8/15/2025 | Captrust Financial Advisors | 27,120 | $922K | 0.0% | -5.3% | 0.161% | |
8/15/2025 | Ameriprise Financial Inc. | 196,302 | $6.67M | 0.0% | -2.3% | 1.164% | |
8/12/2025 | JPMorgan Chase & Co. | 13,990 | $475K | 0.0% | -8.2% | 0.083% | |
8/6/2025 | Nvwm LLC | 17,245 | $586K | 0.1% | -70.7% | 0.097% | |
8/6/2025 | First Horizon Advisors Inc. | 8,688 | $295K | 0.0% | -27.5% | 0.049% | |
8/1/2025 | Bessemer Group Inc. | 870 | $30K | 0.0% | -87.2% | 0.005% | |
7/29/2025 | Lyell Wealth Management LP | 6,350 | $216K | 0.0% | N/A | 0.036% | |
7/25/2025 | Heartland Bank & Trust Co | 202,834 | $6.89M | 3.2% | -0.5% | 1.143% | |
7/24/2025 | Acima Private Wealth LLC | 163,502 | $5.56M | 1.9% | -1.1% | 0.921% | |
7/17/2025 | Janney Montgomery Scott LLC | 24,602 | $836K | 0.0% | -16.4% | 0.139% | |
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7/9/2025 | Bruce G. Allen Investments LLC | 97,508 | $3.31M | 2.5% | -3.3% | 0.549% | |
5/14/2025 | SVB Wealth LLC | 3,290 | $116K | 0.0% | N/A | 0.020% | |
5/14/2025 | Flow Traders U.S. LLC | 15,062 | $532K | 0.0% | +98.5% | 0.089% | |
5/9/2025 | Acima Private Wealth LLC | 165,327 | $5.84M | 2.1% | -9.0% | 0.980% | |
5/7/2025 | Nvwm LLC | 58,787 | $2.08M | 0.6% | +9.7% | 0.348% | |
5/6/2025 | AllSquare Wealth Management LLC | 34,088 | $1.20M | 0.7% | -9.8% | 0.202% | |
4/28/2025 | First Horizon Advisors Inc. | 11,978 | $423K | 0.0% | -2.9% | 0.071% | |
4/22/2025 | Heartland Bank & Trust Co | 203,935 | $7.20M | 3.7% | -15.0% | 1.209% | |
4/17/2025 | Janney Montgomery Scott LLC | 29,434 | $1.04M | 0.0% | -4.8% | 0.173% | |
4/14/2025 | Bruce G. Allen Investments LLC | 100,795 | $3.56M | 2.8% | -1.4% | 0.592% | |
2/17/2025 | Ameriprise Financial Inc. | 193,619 | $6.21M | 0.0% | +0.6% | 0.833% | |
2/12/2025 | JPMorgan Chase & Co. | 21,252 | $682K | 0.0% | -54.8% | 0.091% | |
2/11/2025 | AllSquare Wealth Management LLC | 37,811 | $1.21M | 0.7% | -3.0% | 0.163% | |
2/5/2025 | Acima Private Wealth LLC | 181,593 | $5.83M | 2.0% | -9.9% | 0.781% | |
1/22/2025 | Heartland Bank & Trust Co | 239,917 | $7.70M | 4.2% | -43.6% | 1.032% | |
1/17/2025 | Janney Montgomery Scott LLC | 30,917 | $992K | 0.0% | +2.8% | 0.133% | |
1/10/2025 | Bruce G. Allen Investments LLC | 102,218 | $3.28M | 2.7% | +1.7% | 0.440% | |
12/26/2024 | JPMorgan Chase & Co. | 46,990 | $1.52M | 0.0% | -17.0% | 0.202% | |
11/14/2024 | Captrust Financial Advisors | 28,800 | $929K | 0.0% | -64.4% | 0.124% | |
11/8/2024 | First Horizon Advisors Inc. | 12,363 | $399K | 0.0% | +11.8% | 0.053% | |
10/29/2024 | Nvwm LLC | 53,500 | $1.73M | 0.4% | -46.5% | 0.230% | |
10/29/2024 | Janney Montgomery Scott LLC | 30,076 | $970K | 0.0% | -1.1% | 0.129% | |
10/22/2024 | Heartland Bank & Trust Co | 425,152 | $13.71M | 7.4% | -0.9% | 1.829% | |
10/9/2024 | Bruce G. Allen Investments LLC | 100,558 | $3.24M | 2.5% | +25.6% | 0.433% | |
8/21/2024 | Heartland Bank & Trust Co | 428,973 | $13.75M | 7.8% | -1.9% | 1.846% | |
7/31/2024 | Acima Private Wealth LLC | 192,907 | $6.19M | 2.3% | +0.6% | 0.830% | |
7/20/2024 | First Horizon Advisors Inc. | 11,062 | $355K | 0.0% | -3.1% | 0.048% | |
7/12/2024 | Bruce G. Allen Investments LLC | 80,092 | $2.57M | 2.2% | +2.2% | 0.345% | |
5/17/2024 | Heartland Bank & Trust Co | 437,379 | $13.60M | 7.9% | +7.2% | 1.882% | |
5/7/2024 | Nvwm LLC | 100,525 | $3.13M | 0.9% | +38.1% | 0.433% | |
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5/1/2024 | Janney Montgomery Scott LLC | 30,574 | $951K | 0.0% | -6.2% | 0.132% | |
4/10/2024 | Bank of New Hampshire | 2,900 | $90K | 0.0% | -38.3% | 0.012% | |
4/10/2024 | Bruce G. Allen Investments LLC | 78,390 | $2.44M | 2.0% | +5.4% | 0.337% | |
2/29/2024 | Acima Private Wealth LLC | 183,232 | $5.57M | 2.2% | +1.7% | 0.788% | |
2/12/2024 | Parallel Advisors LLC | 3,202 | $97K | 0.0% | -29.6% | 0.014% | |
2/8/2024 | Nvwm LLC | 72,779 | $2.21M | 0.7% | -15.0% | 0.313% | |
2/2/2024 | Bank of New Hampshire | 4,700 | $143K | 0.0% | -25.6% | 0.020% | |
1/23/2024 | Heartland Bank & Trust Co | 408,080 | $12.40M | 8.5% | +141.5% | 1.756% | |
1/11/2024 | Bruce G. Allen Investments LLC | 74,392 | $2.26M | 2.1% | N/A | 0.320% | |
11/8/2023 | Janney Montgomery Scott LLC | 32,562 | $1.05M | 0.0% | -5.6% | 0.140% | |
10/30/2023 | Nvwm LLC | 85,601 | $2.75M | 0.9% | +175.3% | 0.368% | |
10/12/2023 | Heartland Bank & Trust Co | 169,010 | $5.43M | 4.3% | +8.9% | 0.727% | |
8/9/2023 | Flow Traders U.S. LLC | 29,613 | $905K | 0.0% | -24.9% | 0.127% | |
8/8/2023 | Nvwm LLC | 31,089 | $950K | 0.3% | -45.0% | 0.134% | |
8/4/2023 | Parallel Advisors LLC | 4,147 | $127K | 0.0% | -9.0% | 0.018% | |
8/3/2023 | Bank of New York Mellon Corp | 395,903 | $12.10M | 0.0% | -2.5% | 1.704% | |
7/26/2023 | Janney Montgomery Scott LLC | 34,502 | $1.06M | 0.0% | -6.0% | 0.148% | |
7/19/2023 | Heartland Bank & Trust Co | 155,176 | $4.74M | 3.7% | -21.5% | 0.668% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 7,000 | $221K | 0.2% | N/A | 0.030% | |
5/11/2023 | Nvwm LLC | 56,507 | $1.79M | 0.6% | -43.1% | 0.243% | |
5/9/2023 | Bank of New York Mellon Corp | 406,022 | $12.83M | 0.0% | +3.6% | 1.747% | |
5/9/2023 | US Bancorp DE | 17,212 | $544K | 0.0% | -14.2% | 0.074% | |
5/2/2023 | AllSquare Wealth Management LLC | 39,825 | $1.26M | 0.8% | +4.9% | 0.171% | |
4/28/2023 | Janney Capital Management LLC | 10,895 | $344K | 0.0% | -10.2% | 0.047% | |
4/28/2023 | Janney Montgomery Scott LLC | 36,690 | $1.16M | 0.0% | +10.1% | 0.158% | |
4/26/2023 | Legend Financial Advisors Inc. | 146,969 | $4.64M | 3.9% | +5.1% | 0.632% | |
4/25/2023 | Parallel Advisors LLC | 4,559 | $144K | 0.0% | -41.5% | 0.020% | |
4/17/2023 | Heartland Bank & Trust Co | 197,772 | $6.25M | 4.7% | +8.7% | 0.851% | |
3/6/2023 | OLD Mission Capital LLC | 1,819 | $61K | 0.0% | -97.5% | 0.008% | |
2/10/2023 | CoreCap Advisors LLC | 107,322 | $3.62M | 0.3% | +5.2% | 0.462% | |
2/9/2023 | Heartland Bank & Trust Co | 181,973 | $6.13M | 4.5% | N/A | 0.783% | |
2/8/2023 | InterOcean Capital Group LLC | 81,297 | $2.74M | 0.1% | N/A | 0.350% | |
2/6/2023 | Parallel Advisors LLC | 7,791 | $263K | 0.0% | -25.9% | 0.034% | |
2/2/2023 | Congress Wealth Management LLC DE | 677,847 | $22.85M | 0.6% | +105.7% | 2.917% | |
2/1/2023 | Janney Capital Management LLC | 12,136 | $409K | 0.0% | -4.8% | 0.052% | |
2/1/2023 | Janney Montgomery Scott LLC | 33,325 | $1.12M | 0.0% | -12.7% | 0.143% | |
1/17/2023 | FSC Wealth Advisors LLC | 6,037 | $204K | 0.3% | N/A | 0.026% | |
12/8/2022 | Bank of New York Mellon Corp | 371,653 | $12.23M | 0.0% | +8.8% | 1.599% | |
11/18/2022 | Legend Financial Advisors Inc. | 140,100 | $4.61M | 4.3% | -0.6% | 0.603% | |
11/15/2022 | Nvwm LLC | 96,988 | $3.19M | 1.3% | +2.7% | 0.445% | |
11/15/2022 | Flow Traders U.S. LLC | 69,461 | $2.29M | 0.1% | +31.9% | 0.299% | |
11/14/2022 | OLD Mission Capital LLC | 73,109 | $2.41M | 0.1% | -62.7% | 0.315% | |
11/9/2022 | SVB Wealth LLC | 6,687 | $220K | 0.0% | -24.1% | 0.029% | |
11/9/2022 | Congress Wealth Management LLC DE | 329,489 | $10.84M | 0.3% | -10.2% | 1.418% | |
11/1/2022 | AllSquare Wealth Management LLC | 38,157 | $1.26M | 0.9% | +30.2% | 0.164% | |
10/27/2022 | US Bancorp DE | 22,058 | $726K | 0.0% | -83.4% | 0.095% | |
10/25/2022 | Janney Capital Management LLC | 12,752 | $420K | 0.0% | -98.0% | 0.055% | |
10/25/2022 | Janney Montgomery Scott LLC | 38,166 | $1.26M | 0.0% | -11.3% | 0.164% | |
8/16/2022 | AllSquare Wealth Management LLC | 29,305 | $1.02M | 0.7% | -2.4% | 0.126% | |
8/13/2022 | Flow Traders U.S. LLC | 52,674 | $1.83M | 0.1% | +46.4% | 0.227% | |
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8/12/2022 | Congress Wealth Management LLC DE | 366,719 | $12.76M | 0.3% | +13.1% | 1.578% | |
8/11/2022 | CoreCap Advisors LLC | 97,605 | $3.40M | 0.3% | +41.6% | 0.420% | |
8/5/2022 | Fieldpoint Private Securities LLC | 15,410 | $536K | 0.2% | -3.7% | 0.066% | |
8/5/2022 | OLD Mission Capital LLC | 195,798 | $6.81M | 0.2% | +3.6% | 0.843% | |
8/4/2022 | Nvwm LLC | 94,406 | $3.29M | 1.3% | +1.1% | 0.406% | |
8/3/2022 | Baker Avenue Asset Management LP | 23,628 | $822K | 0.1% | -10.2% | 0.102% | |
8/3/2022 | Janney Capital Management LLC | 632,234 | $22.00M | 1.8% | -1.3% | 2.720% | |
8/3/2022 | Janney Montgomery Scott LLC | 43,050 | $1.53M | 0.0% | -18.3% | 0.185% | |
8/1/2022 | Parallel Advisors LLC | 12,246 | $426K | 0.0% | N/A | 0.053% | |
8/1/2022 | US Bancorp DE | 133,164 | $4.63M | 0.0% | -8.0% | 0.573% | |