4/26/2024 | YHB Investment Advisors Inc. | 6,254 | $114K | 0.0% | N/A | 0.013% | |
4/26/2024 | MONECO Advisors LLC | 120,740 | $2.21M | 0.4% | +152.6% | 0.250% | |
4/26/2024 | Sigma Investment Counselors Inc. | 14,227 | $260K | 0.0% | -5.2% | 0.029% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 511,773 | $9.37M | 0.5% | +8.6% | 1.060% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 623,437 | $11.41M | 0.0% | +18.9% | 1.291% | |
4/22/2024 | Strategic Financial Concepts LLC | 25,805 | $472K | 0.1% | +24.5% | 0.053% | |
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4/22/2024 | Vishria Bird Financial Group LLC | 462,577 | $8.47M | 3.6% | N/A | 0.958% | |
4/22/2024 | Rovin Capital UT ADV | 160,726 | $2.94M | 1.2% | -0.4% | 0.333% | |
4/22/2024 | Legacy CG LLC | 260,766 | $4.77M | 1.7% | N/A | 0.540% | |
4/22/2024 | Raymond James & Associates | 759,524 | $13.90M | 0.0% | +107.8% | 1.573% | |
4/19/2024 | Westside Investment Management Inc. | 5,380 | $98K | 0.0% | N/A | 0.011% | |
4/18/2024 | Exchange Capital Management Inc. | 168,744 | $3.09M | 0.5% | +38.8% | 0.349% | |
4/18/2024 | Oliver Luxxe Assets LLC | 101,939 | $1.87M | 0.4% | +142.1% | 0.211% | |
4/18/2024 | Ironwood Financial llc | 98,940 | $1.81M | 0.4% | -2.2% | 0.205% | |
4/16/2024 | Independence Bank of Kentucky | 31,288 | $573K | 0.2% | +57.1% | 0.066% | |
4/16/2024 | Atlantic Union Bankshares Corp | 597,486 | $10.93M | 0.9% | +21.1% | 1.253% | |
4/16/2024 | Tlwm | 27,154 | $497K | 0.1% | +58.3% | 0.057% | |
4/11/2024 | Matthew Goff Investment Advisor LLC | 152,009 | $2.78M | 0.6% | -0.6% | 0.321% | |
4/10/2024 | Sterling Financial Group Inc. | 11,385 | $208K | 0.1% | -29.3% | 0.024% | |
4/10/2024 | Red Spruce Capital LLC | 38,701 | $708K | 0.3% | +50.2% | 0.082% | |
4/10/2024 | BCS Wealth Management | 73,876 | $1.35M | 0.4% | +93.6% | 0.156% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 60,038 | $1.10M | 0.3% | +2.7% | 0.128% | |
4/5/2024 | Davis Capital Management | 7,942 | $145K | 0.1% | +9.2% | 0.017% | |
3/13/2024 | MONECO Advisors LLC | 47,799 | $886K | 0.2% | +123.8% | 0.128% | |
3/12/2024 | Rovin Capital UT ADV | 161,391 | $2.99M | 1.4% | -0.3% | 0.434% | |
2/16/2024 | Hobbs Group Advisors LLC | 49,980 | $927K | 0.4% | N/A | 0.134% | |
2/9/2024 | Davis R M Inc. | 29,743 | $552K | 0.0% | +35.5% | 0.080% | |
2/9/2024 | Wells Fargo & Company MN | 1,291,587 | $23.95M | 0.0% | +41.3% | 3.472% | |
2/9/2024 | UBS Group AG | 672,088 | $12.46M | 0.0% | +58.8% | 1.807% | |
2/8/2024 | Exchange Capital Management Inc. | 121,610 | $2.26M | 0.4% | +16.6% | 0.327% | |
2/8/2024 | Janney Montgomery Scott LLC | 894,991 | $16.60M | 0.1% | +52.7% | 2.406% | |
2/7/2024 | Avantax Advisory Services Inc. | 22,940 | $425K | 0.0% | -58.2% | 0.062% | |
2/6/2024 | Sawgrass Asset Management LLC | 64,892 | $1.20M | 0.1% | +21.4% | 0.174% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 116,084 | $2.15M | 0.1% | +2.4% | 0.312% | |
2/6/2024 | Private Advisor Group LLC | 13,697 | $254K | 0.0% | N/A | 0.037% | |
2/6/2024 | TCG Advisory Services LLC | 251,266 | $4.66M | 0.3% | N/A | 0.675% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 8,701 | $161K | 0.0% | +110.0% | 0.023% | |
2/6/2024 | First Horizon Advisors Inc. | 20,143 | $374K | 0.0% | +8.6% | 0.054% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 2,084,022 | $38.65M | 1.2% | +7.0% | 5.602% | |
2/5/2024 | MONECO Advisors LLC | 41,481 | $769K | 0.1% | +94.2% | 0.112% | |
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2/5/2024 | Flaharty Asset Management LLC | 13,600 | $252K | 0.0% | N/A | 0.037% | |
2/2/2024 | Motley Fool Wealth Management LLC | 766,095 | $14.20M | 0.7% | +2.0% | 2.059% | |
2/2/2024 | Addison Advisors LLC | 145,045 | $2.69M | 1.0% | +12.2% | 0.390% | |
2/2/2024 | Marquette Asset Management LLC | 4,169 | $77K | 0.0% | N/A | 0.011% | |
2/2/2024 | Truist Financial Corp | 13,348 | $248K | 0.0% | N/A | 0.036% | |
1/31/2024 | Key Financial Inc | 6,468 | $120K | 0.0% | +501.7% | 0.018% | |
1/30/2024 | Avior Wealth Management LLC | 976,989 | $18.12M | 1.1% | +2,883.4% | 2.748% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 471,422 | $8.74M | 0.5% | -1.4% | 1.326% | |
1/30/2024 | Marietta Wealth Management LLC | 291,856 | $5.41M | 1.0% | -0.6% | 0.821% | |
1/30/2024 | Capital Analysts LLC | 14,170 | $263K | 0.0% | N/A | 0.040% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 76,790 | $1.42M | 0.0% | +14.2% | 0.216% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 4,200 | $78K | 0.0% | N/A | 0.011% | |
1/29/2024 | G2 Capital Management LLC OH | 78,019 | $1.45M | 0.5% | N/A | 0.219% | |
1/26/2024 | Geneos Wealth Management Inc. | 6,351 | $118K | 0.0% | +63.6% | 0.018% | |
1/25/2024 | Eastern Bank | 1,547,955 | $28.71M | 1.3% | +0.5% | 4.429% | |
1/25/2024 | Western Financial Corp CA | 44,284 | $821K | 0.5% | N/A | 0.127% | |
1/24/2024 | International Assets Investment Management LLC | 8,902 | $165K | 0.0% | N/A | 0.025% | |
1/23/2024 | Straight Path Wealth Management | 39,742 | $737K | 0.4% | +52.7% | 0.114% | |
1/23/2024 | Independence Bank of Kentucky | 19,919 | $369K | 0.1% | -5.8% | 0.057% | |
1/22/2024 | Sigma Investment Counselors Inc. | 15,007 | $278K | 0.0% | -78.8% | 0.043% | |
1/22/2024 | Secure Asset Management LLC | 115,552 | $2.14M | 0.6% | N/A | 0.331% | |
1/19/2024 | Atlantic Union Bankshares Corp | 493,329 | $9.15M | 0.8% | +19.4% | 1.430% | |
1/18/2024 | Strategic Financial Concepts LLC | 20,729 | $384K | 0.2% | +18.5% | 0.060% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 524,172 | $9.72M | 0.0% | +21.4% | 1.533% | |
1/16/2024 | Raymond James & Associates | 365,486 | $6.78M | 0.0% | +161.7% | 1.069% | |
1/16/2024 | Butensky & Cohen Financial Security Inc. | 58,480 | $1.09M | 0.4% | -2.6% | 0.171% | |
1/16/2024 | HB Wealth Management LLC | 17,048 | $316K | 0.0% | N/A | 0.050% | |
1/11/2024 | BCS Wealth Management | 38,162 | $708K | 0.3% | N/A | 0.113% | |
1/9/2024 | Matthew Goff Investment Advisor LLC | 152,884 | $2.84M | 0.6% | +75.8% | 0.451% | |
1/8/2024 | Gill Capital Partners LLC | 647,211 | $12.00M | 5.1% | -0.9% | 1.909% | |
1/8/2024 | Horizons Wealth Management | 208,906 | $3.87M | 2.5% | +209.6% | 0.616% | |
1/5/2024 | Capital Investment Advisors LLC | 20,449 | $379K | 0.0% | +6.0% | 0.084% | |
1/5/2024 | Apella Capital LLC | 37,908 | $697K | 0.0% | +215.2% | 0.155% | |
1/5/2024 | Red Spruce Capital LLC | 25,763 | $478K | 0.2% | -2.3% | 0.105% | |
12/7/2023 | Financial Advisory Group | 63,820 | $1.12M | 0.2% | +50.0% | 0.261% | |
11/14/2023 | Ancora Advisors LLC | 1,764 | $31K | 0.0% | +301.8% | 0.007% | |
11/14/2023 | Sawgrass Asset Management LLC | 53,474 | $937K | 0.1% | +22.1% | 0.219% | |
11/13/2023 | Asset Dedication LLC | 328,854 | $5.75M | 0.5% | +1.6% | 1.345% | |
11/13/2023 | LPL Financial LLC | 332,334 | $5.82M | 0.0% | +63.8% | 1.359% | |
11/9/2023 | Ellevest Inc. | 31,097 | $545K | 0.0% | +28.5% | 0.127% | |
11/9/2023 | Oliver Luxxe Assets LLC | 42,470 | $744K | 0.2% | -4.6% | 0.174% | |
11/9/2023 | UBS Group AG | 423,101 | $7.42M | 0.0% | +76.5% | 1.730% | |
11/8/2023 | Aptus Capital Advisors LLC | 707,748 | $12.40M | 0.3% | -47.6% | 2.895% | |
11/8/2023 | HighTower Advisors LLC | 114,401 | $2.01M | 0.0% | +19.5% | 0.468% | |
11/8/2023 | Janney Montgomery Scott LLC | 586,017 | $10.27M | 0.0% | +49.6% | 2.397% | |
11/8/2023 | Redwood Financial Network Corp | 13,164 | $231K | 0.2% | +10.9% | 0.054% | |
11/8/2023 | First Command Advisory Services Inc. | 7,077 | $124K | 0.0% | N/A | 0.029% | |
11/8/2023 | Avantax Advisory Services Inc. | 54,938 | $963K | 0.0% | +31.3% | 0.225% | |
11/8/2023 | Strategic Financial Concepts LLC | 17,497 | $307K | 0.1% | N/A | 0.072% | |
11/7/2023 | Addison Advisors LLC | 129,240 | $2.27M | 1.0% | +30.1% | 0.529% | |
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11/7/2023 | Cookson Peirce & Co. Inc. | 478,167 | $8.38M | 0.5% | -3.1% | 1.956% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 1,947,121 | $34.12M | 1.1% | +6.6% | 7.964% | |
11/6/2023 | MONECO Advisors LLC | 21,358 | $374K | 0.1% | +87.4% | 0.087% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 113,312 | $1.99M | 0.1% | +0.9% | 0.463% | |
11/2/2023 | Novare Capital Management LLC | 141,664 | $2.48M | 0.3% | +0.6% | 0.579% | |
10/31/2023 | Straight Path Wealth Management | 26,018 | $456K | 0.3% | +3.6% | 0.108% | |
10/30/2023 | Exchange Capital Management Inc. | 104,287 | $1.83M | 0.3% | +12.5% | 0.432% | |
10/30/2023 | Marietta Wealth Management LLC | 293,521 | $5.14M | 1.0% | -1.5% | 1.215% | |
10/25/2023 | Gill Capital Partners LLC | 653,141 | $11.45M | 5.1% | +12.2% | 2.721% | |
10/25/2023 | Rovin Capital UT ADV | 161,953 | $2.84M | 1.2% | -0.5% | 0.675% | |