11/18/2024 | Gould Capital LLC | 90,918 | $2.81M | 1.8% | +4.5% | 0.118% | |
11/15/2024 | Dean Investment Associates LLC | 270,693 | $8.35M | 1.1% | +2.2% | 0.352% | |
11/14/2024 | L.M. Kohn & Company | 9,290 | $287K | 0.1% | -6.8% | 0.012% | |
11/13/2024 | BNP Paribas Financial Markets | 1,159 | $36K | 0.0% | -99.6% | 0.002% | |
11/13/2024 | Private Trust Co. NA | 13,617 | $420K | 0.0% | +33.3% | 0.018% | |
11/8/2024 | First Horizon Advisors Inc. | 1,115 | $34K | 0.0% | N/A | 0.001% | |
|
11/8/2024 | Avior Wealth Management LLC | 19,269 | $594K | 0.0% | +4.7% | 0.025% | |
11/6/2024 | Mount Lucas Management LP | 24,129 | $744K | 0.3% | +6.9% | 0.031% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 281,178 | $8.67M | 0.1% | -2.4% | 0.365% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 17,480 | $539K | 0.0% | +12.5% | 0.023% | |
10/29/2024 | Centennial Bank AR | 4,494 | $139K | 0.1% | N/A | 0.006% | |
10/29/2024 | Janney Montgomery Scott LLC | 79,650 | $2.46M | 0.0% | +43.3% | 0.103% | |
10/29/2024 | Farther Finance Advisors LLC | 60,900 | $1.88M | 0.1% | +55.9% | 0.079% | |
10/24/2024 | Nisa Investment Advisors LLC | 73,100 | $2.26M | 0.0% | -44.4% | 0.095% | |
10/24/2024 | Astor Investment Management LLC | 647,929 | $19.99M | 9.6% | +60.3% | 0.841% | |
10/18/2024 | ST Germain D J Co. Inc. | 96,811 | $2.99M | 0.1% | -1.3% | 0.126% | |
10/15/2024 | NBC Securities Inc. | 31,216 | $963K | 0.1% | -1.3% | 0.041% | |
10/8/2024 | Future Financial Wealth Managment LLC | 2,200 | $68K | 0.0% | N/A | 0.003% | |
10/3/2024 | Curbstone Financial Management Corp | 646,626 | $19.95M | 4.3% | +3.4% | 0.840% | |
10/1/2024 | Appleton Partners Inc. MA | 207,854 | $6.41M | 0.5% | +5.3% | 0.270% | |
8/16/2024 | Sunbelt Securities Inc. | 829 | $26K | 0.0% | N/A | 0.001% | |
8/9/2024 | Terril Brothers Inc. | 148,915 | $4.59M | 1.6% | -10.9% | 0.193% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 287,949 | $8.88M | 0.1% | -2.1% | 0.374% | |
8/7/2024 | Liberty Wealth Management LLC | 96,003 | $2.96M | 0.1% | N/A | 0.125% | |
8/6/2024 | Mount Lucas Management LP | 22,572 | $696K | 0.2% | -4.2% | 0.029% | |
8/1/2024 | TIAA Trust National Association | 3,192,129 | $98.48M | 0.3% | +116.0% | 4.146% | |
8/1/2024 | Summit Financial LLC | 7,020 | $217K | 0.0% | N/A | 0.009% | |
7/31/2024 | Farther Finance Advisors LLC | 39,064 | $1.20M | 0.1% | +32.9% | 0.051% | |
7/30/2024 | Vantage Investment Partners LLC | 11,033 | $340K | 0.0% | -55.2% | 0.014% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 15,533 | $479K | 0.0% | -14.2% | 0.020% | |
7/26/2024 | Bank of New York Mellon Corp | 31,647 | $976K | 0.0% | -21.7% | 0.041% | |
7/23/2024 | 1620 Investment Advisors Inc. | 838 | $26K | 0.0% | N/A | 0.001% | |
7/23/2024 | MFA Wealth Advisors LLC | 735,710 | $22.70M | 5.0% | -5.9% | 0.955% | |
7/20/2024 | Nisa Investment Advisors LLC | 131,500 | $4.06M | 0.0% | N/A | 0.171% | |
7/11/2024 | Manning & Napier Advisors LLC | 567,445 | $17.51M | 0.2% | N/A | 0.737% | |
7/10/2024 | NBC Securities Inc. | 31,638 | $976K | 0.1% | -1.5% | 0.041% | |
7/8/2024 | ST Germain D J Co. Inc. | 98,071 | $3.03M | 0.1% | -3.3% | 0.127% | |
7/3/2024 | Curbstone Financial Management Corp | 625,126 | $19.29M | 4.2% | +3.9% | 0.812% | |
5/17/2024 | Comerica Bank | 11,464 | $353K | 0.0% | -56.8% | 0.015% | |
5/13/2024 | Windham Capital Management LLC | 13,407 | $413K | 0.3% | +3.8% | 0.017% | |
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5/13/2024 | Penobscot Investment Management Company Inc. | 280,666 | $8.65M | 0.9% | +4.8% | 0.365% | |
5/10/2024 | TIAA Trust National Association | 1,478,057 | $45.55M | 0.1% | -19.1% | 1.920% | |
5/1/2024 | Janney Montgomery Scott LLC | 46,921 | $1.45M | 0.0% | N/A | 0.062% | |
5/1/2024 | BNP Paribas Financial Markets | 57,917 | $1.79M | 0.0% | N/A | 0.076% | |
4/25/2024 | Triumph Capital Management | 12,182 | $376K | 0.2% | -18.9% | 0.016% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 18,108 | $558K | 0.0% | +2.6% | 0.024% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 19,318 | $596K | 0.0% | +5.2% | 0.025% | |
4/15/2024 | Future Financial Wealth Managment LLC | 2,200 | $68K | 0.1% | N/A | 0.003% | |
4/9/2024 | Curbstone Financial Management Corp | 601,712 | $18.55M | 4.0% | +2.3% | 0.763% | |
4/5/2024 | NBC Securities Inc. | 32,131 | $991K | 0.1% | -2.0% | 0.041% | |
4/2/2024 | ST Germain D J Co. Inc. | 101,426 | $3.13M | 0.2% | -2.0% | 0.129% | |
4/1/2024 | Appleton Partners Inc. MA | 197,178 | $6.08M | 0.5% | -3.5% | 0.250% | |
2/20/2024 | Able Wealth Management LLC | 7,654 | $234K | 0.2% | N/A | 0.010% | |
2/12/2024 | Fiduciary Trust Co | 31,623 | $967K | 0.0% | +19.1% | 0.040% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 17,653 | $540K | 0.1% | +11.4% | 0.022% | |
2/8/2024 | Rock Point Advisors LLC | 17,995 | $550K | 0.2% | -24.9% | 0.023% | |
2/7/2024 | NBC Securities Inc. | 32,801 | $1.00M | 0.1% | -24.5% | 0.042% | |
2/7/2024 | AGF Management Ltd. | 13,780 | $422K | 0.0% | -10.3% | 0.017% | |
2/7/2024 | Ethos Financial Group LLC | 8,015 | $245K | 0.1% | N/A | 0.010% | |
2/5/2024 | Triumph Capital Management | 15,021 | $459K | 0.2% | -22.2% | 0.019% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 267,766 | $8.19M | 1.0% | +0.1% | 0.339% | |
2/5/2024 | Fernwood Investment Management LLC | 32,000 | $979K | 0.2% | -20.0% | 0.041% | |
2/2/2024 | Terril Brothers Inc. | 191,540 | $5.86M | 2.1% | -3.2% | 0.243% | |
2/1/2024 | NewSquare Capital LLC | 231,321 | $7.08M | 0.7% | -2.4% | 0.293% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,786 | $55K | 0.0% | N/A | 0.002% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 295,723 | $9.05M | 0.1% | -1.2% | 0.375% | |
1/24/2024 | Private Trust Co. NA | 8,336 | $255K | 0.0% | -5.9% | 0.011% | |
1/23/2024 | TIAA Trust National Association | 1,826,927 | $55.89M | 0.2% | -14.0% | 2.315% | |
1/11/2024 | Avity Investment Management Inc. | 23,147 | $708K | 0.1% | +3.6% | 0.029% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 97,833 | $2.99M | 0.3% | +27,075.8% | 0.124% | |
1/8/2024 | Curbstone Financial Management Corp | 588,112 | $17.99M | 4.1% | +21.8% | 0.745% | |
1/8/2024 | Vigilare Wealth Management | 19,380 | $593K | 0.3% | N/A | 0.025% | |
1/2/2024 | Appleton Partners Inc. MA | 204,399 | $6.25M | 0.5% | +1.8% | 0.259% | |
11/15/2023 | Ameriprise Financial Inc. | 3,453,756 | $106.10M | 0.0% | -48.2% | 4.377% | |
11/9/2023 | Gould Capital LLC | 81,481 | $2.49M | 2.0% | +2.1% | 0.103% | |
11/9/2023 | Rock Point Advisors LLC | 23,970 | $736K | 0.3% | -22.0% | 0.030% | |
11/9/2023 | Betterment LLC | 6,827 | $210K | 0.0% | N/A | 0.009% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 299,243 | $9.19M | 0.2% | -15.9% | 0.379% | |
11/8/2023 | Terril Brothers Inc. | 197,840 | $6.08M | 2.9% | -2.9% | 0.251% | |
11/8/2023 | Penobscot Investment Management Company Inc. | 267,421 | $8.22M | 1.1% | -0.6% | 0.339% | |
11/6/2023 | L.M. Kohn & Company | 8,467 | $260K | 0.1% | -15.7% | 0.011% | |
11/4/2023 | NBC Securities Inc. | 43,437 | $1.33M | 0.1% | N/A | 0.055% | |
11/4/2023 | Q3 Asset Management | 83,894 | $2.58M | 1.0% | -1.8% | 0.106% | |
11/3/2023 | NewSquare Capital LLC | 236,981 | $7.28M | 0.8% | -0.5% | 0.300% | |
10/31/2023 | Triumph Capital Management | 19,305 | $593K | 0.3% | -64.1% | 0.024% | |
10/27/2023 | TIAA Trust National Association | 2,123,567 | $65.24M | 0.2% | N/A | 2.691% | |
10/24/2023 | Bank of New York Mellon Corp | 54,525 | $1.68M | 0.0% | -7.8% | 0.069% | |
10/23/2023 | YHB Investment Advisors Inc. | 40,331 | $1.24M | 0.1% | -5.1% | 0.051% | |
10/23/2023 | ST Germain D J Co. Inc. | 112,336 | $3.45M | 0.2% | -28.8% | 0.142% | |
10/23/2023 | Boyd Watterson Asset Management LLC OH | 1,953 | $60K | 0.0% | -40.1% | 0.002% | |
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10/18/2023 | Avity Investment Management Inc. | 22,347 | $686K | 0.1% | -8.2% | 0.028% | |
10/10/2023 | Bank of New Hampshire | 119,961 | $3.69M | 1.1% | -1.1% | 0.152% | |
10/3/2023 | Appleton Partners Inc. MA | 200,708 | $6.17M | 0.5% | +0.3% | 0.254% | |
9/7/2023 | ST Germain D J Co. Inc. | 157,886 | $4.85M | 0.3% | N/A | 0.200% | |
8/14/2023 | Mount Lucas Management LP | 16,842 | $517K | 0.2% | -4.1% | 0.021% | |
8/11/2023 | Baird Financial Group Inc. | 292,984 | $8.99M | 0.0% | +1.9% | 0.371% | |
8/10/2023 | Penobscot Investment Management Company Inc. | 269,166 | $8.26M | 1.4% | -1.4% | 0.334% | |
8/10/2023 | YHB Investment Advisors Inc. | 42,516 | $1.31M | 0.1% | -4.1% | 0.053% | |
8/9/2023 | Flow Traders U.S. LLC | 17,130 | $526K | 0.0% | -85.3% | 0.021% | |
8/7/2023 | Dean Investment Associates LLC | 279,621 | $8.58M | 1.4% | +1.7% | 0.347% | |