10/9/2025 | Newman Dignan & Sheerar Inc. | 22,342 | $570K | 0.1% | +36.1% | 0.190% | |
10/7/2025 | Lbmc Investment Advisors LLC | 260,666 | $6.66M | 0.4% | +15.9% | 2.237% | |
8/14/2025 | NewEdge Advisors LLC | 82,917 | $2.09M | 0.0% | -1.7% | 0.793% | |
8/13/2025 | Flow Traders U.S. LLC | 21,128 | $533K | 0.0% | N/A | 0.202% | |
8/6/2025 | Atlantic Union Bankshares Corp | 56,112 | $1.42M | 0.0% | N/A | 0.537% | |
8/4/2025 | Spinnaker Trust | 16,450 | $415K | 0.0% | N/A | 0.157% | |
7/31/2025 | Leavell Investment Management Inc. | 28,863 | $728K | 0.0% | +108.9% | 0.276% | |
7/29/2025 | Curbstone Financial Management Corp | 27,970 | $706K | 0.1% | N/A | 0.269% | |
7/21/2025 | Exchange Capital Management Inc. | 15,629 | $394K | 0.1% | -7.4% | 0.152% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 16,414 | $414K | 0.1% | +9.4% | 0.160% | |
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7/9/2025 | Praetorian Wealth Management Inc. | 173,871 | $4.69M | 1.1% | +3.6% | 1.713% | |
7/9/2025 | Lbmc Investment Advisors LLC | 224,821 | $5.67M | 0.4% | +100.0% | 2.215% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 12,545 | $317K | 0.0% | N/A | 0.124% | |
7/8/2025 | Parallel Advisors LLC | 20,880 | $527K | 0.0% | +6.0% | 0.206% | |
7/1/2025 | Confluence Investment Management LLC | 79,369 | $2.00M | 0.0% | +544.1% | 0.840% | |
5/16/2025 | NewEdge Advisors LLC | 84,353 | $2.11M | 0.0% | -20.3% | 0.888% | |
5/9/2025 | Cary Street Partners Financial LLC | 7,996 | $200K | 0.0% | N/A | 0.088% | |
4/16/2025 | Praetorian Wealth Management Inc. | 167,865 | $4.20M | 1.0% | +9.2% | 1.908% | |
4/11/2025 | Princeton Global Asset Management LLC | 1,100 | $28K | 0.0% | N/A | 0.013% | |
4/9/2025 | Lbmc Investment Advisors LLC | 112,413 | $2.82M | 0.2% | +67.0% | 1.277% | |
2/18/2025 | 10Elms LLP | 16,200 | $405K | 0.4% | N/A | 0.421% | |
2/14/2025 | Integrated Wealth Concepts LLC | 39,500 | $987K | 0.0% | N/A | 1.026% | |
2/13/2025 | United Capital Financial Advisors LLC | 76,363 | $1.91M | 0.0% | N/A | 1.983% | |
2/11/2025 | Sandy Spring Bank | 48,305 | $1.21M | 0.0% | +29.7% | 1.255% | |
2/5/2025 | Noble Wealth Management PBC | 2,000 | $50K | 0.0% | N/A | 0.052% | |
2/4/2025 | Exchange Capital Management Inc. | 17,939 | $448K | 0.1% | -5.7% | 0.466% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 15,001 | $375K | 0.1% | N/A | 0.390% | |
1/29/2025 | Leavell Investment Management Inc. | 13,653 | $341K | 0.0% | +62.5% | 0.355% | |
1/23/2025 | Crews Bank & Trust | 17,710 | $442K | 0.1% | N/A | 0.460% | |
1/21/2025 | Blue Square Asset Management LLC | 30,244 | $755K | 0.4% | N/A | 0.786% | |
1/16/2025 | Lbmc Investment Advisors LLC | 67,329 | $1.68M | 0.1% | N/A | 1.749% | |
1/10/2025 | Praetorian Wealth Management Inc. | 153,688 | $3.84M | 0.9% | +29.9% | 3.992% | |
11/1/2024 | Leavell Investment Management Inc. | 8,403 | $214K | 0.0% | N/A | 0.218% | |
10/31/2024 | Confluence Investment Management LLC | 12,139 | $309K | 0.0% | +4.2% | 0.315% | |
10/16/2024 | Buffington Mohr McNeal | 10,020 | $255K | 0.0% | N/A | 0.260% | |
10/2/2024 | Praetorian Wealth Management Inc. | 118,268 | $3.02M | 0.8% | +10.7% | 3.072% | |
8/8/2024 | Parallel Advisors LLC | 17,431 | $433K | 0.0% | +22.5% | 0.453% | |
8/8/2024 | STAR Financial Bank | 11,960 | $297K | 0.2% | N/A | 0.311% | |
7/30/2024 | International Assets Investment Management LLC | 5,657 | $128K | 0.0% | N/A | 0.147% | |
7/23/2024 | Exchange Capital Management Inc. | 13,689 | $340K | 0.1% | N/A | 0.356% | |
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7/17/2024 | Archford Capital Strategies LLC | 8,580 | $213K | 0.0% | N/A | 0.223% | |
7/10/2024 | Praetorian Wealth Management Inc. | 106,824 | $2.66M | 0.7% | +18.0% | 2.775% | |
7/1/2024 | Confluence Investment Management LLC | 11,649 | $290K | 0.0% | -9.6% | 0.303% | |
4/10/2024 | Praetorian Wealth Management Inc. | 90,533 | $2.29M | 0.6% | +115.2% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 12,886 | $325K | 0.0% | N/A | 0.000% | |
1/26/2024 | Sandy Spring Bank | 8,780 | $225K | 0.0% | +80.7% | 0.000% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 8,830 | $226K | 0.0% | N/A | 0.000% | |
1/11/2024 | Praetorian Wealth Management Inc. | 42,069 | $1.08M | 0.3% | N/A | 0.000% | |
10/30/2023 | Sandy Spring Bank | 4,860 | $116K | 0.0% | +59.9% | 0.000% | |
10/10/2023 | Confluence Investment Management LLC | 12,887 | $308K | 0.0% | N/A | 0.000% | |