7/26/2024 | Cambridge Investment Research Advisors Inc. | 212,337 | $10.88M | 0.0% | -9.3% | 0.054% | |
7/26/2024 | SlateStone Wealth LLC | 12,910 | $662K | 0.1% | +11.9% | 0.003% | |
7/26/2024 | Bank of New York Mellon Corp | 634,642 | $32.52M | 0.0% | -14.1% | 0.161% | |
7/25/2024 | Kanawha Capital Management LLC | 19,475 | $998K | 0.1% | -3.7% | 0.005% | |
7/24/2024 | Family Firm Inc. | 950 | $49K | 0.0% | N/A | 0.000% | |
7/23/2024 | Plimoth Trust Co. LLC | 5,367 | $275K | 0.1% | -13.4% | 0.001% | |
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7/23/2024 | 1620 Investment Advisors Inc. | 38,434 | $1.97M | 1.5% | +6.9% | 0.010% | |
7/23/2024 | NewSquare Capital LLC | 590,133 | $30.24M | 2.6% | +2.7% | 0.149% | |
7/23/2024 | Burns J W & Co. Inc. NY | 51,952 | $2.66M | 0.4% | -2.6% | 0.013% | |
7/23/2024 | Bear Mountain Capital Inc. | 24,941 | $1.29M | 0.5% | -14.0% | 0.006% | |
7/22/2024 | Graybill Wealth Management LTD. | 79,914 | $4.10M | 1.7% | +18.2% | 0.020% | |
7/20/2024 | First Horizon Advisors Inc. | 13,244 | $679K | 0.0% | -5.9% | 0.003% | |
7/20/2024 | Capital Investment Services of America Inc. | 130,958 | $6.71M | 0.6% | -1.7% | 0.033% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 537,445 | $27.54M | 0.0% | -1.1% | 0.136% | |
7/17/2024 | Leavell Investment Management Inc. | 297,476 | $15.24M | 0.8% | +21.1% | 0.075% | |
7/16/2024 | DMC Group LLC | 44,890 | $2.30M | 2.0% | -2.0% | 0.011% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 11,006 | $564K | 0.1% | -75.2% | 0.003% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 44,726 | $2.29M | 0.6% | N/A | 0.011% | |
7/16/2024 | Martin Capital Partners LLC | 97,076 | $4.97M | 2.0% | -1.1% | 0.025% | |
7/12/2024 | Country Trust Bank | 483 | $25K | 0.0% | -57.0% | 0.000% | |
7/12/2024 | Hexagon Capital Partners LLC | 7,922 | $406K | 0.1% | -2.5% | 0.002% | |
7/12/2024 | A. D. Beadell Investment Counsel Inc. | 29,550 | $1.51M | 1.3% | -2.3% | 0.008% | |
7/11/2024 | Tilia Fiduciary Partners Inc. | 35,209 | $1.80M | 1.4% | +3.3% | 0.009% | |
7/11/2024 | Buffington Mohr McNeal | 74,987 | $3.84M | 0.7% | -6.4% | 0.019% | |
7/11/2024 | Strategic Advocates LLC | 101,498 | $5.20M | 2.1% | +28.8% | 0.026% | |
7/11/2024 | Parkside Investments LLC | 695,665 | $35.65M | 5.6% | +15.0% | 0.177% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 8,477 | $434K | 0.0% | -9.5% | 0.002% | |
7/8/2024 | Marathon Strategic Advisors LLC | 9,765 | $500K | 0.6% | N/A | 0.002% | |
7/3/2024 | First International Bank & Trust | 42,272 | $2.17M | 0.7% | +4.8% | 0.010% | |
7/3/2024 | Curbstone Financial Management Corp | 100,790 | $5.16M | 1.1% | -7.2% | 0.025% | |
7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 278,542 | $14.24M | 1.8% | +47.5% | 0.068% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 15,976 | $819K | 0.0% | -48.5% | 0.004% | |
7/2/2024 | Park Place Capital Corp | 3,627 | $186K | 0.1% | +144.6% | 0.001% | |
7/1/2024 | Confluence Investment Management LLC | 353,734 | $18.13M | 0.3% | +243.0% | 0.086% | |
6/11/2024 | EverSource Wealth Advisors LLC | 8,394 | $426K | 0.0% | +25.9% | 0.002% | |
5/21/2024 | Arrow Financial Corp | 30,316 | $1.56M | 0.2% | -2.5% | 0.007% | |
5/17/2024 | Comerica Bank | 99,520 | $5.10M | 0.0% | +1.9% | 0.024% | |
5/16/2024 | Captrust Financial Advisors | 2,099,769 | $106.67M | 0.4% | +4.6% | 0.513% | |
5/15/2024 | SVB Wealth LLC | 361,874 | $18.56M | 0.4% | +4.5% | 0.088% | |
5/15/2024 | Fairview Capital Investment Management LLC | 149,097 | $7.65M | 0.4% | +0.8% | 0.036% | |
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5/15/2024 | Lazard Asset Management LLC | 479,410 | $24.58M | 0.0% | +1.5% | 0.117% | |
5/15/2024 | Keeley Teton Advisors LLC | 15,207 | $780K | 0.1% | -3.7% | 0.004% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 13,670 | $701K | 0.1% | -19.3% | 0.003% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 115,536 | $5.93M | 2.8% | N/A | 0.028% | |
5/14/2024 | Payden & Rygel Investment Group | 1,747 | $90K | 0.0% | N/A | 0.000% | |
5/11/2024 | Davis R M Inc. | 192,949 | $9.89M | 0.2% | -20.1% | 0.047% | |
5/11/2024 | Alley Investment Management Company LLC | 350,294 | $17.96M | 2.5% | +2.3% | 0.086% | |
5/11/2024 | NYL Investors LLC | 5,402,339 | $277.03M | 10.0% | -50.3% | 1.319% | |
5/11/2024 | Beaumont Financial Advisors LLC | 14,742 | $756K | 0.1% | -11.1% | 0.004% | |
5/11/2024 | Ironwood Investment Counsel LLC | 18,185 | $933K | 0.2% | -31.6% | 0.004% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 80,773 | $4.14M | 0.2% | -5.4% | 0.020% | |
5/10/2024 | Allstate Corp | 6,157,676 | $315.77M | 22.4% | +11.3% | 1.503% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 91,827 | $4.71M | 0.8% | +5.0% | 0.022% | |
5/10/2024 | J. L. Bainbridge & Co. Inc. | 5,935 | $304K | 0.0% | -7.1% | 0.001% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 1,151,986 | $59.07M | 0.8% | -5.6% | 0.281% | |
5/7/2024 | Abbrea Capital LLC | 55,976 | $2.87M | 0.4% | -1.8% | 0.014% | |
5/7/2024 | New South Capital Management Inc. | 67,328 | $3.45M | 0.1% | +2.2% | 0.016% | |
5/6/2024 | Mittelman Wealth Management | 20,211 | $1.04M | 0.7% | N/A | 0.005% | |
5/4/2024 | Richardson Financial Services Inc. | 1,533 | $79K | 0.1% | +2,687.3% | 0.000% | |
5/3/2024 | FDx Advisors Inc. | 112,193 | $5.75M | 0.9% | -2.7% | 0.027% | |
5/3/2024 | United Community Bank | 45,603 | $2.34M | 0.9% | -11.8% | 0.011% | |
5/3/2024 | Whittier Trust Co. | 89,421 | $4.59M | 0.1% | -14.6% | 0.022% | |
5/2/2024 | RiverFront Investment Group LLC | 482,428 | $24.74M | 0.7% | +27.1% | 0.118% | |
5/2/2024 | Graypoint LLC | 160,204 | $8.22M | 0.6% | -0.2% | 0.039% | |
5/2/2024 | Haverford Trust Co | 1,846,099 | $94.67M | 1.0% | +3.7% | 0.452% | |
5/2/2024 | Vantage Financial Partners LLC | 53,092 | $2.72M | 0.7% | +2.2% | 0.013% | |
5/2/2024 | Hunter Associates Investment Management LLC | 55,246 | $2.84M | 0.5% | -2.2% | 0.014% | |
5/2/2024 | Hollencrest Capital Management | 66,197 | $3.40M | 0.2% | +4.6% | 0.016% | |
5/2/2024 | Argent Advisors Inc. | 266,853 | $13.68M | 5.4% | +4.3% | 0.065% | |
5/1/2024 | Janney Montgomery Scott LLC | 691,165 | $35.44M | 0.1% | -6.3% | 0.169% | |
5/1/2024 | BNP Paribas Financial Markets | 5,203 | $267K | 0.0% | -87.1% | 0.001% | |
4/30/2024 | Arkadios Wealth Advisors | 21,223 | $1.09M | 0.1% | +8.4% | 0.005% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 6,973 | $358K | 0.1% | -12.4% | 0.002% | |
4/29/2024 | Meritage Portfolio Management | 205,623 | $10.54M | 0.7% | -5.3% | 0.050% | |
4/29/2024 | Crescent Grove Advisors LLC | 94,911 | $4.87M | 0.5% | +10.0% | 0.023% | |
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% | |
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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% | |