10/18/2024 | Etesian Wealth Advisors Inc. | 1,380 | $0.72M | 0.3% | -2.7% | 0.000% | |
10/18/2024 | Sander Capital Advisors Inc. | 14,661 | $7.59M | 3.5% | -0.7% | 0.003% | |
10/18/2024 | Meridiem Investment Management Ltd. | 209,972 | $108.71M | 1.9% | +0.7% | 0.047% | |
10/18/2024 | Commonwealth Equity Services LLC | 166,629 | $86.28M | 0.1% | -0.2% | 0.038% | |
10/18/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 1,200 | $0.62M | 0.3% | +71.4% | 0.000% | |
10/18/2024 | ST Germain D J Co. Inc. | 13,631 | $7.06M | 0.3% | +12.1% | 0.003% | |
10/18/2024 | Slow Capital Inc. | 6,611 | $3.42M | 0.5% | +4.2% | 0.001% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 3,841 | $1.99M | 0.0% | -1.0% | 0.001% | |
10/18/2024 | NovaPoint Capital LLC | 1,500 | $0.78M | 0.2% | -5.5% | 0.000% | |
10/18/2024 | Chronos Wealth Management LLC | 6,604 | $3.42M | 1.8% | +5.8% | 0.001% | |
10/18/2024 | Capital Investment Advisors LLC | 6,378 | $3.30M | 0.1% | +14.1% | 0.001% | |
10/18/2024 | Blue Trust Inc. | 7,752 | $4.31M | 0.1% | +29.9% | 0.002% | |
10/18/2024 | Mogy Joel R Investment Counsel Inc. | 64,965 | $33.64M | 2.1% | +1.9% | 0.015% | |
10/18/2024 | Net Worth Advisory Group | 3,582 | $1.86M | 0.6% | N/A | 0.001% | |
10/18/2024 | Stratos Investment Management LLC | 14,519 | $7.52M | 0.5% | +8.2% | 0.003% | |
10/18/2024 | Stratos Wealth Advisors LLC | 20,532 | $10.63M | 0.5% | +0.4% | 0.005% | |
10/17/2024 | Stratos Wealth Partners LTD. | 15,827 | $8.20M | 0.1% | +0.9% | 0.004% | |
10/17/2024 | Richard W. Paul & Associates LLC | 2,675 | $1.39M | 0.5% | -1.6% | 0.001% | |
10/17/2024 | Aspiriant LLC | 2,316 | $1.20M | 0.0% | -6.6% | 0.001% | |
10/17/2024 | Trust Point Inc. | 3,490 | $1.81M | 0.1% | +1.1% | 0.001% | |
10/17/2024 | Aaron Wealth Advisors LLC | 2,420 | $1.25M | 0.1% | +16.7% | 0.001% | |
10/17/2024 | M3 Advisory Group LLC | 553 | $0.29M | 0.2% | +14.0% | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 11,105 | $5.75M | 0.8% | +8.0% | 0.003% | |
10/17/2024 | Kozak & Associates Inc. | 1,157 | $0.58M | 0.1% | +3.5% | 0.000% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 526 | $0.27M | 0.0% | +4.0% | 0.000% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 73,169 | $37.89M | 0.4% | +3.2% | 0.017% | |
10/17/2024 | Marathon Asset Management Ltd | 101,228 | $52.41M | 1.4% | -15.5% | 0.023% | |
10/17/2024 | Harbour Capital Advisors LLC | 4,827 | $2.39M | 0.6% | +2.5% | 0.001% | |
10/17/2024 | Bar Harbor Wealth Management | 10,055 | $5.21M | 0.3% | +3.9% | 0.002% | |
10/17/2024 | Sweet Financial Partners LLC | 3,428 | $1.78M | 0.4% | N/A | 0.001% | |
10/17/2024 | TruWealth Advisors LLC | 1,348 | $0.70M | 0.0% | +11.8% | 0.000% | |
10/17/2024 | Ellsworth Advisors LLC | 8,511 | $4.41M | 1.1% | N/A | 0.002% | |
10/17/2024 | Drake & Associates LLC | 650 | $0.34M | 0.1% | +51.9% | 0.000% | |
10/16/2024 | Trust Co. of Vermont | 26,034 | $13.48M | 0.7% | +6.8% | 0.006% | |
10/16/2024 | Secure Asset Management LLC | 1,097 | $0.57M | 0.1% | +38.5% | 0.000% | |
10/16/2024 | Trifecta Capital Advisors LLC | 8,983 | $4.65M | 1.0% | +2.8% | 0.002% | |
10/16/2024 | Bleakley Financial Group LLC | 8,086 | $4.19M | 0.1% | +4.2% | 0.002% | |
10/16/2024 | Greenup Street Wealth Management LLC | 5,419 | $2.81M | 0.6% | -26.5% | 0.001% | |
10/16/2024 | Compass Wealth Management LLC | 9,596 | $4.97M | 1.2% | -7.4% | 0.002% | |
10/16/2024 | Riversedge Advisors LLC | 393 | $0.20M | 0.0% | +6.2% | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 12,365 | $6.40M | 0.2% | -1.3% | 0.003% | |
10/16/2024 | Good Life Advisors LLC | 880 | $0.46M | 0.0% | +56.3% | 0.000% | |
10/16/2024 | Avaii Wealth Management LLC | 829 | $0.43M | 0.2% | -22.6% | 0.000% | |
10/16/2024 | nVerses Capital LLC | 300 | $0.16M | 0.1% | N/A | 0.000% | |
10/16/2024 | One Wealth Advisors LLC | 728 | $0.38M | 0.1% | -29.7% | 0.000% | |
10/16/2024 | Naviter Wealth LLC | 4,923 | $2.55M | 0.4% | +2.9% | 0.001% | |
10/16/2024 | Mezzasalma Advisors LLC | 6,623 | $3.43M | 1.4% | -0.8% | 0.001% | |
10/16/2024 | Mayport LLC | 574 | $0.30M | 0.1% | +4.6% | 0.000% | |
10/16/2024 | Probity Advisors Inc. | 1,381 | $0.72M | 0.1% | +9.3% | 0.000% | |
10/16/2024 | McCollum Christoferson Group LLC | 6,347 | $3.29M | 1.0% | +1.0% | 0.001% | |
10/16/2024 | Cornerstone Wealth Management LLC | 1,303 | $0.68M | 0.0% | -2.8% | 0.000% | |
10/16/2024 | Culbertson A N & Co. Inc. | 1,710 | $0.89M | 0.1% | +9.6% | 0.000% | |
10/16/2024 | Bfsg LLC | 7,440 | $3.85M | 0.4% | +2.4% | 0.002% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 513 | $0.27M | 0.1% | -38.2% | 0.000% | |
10/16/2024 | AAFMAA Wealth Management & Trust LLC | 3,489 | $1.81M | 0.8% | +10.5% | 0.001% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 26,807 | $13.88M | 1.0% | -3.3% | 0.006% | |
10/16/2024 | Physician Wealth Advisors Inc. | 564 | $0.29M | 0.1% | +6.0% | 0.000% | |
10/16/2024 | Wolff Wiese Magana LLC | 1,155 | $0.60M | 0.4% | +3.0% | 0.000% | |
10/16/2024 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 1,645 | $0.85M | 0.1% | +5.7% | 0.000% | |
10/16/2024 | Indiana Trust & Investment Management Co | 525 | $0.27M | 0.1% | -12.5% | 0.000% | |
10/16/2024 | Baskin Financial Services Inc. | 55,114 | $28.54M | 2.3% | +2.6% | 0.012% | |
10/16/2024 | Transform Wealth LLC | 23,638 | $12.24M | 0.8% | +1.8% | 0.005% | |
10/16/2024 | Vontobel Holding Ltd. | 1,266,426 | $655.73M | 2.1% | -1.9% | 0.286% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 12,729 | $6.59M | 0.4% | -2.9% | 0.003% | |
10/16/2024 | Sumitomo Life Insurance Co. | 24,173 | $12.52M | 0.2% | +19.0% | 0.005% | |
10/16/2024 | Peoples Financial Services CORP. | 3,330 | $1.72M | 0.8% | +1.3% | 0.001% | |
10/16/2024 | Sunpointe LLC | 1,023 | $0.53M | 0.4% | -5.9% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 2,912 | $1.51M | 0.2% | -22.5% | 0.001% | |
10/16/2024 | Stableford Capital II LLC | 2,772 | $1.37M | 0.5% | +9.6% | 0.001% | |
10/16/2024 | Safeguard Financial LLC | 502 | $0.26M | 0.1% | N/A | 0.000% | |
10/16/2024 | Roberts Wealth Advisors LLC | 7,543 | $3.74M | 1.2% | +3.7% | 0.002% | |
10/16/2024 | Piscataqua Savings Bank | 49 | $25K | 0.0% | +226.7% | 0.000% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 1,450 | $0.75M | 0.1% | +29.2% | 0.000% | |
10/16/2024 | Asset Dedication LLC | 6,443 | $3.34M | 0.2% | -11.6% | 0.001% | |
10/16/2024 | CFM Wealth Partners LLC | 2,730 | $1.38M | 0.3% | -4.9% | 0.001% | |
10/16/2024 | Bourne Lent Asset Management Inc. | 61,010 | $31.59M | 12.0% | +0.2% | 0.014% | |
10/16/2024 | Braun Bostich & Associates Inc. | 589 | $0.31M | 0.2% | -11.2% | 0.000% | |
10/16/2024 | Applied Capital LLC FL | 658 | $0.34M | 0.3% | -3.4% | 0.000% | |
10/16/2024 | ERn Financial LLC | 1,569 | $0.81M | 0.1% | -1.8% | 0.000% | |
10/16/2024 | Lynch & Associates IN | 1,901 | $0.98M | 0.2% | +9.0% | 0.000% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 40,961 | $20.24M | 1.4% | +0.1% | 0.009% | |
10/15/2024 | PFG Advisors | 4,190 | $2.17M | 0.1% | -0.9% | 0.001% | |
10/15/2024 | Petredis Investment Advisors LLC | 7,810 | $4.04M | 0.4% | +0.3% | 0.002% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 506 | $0.25M | 0.1% | -24.0% | 0.000% | |
10/15/2024 | Magnus Financial Group LLC | 928 | $0.48M | 0.0% | +9.2% | 0.000% | |
10/15/2024 | Dover Advisors LLC | 3,086 | $1.60M | 0.9% | +7.3% | 0.001% | |
10/15/2024 | HTLF Bank | 476 | $0.25M | 0.0% | -19.0% | 0.000% | |
10/15/2024 | First Pacific Financial | 2,479 | $1.28M | 0.3% | +2.4% | 0.001% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 423 | $0.22M | 0.0% | N/A | 0.000% | |
10/15/2024 | Cabot Wealth Management Inc. | 4,401 | $2.28M | 0.3% | +0.7% | 0.001% | |
10/15/2024 | RDA Financial Network | 9,069 | $4.70M | 1.5% | +4.3% | 0.002% | |
10/15/2024 | Trust Co. of Oklahoma | 1,359 | $0.70M | 0.2% | -9.6% | 0.000% | |
10/15/2024 | Swedbank AB | 1,196,175 | $619.36M | 0.8% | +0.3% | 0.270% | |
10/15/2024 | Zhang Financial LLC | 2,942 | $1.52M | 0.1% | +6.5% | 0.001% | |
10/15/2024 | Norway Savings Bank | 1,697 | $0.88M | 0.5% | N/A | 0.000% | |
10/15/2024 | Ulland Investment Advisors LLC | 50 | $26K | 0.0% | -45.1% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 6,082 | $3.15M | 0.3% | +7.4% | 0.001% | |
10/15/2024 | Richwood Investment Advisors LLC | 1,189 | $0.62M | 0.5% | -3.9% | 0.000% | |
10/15/2024 | Boomfish Wealth Group LLC | 4,409 | $2.28M | 1.4% | +4.8% | 0.001% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 985 | $0.51M | 0.2% | +4.9% | 0.000% | |