4/15/2024 | Security National Bank | 4,906 | $128K | 0.0% | +40.1% | 0.019% | |
2/15/2024 | OLD Mission Capital LLC | 542,872 | $14.38M | 0.3% | N/A | 2.137% | |
2/12/2024 | Parallel Advisors LLC | 5,000 | $132K | 0.0% | +150.0% | 0.020% | |
2/8/2024 | Janney Montgomery Scott LLC | 66,854 | $1.77M | 0.0% | +0.8% | 0.263% | |
2/5/2024 | Vantage Financial Partners LLC | 20,722 | $549K | 0.2% | +5.9% | 0.082% | |
1/30/2024 | Crescent Grove Advisors LLC | 93,503 | $2.48M | 0.3% | -19.6% | 0.368% | |
|
1/12/2024 | Fortitude Family Office LLC | 5,456 | $145K | 0.1% | N/A | 0.021% | |
1/5/2024 | Lowe Wealth Advisors LLC | 10,165 | $269K | 0.1% | +8.8% | 0.040% | |
11/13/2023 | Asset Dedication LLC | 22,889 | $537K | 0.0% | -5.5% | 0.090% | |
11/9/2023 | Argent Advisors Inc. | 206,047 | $4.91M | 2.2% | +15.4% | 0.811% | |
11/8/2023 | Janney Montgomery Scott LLC | 66,292 | $1.58M | 0.0% | +18.9% | 0.261% | |
10/25/2023 | Crescent Grove Advisors LLC | 116,343 | $2.87M | 0.4% | +4.2% | 0.458% | |
10/23/2023 | Lowe Wealth Advisors LLC | 9,340 | $222K | 0.1% | -9.7% | 0.037% | |
8/22/2023 | Asset Dedication LLC | 24,221 | $584K | 0.0% | +2.8% | 0.095% | |
8/14/2023 | United Capital Financial Advisers LLC | 510,247 | $12.50M | 0.1% | -0.1% | 2.009% | |
8/9/2023 | Flow Traders U.S. LLC | 61,947 | $1.52M | 0.1% | +141.5% | 0.244% | |
8/8/2023 | Vantage Financial Partners LLC | 19,574 | $480K | 0.2% | +3.5% | 0.077% | |
8/4/2023 | Parallel Advisors LLC | 2,519 | $62K | 0.0% | +130.0% | 0.010% | |
8/4/2023 | Argent Advisors Inc. | 178,513 | $4.37M | 2.0% | +0.8% | 0.696% | |
7/26/2023 | Janney Montgomery Scott LLC | 55,768 | $1.37M | 0.0% | +1.6% | 0.217% | |
7/13/2023 | Crescent Grove Advisors LLC | 111,698 | $2.74M | 0.3% | +59.0% | 0.435% | |
7/7/2023 | Lowe Wealth Advisors LLC | 10,340 | $253K | 0.1% | +220.6% | 0.040% | |
5/12/2023 | OLD Mission Capital LLC | 388,547 | $9.54M | 0.2% | +1,686.4% | 1.512% | |
5/5/2023 | Assetmark Inc. | 309,270 | $7.59M | 0.0% | -0.7% | 1.203% | |
5/3/2023 | Crescent Grove Advisors LLC | 70,256 | $1.72M | 0.2% | +98.3% | 0.273% | |
4/28/2023 | Janney Montgomery Scott LLC | 54,894 | $1.35M | 0.0% | -37.1% | 0.214% | |
4/24/2023 | Argent Advisors Inc. | 177,037 | $4.34M | 2.1% | +22.9% | 0.689% | |
4/24/2023 | Asset Dedication LLC | 23,571 | $568K | 0.1% | -7.1% | 0.092% | |
4/5/2023 | Lowe Wealth Advisors LLC | 3,225 | $79K | 0.0% | N/A | 0.013% | |
3/6/2023 | OLD Mission Capital LLC | 21,750 | $525K | 0.0% | -85.2% | 0.085% | |
2/9/2023 | Sowell Financial Services LLC | 18,484 | $446K | 0.0% | -15.5% | 0.073% | |
2/8/2023 | Vantage Financial Partners LLC | 18,834 | $454K | 0.3% | N/A | 0.075% | |
2/3/2023 | CX Institutional | 245,482 | $5.92M | 0.4% | N/A | 0.976% | |
2/2/2023 | Argent Advisors Inc. | 144,096 | $3.48M | 1.8% | -4.7% | 0.573% | |
2/1/2023 | Endurance Wealth Management Inc. | 7,681 | $185K | 0.0% | +23.8% | 0.031% | |
2/1/2023 | Janney Montgomery Scott LLC | 87,241 | $2.10M | 0.0% | +7.3% | 0.347% | |
1/25/2023 | Whittier Trust Co. | 3,979 | $96K | 0.0% | -46.9% | 0.016% | |
1/12/2023 | Crescent Grove Advisors LLC | 35,431 | $855K | 0.1% | +138.5% | 0.144% | |
11/15/2022 | Sowell Financial Services LLC | 21,870 | $496K | 0.1% | N/A | 0.092% | |
11/15/2022 | Benchmark Investment Advisors LLC | 17,872 | $405K | 0.4% | N/A | 0.077% | |
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11/14/2022 | United Capital Financial Advisers LLC | 525,457 | $11.92M | 0.1% | +5.6% | 2.260% | |
11/14/2022 | OLD Mission Capital LLC | 147,057 | $3.34M | 0.1% | -26.6% | 0.633% | |
11/8/2022 | Crescent Grove Advisors LLC | 14,856 | $337K | 0.0% | N/A | 0.064% | |
11/8/2022 | Argent Advisors Inc. | 151,153 | $3.43M | 2.0% | +80.5% | 0.650% | |
10/27/2022 | Asset Dedication LLC | 25,693 | $578K | 0.1% | N/A | 0.113% | |
10/25/2022 | Janney Montgomery Scott LLC | 81,279 | $1.84M | 0.0% | +6.3% | 0.356% | |
10/25/2022 | Heartwood Wealth Advisors LLC | 134,781 | $3.06M | 0.5% | +19.0% | 0.591% | |
10/21/2022 | Endurance Wealth Management Inc. | 6,206 | $141K | 0.0% | -48.9% | 0.028% | |
8/13/2022 | Flow Traders U.S. LLC | 293,780 | $7.82M | 0.4% | +399.1% | 1.370% | |
8/12/2022 | United Capital Financial Advisers LLC | 497,731 | $13.24M | 0.1% | +4.2% | 2.320% | |
8/8/2022 | Argent Advisors Inc. | 83,722 | $2.23M | 1.3% | +15.4% | 0.390% | |
8/8/2022 | Baird Financial Group Inc. | 33,188 | $883K | 0.0% | +29.9% | 0.155% | |
8/5/2022 | OLD Mission Capital LLC | 200,434 | $5.33M | 0.1% | -12.8% | 0.934% | |
8/3/2022 | OmniStar Financial Group Inc. | 14,941 | $397K | 0.4% | -3.2% | 0.070% | |
8/3/2022 | Janney Montgomery Scott LLC | 76,473 | $2.04M | 0.0% | +14.1% | 0.357% | |
8/3/2022 | Assetmark Inc. | 278,033 | $7.40M | 0.0% | +5.7% | 1.296% | |
7/25/2022 | Heartwood Wealth Advisors LLC | 113,276 | $3.01M | 0.5% | +31.6% | 0.533% | |
7/22/2022 | Brandywine Oak Private Wealth LLC | 18,398 | $489K | 0.1% | -8.3% | 0.087% | |
7/13/2022 | Rockland Trust Co. | 8,435 | $224K | 0.0% | -45.4% | 0.040% | |
5/18/2022 | Cowa LLC | 10,655 | $348K | 0.2% | N/A | 0.048% | |
5/16/2022 | United Capital Financial Advisers LLC | 477,883 | $15.63M | 0.1% | +2.3% | 2.153% | |
5/6/2022 | Princeton Global Asset Management LLC | 820 | $27K | 0.0% | -98.0% | 0.004% | |
5/5/2022 | OmniStar Financial Group Inc. | 15,430 | $504K | 0.5% | +10.7% | 0.070% | |
5/4/2022 | Janney Montgomery Scott LLC | 67,014 | $2.19M | 0.0% | +13.8% | 0.302% | |
5/3/2022 | Oak Family Advisors LLC | 18,815 | $615K | 0.2% | -7.2% | 0.085% | |
5/2/2022 | Brandywine Oak Private Wealth LLC | 20,065 | $656K | 0.1% | -11.3% | 0.090% | |
4/29/2022 | Whittier Trust Co. | 7,499 | $245K | 0.0% | -27.1% | 0.034% | |
4/26/2022 | Argent Advisors Inc. | 72,531 | $2.37M | 1.3% | +23.6% | 0.327% | |
4/26/2022 | Heartwood Wealth Advisors LLC | 86,063 | $2.81M | 0.4% | +19.9% | 0.388% | |
4/21/2022 | Asset Dedication LLC | 26,452 | $862K | 0.1% | -3.9% | 0.119% | |
4/20/2022 | Endurance Wealth Management Inc. | 12,287 | $402K | 0.1% | -87.5% | 0.055% | |
4/14/2022 | Arlington Partners LLC | 1,164 | $38K | 0.0% | -99.5% | 0.005% | |
2/10/2022 | OLD Mission Capital LLC | 17,748 | $683K | 0.0% | -94.6% | 0.083% | |
2/9/2022 | Sowell Financial Services LLC | 18,608 | $718K | 0.0% | +55.1% | 0.087% | |
2/9/2022 | Baird Financial Group Inc. | 22,005 | $847K | 0.0% | +8.9% | 0.103% | |
2/7/2022 | Brandywine Oak Private Wealth LLC | 22,629 | $871K | 0.1% | -9.6% | 0.105% | |
2/2/2022 | Princeton Global Asset Management LLC | 40,894 | $1.57M | 0.4% | -2.2% | 0.191% | |
2/2/2022 | Oak Family Advisors LLC | 20,265 | $780K | 0.3% | -33.7% | 0.094% | |
2/2/2022 | Argent Advisors Inc. | 58,696 | $2.26M | 1.2% | +3.5% | 0.274% | |
1/27/2022 | Janney Montgomery Scott LLC | 58,888 | $2.27M | 0.0% | +8.9% | 0.275% | |
1/21/2022 | Asset Dedication LLC | 27,538 | $1.06M | 0.1% | -2.6% | 0.128% | |
1/19/2022 | Whittier Trust Co. | 10,284 | $396K | 0.0% | -19.7% | 0.048% | |
1/19/2022 | Endurance Wealth Management Inc. | 98,042 | $3.78M | 0.4% | -17.3% | 0.457% | |
1/18/2022 | Crescent Capital Consulting LLC | 125,094 | $4.82M | 0.8% | +26.0% | 0.583% | |
1/18/2022 | Arlington Partners LLC | 230,920 | $8.89M | 2.4% | +13.9% | 1.077% | |
1/12/2022 | Heartwood Wealth Advisors LLC | 71,781 | $2.76M | 0.4% | +10.1% | 0.335% | |
1/6/2022 | Carroll Financial Associates Inc. | 3,649 | $141K | 0.0% | +6,084.7% | 0.017% | |
11/16/2021 | Captrust Financial Advisors | 6,192 | $241K | 0.0% | N/A | 0.030% | |
11/16/2021 | United Capital Financial Advisers LLC | 449,170 | $17.47M | 0.1% | +4.2% | 2.159% | |
11/12/2021 | OLD Mission Capital LLC | 329,640 | $12.82M | 0.5% | +177.0% | 1.585% | |
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11/12/2021 | OmniStar Financial Group Inc. | 13,688 | $532K | 0.6% | -3.5% | 0.066% | |
11/12/2021 | Assetmark Inc. | 205,672 | $8.00M | 0.0% | -1.5% | 0.989% | |
11/10/2021 | Robertson Stephens Wealth Management LLC | 30,062 | $1.17M | 0.1% | -20.1% | 0.145% | |
11/5/2021 | Argent Advisors Inc. | 56,698 | $2.21M | 1.3% | +10.1% | 0.273% | |
11/3/2021 | Princeton Global Asset Management LLC | 1,626 | $163K | 0.5% | -96.1% | 0.008% | |
11/1/2021 | Whittier Trust Co. | 12,800 | $498K | 0.0% | -41.2% | 0.062% | |
10/29/2021 | Janney Montgomery Scott LLC | 54,068 | $2.10M | 0.0% | +2.7% | 0.260% | |
10/28/2021 | Endurance Wealth Management Inc. | 118,492 | $4.61M | 0.5% | -1.1% | 0.570% | |
10/18/2021 | Asset Dedication LLC | 28,264 | $1.10M | 0.1% | -2.2% | 0.136% | |
10/15/2021 | AdvisorNet Financial Inc | 1,100 | $43K | 0.0% | N/A | 0.005% | |