10/10/2024 | Sawyer & Company Inc | 17,512 | $3.26M | 1.2% | +0.5% | 0.000% | |
10/10/2024 | Webster Bank N. A. | 121,895 | $22.71M | 2.4% | -2.8% | 0.001% | |
10/10/2024 | Sound Income Strategies LLC | 50,536 | $9.42M | 0.6% | +3.4% | 0.000% | |
10/10/2024 | Douglas Lane & Associates LLC | 246,169 | $45.87M | 0.6% | +0.4% | 0.002% | |
10/10/2024 | CVA Family Office LLC | 22,059 | $4.11M | 0.7% | +2.4% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 11,194 | $2.09M | 0.3% | +17.6% | 0.000% | |
10/10/2024 | McGuire Investment Group LLC | 50,758 | $9.46M | 1.3% | -1.9% | 0.000% | |
10/10/2024 | Willner & Heller LLC | 13,121 | $2.45M | 2.2% | +4.9% | 0.000% | |
10/10/2024 | JBR Co Financial Management Inc | 12,028 | $2.24M | 1.5% | +14.1% | 0.000% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 10,555 | $1.97M | 0.4% | +23.3% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 73,288 | $13.66M | 1.2% | -2.2% | 0.001% | |
10/10/2024 | Bright Financial Advisors Inc. | 6,547 | $1.22M | 0.8% | +4.3% | 0.000% | |
10/10/2024 | Guardian Investment Management | 7,108 | $1.32M | 1.1% | -81.9% | 0.000% | |
10/10/2024 | Factory Mutual Insurance Co. | 1,488,024 | $277.26M | 2.9% | +4.4% | 0.014% | |
10/10/2024 | Essex Investment Management Co. LLC | 34,022 | $6.34M | 1.1% | -4.3% | 0.000% | |
10/10/2024 | Birch Hill Investment Advisors LLC | 558,766 | $104.12M | 4.9% | -0.5% | 0.005% | |
10/10/2024 | Exchange Bank | 6,041 | $1.13M | 0.9% | +3.0% | 0.000% | |
10/10/2024 | Shikiar Asset Management Inc. | 110,595 | $20.61M | 5.4% | -5.4% | 0.001% | |
10/10/2024 | Ayrshire Capital Management LLC | 42,706 | $7.96M | 3.8% | +1.9% | 0.000% | |
10/10/2024 | Shaker Investments LLC OH | 41,891 | $7.81M | 3.3% | -8.6% | 0.000% | |
10/10/2024 | Ballew Advisors Inc | 4,457 | $0.83M | 0.6% | +2.7% | 0.000% | |
10/10/2024 | Professional Financial Advisors LLC | 10,473 | $1.95M | 0.5% | +0.6% | 0.000% | |
10/10/2024 | CHICAGO TRUST Co NA | 52,887 | $9.85M | 1.7% | +8.2% | 0.001% | |
10/10/2024 | Exchange Traded Concepts LLC | 372,592 | $69.43M | 1.6% | +2.9% | 0.004% | |
10/10/2024 | Compton Wealth Advisory Group LLC | 35,704 | $6.65M | 1.7% | +15.6% | 0.000% | |
10/10/2024 | Carnegie Investment Counsel | 438,102 | $81.63M | 2.4% | +1.1% | 0.004% | |
10/10/2024 | Retirement Planning Group LLC | 22,523 | $4.20M | 0.2% | +68.8% | 0.000% | |
10/10/2024 | City State Bank | 16,348 | $3.05M | 1.1% | +3.7% | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 213,475 | $39.78M | 1.3% | +13.1% | 0.002% | |
10/10/2024 | Westend Capital Management LLC | 50,480 | $9.41M | 3.2% | +0.2% | 0.000% | |
10/10/2024 | Matrix Asset Advisors Inc. NY | 121,287 | $22.60M | 2.5% | -0.8% | 0.001% | |
10/10/2024 | InTrack Investment Management Inc | 14,439 | $2.69M | 1.9% | +1.1% | 0.000% | |
10/10/2024 | Mechanics Bank Trust Department | 60,196 | $11.22M | 1.5% | +0.2% | 0.001% | |
10/10/2024 | Montis Financial LLC | 7,651 | $1.43M | 0.5% | +39.4% | 0.000% | |
10/10/2024 | HCR Wealth Advisors | 51,334 | $9.57M | 1.3% | +3.2% | 0.000% | |
10/10/2024 | Avondale Wealth Management | 7,840 | $1.46M | 0.9% | +4.0% | 0.000% | |
10/10/2024 | Burns Matteson Capital Management LLC | 15,196 | $2.83M | 1.4% | +12.5% | 0.000% | |
10/10/2024 | Ritholtz Wealth Management | 185,567 | $34.58M | 1.0% | -3.9% | 0.002% | |
10/10/2024 | Gateway Investment Advisers LLC | 1,830,432 | $341.06M | 3.8% | -1.3% | 0.018% | |
10/10/2024 | Code Waechter LLC | 4,021 | $0.75M | 0.7% | N/A | 0.000% | |
10/10/2024 | McNamara Financial Services Inc. | 2,764 | $0.52M | 0.1% | +28.9% | 0.000% | |
10/10/2024 | Cox Capital Mgt LLC | 32,193 | $6M | 3.6% | -0.6% | 0.000% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 6,761 | $1.26M | 0.8% | +4.6% | 0.000% | |
10/10/2024 | Covea Finance | 495,258 | $92.28M | 4.0% | -2.3% | 0.005% | |
10/10/2024 | Total Wealth Planning LLC | 2,241 | $0.42M | 0.1% | +33.2% | 0.000% | |
10/10/2024 | Guinness Atkinson Asset Management Inc | 37,111 | $6.92M | 3.4% | +10.3% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 7,477 | $1.39M | 0.5% | +4.5% | 0.000% | |
10/10/2024 | Guinness Asset Management LTD | 193,169 | $36M | 0.7% | +8.6% | 0.002% | |
10/10/2024 | Perfromance Wealth Partners LLC | 1,040,779 | $193.93M | 6.7% | +1.1% | 0.010% | |
10/10/2024 | Avity Investment Management Inc. | 290,971 | $54.22M | 4.2% | -0.5% | 0.003% | |
10/10/2024 | Octavia Wealth Advisors LLC | 100,361 | $18.70M | 2.3% | -2.9% | 0.001% | |
10/10/2024 | Next Level Private LLC | 11,535 | $2.15M | 0.9% | +0.9% | 0.000% | |
10/10/2024 | Asio Capital LLC | 57,781 | $10.77M | 2.0% | +37.4% | 0.001% | |
10/10/2024 | Meyer Handelman Co. | 329,340 | $61.37M | 2.1% | +2.3% | 0.003% | |
10/10/2024 | Bennett Selby Investments LP | 36,376 | $6.78M | 2.9% | +2.2% | 0.000% | |
10/10/2024 | Level Financial Advisors | 2,919 | $0.54M | 0.2% | N/A | 0.000% | |
10/10/2024 | Lloyd Advisory Services LLC. | 1,860 | $0.35M | 0.2% | +24.7% | 0.000% | |
10/10/2024 | First Affirmative Financial Network | 13,945 | $2.60M | 1.4% | +54.3% | 0.000% | |
10/10/2024 | RFG Holdings Inc. | 6,491 | $1.21M | 0.4% | +8.5% | 0.000% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 62,595 | $11.66M | 2.9% | -0.5% | 0.001% | |
10/10/2024 | Simplicity Wealth LLC | 45,862 | $8.55M | 0.8% | -85.2% | 0.000% | |
10/10/2024 | Fiduciary Financial Group LLC | 7,738 | $1.41M | 0.3% | -6.9% | 0.000% | |
10/10/2024 | Mendota Financial Group LLC | 3,906 | $0.73M | 0.3% | -7.6% | 0.000% | |
10/10/2024 | MADDEN SECURITIES Corp | 57,993 | $10.81M | 4.7% | -0.2% | 0.001% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 360,750 | $67.21M | 3.6% | +47.4% | 0.003% | |
10/9/2024 | LongView Wealth Management | 18,404 | $3.43M | 1.1% | -0.4% | 0.000% | |
10/9/2024 | Iowa State Bank | 46,452 | $8.66M | 1.8% | -5.1% | 0.000% | |
10/9/2024 | Freestate Advisors LLC | 1,350 | $0.25M | 0.3% | N/A | 0.000% | |
10/9/2024 | Martel Wealth Advisors Inc | 36,537 | $6.82M | 1.4% | -0.2% | 0.000% | |
10/9/2024 | Hilltop Wealth Advisors LLC | 1,319 | $0.25M | 0.1% | -17.4% | 0.000% | |
10/9/2024 | Ferguson Shapiro LLC | 6,295 | $1.17M | 0.4% | +2.8% | 0.000% | |
10/9/2024 | Marshall & Sullivan Inc. WA | 32,595 | $6.07M | 2.9% | -2.0% | 0.000% | |
10/9/2024 | TAP Consulting LLC | 1,833 | $0.34M | 0.1% | -7.8% | 0.000% | |
10/9/2024 | Pacific Sun Financial Corp | 8,737 | $1.63M | 0.9% | +0.7% | 0.000% | |
10/9/2024 | Nvest Financial LLC | 23,789 | $4.43M | 2.5% | +1.8% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 14,686 | $2.74M | 0.2% | +31.4% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 16,408 | $3.06M | 0.6% | +2.2% | 0.000% | |
10/9/2024 | Davies Financial Advisors Inc. | 9,244 | $1.72M | 1.5% | -2.6% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 22,613 | $4.21M | 0.5% | +4.5% | 0.000% | |
10/9/2024 | DLK Investment Management LLC | 29,842 | $5.56M | 2.1% | +109.6% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 63,548 | $11.84M | 4.4% | -1.6% | 0.001% | |
10/9/2024 | Castle Rock Wealth Management LLC | 54,141 | $9.84M | 2.3% | +13.9% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 42,761 | $7.97M | 1.0% | +7.6% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 10,867 | $2.03M | 1.0% | +2.1% | 0.000% | |
10/9/2024 | Strong Tower Advisory Services | 59,717 | $11.13M | 3.1% | +2.2% | 0.001% | |
10/9/2024 | Jessup Wealth Management Inc | 151,911 | $28.31M | 13.0% | +5.0% | 0.001% | |
10/9/2024 | Sarasin & Partners LLP | 3,142,204 | $585.49M | 5.5% | -12.2% | 0.030% | |
10/9/2024 | Independence Bank of Kentucky | 69,533 | $12.96M | 2.8% | +29.1% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 295,945 | $55.14M | 3.7% | +1.2% | 0.003% | |
10/9/2024 | Clarius Group LLC | 313,022 | $58.34M | 4.1% | -2.9% | 0.003% | |
10/9/2024 | Worth Asset Management LLC | 3,562 | $0.66M | 0.4% | +3.6% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 11,008 | $2.05M | 0.5% | +4.1% | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 150,260 | $28M | 3.1% | +1.1% | 0.001% | |
10/9/2024 | San Luis Wealth Advisors LLC | 47,888 | $8.92M | 1.8% | +9.2% | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 163,931 | $30.55M | 2.4% | -2.5% | 0.002% | |
10/9/2024 | Albion Financial Group UT | 240,698 | $44.85M | 3.1% | +22.6% | 0.002% | |
10/9/2024 | Christopher J. Hasenberg Inc | 454 | $83K | 0.0% | +51.3% | 0.000% | |
10/9/2024 | Westwind Capital | 136,188 | $25.38M | 6.2% | N/A | 0.001% | |
10/9/2024 | Hoese & Co LLP | 200 | $37K | 0.0% | N/A | 0.000% | |
10/9/2024 | Private Advisory Group LLC | 179,195 | $33.39M | 4.0% | +5.0% | 0.002% | |