11/15/2024 | Kovitz Investment Group Partners LLC | 77,455 | $1.79M | 0.0% | N/A | 0.126% | |
11/15/2024 | Integrated Wealth Concepts LLC | 909,304 | $20.97M | 0.3% | +47.3% | 1.479% | |
11/14/2024 | Captrust Financial Advisors | 94,715 | $2.19M | 0.0% | -8.0% | 0.154% | |
11/13/2024 | Boston Family Office LLC | 164,126 | $3.79M | 0.3% | +12.7% | 0.267% | |
11/1/2024 | Leavell Investment Management Inc. | 161,184 | $3.72M | 0.2% | +51.5% | 0.263% | |
10/29/2024 | Janney Montgomery Scott LLC | 188,587 | $4.35M | 0.0% | +1.1% | 0.308% | |
|
10/29/2024 | Farther Finance Advisors LLC | 46,995 | $1.08M | 0.0% | +20.2% | 0.077% | |
10/25/2024 | Strategic Blueprint LLC | 194,810 | $4.49M | 0.3% | +48.9% | 0.321% | |
10/23/2024 | PSI Advisors LLC | 63,413 | $1.46M | 0.4% | +2.1% | 0.105% | |
10/22/2024 | Heartland Bank & Trust Co | 11,556 | $267K | 0.1% | N/A | 0.019% | |
10/22/2024 | Eastern Bank | 4,949 | $114K | 0.0% | N/A | 0.008% | |
10/9/2024 | Pinnacle Bancorp Inc. | 19,560 | $451K | 0.1% | +14.0% | 0.033% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 9,380 | $213K | 0.0% | N/A | 0.017% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,365 | $99K | 0.0% | N/A | 0.008% | |
8/2/2024 | Mascoma Wealth Management LLC | 9,988 | $226K | 0.1% | -28.3% | 0.019% | |
7/31/2024 | Farther Finance Advisors LLC | 39,104 | $882K | 0.0% | -45.3% | 0.073% | |
7/27/2024 | Strategic Blueprint LLC | 130,838 | $2.96M | 0.2% | +28.4% | 0.244% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 84,112 | $1.91M | 0.0% | +6.5% | 0.157% | |
7/23/2024 | PSI Advisors LLC | 62,093 | $1.41M | 0.4% | +1,511.5% | 0.118% | |
7/22/2024 | Horizons Wealth Management | 44,025 | $1M | 0.8% | -14.0% | 0.084% | |
7/17/2024 | Montecito Bank & Trust | 56,951 | $1.29M | 0.3% | +16.2% | 0.110% | |
7/17/2024 | Leavell Investment Management Inc. | 106,395 | $2.41M | 0.1% | +37.7% | 0.206% | |
7/17/2024 | AdvisorNet Financial Inc | 4,704 | $107K | 0.0% | -19.1% | 0.009% | |
7/9/2024 | Lowe Wealth Advisors LLC | 4,402 | $100K | 0.0% | N/A | 0.009% | |
7/1/2024 | Confluence Investment Management LLC | 864,059 | $19.58M | 0.3% | -0.5% | 1.870% | |
5/14/2024 | InterOcean Capital Group LLC | 1,507,057 | $34.23M | 0.8% | +50.4% | 3.262% | |
5/9/2024 | Portland Global Advisors LLC | 50,834 | $1.15M | 0.2% | N/A | 0.110% | |
5/4/2024 | Gould Asset Management LLC CA | 46,200 | $1.05M | 0.3% | +41.2% | 0.100% | |
5/3/2024 | United Community Bank | 2,903 | $66K | 0.0% | N/A | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 185,887 | $4.22M | 0.0% | +4.3% | 0.403% | |
4/24/2024 | Leavell Investment Management Inc. | 77,290 | $1.76M | 0.1% | +27.9% | 0.173% | |
4/23/2024 | WASHINGTON TRUST Co | 10,650 | $242K | 0.0% | N/A | 0.024% | |
4/23/2024 | Strategic Blueprint LLC | 101,924 | $2.32M | 0.2% | +69.9% | 0.228% | |
4/16/2024 | Pinnacle Bancorp Inc. | 17,160 | $390K | 0.1% | +312.1% | 0.039% | |
4/12/2024 | AdvisorNet Financial Inc | 5,818 | $132K | 0.0% | -18.3% | 0.013% | |
4/1/2024 | Confluence Investment Management LLC | 867,969 | $19.71M | 0.3% | N/A | 2.231% | |
2/12/2024 | Boston Family Office LLC | 73,482 | $1.68M | 0.1% | N/A | 0.189% | |
2/9/2024 | Atlantic Private Wealth LLC | 13,120 | $300K | 0.3% | N/A | 0.034% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 78,795 | $1.80M | 0.0% | +3.7% | 0.203% | |
2/9/2024 | InterOcean Capital Group LLC | 1,002,317 | $22.91M | 0.6% | +1,799.4% | 2.577% | |
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2/8/2024 | Janney Montgomery Scott LLC | 178,275 | $4.07M | 0.0% | +13.0% | 0.458% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 9,266 | $212K | 0.0% | -56.2% | 0.024% | |
2/7/2024 | Bogart Wealth LLC | 3,292 | $75K | 0.0% | N/A | 0.008% | |
2/2/2024 | Gould Asset Management LLC CA | 32,710 | $748K | 0.2% | N/A | 0.085% | |
1/30/2024 | Scissortail Wealth Management LLC | 49,101 | $1.12M | 0.4% | +7.8% | 0.130% | |
1/25/2024 | Strategic Blueprint LLC | 59,978 | $1.37M | 0.1% | N/A | 0.165% | |
1/24/2024 | Mascoma Wealth Management LLC | 12,648 | $289K | 0.1% | +39.7% | 0.035% | |
1/23/2024 | Leavell Investment Management Inc. | 60,412 | $1.38M | 0.1% | +108.5% | 0.166% | |
1/19/2024 | AdvisorNet Financial Inc | 7,118 | $163K | 0.0% | +34.5% | 0.021% | |
1/8/2024 | Horizons Wealth Management | 51,193 | $1.17M | 0.8% | +81.9% | 0.155% | |
1/5/2024 | Montecito Bank & Trust | 49,031 | $1.12M | 0.2% | +340.1% | 0.148% | |
11/15/2023 | Integrated Wealth Concepts LLC | 120,408 | $2.71M | 0.0% | +11.9% | 0.576% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 21,150 | $475K | 0.0% | +12,055.2% | 0.101% | |
11/8/2023 | Janney Montgomery Scott LLC | 157,714 | $3.54M | 0.0% | N/A | 0.755% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 75,975 | $1.71M | 0.0% | -28.5% | 0.411% | |
10/23/2023 | Scissortail Wealth Management LLC | 45,547 | $1.02M | 0.8% | N/A | 0.246% | |
10/18/2023 | Pinnacle Bancorp Inc. | 4,164 | $94K | 0.0% | +92.4% | 0.023% | |
10/16/2023 | Montecito Bank & Trust | 11,140 | $250K | 0.1% | N/A | 0.061% | |
10/16/2023 | Leavell Investment Management Inc. | 28,979 | $651K | 0.0% | +62.0% | 0.160% | |
10/13/2023 | PSI Advisors LLC | 3,653 | $82K | 0.0% | +228.2% | 0.020% | |
10/12/2023 | Horizons Wealth Management | 28,136 | $632K | 0.5% | +260.1% | 0.157% | |
10/10/2023 | Confluence Investment Management LLC | 905,299 | $20.34M | 0.3% | -1.2% | 5.144% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 17,888 | $405K | 0.1% | +11.6% | 0.124% | |
8/9/2023 | Flow Traders U.S. LLC | 78,107 | $1.77M | 0.1% | N/A | 0.541% | |
7/19/2023 | Leavell Investment Management Inc. | 17,890 | $405K | 0.0% | +8.2% | 0.123% | |
7/14/2023 | AdvisorNet Financial Inc | 5,541 | $126K | 0.0% | +12.6% | 0.038% | |
7/14/2023 | Pinnacle Bancorp Inc. | 2,164 | $49K | 0.0% | N/A | 0.015% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 106,298 | $2.41M | 0.0% | +20.6% | 0.736% | |
7/3/2023 | Horizons Wealth Management | 7,814 | $177K | 0.1% | +50.1% | 0.058% | |
7/3/2023 | Confluence Investment Management LLC | 916,292 | $20.75M | 0.3% | -0.3% | 6.838% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 16,025 | $370K | 0.1% | N/A | 0.120% | |
5/12/2023 | Stonebridge Capital Advisors LLC | 4,920 | $114K | 0.0% | +173.3% | 0.037% | |
5/12/2023 | NewEdge Advisors LLC | 377,571 | $8.71M | 0.1% | +19.1% | 2.818% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 88,134 | $2.03M | 0.0% | +70.5% | 0.658% | |
5/9/2023 | Epic Trust Investment Advisors LLC | 10,304 | $238K | 0.3% | N/A | 0.077% | |
5/9/2023 | JDM Financial Group LLC | 12,772 | $295K | 0.3% | +46.1% | 0.095% | |
5/3/2023 | Integrated Wealth Concepts LLC | 82,727 | $1.91M | 0.0% | +73.8% | 0.622% | |
4/28/2023 | AdvisorNet Financial Inc | 4,920 | $114K | 0.0% | +173.3% | 0.037% | |
4/25/2023 | PSI Advisors LLC | 1,113 | $26K | 0.0% | N/A | 0.008% | |
4/13/2023 | Leavell Investment Management Inc. | 16,540 | $382K | 0.0% | +74.4% | 0.129% | |
4/12/2023 | Private Trust Co. NA | 3,293 | $76K | 0.0% | N/A | 0.026% | |
4/6/2023 | Horizons Wealth Management | 5,205 | $120K | 0.1% | +123.4% | 0.041% | |
4/4/2023 | Confluence Investment Management LLC | 919,171 | $21.21M | 0.3% | +3.0% | 7.324% | |
2/13/2023 | Integrated Wealth Concepts LLC | 47,608 | $1.08M | 0.0% | N/A | 0.483% | |
2/13/2023 | CIBC Private Wealth Group LLC | 14,000 | $318K | 0.0% | N/A | 0.142% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 51,698 | $1.17M | 0.0% | N/A | 0.525% | |
1/17/2023 | Leavell Investment Management Inc. | 9,485 | $215K | 0.0% | N/A | 0.111% | |
1/13/2023 | AdvisorNet Financial Inc | 1,800 | $41K | 0.0% | N/A | 0.022% | |
1/11/2023 | JDM Financial Group LLC | 8,744 | $199K | 0.2% | N/A | 0.102% | |
1/5/2023 | Capital Investment Advisors LLC | 1,469,885 | $33.39M | 1.0% | +7.4% | 18.966% | |
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1/4/2023 | Confluence Investment Management LLC | 892,501 | $20.27M | 0.3% | +29.7% | 16.682% | |
1/3/2023 | Horizons Wealth Management | 2,330 | $53K | 0.0% | N/A | 0.044% | |
11/15/2022 | Flow Traders U.S. LLC | 13,039 | $296K | 0.0% | N/A | 0.244% | |
10/5/2022 | Capital Investment Advisors LLC | 1,369,081 | $31.04M | 1.1% | +9.1% | 25.121% | |
10/3/2022 | Confluence Investment Management LLC | 688,268 | $15.60M | 0.3% | +2.4% | 14.191% | |
7/13/2022 | First National Bank of South Miami | 1,300 | $31K | 0.0% | N/A | 0.029% | |
7/6/2022 | Capital Investment Advisors LLC | 1,254,780 | $29.58M | 1.0% | N/A | 27.884% | |
7/6/2022 | Confluence Investment Management LLC | 671,884 | $15.84M | 0.2% | +1.8% | 14.767% | |
4/4/2022 | Confluence Investment Management LLC | 659,828 | $15.85M | 0.2% | +81.6% | 25.876% | |
1/4/2022 | Confluence Investment Management LLC | 363,340 | $9.17M | 0.1% | +1.5% | 51.906% | |