5/21/2024 | Sanibel Captiva Trust Company Inc. | 428,277 | $13.80M | 0.5% | -13.5% | 0.094% | |
5/17/2024 | Comerica Bank | 223,860 | $7.22M | 0.0% | +1.9% | 0.049% | |
5/16/2024 | Industrial Alliance Investment Management Inc. | 13,504 | $435K | 0.2% | -8.5% | 0.003% | |
5/15/2024 | SVB Wealth LLC | 825,416 | $26.60M | 0.6% | -2.6% | 0.181% | |
5/14/2024 | InterOcean Capital Group LLC | 11,134 | $359K | 0.0% | N/A | 0.002% | |
5/13/2024 | Bessemer Group Inc. | 72,289 | $2.33M | 0.0% | -8.9% | 0.016% | |
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5/13/2024 | Windham Capital Management LLC | 18,754 | $604K | 0.5% | -4.3% | 0.004% | |
5/13/2024 | Clearbridge Investments LLC | 83,016 | $2.68M | 0.0% | -7.5% | 0.018% | |
5/11/2024 | Trustmark National Bank Trust Department | 7,239 | $233K | 0.0% | -9.0% | 0.002% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 7,261 | $234K | 0.0% | N/A | 0.002% | |
5/7/2024 | Capital Square LLC | 280,733 | $9.05M | 6.4% | N/A | 0.062% | |
5/6/2024 | Staley Capital Advisers Inc. | 20,500 | $661K | 0.0% | -3.3% | 0.004% | |
5/4/2024 | Noesis Capital Mangement Corp | 55,833 | $1.80M | 0.4% | -1.6% | 0.012% | |
5/4/2024 | Valley Wealth Managers Inc. | 36,434 | $1.17M | 0.1% | -6.6% | 0.008% | |
5/3/2024 | Wellington Shields & Co. LLC | 4,015 | $129K | 0.0% | +23.2% | 0.001% | |
5/3/2024 | United Community Bank | 38,202 | $1.23M | 0.5% | -11.2% | 0.008% | |
5/3/2024 | Whittier Trust Co. | 32,816 | $1.06M | 0.0% | -60.3% | 0.007% | |
5/2/2024 | Graypoint LLC | 80,310 | $2.59M | 0.2% | +4.3% | 0.018% | |
5/2/2024 | Haverford Trust Co | 29,748 | $959K | 0.0% | +3.9% | 0.006% | |
5/1/2024 | Janney Capital Management LLC | 59,227 | $1.91M | 0.1% | -15.3% | 0.013% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,391,966 | $44.86M | 0.1% | -7.3% | 0.304% | |
4/30/2024 | Arkadios Wealth Advisors | 35,207 | $1.14M | 0.1% | +60.6% | 0.008% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 9,266 | $299K | 0.1% | +9.5% | 0.002% | |
4/29/2024 | Greenleaf Trust | 958,520 | $30.89M | 0.3% | +32.2% | 0.209% | |
4/26/2024 | UMB Bank n.a. | 909 | $29K | 0.0% | -49.0% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 3,766 | $121K | 0.0% | N/A | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 3,445 | $111K | 0.0% | +568.9% | 0.001% | |
4/25/2024 | Triumph Capital Management | 14,178 | $458K | 0.2% | -11.7% | 0.003% | |
4/25/2024 | L.M. Kohn & Company | 13,619 | $439K | 0.1% | -25.7% | 0.003% | |
4/25/2024 | Summit Financial LLC | 44,580 | $1.44M | 0.1% | +24.5% | 0.010% | |
4/24/2024 | Private Trust Co. NA | 39,422 | $1.27M | 0.1% | +93.0% | 0.009% | |
4/24/2024 | SOL Capital Management CO | 84,180 | $2.71M | 0.3% | +8.5% | 0.018% | |
4/24/2024 | Essex Financial Services Inc. | 32,191 | $1.04M | 0.1% | -7.6% | 0.007% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 59,085 | $1.82M | 1.1% | +1.2% | 0.013% | |
4/23/2024 | Warner Financial Inc. | 10,000 | $322K | 0.2% | -4.3% | 0.002% | |
4/23/2024 | Bank of Stockton | 122,645 | $3.95M | 1.2% | +1.7% | 0.027% | |
4/23/2024 | Rebalance LLC | 413,676 | $13.33M | 1.1% | -4.6% | 0.090% | |
4/23/2024 | Wendell David Associates Inc. | 99,062 | $3.19M | 0.3% | -24.5% | 0.022% | |
4/22/2024 | Oakworth Capital Inc. | 1,833 | $59K | 0.0% | -35.8% | 0.000% | |
4/19/2024 | Redmont Wealth Advisors LLC | 128,152 | $4.13M | 5.7% | +25.7% | 0.028% | |
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4/19/2024 | Carret Asset Management LLC | 22,316 | $719K | 0.1% | +7.2% | 0.005% | |
4/18/2024 | Fifth Third Securities Inc. | 77,376 | $2.49M | 0.2% | -7.4% | 0.017% | |
4/17/2024 | Burns J W & Co. Inc. NY | 17,692 | $570K | 0.1% | -19.9% | 0.004% | |
4/16/2024 | Independence Bank of Kentucky | 49,245 | $1.59M | 0.5% | -1.9% | 0.011% | |
4/16/2024 | Webster Bank N. A. | 1,867 | $60K | 0.0% | +34.8% | 0.000% | |
4/16/2024 | Financial Management Professionals Inc. | 6,445 | $208K | 0.0% | +18.9% | 0.001% | |
4/16/2024 | Atlantic Union Bankshares Corp | 18,982 | $612K | 0.1% | +5.6% | 0.004% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,750 | $56K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 22,761 | $734K | 0.1% | -2.0% | 0.005% | |
4/13/2024 | Parkside Investments LLC | 307,967 | $9.93M | 1.6% | -1.0% | 0.066% | |
4/12/2024 | AdvisorNet Financial Inc | 3,938 | $127K | 0.0% | +11.4% | 0.001% | |
4/11/2024 | Congress Asset Management Co. MA | 95,738 | $3.09M | 0.0% | -2.7% | 0.021% | |
4/11/2024 | Fortitude Family Office LLC | 10,242 | $330K | 0.2% | -14.3% | 0.002% | |
4/10/2024 | Red Spruce Capital LLC | 19,387 | $625K | 0.3% | +9.7% | 0.004% | |
4/9/2024 | Montecito Bank & Trust | 41,517 | $1.34M | 0.3% | -7.8% | 0.009% | |
4/9/2024 | Osher Van de Voorde Investment Management | 253,900 | $8.18M | 1.9% | -12.1% | 0.055% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 122,396 | $3.95M | 0.1% | +4.0% | 0.026% | |
4/8/2024 | Bath Savings Trust Co | 45,928 | $1.48M | 0.2% | -3.3% | 0.010% | |
4/5/2024 | First Hawaiian Bank | 29,633 | $955K | 0.0% | -1.4% | 0.006% | |
4/5/2024 | GAMMA Investing LLC | 25,078 | $808K | 0.2% | N/A | 0.006% | |
4/5/2024 | NBC Securities Inc. | 56,049 | $1.82M | 0.2% | -2.9% | 0.013% | |
4/5/2024 | Madison Park Capital Advisors LLC | 6,371 | $205K | 0.2% | N/A | 0.001% | |
4/5/2024 | VERITY Wealth Advisors | 18,378 | $592K | 0.5% | +108.4% | 0.004% | |
4/3/2024 | Peoples Bank KS | 132,295 | $4.26M | 3.3% | -1.6% | 0.030% | |
4/2/2024 | ST Germain D J Co. Inc. | 78,760 | $2.54M | 0.1% | +10.2% | 0.018% | |
4/2/2024 | M&R Capital Management Inc. | 950 | $31K | 0.0% | +280.0% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 9,924 | $310K | 0.0% | N/A | 0.002% | |
3/4/2024 | Congress Asset Management Co. MA | 98,363 | $3.07M | 0.0% | -15.8% | 0.022% | |
3/4/2024 | Vima LLC | 1,290 | $40K | 0.1% | N/A | 0.000% | |
2/20/2024 | Able Wealth Management LLC | 4,208 | $131K | 0.1% | N/A | 0.001% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 495,192 | $15.45M | 0.6% | N/A | 0.112% | |
2/15/2024 | Cohen & Steers Inc. | 5,541,190 | $172.83M | 0.3% | +8,108.7% | 1.254% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 7,930 | $247K | 0.1% | N/A | 0.002% | |
2/14/2024 | Waterloo Capital L.P. | 6,452 | $201K | 0.0% | N/A | 0.001% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 19,700 | $614K | 0.0% | -28.1% | 0.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 224,118 | $6.99M | 0.0% | +26.4% | 0.051% | |
2/13/2024 | SWS Partners | 12,025 | $375K | 0.1% | +3.1% | 0.003% | |
2/13/2024 | United Community Bank | 43,039 | $1.34M | 0.6% | -14.2% | 0.010% | |
2/13/2024 | Rathbones Group PLC | 11,207 | $350K | 0.0% | -5.5% | 0.003% | |
2/12/2024 | Tradition Wealth Management LLC | 17,072 | $532K | 0.1% | -5.8% | 0.004% | |
2/12/2024 | Brown Brothers Harriman & Co. | 850 | $27K | 0.0% | N/A | 0.000% | |
2/12/2024 | Douglass Winthrop Advisors LLC | 8,200 | $256K | 0.0% | +10.8% | 0.002% | |
2/12/2024 | Staley Capital Advisers Inc. | 21,200 | $661K | 0.0% | -14.2% | 0.005% | |
2/12/2024 | Parallel Advisors LLC | 134,333 | $4.19M | 0.1% | -8.2% | 0.030% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 13,304 | $415K | 0.0% | +3.7% | 0.003% | |
2/9/2024 | HCR Wealth Advisors | 40,855 | $1.27M | 0.2% | -14.5% | 0.009% | |
2/9/2024 | AXS Investments LLC | 70,000 | $2.18M | 0.5% | +27.3% | 0.016% | |
2/9/2024 | Capital Management Associates NY | 2,148 | $67K | 0.1% | N/A | 0.000% | |
2/9/2024 | L.M. Kohn & Company | 18,332 | $572K | 0.2% | -4.4% | 0.004% | |
2/9/2024 | Clearbridge Investments LLC | 89,782 | $2.80M | 0.0% | -19.2% | 0.020% | |
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2/8/2024 | Kickstand Ventures LLC. | 142,650 | $4.45M | 1.3% | N/A | 0.032% | |
2/8/2024 | Janney Capital Management LLC | 69,896 | $2.18M | 0.1% | N/A | 0.016% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,501,951 | $46.85M | 0.2% | +10.6% | 0.340% | |
2/8/2024 | Nvwm LLC | 4,254 | $133K | 0.0% | -38.8% | 0.001% | |
2/8/2024 | Ironwood Investment Counsel LLC | 19,105 | $596K | 0.1% | -15.0% | 0.004% | |
2/8/2024 | King Wealth Management Group | 41,443 | $1.29M | 0.2% | -0.9% | 0.009% | |
2/7/2024 | NBC Securities Inc. | 57,697 | $1.80M | 0.2% | +12.2% | 0.013% | |
2/7/2024 | Valley Wealth Managers Inc. | 39,001 | $1.22M | 0.1% | -4.0% | 0.009% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 22,100 | $689K | 0.0% | +509.0% | 0.005% | |
2/7/2024 | BNP Paribas Financial Markets | 11,418 | $356K | 0.0% | -97.7% | 0.003% | |