4/30/2025 | Hunter Associates Investment Management LLC | 8,964 | $380K | 0.1% | +19.0% | 0.006% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 441,866 | $18.79M | 4.1% | N/A | 0.319% | |
4/30/2025 | Sierra Capital LLC | 21,634 | $920K | 0.1% | +12.7% | 0.016% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 125,616 | $5.34M | 0.4% | -6.8% | 0.091% | |
4/29/2025 | Bank of New York Mellon Corp | 815,251 | $34.66M | 0.0% | +24.3% | 0.589% | |
4/29/2025 | Olde Wealth Management LLC | 2,993 | $127K | 0.0% | N/A | 0.002% | |
4/29/2025 | Strategic Blueprint LLC | 8,547 | $363K | 0.0% | -32.6% | 0.006% | |
4/28/2025 | Rosenberg Matthew Hamilton | 30,033 | $1.28M | 0.3% | +21.6% | 0.022% | |
4/28/2025 | First Horizon Advisors Inc. | 2,531 | $108K | 0.0% | -41.4% | 0.002% | |
4/28/2025 | Private Trust Co. NA | 10,115 | $430K | 0.0% | +12.6% | 0.007% | |
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4/28/2025 | Rossby Financial LCC | 6,402 | $271K | 0.1% | -38.7% | 0.005% | |
4/25/2025 | Richardson Capital Management LLC | 2,222 | $94K | 0.1% | +12.8% | 0.002% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 75,850 | $3.23M | 0.0% | +1.8% | 0.055% | |
4/24/2025 | Westend Capital Management LLC | 2,427 | $103K | 0.0% | N/A | 0.002% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 32,552 | $1.38M | 0.1% | +2.4% | 0.024% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 47,511 | $2.02M | 0.3% | +5.5% | 0.034% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 319,739 | $13.60M | 0.2% | +5.2% | 0.231% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 18,374 | $781K | 0.1% | -2.0% | 0.013% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 215,439 | $9.16M | 0.0% | +19.7% | 0.156% | |
4/21/2025 | S. R. Schill & Associates | 47,412 | $2.02M | 1.6% | +6.1% | 0.034% | |
4/17/2025 | Copia Wealth Management | 4,891 | $208K | 0.2% | N/A | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 40,255 | $1.71M | 0.0% | -47.2% | 0.029% | |
4/17/2025 | North Star Investment Management Corp. | 5,471 | $233K | 0.0% | +12.5% | 0.004% | |
4/14/2025 | Farther Finance Advisors LLC | 31,431 | $1.33M | 0.0% | +78.9% | 0.021% | |
4/14/2025 | City Holding Co. | 101,749 | $4.33M | 0.6% | -1.3% | 0.067% | |
4/11/2025 | Princeton Global Asset Management LLC | 5,477 | $233K | 0.0% | +12.3% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 22,963 | $976K | 0.1% | +81,910.7% | 0.015% | |
4/9/2025 | Future Financial Wealth Managment LLC | 66,924 | $2.85M | 2.1% | +6.1% | 0.044% | |
4/8/2025 | Parallel Advisors LLC | 1,930 | $82K | 0.0% | +114.7% | 0.001% | |
4/7/2025 | AdvisorNet Financial Inc | 1,551 | $66K | 0.0% | +43.1% | 0.001% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,611 | $69K | 0.1% | N/A | 0.001% | |
2/28/2025 | Park Square Financial Group LLC | 1,444 | $62K | 0.0% | N/A | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 77,494 | $3.30M | 0.7% | +0.6% | 0.051% | |
2/24/2025 | Ameriflex Group Inc. | 1,628 | $70K | 0.0% | N/A | 0.001% | |
2/18/2025 | Sunbelt Securities Inc. | 41,290 | $1.76M | 0.2% | -14.4% | 0.029% | |
2/18/2025 | City National Bank of Florida MSD | 7,337 | $313K | 0.3% | N/A | 0.005% | |
2/18/2025 | Continuum Advisory LLC | 45,397 | $1.93M | 0.2% | +7.0% | 0.031% | |
2/17/2025 | Fairview Capital Investment Management LLC | 193,422 | $8.24M | 0.4% | -2.3% | 0.134% | |
2/17/2025 | Colonial Trust Co SC | 6,167 | $263K | 0.0% | -8.0% | 0.004% | |
2/17/2025 | Captrust Financial Advisors | 5,929 | $253K | 0.0% | -38.1% | 0.004% | |
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2/17/2025 | Cary Street Partners Financial LLC | 6,650 | $283K | 0.0% | N/A | 0.005% | |
2/17/2025 | Baird Financial Group Inc. | 28,240 | $1.20M | 0.0% | +138.7% | 0.020% | |
2/17/2025 | Ameriprise Financial Inc. | 314,795 | $13.41M | 0.0% | +6.3% | 0.218% | |
2/14/2025 | Coppell Advisory Solutions LLC | 6,337 | $270K | 0.0% | -9.9% | 0.004% | |
2/13/2025 | United Capital Financial Advisors LLC | 106,237 | $4.53M | 0.0% | -22.1% | 0.074% | |
2/13/2025 | Rossby Financial LCC | 10,449 | $445K | 0.3% | N/A | 0.007% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 31,777 | $1.35M | 0.1% | +20.6% | 0.022% | |
2/13/2025 | Waterloo Capital L.P. | 215,053 | $9.16M | 1.0% | +13.3% | 0.149% | |
2/12/2025 | Conquis Financial LLC | 4,688 | $200K | 0.2% | N/A | 0.003% | |
2/12/2025 | Kiely Wealth Advisory Group Inc. | 182,476 | $7.85M | 5.0% | +14.5% | 0.126% | |
2/12/2025 | Summit Financial LLC | 4,891 | $208K | 0.0% | N/A | 0.003% | |
2/12/2025 | Allstate Corp | 97,744 | $4.17M | 0.1% | +56.6% | 0.068% | |
2/12/2025 | RiverFront Investment Group LLC | 278,320 | $11.86M | 0.3% | +15.9% | 0.193% | |
2/12/2025 | JPMorgan Chase & Co. | 125,750 | $5.36M | 0.0% | +186.6% | 0.087% | |
2/12/2025 | Motley Fool Wealth Management LLC | 349,597 | $14.90M | 0.8% | -49.1% | 0.242% | |
2/11/2025 | Next Capital Management LLC | 24,600 | $1.05M | 0.4% | -17.6% | 0.017% | |
2/10/2025 | SouthState Corp | 6,705 | $286K | 0.0% | +15.7% | 0.005% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 18,748 | $799K | 0.1% | -9.7% | 0.013% | |
2/10/2025 | GLOBALT Investments LLC GA | 14,306 | $610K | 0.0% | -2.2% | 0.010% | |
2/10/2025 | Wintrust Investments LLC | 4,486 | $191K | 0.2% | +287.7% | 0.003% | |
2/10/2025 | Farther Finance Advisors LLC | 17,566 | $748K | 0.0% | -24.9% | 0.012% | |
2/10/2025 | EverSource Wealth Advisors LLC | 2,476 | $105K | 0.0% | -38.7% | 0.002% | |
2/7/2025 | Mount Lucas Management LP | 42,985 | $1.83M | 0.6% | +3.5% | 0.030% | |
2/7/2025 | Jackson Creek Investment Advisors LLC | 47,779 | $2.04M | 0.6% | +5.2% | 0.033% | |
2/6/2025 | One Capital Management LLC | 85,561 | $3.65M | 0.1% | +0.8% | 0.059% | |
2/6/2025 | Vantage Financial Partners LLC | 12,233 | $521K | 0.1% | +12.1% | 0.008% | |
2/6/2025 | Jones Financial Companies Lllp | 70,877 | $3.02M | 0.0% | +129.9% | 0.049% | |
2/5/2025 | SVB Wealth LLC | 81,838 | $3.49M | 0.1% | N/A | 0.057% | |
2/5/2025 | Private Trust Co. NA | 8,982 | $383K | 0.0% | +24.8% | 0.006% | |
2/4/2025 | Bank of New York Mellon Corp | 655,640 | $27.94M | 0.0% | -60.2% | 0.454% | |
2/4/2025 | Sierra Capital LLC | 19,195 | $818K | 0.1% | -11.2% | 0.013% | |
2/4/2025 | Richardson Capital Management LLC | 1,969 | $84K | 0.1% | +27.9% | 0.001% | |
2/3/2025 | First Horizon Advisors Inc. | 4,318 | $184K | 0.0% | +100.4% | 0.003% | |
1/30/2025 | Adell Harriman & Carpenter Inc. | 134,816 | $5.75M | 0.4% | -19.8% | 0.093% | |
1/28/2025 | Sumitomo Mitsui Trust Group Inc. | 74,487 | $3.17M | 0.0% | -15.9% | 0.052% | |
1/27/2025 | Ninety One UK Ltd | 423,751 | $18.06M | 0.0% | +17.7% | 0.293% | |
1/24/2025 | Princeton Global Asset Management LLC | 4,878 | $208K | 0.0% | +101.3% | 0.003% | |
1/24/2025 | Richardson Financial Services Inc. | 36,937 | $1.57M | 1.1% | +3.7% | 0.026% | |
1/23/2025 | Hunter Associates Investment Management LLC | 7,531 | $320K | 0.0% | +3.8% | 0.005% | |
1/22/2025 | S. R. Schill & Associates | 44,705 | $1.91M | 1.6% | -9.0% | 0.031% | |
1/22/2025 | CKW Financial Group | 9,047 | $385K | 0.0% | -12.2% | 0.006% | |
1/22/2025 | Klaas Financial Asset Advisors LLC | 45,036 | $1.92M | 0.3% | -3.0% | 0.031% | |
1/21/2025 | Montecito Bank & Trust | 20,310 | $865K | 0.1% | -1.4% | 0.014% | |
1/17/2025 | Avior Wealth Management LLC | 92,755 | $3.95M | 0.1% | +8.9% | 0.064% | |
1/17/2025 | Janney Montgomery Scott LLC | 76,194 | $3.25M | 0.0% | +92.5% | 0.053% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 303,830 | $12.95M | 0.2% | +0.6% | 0.210% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,392 | $59K | 0.0% | +3,469.2% | 0.001% | |
1/16/2025 | City Holding Co. | 103,107 | $4.39M | 0.6% | +10.2% | 0.071% | |
1/15/2025 | Arkadios Wealth Advisors | 84,412 | $3.60M | 0.2% | +1.5% | 0.058% | |
1/14/2025 | HCR Wealth Advisors | 51,008 | $2.17M | 0.3% | +2.0% | 0.035% | |
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1/14/2025 | Rosenberg Matthew Hamilton | 24,701 | $1.05M | 0.3% | +19.5% | 0.017% | |
1/13/2025 | AdvisorNet Financial Inc | 1,084 | $46K | 0.0% | -20.0% | 0.001% | |
1/13/2025 | Future Financial Wealth Managment LLC | 63,100 | $2.69M | 2.0% | +2.6% | 0.044% | |
1/10/2025 | Graypoint LLC | 131,461 | $5.60M | 0.3% | +4.3% | 0.091% | |
1/10/2025 | Lowe Wealth Advisors LLC | 2,745 | $117K | 0.0% | -14.2% | 0.002% | |
12/26/2024 | JPMorgan Chase & Co. | 43,879 | $1.91M | 0.0% | -24.1% | 0.030% | |
11/18/2024 | Virtue Capital Management LLC | 76,994 | $3.34M | 0.7% | -2.2% | 0.053% | |
11/18/2024 | Sunbelt Securities Inc. | 48,262 | $2.10M | 0.2% | +4.3% | 0.033% | |
11/15/2024 | Continuum Advisory LLC | 42,411 | $1.82M | 0.2% | +13.9% | 0.029% | |
11/15/2024 | Motley Fool Wealth Management LLC | 686,613 | $29.81M | 1.5% | +98.5% | 0.475% | |