5/9/2024 | Camelot Portfolios LLC | 19,133 | $1.20M | 1.2% | -22.0% | 0.669% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,613 | $2.36M | 0.1% | -14.0% | 1.315% | |
5/7/2024 | Marquette Asset Management LLC | 103,807 | $6.52M | 1.1% | +1.6% | 3.630% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 51,838 | $3.25M | 0.7% | +195.5% | 1.813% | |
4/30/2024 | Hartline Investment Corp | 10,050 | $631K | 0.1% | N/A | 0.351% | |
4/30/2024 | Commonwealth Equity Services LLC | 17,595 | $1.10M | 0.0% | +4.6% | 0.615% | |
|
4/29/2024 | Horizon Advisory Services Inc. | 315,015 | $19.77M | 9.2% | N/A | 11.015% | |
4/26/2024 | Chicago Partners Investment Group LLC | 176,828 | $10.65M | 0.5% | +4.3% | 6.183% | |
4/22/2024 | Strategic Financial Concepts LLC | 5,294 | $332K | 0.1% | N/A | 0.185% | |
4/16/2024 | Noble Family Wealth LLC | 23,999 | $1.51M | 0.4% | -13.6% | 0.870% | |
4/16/2024 | Arkansas Financial Group Inc. | 94,332 | $5.92M | 1.0% | +5.7% | 3.418% | |
3/8/2024 | ICA Group Wealth Management LLC | 402 | $25K | 0.0% | N/A | 0.015% | |
2/26/2024 | Virtu Financial LLC | 9,778 | $600K | 0.0% | +53.3% | 0.354% | |
2/23/2024 | Arkansas Financial Group Inc. | 89,253 | $5.48M | 1.0% | +79.4% | 3.234% | |
2/23/2024 | Chicago Partners Investment Group LLC | 169,538 | $10.03M | 0.5% | +6.0% | 6.143% | |
2/16/2024 | Aspect Partners LLC | 2,489 | $153K | 0.1% | N/A | 0.090% | |
2/14/2024 | Woodward Diversified Capital LLC | 3,349 | $205K | 0.1% | N/A | 0.121% | |
2/8/2024 | Kingsview Wealth Management LLC | 3,719 | $228K | 0.0% | -57.6% | 0.135% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 43,737 | $2.68M | 0.1% | -3.6% | 1.585% | |
2/6/2024 | WESCAP Management Group Inc. | 22,990 | $1.41M | 0.5% | -4.5% | 0.833% | |
2/2/2024 | Marquette Asset Management LLC | 102,167 | $6.27M | 1.2% | +5.0% | 3.702% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,070 | $986K | 0.0% | +9.0% | 0.582% | |
1/26/2024 | Kendall Capital Management | 15,924 | $977K | 0.4% | N/A | 0.577% | |
1/25/2024 | International Assets Investment Management LLC | 93,421 | $5.73M | 0.0% | N/A | 3.385% | |
1/24/2024 | International Assets Investment Management LLC | 93,421 | $5.73M | 0.0% | N/A | 3.385% | |
1/23/2024 | Camelot Portfolios LLC | 24,514 | $1.50M | 0.9% | +14.8% | 0.888% | |
1/19/2024 | Wagner Wealth Management LLC | 6,187 | $380K | 0.1% | -12.3% | 0.224% | |
1/18/2024 | Noble Family Wealth LLC | 27,771 | $1.70M | 0.5% | -1.6% | 1.006% | |
1/16/2024 | HB Wealth Management LLC | 35,000 | $2.15M | 0.0% | +40.0% | 1.268% | |
1/11/2024 | Naples Global Advisors LLC | 3,650 | $224K | 0.0% | N/A | 0.132% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,467 | $464K | 0.1% | -5.0% | 0.307% | |
11/13/2023 | LPL Financial LLC | 110,004 | $6.03M | 0.0% | -1.6% | 3.986% | |
11/8/2023 | HighTower Advisors LLC | 6,922 | $377K | 0.0% | -3.0% | 0.251% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,749 | $808K | 0.0% | +5.8% | 0.534% | |
11/8/2023 | Strategic Financial Concepts LLC | 4,799 | $263K | 0.1% | N/A | 0.174% | |
11/7/2023 | Kingsview Wealth Management LLC | 8,769 | $480K | 0.0% | N/A | 0.318% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 45,367 | $2.49M | 0.1% | -2.5% | 1.644% | |
10/27/2023 | Marquette Asset Management LLC | 97,310 | $5.33M | 1.3% | +13.6% | 3.526% | |
10/26/2023 | Chicago Partners Investment Group LLC | 159,957 | $8.34M | 0.4% | +3.9% | 5.796% | |
10/25/2023 | Arkansas Financial Group Inc. | 49,746 | $2.73M | 0.6% | +42.0% | 1.802% | |
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10/25/2023 | Smithbridge Asset Management Inc. DE | 17,641 | $966K | 0.2% | +130.7% | 0.639% | |
10/20/2023 | Camelot Portfolios LLC | 21,358 | $1.17M | 1.1% | -12.2% | 0.774% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 3,775 | $207K | 0.1% | -5.1% | 0.137% | |
10/18/2023 | Wagner Wealth Management LLC | 7,058 | $387K | 0.1% | -3.3% | 0.256% | |
10/11/2023 | Atlas Private Wealth Advisors | 6,730 | $369K | 0.1% | -27.6% | 0.244% | |
10/10/2023 | Noble Family Wealth LLC | 28,226 | $1.55M | 0.5% | -6.6% | 1.023% | |
8/11/2023 | Baird Financial Group Inc. | 167,153 | $9.40M | 0.0% | -2.1% | 6.056% | |
8/10/2023 | WESCAP Management Group Inc. | 24,155 | $1.36M | 0.5% | -34.1% | 0.875% | |
8/8/2023 | Chicago Partners Investment Group LLC | 154,005 | $9.19M | 0.5% | +6.9% | 5.580% | |
8/4/2023 | Atlas Private Wealth Advisors | 9,300 | $523K | 0.1% | +62.4% | 0.337% | |
8/3/2023 | Atria Wealth Solutions Inc. | 13,937 | $784K | 0.0% | +10.4% | 0.505% | |
7/31/2023 | LPL Financial LLC | 111,805 | $6.29M | 0.0% | +20.2% | 4.051% | |
7/28/2023 | Marquette Asset Management LLC | 85,665 | $4.82M | 1.2% | -0.3% | 3.104% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,334 | $581K | 0.0% | +2.0% | 0.374% | |
7/25/2023 | Raymond James & Associates | 4,235 | $238K | 0.0% | -6.4% | 0.153% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 3,979 | $224K | 0.1% | -9.1% | 0.144% | |
7/20/2023 | Smithbridge Asset Management Inc. DE | 7,647 | $430K | 0.1% | +15.4% | 0.277% | |
7/18/2023 | Smithbridge Asset Management Inc. DE | 6,079 | $337K | 0.1% | -8.3% | 0.220% | |
7/18/2023 | Noble Family Wealth LLC | 30,229 | $1.70M | 0.6% | -2.8% | 1.095% | |
7/17/2023 | Naples Global Advisors LLC | 3,760 | $211K | 0.0% | -5.1% | 0.136% | |
7/12/2023 | Pacific Sun Financial Corp | 8,603 | $462K | 0.3% | N/A | 0.312% | |
7/11/2023 | Arkansas Financial Group Inc. | 35,035 | $1.97M | 0.4% | +28.5% | 1.269% | |
5/22/2023 | American Trust | 5,409 | $281K | 0.0% | +12.9% | 0.192% | |
5/11/2023 | Noble Family Wealth LLC | 31,115 | $1.67M | 0.6% | N/A | 1.107% | |
5/11/2023 | Financial Advocates Investment Management | 4,788 | $257K | 0.0% | -45.4% | 0.170% | |
5/10/2023 | LPL Financial LLC | 93,044 | $4.99M | 0.0% | -3.5% | 3.311% | |
5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 48,038 | $2.58M | 0.1% | -1.4% | 1.710% | |
5/5/2023 | Truist Financial Corp | 3,978 | $213K | 0.0% | -43.8% | 0.142% | |
5/4/2023 | WESCAP Management Group Inc. | 36,630 | $1.97M | 0.7% | -9.2% | 1.304% | |
5/3/2023 | Arkansas Financial Group Inc. | 27,262 | $1.46M | 0.3% | +56.0% | 0.970% | |
5/1/2023 | Marquette Asset Management LLC | 85,927 | $4.61M | 1.2% | -2.1% | 3.058% | |
4/26/2023 | Chicago Partners Investment Group LLC | 144,005 | $7.48M | 0.4% | +7.6% | 5.125% | |
4/20/2023 | Smithbridge Asset Management Inc. DE | 6,628 | $356K | 0.1% | +9.0% | 0.236% | |
4/20/2023 | Camelot Portfolios LLC | 24,355 | $1.31M | 0.9% | -3.1% | 0.867% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 10,135 | $544K | 0.0% | -36.0% | 0.361% | |
4/12/2023 | Atlas Private Wealth Advisors | 5,728 | $307K | 0.1% | -24.9% | 0.204% | |
3/1/2023 | Smithbridge Asset Management Inc. DE | 6,079 | $337K | 0.1% | +13.4% | 0.233% | |
2/15/2023 | Atlas Private Wealth Advisors | 7,628 | $423K | 0.2% | +2.5% | 0.292% | |
2/13/2023 | Smith Moore & CO. | 8,296 | $460K | 0.1% | +4.1% | 0.318% | |
2/13/2023 | Baird Financial Group Inc. | 180,299 | $10.01M | 0.0% | -1.3% | 6.908% | |
2/13/2023 | Atria Wealth Solutions Inc. | 12,629 | $701K | 0.0% | +2.3% | 0.484% | |
2/10/2023 | WESCAP Management Group Inc. | 40,320 | $2.24M | 0.8% | -0.6% | 1.545% | |
2/10/2023 | CoreCap Advisors LLC | 1,456 | $81K | 0.0% | N/A | 0.056% | |
2/9/2023 | Chicago Partners Investment Group LLC | 133,783 | $8.13M | 0.5% | +7.8% | 5.126% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 15,843 | $879K | 0.0% | -11.5% | 0.607% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 5,327 | $296K | 0.0% | +19.6% | 0.204% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 48,696 | $2.70M | 0.1% | -3.4% | 1.866% | |
2/7/2023 | Commonwealth Equity Services LLC | 19,266 | $1.07M | 0.0% | +56.3% | 0.738% | |
2/7/2023 | LPL Financial LLC | 96,383 | $5.35M | 0.0% | -15.6% | 3.693% | |
2/7/2023 | IFP Advisors Inc | 2,283 | $114K | 0.0% | -7.6% | 0.087% | |
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2/7/2023 | Envestnet Asset Management Inc. | 16,533 | $918K | 0.0% | -19.0% | 0.633% | |
2/6/2023 | Arkansas Financial Group Inc. | 17,477 | $970K | 0.2% | N/A | 0.670% | |
2/3/2023 | Ausdal Financial Partners Inc. | 9,895 | $549K | 0.1% | -5.4% | 0.379% | |
2/3/2023 | Larson Financial Group LLC | 1,546 | $86K | 0.0% | -13.8% | 0.059% | |
2/1/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,030 | $501K | 0.1% | -2.5% | 0.346% | |
1/25/2023 | Camelot Portfolios LLC | 25,143 | $1.40M | 1.0% | -7.9% | 0.963% | |
1/12/2023 | Marquette Asset Management LLC | 87,734 | $4.87M | 1.4% | +1,487.9% | 3.311% | |
11/16/2022 | Almanack Investment Partners LLC. | 2,489 | $124K | 0.0% | N/A | 0.099% | |
11/15/2022 | Financial Advocates Investment Management | 90,477 | $4.52M | 0.4% | +13.7% | 3.414% | |
11/14/2022 | Smith Moore & CO. | 7,971 | $399K | 0.1% | +22.8% | 0.301% | |