1/21/2025 | Montecito Bank & Trust | 44,404 | $1.35M | 0.2% | -3.6% | 0.067% | |
1/15/2025 | Tompkins Financial Corp | 5,062 | $154K | 0.0% | -7.1% | 0.008% | |
1/13/2025 | First Financial Corp IN | 21,293 | $649K | 0.3% | +17.7% | 0.032% | |
1/10/2025 | Highline Wealth Partners LLC | 1,160 | $35K | 0.0% | -37.3% | 0.002% | |
1/7/2025 | Rise Advisors LLC | 122,855 | $3.75M | 1.8% | -6.6% | 0.185% | |
12/26/2024 | JPMorgan Chase & Co. | 388,693 | $12.84M | 0.0% | -25.6% | 0.585% | |
11/14/2024 | Flow Traders U.S. LLC | 2,427,717 | $80.19M | 4.1% | N/A | 3.656% | |
11/14/2024 | Captrust Financial Advisors | 43,262 | $1.43M | 0.0% | -3.8% | 0.065% | |
11/13/2024 | Private Trust Co. NA | 4,614 | $152K | 0.0% | -18.5% | 0.007% | |
11/7/2024 | MAI Capital Management | 30,314 | $1.00M | 0.0% | +5.8% | 0.046% | |
|
11/6/2024 | Mengis Capital Management Inc. | 16,896 | $558K | 0.1% | -4.6% | 0.025% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 8,173 | $270K | 0.0% | +7.9% | 0.012% | |
11/2/2024 | ESL Trust Services LLC | 977,871 | $32.30M | 7.3% | +0.1% | 1.473% | |
10/31/2024 | Montecito Bank & Trust | 46,041 | $1.52M | 0.3% | -0.9% | 0.069% | |
10/30/2024 | United Advisor Group LLC | 11,054 | $365K | 0.1% | -8.1% | 0.017% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 871 | $29K | 0.0% | -60.3% | 0.001% | |
10/25/2024 | Highline Wealth Partners LLC | 1,851 | $61K | 0.0% | N/A | 0.003% | |
10/11/2024 | Rise Advisors LLC | 131,559 | $4.35M | 2.1% | +6.2% | 0.198% | |
8/14/2024 | Marshall Wace LLP | 10,334 | $317K | 0.0% | N/A | 0.016% | |
8/14/2024 | EverSource Wealth Advisors LLC | 36,401 | $1.13M | 0.1% | +14.1% | 0.055% | |
7/31/2024 | WR Wealth Planners LLC | 1,029 | $32K | 0.0% | -31.8% | 0.002% | |
7/27/2024 | Strategic Blueprint LLC | 7,231 | $221K | 0.0% | -37.6% | 0.011% | |
7/26/2024 | Bank of New York Mellon Corp | 83,417 | $2.56M | 0.0% | +24.6% | 0.126% | |
7/23/2024 | Exchange Capital Management Inc. | 34,617 | $1.06M | 0.2% | +3.1% | 0.052% | |
7/15/2024 | Fifth Third Securities Inc. | 12,114 | $371K | 0.0% | -5.2% | 0.018% | |
7/12/2024 | Webster Bank N. A. | 16,345 | $501K | 0.1% | -2.6% | 0.025% | |
7/11/2024 | First Financial Corp IN | 15,389 | $471K | 0.2% | +11.7% | 0.023% | |
7/9/2024 | Rise Advisors LLC | 123,924 | $3.80M | 2.0% | +5.4% | 0.187% | |
6/11/2024 | EverSource Wealth Advisors LLC | 31,891 | $934K | 0.1% | +23.1% | 0.048% | |
5/17/2024 | Comerica Bank | 14,439 | $425K | 0.0% | +22.3% | 0.022% | |
5/14/2024 | OLD Mission Capital LLC | 3,026,723 | $89.17M | 1.5% | +364.0% | 4.558% | |
5/11/2024 | ESL Trust Services LLC | 908,439 | $26.76M | 7.0% | +17.9% | 1.368% | |
5/4/2024 | Gould Asset Management LLC CA | 141,405 | $4.17M | 1.0% | N/A | 0.213% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,653 | $314K | 0.0% | +13.3% | 0.016% | |
4/23/2024 | Strategic Blueprint LLC | 11,593 | $342K | 0.0% | -55.0% | 0.017% | |
4/18/2024 | Exchange Capital Management Inc. | 33,581 | $989K | 0.2% | +12.8% | 0.050% | |
4/13/2024 | First Financial Corp IN | 13,782 | $406K | 0.2% | +3.0% | 0.017% | |
4/9/2024 | Montecito Bank & Trust | 46,675 | $1.38M | 0.3% | +11.5% | 0.059% | |
4/9/2024 | Rise Advisors LLC | 117,552 | $3.46M | 1.8% | -0.6% | 0.148% | |
4/8/2024 | Tompkins Financial Corp | 26,730 | $787K | 0.1% | -42.8% | 0.034% | |
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4/5/2024 | NBC Securities Inc. | 14,024 | $413K | 0.0% | +68.8% | 0.018% | |
2/15/2024 | OLD Mission Capital LLC | 652,257 | $18.84M | 0.3% | -26.2% | 0.824% | |
2/12/2024 | ESL Trust Services LLC | 770,807 | $22.26M | 6.4% | -0.2% | 0.973% | |
2/9/2024 | EverSource Wealth Advisors LLC | 25,902 | $748K | 0.1% | +16.1% | 0.033% | |
2/9/2024 | Keystone Financial Group | 8,350 | $241K | 0.0% | -11.6% | 0.011% | |
2/8/2024 | Exchange Capital Management Inc. | 29,774 | $860K | 0.2% | +5.9% | 0.038% | |
2/7/2024 | NBC Securities Inc. | 8,309 | $239K | 0.0% | -59.4% | 0.010% | |
2/2/2024 | IAG Wealth Partners LLC | 6,855 | $198K | 0.0% | -62.3% | 0.009% | |
2/1/2024 | Mengis Capital Management Inc. | 19,568 | $565K | 0.1% | -6.3% | 0.025% | |
1/25/2024 | Strategic Blueprint LLC | 25,747 | $744K | 0.1% | -63.9% | 0.033% | |
1/23/2024 | Webster Bank N. A. | 16,830 | $486K | 0.1% | -9.2% | 0.021% | |
1/17/2024 | O Connor Financial Group LLC | 84,445 | $2.44M | 1.5% | +10.1% | 0.107% | |
1/16/2024 | First Financial Corp IN | 13,383 | $386K | 0.2% | +11.6% | 0.017% | |
1/11/2024 | Rise Advisors LLC | 118,318 | $3.42M | 2.6% | +10.0% | 0.149% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 4,642 | $134K | 0.0% | -16.6% | 0.006% | |
1/8/2024 | Tompkins Financial Corp | 46,706 | $1.35M | 0.2% | -44.1% | 0.059% | |
1/5/2024 | Montecito Bank & Trust | 41,858 | $1.21M | 0.3% | +36.5% | 0.053% | |
11/21/2023 | Tompkins Financial Corp | 83,511 | $2.23M | 0.4% | +205.8% | 0.105% | |
11/15/2023 | Integrated Wealth Concepts LLC | 219,673 | $5.86M | 0.1% | +1.4% | 0.277% | |
11/14/2023 | Mendel Money Management | 28,038 | $748K | 0.4% | +4.7% | 0.035% | |
11/9/2023 | White Pine Capital LLC | 8,098 | $216K | 0.1% | -8.7% | 0.010% | |
11/9/2023 | Mengis Capital Management Inc. | 20,884 | $557K | 0.1% | -5.0% | 0.026% | |
11/9/2023 | ESL Trust Services LLC | 772,118 | $20.59M | 6.6% | +8.8% | 0.975% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,186 | $352K | 0.0% | -14.1% | 0.017% | |
11/4/2023 | NBC Securities Inc. | 20,448 | $545K | 0.1% | N/A | 0.026% | |
11/4/2023 | EverSource Wealth Advisors LLC | 22,317 | $595K | 0.1% | +81.2% | 0.028% | |
11/2/2023 | FDx Advisors Inc. | 207,588 | $5.54M | 0.5% | +1.4% | 0.262% | |
10/30/2023 | Exchange Capital Management Inc. | 28,107 | $750K | 0.1% | +6.8% | 0.035% | |
10/24/2023 | Bank of New York Mellon Corp | 35,631 | $950K | 0.0% | +30.8% | 0.045% | |
10/24/2023 | IAG Wealth Partners LLC | 18,179 | $485K | 0.1% | -5.2% | 0.023% | |
10/20/2023 | O Connor Financial Group LLC | 76,709 | $2.05M | 1.4% | +12.4% | 0.097% | |
10/18/2023 | Strategic Blueprint LLC | 71,344 | $1.90M | 0.2% | +2.6% | 0.090% | |
10/11/2023 | First Financial Corp IN | 11,995 | $320K | 0.2% | +3.5% | 0.015% | |
10/10/2023 | Rise Advisors LLC | 107,575 | $2.87M | 2.3% | +3.5% | 0.136% | |
10/10/2023 | Webster Bank N. A. | 18,545 | $495K | 0.1% | -17.0% | 0.023% | |
9/12/2023 | Farther Finance Advisors LLC | 2,020 | $56K | 0.0% | -21.4% | 0.003% | |
8/14/2023 | Mendel Money Management | 26,791 | $749K | 0.4% | +25.1% | 0.034% | |
8/10/2023 | IAG Wealth Partners LLC | 19,177 | $536K | 0.1% | -31.2% | 0.024% | |
8/9/2023 | Flow Traders U.S. LLC | 604,152 | $16.89M | 0.7% | N/A | 0.763% | |
8/7/2023 | Keystone Financial Group | 9,449 | $264K | 0.0% | N/A | 0.012% | |
8/7/2023 | Clal Insurance Enterprises Holdings Ltd | 1,809,401 | $50.57M | 0.6% | -1.3% | 2.285% | |
8/4/2023 | EverSource Wealth Advisors LLC | 12,315 | $344K | 0.0% | +15.8% | 0.016% | |
8/2/2023 | MAI Capital Management | 42,960 | $1.20M | 0.0% | +5.5% | 0.054% | |
7/31/2023 | WealthPLAN Partners LLC | 13,261 | $371K | 0.1% | -7.2% | 0.017% | |
7/28/2023 | Private Trust Co. NA | 5,875 | $164K | 0.0% | -18.7% | 0.007% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 5,196 | $145K | 0.0% | +20.8% | 0.007% | |
7/26/2023 | Janney Montgomery Scott LLC | 15,342 | $429K | 0.0% | -3.1% | 0.019% | |
7/25/2023 | Montecito Bank & Trust | 30,800 | $861K | 0.2% | +1.8% | 0.039% | |
7/24/2023 | Exchange Capital Management Inc. | 26,311 | $735K | 0.1% | +4.1% | 0.033% | |
7/19/2023 | Fifth Third Securities Inc. | 13,919 | $389K | 0.0% | +5.4% | 0.018% | |
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7/17/2023 | FDx Advisors Inc. | 204,754 | $5.72M | 0.3% | -5.5% | 0.259% | |
7/17/2023 | Ayalon Insurance Comp Ltd. | 2,165 | $61K | 0.0% | -17.6% | 0.003% | |
7/14/2023 | O Connor Financial Group LLC | 68,235 | $1.91M | 1.3% | +9.6% | 0.086% | |
7/14/2023 | First Financial Corp IN | 11,584 | $324K | 0.2% | +5.8% | 0.015% | |
7/13/2023 | Webster Bank N. A. | 22,335 | $624K | 0.1% | +5.2% | 0.028% | |
7/12/2023 | Tompkins Financial Corp | 27,310 | $763K | 0.1% | +10.3% | 0.035% | |
7/10/2023 | Rise Advisors LLC | 103,908 | $2.90M | 2.2% | +8.9% | 0.131% | |
5/11/2023 | EverSource Wealth Advisors LLC | 10,632 | $296K | 0.0% | +32.4% | 0.014% | |
5/10/2023 | MAI Capital Management | 40,705 | $1.13M | 0.0% | -5.8% | 0.052% | |
5/10/2023 | Mendel Money Management | 21,408 | $596K | 0.3% | +9.2% | 0.027% | |