5/14/2024 | OLD Mission Capital LLC | 65,259 | $4.19M | 0.1% | +6.6% | 3.313% | |
5/2/2024 | RiverFront Investment Group LLC | 331,842 | $21.33M | 0.6% | -2.5% | 16.845% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,819 | $438K | 0.0% | -10.4% | 0.346% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 19,316 | $1.24M | 0.0% | -5.3% | 0.981% | |
4/24/2024 | CENTRAL TRUST Co | 9,970 | $641K | 0.0% | -10.6% | 0.506% | |
4/16/2024 | ERn Financial LLC | 12,557 | $807K | 0.1% | +5.3% | 0.622% | |
|
4/15/2024 | Elevated Capital Advisors LLC | 27,261 | $1.75M | 0.5% | -5.7% | 1.350% | |
2/21/2024 | Raleigh Capital Management Inc. | 4,064 | $249K | 0.1% | +23.6% | 0.196% | |
2/13/2024 | Per Stirling Capital Management LLC. | 93,932 | $5.75M | 1.1% | -0.3% | 4.538% | |
2/8/2024 | Janney Montgomery Scott LLC | 7,611 | $466K | 0.0% | +6.4% | 0.368% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 20,407 | $1.25M | 0.0% | -13.0% | 0.986% | |
2/5/2024 | RiverFront Investment Group LLC | 340,248 | $20.82M | 0.7% | -4.3% | 16.437% | |
2/2/2024 | Truist Financial Corp | 118,037 | $7.22M | 0.0% | -4.6% | 5.702% | |
1/29/2024 | Moneywise Inc. | 26,197 | $1.60M | 0.9% | -4.2% | 1.266% | |
1/25/2024 | International Assets Investment Management LLC | 6,034 | $369K | 0.0% | N/A | 0.291% | |
1/24/2024 | CENTRAL TRUST Co | 11,151 | $682K | 0.0% | -22.7% | 0.539% | |
1/24/2024 | International Assets Investment Management LLC | 6,034 | $369K | 0.0% | N/A | 0.291% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 5,543 | $339K | 0.1% | -11.8% | 0.268% | |
1/19/2024 | ERn Financial LLC | 11,924 | $721K | 0.1% | +5.6% | 0.576% | |
1/16/2024 | Raymond James & Associates | 9,940 | $608K | 0.0% | -7.9% | 0.480% | |
12/8/2023 | Raleigh Capital Management Inc. | 3,287 | $183K | 0.1% | -19.7% | 0.159% | |
12/6/2023 | Raleigh Capital Management Inc. | 3,287 | $183K | 0.1% | -19.7% | 0.159% | |
11/14/2023 | Per Stirling Capital Management LLC. | 94,177 | $5.23M | 1.1% | +3.5% | 4.550% | |
11/13/2023 | Envestnet Asset Management Inc. | 133,379 | $7.41M | 0.0% | -2.1% | 6.443% | |
11/13/2023 | Kesler Norman & Wride LLC | 30,092 | $1.67M | 0.4% | N/A | 1.454% | |
11/9/2023 | UBS Group AG | 38,293 | $2.13M | 0.0% | -13.2% | 1.850% | |
11/8/2023 | Janney Montgomery Scott LLC | 7,156 | $398K | 0.0% | -18.5% | 0.346% | |
11/8/2023 | Avantax Advisory Services Inc. | 3,925 | $218K | 0.0% | +8.7% | 0.190% | |
11/7/2023 | RiverFront Investment Group LLC | 355,676 | $19.77M | 0.7% | -1.8% | 17.182% | |
11/4/2023 | NBC Securities Inc. | 5,473 | $304K | 0.0% | N/A | 0.264% | |
10/26/2023 | CENTRAL TRUST Co | 14,429 | $802K | 0.0% | -6.8% | 0.697% | |
10/24/2023 | Raymond James & Associates | 10,790 | $600K | 0.0% | -8.0% | 0.521% | |
10/17/2023 | Elevated Capital Advisors LLC | 28,908 | $1.61M | 0.5% | +1.1% | 1.397% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 668 | $37K | 0.0% | N/A | 0.032% | |
8/18/2023 | Elevated Capital Advisors LLC | 28,597 | $1.63M | 0.5% | +7.1% | 1.381% | |
8/11/2023 | Per Stirling Capital Management LLC. | 90,961 | $5.20M | 1.1% | -9.5% | 4.394% | |
8/10/2023 | Cetera Advisors LLC | 4,684 | $268K | 0.0% | +14.5% | 0.226% | |
8/8/2023 | Prospera Financial Services Inc | 69,927 | $4.00M | 0.2% | -1.8% | 3.378% | |
8/4/2023 | Envestnet Asset Management Inc. | 136,188 | $7.78M | 0.0% | -2.3% | 6.579% | |
8/2/2023 | Bank of Montreal Can | 5,290 | $307K | 0.0% | N/A | 0.256% | |
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8/1/2023 | RiverFront Investment Group LLC | 362,034 | $20.69M | 0.7% | -3.7% | 17.490% | |
8/1/2023 | Truist Financial Corp | 126,300 | $7.22M | 0.0% | -2.3% | 6.101% | |
7/31/2023 | LPL Financial LLC | 16,879 | $965K | 0.0% | -5.3% | 0.815% | |
7/26/2023 | CENTRAL TRUST Co | 15,485 | $885K | 0.0% | -10.4% | 0.748% | |
7/26/2023 | Janney Montgomery Scott LLC | 8,785 | $502K | 0.0% | -5.7% | 0.424% | |
7/24/2023 | Moneywise Inc. | 27,299 | $1.56M | 1.0% | -5.3% | 1.319% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 6,276 | $359K | 0.1% | -7.5% | 0.289% | |
7/20/2023 | DAVENPORT & Co LLC | 11,367 | $650K | 0.0% | -5.3% | 0.524% | |
7/11/2023 | Brookstone Capital Management | 10,750 | $603K | 0.0% | -6.1% | 0.495% | |
5/5/2023 | Truist Financial Corp | 129,300 | $7.27M | 0.0% | -2.6% | 5.959% | |
5/1/2023 | Truadvice LLC | 23,788 | $1.37M | 0.5% | -2.5% | 1.096% | |
4/28/2023 | Avantax Advisory Services Inc. | 3,598 | $202K | 0.0% | -5.1% | 0.166% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 26,189 | $1.47M | 0.1% | +2.3% | 1.207% | |
4/27/2023 | DAVENPORT & Co LLC | 12,007 | $675K | 0.0% | +38.0% | 0.553% | |
4/21/2023 | Moneywise Inc. | 28,822 | $1.62M | 1.0% | -1.6% | 1.328% | |
4/19/2023 | CENTRAL TRUST Co | 17,285 | $972K | 0.0% | -48.8% | 0.797% | |
4/19/2023 | Brookstone Capital Management | 11,444 | $659K | 0.0% | -6.6% | 0.527% | |
4/18/2023 | Elevated Capital Advisors LLC | 26,690 | $1.50M | 0.5% | +15.2% | 1.230% | |
4/17/2023 | First Heartland Consultants Inc. | 3,900 | $219K | 0.0% | -11.3% | 0.180% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 3,613 | $203K | 0.0% | -4.9% | 0.166% | |
4/14/2023 | Raymond James & Associates | 11,893 | $668K | 0.0% | -9.3% | 0.548% | |
3/6/2023 | OLD Mission Capital LLC | 64,858 | $3.45M | 0.1% | -24.2% | 2.796% | |
2/9/2023 | Cranbrook Wealth Management LLC | 2,639 | $140K | 0.0% | -60.5% | 0.114% | |
2/8/2023 | Raymond James & Associates | 13,106 | $697K | 0.0% | -72.3% | 0.565% | |
2/8/2023 | Prospera Financial Services Inc | 58,134 | $3.09M | 0.2% | +29.0% | 2.506% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 25,592 | $1.36M | 0.1% | -33.7% | 1.103% | |
2/7/2023 | Raleigh Capital Management Inc. | 4,037 | $215K | 0.1% | -19.8% | 0.174% | |
2/7/2023 | LPL Financial LLC | 20,266 | $1.08M | 0.0% | +1.5% | 0.874% | |
2/7/2023 | IFP Advisors Inc | 641 | $41K | 0.0% | N/A | 0.028% | |
2/7/2023 | Envestnet Asset Management Inc. | 157,847 | $8.39M | 0.0% | -0.7% | 6.804% | |
2/1/2023 | Janney Montgomery Scott LLC | 9,221 | $490K | 0.0% | -11.5% | 0.397% | |
1/30/2023 | Moneywise Inc. | 29,291 | $1.56M | 1.2% | +54.9% | 1.263% | |
1/30/2023 | International Assets Investment Management LLC | 841,933 | $3.04M | 0.3% | +850,337.4% | 36.290% | |
1/26/2023 | CENTRAL TRUST Co | 33,745 | $1.79M | 0.1% | +18.5% | 1.455% | |
1/24/2023 | International Assets Investment Management LLC | 841,933 | $3.04M | 0.6% | +850,337.4% | 35.525% | |
1/20/2023 | DAVENPORT & Co LLC | 8,700 | $462K | 0.0% | -7.7% | 0.367% | |
1/20/2023 | Truadvice LLC | 24,397 | $1.37M | 0.7% | -6.0% | 1.029% | |
1/17/2023 | Elevated Capital Advisors LLC | 23,174 | $1.23M | 0.5% | +5.8% | 0.978% | |
1/13/2023 | First Heartland Consultants Inc. | 4,395 | $234K | 0.0% | -89.8% | 0.185% | |
1/9/2023 | Brookstone Capital Management | 12,251 | $663K | 0.0% | -15.1% | 0.517% | |
11/14/2022 | Royal Bank of Canada | 140,891 | $6.51M | 0.0% | -2.4% | 5.704% | |
11/14/2022 | OLD Mission Capital LLC | 85,584 | $3.95M | 0.1% | -45.6% | 3.465% | |
11/10/2022 | Envestnet Asset Management Inc. | 159,017 | $7.34M | 0.0% | -3.8% | 6.438% | |
11/7/2022 | Truadvice LLC | 25,965 | $1.29M | 0.7% | -2.3% | 1.052% | |
11/3/2022 | Moneywise Inc. | 18,914 | $873K | 0.7% | +25.9% | 0.766% | |
10/31/2022 | International Assets Investment Management LLC | 54,180 | $1.30M | 0.3% | N/A | 2.194% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 38,586 | $1.78M | 0.1% | +0.8% | 1.562% | |
10/27/2022 | Prospera Financial Services Inc | 45,060 | $2.08M | 0.1% | +4.7% | 1.824% | |
10/26/2022 | Cranbrook Wealth Management LLC | 6,674 | $308K | 0.1% | -11.0% | 0.270% | |
10/26/2022 | Truist Financial Corp | 133,767 | $6.18M | 0.0% | -3.7% | 5.416% | |
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10/25/2022 | Janney Montgomery Scott LLC | 10,424 | $481K | 0.0% | -36.6% | 0.422% | |
10/25/2022 | Raymond James & Associates | 47,252 | $2.18M | 0.0% | -9.9% | 1.913% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 5,497 | $254K | 0.0% | -62.2% | 0.223% | |
10/20/2022 | First Heartland Consultants Inc. | 43,094 | $1.99M | 0.2% | -14.0% | 1.745% | |
10/20/2022 | Koshinski Asset Management Inc. | 6,539 | $302K | 0.0% | -14.6% | 0.265% | |
10/18/2022 | Koshinski Asset Management Inc. | 6,539 | $302K | 0.0% | -14.6% | 0.265% | |
10/14/2022 | Brookstone Capital Management | 14,422 | $670K | 0.0% | -15.2% | 0.584% | |
10/6/2022 | Elevated Capital Advisors LLC | 21,912 | $1.01M | 0.4% | N/A | 0.887% | |
8/30/2022 | Raleigh Capital Management Inc. | 4,836 | $259K | 0.1% | -5.9% | 0.204% | |
8/12/2022 | Truadvice LLC | 26,572 | $1.51M | 0.8% | +13.9% | 1.121% | |