10/19/2024 | Violich Capital Management Inc. | 333,115 | $55.25M | 7.2% | +1.3% | 0.003% | |
10/19/2024 | Penn Davis Mcfarland Inc. | 171,979 | $28.52M | 3.2% | +0.1% | 0.001% | |
10/19/2024 | Keener Financial Planning LLC | 1,480 | $0.25M | 0.2% | -28.8% | 0.000% | |
10/19/2024 | Brown Lisle Cummings Inc. | 48,480 | $8.04M | 2.4% | +2.0% | 0.000% | |
10/19/2024 | Godsey & Gibb Inc. | 4,310 | $0.72M | 0.1% | +7.2% | 0.000% | |
10/19/2024 | Calton & Associates Inc. | 36,961 | $6.13M | 1.0% | +2,102.7% | 0.000% | |
10/19/2024 | Baker Boyer National Bank | 2,610 | $0.43M | 0.1% | +19.8% | 0.000% | |
10/19/2024 | ACT Advisors LLC. | 1,869 | $0.31M | 0.1% | +6.1% | 0.000% | |
10/19/2024 | McClarren Financial Advisors Inc. | 2,729 | $0.45M | 0.2% | +36.2% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 2,414,487 | $400.44M | 0.6% | -26.5% | 0.020% | |
10/19/2024 | Compass Ion Advisors LLC | 13,658 | $2.27M | 0.3% | +8.3% | 0.000% | |
10/19/2024 | Vest Financial LLC | 21,869 | $3.63M | 0.1% | +192.2% | 0.000% | |
10/19/2024 | Eagle Capital Management LLC | 49,761 | $8.25M | 3.4% | -0.2% | 0.000% | |
10/19/2024 | Lee Johnson Capital Management LLC | 24,453 | $4.06M | 2.1% | N/A | 0.000% | |
10/19/2024 | Buckley Wealth Management LLC | 86,626 | $14.37M | 4.4% | -0.8% | 0.001% | |
10/19/2024 | Stegent Equity Advisors Inc. | 9,355 | $1.55M | 1.7% | +2.2% | 0.000% | |
10/19/2024 | West Branch Capital LLC | 84,752 | $14.06M | 4.9% | +1.4% | 0.001% | |
10/19/2024 | OLD National Bancorp IN | 455,908 | $75.61M | 1.7% | -4.5% | 0.004% | |
10/19/2024 | Essex LLC | 25,683 | $4.26M | 0.9% | -2.2% | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 105,949 | $17.57M | 1.2% | +18.8% | 0.001% | |
10/19/2024 | Pure Portfolios Holdings LLC | 5,560 | $0.92M | 0.3% | N/A | 0.000% | |
10/19/2024 | Bernardo Wealth Planning LLC | 1,550 | $0.25M | 0.1% | +9.0% | 0.000% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 12,948 | $2.15M | 0.5% | +1.8% | 0.000% | |
10/19/2024 | CNB Bank | 18,599 | $3.09M | 1.4% | +12.6% | 0.000% | |
10/19/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 140,550 | $23.31M | 1.9% | +2.7% | 0.001% | |
10/19/2024 | DMC Group LLC | 13,090 | $2.17M | 1.8% | -8.7% | 0.000% | |
10/19/2024 | Cedrus LLC | 7,382 | $1.22M | 0.5% | +16.8% | 0.000% | |
10/19/2024 | Means Investment CO. Inc. | 16,938 | $2.81M | 0.3% | +3.9% | 0.000% | |
10/19/2024 | New Century Financial Group LLC | 14,188 | $2.35M | 0.9% | +8.4% | 0.000% | |
10/18/2024 | Resonant Capital Advisors LLC | 28,001 | $4.64M | 0.3% | +5.8% | 0.000% | |
10/18/2024 | Revolve Wealth Partners LLC | 14,424 | $2.39M | 0.4% | -1.2% | 0.000% | |
10/18/2024 | Veracity Capital LLC | 18,379 | $3.05M | 1.2% | +2.5% | 0.000% | |
10/18/2024 | Waypoint Capital Advisors LLC | 17,182 | $2.85M | 0.6% | +0.9% | 0.000% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 9,345 | $1.55M | 0.6% | +17.1% | 0.000% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 2,515 | $0.42M | 0.1% | +16.1% | 0.000% | |
10/18/2024 | E&G Advisors LP | 50,070 | $8.30M | 2.3% | -3.3% | 0.000% | |
10/18/2024 | AA Financial Advisors LLC | 9,100 | $1.51M | 0.4% | -2.0% | 0.000% | |
10/18/2024 | Alta Wealth Advisors LLC | 17,327 | $2.87M | 1.3% | +4.8% | 0.000% | |
10/18/2024 | Chicago Capital LLC | 746,762 | $123.85M | 3.4% | +2.2% | 0.006% | |
10/18/2024 | Embree Financial Group | 62,857 | $10.43M | 1.9% | -4.5% | 0.001% | |
10/18/2024 | KFA Private Wealth Group LLC | 4,374 | $0.73M | 0.3% | +2.9% | 0.000% | |
10/18/2024 | Seamount Financial Group Inc. | 3,368 | $0.56M | 0.4% | -32.3% | 0.000% | |
10/18/2024 | Everett Harris & Co. CA | 578,905 | $96.01M | 1.2% | -0.3% | 0.005% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 1,342,302 | $222.62M | 4.7% | -7.3% | 0.011% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 8,384 | $1.39M | 0.6% | +3.9% | 0.000% | |
10/18/2024 | Integris Wealth Management LLC | 2,171 | $0.36M | 0.1% | +18.1% | 0.000% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 9,714 | $1.61M | 0.7% | +3.5% | 0.000% | |
10/18/2024 | Cahaba Wealth Management Inc. | 3,674 | $0.61M | 0.1% | -6.2% | 0.000% | |
10/18/2024 | Harfst & Associates Inc. | 22,643 | $3.76M | 0.8% | -3.2% | 0.000% | |
10/18/2024 | Meridiem Investment Management Ltd. | 678,543 | $112.56M | 2.0% | +2.2% | 0.005% | |
10/18/2024 | Clarity Wealth Advisors LLC | 51,640 | $8.57M | 2.5% | +0.6% | 0.000% | |
10/18/2024 | Commonwealth Equity Services LLC | 2,609,651 | $432.81M | 0.7% | -2.7% | 0.021% | |
10/18/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 20,000 | $3.32M | 1.7% | -40.3% | 0.000% | |
10/18/2024 | Legacy Financial Strategies LLC | 6,063 | $1.01M | 0.2% | +1.4% | 0.000% | |
10/18/2024 | ST Germain D J Co. Inc. | 433,108 | $71.83M | 3.3% | -0.8% | 0.004% | |
10/18/2024 | Raymond James & Associates | 9,477,384 | $1.57B | 1.0% | -0.9% | 0.077% | |
10/18/2024 | Slow Capital Inc. | 88,924 | $14.75M | 2.3% | +1.5% | 0.001% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 451,052 | $74.81M | 1.1% | +0.0% | 0.004% | |
10/18/2024 | NovaPoint Capital LLC | 13,439 | $2.23M | 0.7% | -5.2% | 0.000% | |
10/18/2024 | First Citizens Bank & Trust Co. | 171,610 | $28.46M | 0.4% | -5.0% | 0.001% | |
10/18/2024 | Capital Investment Advisors LLC | 388,702 | $64.47M | 1.3% | +3.2% | 0.003% | |
10/18/2024 | Dixon Mitchell Investment Counsel Inc. | 782,064 | $129.71M | 5.9% | +3.8% | 0.006% | |
10/18/2024 | Blue Trust Inc. | 61,900 | $11.28M | 0.1% | +91.7% | 0.001% | |
10/18/2024 | Meridian Financial Partners LLC | 15,155 | $2.51M | 1.3% | +0.8% | 0.000% | |
10/18/2024 | IFG Advisors LLC | 12,849 | $2.13M | 0.5% | +3.6% | 0.000% | |
10/18/2024 | Riverview Trust Co | 7,866 | $1.31M | 1.1% | +1.4% | 0.000% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 35,534 | $5.89M | 0.6% | -17.9% | 0.000% | |
10/18/2024 | Generate Investment Management Ltd | 189,440 | $31.42M | 2.1% | -40.8% | 0.002% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 520,546 | $86.36M | 5.6% | -0.2% | 0.004% | |
10/18/2024 | Accurate Wealth Management LLC | 18,692 | $3.09M | 0.6% | +2.2% | 0.000% | |
10/18/2024 | KMG Fiduciary Partners LLC | 177,532 | $29.44M | 2.5% | -2.5% | 0.001% | |
10/18/2024 | Net Worth Advisory Group | 4,669 | $0.77M | 0.2% | N/A | 0.000% | |
10/18/2024 | Kirr Marbach & Co. LLC IN | 91,394 | $15.16M | 3.4% | +0.3% | 0.001% | |
10/18/2024 | Stratos Investment Management LLC | 162,997 | $27.03M | 1.9% | +6.3% | 0.001% | |
10/18/2024 | Stratos Wealth Advisors LLC | 69,788 | $11.57M | 0.5% | +2.0% | 0.001% | |
10/17/2024 | Stratos Wealth Partners LTD. | 334,330 | $55.45M | 0.8% | +4.8% | 0.003% | |
10/17/2024 | Pachira Investments Inc. | 4,750 | $0.79M | 0.6% | -11.5% | 0.000% | |
10/17/2024 | Richard W. Paul & Associates LLC | 7,904 | $1.31M | 0.5% | -1.9% | 0.000% | |
10/17/2024 | Strategic Advocates LLC | 22,850 | $3.79M | 1.4% | -6.0% | 0.000% | |
10/17/2024 | Inspire Advisors LLC | 2,857 | $0.47M | 0.1% | +10.1% | 0.000% | |
10/17/2024 | Intergy Private Wealth LLC | 2,270 | $0.38M | 0.1% | +11.4% | 0.000% | |
10/17/2024 | Aspiriant LLC | 79,369 | $13.16M | 0.5% | -1.5% | 0.001% | |
10/17/2024 | Trust Point Inc. | 52,019 | $8.63M | 0.6% | +1.6% | 0.000% | |
10/17/2024 | Aaron Wealth Advisors LLC | 33,106 | $5.49M | 0.7% | +24.7% | 0.000% | |
10/17/2024 | Joule Financial LLC | 10,636 | $1.76M | 0.6% | -14.2% | 0.000% | |
10/17/2024 | Stonegate Investment Group LLC | 872,306 | $144.67M | 3.8% | +2.0% | 0.007% | |
10/17/2024 | Fusion Family Wealth LLC | 2,443 | $0.41M | 0.0% | +3.5% | 0.000% | |
10/17/2024 | ERTS Wealth Advisors LLC | 8,171 | $1.36M | 0.3% | -1.8% | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 104,370 | $17.31M | 2.5% | +7.4% | 0.001% | |
10/17/2024 | Well Done LLC | 1,756 | $0.29M | 0.1% | -11.7% | 0.000% | |
10/17/2024 | Aurora Investment Managers LLC. | 26,439 | $4.39M | 2.7% | -1.6% | 0.000% | |
10/17/2024 | Altus Wealth Management LLC | 1,888 | $0.31M | 0.1% | -41.4% | 0.000% | |
10/17/2024 | CHB Investment Group LLC | 1,587 | $0.26M | 0.1% | N/A | 0.000% | |
10/17/2024 | Ellenbecker Investment Group | 2,082 | $0.35M | 0.1% | +8.4% | 0.000% | |
10/17/2024 | Addison Capital Co | 64,460 | $10.69M | 4.3% | -0.9% | 0.001% | |
10/17/2024 | Professional Advisory Services Inc. | 12,041 | $2M | 0.3% | +2.1% | 0.000% | |
10/17/2024 | Sax Wealth Advisors LLC | 10,119 | $1.68M | 0.1% | +16.5% | 0.000% | |
10/17/2024 | BCS Wealth Management | 4,837 | $0.80M | 0.3% | +62.9% | 0.000% | |
10/17/2024 | Madrona Financial Services LLC | 11,720 | $1.94M | 0.5% | +43.2% | 0.000% | |
10/17/2024 | RFG Advisory LLC | 62,554 | $10.38M | 0.3% | -7.3% | 0.001% | |