5/7/2024 | Capital Square LLC | 28,246 | $1.10M | 0.8% | N/A | 0.034% | |
5/4/2024 | Noesis Capital Mangement Corp | 81,193 | $3.16M | 0.7% | -2.6% | 0.099% | |
5/3/2024 | Central Pacific Bank Trust Division | 4,316 | $167K | 0.0% | N/A | 0.005% | |
5/2/2024 | Vantage Financial Partners LLC | 316,785 | $12.32M | 3.3% | +2.8% | 0.386% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,372,634 | $53.37M | 0.2% | +9.2% | 1.684% | |
5/1/2024 | Retirement Group LLC | 20,655 | $803K | 0.3% | +2.5% | 0.025% | |
|
5/1/2024 | Sequoia Financial Advisors LLC | 5,441 | $212K | 0.0% | N/A | 0.007% | |
4/30/2024 | Private Advisor Group LLC | 214,724 | $8.35M | 0.1% | -2.3% | 0.263% | |
4/30/2024 | J.W. Cole Advisors Inc. | 15,767 | $613K | 0.0% | -12.3% | 0.019% | |
4/30/2024 | North Star Investment Management Corp. | 1,960 | $76K | 0.0% | N/A | 0.002% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 136,758 | $5.32M | 0.0% | -7.8% | 0.168% | |
4/24/2024 | NBT Bank N A NY | 22,206 | $863K | 0.1% | -7.1% | 0.027% | |
4/16/2024 | Webster Bank N. A. | 7,000 | $272K | 0.0% | -61.5% | 0.009% | |
4/1/2024 | Park National Corp OH | 7,463 | $290K | 0.0% | -50.0% | 0.009% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 148,363 | $5.42M | 0.0% | -17.3% | 0.184% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,257,127 | $45.95M | 0.1% | +10.8% | 1.557% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 40,115 | $1.47M | 0.1% | +71.5% | 0.050% | |
2/6/2024 | Noesis Capital Mangement Corp | 83,373 | $3.05M | 0.7% | -0.6% | 0.103% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 237,063 | $8.67M | 1.5% | +10.1% | 0.294% | |
2/5/2024 | Vantage Financial Partners LLC | 308,177 | $11.26M | 3.3% | -3.8% | 0.382% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 6,530 | $239K | 0.1% | N/A | 0.008% | |
2/1/2024 | First Command Advisory Services Inc. | 1,911 | $70K | 0.0% | N/A | 0.002% | |
1/29/2024 | ORG Partners LLC | 48,698 | $1.78M | 0.3% | +11.3% | 0.060% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 7,384 | $270K | 0.0% | N/A | 0.009% | |
1/24/2024 | Private Trust Co. NA | 2,113 | $77K | 0.0% | +15.5% | 0.003% | |
1/23/2024 | Webster Bank N. A. | 18,174 | $664K | 0.1% | +4.0% | 0.023% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 8,578 | $314K | 0.0% | N/A | 0.011% | |
11/15/2023 | Baker Avenue Asset Management LP | 1,500 | $52K | 0.0% | N/A | 0.002% | |
11/14/2023 | Morse Asset Management Inc | 9,840 | $342K | 0.1% | -24.2% | 0.012% | |
11/13/2023 | West Michigan Advisors LLC | 386,332 | $13.42M | 7.2% | +7.1% | 0.478% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 23,384 | $812K | 0.0% | +558.7% | 0.029% | |
11/8/2023 | Janney Montgomery Scott LLC | 1,134,707 | $39.41M | 0.1% | +11.4% | 1.405% | |
11/4/2023 | Noesis Capital Mangement Corp | 83,873 | $2.91M | 0.8% | -0.6% | 0.104% | |
11/3/2023 | ORG Partners LLC | 43,735 | $1.52M | 0.6% | -37.2% | 0.054% | |
11/2/2023 | Vantage Financial Partners LLC | 320,277 | $11.12M | 4.4% | -2.3% | 0.397% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 179,498 | $6.23M | 0.0% | -2.9% | 0.222% | |
10/23/2023 | Vicus Capital | 94,464 | $3.28M | 0.3% | +1.4% | 0.117% | |
10/18/2023 | Capital Market Strategies LLC | 7,606 | $261K | 0.2% | -4.9% | 0.009% | |
10/12/2023 | AdvisorNet Financial Inc | 1,071 | $37K | 0.0% | N/A | 0.001% | |
8/17/2023 | Vicus Capital | 93,164 | $3.35M | 0.3% | +1.6% | 0.115% | |
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8/14/2023 | Morse Asset Management Inc | 12,990 | $468K | 0.1% | -7.1% | 0.016% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 195,387 | $7.03M | 1.3% | +9.0% | 0.242% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 3,550 | $128K | 0.0% | +29.1% | 0.004% | |
8/8/2023 | Vantage Financial Partners LLC | 327,756 | $11.80M | 4.4% | +3.3% | 0.406% | |
7/28/2023 | Private Trust Co. NA | 1,830 | $66K | 0.0% | +357.5% | 0.002% | |
7/26/2023 | Janney Montgomery Scott LLC | 1,018,511 | $36.67M | 0.1% | N/A | 1.262% | |
7/24/2023 | NBT Bank N A NY | 22,891 | $824K | 0.1% | +14.6% | 0.028% | |
7/21/2023 | Corundum Group Inc. | 9,000 | $324K | 0.2% | N/A | 0.011% | |
7/17/2023 | Denver Wealth Management Inc. | 10,836 | $390K | 0.3% | +60.9% | 0.013% | |
7/17/2023 | MBL Wealth LLC | 770,111 | $27.72M | 3.9% | +11.0% | 0.954% | |
7/17/2023 | ForthRight Wealth Management LLC | 148,495 | $5.35M | 2.2% | -4.5% | 0.184% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 184,860 | $6.66M | 0.0% | +18.4% | 0.229% | |
7/6/2023 | Capital Market Strategies LLC | 7,999 | $288K | 0.3% | N/A | 0.010% | |
7/3/2023 | Park National Corp OH | 14,925 | $537K | 0.0% | N/A | 0.018% | |
6/1/2023 | ORG Partners LLC | 61,269 | $2.20M | 0.5% | N/A | 0.076% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 179,257 | $6.36M | 1.2% | N/A | 0.222% | |
5/12/2023 | Retirement Group LLC | 15,730 | $558K | 0.3% | +281.3% | 0.020% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 156,141 | $5.54M | 0.0% | +2.7% | 0.194% | |
5/9/2023 | Atlas Wealth LLC | 34,827 | $1.24M | 0.2% | -34.7% | 0.043% | |
5/8/2023 | Vantage Financial Partners LLC | 317,225 | $11.25M | 4.5% | +6.3% | 0.393% | |
5/8/2023 | Noesis Capital Mangement Corp | 84,253 | $2.99M | 0.8% | +0.7% | 0.104% | |
5/3/2023 | Morse Asset Management Inc | 13,990 | $496K | 0.2% | -27.2% | 0.017% | |
5/2/2023 | Vicus Capital | 91,674 | $3.25M | 0.3% | -5.6% | 0.114% | |
5/2/2023 | NBT Bank N A NY | 19,966 | $708K | 0.1% | +3.9% | 0.025% | |
4/21/2023 | Harbor Investment Advisory LLC | 2,200 | $78K | 0.0% | +388.9% | 0.003% | |
4/13/2023 | Webster Bank N. A. | 17,482 | $620K | 0.1% | +1,065.5% | 0.024% | |
2/22/2023 | Kovack Advisors Inc. | 165,063 | $5.92M | 0.9% | +15.1% | 0.228% | |
2/15/2023 | BOS Asset Management LLC | 12,050 | $432K | 0.4% | N/A | 0.017% | |
2/15/2023 | ICA Group Wealth Management LLC | 15,810 | $567K | 0.1% | +67.9% | 0.022% | |
2/14/2023 | Cetera Advisors LLC | 355,982 | $12.77M | 0.2% | +4.2% | 0.491% | |
2/14/2023 | Atlas Wealth LLC | 53,310 | $1.91M | 0.5% | N/A | 0.074% | |
2/13/2023 | West Michigan Advisors LLC | 421,004 | $15.10M | 11.0% | +23.3% | 0.581% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 17,262 | $619K | 0.0% | -6.7% | 0.024% | |
2/10/2023 | NBT Bank N A NY | 19,211 | $689K | 0.1% | +34.9% | 0.026% | |
2/10/2023 | CoreCap Advisors LLC | 3,920 | $141K | 0.0% | N/A | 0.005% | |
2/10/2023 | Capital Square LLC | 25,682 | $921K | 0.8% | +64.9% | 0.035% | |
2/9/2023 | Sowell Financial Services LLC | 35,690 | $1.28M | 0.1% | N/A | 0.049% | |
2/8/2023 | Morse Asset Management Inc | 19,225 | $689K | 0.3% | -9.3% | 0.027% | |
2/8/2023 | Vantage Financial Partners LLC | 298,319 | $10.70M | 6.4% | +15.9% | 0.411% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 151,998 | $5.45M | 0.0% | +25.3% | 0.210% | |
2/2/2023 | Noesis Capital Mangement Corp | 83,658 | $3M | 0.9% | -3.7% | 0.115% | |
2/2/2023 | Principle Wealth Partners LLC | 231,151 | $8.29M | 0.9% | +3.7% | 0.319% | |
2/1/2023 | Janney Montgomery Scott LLC | 771,183 | $27.66M | 0.1% | +9.8% | 1.064% | |
1/31/2023 | WFA of San Diego LLC | 2,066 | $74K | 0.1% | N/A | 0.003% | |
1/31/2023 | Tower Wealth Partners Inc. | 358,247 | $12.85M | 11.2% | +1.1% | 0.494% | |
1/26/2023 | Boenning & Scattergood Inc. | 46,149 | $1.73M | 0.3% | -2.8% | 0.064% | |
1/23/2023 | Meridian Wealth Advisors LLC | 97,284 | $3.49M | 0.9% | -1.2% | 0.135% | |
1/23/2023 | CAPROCK Group Inc. | 5,967 | $214K | 0.0% | N/A | 0.008% | |
1/23/2023 | Pennsylvania Capital Management Inc. ADV | 50,908 | $1.85M | 1.0% | N/A | 0.071% | |
1/20/2023 | Miracle Mile Advisors LLC | 101,039 | $3.62M | 0.1% | -43.5% | 0.142% | |
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1/18/2023 | Webster Bank N. A. | 1,500 | $54K | 0.0% | N/A | 0.002% | |
1/18/2023 | ForthRight Wealth Management LLC | 146,837 | $5.27M | 2.7% | +3.1% | 0.206% | |
1/18/2023 | IAM Advisory LLC | 126,880 | $4.55M | 1.7% | +0.9% | 0.178% | |
1/5/2023 | Capital Investment Advisors LLC | 12,291 | $441K | 0.0% | N/A | 0.017% | |
1/1/2023 | Pasadena Private Wealth LLC | 41,522 | $1.33M | 0.5% | +21.3% | 0.071% | |