5/16/2025 | Wilson & Boucher Capital Management LLC | 10,800 | $332K | 0.2% | +8.0% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 2,414 | $74K | 0.0% | -99.0% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 280,494 | $8.62M | 0.1% | -19.6% | 0.062% | |
5/16/2025 | Integrated Wealth Concepts LLC | 56,866 | $1.75M | 0.0% | -8.0% | 0.013% | |
5/15/2025 | Titleist Asset Management LLC | 10,076 | $310K | 0.0% | +4.1% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 936,572 | $28.78M | 0.1% | +9.1% | 0.206% | |
5/15/2025 | OLD Mission Capital LLC | 33,815 | $1.04M | 0.0% | -59.1% | 0.007% | |
5/14/2025 | Luminist Capital LLC | 822 | $25K | 0.0% | -31.2% | 0.000% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 174,541 | $5.36M | 1.5% | +1.7% | 0.038% | |
5/14/2025 | Ameriprise Financial Inc. | 1,796,042 | $55.36M | 0.0% | -20.6% | 0.395% | |
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5/14/2025 | Dorsey & Whitney Trust CO LLC | 8,000 | $246K | 0.0% | -4.1% | 0.002% | |
5/13/2025 | Azimuth Capital Investment Management LLC | 7,750 | $238K | 0.0% | -22.9% | 0.002% | |
5/12/2025 | Operose Advisors LLC | 9,945 | $306K | 0.1% | -3.7% | 0.002% | |
5/12/2025 | Staley Capital Advisers Inc. | 18,500 | $569K | 0.0% | -9.8% | 0.004% | |
5/12/2025 | SouthState Corp | 93,803 | $2.88M | 0.1% | +5.8% | 0.021% | |
5/12/2025 | Pandora Wealth Inc. | 2,500 | $77K | 0.1% | N/A | 0.001% | |
5/12/2025 | Zions Bancorporation National Association UT | 5,500 | $169K | 0.0% | N/A | 0.001% | |
5/9/2025 | Cary Street Partners Financial LLC | 106,149 | $3.26M | 0.1% | -4.5% | 0.023% | |
5/9/2025 | Kickstand Ventures LLC. | 11,843 | $364K | 0.1% | -92.0% | 0.003% | |
5/8/2025 | King Wealth Management Group | 34,353 | $1.06M | 0.2% | -2.9% | 0.008% | |
5/8/2025 | Wellington Shields & Co. LLC | 6,140 | $189K | 0.1% | +9.8% | 0.001% | |
5/8/2025 | Arkadios Wealth Advisors | 73,802 | $2.27M | 0.1% | -5.0% | 0.016% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 45,000 | $1.38M | 0.1% | +385.9% | 0.010% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 97,150 | $2.99M | 0.7% | +6.0% | 0.021% | |
5/7/2025 | Valley Wealth Managers Inc. | 3,330 | $102K | 0.0% | -85.0% | 0.001% | |
5/7/2025 | AM Investment Strategies LLC | 13,542 | $416K | 0.1% | -49.8% | 0.003% | |
5/6/2025 | IMA Advisory Services Inc. | 806 | $25K | 0.0% | -99.2% | 0.000% | |
5/6/2025 | Boyd Watterson Asset Management LLC OH | 24,961 | $767K | 0.2% | +10.2% | 0.005% | |
5/6/2025 | Mount Lucas Management LP | 37,173 | $1.14M | 0.4% | -56.1% | 0.008% | |
5/5/2025 | Crestwood Advisors Group LLC | 33,088 | $1.02M | 0.0% | +1.7% | 0.007% | |
5/2/2025 | Fortis Group Advisors LLC | 12,960 | $398K | 0.1% | -82.9% | 0.003% | |
5/2/2025 | Graypoint LLC | 199,096 | $6.12M | 0.4% | +6.9% | 0.044% | |
5/2/2025 | Segall Bryant & Hamill LLC | 13,083 | $402K | 0.0% | +12.4% | 0.003% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 25,904 | $796K | 0.0% | +27.9% | 0.006% | |
5/2/2025 | Whittier Trust Co. | 31,775 | $976K | 0.0% | -1.5% | 0.007% | |
5/2/2025 | SBI Securities Co. Ltd. | 381,441 | $11.72M | 0.4% | +3.6% | 0.083% | |
5/1/2025 | Fifth Third Securities Inc. | 105,095 | $3.23M | 0.3% | -1.6% | 0.023% | |
4/30/2025 | Greenleaf Trust | 1,137,401 | $34.95M | 0.3% | +4.8% | 0.249% | |
4/30/2025 | Sierra Capital LLC | 40,412 | $1.24M | 0.1% | -9.9% | 0.009% | |
4/30/2025 | Synergy Investment Management LLC | 1,198 | $37K | 0.0% | -26.3% | 0.000% | |
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4/29/2025 | Burke & Herbert Bank & Trust Co. | 110,662 | $3.40M | 0.8% | -1.1% | 0.024% | |
4/29/2025 | Bank of New York Mellon Corp | 16,308 | $501K | 0.0% | -29.4% | 0.004% | |
4/28/2025 | Rosenberg Matthew Hamilton | 31,833 | $978K | 0.2% | +3.3% | 0.007% | |
4/28/2025 | First Horizon Advisors Inc. | 9,851 | $303K | 0.0% | -8.5% | 0.002% | |
4/28/2025 | Private Trust Co. NA | 39,545 | $1.22M | 0.1% | -1.9% | 0.009% | |
4/28/2025 | Redmont Wealth Advisors LLC | 129,120 | $3.97M | 7.7% | -0.3% | 0.028% | |
4/28/2025 | Rossby Financial LCC | 1,537 | $46K | 0.0% | N/A | 0.000% | |
4/25/2025 | Westside Investment Management Inc. | 3,253 | $100K | 0.0% | +32.3% | 0.001% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 132,413 | $4.07M | 0.4% | -6.3% | 0.029% | |
4/25/2025 | Canandaigua National Trust Co of Florida | 62,570 | $1.92M | 1.7% | -6.2% | 0.014% | |
4/25/2025 | Verity Asset Management Inc. | 45,740 | $1.41M | 0.6% | +100.9% | 0.010% | |
4/25/2025 | Citizens National Bank Trust Department | 1,000 | $31K | 0.0% | N/A | 0.000% | |
4/24/2025 | Sunbelt Securities Inc. | 28,253 | $868K | 0.1% | -35.9% | 0.006% | |
4/24/2025 | Crescent Grove Advisors LLC | 46,539 | $1.43M | 0.1% | +3.8% | 0.010% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 697,399 | $21.43M | 1.6% | -5.5% | 0.152% | |
4/24/2025 | First Merchants Corp | 8,093 | $249K | 0.0% | -30.5% | 0.002% | |
4/24/2025 | Bank of Stockton | 152,953 | $4.70M | 1.5% | +1.5% | 0.033% | |
4/23/2025 | Western Wealth Management LLC | 21,028 | $646K | 0.0% | -19.1% | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 18,649 | $573K | 0.0% | +41.4% | 0.004% | |
4/23/2025 | SOL Capital Management CO | 86,660 | $2.66M | 0.3% | -9.9% | 0.019% | |
4/23/2025 | Golden State Wealth Management LLC | 1,690 | $52K | 0.0% | +98.8% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 69,664 | $2.14M | 0.0% | +1.9% | 0.015% | |
4/22/2025 | Crews Bank & Trust | 97,085 | $2.98M | 0.5% | -6.3% | 0.021% | |
4/22/2025 | Carret Asset Management LLC | 20,819 | $640K | 0.1% | +5.6% | 0.005% | |
4/21/2025 | L.M. Kohn & Company | 10,287 | $316K | 0.1% | -11.8% | 0.002% | |
4/21/2025 | Kentucky Trust Co | 180,161 | $5.54M | 3.3% | +3.4% | 0.039% | |
4/21/2025 | Janney Capital Management LLC | 54,211 | $1.67M | 0.1% | -6.3% | 0.012% | |
4/21/2025 | Community Bank N.A. | 121,796 | $3.74M | 0.5% | +14.2% | 0.027% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 19,509 | $598K | 0.0% | -7.9% | 0.004% | |
4/18/2025 | Wendell David Associates Inc. | 63,242 | $1.94M | 0.2% | -3.9% | 0.014% | |
4/17/2025 | NBT Bank N A NY | 78,735 | $2.42M | 0.2% | +5.8% | 0.017% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,553,463 | $47.74M | 0.1% | -0.1% | 0.339% | |
4/17/2025 | North Star Investment Management Corp. | 27,771 | $853K | 0.1% | +3.1% | 0.006% | |
4/16/2025 | Palouse Capital Management Inc. | 90,535 | $2.78M | 1.9% | +4.8% | 0.020% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 19,509 | $600K | 0.0% | +2.0% | 0.004% | |
4/16/2025 | Delta Capital Management LLC | 17,090 | $525K | 0.2% | -10.5% | 0.004% | |
4/16/2025 | Parkside Investments LLC | 448,230 | $13.77M | 2.0% | +3.3% | 0.097% | |
4/16/2025 | Allen Mooney & Barnes Investment Advisors LLC | 14,278 | $439K | 0.1% | +7.8% | 0.003% | |
4/16/2025 | Fortitude Family Office LLC | 13,122 | $403K | 0.1% | +22.1% | 0.003% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 13,678 | $420K | 0.1% | -9.3% | 0.003% | |
4/15/2025 | Curbstone Financial Management Corp | 124,263 | $3.82M | 0.8% | +5.8% | 0.027% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 324,226 | $9.96M | 0.3% | -7.5% | 0.071% | |
4/15/2025 | Ibex Wealth Advisors | 103,927 | $3.19M | 0.4% | -13.0% | 0.023% | |
4/15/2025 | GAMMA Investing LLC | 192,028 | $5.90M | 0.4% | +33.5% | 0.042% | |
4/14/2025 | Farther Finance Advisors LLC | 21,157 | $645K | 0.0% | -7.9% | 0.005% | |
4/14/2025 | City Holding Co. | 47,649 | $1.46M | 0.2% | -3.0% | 0.010% | |
4/14/2025 | Strategic Wealth Investment Group LLC | 14,394 | $442K | 0.8% | -95.9% | 0.003% | |
4/14/2025 | SOA Wealth Advisors LLC. | 43,837 | $1.35M | 0.2% | N/A | 0.010% | |
4/11/2025 | Independence Bank of Kentucky | 34,422 | $1.06M | 0.2% | -14.1% | 0.007% | |
4/11/2025 | Congress Asset Management Co. | 101,956 | $3.13M | 0.0% | -1.9% | 0.022% | |
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4/9/2025 | ST Germain D J Co. Inc. | 70,797 | $2.18M | 0.1% | -4.0% | 0.015% | |
4/9/2025 | Vantage Wealth | 286,100 | $8.79M | 2.0% | +0.9% | 0.062% | |
4/9/2025 | Harbor Investment Advisory LLC | 13,972 | $429K | 0.0% | -11.5% | 0.003% | |
4/9/2025 | NBC Securities Inc. | 49,667 | $1.53M | 0.1% | +99,234.0% | 0.011% | |
4/8/2025 | Peoples Bank KS | 129,665 | $3.98M | 2.7% | -1.3% | 0.028% | |
4/8/2025 | Dumont & Blake Investment Advisors LLC | 84,043 | $2.58M | 0.7% | +3.4% | 0.018% | |
4/8/2025 | Rothschild Investment LLC | 164,491 | $5.06M | 0.3% | -14.9% | 0.036% | |
4/8/2025 | Red Spruce Capital LLC | 21,517 | $661K | 0.3% | -7.1% | 0.005% | |
4/8/2025 | Parallel Advisors LLC | 118,869 | $3.65M | 0.1% | +0.4% | 0.026% | |
4/7/2025 | GAMMA Investing LLC | 5,901,020 | $192.03M | 0.0% | +4,002.9% | 1.278% | |