5/4/2024 | Richardson Financial Services Inc. | 37,268 | $1.59M | 1.1% | +16.0% | 0.027% | |
5/3/2024 | FDx Advisors Inc. | 44,251 | $1.88M | 0.3% | -2.8% | 0.032% | |
5/3/2024 | Delphi Financial Group Inc. | 530,590 | $22.58M | 14.6% | -32.9% | 0.384% | |
5/3/2024 | Whittier Trust Co. | 2,025 | $86K | 0.0% | -70.7% | 0.001% | |
5/2/2024 | Salomon & Ludwin LLC | 5,491 | $234K | 0.0% | N/A | 0.004% | |
5/2/2024 | RiverFront Investment Group LLC | 167,571 | $7.13M | 0.2% | -83.6% | 0.121% | |
|
5/2/2024 | Graypoint LLC | 204,857 | $8.72M | 0.6% | -33.2% | 0.148% | |
5/2/2024 | Vantage Financial Partners LLC | 8,428 | $359K | 0.1% | +10.2% | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 56,708 | $2.41M | 0.0% | -79.3% | 0.041% | |
5/1/2024 | BNP Paribas Financial Markets | 474,552 | $20.19M | 0.0% | -1.0% | 0.344% | |
4/30/2024 | Arkadios Wealth Advisors | 11,058 | $470K | 0.0% | +32.0% | 0.008% | |
4/29/2024 | Sierra Capital LLC | 27,245 | $1.16M | 0.2% | +1.3% | 0.020% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 171,365 | $7.29M | 0.6% | -0.4% | 0.125% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 43,888 | $1.87M | 0.4% | -0.7% | 0.032% | |
4/25/2024 | Summit Financial LLC | 4,727 | $201K | 0.0% | N/A | 0.003% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 144,096 | $6.13M | 0.0% | -4.5% | 0.105% | |
4/24/2024 | Archford Capital Strategies LLC | 4,755 | $202K | 0.0% | N/A | 0.003% | |
4/23/2024 | Strategic Blueprint LLC | 18,119 | $771K | 0.1% | +5.6% | 0.013% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 23,980 | $1.02M | 0.1% | +6.0% | 0.017% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 90,959 | $3.87M | 0.0% | -9.1% | 0.066% | |
4/15/2024 | Sunbelt Securities Inc. | 42,597 | $1.81M | 0.2% | -7.1% | 0.031% | |
4/11/2024 | City Holding Co. | 85,123 | $3.62M | 0.5% | -1.2% | 0.064% | |
4/9/2024 | Montecito Bank & Trust | 20,590 | $876K | 0.2% | -19.6% | 0.016% | |
4/9/2024 | Lowe Wealth Advisors LLC | 3,345 | $142K | 0.1% | +311.4% | 0.003% | |
4/5/2024 | NBC Securities Inc. | 32,507 | $1.38M | 0.1% | +5.8% | 0.024% | |
4/4/2024 | S. R. Schill & Associates | 54,320 | $2.31M | 1.0% | +1.4% | 0.041% | |
3/4/2024 | Richardson Financial Services Inc. | 32,127 | $1.36M | 1.2% | N/A | 0.024% | |
3/1/2024 | ARK & TLK Investments LLC | 6,928 | $292K | 0.1% | N/A | 0.005% | |
2/20/2024 | GLOBALT Investments LLC GA | 17,328 | $732K | 0.0% | N/A | 0.013% | |
2/15/2024 | Comerica Bank | 23,863 | $1.01M | 0.0% | +8.1% | 0.018% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,793 | $76K | 0.1% | N/A | 0.001% | |
2/14/2024 | Waterloo Capital L.P. | 121,268 | $5.12M | 0.8% | N/A | 0.091% | |
2/13/2024 | Fairview Capital Investment Management LLC | 206,848 | $8.73M | 0.5% | +4.2% | 0.156% | |
2/12/2024 | Parallel Advisors LLC | 1,830 | $77K | 0.0% | +116.6% | 0.001% | |
2/9/2024 | Share Andrew L. | 8,448 | $357K | 0.2% | N/A | 0.006% | |
2/9/2024 | HCR Wealth Advisors | 50,823 | $2.15M | 0.3% | +28.3% | 0.038% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 150,855 | $6.37M | 0.0% | -35.1% | 0.114% | |
2/9/2024 | Allstate Corp | 109,622 | $4.63M | 0.3% | -31.3% | 0.083% | |
2/8/2024 | Laffer Tengler Investments Inc. | 29,519 | $1.25M | 0.3% | -3.1% | 0.022% | |
2/8/2024 | Janney Montgomery Scott LLC | 274,015 | $11.57M | 0.0% | +11.9% | 0.206% | |
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2/7/2024 | One Capital Management LLC | 73,368 | $3.10M | 0.1% | +5.5% | 0.055% | |
2/7/2024 | NBC Securities Inc. | 30,718 | $1.30M | 0.1% | -14.5% | 0.023% | |
2/7/2024 | BNP Paribas Financial Markets | 479,371 | $20.24M | 0.0% | +40.8% | 0.361% | |
2/7/2024 | Mount Lucas Management LP | 29,292 | $1.24M | 0.4% | -1.7% | 0.022% | |
2/6/2024 | SouthState Corp | 985 | $42K | 0.0% | N/A | 0.001% | |
2/6/2024 | First Horizon Advisors Inc. | 999 | $42K | 0.0% | -51.1% | 0.001% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 172,080 | $7.27M | 0.7% | -32.1% | 0.130% | |
2/5/2024 | RiverFront Investment Group LLC | 1,019,738 | $43.05M | 1.4% | +21.0% | 0.768% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,641 | $323K | 0.0% | -18.2% | 0.006% | |
2/2/2024 | Motley Fool Wealth Management LLC | 443,416 | $18.72M | 1.0% | +3.3% | 0.334% | |
1/31/2024 | Ninety One UK Ltd | 196,200 | $8.28M | 0.0% | +307.1% | 0.148% | |
1/30/2024 | Avior Wealth Management LLC | 897 | $38K | 0.0% | -23.5% | 0.001% | |
1/30/2024 | Diversified Portfolios Inc. | 13,920 | $588K | 0.1% | +21.0% | 0.010% | |
1/30/2024 | SVB Wealth LLC | 82,901 | $3.50M | 0.1% | +1.1% | 0.062% | |
1/30/2024 | Sierra Capital LLC | 26,889 | $1.14M | 0.2% | -16.6% | 0.020% | |
1/30/2024 | S. R. Schill & Associates | 53,580 | $2.26M | 1.0% | +2.5% | 0.040% | |
1/29/2024 | Graypoint LLC | 306,499 | $12.94M | 1.0% | +47.2% | 0.231% | |
1/25/2024 | Strategic Blueprint LLC | 17,163 | $725K | 0.1% | +249.6% | 0.013% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 77,840 | $3.29M | 0.0% | N/A | 0.059% | |
1/24/2024 | Arkadios Wealth Advisors | 8,376 | $354K | 0.0% | +24.5% | 0.006% | |
1/24/2024 | Mascoma Wealth Management LLC | 5,612 | $237K | 0.1% | -15.7% | 0.004% | |
1/24/2024 | Private Trust Co. NA | 5,709 | $241K | 0.0% | +60.5% | 0.004% | |
1/19/2024 | AdvisorNet Financial Inc | 910 | $38K | 0.0% | -86.1% | 0.001% | |
1/12/2024 | Fortitude Family Office LLC | 19,586 | $827K | 0.6% | N/A | 0.015% | |
1/11/2024 | Whittier Trust Co. | 6,917 | $292K | 0.0% | +89.5% | 0.005% | |
1/11/2024 | City Holding Co. | 86,116 | $3.64M | 0.6% | -2.8% | 0.065% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 69,291 | $2.93M | 0.3% | -16.4% | 0.052% | |
1/5/2024 | Montecito Bank & Trust | 25,615 | $1.08M | 0.2% | -1.7% | 0.019% | |
12/11/2023 | Headinvest LLC | 1,474 | $60K | 0.0% | N/A | 0.001% | |
12/11/2023 | Sunbelt Securities Inc. | 41,599 | $1.71M | 0.2% | +6.7% | 0.031% | |
11/15/2023 | Baker Avenue Asset Management LP | 393,738 | $16.16M | 0.7% | -15.9% | 0.296% | |
11/13/2023 | Allstate Corp | 159,622 | $6.55M | 0.4% | N/A | 0.120% | |
11/9/2023 | One Capital Management LLC | 69,567 | $2.85M | 0.1% | +1.0% | 0.052% | |
11/8/2023 | Janney Montgomery Scott LLC | 244,881 | $10.05M | 0.0% | -49.2% | 0.184% | |
11/7/2023 | Adell Harriman & Carpenter Inc. | 253,304 | $10.39M | 1.1% | -5.0% | 0.191% | |
11/7/2023 | RiverFront Investment Group LLC | 843,052 | $34.59M | 1.2% | -49.6% | 0.635% | |
11/7/2023 | Leuthold Group LLC | 75,978 | $3.12M | 0.4% | N/A | 0.057% | |
11/4/2023 | NBC Securities Inc. | 35,909 | $1.47M | 0.2% | N/A | 0.027% | |
11/3/2023 | Delphi Financial Group Inc. | 790,320 | $32.41M | 15.7% | +30.0% | 0.595% | |
11/2/2023 | Vantage Financial Partners LLC | 6,667 | $274K | 0.1% | N/A | 0.005% | |
11/2/2023 | Diversified Portfolios Inc. | 11,500 | $472K | 0.1% | +17.9% | 0.009% | |
11/2/2023 | FDx Advisors Inc. | 49,358 | $2.03M | 0.2% | -6.5% | 0.037% | |
10/31/2023 | Sierra Capital LLC | 32,224 | $1.32M | 0.2% | +1.8% | 0.024% | |
10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 100,002 | $4.10M | 0.0% | -8.7% | 0.075% | |
10/27/2023 | First Horizon Advisors Inc. | 2,041 | $84K | 0.0% | +68.1% | 0.002% | |
10/26/2023 | Graypoint LLC | 208,271 | $8.55M | 0.8% | +18.0% | 0.157% | |
10/24/2023 | S. R. Schill & Associates | 52,280 | $2.15M | 1.0% | -2.0% | 0.039% | |
10/24/2023 | Bank of New York Mellon Corp | 1,960,215 | $80.43M | 0.0% | +171.8% | 1.476% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 232,456 | $9.54M | 0.0% | +9.8% | 0.175% | |
10/19/2023 | CKW Financial Group | 9,170 | $376K | 0.1% | -3.9% | 0.007% | |
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10/18/2023 | Next Capital Management LLC | 32,763 | $1.34M | 0.6% | -12.3% | 0.025% | |
10/18/2023 | Coastline Trust Co | 12,195 | $500K | 0.1% | -19.6% | 0.009% | |
10/18/2023 | Strategic Blueprint LLC | 4,909 | $201K | 0.0% | -72.9% | 0.004% | |
10/16/2023 | Montecito Bank & Trust | 26,050 | $1.07M | 0.3% | -2.3% | 0.020% | |
10/13/2023 | City Holding Co. | 88,574 | $3.63M | 0.6% | -1.2% | 0.067% | |
10/13/2023 | Arkadios Wealth Advisors | 6,730 | $276K | 0.0% | +28.7% | 0.005% | |
10/11/2023 | Rosenberg Matthew Hamilton | 15,396 | $632K | 0.2% | -6.2% | 0.012% | |
10/10/2023 | Bartlett & Co. LLC | 138,161 | $5.67M | 0.1% | -3.8% | 0.104% | |
10/10/2023 | Ninety One UK Ltd | 48,200 | $1.98M | 0.0% | N/A | 0.036% | |
9/12/2023 | Farther Finance Advisors LLC | 15,281 | $633K | 0.1% | -31.2% | 0.012% | |