10/12/2024 | BlueSky Wealth Advisors LLC | 25,620 | $4.77M | 0.7% | -0.6% | 0.000% | |
10/11/2024 | FinTrust Capital Advisors LLC | 30,813 | $5.71M | 1.0% | +2.6% | 0.000% | |
10/11/2024 | Iams Wealth Management LLC | 11,179 | $2.08M | 1.0% | +21.4% | 0.000% | |
10/11/2024 | Creative Planning | 3,099,667 | $577.19M | 0.6% | +5.1% | 0.030% | |
10/11/2024 | Wesbanco Bank Inc. | 368,553 | $68.67M | 2.3% | +3.1% | 0.004% | |
10/11/2024 | CX Institutional | 99,959 | $18.63M | 0.8% | +4.1% | 0.001% | |
10/11/2024 | Harrington Investments INC | 28,027 | $5.22M | 2.8% | +0.4% | 0.000% | |
10/11/2024 | Kathleen S. Wright Associates Inc. | 13,675 | $2.55M | 1.0% | +0.5% | 0.000% | |
10/11/2024 | Sivia Capital Partners LLC | 33,986 | $6.33M | 3.7% | +1.6% | 0.000% | |
10/11/2024 | Grove Bank & Trust | 79,125 | $14.74M | 2.2% | -1.3% | 0.001% | |
10/11/2024 | Wedge Capital Management L L P NC | 14,124 | $2.63M | 0.0% | -0.7% | 0.000% | |
10/11/2024 | Elmwood Wealth Management Inc. | 16,947 | $3.16M | 1.3% | -0.5% | 0.000% | |
10/11/2024 | Fiduciary Alliance LLC | 94,809 | $17.67M | 2.3% | +25.6% | 0.001% | |
10/11/2024 | Novare Capital Management LLC | 131,949 | $24.59M | 2.1% | +1.4% | 0.001% | |
10/11/2024 | Muirfield Wealth Advisors LLC | 5,690 | $1.06M | 0.9% | +48.6% | 0.000% | |
10/11/2024 | ORG Partners LLC | 27,049 | $5.04M | 0.8% | -33.5% | 0.000% | |
10/11/2024 | Harrell Investment Partners LLC | 34,925 | $6.51M | 1.8% | -5.2% | 0.000% | |
10/11/2024 | Granite Harbor Advisors Inc. | 23,514 | $4.38M | 2.5% | +10.2% | 0.000% | |
10/11/2024 | Boston Mountain Money Management Inc. | 3,096 | $0.58M | 0.3% | +2.0% | 0.000% | |
10/11/2024 | Elk River Wealth Management LLC | 77,182 | $14.38M | 2.6% | +0.7% | 0.001% | |
10/11/2024 | Empirical Asset Management LLC | 59,387 | $11.07M | 1.4% | +6.8% | 0.001% | |
10/11/2024 | Constitution Capital LLC | 14,580 | $2.72M | 1.5% | -12.2% | 0.000% | |
10/11/2024 | Affinity Wealth Management LLC | 48,131 | $8.97M | 1.6% | +1.2% | 0.000% | |
10/11/2024 | Adamsbrown Wealth Consultants LLC | 10,024 | $1.87M | 0.6% | +5.0% | 0.000% | |
10/11/2024 | Oxler Private Wealth LLC | 96,725 | $18.02M | 6.3% | +0.3% | 0.001% | |
10/11/2024 | Cherrydale Wealth Management LLC | 7,492 | $1.40M | 0.6% | +0.7% | 0.000% | |
10/11/2024 | Stablepoint Partners LLC | 46,794 | $8.72M | 1.6% | +1.4% | 0.000% | |
10/11/2024 | Sapient Capital LLC | 543,289 | $101.23M | 2.0% | +0.9% | 0.005% | |
10/11/2024 | ORG Wealth Partners LLC | 17,161 | $3.20M | 1.2% | N/A | 0.000% | |
10/11/2024 | Procyon Advisors LLC | 196,811 | $36.68M | 2.5% | +8.7% | 0.002% | |
10/11/2024 | Accelerate Investment Advisors LLC | 13,008 | $2.42M | 2.4% | N/A | 0.000% | |
10/11/2024 | Paladin Wealth LLC | 13,343 | $2.49M | 2.2% | N/A | 0.000% | |
10/11/2024 | VitalStone Financial LLC | 5,483 | $1.02M | 0.7% | +16.6% | 0.000% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 25,884 | $4.82M | 1.3% | +11.9% | 0.000% | |
10/11/2024 | Oliver Luxxe Assets LLC | 33,986 | $6.33M | 1.1% | -16.0% | 0.000% | |
10/11/2024 | Orca Investment Management LLC | 8,071 | $1.50M | 1.4% | +6.1% | 0.000% | |
10/11/2024 | Woodstock Corp | 27,387 | $5.10M | 0.5% | +6.2% | 0.000% | |
10/11/2024 | Smith Chas P & Associates PA Cpas | 24,793 | $4.62M | 0.3% | +0.5% | 0.000% | |
10/11/2024 | Capricorn Fund Managers Ltd | 21,714 | $4.05M | 2.7% | +12.0% | 0.000% | |
10/11/2024 | High Net Worth Advisory Group LLC | 28,875 | $5.38M | 1.5% | +7.3% | 0.000% | |
10/11/2024 | Patriot Investment Management Group Inc. | 11,588 | $2.16M | 0.2% | -3.8% | 0.000% | |
10/11/2024 | Thomasville National Bank | 368,668 | $68.69M | 5.1% | +3.1% | 0.004% | |
10/11/2024 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 290,190 | $54.07M | 1.7% | +2.5% | 0.003% | |
10/11/2024 | Martin Capital Advisors LLP | 3,254 | $0.61M | 0.4% | +2.6% | 0.000% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 23,656 | $4.41M | 0.6% | +6.8% | 0.000% | |
10/11/2024 | Affiance Financial LLC | 10,663 | $1.99M | 0.5% | -0.8% | 0.000% | |
10/11/2024 | Armstrong Advisory Group Inc. | 33,429 | $6.23M | 0.5% | +0.6% | 0.000% | |
10/11/2024 | Rise Advisors LLC | 9,534 | $1.78M | 0.9% | -3.0% | 0.000% | |
10/11/2024 | Lake Hills Wealth Management LLC | 8,470 | $1.58M | 1.1% | +5.9% | 0.000% | |
10/11/2024 | Wagner Wealth Management LLC | 5,385 | $1M | 0.3% | -39.7% | 0.000% | |
10/11/2024 | Sunflower Bank N.A. | 10,236 | $1.91M | 0.5% | +13.2% | 0.000% | |
10/11/2024 | Stonekeep Investments LLC | 13,982 | $2.61M | 2.0% | +4.4% | 0.000% | |
10/11/2024 | Selway Asset Management | 23,020 | $4.29M | 1.7% | +43.7% | 0.000% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 6,286 | $1.17M | 0.5% | -29.3% | 0.000% | |
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% | |