2/18/2025 | 10Elms LLP | 39,151 | $975K | 1.0% | N/A | 0.053% | |
2/17/2025 | Captrust Financial Advisors | 396,325 | $9.87M | 0.0% | +32.3% | 0.541% | |
2/17/2025 | Cary Street Partners Financial LLC | 32,763 | $816K | 0.0% | N/A | 0.045% | |
2/17/2025 | Baird Financial Group Inc. | 24,191 | $602K | 0.0% | +9.9% | 0.033% | |
2/17/2025 | Ameriprise Financial Inc. | 1,083,928 | $26.99M | 0.0% | -8.9% | 1.481% | |
2/17/2025 | Ancora Advisors LLC | 16,131 | $402K | 0.0% | +14.9% | 0.022% | |
2/14/2025 | Arrow Financial Corp | 563,736 | $14.04M | 1.3% | +3.9% | 0.770% | |
2/14/2025 | Integrated Wealth Concepts LLC | 122,907 | $3.06M | 0.0% | -4.0% | 0.168% | |
2/13/2025 | Foster Dykema Cabot & Partners LLC | 11,600 | $289K | 0.0% | +866.7% | 0.016% | |
2/13/2025 | United Capital Financial Advisors LLC | 73,881 | $1.84M | 0.0% | +10.5% | 0.101% | |
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2/13/2025 | Hurley Capital LLC | 6,154 | $153K | 0.1% | N/A | 0.008% | |
2/12/2025 | Godshalk Welsh Capital Management Inc. | 41,600 | $1.04M | 0.7% | +378.2% | 0.057% | |
2/12/2025 | JPMorgan Chase & Co. | 7,280 | $181K | 0.0% | +514.9% | 0.010% | |
2/11/2025 | Sandy Spring Bank | 226,686 | $5.64M | 0.2% | +1.6% | 0.310% | |
2/10/2025 | Parallel Advisors LLC | 236,278 | $5.88M | 0.1% | +24.0% | 0.323% | |
2/10/2025 | Hills Bank & Trust Co | 6,457 | $161K | 0.0% | N/A | 0.009% | |
2/7/2025 | Rebalance LLC | 139,288 | $3.47M | 0.3% | N/A | 0.190% | |
2/7/2025 | Horan Securities Inc. | 38,079 | $948K | 0.4% | N/A | 0.052% | |
2/5/2025 | Peloton Wealth Strategists | 319,174 | $7.95M | 3.2% | +9.3% | 0.436% | |
2/4/2025 | Bank of New York Mellon Corp | 30,942 | $770K | 0.0% | +19.0% | 0.042% | |
2/3/2025 | First Horizon Advisors Inc. | 8,040 | $200K | 0.0% | +178.4% | 0.011% | |
2/3/2025 | Centricity Wealth Management LLC | 181,582 | $4.52M | 4.2% | N/A | 0.248% | |
2/3/2025 | Lyell Wealth Management LP | 331,018 | $8.24M | 0.7% | +7.4% | 0.452% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,684 | $42K | 0.0% | N/A | 0.002% | |
1/30/2025 | Spinnaker Trust | 298,655 | $7.44M | 0.5% | +75.4% | 0.408% | |
1/29/2025 | Sonata Capital Group Inc. | 90,557 | $2.26M | 0.9% | +388.0% | 0.124% | |
1/29/2025 | Leavell Investment Management Inc. | 95,692 | $2.38M | 0.1% | +25.6% | 0.131% | |
1/29/2025 | First Fiduciary Investment Counsel Inc. | 60,810 | $1.51M | 0.3% | +60.3% | 0.083% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 6,300 | $157K | 0.0% | N/A | 0.009% | |
1/28/2025 | Barrett & Company Inc. | 10,248 | $255K | 0.1% | +92.9% | 0.014% | |
1/24/2025 | Princeton Global Asset Management LLC | 43,085 | $1.07M | 0.2% | +8.0% | 0.059% | |
1/23/2025 | RVW Wealth LLC | 869,496 | $21.65M | 2.0% | +7.8% | 1.188% | |
1/23/2025 | Crews Bank & Trust | 119,055 | $2.96M | 0.5% | N/A | 0.163% | |
1/23/2025 | Baker Boyer National Bank | 26,048 | $649K | 0.2% | +8.4% | 0.036% | |
1/22/2025 | Buffington Mohr McNeal | 13,944 | $347K | 0.1% | N/A | 0.019% | |
1/22/2025 | Heartland Bank & Trust Co | 39,414 | $981K | 0.5% | +309.2% | 0.054% | |
1/21/2025 | Archford Capital Strategies LLC | 53,161 | $1.32M | 0.2% | -2.7% | 0.073% | |
1/21/2025 | Montecito Bank & Trust | 46,390 | $1.16M | 0.2% | +11.8% | 0.063% | |
1/17/2025 | Adirondack Trust Co. | 76,136 | $1.90M | 0.7% | +121.9% | 0.104% | |
1/17/2025 | Janney Montgomery Scott LLC | 150,125 | $3.74M | 0.0% | -56.0% | 0.205% | |
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1/16/2025 | First United Bank & Trust | 1,913 | $48K | 0.0% | N/A | 0.003% | |
1/16/2025 | Harbor Investment Advisory LLC | 21,609 | $538K | 0.0% | +2,551.4% | 0.030% | |
1/16/2025 | Lbmc Investment Advisors LLC | 64,367 | $1.60M | 0.1% | +449.9% | 0.088% | |
1/14/2025 | Roble Belko & Company Inc | 19,112 | $476K | 0.1% | +23.1% | 0.026% | |
1/10/2025 | Praetorian Wealth Management Inc. | 201,436 | $5.02M | 1.2% | +5.3% | 0.275% | |
1/7/2025 | Bank of New Hampshire | 12,200 | $304K | 0.1% | +6.9% | 0.017% | |
1/3/2025 | GAMMA Investing LLC | 123,906 | $3.09M | 0.3% | +21.4% | 0.169% | |
11/15/2024 | Peloton Wealth Strategists | 291,975 | $7.45M | 3.0% | +8.3% | 0.399% | |
11/15/2024 | Integrated Wealth Concepts LLC | 128,022 | $3.27M | 0.0% | +2.9% | 0.175% | |
11/14/2024 | Flow Traders U.S. LLC | 23,583 | $602K | 0.0% | N/A | 0.032% | |
11/14/2024 | Captrust Financial Advisors | 299,491 | $7.65M | 0.0% | +9.0% | 0.409% | |
11/6/2024 | Coastline Trust Co | 1,211 | $31K | 0.0% | N/A | 0.002% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 5,130 | $131K | 0.0% | +10.8% | 0.007% | |
11/4/2024 | Arrow Financial Corp | 542,320 | $13.85M | 1.3% | +2.1% | 0.741% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 37,935 | $968K | 0.2% | -1.3% | 0.052% | |
11/1/2024 | Leavell Investment Management Inc. | 76,210 | $1.95M | 0.1% | +36.7% | 0.104% | |
11/1/2024 | Sonata Capital Group Inc. | 18,557 | $474K | 0.2% | N/A | 0.025% | |
10/31/2024 | Montecito Bank & Trust | 41,501 | $1.06M | 0.2% | +51.1% | 0.057% | |
10/31/2024 | Spinnaker Trust | 170,234 | $4.35M | 0.3% | +20.4% | 0.233% | |
10/29/2024 | Blue Square Asset Management LLC | 39,773 | $1.02M | 0.5% | +9.6% | 0.054% | |
10/29/2024 | First Interstate Bank | 7,909 | $202K | 0.0% | N/A | 0.011% | |
10/29/2024 | Farther Finance Advisors LLC | 2,701 | $69K | 0.0% | -79.6% | 0.004% | |
10/23/2024 | Lyell Wealth Management LP | 308,104 | $7.87M | 0.7% | +17.7% | 0.421% | |
10/23/2024 | Bogart Wealth LLC | 6,166 | $157K | 0.0% | +14.7% | 0.008% | |
10/22/2024 | Heartland Bank & Trust Co | 9,631 | $246K | 0.1% | N/A | 0.013% | |
10/19/2024 | Baker Boyer National Bank | 24,036 | $614K | 0.2% | +19.5% | 0.033% | |
10/9/2024 | Adirondack Trust Co. | 34,308 | $876K | 0.3% | +94.7% | 0.047% | |
10/8/2024 | Lbmc Investment Advisors LLC | 11,705 | $299K | 0.0% | N/A | 0.016% | |
10/7/2024 | Bank of New Hampshire | 11,415 | $291K | 0.1% | -13.6% | 0.016% | |
10/7/2024 | GAMMA Investing LLC | 102,073 | $2.61M | 0.3% | +216.3% | 0.139% | |
10/2/2024 | Praetorian Wealth Management Inc. | 191,336 | $4.89M | 1.2% | +1.8% | 0.261% | |
8/28/2024 | Farmers National Bank | 43,233 | $1.07M | 0.3% | -3.8% | 0.059% | |
8/15/2024 | Peloton Wealth Strategists | 269,500 | $6.68M | 2.7% | +4.5% | 0.368% | |
8/8/2024 | Lyell Wealth Management LP | 261,751 | $6.48M | 0.6% | +12.2% | 0.358% | |
8/8/2024 | Parallel Advisors LLC | 128,813 | $3.19M | 0.1% | +2.8% | 0.176% | |
8/8/2024 | Valley Wealth Managers Inc. | 49,029 | $1.21M | 0.1% | +8.6% | 0.067% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,212 | $104K | 0.0% | N/A | 0.006% | |
8/7/2024 | Baker Boyer National Bank | 20,120 | $498K | 0.2% | N/A | 0.027% | |
7/30/2024 | Arrow Financial Corp | 531,348 | $13.16M | 1.3% | +2.8% | 0.726% | |
7/27/2024 | Strategic Blueprint LLC | 12,789 | $317K | 0.0% | -9.5% | 0.017% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,022 | $1.56M | 0.0% | +3.9% | 0.086% | |
7/26/2024 | Dearborn Partners LLC | 21,309 | $528K | 0.0% | +4.2% | 0.029% | |
7/26/2024 | Bank of New York Mellon Corp | 21,878 | $542K | 0.0% | +55.6% | 0.030% | |
7/23/2024 | Iowa State Bank | 8,127 | $201K | 0.0% | -8.8% | 0.011% | |
7/17/2024 | Montecito Bank & Trust | 27,457 | $680K | 0.1% | +79.2% | 0.038% | |
7/17/2024 | Archford Capital Strategies LLC | 56,044 | $1.39M | 0.2% | +2.9% | 0.077% | |
7/10/2024 | Praetorian Wealth Management Inc. | 187,980 | $4.66M | 1.2% | +4.4% | 0.257% | |
7/9/2024 | Adirondack Trust Co. | 17,624 | $437K | 0.2% | +37.3% | 0.024% | |
7/8/2024 | RVW Wealth LLC | 730,546 | $18.10M | 1.8% | +12.8% | 0.998% | |
7/2/2024 | GAMMA Investing LLC | 32,267 | $799K | 0.1% | +47.1% | 0.044% | |
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5/21/2024 | Arrow Financial Corp | 517,012 | $12.88M | 1.3% | +3.0% | 0.706% | |
5/17/2024 | Comerica Bank | 12,526 | $312K | 0.0% | +3.7% | 0.017% | |
5/9/2024 | Dearborn Partners LLC | 20,452 | $509K | 0.0% | +5.3% | 0.029% | |
5/4/2024 | Valley Wealth Managers Inc. | 45,135 | $1.12M | 0.1% | +23.5% | 0.063% | |
5/1/2024 | Janney Montgomery Scott LLC | 336,526 | $8.38M | 0.0% | +27.7% | 0.469% | |
4/26/2024 | Bogart Wealth LLC | 5,374 | $134K | 0.0% | +12.6% | 0.007% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 60,681 | $1.51M | 0.0% | +25.5% | 0.085% | |
4/24/2024 | Leavell Investment Management Inc. | 37,075 | $923K | 0.1% | +84.7% | 0.052% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 38,450 | $958K | 0.2% | +83.8% | 0.054% | |
4/23/2024 | Iowa State Bank | 8,907 | $222K | 0.0% | -13.2% | 0.012% | |