3/4/2024 | Richardson Financial Services Inc. | 11,139 | $1.04M | 0.9% | N/A | 0.091% | |
2/15/2024 | Main Management LLC | 316 | $29K | 0.0% | N/A | 0.003% | |
2/15/2024 | OLD Mission Capital LLC | 32,427 | $3.02M | 0.1% | +150.9% | 0.265% | |
2/15/2024 | Comerica Bank | 2,930 | $0.27M | 0.0% | -5.1% | 0.024% | |
2/9/2024 | MainStreet Investment Advisors LLC | 28,019 | $2.61M | 0.3% | +142.4% | 0.229% | |
2/7/2024 | Strategic Advocates LLC | 7,029 | $0.65M | 0.3% | +26.3% | 0.057% | |
|
2/7/2024 | Cary Street Partners Investment Advisory LLC | 2,626 | $0.26M | 0.0% | +5.6% | 0.021% | |
2/6/2024 | Rollins Financial | 5,816 | $0.54M | 0.1% | +45.7% | 0.047% | |
2/6/2024 | Mechanics Financial Corp | 27,612 | $2.57M | 1.4% | +0.6% | 0.225% | |
2/6/2024 | Rogco LP | 37,389 | $3.48M | 1.5% | -19.8% | 0.305% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 2,626 | $0.26M | 0.1% | +5.6% | 0.021% | |
2/2/2024 | JMG Financial Group Ltd. | 14,450 | $1.35M | 0.1% | -19.4% | 0.118% | |
2/1/2024 | NewSquare Capital LLC | 14,646 | $1.36M | 0.1% | +1.1% | 0.120% | |
1/25/2024 | SOL Capital Management CO | 8,768 | $0.82M | 0.1% | +3.2% | 0.072% | |
1/18/2024 | Burns J W & Co. Inc. NY | 6,876 | $0.64M | 0.1% | -14.5% | 0.056% | |
1/12/2024 | Financial Management Professionals Inc. | 173,089 | $16.11M | 2.6% | +1.6% | 1.413% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 24,740 | $2.30M | 0.1% | +214.6% | 0.202% | |
11/15/2023 | Ameriprise Financial Inc. | 125,813 | $11.36M | 0.0% | +1,795.3% | 1.027% | |
11/13/2023 | Graves Light Lenhart Wealth Inc. | 84,234 | $7.53M | 1.0% | +8.5% | 0.688% | |
11/9/2023 | Rollins Financial | 3,993 | $0.36M | 0.1% | +18.7% | 0.033% | |
11/4/2023 | NBC Securities Inc. | 649 | $58K | 0.0% | N/A | 0.005% | |
11/4/2023 | Compass Financial Group Inc. | 28,101 | $2.54M | 1.5% | +1.2% | 0.229% | |
11/3/2023 | NewSquare Capital LLC | 14,491 | $1.31M | 0.1% | +3.1% | 0.118% | |
10/31/2023 | MainStreet Investment Advisors LLC | 11,559 | $1.04M | 0.1% | +53.6% | 0.094% | |
10/31/2023 | JMG Financial Group Ltd. | 17,926 | $1.62M | 0.1% | -8.0% | 0.146% | |
10/27/2023 | First Horizon Advisors Inc. | 436 | $39K | 0.0% | +112.7% | 0.004% | |
10/24/2023 | Bank of New York Mellon Corp | 28,537 | $2.58M | 0.0% | N/A | 0.233% | |
10/24/2023 | Union Savings Bank | 475 | $43K | 0.0% | N/A | 0.004% | |
10/19/2023 | CKW Financial Group | 19,058 | $1.72M | 0.3% | +104.5% | 0.156% | |
10/19/2023 | SOL Capital Management CO | 8,493 | $0.77M | 0.1% | +282.9% | 0.069% | |
10/18/2023 | Pinnacle Bancorp Inc. | 9,642 | $0.87M | 0.3% | -6.8% | 0.079% | |
10/13/2023 | Financial Management Professionals Inc. | 170,337 | $15.38M | 2.7% | +16.8% | 1.391% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 7,863 | $0.71M | 0.0% | +99.2% | 0.064% | |
9/12/2023 | Farther Finance Advisors LLC | 1,366 | $0.13M | 0.0% | -7.9% | 0.011% | |
8/17/2023 | Coppell Advisory Solutions LLC | 3,173 | $0.29M | 0.1% | -8.7% | 0.026% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 77,624 | $7.08M | 1.0% | +10.1% | 0.634% | |
8/9/2023 | Flow Traders U.S. LLC | 87,960 | $8.02M | 0.3% | -19.0% | 0.727% | |
8/8/2023 | Rollins Financial | 3,364 | $0.31M | 0.1% | +45.6% | 0.028% | |
8/3/2023 | NewSquare Capital LLC | 14,056 | $1.28M | 0.1% | +8.5% | 0.116% | |
7/26/2023 | JMG Financial Group Ltd. | 19,479 | $1.78M | 0.1% | -10.2% | 0.161% | |
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7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 905 | $82K | 0.0% | -66.5% | 0.007% | |
7/18/2023 | CKW Financial Group | 9,321 | $0.85M | 0.1% | +5.3% | 0.077% | |
7/13/2023 | Tilia Fiduciary Partners Inc. | 783 | $71K | 0.1% | -50.7% | 0.006% | |
7/10/2023 | Financial Management Professionals Inc. | 145,877 | $13.30M | 2.2% | +14.2% | 1.206% | |
5/31/2023 | Coastline Trust Co | 30,815 | $2.81M | 0.4% | +183.4% | 0.210% | |
5/22/2023 | Ameriprise Financial Inc. | 6,618 | $0.60M | 0.0% | -16.7% | 0.045% | |
5/18/2023 | JPMorgan Chase & Co. | 1,541,585 | $140.76M | 0.0% | -2.2% | 10.523% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 70,483 | $6.44M | 1.0% | +50.1% | 0.481% | |
5/15/2023 | CKW Financial Group | 8,853 | $0.81M | 0.1% | -48.6% | 0.060% | |
5/15/2023 | Flow Traders U.S. LLC | 108,574 | $9.91M | 0.4% | +1.7% | 0.741% | |
5/12/2023 | OLD Mission Capital LLC | 5,703 | $0.52M | 0.0% | +279.4% | 0.039% | |
5/12/2023 | CIBC Private Wealth Group LLC | 15,358 | $2.05M | 0.0% | +8.2% | 0.105% | |
5/10/2023 | Tilia Fiduciary Partners Inc. | 1,588 | $0.15M | 0.1% | -7.6% | 0.011% | |
5/10/2023 | Coppell Advisory Solutions LLC | 3,475 | $0.32M | 0.1% | -13.5% | 0.024% | |
5/5/2023 | Mechanics Financial Corp | 27,474 | $2.51M | 1.5% | +1.2% | 0.188% | |
5/3/2023 | Advisors Preferred LLC | 25,580 | $2.32M | 0.8% | N/A | 0.175% | |
5/3/2023 | Rollins Financial | 2,310 | $0.21M | 0.1% | N/A | 0.016% | |
5/3/2023 | Compass Financial Group Inc. | 27,658 | $2.53M | 1.6% | +0.4% | 0.189% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,700 | $0.24M | 0.0% | +100.0% | 0.018% | |
4/28/2023 | MainStreet Investment Advisors LLC | 7,487 | $0.68M | 0.1% | -58.6% | 0.051% | |
4/19/2023 | SOL Capital Management CO | 2,218 | $0.20M | 0.0% | N/A | 0.015% | |
4/14/2023 | Pinnacle Bancorp Inc. | 10,334 | $0.94M | 0.3% | +12.3% | 0.071% | |
4/13/2023 | Financial Management Professionals Inc. | 127,701 | $11.66M | 2.2% | +15.2% | 0.872% | |
4/12/2023 | JMG Financial Group Ltd. | 21,698 | $1.98M | 0.1% | -17.5% | 0.148% | |
4/11/2023 | Massmutual Trust Co. FSB ADV | 3,910 | $0.36M | 0.0% | -55.5% | 0.027% | |
3/6/2023 | OLD Mission Capital LLC | 1,503 | $0.13M | 0.0% | -96.4% | 0.010% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 4,017 | $0.36M | 0.1% | N/A | 0.027% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 275 | $25K | 0.0% | -33.7% | 0.002% | |
2/15/2023 | Flow Traders U.S. LLC | 106,797 | $9.53M | 0.5% | +0.4% | 0.712% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 12,476 | $1.11M | 0.1% | N/A | 0.083% | |
2/13/2023 | Credit Suisse AG | 330 | $29K | 0.0% | -93.9% | 0.002% | |
2/13/2023 | JPMorgan Chase & Co. | 1,576,011 | $140.68M | 0.0% | +53.8% | 10.507% | |
2/9/2023 | Coastline Trust Co | 10,873 | $0.97M | 0.1% | -70.7% | 0.072% | |
2/7/2023 | NewSquare Capital LLC | 12,994 | $1.16M | 0.1% | -23.1% | 0.087% | |
2/2/2023 | MainStreet Investment Advisors LLC | 18,066 | $1.61M | 0.2% | +69.3% | 0.120% | |
2/2/2023 | Congress Wealth Management LLC DE | 7,580 | $0.68M | 0.0% | -1.9% | 0.051% | |
2/2/2023 | Silver Oak Securities Incorporated | 3,046 | $0.27M | 0.1% | N/A | 0.020% | |
1/31/2023 | WFA of San Diego LLC | 1,415 | $0.13M | 0.1% | N/A | 0.009% | |
1/31/2023 | Wedbush Securities Inc. | 2,837 | $0.25M | 0.0% | -6.7% | 0.019% | |
1/27/2023 | JMG Financial Group Ltd. | 26,304 | $2.35M | 0.1% | -1.1% | 0.175% | |
1/26/2023 | Boenning & Scattergood Inc. | 3,375 | $0.33M | 0.1% | -3.2% | 0.023% | |
1/23/2023 | Migdal Insurance & Financial Holdings Ltd. | 1,350 | $0.12M | 0.0% | +66.7% | 0.009% | |
1/20/2023 | Mechanics Financial Corp | 27,146 | $2.42M | 1.4% | +1.1% | 0.181% | |
1/18/2023 | CKW Financial Group | 17,219 | $1.54M | 0.3% | +93.8% | 0.116% | |
1/11/2023 | Financial Management Professionals Inc. | 110,843 | $9.89M | 2.0% | +52,682.4% | 0.744% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 154,708 | $13.81M | 5.0% | +0.7% | 1.038% | |
1/6/2023 | Massmutual Trust Co. FSB ADV | 8,793 | $0.79M | 0.0% | +544.2% | 0.059% | |
1/4/2023 | Bartlett & Co. LLC | 300 | $27K | 0.0% | -62.5% | 0.002% | |
11/15/2022 | Stonebridge Capital Advisors LLC | 415 | $36K | 0.0% | N/A | 0.003% | |
11/15/2022 | Flow Traders U.S. LLC | 106,399 | $9.29M | 0.5% | +38.8% | 0.682% | |
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11/15/2022 | Cary Street Partners Investment Advisory LLC | 3,621 | $0.32M | 0.0% | -9.9% | 0.023% | |
11/14/2022 | OLD Mission Capital LLC | 41,188 | $3.60M | 0.1% | +456.7% | 0.264% | |
11/10/2022 | CKW Financial Group | 8,887 | $0.78M | 0.1% | -48.6% | 0.057% | |
11/10/2022 | Credit Suisse AG | 5,443 | $0.48M | 0.0% | -11.3% | 0.035% | |
11/10/2022 | Beaumont Capital Management LLC | 29,912 | $2.61M | 2.6% | N/A | 0.192% | |
11/9/2022 | Compass Financial Group Inc. | 27,875 | $2.44M | 1.6% | +0.6% | 0.179% | |
11/9/2022 | Congress Wealth Management LLC DE | 7,723 | $0.68M | 0.0% | -7.9% | 0.050% | |
11/3/2022 | Coastline Trust Co | 37,073 | $3.24M | 0.5% | -28.7% | 0.238% | |
11/1/2022 | Howard Wealth Management LLC | 5,996 | $0.52M | 0.4% | N/A | 0.038% | |
10/31/2022 | Baltimore Washington Financial Advisors Inc. | 321 | $0.28M | 0.0% | N/A | 0.002% | |