2/16/2023 | United Capital Financial Advisers LLC | 163,426 | $3.99M | 0.0% | -3.5% | 0.174% | |
2/15/2023 | Captrust Financial Advisors | 331,781 | $8.10M | 0.0% | +131.5% | 0.354% | |
2/15/2023 | Azimuth Capital Investment Management LLC | 14,500 | $0.35M | 0.0% | -39.8% | 0.015% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 62,650 | $1.53M | 0.3% | +14.7% | 0.067% | |
2/13/2023 | Black Swift Group LLC | 31,600 | $0.77M | 0.3% | N/A | 0.034% | |
2/13/2023 | Peloton Wealth Strategists | 239,200 | $5.84M | 2.8% | -2.0% | 0.255% | |
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2/10/2023 | Sandy Spring Bank | 207,246 | $5.06M | 0.3% | -12.6% | 0.221% | |
2/10/2023 | Ten Capital Wealth Advisors LLC | 1,430 | $35K | 0.0% | N/A | 0.002% | |
2/9/2023 | Motley Fool Wealth Management LLC | 931,153 | $22.74M | 1.6% | N/A | 0.992% | |
2/9/2023 | Dorsey & Whitney Trust CO LLC | 36,300 | $0.89M | 0.1% | -4.7% | 0.039% | |
2/9/2023 | Gould Asset Management LLC CA | 19,150 | $0.47M | 0.1% | N/A | 0.020% | |
2/8/2023 | InterOcean Capital Group LLC | 473,524 | $11.56M | 0.4% | +108.1% | 0.505% | |
2/7/2023 | First Fiduciary Investment Counsel Inc. | 98,670 | $2.41M | 0.5% | +5.3% | 0.105% | |
2/6/2023 | Princeton Global Asset Management LLC | 79,553 | $1.94M | 0.6% | -6.5% | 0.085% | |
2/3/2023 | Wells Financial Advisors INC | 21,565 | $0.53M | 0.4% | -4.6% | 0.023% | |
2/2/2023 | Spinnaker Trust | 19,800 | $0.48M | 0.0% | -35.0% | 0.021% | |
2/2/2023 | Arrow Financial Corp | 318,100 | $7.77M | 1.1% | -4.2% | 0.339% | |
2/1/2023 | Janney Montgomery Scott LLC | 263,927 | $6.45M | 0.0% | +2.6% | 0.281% | |
1/26/2023 | Strategic Blueprint LLC | 156,000 | $3.81M | 0.4% | +862.4% | 0.166% | |
1/26/2023 | Archford Capital Strategies LLC | 81,036 | $1.98M | 0.5% | -8.7% | 0.086% | |
1/24/2023 | Harbor Investment Advisory LLC | 47,034 | $1.15M | 0.2% | +252.0% | 0.050% | |
1/24/2023 | Pinnacle Bancorp Inc. | 9,286 | $0.23M | 0.1% | -14.0% | 0.010% | |
1/24/2023 | Lyell Wealth Management LP | 293,343 | $7.16M | 1.1% | +12.3% | 0.314% | |
1/24/2023 | Tillar Wenstrup Advisors LLC | 295,053 | $7.21M | 3.5% | -25.2% | 0.319% | |
1/20/2023 | Newman Dignan & Sheerar Inc. | 118,616 | $2.90M | 1.0% | +3.6% | 0.128% | |
1/20/2023 | Miracle Mile Advisors LLC | 231,344 | $5.65M | 0.2% | N/A | 0.250% | |
1/19/2023 | Buffington Mohr McNeal | 114,831 | $2.80M | 0.7% | +51.1% | 0.124% | |
1/17/2023 | Horan Securities Inc. | 5,401 | $0.13M | 0.1% | N/A | 0.006% | |
1/17/2023 | Leavell Investment Management Inc. | 501,830 | $12.26M | 0.9% | -1.3% | 0.542% | |
1/13/2023 | Gofen & Glossberg LLC IL | 26,550 | $0.65M | 0.0% | N/A | 0.029% | |
1/12/2023 | Evensky & Katz LLC | 2,554 | $62K | 0.0% | -17.1% | 0.003% | |
1/11/2023 | Praetorian Wealth Management Inc. | 185,032 | $4.52M | 1.6% | +4.8% | 0.202% | |
1/10/2023 | Norway Savings Bank | 9,105 | $0.22M | 0.1% | -12.1% | 0.010% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 222,893 | $5.44M | 2.0% | -0.2% | 0.246% | |
1/5/2023 | Capital Investment Advisors LLC | 494,958 | $12.09M | 0.4% | +10.6% | 0.551% | |
1/4/2023 | Confluence Investment Management LLC | 305,092 | $7.45M | 0.1% | +8.2% | 0.382% | |
1/3/2023 | Horizons Wealth Management | 11,438 | $0.28M | 0.2% | +5.2% | 0.014% | |
12/8/2022 | Bank of New York Mellon Corp | 211,798 | $5.16M | 0.0% | +2.3% | 0.265% | |
11/16/2022 | Captrust Financial Advisors | 143,340 | $3.49M | 0.0% | -8.9% | 0.174% | |
11/15/2022 | Peloton Wealth Strategists | 244,200 | $5.95M | 3.1% | +0.4% | 0.296% | |
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11/15/2022 | Bank of New York Mellon Corp | 211,798 | $5.16M | 0.0% | +2.3% | 0.265% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 42,647 | $1.04M | 0.1% | +33.7% | 0.053% | |
11/14/2022 | United Capital Financial Advisers LLC | 169,376 | $4.12M | 0.0% | -1.1% | 0.212% | |
11/14/2022 | OLD Mission Capital LLC | 94,497 | $2.30M | 0.1% | +57.7% | 0.118% | |
11/14/2022 | Princeton Global Asset Management LLC | 85,106 | $2.07M | 0.7% | -0.9% | 0.107% | |
11/9/2022 | Hallmark Capital Management Inc. | 81,888 | $1.99M | 0.2% | +5.4% | 0.103% | |
11/9/2022 | Wells Financial Advisors INC | 22,615 | $0.55M | 0.5% | -27.4% | 0.028% | |
11/9/2022 | CORDA Investment Management LLC. | 1,018,739 | $24.81M | 2.2% | +0.1% | 1.276% | |
11/8/2022 | Strategic Blueprint LLC | 16,209 | $0.40M | 0.0% | N/A | 0.020% | |
11/7/2022 | Arrow Financial Corp | 332,212 | $8.09M | 1.2% | -0.3% | 0.416% | |
11/3/2022 | Windsor Capital Management LLC | 445,699 | $10.85M | 4.1% | +3.4% | 0.558% | |
11/2/2022 | Sandy Spring Bank | 237,056 | $5.77M | 0.4% | -6.5% | 0.297% | |
11/1/2022 | Harbor Investment Advisory LLC | 13,361 | $0.33M | 0.1% | +142.9% | 0.017% | |
10/28/2022 | Spinnaker Trust | 30,468 | $0.74M | 0.1% | -19.7% | 0.038% | |
10/27/2022 | US Bancorp DE | 1,836,229 | $44.71M | 0.1% | +9.2% | 2.313% | |
10/27/2022 | Absolute Capital Management LLC | 16,617 | $0.41M | 0.5% | -17.1% | 0.021% | |
10/25/2022 | Janney Montgomery Scott LLC | 257,277 | $6.27M | 0.0% | +7.0% | 0.325% | |
10/25/2022 | Vigilant Capital Management LLC | 3,410 | $83K | 0.0% | +51.6% | 0.004% | |
10/25/2022 | Pinnacle Bancorp Inc. | 10,797 | $0.26M | 0.1% | +39.9% | 0.014% | |
10/24/2022 | Lyell Wealth Management LP | 261,296 | $6.36M | 1.1% | +15.8% | 0.330% | |
10/19/2022 | Evensky & Katz LLC | 3,079 | $75K | 0.0% | -40.3% | 0.004% | |
10/19/2022 | Praetorian Wealth Management Inc. | 176,570 | $4.30M | 1.6% | +0.8% | 0.225% | |
10/18/2022 | Newman Dignan & Sheerar Inc. | 114,504 | $2.79M | 0.4% | +13.2% | 0.146% | |
10/17/2022 | Leavell Investment Management Inc. | 508,520 | $12.38M | 1.0% | +25.2% | 0.647% | |
10/17/2022 | Archford Capital Strategies LLC | 88,758 | $2.16M | 0.6% | +6.4% | 0.113% | |
10/14/2022 | Guidance Point Advisors LLC | 24,384 | $0.59M | 0.3% | +13.4% | 0.031% | |
10/11/2022 | Buffington Mohr McNeal | 76,019 | $1.85M | 0.4% | +48.0% | 0.099% | |
10/6/2022 | MinichMacGregor Wealth Management LLC | 223,359 | $5.44M | 2.2% | +4.3% | 0.293% | |
10/5/2022 | Capital Investment Advisors LLC | 447,701 | $10.90M | 0.4% | +3.0% | 0.587% | |
10/3/2022 | Confluence Investment Management LLC | 281,871 | $6.86M | 0.1% | +61.5% | 0.395% | |
9/16/2022 | Private Trust Co. NA | 1,663 | $41K | 0.0% | N/A | 0.002% | |
8/23/2022 | Captrust Financial Advisors | 157,398 | $3.90M | 0.0% | +1,033.7% | 0.220% | |
8/19/2022 | Horizons Wealth Management | 10,868 | $0.27M | 0.2% | N/A | 0.015% | |
8/16/2022 | Captrust Financial Advisors | 157,398 | $3.90M | 0.0% | +1,033.7% | 0.220% | |
8/15/2022 | Bramshill Investments LLC | 17,864 | $0.44M | 0.1% | N/A | 0.025% | |
8/15/2022 | InterOcean Capital Group LLC | 141,145 | $3.49M | 0.1% | N/A | 0.198% | |
8/12/2022 | First Interstate Bank | 32,224 | $0.80M | 0.1% | N/A | 0.045% | |
8/12/2022 | Dorsey & Whitney Trust CO LLC | 43,900 | $1.09M | 0.1% | +139.9% | 0.061% | |
8/12/2022 | Azimuth Capital Investment Management LLC | 249,705 | $6.18M | 0.3% | N/A | 0.350% | |
8/12/2022 | United Capital Financial Advisers LLC | 171,294 | $4.24M | 0.0% | -3.3% | 0.240% | |
8/11/2022 | Cribstone Capital Management LLC | 209,568 | $5.19M | 3.2% | -2.8% | 0.294% | |
8/10/2022 | CORDA Investment Management LLC. | 1,017,273 | $25.18M | 2.1% | +1.9% | 1.425% | |
8/5/2022 | Absolute Capital Management LLC | 20,040 | $0.50M | 0.8% | N/A | 0.028% | |
8/5/2022 | OLD Mission Capital LLC | 59,935 | $1.48M | 0.0% | N/A | 0.084% | |
8/4/2022 | Princeton Global Asset Management LLC | 85,865 | $2.13M | 0.7% | +3.0% | 0.120% | |
8/3/2022 | Janney Montgomery Scott LLC | 240,381 | $5.94M | 0.0% | -3.3% | 0.337% | |
8/3/2022 | Valeo Financial Advisors LLC | 8,360 | $0.21M | 0.0% | N/A | 0.012% | |
8/3/2022 | Newman Dignan & Sheerar Inc. | 101,114 | $2.50M | 0.9% | N/A | 0.142% | |
8/3/2022 | Sonata Capital Group Inc. | 228,115 | $5.65M | 2.9% | -0.7% | 0.319% | |
8/2/2022 | American Money Management LLC | 30,583 | $0.76M | 0.2% | -3.0% | 0.043% | |
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8/1/2022 | Hallmark Capital Management Inc. | 77,675 | $1.92M | 0.2% | N/A | 0.109% | |
8/1/2022 | US Bancorp DE | 1,681,441 | $41.62M | 0.1% | +3.7% | 2.355% | |
7/28/2022 | Exchange Capital Management Inc. | 37,275 | $0.92M | 0.2% | -2.1% | 0.053% | |
7/28/2022 | Leavell Investment Management Inc. | 406,327 | $10.06M | 0.8% | +24.1% | 0.574% | |
7/25/2022 | Spinnaker Trust | 37,940 | $0.94M | 0.1% | -1.7% | 0.054% | |
7/25/2022 | Arrow Financial Corp | 333,217 | $8.25M | 1.1% | +466.0% | 0.474% | |
7/22/2022 | Tillar Wenstrup Advisors LLC | 394,406 | $9.76M | 4.9% | +6.7% | 0.567% | |
7/21/2022 | Sandy Spring Bank | 253,651 | $6.28M | 0.4% | -4.4% | 0.364% | |
7/19/2022 | Buffington Mohr McNeal | 51,375 | $1.27M | 0.3% | +53.7% | 0.074% | |
7/19/2022 | Evensky & Katz LLC | 5,159 | $0.13M | 0.0% | -99.6% | 0.007% | |