5/11/2024 | Peninsula Asset Management Inc. | 333,595 | $20.26M | 10.9% | +405.0% | 0.024% | |
5/11/2024 | Lcnb Corp | 34,485 | $2.10M | 0.8% | +394.3% | 0.002% | |
5/11/2024 | Trustmark National Bank Trust Department | 17,435 | $1.06M | 0.1% | +395.7% | 0.001% | |
5/11/2024 | Davis R M Inc. | 2,730,773 | $165.87M | 3.5% | +424.1% | 0.195% | |
5/11/2024 | Resurgent Financial Advisors LLC | 5,419 | $329K | 0.2% | +462.1% | 0.000% | |
5/11/2024 | Alley Investment Management Company LLC | 93,798 | $5.70M | 0.8% | +403.2% | 0.007% | |
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5/11/2024 | Peak Asset Management LLC | 9,310 | $565K | 0.1% | +400.0% | 0.001% | |
5/11/2024 | Aufman Associates Inc | 5,045 | $306K | 0.2% | +400.0% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 554,613 | $33.69M | 2.8% | +407.1% | 0.040% | |
5/11/2024 | Cynosure Group LLC | 91,733 | $5.57M | 1.0% | +405.2% | 0.007% | |
5/11/2024 | ESL Trust Services LLC | 577,168 | $35.06M | 9.2% | +422.2% | 0.041% | |
5/11/2024 | Orion Capital Management LLC | 52,202 | $3.17M | 1.7% | +274.2% | 0.004% | |
5/11/2024 | NWK Group Inc. | 11,703 | $711K | 0.3% | +376.1% | 0.001% | |
5/11/2024 | Continental Investors Services Inc. | 22,049 | $1.33M | 3.2% | +395.8% | 0.002% | |
5/11/2024 | Ironwood Investment Counsel LLC | 12,065 | $733K | 0.1% | +389.8% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 127,045 | $7.72M | 1.5% | +9,903.5% | 0.009% | |
5/11/2024 | Jacobi Capital Management LLC | 39,843 | $2.42M | 0.2% | +399.0% | 0.003% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 505 | $31K | 0.0% | +531.3% | 0.000% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 51,700 | $3.14M | 0.1% | +400.0% | 0.004% | |
5/11/2024 | Patten & Patten Inc. TN | 12,489 | $759K | 0.1% | +400.0% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 2,594,480 | $157.60M | 0.4% | +326.0% | 0.185% | |
5/10/2024 | Blue Barn Wealth LLC | 3,896 | $237K | 0.1% | +373.4% | 0.000% | |
5/10/2024 | Connors Investor Services Inc. | 25,078 | $1.52M | 0.2% | +988.0% | 0.002% | |
5/10/2024 | Rodgers & Associates LTD | 3,450 | $210K | 0.0% | N/A | 0.000% | |
5/10/2024 | Fiducient Advisors LLC | 27,083 | $1.65M | 0.3% | +432.1% | 0.002% | |
5/10/2024 | TIAA Trust National Association | 1,401,270 | $85.11M | 0.3% | +226.1% | 0.100% | |
5/10/2024 | Vanguard Group Inc. | 141,763 | $8.61M | 0.0% | +417.0% | 0.010% | |
5/10/2024 | Spirepoint Private Client LLC | 21,013 | $1.28M | 0.2% | N/A | 0.002% | |
5/10/2024 | JPMorgan Chase & Co. | 38,027,122 | $2.31B | 0.2% | +407.0% | 2.716% | |
5/10/2024 | Broadview Financial Management LLC | 40,910 | $2.49M | 1.8% | +388.5% | 0.003% | |
5/10/2024 | Clearstead Trust LLC | 13,357 | $811K | 0.2% | +420.7% | 0.001% | |
5/10/2024 | Nicolet Advisory Services LLC | 6,820 | $409K | 0.0% | +389.9% | 0.000% | |
5/10/2024 | First Foundation Advisors | 30,363 | $1.84M | 0.1% | +414.4% | 0.002% | |
5/10/2024 | Towercrest Capital Management | 266,268 | $16.17M | 2.7% | +401.4% | 0.019% | |
5/10/2024 | Kelman Lazarov Inc. | 239,024 | $14.52M | 2.8% | +409.6% | 0.017% | |
5/10/2024 | Bright Financial Advisors Inc. | 150,193 | $9.12M | 6.6% | N/A | 0.011% | |
5/10/2024 | Motco | 16,181 | $983K | 0.1% | +414.0% | 0.001% | |
5/10/2024 | Truepoint Inc. | 11,845 | $719K | 0.0% | +10.3% | 0.001% | |
5/10/2024 | J. L. Bainbridge & Co. Inc. | 10,800 | $656K | 0.1% | +400.0% | 0.001% | |
5/10/2024 | TCTC Holdings LLC | 78,578 | $4.77M | 0.2% | +426.7% | 0.006% | |
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5/10/2024 | 1ST Source Bank | 255,083 | $15.49M | 0.9% | +396.7% | 0.018% | |
5/10/2024 | Garrison Point Advisors LLC | 19,190 | $1.17M | 0.7% | +412.0% | 0.001% | |
5/10/2024 | Wintrust Investments LLC | 913,350 | $55.48M | 4.9% | +391.6% | 0.065% | |
5/10/2024 | GM Advisory Group LLC | 13,649 | $829K | 0.1% | +430.1% | 0.001% | |
5/10/2024 | Nwam LLC | 32,639 | $1.97M | 0.2% | +59.2% | 0.002% | |
5/10/2024 | Reston Wealth Management LLC | 3,440 | $209K | 0.1% | N/A | 0.000% | |
5/10/2024 | Gratus Wealth Advisors LLC | 4,031 | $227K | 0.0% | +224.8% | 0.000% | |
5/9/2024 | RFP Financial Group LLC | 116,592 | $7.08M | 2.8% | +414.8% | 0.008% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 148,969 | $9.05M | 0.6% | +415.0% | 0.011% | |
5/9/2024 | Brighton Jones LLC | 66,485 | $4.04M | 0.1% | +398.5% | 0.005% | |
5/9/2024 | ProVise Management Group LLC | 95,630 | $5.81M | 0.5% | +386.3% | 0.007% | |
5/9/2024 | Leo Wealth LLC | 33,966 | $2.06M | 0.2% | +211.0% | 0.002% | |
5/9/2024 | Private Portfolio Partners LLC | 45,454 | $2.76M | 0.6% | +435.1% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 224,265 | $13.62M | 0.1% | +359.5% | 0.016% | |
5/9/2024 | Blair William & Co. IL | 432,614 | $26.28M | 0.1% | +420.5% | 0.031% | |
5/9/2024 | Renasant Bank | 8,195 | $498K | 0.4% | +396.7% | 0.001% | |
5/9/2024 | Maple Capital Management Inc. | 35,810 | $2.18M | 0.2% | +509.3% | 0.003% | |
5/9/2024 | HBK Sorce Advisory LLC | 48,907 | $2.97M | 0.1% | +395.4% | 0.003% | |
5/9/2024 | Midwest Professional Planners LTD. | 87,038 | $5.29M | 1.9% | +392.9% | 0.006% | |
5/9/2024 | Kingsview Wealth Management LLC | 145,098 | $8.81M | 0.2% | +474.1% | 0.010% | |
5/9/2024 | Condor Capital Management | 28,932 | $1.76M | 0.2% | +393.8% | 0.002% | |
5/9/2024 | Wealthquest Corp | 519,783 | $31.57M | 3.4% | +368.0% | 0.037% | |
5/9/2024 | Landaas & Co. WI ADV | 4,516 | $274K | 0.1% | N/A | 0.000% | |
5/9/2024 | Clearwater Capital Advisors LLC | 23,252 | $1.41M | 0.2% | +367.0% | 0.002% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 13,645 | $829K | 0.0% | +628.9% | 0.001% | |
5/9/2024 | JDM Financial Group LLC | 1,050 | $64K | 0.0% | +400.0% | 0.000% | |
5/9/2024 | Ledyard National Bank | 21,465 | $1.30M | 0.1% | +369.2% | 0.002% | |
5/9/2024 | Planning Directions Inc. | 6,095 | $370K | 0.3% | +432.8% | 0.000% | |
5/9/2024 | TBH Global Asset Management LLC | 24,750 | $1.50M | 0.3% | +433.6% | 0.002% | |
5/9/2024 | SageView Advisory Group LLC | 15,341 | $1.03M | 0.0% | -50.7% | 0.001% | |
5/9/2024 | Fortis Capital Advisors LLC | 6,558 | $398K | 0.2% | N/A | 0.000% | |
5/9/2024 | First National Bank of Hutchinson | 129,215 | $7.85M | 5.2% | +378.2% | 0.009% | |
5/9/2024 | Texas Yale Capital Corp. | 4,803 | $292K | 0.0% | +400.8% | 0.000% | |
5/9/2024 | Angeles Wealth Management LLC | 2,405 | $146K | 0.0% | +400.0% | 0.000% | |
5/9/2024 | Interchange Capital Partners LLC | 14,977 | $944K | 0.6% | +381.9% | 0.001% | |
5/9/2024 | Portland Global Advisors LLC | 638,526 | $38.78M | 5.3% | +373.4% | 0.046% | |
5/9/2024 | TD Asset Management Inc | 2,019,766 | $122.68M | 0.1% | +775.4% | 0.144% | |
5/9/2024 | Dearborn Partners LLC | 9,276 | $563K | 0.0% | +396.8% | 0.001% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 124,402 | $7.56M | 1.5% | +402.8% | 0.009% | |
5/9/2024 | Rogco LP | 125,354 | $7.61M | 3.1% | +390.8% | 0.009% | |
5/9/2024 | WP Advisors LLC | 26,899 | $1.63M | 0.5% | +401.3% | 0.002% | |
5/9/2024 | New Insight Wealth Advisors | 11,104 | $674K | 0.4% | +431.3% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 37,545 | $2.28M | 0.2% | +368.8% | 0.003% | |
5/8/2024 | Darden Wealth Group Inc | 32,630 | $1.98M | 1.6% | +391.3% | 0.002% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 18,173 | $1.10M | 0.3% | +401.0% | 0.001% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 9,750 | $592K | 0.0% | +388.7% | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 57,569 | $3.50M | 0.4% | +421.9% | 0.004% | |
5/8/2024 | J.P. Marvel Investment Advisors LLC | 6,295 | $382K | 0.1% | +400.0% | 0.000% | |
5/8/2024 | MAI Capital Management | 3,634,459 | $220.76M | 2.3% | +455.9% | 0.260% | |
5/8/2024 | Sheets Smith Wealth Management | 108,253 | $6.58M | 0.7% | +398.2% | 0.008% | |
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5/8/2024 | Paladin Advisory Group LLC | 10,540 | $636K | 0.5% | +388.4% | 0.001% | |
5/8/2024 | Bleakley Financial Group LLC | 58,018 | $3.52M | 0.1% | +386.6% | 0.004% | |
5/8/2024 | Great Diamond Partners LLC | 80,141 | $4.87M | 1.1% | +451.9% | 0.006% | |
5/8/2024 | Neumann Capital Management LLC | 219,390 | $13.33M | 4.8% | +407.9% | 0.016% | |
5/8/2024 | Heritage Wealth Advisors | 1,425 | $87K | 0.0% | +400.0% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 3,976 | $242K | 0.0% | +400.8% | 0.000% | |
5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 190,707 | $11.58M | 0.1% | +146.2% | 0.014% | |
5/8/2024 | Avantax Advisory Services Inc. | 527,411 | $32.04M | 0.3% | +387.2% | 0.038% | |
5/8/2024 | US Bancorp DE | 4,544,006 | $276.00M | 0.4% | +419.3% | 0.325% | |
5/8/2024 | SP Asset Management LLC | 6,952 | $422K | 0.0% | +400.5% | 0.000% | |