5/11/2024 | Beaumont Financial Advisors LLC | 5,150 | $201K | 0.0% | N/A | 0.036% | |
5/7/2024 | Advantage Trust Co | 60,016 | $2.35M | 1.7% | -2.4% | 0.414% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 47,725 | $1.87M | 0.5% | -1.9% | 0.325% | |
4/24/2024 | Oak Family Advisors LLC | 12,380 | $484K | 0.2% | +15.4% | 0.084% | |
4/23/2024 | Strategic Blueprint LLC | 5,376 | $210K | 0.0% | N/A | 0.037% | |
4/18/2024 | AlphaMark Advisors LLC | 775 | $30K | 0.0% | -31.1% | 0.004% | |
|
4/5/2024 | NBC Securities Inc. | 893 | $34K | 0.0% | -23.2% | 0.005% | |
3/4/2024 | Vima LLC | 2,909 | $104K | 0.2% | N/A | 0.015% | |
2/7/2024 | NBC Securities Inc. | 1,163 | $41K | 0.0% | -39.2% | 0.006% | |
2/7/2024 | Advantage Trust Co | 61,467 | $2.20M | 1.7% | N/A | 0.323% | |
2/6/2024 | Resolute Wealth Strategies LLC | 6,136 | $220K | 0.1% | -7.2% | 0.032% | |
1/30/2024 | Oak Family Advisors LLC | 10,728 | $385K | 0.2% | -13.0% | 0.056% | |
1/29/2024 | Northstar Asset Management LLC | 48,625 | $1.74M | 0.5% | -10.8% | 0.255% | |
1/18/2024 | Planned Solutions Inc. | 878 | $31K | 0.0% | N/A | 0.005% | |
1/2/2024 | Anchor Investment Management LLC | 740 | $27K | 0.0% | N/A | 0.004% | |
11/27/2023 | AllSquare Wealth Management LLC | 8,300 | $259K | 0.2% | -14.8% | 0.044% | |
11/14/2023 | Resolute Wealth Strategies LLC | 6,614 | $207K | 0.2% | -5.2% | 0.035% | |
11/8/2023 | First Command Advisory Services Inc. | 2,574 | $80K | 0.0% | N/A | 0.014% | |
11/4/2023 | NBC Securities Inc. | 1,913 | $59K | 0.0% | N/A | 0.010% | |
10/25/2023 | Northstar Asset Management LLC | 54,525 | $1.70M | 0.5% | -9.5% | 0.286% | |
10/18/2023 | Strategic Blueprint LLC | 7,594 | $237K | 0.0% | +18.9% | 0.040% | |
8/8/2023 | Resolute Wealth Strategies LLC | 6,978 | $235K | 0.2% | -13.9% | 0.036% | |
8/2/2023 | Oak Family Advisors LLC | 12,394 | $417K | 0.2% | -8.3% | 0.064% | |
7/28/2023 | Northstar Asset Management LLC | 60,270 | $2.03M | 0.6% | -3.5% | 0.311% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,760 | $92K | 0.0% | -50.0% | 0.014% | |
7/11/2023 | Worth Asset Management LLC | 1,963 | $66K | 0.1% | N/A | 0.010% | |
5/4/2023 | Resolute Wealth Strategies LLC | 8,101 | $266K | 0.2% | N/A | 0.038% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 5,520 | $179K | 0.0% | +100.0% | 0.026% | |
4/25/2023 | Parallel Advisors LLC | 835 | $27K | 0.0% | -62.6% | 0.004% | |
4/25/2023 | Amarillo National Bank | 152,127 | $4.99M | 1.0% | -0.7% | 0.708% | |
4/24/2023 | Orca Investment Management LLC | 50,544 | $1.66M | 2.0% | -5.7% | 0.235% | |
4/24/2023 | Northstar Asset Management LLC | 62,470 | $2.05M | 0.6% | -14.4% | 0.291% | |
2/10/2023 | CoreCap Advisors LLC | 920 | $28K | 0.0% | N/A | 0.004% | |
2/6/2023 | Amarillo National Bank | 153,260 | $4.58M | 1.1% | -0.3% | 0.671% | |
2/6/2023 | AlphaMark Advisors LLC | 1,575 | $47K | 0.0% | -27.6% | 0.007% | |
2/1/2023 | Orca Investment Management LLC | 53,574 | $1.60M | 2.0% | -6.3% | 0.234% | |
1/31/2023 | Clearview Wealth Advisors LLC | 1,230 | $37K | 0.0% | -49.0% | 0.005% | |
1/27/2023 | Oak Family Advisors LLC | 13,513 | $404K | 0.2% | +3.9% | 0.059% | |
1/27/2023 | Northstar Asset Management LLC | 73,020 | $2.18M | 0.7% | -2.4% | 0.320% | |
1/25/2023 | Planned Solutions Inc. | 6,953 | $208K | 0.2% | N/A | 0.030% | |
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11/4/2022 | Sierra Capital LLC | 22,004 | $628K | 0.1% | -41.9% | 0.088% | |
10/26/2022 | Orca Investment Management LLC | 57,198 | $1.63M | 2.1% | -12.2% | 0.226% | |
10/24/2022 | Amarillo National Bank | 153,792 | $4.39M | 1.0% | +3.9% | 0.604% | |
10/19/2022 | Northstar Asset Management LLC | 74,820 | $2.13M | 0.7% | -54.5% | 0.294% | |
10/4/2022 | AdvisorNet Financial Inc | 1,617 | $46K | 0.0% | -29.1% | 0.006% | |
8/11/2022 | McGowan Group Asset Management Inc. | 18,806 | $593K | 0.1% | -16.8% | 0.069% | |
8/11/2022 | CoreCap Advisors LLC | 977 | $31K | 0.0% | N/A | 0.004% | |
8/5/2022 | OLD Mission Capital LLC | 86,670 | $2.73M | 0.1% | -28.0% | 0.317% | |
8/5/2022 | Clearview Wealth Advisors LLC | 2,478 | $78K | 0.1% | -10.2% | 0.009% | |
8/1/2022 | Parallel Advisors LLC | 2,231 | $70K | 0.0% | -11.8% | 0.008% | |
8/1/2022 | Ellis Investment Partners LLC | 33,735 | $1.06M | 0.3% | +1.4% | 0.124% | |
7/29/2022 | Oak Family Advisors LLC | 26,638 | $839K | 0.4% | -71.5% | 0.098% | |
7/21/2022 | Orca Investment Management LLC | 65,111 | $2.05M | 1.9% | -0.6% | 0.239% | |
7/20/2022 | Northstar Asset Management LLC | 164,450 | $5.18M | 1.6% | -10.2% | 0.602% | |
7/15/2022 | Amarillo National Bank | 147,956 | $4.66M | 1.0% | +0.2% | 0.542% | |
7/7/2022 | AdvisorNet Financial Inc | 2,282 | $72K | 0.0% | -38.7% | 0.008% | |
5/13/2022 | McGowan Group Asset Management Inc. | 22,606 | $849K | 0.1% | -2.6% | 0.078% | |
5/11/2022 | Tradition Wealth Management LLC | 5,828 | $219K | 0.0% | +5.7% | 0.020% | |
5/6/2022 | Accuvest Global Advisors | 13,670 | $513K | 0.3% | N/A | 0.047% | |
5/3/2022 | Sierra Capital LLC | 37,904 | $1.42M | 0.2% | -39.8% | 0.129% | |
5/3/2022 | Oak Family Advisors LLC | 93,389 | $3.51M | 1.4% | +1.9% | 0.318% | |
5/2/2022 | AlphaMark Advisors LLC | 3,900 | $146K | 0.1% | -23.5% | 0.013% | |
4/26/2022 | Northstar Asset Management LLC | 183,185 | $6.88M | 1.8% | -2.0% | 0.618% | |
4/22/2022 | Sonata Capital Group Inc. | 9,200 | $345K | 0.2% | -10.7% | 0.031% | |
4/20/2022 | Amarillo National Bank | 147,645 | $5.54M | 1.1% | -6.7% | 0.495% | |
4/14/2022 | First Command Bank | 2,574 | $97K | 0.0% | N/A | 0.009% | |
4/8/2022 | Planned Solutions Inc. | 6,902 | $259K | 0.2% | -5.7% | 0.023% | |
2/14/2022 | Stonebridge Capital Advisors LLC | 1,500 | $63K | 0.0% | -17.6% | 0.005% | |
2/10/2022 | Sierra Capital LLC | 62,934 | $2.62M | 0.4% | -34.9% | 0.199% | |
2/8/2022 | West Bancorporation Inc. | 1,500 | $63K | 0.0% | N/A | 0.005% | |
2/3/2022 | Planned Solutions Inc. | 7,323 | $305K | 0.2% | N/A | 0.023% | |
2/3/2022 | Northstar Asset Management LLC | 187,010 | $7.80M | 1.8% | -0.2% | 0.588% | |
2/2/2022 | Oak Family Advisors LLC | 91,641 | $3.82M | 1.4% | -1.6% | 0.288% | |
2/1/2022 | Ellis Investment Partners LLC | 33,146 | $1.38M | 0.3% | +3.5% | 0.104% | |
1/31/2022 | Orca Investment Management LLC | 65,428 | $2.73M | 2.2% | -1.9% | 0.204% | |
1/26/2022 | Sightline Wealth Advisors LLC | 5,211 | $219K | 0.2% | -51.8% | 0.016% | |
1/24/2022 | Amarillo National Bank | 158,263 | $6.60M | 1.3% | -7.4% | 0.487% | |
1/20/2022 | Parallel Advisors LLC | 2,525 | $105K | 0.0% | -50.0% | 0.008% | |
1/19/2022 | AdvisorNet Financial Inc | 3,696 | $154K | 0.0% | -8.2% | 0.011% | |
11/15/2021 | Flow Traders U.S. LLC | 23,366 | $849K | 0.0% | N/A | 0.070% | |
11/15/2021 | McGowan Group Asset Management Inc. | 14,977 | $544K | 0.1% | +121.6% | 0.045% | |
11/12/2021 | PSI Advisors LLC | 2,386 | $87K | 0.0% | N/A | 0.007% | |
11/9/2021 | L & S Advisors Inc | 30,875 | $1.12M | 0.1% | +4.3% | 0.092% | |
11/8/2021 | Sonata Capital Group Inc. | 10,300 | $374K | 0.2% | -7.2% | 0.031% | |
11/5/2021 | AlphaMark Advisors LLC | 5,100 | $185K | 0.1% | -14.3% | 0.015% | |
11/4/2021 | Strategic Asset Management LLC | 2,881 | $106K | 0.1% | N/A | 0.009% | |
10/29/2021 | Janney Montgomery Scott LLC | 6,254 | $227K | 0.0% | -11.8% | 0.018% | |
10/29/2021 | Northstar Asset Management LLC | 187,410 | $6.81M | 1.8% | -1.4% | 0.550% | |
10/25/2021 | Sightline Wealth Advisors LLC | 10,814 | $393K | 0.3% | -29.7% | 0.032% | |
10/19/2021 | Arkadios Wealth Advisors | 1,525 | $55K | 0.0% | +41.9% | 0.004% | |
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10/19/2021 | Amarillo National Bank | 170,992 | $6.21M | 1.3% | +0.2% | 0.500% | |
9/7/2021 | Newbridge Financial Services Group Inc. | 920 | $35K | 0.0% | +72.0% | 0.003% | |
8/17/2021 | Eubel Brady & Suttman Asset Management Inc. | 2,960 | $104K | 0.0% | -50.0% | 0.009% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 2,722 | $104K | 0.0% | -49.9% | 0.008% | |
8/13/2021 | Sigma Planning Corp | 15,707 | $598K | 0.0% | +33.4% | 0.046% | |
8/12/2021 | JPMorgan Chase & Co. | 124,056 | $4.72M | 0.0% | -4.4% | 0.365% | |
8/12/2021 | L & S Advisors Inc | 29,595 | $1.13M | 0.1% | +8.6% | 0.087% | |
8/12/2021 | Strategic Blueprint LLC | 1,551 | $59K | 0.0% | N/A | 0.005% | |
8/11/2021 | McGowan Group Asset Management Inc. | 6,760 | $257K | 0.0% | +4.1% | 0.020% | |
8/11/2021 | Baird Financial Group Inc. | 30,406 | $1.16M | 0.0% | +6.2% | 0.089% | |