4/24/2024 | Blue Bell Private Wealth Management LLC | 228,790 | $2.16M | 0.5% | +12.4% | 0.470% | |
4/23/2024 | Sapient Capital LLC | 87,292 | $0.83M | 0.0% | +1.9% | 0.179% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,431,325 | $13.53M | 0.0% | -2.2% | 2.943% | |
4/18/2024 | Diversified Trust Co | 16,394 | $0.16M | 0.0% | -29.9% | 0.034% | |
3/1/2024 | ARK & TLK Investments LLC | 22,817 | $0.21M | 0.1% | N/A | 0.047% | |
2/28/2024 | EP Wealth Advisors LLC | 53,266 | $0.49M | 0.0% | +2.3% | 0.110% | |
2/13/2024 | Peapack Gladstone Financial Corp | 26,488 | $0.25M | 0.0% | -17.7% | 0.054% | |
2/13/2024 | Bard Associates Inc. | 224,601 | $2.08M | 0.8% | -5.5% | 0.462% | |
2/13/2024 | 1607 Capital Partners LLC | 607,962 | $5.62M | 0.4% | -0.9% | 1.250% | |
2/9/2024 | UBS Group AG | 971,466 | $8.98M | 0.0% | +5.9% | 1.997% | |
2/8/2024 | Kingsview Wealth Management LLC | 34,760 | $0.32M | 0.0% | -4.5% | 0.071% | |
2/8/2024 | FCA Corp TX | 290,854 | $2.69M | 0.9% | -1.6% | 0.598% | |
2/7/2024 | Shaker Financial Services LLC | 310,633 | $2.87M | 1.2% | +18.8% | 0.639% | |
2/6/2024 | Private Advisor Group LLC | 89,577 | $0.83M | 0.0% | -5.3% | 0.184% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 20,920 | $0.19M | 0.0% | +42.3% | 0.043% | |
2/6/2024 | Sapient Capital LLC | 85,680 | $0.79M | 0.0% | N/A | 0.176% | |
2/2/2024 | Alexander Randolph Advisory Inc. | 991,297 | $9.16M | 8.3% | N/A | 2.038% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 429,670 | $3.97M | 0.8% | -1.1% | 0.883% | |
1/29/2024 | Sapient Capital LLC | 85,680 | $0.79M | 0.0% | N/A | 0.176% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,463,810 | $13.53M | 0.0% | +24.3% | 3.009% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 203,502 | $1.88M | 0.4% | -1.1% | 0.418% | |
1/24/2024 | International Assets Investment Management LLC | 23,186 | $0.21M | 0.0% | +846.8% | 0.048% | |
1/23/2024 | WealthShield Partners LLC | 44,228 | $0.41M | 0.1% | +3.0% | 0.091% | |
1/23/2024 | DAVENPORT & Co LLC | 10,795 | $100K | 0.0% | -15.0% | 0.022% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 30,426 | $0.28M | 0.0% | +5.5% | 0.063% | |
1/16/2024 | Raymond James & Associates | 319,549 | $2.95M | 0.0% | +7.2% | 0.657% | |
1/12/2024 | Advisor Resource Council | 28,215 | $0.26M | 0.0% | N/A | 0.058% | |
1/10/2024 | Dfpg Investments LLC | 71,226 | $0.63M | 0.0% | -4.9% | 0.146% | |
11/24/2023 | EP Wealth Advisors LLC | 52,082 | $0.43M | 0.0% | -60.9% | 0.107% | |
11/15/2023 | 1607 Capital Partners LLC | 613,662 | $5.08M | 0.4% | -4.3% | 1.262% | |
11/14/2023 | AQR Arbitrage LLC | 114,693 | $0.95M | 0.0% | +65.7% | 0.236% | |
11/13/2023 | Wolverine Asset Management LLC | 37,600 | $0.31M | 0.0% | +19.8% | 0.077% | |
11/13/2023 | FCA Corp TX | 295,610 | $2.45M | 0.8% | +4.7% | 0.608% | |
11/9/2023 | UBS Group AG | 917,287 | $7.60M | 0.0% | +1.8% | 1.886% | |
11/8/2023 | Janney Montgomery Scott LLC | 34,185 | $0.28M | 0.0% | -4.1% | 0.070% | |
11/8/2023 | Landscape Capital Management L.L.C. | 29,473 | $0.24M | 0.0% | -24.0% | 0.061% | |
11/8/2023 | Moors & Cabot Inc. | 102,929 | $0.85M | 0.1% | +2.3% | 0.212% | |
11/7/2023 | Atlas Wealth LLC | 156,587 | $1.30M | 0.2% | -10.3% | 0.322% | |
11/2/2023 | Shaker Financial Services LLC | 261,497 | $2.17M | 1.0% | +83.4% | 0.538% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 205,692 | $1.70M | 0.5% | +1.9% | 0.423% | |
10/26/2023 | Punch & Associates Investment Management Inc. | 929,785 | $7.70M | 0.5% | +21.2% | 1.912% | |
10/25/2023 | WealthShield Partners LLC | 42,921 | $0.36M | 0.1% | -15.7% | 0.088% | |
10/24/2023 | Raymond James & Associates | 298,123 | $2.47M | 0.0% | +1.1% | 0.613% | |
10/23/2023 | Commonwealth Equity Services LLC | 130,880 | $1.08M | 0.0% | +6.1% | 0.269% | |
10/20/2023 | Family Firm Inc. | 269,730 | $2.23M | 0.6% | -1.5% | 0.555% | |
10/17/2023 | Flagship Harbor Advisors LLC | 367,836 | $3.05M | 0.3% | -1.1% | 0.756% | |
10/13/2023 | Institute for Wealth Management LLC. | 21,844 | $0.18M | 0.0% | -8.1% | 0.045% | |
8/16/2023 | TD Capital Management LLC | 4,496 | $39K | 0.0% | N/A | 0.009% | |
8/14/2023 | Roberts Glore & Co. Inc. IL | 61,815 | $0.54M | 0.2% | +6.9% | 0.127% | |
8/11/2023 | Landscape Capital Management L.L.C. | 38,763 | $0.34M | 0.0% | +221.0% | 0.080% | |
8/11/2023 | D.A. Davidson & CO. | 41,056 | $0.36M | 0.0% | -4.2% | 0.084% | |
8/10/2023 | Private Advisor Group LLC | 93,749 | $0.87M | 0.0% | +8.3% | 0.193% | |
8/10/2023 | Moors & Cabot Inc. | 100,645 | $0.88M | 0.1% | +1.5% | 0.207% | |
8/10/2023 | Cetera Investment Advisers | 221,081 | $1.93M | 0.0% | +16.8% | 0.455% | |
8/9/2023 | Spire Wealth Management | 5,479 | $48K | 0.0% | N/A | 0.011% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 201,873 | $1.77M | 0.5% | +3.1% | 0.415% | |
8/7/2023 | Wolverine Asset Management LLC | 31,377 | $0.28M | 0.0% | N/A | 0.065% | |
8/7/2023 | Shaker Financial Services LLC | 142,573 | $1.25M | 0.5% | +80.6% | 0.293% | |
8/4/2023 | Apollon Wealth Management LLC | 51,320 | $0.45M | 0.0% | -2.8% | 0.111% | |
8/3/2023 | WealthShield Partners LLC | 50,904 | $0.45M | 0.1% | +17.0% | 0.110% | |
7/31/2023 | LPL Financial LLC | 98,432 | $0.86M | 0.0% | -43.0% | 0.213% | |
7/26/2023 | Janney Montgomery Scott LLC | 35,630 | $0.31M | 0.0% | +9.8% | 0.077% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,325 | $0.26M | 0.0% | -6.1% | 0.063% | |
7/25/2023 | Raymond James & Associates | 294,864 | $2.58M | 0.0% | -1.4% | 0.637% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 1,177,334 | $10.30M | 0.0% | -3.3% | 2.544% | |
7/24/2023 | Dfpg Investments LLC | 69,397 | $0.64M | 0.1% | -18.3% | 0.150% | |
7/20/2023 | DAVENPORT & Co LLC | 12,612 | $0.11M | 0.0% | -12.9% | 0.027% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 1,177,334 | $10.30M | 0.0% | -3.3% | 2.544% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 14,677 | $0.13M | 0.0% | N/A | 0.032% | |
7/13/2023 | Prairie Sky Financial Group LLC | 26,676 | $0.23M | 0.2% | N/A | 0.058% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 58,585 | $0.51M | 0.0% | +11.3% | 0.127% | |
7/11/2023 | Flagship Harbor Advisors LLC | 371,797 | $3.25M | 0.3% | -2.3% | 0.804% | |
6/5/2023 | EP Wealth Advisors LLC | 3,840 | $0.84M | 0.0% | N/A | 0.008% | |
5/12/2023 | Advisors Asset Management Inc. | 1,051,075 | $9.22M | 0.2% | +6.4% | 2.272% | |
5/12/2023 | FCA Corp TX | 287,280 | $2.52M | 0.9% | +0.8% | 0.621% | |
5/11/2023 | Karpus Management Inc. | 50,000 | $0.44M | 0.0% | +14.9% | 0.108% | |
5/11/2023 | Heron Bay Capital Management | 11,781 | $0.10M | 0.0% | -19.1% | 0.025% | |
5/11/2023 | Elequin Securities LLC | 3,701 | $32K | 0.0% | -75.9% | 0.008% | |
5/11/2023 | Barrett & Company Inc. | 3,250 | $29K | 0.0% | N/A | 0.007% | |
5/10/2023 | Private Advisor Group LLC | 86,604 | $0.76M | 0.0% | N/A | 0.187% | |
5/10/2023 | Landscape Capital Management L.L.C. | 12,074 | $0.11M | 0.0% | -26.2% | 0.026% | |
5/9/2023 | Atlas Wealth LLC | 178,046 | $1.56M | 0.3% | -12.5% | 0.385% | |
5/8/2023 | Shaker Financial Services LLC | 78,929 | $0.69M | 0.3% | +21.8% | 0.171% | |
5/8/2023 | Brown Advisory Inc. | 83,699 | $0.73M | 0.0% | +6.3% | 0.181% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 195,760 | $1.72M | 0.5% | -7.4% | 0.423% | |
5/8/2023 | WealthShield Partners LLC | 43,526 | $0.38M | 0.1% | -21.5% | 0.094% | |
5/1/2023 | Family Firm Inc. | 264,318 | $2.32M | 0.6% | +3.0% | 0.571% | |
4/27/2023 | Matisse Capital | 36,519 | $0.32M | 0.2% | N/A | 0.079% | |
4/27/2023 | DAVENPORT & Co LLC | 14,484 | $0.13M | 0.0% | -9.3% | 0.031% | |
4/20/2023 | Mraz Amerine & Associates Inc. | 404,814 | $3.55M | 0.9% | +7.1% | 0.875% | |
4/14/2023 | Hunter Perkins Capital Management LLC | 17,351 | $0.15M | 0.0% | N/A | 0.037% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 31,220 | $0.27M | 0.0% | -6.3% | 0.067% | |
4/14/2023 | Raymond James & Associates | 299,011 | $2.62M | 0.0% | +7.1% | 0.646% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 1,216,939 | $10.67M | 0.0% | +6.8% | 2.630% | |
4/12/2023 | Flagship Harbor Advisors LLC | 380,584 | $3.34M | 0.3% | +2.6% | 0.823% | |
4/11/2023 | Dfpg Investments LLC | 84,971 | $0.75M | 0.1% | +8.1% | 0.184% | |
2/14/2023 | Atlas Wealth LLC | 203,448 | $1.77M | 0.5% | N/A | 0.440% | |
2/13/2023 | Advisors Asset Management Inc. | 988,271 | $8.58M | 0.2% | +4.9% | 2.136% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 25,294 | $0.22M | 0.0% | +63.6% | 0.055% | |
2/13/2023 | Resolute Financial LLC | 53,486 | $0.46M | 0.4% | +3.0% | 0.116% | |