4/16/2024 | Independence Bank of Kentucky | 34,171 | $560K | 0.2% | +59.1% | 0.084% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 16,845 | $270K | 0.1% | -4.9% | 0.041% | |
4/16/2024 | Atlantic Union Bankshares Corp | 988,497 | $16.20M | 1.4% | +20.6% | 2.432% | |
4/16/2024 | Hengehold Capital Management LLC | 1,119,848 | $18.35M | 2.0% | +7,185.9% | 2.755% | |
4/16/2024 | Tlwm | 1,373,567 | $22.51M | 5.0% | +8.2% | 3.379% | |
4/10/2024 | BCS Wealth Management | 62,335 | $1.02M | 0.3% | +32.7% | 0.155% | |
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4/10/2024 | Legacy Private Trust Co. | 255,921 | $4.20M | 0.3% | -51.0% | 0.637% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 68,978 | $1.13M | 0.4% | +3.1% | 0.173% | |
4/5/2024 | NBC Securities Inc. | 45,594 | $747K | 0.1% | N/A | 0.114% | |
4/5/2024 | Davis Capital Management | 11,485 | $187K | 0.2% | +63.3% | 0.029% | |
4/3/2024 | Timber Creek Capital Management LLC | 49,717 | $815K | 0.3% | +3.1% | 0.125% | |
3/13/2024 | MONECO Advisors LLC | 25,291 | $421K | 0.1% | N/A | 0.073% | |
3/4/2024 | Vima LLC | 1,813 | $30K | 0.1% | N/A | 0.005% | |
2/15/2024 | Citadel Advisors LLC | 10,410 | $173K | 0.0% | -89.5% | 0.030% | |
2/15/2024 | Comerica Bank | 22,349 | $372K | 0.0% | +17.2% | 0.065% | |
2/14/2024 | Royal Bank of Canada | 287,401 | $4.78M | 0.0% | +309.4% | 0.833% | |
2/13/2024 | Envestnet Asset Management Inc. | 402,847 | $6.70M | 0.0% | +14.3% | 1.168% | |
2/13/2024 | Stephens Inc. AR | 18,110 | $301K | 0.0% | N/A | 0.052% | |
2/12/2024 | Stifel Financial Corp | 54,169 | $901K | 0.0% | +155.1% | 0.157% | |
2/9/2024 | US Bancorp DE | 3,787 | $63K | 0.0% | N/A | 0.011% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 193,959 | $3.23M | 0.0% | N/A | 0.562% | |
2/9/2024 | Davis R M Inc. | 11,190 | $186K | 0.0% | N/A | 0.032% | |
2/9/2024 | Wells Fargo & Company MN | 2,029,857 | $33.77M | 0.0% | +51.6% | 5.884% | |
2/9/2024 | UBS Group AG | 353,632 | $5.88M | 0.0% | +248.7% | 1.025% | |
2/8/2024 | Exchange Capital Management Inc. | 21,108 | $351K | 0.1% | N/A | 0.061% | |
2/8/2024 | Janney Montgomery Scott LLC | 624,791 | $10.39M | 0.0% | -1.7% | 1.811% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 17,721 | $292K | 0.1% | N/A | 0.051% | |
2/6/2024 | Sawgrass Asset Management LLC | 56,304 | $937K | 0.1% | +36.1% | 0.163% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 95,946 | $1.60M | 0.1% | N/A | 0.278% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 8,502 | $141K | 0.0% | +116.8% | 0.025% | |
2/6/2024 | First Horizon Advisors Inc. | 4,326 | $72K | 0.0% | N/A | 0.013% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 1,416,951 | $23.57M | 0.7% | +5,129.0% | 4.107% | |
2/5/2024 | MONECO Advisors LLC | 18,823 | $313K | 0.1% | N/A | 0.055% | |
2/2/2024 | Motley Fool Wealth Management LLC | 820,943 | $13.65M | 0.7% | N/A | 2.380% | |
2/2/2024 | Addison Advisors LLC | 133,130 | $2.22M | 0.9% | +47.6% | 0.386% | |
2/2/2024 | Marquette Asset Management LLC | 5,092 | $85K | 0.0% | N/A | 0.015% | |
2/2/2024 | Truist Financial Corp | 362,480 | $6.03M | 0.0% | +8.7% | 1.051% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 39,593 | $659K | 0.4% | N/A | 0.115% | |
2/1/2024 | Sigma Planning Corp | 23,095 | $384K | 0.0% | -32.9% | 0.067% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 526,263 | $8.75M | 0.5% | -1.2% | 1.639% | |
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1/30/2024 | Marietta Wealth Management LLC | 327,146 | $5.44M | 1.0% | -0.9% | 1.019% | |
1/30/2024 | Capital Analysts LLC | 11,621 | $193K | 0.0% | +203.7% | 0.036% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 4,737 | $79K | 0.0% | N/A | 0.014% | |
1/29/2024 | G2 Capital Management LLC OH | 84,469 | $1.41M | 0.5% | N/A | 0.263% | |
1/25/2024 | Eastern Bank | 1,710,671 | $28.46M | 1.3% | +1.1% | 5.329% | |
1/23/2024 | Straight Path Wealth Management | 23,679 | $394K | 0.2% | N/A | 0.076% | |
1/23/2024 | Independence Bank of Kentucky | 21,471 | $357K | 0.1% | -5.8% | 0.069% | |
1/22/2024 | Sigma Investment Counselors Inc. | 20,981 | $349K | 0.0% | -67.1% | 0.068% | |
1/22/2024 | Country Club Bank GFN | 260,684 | $4.34M | 0.3% | +0.7% | 0.840% | |
1/22/2024 | Secure Asset Management LLC | 116,730 | $1.94M | 0.5% | N/A | 0.376% | |
1/19/2024 | Ironwood Wealth Management LLC. | 57,582 | $958K | 0.3% | N/A | 0.140% | |
1/19/2024 | Hengehold Capital Management LLC | 15,370 | $256K | 0.0% | N/A | 0.052% | |
1/19/2024 | Atlantic Union Bankshares Corp | 819,333 | $13.63M | 1.3% | +19.2% | 2.759% | |
1/18/2024 | Strategic Financial Concepts LLC | 23,126 | $385K | 0.2% | +18.6% | 0.078% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 477,093 | $7.94M | 0.0% | -18.1% | 1.606% | |
1/16/2024 | Raymond James & Associates | 304,977 | $5.07M | 0.0% | +188.8% | 1.027% | |
1/16/2024 | Butensky & Cohen Financial Security Inc. | 66,900 | $1.11M | 0.4% | -2.2% | 0.225% | |
1/11/2024 | BCS Wealth Management | 46,960 | $781K | 0.3% | N/A | 0.161% | |
1/11/2024 | Timber Creek Capital Management LLC | 48,216 | $802K | 0.3% | +12.4% | 0.166% | |
1/9/2024 | Tlwm | 1,269,018 | $21.11M | 5.0% | +1,728.9% | 4.429% | |
1/8/2024 | Horizons Wealth Management | 63,345 | $1.05M | 0.7% | +7,739.7% | 0.221% | |
1/5/2024 | Capital Investment Advisors LLC | 17,798 | $296K | 0.0% | +8.4% | 0.062% | |
11/21/2023 | Comerica Bank | 19,066 | $297K | 0.0% | N/A | 0.096% | |
11/15/2023 | Royal Bank of Canada | 70,200 | $1.09M | 0.0% | +6.1% | 0.355% | |
11/14/2023 | Ancora Advisors LLC | 12,697 | $198K | 0.0% | +12.1% | 0.064% | |
11/14/2023 | Sawgrass Asset Management LLC | 41,367 | $644K | 0.1% | +31.1% | 0.209% | |
11/13/2023 | Asset Dedication LLC | 235,953 | $3.67M | 0.3% | +4.1% | 1.192% | |
11/13/2023 | Stifel Financial Corp | 21,231 | $331K | 0.0% | +14.2% | 0.107% | |
11/13/2023 | LPL Financial LLC | 387,978 | $6.05M | 0.0% | +49.4% | 1.959% | |
11/13/2023 | Invesco Ltd. | 347,670 | $5.42M | 0.0% | +67.7% | 1.756% | |
11/13/2023 | Envestnet Asset Management Inc. | 352,400 | $5.49M | 0.0% | +14.5% | 1.780% | |
11/9/2023 | Ellevest Inc. | 33,481 | $522K | 0.0% | +31.2% | 0.169% | |
11/9/2023 | UBS Group AG | 101,403 | $1.58M | 0.0% | +22.1% | 0.512% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,583,325 | $24.67M | 0.7% | +0.6% | 7.997% | |
11/8/2023 | HighTower Advisors LLC | 117,939 | $1.85M | 0.0% | +15.1% | 0.596% | |
11/8/2023 | Janney Montgomery Scott LLC | 635,720 | $9.91M | 0.0% | +48.3% | 3.211% | |
11/8/2023 | First Command Advisory Services Inc. | 7,849 | $122K | 0.0% | N/A | 0.040% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,000 | $187K | 0.0% | +17.8% | 0.061% | |
11/8/2023 | Strategic Financial Concepts LLC | 19,499 | $304K | 0.1% | N/A | 0.098% | |
11/7/2023 | Addison Advisors LLC | 90,205 | $1.41M | 0.6% | +164.5% | 0.456% | |
11/7/2023 | Cookson Peirce & Co. Inc. | 532,448 | $8.30M | 0.5% | -2.8% | 2.689% | |
11/2/2023 | Novare Capital Management LLC | 148,044 | $2.31M | 0.3% | +2.8% | 0.796% | |
10/30/2023 | Marietta Wealth Management LLC | 330,012 | $5.14M | 1.0% | N/A | 1.774% | |
10/24/2023 | Stratos Wealth Partners LTD. | 10,560 | $165K | 0.0% | N/A | 0.058% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 582,666 | $9.08M | 0.0% | +90.5% | 3.210% | |
10/24/2023 | Raymond James & Associates | 105,616 | $1.65M | 0.0% | +80.9% | 0.582% | |
10/24/2023 | Sigma Investment Counselors Inc. | 63,822 | $994K | 0.1% | N/A | 0.352% | |
10/23/2023 | Commonwealth Equity Services LLC | 28,455 | $443K | 0.0% | +5.4% | 0.157% | |
10/20/2023 | Atlantic Union Bankshares Corp | 687,259 | $10.71M | 1.1% | +10.7% | 3.787% | |
10/20/2023 | Country Club Bank GFN | 258,871 | $4.04M | 0.3% | +8.6% | 1.438% | |
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10/19/2023 | Sterling Financial Group Inc. | 17,786 | $277K | 0.2% | +13.8% | 0.099% | |
10/18/2023 | Timber Creek Capital Management LLC | 42,904 | $668K | 0.2% | -2.8% | 0.238% | |
10/17/2023 | Eastern Bank | 1,692,529 | $26.37M | 1.3% | +1.9% | 9.403% | |
10/16/2023 | Capital Investment Advisors LLC | 16,424 | $256K | 0.0% | +20.8% | 0.091% | |
10/16/2023 | Independence Bank of Kentucky | 22,782 | $355K | 0.1% | +137.3% | 0.127% | |
10/12/2023 | RVW Wealth LLC | 9,360 | $146K | 0.0% | N/A | 0.053% | |
10/11/2023 | Legacy Private Trust Co. | 108,749 | $1.69M | 0.1% | +220.5% | 0.614% | |
10/11/2023 | Tlwm | 69,386 | $1.08M | 0.3% | +3.4% | 0.392% | |
9/7/2023 | Sterling Financial Group Inc. | 15,636 | $253K | 0.2% | N/A | 0.111% | |
8/22/2023 | Asset Dedication LLC | 226,687 | $3.67M | 0.3% | +10.1% | 1.608% | |