8/5/2025 | Gould Asset Management LLC CA | 19,095 | $511K | 0.1% | +15.8% | 0.114% | |
7/31/2025 | Leavell Investment Management Inc. | 301,659 | $8.07M | 0.4% | -1.5% | 1.806% | |
7/29/2025 | Private Trust Co. NA | 8,354 | $224K | 0.0% | +15.2% | 0.050% | |
7/22/2025 | Red Tortoise LLC | 16,483 | $441K | 0.2% | N/A | 0.099% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 17,280 | $462K | 0.1% | -60.4% | 0.103% | |
7/17/2025 | Janney Montgomery Scott LLC | 10,719 | $287K | 0.0% | -43.1% | 0.064% | |
7/9/2025 | Praetorian Wealth Management Inc. | 156,257 | $4.18M | 1.0% | -9.5% | 0.936% | |
7/8/2025 | Parallel Advisors LLC | 18,478 | $495K | 0.0% | +22.8% | 0.111% | |
5/16/2025 | Jones Financial Companies Lllp | 61,749 | $1.65M | 0.0% | +6,074.9% | 0.360% | |
5/16/2025 | NewEdge Advisors LLC | 429,190 | $11.48M | 0.1% | -7.7% | 2.503% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 340,102 | $9.10M | 0.1% | +5.7% | 1.983% | |
5/12/2025 | Scissortail Wealth Management LLC | 62,160 | $1.66M | 0.4% | -5.3% | 0.362% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,517 | $41K | 0.0% | +41.1% | 0.009% | |
5/1/2025 | Hughes Financial Services LLC | 1,894 | $51K | 0.0% | N/A | 0.011% | |
5/1/2025 | Blue Square Asset Management LLC | 43,910 | $1.18M | 0.6% | -2.1% | 0.256% | |
4/30/2025 | Leavell Investment Management Inc. | 306,186 | $8.19M | 0.4% | +0.7% | 1.785% | |
4/28/2025 | Private Trust Co. NA | 7,254 | $194K | 0.0% | -7.4% | 0.041% | |
4/25/2025 | Spinnaker Trust | 31,680 | $847K | 0.1% | +21.9% | 0.179% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,886 | $318K | 0.0% | -28.4% | 0.067% | |
4/22/2025 | Crews Bank & Trust | 24,741 | $662K | 0.1% | +6.0% | 0.140% | |
4/21/2025 | PSI Advisors LLC | 168,817 | $4.52M | 1.5% | +20.2% | 0.956% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,828 | $504K | 0.0% | +46.8% | 0.107% | |
4/16/2025 | Praetorian Wealth Management Inc. | 172,743 | $4.62M | 1.1% | -10.9% | 0.979% | |
4/9/2025 | Lbmc Investment Advisors LLC | 274,556 | $7.34M | 0.6% | +1.8% | 1.556% | |
4/8/2025 | Global Financial Private Client LLC | 5,274 | $141K | 0.1% | -10.6% | 0.030% | |
2/18/2025 | Novem Group | 17,050 | $454K | 0.1% | N/A | 0.084% | |
2/18/2025 | 10Elms LLP | 14,385 | $383K | 0.4% | N/A | 0.071% | |
2/17/2025 | Captrust Financial Advisors | 87,296 | $2.32M | 0.0% | -2.6% | 0.431% | |
2/17/2025 | Ameriprise Financial Inc. | 64,948 | $1.73M | 0.0% | +5.4% | 0.321% | |
2/14/2025 | Stonebridge Capital Advisors LLC | 20,881 | $556K | 0.0% | -19.2% | 0.103% | |
2/14/2025 | Integrated Wealth Concepts LLC | 321,631 | $8.56M | 0.1% | +21.4% | 1.588% | |
2/14/2025 | IHT Wealth Management LLC | 45,692 | $1.22M | 0.0% | +53.5% | 0.226% | |
2/13/2025 | United Capital Financial Advisors LLC | 87,823 | $2.34M | 0.0% | +8.6% | 0.434% | |
2/12/2025 | OLD Mission Capital LLC | 15,941 | $424K | 0.0% | N/A | 0.079% | |
2/11/2025 | Sandy Spring Bank | 35,854 | $954K | 0.0% | -8.8% | 0.177% | |
2/10/2025 | Parallel Advisors LLC | 15,051 | $401K | 0.0% | +4.5% | 0.074% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 17,303 | $461K | 0.1% | N/A | 0.085% | |
2/10/2025 | Hills Bank & Trust Co | 293,364 | $7.81M | 0.6% | +1.7% | 1.449% | |
2/7/2025 | Horan Securities Inc. | 15,160 | $403K | 0.2% | -18.9% | 0.075% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,075 | $29K | 0.0% | N/A | 0.005% | |
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2/6/2025 | Jones Financial Companies Lllp | 1,000 | $27K | 0.0% | N/A | 0.005% | |
2/5/2025 | Peloton Wealth Strategists | 20,500 | $546K | 0.2% | -18.0% | 0.101% | |
2/4/2025 | Exchange Capital Management Inc. | 23,260 | $619K | 0.1% | +3.8% | 0.115% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 66,216 | $1.76M | 0.5% | -12.4% | 0.327% | |
1/29/2025 | Leavell Investment Management Inc. | 303,936 | $8.09M | 0.4% | -3.2% | 1.501% | |
1/23/2025 | Crews Bank & Trust | 23,341 | $621K | 0.1% | N/A | 0.115% | |
1/21/2025 | Blue Square Asset Management LLC | 44,844 | $1.19M | 0.6% | -3.3% | 0.221% | |
1/16/2025 | Lbmc Investment Advisors LLC | 269,710 | $7.18M | 0.6% | +4.1% | 1.332% | |
1/14/2025 | Global Financial Private Client LLC | 5,901 | $157K | 0.1% | -33.1% | 0.029% | |
1/13/2025 | PSI Advisors LLC | 140,461 | $3.74M | 1.1% | +92.0% | 0.694% | |
1/10/2025 | Praetorian Wealth Management Inc. | 193,932 | $5.16M | 1.3% | -4.1% | 0.958% | |
12/26/2024 | JPMorgan Chase & Co. | 110,121 | $2.94M | 0.0% | +30,574.4% | 0.544% | |
11/15/2024 | Integrated Wealth Concepts LLC | 264,913 | $7.06M | 0.1% | +7.6% | 1.308% | |
11/14/2024 | Captrust Financial Advisors | 89,615 | $2.39M | 0.0% | +7.4% | 0.443% | |
11/13/2024 | Private Trust Co. NA | 7,831 | $209K | 0.0% | +22.6% | 0.039% | |
11/6/2024 | Coastline Trust Co | 4,174 | $111K | 0.0% | N/A | 0.021% | |
11/1/2024 | Leavell Investment Management Inc. | 313,936 | $8.37M | 0.4% | +2.7% | 1.550% | |
11/1/2024 | Sonata Capital Group Inc. | 90,910 | $2.42M | 1.0% | N/A | 0.449% | |
10/31/2024 | Confluence Investment Management LLC | 11,431 | $305K | 0.0% | -69.9% | 0.056% | |
10/31/2024 | Spinnaker Trust | 25,995 | $693K | 0.0% | +7.0% | 0.128% | |
10/29/2024 | Blue Square Asset Management LLC | 46,376 | $1.24M | 0.7% | -2.3% | 0.229% | |
10/8/2024 | Lbmc Investment Advisors LLC | 259,206 | $6.91M | 0.5% | +22.9% | 1.280% | |
10/2/2024 | Praetorian Wealth Management Inc. | 202,131 | $5.39M | 1.3% | -9.8% | 0.998% | |
8/8/2024 | Parallel Advisors LLC | 13,046 | $346K | 0.0% | +30.5% | 0.064% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 243,203 | $6.44M | 0.4% | -3.4% | 1.201% | |
7/31/2024 | Spinnaker Trust | 24,285 | $643K | 0.0% | +8.6% | 0.120% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,176 | $2.34M | 0.0% | +6.7% | 0.435% | |
7/25/2024 | Hills Bank & Trust Co | 255,960 | $6.78M | 0.5% | +13.0% | 1.264% | |
7/23/2024 | PSI Advisors LLC | 73,161 | $1.94M | 0.6% | N/A | 0.361% | |
7/23/2024 | Exchange Capital Management Inc. | 20,930 | $554K | 0.1% | N/A | 0.103% | |
7/17/2024 | Archford Capital Strategies LLC | 21,027 | $557K | 0.1% | +9.3% | 0.104% | |
7/17/2024 | Leavell Investment Management Inc. | 305,676 | $8.10M | 0.4% | -0.2% | 1.510% | |
7/16/2024 | ORG Partners LLC | 3,700 | $98K | 0.0% | N/A | 0.018% | |
7/11/2024 | Lbmc Investment Advisors LLC | 210,974 | $5.59M | 0.5% | +8.8% | 1.042% | |
7/10/2024 | Praetorian Wealth Management Inc. | 224,019 | $5.93M | 1.5% | -6.4% | 1.106% | |
7/1/2024 | Confluence Investment Management LLC | 37,934 | $1.01M | 0.0% | +30.4% | 0.187% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 52,268 | $1.38M | 0.1% | -42.3% | 0.258% | |
5/2/2024 | Horan Securities Inc. | 15,630 | $414K | 0.2% | +35.3% | 0.077% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,802 | $339K | 0.0% | +36.7% | 0.063% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 115,001 | $3.04M | 0.8% | -17.3% | 0.568% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 82,662 | $2.19M | 0.0% | +696.5% | 0.408% | |
4/24/2024 | Leavell Investment Management Inc. | 306,401 | $8.11M | 0.5% | -5.0% | 1.513% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 251,857 | $6.66M | 0.4% | +0.7% | 1.244% | |
4/12/2024 | Lbmc Investment Advisors LLC | 193,860 | $5.13M | 0.4% | +88.8% | 1.034% | |
4/10/2024 | Praetorian Wealth Management Inc. | 239,267 | $6.33M | 1.7% | +4.9% | 1.276% | |
4/1/2024 | Confluence Investment Management LLC | 29,090 | $770K | 0.0% | N/A | 0.155% | |
2/12/2024 | Arrow Financial Corp | 8,946 | $237K | 0.0% | -8.6% | 0.048% | |
2/7/2024 | Horan Securities Inc. | 11,548 | $307K | 0.2% | +24.2% | 0.062% | |
2/7/2024 | Hills Bank & Trust Co | 225,855 | $6.00M | 0.6% | +77.4% | 1.205% | |
2/2/2024 | Spinnaker Trust | 14,734 | $391K | 0.0% | +62.7% | 0.079% | |
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2/2/2024 | Gould Asset Management LLC CA | 16,345 | $434K | 0.1% | +93.1% | 0.087% | |
1/30/2024 | Scissortail Wealth Management LLC | 57,490 | $1.52M | 0.5% | N/A | 0.307% | |
1/26/2024 | Sandy Spring Bank | 37,365 | $992K | 0.0% | -6.4% | 0.199% | |
1/23/2024 | Leavell Investment Management Inc. | 322,651 | $8.57M | 0.5% | +9.5% | 1.721% | |
1/22/2024 | Princeton Global Asset Management LLC | 13,528 | $359K | 0.1% | +194.1% | 0.072% | |
1/12/2024 | Archford Capital Strategies LLC | 19,136 | $508K | 0.1% | +22.3% | 0.102% | |
1/11/2024 | Praetorian Wealth Management Inc. | 228,004 | $6.05M | 1.7% | +4.3% | 1.216% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 94,748 | $2.47M | 0.3% | -4.0% | 0.505% | |
11/15/2023 | Integrated Wealth Concepts LLC | 191,487 | $4.99M | 0.1% | -3.2% | 1.021% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 3,394 | $89K | 0.0% | N/A | 0.018% | |