7/24/2025 | IFP Advisors Inc | 19,549 | $670K | 0.0% | +42.5% | 0.180% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 15,600 | $535K | 0.1% | +38.1% | 0.144% | |
7/10/2025 | Trust Point Inc. | 41,589 | $1.43M | 0.1% | +68.2% | 0.383% | |
7/9/2025 | Fiduciary Alliance LLC | 340,464 | $11.67M | 0.9% | +1.7% | 3.138% | |
5/14/2025 | Flow Traders U.S. LLC | 81,776 | $2.51M | 0.1% | N/A | 0.852% | |
5/13/2025 | EverSource Wealth Advisors LLC | 167,032 | $5.14M | 0.3% | +5.5% | 1.740% | |
5/12/2025 | Bare Financial Services Inc | 473,691 | $14.56M | 5.6% | +4.1% | 4.934% | |
5/7/2025 | Frontier Asset Management LLC | 98,122 | $3.02M | 0.9% | -3.8% | 1.017% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 11,300 | $347K | 0.1% | N/A | 0.117% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 27,539 | $847K | 0.1% | +149.0% | 0.285% | |
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4/29/2025 | Strategic Blueprint LLC | 21,054 | $647K | 0.0% | -20.9% | 0.218% | |
4/25/2025 | Westside Investment Management Inc. | 1,958 | $60K | 0.0% | -46.9% | 0.020% | |
4/17/2025 | Trust Point Inc. | 24,721 | $760K | 0.1% | -26.5% | 0.247% | |
4/9/2025 | Fiduciary Alliance LLC | 334,651 | $10.29M | 1.0% | +3.5% | 3.347% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,184 | $34K | 0.0% | N/A | 0.012% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 11,062 | $321K | 0.0% | +70.2% | 0.114% | |
2/18/2025 | Continuum Advisory LLC | 3,184 | $92K | 0.0% | -12.7% | 0.033% | |
2/13/2025 | United Capital Financial Advisors LLC | 23,277 | $675K | 0.0% | N/A | 0.240% | |
2/10/2025 | Bare Financial Services Inc | 454,895 | $13.19M | 5.3% | +5.3% | 4.690% | |
2/10/2025 | EverSource Wealth Advisors LLC | 158,304 | $4.59M | 0.3% | +4.5% | 1.632% | |
2/7/2025 | Frontier Asset Management LLC | 102,010 | $2.96M | 1.0% | -4.9% | 1.052% | |
2/4/2025 | Transcendent Capital Group LLC | 1,998 | $58K | 0.0% | +2,095.6% | 0.021% | |
1/24/2025 | Trust Point Inc. | 33,646 | $976K | 0.1% | +5.3% | 0.347% | |
1/23/2025 | Strategic Blueprint LLC | 26,609 | $772K | 0.0% | -15.7% | 0.274% | |
1/13/2025 | Fiduciary Alliance LLC | 323,256 | $9.37M | 0.9% | +1.7% | 3.333% | |
11/20/2024 | Westside Investment Management Inc. | 3,688 | $119K | 0.0% | N/A | 0.038% | |
11/15/2024 | Continuum Advisory LLC | 3,646 | $109K | 0.0% | +33.7% | 0.038% | |
11/8/2024 | EverSource Wealth Advisors LLC | 151,439 | $4.89M | 0.3% | -12.6% | 1.561% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 6,333 | $205K | 0.0% | +53.3% | 0.065% | |
10/25/2024 | Strategic Blueprint LLC | 31,561 | $1.02M | 0.1% | -23.1% | 0.325% | |
10/21/2024 | AIFG Consultants Ltd. | 6,547 | $211K | 0.2% | -23.6% | 0.067% | |
10/11/2024 | Fiduciary Alliance LLC | 317,978 | $10.27M | 1.4% | +1.4% | 3.278% | |
8/14/2024 | EverSource Wealth Advisors LLC | 173,324 | $5.29M | 0.3% | +16.5% | 1.787% | |
8/8/2024 | Frontier Asset Management LLC | 113,737 | $3.35M | 1.2% | +2.0% | 1.173% | |
7/10/2024 | Fiduciary Alliance LLC | 313,449 | $9.25M | 1.5% | +3.5% | 3.231% | |
6/11/2024 | EverSource Wealth Advisors LLC | 148,740 | $4.35M | 0.3% | +6.4% | 1.533% | |
4/23/2024 | Strategic Blueprint LLC | 41,118 | $1.23M | 0.1% | -13.7% | 0.420% | |
4/17/2024 | Fiduciary Alliance LLC | 302,976 | $9.07M | 1.6% | +3.0% | 3.092% | |
2/9/2024 | EverSource Wealth Advisors LLC | 139,752 | $4.13M | 0.4% | +22.6% | 1.968% | |
2/6/2024 | Bare Financial Services Inc | 101,259 | $2.99M | 6.0% | N/A | 1.426% | |
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1/25/2024 | Strategic Blueprint LLC | 47,664 | $1.41M | 0.1% | +4.1% | 0.671% | |
1/23/2024 | Trust Point Inc. | 18,649 | $551K | 0.0% | N/A | 0.263% | |
1/17/2024 | Fiduciary Alliance LLC | 294,215 | $8.69M | 1.7% | +9.6% | 4.144% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,365 | $99K | 0.0% | +114.7% | 0.047% | |
11/16/2023 | Blueprint Investment Partners LLC | 7,694 | $203K | 0.1% | -34.1% | 0.108% | |
11/13/2023 | Frontier Asset Management LLC | 97,373 | $2.57M | 1.2% | +0.5% | 1.371% | |
11/4/2023 | EverSource Wealth Advisors LLC | 113,978 | $3.00M | 0.3% | +70.9% | 1.605% | |
10/18/2023 | Fiduciary Alliance LLC | 268,493 | $7.08M | 1.4% | +1.4% | 3.782% | |
10/18/2023 | Strategic Blueprint LLC | 45,805 | $1.21M | 0.1% | +7.2% | 0.645% | |
8/10/2023 | Frontier Asset Management LLC | 96,927 | $2.69M | 1.2% | +5.9% | 1.365% | |
8/4/2023 | Parallel Advisors LLC | 2,000 | $56K | 0.0% | N/A | 0.028% | |
8/4/2023 | EverSource Wealth Advisors LLC | 66,709 | $1.85M | 0.2% | +83.1% | 0.940% | |
7/18/2023 | Fiduciary Alliance LLC | 264,794 | $7.36M | 1.6% | N/A | 4.012% | |
5/11/2023 | EverSource Wealth Advisors LLC | 36,438 | $1.01M | 0.1% | +32.7% | 0.561% | |
5/10/2023 | Frontier Asset Management LLC | 91,493 | $2.53M | 1.2% | +3.6% | 1.408% | |
5/5/2023 | Silver Oak Securities Incorporated | 37,568 | $1.08M | 0.2% | N/A | 0.578% | |
4/28/2023 | Strategic Blueprint LLC | 39,854 | $1.10M | 0.1% | +13.7% | 0.613% | |
3/6/2023 | OLD Mission Capital LLC | 2,549 | $66K | 0.0% | -87.8% | 0.047% | |
2/15/2023 | Frontier Asset Management LLC | 88,303 | $2.30M | 1.1% | -26.0% | 1.620% | |
2/9/2023 | EverSource Wealth Advisors LLC | 27,462 | $716K | 0.1% | +8.3% | 0.504% | |
1/26/2023 | Strategic Blueprint LLC | 35,044 | $914K | 0.1% | -13.8% | 0.643% | |
11/15/2022 | Flow Traders U.S. LLC | 37,378 | $828K | 0.0% | -42.6% | 0.699% | |
11/14/2022 | OLD Mission Capital LLC | 20,916 | $463K | 0.0% | +17.4% | 0.391% | |
11/8/2022 | Strategic Blueprint LLC | 40,637 | $900K | 0.1% | +6.9% | 0.760% | |
11/7/2022 | EverSource Wealth Advisors LLC | 25,366 | $563K | 0.1% | +36.3% | 0.474% | |
8/13/2022 | Frontier Asset Management LLC | 105,797 | $2.63M | 2.2% | +21.6% | 2.251% | |
8/13/2022 | Flow Traders U.S. LLC | 65,167 | $1.62M | 0.1% | N/A | 1.387% | |
8/12/2022 | Strategic Blueprint LLC | 38,028 | $946K | 0.1% | +16.0% | 0.809% | |
8/5/2022 | OLD Mission Capital LLC | 17,811 | $443K | 0.0% | -75.9% | 0.379% | |
8/1/2022 | EverSource Wealth Advisors LLC | 18,612 | $463K | 0.1% | +23.0% | 0.396% | |
5/25/2022 | EverSource Wealth Advisors LLC | 15,128 | $447K | 0.1% | +176.7% | 0.365% | |
5/16/2022 | Frontier Asset Management LLC | 86,975 | $2.58M | 1.8% | +189.6% | 2.096% | |
5/3/2022 | Harvest Investment Services LLC | 9,773 | $289K | 0.2% | -4.4% | 0.235% | |
4/15/2022 | Wealthcare Advisory Partners LLC | 11,204 | $332K | 0.0% | +38.8% | 0.291% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 1,318 | $39K | 0.0% | +43.7% | 0.034% | |
2/10/2022 | OLD Mission Capital LLC | 14,863 | $464K | 0.0% | -57.9% | 0.386% | |
2/9/2022 | Sowell Financial Services LLC | 23,853 | $744K | 0.0% | -12.7% | 0.620% | |
11/15/2021 | Flow Traders U.S. LLC | 22,148 | $756K | 0.0% | N/A | 0.714% | |
11/12/2021 | OLD Mission Capital LLC | 35,338 | $1.21M | 0.0% | -13.0% | 1.140% | |
11/4/2021 | Sowell Financial Services LLC | 27,325 | $939K | 0.1% | N/A | 0.881% | |
10/29/2021 | Harvest Investment Services LLC | 10,152 | $346K | 0.1% | +27.2% | 0.327% | |
8/13/2021 | OLD Mission Capital LLC | 40,608 | $1.42M | 0.0% | N/A | 1.289% | |
8/12/2021 | Strategic Blueprint LLC | 1,200 | $42K | 0.0% | N/A | 0.038% | |