3/6/2023 | OLD Mission Capital LLC | 80,484 | $3.54M | 0.1% | +92.1% | 0.142% | |
2/16/2023 | United Capital Financial Advisers LLC | 10,714 | $0.47M | 0.0% | -2.9% | 0.019% | |
2/15/2023 | Flow Traders U.S. LLC | 150,674 | $6.63M | 0.3% | N/A | 0.265% | |
2/13/2023 | Baird Financial Group Inc. | 53,866 | $2.37M | 0.0% | +7.2% | 0.095% | |
2/13/2023 | JPMorgan Chase & Co. | 58,204 | $2.56M | 0.0% | +652.5% | 0.102% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 5,106 | $0.23M | 0.0% | N/A | 0.009% | |
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2/1/2023 | Portland Global Advisors LLC | 83,572 | $3.68M | 0.7% | +2.1% | 0.147% | |
2/1/2023 | Janney Montgomery Scott LLC | 33,245 | $1.46M | 0.0% | +28.9% | 0.059% | |
1/26/2023 | Boenning & Scattergood Inc. | 16,185 | $0.86M | 0.1% | N/A | 0.028% | |
1/25/2023 | Whittier Trust Co. | 37,396 | $1.65M | 0.0% | +4.1% | 0.066% | |
1/19/2023 | Asset Dedication LLC | 5,397 | $0.24M | 0.0% | +19.2% | 0.010% | |
1/18/2023 | Hanson & Doremus Investment Management | 3,386 | $0.15M | 0.0% | -33.1% | 0.006% | |
1/18/2023 | Chemistry Wealth Management LLC | 30,802 | $1.36M | 0.5% | -18.2% | 0.055% | |
1/17/2023 | Leavell Investment Management Inc. | 7,420 | $0.33M | 0.0% | -35.7% | 0.013% | |
1/3/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 295,729 | $13.01M | 6.6% | -0.3% | 0.547% | |
11/16/2022 | Almanack Investment Partners LLC. | 2,713 | $0.11M | 0.0% | N/A | 0.005% | |
11/14/2022 | United Capital Financial Advisers LLC | 11,029 | $0.44M | 0.0% | -21.6% | 0.020% | |
11/14/2022 | OLD Mission Capital LLC | 41,906 | $1.67M | 0.1% | +559.0% | 0.077% | |
11/9/2022 | Trustmark National Bank Trust Department | 86,643 | $3.45M | 0.3% | +1.8% | 0.160% | |
11/8/2022 | Boston Family Office LLC | 23,650 | $0.94M | 0.1% | +1.9% | 0.044% | |
11/7/2022 | RPG Investment Advisory LLC | 11,293 | $0.45M | 0.1% | -21.8% | 0.021% | |
11/4/2022 | Nicholas Hoffman & Company LLC. | 34,492 | $1.37M | 0.1% | +7.9% | 0.064% | |
11/3/2022 | Bogart Wealth LLC | 2,432 | $97K | 0.0% | N/A | 0.004% | |
11/3/2022 | WESCAP Management Group Inc. | 52,301 | $2.08M | 0.8% | -7.7% | 0.097% | |
10/27/2022 | Portland Global Advisors LLC | 81,867 | $3.26M | 0.7% | +3.0% | 0.152% | |
10/27/2022 | US Bancorp DE | 3,100 | $0.12M | 0.0% | +26.0% | 0.006% | |
10/25/2022 | Janney Montgomery Scott LLC | 25,790 | $1.03M | 0.0% | +17.1% | 0.048% | |
10/21/2022 | Chemistry Wealth Management LLC | 37,677 | $1.50M | 0.6% | -11.3% | 0.071% | |
10/21/2022 | Whittier Trust Co. | 35,937 | $1.43M | 0.0% | -6.0% | 0.067% | |
10/20/2022 | Hanson & Doremus Investment Management | 5,061 | $0.20M | 0.1% | -7.8% | 0.009% | |
10/3/2022 | EisnerAmper Wealth Management Corporate Benefits LLC | 296,643 | $11.81M | 6.7% | +1.0% | 0.566% | |
8/13/2022 | Next Level Private LLC | 42,461 | $1.90M | 0.7% | N/A | 0.081% | |
8/13/2022 | Nicholas Hoffman & Company LLC. | 31,959 | $1.43M | 0.1% | +11.8% | 0.061% | |
8/11/2022 | Bluestein R H & Co. LLC | 10,886 | $0.49M | 0.0% | +132.6% | 0.021% | |
8/11/2022 | CoreCap Advisors LLC | 6,210 | $0.28M | 0.0% | -17.7% | 0.012% | |
8/11/2022 | WESCAP Management Group Inc. | 56,640 | $2.53M | 0.9% | -32.6% | 0.108% | |
8/11/2022 | JPMorgan Chase & Co. | 7,468 | $0.33M | 0.0% | -4.5% | 0.014% | |
8/8/2022 | Baird Financial Group Inc. | 50,350 | $2.25M | 0.0% | N/A | 0.096% | |
8/5/2022 | Fieldpoint Private Securities LLC | 26,746 | $1.19M | 0.3% | -64.1% | 0.051% | |
8/5/2022 | OLD Mission Capital LLC | 6,359 | $0.28M | 0.0% | -94.8% | 0.012% | |
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8/4/2022 | Princeton Global Asset Management LLC | 13,196 | $0.59M | 0.2% | -6.3% | 0.025% | |
8/3/2022 | Janney Montgomery Scott LLC | 22,021 | $0.99M | 0.0% | +10.1% | 0.042% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 1,121 | $50K | 0.0% | +56.3% | 0.002% | |
7/28/2022 | Leavell Investment Management Inc. | 11,535 | $0.52M | 0.0% | N/A | 0.022% | |
7/28/2022 | Whittier Trust Co. | 38,215 | $1.71M | 0.0% | -3.5% | 0.074% | |
7/27/2022 | Portland Global Advisors LLC | 79,462 | $3.55M | 0.7% | +5.5% | 0.153% | |
7/19/2022 | Hanson & Doremus Investment Management | 5,487 | $0.25M | 0.1% | -23.1% | 0.011% | |
7/12/2022 | America First Investment Advisors LLC | 283,054 | $12.64M | 4.1% | +1.0% | 0.553% | |
7/1/2022 | EisnerAmper Wealth Management Corporate Benefits LLC | 293,566 | $13.11M | 7.0% | +1.9% | 0.599% | |
5/13/2022 | Kings Point Capital Management | 72,096 | $3.84M | 0.3% | -2.8% | 0.145% | |
5/12/2022 | Trustmark National Bank Trust Department | 83,374 | $4.44M | 0.4% | +0.8% | 0.170% | |
5/12/2022 | Integrated Wealth Concepts LLC | 6,469 | $0.35M | 0.0% | N/A | 0.013% | |
5/11/2022 | Boston Family Office LLC | 23,403 | $1.25M | 0.1% | +1.1% | 0.048% | |
5/11/2022 | US Bancorp DE | 2,560 | $0.14M | 0.0% | +167.5% | 0.005% | |
5/11/2022 | Johnson Investment Counsel Inc. | 8,786 | $0.47M | 0.0% | -5.4% | 0.018% | |
5/11/2022 | Bluestein R H & Co. LLC | 4,681 | $0.25M | 0.0% | -14.8% | 0.010% | |
5/11/2022 | JPMorgan Chase & Co. | 7,823 | $0.42M | 0.0% | +21.7% | 0.016% | |
5/11/2022 | WESCAP Management Group Inc. | 84,055 | $4.48M | 1.3% | +53.0% | 0.172% | |
5/10/2022 | RPG Investment Advisory LLC | 14,445 | $0.77M | 0.1% | -1.6% | 0.029% | |
5/10/2022 | Portland Global Advisors LLC | 75,341 | $4.02M | 0.7% | +10.6% | 0.154% | |
5/10/2022 | Nicholas Hoffman & Company LLC. | 28,588 | $1.52M | 0.1% | +5.2% | 0.058% | |
5/9/2022 | Herold Advisors Inc. | 1,100 | $59K | 0.0% | N/A | 0.002% | |
5/9/2022 | Lansing Street Advisors | 77,586 | $4.15M | 2.6% | N/A | 0.158% | |
5/6/2022 | Princeton Global Asset Management LLC | 14,080 | $0.75M | 0.2% | -2.9% | 0.029% | |
5/5/2022 | Chemistry Wealth Management LLC | 43,116 | $2.30M | 0.8% | N/A | 0.088% | |
5/5/2022 | 626 Financial LLC | 4,346 | $0.23M | 0.1% | -16.8% | 0.009% | |
5/4/2022 | Lester Murray Antman dba SimplyRich | 9,472 | $0.50M | 0.2% | -14.8% | 0.019% | |
4/29/2022 | Whittier Trust Co. of Nevada Inc. | 7,020 | $0.38M | 0.0% | +6.2% | 0.014% | |
4/29/2022 | Asset Management Advisors LLC | 70,983 | $3.78M | 2.7% | -3.1% | 0.145% | |
4/26/2022 | America First Investment Advisors LLC | 280,279 | $14.94M | 4.3% | +1.8% | 0.576% | |
4/26/2022 | Palladium Partners LLC | 726,183 | $38.71M | 1.7% | +1.2% | 1.491% | |
4/22/2022 | Hanson & Doremus Investment Management | 7,134 | $0.38M | 0.1% | -3.8% | 0.015% | |
4/21/2022 | Asset Dedication LLC | 4,529 | $0.24M | 0.0% | +6.7% | 0.009% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 770 | $41K | 0.0% | +36.0% | 0.002% | |
4/14/2022 | Boenning & Scattergood Inc. | 16,185 | $0.86M | 0.1% | +1.4% | 0.034% | |
4/7/2022 | Fieldpoint Private Securities LLC | 74,548 | $3.97M | 0.8% | +30.0% | 0.155% | |
4/1/2022 | EisnerAmper Wealth Management Corporate Benefits LLC | 288,144 | $15.36M | 7.4% | +2.3% | 0.598% | |
2/16/2022 | Flow Traders U.S. LLC | 41,115 | $2.18M | 0.1% | +854.8% | 0.088% | |
2/15/2022 | 626 Financial LLC | 5,225 | $0.28M | 0.2% | N/A | 0.011% | |
2/10/2022 | Portland Global Advisors LLC | 68,146 | $3.61M | 0.6% | +14.1% | 0.147% | |
2/10/2022 | Nicholas Hoffman & Company LLC. | 27,178 | $1.44M | 0.0% | +8.0% | 0.059% | |
2/10/2022 | OLD Mission Capital LLC | 62,675 | $3.32M | 0.1% | -14.0% | 0.135% | |
2/9/2022 | Palladium Partners LLC | 717,902 | $37.99M | 1.6% | -1.4% | 1.547% | |
2/2/2022 | Princeton Global Asset Management LLC | 14,494 | $0.77M | 0.2% | -10.2% | 0.031% | |
1/28/2022 | RPG Investment Advisory LLC | 14,685 | $0.78M | 0.1% | -2.4% | 0.032% | |
1/27/2022 | Janney Montgomery Scott LLC | 18,562 | $0.98M | 0.0% | +2.0% | 0.040% | |
1/26/2022 | Magnolia Capital Advisors LLC | 6,536 | $0.35M | 0.1% | +4.8% | 0.014% | |
1/24/2022 | Fieldpoint Private Securities LLC | 57,341 | $3.03M | 0.6% | +23.6% | 0.124% | |
1/21/2022 | Asset Dedication LLC | 4,245 | $0.23M | 0.0% | +13.0% | 0.009% | |
1/21/2022 | Trust Co. of Oklahoma | 4,050 | $0.21M | 0.1% | -4.7% | 0.009% | |
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1/20/2022 | America First Investment Advisors LLC | 275,451 | $14.58M | 4.1% | +2.9% | 0.604% | |
1/18/2022 | Asset Management Advisors LLC | 73,223 | $3.88M | 2.6% | +0.5% | 0.161% | |
1/18/2022 | Boenning & Scattergood Inc. | 15,955 | $0.84M | 0.1% | -1.2% | 0.035% | |
1/6/2022 | Carroll Financial Associates Inc. | 66,022 | $3.49M | 0.2% | +2.4% | 0.147% | |
1/3/2022 | EisnerAmper Wealth Management Corporate Benefits LLC | 281,630 | $14.90M | 6.8% | +2.7% | 0.626% | |
11/16/2021 | United Capital Financial Advisers LLC | 14,031 | $0.75M | 0.0% | +8.5% | 0.032% | |
11/15/2021 | Flow Traders U.S. LLC | 4,306 | $0.23M | 0.0% | -94.4% | 0.010% | |
11/12/2021 | OLD Mission Capital LLC | 72,848 | $3.90M | 0.2% | -43.8% | 0.167% | |
11/12/2021 | Johnson Investment Counsel Inc. | 9,386 | $0.50M | 0.0% | -5.3% | 0.021% | |
11/12/2021 | Fieldpoint Private Securities LLC | 46,395 | $2.48M | 0.5% | +12.4% | 0.106% | |