4/22/2025 | PFG Investments LLC | 10,035 | $389K | 0.0% | -3.9% | 0.000% | |
4/22/2025 | Jamison Private Wealth Management Inc. | 17,487 | $677K | 0.1% | +2.6% | 0.001% | |
4/22/2025 | Carr Financial Group Corp | 13,855 | $537K | 0.2% | -13.5% | 0.001% | |
4/21/2025 | Citizens & Northern Corp | 39,989 | $1.55M | 0.4% | -2.8% | 0.002% | |
4/21/2025 | Meriwether Wealth & Planning LLC | 5,384 | $209K | 0.1% | N/A | 0.000% | |
4/21/2025 | Abundance Wealth Counselors | 25,402 | $984K | 0.2% | +20.9% | 0.001% | |
4/21/2025 | Blue Trust Inc. | 5,642 | $219K | 0.0% | -5.5% | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 16,060 | $622K | 0.0% | -64.3% | 0.001% | |
4/21/2025 | Premier Path Wealth Partners LLC | 33,711 | $1.31M | 0.2% | -1.6% | 0.002% | |
4/21/2025 | Aspiriant LLC | 8,241 | $319K | 0.0% | N/A | 0.000% | |
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4/21/2025 | CWA Asset Management Group LLC | 22,114 | $857K | 0.0% | +36.4% | 0.001% | |
4/18/2025 | Cornerstone Wealth Management LLC | 10,630 | $412K | 0.0% | +11.4% | 0.001% | |
4/18/2025 | Clarius Group LLC | 6,092 | $236K | 0.0% | N/A | 0.000% | |
4/18/2025 | Five Oceans Advisors | 5,683 | $220K | 0.1% | N/A | 0.000% | |
4/18/2025 | Bell Bank | 195,082 | $7.56M | 0.4% | +7.5% | 0.009% | |
4/17/2025 | NBT Bank N A NY | 14,313 | $554K | 0.0% | +22.4% | 0.001% | |
4/17/2025 | Grimes & Company Inc. | 156,309 | $6.06M | 0.2% | +11.7% | 0.008% | |
4/17/2025 | Stockman Wealth Management Inc. | 257,201 | $9.96M | 1.5% | +18.4% | 0.012% | |
4/17/2025 | QRG Capital Management Inc. | 146,651 | $5.68M | 0.1% | -6.8% | 0.007% | |
4/17/2025 | Sagespring Wealth Partners LLC | 5,418 | $210K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 9,583 | $371K | 0.0% | -14.1% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 305,395 | $11.83M | 0.0% | +4.5% | 0.015% | |
4/17/2025 | M.E. Allison & CO. Inc. | 10,786 | $418K | 0.4% | +16.2% | 0.001% | |
4/17/2025 | Mission Wealth Management LP | 8,525 | $330K | 0.0% | -18.9% | 0.000% | |
4/17/2025 | Trust Co. of Toledo NA OH | 30,008 | $1.16M | 0.2% | +7.7% | 0.001% | |
4/17/2025 | Ritholtz Wealth Management | 51,513 | $2.00M | 0.1% | -28.4% | 0.002% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 8,215 | $318K | 0.0% | -7.2% | 0.000% | |
4/16/2025 | Hennessy Advisors Inc. | 163,660 | $6.34M | 0.2% | +31.4% | 0.008% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 178,510 | $6.92M | 0.0% | +2.2% | 0.009% | |
4/16/2025 | Stock Yards Bank & Trust Co. | 5,180 | $201K | 0.0% | N/A | 0.000% | |
4/16/2025 | Salem Investment Counselors Inc. | 2,348 | $92K | 0.0% | +27.1% | 0.000% | |
4/16/2025 | Thomasville National Bank | 876,997 | $33.98M | 2.5% | +78.5% | 0.043% | |
4/15/2025 | Fifth Third Bancorp | 4,381 | $170K | 0.0% | -10.4% | 0.000% | |
4/15/2025 | Cohen Klingenstein LLC | 79,398 | $3.08M | 0.1% | -19.1% | 0.004% | |
4/15/2025 | Investment Partners Asset Management Inc. | 16,058 | $622K | 0.5% | -4.4% | 0.001% | |
4/15/2025 | Bard Financial Services Inc. | 122,245 | $4.74M | 0.6% | +54.6% | 0.006% | |
4/15/2025 | CX Institutional | 1,175 | $46K | 0.0% | N/A | 0.000% | |
4/15/2025 | Integrated Advisors Network LLC | 9,714 | $376K | 0.0% | +6.9% | 0.000% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 12,736 | $493K | 0.0% | -13.0% | 0.001% | |
4/15/2025 | SG Americas Securities LLC | 18,840 | $730K | 0.0% | +71.4% | 0.001% | |
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4/15/2025 | MADDEN SECURITIES Corp | 106,830 | $4.14M | 1.6% | +22.2% | 0.005% | |
4/15/2025 | GAMMA Investing LLC | 4,447 | $172K | 0.0% | +107.8% | 0.000% | |
4/14/2025 | Bruce G. Allen Investments LLC | 5,749 | $223K | 0.2% | -6.0% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 6,085 | $230K | 0.0% | +50.1% | 0.000% | |
4/14/2025 | Daymark Wealth Partners LLC | 7,064 | $274K | 0.0% | -37.3% | 0.000% | |
4/14/2025 | Range Financial Group LLC | 9,135 | $354K | 0.2% | +7.7% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 77,630 | $3.01M | 0.0% | +47.8% | 0.004% | |
4/14/2025 | OLD National Bancorp IN | 9,106 | $353K | 0.0% | -18.0% | 0.000% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 20,200 | $783K | 0.1% | +12.8% | 0.001% | |
4/14/2025 | Clean Yield Group | 179,114 | $6.94M | 2.3% | -10.5% | 0.009% | |
4/11/2025 | First City Capital Management Inc. | 5,224 | $202K | 0.1% | N/A | 0.000% | |
4/11/2025 | Princeton Global Asset Management LLC | 822 | $32K | 0.0% | -39.3% | 0.000% | |
4/11/2025 | Stablepoint Partners LLC | 120,796 | $4.68M | 0.8% | +21.3% | 0.006% | |
4/10/2025 | Thrive Wealth Management LLC | 9,140 | $354K | 0.1% | +26.1% | 0.000% | |
4/10/2025 | Boltwood Capital Management | 11,988 | $464K | 0.1% | -3.7% | 0.001% | |
4/10/2025 | Cypress Wealth Services LLC | 11,444 | $443K | 0.1% | -4.4% | 0.001% | |
4/10/2025 | Gilman Hill Asset Management LLC | 69,861 | $2.71M | 0.5% | +8.7% | 0.003% | |
4/10/2025 | Naples Global Advisors LLC | 41,206 | $1.61M | 0.2% | -4.4% | 0.002% | |
4/10/2025 | Columbia Asset Management | 6,411 | $248K | 0.0% | -6.9% | 0.000% | |
4/10/2025 | HF Advisory Group LLC | 9,755 | $378K | 0.2% | +11.6% | 0.000% | |
4/10/2025 | Whipplewood Advisors LLC | 60,131 | $2.33M | 0.7% | +4,367.4% | 0.003% | |
4/9/2025 | InvesTrust | 104,609 | $4.05M | 1.1% | +3.3% | 0.005% | |
4/9/2025 | Merit Financial Group LLC | 20,775 | $805K | 0.0% | N/A | 0.001% | |
4/9/2025 | Keystone Financial Planning Inc. | 228,893 | $8.87M | 2.6% | +0.4% | 0.011% | |
4/9/2025 | NBC Securities Inc. | 34,684 | $1.34M | 0.1% | +108,287.5% | 0.002% | |
4/9/2025 | Enterprise Bank & Trust Co | 24,616 | $954K | 0.4% | -8.5% | 0.001% | |
4/9/2025 | Douglas Lane & Associates LLC | 1,521,526 | $58.94M | 0.9% | -6.6% | 0.074% | |
4/9/2025 | JTC Employer Solutions Trustee Ltd | 15,260,368 | $591.57M | 48.6% | -24.7% | 0.737% | |
4/9/2025 | Bond & Devick Financial Network Inc. | 5,330 | $206K | 0.1% | -31.9% | 0.000% | |
4/8/2025 | Rhumbline Advisers | 18,403 | $713K | 0.0% | +2.1% | 0.001% | |
4/8/2025 | Cerro Pacific Wealth Advisors LLC | 8,322 | $322K | 0.1% | -26.3% | 0.000% | |
4/8/2025 | J2 Capital Management Inc | 13,683 | $530K | 0.5% | -22.3% | 0.001% | |
4/8/2025 | Meyer Handelman Co. | 18,057 | $700K | 0.0% | -5.0% | 0.001% | |
4/8/2025 | Rothschild Investment LLC | 12,272 | $475K | 0.0% | +3.3% | 0.001% | |
4/8/2025 | Parallel Advisors LLC | 7,377 | $286K | 0.0% | -25.0% | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 172,277 | $66.74M | 0.0% | +7,950.3% | 0.008% | |
4/7/2025 | AdvisorNet Financial Inc | 19,788 | $767K | 0.1% | -5.9% | 0.001% | |
4/4/2025 | Moody National Bank Trust Division | 11,065 | $429K | 0.0% | +4.5% | 0.001% | |
4/3/2025 | Versant Capital Management Inc | 6,316 | $245K | 0.0% | +7,077.3% | 0.000% | |
4/3/2025 | Central Pacific Bank Trust Division | 24,410 | $946K | 0.1% | +10.7% | 0.001% | |
4/3/2025 | First Hawaiian Bank | 101,039 | $3.91M | 0.2% | +18.8% | 0.005% | |
3/24/2025 | Wellington Management Group LLP | 2,094,105 | $70.82M | 0.0% | +10.0% | 0.101% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 174,688 | $5.91M | 0.0% | +8.1% | 0.008% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 7,392 | $250K | 0.0% | -98.1% | 0.000% | |
3/12/2025 | Northstar Financial Companies Inc. | 6,735 | $228K | 0.2% | N/A | 0.000% | |
3/10/2025 | Capstone Triton Financial Group LLC | 6,996 | $237K | 0.1% | -10.1% | 0.000% | |
3/7/2025 | Aegis Wealth Management LLC | 8,459 | $286K | 0.2% | N/A | 0.000% | |
3/5/2025 | Probity Advisors Inc. | 15,120 | $511K | 0.1% | +58.8% | 0.001% | |
2/28/2025 | BridgePort Financial Solutions LLC | 8,318 | $310K | 0.1% | N/A | 0.000% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 11,525 | $390K | 0.4% | N/A | 0.001% | |
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2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 405,963 | $13.73M | 0.0% | N/A | 0.020% | |
2/28/2025 | Employees Retirement System of Texas | 95,136 | $3.22M | 0.0% | -43.3% | 0.005% | |
2/27/2025 | Brucke Financial Inc. | 13,184 | $465K | 0.4% | N/A | 0.001% | |
2/26/2025 | Yoffe Investment Management LLC | 13,657 | $462K | 0.7% | N/A | 0.001% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 25,346 | $867K | 0.0% | -17.8% | 0.001% | |
2/25/2025 | Integrated Advisors Network LLC | 9,089 | $308K | 0.0% | -24.0% | 0.000% | |
2/21/2025 | AlphaCore Capital LLC | 10,017 | $339K | 0.1% | -26.6% | 0.000% | |
2/20/2025 | Forum Financial Management LP | 13,397 | $453K | 0.0% | +167.9% | 0.001% | |
2/20/2025 | Michels Family Financial LLC | 11,150 | $377K | 0.3% | N/A | 0.001% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 68,665 | $2.32M | 0.5% | -17.9% | 0.003% | |