| 2/18/2025 | Sunbelt Securities Inc. | 6,558 | $340K | 0.0% | -4.4% | 0.024% | |
| 2/18/2025 | 49 Wealth Management LLC | 7,796 | $403K | 0.1% | +11.5% | 0.028% | |
| 2/18/2025 | Novem Group | 17,778 | $920K | 0.1% | N/A | 0.064% | |
| 2/18/2025 | Continuum Advisory LLC | 4,980 | $258K | 0.0% | -11.8% | 0.018% | |
| 2/17/2025 | Security National Bank of Sioux City Iowa IA | 10,805 | $559K | 0.4% | N/A | 0.039% | |
| 2/17/2025 | Elyxium Wealth LLC | 5,986 | $310K | 0.2% | N/A | 0.021% | |
| 2/17/2025 | Captrust Financial Advisors | 28,764 | $1.49M | 0.0% | +15.8% | 0.103% | |
| 2/17/2025 | Baird Financial Group Inc. | 82,757 | $4.28M | 0.0% | +0.6% | 0.297% | |
| 2/14/2025 | Keyvantage Wealth LLC | 56,406 | $2.92M | 2.1% | N/A | 0.202% | |
| 2/14/2025 | IHT Wealth Management LLC | 21,959 | $1.14M | 0.0% | -46.1% | 0.079% | |
Get the Latest News and Ratings for MUNI and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for PIMCO Intermediate Municipal Bond Exchange-Traded Fund and its competitors with MarketBeat's FREE daily newsletter. |
| 2/13/2025 | Sagespring Wealth Partners LLC | 566,606 | $29.31M | 0.3% | N/A | 2.032% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 52,825 | $2.73M | 0.5% | -11.3% | 0.189% | |
| 2/12/2025 | OLD Mission Capital LLC | 188,295 | $9.74M | 0.1% | N/A | 0.675% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 1,426 | $74K | 0.0% | -20.3% | 0.005% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,642,212 | $84.95M | 0.0% | +47.5% | 5.888% | |
| 2/11/2025 | Millstone Evans Group LLC | 4,000 | $207K | 0.1% | N/A | 0.014% | |
| 2/10/2025 | Cozad Asset Management Inc. | 4,945 | $256K | 0.0% | -15.4% | 0.018% | |
| 2/10/2025 | Farther Finance Advisors LLC | 12,121 | $627K | 0.0% | -17.9% | 0.043% | |
| 2/7/2025 | Davis R M Inc. | 310,750 | $16.08M | 0.3% | +12.6% | 1.114% | |
| 2/7/2025 | Kendall Capital Management | 11,600 | $600K | 0.2% | N/A | 0.042% | |
| 2/6/2025 | Jones Financial Companies Lllp | 73,698 | $3.81M | 0.0% | +188.7% | 0.264% | |
| 2/5/2025 | Goodwin Investment Advisory | 84,121 | $4.35M | 2.3% | -2.0% | 0.302% | |
| 2/5/2025 | Private Trust Co. NA | 35,542 | $1.84M | 0.2% | -1.2% | 0.127% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 7,845 | $406K | 0.2% | N/A | 0.028% | |
| 2/4/2025 | Sterling Investment Advisors Ltd. | 12,900 | $667K | 0.2% | N/A | 0.046% | |
| 2/4/2025 | Bank of New York Mellon Corp | 5,519 | $285K | 0.0% | N/A | 0.020% | |
| 2/4/2025 | Transcendent Capital Group LLC | 17,152 | $887K | 0.5% | -11.2% | 0.061% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 141,434 | $7.32M | 2.5% | +21.0% | 0.507% | |
| 1/28/2025 | Compass Financial Services Inc | 1,163 | $60K | 0.0% | N/A | 0.004% | |
| 1/28/2025 | Quotient Wealth Partners LLC | 368,856 | $19.08M | 0.6% | -1.0% | 1.323% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 17,421 | $901K | 0.2% | +8.9% | 0.062% | |
| 1/23/2025 | Foster & Motley Inc. | 59,634 | $3.09M | 0.2% | -2.3% | 0.214% | |
| 1/23/2025 | Orrstown Financial Services Inc. | 11,750 | $608K | 0.2% | N/A | 0.042% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 34,538 | $1.79M | 0.7% | +13.1% | 0.124% | |
| 1/21/2025 | AlphaMark Advisors LLC | 17,980 | $930K | 0.4% | +20.1% | 0.064% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 27,086 | $1.40M | 0.0% | +109.1% | 0.097% | |
| 1/17/2025 | Janney Capital Management LLC | 29,127 | $1.51M | 0.1% | -3.7% | 0.104% | |
| 1/17/2025 | Beaumont Financial Advisors LLC | 5,435 | $281K | 0.0% | +16.0% | 0.019% | |
| 1/15/2025 | Trust Co. of Vermont | 1,915 | $99K | 0.0% | N/A | 0.007% | |
| 1/14/2025 | Steph & Co. | 83,977 | $4.34M | 1.5% | -8.9% | 0.301% | |
Buy this AI Stock Before Elon’s Announcement (Ad) With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dust.
This isn't just a prediction; it's a calculated shift backed by political support, policy changes, and Musk's proven track record.
I've identified a company that is quietly enabling xAI's rapid growth. Click here to watch my presentation and learn how to invest today. |
| 1/14/2025 | Rockland Trust Co. | 17,335 | $897K | 0.0% | -34.3% | 0.062% | |
| 1/13/2025 | AdvisorNet Financial Inc | 4,511 | $233K | 0.0% | -74.9% | 0.016% | |
| 1/10/2025 | ORG Partners LLC | 17,215 | $891K | 0.1% | -1.7% | 0.062% | |
| 1/10/2025 | First International Bank & Trust | 71,381 | $3.69M | 1.2% | -2.8% | 0.256% | |
| 1/3/2025 | GAMMA Investing LLC | 23,428 | $1.21M | 0.1% | +8.9% | 0.084% | |
| 12/26/2024 | JPMorgan Chase & Co. | 1,113,341 | $58.99M | 0.0% | +25.6% | 3.992% | |
| 11/20/2024 | Westside Investment Management Inc. | 35,291 | $1.87M | 0.4% | -3.0% | 0.127% | |
| 11/18/2024 | Sunbelt Securities Inc. | 6,861 | $364K | 0.0% | +14.8% | 0.025% | |
| 11/15/2024 | Continuum Advisory LLC | 5,648 | $294K | 0.0% | -8.4% | 0.020% | |
| 11/15/2024 | IHT Wealth Management LLC | 40,714 | $2.16M | 0.1% | +93.2% | 0.146% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 62,046 | $3.29M | 0.0% | +76.7% | 0.222% | |
| 11/14/2024 | Captrust Financial Advisors | 24,845 | $1.32M | 0.0% | +17.8% | 0.089% | |
| 11/14/2024 | Kingfisher Capital LLC | 12,232 | $648K | 0.1% | -7.7% | 0.044% | |
| 11/13/2024 | Private Trust Co. NA | 35,976 | $1.91M | 0.2% | -1.8% | 0.129% | |
| 11/13/2024 | Davis R M Inc. | 276,000 | $14.62M | 0.3% | +122.4% | 0.990% | |
| 11/8/2024 | First Horizon Advisors Inc. | 5,866 | $311K | 0.0% | N/A | 0.021% | |
| 11/6/2024 | Natixis Advisors LLC | 15,076 | $799K | 0.0% | +7.4% | 0.054% | |
| 11/2/2024 | Transcendent Capital Group LLC | 19,307 | $1.02M | 0.5% | -21.5% | 0.069% | |
| 10/31/2024 | Cozad Asset Management Inc. | 5,845 | $310K | 0.0% | +52.0% | 0.021% | |
| 10/30/2024 | Foster & Motley Inc. | 61,019 | $3.23M | 0.2% | -2.3% | 0.219% | |
| 10/30/2024 | Crestwood Advisors Group LLC | 3,800 | $201K | 0.0% | N/A | 0.014% | |
| 10/29/2024 | Centennial Bank AR | 6,898 | $365K | 0.2% | -33.9% | 0.025% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 16,002 | $848K | 0.2% | N/A | 0.057% | |
| 10/29/2024 | Farther Finance Advisors LLC | 14,761 | $782K | 0.0% | -4.3% | 0.053% | |
| 10/25/2024 | Farmers & Merchants Investments Inc. | 1,555 | $82K | 0.0% | N/A | 0.006% | |
| 10/24/2024 | Morton Brown Family Wealth LLC | 116,847 | $6.19M | 2.2% | +304.8% | 0.419% | |
| 10/17/2024 | AlphaMark Advisors LLC | 14,970 | $793K | 0.3% | +1.6% | 0.054% | |
| 10/11/2024 | ORG Partners LLC | 17,520 | $928K | 0.1% | -5.2% | 0.063% | |
| 10/9/2024 | Quotient Wealth Partners LLC | 372,636 | $19.74M | 0.6% | +10.3% | 1.336% | |
| 10/7/2024 | GAMMA Investing LLC | 21,506 | $1.14M | 0.1% | +144.7% | 0.077% | |
| 10/5/2024 | First International Bank & Trust | 73,428 | $3.89M | 1.2% | -8.7% | 0.263% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 30,530 | $1.62M | 0.9% | +0.9% | 0.109% | |
| 8/16/2024 | Sunbelt Securities Inc. | 5,977 | $311K | 0.0% | +31.3% | 0.021% | |
| 8/14/2024 | Clear Point Advisors Inc. | 7,089 | $369K | 0.3% | -10.3% | 0.025% | |
| 8/14/2024 | Certified Advisory Corp | 16,754 | $872K | 0.1% | +23.2% | 0.060% | |
| 8/13/2024 | Legacy Financial Advisors Inc. | 60,052 | $3.13M | 0.6% | -3.3% | 0.215% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 543,290 | $28.28M | 2.1% | +18.3% | 1.948% | |
| 8/9/2024 | Hanson & Doremus Investment Management | 45,410 | $2.36M | 0.4% | -2.7% | 0.163% | |
| 8/3/2024 | Foster & Motley Inc. | 62,469 | $3.25M | 0.2% | -2.4% | 0.224% | |
| 7/31/2024 | Farther Finance Advisors LLC | 15,426 | $799K | 0.0% | +289.7% | 0.055% | |
| 7/26/2024 | Bank of New York Mellon Corp | 5,929 | $309K | 0.0% | -70.5% | 0.021% | |
| 7/24/2024 | Transcendent Capital Group LLC | 24,581 | $1.28M | 0.7% | -0.9% | 0.088% | |
| 7/24/2024 | Quotient Wealth Partners LLC | 337,987 | $17.60M | 0.6% | +9.3% | 1.212% | |
| 7/23/2024 | Rockland Trust Co. | 26,913 | $1.40M | 0.1% | +0.8% | 0.096% | |
| 7/23/2024 | Vicus Capital | 8,028 | $418K | 0.0% | -22.8% | 0.029% | |
| 7/17/2024 | Westside Investment Management Inc. | 36,391 | $1.90M | 0.4% | -3.7% | 0.130% | |
| 7/17/2024 | AlphaMark Advisors LLC | 14,730 | $767K | 0.3% | +30.0% | 0.053% | |
| 7/16/2024 | ORG Partners LLC | 18,475 | $957K | 0.1% | N/A | 0.066% | |
| 7/11/2024 | Duncan Williams Asset Management LLC | 30,264 | $1.58M | 1.3% | +7.9% | 0.109% | |
| 7/9/2024 | Arden Trust Co | 133,361 | $6.94M | 1.0% | +0.8% | 0.478% | |
Buy this AI Stock Before Elon’s Announcement (Ad) With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dust.
This isn't just a prediction; it's a calculated shift backed by political support, policy changes, and Musk's proven track record.
I've identified a company that is quietly enabling xAI's rapid growth. Click here to watch my presentation and learn how to invest today. |
| 7/3/2024 | First International Bank & Trust | 80,418 | $4.19M | 1.4% | +7.0% | 0.288% | |
| 7/2/2024 | GAMMA Investing LLC | 8,787 | $457K | 0.1% | -44.9% | 0.032% | |
| 5/17/2024 | Comerica Bank | 19,037 | $999K | 0.0% | -35.8% | 0.068% | |
| 5/15/2024 | Transcendent Capital Group LLC | 24,802 | $1.30M | 0.7% | -5.5% | 0.089% | |
| 5/11/2024 | Davis R M Inc. | 49,150 | $2.58M | 0.1% | -2.9% | 0.181% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,295 | $330K | 0.0% | -31.7% | 0.023% | |
| 5/7/2024 | 49 Wealth Management LLC | 7,845 | $410K | 0.1% | -3.1% | 0.029% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 10,880 | $571K | 0.0% | -4.0% | 0.040% | |
| 4/24/2024 | Private Trust Co. NA | 36,669 | $1.92M | 0.2% | -2.7% | 0.137% | |
| 4/23/2024 | Hanson & Doremus Investment Management | 46,669 | $2.45M | 0.4% | +3.3% | 0.175% | |
