8/1/2025 | Motley Fool Wealth Management LLC | 578,233 | $24.95M | 1.5% | -9.7% | 0.361% | |
8/1/2025 | GoalVest Advisory LLC | 2,618 | $113K | 0.0% | N/A | 0.002% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 77,500 | $3.34M | 0.0% | +2.2% | 0.048% | |
7/31/2025 | GLOBALT Investments LLC GA | 11,647 | $502K | 0.0% | -10.2% | 0.007% | |
7/30/2025 | Strategic Blueprint LLC | 7,708 | $333K | 0.0% | -9.8% | 0.005% | |
7/30/2025 | Alexis Investment Partners LLC | 70,728 | $3.04M | 1.3% | N/A | 0.044% | |
7/30/2025 | Princeton Global Asset Management LLC | 4,915 | $212K | 0.0% | -10.3% | 0.003% | |
7/29/2025 | Private Trust Co. NA | 10,799 | $466K | 0.0% | +6.8% | 0.007% | |
7/28/2025 | Copia Wealth Management | 6,573 | $284K | 0.2% | +34.4% | 0.004% | |
7/28/2025 | Rosenberg Matthew Hamilton | 31,868 | $1.38M | 0.3% | +6.1% | 0.020% | |
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7/25/2025 | Richardson Financial Services Inc. | 32,870 | $1.41M | 0.9% | -3.5% | 0.021% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 29,559 | $1.28M | 0.0% | -12.7% | 0.019% | |
7/21/2025 | Future Financial Wealth Managment LLC | 61,729 | $2.66M | 1.8% | -7.8% | 0.039% | |
7/21/2025 | Ameriflex Group Inc. | 2,059 | $89K | 0.0% | +30.6% | 0.001% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 313,519 | $13.53M | 0.2% | -1.9% | 0.196% | |
7/17/2025 | HCR Wealth Advisors | 48,820 | $2.11M | 0.2% | -4.3% | 0.031% | |
7/17/2025 | Janney Montgomery Scott LLC | 231,390 | $9.98M | 0.0% | +474.8% | 0.145% | |
7/17/2025 | City Holding Co. | 101,115 | $4.36M | 0.6% | -0.6% | 0.064% | |
7/15/2025 | TD Private Client Wealth LLC | 1,036 | $45K | 0.0% | N/A | 0.001% | |
7/15/2025 | Graypoint LLC | 181,200 | $7.82M | 0.4% | +4.0% | 0.114% | |
7/11/2025 | Farther Finance Advisors LLC | 35,711 | $1.54M | 0.0% | +13.6% | 0.023% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 49,524 | $2.14M | 0.3% | +4.2% | 0.031% | |
7/8/2025 | NBC Securities Inc. | 19,664 | $848K | 0.1% | -14.4% | 0.013% | |
7/8/2025 | Parallel Advisors LLC | 4,530 | $195K | 0.0% | +134.7% | 0.003% | |
7/2/2025 | S. R. Schill & Associates | 48,900 | $2.11M | 1.6% | +3.1% | 0.032% | |
5/16/2025 | Jones Financial Companies Lllp | 2,753 | $108K | 0.0% | -96.1% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 17,562 | $747K | 0.0% | -37.8% | 0.012% | |
5/15/2025 | OLD Mission Capital LLC | 52,965 | $2.25M | 0.0% | N/A | 0.037% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 971 | $41K | 0.0% | -39.0% | 0.001% | |
5/14/2025 | SVB Wealth LLC | 80,841 | $3.44M | 0.1% | -1.2% | 0.057% | |
5/14/2025 | Summit Financial LLC | 6,173 | $262K | 0.0% | +26.2% | 0.004% | |
5/14/2025 | Flow Traders U.S. LLC | 13,832 | $588K | 0.0% | N/A | 0.010% | |
5/12/2025 | Motley Fool Wealth Management LLC | 640,052 | $27.22M | 1.6% | +83.1% | 0.448% | |
5/9/2025 | Cary Street Partners Financial LLC | 5,900 | $251K | 0.0% | -11.3% | 0.004% | |
5/9/2025 | Wells Financial Advisors INC | 2,135 | $91K | 0.1% | +29.0% | 0.001% | |
5/8/2025 | Arkadios Wealth Advisors | 101,967 | $4.34M | 0.2% | +20.8% | 0.074% | |
5/7/2025 | Vantage Financial Partners LLC | 12,500 | $531K | 0.1% | +2.2% | 0.009% | |
5/7/2025 | GLOBALT Investments LLC GA | 12,976 | $552K | 0.0% | -9.3% | 0.009% | |
5/6/2025 | Pacer Advisors Inc. | 46,980 | $2.00M | 0.0% | N/A | 0.034% | |
5/6/2025 | Mount Lucas Management LP | 42,266 | $1.80M | 0.6% | -1.7% | 0.031% | |
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5/6/2025 | Richardson Financial Services Inc. | 34,072 | $1.45M | 1.1% | -7.8% | 0.025% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 48,244 | $2.05M | 0.7% | +1.0% | 0.035% | |
5/2/2025 | Graypoint LLC | 174,228 | $7.41M | 0.5% | +32.5% | 0.126% | |
4/30/2025 | Hunter Associates Investment Management LLC | 8,964 | $380K | 0.1% | +19.0% | 0.006% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 441,866 | $18.79M | 4.1% | N/A | 0.319% | |
4/30/2025 | Sierra Capital LLC | 21,634 | $920K | 0.1% | +12.7% | 0.016% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 125,616 | $5.34M | 0.4% | -6.8% | 0.091% | |
4/29/2025 | Bank of New York Mellon Corp | 815,251 | $34.66M | 0.0% | +24.3% | 0.589% | |
4/29/2025 | Olde Wealth Management LLC | 2,993 | $127K | 0.0% | N/A | 0.002% | |
4/29/2025 | Strategic Blueprint LLC | 8,547 | $363K | 0.0% | -32.6% | 0.006% | |
4/28/2025 | Rosenberg Matthew Hamilton | 30,033 | $1.28M | 0.3% | +21.6% | 0.022% | |
4/28/2025 | First Horizon Advisors Inc. | 2,531 | $108K | 0.0% | -41.4% | 0.002% | |
4/28/2025 | Private Trust Co. NA | 10,115 | $430K | 0.0% | +12.6% | 0.007% | |
4/28/2025 | Rossby Financial LCC | 6,402 | $271K | 0.1% | -38.7% | 0.005% | |
4/25/2025 | Richardson Capital Management LLC | 2,222 | $94K | 0.1% | +12.8% | 0.002% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 75,850 | $3.23M | 0.0% | +1.8% | 0.055% | |
4/24/2025 | Westend Capital Management LLC | 2,427 | $103K | 0.0% | N/A | 0.002% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 32,552 | $1.38M | 0.1% | +2.4% | 0.024% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 47,511 | $2.02M | 0.3% | +5.5% | 0.034% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 319,739 | $13.60M | 0.2% | +5.2% | 0.231% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 18,374 | $781K | 0.1% | -2.0% | 0.013% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 215,439 | $9.16M | 0.0% | +19.7% | 0.156% | |
4/21/2025 | S. R. Schill & Associates | 47,412 | $2.02M | 1.6% | +6.1% | 0.034% | |
4/17/2025 | Copia Wealth Management | 4,891 | $208K | 0.2% | N/A | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 40,255 | $1.71M | 0.0% | -47.2% | 0.029% | |
4/17/2025 | North Star Investment Management Corp. | 5,471 | $233K | 0.0% | +12.5% | 0.004% | |
4/14/2025 | Farther Finance Advisors LLC | 31,431 | $1.33M | 0.0% | +78.9% | 0.021% | |
4/14/2025 | City Holding Co. | 101,749 | $4.33M | 0.6% | -1.3% | 0.067% | |
4/11/2025 | Princeton Global Asset Management LLC | 5,477 | $233K | 0.0% | +12.3% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 22,963 | $976K | 0.1% | +81,910.7% | 0.015% | |
4/9/2025 | Future Financial Wealth Managment LLC | 66,924 | $2.85M | 2.1% | +6.1% | 0.044% | |
4/8/2025 | Parallel Advisors LLC | 1,930 | $82K | 0.0% | +114.7% | 0.001% | |
4/7/2025 | AdvisorNet Financial Inc | 1,551 | $66K | 0.0% | +43.1% | 0.001% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,611 | $69K | 0.1% | N/A | 0.001% | |
2/28/2025 | Park Square Financial Group LLC | 1,444 | $62K | 0.0% | N/A | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 77,494 | $3.30M | 0.7% | +0.6% | 0.051% | |
2/24/2025 | Ameriflex Group Inc. | 1,628 | $70K | 0.0% | N/A | 0.001% | |
2/18/2025 | Sunbelt Securities Inc. | 41,290 | $1.76M | 0.2% | -14.4% | 0.029% | |
2/18/2025 | City National Bank of Florida MSD | 7,337 | $313K | 0.3% | N/A | 0.005% | |
2/18/2025 | Continuum Advisory LLC | 45,397 | $1.93M | 0.2% | +7.0% | 0.031% | |
2/17/2025 | Fairview Capital Investment Management LLC | 193,422 | $8.24M | 0.4% | -2.3% | 0.134% | |
2/17/2025 | Colonial Trust Co SC | 6,167 | $263K | 0.0% | -8.0% | 0.004% | |
2/17/2025 | Captrust Financial Advisors | 5,929 | $253K | 0.0% | -38.1% | 0.004% | |
2/17/2025 | Cary Street Partners Financial LLC | 6,650 | $283K | 0.0% | N/A | 0.005% | |
2/17/2025 | Baird Financial Group Inc. | 28,240 | $1.20M | 0.0% | +138.7% | 0.020% | |
2/17/2025 | Ameriprise Financial Inc. | 314,795 | $13.41M | 0.0% | +6.3% | 0.218% | |
2/14/2025 | Coppell Advisory Solutions LLC | 6,337 | $270K | 0.0% | -9.9% | 0.004% | |
2/13/2025 | United Capital Financial Advisors LLC | 106,237 | $4.53M | 0.0% | -22.1% | 0.074% | |
2/13/2025 | Rossby Financial LCC | 10,449 | $445K | 0.3% | N/A | 0.007% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 31,777 | $1.35M | 0.1% | +20.6% | 0.022% | |
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2/13/2025 | Waterloo Capital L.P. | 215,053 | $9.16M | 1.0% | +13.3% | 0.149% | |
2/12/2025 | Conquis Financial LLC | 4,688 | $200K | 0.2% | N/A | 0.003% | |
2/12/2025 | Kiely Wealth Advisory Group Inc. | 182,476 | $7.85M | 5.0% | +14.5% | 0.126% | |
2/12/2025 | Summit Financial LLC | 4,891 | $208K | 0.0% | N/A | 0.003% | |
2/12/2025 | Allstate Corp | 97,744 | $4.17M | 0.1% | +56.6% | 0.068% | |
2/12/2025 | RiverFront Investment Group LLC | 278,320 | $11.86M | 0.3% | +15.9% | 0.193% | |
2/12/2025 | JPMorgan Chase & Co. | 125,750 | $5.36M | 0.0% | +186.6% | 0.087% | |
2/12/2025 | Motley Fool Wealth Management LLC | 349,597 | $14.90M | 0.8% | -49.1% | 0.242% | |
2/11/2025 | Next Capital Management LLC | 24,600 | $1.05M | 0.4% | -17.6% | 0.017% | |
2/10/2025 | SouthState Corp | 6,705 | $286K | 0.0% | +15.7% | 0.005% | |