5/17/2024 | WealthPlan Investment Management LLC | 23,482 | $279K | 0.0% | -4.7% | 0.006% | |
5/17/2024 | Comerica Bank | 177,530 | $2.11M | 0.0% | +28.3% | 0.047% | |
5/17/2024 | Consultiva Wealth Management CORP. | 8,093 | $96K | 0.9% | N/A | 0.002% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 25,470 | $279K | 0.0% | +22.7% | 0.007% | |
5/16/2024 | Waverly Advisors LLC | 143,211 | $1.70M | 0.0% | N/A | 0.038% | |
5/15/2024 | Quadrature Capital Ltd | 65,331 | $777K | 0.0% | N/A | 0.017% | |
|
5/14/2024 | Sheaff Brock Investment Advisors LLC | 25,487 | $303K | 0.0% | -19.0% | 0.007% | |
5/14/2024 | EP Wealth Advisors LLC | 19,401 | $230K | 0.0% | N/A | 0.005% | |
5/14/2024 | CreativeOne Wealth LLC | 19,485 | $232K | 0.0% | +91.1% | 0.005% | |
5/13/2024 | Hilltop Partners LLC | 18,238 | $217K | 0.1% | -13.2% | 0.005% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 23,430 | $278K | 0.2% | -49.5% | 0.006% | |
5/10/2024 | Osaic Holdings Inc. | 2,027,101 | $24.08M | 0.1% | +10.4% | 0.541% | |
5/10/2024 | Glaxis Capital Management LLC | 75,000 | $891K | 1.6% | +2.7% | 0.020% | |
5/9/2024 | Orion Portfolio Solutions LLC | 207,188 | $2.46M | 0.0% | +3.4% | 0.055% | |
5/9/2024 | Blair William & Co. IL | 355,240 | $4.22M | 0.0% | +17.5% | 0.095% | |
5/9/2024 | HBK Sorce Advisory LLC | 195,070 | $2.32M | 0.1% | +5.8% | 0.052% | |
5/9/2024 | Landaas & Co. WI ADV | 28,987 | $344K | 0.1% | -14.3% | 0.008% | |
5/9/2024 | Koshinski Asset Management Inc. | 12,885 | $153K | 0.0% | -71.0% | 0.003% | |
5/8/2024 | Advisors Preferred LLC | 865,646 | $10.29M | 1.7% | +155.1% | 0.231% | |
5/8/2024 | Bleakley Financial Group LLC | 16,773 | $199K | 0.0% | -30.9% | 0.004% | |
5/8/2024 | Avantax Advisory Services Inc. | 109,968 | $1.31M | 0.0% | +2.3% | 0.029% | |
5/8/2024 | US Bancorp DE | 30,017 | $357K | 0.0% | +9.8% | 0.008% | |
5/8/2024 | Headlands Technologies LLC | 10,839 | $129K | 0.0% | +48.9% | 0.003% | |
5/7/2024 | KCM Investment Advisors LLC | 431,554 | $5.13M | 0.2% | -7.9% | 0.115% | |
5/7/2024 | Oppenheimer & Co. Inc. | 211,020 | $2.51M | 0.0% | +16.4% | 0.056% | |
5/7/2024 | Wealthspire Advisors LLC | 117,108 | $1.39M | 0.0% | -38.5% | 0.031% | |
5/7/2024 | Howard Wealth Management LLC | 157,566 | $1.87M | 1.5% | -4.7% | 0.042% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,930 | $272K | 0.0% | -3.9% | 0.006% | |
5/6/2024 | Kades & Cheifetz LLC | 273,846 | $3.25M | 2.1% | -0.7% | 0.073% | |
5/6/2024 | Oxbow Advisors LLC | 21,295 | $253K | 0.0% | -24.6% | 0.006% | |
5/6/2024 | Advisory Alpha LLC | 151,292 | $1.80M | 0.1% | -9.1% | 0.040% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 10,630 | $126K | 0.1% | -44.0% | 0.003% | |
5/4/2024 | Noesis Capital Mangement Corp | 435,220 | $5.17M | 1.1% | +0.5% | 0.116% | |
5/4/2024 | Geneos Wealth Management Inc. | 271,062 | $3.22M | 0.1% | +12.3% | 0.072% | |
5/4/2024 | Buck Wealth Strategies LLC | 34,560 | $411K | 0.1% | N/A | 0.009% | |
5/4/2024 | Team Hewins LLC | 31,206 | $371K | 0.1% | N/A | 0.008% | |
5/4/2024 | Csenge Advisory Group | 25,418 | $302K | 0.0% | -12.2% | 0.007% | |
5/3/2024 | Wellington Shields Capital Management LLC | 5,614 | $67K | 0.0% | -30.9% | 0.001% | |
5/3/2024 | Central Pacific Bank Trust Division | 3,840 | $46K | 0.0% | N/A | 0.001% | |
5/2/2024 | FinTrust Capital Advisors LLC | 12,215 | $145K | 0.0% | -18.2% | 0.003% | |
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5/2/2024 | Greenwood Capital Associates LLC | 16,865 | $200K | 0.0% | -5.6% | 0.005% | |
5/1/2024 | Stone Point Wealth LLC | 29,525 | $351K | 0.1% | -55.7% | 0.008% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 499,824 | $5.94M | 1.5% | +0.3% | 0.134% | |
5/1/2024 | Janney Montgomery Scott LLC | 478,233 | $5.68M | 0.0% | -56.8% | 0.128% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 49,030 | $582K | 0.0% | -21.9% | 0.013% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,300 | $39K | 0.0% | -45.7% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 14,191 | $169K | 0.1% | -63.6% | 0.004% | |
5/1/2024 | Sequoia Financial Advisors LLC | 100,441 | $1.19M | 0.0% | +5.8% | 0.027% | |
5/1/2024 | Diversify Advisory Services LLC | 17,824 | $212K | 0.0% | N/A | 0.005% | |
4/30/2024 | Private Advisor Group LLC | 598,677 | $7.11M | 0.1% | -16.8% | 0.160% | |
4/30/2024 | Saxony Capital Management LLC | 10,425 | $124K | 0.1% | N/A | 0.003% | |
4/30/2024 | Beam Wealth Advisors Inc. | 108,385 | $1.29M | 0.8% | -0.8% | 0.029% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 692,159 | $8.22M | 3.4% | +2.1% | 0.185% | |
4/30/2024 | Perigon Wealth Management LLC | 26,623 | $316K | 0.0% | +5.8% | 0.007% | |
4/30/2024 | Madison Wealth Partners Inc | 100,811 | $1.20M | 0.4% | -2.2% | 0.027% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,066,841 | $12.67M | 0.0% | +3.6% | 0.286% | |
4/29/2024 | Field & Main Bank | 269,475 | $3.20M | 1.2% | +149.5% | 0.072% | |
4/29/2024 | Spectrum Asset Management Inc. | 3,518,408 | $41.80M | 73.0% | -4.8% | 0.943% | |
4/29/2024 | Crew Capital Management Ltd. | 32,349 | $384K | 0.3% | N/A | 0.009% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 666,249 | $7.92M | 1.6% | -0.8% | 0.179% | |
4/26/2024 | Prairiewood Capital LLC | 480,080 | $5.70M | 2.7% | +9.8% | 0.129% | |
4/26/2024 | Advisors Management Group Inc. ADV | 1,150,641 | $13.67M | 3.4% | +3.1% | 0.308% | |
4/26/2024 | Narwhal Capital Management | 43,000 | $511K | 0.1% | -6.5% | 0.012% | |
4/26/2024 | MONECO Advisors LLC | 25,880 | $307K | 0.0% | -79.7% | 0.007% | |
4/26/2024 | KG&L Capital Management LLC | 225,066 | $2.67M | 1.1% | -3.1% | 0.060% | |
4/26/2024 | Checchi Capital Advisers LLC | 1,179,185 | $14.01M | 1.1% | +11.4% | 0.316% | |
4/25/2024 | Allworth Financial LP | 3,380,662 | $40.16M | 0.3% | +7.0% | 0.906% | |
4/25/2024 | Capital Investment Advisory Services LLC | 6,531 | $78K | 0.0% | -22.9% | 0.002% | |
4/25/2024 | Summit Financial LLC | 48,320 | $574K | 0.0% | +56.8% | 0.013% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 905,287 | $10.76M | 0.0% | -3.6% | 0.243% | |
4/24/2024 | CENTRAL TRUST Co | 57,866 | $687K | 0.0% | -19.0% | 0.016% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 15,059 | $179K | 0.1% | -11.8% | 0.004% | |
4/24/2024 | Trinity Legacy Partners LLC | 20,846 | $248K | 0.1% | -97.2% | 0.006% | |
4/24/2024 | Simplicity Wealth LLC | 16,773 | $199K | 0.0% | N/A | 0.004% | |
4/23/2024 | Iowa State Bank | 1,268,750 | $15.07M | 3.3% | -9.0% | 0.340% | |
4/23/2024 | Global Retirement Partners LLC | 99,514 | $1.18M | 0.0% | -12.4% | 0.027% | |
4/23/2024 | Wealth Advisory Solutions LLC | 30,465 | $362K | 0.1% | +55.2% | 0.008% | |
4/23/2024 | Community Financial Services Group LLC | 108,804 | $1.29M | 0.3% | N/A | 0.029% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 41,546 | $494K | 0.0% | -4.8% | 0.011% | |
4/23/2024 | McAdam LLC | 670,793 | $7.97M | 0.5% | +7.9% | 0.180% | |
4/23/2024 | Duncker Streett & Co. Inc. | 9,000 | $107K | 0.0% | +63.6% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,318,029 | $15.66M | 0.0% | +53.9% | 0.353% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 182,235 | $2.17M | 1.9% | +34.5% | 0.049% | |
4/22/2024 | PFG Investments LLC | 17,460 | $207K | 0.0% | N/A | 0.005% | |
4/22/2024 | Raymond James & Associates | 888,952 | $10.56M | 0.0% | +7.8% | 0.238% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 61,070 | $726K | 0.0% | -1.8% | 0.016% | |
4/19/2024 | Accel Wealth Management | 72,625 | $863K | 0.4% | -6.4% | 0.019% | |
4/19/2024 | Albion Financial Group UT | 96,024 | $1.14M | 0.1% | +8.7% | 0.026% | |
4/18/2024 | Plimoth Trust Co. LLC | 503,478 | $5.98M | 1.6% | +3.8% | 0.135% | |
4/18/2024 | O ROURKE & COMPANY Inc | 184,212 | $2.19M | 1.3% | -3.9% | 0.049% | |
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4/17/2024 | Atticus Wealth Management LLC | 24,661 | $293K | 0.1% | -4.7% | 0.007% | |
4/17/2024 | Private Ocean LLC | 7,920 | $94K | 0.0% | N/A | 0.002% | |
4/16/2024 | Trifecta Capital Advisors LLC | 3,535 | $42K | 0.0% | -40.8% | 0.001% | |
4/16/2024 | Independence Bank of Kentucky | 66,227 | $787K | 0.2% | -4.7% | 0.018% | |
4/16/2024 | Edge Wealth Management LLC | 30,167 | $358K | 0.1% | -24.0% | 0.008% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 108,465 | $1.29M | 0.0% | +21.3% | 0.029% | |
4/15/2024 | Stonebridge Advisors LLC | 1,682,794 | $19.99M | 4.2% | -9.9% | 0.408% | |
4/15/2024 | Sunbelt Securities Inc. | 10,030 | $119K | 0.0% | -37.5% | 0.002% | |
4/15/2024 | Sound Income Strategies LLC | 390,825 | $4.64M | 0.3% | +9.9% | 0.095% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 157,928 | $1.88M | 1.1% | -3.3% | 0.038% | |