8/1/2025 | Envestnet Asset Management Inc. | 4,477 | $321K | 0.0% | -4.4% | 0.169% | |
7/29/2025 | Chicago Partners Investment Group LLC | 190,698 | $13.98M | 0.4% | -0.2% | 7.183% | |
7/29/2025 | Smithbridge Asset Management Inc. DE | 2,866 | $205K | 0.0% | -86.3% | 0.108% | |
7/25/2025 | Almanack Investment Partners LLC. | 4,110 | $294K | 0.0% | N/A | 0.155% | |
7/25/2025 | Apollon Wealth Management LLC | 9,706 | $695K | 0.0% | -6.6% | 0.366% | |
7/22/2025 | Gemmer Asset Management LLC | 4,502 | $323K | 0.0% | -4.0% | 0.170% | |
7/22/2025 | Noble Family Wealth LLC | 15,361 | $1.10M | 0.3% | -4.1% | 0.579% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,410 | $2.68M | 0.1% | +26.0% | 1.409% | |
7/17/2025 | Fifth Third Securities Inc. | 8,686 | $622K | 0.0% | +24.6% | 0.327% | |
7/17/2025 | Camelot Portfolios LLC | 18,104 | $1.30M | 0.8% | -9.9% | 0.682% | |
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7/17/2025 | Wagner Wealth Management LLC | 5,735 | $411K | 0.1% | -9.0% | 0.216% | |
7/16/2025 | Kendall Capital Management | 22,209 | $1.59M | 0.4% | +0.9% | 0.836% | |
7/16/2025 | Arkansas Financial Group Inc. | 174,678 | $12.77M | 2.0% | +6.8% | 6.579% | |
7/10/2025 | Envision Financial LLC | 14,313 | $1.03M | 0.7% | -10.4% | 0.539% | |
5/19/2025 | Jane Street Group LLC | 10,685 | $664K | 0.0% | N/A | 0.402% | |
5/16/2025 | Jones Financial Companies Lllp | 713 | $44K | 0.0% | -89.1% | 0.027% | |
5/15/2025 | Royal Bank of Canada | 5,683 | $353K | 0.0% | -38.2% | 0.214% | |
5/15/2025 | Baird Financial Group Inc. | 143,172 | $8.90M | 0.0% | +7.1% | 5.382% | |
5/13/2025 | WESCAP Management Group Inc. | 22,574 | $1.40M | 0.3% | -2.2% | 0.849% | |
5/12/2025 | Virtu Financial LLC | 14,579 | $907K | 0.0% | -60.9% | 0.548% | |
5/9/2025 | Chicago Partners Investment Group LLC | 191,012 | $11.85M | 0.4% | +1.8% | 7.181% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,457 | $1.21M | 0.0% | +6.7% | 0.731% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 29,692 | $1.85M | 0.0% | -6.2% | 1.116% | |
5/7/2025 | LPL Financial LLC | 140,613 | $8.74M | 0.0% | -15.9% | 5.286% | |
5/7/2025 | Texas Yale Capital Corp. | 10,000 | $622K | 0.0% | N/A | 0.376% | |
5/2/2025 | Apollon Wealth Management LLC | 10,387 | $646K | 0.0% | N/A | 0.390% | |
5/1/2025 | Horizon Advisory Services Inc. | 3,588 | $223K | 0.1% | -13.1% | 0.135% | |
4/28/2025 | Strategic Financial Concepts LLC | 6,188 | $385K | 0.1% | +15.3% | 0.233% | |
4/22/2025 | Envision Financial LLC | 15,980 | $994K | 0.7% | -6.5% | 0.624% | |
4/17/2025 | Arkansas Financial Group Inc. | 163,504 | $9.40M | 1.6% | +8.6% | 6.387% | |
4/16/2025 | Noble Family Wealth LLC | 16,021 | $996K | 0.3% | -17.4% | 0.626% | |
4/16/2025 | Smithbridge Asset Management Inc. DE | 20,885 | $1.30M | 0.2% | N/A | 0.816% | |
4/14/2025 | Gemmer Asset Management LLC | 4,692 | $292K | 0.0% | N/A | 0.183% | |
2/28/2025 | Park Square Financial Group LLC | 562 | $38K | 0.0% | N/A | 0.020% | |
2/17/2025 | Two Sigma Investments LP | 14,500 | $988K | 0.0% | +314.3% | 0.507% | |
2/17/2025 | Citadel Advisors LLC | 41,024 | $2.80M | 0.0% | N/A | 1.434% | |
2/17/2025 | Baird Financial Group Inc. | 133,671 | $9.11M | 0.0% | -22.6% | 4.674% | |
2/17/2025 | Bank of America Corp DE | 24,544 | $1.67M | 0.0% | -1.0% | 0.858% | |
2/14/2025 | Susquehanna International Group LLP | 35,952 | $2.45M | 0.0% | +28.1% | 1.257% | |
2/14/2025 | Stifel Financial Corp | 20,184 | $1.38M | 0.0% | +100.9% | 0.706% | |
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2/13/2025 | Raymond James Financial Inc. | 38,621 | $2.63M | 0.0% | N/A | 1.350% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,518 | $376K | 0.0% | +6.1% | 0.193% | |
2/13/2025 | Wells Fargo & Company MN | 70,139 | $4.78M | 0.0% | -37.3% | 2.452% | |
2/12/2025 | WESCAP Management Group Inc. | 23,085 | $1.57M | 0.4% | +11.7% | 0.807% | |
2/12/2025 | Ausdal Financial Partners Inc. | 8,091 | $551K | 0.0% | -14.2% | 0.283% | |
2/11/2025 | LPL Financial LLC | 167,123 | $11.39M | 0.0% | +35.4% | 5.843% | |
2/11/2025 | Virtu Financial LLC | 37,318 | $2.54M | 0.1% | N/A | 1.305% | |
2/7/2025 | HighTower Advisors LLC | 5,948 | $405K | 0.0% | -4.9% | 0.208% | |
2/7/2025 | Johnson Investment Counsel Inc. | 851 | $58K | 0.0% | N/A | 0.030% | |
2/7/2025 | Kendall Capital Management | 22,167 | $1.51M | 0.4% | +1.2% | 0.775% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,737 | $596K | 0.1% | -12.9% | 0.305% | |
2/6/2025 | Raymond James Financial Inc. | 38,621 | $2.63M | 0.0% | N/A | 1.350% | |
2/6/2025 | Jones Financial Companies Lllp | 6,518 | $444K | 0.0% | +21.9% | 0.228% | |
2/4/2025 | Horizon Advisory Services Inc. | 4,127 | $281K | 0.2% | -98.7% | 0.144% | |
2/4/2025 | Allodium Investment Consultants LLC | 3,403 | $232K | 0.2% | N/A | 0.119% | |
2/3/2025 | Camelot Portfolios LLC | 16,681 | $1.14M | 1.2% | -4.9% | 0.583% | |
1/31/2025 | Atria Wealth Solutions Inc. | 18,233 | $1.24M | 0.0% | +7.7% | 0.638% | |
1/30/2025 | Strategic Financial Concepts LLC | 5,367 | $366K | 0.0% | -7.1% | 0.188% | |
1/30/2025 | Allworth Financial LP | 14,502 | $1.02M | 0.0% | -6.0% | 0.507% | |
1/28/2025 | Strategic Financial Concepts LLC | 365,804 | $24.93M | 0.0% | +6,229.9% | 12.790% | |
1/24/2025 | Chicago Partners Investment Group LLC | 187,715 | $12.59M | 0.4% | +1.1% | 6.563% | |
1/23/2025 | Fifth Third Securities Inc. | 7,009 | $478K | 0.0% | +25.8% | 0.245% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,638 | $2.16M | 0.1% | -1.3% | 1.106% | |
1/17/2025 | Arkansas Financial Group Inc. | 150,610 | $10.27M | 1.7% | +2.6% | 5.266% | |
1/13/2025 | Noble Family Wealth LLC | 19,405 | $1.32M | 0.4% | -2.9% | 0.678% | |
1/13/2025 | Envision Financial LLC | 17,091 | $1.17M | 0.9% | N/A | 0.598% | |
11/15/2024 | WESCAP Management Group Inc. | 20,671 | $1.33M | 0.3% | -4.2% | 0.723% | |
11/15/2024 | Stifel Financial Corp | 10,047 | $644K | 0.0% | +8.2% | 0.351% | |
11/13/2024 | FMR LLC | 465 | $30K | 0.0% | +225.2% | 0.016% | |
11/13/2024 | Brown Brothers Harriman & Co. | 4,700 | $301K | 0.0% | N/A | 0.164% | |
11/12/2024 | Larson Financial Group LLC | 954 | $61K | 0.0% | -30.8% | 0.033% | |
11/4/2024 | Noble Family Wealth LLC | 19,986 | $1.28M | 0.3% | -9.5% | 0.699% | |
10/29/2024 | Chicago Partners Investment Group LLC | 185,700 | $11.93M | 0.4% | +2.2% | 6.493% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 48,552 | $3.11M | 0.5% | -3.2% | 1.698% | |
10/24/2024 | Gemmer Asset Management LLC | 4,689 | $301K | 0.0% | -10.5% | 0.164% | |
10/23/2024 | Allworth Financial LP | 15,432 | $989K | 0.0% | -7.6% | 0.540% | |
10/22/2024 | International Assets Investment Management LLC | 92,374 | $59.21M | 0.0% | +6,310.4% | 3.230% | |
10/9/2024 | Pacific Sun Financial Corp | 8,205 | $526K | 0.3% | -4.1% | 0.287% | |
10/8/2024 | Marquette Asset Management LLC | 108,200 | $6.94M | 1.1% | +0.4% | 3.783% | |
10/5/2024 | Arkansas Financial Group Inc. | 146,768 | $9.41M | 1.4% | +16.4% | 5.132% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 9,277 | $556K | 0.0% | +178.6% | 0.324% | |
8/8/2024 | WESCAP Management Group Inc. | 21,582 | $1.29M | 0.4% | -4.1% | 0.755% | |
8/6/2024 | Strategic Financial Concepts LLC | 387,521 | $232K | 0.0% | +7,220.0% | 13.550% | |
7/31/2024 | Commonwealth Equity Services LLC | 15,968 | $957K | 0.0% | -9.2% | 0.558% | |
7/31/2024 | Rothschild Investment LLC | 550 | $33K | 0.0% | N/A | 0.019% | |
7/30/2024 | International Assets Investment Management LLC | 1,441 | $86K | 0.0% | N/A | 0.050% | |
7/27/2024 | HB Wealth Management LLC | 45,000 | $2.70M | 0.0% | +28.6% | 1.573% | |
7/22/2024 | Atria Wealth Solutions Inc. | 16,783 | $1.01M | 0.0% | +2.3% | 0.587% | |
7/19/2024 | Smithbridge Asset Management Inc. DE | 50,142 | $3.01M | 0.6% | -3.3% | 1.753% | |
7/16/2024 | Gemmer Asset Management LLC | 5,242 | $314K | 0.0% | N/A | 0.183% | |
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7/16/2024 | Noble Family Wealth LLC | 22,088 | $1.32M | 0.4% | -8.0% | 0.772% | |
7/15/2024 | Fifth Third Securities Inc. | 5,570 | $334K | 0.0% | N/A | 0.195% | |
5/17/2024 | Comerica Bank | 579 | $36K | 0.0% | -34.7% | 0.020% | |
5/9/2024 | Camelot Portfolios LLC | 19,133 | $1.20M | 1.2% | -22.0% | 0.669% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,613 | $2.36M | 0.1% | -14.0% | 1.315% | |
5/7/2024 | Marquette Asset Management LLC | 103,807 | $6.52M | 1.1% | +1.6% | 3.630% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 51,838 | $3.25M | 0.7% | +195.5% | 1.813% | |
4/30/2024 | Hartline Investment Corp | 10,050 | $631K | 0.1% | N/A | 0.351% | |
4/30/2024 | Commonwealth Equity Services LLC | 17,595 | $1.10M | 0.0% | +4.6% | 0.615% | |
4/29/2024 | Horizon Advisory Services Inc. | 315,015 | $19.77M | 9.2% | N/A | 11.015% | |