5/17/2024 | Tandem Capital Management Corp ADV | 6,045 | $210K | 0.1% | -4.9% | 0.029% | |
5/17/2024 | Comerica Bank | 2,937 | $102K | 0.0% | -27.6% | 0.014% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 11,975 | $415K | 0.0% | +17.0% | 0.057% | |
5/15/2024 | SVB Wealth LLC | 37,574 | $1.30M | 0.0% | -6.2% | 0.175% | |
5/9/2024 | SageView Advisory Group LLC | 14,177 | $492K | 0.0% | N/A | 0.066% | |
5/8/2024 | Avantax Advisory Services Inc. | 17,055 | $591K | 0.0% | -23.0% | 0.079% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 7,027 | $244K | 0.0% | -62.3% | 0.033% | |
5/7/2024 | Wealthspire Advisors LLC | 182,904 | $6.34M | 0.1% | +3.6% | 0.851% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,434 | $50K | 0.0% | -22.9% | 0.007% | |
5/4/2024 | Csenge Advisory Group | 31,930 | $1.11M | 0.1% | +43.8% | 0.147% | |
5/2/2024 | FinTrust Capital Advisors LLC | 2,589 | $90K | 0.0% | +72.6% | 0.012% | |
5/2/2024 | Hunter Associates Investment Management LLC | 15,857 | $548K | 0.1% | +9.0% | 0.073% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,457 | $467K | 0.0% | -6.6% | 0.062% | |
5/1/2024 | BNP Paribas Financial Markets | 203,434 | $7.06M | 0.0% | +78.3% | 0.935% | |
5/1/2024 | Private Advisor Group LLC | 12,218 | $424K | 0.0% | -77.1% | 0.056% | |
4/30/2024 | Camden National Bank | 6,514 | $226K | 0.0% | -7.3% | 0.030% | |
4/29/2024 | Commonwealth Equity Services LLC | 155,026 | $5.38M | 0.0% | -27.4% | 0.713% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 5,073 | $176K | 0.0% | -68.2% | 0.023% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 14,456 | $463K | 0.1% | -12.9% | 0.066% | |
4/26/2024 | JNBA Financial Advisors | 805 | $28K | 0.0% | -57.6% | 0.004% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,037 | $71K | 0.0% | N/A | 0.009% | |
4/26/2024 | Clear Creek Financial Management LLC | 6,050 | $210K | 0.0% | N/A | 0.028% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 85,817 | $2.98M | 0.0% | -5.5% | 0.392% | |
4/23/2024 | United Asset Strategies Inc. | 6,863 | $238K | 0.0% | N/A | 0.031% | |
4/23/2024 | Bluesphere Advisors LLC | 12,568 | $436K | 0.2% | -16.9% | 0.057% | |
4/23/2024 | Gerber LLC | 7,312 | $254K | 0.2% | -14.5% | 0.033% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 141,180 | $4.90M | 0.0% | -5.6% | 0.640% | |
4/22/2024 | PFG Investments LLC | 61,666 | $2.14M | 0.1% | +4.8% | 0.280% | |
4/16/2024 | Colorado Capital Management Inc. | 27,057 | $938K | 0.5% | +9.3% | 0.121% | |
4/12/2024 | Central Valley Advisors LLC | 10,798 | $374K | 0.2% | -5.1% | 0.048% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,151 | $40K | 0.0% | +64.2% | 0.005% | |
4/11/2024 | City Holding Co. | 2,705 | $94K | 0.0% | -64.6% | 0.012% | |
4/1/2024 | Park National Corp OH | 16,772 | $582K | 0.0% | -2.2% | 0.065% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,225 | $347K | 0.0% | +50.2% | 0.032% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,238 | $432K | 0.0% | -14.5% | 0.040% | |
3/14/2024 | Leo Wealth LLC | 5,561 | $234K | 0.0% | N/A | 0.022% | |
3/5/2024 | Gerber LLC | 8,551 | $361K | 0.3% | N/A | 0.033% | |
2/28/2024 | Bbjs Financial Advisors LLC | 1,526 | $64K | 0.0% | +158.6% | 0.006% | |
2/26/2024 | Syon Capital LLC | 15,010 | $633K | 0.1% | N/A | 0.058% | |
2/20/2024 | Able Wealth Management LLC | 1,083 | $46K | 0.0% | N/A | 0.004% | |
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2/14/2024 | Mmbg Investment Advisors CO. | 7,150 | $302K | 0.0% | +126.3% | 0.028% | |
2/13/2024 | CIBC Private Wealth Group LLC | 667,633 | $28.15M | 0.1% | -27.8% | 2.598% | |
2/13/2024 | Jones Financial Companies Lllp | 5,700 | $240K | 0.0% | -16.6% | 0.022% | |
2/12/2024 | Tradition Wealth Management LLC | 2,750 | $116K | 0.0% | +1,275.0% | 0.011% | |
2/12/2024 | Camden National Bank | 7,029 | $296K | 0.1% | -10.0% | 0.027% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,530 | $739K | 0.0% | -31.0% | 0.068% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 17,330 | $731K | 0.0% | N/A | 0.067% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 90,822 | $3.83M | 0.0% | -14.6% | 0.353% | |
2/9/2024 | WBI Investments LLC | 12,251 | $517K | 0.1% | +108.1% | 0.048% | |
2/9/2024 | Central Valley Advisors LLC | 11,378 | $480K | 0.3% | N/A | 0.044% | |
2/9/2024 | Milestone Investment Advisors LLC | 25,917 | $1.09M | 0.3% | N/A | 0.101% | |
2/9/2024 | D.A. Davidson & CO. | 7,829 | $330K | 0.0% | -19.9% | 0.030% | |
2/9/2024 | Wells Fargo & Company MN | 317,100 | $13.37M | 0.0% | -19.3% | 1.234% | |
2/9/2024 | Paragon Private Wealth Management LLC | 11,563 | $488K | 0.3% | -11.5% | 0.045% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 9,261 | $391K | 0.0% | -27.9% | 0.036% | |
2/9/2024 | UBS Group AG | 423,946 | $17.88M | 0.0% | -21.0% | 1.650% | |
2/9/2024 | PNC Financial Services Group Inc. | 8,225 | $347K | 0.0% | +50.2% | 0.032% | |
2/8/2024 | Financial Advocates Investment Management | 7,118 | $300K | 0.0% | -19.0% | 0.028% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,172 | $260K | 0.0% | N/A | 0.024% | |
2/8/2024 | Janney Montgomery Scott LLC | 14,409 | $608K | 0.0% | -25.3% | 0.056% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 32,146 | $1.36M | 0.0% | -39.5% | 0.125% | |
2/7/2024 | Avantax Advisory Services Inc. | 22,148 | $934K | 0.0% | -17.8% | 0.086% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,135 | $301K | 0.0% | +37.6% | 0.028% | |
2/7/2024 | NBC Securities Inc. | 4,715 | $198K | 0.0% | -11.9% | 0.018% | |
2/7/2024 | BNP Paribas Financial Markets | 114,081 | $4.81M | 0.0% | +43.0% | 0.444% | |
2/7/2024 | Berger Financial Group Inc | 5,956 | $251K | 0.0% | -19.2% | 0.023% | |
2/7/2024 | Principal Securities Inc. | 3,336 | $141K | 0.0% | N/A | 0.013% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,986 | $84K | 0.0% | -15.1% | 0.008% | |
2/7/2024 | Wealthspire Advisors LLC | 176,477 | $7.44M | 0.1% | -18.5% | 0.687% | |
2/6/2024 | EdgeRock Capital LLC | 2,323 | $98K | 0.1% | N/A | 0.009% | |
2/6/2024 | Private Advisor Group LLC | 53,278 | $2.24M | 0.0% | +66.3% | 0.207% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 15,931 | $672K | 0.0% | +8.4% | 0.062% | |
2/6/2024 | SRS Capital Advisors Inc. | 6,802 | $287K | 0.0% | +284.9% | 0.026% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 1,145 | $48K | 0.0% | N/A | 0.004% | |
2/5/2024 | Kestra Private Wealth Services LLC | 15,296 | $645K | 0.0% | -51.3% | 0.060% | |
2/5/2024 | Bluesphere Advisors LLC | 15,119 | $638K | 0.4% | -21.2% | 0.059% | |
2/2/2024 | Truist Financial Corp | 5,797 | $244K | 0.0% | -45.6% | 0.022% | |
2/2/2024 | TAP Consulting LLC | 31,155 | $1.31M | 0.3% | +2.0% | 0.121% | |
2/2/2024 | Syon Capital LLC | 15,010 | $633K | 0.0% | N/A | 0.058% | |
2/2/2024 | Eley Financial Management Inc | 6,127 | $258K | 0.1% | -56.7% | 0.024% | |
2/2/2024 | Atria Wealth Solutions Inc. | 75,058 | $3.17M | 0.0% | -11.8% | 0.290% | |
2/1/2024 | Sigma Planning Corp | 9,133 | $385K | 0.0% | -64.0% | 0.035% | |
2/1/2024 | CWM LLC | 15,577 | $657K | 0.0% | +3.2% | 0.060% | |
1/31/2024 | Hunter Associates Investment Management LLC | 14,551 | $610K | 0.1% | +64.3% | 0.056% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 16,591 | $700K | 0.1% | -5.5% | 0.064% | |
1/31/2024 | Western Wealth Management LLC | 8,922 | $376K | 0.0% | -8.4% | 0.035% | |
1/30/2024 | SVB Wealth LLC | 40,069 | $1.69M | 0.0% | -32.3% | 0.155% | |
1/30/2024 | Capital Analysts LLC | 11,349 | $479K | 0.0% | +16.0% | 0.044% | |
1/29/2024 | Essex LLC | 5,732 | $242K | 0.1% | -30.9% | 0.022% | |
1/29/2024 | Meitav Investment House Ltd. | 46,560 | $1.96M | 0.0% | -34.7% | 0.180% | |
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1/29/2024 | Money Design Co. Ltd. | 135,836 | $5.73M | 0.3% | -18.5% | 0.525% | |
1/26/2024 | Toth Financial Advisory Corp | 1,908 | $80K | 0.0% | +1,002.9% | 0.007% | |
1/25/2024 | HBK Sorce Advisory LLC | 7,072 | $298K | 0.0% | +8.3% | 0.027% | |
1/25/2024 | International Assets Investment Management LLC | 22,645 | $955K | 0.0% | N/A | 0.087% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,231 | $305K | 0.0% | -5.8% | 0.028% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 89,767 | $3.79M | 0.1% | -2.9% | 0.345% | |
1/24/2024 | International Assets Investment Management LLC | 22,645 | $955K | 0.0% | N/A | 0.087% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 20,879 | $881K | 0.2% | +4.5% | 0.080% | |
1/22/2024 | Pallas Capital Advisors LLC | 10,999 | $464K | 0.0% | -38.5% | 0.042% | |
1/22/2024 | Secure Asset Management LLC | 10,065 | $424K | 0.1% | -8.4% | 0.038% | |