4/26/2024 | YHB Investment Advisors Inc. | 41,892 | $2.15M | 0.2% | -2.7% | 0.010% | |
4/26/2024 | SlateStone Wealth LLC | 11,535 | $592K | 0.1% | +30.2% | 0.003% | |
4/25/2024 | Bear Mountain Capital Inc. | 29,016 | $1.47M | 0.6% | -2.5% | 0.007% | |
4/25/2024 | Equitable Trust Co. | 129,546 | $6.64M | 0.5% | -22.7% | 0.032% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 833,670 | $42.75M | 8.5% | +2.7% | 0.203% | |
4/25/2024 | Summit Financial LLC | 17,960 | $921K | 0.1% | +9.9% | 0.004% | |
|
4/25/2024 | Cambridge Investment Research Advisors Inc. | 234,190 | $12.01M | 0.0% | +7.8% | 0.057% | |
4/24/2024 | Leavell Investment Management Inc. | 245,622 | $12.60M | 0.7% | +21.6% | 0.060% | |
4/24/2024 | NBT Bank N A NY | 280,766 | $14.40M | 1.1% | -0.2% | 0.068% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 64,071 | $3.29M | 0.3% | +0.4% | 0.016% | |
4/22/2024 | Confluence Wealth Services Inc. | 4,091 | $210K | 0.0% | N/A | 0.001% | |
4/19/2024 | DMC Group LLC | 45,803 | $2.35M | 2.0% | +5.4% | 0.011% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 543,497 | $27.87M | 0.0% | -19.3% | 0.131% | |
4/18/2024 | Buffington Mohr McNeal | 80,141 | $4.11M | 0.7% | +6.1% | 0.019% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 44,421 | $2.28M | 0.6% | -14.1% | 0.011% | |
4/18/2024 | Hexagon Capital Partners LLC | 8,124 | $417K | 0.1% | -5.0% | 0.002% | |
4/18/2024 | Park Place Capital Corp | 1,483 | $76K | 0.0% | +270.8% | 0.000% | |
4/17/2024 | Fiduciary Alliance LLC | 6,439 | $328K | 0.1% | +29.6% | 0.002% | |
4/17/2024 | Gradient Capital Advisors LLC | 48,296 | $2.48M | 0.9% | +9.6% | 0.012% | |
4/17/2024 | Private Ocean LLC | 2,364 | $121K | 0.0% | -49.0% | 0.001% | |
4/17/2024 | Burns J W & Co. Inc. NY | 53,312 | $2.73M | 0.4% | -4.4% | 0.013% | |
4/16/2024 | Tsfg LLC | 1,240 | $64K | 0.0% | -19.8% | 0.000% | |
4/16/2024 | Arkansas Financial Group Inc. | 863,888 | $44.30M | 7.8% | 0.0% | 0.209% | |
4/15/2024 | Graybill Wealth Management LTD. | 67,595 | $3.47M | 1.5% | +6.8% | 0.016% | |
4/15/2024 | Future Financial Wealth Managment LLC | 2,774 | $142K | 0.1% | N/A | 0.001% | |
4/15/2024 | Sunbelt Securities Inc. | 4,887 | $251K | 0.0% | -29.3% | 0.001% | |
4/15/2024 | West Paces Advisors Inc. | 1,505 | $77K | 0.0% | -19.4% | 0.000% | |
4/13/2024 | Parkside Investments LLC | 604,735 | $31.01M | 4.8% | +36.5% | 0.148% | |
4/9/2024 | Curbstone Financial Management Corp | 108,660 | $5.57M | 1.2% | -9.7% | 0.026% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 30,994 | $1.59M | 0.0% | +3.9% | 0.008% | |
4/5/2024 | Martin Capital Partners LLC | 98,112 | $5.03M | 1.9% | -2.4% | 0.023% | |
4/5/2024 | NBC Securities Inc. | 16,217 | $831K | 0.1% | -1.5% | 0.004% | |
4/3/2024 | Strategic Advocates LLC | 78,824 | $4.04M | 1.6% | N/A | 0.019% | |
4/2/2024 | M&R Capital Management Inc. | 6,100 | $313K | 0.1% | -27.4% | 0.001% | |
4/1/2024 | Confluence Investment Management LLC | 103,124 | $5.29M | 0.1% | N/A | 0.024% | |
3/22/2024 | Cooksen Wealth LLC | 32,878 | $1.69M | 1.9% | N/A | 0.008% | |
3/8/2024 | ICA Group Wealth Management LLC | 478 | $25K | 0.0% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 11,504 | $590K | 0.0% | -6.8% | 0.003% | |
3/1/2024 | ARK & TLK Investments LLC | 13,629 | $699K | 0.2% | N/A | 0.003% | |
2/23/2024 | Arkansas Financial Group Inc. | 864,281 | $44.32M | 8.2% | +0.2% | 0.205% | |
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2/20/2024 | Able Wealth Management LLC | 9,648 | $495K | 0.4% | N/A | 0.002% | |
2/16/2024 | Peloton Wealth Strategists | 10,896 | $559K | 0.2% | +15.3% | 0.003% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 7,284 | $373K | 0.4% | N/A | 0.002% | |
2/14/2024 | Waterloo Capital L.P. | 9,427 | $483K | 0.1% | N/A | 0.002% | |
2/13/2024 | Keeley Teton Advisors LLC | 15,797 | $810K | 0.1% | -66.9% | 0.004% | |
2/13/2024 | Fairview Capital Investment Management LLC | 147,922 | $7.59M | 0.5% | +1.1% | 0.035% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 85,385 | $4.38M | 0.2% | -44.2% | 0.020% | |
2/13/2024 | Wellspring Financial Advisors LLC | 70,788 | $3.63M | 0.1% | +0.9% | 0.017% | |
2/13/2024 | United Community Bank | 51,728 | $2.65M | 1.1% | -20.2% | 0.012% | |
2/13/2024 | Rathbones Group PLC | 69,412 | $3.56M | 0.0% | -2.3% | 0.016% | |
2/12/2024 | SPX Gestao de Recursos Ltda | 4,950,070 | $253.82M | 19.6% | -9.5% | 1.175% | |
2/12/2024 | Eagle Asset Management Inc. | 17,961 | $921K | 0.0% | -10.2% | 0.004% | |
2/12/2024 | Alley Investment Management Company LLC | 342,583 | $17.57M | 2.6% | +6.3% | 0.081% | |
2/12/2024 | J. L. Bainbridge & Co. Inc. | 6,388 | $328K | 0.0% | -4.6% | 0.002% | |
2/12/2024 | Arrow Financial Corp | 31,083 | $1.59M | 0.2% | -31.0% | 0.007% | |
2/12/2024 | NYL Investors LLC | 10,867,301 | $557.22M | 22.6% | -16.7% | 2.579% | |
2/12/2024 | Parallel Advisors LLC | 58,113 | $2.98M | 0.1% | -4.1% | 0.014% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 217,249 | $11.14M | 0.0% | +18.6% | 0.052% | |
2/9/2024 | Allstate Corp | 5,530,549 | $283.58M | 19.6% | -29.0% | 1.312% | |
2/9/2024 | Tidemark LLC | 948 | $49K | 0.0% | N/A | 0.000% | |
2/9/2024 | Union Savings Bank | 9,115 | $467K | 0.3% | -20.1% | 0.002% | |
2/9/2024 | EverSource Wealth Advisors LLC | 6,669 | $342K | 0.0% | +44,360.0% | 0.002% | |
2/9/2024 | Davis R M Inc. | 241,533 | $12.39M | 0.3% | -17.5% | 0.057% | |
2/9/2024 | Clearbridge Investments LLC | 7,119 | $365K | 0.0% | +42.2% | 0.002% | |
2/8/2024 | Graybill Wealth Management LTD. | 63,273 | $3.24M | 1.4% | +3.1% | 0.015% | |
2/8/2024 | Haverford Trust Co | 1,779,643 | $91.25M | 1.0% | +2.8% | 0.422% | |
2/8/2024 | Laffer Tengler Investments Inc. | 22,388 | $1.15M | 0.3% | +24.9% | 0.005% | |
2/8/2024 | Janney Capital Management LLC | 9,416 | $483K | 0.0% | -6.7% | 0.002% | |
2/8/2024 | Janney Montgomery Scott LLC | 737,395 | $37.81M | 0.1% | +8.7% | 0.175% | |
2/8/2024 | Ironwood Investment Counsel LLC | 26,581 | $1.36M | 0.3% | +496.5% | 0.006% | |
2/8/2024 | First United Bank & Trust | 10,482 | $537K | 0.2% | -8.0% | 0.002% | |
2/7/2024 | One Capital Management LLC | 1,511,630 | $77.51M | 3.1% | -1.4% | 0.359% | |
2/7/2024 | NBC Securities Inc. | 16,460 | $844K | 0.1% | -3.0% | 0.004% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 56,633 | $2.90M | 0.1% | -4.0% | 0.013% | |
2/7/2024 | BNP Paribas Financial Markets | 40,262 | $2.06M | 0.0% | -50.2% | 0.010% | |
2/7/2024 | Mount Lucas Management LP | 10,552 | $541K | 0.2% | -2.0% | 0.003% | |
2/7/2024 | Sun Life Financial Inc. | 77,374 | $3.97B | 0.8% | -94.9% | 0.018% | |
2/6/2024 | NTV Asset Management LLC | 65,860 | $3.38M | 0.6% | -6.3% | 0.016% | |
2/6/2024 | First Horizon Advisors Inc. | 13,656 | $700K | 0.0% | -14.3% | 0.003% | |
2/6/2024 | Disciplina Capital Management LLC | 163,358 | $8.38M | 1.6% | +9.6% | 0.039% | |
2/6/2024 | Summit Financial LLC | 16,349 | $838K | 0.1% | N/A | 0.004% | |
2/5/2024 | Hexagon Capital Partners LLC | 8,548 | $438K | 0.1% | -29.0% | 0.002% | |
2/5/2024 | Ledyard National Bank | 4,314 | $221K | 0.0% | -29.8% | 0.001% | |
2/5/2024 | Vantage Financial Partners LLC | 51,965 | $2.66M | 0.8% | +3.8% | 0.012% | |
2/5/2024 | RiverFront Investment Group LLC | 379,573 | $19.46M | 0.6% | +1,035.6% | 0.090% | |
2/5/2024 | White Pine Capital LLC | 98,193 | $5.04M | 1.9% | -10.1% | 0.023% | |
2/2/2024 | Abbrea Capital LLC | 56,978 | $2.92M | 0.4% | -0.8% | 0.014% | |
2/2/2024 | Meritage Portfolio Management | 217,079 | $11.13M | 0.7% | -3.2% | 0.052% | |
2/1/2024 | NewSquare Capital LLC | 582,777 | $29.88M | 2.9% | -2.1% | 0.138% | |
2/1/2024 | SlateStone Wealth LLC | 8,860 | $454K | 0.1% | +2.9% | 0.002% | |
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2/1/2024 | Ramsay Stattman Vela & Price Inc. | 9,625 | $494K | 0.1% | -4.0% | 0.002% | |
2/1/2024 | Gradient Capital Advisors LLC | 44,066 | $2.26M | 0.9% | -14.2% | 0.010% | |
1/31/2024 | Hunter Associates Investment Management LLC | 56,511 | $2.90M | 0.5% | -7.8% | 0.013% | |
1/30/2024 | Avior Wealth Management LLC | 47,516 | $2.44M | 0.1% | -4.2% | 0.011% | |
1/30/2024 | Diversified Portfolios Inc. | 97,026 | $4.98M | 0.8% | +1.9% | 0.023% | |
1/30/2024 | West Paces Advisors Inc. | 1,867 | $96K | 0.0% | -52.5% | 0.000% | |
1/30/2024 | Buffington Mohr McNeal | 75,502 | $3.87M | 0.8% | -68.8% | 0.018% | |
1/30/2024 | SVB Wealth LLC | 346,290 | $17.76M | 0.4% | -1.6% | 0.082% | |
1/30/2024 | Crescent Grove Advisors LLC | 86,293 | $4.43M | 0.5% | -4.4% | 0.020% | |
1/30/2024 | Bear Mountain Capital Inc. | 29,752 | $1.53M | 0.6% | N/A | 0.007% | |