1/14/2021 | Americana Partners LLC | 26,469 | $1.04M | 0.8% | -38.4% | 0.122% | |
1/13/2021 | Sowell Financial Services LLC | 6,267 | $0.25M | 0.0% | +31.8% | 0.029% | |
11/12/2020 | Oarsman Capital Inc. | 5,625 | $0.21M | 0.1% | N/A | 0.026% | |
10/30/2020 | Steward Partners Investment Advisory LLC | 210,953 | $7.72M | 0.2% | -2.1% | 0.963% | |
10/29/2020 | Wealthcare Advisory Partners LLC | 10,289 | $0.38M | 0.0% | +28.7% | 0.047% | |
10/27/2020 | Princeton Global Asset Management LLC | 860 | $31K | 0.0% | N/A | 0.004% | |
10/26/2020 | Americana Partners LLC | 42,998 | $1.57M | 1.4% | -4.3% | 0.196% | |
10/22/2020 | Price Wealth LLC | 126,146 | $4.61M | 1.3% | +6.9% | 0.576% | |
10/13/2020 | Royal Fund Management LLC | 20,382 | $0.75M | 0.2% | +158.9% | 0.093% | |
10/6/2020 | Carroll Financial Associates Inc. | 1,830 | $66K | 0.0% | -21.5% | 0.008% | |
|
8/12/2020 | Americana Partners LLC | 44,928 | $1.58M | 1.2% | +4.8% | 0.201% | |
8/7/2020 | Cozad Asset Management Inc. | 28,220 | $0.99M | 0.2% | N/A | 0.127% | |
8/6/2020 | Steward Partners Investment Advisory LLC | 215,422 | $7.56M | 0.2% | +24.5% | 0.966% | |
8/6/2020 | WESCAP Management Group Inc. | 486,005 | $17.05M | 6.0% | +9.5% | 2.179% | |
8/6/2020 | Royal Fund Management LLC | 7,874 | $0.28M | 0.1% | N/A | 0.035% | |
7/29/2020 | Wealthcare Advisory Partners LLC | 7,995 | $0.28M | 0.0% | +53.2% | 0.036% | |
7/22/2020 | FDx Advisors Inc. | 261,454 | $9.17M | 0.5% | -9.2% | 1.175% | |
7/21/2020 | Price Wealth LLC | 117,992 | $4.14M | 1.2% | +47.6% | 0.530% | |
7/20/2020 | Valeo Financial Advisors LLC | 1,455 | $51K | 0.0% | +417.8% | 0.007% | |
5/22/2020 | FDx Advisors Inc. | 287,796 | $8.71M | 0.3% | +19.2% | 1.421% | |
5/15/2020 | United Capital Financial Advisers LLC | 316,443 | $9.58M | 0.1% | +83.9% | 1.563% | |
5/13/2020 | WESCAP Management Group Inc. | 443,857 | $13.44M | 5.6% | +130.8% | 2.192% | |
5/12/2020 | Sowell Financial Services LLC | 2,901 | $88K | 0.0% | +60.6% | 0.015% | |
5/12/2020 | Americana Partners LLC | 42,862 | $1.30M | 1.3% | -84.4% | 0.215% | |
5/6/2020 | Fifth Third Securities Inc. | 15,852 | $0.48M | 0.4% | -84.8% | 0.080% | |
4/29/2020 | Steward Partners Investment Advisory LLC | 173,000 | $5.24M | 0.2% | +21.3% | 0.885% | |
4/29/2020 | Wealthcare Advisory Partners LLC | 5,219 | $0.16M | 0.0% | +795.2% | 0.027% | |
4/29/2020 | CX Institutional | 89,261 | $2.70M | 0.4% | +5.5% | 0.457% | |
4/16/2020 | Price Wealth LLC | 79,958 | $2.42M | 0.9% | -30.2% | 0.413% | |
4/15/2020 | First Financial Corp IN | 2,850 | $86K | 0.1% | N/A | 0.015% | |
2/13/2020 | Americana Partners LLC | 275,271 | $10M | 5.6% | N/A | 1.480% | |
2/7/2020 | Sowell Financial Services LLC | 1,806 | $66K | 0.0% | +920.3% | 0.010% | |
1/21/2020 | CX Institutional | 84,588 | $3.07M | 0.5% | -2.5% | 0.490% | |
1/17/2020 | Steward Partners Investment Advisory LLC | 142,587 | $5.18M | 0.2% | -4.8% | 0.827% | |
10/30/2019 | Steward Partners Investment Advisory LLC | 149,802 | $5.04M | 0.2% | +746.0% | 1.033% | |
10/28/2019 | Fifth Third Securities Inc. | 103,072 | $2.72M | 3.9% | -23.8% | 0.711% | |
10/25/2019 | Price Wealth LLC | 114,479 | $3.85M | 1.3% | -15.2% | 0.790% | |
10/10/2019 | CX Institutional | 86,718 | $2.92M | 0.5% | -30.5% | 0.613% | |
8/15/2019 | Cambridge Investment Research Advisors Inc. | 188,317 | $6.16M | 0.1% | +4.7% | 1.385% | |
8/13/2019 | United Capital Financial Advisers LLC | 108,640 | $3.56M | 0.0% | -0.6% | 0.799% | |
8/8/2019 | Price Wealth Management Inc. | 135,048 | $4.42M | 1.4% | +8.0% | 0.993% | |
8/6/2019 | WESCAP Management Group Inc. | 181,178 | $5.93M | 2.5% | +2.7% | 1.332% | |
7/30/2019 | Fifth Third Securities Inc. | 135,216 | $4.42M | 1.2% | -0.8% | 0.994% | |
6/30/2019 | RiverFront Investment Group LLC | 8,051 | $0.26M | 0.0% | -20.1% | 0.059% | |
6/30/2019 | FDx Advisors Inc. | 98,370 | $3.22M | 0.1% | N/A | 0.723% | |
6/30/2019 | CX Institutional | 124,716 | $4.08M | 0.6% | +6.2% | 0.917% | |
4/30/2019 | Steward Partners Investment Advisory LLC | 17,657 | $0.57M | 0.0% | -4.8% | 0.130% | |
1/30/2019 | Price Wealth Management Inc. | 149,105 | $4.15M | 1.7% | +1.6% | 1.092% | |
10/31/2018 | RiverFront Investment Group LLC | 846,329 | $27.16M | 0.6% | -25.0% | 5.374% | |
7/14/2018 | Stokes Capital Advisors LLC | 6,824 | $0.22M | 0.1% | N/A | 0.046% | |
7/12/2018 | CX Institutional | 40,321 | $1.25M | 0.8% | N/A | 0.270% | |
7/5/2018 | First Financial Bank Trust Division | 30,381 | $0.97M | 0.1% | N/A | 0.201% | |
5/24/2018 | Vestpro Financial Partners Inc. dba CPF Texas | 26,553 | $0.82M | 0.4% | +23.1% | 0.153% | |
5/18/2018 | Royal Bank of Canada | 164,886 | $5.09M | 0.0% | +7.6% | 0.950% | |
5/15/2018 | LPL Financial LLC | 164,741 | $5.09M | 0.0% | +76.6% | 0.950% | |
5/15/2018 | Ladenburg Thalmann Financial Services Inc. | 105,666 | $3.26M | 0.0% | +3.5% | 0.609% | |
5/15/2018 | Jane Street Group LLC | 55,206 | $1.70M | 0.0% | N/A | 0.318% | |
5/14/2018 | Flow Traders U.S. LLC | 24,429 | $0.75M | 0.1% | N/A | 0.141% | |
5/14/2018 | RMB Capital Management LLC | 466,584 | $14.40M | 0.4% | +45.0% | 2.689% | |
5/14/2018 | Commonwealth Equity Services LLC | 16,526 | $0.51M | 0.0% | +61.3% | 0.095% | |
5/14/2018 | BB&T Securities LLC | 153,332 | $4.73M | 0.1% | -5.8% | 0.884% | |
5/11/2018 | Citadel Advisors LLC | 71,353 | $2.20M | 0.0% | N/A | 0.411% | |
5/11/2018 | MML Investors Services LLC | 48,504 | $1.50M | 0.0% | N/A | 0.280% | |
5/11/2018 | Stifel Financial Corp | 253,355 | $7.82M | 0.0% | +1,323.9% | 1.460% | |
5/11/2018 | First Allied Advisory Services Inc. | 26,721 | $0.83M | 0.0% | +36.1% | 0.154% | |
2/22/2018 | Rehmann Capital Advisory Group | 121,032 | $3.84M | 0.6% | +2.0% | 0.674% | |
2/20/2018 | Envestnet Asset Management Inc. | 160,050 | $5.07M | 0.0% | +227.2% | 0.892% | |
2/16/2018 | We Are One Seven LLC | 4,331 | $0.14M | 0.1% | N/A | 0.024% | |
2/15/2018 | BB&T Securities LLC | 162,818 | $5.16M | 0.1% | +7.2% | 0.915% | |
2/15/2018 | LPL Financial LLC | 93,261 | $2.96M | 0.0% | +29.6% | 0.524% | |
2/14/2018 | Ladenburg Thalmann Financial Services Inc. | 102,061 | $3.23M | 0.0% | -1.8% | 0.573% | |
2/14/2018 | OLD Mission Capital LLC | 11,772 | $0.37M | 0.0% | -79.9% | 0.066% | |
2/14/2018 | Raymond James & Associates | 724,027 | $22.94M | 0.0% | +2.8% | 4.068% | |
2/13/2018 | Scotia Capital Inc. | 85,865 | $2.72M | 0.0% | +23.0% | 0.482% | |
2/13/2018 | Valley National Advisers Inc. | 96,379 | $3.05M | 1.1% | +3.9% | 0.541% | |
2/13/2018 | WESCAP Management Group Inc. | 186,593 | $5.91M | 2.3% | +10.9% | 1.048% | |
2/9/2018 | Vestpro Financial Partners Inc. dba CPF Texas | 21,579 | $0.68M | 0.3% | N/A | 0.121% | |
2/8/2018 | Cetera Advisor Networks LLC | 30,835 | $0.98M | 0.0% | +33.1% | 0.173% | |
2/6/2018 | Summit Asset Management LLC | 310,126 | $9.83M | 4.7% | +4.9% | 1.742% | |
2/2/2018 | Patten Group Inc. | 29,665 | $0.94M | 0.4% | +15.4% | 0.167% | |
2/2/2018 | Heritage Wealth Advisors | 16,888 | $0.54M | 0.2% | +20.1% | 0.095% | |
2/1/2018 | RiverFront Investment Group LLC | 2,376,625 | $75.30M | 1.8% | +0.7% | 13.352% | |
2/1/2018 | Ifrah Financial Services Inc. | 74,004 | $2.35M | 0.8% | +231.4% | 0.416% | |
1/31/2018 | Delphi Private Advisors LLC | 66,300 | $2.10M | 5.2% | -9.1% | 0.372% | |
1/31/2018 | Northwestern Mutual Wealth Management Co. | 15,354 | $0.49M | 0.0% | -20.1% | 0.086% | |
1/30/2018 | Price Wealth Management Inc. | 105,312 | $3.34M | 2.2% | N/A | 0.592% | |
1/23/2018 | Bfsg LLC | 240,015 | $7.61M | 3.2% | +1.2% | 1.364% | |
1/22/2018 | Steward Partners Investment Advisory LLC | 20,338 | $0.64M | 0.0% | +135.1% | 0.116% | |
1/17/2018 | Koshinski Asset Management Inc. | 11,231 | $0.36M | 0.1% | N/A | 0.064% | |
1/17/2018 | Creative Planning | 12,987 | $0.41M | 0.0% | -28.3% | 0.074% | |
1/16/2018 | Bank of Montreal Can | 4,792 | $0.15M | 0.0% | -32.1% | 0.027% | |
1/16/2018 | Atria Investments LLC | 7,296 | $0.23M | 0.0% | N/A | 0.042% | |
1/12/2018 | Colorado Capital Management Inc. | 76,538 | $2.43M | 1.7% | -9.7% | 0.439% | |
1/9/2018 | Oak Point Wealth Management | 11,227 | $0.36M | 0.4% | N/A | 0.065% | |