1/2/2025 | Confluence Investment Management LLC | 610,084 | $13.36M | 0.2% | -10.6% | 1.907% | |
11/15/2024 | Integrated Wealth Concepts LLC | 73,145 | $1.65M | 0.0% | +45.4% | 0.229% | |
11/14/2024 | Flow Traders U.S. LLC | 34,804 | $783K | 0.0% | -68.7% | 0.109% | |
11/14/2024 | Captrust Financial Advisors | 19,066 | $429K | 0.0% | -26.4% | 0.060% | |
11/13/2024 | Boston Family Office LLC | 75,559 | $1.70M | 0.1% | +11.5% | 0.236% | |
11/1/2024 | Leavell Investment Management Inc. | 39,018 | $878K | 0.0% | +94.1% | 0.122% | |
|
10/31/2024 | Confluence Investment Management LLC | 682,066 | $15.35M | 0.2% | +52.8% | 2.138% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 13,055 | $294K | 0.0% | N/A | 0.041% | |
10/29/2024 | Janney Montgomery Scott LLC | 93,590 | $2.11M | 0.0% | +1.7% | 0.300% | |
10/29/2024 | Farther Finance Advisors LLC | 2,220 | $50K | 0.0% | -93.1% | 0.007% | |
10/25/2024 | Strategic Blueprint LLC | 39,507 | $889K | 0.1% | +67.6% | 0.126% | |
10/22/2024 | Heartland Bank & Trust Co | 11,964 | $269K | 0.1% | N/A | 0.038% | |
10/9/2024 | Pinnacle Bancorp Inc. | 10,000 | $225K | 0.1% | N/A | 0.032% | |
8/16/2024 | NewEdge Advisors LLC | 206,154 | $4.50M | 0.0% | -1.4% | 0.762% | |
7/31/2024 | Farther Finance Advisors LLC | 32,403 | $703K | 0.0% | -10.2% | 0.121% | |
7/27/2024 | Strategic Blueprint LLC | 23,578 | $515K | 0.0% | +17.2% | 0.088% | |
7/2/2024 | Transcend Capital Advisors LLC | 279,598 | $6.10M | 0.4% | +47.2% | 1.294% | |
7/1/2024 | Confluence Investment Management LLC | 446,424 | $9.75M | 0.1% | -0.5% | 2.067% | |
5/14/2024 | InterOcean Capital Group LLC | 1,009,848 | $22.15M | 0.5% | +123.7% | 4.675% | |
5/9/2024 | JDM Financial Group LLC | 21,006 | $461K | 0.3% | +12.4% | 0.096% | |
5/3/2024 | United Community Bank | 6,530 | $143K | 0.1% | N/A | 0.031% | |
5/1/2024 | Janney Montgomery Scott LLC | 80,222 | $1.76M | 0.0% | +68.9% | 0.375% | |
4/23/2024 | WASHINGTON TRUST Co | 10,140 | $222K | 0.0% | N/A | 0.048% | |
4/23/2024 | Strategic Blueprint LLC | 20,120 | $441K | 0.0% | N/A | 0.095% | |
4/1/2024 | Confluence Investment Management LLC | 448,617 | $9.84M | 0.1% | N/A | 2.513% | |
2/9/2024 | InterOcean Capital Group LLC | 451,480 | $10.03M | 0.3% | N/A | 2.529% | |
2/8/2024 | Janney Montgomery Scott LLC | 47,493 | $1.06M | 0.0% | +34.7% | 0.266% | |
2/7/2024 | Bogart Wealth LLC | 3,420 | $76K | 0.0% | N/A | 0.019% | |
2/5/2024 | Transcend Capital Advisors LLC | 139,725 | $3.10M | 0.3% | N/A | 0.783% | |
2/2/2024 | Community Bank N.A. | 2,776 | $62K | 0.0% | -84.0% | 0.016% | |
1/30/2024 | Scissortail Wealth Management LLC | 286,593 | $6.36M | 2.0% | N/A | 1.633% | |
1/24/2024 | Private Trust Co. NA | 5,654 | $126K | 0.0% | N/A | 0.033% | |
11/16/2023 | JDM Financial Group LLC | 18,592 | $401K | 0.4% | +101.3% | 0.203% | |
11/15/2023 | KPP Advisory Services LLC | 9,800 | $211K | 0.1% | N/A | 0.107% | |
11/8/2023 | Janney Montgomery Scott LLC | 35,248 | $760K | 0.0% | N/A | 0.385% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,456 | $441K | 0.0% | -64.0% | 0.229% | |
10/16/2023 | First PREMIER Bank | 2,900 | $63K | 0.0% | +480.0% | 0.033% | |
10/10/2023 | Confluence Investment Management LLC | 469,708 | $10.12M | 0.2% | -1.5% | 5.693% | |
8/1/2023 | Community Bank N.A. | 7,579 | $167K | 0.0% | +27.6% | 0.140% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 56,842 | $1.25M | 0.0% | +6.6% | 1.104% | |
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7/3/2023 | Confluence Investment Management LLC | 476,998 | $10.49M | 0.2% | -0.7% | 11.223% | |
5/9/2023 | Epic Trust Investment Advisors LLC | 10,591 | $238K | 0.3% | N/A | 0.249% | |
5/9/2023 | JDM Financial Group LLC | 9,156 | $206K | 0.2% | +46.1% | 0.215% | |
4/20/2023 | Community Bank N.A. | 5,939 | $133K | 0.0% | N/A | 0.148% | |
4/4/2023 | Confluence Investment Management LLC | 480,490 | $10.81M | 0.2% | +3.6% | 12.164% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,876 | $436K | 0.0% | N/A | 0.710% | |
1/11/2023 | JDM Financial Group LLC | 6,269 | $138K | 0.1% | N/A | 0.261% | |
1/4/2023 | Confluence Investment Management LLC | 463,987 | $10.18M | 0.2% | -0.4% | 29.935% | |
11/15/2022 | Flow Traders U.S. LLC | 11,765 | $257K | 0.0% | -63.7% | 0.759% | |
10/3/2022 | Confluence Investment Management LLC | 465,880 | $10.18M | 0.2% | -0.5% | 42.353% | |
8/13/2022 | Flow Traders U.S. LLC | 32,443 | $745K | 0.0% | -26.2% | 2.949% | |
7/6/2022 | Confluence Investment Management LLC | 468,036 | $10.74M | 0.2% | -1.4% | 58.505% | |
4/4/2022 | Confluence Investment Management LLC | 474,711 | $11.27M | 0.2% | +3.3% | 63.295% | |
2/16/2022 | Flow Traders U.S. LLC | 67,313 | $1.69M | 0.1% | +680.5% | 8.975% | |
1/4/2022 | Confluence Investment Management LLC | 459,372 | $11.55M | 0.2% | +1.1% | 61.250% | |
11/15/2021 | Flow Traders U.S. LLC | 8,624 | $219K | 0.0% | -66.5% | 1.150% | |
10/4/2021 | Confluence Investment Management LLC | 454,370 | $11.53M | 0.2% | -18.5% | 60.583% | |
8/24/2021 | Flow Traders U.S. LLC | 25,715 | $654K | 0.0% | N/A | 3.674% | |
7/1/2021 | Confluence Investment Management LLC | 557,813 | $14.20M | 0.2% | +20.2% | 35.988% | |
4/5/2021 | Confluence Investment Management LLC | 463,880 | $11.62M | 0.2% | +782.6% | 54.574% | |
1/25/2021 | Confluence Investment Management LLC | 52,556 | $1.38M | 0.0% | +10.6% | 5.005% | |