5/14/2024 | OLD Mission Capital LLC | 294,097 | $9.61M | 0.2% | -11.5% | 0.115% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 419,207 | $13.70M | 3.5% | -91.7% | 0.164% | |
5/13/2024 | Hilltop Partners LLC | 47,781 | $1.56M | 0.6% | +2.1% | 0.019% | |
5/6/2024 | Leuthold Group LLC | 284,028 | $9.29M | 1.0% | N/A | 0.111% | |
5/4/2024 | Richardson Financial Services Inc. | 2,320 | $76K | 0.1% | +341.9% | 0.001% | |
5/3/2024 | FDx Advisors Inc. | 212,521 | $6.95M | 1.1% | +15.3% | 0.083% | |
|
5/3/2024 | Whittier Trust Co. | 40,784 | $1.33M | 0.0% | -4.2% | 0.016% | |
5/2/2024 | BNP Paribas | 15,376 | $503K | 0.0% | N/A | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 291,392 | $9.53M | 0.0% | +5.5% | 0.114% | |
4/30/2024 | SWS Partners | 115,439 | $3.77M | 1.1% | +3.0% | 0.045% | |
4/25/2024 | Summit Financial LLC | 78,527 | $2.57M | 0.2% | +5.6% | 0.029% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,448 | $1.85M | 0.0% | -4.4% | 0.021% | |
4/24/2024 | Private Trust Co. NA | 66,012 | $2.16M | 0.2% | +80.5% | 0.025% | |
4/19/2024 | True Link Financial Advisors LLC | 1,594,985 | $52.14M | 5.0% | +23.1% | 0.592% | |
4/18/2024 | Hexagon Capital Partners LLC | 4,488 | $147K | 0.0% | +53.7% | 0.002% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 150,225 | $4.91M | 0.1% | +2.1% | 0.056% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 168,695 | $5.52M | 4.1% | +8.3% | 0.063% | |
4/15/2024 | GoalVest Advisory LLC | 158,542 | $5.18M | 1.7% | -28.3% | 0.059% | |
4/5/2024 | NBC Securities Inc. | 2,677 | $87K | 0.0% | +34.1% | 0.001% | |
4/2/2024 | ST Germain D J Co. Inc. | 689,555 | $22.54M | 1.1% | +7.6% | 0.342% | |
4/1/2024 | Confluence Investment Management LLC | 246,764 | $8.07M | 0.1% | N/A | 0.122% | |
4/1/2024 | Appleton Partners Inc. MA | 228,012 | $7.45M | 0.6% | -0.9% | 0.113% | |
3/8/2024 | ICA Group Wealth Management LLC | 11,877 | $390K | 0.1% | -3.7% | 0.006% | |
3/5/2024 | Fisher Asset Management LLC | 68,601 | $2.25M | 0.0% | -2.4% | 0.034% | |
2/20/2024 | Able Wealth Management LLC | 885 | $29K | 0.0% | N/A | 0.000% | |
2/15/2024 | OLD Mission Capital LLC | 332,273 | $10.91M | 0.2% | N/A | 0.165% | |
2/15/2024 | Brevan Howard Capital Management LP | 350,000 | $11.49M | 0.1% | N/A | 0.174% | |
2/15/2024 | Comerica Bank | 45,121 | $1.48M | 0.0% | +173.8% | 0.022% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 194,935 | $6.40M | 6.2% | N/A | 0.097% | |
2/13/2024 | SWS Partners | 112,085 | $3.68M | 1.2% | +13.1% | 0.056% | |
2/12/2024 | Parallel Advisors LLC | 1,593 | $52K | 0.0% | +100.9% | 0.001% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 59,018 | $1.94M | 0.0% | -13.6% | 0.029% | |
2/9/2024 | Tidemark LLC | 18,144 | $596K | 0.4% | N/A | 0.009% | |
2/9/2024 | Union Savings Bank | 1,584 | $52K | 0.0% | -60.5% | 0.001% | |
2/9/2024 | EverSource Wealth Advisors LLC | 6,195 | $203K | 0.0% | N/A | 0.003% | |
2/8/2024 | Janney Montgomery Scott LLC | 276,104 | $9.07M | 0.0% | +6.1% | 0.137% | |
2/7/2024 | NBC Securities Inc. | 1,997 | $65K | 0.0% | +57.6% | 0.001% | |
2/6/2024 | Fisher Asset Management LLC | 69,579 | $2.28M | 0.0% | -1.0% | 0.035% | |
2/6/2024 | Summit Financial LLC | 74,349 | $2.44M | 0.2% | N/A | 0.037% | |
2/5/2024 | Hexagon Capital Partners LLC | 2,920 | $96K | 0.0% | N/A | 0.001% | |
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2/5/2024 | Penobscot Investment Management Company Inc. | 8,120 | $267K | 0.0% | N/A | 0.004% | |
2/5/2024 | Duff & Phelps Investment Management Co. | 352,055 | $11.56M | 0.1% | +1.4% | 0.175% | |
2/2/2024 | Community Bank N.A. | 24,880 | $817K | 0.1% | -2.7% | 0.012% | |
2/2/2024 | BIP Wealth LLC | 43,725 | $1.44M | 0.1% | -9.5% | 0.022% | |
2/1/2024 | Foster & Motley Inc. | 115,161 | $3.78M | 0.3% | -3.9% | 0.057% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,545 | $84K | 0.1% | N/A | 0.001% | |
1/31/2024 | Zhang Financial LLC | 32,577 | $1.07M | 0.1% | N/A | 0.016% | |
1/31/2024 | Davidson Trust Co. | 23,061 | $757K | 0.5% | +9.8% | 0.011% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 890,323 | $29.23M | 0.6% | -4.5% | 0.442% | |
1/30/2024 | Avior Wealth Management LLC | 11,577 | $380K | 0.0% | -57.4% | 0.006% | |
1/29/2024 | Crestwood Advisors Group LLC | 6,805 | $223K | 0.0% | -12.8% | 0.003% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 1,101 | $36K | 0.0% | N/A | 0.001% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 26,750 | $878K | 0.0% | N/A | 0.013% | |
1/24/2024 | Private Trust Co. NA | 36,578 | $1.20M | 0.1% | +3.8% | 0.018% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 10,111 | $331K | 0.1% | -12.6% | 0.005% | |
1/19/2024 | True Link Financial Advisors LLC | 1,295,724 | $42.54M | 4.6% | N/A | 0.643% | |
1/19/2024 | Manning & Napier Group LLC | 177,814 | $5.84M | 0.1% | -10.1% | 0.088% | |
1/18/2024 | Winch Advisory Services LLC | 27,946 | $917K | 0.3% | +41.2% | 0.014% | |
1/17/2024 | IFG Advisory LLC | 31,979 | $1.05M | 0.1% | -1.1% | 0.016% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 43,966 | $1.44M | 0.3% | -35.8% | 0.022% | |
1/12/2024 | Hudson Valley Investment Advisors Inc. ADV | 838,784 | $27.39M | 3.7% | +14.3% | 0.416% | |
1/12/2024 | Fidelity D & D Bancorp Inc. | 155,737 | $5.11M | 4.0% | -9.6% | 0.077% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 50,916 | $1.67M | 0.1% | -17.8% | 0.025% | |
1/11/2024 | Whittier Trust Co. | 42,564 | $1.40M | 0.0% | -27.9% | 0.021% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 6,345 | $208K | 0.0% | +10.9% | 0.003% | |
1/10/2024 | Wayfinding Financial LLC | 141,629 | $4.65M | 3.2% | +26.1% | 0.070% | |
1/2/2024 | Anchor Investment Management LLC | 1,121 | $37K | 0.0% | N/A | 0.001% | |
1/2/2024 | Appleton Partners Inc. MA | 230,020 | $7.55M | 0.6% | +4.9% | 0.114% | |
1/2/2024 | GoalVest Advisory LLC | 221,088 | $7.26M | 3.2% | +192.0% | 0.110% | |
11/30/2023 | Fidelity D & D Bancorp Inc. | 172,353 | $5.42M | 5.6% | N/A | 0.085% | |
11/15/2023 | Crestwood Advisors Group LLC | 7,800 | $245K | 0.0% | -38.0% | 0.004% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 568,798 | $17.89M | 0.0% | -32.8% | 0.282% | |
11/9/2023 | SWS Partners | 99,108 | $3.12M | 1.2% | +2.2% | 0.049% | |
11/9/2023 | BIP Wealth LLC | 48,323 | $1.52M | 0.1% | -23.1% | 0.024% | |
11/9/2023 | Davidson Trust Co. | 20,994 | $660K | 0.5% | -7.0% | 0.010% | |
11/6/2023 | Winch Advisory Services LLC | 19,793 | $622K | 0.2% | +7.6% | 0.010% | |
11/4/2023 | NBC Securities Inc. | 1,267 | $39K | 0.0% | N/A | 0.001% | |
11/2/2023 | Wayfinding Financial LLC | 112,323 | $3.52M | 2.7% | N/A | 0.056% | |
11/2/2023 | FDx Advisors Inc. | 199,723 | $6.28M | 0.5% | -9.4% | 0.099% | |
10/27/2023 | Hudson Valley Investment Advisors Inc. ADV | 733,865 | $23.08M | 3.3% | +15.6% | 0.364% | |
10/27/2023 | First Horizon Advisors Inc. | 6,791 | $214K | 0.0% | +1,813.0% | 0.003% | |
10/27/2023 | Whittier Trust Co. of Nevada Inc. | 61,970 | $1.95M | 0.1% | -41.4% | 0.031% | |
10/27/2023 | Whittier Trust Co. | 59,065 | $1.86M | 0.0% | -2.1% | 0.029% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 68,484 | $2.15M | 0.4% | +12.2% | 0.034% | |
10/25/2023 | OLD Second National Bank of Aurora | 3,778 | $119K | 0.0% | -21.0% | 0.002% | |
10/25/2023 | Migdal Insurance & Financial Holdings Ltd. | 931,794 | $29.31M | 0.6% | +18.9% | 0.462% | |
10/24/2023 | Bank of New York Mellon Corp | 110,357 | $3.47M | 0.0% | +119.8% | 0.055% | |
10/24/2023 | Foster & Motley Inc. | 119,891 | $3.77M | 0.3% | -9.9% | 0.059% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 68,337 | $2.15M | 0.0% | +105.7% | 0.034% | |
10/23/2023 | ST Germain D J Co. Inc. | 679,178 | $21.36M | 1.2% | -19.4% | 0.337% | |
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10/20/2023 | Manning & Napier Group LLC | 197,813 | $6.22M | 0.1% | +1.0% | 0.098% | |
10/18/2023 | Private Trust Co. NA | 35,248 | $1.11M | 0.1% | +7.8% | 0.017% | |
10/17/2023 | Avior Wealth Management LLC | 27,157 | $854K | 0.1% | -24.6% | 0.013% | |
10/11/2023 | Rosenberg Matthew Hamilton | 1,204 | $38K | 0.0% | -60.7% | 0.001% | |
10/10/2023 | Bartlett & Co. LLC | 165,269 | $5.20M | 0.1% | +1.2% | 0.082% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 11,568 | $364K | 0.1% | N/A | 0.006% | |
10/10/2023 | Confluence Investment Management LLC | 260,988 | $8.21M | 0.1% | -1.8% | 0.129% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 18,099 | $569K | 0.0% | +63.7% | 0.009% | |
10/3/2023 | Appleton Partners Inc. MA | 219,353 | $6.90M | 0.6% | +7.3% | 0.109% | |
9/7/2023 | ST Germain D J Co. Inc. | 842,625 | $27.06M | 1.4% | N/A | 0.418% | |