10/5/2024 | Curated Wealth Partners LLC | 29,236 | $5.45M | 0.7% | +10.9% | 0.000% | |
10/5/2024 | Mirador Capital Partners LP | 99,683 | $18.57M | 3.3% | +1.9% | 0.001% | |
10/5/2024 | Central Valley Advisors LLC | 22,914 | $4.27M | 2.4% | +2.0% | 0.000% | |
10/5/2024 | Great Waters Wealth Management | 7,370 | $1.37M | 0.2% | -7.1% | 0.000% | |
10/5/2024 | Seneca House Advisors | 3,181 | $0.59M | 0.2% | +9.7% | 0.000% | |
10/5/2024 | Goelzer Investment Management Inc. | 48,371 | $9.01M | 0.5% | +1.6% | 0.000% | |
10/5/2024 | Allied Investment Advisors LLC | 2,499 | $0.47M | 0.1% | -14.9% | 0.000% | |
10/5/2024 | Fluent Financial LLC | 6,586 | $1.23M | 0.6% | -56.7% | 0.000% | |
10/5/2024 | Biltmore Wealth Management LLC | 5,495 | $1.02M | 0.4% | -11.3% | 0.000% | |
10/5/2024 | Triton Wealth Management PLLC | 30,324 | $5.63M | 3.2% | -1.0% | 0.000% | |
10/4/2024 | Breakwater Capital Group | 23,076 | $4.30M | 0.9% | +1.7% | 0.000% | |
10/4/2024 | AMI Investment Management Inc. | 20,300 | $3.78M | 1.3% | +0.6% | 0.000% | |
10/4/2024 | jvl associates llc | 3,888 | $0.72M | 0.3% | -26.0% | 0.000% | |
10/4/2024 | Regency Capital Management Inc. DE | 15,389 | $2.87M | 1.6% | +248.3% | 0.000% | |
10/4/2024 | Sowell Financial Services LLC | 250,087 | $46.60M | 2.2% | -1.9% | 0.002% | |
10/4/2024 | HBW Advisory Services LLC | 49,413 | $9.21M | 1.3% | -0.8% | 0.000% | |
10/4/2024 | Chemung Canal Trust Co. | 68,994 | $12.86M | 2.6% | +31.0% | 0.001% | |
10/4/2024 | LifePlan Financial LLC | 6,055 | $1.13M | 1.0% | -1.0% | 0.000% | |
10/4/2024 | MRA Advisory Group | 21,464 | $4M | 2.2% | -7.1% | 0.000% | |
10/4/2024 | GuoLine Advisory Pte Ltd | 285,680 | $53.23M | 5.4% | +36.0% | 0.003% | |
10/3/2024 | Rockland Trust Co. | 14,140 | $2.64M | 0.1% | -21.7% | 0.000% | |
10/3/2024 | First Citizens Financial Corp | 1,568 | $0.29M | 0.2% | +8.4% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 13,123 | $2.45M | 1.3% | +33.3% | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 5,384 | $1M | 0.2% | -4.0% | 0.000% | |
10/3/2024 | Granite Bay Wealth Management LLC | 42,420 | $7.90M | 4.4% | -98.2% | 0.000% | |
10/3/2024 | Capital Market Strategies LLC | 9,396 | $1.75M | 1.1% | +2.7% | 0.000% | |
10/3/2024 | Deane Retirement Strategies Inc. | 340 | $63K | 0.0% | -98.6% | 0.000% | |
10/3/2024 | Apella Capital LLC | 25,745 | $4.76M | 0.2% | +9.6% | 0.000% | |
10/3/2024 | Delta Financial Group Inc. | 21,608 | $4.03M | 1.5% | +3.4% | 0.000% | |
10/3/2024 | Johnson & White Wealth Management LLC | 8,596 | $1.60M | 1.4% | +5.0% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 272,508 | $50.78M | 0.6% | -2.4% | 0.003% | |
10/3/2024 | Wiser Wealth Management Inc | 3,100 | $0.58M | 0.2% | +8.0% | 0.000% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 14,207 | $2.65M | 0.5% | -2.7% | 0.000% | |
10/3/2024 | Trinity Financial Advisors LLC | 3,626 | $0.68M | 0.3% | +2.5% | 0.000% | |
10/3/2024 | Sterneck Capital Management LLC | 27,050 | $5.04M | 2.7% | -35.9% | 0.000% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 65,367 | $12.18M | 1.2% | -3.7% | 0.001% | |
10/3/2024 | Farmers Trust Co. | 34,516 | $6.43M | 1.2% | -2.1% | 0.000% | |
10/3/2024 | Meritas Wealth Management LLC | 3,976 | $0.74M | 0.5% | +6.9% | 0.000% | |
10/3/2024 | Marotta Asset Management | 10,364 | $1.93M | 0.4% | -3.8% | 0.000% | |
10/3/2024 | Unique Wealth LLC | 6,510 | $1.21M | 0.3% | +4.4% | 0.000% | |
10/3/2024 | Curbstone Financial Management Corp | 36,310 | $6.77M | 1.4% | -5.8% | 0.000% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 2,885 | $0.54M | 0.4% | -17.2% | 0.000% | |
10/3/2024 | Czech National Bank | 1,902,873 | $354.56M | 3.6% | +9.0% | 0.018% | |
10/3/2024 | AMF Tjanstepension AB | 2,641,401 | $492.17M | 3.5% | +44.3% | 0.025% | |
10/2/2024 | Central Pacific Bank Trust Division | 91,092 | $16.97M | 2.1% | -11.2% | 0.001% | |
10/2/2024 | Boltwood Capital Management | 14,702 | $2.74M | 0.8% | +5.8% | 0.000% | |
10/2/2024 | General Partner Inc. | 14,335 | $2.67M | 1.7% | -5.0% | 0.000% | |
10/2/2024 | Trust Co of the South | 11,713 | $2.18M | 0.5% | +10.2% | 0.000% | |
10/2/2024 | Cascade Investment Advisors Inc. | 17,711 | $3.30M | 2.1% | +0.5% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 469,299 | $87.45M | 2.5% | +1.9% | 0.005% | |
10/2/2024 | Trust Co. of Toledo NA OH | 83,559 | $15.57M | 2.1% | +12.5% | 0.001% | |
10/2/2024 | First Community Trust NA | 11,971 | $2.23M | 1.8% | -2.3% | 0.000% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 1,970 | $0.37M | 0.2% | +10.2% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 91,443 | $17.04M | 3.0% | -29.3% | 0.001% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 75,791 | $14.12M | 9.1% | -2.4% | 0.001% | |
10/2/2024 | American National Bank & Trust | 213,755 | $39.83M | 4.7% | +2.4% | 0.002% | |
10/2/2024 | Waller Financial Planning Group Inc. | 6,341 | $1.18M | 0.3% | +9.4% | 0.000% | |
10/2/2024 | M&R Capital Management Inc. | 78,820 | $14.69M | 3.2% | -0.8% | 0.001% | |
10/2/2024 | Doliver Advisors LP | 37,271 | $6.95M | 1.9% | +6.2% | 0.000% | |
10/1/2024 | Davis Capital Management | 11,573 | $2.16M | 1.7% | +2.6% | 0.000% | |
10/1/2024 | Norman Fields Gottscho Capital Management LLC | 43,257 | $8.06M | 2.7% | +0.3% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 194,847 | $36.31M | 2.7% | -0.6% | 0.002% | |
10/1/2024 | Jacobs & Co. CA | 147,524 | $27.49M | 2.7% | -0.4% | 0.001% | |
10/1/2024 | Park National Corp OH | 181,405 | $33.80M | 1.2% | -1.0% | 0.002% | |
10/1/2024 | IMPACTfolio LLC | 1,280 | $0.24M | 0.1% | +8.5% | 0.000% | |
10/1/2024 | Emprise Bank | 17,096 | $3.19M | 1.8% | -6.5% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 20,233 | $3.77M | 0.3% | -1.2% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 4,109 | $0.77M | 0.3% | +16.2% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 108,085 | $20.14M | 1.5% | +5.3% | 0.001% | |
9/30/2024 | Mattson Financial Services LLC | 42,480 | $8.21M | 2.9% | N/A | 0.000% | |
9/30/2024 | Ashburton Jersey Ltd | 83,760 | $16.52M | 7.0% | N/A | 0.001% | |
9/27/2024 | Sage Advisors LLC | 22,355 | $4.32M | 3.5% | +21.0% | 0.000% | |
9/27/2024 | Cavalry Management Group LLC | 1,033 | $0.20M | 2.8% | -26.7% | 0.000% | |
9/26/2024 | Alternative Investment Advisors LLC. | 9,949 | $1.92M | 1.1% | N/A | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 54,579 | $10.55M | 4.6% | +4.3% | 0.001% | |
9/23/2024 | Centaurus Financial Inc. | 154,607 | $29.88M | 2.0% | +63.3% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,053,958 | $203.68M | 0.6% | +164.1% | 0.010% | |
9/18/2024 | Sensible Money LLC | 3,590 | $0.69M | 0.3% | +3.2% | 0.000% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 57,669 | $11.15M | 2.2% | +1.0% | 0.001% | |
9/12/2024 | American Trust | 36,077 | $6.97M | 0.6% | -4.7% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 64,100 | $12.39M | 4.6% | +5.1% | 0.001% | |
9/10/2024 | SS&H Financial Advisors Inc. | 43,527 | $8.41M | 3.3% | +6.5% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 601,336 | $116.21M | 3.5% | -5.6% | 0.006% | |
9/10/2024 | Brightwater Advisory LLC | 2,952 | $0.57M | 0.4% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 7,427 | $1.49M | 0.5% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 76,156 | $14.72M | 6.6% | +4.4% | 0.001% | |
9/6/2024 | Cim LLC | 104,295 | $18.55M | 2.7% | -0.4% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 1,135,489 | $203.96M | 1.5% | N/A | 0.011% | |
9/4/2024 | Coronation Fund Managers Ltd. | 267,377 | $51.67M | 2.3% | -64.9% | 0.003% | |
9/3/2024 | Clear Rock Advisors LLC | 19,533 | $3.78M | 1.6% | +519.5% | 0.000% | |
8/30/2024 | Creekside Partners | 9,585 | $1.85M | 1.0% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 72,993 | $14.11M | 8.9% | -3.7% | 0.001% | |
8/30/2024 | Brown Financial Advisors | 24,681 | $4.77M | 2.1% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 42,263 | $8.17M | 4.3% | +28.6% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 8,890 | $1.75M | 0.6% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 7,666 | $1.48M | 0.4% | -1.2% | 0.000% | |
8/28/2024 | RiverFront Investment Group LLC | 158,157 | $30.56M | 0.8% | +11.2% | 0.002% | |
8/28/2024 | Sycomore Asset Management | 450 | $87K | 0.0% | -47.1% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 29,102 | $5.62M | 0.4% | N/A | 0.000% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 5,845 | $1.13M | 0.6% | N/A | 0.000% | |