1/21/2025 | GSB Wealth Management LLC | 275,405 | $2.43M | 0.6% | -0.9% | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 6,024 | $53K | 0.0% | +62.8% | 0.000% | |
1/21/2025 | Fifth Third Bancorp | 10,033 | $88K | 0.0% | +84.7% | 0.000% | |
1/21/2025 | RFG Advisory LLC | 26,984 | $0.24M | 0.0% | +104.5% | 0.000% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 10,413 | $92K | 0.0% | -42.2% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 108,623 | $0.96M | 0.0% | +92.5% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 21,489 | $0.19M | 0.0% | -28.2% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 375,229 | $3.31M | 0.0% | -7.1% | 0.000% | |
1/17/2025 | XML Financial LLC | 15,177 | $0.13M | 0.0% | -10.1% | 0.000% | |
1/16/2025 | UMB Bank n.a. | 3,847 | $34K | 0.0% | N/A | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 54,388 | $0.48M | 0.0% | N/A | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 40,123 | $0.35M | 0.0% | -2.6% | 0.000% | |
1/15/2025 | RDA Financial Network | 113,638 | $1M | 0.3% | +2.2% | 0.000% | |
1/14/2025 | Signal Advisors Wealth LLC | 100,422 | $0.89M | 0.1% | -3.9% | 0.000% | |
1/13/2025 | Miracle Mile Advisors LLC | 40,438 | $0.36M | 0.0% | +100.2% | 0.000% | |
1/13/2025 | Future Financial Wealth Managment LLC | 13,000 | $0.12M | 0.1% | +160.0% | 0.000% | |
1/13/2025 | Brookstone Capital Management | 54,671 | $0.48M | 0.0% | +12.7% | 0.000% | |
1/6/2025 | Bard Financial Services Inc. | 86,495 | $0.76M | 0.1% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 65,892 | $0.62M | 0.0% | +4.6% | 0.019% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 99,911 | $1M | 0.0% | -18.1% | 0.028% | |
11/21/2024 | Wealthquest Corp | 18,100 | $0.18M | 0.0% | N/A | 0.005% | |
11/19/2024 | Barclays PLC | 120,000 | $1.21M | 0.0% | N/A | 0.034% | |
11/15/2024 | Barclays PLC | 120,000 | $1.21M | 0.0% | N/A | 0.034% | |
11/15/2024 | MML Investors Services LLC | 121,095 | $1.22M | 0.0% | -7.5% | 0.034% | |
11/15/2024 | Stifel Financial Corp | 64,144 | $0.64M | 0.0% | +9.4% | 0.018% | |
11/15/2024 | Safe Harbor Fiduciary LLC | 2,785 | $28K | 0.0% | N/A | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 425,789 | $4.28M | 0.1% | +257.6% | 0.120% | |
11/15/2024 | HighTower Advisors LLC | 40,096 | $0.40M | 0.0% | -3.4% | 0.011% | |
11/15/2024 | Mark Sheptoff Financial Planning LLC | 4,891 | $49K | 0.0% | -18.4% | 0.001% | |
11/14/2024 | TRUE Private Wealth Advisors | 10,144 | $0.10M | 0.0% | N/A | 0.003% | |
11/14/2024 | Captrust Financial Advisors | 90,623 | $0.91M | 0.0% | -3.9% | 0.026% | |
11/14/2024 | CreativeOne Wealth LLC | 18,994 | $0.19M | 0.0% | +25.5% | 0.005% | |
11/13/2024 | D.A. Davidson & CO. | 179,881 | $1.81M | 0.0% | -3.1% | 0.051% | |
11/12/2024 | Larson Financial Group LLC | 5,422 | $54K | 0.0% | N/A | 0.002% | |
11/12/2024 | Great Valley Advisor Group Inc. | 28,649 | $0.29M | 0.0% | +19.7% | 0.008% | |
11/12/2024 | Raymond James Trust N.A. | 15,726 | $0.16M | 0.0% | N/A | 0.004% | |
11/8/2024 | Avior Wealth Management LLC | 56,433 | $0.57M | 0.0% | N/A | 0.016% | |
11/8/2024 | Prospera Financial Services Inc | 33,188 | $0.33M | 0.0% | +13.8% | 0.009% | |
11/7/2024 | Semus Wealth Partners LLC | 21,997 | $0.22M | 0.2% | -16.9% | 0.006% | |
11/7/2024 | Thrivent Financial for Lutherans | 135,695 | $1.36M | 0.0% | +350.1% | 0.038% | |
11/6/2024 | OneDigital Investment Advisors LLC | 12,508 | $0.13M | 0.0% | +11.2% | 0.004% | |
11/6/2024 | Lifeworks Advisors LLC | 15,019 | $0.15M | 0.0% | N/A | 0.004% | |
11/6/2024 | Oppenheimer & Co. Inc. | 88,674 | $0.89M | 0.0% | -5.2% | 0.025% | |
11/5/2024 | First Heartland Consultants Inc. | 277,516 | $2.79M | 0.3% | +0.5% | 0.078% | |
11/5/2024 | Verus Capital Partners LLC | 46,419 | $0.47M | 0.0% | -22.8% | 0.013% | |
11/5/2024 | Apollon Wealth Management LLC | 853,015 | $8.56M | 0.2% | +2.9% | 0.240% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 12,668 | $0.13M | 0.0% | N/A | 0.004% | |
11/4/2024 | Sigma Planning Corp | 52,885 | $0.53M | 0.0% | -2.4% | 0.015% | |
11/2/2024 | XML Financial LLC | 16,890 | $0.17M | 0.0% | -11.5% | 0.005% | |
11/1/2024 | CWA Asset Management Group LLC | 10,829 | $0.11M | 0.0% | N/A | 0.003% | |
10/29/2024 | Janney Montgomery Scott LLC | 403,997 | $4.06M | 0.0% | -4.2% | 0.114% | |
10/29/2024 | Indie Asset Partners LLC | 52,450 | $0.53M | 0.4% | -3.1% | 0.015% | |
10/29/2024 | Clear Creek Financial Management LLC | 81,258 | $0.82M | 0.1% | -9.9% | 0.023% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 58,671 | $0.59M | 0.0% | +7.4% | 0.017% | |
10/28/2024 | US Bancorp DE | 77,855 | $0.78M | 0.0% | +5.1% | 0.022% | |
10/25/2024 | GSB Wealth Management LLC | 277,893 | $2.79M | 0.7% | -4.4% | 0.078% | |
10/25/2024 | American Financial Advisors LLC | 754,877 | $7.58M | 1.0% | -11.9% | 0.213% | |
10/25/2024 | Strategic Blueprint LLC | 34,870 | $0.35M | 0.0% | -5.1% | 0.010% | |
10/25/2024 | Integrated Advisors Network LLC | 14,637 | $0.15M | 0.0% | N/A | 0.004% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,292,204 | $12.97M | 2.0% | +4.1% | 0.364% | |
10/24/2024 | J.W. Cole Advisors Inc. | 621,270 | $6.24M | 0.3% | +43.4% | 0.175% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 61,648 | $0.62M | 0.0% | -34.3% | 0.017% | |
10/24/2024 | PFG Investments LLC | 52,485 | $0.53M | 0.0% | +12.8% | 0.015% | |
10/22/2024 | Private Advisor Group LLC | 121,296 | $1.22M | 0.0% | -13.5% | 0.034% | |
10/21/2024 | Calton & Associates Inc. | 32,630 | $0.33M | 0.1% | N/A | 0.009% | |
10/21/2024 | Foundations Investment Advisors LLC | 430,527 | $4.32M | 0.1% | -4.2% | 0.121% | |
10/18/2024 | Raymond James & Associates | 565,350 | $5.68M | 0.0% | +4.9% | 0.159% | |
10/15/2024 | RDA Financial Network | 111,168 | $1.12M | 0.3% | +54.6% | 0.031% | |
10/11/2024 | Creative Planning | 148,984 | $1.50M | 0.0% | +93.8% | 0.042% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,400 | $44K | 0.0% | N/A | 0.001% | |
10/10/2024 | Koshinski Asset Management Inc. | 124,490 | $1.25M | 0.1% | +21.9% | 0.035% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 21,147 | $0.21M | 0.0% | +71.5% | 0.006% | |
10/9/2024 | Cerro Pacific Wealth Advisors LLC | 18,026 | $0.18M | 0.1% | N/A | 0.005% | |
10/8/2024 | CWM LLC | 27,761 | $0.28M | 0.0% | +20.5% | 0.008% | |
10/8/2024 | Future Financial Wealth Managment LLC | 5,000 | $50K | 0.0% | N/A | 0.001% | |
10/8/2024 | Gill Capital Partners LLC | 26,489 | $0.27M | 0.1% | -4.0% | 0.007% | |
10/8/2024 | Sovereign Financial Group Inc. | 29,515 | $0.30M | 0.1% | -13.5% | 0.008% | |
10/8/2024 | Axiom Advisory LLC | 214,400 | $1.96M | 0.0% | +1.6% | 0.060% | |
10/7/2024 | McLean Asset Management Corp | 20,934 | $0.20M | 0.1% | N/A | 0.006% | |
10/7/2024 | Miracle Mile Advisors LLC | 20,200 | $0.20M | 0.0% | -6.9% | 0.006% | |
9/5/2024 | Sanctuary Advisors LLC | 62,985 | $0.56M | 0.0% | N/A | 0.018% | |
8/22/2024 | Cetera Investment Advisers | 1,198,206 | $9.85M | 0.0% | -2.5% | 0.338% | |
8/21/2024 | Truist Financial Corp | 90,605 | $0.75M | 0.0% | +18.9% | 0.026% | |
8/16/2024 | Creative Planning | 76,884 | $0.63M | 0.0% | -17.4% | 0.022% | |
8/13/2024 | Balanced Wealth Group LLC | 27,632 | $0.23M | 0.1% | -4.8% | 0.008% | |
8/13/2024 | MAS Advisors LLC | 99,926 | $0.82M | 2.0% | +2.6% | 0.028% | |
8/13/2024 | Waters Parkerson & CO. LLC | 20,404 | $0.17M | 0.0% | -51.9% | 0.006% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 9,647 | $79K | 0.0% | +13.5% | 0.003% | |
8/10/2024 | Stock Yards Bank & Trust Co. | 121,925 | $1M | 0.0% | +4.1% | 0.034% | |
8/8/2024 | J.W. Cole Advisors Inc. | 433,331 | $3.56M | 0.2% | +3.6% | 0.122% | |
8/8/2024 | SYM FINANCIAL Corp | 11,260 | $93K | 0.0% | N/A | 0.003% | |
8/8/2024 | HBK Sorce Advisory LLC | 18,968 | $0.16M | 0.0% | -9.0% | 0.005% | |
8/8/2024 | HHM Wealth Advisors LLC | 28,639 | $0.24M | 0.0% | N/A | 0.008% | |
8/7/2024 | GEM Asset Management LLC | 10,135 | $83K | 0.1% | N/A | 0.003% | |
8/7/2024 | Choreo LLC | 24,574 | $0.20M | 0.0% | N/A | 0.007% | |
8/7/2024 | PFG Investments LLC | 46,534 | $0.38M | 0.0% | +3.8% | 0.013% | |
8/5/2024 | Private Advisor Group LLC | 140,230 | $1.15M | 0.0% | -19.7% | 0.040% | |
8/5/2024 | N.E.W. Advisory Services LLC | 473,109 | $3.89M | 0.4% | +6.0% | 0.133% | |
8/2/2024 | Foundations Investment Advisors LLC | 449,390 | $3.69M | 0.1% | -6.3% | 0.127% | |
8/2/2024 | Wolverine Asset Management LLC | 231,293 | $1.90M | 0.0% | +5,329.4% | 0.065% | |