2/17/2025 | St. Clair Advisors LLC | 100,451 | $5.72M | 1.6% | N/A | 1.762% | |
2/17/2025 | EP Wealth Advisors LLC | 1,760 | $100K | 0.0% | N/A | 0.031% | |
2/17/2025 | CoreCap Advisors LLC | 583 | $33K | 0.0% | +102.4% | 0.010% | |
2/17/2025 | Cetera Investment Advisers | 20,182 | $1.15M | 0.0% | +1.4% | 0.354% | |
2/17/2025 | Bank of America Corp DE | 4,893 | $279K | 0.0% | +349.3% | 0.086% | |
2/14/2025 | Jane Street Group LLC | 8,009 | $456K | 0.0% | -32.4% | 0.141% | |
2/14/2025 | Northern Trust Corp | 4,419,699 | $251.85M | 0.0% | +4.3% | 77.539% | |
2/14/2025 | MML Investors Services LLC | 26,024 | $1.48M | 0.0% | +5.7% | 0.457% | |
2/13/2025 | Hanlon Investment Management Inc. | 7,990 | $455K | 0.1% | -4.3% | 0.140% | |
2/13/2025 | Raymond James Financial Inc. | 5,938 | $338K | 0.0% | N/A | 0.104% | |
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2/13/2025 | Envestnet Asset Management Inc. | 153,181 | $8.73M | 0.0% | +0.7% | 2.687% | |
2/12/2025 | StoneX Group Inc. | 51,250 | $2.92M | 0.2% | N/A | 0.899% | |
2/11/2025 | Napatree Capital LLC | 9,175 | $523K | 0.3% | N/A | 0.161% | |
2/11/2025 | LPL Financial LLC | 15,402 | $878K | 0.0% | +6.4% | 0.270% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 30,573 | $1.74M | 0.0% | -4.1% | 0.536% | |
2/10/2025 | Hills Bank & Trust Co | 250,933 | $14.30M | 1.1% | +45.4% | 4.402% | |
2/10/2025 | Farther Finance Advisors LLC | 1,496 | $85K | 0.0% | -44.0% | 0.026% | |
2/7/2025 | PFG Advisors | 41,479 | $2.36M | 0.1% | +4.6% | 0.728% | |
2/7/2025 | NBT Bank N A NY | 19,725 | $1.12M | 0.1% | +36.1% | 0.346% | |
2/6/2025 | Raymond James Financial Inc. | 5,938 | $338K | 0.0% | N/A | 0.104% | |
1/29/2025 | Bristlecone Advisors LLC | 27,840 | $1.59M | 0.1% | -2.6% | 0.488% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 184,877 | $10.54M | 0.5% | +7.9% | 3.243% | |
1/17/2025 | Missouri Trust & Investment Co | 42,371 | $2.41M | 0.8% | +14.5% | 0.743% | |
1/16/2025 | Grove Bank & Trust | 6,820 | $389K | 0.1% | +98.8% | 0.120% | |
1/15/2025 | Fermata Advisors LLC | 15,721 | $896K | 0.2% | -10.0% | 0.276% | |
1/8/2025 | Park National Corp OH | 26,478 | $1.51M | 0.1% | +2.9% | 0.465% | |
1/6/2025 | Boltwood Capital Management | 71,954 | $4.10M | 1.2% | +1.8% | 1.262% | |
11/15/2024 | MML Investors Services LLC | 24,629 | $1.53M | 0.0% | +80.9% | 0.432% | |
11/15/2024 | Jane Street Group LLC | 11,840 | $737K | 0.0% | -54.8% | 0.208% | |
11/14/2024 | Flow Traders U.S. LLC | 3,764 | $234K | 0.0% | -72.5% | 0.066% | |
11/5/2024 | Missouri Trust & Investment Co | 36,993 | $2.30M | 0.8% | -3.5% | 0.649% | |
11/1/2024 | Assetmark Inc. | 1,933 | $120K | 0.0% | -9.0% | 0.034% | |
10/30/2024 | Hanlon Investment Management Inc. | 8,347 | $520K | 0.1% | +22.5% | 0.146% | |
10/29/2024 | Forum Financial Management LP | 3,259 | $203K | 0.0% | N/A | 0.057% | |
10/29/2024 | Farther Finance Advisors LLC | 2,671 | $166K | 0.0% | -20.7% | 0.047% | |
10/28/2024 | Hills Bank & Trust Co | 172,627 | $10.75M | 0.8% | +0.4% | 3.029% | |
10/24/2024 | Bristlecone Advisors LLC | 28,578 | $1.78M | 0.1% | +12.4% | 0.501% | |
10/15/2024 | PFG Advisors | 39,659 | $2.47M | 0.2% | +12.4% | 0.696% | |
10/11/2024 | Grove Bank & Trust | 3,431 | $214K | 0.0% | N/A | 0.060% | |
10/9/2024 | Fermata Advisors LLC | 17,472 | $1.09M | 0.2% | +5.3% | 0.307% | |
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10/8/2024 | Dynamic Advisor Solutions LLC | 171,355 | $10.67M | 0.3% | +5.4% | 3.006% | |
10/2/2024 | Boltwood Capital Management | 70,696 | $4.40M | 1.3% | +0.9% | 1.240% | |
10/1/2024 | Park National Corp OH | 25,734 | $1.60M | 0.1% | +25.1% | 0.451% | |
8/22/2024 | Cetera Investment Advisers | 18,636 | $1.02M | 0.0% | -2.5% | 0.327% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,612 | $1.13M | 0.0% | +1.2% | 0.362% | |
8/8/2024 | Envestnet Asset Management Inc. | 116,792 | $6.38M | 0.0% | -1.7% | 2.049% | |
8/8/2024 | PFG Advisors | 35,272 | $1.93M | 0.1% | +33.8% | 0.619% | |
8/7/2024 | Studio Investment Management LLC | 19,433 | $1.06M | 0.2% | +14.5% | 0.341% | |
7/31/2024 | NBT Bank N A NY | 14,089 | $769K | 0.1% | -4.5% | 0.247% | |
7/26/2024 | Bristlecone Advisors LLC | 25,417 | $1.39M | 0.1% | +44.5% | 0.446% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 31,451 | $1.72M | 0.0% | +0.6% | 0.552% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 162,501 | $8.87M | 0.3% | -11.6% | 2.851% | |
7/13/2024 | Fermata Advisors LLC | 16,589 | $906K | 0.2% | -1.4% | 0.291% | |
7/8/2024 | Boltwood Capital Management | 70,057 | $3.82M | 1.2% | -3.4% | 1.229% | |
5/24/2024 | Cetera Advisors LLC | 6,631 | $377K | 0.0% | N/A | 0.116% | |
5/7/2024 | PFG Advisors | 26,360 | $1.50M | 0.1% | +9.0% | 0.471% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,266 | $1.78M | 0.0% | +15.4% | 0.558% | |
5/2/2024 | Hanlon Investment Management Inc. | 6,779 | $385K | 0.1% | +3.1% | 0.121% | |
4/24/2024 | NBT Bank N A NY | 14,749 | $838K | 0.1% | +9.0% | 0.263% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 183,893 | $10.45M | 0.4% | +7.6% | 3.143% | |
4/4/2024 | Boltwood Capital Management | 72,500 | $4.12M | 1.3% | +8.5% | 1.239% | |
4/1/2024 | Park National Corp OH | 20,611 | $1.17M | 0.0% | +2.8% | 0.352% | |
2/16/2024 | Studio Investment Management LLC | 14,299 | $798K | 0.2% | +45.4% | 0.244% | |
2/13/2024 | Northern Trust Corp | 3,535,804 | $197.22M | 0.0% | +8.7% | 60.441% | |
2/9/2024 | Seven Mile Advisory | 4,043 | $226K | 0.2% | N/A | 0.069% | |
2/9/2024 | Hanlon Investment Management Inc. | 6,572 | $367K | 0.1% | -19.3% | 0.112% | |
2/8/2024 | Missouri Trust & Investment Co | 34,348 | $1.92M | 0.8% | -12.8% | 0.587% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 27,094 | $1.51M | 0.0% | -3.1% | 0.463% | |
1/25/2024 | Bristlecone Advisors LLC | 17,396 | $970K | 0.1% | -12.0% | 0.297% | |
1/19/2024 | Fermata Advisors LLC | 16,798 | $937K | 0.2% | +6.5% | 0.287% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 170,844 | $9.33M | 0.3% | +35.4% | 2.920% | |
1/10/2024 | Sound Income Strategies LLC | 736 | $41K | 0.0% | N/A | 0.013% | |
1/5/2024 | Boltwood Capital Management | 66,811 | $3.73M | 1.2% | +4.3% | 1.142% | |
1/2/2024 | Park National Corp OH | 20,051 | $1.12M | 0.0% | +1.3% | 0.343% | |
12/6/2023 | Citigroup Inc. | 2,910 | $142K | 0.0% | +22.0% | 0.050% | |
11/16/2023 | Studio Investment Management LLC | 9,832 | $481K | 0.1% | +152.2% | 0.168% | |
11/13/2023 | Northern Trust Corp | 3,253,462 | $159.17M | 0.0% | -3.5% | 55.615% | |
11/13/2023 | Envestnet Asset Management Inc. | 117,739 | $5.76M | 0.0% | -15.5% | 2.013% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 27,958 | $1.37M | 0.0% | N/A | 0.478% | |
11/9/2023 | ESL Trust Services LLC | 530,660 | $25.96M | 8.3% | +2.2% | 9.071% | |
11/7/2023 | Fermata Advisors LLC | 15,778 | $772K | 0.2% | +6.2% | 0.270% | |
11/6/2023 | Forum Financial Management LP | 4,229 | $207K | 0.0% | -5.2% | 0.072% | |
10/26/2023 | NBT Bank N A NY | 12,415 | $607K | 0.1% | -10.5% | 0.212% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,528 | $613K | 0.0% | -46.6% | 0.214% | |
10/13/2023 | PFG Advisors | 23,994 | $1.17M | 0.1% | +22.3% | 0.410% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 126,191 | $6.17M | 0.3% | +23.6% | 2.157% | |
10/10/2023 | Boltwood Capital Management | 64,056 | $3.13M | 1.2% | +9.1% | 1.095% | |
10/2/2023 | Park National Corp OH | 19,789 | $968K | 0.0% | -1.2% | 0.338% | |
8/11/2023 | Missouri Trust & Investment Co | 29,503 | $1.57M | 0.9% | +2.7% | 0.504% | |
8/11/2023 | Northern Trust Corp | 3,369,744 | $178.73M | 0.0% | -3.0% | 57.602% | |
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8/10/2023 | Cetera Advisor Networks LLC | 13,721 | $728K | 0.0% | -3.1% | 0.235% | |
8/10/2023 | Cetera Investment Advisers | 6,906 | $366K | 0.0% | +4.6% | 0.118% | |
8/8/2023 | Hanlon Investment Management Inc. | 8,236 | $437K | 0.1% | +25.0% | 0.141% | |
8/4/2023 | Envestnet Asset Management Inc. | 139,347 | $7.39M | 0.0% | +21.5% | 2.382% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 102,130 | $5.42M | 0.3% | +90.8% | 1.746% | |
8/3/2023 | Bank of New York Mellon Corp | 36,317 | $1.93M | 0.0% | -10.5% | 0.621% | |
8/3/2023 | Bristlecone Advisors LLC | 22,765 | $1.21M | 0.1% | -17.4% | 0.389% | |
7/31/2023 | LPL Financial LLC | 17,381 | $922K | 0.0% | -13.8% | 0.297% | |
7/26/2023 | Forum Financial Management LP | 4,459 | $237K | 0.0% | N/A | 0.076% | |
7/24/2023 | Fermata Advisors LLC | 14,855 | $789K | 0.7% | N/A | 0.254% | |