2/20/2024 | Able Wealth Management LLC | 7,654 | $0.23M | 0.2% | N/A | 0.010% | |
2/15/2024 | Gould Capital LLC | 83,242 | $2.55M | 1.9% | +2.2% | 0.106% | |
2/15/2024 | Baird Financial Group Inc. | 276,805 | $8.47M | 0.0% | -4.7% | 0.351% | |
2/15/2024 | Comerica Bank | 26,535 | $0.81M | 0.0% | +162.3% | 0.034% | |
2/12/2024 | Fiduciary Trust Co | 31,623 | $0.97M | 0.0% | +19.1% | 0.040% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 17,653 | $0.54M | 0.1% | +11.4% | 0.022% | |
|
2/8/2024 | Rock Point Advisors LLC | 17,995 | $0.55M | 0.2% | -24.9% | 0.023% | |
2/7/2024 | NBC Securities Inc. | 32,801 | $1M | 0.1% | -24.5% | 0.042% | |
2/7/2024 | AGF Management Ltd. | 13,780 | $0.42M | 0.0% | -10.3% | 0.017% | |
2/7/2024 | Ethos Financial Group LLC | 8,015 | $0.25M | 0.1% | N/A | 0.010% | |
2/5/2024 | Triumph Capital Management | 15,021 | $0.46M | 0.2% | -22.2% | 0.019% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 267,766 | $8.19M | 1.0% | +0.1% | 0.339% | |
2/5/2024 | Fernwood Investment Management LLC | 32,000 | $0.98M | 0.2% | -20.0% | 0.041% | |
2/2/2024 | Terril Brothers Inc. | 191,540 | $5.86M | 2.1% | -3.2% | 0.243% | |
2/1/2024 | NewSquare Capital LLC | 231,321 | $7.08M | 0.7% | -2.4% | 0.293% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,786 | $55K | 0.0% | N/A | 0.002% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 295,723 | $9.05M | 0.1% | -1.2% | 0.375% | |
1/24/2024 | Private Trust Co. NA | 8,336 | $0.26M | 0.0% | -5.9% | 0.011% | |
1/23/2024 | TIAA Trust National Association | 1,826,927 | $55.89M | 0.2% | -14.0% | 2.315% | |
1/11/2024 | Avity Investment Management Inc. | 23,147 | $0.71M | 0.1% | +3.6% | 0.029% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 97,833 | $2.99M | 0.3% | +27,075.8% | 0.124% | |
1/8/2024 | Curbstone Financial Management Corp | 588,112 | $17.99M | 4.1% | +21.8% | 0.745% | |
1/8/2024 | Vigilare Wealth Management | 19,380 | $0.59M | 0.3% | N/A | 0.025% | |
1/2/2024 | Appleton Partners Inc. MA | 204,399 | $6.25M | 0.5% | +1.8% | 0.259% | |
11/15/2023 | Ameriprise Financial Inc. | 3,453,756 | $106.10M | 0.0% | -48.2% | 4.377% | |
11/9/2023 | Gould Capital LLC | 81,481 | $2.49M | 2.0% | +2.1% | 0.103% | |
11/9/2023 | Rock Point Advisors LLC | 23,970 | $0.74M | 0.3% | -22.0% | 0.030% | |
11/9/2023 | Betterment LLC | 6,827 | $0.21M | 0.0% | N/A | 0.009% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 299,243 | $9.19M | 0.2% | -15.9% | 0.379% | |
11/8/2023 | Terril Brothers Inc. | 197,840 | $6.08M | 2.9% | -2.9% | 0.251% | |
11/8/2023 | Penobscot Investment Management Company Inc. | 267,421 | $8.22M | 1.1% | -0.6% | 0.339% | |
11/6/2023 | L.M. Kohn & Company | 8,467 | $0.26M | 0.1% | -15.7% | 0.011% | |
11/4/2023 | NBC Securities Inc. | 43,437 | $1.33M | 0.1% | N/A | 0.055% | |
11/4/2023 | Q3 Asset Management | 83,894 | $2.58M | 1.0% | -1.8% | 0.106% | |
11/3/2023 | NewSquare Capital LLC | 236,981 | $7.28M | 0.8% | -0.5% | 0.300% | |
10/31/2023 | Triumph Capital Management | 19,305 | $0.59M | 0.3% | -64.1% | 0.024% | |
10/27/2023 | TIAA Trust National Association | 2,123,567 | $65.24M | 0.2% | N/A | 2.691% | |
10/24/2023 | Bank of New York Mellon Corp | 54,525 | $1.68M | 0.0% | -7.8% | 0.069% | |
10/23/2023 | YHB Investment Advisors Inc. | 40,331 | $1.24M | 0.1% | -5.1% | 0.051% | |
10/23/2023 | ST Germain D J Co. Inc. | 112,336 | $3.45M | 0.2% | -28.8% | 0.142% | |
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10/23/2023 | Boyd Watterson Asset Management LLC OH | 1,953 | $60K | 0.0% | -40.1% | 0.002% | |
10/18/2023 | Avity Investment Management Inc. | 22,347 | $0.69M | 0.1% | -8.2% | 0.028% | |
10/10/2023 | Bank of New Hampshire | 119,961 | $3.69M | 1.1% | -1.1% | 0.152% | |
10/3/2023 | Appleton Partners Inc. MA | 200,708 | $6.17M | 0.5% | +0.3% | 0.254% | |
9/7/2023 | ST Germain D J Co. Inc. | 157,886 | $4.85M | 0.3% | N/A | 0.200% | |
8/15/2023 | Fairfield Bush & CO. | 2,266 | $70K | 0.0% | N/A | 0.003% | |
8/15/2023 | Retirement Group LLC | 3,151 | $97K | 0.0% | -14.4% | 0.004% | |
8/15/2023 | IHT Wealth Management LLC | 45,668 | $1.40M | 0.1% | +439.3% | 0.058% | |
8/14/2023 | Gould Capital LLC | 79,822 | $2.45M | 1.9% | -1.9% | 0.101% | |
8/14/2023 | Mount Lucas Management LP | 16,842 | $0.52M | 0.2% | -4.1% | 0.021% | |
8/11/2023 | Baird Financial Group Inc. | 292,984 | $8.99M | 0.0% | +1.9% | 0.371% | |
8/11/2023 | JPMorgan Chase & Co. | 15,691 | $0.48M | 0.0% | +62.2% | 0.020% | |
8/10/2023 | Penobscot Investment Management Company Inc. | 269,166 | $8.26M | 1.4% | -1.4% | 0.334% | |
8/10/2023 | YHB Investment Advisors Inc. | 42,516 | $1.31M | 0.1% | -4.1% | 0.053% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 1,403 | $43K | 0.0% | N/A | 0.002% | |
8/9/2023 | Flow Traders U.S. LLC | 17,130 | $0.53M | 0.0% | -85.3% | 0.021% | |
8/7/2023 | Dean Investment Associates LLC | 279,621 | $8.58M | 1.4% | +1.7% | 0.347% | |
8/4/2023 | Terril Brothers Inc. | 203,780 | $6.25M | 2.8% | -11.8% | 0.253% | |
8/3/2023 | NewSquare Capital LLC | 238,265 | $7.31M | 0.8% | +1.0% | 0.296% | |
8/3/2023 | Eldridge Investment Advisors Inc. | 7,665 | $0.24M | 0.1% | -24.1% | 0.010% | |
8/3/2023 | Bank of New York Mellon Corp | 59,141 | $1.82M | 0.0% | -15.4% | 0.073% | |
8/1/2023 | Fiduciary Trust Co. | 26,558 | $0.82M | 0.0% | +6.4% | 0.033% | |
7/31/2023 | Smith Chas P & Associates PA Cpas | 13,201 | $0.41M | 0.0% | -3.0% | 0.016% | |
7/31/2023 | TIAA FSB | 1,514,522 | $46.48M | 0.2% | +41.4% | 1.881% | |
7/28/2023 | Q3 Asset Management | 85,449 | $2.62M | 1.3% | N/A | 0.106% | |
7/28/2023 | Bank of New Hampshire | 121,310 | $3.72M | 1.1% | +0.9% | 0.151% | |
7/24/2023 | Vantage Investment Partners LLC | 24,607 | $0.76M | 0.1% | -27.3% | 0.031% | |
7/21/2023 | Graypoint LLC | 18,618 | $0.57M | 0.1% | -3.0% | 0.023% | |
7/18/2023 | Hanson & Doremus Investment Management | 5,610 | $0.17M | 0.0% | -6.6% | 0.007% | |
7/17/2023 | Avity Investment Management Inc. | 24,347 | $0.75M | 0.1% | -14.3% | 0.030% | |
7/10/2023 | Appleton Partners Inc. MA | 200,181 | $6.14M | 0.5% | -3.3% | 0.249% | |
7/5/2023 | Curbstone Financial Management Corp | 482,964 | $14.82M | 3.5% | -1.1% | 0.604% | |
6/9/2023 | Laraway Financial Advisors Inc | 21,082 | $0.64M | 0.7% | -7.6% | 0.023% | |
5/22/2023 | Ameriprise Financial Inc. | 10,350,332 | $314.70M | 0.1% | -1.5% | 11.349% | |
5/18/2023 | JPMorgan Chase & Co. | 9,675 | $0.29M | 0.0% | -95.0% | 0.011% | |
5/17/2023 | Sunbelt Securities Inc. | 1,808 | $55K | 0.0% | N/A | 0.002% | |
5/16/2023 | Colony Group LLC | 23,985 | $0.73M | 0.0% | N/A | 0.026% | |
5/15/2023 | IHT Wealth Management LLC | 8,468 | $0.26M | 0.0% | N/A | 0.009% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 9,305 | $0.28M | 0.0% | N/A | 0.010% | |
5/15/2023 | Flow Traders U.S. LLC | 116,274 | $3.54M | 0.1% | N/A | 0.127% | |
5/12/2023 | Curbstone Financial Management Corp | 488,564 | $14.87M | 3.6% | -3.8% | 0.536% | |
5/12/2023 | Moloney Securities Asset Management LLC | 60,770 | $1.85M | 0.3% | N/A | 0.067% | |
5/10/2023 | WealthPLAN Partners LLC | 1,300 | $40K | 0.0% | N/A | 0.001% | |
5/9/2023 | Portland Global Advisors LLC | 381,081 | $11.60M | 2.0% | -1.0% | 0.418% | |
5/9/2023 | Bank of New York Mellon Corp | 69,890 | $2.13M | 0.0% | -48.6% | 0.077% | |
5/8/2023 | Terril Brothers Inc. | 230,975 | $7.03M | 3.3% | -14.2% | 0.253% | |
5/8/2023 | YHB Investment Advisors Inc. | 44,356 | $1.35M | 0.1% | -8.7% | 0.049% | |
5/8/2023 | L.M. Kohn & Company | 11,112 | $0.34M | 0.1% | -46.3% | 0.012% | |
5/8/2023 | Triumph Capital Management | 53,802 | $1.64M | 0.8% | N/A | 0.059% | |
5/8/2023 | Penobscot Investment Management Company Inc. | 272,861 | $8.30M | 1.4% | -6.4% | 0.299% | |
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5/5/2023 | Assetmark Inc. | 126,538 | $3.85M | 0.0% | -62.2% | 0.139% | |
5/2/2023 | Graypoint LLC | 19,189 | $0.58M | 0.1% | -42.5% | 0.021% | |
5/1/2023 | NewSquare Capital LLC | 235,880 | $7.18M | 0.8% | -15.8% | 0.259% | |
4/28/2023 | Janney Montgomery Scott LLC | 7,006 | $0.21M | 0.0% | -37.6% | 0.008% | |
4/24/2023 | Greenwich Wealth Management LLC | 65,965 | $2.01M | 0.2% | -11.2% | 0.072% | |
4/19/2023 | Carmel Capital Partners LLC | 1,310 | $40K | 0.0% | N/A | 0.001% | |
4/19/2023 | TIAA FSB | 1,070,853 | $32.59M | 0.1% | +30.5% | 1.174% | |
4/18/2023 | Hanson & Doremus Investment Management | 6,007 | $0.18M | 0.0% | -35.9% | 0.007% | |
4/18/2023 | Vantage Investment Partners LLC | 33,835 | $1.03M | 0.1% | -4.2% | 0.037% | |
4/18/2023 | Avity Investment Management Inc. | 28,397 | $0.86M | 0.1% | -6.4% | 0.031% | |