3/22/2024 | PNC Financial Services Group Inc. | 800 | $73K | 0.0% | N/A | 0.016% | |
2/7/2024 | Principal Securities Inc. | 3,490 | $317K | 0.0% | N/A | 0.068% | |
1/31/2024 | Zhang Financial LLC | 13,076 | $1.19M | 0.1% | -9.3% | 0.256% | |
1/26/2024 | Geneos Wealth Management Inc. | 23,529 | $2.13M | 0.1% | +7.3% | 0.460% | |
1/26/2024 | Keener Financial Planning LLC | 636 | $58K | 0.0% | N/A | 0.012% | |
1/18/2024 | Blue Trust Inc. | 1,904 | $173K | 0.0% | N/A | 0.037% | |
|
1/10/2024 | Dfpg Investments LLC | 144,577 | $12.74M | 1.0% | +7.4% | 2.829% | |
10/24/2023 | Bank of New York Mellon Corp | 385,059 | $30.93M | 0.0% | -6.7% | 7.535% | |
10/11/2023 | Zhang Financial LLC | 14,411 | $1.16M | 0.1% | -2.7% | 0.282% | |
10/11/2023 | Geneos Wealth Management Inc. | 21,923 | $1.76M | 0.1% | +3.9% | 0.429% | |
8/14/2023 | Fort Point Capital Partners LLC | 2,375 | $201K | 0.0% | N/A | 0.046% | |
8/9/2023 | Flow Traders U.S. LLC | 13,191 | $1.12M | 0.0% | -76.3% | 0.258% | |
8/8/2023 | Geneos Wealth Management Inc. | 21,110 | $1.79M | 0.1% | +1.1% | 0.413% | |
8/3/2023 | Bank of New York Mellon Corp | 412,615 | $34.93M | 0.0% | +9.9% | 7.712% | |
7/18/2023 | Zhang Financial LLC | 14,809 | $1.25M | 0.1% | -8.9% | 0.277% | |
5/15/2023 | Flow Traders U.S. LLC | 55,596 | $4.51M | 0.2% | +98.7% | 1.039% | |
5/9/2023 | Bank of New York Mellon Corp | 375,418 | $30.48M | 0.0% | -0.3% | 7.017% | |
5/3/2023 | Integrated Wealth Concepts LLC | 7,977 | $648K | 0.0% | -5.9% | 0.694% | |
4/25/2023 | Geneos Wealth Management Inc. | 20,876 | $1.70M | 0.1% | +2.3% | 1.815% | |
2/13/2023 | Integrated Wealth Concepts LLC | 8,478 | $664K | 0.0% | -6.4% | 0.737% | |
2/7/2023 | LPL Financial LLC | 6,217 | $487K | 0.0% | -38.1% | 0.541% | |
2/7/2023 | IFP Advisors Inc | 635 | $35K | 0.0% | +3,868.8% | 0.055% | |
2/7/2023 | Envestnet Asset Management Inc. | 3,925 | $308K | 0.0% | +6.6% | 0.341% | |
1/31/2023 | Geneos Wealth Management Inc. | 20,403 | $1.60M | 0.1% | +29.1% | 1.774% | |
1/17/2023 | Zhang Financial LLC | 16,250 | $1.27M | 0.2% | -12.9% | 1.413% | |
12/8/2022 | Bank of New York Mellon Corp | 359,147 | $25.92M | 0.0% | +4.2% | 32.356% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 4,552 | $329K | 0.0% | +6.6% | 0.410% | |
10/18/2022 | Zhang Financial LLC | 18,667 | $1.35M | 0.2% | +20.0% | 1.682% | |
8/16/2022 | Creative Planning | 158,850 | $11.95M | 0.0% | N/A | 13.349% | |
8/13/2022 | Flow Traders U.S. LLC | 46,938 | $3.53M | 0.2% | -6.0% | 3.944% | |
8/8/2022 | Integrated Wealth Concepts LLC | 9,512 | $716K | 0.0% | -31.0% | 0.799% | |
7/22/2022 | Geneos Wealth Management Inc. | 10,298 | $784K | 0.0% | +166.5% | 0.798% | |
7/14/2022 | Zhang Financial LLC | 15,561 | $1.17M | 0.2% | +29.9% | 1.206% | |
5/12/2022 | Integrated Wealth Concepts LLC | 13,792 | $1.24M | 0.0% | +16.9% | 1.179% | |
4/21/2022 | Zhang Financial LLC | 11,976 | $1.08M | 0.2% | +187.4% | 0.958% | |
4/21/2022 | First Heartland Consultants Inc. | 2,298 | $207K | 0.0% | -96.0% | 0.184% | |
2/14/2022 | Fort Point Capital Partners LLC | 2,310 | $219K | 0.0% | N/A | 0.185% | |
2/10/2022 | Zhang Financial LLC | 4,167 | $395K | 0.1% | N/A | 0.333% | |
2/9/2022 | Geneos Wealth Management Inc. | 2,236 | $212K | 0.0% | +347.2% | 0.179% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 3,228 | $306K | 0.0% | N/A | 0.258% | |
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2/3/2022 | Advisor Group Holdings Inc. | 1,320 | $125K | 0.0% | +157.8% | 0.106% | |
1/24/2022 | Virtue Capital Management LLC | 3,456 | $328K | 0.0% | +10.7% | 0.276% | |
11/18/2021 | Bank of New York Mellon Corp | 473,110 | $42.07M | 0.0% | +3.9% | 37.849% | |
11/15/2021 | Flow Traders U.S. LLC | 17,334 | $1.54M | 0.1% | -37.9% | 1.445% | |
11/5/2021 | Advisor Group Holdings Inc. | 512 | $46K | 0.0% | +44.2% | 0.043% | |
8/24/2021 | Flow Traders U.S. LLC | 27,905 | $2.50M | 0.1% | N/A | 2.325% | |
8/16/2021 | First Heartland Consultants Inc. | 84,409 | $7.56M | 1.1% | +0.7% | 7.034% | |
8/11/2021 | Bank of New York Mellon Corp | 455,205 | $40.77M | 0.0% | -6.4% | 37.934% | |
8/2/2021 | Advisor Group Holdings Inc. | 355 | $32K | 0.0% | +102.9% | 0.030% | |
8/2/2021 | San Francisco Sentry Investment Group CA | 600 | $54K | 0.0% | N/A | 0.050% | |
5/18/2021 | First Heartland Consultants Inc. | 83,823 | $7.04M | 1.1% | N/A | 6.985% | |
5/17/2021 | HRT Financial LP | 6,356 | $533K | 0.0% | N/A | 0.530% | |
5/13/2021 | Bank of New York Mellon Corp | 486,210 | $40.81M | 0.0% | +74.1% | 40.518% | |
2/9/2021 | Bank of New York Mellon Corp | 279,213 | $21.65M | 0.0% | +1,444.1% | 46.536% | |
8/14/2020 | Flow Traders U.S. LLC | 38,859 | $2.38M | 0.2% | N/A | 7.065% | |