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% | |
10/16/2024 | Applied Capital LLC FL | 25,540 | $4.27M | 3.3% | -2.0% | 0.000% | |
10/16/2024 | Acorn Creek Capital LLC | 6,488 | $1.09M | 0.6% | +6.0% | 0.000% | |
10/16/2024 | 626 Financial LLC | 14,151 | $2.37M | 1.3% | -2.5% | 0.000% | |
10/16/2024 | EdgeRock Capital LLC | 3,251 | $0.54M | 0.4% | +6.5% | 0.000% | |
10/15/2024 | Capital Advisors Wealth Management LLC | 5,864 | $0.98M | 0.2% | -1.3% | 0.000% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 8,071 | $1.32M | 0.1% | +4.8% | 0.000% | |
10/15/2024 | First United Bank & Trust | 3,205 | $0.54M | 0.2% | -20.0% | 0.000% | |
10/15/2024 | PFG Advisors | 48,937 | $8.18M | 0.5% | -1.6% | 0.000% | |
10/15/2024 | Regatta Capital Group LLC | 15,300 | $2.56M | 0.5% | -0.8% | 0.000% | |
10/15/2024 | Petredis Investment Advisors LLC | 21,112 | $3.53M | 0.4% | -11.5% | 0.000% | |
10/15/2024 | Prospect Financial Services LLC | 37,750 | $6.31M | 3.9% | +2.3% | 0.000% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 18,780 | $3.14M | 1.9% | -1.6% | 0.000% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 4,725 | $0.80M | 0.4% | +1.7% | 0.000% | |
10/15/2024 | Magnus Financial Group LLC | 17,507 | $2.93M | 0.3% | +4.3% | 0.000% | |
10/15/2024 | Luts & Greenleigh Group Inc. | 4,739 | $0.79M | 0.8% | +3.5% | 0.000% | |
10/15/2024 | Dover Advisors LLC | 3,528 | $0.59M | 0.3% | +7.6% | 0.000% | |
10/15/2024 | HTLF Bank | 15,392 | $2.57M | 0.3% | -5.0% | 0.000% | |
10/15/2024 | Keystone Wealth Services LLC | 2,628 | $0.44M | 0.1% | +2.6% | 0.000% | |
10/15/2024 | First Pacific Financial | 8,733 | $1.46M | 0.3% | +7.4% | 0.000% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 3,994 | $0.67M | 0.1% | +25.9% | 0.000% | |
10/15/2024 | Cabot Wealth Management Inc. | 121,355 | $20.29M | 2.5% | -5.8% | 0.001% | |
10/15/2024 | Shulman DeMeo Asset Management LLC | 3,136 | $0.52M | 0.1% | +16.1% | 0.000% | |
10/15/2024 | RDA Financial Network | 7,654 | $1.28M | 0.4% | +8.9% | 0.000% | |
10/15/2024 | Watershed Private Wealth LLC | 6,959 | $1.16M | 0.5% | -2.2% | 0.000% | |
10/15/2024 | Trust Co. of Oklahoma | 10,949 | $1.83M | 0.6% | -8.7% | 0.000% | |
10/15/2024 | Swedbank AB | 8,338,900 | $1.39B | 1.8% | +0.6% | 0.067% | |
10/15/2024 | Washington Capital Management Inc. | 9,300 | $1.56M | 1.2% | -1.1% | 0.000% | |
10/15/2024 | Zhang Financial LLC | 13,583 | $2.27M | 0.1% | +1.0% | 0.000% | |