4/26/2024 | YHB Investment Advisors Inc. | 2,630 | $42K | 0.0% | N/A | 0.010% | |
4/26/2024 | MONECO Advisors LLC | 24,848 | $401K | 0.1% | -57.7% | 0.092% | |
4/26/2024 | Sigma Investment Counselors Inc. | 16,948 | $273K | 0.0% | +9.9% | 0.063% | |
4/24/2024 | Arlington Capital Management Inc. | 31,411 | $506K | 0.4% | N/A | 0.116% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 581,611 | $9.38M | 0.5% | +8.5% | 2.178% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,117,837 | $18.02M | 0.0% | +9.2% | 4.187% | |
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4/22/2024 | Strategic Financial Concepts LLC | 29,297 | $472K | 0.1% | +25.4% | 0.110% | |
4/22/2024 | Vishria Bird Financial Group LLC | 291,001 | $4.69M | 2.0% | +0.4% | 1.090% | |
4/19/2024 | American National Bank & Trust Co. VA | 15,252 | $246K | 0.1% | N/A | 0.057% | |
4/19/2024 | Kaye Capital Management | 594,610 | $9.59M | 4.2% | -2.1% | 2.227% | |
4/18/2024 | Exchange Capital Management Inc. | 144,379 | $2.33M | 0.4% | +49.4% | 0.541% | |
4/16/2024 | Independence Bank of Kentucky | 36,003 | $580K | 0.2% | +64.7% | 0.136% | |
4/16/2024 | Atlantic Union Bankshares Corp | 686,889 | $11.07M | 0.9% | +21.3% | 2.587% | |
4/16/2024 | Tlwm | 70,556 | $1.14M | 0.3% | +22.6% | 0.266% | |
4/10/2024 | Sterling Financial Group Inc. | 27,137 | $437K | 0.2% | +51.1% | 0.103% | |
4/10/2024 | BCS Wealth Management | 111,211 | $1.79M | 0.6% | +33.7% | 0.421% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 62,767 | $1.01M | 0.3% | +5.3% | 0.240% | |
4/5/2024 | Davis Capital Management | 2,435 | $39K | 0.0% | +2,463.2% | 0.009% | |
3/13/2024 | MONECO Advisors LLC | 58,811 | $965K | 0.2% | +59.9% | 0.251% | |
2/9/2024 | Wells Fargo & Company MN | 1,032,028 | $16.94M | 0.0% | +23.1% | 4.410% | |
2/8/2024 | Exchange Capital Management Inc. | 96,626 | $1.59M | 0.3% | N/A | 0.413% | |
2/8/2024 | Janney Montgomery Scott LLC | 196,843 | $3.23M | 0.0% | N/A | 0.841% | |
2/6/2024 | Sawgrass Asset Management LLC | 34,384 | $564K | 0.1% | +181.6% | 0.147% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 8,489 | $139K | 0.0% | +113.9% | 0.036% | |
2/5/2024 | MONECO Advisors LLC | 55,380 | $909K | 0.2% | +53.3% | 0.237% | |
2/2/2024 | Motley Fool Wealth Management LLC | 832,634 | $13.66M | 0.7% | N/A | 3.558% | |
2/2/2024 | Addison Advisors LLC | 148,643 | $2.44M | 1.0% | +73.9% | 0.635% | |
2/2/2024 | Marquette Asset Management LLC | 5,192 | $85K | 0.0% | N/A | 0.022% | |
2/2/2024 | Yoder Wealth Management Inc. | 10,100 | $166K | 0.1% | N/A | 0.043% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 536,188 | $8.80M | 0.5% | -1.0% | 2.383% | |
1/30/2024 | Capital Analysts LLC | 5,458 | $90K | 0.0% | N/A | 0.024% | |
1/29/2024 | Kaye Capital Management | 607,143 | $9.78M | 4.4% | N/A | 2.698% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 2,677 | $44K | 0.0% | N/A | 0.011% | |
1/29/2024 | G2 Capital Management LLC OH | 80,142 | $1.32M | 0.4% | N/A | 0.356% | |
1/25/2024 | Eastern Bank | 1,667,052 | $27.37M | 1.2% | +3.4% | 7.509% | |
1/25/2024 | Vishria Bird Financial Group LLC | 289,714 | $4.76M | 2.2% | N/A | 1.305% | |
1/23/2024 | Independence Bank of Kentucky | 21,854 | $359K | 0.1% | -5.6% | 0.098% | |
1/22/2024 | Sigma Investment Counselors Inc. | 15,423 | $253K | 0.0% | -59.7% | 0.069% | |
1/19/2024 | Atlantic Union Bankshares Corp | 566,062 | $9.29M | 0.9% | +22.7% | 2.621% | |
1/18/2024 | Strategic Financial Concepts LLC | 23,360 | $383K | 0.2% | +17.8% | 0.108% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,023,977 | $16.81M | 0.0% | +84.8% | 4.911% | |
1/16/2024 | Raymond James & Associates | 160,959 | $2.64M | 0.0% | +204.3% | 0.772% | |
1/16/2024 | Butensky & Cohen Financial Security Inc. | 59,614 | $979K | 0.3% | -1.2% | 0.286% | |
1/11/2024 | BCS Wealth Management | 83,149 | $1.37M | 0.5% | +290.4% | 0.402% | |
1/9/2024 | Tlwm | 57,556 | $945K | 0.2% | N/A | 0.278% | |
11/14/2023 | Sawgrass Asset Management LLC | 12,212 | $186K | 0.0% | N/A | 0.089% | |
11/13/2023 | Asset Dedication LLC | 85,597 | $1.31M | 0.1% | +12.4% | 0.627% | |
11/13/2023 | Invesco Ltd. | 429,038 | $6.54M | 0.0% | +23.5% | 3.143% | |
11/9/2023 | Ellevest Inc. | 33,099 | $505K | 0.0% | +30.2% | 0.242% | |
11/9/2023 | UBS Group AG | 202,131 | $3.08M | 0.0% | +4.1% | 1.481% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,074,209 | $16.38M | 0.4% | -12.2% | 7.870% | |
11/8/2023 | First Command Advisory Services Inc. | 7,950 | $121K | 0.0% | N/A | 0.058% | |
11/8/2023 | Strategic Financial Concepts LLC | 19,826 | $302K | 0.1% | N/A | 0.145% | |
11/7/2023 | Addison Advisors LLC | 85,458 | $1.30M | 0.6% | +185.8% | 0.626% | |
11/7/2023 | Cookson Peirce & Co. Inc. | 541,589 | $8.26M | 0.5% | -2.2% | 3.968% | |
11/6/2023 | MONECO Advisors LLC | 36,123 | $551K | 0.2% | +7.9% | 0.265% | |
11/2/2023 | Novare Capital Management LLC | 39,781 | $607K | 0.1% | N/A | 0.291% | |
10/25/2023 | Gill Capital Partners LLC | 11,764 | $179K | 0.1% | -24.3% | 0.089% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 554,224 | $8.45M | 0.0% | +92.5% | 4.199% | |
10/24/2023 | Raymond James & Associates | 52,901 | $807K | 0.0% | +109.1% | 0.401% | |
10/24/2023 | Sigma Investment Counselors Inc. | 38,278 | $584K | 0.0% | N/A | 0.290% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,701 | $178K | 0.0% | +12.5% | 0.089% | |
10/20/2023 | Atlantic Union Bankshares Corp | 461,293 | $7.04M | 0.7% | +11.5% | 3.618% | |
10/19/2023 | Sterling Financial Group Inc. | 17,963 | $274K | 0.2% | +12.1% | 0.141% | |
10/17/2023 | Eastern Bank | 1,612,858 | $24.60M | 1.2% | +3.9% | 12.800% | |
10/16/2023 | Independence Bank of Kentucky | 23,156 | $353K | 0.1% | +137.4% | 0.184% | |
10/12/2023 | BCS Wealth Management | 21,299 | $325K | 0.1% | +43.2% | 0.169% | |
10/12/2023 | RVW Wealth LLC | 3,984 | $61K | 0.0% | N/A | 0.032% | |
10/4/2023 | Butensky & Cohen Financial Security Inc. | 60,363 | $921K | 0.3% | +4.4% | 0.516% | |
9/7/2023 | Sterling Financial Group Inc. | 16,018 | $256K | 0.2% | N/A | 0.137% | |
8/22/2023 | Asset Dedication LLC | 76,149 | $1.22M | 0.1% | +5.9% | 0.651% | |
8/3/2023 | Addison Advisors LLC | 29,902 | $477K | 0.2% | N/A | 0.256% | |
8/3/2023 | MONECO Advisors LLC | 33,480 | $535K | 0.1% | N/A | 0.286% | |
8/2/2023 | Fountainhead AM LLC | 19,900 | $318K | 0.1% | +18.2% | 0.170% | |
8/1/2023 | Cookson Peirce & Co. Inc. | 553,939 | $8.84M | 0.5% | +2.2% | 4.735% | |
7/31/2023 | LPL Financial LLC | 78,689 | $1.26M | 0.0% | +94.6% | 0.690% | |
7/28/2023 | Waycross Investment Management Co | 299,488 | $4.78M | 5.0% | -4.6% | 2.627% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 287,855 | $4.60M | 0.0% | +891.4% | 2.525% | |
7/25/2023 | Raymond James & Associates | 25,304 | $404K | 0.0% | +60.4% | 0.222% | |
7/19/2023 | Gill Capital Partners LLC | 15,545 | $248K | 0.1% | -16.2% | 0.140% | |
7/19/2023 | Eastern Bank | 1,552,247 | $24.78M | 1.2% | +7.4% | 13.984% | |
7/19/2023 | BCS Wealth Management | 14,874 | $237K | 0.2% | N/A | 0.134% | |
7/11/2023 | Butensky & Cohen Financial Security Inc. | 57,800 | $923K | 0.3% | +3.4% | 0.535% | |
7/11/2023 | Atlantic Union Bankshares Corp | 413,775 | $6.61M | 0.7% | +20.2% | 3.831% | |
7/7/2023 | Independence Bank of Kentucky | 9,752 | $156K | 0.1% | +8.1% | 0.127% | |
5/12/2023 | Fountainhead AM LLC | 16,829 | $273K | 0.1% | N/A | 0.220% | |
5/9/2023 | Aptus Capital Advisors LLC | 1,383,849 | $22.48M | 0.6% | +155.5% | 24.934% | |
5/8/2023 | Atlantic Union Bankshares Corp | 344,224 | $5.59M | 0.6% | +82.5% | 6.202% | |
5/4/2023 | Ellevest Inc. | 25,014 | $406K | 0.0% | -8.1% | 0.451% | |
5/3/2023 | Cookson Peirce & Co. Inc. | 541,765 | $8.80M | 0.6% | +0.6% | 9.762% | |
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4/26/2023 | Gill Capital Partners LLC | 18,545 | $301K | 0.1% | -10.4% | 0.334% | |
4/24/2023 | Asset Dedication LLC | 71,888 | $1.17M | 0.1% | +25.9% | 1.295% | |
4/20/2023 | KG&L Capital Management LLC | 11,235 | $183K | 0.1% | -5.5% | 0.202% | |
4/19/2023 | Eastern Bank | 1,445,728 | $23.49M | 1.2% | +984.8% | 26.049% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 29,034 | $472K | 0.0% | +77.3% | 0.523% | |
4/14/2023 | Raymond James & Associates | 15,776 | $256K | 0.0% | N/A | 0.284% | |
4/12/2023 | Country Club Bank GFN | 12,704 | $205K | 0.0% | N/A | 0.229% | |
4/11/2023 | Butensky & Cohen Financial Security Inc. | 55,914 | $908K | 0.3% | +2.9% | 1.007% | |
2/9/2023 | Atlantic Union Bankshares Corp | 188,643 | $2.97M | 0.3% | N/A | 3.593% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 16,380 | $258K | 0.0% | N/A | 0.312% | |