10/9/2024 | Clarus Wealth Advisors | 4,236 | $0.69M | 0.4% | +8.2% | 0.000% | |
10/9/2024 | TL Private Wealth | 1,803 | $0.29M | 0.1% | +39.8% | 0.000% | |
10/9/2024 | USA Financial Formulas | 8,713 | $1.45M | 0.2% | -16.9% | 0.000% | |
10/9/2024 | Somerset Trust Co | 5,922 | $0.98M | 0.4% | +5.8% | 0.000% | |
10/9/2024 | Patten Group Inc. | 22,141 | $3.67M | 0.8% | -9.3% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 206,378 | $34.23M | 1.1% | -1.0% | 0.002% | |
10/9/2024 | Wedmont Private Capital | 78,390 | $12.78M | 0.7% | +12.0% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 21,710 | $3.60M | 0.3% | +3.1% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 12,025 | $1.99M | 0.4% | -3.5% | 0.000% | |
10/8/2024 | CWM LLC | 895,887 | $148.58M | 0.6% | +0.3% | 0.007% | |
10/8/2024 | Daymark Wealth Partners LLC | 292,298 | $48.48M | 1.6% | +1.4% | 0.002% | |
10/8/2024 | Burkett Financial Services LLC | 761 | $0.13M | 0.1% | -9.5% | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 2,314 | $0.38M | 0.2% | +15.9% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 34,028 | $5.64M | 1.4% | -1.2% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 16,990 | $2.82M | 0.6% | +0.5% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 62,541 | $10.37M | 2.3% | -0.9% | 0.001% | |
10/8/2024 | Royal Fund Management LLC | 35,619 | $5.91M | 0.4% | -0.8% | 0.000% | |
10/8/2024 | First PREMIER Bank | 1,655 | $0.28M | 0.1% | +3.8% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 5,957 | $0.99M | 0.1% | -14.5% | 0.000% | |
10/8/2024 | True North Advisors LLC | 30,326 | $5.03M | 1.3% | -1.5% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 801 | $0.13M | 0.1% | +40.5% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,324 | $1.38M | 0.1% | -1.3% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 2,275 | $0.38M | 0.3% | -18.0% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 21,509 | $3.57M | 2.6% | +0.7% | 0.000% | |
10/8/2024 | St. Louis Financial Planners Asset Management LLC | 12,527 | $2.09M | 1.7% | -34.8% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 37,215 | $6.17M | 1.4% | +0.6% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 81,302 | $13.48M | 1.3% | +9.8% | 0.001% | |
10/8/2024 | Pathway Financial Advisors LLC | 4,332 | $0.72M | 0.2% | -37.5% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 27,126 | $4.50M | 2.2% | +1.2% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 8,935 | $1.48M | 0.6% | -4.6% | 0.000% | |
10/8/2024 | WealthCare Investment Partners LLC | 3,516 | $0.57M | 0.3% | -5.3% | 0.000% | |
10/8/2024 | Sage Capital Advisors llc | 64,368 | $10.68M | 2.8% | +0.1% | 0.001% | |
10/8/2024 | Marquette Asset Management LLC | 7,420 | $1.23M | 0.2% | +24.9% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 15,099 | $2.50M | 0.3% | -1.5% | 0.000% | |
10/8/2024 | Cape ANN Savings Bank | 30,798 | $5.11M | 3.0% | -3.8% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 312,310 | $51.80M | 0.8% | +14.1% | 0.003% | |
10/8/2024 | Olistico Wealth LLC | 8,235 | $1.37M | 0.8% | -7.1% | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 51,427 | $8.53M | 4.0% | +1.3% | 0.000% | |
10/8/2024 | City Holding Co. | 126,112 | $20.92M | 2.9% | -4.2% | 0.001% | |
10/8/2024 | Artemis Investment Management LLP | 495,162 | $82.12M | 1.3% | -54.6% | 0.004% | |
10/8/2024 | Country Trust Bank | 369,581 | $61.30M | 1.5% | -17.1% | 0.003% | |
10/8/2024 | Park Place Capital Corp | 19,291 | $3.20M | 0.9% | +4.2% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 83,548 | $13.86M | 0.9% | +1.3% | 0.001% | |
10/8/2024 | Tealwood Asset Management Inc. | 12,416 | $2.06M | 0.9% | +3.3% | 0.000% | |
10/8/2024 | Traveka Wealth LLC | 16,083 | $2.67M | 1.4% | +0.4% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 23,189 | $3.85M | 0.5% | +1.7% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 133,393 | $22.12M | 1.5% | +2.3% | 0.001% | |
10/8/2024 | Bridge Creek Capital Management LLC | 5,120 | $0.85M | 0.3% | -2.9% | 0.000% | |
10/8/2024 | Clean Yield Group | 9,773 | $1.62M | 0.5% | +1.8% | 0.000% | |
10/8/2024 | Marion Wealth Management | 21,327 | $3.54M | 0.9% | +5.6% | 0.000% | |
10/8/2024 | Anderson Hoagland & Co. | 14,757 | $2.47M | 0.3% | -53.0% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 143,529 | $23.80M | 0.7% | +1.7% | 0.001% | |
10/8/2024 | Tlwm | 11,484 | $1.91M | 0.4% | -1.4% | 0.000% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 61,650 | $10.23M | 3.2% | +2.7% | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 26,599 | $4.45M | 0.0% | +116.6% | 0.000% | |
10/8/2024 | Evanson Asset Management LLC | 198,300 | $32.89M | 2.4% | -1.2% | 0.002% | |
10/8/2024 | Alpha Cubed Investments LLC | 526,956 | $87.40M | 3.9% | -3.1% | 0.004% | |
10/8/2024 | Chesley Taft & Associates LLC | 120,378 | $19.97M | 1.0% | -1.6% | 0.001% | |
10/8/2024 | Williams & Novak LLC | 4,389 | $0.73M | 0.7% | +45.7% | 0.000% | |
10/8/2024 | Neumann Advisory Hong Kong Ltd | 32,489 | $5.39M | 2.2% | +90.7% | 0.000% | |
10/8/2024 | Cardinal Point Capital Management ULC | 4,367 | $0.72M | 0.1% | +139.4% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 7,318 | $1.21M | 0.2% | +27.4% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 23,289 | $3.86M | 0.8% | +6.3% | 0.000% | |
10/8/2024 | Exeter Financial LLC | 1,369 | $0.23M | 0.1% | -23.5% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 9,632 | $1.60M | 0.3% | +5.6% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 41,961 | $6.96M | 2.3% | +1.7% | 0.000% | |
10/8/2024 | Omega Financial Group LLC | 2,032 | $0.34M | 0.1% | -33.4% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 32,591 | $5.41M | 0.5% | +1.2% | 0.000% | |
10/8/2024 | Affinity Capital Advisors LLC | 4,470 | $0.74M | 0.1% | +5.9% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 15,021 | $2.49M | 0.6% | -1.8% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 194,380 | $32.24M | 3.2% | +0.1% | 0.002% | |
10/8/2024 | Greenfield Savings Bank | 16,935 | $2.81M | 1.3% | -0.9% | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 8,926 | $1.48M | 0.2% | -2.6% | 0.000% | |
10/8/2024 | Mather Group LLC. | 60,279 | $10M | 0.1% | -24.8% | 0.000% | |
10/8/2024 | Security National Bank | 38,864 | $6.45M | 0.9% | +4.2% | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 38,768 | $6.43M | 3.0% | +1.3% | 0.000% | |
10/7/2024 | EWG Elevate Inc. | 1,305 | $0.22M | 0.1% | +9.7% | 0.000% | |
10/7/2024 | Bank of New Hampshire | 51,973 | $8.62M | 2.2% | -3.2% | 0.000% | |
10/7/2024 | Foresight Capital Management Advisors Inc. | 15,753 | $2.61M | 1.6% | +5.0% | 0.000% | |
10/7/2024 | Sterling Group Wealth Management LLC | 3,624 | $0.60M | 0.3% | +4.6% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 29,304 | $4.86M | 3.0% | +2.8% | 0.000% | |
10/7/2024 | Foster Group Inc. | 22,325 | $3.70M | 0.1% | -2.2% | 0.000% | |
10/7/2024 | SignalPoint Asset Management LLC | 21,485 | $3.52M | 0.8% | -0.7% | 0.000% | |
10/7/2024 | Fragasso Financial Advisors Inc | 88,711 | $14.71M | 1.1% | -0.1% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 129,778 | $21.52M | 0.8% | -3.2% | 0.001% | |
10/7/2024 | Prentice Wealth Management LLC | 6,516 | $1.08M | 0.3% | -3.4% | 0.000% | |
10/7/2024 | Value Partners Investments Inc. | 248,224 | $41.17M | 1.2% | +1,587.8% | 0.002% | |
10/7/2024 | Sandbox Financial Partners LLC | 17,034 | $2.83M | 1.0% | -7.5% | 0.000% | |
10/7/2024 | MKT Advisors LLC | 7,363 | $1.22M | 0.6% | +0.8% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 107,968 | $17.91M | 0.4% | +3.0% | 0.001% | |
10/7/2024 | Eagle Rock Investment Company LLC | 126,008 | $20.90M | 3.5% | +5.7% | 0.001% | |
10/7/2024 | Consilio Wealth Advisors LLC | 8,653 | $1.44M | 0.6% | +11.7% | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 28,634 | $4.75M | 1.1% | -1.5% | 0.000% | |
10/7/2024 | Smith Anglin Financial LLC | 6,857 | $1.14M | 0.1% | +8.8% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 8,806 | $1.46M | 0.8% | -17.2% | 0.000% | |
10/7/2024 | Diversified Trust Co | 281,185 | $46.64M | 1.2% | +16.2% | 0.002% | |
10/7/2024 | Cora Capital Advisors LLC | 3,482 | $0.58M | 0.3% | -3.3% | 0.000% | |
10/7/2024 | Azzad Asset Management Inc. ADV | 110,748 | $18.37M | 2.1% | +4.7% | 0.001% | |
10/7/2024 | WealthBridge Capital Management LLC | 8,375 | $1.39M | 0.4% | +19.5% | 0.000% | |
10/7/2024 | Herbst Group LLC | 34,888 | $5.79M | 3.6% | -2.6% | 0.000% | |