4/17/2024 | Dumont & Blake Investment Advisors LLC | 19,601 | $1.57M | 0.5% | -0.8% | 0.558% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,729 | $620K | 0.0% | +22.9% | 0.220% | |
4/12/2024 | Global Assets Advisory LLC | 31,824 | $2.55M | 0.0% | N/A | 0.907% | |
3/8/2024 | ICA Group Wealth Management LLC | 480 | $37K | 0.0% | N/A | 0.013% | |
2/23/2024 | Chicago Partners Investment Group LLC | 2,866 | $219K | 0.0% | -18.1% | 0.076% | |
2/13/2024 | Joseph Group Capital Management | 27,865 | $2.12M | 1.2% | N/A | 0.739% | |
|
2/12/2024 | Peak Asset Management LLC | 136,969 | $10.42M | 2.3% | +5.1% | 3.633% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 40,661 | $3.09M | 0.0% | -1.5% | 1.079% | |
2/8/2024 | Apexium Financial LP | 5,003 | $381K | 0.0% | -2.8% | 0.133% | |
2/7/2024 | Principal Securities Inc. | 409 | $31K | 0.0% | N/A | 0.011% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 5,415 | $412K | 0.2% | -7.3% | 0.144% | |
2/1/2024 | Element Wealth LLC | 5,591 | $425K | 0.3% | -13.4% | 0.148% | |
2/1/2024 | Diversified LLC | 4,049 | $308K | 0.1% | -5.0% | 0.107% | |
2/1/2024 | Capital Investment Advisory Services LLC | 5,308 | $404K | 0.0% | -24.9% | 0.141% | |
1/31/2024 | Kraft Davis & Associates LLC | 3,618 | $277K | 0.1% | N/A | 0.096% | |
1/31/2024 | Institute for Wealth Management LLC. | 13,025 | $991K | 0.2% | -1.1% | 0.345% | |
1/25/2024 | International Assets Investment Management LLC | 60,880 | $4.63M | 0.0% | N/A | 1.615% | |
1/25/2024 | Means Investment CO. Inc. | 4,069 | $310K | 0.0% | -6.8% | 0.108% | |
1/24/2024 | International Assets Investment Management LLC | 60,880 | $4.63M | 0.0% | N/A | 1.615% | |
1/24/2024 | Commonwealth Retirement Investments LLC | 20,462 | $1.56M | 0.8% | N/A | 0.543% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 19,765 | $1.50M | 0.5% | -3.5% | 0.524% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,770 | $287K | 0.0% | -14.4% | 0.100% | |
1/16/2024 | Raymond James & Associates | 7,142 | $543K | 0.0% | -8.1% | 0.189% | |
11/30/2023 | Modera Wealth Management LLC | 7,436 | $538K | 0.0% | N/A | 0.197% | |
11/21/2023 | Tompkins Financial Corp | 600 | $43K | 0.0% | -33.3% | 0.016% | |
11/14/2023 | Tower Research Capital LLC TRC | 6,571 | $476K | 0.0% | -22.7% | 0.174% | |
11/9/2023 | UBS Group AG | 92,123 | $6.67M | 0.0% | +132.2% | 2.444% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 5,843 | $423K | 0.3% | -2.5% | 0.155% | |
11/2/2023 | Capital Investment Advisory Services LLC | 7,071 | $512K | 0.0% | -5.7% | 0.188% | |
10/31/2023 | Allworth Financial LP | 3,361 | $243K | 0.0% | -4.3% | 0.089% | |
10/25/2023 | Means Investment CO. Inc. | 4,368 | $316K | 0.1% | -12.3% | 0.116% | |
10/25/2023 | Apexium Financial LP | 5,147 | $372K | 0.0% | -6.1% | 0.137% | |
10/24/2023 | Horizon Bancorp Inc. IN | 816 | $59K | 0.0% | N/A | 0.022% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,406 | $319K | 0.0% | -7.5% | 0.117% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 41,273 | $2.99M | 0.0% | +206.0% | 1.095% | |
10/23/2023 | Commonwealth Equity Services LLC | 25,948 | $1.88M | 0.0% | -2.1% | 0.688% | |
10/11/2023 | Geneos Wealth Management Inc. | 1,070 | $77K | 0.0% | +613.3% | 0.028% | |
8/14/2023 | Apexium Financial LP | 5,479 | $414K | 0.0% | -17.2% | 0.145% | |
8/10/2023 | Commonwealth Equity Services LLC | 26,493 | $2.00M | 0.0% | +1.7% | 0.703% | |
8/9/2023 | Spire Wealth Management | 814 | $62K | 0.0% | -55.1% | 0.022% | |
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8/8/2023 | Chicago Partners Investment Group LLC | 3,494 | $271K | 0.0% | -24.7% | 0.093% | |
8/7/2023 | Element Wealth LLC | 6,419 | $485K | 0.3% | +2.5% | 0.170% | |
8/3/2023 | Dumont & Blake Investment Advisors LLC | 20,518 | $1.55M | 0.5% | -1.2% | 0.544% | |
8/2/2023 | Bank of Montreal Can | 1,378 | $106K | 0.0% | N/A | 0.037% | |
7/31/2023 | LPL Financial LLC | 41,557 | $3.14M | 0.0% | -2.3% | 1.102% | |
7/28/2023 | Q3 Asset Management | 13,927 | $1.05M | 0.5% | N/A | 0.353% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 4,763 | $360K | 0.0% | +8.3% | 0.121% | |
7/25/2023 | Raymond James & Associates | 7,838 | $593K | 0.0% | -2.5% | 0.199% | |
7/21/2023 | Creative Planning | 11,602 | $877K | 0.0% | -1.3% | 0.294% | |
7/18/2023 | Allworth Financial LP | 3,512 | $266K | 0.0% | -8.1% | 0.089% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 13,487 | $1.02M | 0.0% | -7.5% | 0.342% | |
7/12/2023 | Pacific Sun Financial Corp | 4,420 | $336K | 0.2% | N/A | 0.112% | |
7/6/2023 | HBW Advisory Services LLC | 14,224 | $1.08M | 0.2% | N/A | 0.361% | |
5/15/2023 | Matrix Private Capital Group LLC | 961 | $73K | 0.1% | -66.8% | 0.024% | |
5/11/2023 | Peak Asset Management LLC | 128,437 | $9.76M | 2.4% | +0.3% | 3.203% | |
5/10/2023 | LPL Financial LLC | 42,518 | $3.23M | 0.0% | -13.5% | 1.060% | |
5/9/2023 | Tower Research Capital LLC TRC | 6,308 | $480K | 0.0% | +263.2% | 0.157% | |
5/5/2023 | Horizon Bancorp Inc. IN | 1,179 | $90K | 0.1% | -12.6% | 0.029% | |
4/27/2023 | Simplex Trading LLC | 395 | $30K | 0.0% | N/A | 0.010% | |
4/26/2023 | Chicago Partners Investment Group LLC | 4,639 | $366K | 0.0% | N/A | 0.116% | |
4/20/2023 | Institute for Wealth Management LLC. | 13,195 | $1.00M | 0.2% | -1.6% | 0.329% | |
4/18/2023 | Allworth Financial LP | 3,820 | $290K | 0.0% | -6.9% | 0.095% | |
4/14/2023 | Raymond James & Associates | 8,036 | $611K | 0.0% | -5.6% | 0.200% | |
4/12/2023 | Vontobel Holding Ltd. | 15,000 | $1.14M | 0.0% | +100.0% | 0.360% | |
4/11/2023 | Catalyst Financial Partners LLC | 2,940 | $223K | 0.1% | -13.0% | 0.071% | |
2/14/2023 | Matrix Private Capital Group LLC | 2,891 | $227K | 0.1% | +31.8% | 0.069% | |
2/10/2023 | Wade G W & Inc. | 6,391 | $502K | 0.0% | -3.0% | 0.153% | |
2/9/2023 | Chevy Chase Trust Holdings LLC | 2,560 | $201K | 0.0% | N/A | 0.061% | |
2/9/2023 | Horizon Bancorp Inc. IN | 1,349 | $106K | 0.1% | N/A | 0.032% | |
2/9/2023 | Citigroup Inc. | 5,422 | $426K | 0.0% | +195.8% | 0.130% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 4,435 | $349K | 0.0% | -20.3% | 0.106% | |
2/8/2023 | Raymond James & Associates | 8,517 | $669K | 0.0% | -5.3% | 0.204% | |
2/8/2023 | UBS Group AG | 50,652 | $3.98M | 0.0% | +5.9% | 1.215% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 15,445 | $1.21M | 0.0% | +19.8% | 0.370% | |
2/7/2023 | Commonwealth Equity Services LLC | 26,362 | $2.07M | 0.0% | +3.0% | 0.632% | |
2/7/2023 | LPL Financial LLC | 49,177 | $3.87M | 0.0% | +4.5% | 1.179% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,549 | $358K | 0.0% | +26.6% | 0.109% | |
2/3/2023 | Capital Investment Advisory Services LLC | 7,467 | $587K | 0.1% | +1,640.6% | 0.179% | |
2/2/2023 | Institute for Wealth Management LLC. | 13,414 | $1.05M | 0.2% | +4.3% | 0.322% | |
2/1/2023 | Bank of Montreal Can | 1,809 | $146K | 0.0% | -14.0% | 0.043% | |
1/30/2023 | Peak Asset Management LLC | 128,107 | $10.07M | 2.6% | -0.5% | 3.072% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 377 | $30K | 0.0% | N/A | 0.009% | |
1/26/2023 | Dumont & Blake Investment Advisors LLC | 20,682 | $1.63M | 0.6% | -1.6% | 0.496% | |
1/19/2023 | Catalyst Financial Partners LLC | 3,380 | $266K | 0.1% | N/A | 0.081% | |
1/19/2023 | Stonebridge Financial Planning Group LLC | 5,992 | $471K | 0.3% | +2.6% | 0.144% | |
1/13/2023 | Allworth Financial LP | 4,104 | $323K | 0.0% | -17.9% | 0.098% | |
12/2/2022 | American Trust | 3,177 | $227K | 0.0% | N/A | 0.078% | |
11/15/2022 | Commonwealth Equity Services LLC | 25,584 | $1.82M | 0.0% | +2.9% | 0.627% | |
11/14/2022 | United Capital Financial Advisers LLC | 3,797 | $271K | 0.0% | N/A | 0.093% | |
11/14/2022 | Peak Asset Management LLC | 128,761 | $9.18M | 2.6% | +2.7% | 3.156% | |
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11/10/2022 | Tower Research Capital LLC TRC | 7,400 | $527K | 0.0% | +369.8% | 0.181% | |
11/10/2022 | UBS Group AG | 47,832 | $3.41M | 0.0% | +7.3% | 1.172% | |
11/8/2022 | Element Wealth LLC | 6,291 | $449K | 0.4% | +37.4% | 0.154% | |
11/4/2022 | Commerce Bank | 5,450 | $389K | 0.0% | N/A | 0.134% | |
11/4/2022 | First Republic Investment Management Inc. | 4,571 | $326K | 0.0% | +6.0% | 0.112% | |
10/24/2022 | Dumont & Blake Investment Advisors LLC | 21,011 | $1.50M | 0.6% | -1.1% | 0.512% | |
10/20/2022 | Koshinski Asset Management Inc. | 150 | $218K | 0.0% | N/A | 0.004% | |
10/18/2022 | Koshinski Asset Management Inc. | 150 | $218K | 0.0% | N/A | 0.004% | |
10/18/2022 | Allworth Financial LP | 4,999 | $356K | 0.0% | -6.7% | 0.122% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 12,890 | $919K | 0.0% | -14.1% | 0.314% | |