4/12/2024 | Harbor Investment Advisory LLC | 16,426 | $815K | 0.1% | -23.2% | 0.232% | |
3/8/2024 | ICA Group Wealth Management LLC | 591 | $28K | 0.0% | N/A | 0.009% | |
1/26/2024 | Harbor Investment Advisory LLC | 21,399 | $1.02M | 0.1% | +37.7% | 0.315% | |
1/12/2024 | LVM Capital Management Ltd. MI | 109,255 | $5.18M | 0.7% | +10.9% | 1.631% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,453 | $116K | 0.0% | +38.1% | 0.037% | |
12/11/2023 | Sunbelt Securities Inc. | 912 | $38K | 0.0% | +55.9% | 0.014% | |
|
11/3/2023 | ORG Partners LLC | 3,023 | $124K | 0.0% | N/A | 0.046% | |
10/27/2023 | Princeton Global Asset Management LLC | 11,477 | $473K | 0.1% | -8.1% | 0.177% | |
10/13/2023 | Harbor Investment Advisory LLC | 15,539 | $640K | 0.1% | +35.7% | 0.244% | |
10/10/2023 | LVM Capital Management Ltd. MI | 98,555 | $4.06M | 0.6% | +7.4% | 1.545% | |
8/4/2023 | Princeton Global Asset Management LLC | 12,490 | $530K | 0.2% | -2.6% | 0.219% | |
8/2/2023 | Waverton Investment Management Ltd | 20,990 | $976K | 0.0% | -2.1% | 0.368% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,444 | $61K | 0.0% | +113.0% | 0.026% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,081 | $88K | 0.0% | +13.1% | 0.037% | |
7/14/2023 | Harbor Investment Advisory LLC | 11,449 | $486K | 0.1% | +16.0% | 0.203% | |
7/7/2023 | LVM Capital Management Ltd. MI | 91,806 | $3.90M | 0.5% | +5.9% | 1.631% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,840 | $76K | 0.0% | N/A | 0.034% | |
4/24/2023 | Asset Dedication LLC | 6,424 | $267K | 0.0% | +23.1% | 0.120% | |
4/20/2023 | Princeton Global Asset Management LLC | 12,817 | $533K | 0.2% | +4.9% | 0.240% | |
4/17/2023 | LVM Capital Management Ltd. MI | 86,696 | $3.60M | 0.5% | +20.8% | 1.624% | |
4/12/2023 | Private Trust Co. NA | 689 | $29K | 0.0% | N/A | 0.013% | |
2/10/2023 | CoreCap Advisors LLC | 1,408 | $57K | 0.0% | N/A | 0.026% | |
2/2/2023 | Waverton Investment Management Ltd | 21,440 | $943K | 0.0% | -4.9% | 0.403% | |
1/24/2023 | Harbor Investment Advisory LLC | 9,873 | $397K | 0.1% | +493.0% | 0.186% | |
1/18/2023 | Well Done LLC | 17,775 | $715K | 0.2% | N/A | 0.335% | |
1/3/2023 | LVM Capital Management Ltd. MI | 71,776 | $2.89M | 0.4% | +11.4% | 1.421% | |
11/15/2022 | Flow Traders U.S. LLC | 11,479 | $413K | 0.0% | N/A | 0.227% | |
11/14/2022 | Princeton Global Asset Management LLC | 12,217 | $439K | 0.2% | -5.2% | 0.242% | |
11/1/2022 | Harbor Investment Advisory LLC | 1,665 | $60K | 0.0% | N/A | 0.033% | |
10/5/2022 | LVM Capital Management Ltd. MI | 64,426 | $2.32M | 0.4% | +37.1% | 1.228% | |
9/16/2022 | Private Trust Co. NA | 1,739 | $69K | 0.0% | N/A | 0.033% | |
8/11/2022 | CoreCap Advisors LLC | 3,614 | $143K | 0.0% | -20.3% | 0.069% | |
8/4/2022 | Princeton Global Asset Management LLC | 12,892 | $512K | 0.2% | -4.6% | 0.247% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 4,217 | $167K | 0.0% | +84.3% | 0.079% | |
7/20/2022 | Cadence Bank NA | 7,116 | $283K | 0.1% | -5.1% | 0.135% | |
7/14/2022 | LVM Capital Management Ltd. MI | 46,983 | $1.87M | 0.3% | +9.1% | 0.900% | |
7/13/2022 | Waverton Investment Management Ltd | 22,540 | $1.01M | 0.0% | +2.0% | 0.432% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 2,288 | $102K | 0.0% | +31.5% | 0.045% | |
5/6/2022 | Princeton Global Asset Management LLC | 13,509 | $603K | 0.2% | -4.4% | 0.265% | |
4/21/2022 | Asset Dedication LLC | 5,152 | $229K | 0.0% | +6.9% | 0.102% | |
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4/18/2022 | Cadence Bank NA | 7,497 | $335K | 0.1% | +8.5% | 0.148% | |
4/13/2022 | LVM Capital Management Ltd. MI | 43,073 | $1.92M | 0.3% | +5.3% | 0.852% | |
2/10/2022 | Linscomb & Williams Inc. | 226,260 | $10.77M | 0.5% | -8.8% | 4.585% | |
2/7/2022 | Waverton Investment Management Ltd | 22,020 | $1.17M | 0.0% | +7.1% | 0.446% | |
2/2/2022 | Princeton Global Asset Management LLC | 14,134 | $673K | 0.2% | +5.9% | 0.286% | |
1/28/2022 | Amplius Wealth Advisors LLC | 3,000 | $142K | 0.0% | N/A | 0.064% | |
1/24/2022 | Private Wealth Strategies L.L.C. | 236,043 | $11.23M | 2.6% | +4.5% | 5.038% | |
1/19/2022 | Cadence Bank NA | 6,912 | $329K | 0.1% | -9.2% | 0.149% | |
1/4/2022 | LVM Capital Management Ltd. MI | 40,898 | $1.95M | 0.3% | -3.4% | 0.892% | |
11/24/2021 | Patriot Financial Group Insurance Agency LLC | 1,671 | $74K | 0.0% | +21.0% | 0.036% | |
11/15/2021 | Flow Traders U.S. LLC | 16,463 | $730K | 0.0% | -2.7% | 0.364% | |
11/3/2021 | Linscomb & Williams Inc. | 248,054 | $11.01M | 0.6% | -4.0% | 5.506% | |
11/3/2021 | Princeton Global Asset Management LLC | 592 | $59K | 0.2% | -95.6% | 0.013% | |
11/2/2021 | Parallel Advisors LLC | 627 | $28K | 0.0% | -57.4% | 0.014% | |
10/22/2021 | Cadence Bank NA | 7,609 | $337K | 0.1% | -7.4% | 0.170% | |
10/19/2021 | Ellevest Inc. | 908 | $40K | 0.0% | -26.0% | 0.021% | |
10/18/2021 | Asset Dedication LLC | 4,602 | $204K | 0.0% | +8.0% | 0.108% | |
10/18/2021 | Waverton Investment Management Ltd | 20,560 | $1.10M | 0.0% | +5.0% | 0.481% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 696 | $31K | 0.0% | +67.3% | 0.016% | |
8/24/2021 | Flow Traders U.S. LLC | 16,928 | $787K | 0.0% | N/A | 0.392% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 3,775 | $175K | 0.0% | -9.1% | 0.087% | |
8/10/2021 | Linscomb & Williams Inc. | 258,487 | $12.01M | 0.6% | -2.5% | 5.963% | |
8/6/2021 | Parallel Advisors LLC | 1,471 | $68K | 0.0% | N/A | 0.034% | |
8/4/2021 | Princeton Global Asset Management LLC | 13,480 | $626K | 0.2% | +32.4% | 0.310% | |
8/2/2021 | Waverton Investment Management Ltd | 19,590 | $1.07M | 0.0% | +20.0% | 0.449% | |
8/1/2021 | Patriot Financial Group Insurance Agency LLC | 1,381 | $64K | 0.0% | -24.4% | 0.032% | |
5/14/2021 | O Shaughnessy Asset Management LLC | 2,026 | $93K | 0.0% | N/A | 0.048% | |
5/12/2021 | Linscomb & Williams Inc. | 265,038 | $12.20M | 0.7% | -4.7% | 6.288% | |
5/11/2021 | Princeton Global Asset Management LLC | 10,184 | $469K | 0.2% | +13.9% | 0.242% | |
4/30/2021 | IFP Advisors Inc | 10,858 | $501K | 0.0% | -12.0% | 0.261% | |
4/28/2021 | Moloney Securities Asset Management LLC | 4,380 | $202K | 0.0% | N/A | 0.105% | |
4/27/2021 | Waverton Investment Management Ltd | 16,320 | $837K | 0.0% | +5.1% | 0.392% | |
4/6/2021 | LVM Capital Management Ltd. MI | 42,195 | $1.94M | 0.3% | -1.3% | 1.033% | |
2/17/2021 | IHT Wealth Management LLC | 5,252 | $208K | 0.0% | N/A | 0.140% | |
2/11/2021 | Linscomb & Williams Inc. | 278,200 | $11.00M | 0.7% | -2.9% | 7.429% | |
2/11/2021 | Redmond Asset Management LLC | 5,627 | $223K | 0.1% | N/A | 0.150% | |
2/9/2021 | Princeton Global Asset Management LLC | 8,939 | $354K | 0.1% | N/A | 0.240% | |
1/25/2021 | IFP Advisors Inc | 12,332 | $486K | 0.0% | +21.6% | 0.340% | |
1/22/2021 | Waverton Investment Management Ltd | 15,530 | $741K | 0.0% | +29.4% | 0.428% | |
1/15/2021 | Patriot Financial Group Insurance Agency LLC | 2,451 | $97K | 0.0% | +11.8% | 0.069% | |
10/29/2020 | IFP Advisors Inc | 10,141 | $310K | 0.0% | +2,891.4% | 0.322% | |
10/23/2020 | Cadence Bank NA | 8,567 | $263K | 0.1% | -59.0% | 0.272% | |
10/5/2020 | LVM Capital Management Ltd. MI | 42,800 | $1.31M | 0.3% | -33.5% | 1.359% | |
7/16/2020 | Waverton Investment Management Ltd | 12,000 | $468K | 0.0% | +7.5% | 0.381% | |
7/13/2020 | LVM Capital Management Ltd. MI | 64,365 | $1.93M | 0.4% | -10.6% | 2.043% | |
7/10/2020 | Patriot Financial Group Insurance Agency LLC | 1,461 | $44K | 0.0% | +325.9% | 0.046% | |
7/9/2020 | Starfire Investment Advisers Inc. | 21,804 | $654K | 0.3% | -3.4% | 0.692% | |