10/19/2024 | Violich Capital Management Inc. | 366,175 | $61.22M | 8.0% | +1.3% | 0.003% | |
10/19/2024 | Penn Davis Mcfarland Inc. | 492,415 | $82.33M | 9.3% | +6.7% | 0.004% | |
10/19/2024 | ACT Advisors LLC. | 1,388 | $0.23M | 0.1% | -8.1% | 0.000% | |
10/19/2024 | McClarren Financial Advisors Inc. | 2,135 | $0.36M | 0.2% | +29.4% | 0.000% | |
10/19/2024 | Black Point Wealth Management | 2,241 | $0.38M | 0.4% | -79.1% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 2,269,818 | $379.49M | 0.6% | -11.9% | 0.018% | |
10/19/2024 | Compass Ion Advisors LLC | 23,071 | $3.86M | 0.5% | +8.7% | 0.000% | |
10/19/2024 | Vest Financial LLC | 18,388 | $3.07M | 0.1% | +192.5% | 0.000% | |
10/19/2024 | Capital Wealth Management LLC | 1,480 | $0.25M | 0.1% | N/A | 0.000% | |
10/19/2024 | Buckley Wealth Management LLC | 7,923 | $1.33M | 0.4% | -2.5% | 0.000% | |
10/19/2024 | Nepsis Inc. | 3,316 | $0.55M | 0.1% | -97.3% | 0.000% | |
10/19/2024 | OLD National Bancorp IN | 39,663 | $6.63M | 0.2% | +1.9% | 0.000% | |
10/19/2024 | Essex LLC | 26,769 | $4.48M | 0.9% | -1.6% | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 49,677 | $8.31M | 0.6% | +4.2% | 0.000% | |
10/19/2024 | Pure Portfolios Holdings LLC | 11,104 | $1.86M | 0.7% | N/A | 0.000% | |
10/19/2024 | Bernardo Wealth Planning LLC | 9,095 | $1.50M | 0.4% | +1.2% | 0.000% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 8,564 | $1.43M | 0.3% | +8.0% | 0.000% | |
10/19/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 209,377 | $35.01M | 2.8% | +0.7% | 0.002% | |
10/19/2024 | Cedrus LLC | 1,748 | $0.29M | 0.1% | +4.5% | 0.000% | |
10/19/2024 | Means Investment CO. Inc. | 118,129 | $19.75M | 2.2% | +1.2% | 0.001% | |
10/19/2024 | New Century Financial Group LLC | 2,237 | $0.37M | 0.1% | +6.6% | 0.000% | |
10/18/2024 | Resonant Capital Advisors LLC | 47,510 | $7.94M | 0.6% | +0.2% | 0.000% | |
10/18/2024 | Revolve Wealth Partners LLC | 10,954 | $1.83M | 0.3% | +12.1% | 0.000% | |
10/18/2024 | Verde Capital Management | 16,715 | $2.80M | 0.8% | +6.5% | 0.000% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 20,672 | $3.46M | 0.7% | +4.7% | 0.000% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 16,286 | $2.72M | 1.1% | +32.9% | 0.000% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 3,792 | $0.63M | 0.2% | +17.2% | 0.000% | |
10/18/2024 | E&G Advisors LP | 7,959 | $1.33M | 0.4% | +4.7% | 0.000% | |
10/18/2024 | AA Financial Advisors LLC | 7,147 | $1.20M | 0.3% | +15.9% | 0.000% | |
10/18/2024 | Chicago Capital LLC | 96,001 | $16.05M | 0.4% | +1.8% | 0.001% | |
10/18/2024 | Embree Financial Group | 15,267 | $2.55M | 0.5% | -0.6% | 0.000% | |
10/18/2024 | KFA Private Wealth Group LLC | 1,379 | $0.23M | 0.1% | -12.2% | 0.000% | |
10/18/2024 | Everett Harris & Co. CA | 2,067,579 | $345.68M | 4.3% | -0.9% | 0.017% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 67,576 | $11.30M | 0.2% | -16.0% | 0.001% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 7,444 | $1.25M | 0.6% | +4.7% | 0.000% | |
10/18/2024 | Integris Wealth Management LLC | 2,411 | $0.40M | 0.1% | +27.5% | 0.000% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 4,360 | $0.73M | 0.3% | +14.9% | 0.000% | |
10/18/2024 | Meridiem Investment Management Ltd. | 503,883 | $84.24M | 1.5% | -3.5% | 0.004% | |
10/18/2024 | Clarity Wealth Advisors LLC | 34,121 | $5.71M | 1.7% | +5.0% | 0.000% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,990,351 | $332.77M | 0.5% | -1.4% | 0.016% | |
10/18/2024 | Legacy Financial Strategies LLC | 2,237 | $0.37M | 0.1% | +90.1% | 0.000% | |
10/18/2024 | ST Germain D J Co. Inc. | 81,572 | $13.64M | 0.6% | -1.6% | 0.001% | |
10/18/2024 | Slow Capital Inc. | 27,655 | $4.62M | 0.7% | -1.1% | 0.000% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 1,427,160 | $238.61M | 3.4% | +0.3% | 0.012% | |
10/18/2024 | First Citizens Bank & Trust Co. | 143,056 | $23.92M | 0.4% | -5.7% | 0.001% | |
10/18/2024 | Chronos Wealth Management LLC | 69,868 | $11.68M | 6.1% | +2.1% | 0.001% | |
10/18/2024 | Capital Investment Advisors LLC | 30,883 | $5.16M | 0.1% | +3.4% | 0.000% | |
10/18/2024 | Blue Trust Inc. | 28,280 | $5.19M | 0.1% | +37.1% | 0.000% | |
10/18/2024 | Meridian Financial Partners LLC | 9,399 | $1.57M | 0.8% | +1.5% | 0.000% | |
10/18/2024 | Mogy Joel R Investment Counsel Inc. | 349,959 | $58.51M | 3.6% | -0.4% | 0.003% | |
10/18/2024 | Riverview Trust Co | 10,670 | $1.78M | 1.6% | -4.0% | 0.000% | |
10/18/2024 | West Oak Capital LLC | 24,420 | $4.08M | 0.8% | -1.9% | 0.000% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 22,948 | $3.84M | 0.4% | -24.1% | 0.000% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 43,788 | $7.32M | 0.5% | -0.4% | 0.000% | |
10/18/2024 | Accurate Wealth Management LLC | 12,088 | $2.02M | 0.4% | -3.8% | 0.000% | |
10/18/2024 | KMG Fiduciary Partners LLC | 27,203 | $4.55M | 0.4% | -3.4% | 0.000% | |
10/18/2024 | Net Worth Advisory Group | 15,015 | $2.51M | 0.7% | N/A | 0.000% | |
10/18/2024 | Stratos Investment Management LLC | 23,584 | $3.94M | 0.3% | +4.0% | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 75,625 | $12.64M | 0.6% | -1.4% | 0.001% | |
10/17/2024 | Stratos Wealth Partners LTD. | 202,186 | $33.80M | 0.5% | +6.8% | 0.002% | |
10/17/2024 | Richard W. Paul & Associates LLC | 10,755 | $1.80M | 0.6% | -1.0% | 0.000% | |
10/17/2024 | Intergy Private Wealth LLC | 3,694 | $0.62M | 0.2% | +4.4% | 0.000% | |
10/17/2024 | Aspiriant LLC | 43,579 | $7.29M | 0.3% | +2.3% | 0.000% | |
10/17/2024 | Trust Point Inc. | 25,927 | $4.34M | 0.3% | +0.3% | 0.000% | |
10/17/2024 | Aaron Wealth Advisors LLC | 28,274 | $4.73M | 0.6% | +23.8% | 0.000% | |
10/17/2024 | Stonegate Investment Group LLC | 20,007 | $3.35M | 0.1% | +2.0% | 0.000% | |
10/17/2024 | M3 Advisory Group LLC | 4,844 | $0.81M | 0.6% | +7.4% | 0.000% | |
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% | |