8/1/2025 | Envestnet Asset Management Inc. | 921,309 | $20.51M | 0.0% | +11.2% | 14.860% | |
7/31/2025 | VestGen Investment Management | 46,471 | $1.04M | 0.7% | -7.3% | 0.750% | |
7/30/2025 | Freedom Investment Management Inc. | 34,433 | $767K | 0.1% | +12.0% | 0.555% | |
7/30/2025 | Citizens & Northern Corp | 10,973 | $244K | 0.1% | N/A | 0.177% | |
7/29/2025 | Stratos Wealth Advisors LLC | 35,646 | $794K | 0.0% | -11.4% | 0.575% | |
7/28/2025 | Mutual Advisors LLC | 77,505 | $1.71M | 0.0% | +5.2% | 1.250% | |
7/14/2025 | Occidental Asset Management LLC | 779,474 | $17.36M | 2.4% | +1.7% | 12.623% | |
7/1/2025 | Park National Corp OH | 120,730 | $2.69M | 0.1% | +55.7% | 1.955% | |
5/19/2025 | Jane Street Group LLC | 41,422 | $920K | 0.0% | N/A | 0.679% | |
5/14/2025 | Freedom Investment Management Inc. | 30,749 | $683K | 0.1% | -28.0% | 0.521% | |
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5/13/2025 | Northern Trust Corp | 2,619,812 | $58.19M | 0.0% | -12.6% | 44.404% | |
5/9/2025 | ROI Financial Advisors LLC | 29,041 | $645K | 0.5% | -24.4% | 0.492% | |
5/9/2025 | Liberty Wealth Management LLC | 38,936 | $865K | 0.0% | N/A | 0.660% | |
4/30/2025 | Stratos Wealth Advisors LLC | 40,244 | $894K | 0.0% | +8.0% | 0.682% | |
4/29/2025 | Envestnet Asset Management Inc. | 828,820 | $18.41M | 0.0% | -20.8% | 14.048% | |
4/29/2025 | Olde Wealth Management LLC | 164,774 | $3.66M | 1.3% | -55.2% | 2.793% | |
4/28/2025 | Mutual Advisors LLC | 73,679 | $1.63M | 0.0% | +27.4% | 1.249% | |
4/2/2025 | Park National Corp OH | 77,525 | $1.72M | 0.1% | -35.5% | 1.234% | |
2/17/2025 | EP Wealth Advisors LLC | 12,455 | $271K | 0.0% | N/A | 0.159% | |
2/17/2025 | CoreCap Advisors LLC | 10,368 | $225K | 0.0% | +108.8% | 0.132% | |
2/17/2025 | Citadel Advisors LLC | 37,721 | $820K | 0.0% | -49.2% | 0.481% | |
2/14/2025 | Northern Trust Corp | 2,998,714 | $65.18M | 0.0% | -0.4% | 38.200% | |
2/14/2025 | MML Investors Services LLC | 217,232 | $4.72M | 0.0% | +2.1% | 2.767% | |
2/13/2025 | Hanlon Investment Management Inc. | 71,667 | $1.56M | 0.4% | -6.7% | 0.913% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,046,680 | $22.75M | 0.0% | -10.3% | 13.334% | |
2/13/2025 | ROI Financial Advisors LLC | 38,392 | $834K | 0.6% | +1.8% | 0.489% | |
2/11/2025 | LPL Financial LLC | 38,492 | $837K | 0.0% | +122.2% | 0.490% | |
2/11/2025 | Financial Network Wealth Management LLC | 368,137 | $8.03M | 2.9% | -0.7% | 4.690% | |
2/10/2025 | Harbour Investments Inc. | 5,275 | $115K | 0.0% | +9.9% | 0.067% | |
1/17/2025 | Mutual Advisors LLC | 57,838 | $1.26M | 0.0% | -12.9% | 0.737% | |
1/15/2025 | Occidental Asset Management LLC | 758,738 | $16.49M | 2.6% | +4.9% | 9.665% | |
1/10/2025 | ORG Partners LLC | 1,353 | $29K | 0.0% | N/A | 0.017% | |
1/8/2025 | Park National Corp OH | 120,269 | $2.61M | 0.1% | -30.8% | 1.532% | |
11/15/2024 | MML Investors Services LLC | 212,813 | $4.85M | 0.0% | -7.0% | 2.711% | |
11/15/2024 | Jane Street Group LLC | 13,487 | $307K | 0.0% | -87.8% | 0.172% | |
11/6/2024 | ROI Financial Advisors LLC | 37,722 | $860K | 0.6% | +1.8% | 0.481% | |
10/30/2024 | Hanlon Investment Management Inc. | 76,781 | $1.75M | 0.5% | -9.4% | 0.978% | |
10/25/2024 | Mutual Advisors LLC | 66,411 | $1.48M | 0.0% | +9.2% | 0.846% | |
10/18/2024 | Stratos Wealth Advisors LLC | 37,538 | $855K | 0.0% | +8.5% | 0.478% | |
10/15/2024 | Occidental Asset Management LLC | 723,454 | $16.49M | 2.7% | +5.1% | 9.216% | |
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10/1/2024 | Park National Corp OH | 173,799 | $3.96M | 0.1% | -12.6% | 2.214% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,266,405 | $27.74M | 0.0% | -5.1% | 16.133% | |
7/31/2024 | Citizens & Northern Corp | 10,965 | $240K | 0.1% | -10.3% | 0.140% | |
7/24/2024 | Herold Advisors Inc. | 45,211 | $990K | 0.2% | +3.1% | 0.576% | |
7/15/2024 | Occidental Asset Management LLC | 688,266 | $15.07M | 2.6% | -3.3% | 8.768% | |
7/15/2024 | Park National Corp OH | 198,898 | $4.36M | 0.2% | -21.9% | 2.534% | |
5/24/2024 | Cetera Advisors LLC | 22,278 | $491K | 0.0% | N/A | 0.284% | |
5/2/2024 | Hanlon Investment Management Inc. | 84,904 | $1.87M | 0.6% | -5.0% | 1.084% | |
4/16/2024 | Occidental Asset Management LLC | 711,957 | $15.71M | 2.9% | -5.6% | 7.798% | |
4/1/2024 | Park National Corp OH | 254,722 | $5.62M | 0.2% | -11.4% | 2.790% | |
2/13/2024 | ROI Financial Advisors LLC | 42,938 | $961K | 0.8% | N/A | 0.470% | |
2/9/2024 | Citizens & Northern Corp | 12,468 | $279K | 0.1% | -3.8% | 0.137% | |
2/9/2024 | Hanlon Investment Management Inc. | 89,378 | $2.00M | 0.6% | -31.7% | 0.979% | |
2/2/2024 | Herold Advisors Inc. | 45,985 | $1.03M | 0.3% | +13.9% | 0.504% | |
1/24/2024 | Stratos Wealth Advisors LLC | 28,946 | $648K | 0.0% | -3.9% | 0.317% | |
1/23/2024 | Colonial River Wealth Management LLC | 9,664 | $216K | 0.1% | -89.5% | 0.106% | |
1/19/2024 | Atlantic Union Bankshares Corp | 16,400 | $367K | 0.0% | N/A | 0.180% | |
1/19/2024 | Occidental Asset Management LLC | 753,948 | $16.87M | 3.5% | -7.8% | 8.258% | |
1/16/2024 | CoreCap Advisors LLC | 12,845 | $287K | 0.0% | -93.3% | 0.141% | |
1/10/2024 | Financial Network Wealth Management LLC | 365,462 | $8.18M | 3.5% | +3.0% | 4.003% | |
1/10/2024 | Sound Income Strategies LLC | 15,944 | $357K | 0.0% | N/A | 0.175% | |
1/2/2024 | Park National Corp OH | 287,626 | $6.43M | 0.3% | +0.4% | 3.150% | |
11/13/2023 | Northern Trust Corp | 3,813,130 | $80.78M | 0.0% | -3.3% | 41.765% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,337,809 | $28.34M | 0.0% | +7.7% | 14.653% | |
11/8/2023 | Herold Advisors Inc. | 40,363 | $855K | 0.3% | +19.9% | 0.442% | |
11/3/2023 | Colonial River Wealth Management LLC | 91,753 | $1.94M | 1.3% | +16.5% | 1.005% | |
10/26/2023 | Absolute Capital Management LLC | 15,253 | $323K | 0.3% | +4.0% | 0.167% | |
10/24/2023 | Stratos Wealth Advisors LLC | 30,130 | $638K | 0.0% | -7.2% | 0.330% | |
10/23/2023 | Commonwealth Equity Services LLC | 149,354 | $3.16M | 0.0% | -54.3% | 1.636% | |
10/18/2023 | Occidental Asset Management LLC | 817,874 | $17.33M | 4.0% | +10.7% | 8.958% | |
10/18/2023 | Hanlon Investment Management Inc. | 130,880 | $2.77M | 0.8% | -6.1% | 1.434% | |
10/2/2023 | Park National Corp OH | 286,482 | $6.07M | 0.3% | +11.5% | 3.138% | |
8/14/2023 | MML Investors Services LLC | 215,591 | $4.77M | 0.0% | +26.4% | 2.361% | |
8/14/2023 | Snowden Capital Advisors LLC | 40,648 | $899K | 0.0% | +6.6% | 0.445% | |
8/11/2023 | Northern Trust Corp | 3,944,908 | $87.28M | 0.0% | +8.2% | 43.208% | |
8/10/2023 | Commonwealth Equity Services LLC | 326,817 | $7.23M | 0.0% | +38.2% | 3.580% | |
8/10/2023 | Cetera Investment Advisers | 35,655 | $789K | 0.0% | +18.5% | 0.391% | |
8/8/2023 | Colonial River Wealth Management LLC | 78,766 | $1.74M | 1.1% | +18.8% | 0.863% | |
8/8/2023 | 3D L Capital Management LLC | 46,350 | $1.03M | 0.3% | +1.1% | 0.508% | |
8/8/2023 | Hanlon Investment Management Inc. | 139,328 | $3.08M | 0.9% | +32.9% | 1.526% | |
8/4/2023 | Envestnet Asset Management Inc. | 1,242,533 | $27.49M | 0.0% | +15.1% | 14.618% | |
7/31/2023 | Financial Network Wealth Management LLC | 386,604 | $8.50M | 3.9% | +24.9% | 4.548% | |
7/27/2023 | Absolute Capital Management LLC | 14,672 | $325K | 0.3% | +29.3% | 0.173% | |
7/25/2023 | UMB Bank n.a. | 35,803 | $792K | 0.0% | +740.4% | 0.421% | |
7/18/2023 | Stratos Wealth Advisors LLC | 32,452 | $718K | 0.1% | -22.1% | 0.382% | |
7/17/2023 | Herold Advisors Inc. | 33,663 | $745K | 0.2% | +98.2% | 0.396% | |
7/12/2023 | Occidental Asset Management LLC | 738,767 | $16.35M | 3.7% | +19.7% | 8.691% | |
7/3/2023 | Park National Corp OH | 256,826 | $5.68M | 0.2% | +20.0% | 3.021% | |
5/11/2023 | Envestnet Asset Management Inc. | 1,079,815 | $24.34M | 0.0% | +12.0% | 12.704% | |
5/11/2023 | Commonwealth Equity Services LLC | 236,498 | $5.33M | 0.0% | +5.4% | 2.782% | |
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5/11/2023 | Occidental Asset Management LLC | 617,284 | $13.91M | 3.5% | N/A | 7.262% | |
5/9/2023 | Hanlon Investment Management Inc. | 104,812 | $2.36M | 0.7% | +1.3% | 1.233% | |
5/8/2023 | Sigma Planning Corp | 26,895 | $606K | 0.0% | +88.1% | 0.316% | |
5/5/2023 | Colonial River Wealth Management LLC | 66,326 | $1.50M | 0.9% | N/A | 0.873% | |
5/4/2023 | Financial Network Wealth Management LLC | 309,558 | $6.98M | 3.5% | +6.2% | 4.073% | |
4/27/2023 | Stratos Wealth Advisors LLC | 41,671 | $939K | 0.1% | +1.5% | 0.548% | |
4/19/2023 | Herold Advisors Inc. | 16,983 | $383K | 0.1% | +29.7% | 0.223% | |
4/11/2023 | UMB Bank n.a. | 4,260 | $96K | 0.0% | N/A | 0.056% | |
2/10/2023 | CoreCap Advisors LLC | 255,969 | $5.62M | 0.4% | -9.8% | 3.368% | |
2/10/2023 | Financial Network Wealth Management LLC | 291,519 | $6.39M | 3.5% | -29.3% | 3.836% | |