4/25/2024 | Klaas Financial Asset Advisors LLC | 24,511 | $2.46M | 0.5% | -4.9% | 0.022% | |
4/25/2024 | Eudaimonia Partners LLC | 18,119 | $1.82M | 0.4% | +19.7% | 0.016% | |
4/25/2024 | Eudaimonia Advisors LLC | 18,164 | $1.83M | 1.0% | +13.0% | 0.016% | |
4/24/2024 | Private Trust Co. NA | 12,155 | $1.22M | 0.1% | +16.0% | 0.011% | |
4/24/2024 | Leavell Investment Management Inc. | 53,565 | $5.39M | 0.3% | -0.8% | 0.048% | |
4/24/2024 | SOL Capital Management CO | 49,061 | $4.93M | 0.6% | -16.8% | 0.044% | |
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4/24/2024 | Essex Financial Services Inc. | 97,837 | $9.84M | 0.9% | +2.4% | 0.088% | |
4/23/2024 | Arbor Investment Advisors LLC | 9,203 | $925K | 0.1% | -48.1% | 0.008% | |
4/23/2024 | Creative Capital Management Investments LLC | 10,235 | $1.03M | 0.5% | -15.1% | 0.009% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,371 | $540K | 0.0% | -13.2% | 0.005% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 104,493 | $10.51M | 0.5% | +31.8% | 0.094% | |
4/19/2024 | Westside Investment Management Inc. | 53,602 | $5.39M | 1.3% | +3.5% | 0.048% | |
4/18/2024 | Hexagon Capital Partners LLC | 6,378 | $641K | 0.1% | -17.6% | 0.006% | |
4/17/2024 | Fiduciary Alliance LLC | 14,509 | $1.45M | 0.3% | +6.1% | 0.013% | |
4/16/2024 | Financial Management Professionals Inc. | 10,682 | $1.07M | 0.2% | +20.3% | 0.010% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,215 | $122K | 0.1% | N/A | 0.001% | |
4/12/2024 | AdvisorNet Financial Inc | 4,969 | $500K | 0.0% | +132.4% | 0.004% | |
4/11/2024 | Birch Capital Management LLC | 30,884 | $3.11M | 1.6% | +109.7% | 0.028% | |
4/9/2024 | Lowe Wealth Advisors LLC | 89,256 | $8.97M | 4.2% | -1.5% | 0.097% | |
4/5/2024 | NBC Securities Inc. | 4,040 | $416K | 0.0% | -17.8% | 0.004% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,379 | $138K | 0.0% | N/A | 0.001% | |
3/1/2024 | Transcendent Capital Group LLC | 2,500 | $249K | 0.2% | N/A | 0.003% | |
2/21/2024 | American Trust | 3,852 | $384K | 0.0% | -11.8% | 0.004% | |
2/14/2024 | Kingfisher Capital LLC | 130,831 | $13.06M | 3.4% | -2.9% | 0.142% | |
2/14/2024 | Left Brain Wealth Management LLC | 2,256 | $225K | 0.1% | N/A | 0.002% | |
2/14/2024 | State of Tennessee Treasury Department | 349,200 | $34.85M | 0.1% | +16.1% | 0.378% | |
2/14/2024 | Connectus Wealth LLC | 25,776 | $2.58M | 0.0% | +12.5% | 0.028% | |
2/13/2024 | Edge Capital Group LLC | 3,882 | $387K | 0.0% | -26.7% | 0.004% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 23,701 | $2.37M | 0.2% | -7.0% | 0.026% | |
2/12/2024 | Somerset Group LLC | 35,401 | $3.53M | 3.0% | -0.4% | 0.038% | |
2/12/2024 | Staley Capital Advisers Inc. | 18,415 | $1.84M | 0.1% | -62.5% | 0.020% | |
2/12/2024 | Lumbard & Kellner LLC | 3,871 | $386K | 0.2% | -26.5% | 0.004% | |
2/12/2024 | Parallel Advisors LLC | 7,087 | $707K | 0.0% | -20.1% | 0.008% | |
2/12/2024 | Heritage Wealth Advisors | 8,683 | $866K | 0.0% | N/A | 0.009% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 6,188 | $618K | 0.1% | -10.3% | 0.007% | |
2/9/2024 | HCR Wealth Advisors | 21,549 | $2.15M | 0.3% | +34.0% | 0.023% | |
2/9/2024 | Keystone Financial Group | 2,243 | $224K | 0.0% | -8.1% | 0.002% | |
2/8/2024 | American National Bank | 259 | $26K | 0.0% | N/A | 0.000% | |
2/8/2024 | Kickstand Ventures LLC. | 2,899 | $289K | 0.1% | -5.9% | 0.003% | |
2/8/2024 | Eudaimonia Partners LLC | 15,137 | $1.51M | 0.4% | +19.4% | 0.016% | |
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2/8/2024 | Janney Montgomery Scott LLC | 163,964 | $16.36M | 0.1% | +70.2% | 0.178% | |
2/7/2024 | One Capital Management LLC | 133,209 | $13.29M | 0.5% | +43.8% | 0.144% | |
2/7/2024 | BNP Paribas Financial Markets | 80,702 | $8.05M | 0.0% | -12.7% | 0.087% | |
2/6/2024 | Simmons Bank | 50,674 | $5.06M | 0.4% | +393.3% | 0.055% | |
2/6/2024 | Rollins Financial | 14,288 | $1.43M | 0.3% | N/A | 0.015% | |
2/6/2024 | SouthState Corp | 26,697 | $2.66M | 0.2% | -1.0% | 0.029% | |
2/6/2024 | First Horizon Advisors Inc. | 850 | $85K | 0.0% | N/A | 0.001% | |
2/6/2024 | Creative Capital Management Investments LLC | 12,054 | $1.20M | 0.7% | +2.2% | 0.013% | |
2/6/2024 | Essex Financial Services Inc. | 95,577 | $9.54M | 1.0% | +9.2% | 0.103% | |
2/5/2024 | Hexagon Capital Partners LLC | 7,744 | $773K | 0.2% | -38.5% | 0.008% | |
2/5/2024 | Greatmark Investment Partners Inc. | 4,125 | $412K | 0.1% | -27.1% | 0.004% | |
2/2/2024 | Spinnaker Trust | 5,115 | $510K | 0.0% | -32.8% | 0.006% | |
2/2/2024 | Compass Financial Group Inc. | 66,589 | $6.65M | 3.7% | -26.3% | 0.072% | |
2/1/2024 | Eudaimonia Advisors LLC | 16,075 | $1.60M | 1.0% | -7.0% | 0.017% | |
2/1/2024 | Nicholas Hoffman & Company LLC. | 79,294 | $7.91M | 0.5% | +9.8% | 0.086% | |
1/31/2024 | Archer Investment Corp | 6,391 | $638K | 0.2% | -2.1% | 0.007% | |
1/31/2024 | Goodman Advisory Group LLC | 70,612 | $7.05M | 2.4% | -70.4% | 0.076% | |
1/30/2024 | Avior Wealth Management LLC | 2,184 | $218K | 0.0% | -33.3% | 0.002% | |
1/30/2024 | SVB Wealth LLC | 41,989 | $4.19M | 0.1% | -17.8% | 0.045% | |
1/29/2024 | YHB Investment Advisors Inc. | 74,679 | $7.45M | 0.7% | -4.8% | 0.081% | |
1/29/2024 | Kanawha Capital Management LLC | 15,923 | $1.59M | 0.1% | -1.8% | 0.017% | |
1/29/2024 | Arbor Investment Advisors LLC | 17,737 | $1.77M | 0.3% | -24.8% | 0.019% | |
1/26/2024 | White Pine Investment CO | 4,961 | $495K | 0.2% | -6.1% | 0.005% | |
1/25/2024 | SOL Capital Management CO | 58,987 | $5.89M | 0.8% | -8.2% | 0.064% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 10,915 | $1.09M | 0.0% | +79.2% | 0.012% | |
1/24/2024 | Arkadios Wealth Advisors | 32,095 | $3.20M | 0.3% | +0.5% | 0.035% | |
1/24/2024 | Birch Capital Management LLC | 14,726 | $1.47M | 0.8% | +296.1% | 0.016% | |
1/23/2024 | Alera Investment Advisors LLC | 10,144 | $1.01M | 0.1% | -6.8% | 0.011% | |
1/23/2024 | Leavell Investment Management Inc. | 54,012 | $5.42M | 0.3% | -10.5% | 0.058% | |
1/22/2024 | Princeton Global Asset Management LLC | 443 | $44K | 0.0% | N/A | 0.000% | |
1/19/2024 | AdvisorNet Financial Inc | 2,138 | $213K | 0.0% | +27.2% | 0.002% | |
1/18/2024 | Planned Solutions Inc. | 8,590 | $857K | 0.4% | N/A | 0.009% | |
1/17/2024 | Fiduciary Alliance LLC | 13,678 | $1.37M | 0.3% | N/A | 0.015% | |
1/16/2024 | Rosenberg Matthew Hamilton | 9,501 | $948K | 0.3% | -31.6% | 0.010% | |
1/12/2024 | Hudson Valley Investment Advisors Inc. ADV | 16,814 | $1.68M | 0.2% | -20.8% | 0.018% | |
1/12/2024 | Westside Investment Management Inc. | 51,788 | $5.17M | 1.3% | +11.2% | 0.056% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 11,629 | $1.16M | 0.0% | -12.0% | 0.013% | |
1/11/2024 | Whittier Trust Co. | 197,656 | $19.72M | 0.3% | -4.9% | 0.214% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 6,216 | $620K | 0.1% | +17.7% | 0.007% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 14,747 | $1.47M | 0.3% | -52.3% | 0.016% | |
1/10/2024 | Financial Network Wealth Management LLC | 3,334 | $334K | 0.1% | N/A | 0.004% | |
1/9/2024 | Beese Fulmer Investment Management Inc. | 5,821 | $581K | 0.1% | -8.1% | 0.006% | |
1/9/2024 | DB Wealth Management Group LLC | 4,159 | $415K | 0.2% | -34.2% | 0.005% | |
1/5/2024 | Lowe Wealth Advisors LLC | 90,661 | $9.05M | 4.5% | -5.1% | 0.098% | |
1/4/2024 | Arden Trust Co | 5,012 | $500K | 0.1% | N/A | 0.005% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 4,046 | $404K | 0.1% | -4.1% | 0.004% | |
1/2/2024 | Anchor Investment Management LLC | 7,785 | $777K | 0.1% | N/A | 0.008% | |
11/16/2023 | Westside Investment Management Inc. | 46,570 | $4.66M | 1.3% | -12.4% | 0.050% | |
11/16/2023 | American Trust | 4,366 | $437K | 0.0% | -17.2% | 0.005% | |
11/16/2023 | Essex Financial Services Inc. | 87,564 | $8.77M | 1.0% | -2.4% | 0.095% | |
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11/15/2023 | JPMorgan Chase & Co. | 5,839,292 | $584.75M | 0.1% | +71.5% | 6.322% | |
11/15/2023 | Kingfisher Capital LLC | 134,731 | $13.49M | 3.5% | -4.4% | 0.146% | |
11/14/2023 | Staley Capital Advisers Inc. | 49,112 | $4.92M | 0.3% | -73.6% | 0.053% | |
11/13/2023 | Hollencrest Capital Management | 564 | $56K | 0.0% | +34.9% | 0.001% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 2,920 | $292K | 0.0% | -12.0% | 0.003% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 56,854 | $5.69M | 0.0% | -1.5% | 0.062% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 30,899 | $3.09M | 0.7% | -13.4% | 0.033% | |
11/13/2023 | Bramshill Investments LLC | 130,641 | $13.08M | 1.5% | -3.0% | 0.141% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 2,639 | $264K | 0.0% | +4.3% | 0.003% | |
11/13/2023 | FCA Corp TX | 12,798 | $1.28M | 0.4% | -14.8% | 0.014% | |