2/15/2024 | Comerica Bank | 12,721 | $301K | 0.0% | +28.1% | 0.044% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 11,576 | $274K | 0.0% | -27.7% | 0.040% | |
1/31/2024 | Greenleaf Trust | 16,452 | $389K | 0.0% | N/A | 0.057% | |
1/26/2024 | Kendall Capital Management | 152,442 | $3.60M | 1.4% | -4.5% | 0.525% | |
1/17/2024 | IFG Advisory LLC | 51,955 | $1.23M | 0.1% | +56.6% | 0.179% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 6,614 | $156K | 0.0% | -95.3% | 0.023% | |
|
11/15/2023 | Ameriprise Financial Inc. | 743,765 | $17.07M | 0.0% | +4.1% | 2.560% | |
10/31/2023 | Kendall Capital Management | 159,692 | $3.66M | 1.6% | +8.0% | 0.550% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,008 | $367K | 0.0% | -20.6% | 0.055% | |
8/15/2023 | Captrust Financial Advisors | 32,376 | $767K | 0.0% | +4.1% | 0.111% | |
8/9/2023 | Flow Traders U.S. LLC | 117,544 | $2.78M | 0.1% | N/A | 0.405% | |
7/28/2023 | Kendall Capital Management | 147,880 | $3.50M | 1.5% | -2.8% | 0.498% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 137,434 | $3.25M | 0.4% | -53.0% | 0.463% | |
7/21/2023 | IFG Advisory LLC | 30,795 | $729K | 0.1% | +39.9% | 0.104% | |
7/19/2023 | Leavell Investment Management Inc. | 8,745 | $207K | 0.0% | N/A | 0.029% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 20,170 | $478K | 0.0% | -3.8% | 0.068% | |
5/22/2023 | Ameriprise Financial Inc. | 762,605 | $18.68M | 0.0% | +13.8% | 2.576% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 22,833 | $559K | 0.1% | -13.8% | 0.077% | |
5/11/2023 | Colonial Trust Co SC | 1,413 | $35K | 0.0% | +115.7% | 0.005% | |
5/11/2023 | Kendall Capital Management | 152,179 | $3.73M | 1.8% | +3.3% | 0.514% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 20,977 | $514K | 0.0% | +26.2% | 0.071% | |
5/9/2023 | Nicolet Bankshares Inc. | 17,737 | $434K | 0.1% | -48.6% | 0.060% | |
5/8/2023 | L.M. Kohn & Company | 11,829 | $290K | 0.1% | N/A | 0.040% | |
4/26/2023 | IFG Advisory LLC | 22,005 | $539K | 0.1% | +6.2% | 0.074% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 292,125 | $7.15M | 0.9% | +2.4% | 0.987% | |
2/9/2023 | Nicolet Bankshares Inc. | 34,507 | $815K | 0.3% | -6.9% | 0.116% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 16,625 | $393K | 0.0% | +5.3% | 0.056% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 285,294 | $6.74M | 1.0% | -23.3% | 0.961% | |
1/31/2023 | IFG Advisory LLC | 20,715 | $489K | 0.0% | +84.1% | 0.070% | |
1/30/2023 | Kendall Capital Management | 147,373 | $3.48M | 1.8% | -3.6% | 0.496% | |
11/15/2022 | Sowell Financial Services LLC | 14,616 | $342K | 0.0% | N/A | 0.054% | |
11/15/2022 | Flow Traders U.S. LLC | 30,502 | $714K | 0.0% | N/A | 0.112% | |
11/14/2022 | Nations Financial Group Inc. IA ADV | 26,484 | $620K | 0.1% | +2.9% | 0.097% | |
11/10/2022 | Nicolet Bankshares Inc. | 37,059 | $867K | 0.2% | -37.2% | 0.136% | |
11/2/2022 | Kendall Capital Management | 152,886 | $3.58M | 2.1% | +4.2% | 0.561% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 371,833 | $8.70M | 1.4% | +4.7% | 1.365% | |
10/28/2022 | IFG Advisory LLC | 11,250 | $263K | 0.0% | +17.9% | 0.041% | |
10/27/2022 | Benedetti & Gucer Inc. | 105,522 | $2.47M | 1.8% | -0.8% | 0.387% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 15,784 | $369K | 0.0% | +59.5% | 0.058% | |
8/8/2022 | Nicolet Bankshares Inc. | 58,996 | $1.49M | 0.4% | -44.7% | 0.202% | |
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8/5/2022 | Benedetti & Gucer Inc. | 106,322 | $2.68M | 1.8% | -2.0% | 0.365% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 355,179 | $8.96M | 1.5% | +6.4% | 1.186% | |
7/29/2022 | Kendall Capital Management | 146,709 | $3.70M | 2.0% | -30.0% | 0.489% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 9,894 | $250K | 0.0% | -63.2% | 0.033% | |
5/13/2022 | Flow Traders U.S. LLC | 77,672 | $2.11M | 0.1% | N/A | 0.254% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 26,908 | $729K | 0.0% | +260.6% | 0.088% | |
5/6/2022 | Kendall Capital Management | 209,532 | $5.68M | 2.7% | +12.0% | 0.685% | |
4/22/2022 | Benedetti & Gucer Inc. | 108,497 | $2.94M | 2.0% | N/A | 0.353% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 333,688 | $9.05M | 1.4% | +2.5% | 1.085% | |
2/11/2022 | True North Advisors LLC | 15,453 | $433K | 0.1% | N/A | 0.056% | |
2/10/2022 | Nations Financial Group Inc. IA ADV | 16,239 | $455K | 0.1% | +115.8% | 0.059% | |
2/9/2022 | Sowell Financial Services LLC | 53,260 | $1.49M | 0.1% | +40.3% | 0.192% | |
2/9/2022 | Nicolet Bankshares Inc. | 209,420 | $5.87M | 1.3% | +12.1% | 0.755% | |
2/4/2022 | VeraBank N.A. | 177,021 | $4.96M | 2.5% | +2.9% | 0.639% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 7,462 | $209K | 0.0% | N/A | 0.027% | |
2/2/2022 | Sigma Planning Corp | 8,203 | $230K | 0.0% | N/A | 0.030% | |
1/28/2022 | Kendall Capital Management | 187,016 | $5.24M | 2.5% | +34.2% | 0.675% | |
1/26/2022 | Creative Financial Designs Inc. ADV | 325,394 | $9.12M | 1.4% | +5.3% | 1.175% | |
11/16/2021 | Nicolet Bankshares Inc. | 186,812 | $5.22M | 1.3% | +4.2% | 0.717% | |
11/15/2021 | Flow Traders U.S. LLC | 13,036 | $364K | 0.0% | N/A | 0.050% | |
11/12/2021 | Nations Financial Group Inc. IA ADV | 7,525 | $210K | 0.0% | N/A | 0.029% | |
11/5/2021 | Kendall Capital Management | 139,353 | $3.89M | 2.1% | +26.7% | 0.537% | |
11/4/2021 | Sowell Financial Services LLC | 37,966 | $1.06M | 0.1% | +22.2% | 0.146% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 308,897 | $8.63M | 1.4% | +5.3% | 1.241% | |
10/7/2021 | VeraBank N.A. | 172,055 | $4.81M | 2.7% | +6.0% | 0.694% | |
8/12/2021 | Strategic Blueprint LLC | 1,500 | $42K | 0.0% | N/A | 0.006% | |
8/11/2021 | Nicolet Bankshares Inc. | 179,206 | $5.02M | 1.3% | +16.0% | 0.761% | |
8/5/2021 | Sowell Financial Services LLC | 31,070 | $870K | 0.1% | +68.7% | 0.130% | |
8/4/2021 | VeraBank N.A. | 162,371 | $4.55M | 2.7% | +2.4% | 0.704% | |
8/1/2021 | Kendall Capital Management | 110,018 | $3.08M | 1.7% | +57.7% | 0.477% | |
7/31/2021 | Creative Financial Designs Inc. ADV | 293,269 | $8.21M | 1.4% | N/A | 1.272% | |
5/18/2021 | Flow Traders U.S. LLC | 83,647 | $2.32M | 0.1% | +503.1% | 0.385% | |
5/17/2021 | Ameriprise Financial Inc. | 37,960 | $1.07M | 0.0% | +39.7% | 0.175% | |
5/7/2021 | Sowell Financial Services LLC | 18,413 | $518K | 0.0% | N/A | 0.086% | |
5/5/2021 | Kendall Capital Management | 69,771 | $1.93M | 1.2% | +17.1% | 0.325% | |
5/3/2021 | Nicolet Bankshares Inc. | 154,427 | $4.28M | 1.2% | +6.0% | 0.720% | |
4/13/2021 | VeraBank N.A. | 158,559 | $4.39M | 2.9% | +1.0% | 0.746% | |
2/8/2021 | Kendall Capital Management | 59,580 | $1.66M | 1.2% | +37.6% | 0.284% | |
1/29/2021 | VeraBank N.A. | 156,922 | $4.35M | 3.1% | -2.9% | 0.740% | |
11/12/2020 | JPMorgan Chase & Co. | 2,598 | $72K | 0.0% | N/A | 0.012% | |
11/2/2020 | IFG Advisory LLC | 9,720 | $267K | 0.0% | -20.8% | 0.045% | |
10/27/2020 | Nicolet Bankshares Inc. | 134,220 | $3.69M | 1.3% | +4.3% | 0.616% | |
10/22/2020 | Kendall Capital Management | 43,301 | $1.19M | 1.0% | +26.4% | 0.200% | |
10/16/2020 | VeraBank N.A. | 161,583 | $4.45M | 3.4% | -2.2% | 0.750% | |
7/30/2020 | Kendall Capital Management | 34,257 | $916K | 0.9% | +1.9% | 0.171% | |
7/22/2020 | Nicolet Bankshares Inc. | 128,689 | $3.44M | 1.3% | -1.7% | 0.648% | |
5/11/2020 | IFG Advisory LLC | 12,455 | $321K | 0.1% | -24.0% | 0.065% | |
5/1/2020 | Evensky & Katz LLC | 1,154,848 | $29.81M | 4.7% | -2.6% | 5.892% | |
4/27/2020 | Kendall Capital Management | 33,624 | $868K | 1.0% | -18.4% | 0.170% | |
4/22/2020 | Nicolet Bankshares Inc. | 130,964 | $3.38M | 1.5% | -5.4% | 0.656% | |
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