1/17/2025 | Bartlett & CO. Wealth Management LLC | 687 | $54K | 0.0% | -35.1% | 0.000% | |
1/17/2025 | SG Americas Securities LLC | 153,162 | $12.05M | 0.0% | +31.0% | 0.080% | |
1/17/2025 | Park Place Capital Corp | 1,462 | $115K | 0.0% | -31.7% | 0.001% | |
1/16/2025 | Central Bank & Trust Co. | 90,020 | $7.08M | 1.1% | -11.3% | 0.047% | |
1/16/2025 | Union Savings Bank | 1,736 | $137K | 0.1% | N/A | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 3,977 | $313K | 0.0% | -27.9% | 0.002% | |
|
1/16/2025 | City Holding Co. | 19,244 | $1.51M | 0.2% | +11.9% | 0.010% | |
1/15/2025 | Financial Management Professionals Inc. | 3,066 | $241K | 0.0% | +12.6% | 0.002% | |
1/15/2025 | BTS Asset Management Inc. | 13,837 | $1.09M | 1.1% | -4.9% | 0.007% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 18,548 | $1.46M | 0.0% | -3.0% | 0.010% | |
1/15/2025 | Arkadios Wealth Advisors | 16,008 | $1.26M | 0.1% | +2.2% | 0.008% | |
1/14/2025 | USA Financial Formulas | 124,266 | $9.77M | 1.5% | -6.6% | 0.065% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,879 | $226K | 0.0% | +82.7% | 0.002% | |
1/13/2025 | AdvisorNet Financial Inc | 23,969 | $1.89M | 0.2% | -7.2% | 0.013% | |
1/13/2025 | Burns J W & Co. Inc. NY | 11,058 | $870K | 0.1% | +48.1% | 0.006% | |
1/10/2025 | Harbor Capital Advisors Inc. | 3,919 | $308K | 0.0% | +135.8% | 0.002% | |
1/8/2025 | Worth Asset Management LLC | 4,591 | $361K | 0.2% | -25.5% | 0.002% | |
1/6/2025 | Stairway Partners LLC | 307,948 | $24.22M | 1.5% | +3.5% | 0.161% | |
12/26/2024 | JPMorgan Chase & Co. | 1,842,486 | $147.95M | 0.0% | +50.0% | 0.966% | |
11/18/2024 | TD Private Client Wealth LLC | 57,021 | $4.58M | 0.1% | -7.0% | 0.030% | |
11/18/2024 | Virtue Capital Management LLC | 27,331 | $2.20M | 0.4% | -4.3% | 0.014% | |
11/18/2024 | Sunbelt Securities Inc. | 19,049 | $1.53M | 0.2% | +80.3% | 0.010% | |
11/18/2024 | Toronto Dominion Bank | 108,500 | $8.71M | 0.0% | -84.1% | 0.057% | |
11/18/2024 | Mittelman Wealth Management | 25,662 | $2.06M | 1.2% | +287.6% | 0.013% | |
11/15/2024 | Continuum Advisory LLC | 15,656 | $1.24M | 0.2% | +9.2% | 0.008% | |
11/15/2024 | Dorsey Wright & Associates | 7,095 | $570K | 0.1% | -8.8% | 0.004% | |
11/15/2024 | iA Global Asset Management Inc. | 1,153,901 | $92.66M | 1.6% | -21.2% | 0.605% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 169,472 | $13.55M | 0.1% | +0.4% | 0.089% | |
11/15/2024 | IHT Wealth Management LLC | 17,279 | $1.39M | 0.0% | +129.6% | 0.009% | |
11/15/2024 | Integrated Wealth Concepts LLC | 40,987 | $3.29M | 0.0% | +62.9% | 0.021% | |
11/15/2024 | Community Bank N.A. | 956 | $77K | 0.0% | -25.1% | 0.001% | |
11/14/2024 | Ironwood Investment Counsel LLC | 21,636 | $1.74M | 0.3% | +5.5% | 0.011% | |
11/14/2024 | Captrust Financial Advisors | 12,928 | $1.04M | 0.0% | -51.6% | 0.007% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 1,340 | $108K | 0.0% | N/A | 0.001% | |
11/14/2024 | BNP Paribas | 2,820,701 | $226.50M | 9.4% | +2,083.1% | 1.478% | |
11/14/2024 | Metropolitan Life Insurance Co NY | 75,273 | $6.04M | 2.1% | +50.1% | 0.039% | |
11/13/2024 | Private Trust Co. NA | 5,503 | $442K | 0.0% | +16.4% | 0.003% | |
11/13/2024 | Loomis Sayles & Co. L P | 3,903,830 | $313.48M | 0.4% | +2,933.8% | 2.046% | |
11/13/2024 | Fisher Asset Management LLC | 2,686 | $216K | 0.0% | -58.4% | 0.001% | |
11/12/2024 | Icon Wealth Advisors LLC | 10,899 | $875K | 0.0% | +419.5% | 0.006% | |
|
11/12/2024 | Eagle Asset Management Inc. | 127,052 | $10.14M | 0.1% | N/A | 0.067% | |
11/8/2024 | First Horizon Advisors Inc. | 6,313 | $507K | 0.0% | -14.4% | 0.003% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 215,643 | $17.32M | 0.2% | +15.3% | 0.113% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 129,516 | $10.40M | 0.0% | +12.1% | 0.068% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 19,885 | $1.60M | 0.1% | +1.1% | 0.010% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 29,968 | $2.41M | 0.0% | +65.6% | 0.016% | |
11/2/2024 | Transcendent Capital Group LLC | 42,032 | $3.38M | 1.7% | -3.1% | 0.022% | |
11/1/2024 | Sonata Capital Group Inc. | 7,285 | $585K | 0.2% | N/A | 0.004% | |
10/30/2024 | United Advisor Group LLC | 3,829 | $307K | 0.1% | N/A | 0.002% | |
10/30/2024 | Central Bank & Trust Co. | 101,529 | $8.15M | 1.1% | -0.8% | 0.053% | |
10/29/2024 | Nvwm LLC | 5,105 | $410K | 0.1% | +136.1% | 0.003% | |
10/29/2024 | Harbor Capital Advisors Inc. | 1,662 | $133K | 0.0% | -54.4% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 42,115 | $3.38M | 0.0% | +6.3% | 0.022% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 313 | $25K | 0.0% | -81.2% | 0.000% | |
10/28/2024 | Rosenberg Matthew Hamilton | 1,379 | $111K | 0.0% | +39.3% | 0.001% | |
10/25/2024 | Strategic Blueprint LLC | 10,438 | $838K | 0.1% | -10.6% | 0.005% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 154,611 | $12.42M | 0.4% | +3.2% | 0.081% | |
10/24/2024 | Amarillo National Bank | 190,961 | $15.33M | 2.8% | +1.2% | 0.100% | |
10/24/2024 | Arkadios Wealth Advisors | 15,660 | $1.26M | 0.1% | +9.3% | 0.008% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 779 | $63K | 0.0% | -47.7% | 0.000% | |
10/23/2024 | Burke & Herbert Bank & Trust Co. | 19,008 | $1.53M | 0.4% | -1.5% | 0.010% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 2,712 | $218K | 0.1% | -50.0% | 0.001% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 2,486 | $200K | 0.1% | +30.5% | 0.001% | |
10/23/2024 | BTS Asset Management Inc. | 14,546 | $1.17M | 1.1% | -37.8% | 0.008% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 19,142 | $1.54M | 0.4% | -3.4% | 0.010% | |
10/22/2024 | Coston McIsaac & Partners | 5,445 | $437K | 0.1% | -4.6% | 0.003% | |
10/22/2024 | Rebalance LLC | 91,790 | $7.37M | 0.5% | +2.7% | 0.048% | |
10/22/2024 | Sierra Capital LLC | 15,746 | $1.26M | 0.2% | -32.7% | 0.008% | |
10/21/2024 | Vicus Capital | 29,698 | $2.39M | 0.2% | -21.2% | 0.016% | |
10/21/2024 | Whittier Trust Co. | 15,399 | $1.24M | 0.0% | -2.6% | 0.008% | |
10/16/2024 | Greenup Street Wealth Management LLC | 65,633 | $5.27M | 1.1% | +15.2% | 0.034% | |
10/15/2024 | Aspect Partners LLC | 364 | $29K | 0.0% | -91.3% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 26,703 | $2.14M | 0.2% | -4.6% | 0.014% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,576 | $127K | 0.0% | +72.8% | 0.001% | |
10/9/2024 | Worth Asset Management LLC | 6,163 | $495K | 0.3% | N/A | 0.003% | |
10/9/2024 | Money Design Co. Ltd. | 249,909 | $20.07M | 1.0% | N/A | 0.131% | |
10/9/2024 | USA Financial Formulas | 133,048 | $10.68M | 1.7% | +2.3% | 0.070% | |
10/8/2024 | City Holding Co. | 17,193 | $1.38M | 0.2% | +10.4% | 0.009% | |
10/7/2024 | Bank of New Hampshire | 606 | $49K | 0.0% | -39.8% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 7,465 | $599K | 0.1% | -3.5% | 0.004% | |
10/5/2024 | Stairway Partners LLC | 297,484 | $23.89M | 1.5% | +19.0% | 0.156% | |
10/3/2024 | SG Americas Securities LLC | 116,887 | $9.39M | 0.0% | -76.8% | 0.061% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 5,519 | $443K | 0.0% | +71.2% | 0.003% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 1,490 | $118K | 0.0% | N/A | 0.001% | |
8/16/2024 | Sunbelt Securities Inc. | 10,563 | $815K | 0.1% | -37.9% | 0.006% | |
8/15/2024 | Dorsey Wright & Associates | 7,780 | $600K | 0.2% | -7.2% | 0.004% | |
8/15/2024 | Alley Investment Management Company LLC | 132,615 | $10.23M | 1.4% | +4.9% | 0.070% | |
8/15/2024 | Toronto Dominion Bank | 682,340 | $52.64M | 0.1% | +528.9% | 0.358% | |
8/13/2024 | Boston Research & Management Inc. | 33,392 | $2.58M | 0.7% | -1.0% | 0.018% | |
8/12/2024 | Richardson Financial Services Inc. | 30,450 | $2.35M | 1.6% | -10.7% | 0.016% | |
|
8/12/2024 | Mittelman Wealth Management | 6,621 | $511K | 0.3% | +125.1% | 0.003% | |
8/10/2024 | EPIQ Capital Group LLC | 10,910 | $842K | 0.3% | +152.8% | 0.006% | |
8/9/2024 | One Capital Management LLC | 85,207 | $6.57M | 0.2% | -9.7% | 0.045% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 187,052 | $14.43M | 0.2% | +384.3% | 0.098% | |
8/8/2024 | Vista Capital Partners Inc. | 2,698 | $208K | 0.0% | N/A | 0.001% | |
8/8/2024 | Parallel Advisors LLC | 157,926 | $12.18M | 0.3% | +0.5% | 0.083% | |
8/8/2024 | 1ST Source Bank | 24,374 | $1.88M | 0.1% | -24.8% | 0.013% | |
8/8/2024 | Pinkerton Retirement Specialists LLC | 107,842 | $8.32M | 1.3% | +6.0% | 0.057% | |
8/7/2024 | Vantage Financial Partners LLC | 2,883 | $222K | 0.1% | -26.8% | 0.002% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 18,900 | $1.46M | 0.1% | +3.0% | 0.010% | |