3/10/2025 | Old North State Trust LLC | 9,911 | $575K | 0.4% | +130.1% | 0.014% | |
2/18/2025 | City National Bank of Florida MSD | 4,006 | $232K | 0.2% | N/A | 0.005% | |
2/17/2025 | Captrust Financial Advisors | 292,626 | $16.97M | 0.0% | -3.6% | 0.375% | |
2/17/2025 | Baird Financial Group Inc. | 149,652 | $8.68M | 0.0% | -1.1% | 0.192% | |
2/17/2025 | Ameriprise Financial Inc. | 1,755,417 | $101.78M | 0.0% | +10.8% | 2.251% | |
2/17/2025 | Alteri Wealth LLC | 4,417 | $256K | 0.1% | N/A | 0.006% | |
2/14/2025 | Integrated Wealth Concepts LLC | 25,551 | $1.48M | 0.0% | -5.9% | 0.033% | |
2/12/2025 | OLD Mission Capital LLC | 437,394 | $25.36M | 0.4% | +399.4% | 0.561% | |
2/12/2025 | Godshalk Welsh Capital Management Inc. | 7,800 | $452K | 0.3% | +9.9% | 0.010% | |
2/12/2025 | JPMorgan Chase & Co. | 165,972 | $9.63M | 0.0% | -50.9% | 0.213% | |
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2/11/2025 | Whittier Trust Co. of Nevada Inc. | 4,299 | $249K | 0.0% | -11.3% | 0.006% | |
2/11/2025 | Whittier Trust Co. | 11,447 | $664K | 0.0% | +250.0% | 0.015% | |
2/10/2025 | Horizon Investments LLC | 55,399 | $3.21M | 0.1% | -2.0% | 0.071% | |
2/10/2025 | Parallel Advisors LLC | 30,444 | $1.77M | 0.0% | -7.6% | 0.039% | |
2/7/2025 | NBT Bank N A NY | 30,104 | $1.75M | 0.1% | +15.8% | 0.039% | |
2/7/2025 | Frontier Asset Management LLC | 189,664 | $11.00M | 3.6% | -23.0% | 0.243% | |
2/4/2025 | MorganRosel Wealth Management LLC | 9,513 | $552K | 0.2% | +7.6% | 0.012% | |
1/30/2025 | Rhumbline Advisers | 316,265 | $18.34M | 0.0% | -15.5% | 0.405% | |
1/29/2025 | Lester Murray Antman dba SimplyRich | 260,123 | $15.08M | 4.3% | +3.7% | 0.333% | |
1/23/2025 | Plimoth Trust Co. LLC | 30,043 | $1.74M | 0.4% | +1.3% | 0.039% | |
1/23/2025 | Strategic Blueprint LLC | 34,241 | $1.99M | 0.1% | -3.2% | 0.044% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 4,068 | $236K | 0.0% | +5.2% | 0.005% | |
1/21/2025 | Archford Capital Strategies LLC | 114,973 | $6.67M | 1.0% | -4.7% | 0.147% | |
1/17/2025 | Janney Montgomery Scott LLC | 49,651 | $2.88M | 0.0% | +87.1% | 0.064% | |
1/17/2025 | Park Place Capital Corp | 1,045 | $61K | 0.0% | -17.4% | 0.001% | |
1/10/2025 | Hilltop National Bank | 35,887 | $2.08M | 0.6% | +9.1% | 0.046% | |
1/6/2025 | Burkett Financial Services LLC | 262,630 | $15.23M | 6.2% | +2.6% | 0.337% | |
12/26/2024 | JPMorgan Chase & Co. | 338,249 | $21.21M | 0.0% | +23.0% | 0.434% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,126 | $71K | 0.0% | N/A | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 3,220 | $202K | 0.0% | N/A | 0.004% | |
11/15/2024 | Integrated Wealth Concepts LLC | 27,147 | $1.70M | 0.0% | -11.9% | 0.035% | |
11/14/2024 | Captrust Financial Advisors | 303,664 | $19.04M | 0.1% | -9.6% | 0.389% | |
11/9/2024 | John G Ullman & Associates Inc. | 5,650 | $354K | 0.1% | -8.1% | 0.007% | |
11/7/2024 | MAI Capital Management | 25,617 | $1.61M | 0.0% | -1.4% | 0.033% | |
11/6/2024 | Cable Hill Partners LLC | 4,524 | $284K | 0.0% | N/A | 0.006% | |
10/25/2024 | Strategic Blueprint LLC | 35,374 | $2.22M | 0.1% | -0.6% | 0.045% | |
10/23/2024 | JMG Financial Group Ltd. | 9,876 | $619K | 0.0% | -14.7% | 0.013% | |
10/21/2024 | Plimoth Trust Co. LLC | 29,650 | $1.86M | 0.5% | +4.6% | 0.038% | |
10/21/2024 | Whittier Trust Co. | 3,271 | $205K | 0.0% | +8.9% | 0.004% | |
10/8/2024 | Burkett Financial Services LLC | 255,904 | $16.05M | 6.6% | +2.5% | 0.328% | |
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10/8/2024 | Park Place Capital Corp | 1,265 | $79K | 0.0% | -31.1% | 0.002% | |
8/16/2024 | Magnolia Capital Advisors LLC | 3,671 | $210K | 0.0% | N/A | 0.005% | |
8/14/2024 | Marshall Wace LLP | 21,200 | $1.21M | 0.0% | N/A | 0.027% | |
8/13/2024 | Godshalk Welsh Capital Management Inc. | 6,600 | $378K | 0.3% | +17.9% | 0.008% | |
8/8/2024 | Parallel Advisors LLC | 34,206 | $1.96M | 0.1% | -10.5% | 0.044% | |
8/8/2024 | Frontier Asset Management LLC | 256,873 | $14.70M | 5.3% | +0.4% | 0.329% | |
8/1/2024 | Rhumbline Advisers | 360,490 | $20.62M | 0.0% | -0.4% | 0.462% | |
8/1/2024 | YHB Investment Advisors Inc. | 33,120 | $1.90M | 0.2% | +13.0% | 0.042% | |
7/31/2024 | NBT Bank N A NY | 23,345 | $1.34M | 0.1% | +152.7% | 0.030% | |
7/31/2024 | IFG Advisory LLC | 3,829 | $219K | 0.0% | N/A | 0.005% | |
7/30/2024 | Morton Brown Family Wealth LLC | 6,632 | $388K | 0.1% | -18.8% | 0.009% | |
7/30/2024 | JMG Financial Group Ltd. | 11,572 | $662K | 0.0% | -7.1% | 0.015% | |
7/27/2024 | Strategic Blueprint LLC | 35,576 | $2.04M | 0.1% | -5.7% | 0.046% | |
7/17/2024 | Archford Capital Strategies LLC | 119,882 | $6.86M | 1.1% | +3.0% | 0.154% | |
7/16/2024 | Tsfg LLC | 1,931 | $110K | 0.0% | -9.4% | 0.002% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 132,541 | $7.58M | 1.8% | +5.2% | 0.170% | |
7/11/2024 | Symmetry Partners LLC | 333,769 | $19.10M | 1.0% | +48.7% | 0.428% | |
7/10/2024 | Burkett Financial Services LLC | 249,664 | $14.28M | 7.3% | +2.2% | 0.320% | |
7/10/2024 | Hilltop National Bank | 27,476 | $1.57M | 0.5% | +11.8% | 0.035% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 6,051 | $342K | 0.1% | +18.2% | 0.008% | |
5/16/2024 | Captrust Financial Advisors | 345,001 | $19.52M | 0.1% | -32.2% | 0.442% | |
5/7/2024 | Hilltop National Bank | 24,568 | $1.39M | 0.5% | N/A | 0.031% | |
5/6/2024 | John G Ullman & Associates Inc. | 6,150 | $348K | 0.1% | -10.9% | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,302 | $1.60M | 0.0% | -85.0% | 0.036% | |
4/26/2024 | YHB Investment Advisors Inc. | 29,302 | $1.66M | 0.1% | +17.4% | 0.038% | |
4/24/2024 | Archford Capital Strategies LLC | 116,339 | $6.58M | 1.1% | +5.1% | 0.149% | |
4/24/2024 | NBT Bank N A NY | 9,237 | $523K | 0.0% | +101.8% | 0.012% | |
4/23/2024 | Morton Brown Family Wealth LLC | 8,170 | $462K | 0.2% | -8.5% | 0.010% | |
4/23/2024 | Strategic Blueprint LLC | 37,734 | $2.14M | 0.2% | -6.9% | 0.048% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 126,049 | $7.13M | 1.7% | +2.1% | 0.153% | |
4/18/2024 | Park Place Capital Corp | 1,865 | $106K | 0.0% | -14.0% | 0.002% | |
4/16/2024 | Tsfg LLC | 2,131 | $121K | 0.0% | -78.2% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 4,014 | $227K | 0.0% | -9.2% | 0.005% | |
4/2/2024 | Symmetry Partners LLC | 224,409 | $12.70M | 1.0% | -23.3% | 0.272% | |
4/1/2024 | Burkett Financial Services LLC | 244,409 | $13.83M | 7.1% | +3.1% | 0.296% | |
2/15/2024 | OLD Mission Capital LLC | 542,533 | $30.16M | 0.6% | +92.9% | 0.658% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,447 | $80K | 0.1% | N/A | 0.002% | |
2/12/2024 | Burkett Financial Services LLC | 237,141 | $13.18M | 7.3% | N/A | 0.287% | |
2/12/2024 | Parallel Advisors LLC | 40,971 | $2.28M | 0.1% | -35.7% | 0.050% | |
2/12/2024 | Godshalk Welsh Capital Management Inc. | 5,850 | $325K | 0.2% | -4.1% | 0.007% | |
2/8/2024 | Janney Montgomery Scott LLC | 188,623 | $10.49M | 0.0% | +1.2% | 0.229% | |
2/5/2024 | Transcend Capital Advisors LLC | 4,302 | $239K | 0.0% | -20.2% | 0.005% | |
2/2/2024 | JMG Financial Group Ltd. | 12,460 | $693K | 0.0% | +1.5% | 0.015% | |
1/31/2024 | John G Ullman & Associates Inc. | 6,900 | $384K | 0.1% | +7.8% | 0.008% | |
1/29/2024 | YHB Investment Advisors Inc. | 24,965 | $1.39M | 0.1% | +11.7% | 0.030% | |
1/29/2024 | Morton Brown Family Wealth LLC | 8,926 | $496K | 0.2% | -7.0% | 0.011% | |
1/26/2024 | Plimoth Trust Co. LLC | 28,215 | $1.57M | 0.5% | -1.1% | 0.034% | |
1/25/2024 | Strategic Blueprint LLC | 40,533 | $2.25M | 0.2% | -6.4% | 0.049% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 4,321 | $240K | 0.0% | N/A | 0.005% | |
1/24/2024 | Tsfg LLC | 9,788 | $544K | 0.2% | -3.9% | 0.012% | |
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1/16/2024 | Kingswood Wealth Advisors LLC | 4,421 | $246K | 0.0% | N/A | 0.005% | |
1/12/2024 | Archford Capital Strategies LLC | 110,666 | $6.15M | 1.1% | +14.0% | 0.134% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 123,469 | $6.86M | 1.8% | +3.9% | 0.150% | |
1/2/2024 | Symmetry Partners LLC | 292,481 | $16.25M | 0.9% | +4.4% | 0.355% | |
1/2/2024 | Anchor Investment Management LLC | 4,925 | $274K | 0.0% | N/A | 0.006% | |
11/15/2023 | Integrated Wealth Concepts LLC | 62,948 | $3.36M | 0.1% | -17.0% | 0.076% | |
11/15/2023 | Ameriprise Financial Inc. | 965,931 | $51.52M | 0.0% | +17.4% | 1.171% | |
11/13/2023 | Asset Dedication LLC | 25,375 | $1.34M | 0.1% | -7.5% | 0.031% | |
11/13/2023 | Frontier Asset Management LLC | 263,359 | $14.05M | 6.4% | -4.8% | 0.319% | |
11/13/2023 | Provence Wealth Management Group | 2,303 | $123K | 0.1% | N/A | 0.003% | |