8/19/2025 | Anchor Investment Management LLC | 4,897 | $345K | 0.0% | -3.9% | 0.000% | |
8/18/2025 | Old North State Trust LLC | 5,282 | $372K | 0.3% | N/A | 0.000% | |
8/18/2025 | Hollencrest Capital Management | 8,377 | $590K | 0.0% | -5.6% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 137,086 | $9.65M | 0.0% | +5.5% | 0.005% | |
8/15/2025 | IHT Wealth Management LLC | 11,900 | $838K | 0.0% | +31.6% | 0.000% | |
8/14/2025 | Parvin Asset Management LLC | 4,625 | $326K | 0.3% | -9.8% | 0.000% | |
8/14/2025 | AllSquare Wealth Management LLC | 4,150 | $292K | 0.2% | +38.3% | 0.000% | |
8/14/2025 | Seven Mile Advisory | 5,572 | $392K | 0.2% | +3.3% | 0.000% | |
8/14/2025 | SVB Wealth LLC | 6,276 | $442K | 0.0% | N/A | 0.000% | |
8/14/2025 | Bollard Group LLC | 24,319 | $1.71M | 0.0% | +5.7% | 0.001% | |
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8/14/2025 | Cary Street Partners Financial LLC | 78,585 | $5.53M | 0.2% | +3.5% | 0.003% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 3,069 | $216K | 0.1% | +13.4% | 0.000% | |
8/13/2025 | Portland Global Advisors LLC | 11,670 | $822K | 0.1% | -23.7% | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 101,843 | $7.17M | 0.0% | -18.9% | 0.003% | |
8/13/2025 | EverSource Wealth Advisors LLC | 6,515 | $459K | 0.0% | +18.2% | 0.000% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 928 | $67K | 0.0% | N/A | 0.000% | |
8/13/2025 | Colonial Trust Advisors | 674 | $47K | 0.0% | -79.6% | 0.000% | |
8/12/2025 | Bahl & Gaynor Inc. | 28,050 | $1.98M | 0.0% | -12.5% | 0.001% | |
8/11/2025 | Alteri Wealth LLC | 3,660 | $258K | 0.1% | N/A | 0.000% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 5,996 | $422K | 0.1% | -16.3% | 0.000% | |
8/11/2025 | Rothschild Investment LLC | 6,040 | $425K | 0.0% | +3.2% | 0.000% | |
8/11/2025 | Poehling Capital Management INC. | 17,223 | $1.21M | 0.3% | N/A | 0.001% | |
8/11/2025 | Sierra Capital LLC | 31,266 | $2.20M | 0.3% | +1.8% | 0.001% | |
8/8/2025 | MTM Investment Management LLC | 2,145 | $151K | 0.1% | N/A | 0.000% | |
8/7/2025 | Reik & CO. LLC | 26,411 | $1.86M | 0.5% | -40.0% | 0.001% | |
8/7/2025 | Rathbones Group PLC | 33,165 | $2.34M | 0.0% | -4.3% | 0.001% | |
8/6/2025 | First Horizon Advisors Inc. | 10,307 | $726K | 0.0% | -4.6% | 0.000% | |
8/5/2025 | Crestwood Advisors Group LLC | 13,341 | $939K | 0.0% | -7.6% | 0.000% | |
8/5/2025 | Wellington Shields Capital Management LLC | 23,475 | $1.65M | 0.3% | -16.2% | 0.001% | |
8/5/2025 | Hunter Associates Investment Management LLC | 15,497 | $1.09M | 0.2% | -9.4% | 0.001% | |
8/5/2025 | Westside Investment Management Inc. | 348 | $25K | 0.0% | N/A | 0.000% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 144,033 | $10.14M | 0.7% | +2.7% | 0.005% | |
8/4/2025 | Arkadios Wealth Advisors | 36,565 | $2.58M | 0.1% | -1.2% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 1,460 | $103K | 0.0% | +394.9% | 0.000% | |
8/1/2025 | Transcend Capital Advisors LLC | 9,985 | $703K | 0.1% | +18.7% | 0.000% | |
7/31/2025 | Sentinel Trust Co. LBA | 27,750 | $1.95M | 0.2% | +0.8% | 0.001% | |
7/31/2025 | Allied Investment Advisors LLC | 185,186 | $13.04M | 2.3% | +2.0% | 0.006% | |
7/30/2025 | Warther Private Wealth LLC | 3,099 | $218K | 0.1% | -9.7% | 0.000% | |
7/30/2025 | Ethic Inc. | 9,685 | $687K | 0.0% | +33.8% | 0.000% | |
7/30/2025 | Schulhoff & Co. Inc. | 11,602 | $817K | 0.4% | +4.4% | 0.000% | |
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7/30/2025 | Cullen Frost Bankers Inc. | 43,905 | $3.09M | 0.0% | -3.8% | 0.001% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 31,765 | $2.24M | 0.1% | +21.6% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 34,262 | $2.41M | 0.0% | +10.9% | 0.001% | |
7/29/2025 | Salomon & Ludwin LLC | 480 | $35K | 0.0% | +50.5% | 0.000% | |
7/28/2025 | Davidson Trust Co. | 4,175 | $294K | 0.1% | -8.7% | 0.000% | |
7/28/2025 | Equitable Trust Co. | 13,020 | $917K | 0.0% | -9.7% | 0.000% | |
7/28/2025 | Penbrook Management LLC | 9,400 | $662K | 0.5% | -5.1% | 0.000% | |
7/25/2025 | Yousif Capital Management LLC | 38,919 | $2.74M | 0.0% | +7.4% | 0.001% | |
7/24/2025 | Trust Co. of Toledo NA OH | 10,472 | $737K | 0.1% | -2.0% | 0.000% | |
7/23/2025 | Venturi Wealth Management LLC | 2,850 | $201K | 0.0% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 18,098 | $1.27M | 0.0% | -32.9% | 0.001% | |
7/22/2025 | Confluence Wealth Services Inc. | 3,241 | $228K | 0.0% | -12.4% | 0.000% | |
7/21/2025 | Ameriflex Group Inc. | 2,253 | $160K | 0.1% | -47.0% | 0.000% | |
7/17/2025 | Janney Capital Management LLC | 117,622 | $8.28M | 0.5% | -1.8% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 174,516 | $12.29M | 0.0% | -0.6% | 0.006% | |
7/16/2025 | Augustine Asset Management Inc. | 105,121 | $7.40M | 2.0% | +0.5% | 0.004% | |
7/16/2025 | Old Port Advisors | 15,370 | $1.08M | 0.3% | +159.0% | 0.001% | |
7/15/2025 | TD Private Client Wealth LLC | 30,442 | $2.14M | 0.1% | +14.9% | 0.001% | |
7/14/2025 | AdvisorNet Financial Inc | 3,105 | $219K | 0.0% | +21.1% | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 7,925 | $558K | 0.0% | +37.4% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 16,570 | $1.17M | 0.0% | +70.5% | 0.001% | |
7/11/2025 | Wedge Capital Management L L P NC | 203,210 | $14.31M | 0.3% | -12.0% | 0.007% | |
7/11/2025 | Essex Savings Bank | 6,438 | $453K | 0.1% | -2.4% | 0.000% | |
7/9/2025 | Bruce G. Allen Investments LLC | 7,933 | $559K | 0.4% | +2.3% | 0.000% | |
7/9/2025 | Woodstock Corp | 143,466 | $10.10M | 0.9% | -0.2% | 0.005% | |
7/8/2025 | Ransom Advisory Ltd | 4,261 | $300K | 0.1% | N/A | 0.000% | |
7/8/2025 | Bard Financial Services Inc. | 65,100 | $4.58M | 0.5% | -1.5% | 0.002% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,740 | $334K | 0.0% | +4.7% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 86,925 | $6.12M | 0.5% | -8.8% | 0.003% | |
6/4/2025 | First Hawaiian Bank | 35,027 | $2.57M | 0.1% | -6.6% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 24,785 | $1.82M | 0.0% | -33.5% | 0.001% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 10,028 | $735K | 0.3% | -7.0% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 14,851 | $1.09M | 0.2% | +4.9% | 0.000% | |
5/28/2025 | Addison Capital Co | 2,957 | $217K | 0.1% | N/A | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 5,795 | $425K | 0.0% | -9.7% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 27,301 | $2M | 0.0% | +5.8% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,800 | $498K | 0.0% | +45.7% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 3,461 | $254K | 0.0% | +16.9% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 189,673 | $13.90M | 0.0% | +2.5% | 0.006% | |
5/20/2025 | Flaharty Asset Management LLC | 2,050 | $150K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 2,933 | $215K | 0.0% | N/A | 0.000% | |
5/20/2025 | Glenview Trust co | 16,362 | $1.20M | 0.0% | -12.9% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 43,425 | $3.18M | 0.0% | N/A | 0.001% | |
5/19/2025 | Palogic Value Management L.P. | 60,598 | $4.44M | 1.9% | -19.8% | 0.002% | |
5/16/2025 | Yaupon Capital Management LP | 854,449 | $62.61M | 3.2% | +24.5% | 0.028% | |
5/16/2025 | Logan Capital Management Inc. | 291,256 | $21.34M | 1.0% | +12.7% | 0.010% | |
5/16/2025 | Ascent Group LLC | 8,869 | $650K | 0.0% | N/A | 0.000% | |
5/16/2025 | Coppell Advisory Solutions LLC | 27,078 | $1.98M | 0.2% | -31.9% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,115 | $301K | 0.0% | -7.5% | 0.000% | |
5/16/2025 | Great Lakes Advisors LLC | 505,409 | $37.04M | 0.3% | -0.1% | 0.017% | |
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5/16/2025 | Signature Estate & Investment Advisors LLC | 9,826 | $720K | 0.0% | +146.3% | 0.000% | |
5/16/2025 | Everstar Asset Management LLC | 2,800 | $205K | 0.0% | -41.1% | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 36,956 | $2.71M | 0.1% | +27.1% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 7,766 | $569K | 0.0% | -91.5% | 0.000% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 4,987 | $365K | 0.1% | -14.4% | 0.000% | |
5/16/2025 | Rise Advisors LLC | 347 | $25K | 0.0% | -61.1% | 0.000% | |
5/16/2025 | Permanens Capital L.P. | 17,940 | $1.32M | 0.2% | +48.5% | 0.001% | |
5/16/2025 | Pingora Partners LLC | 17,875 | $1.31M | 1.0% | -7.6% | 0.001% | |
5/16/2025 | Plancorp LLC | 7,504 | $550K | 0.0% | N/A | 0.000% | |
5/16/2025 | New England Asset Management Inc. | 86,040 | $6.31M | 1.0% | +0.7% | 0.003% | |