5/2/2025 | Cullen Frost Bankers Inc. | 316,956 | $12.30M | 0.2% | -38.7% | 0.257% | |
5/1/2025 | LRI Investments LLC | 26,672 | $1.04M | 0.1% | +41.8% | 0.022% | |
4/30/2025 | Greenleaf Trust | 204,040 | $7.92M | 0.1% | -4.0% | 0.165% | |
4/29/2025 | TD Private Client Wealth LLC | 10,061 | $390K | 0.0% | -27.5% | 0.008% | |
4/29/2025 | Bank of New York Mellon Corp | 8,152 | $316K | 0.0% | +30.0% | 0.007% | |
4/28/2025 | Money Design Co. Ltd. | 78,288 | $3.04M | 0.2% | +1.0% | 0.063% | |
4/25/2025 | Kendall Capital Management | 21,272 | $826K | 0.2% | +13.7% | 0.017% | |
4/24/2025 | Golden State Wealth Management LLC | 777 | $30K | 0.0% | N/A | 0.001% | |
4/24/2025 | Transcend Capital Advisors LLC | 28,473 | $1.11M | 0.1% | N/A | 0.023% | |
4/23/2025 | Golden State Wealth Management LLC | 1,553 | $60K | 0.0% | N/A | 0.001% | |
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4/23/2025 | Bessemer Group Inc. | 117,032 | $4.54M | 0.0% | -1.9% | 0.095% | |
4/23/2025 | Steph & Co. | 207,880 | $8.07M | 2.9% | -1.3% | 0.168% | |
4/23/2025 | Horizon Bancorp Inc. IN | 68,288 | $2.65M | 1.5% | -15.5% | 0.055% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,153 | $1.21M | 0.0% | +2.6% | 0.025% | |
4/21/2025 | Essex Savings Bank | 6,020 | $234K | 0.1% | -5.5% | 0.005% | |
4/21/2025 | S. R. Schill & Associates | 113,403 | $4.40M | 3.5% | +19.4% | 0.092% | |
4/17/2025 | NBT Bank N A NY | 1,006,728 | $39.07M | 2.8% | -13.8% | 0.794% | |
4/17/2025 | Missouri Trust & Investment Co | 70,846 | $2.75M | 1.0% | +7.4% | 0.056% | |
4/16/2025 | IAG Wealth Partners LLC | 101,691 | $3.95M | 0.6% | -43.7% | 0.080% | |
4/11/2025 | Principia Wealth Advisory LLC | 4,582 | $165K | 0.2% | -33.4% | 0.004% | |
4/11/2025 | Independence Bank of Kentucky | 20,115 | $781K | 0.1% | -41.9% | 0.016% | |
4/9/2025 | ST Germain D J Co. Inc. | 2,855 | $111K | 0.0% | N/A | 0.002% | |
4/3/2025 | Versant Capital Management Inc | 565,218 | $21.94M | 3.7% | +6.4% | 0.446% | |
4/2/2025 | Park National Corp OH | 22,683 | $880K | 0.0% | -35.5% | 0.018% | |
2/17/2025 | Studio Investment Management LLC | 25,745 | $936K | 0.2% | -4.8% | 0.016% | |
2/17/2025 | Baird Financial Group Inc. | 17,579 | $639K | 0.0% | +4.1% | 0.011% | |
2/17/2025 | Ameriprise Financial Inc. | 699,561 | $25.44M | 0.0% | +10.7% | 0.443% | |
2/14/2025 | Tudor Investment Corp ET AL | 5,547 | $202K | 0.0% | -91.0% | 0.004% | |
2/14/2025 | Betterment LLC | 7,229 | $263K | 0.0% | +37.5% | 0.005% | |
2/14/2025 | Integrated Wealth Concepts LLC | 8,804 | $320K | 0.0% | +18.0% | 0.006% | |
2/13/2025 | Operose Advisors LLC | 1,577 | $57K | 0.0% | -32.8% | 0.001% | |
2/13/2025 | Keeley Teton Advisors LLC | 19,016 | $691K | 0.1% | -19.1% | 0.012% | |
2/13/2025 | Nicolet Bankshares Inc. | 41,744 | $1.52M | 0.4% | +100.6% | 0.026% | |
2/13/2025 | Bessemer Group Inc. | 119,332 | $4.34M | 0.0% | -3.9% | 0.076% | |
2/12/2025 | OLD Mission Capital LLC | 580,750 | $21.12M | 0.3% | N/A | 0.368% | |
2/12/2025 | Seven Mile Advisory | 9,438 | $343K | 0.2% | -44.9% | 0.006% | |
2/12/2025 | Brown Brothers Harriman & Co. | 20,445 | $743K | 0.0% | +1.5% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 36,543 | $1.33M | 0.0% | +681.2% | 0.023% | |
2/11/2025 | TD Private Client Wealth LLC | 13,873 | $504K | 0.0% | +7.5% | 0.009% | |
2/10/2025 | IAG Wealth Partners LLC | 180,546 | $6.57M | 1.2% | +8.2% | 0.114% | |
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2/7/2025 | NBT Bank N A NY | 1,167,652 | $42.46M | 3.0% | +2.2% | 0.740% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 10,613 | $386K | 0.0% | +24.4% | 0.007% | |
2/6/2025 | Cullen Frost Bankers Inc. | 516,685 | $18.79M | 0.3% | -35.2% | 0.327% | |
2/6/2025 | Jones Financial Companies Lllp | 4,931 | $179K | 0.0% | +11.1% | 0.003% | |
2/5/2025 | Connable Office Inc. | 892,150 | $32.44M | 3.4% | +19.8% | 0.565% | |
2/5/2025 | West Michigan Advisors LLC | 6,369 | $232K | 0.1% | -10.2% | 0.004% | |
2/5/2025 | SVB Wealth LLC | 164,467 | $5.98M | 0.1% | N/A | 0.104% | |
2/4/2025 | Bank of New York Mellon Corp | 6,269 | $228K | 0.0% | -51.9% | 0.004% | |
2/4/2025 | Edge Capital Group LLC | 5,525 | $201K | 0.0% | -16.5% | 0.004% | |
2/3/2025 | FDx Advisors Inc. | 65,912 | $2.40M | 0.7% | -5.1% | 0.042% | |
1/31/2025 | Citizens & Northern Corp | 56,338 | $2.05M | 0.6% | -89.3% | 0.036% | |
1/30/2025 | L.M. Kohn & Company | 25,532 | $928K | 0.2% | +9.1% | 0.016% | |
1/29/2025 | Equitable Trust Co. | 14,334 | $521K | 0.0% | -89.2% | 0.009% | |
1/24/2025 | Greenleaf Trust | 212,584 | $7.73M | 0.1% | -0.9% | 0.135% | |
1/24/2025 | Independence Bank of Kentucky | 34,651 | $1.26M | 0.2% | -18.2% | 0.022% | |
1/23/2025 | OLD Second National Bank of Aurora | 4,484 | $163K | 0.0% | N/A | 0.003% | |
1/23/2025 | Money Design Co. Ltd. | 77,525 | $2.80M | 0.1% | -14.7% | 0.049% | |
1/22/2025 | S. R. Schill & Associates | 94,975 | $3.45M | 2.9% | -8.5% | 0.060% | |
1/17/2025 | Arkansas Financial Group Inc. | 225,079 | $8.18M | 1.3% | -0.9% | 0.143% | |
1/17/2025 | Avior Wealth Management LLC | 1,552 | $56K | 0.0% | +977.8% | 0.001% | |
1/17/2025 | Missouri Trust & Investment Co | 65,991 | $2.40M | 0.8% | +6.3% | 0.042% | |
1/14/2025 | Steph & Co. | 210,610 | $7.66M | 2.6% | -31.9% | 0.133% | |
1/14/2025 | Essex Savings Bank | 6,371 | $232K | 0.1% | N/A | 0.004% | |
1/13/2025 | Horizon Bancorp Inc. IN | 80,775 | $2.94M | 1.4% | -16.5% | 0.051% | |
1/8/2025 | Park National Corp OH | 35,171 | $1.28M | 0.0% | -8.6% | 0.022% | |
1/3/2025 | Versant Capital Management Inc | 531,053 | $19.31M | 4.2% | +3.8% | 0.337% | |
12/26/2024 | JPMorgan Chase & Co. | 4,678 | $193K | 0.0% | -73.5% | 0.003% | |
11/18/2024 | TD Private Client Wealth LLC | 12,902 | $532K | 0.0% | -33.4% | 0.008% | |
11/15/2024 | LRI Investments LLC | 18,797 | $727K | 0.1% | N/A | 0.012% | |
11/14/2024 | L.M. Kohn & Company | 23,409 | $966K | 0.2% | +3.0% | 0.015% | |
11/14/2024 | Flow Traders U.S. LLC | 291,698 | $12.03M | 0.6% | +436.1% | 0.185% | |
11/14/2024 | Captrust Financial Advisors | 10,296 | $425K | 0.0% | +55.1% | 0.007% | |
11/13/2024 | BNP Paribas Financial Markets | 1,096 | $45K | 0.0% | +54,700.0% | 0.001% | |
11/13/2024 | Brown Brothers Harriman & Co. | 20,145 | $831K | 0.0% | -10.7% | 0.013% | |
11/12/2024 | Studio Investment Management LLC | 27,048 | $1.12M | 0.2% | +1.7% | 0.017% | |
11/7/2024 | MAI Capital Management | 156,785 | $6.47M | 0.1% | +2.0% | 0.099% | |
11/6/2024 | Connable Office Inc. | 744,510 | $30.71M | 3.1% | +1.2% | 0.472% | |
11/5/2024 | Missouri Trust & Investment Co | 62,054 | $2.56M | 0.9% | +10.8% | 0.039% | |
11/5/2024 | FDx Advisors Inc. | 69,429 | $2.86M | 0.8% | -1.5% | 0.044% | |
11/1/2024 | Equitable Trust Co. | 133,271 | $5.50M | 0.4% | -32.2% | 0.084% | |
11/1/2024 | Hollencrest Capital Management | 4,097 | $169K | 0.0% | -64.9% | 0.003% | |
10/29/2024 | IAG Wealth Partners LLC | 166,801 | $6.88M | 1.3% | +11.3% | 0.106% | |
10/29/2024 | White Pine Investment CO | 17,435 | $719K | 0.2% | -51.6% | 0.011% | |
10/24/2024 | Horizon Bancorp Inc. IN | 96,711 | $3.99M | 1.8% | -72.2% | 0.061% | |
10/23/2024 | West Michigan Advisors LLC | 7,091 | $293K | 0.1% | -53.2% | 0.004% | |
10/21/2024 | Whittier Trust Co. | 6,628 | $273K | 0.0% | -42.5% | 0.004% | |
10/9/2024 | Independence Bank of Kentucky | 42,380 | $1.75M | 0.4% | -10.2% | 0.027% | |
10/9/2024 | Money Design Co. Ltd. | 90,922 | $3.75M | 0.2% | -8.8% | 0.058% | |
10/8/2024 | First PREMIER Bank | 12,400 | $512K | 0.1% | N/A | 0.008% | |
10/8/2024 | Versant Capital Management Inc | 511,715 | $21.11M | 4.8% | +3.9% | 0.324% | |
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10/5/2024 | Quent Capital LLC | 1,243 | $51K | 0.0% | +182.5% | 0.001% | |
10/5/2024 | Arkansas Financial Group Inc. | 227,048 | $9.37M | 1.4% | +2.0% | 0.144% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 823 | $34K | 0.0% | N/A | 0.001% | |
10/1/2024 | Park National Corp OH | 38,495 | $1.59M | 0.1% | -29.2% | 0.024% | |
8/28/2024 | Farmers National Bank | 266,217 | $10.69M | 3.2% | -3.9% | 0.169% | |
8/12/2024 | Kendall Capital Management | 18,896 | $758K | 0.3% | -11.3% | 0.012% | |
8/9/2024 | Brown Brothers Harriman & Co. | 22,559 | $906K | 0.0% | -4.6% | 0.014% | |
8/7/2024 | Studio Investment Management LLC | 26,585 | $1.07M | 0.2% | +15.3% | 0.017% | |
8/7/2024 | Beam Wealth Advisors Inc. | 20,329 | $816K | 0.3% | N/A | 0.013% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 9,528 | $382K | 0.0% | -9.5% | 0.006% | |