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% | |
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% | |
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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% | |
11/8/2023 | Janney Montgomery Scott LLC | 11,142 | $291K | 0.0% | N/A | 0.059% | |
11/8/2023 | Newman Dignan & Sheerar Inc. | 138,956 | $3.62M | 1.2% | +0.4% | 0.741% | |
10/30/2023 | Sandy Spring Bank | 39,930 | $1.04M | 0.1% | -8.4% | 0.213% | |
10/27/2023 | Princeton Global Asset Management LLC | 4,600 | $120K | 0.0% | +19.5% | 0.025% | |
10/27/2023 | Archford Capital Strategies LLC | 15,644 | $408K | 0.1% | -39.4% | 0.083% | |
10/26/2023 | Hills Bank & Trust Co | 127,334 | $3.32M | 0.4% | N/A | 0.679% | |
10/18/2023 | Private Trust Co. NA | 6,602 | $172K | 0.0% | +9.3% | 0.035% | |
10/16/2023 | Leavell Investment Management Inc. | 294,735 | $7.69M | 0.5% | -0.8% | 1.572% | |
10/11/2023 | Praetorian Wealth Management Inc. | 218,620 | $5.70M | 1.8% | +0.2% | 1.166% | |
10/5/2023 | Lbmc Investment Advisors LLC | 102,630 | $2.67M | 0.3% | +3.9% | 0.547% | |
9/12/2023 | Farther Finance Advisors LLC | 1,266 | $33K | 0.0% | +59.2% | 0.007% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 98,711 | $2.60M | 0.3% | +2.3% | 0.526% | |
8/9/2023 | Flow Traders U.S. LLC | 33,288 | $877K | 0.0% | N/A | 0.178% | |
8/4/2023 | Sandy Spring Bank | 43,573 | $1.15M | 0.1% | +1.9% | 0.234% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 138,349 | $3.64M | 1.1% | +0.5% | 0.742% | |
8/2/2023 | Archford Capital Strategies LLC | 25,811 | $681K | 0.1% | +91.5% | 0.138% | |
7/28/2023 | Private Trust Co. NA | 6,040 | $159K | 0.0% | -21.9% | 0.032% | |
7/19/2023 | Leavell Investment Management Inc. | 297,185 | $7.83M | 0.5% | -0.6% | 1.593% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 60,874 | $1.60M | 0.0% | -13.6% | 0.326% | |
7/10/2023 | Praetorian Wealth Management Inc. | 218,174 | $5.75M | 1.8% | -4.2% | 1.170% | |
7/3/2023 | Confluence Investment Management LLC | 61,434 | $1.62M | 0.0% | -0.8% | 0.369% | |
5/12/2023 | Stonebridge Capital Advisors LLC | 96,514 | $2.57M | 0.3% | +6.6% | 0.585% | |
5/12/2023 | NewEdge Advisors LLC | 527,253 | $14.03M | 0.2% | +5.8% | 3.195% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 70,456 | $1.88M | 0.0% | +47.1% | 0.427% | |
5/9/2023 | US Bancorp DE | 615,490 | $16.38M | 0.0% | +0.2% | 3.730% | |
5/8/2023 | Kades & Cheifetz LLC | 21,061 | $560K | 0.4% | -12.8% | 0.128% | |
5/5/2023 | Sandy Spring Bank | 42,758 | $1.14M | 0.1% | +9.6% | 0.259% | |
5/3/2023 | Arrow Financial Corp | 9,783 | $260K | 0.0% | +4.8% | 0.059% | |
5/3/2023 | Integrated Wealth Concepts LLC | 170,387 | $4.53M | 0.1% | +24.9% | 1.033% | |
5/2/2023 | Gould Asset Management LLC CA | 8,160 | $217K | 0.1% | -44.2% | 0.049% | |
4/28/2023 | Newman Dignan & Sheerar Inc. | 137,727 | $3.67M | 1.2% | +0.8% | 0.835% | |
4/25/2023 | Parallel Advisors LLC | 5,500 | $146K | 0.0% | N/A | 0.033% | |
4/24/2023 | Asset Dedication LLC | 10,709 | $284K | 0.0% | +8.8% | 0.065% | |
4/21/2023 | Cyndeo Wealth Partners LLC | 178,642 | $365K | 0.0% | +21.6% | 1.083% | |
4/18/2023 | Horan Securities Inc. | 9,544 | $254K | 0.1% | +86.8% | 0.058% | |
4/13/2023 | Spinnaker Trust | 9,054 | $241K | 0.0% | -16.6% | 0.055% | |
4/13/2023 | Leavell Investment Management Inc. | 298,985 | $7.96M | 0.6% | +1.8% | 1.812% | |
4/12/2023 | Praetorian Wealth Management Inc. | 227,767 | $6.06M | 2.0% | +13.7% | 1.380% | |
4/10/2023 | Lbmc Investment Advisors LLC | 98,782 | $2.63M | 0.3% | +113.6% | 0.599% | |
4/4/2023 | Confluence Investment Management LLC | 61,923 | $1.65M | 0.0% | +519.1% | 0.389% | |
3/6/2023 | OLD Mission Capital LLC | 13,762 | $363K | 0.0% | N/A | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 136,398 | $3.60M | 0.1% | +416.7% | 0.000% | |
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2/10/2023 | Sandy Spring Bank | 39,018 | $1.03M | 0.1% | +19.6% | 0.000% | |
2/9/2023 | Gould Asset Management LLC CA | 14,620 | $386K | 0.1% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 47,893 | $1.26M | 0.0% | +54.2% | 0.000% | |
2/3/2023 | Eldridge Investment Advisors Inc. | 7,826 | $206K | 0.1% | N/A | 0.000% | |
2/3/2023 | Kades & Cheifetz LLC | 24,161 | $637K | 0.5% | N/A | 0.000% | |
2/2/2023 | Arrow Financial Corp | 9,333 | $246K | 0.0% | +22.7% | 0.000% | |
1/26/2023 | Vigilant Capital Management LLC | 8,115 | $214K | 0.0% | +5.0% | 0.000% | |
1/26/2023 | Archford Capital Strategies LLC | 13,669 | $360K | 0.1% | +23.4% | 0.000% | |
1/24/2023 | Harbor Investment Advisory LLC | 3,290 | $87K | 0.0% | +642.7% | 0.000% | |
1/20/2023 | Newman Dignan & Sheerar Inc. | 136,623 | $3.60M | 1.2% | +13.3% | 0.000% | |