10/30/2024 | Foster & Motley Inc. | 709,480 | $22.26M | 1.4% | +0.3% | 3.657% | |
10/29/2024 | Janney Montgomery Scott LLC | 113,255 | $3.55M | 0.0% | +5.4% | 0.584% | |
8/14/2024 | Battery Global Advisors LLC | 68,388 | $1.97M | 1.2% | N/A | 0.353% | |
8/9/2024 | Brown Brothers Harriman & Co. | 5,370 | $155K | 0.0% | N/A | 0.028% | |
8/3/2024 | Foster & Motley Inc. | 707,467 | $20.40M | 1.4% | -0.2% | 3.647% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 219,434 | $6.33M | 1.5% | -9.1% | 1.131% | |
|
5/16/2024 | Icon Wealth Advisors LLC | 146,617 | $4.10M | 0.4% | -7.5% | 0.756% | |
5/1/2024 | Janney Montgomery Scott LLC | 108,328 | $3.03M | 0.0% | +34.8% | 0.558% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 241,363 | $6.75M | 1.6% | +2.2% | 1.387% | |
2/14/2024 | Icon Wealth Advisors LLC | 158,489 | $4.11M | 0.4% | N/A | 0.807% | |
2/8/2024 | Janney Montgomery Scott LLC | 80,341 | $2.08M | 0.0% | N/A | 0.409% | |
2/1/2024 | Foster & Motley Inc. | 690,928 | $17.92M | 1.3% | -0.5% | 3.516% | |
1/26/2024 | Sandy Spring Bank | 38,726 | $1.01M | 0.1% | +3.1% | 0.197% | |
10/30/2023 | Sandy Spring Bank | 37,576 | $919K | 0.1% | +3.2% | 0.191% | |
10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 236,085 | $5.77M | 0.9% | +0.5% | 1.201% | |
8/9/2023 | Flow Traders U.S. LLC | 43,753 | $1.08M | 0.0% | -2.1% | 0.223% | |
8/8/2023 | Foster & Motley Inc. | 694,482 | $17.12M | 1.3% | +2.8% | 3.534% | |
8/7/2023 | Brown Brothers Harriman & Co. | 4,779 | $118K | 0.0% | +11.5% | 0.024% | |
8/4/2023 | Sandy Spring Bank | 36,421 | $898K | 0.0% | -1.6% | 0.185% | |
7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 234,944 | $5.79M | 1.7% | +2.4% | 1.193% | |
5/22/2023 | American Trust | 15,152 | $373K | 0.0% | +9.4% | 0.071% | |
5/11/2023 | Brown Brothers Harriman & Co. | 4,285 | $104K | 0.0% | N/A | 0.020% | |
5/11/2023 | Icon Wealth Partners LLC | 185,598 | $4.51M | 0.5% | N/A | 0.867% | |
5/9/2023 | Foster & Motley Inc. | 675,716 | $16.43M | 1.3% | +2.4% | 3.158% | |
5/5/2023 | Sandy Spring Bank | 37,006 | $900K | 0.1% | +1.7% | 0.173% | |
4/12/2023 | Edmonds Duncan Registered Investment Advisors LLC | 229,411 | $5.58M | 1.7% | -1.3% | 1.067% | |
2/9/2023 | Foster & Motley Inc. | 659,949 | $16.29M | 1.4% | +1.6% | 3.070% | |
1/25/2023 | Mayflower Financial Advisors LLC | 42,746 | $1.06M | 0.1% | N/A | 0.200% | |
1/20/2023 | Edmonds Duncan Registered Investment Advisors LLC | 232,331 | $5.74M | 1.9% | -3.1% | 1.086% | |
1/19/2023 | Mayflower Financial Advisors LLC | 42,746 | $1.06M | 0.7% | N/A | 0.197% | |
12/2/2022 | American Trust | 13,797 | $319K | 0.0% | -18.4% | 0.065% | |
11/14/2022 | United Capital Financial Advisers LLC | 267,567 | $6.18M | 0.0% | -5.8% | 1.262% | |
11/7/2022 | BOK Financial Private Wealth Inc. | 1,229,085 | $28.76M | 2.5% | N/A | 5.798% | |
11/4/2022 | BOK Financial Private Wealth Inc. | 1,229,085 | $28.76M | 4.0% | N/A | 5.798% | |
11/4/2022 | Foster & Motley Inc. | 649,603 | $15.01M | 1.4% | +0.3% | 3.064% | |
11/3/2022 | Oxbow Advisors LLC | 250,327 | $5.78M | 0.9% | -1.7% | 1.181% | |
11/2/2022 | Sandy Spring Bank | 36,378 | $840K | 0.1% | +3.2% | 0.172% | |
10/17/2022 | WealthCare Investment Partners LLC | 13,425 | $310K | 0.3% | N/A | 0.063% | |
10/14/2022 | Edmonds Duncan Registered Investment Advisors LLC | 239,810 | $5.54M | 2.0% | +4.3% | 1.131% | |
8/12/2022 | United Capital Financial Advisers LLC | 283,973 | $6.89M | 0.0% | -2.7% | 1.303% | |
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8/9/2022 | Foster & Motley Inc. | 647,706 | $15.71M | 1.4% | +3.0% | 2.971% | |
8/8/2022 | Baird Financial Group Inc. | 9,214 | $224K | 0.0% | +11.0% | 0.042% | |
7/21/2022 | Sandy Spring Bank | 35,258 | $855K | 0.1% | +1.9% | 0.161% | |
7/20/2022 | Edmonds Duncan Registered Investment Advisors LLC | 229,931 | $5.58M | 1.9% | -1.2% | 1.052% | |
7/19/2022 | Icon Wealth Partners LLC | 183,914 | $4.46M | 0.5% | +0.9% | 0.842% | |
6/8/2022 | American Trust | 19,329 | $512K | 0.0% | N/A | 0.094% | |
5/9/2022 | Oxbow Advisors LLC | 268,396 | $7.11M | 0.7% | +1.5% | 1.300% | |
5/3/2022 | Sandy Spring Bank | 34,598 | $917K | 0.0% | -3.3% | 0.168% | |
4/28/2022 | Foster & Motley Inc. | 628,560 | $16.65M | 1.3% | -1.2% | 3.044% | |
4/19/2022 | Icon Wealth Partners LLC | 182,275 | $4.83M | 0.5% | -2.6% | 0.883% | |
4/12/2022 | Edmonds Duncan Registered Investment Advisors LLC | 232,820 | $6.17M | 1.8% | +1.5% | 1.127% | |
2/9/2022 | Oxbow Advisors LLC | 264,530 | $5.88M | 0.6% | -0.3% | 1.297% | |
2/9/2022 | UMB Bank N A MO | 6,575 | $146K | 0.0% | N/A | 0.032% | |
1/27/2022 | Edmonds Duncan Registered Investment Advisors LLC | 229,470 | $5.39M | 1.4% | +8.4% | 1.139% | |
1/25/2022 | Foster & Motley Inc. | 636,503 | $14.15M | 1.1% | -4.3% | 3.159% | |
1/19/2022 | Icon Wealth Partners LLC | 187,065 | $4.16M | 0.4% | +7.8% | 0.928% | |
11/16/2021 | United Capital Financial Advisers LLC | 280,640 | $6.12M | 0.0% | +0.2% | 1.439% | |
11/15/2021 | Flow Traders U.S. LLC | 55,098 | $1.20M | 0.0% | +23.2% | 0.283% | |
11/10/2021 | Oxbow Advisors LLC | 265,438 | $5.79M | 0.6% | +4.5% | 1.361% | |
11/9/2021 | BOK Financial Private Wealth Inc. | 1,229,085 | $28.76M | 4.0% | N/A | 6.303% | |
11/5/2021 | Sandy Spring Bank | 34,778 | $758K | 0.0% | +3.1% | 0.178% | |
10/29/2021 | Foster & Motley Inc. | 664,964 | $14.50M | 1.2% | -7.8% | 3.410% | |
10/19/2021 | Edmonds Duncan Registered Investment Advisors LLC | 211,726 | $4.62M | 1.4% | +5.1% | 1.086% | |
10/19/2021 | Next Capital Management LLC | 13,708 | $299K | 0.2% | N/A | 0.070% | |
10/19/2021 | RGT Wealth Advisors LLC | 284,263 | $6.20M | 1.2% | -89.3% | 1.458% | |
8/24/2021 | Flow Traders U.S. LLC | 44,720 | $1.01M | 0.1% | N/A | 0.203% | |
8/13/2021 | United Capital Financial Advisers LLC | 279,985 | $6.31M | 0.0% | +80.2% | 1.270% | |
8/12/2021 | JPMorgan Chase & Co. | 183,213 | $4.13M | 0.0% | +5.9% | 0.831% | |
8/10/2021 | Blume Capital Management Inc. | 4,437 | $100K | 0.0% | N/A | 0.020% | |
8/4/2021 | Oxbow Advisors LLC | 253,965 | $5.72M | 0.6% | +6.8% | 1.152% | |
8/1/2021 | Icon Wealth Partners LLC | 175,001 | $3.94M | 0.4% | +3.1% | 0.794% | |
7/31/2021 | Edmonds Duncan Registered Investment Advisors LLC | 201,490 | $4.54M | 1.4% | +5.3% | 0.914% | |
5/12/2021 | JPMorgan Chase & Co. | 173,029 | $3.51M | 0.0% | +43.9% | 0.783% | |
5/11/2021 | Oxbow Advisors LLC | 237,754 | $4.82M | 0.6% | +42.6% | 1.076% | |
5/6/2021 | Edmonds Duncan Registered Investment Advisors LLC | 191,342 | $3.88M | 1.3% | +2.0% | 0.866% | |
5/3/2021 | Sandy Spring Bank | 33,293 | $675K | 0.0% | +5.2% | 0.151% | |
4/26/2021 | Foster & Motley Inc. | 707,319 | $14.34M | 1.2% | +5.5% | 3.222% | |
4/26/2021 | Icon Wealth Partners LLC | 169,771 | $3.44M | 0.4% | +2.1% | 0.773% | |
2/19/2021 | JPMorgan Chase & Co. | 120,262 | $2.08M | 0.0% | +524.0% | 0.647% | |
2/19/2021 | Edmonds Duncan Registered Investment Advisors LLC | 187,613 | $3.57M | 1.2% | -53.0% | 1.009% | |
2/17/2021 | United Capital Financial Advisers LLC | 258,002 | $4.47M | 0.0% | +29.0% | 1.387% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 4,750 | $82K | 0.0% | N/A | 0.026% | |
2/2/2021 | Oxbow Advisors LLC | 166,764 | $2.89M | 0.4% | +220.2% | 0.897% | |
2/1/2021 | Foster & Motley Inc. | 670,141 | $11.61M | 1.1% | +18.7% | 3.603% | |
11/12/2020 | JPMorgan Chase & Co. | 19,273 | $294K | 0.0% | +17.8% | 0.100% | |
11/6/2020 | Oxbow Advisors LLC | 52,084 | $780K | 0.1% | +62.6% | 0.281% | |
11/5/2020 | Berman Capital Advisors LLC | 9,059 | $135K | 0.0% | -35.8% | 0.049% | |
11/4/2020 | Edmonds Duncan Registered Investment Advisors LLC | 399,153 | $5.98M | 2.5% | -10.1% | 2.152% | |