7/1/2025 | Confluence Investment Management LLC | 72,848 | $1.87M | 0.0% | -3.5% | 0.358% | |
5/16/2025 | NewEdge Advisors LLC | 569,568 | $14.56M | 0.1% | +1.8% | 2.862% | |
5/16/2025 | Integrated Wealth Concepts LLC | 325,296 | $8.32M | 0.1% | +6.7% | 1.635% | |
5/12/2025 | Scissortail Wealth Management LLC | 64,903 | $1.66M | 0.4% | -5.8% | 0.326% | |
5/1/2025 | Hughes Financial Services LLC | 6,292 | $161K | 0.0% | N/A | 0.032% | |
5/1/2025 | Blue Square Asset Management LLC | 45,660 | $1.17M | 0.6% | -2.1% | 0.229% | |
4/30/2025 | Leavell Investment Management Inc. | 266,114 | $6.80M | 0.3% | +3.5% | 1.337% | |
4/28/2025 | Buffington Mohr McNeal | 11,490 | $294K | 0.1% | +9.3% | 0.058% | |
4/28/2025 | Private Trust Co. NA | 7,574 | $194K | 0.0% | +13.9% | 0.038% | |
4/25/2025 | Spinnaker Trust | 45,085 | $1.15M | 0.1% | +32.5% | 0.228% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,486 | $396K | 0.0% | +31.3% | 0.078% | |
4/22/2025 | Crews Bank & Trust | 30,981 | $792K | 0.1% | -5.9% | 0.156% | |
4/21/2025 | PSI Advisors LLC | 56,874 | $1.45M | 0.5% | +11.4% | 0.287% | |
4/17/2025 | Janney Montgomery Scott LLC | 22,338 | $571K | 0.0% | +36.7% | 0.113% | |
4/16/2025 | Praetorian Wealth Management Inc. | 236,902 | $6.06M | 1.5% | +1.3% | 1.196% | |
4/14/2025 | Bank of New Hampshire | 2,905 | $74K | 0.0% | -20.5% | 0.015% | |
4/11/2025 | Princeton Global Asset Management LLC | 15,700 | $401K | 0.1% | +127.5% | 0.079% | |
4/9/2025 | Lbmc Investment Advisors LLC | 366,493 | $9.37M | 0.7% | +11.1% | 1.851% | |
4/9/2025 | Harbor Investment Advisory LLC | 3,656 | $93K | 0.0% | +15.7% | 0.018% | |
4/8/2025 | Global Financial Private Client LLC | 5,801 | $148K | 0.1% | -10.0% | 0.029% | |
2/18/2025 | Novem Group | 20,931 | $533K | 0.1% | N/A | 0.117% | |
2/18/2025 | 10Elms LLP | 19,204 | $489K | 0.5% | N/A | 0.107% | |
2/17/2025 | Captrust Financial Advisors | 24,857 | $633K | 0.0% | -10.6% | 0.139% | |
2/17/2025 | Cary Street Partners Financial LLC | 9,595 | $244K | 0.0% | N/A | 0.054% | |
2/17/2025 | Ameriprise Financial Inc. | 319,987 | $8.15M | 0.0% | +19.0% | 1.788% | |
2/14/2025 | Stonebridge Capital Advisors LLC | 8,693 | $221K | 0.0% | -7.0% | 0.049% | |
2/14/2025 | Integrated Wealth Concepts LLC | 304,752 | $7.76M | 0.1% | +35.3% | 1.703% | |
2/13/2025 | United Capital Financial Advisors LLC | 91,410 | $2.33M | 0.0% | +7.5% | 0.511% | |
2/11/2025 | Sandy Spring Bank | 43,388 | $1.11M | 0.0% | -9.8% | 0.242% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 8,000 | $204K | 0.0% | N/A | 0.045% | |
2/10/2025 | Hills Bank & Trust Co | 324,032 | $8.25M | 0.6% | +4.0% | 1.810% | |
2/7/2025 | Horan Securities Inc. | 8,454 | $215K | 0.1% | -33.4% | 0.047% | |
2/5/2025 | Peloton Wealth Strategists | 11,000 | $280K | 0.1% | +7.8% | 0.061% | |
1/30/2025 | Spinnaker Trust | 34,025 | $866K | 0.1% | +9.9% | 0.190% | |
1/29/2025 | Sonata Capital Group Inc. | 95,287 | $2.43M | 1.0% | +24.7% | 0.532% | |
1/29/2025 | Leavell Investment Management Inc. | 257,114 | $6.55M | 0.3% | +24.1% | 1.436% | |
1/24/2025 | Princeton Global Asset Management LLC | 6,900 | $176K | 0.0% | +12.7% | 0.039% | |
1/23/2025 | Crews Bank & Trust | 32,911 | $838K | 0.1% | N/A | 0.184% | |
1/22/2025 | Buffington Mohr McNeal | 10,509 | $268K | 0.0% | +6.6% | 0.059% | |
1/21/2025 | Blue Square Asset Management LLC | 46,623 | $1.19M | 0.6% | -3.3% | 0.260% | |
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1/16/2025 | Lbmc Investment Advisors LLC | 329,799 | $8.40M | 0.7% | +4.4% | 1.842% | |
1/14/2025 | Global Financial Private Client LLC | 6,442 | $164K | 0.1% | -32.5% | 0.036% | |
1/13/2025 | PSI Advisors LLC | 51,074 | $1.30M | 0.4% | -5.4% | 0.285% | |
1/10/2025 | Praetorian Wealth Management Inc. | 233,962 | $5.96M | 1.4% | +1.0% | 1.307% | |
1/2/2025 | Confluence Investment Management LLC | 75,478 | $1.92M | 0.0% | +1.6% | 0.422% | |
11/15/2024 | Integrated Wealth Concepts LLC | 225,318 | $5.78M | 0.1% | +18.9% | 1.259% | |
11/14/2024 | Captrust Financial Advisors | 27,805 | $713K | 0.0% | +52.1% | 0.155% | |
11/1/2024 | Leavell Investment Management Inc. | 207,114 | $5.31M | 0.3% | +5.6% | 1.157% | |
11/1/2024 | Sonata Capital Group Inc. | 76,390 | $1.96M | 0.8% | N/A | 0.427% | |
10/31/2024 | Confluence Investment Management LLC | 74,294 | $1.91M | 0.0% | +4.7% | 0.415% | |
10/31/2024 | Spinnaker Trust | 30,966 | $794K | 0.0% | -2.9% | 0.173% | |
10/29/2024 | Blue Square Asset Management LLC | 48,194 | $1.24M | 0.7% | -2.4% | 0.269% | |
10/16/2024 | Buffington Mohr McNeal | 9,855 | $253K | 0.0% | N/A | 0.055% | |
10/8/2024 | Lbmc Investment Advisors LLC | 315,909 | $8.11M | 0.6% | +22.5% | 1.765% | |
10/2/2024 | Praetorian Wealth Management Inc. | 231,713 | $5.95M | 1.5% | -4.8% | 1.294% | |
8/8/2024 | Parallel Advisors LLC | 17,394 | $440K | 0.0% | +22.4% | 0.097% | |
8/8/2024 | STAR Financial Bank | 7,921 | $201K | 0.2% | N/A | 0.044% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 255,709 | $6.48M | 0.4% | -6.9% | 1.429% | |
7/25/2024 | Hills Bank & Trust Co | 275,858 | $6.99M | 0.6% | +12.4% | 1.541% | |
7/23/2024 | PSI Advisors LLC | 53,974 | $1.37M | 0.4% | N/A | 0.302% | |
7/23/2024 | Exchange Capital Management Inc. | 12,754 | $323K | 0.1% | N/A | 0.071% | |
7/17/2024 | Archford Capital Strategies LLC | 20,855 | $528K | 0.1% | +9.8% | 0.117% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 120,680 | $3.06M | 0.8% | +0.7% | 0.674% | |
7/11/2024 | Lbmc Investment Advisors LLC | 257,981 | $6.53M | 0.6% | +38.2% | 1.441% | |
7/10/2024 | Praetorian Wealth Management Inc. | 243,485 | $6.17M | 1.6% | -3.5% | 1.360% | |
7/1/2024 | Confluence Investment Management LLC | 70,934 | $1.80M | 0.0% | +2.5% | 0.396% | |
5/17/2024 | Comerica Bank | 11,442 | $290K | 0.0% | +277.6% | 0.064% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 30,208 | $766K | 0.1% | -14.9% | 0.169% | |
5/2/2024 | Horan Securities Inc. | 8,946 | $227K | 0.1% | +11.6% | 0.050% | |
5/1/2024 | Janney Montgomery Scott LLC | 17,997 | $456K | 0.0% | +24.8% | 0.101% | |
4/24/2024 | Leavell Investment Management Inc. | 195,976 | $4.97M | 0.3% | -3.4% | 1.101% | |
4/24/2024 | Archford Capital Strategies LLC | 18,990 | $481K | 0.1% | +5.5% | 0.107% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 274,634 | $6.96M | 0.4% | +0.6% | 1.543% | |
4/12/2024 | Harbor Investment Advisory LLC | 2,056 | $52K | 0.0% | N/A | 0.017% | |
4/12/2024 | Lbmc Investment Advisors LLC | 186,620 | $4.73M | 0.4% | +141.7% | 1.505% | |
4/10/2024 | Praetorian Wealth Management Inc. | 252,380 | $6.40M | 1.7% | +6.5% | 2.035% | |
4/1/2024 | Confluence Investment Management LLC | 69,218 | $1.76M | 0.0% | N/A | 0.558% | |
2/12/2024 | Arrow Financial Corp | 9,388 | $239K | 0.0% | -8.5% | 0.076% | |
2/7/2024 | Horan Securities Inc. | 8,013 | $204K | 0.1% | N/A | 0.065% | |
2/7/2024 | Hills Bank & Trust Co | 244,958 | $6.25M | 0.6% | +145.8% | 1.975% | |
2/2/2024 | Spinnaker Trust | 11,946 | $305K | 0.0% | N/A | 0.096% | |
2/2/2024 | Gould Asset Management LLC CA | 17,130 | $437K | 0.1% | N/A | 0.138% | |
1/30/2024 | Scissortail Wealth Management LLC | 60,436 | $1.54M | 0.5% | N/A | 0.487% | |
1/26/2024 | Sandy Spring Bank | 37,310 | $952K | 0.0% | -2.4% | 0.301% | |
1/23/2024 | Leavell Investment Management Inc. | 202,976 | $5.18M | 0.3% | +12.3% | 1.637% | |
1/22/2024 | Princeton Global Asset Management LLC | 6,125 | $156K | 0.0% | +175.3% | 0.049% | |
1/16/2024 | Lbmc Investment Advisors LLC | 77,200 | $1.97M | 0.2% | +57.6% | 0.623% | |
1/12/2024 | Archford Capital Strategies LLC | 17,999 | $459K | 0.1% | +25.6% | 0.145% | |
1/11/2024 | Praetorian Wealth Management Inc. | 236,943 | $6.05M | 1.7% | +5.6% | 1.911% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 39,568 | $982K | 0.1% | -3.2% | 0.319% | |
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11/15/2023 | Integrated Wealth Concepts LLC | 102,749 | $2.55M | 0.0% | -7.9% | 0.829% | |
11/8/2023 | Janney Montgomery Scott LLC | 14,407 | $357K | 0.0% | +38.9% | 0.116% | |
11/8/2023 | Newman Dignan & Sheerar Inc. | 110,401 | $2.74M | 0.9% | +0.9% | 0.890% | |
10/30/2023 | Sandy Spring Bank | 38,220 | $948K | 0.1% | -1.5% | 0.308% | |
10/27/2023 | Archford Capital Strategies LLC | 14,326 | $355K | 0.1% | -41.9% | 0.116% | |
10/26/2023 | Hills Bank & Trust Co | 99,677 | $2.47M | 0.3% | N/A | 0.804% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,719 | $365K | 0.0% | -78.0% | 0.119% | |
10/18/2023 | Private Trust Co. NA | 6,919 | $172K | 0.0% | +10.1% | 0.056% | |
10/16/2023 | Leavell Investment Management Inc. | 180,794 | $4.49M | 0.3% | +1.3% | 1.458% | |
10/11/2023 | Praetorian Wealth Management Inc. | 224,345 | $5.57M | 1.8% | +3.5% | 1.809% | |