10/31/2024 | Mainstream Capital Management LLC | 4,861 | $266K | 0.2% | N/A | 0.002% | |
10/31/2024 | Graypoint LLC | 13,147 | $719K | 0.0% | -4.0% | 0.007% | |
10/30/2024 | Crescent Grove Advisors LLC | 36,794 | $2.01M | 0.2% | -1.5% | 0.019% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 138,437 | $7.57M | 1.0% | +10.2% | 0.071% | |
10/30/2024 | Moloney Securities Asset Management LLC | 3,931 | $215K | 0.0% | -5.1% | 0.002% | |
10/29/2024 | IAG Wealth Partners LLC | 178,746 | $9.77M | 1.8% | +8.7% | 0.092% | |
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10/29/2024 | Arlington Trust Co LLC | 3,949 | $216K | 0.0% | N/A | 0.002% | |
10/29/2024 | Farther Finance Advisors LLC | 235,563 | $12.88M | 0.5% | +44.9% | 0.121% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 6,326 | $346K | 0.0% | +52.0% | 0.003% | |
10/25/2024 | S.A. Mason LLC | 32,802 | $1.79M | 1.0% | +14.5% | 0.017% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 11,845 | $648K | 0.1% | +5.3% | 0.006% | |
10/24/2024 | Richardson Financial Services Inc. | 19,674 | $1.01M | 0.6% | +2.2% | 0.010% | |
10/24/2024 | Sterling Investment Advisors Ltd. | 32,993 | $1.80M | 0.5% | +7.5% | 0.017% | |
10/23/2024 | PSI Advisors LLC | 181,247 | $9.91M | 2.9% | +1.8% | 0.093% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 4,133 | $226K | 0.1% | -21.6% | 0.002% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 1,540 | $84K | 0.0% | -15.6% | 0.001% | |
10/21/2024 | Whittier Trust Co. | 2,401 | $131K | 0.0% | -11.1% | 0.001% | |
10/18/2024 | ST Germain D J Co. Inc. | 315,168 | $17.23M | 0.8% | +5.3% | 0.162% | |
10/16/2024 | Indiana Trust & Investment Management Co | 1,258 | $69K | 0.0% | -35.9% | 0.001% | |
10/15/2024 | Zhang Financial LLC | 93,267 | $5.10M | 0.3% | +41.4% | 0.048% | |
10/15/2024 | Prairie Sky Financial Group LLC | 38,584 | $2.11M | 1.2% | -0.5% | 0.020% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 19,976 | $1.09M | 0.8% | -1.9% | 0.010% | |
10/7/2024 | Marathon Strategic Advisors LLC | 142,685 | $7.80M | 8.2% | +19.0% | 0.073% | |
10/5/2024 | First International Bank & Trust | 193,017 | $10.55M | 3.4% | -3.0% | 0.099% | |
10/5/2024 | Arkansas Financial Group Inc. | 16,293 | $891K | 0.1% | +2.5% | 0.008% | |
10/5/2024 | Harbor Investment Advisory LLC | 6,020 | $329K | 0.0% | +4.7% | 0.003% | |
10/3/2024 | Curbstone Financial Management Corp | 19,650 | $1.07M | 0.2% | +15.9% | 0.010% | |
10/2/2024 | M&R Capital Management Inc. | 2,096 | $115K | 0.0% | +70.4% | 0.001% | |
8/14/2024 | Marshall Wace LLP | 4,107 | $211K | 0.0% | N/A | 0.002% | |
8/13/2024 | Summit Trail Advisors LLC | 12,618 | $647K | 0.0% | +18.6% | 0.006% | |
8/8/2024 | Pinkerton Retirement Specialists LLC | 239,945 | $12.31M | 1.9% | -31.1% | 0.123% | |
8/8/2024 | Johnson Investment Counsel Inc. | 7,354 | $377K | 0.0% | +4.3% | 0.004% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,165 | $60K | 0.0% | N/A | 0.001% | |
8/6/2024 | Towercrest Capital Management | 47,225 | $2.42M | 0.4% | -1.7% | 0.024% | |
8/6/2024 | North Star Asset Management Inc. | 344,009 | $17.65M | 0.8% | +16.2% | 0.176% | |
8/5/2024 | Sterling Investment Advisors Ltd. | 30,699 | $1.58M | 0.4% | +1.1% | 0.016% | |
8/3/2024 | SouthState Corp | 5,160 | $265K | 0.0% | N/A | 0.003% | |
8/2/2024 | Jackson Creek Investment Advisors LLC | 5,243 | $269K | 0.1% | N/A | 0.003% | |
7/31/2024 | WR Wealth Planners LLC | 607 | $31K | 0.0% | +75.4% | 0.000% | |
7/31/2024 | Farther Finance Advisors LLC | 162,575 | $8.27M | 0.4% | +110.7% | 0.083% | |
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7/31/2024 | Graypoint LLC | 13,694 | $703K | 0.0% | -2.5% | 0.007% | |
7/31/2024 | Anfield Capital Management LLC | 84,484 | $4.33M | 2.1% | -0.7% | 0.043% | |
7/31/2024 | IFG Advisory LLC | 83,164 | $4.27M | 0.3% | -4.8% | 0.043% | |
7/31/2024 | Citizens & Northern Corp | 277,696 | $14.25M | 4.5% | +8.7% | 0.142% | |
7/31/2024 | Rothschild Investment LLC | 576 | $30K | 0.0% | N/A | 0.000% | |
7/30/2024 | Moloney Securities Asset Management LLC | 4,144 | $213K | 0.0% | -13.6% | 0.002% | |
7/30/2024 | Global Financial Private Client LLC | 10,145 | $520K | 0.2% | +2.5% | 0.005% | |
7/29/2024 | Emprise Bank | 4,384 | $225K | 0.1% | N/A | 0.002% | |
7/29/2024 | F M Investments LLC | 12,292 | $631K | 0.0% | N/A | 0.006% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 164,816 | $8.46M | 0.0% | -3.2% | 0.085% | |
7/23/2024 | PSI Advisors LLC | 178,032 | $9.13M | 2.9% | +9.5% | 0.091% | |
7/23/2024 | Exchange Capital Management Inc. | 121,457 | $6.23M | 1.0% | +43.0% | 0.062% | |
7/23/2024 | Vicus Capital | 13,366 | $686K | 0.1% | +2.4% | 0.007% | |
7/23/2024 | Crescent Grove Advisors LLC | 37,366 | $1.92M | 0.2% | -2.2% | 0.019% | |
7/22/2024 | Summit Global Investments | 6,194 | $318K | 0.0% | -12.4% | 0.003% | |
7/20/2024 | Zhang Financial LLC | 65,946 | $3.38M | 0.2% | +31.4% | 0.034% | |
7/19/2024 | Oakworth Capital Inc. | 4,373 | $224K | 0.0% | +6,330.9% | 0.002% | |
7/17/2024 | AdvisorNet Financial Inc | 36,499 | $1.87M | 0.2% | +9.7% | 0.019% | |
7/17/2024 | IAG Wealth Partners LLC | 164,424 | $8.44M | 1.7% | +6.0% | 0.084% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 42,275 | $2.17M | 0.3% | -2.0% | 0.022% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 62,018 | $3.18M | 0.8% | +0.4% | 0.032% | |
7/11/2024 | Tilia Fiduciary Partners Inc. | 20,359 | $1.04M | 0.8% | +19.8% | 0.010% | |
7/11/2024 | Butensky & Cohen Financial Security Inc. | 18,252 | $936K | 0.3% | -1.3% | 0.009% | |
7/10/2024 | S.A. Mason LLC | 28,643 | $1.47M | 0.8% | +8.3% | 0.015% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 12,707 | $652K | 0.1% | -2.8% | 0.007% | |
7/9/2024 | Lynx Investment Advisory | 59,934 | $3.08M | 2.3% | N/A | 0.031% | |
7/8/2024 | Marathon Strategic Advisors LLC | 119,870 | $6.15M | 7.2% | +3.8% | 0.061% | |
7/8/2024 | ST Germain D J Co. Inc. | 299,337 | $15.36M | 0.7% | +9.7% | 0.154% | |
7/3/2024 | First International Bank & Trust | 199,057 | $10.21M | 3.5% | -0.2% | 0.102% | |
7/3/2024 | Curbstone Financial Management Corp | 16,950 | $870K | 0.2% | +4.3% | 0.009% | |
7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 11,248 | $541K | 0.1% | +11.5% | 0.006% | |
6/11/2024 | EverSource Wealth Advisors LLC | 5,923 | $297K | 0.0% | N/A | 0.003% | |
5/17/2024 | Comerica Bank | 6,636 | $354K | 0.0% | -22.7% | 0.003% | |
5/14/2024 | InterOcean Capital Group LLC | 5,387 | $287K | 0.0% | -30.0% | 0.003% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 247,014 | $13.18M | 3.4% | -91.5% | 0.128% | |
5/10/2024 | Towercrest Capital Management | 48,066 | $2.56M | 0.4% | -3.8% | 0.025% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 348,193 | $18.57M | 3.0% | N/A | 0.181% | |
5/4/2024 | Richardson Financial Services Inc. | 19,138 | $1.02M | 0.7% | -8.9% | 0.010% | |
5/3/2024 | Whittier Trust Co. | 2,751 | $147K | 0.0% | +185.1% | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 20,474 | $1.09M | 0.0% | +36.8% | 0.011% | |
5/1/2024 | Avior Wealth Management LLC | 161,596 | $8.62M | 0.4% | +26.4% | 0.084% | |
4/30/2024 | Marathon Strategic Advisors LLC | 115,435 | $6.16M | 7.5% | +3.0% | 0.060% | |
4/30/2024 | Arkadios Wealth Advisors | 10,846 | $579K | 0.0% | +5.9% | 0.006% | |
4/29/2024 | Crescent Grove Advisors LLC | 38,218 | $2.04M | 0.2% | -1.0% | 0.020% | |
4/25/2024 | IAG Wealth Partners LLC | 155,140 | $8.28M | 1.8% | +7.1% | 0.081% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 170,234 | $9.08M | 0.0% | +25.6% | 0.089% | |
4/24/2024 | Private Trust Co. NA | 20,795 | $1.11M | 0.1% | +24.0% | 0.011% | |
4/24/2024 | PSI Advisors LLC | 162,644 | $8.68M | 3.1% | -8.6% | 0.085% | |
4/24/2024 | Zhang Financial LLC | 50,205 | $2.68M | 0.2% | +40.0% | 0.026% | |
4/24/2024 | SOL Capital Management CO | 40,730 | $2.17M | 0.3% | -6.3% | 0.021% | |
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4/18/2024 | Exchange Capital Management Inc. | 84,917 | $4.53M | 0.7% | +805.3% | 0.044% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 61,770 | $3.30M | 0.8% | +1.6% | 0.032% | |
4/17/2024 | Vicus Capital | 13,059 | $697K | 0.1% | +5.2% | 0.007% | |
4/16/2024 | Indiana Trust & Investment Management CO | 1,964 | $105K | 0.0% | N/A | 0.001% | |
4/16/2024 | Prairie Sky Financial Group LLC | 38,737 | $2.07M | 1.2% | -10.6% | 0.020% | |
4/16/2024 | Arkansas Financial Group Inc. | 17,091 | $912K | 0.2% | +3.1% | 0.009% | |
4/15/2024 | S.A. Mason LLC | 26,439 | $1.41M | 0.8% | +3.8% | 0.014% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 13,072 | $697K | 0.1% | +125.5% | 0.007% | |
4/12/2024 | Worth Asset Management LLC | 13,627 | $727K | 0.4% | N/A | 0.009% | |
4/12/2024 | Harbor Investment Advisory LLC | 5,281 | $282K | 0.0% | N/A | 0.004% | |