7/1/2025 | Confluence Investment Management LLC | 227,286 | $5.16M | 0.1% | -3.4% | 2.674% | |
5/27/2025 | Jacobi Capital Management LLC | 9,976 | $227K | 0.0% | -11.9% | 0.126% | |
5/20/2025 | Focus Partners Wealth | 47,213 | $1.07M | 0.0% | +10.4% | 0.598% | |
5/19/2025 | Jane Street Group LLC | 91,009 | $2.07M | 0.0% | -34.4% | 1.152% | |
5/16/2025 | Jones Financial Companies Lllp | 147,937 | $3.31M | 0.0% | +2,706.6% | 1.873% | |
5/16/2025 | NewEdge Advisors LLC | 137,557 | $3.13M | 0.0% | +184.5% | 1.741% | |
5/16/2025 | Integrated Wealth Concepts LLC | 56,250 | $1.28M | 0.0% | +11.0% | 0.712% | |
5/15/2025 | Royal Bank of Canada | 11,037 | $251K | 0.0% | +18.4% | 0.140% | |
5/15/2025 | OLD Mission Capital LLC | 205,822 | $4.68M | 0.1% | N/A | 2.605% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 58,236 | $1.32M | 0.0% | +5.1% | 0.737% | |
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5/13/2025 | Raymond James Financial Inc. | 145,902 | $3.32M | 0.0% | +9.6% | 1.847% | |
5/13/2025 | Howard Wealth Management LLC | 10,565 | $240K | 0.1% | -15.5% | 0.134% | |
5/13/2025 | HighTower Advisors LLC | 113,463 | $2.58M | 0.0% | +1.4% | 1.436% | |
5/12/2025 | Meridian Wealth Management LLC | 21,739 | $494K | 0.0% | +33.0% | 0.275% | |
5/12/2025 | Paulson Wealth Management Inc. | 18,599 | $423K | 0.1% | +62.6% | 0.235% | |
5/12/2025 | Invesco Ltd. | 211,426 | $4.81M | 0.0% | +13.0% | 2.676% | |
5/8/2025 | MONECO Advisors LLC | 86,765 | $1.97M | 0.2% | +50.3% | 1.098% | |
5/8/2025 | Harbour Investments Inc. | 16,127 | $367K | 0.0% | N/A | 0.204% | |
5/7/2025 | LPL Financial LLC | 213,416 | $4.85M | 0.0% | +22.1% | 2.701% | |
5/6/2025 | Carnegie Investment Counsel | 19,802 | $445K | 0.0% | -4.3% | 0.251% | |
5/5/2025 | Atlantic Union Bankshares Corp | 150,618 | $3.43M | 0.2% | +10.7% | 1.907% | |
5/2/2025 | Opulen Financial Group LLC | 9,254 | $210K | 0.2% | N/A | 0.117% | |
5/2/2025 | Larson Financial Group LLC | 5,514 | $125K | 0.0% | N/A | 0.070% | |
5/2/2025 | PAX Financial Group LLC | 14,056 | $320K | 0.1% | +59.5% | 0.178% | |
5/2/2025 | First Command Advisory Services Inc. | 14,291 | $325K | 0.0% | +244.7% | 0.181% | |
5/2/2025 | Signaturefd LLC | 21,375 | $486K | 0.0% | N/A | 0.271% | |
5/1/2025 | Asset Dedication LLC | 60,240 | $1.37M | 0.1% | +15.6% | 0.763% | |
5/1/2025 | Kathmere Capital Management LLC | 178,152 | $4.05M | 0.3% | -58.2% | 2.255% | |
4/30/2025 | Silverlake Wealth Management LLC | 18,717 | $426K | 0.2% | +32.6% | 0.237% | |
4/30/2025 | AlphaStar Capital Management LLC | 41,734 | $949K | 0.1% | -18.0% | 0.528% | |
4/29/2025 | YANKCOM Partnership | 4,634 | $105K | 0.1% | -14.7% | 0.059% | |
4/29/2025 | Envestnet Asset Management Inc. | 113,277 | $2.58M | 0.0% | +23.0% | 1.434% | |
4/28/2025 | Private Trust Co. NA | 15,603 | $355K | 0.0% | -7.4% | 0.198% | |
4/25/2025 | Hills Bank & Trust Co | 320,730 | $7.29M | 0.5% | +3.7% | 4.060% | |
4/21/2025 | Avior Wealth Management LLC | 166,334 | $3.78M | 0.1% | +28.7% | 2.105% | |
4/17/2025 | Precedent Wealth Partners LLC | 109,355 | $2.49M | 0.7% | +49.9% | 1.384% | |
4/16/2025 | Sterling Financial Group Inc. | 93,001 | $2.12M | 0.8% | +2.2% | 1.177% | |
4/15/2025 | Central Valley Advisors LLC | 191,098 | $4.35M | 1.6% | N/A | 2.419% | |
4/14/2025 | Sentinel Pension Advisors LLC | 29,509 | $671K | 0.1% | +13.4% | 0.374% | |
4/10/2025 | CGN Advisors LLC | 55,034 | $1.25M | 0.1% | +3.5% | 0.697% | |
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4/1/2025 | Confluence Investment Management LLC | 235,377 | $5.35M | 0.1% | +113.1% | 3.224% | |
2/19/2025 | Toronto Dominion Bank | 3,139 | $72K | 0.0% | N/A | 0.043% | |
2/17/2025 | Toronto Dominion Bank | 3,139 | $72K | 0.0% | N/A | 0.043% | |
2/17/2025 | Focus Partners Wealth | 42,759 | $981K | 0.0% | N/A | 0.586% | |
2/17/2025 | Captrust Financial Advisors | 19,119 | $439K | 0.0% | +2.6% | 0.262% | |
2/17/2025 | Bank of America Corp DE | 187,394 | $4.30M | 0.0% | +2.5% | 2.567% | |
2/17/2025 | Ameriprise Financial Inc. | 311,982 | $7.16M | 0.0% | +10.6% | 4.274% | |
2/14/2025 | Jane Street Group LLC | 138,739 | $3.18M | 0.0% | +63.3% | 1.901% | |
2/14/2025 | Lido Advisors LLC | 58,900 | $1.35M | 0.0% | N/A | 0.807% | |
2/14/2025 | Beacon Pointe Advisors LLC | 16,251 | $373K | 0.0% | -11.8% | 0.223% | |
2/14/2025 | Integrated Wealth Concepts LLC | 50,663 | $1.16M | 0.0% | +108.1% | 0.694% | |
2/14/2025 | Freedom Investment Management Inc. | 12,185 | $280K | 0.0% | N/A | 0.167% | |
2/13/2025 | NewEdge Advisors LLC | 48,342 | $1.11M | 0.0% | N/A | 0.662% | |
2/13/2025 | Raymond James Financial Inc. | 133,069 | $3.05M | 0.0% | N/A | 1.823% | |
2/13/2025 | Invesco Ltd. | 187,118 | $4.29M | 0.0% | +38.7% | 2.563% | |
2/13/2025 | Envestnet Asset Management Inc. | 92,079 | $2.11M | 0.0% | +127.4% | 1.261% | |
2/13/2025 | Wells Fargo & Company MN | 447,892 | $10.28M | 0.0% | -18.2% | 6.136% | |
2/12/2025 | PAX Financial Group LLC | 8,815 | $202K | 0.0% | N/A | 0.121% | |
2/12/2025 | StoneX Group Inc. | 27,436 | $629K | 0.0% | N/A | 0.376% | |
2/12/2025 | JPMorgan Chase & Co. | 3,500 | $80K | 0.0% | +2,891.5% | 0.048% | |
2/11/2025 | LPL Financial LLC | 174,762 | $4.01M | 0.0% | +33.3% | 2.394% | |
2/10/2025 | Hills Bank & Trust Co | 309,350 | $7.10M | 0.5% | +18.0% | 4.238% | |
2/10/2025 | Commonwealth Equity Services LLC | 135,706 | $3.11M | 0.0% | +25.0% | 1.859% | |
2/7/2025 | HighTower Advisors LLC | 111,951 | $2.57M | 0.0% | +6.1% | 1.534% | |
2/7/2025 | Atlantic Union Bankshares Corp | 136,102 | $3.12M | 0.2% | +32.2% | 1.864% | |
2/6/2025 | Raymond James Financial Inc. | 133,069 | $3.05M | 0.0% | N/A | 1.823% | |
2/6/2025 | Jones Financial Companies Lllp | 5,271 | $121K | 0.0% | +22.4% | 0.072% | |
2/5/2025 | Jacobi Capital Management LLC | 11,328 | $260K | 0.0% | +5.6% | 0.155% | |
2/5/2025 | Private Trust Co. NA | 16,843 | $386K | 0.0% | N/A | 0.231% | |
2/5/2025 | First Command Advisory Services Inc. | 4,146 | $95K | 0.0% | +16.3% | 0.057% | |
2/4/2025 | MONECO Advisors LLC | 57,710 | $1.32M | 0.1% | +40.4% | 0.791% | |
2/3/2025 | WealthBridge Capital Management LLC | 11,745 | $269K | 0.1% | +12.2% | 0.161% | |
1/31/2025 | Key Financial Inc | 116,532 | $2.67M | 0.6% | +9.2% | 1.596% | |
1/31/2025 | Sanctuary Advisors LLC | 10,636 | $244K | 0.0% | N/A | 0.146% | |
1/30/2025 | Principal Securities Inc. | 4,118 | $94K | 0.0% | N/A | 0.056% | |
1/30/2025 | Howard Wealth Management LLC | 12,510 | $287K | 0.2% | +18.9% | 0.171% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 8,704 | $200K | 0.2% | N/A | 0.119% | |
1/29/2025 | Savant Capital LLC | 10,905 | $250K | 0.0% | -29.6% | 0.149% | |
1/28/2025 | AlphaStar Capital Management LLC | 50,882 | $1.17M | 0.1% | N/A | 0.697% | |
1/27/2025 | YANKCOM Partnership | 5,434 | $125K | 0.1% | N/A | 0.074% | |
1/27/2025 | Silverlake Wealth Management LLC | 14,117 | $324K | 0.1% | +6.5% | 0.193% | |
1/23/2025 | Crews Bank & Trust | 8,650 | $198K | 0.0% | N/A | 0.122% | |
1/23/2025 | Asset Dedication LLC | 52,132 | $1.20M | 0.1% | +42.0% | 0.734% | |
1/21/2025 | Precedent Wealth Partners LLC | 72,934 | $1.67M | 0.5% | +3.9% | 1.027% | |
1/17/2025 | Avior Wealth Management LLC | 129,286 | $2.97M | 0.1% | +67.4% | 1.821% | |
1/17/2025 | Bill Few Associates Inc. | 17,465 | $401K | 0.1% | +99.1% | 0.246% | |
1/15/2025 | CGN Advisors LLC | 53,192 | $1.22M | 0.1% | -5.2% | 0.749% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 14,491 | $332K | 0.0% | N/A | 0.204% | |
1/15/2025 | FF Advisors LLC | 15,626 | $362K | 0.2% | -34.8% | 0.220% | |
1/15/2025 | Sterling Financial Group Inc. | 90,964 | $2.09M | 0.8% | -4.2% | 1.281% | |
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1/15/2025 | Carnegie Investment Counsel | 20,692 | $475K | 0.0% | N/A | 0.291% | |
1/14/2025 | Kathmere Capital Management LLC | 426,234 | $9.78M | 0.9% | N/A | 6.003% | |
1/14/2025 | Tlwm | 23,094 | $530K | 0.1% | +107.5% | 0.325% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 26,015 | $597K | 0.1% | +33.0% | 0.366% | |
1/7/2025 | Horizons Wealth Management | 20,556 | $472K | 0.4% | +7.9% | 0.294% | |
1/2/2025 | Confluence Investment Management LLC | 110,451 | $2.53M | 0.0% | -5.3% | 1.938% | |
11/15/2024 | MML Investors Services LLC | 13,081 | $304K | 0.0% | +8.8% | 0.229% | |
11/15/2024 | Jane Street Group LLC | 84,960 | $1.98M | 0.0% | -39.5% | 1.491% | |
11/15/2024 | Integrated Wealth Concepts LLC | 24,351 | $567K | 0.0% | +21.7% | 0.427% | |
11/15/2024 | HighTower Advisors LLC | 105,550 | $2.45M | 0.0% | N/A | 1.852% | |