4/26/2024 | YHB Investment Advisors Inc. | 1,600 | $107K | 0.0% | N/A | 0.001% | |
4/24/2024 | Leavell Investment Management Inc. | 34,126 | $2.29M | 0.1% | +3.5% | 0.017% | |
4/23/2024 | Arbor Investment Advisors LLC | 55,397 | $3.72M | 0.5% | -2.3% | 0.028% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 11,028 | $740K | 0.0% | -17.4% | 0.005% | |
4/19/2024 | Amarillo National Bank | 742,111 | $49.82M | 9.3% | -0.4% | 0.412% | |
4/16/2024 | First National Bank Sioux Falls | 158,707 | $10.65M | 5.8% | +19.0% | 0.088% | |
|
4/15/2024 | Future Financial Wealth Managment LLC | 368 | $25K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 4,008 | $269K | 0.0% | +6.1% | 0.002% | |
4/11/2024 | Fortitude Family Office LLC | 149,037 | $10.01M | 6.7% | +23.0% | 0.083% | |
4/10/2024 | American National Bank | 4,207 | $282K | 0.0% | +24.3% | 0.002% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 1,245 | $84K | 0.0% | N/A | 0.001% | |
4/8/2024 | Evensky & Katz LLC | 50,411 | $3.38M | 0.2% | -1.6% | 0.028% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 12,805 | $815K | 0.6% | +2.3% | 0.007% | |
2/14/2024 | Kingfisher Capital LLC | 20,251 | $1.29M | 0.3% | +2.4% | 0.011% | |
2/13/2024 | Rock Creek Group LP | 606,286 | $38.84M | 4.2% | +6.2% | 0.337% | |
2/12/2024 | Arrow Financial Corp | 463,678 | $29.52M | 3.1% | -1.6% | 0.257% | |
2/12/2024 | Resolute Advisors LLC | 33,681 | $2.14M | 0.3% | +1.4% | 0.019% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 4,521 | $288K | 0.0% | N/A | 0.003% | |
2/9/2024 | Certified Advisory Corp | 5,065 | $322K | 0.0% | N/A | 0.003% | |
2/9/2024 | GW&K Investment Management LLC | 428 | $27K | 0.0% | N/A | 0.000% | |
2/8/2024 | Missouri Trust & Investment Co | 127,774 | $8.13M | 3.3% | +7.0% | 0.071% | |
2/8/2024 | American National Bank | 3,384 | $215K | 0.0% | +64.4% | 0.002% | |
2/8/2024 | Kickstand Ventures LLC. | 120,017 | $7.64M | 2.2% | +1,314.3% | 0.067% | |
2/8/2024 | Janney Montgomery Scott LLC | 18,702 | $1.19M | 0.0% | -2.4% | 0.010% | |
2/6/2024 | Summit Financial LLC | 28,983 | $1.85M | 0.1% | +0.8% | 0.016% | |
2/1/2024 | First National Bank Sioux Falls | 133,354 | $8.49M | 4.4% | +31.1% | 0.074% | |
1/29/2024 | Arbor Investment Advisors LLC | 56,698 | $3.61M | 0.6% | +4.5% | 0.031% | |
1/24/2024 | Private Trust Co. NA | 1,384 | $88K | 0.0% | +1,169.7% | 0.001% | |
1/23/2024 | Leavell Investment Management Inc. | 32,980 | $2.10M | 0.1% | +6.8% | 0.018% | |
1/19/2024 | AdvisorNet Financial Inc | 24,443 | $1.56M | 0.1% | +20.0% | 0.014% | |
1/19/2024 | Life Planning Partners Inc | 1,465 | $93K | 0.1% | N/A | 0.001% | |
1/12/2024 | Fortitude Family Office LLC | 121,162 | $7.71M | 5.7% | N/A | 0.067% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,524 | $97K | 0.0% | N/A | 0.001% | |
1/10/2024 | City State Bank | 4,255 | $271K | 0.1% | -37.0% | 0.002% | |
11/15/2023 | Baker Avenue Asset Management LP | 6,991 | $407K | 0.0% | +106.5% | 0.004% | |
11/15/2023 | Kingfisher Capital LLC | 19,770 | $1.15M | 0.3% | -3.1% | 0.011% | |
11/13/2023 | Asset Dedication LLC | 15,476 | $904K | 0.1% | -2.1% | 0.009% | |
11/13/2023 | Rock Creek Group LP | 570,743 | $33.26M | 3.3% | -9.7% | 0.317% | |
11/8/2023 | Janney Montgomery Scott LLC | 19,166 | $1.12M | 0.0% | -11.5% | 0.011% | |
11/7/2023 | Summit Financial LLC | 28,761 | $1.68M | 0.1% | +0.8% | 0.016% | |
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11/2/2023 | FDx Advisors Inc. | 361,932 | $21.09M | 1.7% | -1.9% | 0.201% | |
10/30/2023 | Amarillo National Bank | 745,418 | $43.44M | 9.1% | -0.3% | 0.414% | |
10/24/2023 | Bank of New York Mellon Corp | 25,500 | $1.49M | 0.0% | +1.7% | 0.014% | |
10/24/2023 | Arbor Investment Advisors LLC | 54,251 | $3.16M | 0.6% | +0.8% | 0.030% | |
10/16/2023 | Leavell Investment Management Inc. | 30,870 | $1.80M | 0.1% | +25.9% | 0.017% | |
10/13/2023 | Mascoma Wealth Management LLC | 7,522 | $438K | 0.1% | -33.4% | 0.004% | |
10/12/2023 | AdvisorNet Financial Inc | 20,363 | $1.19M | 0.1% | +24.4% | 0.011% | |
10/12/2023 | First National Bank Sioux Falls | 101,703 | $5.93M | 3.5% | +14.9% | 0.056% | |
10/10/2023 | American National Bank | 2,059 | $120K | 0.0% | +1,690.4% | 0.001% | |
10/10/2023 | Evensky & Katz LLC | 51,200 | $2.98M | 0.3% | -13.7% | 0.028% | |
9/12/2023 | Farther Finance Advisors LLC | 3,115 | $190K | 0.0% | +8,800.0% | 0.002% | |
8/22/2023 | Asset Dedication LLC | 15,814 | $965K | 0.1% | -7.8% | 0.009% | |
8/15/2023 | Horizon Investments LLC | 67,568 | $4.13M | 0.1% | +12.4% | 0.038% | |
8/15/2023 | C M Bidwell & Associates Ltd. | 12,515 | $765K | 0.6% | -3.6% | 0.007% | |
8/14/2023 | Kingfisher Capital LLC | 20,402 | $1.25M | 0.3% | -9.0% | 0.011% | |
8/11/2023 | Summit Financial LLC | 28,535 | $1.74M | 0.1% | -1.7% | 0.016% | |
8/11/2023 | Missouri Trust & Investment Co | 120,702 | $7.38M | 4.2% | +11.5% | 0.067% | |
8/10/2023 | Bessemer Group Inc. | 26,218 | $1.60M | 0.0% | -71.5% | 0.015% | |
8/10/2023 | Hirtle Callaghan & Co LLC | 16,163 | $988K | 0.0% | N/A | 0.009% | |
8/9/2023 | Arrow Financial Corp | 487,367 | $29.79M | 3.6% | -3.3% | 0.271% | |
8/9/2023 | Resolute Advisors LLC | 33,230 | $2.03M | 0.2% | +1.8% | 0.018% | |
8/9/2023 | Rock Creek Group LP | 631,864 | $38.62M | 5.6% | -10.1% | 0.351% | |
8/7/2023 | Arbor Investment Advisors LLC | 53,833 | $3.29M | 0.6% | +2.1% | 0.030% | |
8/4/2023 | EverSource Wealth Advisors LLC | 617 | $38K | 0.0% | +2,985.0% | 0.000% | |
7/31/2023 | WealthPLAN Partners LLC | 2,613 | $160K | 0.0% | -23.3% | 0.001% | |
7/26/2023 | Janney Montgomery Scott LLC | 21,668 | $1.32M | 0.0% | +13.0% | 0.012% | |
7/24/2023 | Evensky & Katz LLC | 59,350 | $3.63M | 0.3% | -2.5% | 0.033% | |
7/19/2023 | Leavell Investment Management Inc. | 24,525 | $1.50M | 0.1% | +44.2% | 0.014% | |
7/18/2023 | First National Bank Sioux Falls | 88,549 | $5.41M | 3.4% | +57.7% | 0.049% | |
7/17/2023 | FDx Advisors Inc. | 368,958 | $22.55M | 1.2% | -5.8% | 0.205% | |
7/14/2023 | AdvisorNet Financial Inc | 16,363 | $1M | 0.1% | +56.4% | 0.009% | |
7/10/2023 | City State Bank | 6,782 | $415K | 0.2% | +30.9% | 0.004% | |
5/15/2023 | Flow Traders U.S. LLC | 56,552 | $3.42M | 0.1% | -82.3% | 0.032% | |
5/15/2023 | Missouri Trust & Investment Co | 108,217 | $6.54M | 4.2% | -4.0% | 0.062% | |
5/10/2023 | WealthPLAN Partners LLC | 3,409 | $206K | 0.0% | -5.4% | 0.002% | |
5/9/2023 | Resolute Advisors LLC | 32,656 | $1.98M | 0.2% | -4.0% | 0.019% | |
5/5/2023 | Assetmark Inc. | 1,422,846 | $86.04M | 0.4% | +2.8% | 0.811% | |
5/5/2023 | Prime Capital Investment Advisors LLC | 3,473 | $210K | 0.0% | N/A | 0.002% | |
5/3/2023 | Arrow Financial Corp | 504,226 | $30.49M | 4.0% | -5.1% | 0.288% | |
5/3/2023 | Summit Financial LLC | 29,036 | $1.76M | 0.2% | -4.1% | 0.017% | |
5/2/2023 | Park Place Capital Corp | 37,162 | $2.25M | 0.6% | -25.7% | 0.021% | |
5/2/2023 | Kingfisher Capital LLC | 22,424 | $1.36M | 0.4% | -4.9% | 0.013% | |
5/1/2023 | Mascoma Wealth Management LLC | 10,351 | $643K | 0.2% | +219.5% | 0.006% | |
4/28/2023 | AdvisorNet Financial Inc | 10,461 | $633K | 0.1% | +17.9% | 0.006% | |
4/28/2023 | Janney Montgomery Scott LLC | 19,180 | $1.16M | 0.0% | -4.3% | 0.011% | |
4/25/2023 | Parallel Advisors LLC | 445 | $27K | 0.0% | +131.8% | 0.000% | |
4/25/2023 | Amarillo National Bank | 716,873 | $43.35M | 8.7% | +97.0% | 0.409% | |
4/24/2023 | Asset Dedication LLC | 17,156 | $1.04M | 0.1% | -1.9% | 0.010% | |
4/21/2023 | Arbor Investment Advisors LLC | 52,718 | $3.19M | 0.6% | -4.9% | 0.030% | |
4/20/2023 | Evensky & Katz LLC | 60,900 | $3.68M | 0.3% | -32.7% | 0.035% | |
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4/18/2023 | First National Bank Sioux Falls | 56,136 | $3.40M | 2.4% | +60.8% | 0.032% | |
4/13/2023 | Leavell Investment Management Inc. | 17,004 | $1.03M | 0.1% | +15.8% | 0.010% | |
3/6/2023 | OLD Mission Capital LLC | 46,692 | $2.61M | 0.1% | +25.5% | 0.027% | |
2/15/2023 | Flow Traders U.S. LLC | 319,565 | $17.89M | 0.9% | N/A | 0.187% | |
2/13/2023 | Bessemer Group Inc. | 92,108 | $5.16M | 0.0% | +23.5% | 0.054% | |
2/10/2023 | Missouri Trust & Investment Co | 112,728 | $6.31M | 3.8% | +2.5% | 0.066% | |
2/10/2023 | Resolute Advisors LLC | 34,009 | $1.90M | 0.2% | +0.6% | 0.020% | |
2/10/2023 | FDx Advisors Inc. | 391,781 | $21.93M | 1.0% | -3.5% | 0.229% | |
2/9/2023 | Legacy Capital Wealth Partners LLC | 111,750 | $6.26M | 3.0% | N/A | 0.065% | |
2/9/2023 | Dorsey & Whitney Trust CO LLC | 18,900 | $1.06M | 0.1% | +16.8% | 0.011% | |