10/17/2024 | Sonoma Private Wealth LLC | 3,852 | $0.64M | 1.0% | -5.9% | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 72,669 | $12.15M | 1.8% | +13.4% | 0.001% | |
10/17/2024 | Well Done LLC | 3,491 | $0.58M | 0.1% | +3.3% | 0.000% | |
10/17/2024 | Aurora Investment Managers LLC. | 23,828 | $3.98M | 2.4% | -1.1% | 0.000% | |
10/17/2024 | Ellenbecker Investment Group | 3,891 | $0.65M | 0.1% | +4.1% | 0.000% | |
10/17/2024 | Lindsell Train Ltd | 17,750 | $2.94M | 0.1% | +5.3% | 0.000% | |
10/17/2024 | Professional Advisory Services Inc. | 232,690 | $38.90M | 5.1% | +18.6% | 0.002% | |
10/17/2024 | Sax Wealth Advisors LLC | 18,486 | $3.09M | 0.3% | +12.7% | 0.000% | |
10/17/2024 | BCS Wealth Management | 2,578 | $0.43M | 0.2% | -7.5% | 0.000% | |
10/17/2024 | Kozak & Associates Inc. | 7,308 | $1.22M | 0.3% | +6.2% | 0.000% | |
10/17/2024 | Madrona Financial Services LLC | 7,455 | $1.25M | 0.3% | +1.1% | 0.000% | |
10/17/2024 | RFG Advisory LLC | 26,821 | $4.48M | 0.1% | -8.7% | 0.000% | |
10/17/2024 | Howard Capital Management Group LLC | 62,135 | $10.39M | 0.7% | -1.2% | 0.001% | |
10/17/2024 | LexAurum Advisors LLC | 10,862 | $1.82M | 0.4% | -2.1% | 0.000% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 23,358 | $3.91M | 0.6% | -1.2% | 0.000% | |
10/17/2024 | Krane Funds Advisors LLC | 1,168 | $0.20M | 0.2% | -30.0% | 0.000% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 658,347 | $110.07M | 1.2% | +3.3% | 0.005% | |
10/17/2024 | Marathon Asset Management Ltd | 278,055 | $46.49M | 1.3% | -9.6% | 0.002% | |
10/17/2024 | Harbour Capital Advisors LLC | 47,327 | $7.72M | 1.8% | +0.3% | 0.000% | |
10/17/2024 | Bar Harbor Wealth Management | 29,227 | $4.89M | 0.3% | -1.0% | 0.000% | |
10/17/2024 | Ballast Inc. | 4,622 | $0.77M | 0.2% | -7.7% | 0.000% | |
10/17/2024 | Heirloom Wealth Management | 128,111 | $21.42M | 6.7% | +1.2% | 0.001% | |
10/17/2024 | Sweet Financial Partners LLC | 20,276 | $3.39M | 0.7% | -3.2% | 0.000% | |
10/17/2024 | TruWealth Advisors LLC | 201,572 | $33.70M | 2.1% | +1.2% | 0.002% | |
10/17/2024 | AlphaMark Advisors LLC | 10,478 | $1.75M | 0.6% | -2.1% | 0.000% | |
10/17/2024 | Ellsworth Advisors LLC | 26,456 | $4.42M | 1.1% | +0.5% | 0.000% | |
10/17/2024 | Vista Investment Partners LLC | 2,828 | $0.47M | 0.2% | +4.2% | 0.000% | |
10/17/2024 | Drake & Associates LLC | 4,511 | $0.75M | 0.2% | +9.4% | 0.000% | |
10/16/2024 | Trust Co. of Vermont | 373,987 | $62.53M | 3.1% | +1.1% | 0.003% | |
10/16/2024 | Cardinal Capital Management | 15,040 | $2.52M | 0.4% | +0.5% | 0.000% | |
10/16/2024 | Secure Asset Management LLC | 12,443 | $2.08M | 0.3% | +23.8% | 0.000% | |
10/16/2024 | Smallwood Wealth Investment Management LLC | 7,151 | $1.20M | 0.9% | -4.7% | 0.000% | |
10/16/2024 | Marshall Financial Group LLC | 22,126 | $3.70M | 0.9% | -0.8% | 0.000% | |
10/16/2024 | Trifecta Capital Advisors LLC | 120,189 | $20.09M | 4.2% | -0.3% | 0.001% | |
10/16/2024 | Teamwork Financial Advisors LLC | 15,704 | $2.63M | 0.4% | +1.0% | 0.000% | |
10/16/2024 | Bleakley Financial Group LLC | 161,563 | $27.01M | 0.8% | -2.7% | 0.001% | |
10/16/2024 | Optimum Investment Advisors | 24,070 | $4.02M | 1.7% | -0.8% | 0.000% | |
10/16/2024 | Greenup Street Wealth Management LLC | 11,773 | $1.97M | 0.4% | +21.1% | 0.000% | |
10/16/2024 | Buffington Mohr McNeal | 54,412 | $9.10M | 1.5% | +28.8% | 0.000% | |
10/16/2024 | Compass Wealth Management LLC | 37,175 | $6.22M | 1.5% | -2.9% | 0.000% | |
10/16/2024 | Cumberland Advisors Inc. | 20,150 | $3.37M | 1.3% | +5.2% | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 72,131 | $12.06M | 0.4% | +7.5% | 0.001% | |
10/16/2024 | Mitchell & Pahl Private Wealth LLC | 1,700 | $0.28M | 0.1% | N/A | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 12,618 | $2.11M | 0.1% | +18.6% | 0.000% | |
10/16/2024 | Avaii Wealth Management LLC | 1,515 | $0.25M | 0.1% | +15.6% | 0.000% | |
10/16/2024 | Summit Financial Strategies Inc. | 3,052 | $0.51M | 0.1% | -3.4% | 0.000% | |
10/16/2024 | Perigon Wealth Management LLC | 276,084 | $46.16M | 1.2% | -2.0% | 0.002% | |
10/16/2024 | One Wealth Advisors LLC | 35,880 | $6M | 0.9% | +161.3% | 0.000% | |
10/16/2024 | Greater Midwest Financial Group LLC | 1,216 | $0.20M | 0.1% | N/A | 0.000% | |
10/16/2024 | Ironwood Financial llc | 18,918 | $3.16M | 0.7% | -2.1% | 0.000% | |
10/16/2024 | Mezzasalma Advisors LLC | 3,497 | $0.59M | 0.2% | +2.3% | 0.000% | |
10/16/2024 | Hengehold Capital Management LLC | 5,713 | $0.96M | 0.1% | +14.9% | 0.000% | |
10/16/2024 | Mayport LLC | 2,680 | $0.45M | 0.1% | -9.8% | 0.000% | |
10/16/2024 | Probity Advisors Inc. | 8,014 | $1.34M | 0.3% | +2.6% | 0.000% | |
10/16/2024 | Walter Public Investments Inc. | 165,828 | $27.73M | 4.8% | +3.1% | 0.001% | |
10/16/2024 | ZWJ Investment Counsel Inc. | 477,779 | $79.88M | 3.3% | -1.0% | 0.004% | |
10/16/2024 | Kowal Investment Group LLC | 6,308 | $1.06M | 0.2% | -2.0% | 0.000% | |
10/16/2024 | FLC Capital Advisors | 24,513 | $4.10M | 0.9% | +1.7% | 0.000% | |
10/16/2024 | Horizon Wealth Management LLC | 11,564 | $1.93M | 0.4% | -2.9% | 0.000% | |
10/16/2024 | Cornerstone Wealth Management LLC | 27,556 | $4.61M | 0.3% | -1.2% | 0.000% | |
10/16/2024 | Culbertson A N & Co. Inc. | 70,178 | $11.73M | 1.9% | -0.3% | 0.001% | |
10/16/2024 | Bfsg LLC | 49,698 | $8.31M | 1.0% | +4.5% | 0.000% | |
10/16/2024 | Rheos Capital Works Inc. | 70,000 | $11.70M | 0.6% | -79.4% | 0.001% | |
10/16/2024 | SPC Financial Inc. | 1,825 | $0.31M | 0.0% | +16.6% | 0.000% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 1,389 | $0.23M | 0.0% | N/A | 0.000% | |
10/16/2024 | AAFMAA Wealth Management & Trust LLC | 20,654 | $3.45M | 1.5% | +16.2% | 0.000% | |
10/16/2024 | Twelve Points Wealth Management LLC | 5,772 | $0.97M | 0.3% | -27.7% | 0.000% | |
10/16/2024 | Kaydan Wealth Management Inc. | 2,593 | $0.43M | 0.1% | -2.8% | 0.000% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 10,838 | $1.81M | 0.1% | -1.6% | 0.000% | |
10/16/2024 | Physician Wealth Advisors Inc. | 4,421 | $0.74M | 0.1% | -4.3% | 0.000% | |
10/16/2024 | Firethorn Wealth Partners LLC | 3,875 | $0.65M | 0.3% | +14.7% | 0.000% | |
10/16/2024 | Provident Wealth Management LLC | 848 | $0.14M | 0.0% | +31.5% | 0.000% | |
10/16/2024 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 4,861 | $0.81M | 0.1% | +9.8% | 0.000% | |
10/16/2024 | Indiana Trust & Investment Management Co | 7,841 | $1.31M | 0.4% | +7.2% | 0.000% | |
10/16/2024 | LaFleur & Godfrey LLC | 31,587 | $5.28M | 0.7% | -12.8% | 0.000% | |
10/16/2024 | Regent Peak Wealth Advisors LLC | 17,498 | $2.93M | 0.7% | -1.7% | 0.000% | |
10/16/2024 | Baskin Financial Services Inc. | 362,957 | $60.68M | 5.0% | -0.1% | 0.003% | |
10/16/2024 | Hunter Perkins Capital Management LLC | 12,200 | $2.04M | 0.4% | -4.7% | 0.000% | |
10/16/2024 | Transform Wealth LLC | 26,976 | $4.51M | 0.3% | -7.7% | 0.000% | |
10/16/2024 | Vontobel Holding Ltd. | 5,050,948 | $844.47M | 2.7% | -17.7% | 0.041% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 1,397 | $0.23M | 0.0% | -12.5% | 0.000% | |
10/16/2024 | Sumitomo Life Insurance Co. | 71,764 | $12M | 0.2% | +3.0% | 0.001% | |
10/16/2024 | Peoples Financial Services CORP. | 22,021 | $3.68M | 1.7% | -3.4% | 0.000% | |
10/16/2024 | Sunpointe LLC | 7,764 | $1.30M | 1.1% | -11.0% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 123,976 | $20.73M | 2.2% | -0.3% | 0.001% | |
10/16/2024 | Stage Harbor Financial LLC | 2,636 | $0.43M | 0.4% | -6.7% | 0.000% | |
10/16/2024 | Safeguard Financial LLC | 4,152 | $0.69M | 0.2% | +3.7% | 0.000% | |
10/16/2024 | Tsfg LLC | 15,883 | $2.66M | 0.6% | +1.5% | 0.000% | |
10/16/2024 | Nexus Investment Management ULC | 210,543 | $35.20M | 3.5% | +0.9% | 0.002% | |
10/16/2024 | Roberts Wealth Advisors LLC | 83,244 | $13.79M | 4.5% | +1.3% | 0.001% | |
10/16/2024 | Piscataqua Savings Bank | 3,983 | $0.67M | 0.6% | +3.4% | 0.000% | |
10/16/2024 | Stillwater Capital Advisors LLC | 4,004 | $0.67M | 0.1% | N/A | 0.000% | |
10/16/2024 | Griffin Asset Management Inc. | 39,870 | $6.67M | 0.7% | -0.5% | 0.000% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 48,652 | $8.13M | 1.2% | +4.4% | 0.000% | |
10/16/2024 | Opal Wealth Advisors LLC | 4,234 | $0.71M | 0.2% | -9.6% | 0.000% | |
10/16/2024 | Sentry LLC | 9,149 | $1.53M | 0.3% | +4.9% | 0.000% | |
10/16/2024 | Asset Dedication LLC | 28,720 | $4.80M | 0.3% | +1.7% | 0.000% | |
10/16/2024 | CFM Wealth Partners LLC | 45,655 | $6.95M | 1.4% | -0.2% | 0.000% | |
10/16/2024 | Bourne Lent Asset Management Inc. | 125,802 | $21.03M | 8.0% | -0.3% | 0.001% | |
10/16/2024 | Cascade Investment Group Inc. | 7,537 | $1.26M | 0.9% | -2.2% | 0.000% | |