11/20/2024 | Westside Investment Management Inc. | 58,540 | $5.89M | 1.3% | +6.9% | 0.050% | |
11/18/2024 | Virtue Capital Management LLC | 204,569 | $20.60M | 4.1% | +14.7% | 0.174% | |
11/15/2024 | Goodman Advisory Group LLC | 59,695 | $6.01M | 1.7% | -22.8% | 0.051% | |
11/15/2024 | Continuum Advisory LLC | 3,325 | $334K | 0.0% | +105.1% | 0.003% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 29,428 | $2.97M | 0.0% | -20.7% | 0.025% | |
11/15/2024 | Integrated Wealth Concepts LLC | 2,395 | $241K | 0.0% | -22.5% | 0.002% | |
|
11/14/2024 | Arete Wealth Advisors LLC | 25,793 | $2.60M | 0.2% | -18.6% | 0.022% | |
11/14/2024 | Captrust Financial Advisors | 38,550 | $3.88M | 0.0% | -7.9% | 0.033% | |
11/14/2024 | Kingfisher Capital LLC | 122,997 | $12.39M | 2.8% | -4.7% | 0.105% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 2,408 | $242K | 0.1% | -13.9% | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 177,231 | $17.85M | 0.0% | +58.9% | 0.151% | |
11/13/2024 | Private Trust Co. NA | 14,303 | $1.44M | 0.1% | +7.2% | 0.012% | |
11/12/2024 | Cahill Financial Advisors Inc. | 9,563 | $963K | 0.1% | -18.0% | 0.008% | |
11/12/2024 | Icon Wealth Advisors LLC | 190,026 | $19.13M | 0.7% | +6,636.1% | 0.162% | |
11/12/2024 | 49 Wealth Management LLC | 50,383 | $5.07M | 0.8% | +65.9% | 0.043% | |
11/12/2024 | L & S Advisors Inc | 6,925 | $697K | 0.1% | -7.6% | 0.006% | |
11/8/2024 | SouthState Corp | 25,081 | $2.53M | 0.2% | +1.3% | 0.021% | |
11/7/2024 | Tidemark LLC | 500 | $50K | 0.0% | N/A | 0.000% | |
11/6/2024 | Archer Investment Corp | 6,105 | $615K | 0.2% | -4.1% | 0.005% | |
11/5/2024 | Simmons Bank | 4,302 | $433K | 0.0% | -17.9% | 0.004% | |
11/5/2024 | Compass Financial Group Inc. | 67,162 | $6.76M | 3.1% | -0.3% | 0.057% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 4,607 | $464K | 0.0% | +7.5% | 0.004% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 65,975 | $6.64M | 0.1% | N/A | 0.056% | |
11/4/2024 | Arrow Financial Corp | 109,224 | $11.00M | 1.0% | -0.3% | 0.093% | |
11/2/2024 | Transcendent Capital Group LLC | 5,357 | $539K | 0.3% | -33.2% | 0.005% | |
11/1/2024 | Leavell Investment Management Inc. | 51,463 | $5.18M | 0.3% | -3.1% | 0.044% | |
11/1/2024 | Hollencrest Capital Management | 963 | $97K | 0.0% | +1,316.2% | 0.001% | |
10/31/2024 | Sittner & Nelson LLC | 37,363 | $3.76M | 1.7% | +104.9% | 0.032% | |
10/31/2024 | Montecito Bank & Trust | 3,072 | $309K | 0.1% | N/A | 0.003% | |
10/30/2024 | United Advisor Group LLC | 2,098 | $211K | 0.0% | N/A | 0.002% | |
10/30/2024 | Moloney Securities Asset Management LLC | 3,528 | $355K | 0.0% | +4.0% | 0.003% | |
10/29/2024 | Kanawha Capital Management LLC | 14,623 | $1.47M | 0.1% | -1.0% | 0.012% | |
10/29/2024 | Janney Montgomery Scott LLC | 47,693 | $4.80M | 0.0% | -26.7% | 0.041% | |
10/29/2024 | White Pine Investment CO | 4,007 | $403K | 0.1% | +3.5% | 0.003% | |
10/29/2024 | Creative Capital Management Investments LLC | 14,867 | $1.50M | 0.6% | +12.3% | 0.013% | |
10/29/2024 | Farther Finance Advisors LLC | 20,271 | $2.04M | 0.1% | -26.6% | 0.017% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 436 | $44K | 0.0% | +99.1% | 0.000% | |
10/28/2024 | Rosenberg Matthew Hamilton | 6,750 | $680K | 0.2% | -4.6% | 0.006% | |
10/25/2024 | Strategic Blueprint LLC | 12,095 | $1.22M | 0.1% | -22.4% | 0.010% | |
10/25/2024 | Fortitude Family Office LLC | 330 | $33K | 0.0% | N/A | 0.000% | |
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10/24/2024 | Arbor Investment Advisors LLC | 8,293 | $835K | 0.1% | -5.8% | 0.007% | |
10/24/2024 | Arkadios Wealth Advisors | 195,412 | $19.68M | 1.1% | +1,771.0% | 0.166% | |
10/23/2024 | West Michigan Advisors LLC | 37,474 | $3.77M | 1.1% | N/A | 0.032% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 21,777 | $2.19M | 0.4% | -24.5% | 0.019% | |
10/23/2024 | Beese Fulmer Investment Management Inc. | 5,671 | $571K | 0.0% | -1.7% | 0.005% | |
10/22/2024 | SOL Capital Management CO | 42,021 | $4.23M | 0.5% | -4.7% | 0.036% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 6,247 | $629K | 0.0% | -25.8% | 0.005% | |
10/21/2024 | Whittier Trust Co. | 122,044 | $12.29M | 0.2% | -10.0% | 0.104% | |
10/15/2024 | Birch Capital Management LLC | 23,743 | $2.39M | 1.2% | -3.5% | 0.020% | |
10/15/2024 | NBC Securities Inc. | 3,361 | $338K | 0.0% | -25.5% | 0.003% | |
10/11/2024 | Fiduciary Alliance LLC | 22,761 | $2.29M | 0.3% | +16.5% | 0.019% | |
10/10/2024 | HCR Wealth Advisors | 22,424 | $2.26M | 0.3% | +4.5% | 0.019% | |
10/9/2024 | Pinnacle Bancorp Inc. | 250 | $25K | 0.0% | -58.3% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 5,801 | $584K | 0.1% | -1.8% | 0.005% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,185 | $119K | 0.1% | N/A | 0.001% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 9,021 | $908K | 0.2% | -20.2% | 0.008% | |
10/2/2024 | Lowe Wealth Advisors LLC | 85,642 | $8.62M | 3.7% | -1.6% | 0.073% | |
10/2/2024 | M&R Capital Management Inc. | 320 | $32K | 0.0% | -53.6% | 0.000% | |
9/20/2024 | Anchor Investment Management LLC | 6,950 | $700K | 0.1% | -6.7% | 0.006% | |
8/16/2024 | Goodman Advisory Group LLC | 77,350 | $7.79M | 2.3% | +5.5% | 0.066% | |
8/15/2024 | Security National Bank of Sioux City Iowa IA | 10,398 | $1.05M | 0.8% | -2.3% | 0.009% | |
8/15/2024 | Lummis Asset Management LP | 541 | $54K | 0.1% | +101.1% | 0.000% | |
8/15/2024 | Kingfisher Capital LLC | 129,058 | $12.99M | 3.0% | -0.7% | 0.110% | |
8/14/2024 | Clear Point Advisors Inc. | 37,470 | $3.77M | 3.1% | +16.3% | 0.032% | |
8/14/2024 | Edge Capital Group LLC | 3,584 | $361K | 0.0% | -7.7% | 0.003% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 40,376 | $4.06M | 0.0% | -3.5% | 0.034% | |
8/12/2024 | Somerset Group LLC | 21,560 | $2.17M | 1.9% | -10.1% | 0.018% | |
8/10/2024 | L & S Advisors Inc | 7,497 | $755K | 0.1% | -28.6% | 0.006% | |
8/8/2024 | Parallel Advisors LLC | 4,424 | $445K | 0.0% | -43.4% | 0.004% | |
8/8/2024 | Frontier Asset Management LLC | 3,433 | $346K | 0.1% | +4.6% | 0.003% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 17,326 | $1.74M | 0.1% | -26.0% | 0.015% | |
8/7/2024 | Wedbush Securities Inc. | 51,647 | $5.20M | 0.2% | +42.0% | 0.044% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 24,122 | $2.43M | 0.1% | +777.2% | 0.021% | |
8/7/2024 | Cahill Financial Advisors Inc. | 11,664 | $1.17M | 0.2% | +3.0% | 0.010% | |
8/7/2024 | HCR Wealth Advisors | 21,464 | $2.16M | 0.3% | +1.2% | 0.018% | |
8/6/2024 | SVB Wealth LLC | 24,379 | $2.45M | 0.1% | -39.6% | 0.021% | |
8/3/2024 | SouthState Corp | 24,751 | $2.49M | 0.2% | +0.4% | 0.021% | |
8/3/2024 | Nicholas Hoffman & Company LLC. | 102,770 | $10.34M | 0.5% | -1.6% | 0.087% | |
8/1/2024 | YHB Investment Advisors Inc. | 79,958 | $8.05M | 0.7% | -2.4% | 0.068% | |
7/31/2024 | Farther Finance Advisors LLC | 27,614 | $2.77M | 0.1% | +167.3% | 0.023% | |
7/30/2024 | Arrow Financial Corp | 109,506 | $11.02M | 1.1% | N/A | 0.093% | |
7/30/2024 | Moloney Securities Asset Management LLC | 3,391 | $341K | 0.0% | +6.5% | 0.003% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 4,286 | $431K | 0.0% | -20.2% | 0.004% | |
7/29/2024 | UMB Bank n.a. | 485 | $49K | 0.0% | N/A | 0.000% | |
7/29/2024 | Arkadios Wealth Advisors | 10,444 | $1.05M | 0.1% | -68.5% | 0.009% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 8,424 | $848K | 0.0% | -26.4% | 0.007% | |
7/29/2024 | Whittier Trust Co. | 135,608 | $13.65M | 0.2% | -22.1% | 0.115% | |
7/27/2024 | Strategic Blueprint LLC | 15,590 | $1.57M | 0.1% | N/A | 0.013% | |
7/27/2024 | Rosenberg Matthew Hamilton | 7,074 | $709K | 0.2% | -22.6% | 0.006% | |
7/26/2024 | Simmons Bank | 5,241 | $528K | 0.0% | -13.0% | 0.004% | |
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7/26/2024 | Bank of New York Mellon Corp | 23,514 | $2.37M | 0.0% | +124.0% | 0.020% | |
7/25/2024 | Kanawha Capital Management LLC | 14,773 | $1.49M | 0.1% | -3.4% | 0.013% | |
7/24/2024 | Planned Solutions Inc. | 7,809 | $786K | 0.4% | -4.3% | 0.007% | |
7/24/2024 | Transcendent Capital Group LLC | 8,023 | $808K | 0.5% | +234.3% | 0.007% | |
7/23/2024 | SOL Capital Management CO | 44,116 | $4.44M | 0.5% | -10.1% | 0.038% | |
7/20/2024 | First Horizon Advisors Inc. | 755 | $76K | 0.0% | -16.6% | 0.001% | |
7/20/2024 | Continuum Advisory LLC | 1,621 | $163K | 0.0% | +34.7% | 0.001% | |
7/17/2024 | Westside Investment Management Inc. | 54,779 | $5.51M | 1.3% | +2.2% | 0.047% | |
7/17/2024 | Leavell Investment Management Inc. | 53,136 | $5.35M | 0.3% | -0.8% | 0.045% | |
7/17/2024 | AdvisorNet Financial Inc | 5,600 | $564K | 0.1% | +12.7% | 0.005% | |