprint LLC | 11,327 | $0.31M | 0.0% | -23.2% | 0.130% | |
11/7/2022 | EverSource Wealth Advisors LLC | 52,931 | $1.47M | 0.3% | -0.9% | 0.608% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 348,636 | $9.67M | 1.6% | +6.3% | 4.007% | |
10/27/2022 | Absolute Capital Management LLC | 4,461 | $0.12M | 0.2% | N/A | 0.051% | |
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10/20/2022 | Silver Oak Securities Incorporated | 8,651 | $0.24M | 0.1% | +10.6% | 0.100% | |
10/18/2022 | LifeGuide Financial Advisors LLC | 9,041 | $0.25M | 0.2% | +4.8% | 0.106% | |
10/14/2022 | Well Done LLC | 17,719 | $0.49M | 0.1% | -19.2% | 0.208% | |
8/23/2022 | Captrust Financial Advisors | 7,800 | $0.23M | 0.0% | +11.4% | 0.087% | |
8/16/2022 | Captrust Financial Advisors | 7,800 | $0.23M | 0.0% | +11.4% | 0.087% | |
8/13/2022 | Frontier Asset Management LLC | 55,739 | $1.62M | 1.4% | -27.9% | 0.623% | |
8/12/2022 | Strategic Blueprint LLC | 14,749 | $0.43M | 0.1% | +13.1% | 0.165% | |
8/1/2022 | EverSource Wealth Advisors LLC | 53,388 | $1.56M | 0.4% | +7.0% | 0.600% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 327,944 | $9.55M | 1.6% | +6.9% | 3.685% | |
7/19/2022 | Harvest Investment Services LLC | 15,293 | $0.45M | 0.3% | +2.3% | 0.173% | |
7/19/2022 | GPS Wealth Strategies Group LLC | 2,762 | $80K | 0.0% | +15.7% | 0.031% | |
7/18/2022 | Well Done LLC | 21,929 | $0.64M | 0.1% | +13.2% | 0.248% | |
7/12/2022 | LifeGuide Financial Advisors LLC | 8,628 | $0.25M | 0.2% | +33.1% | 0.099% | |
5/25/2022 | EverSource Wealth Advisors LLC | 49,890 | $1.80M | 0.5% | +174.3% | 0.564% | |
5/16/2022 | Frontier Asset Management LLC | 77,337 | $2.79M | 2.0% | +6.5% | 0.874% | |
5/11/2022 | JPMorgan Chase & Co. | 2,304 | $83K | 0.0% | N/A | 0.026% | |
5/3/2022 | Harvest Investment Services LLC | 14,946 | $0.54M | 0.3% | +8.0% | 0.168% | |
4/29/2022 | LifeGuide Financial Advisors LLC | 6,480 | $0.23M | 0.2% | N/A | 0.073% | |
4/20/2022 | Well Done LLC | 19,364 | $0.70M | 0.1% | +16.2% | 0.220% | |
4/15/2022 | Wealthcare Advisory Partners LLC | 48,928 | $1.77M | 0.1% | +36.0% | 0.556% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 306,822 | $11.07M | 1.7% | +12.8% | 3.487% | |
2/9/2022 | Sowell Financial Services LLC | 15,809 | $0.62M | 0.0% | +2.1% | 0.180% | |
2/2/2022 | Sigma Planning Corp | 33,008 | $1.30M | 0.0% | +17.9% | 0.384% | |
1/31/2022 | Harvest Investment Services LLC | 13,838 | $0.55M | 0.2% | +21.2% | 0.162% | |
1/28/2022 | McDonald Partners LLC | 4,609 | $0.18M | 0.2% | N/A | 0.054% | |
1/26/2022 | Creative Financial Designs Inc. ADV | 272,114 | $10.72M | 1.6% | +25.6% | 3.183% | |
1/21/2022 | Well Done LLC | 16,662 | $0.66M | 0.1% | +3.6% | 0.195% | |
11/4/2021 | Sowell Financial Services LLC | 15,479 | $0.66M | 0.0% | N/A | 0.238% | |
11/1/2021 | Well Done LLC | 16,080 | $0.68M | 0.2% | +6.4% | 0.247% | |
10/29/2021 | Harvest Investment Services LLC | 11,422 | $0.49M | 0.2% | +37.5% | 0.176% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 216,586 | $9.20M | 1.5% | +3.1% | 3.465% | |
8/16/2021 | Wealthcare Advisory Partners LLC | 8,133 | $0.35M | 0.0% | +8.7% | 0.136% | |
8/13/2021 | Sigma Planning Corp | 27,878 | $1.19M | 0.0% | +16.2% | 0.465% | |
8/12/2021 | Strategic Blueprint LLC | 12,631 | $0.54M | 0.1% | -37.5% | 0.211% | |
7/31/2021 | AlphaStar Capital Management LLC | 33,496 | $1.43M | 0.2% | +37.6% | 0.563% | |
7/31/2021 | Creative Financial Designs Inc. ADV | 210,019 | $8.96M | 1.6% | -20.5% | 3.530% | |
7/31/2021 | Well Done LLC | 15,106 | $0.65M | 0.1% | +10.7% | 0.254% | |
5/10/2021 | Strategic Blueprint LLC | 20,220 | $0.79M | 0.2% | +4.6% | 0.361% | |
5/6/2021 | Sigma Planning Corp | 23,986 | $0.94M | 0.0% | +5.7% | 0.428% | |
5/6/2021 | Harvest Investment Services LLC | 9,157 | $0.36M | 0.2% | -12.3% | 0.164% | |
5/3/2021 | AlphaStar Capital Management LLC | 24,344 | $0.95M | 0.1% | +12.3% | 0.435% | |
4/30/2021 | Wealthcare Advisory Partners LLC | 7,483 | $0.29M | 0.0% | N/A | 0.134% | |
4/29/2021 | Well Done LLC | 13,649 | $0.53M | 0.1% | +40.4% | 0.244% | |
4/19/2021 | Creative Financial Designs Inc. ADV | 264,113 | $10.31M | 2.0% | +7.4% | 4.891% | |
2/2/2021 | Well Done LLC | 9,720 | $0.36M | 0.1% | +3.7% | 0.218% | |
2/1/2021 | Harvest Investment Services LLC | 10,446 | $0.38M | 0.2% | -3.3% | 0.235% | |
1/26/2021 | Strategic Blueprint LLC | 19,330 | $0.71M | 0.2% | -29.1% | 0.434% | |
1/8/2021 | Creative Financial Designs Inc. ADV | 245,924 | $9M | 1.9% | +38.2% | 5.589% | |
10/29/2020 | Harvest Investment Services LLC | 10,807 | $0.36M | 0.2% | -26.2% | 0.264% | |
10/28/2020 | AlphaStar Capital Management LLC | 21,772 | $0.75M | 0.1% | -15.6% | 0.531% | |
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10/27/2020 | Strategic Blueprint LLC | 27,273 | $0.91M | 0.3% | -41.5% | 0.690% | |
10/19/2020 | Well Done LLC | 9,370 | $0.31M | 0.1% | -31.4% | 0.243% | |
10/6/2020 | Creative Financial Designs Inc. ADV | 177,924 | $5.92M | 1.5% | +16.7% | 4.875% | |
7/23/2020 | Creative Financial Designs Inc. ADV | 152,497 | $4.64M | 1.4% | +34.4% | 4.621% | |
7/20/2020 | Strategic Blueprint LLC | 46,632 | $1.42M | 0.5% | +58.1% | 1.413% | |
7/20/2020 | Well Done LLC | 13,660 | $0.42M | 0.1% | -3.2% | 0.414% | |
4/22/2020 | Creative Financial Designs Inc. ADV | 113,427 | $2.82M | 1.5% | -49.4% | 3.719% | |
4/20/2020 | Strategic Blueprint LLC | 29,497 | $0.73M | 0.4% | +111.1% | 1.000% | |
4/16/2020 | Well Done LLC | 14,109 | $0.35M | 0.1% | +32.2% | 0.513% | |