11/5/2024 | FDx Advisors Inc. | 205,503 | $6.93M | 1.9% | -2.0% | 0.083% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 895,404 | $30.18M | 0.5% | +33.4% | 0.361% | |
10/31/2024 | Confluence Investment Management LLC | 237,179 | $8.00M | 0.1% | -3.0% | 0.096% | |
10/30/2024 | Foster & Motley Inc. | 114,984 | $3.88M | 0.2% | -5.0% | 0.046% | |
10/30/2024 | Crestwood Advisors Group LLC | 55,321 | $1.87M | 0.0% | +461.3% | 0.022% | |
10/29/2024 | Centennial Bank AR | 53,237 | $1.80M | 0.8% | -14.0% | 0.021% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 296,780 | $10.00M | 0.0% | +1.7% | 0.120% | |
10/29/2024 | Farther Finance Advisors LLC | 460,891 | $15.54M | 0.6% | +95.0% | 0.186% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 7,471 | $252K | 0.0% | +13.3% | 0.003% | |
10/25/2024 | 1620 Investment Advisors Inc. | 126,395 | $4.26M | 3.1% | +2.1% | 0.051% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 1,206,072 | $40.66M | 4.5% | +43.8% | 0.487% | |
10/25/2024 | True Link Financial Advisors LLC | 2,312,576 | $77.96M | 6.6% | +38.6% | 0.933% | |
10/24/2024 | Leuthold Group LLC | 428,312 | $14.44M | 1.6% | +51.3% | 0.173% | |
10/24/2024 | Richardson Financial Services Inc. | 5,029 | $166K | 0.1% | +61.4% | 0.002% | |
10/21/2024 | Winch Advisory Services LLC | 49,464 | $1.67M | 0.5% | +3.5% | 0.020% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 40,656 | $1.37M | 0.0% | -5.1% | 0.016% | |
10/18/2024 | ST Germain D J Co. Inc. | 720,532 | $24.29M | 1.1% | +2.3% | 0.291% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 162,235 | $5.47M | 0.1% | -0.6% | 0.065% | |
10/15/2024 | NBC Securities Inc. | 3,646 | $122K | 0.0% | +22.2% | 0.001% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 5,014 | $169K | 0.0% | +145.5% | 0.002% | |
10/10/2024 | Burns Matteson Capital Management LLC | 24,465 | $825K | 0.4% | N/A | 0.010% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 35,781 | $1.21M | 0.0% | -5.0% | 0.014% | |
10/1/2024 | Appleton Partners Inc. MA | 245,497 | $8.28M | 0.6% | +5.1% | 0.099% | |
8/30/2024 | Centennial Bank AR | 61,895 | $2.02M | 1.0% | +5.0% | 0.025% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 358,315 | $11.67M | 0.1% | +1.1% | 0.145% | |
8/14/2024 | Marshall Wace LLP | 184,304 | $6.00M | 0.0% | +360.8% | 0.074% | |
8/14/2024 | EverSource Wealth Advisors LLC | 6,780 | $224K | 0.0% | +13.6% | 0.003% | |
8/12/2024 | Leuthold Group LLC | 283,083 | $9.22M | 1.1% | -0.3% | 0.114% | |
8/12/2024 | Richardson Financial Services Inc. | 3,115 | $101K | 0.1% | +34.3% | 0.001% | |
8/7/2024 | Wetzel Investment Advisors Inc. | 3,389 | $111K | 0.1% | +33.2% | 0.001% | |
8/7/2024 | Liberty Wealth Management LLC | 35,035 | $1.14M | 0.0% | N/A | 0.014% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,121 | $69K | 0.0% | N/A | 0.001% | |
8/6/2024 | Gentry Private Wealth LLC | 100,759 | $3.28M | 2.9% | N/A | 0.041% | |
8/6/2024 | Fidelity D & D Bancorp Inc. | 140,867 | $4.59M | 3.5% | -16.5% | 0.057% | |
8/3/2024 | Foster & Motley Inc. | 121,049 | $3.94M | 0.3% | +2.4% | 0.049% | |
8/2/2024 | FDx Advisors Inc. | 209,659 | $6.83M | 1.9% | -1.3% | 0.085% | |
8/2/2024 | Archer Investment Corp | 5,208 | $170K | 0.0% | -15.2% | 0.002% | |
8/1/2024 | Crestwood Advisors Group LLC | 9,855 | $321K | 0.0% | +44.8% | 0.004% | |
8/1/2024 | Hilltop Partners LLC | 51,299 | $1.67M | 0.6% | +7.4% | 0.021% | |
8/1/2024 | Summit Financial LLC | 79,143 | $2.58M | 0.1% | +0.8% | 0.032% | |
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7/31/2024 | WR Wealth Planners LLC | 52,572 | $1.71M | 0.5% | +11.3% | 0.021% | |
7/31/2024 | Farther Finance Advisors LLC | 236,367 | $7.65M | 0.4% | +69.7% | 0.095% | |
7/31/2024 | IFG Advisory LLC | 80,523 | $2.62M | 0.2% | +39.1% | 0.032% | |
7/30/2024 | GoalVest Advisory LLC | 230,682 | $7.51M | 2.4% | +45.5% | 0.093% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 671,376 | $21.86M | 0.4% | -16.1% | 0.271% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 42,846 | $1.40M | 0.0% | -15.8% | 0.017% | |
7/29/2024 | Whittier Trust Co. | 40,152 | $1.31M | 0.0% | -1.5% | 0.016% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 62,464 | $2.03M | 0.0% | +10.7% | 0.025% | |
7/26/2024 | Bank of New York Mellon Corp | 70,617 | $2.30M | 0.0% | +6.1% | 0.028% | |
7/23/2024 | 1620 Investment Advisors Inc. | 123,804 | $4.03M | 3.1% | +4.1% | 0.050% | |
7/20/2024 | Zhang Financial LLC | 39,962 | $1.30M | 0.1% | +22.7% | 0.016% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 44,469 | $1.45M | 0.2% | -3.5% | 0.018% | |
7/12/2024 | Hexagon Capital Partners LLC | 4,956 | $161K | 0.0% | +10.4% | 0.002% | |
7/12/2024 | True Link Financial Advisors LLC | 1,668,034 | $54.31M | 5.0% | +4.6% | 0.673% | |
7/11/2024 | Manning & Napier Advisors LLC | 184,521 | $6.01M | 0.1% | N/A | 0.074% | |
7/8/2024 | ST Germain D J Co. Inc. | 704,490 | $22.94M | 1.1% | +2.2% | 0.284% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 2,042 | $67K | 0.0% | N/A | 0.001% | |
7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 838,784 | $27.39M | 3.4% | -12.0% | 0.338% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 37,680 | $1.23M | 0.0% | N/A | 0.015% | |
7/2/2024 | Appleton Partners Inc. MA | 233,547 | $7.60M | 0.6% | +2.4% | 0.094% | |
7/1/2024 | Confluence Investment Management LLC | 244,519 | $7.96M | 0.1% | -0.9% | 0.099% | |
5/17/2024 | Comerica Bank | 42,916 | $1.40M | 0.0% | -4.9% | 0.017% | |
5/16/2024 | Redwood Investment Management LLC | 9,807 | $321K | 0.0% | N/A | 0.004% | |
5/16/2024 | Global Financial Private Client LLC | 4,425 | $144K | 0.1% | +167.4% | 0.002% | |
5/14/2024 | OLD Mission Capital LLC | 294,097 | $9.61M | 0.2% | -11.5% | 0.115% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 419,207 | $13.70M | 3.5% | -91.7% | 0.164% | |
5/13/2024 | Hilltop Partners LLC | 47,781 | $1.56M | 0.6% | +2.1% | 0.019% | |
5/6/2024 | Leuthold Group LLC | 284,028 | $9.29M | 1.0% | N/A | 0.111% | |
5/4/2024 | Richardson Financial Services Inc. | 2,320 | $76K | 0.1% | +341.9% | 0.001% | |
5/3/2024 | FDx Advisors Inc. | 212,521 | $6.95M | 1.1% | +15.3% | 0.083% | |
5/3/2024 | Whittier Trust Co. | 40,784 | $1.33M | 0.0% | -4.2% | 0.016% | |
5/2/2024 | BNP Paribas | 15,376 | $503K | 0.0% | N/A | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 291,392 | $9.53M | 0.0% | +5.5% | 0.114% | |
4/30/2024 | SWS Partners | 115,439 | $3.77M | 1.1% | +3.0% | 0.045% | |
4/25/2024 | Summit Financial LLC | 78,527 | $2.57M | 0.2% | +5.6% | 0.029% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,448 | $1.85M | 0.0% | -4.4% | 0.021% | |
4/24/2024 | Private Trust Co. NA | 66,012 | $2.16M | 0.2% | +80.5% | 0.025% | |
4/19/2024 | True Link Financial Advisors LLC | 1,594,985 | $52.14M | 5.0% | +23.1% | 0.592% | |
4/18/2024 | Hexagon Capital Partners LLC | 4,488 | $147K | 0.0% | +53.7% | 0.002% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 150,225 | $4.91M | 0.1% | +2.1% | 0.056% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 168,695 | $5.52M | 4.1% | +8.3% | 0.063% | |
4/15/2024 | GoalVest Advisory LLC | 158,542 | $5.18M | 1.7% | -28.3% | 0.059% | |
4/5/2024 | NBC Securities Inc. | 2,677 | $87K | 0.0% | +34.1% | 0.001% | |
4/2/2024 | ST Germain D J Co. Inc. | 689,555 | $22.54M | 1.1% | +7.6% | 0.342% | |
4/1/2024 | Confluence Investment Management LLC | 246,764 | $8.07M | 0.1% | N/A | 0.122% | |
4/1/2024 | Appleton Partners Inc. MA | 228,012 | $7.45M | 0.6% | -0.9% | 0.113% | |
3/8/2024 | ICA Group Wealth Management LLC | 11,877 | $390K | 0.1% | -3.7% | 0.006% | |
3/5/2024 | Fisher Asset Management LLC | 68,601 | $2.25M | 0.0% | -2.4% | 0.034% | |
2/20/2024 | Able Wealth Management LLC | 885 | $29K | 0.0% | N/A | 0.000% | |
2/15/2024 | OLD Mission Capital LLC | 332,273 | $10.91M | 0.2% | N/A | 0.165% | |
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2/15/2024 | Brevan Howard Capital Management LP | 350,000 | $11.49M | 0.1% | N/A | 0.174% | |
2/15/2024 | Comerica Bank | 45,121 | $1.48M | 0.0% | +173.8% | 0.022% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 194,935 | $6.40M | 6.2% | N/A | 0.097% | |
2/13/2024 | SWS Partners | 112,085 | $3.68M | 1.2% | +13.1% | 0.056% | |
2/12/2024 | Parallel Advisors LLC | 1,593 | $52K | 0.0% | +100.9% | 0.001% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 59,018 | $1.94M | 0.0% | -13.6% | 0.029% | |
2/9/2024 | Tidemark LLC | 18,144 | $596K | 0.4% | N/A | 0.009% | |
2/9/2024 | Union Savings Bank | 1,584 | $52K | 0.0% | -60.5% | 0.001% | |
2/9/2024 | EverSource Wealth Advisors LLC | 6,195 | $203K | 0.0% | N/A | 0.003% | |
2/8/2024 | Janney Montgomery Scott LLC | 276,104 | $9.07M | 0.0% | +6.1% | 0.137% | |