10/9/2024 | Iowa State Bank | 10,601 | $3.42M | 0.7% | -1.6% | 0.002% | |
10/9/2024 | Charles Schwab Trust Co | 629 | $0.20M | 0.0% | -63.6% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 52,856 | $17.03M | 2.2% | +1.0% | 0.010% | |
10/9/2024 | West Coast Financial LLC | 2,736 | $0.88M | 0.1% | -6.8% | 0.001% | |
10/9/2024 | DLK Investment Management LLC | 19,224 | $6.19M | 2.4% | +0.6% | 0.004% | |
10/9/2024 | Castle Rock Wealth Management LLC | 6,669 | $2.12M | 0.5% | +1.2% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 7,056 | $2.27M | 0.3% | -4.0% | 0.001% | |
10/9/2024 | Profit Investment Management LLC | 3,351 | $1.08M | 0.8% | -2.9% | 0.001% | |
10/9/2024 | Sarasin & Partners LLP | 818,400 | $263.70M | 2.5% | -27.5% | 0.153% | |
10/9/2024 | Virginia Wealth Management Group Inc. | 11,386 | $3.67M | 2.3% | +35.9% | 0.002% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 58,158 | $18.74M | 1.3% | +1.3% | 0.011% | |
10/9/2024 | Clarius Group LLC | 8,280 | $2.66M | 0.2% | -1.6% | 0.002% | |
10/9/2024 | Worth Asset Management LLC | 1,027 | $0.33M | 0.2% | N/A | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 4,257 | $1.37M | 0.1% | -9.5% | 0.001% | |
10/9/2024 | Albion Financial Group UT | 26,682 | $8.60M | 0.6% | +2.2% | 0.005% | |
10/9/2024 | Cerro Pacific Wealth Advisors LLC | 3,480 | $1.09M | 0.4% | +2.2% | 0.001% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 17,523 | $5.57M | 1.2% | N/A | 0.003% | |
10/9/2024 | Pinnacle Bancorp Inc. | 532 | $0.17M | 0.0% | -8.9% | 0.000% | |
10/9/2024 | Tobam | 1,271 | $0.41M | 0.1% | -11.7% | 0.000% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 13,534 | $4.36M | 0.8% | +1.0% | 0.003% | |
10/9/2024 | GEM Asset Management LLC | 749 | $0.24M | 0.1% | +14.2% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 7,374 | $2.38M | 0.8% | +3.6% | 0.001% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 70,016 | $22.56M | 2.5% | +2.1% | 0.013% | |
10/9/2024 | Matrix Trust Co | 113 | $36K | 0.0% | N/A | 0.000% | |
10/9/2024 | UMB Bank n.a. | 34,918 | $11.25M | 0.2% | -10.0% | 0.007% | |
10/9/2024 | Cadinha & Co. LLC | 5,209 | $1.68M | 0.3% | +0.6% | 0.001% | |
10/9/2024 | Advocate Group LLC | 6,213 | $2M | 0.4% | -0.7% | 0.001% | |
10/9/2024 | Cypress Wealth Services LLC | 3,121 | $1.01M | 0.2% | +1.6% | 0.001% | |
10/9/2024 | Morton Capital Management LLC CA | 5,909 | $1.90M | 0.4% | +2.1% | 0.001% | |
10/9/2024 | Atlas Private Wealth Advisors | 5,624 | $1.81M | 0.3% | +0.6% | 0.001% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 6,324 | $2.04M | 0.1% | +20.6% | 0.001% | |
10/9/2024 | Pensionfund Sabic | 5,600 | $1.80M | 0.6% | -21.1% | 0.001% | |
10/9/2024 | Clarus Wealth Advisors | 656 | $0.21M | 0.1% | -9.4% | 0.000% | |
10/9/2024 | USA Financial Formulas | 4,131 | $1.33M | 0.2% | N/A | 0.001% | |
10/9/2024 | Somerset Trust Co | 18,562 | $5.98M | 2.2% | -0.6% | 0.003% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 80,304 | $25.88M | 0.8% | -0.8% | 0.015% | |
10/9/2024 | Wedmont Private Capital | 5,419 | $1.72M | 0.1% | +4.9% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 4,452 | $1.43M | 0.1% | +1.5% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 2,732 | $0.88M | 0.2% | -4.5% | 0.001% | |
10/9/2024 | Abner Herrman & Brock LLC | 11,460 | $3.69M | 0.4% | +2.7% | 0.002% | |
10/8/2024 | CWM LLC | 129,805 | $41.83M | 0.2% | +0.7% | 0.024% | |
10/8/2024 | Daymark Wealth Partners LLC | 231,172 | $74.49M | 2.5% | +1.3% | 0.043% | |
10/8/2024 | Saxon Interests Inc. | 1,991 | $0.64M | 0.3% | +3.0% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 820 | $0.26M | 0.1% | +11.9% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 1,244 | $0.40M | 0.3% | +3.2% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 2,294 | $0.74M | 0.2% | -1.5% | 0.000% | |
10/8/2024 | Royal Fund Management LLC | 15,135 | $5.01M | 0.3% | -5.8% | 0.003% | |
10/8/2024 | First PREMIER Bank | 9,390 | $3.03M | 0.8% | -1.8% | 0.002% | |
10/8/2024 | Howard Financial Services LTD. | 2,098 | $0.68M | 0.1% | +7.9% | 0.000% | |
10/8/2024 | True North Advisors LLC | 1,130 | $0.36M | 0.1% | +24.2% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,358 | $0.44M | 0.0% | +76.6% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 66,449 | $21.41M | 4.6% | -0.7% | 0.012% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 12,338 | $3.98M | 0.4% | +0.7% | 0.002% | |
10/8/2024 | Hoxton Planning & Management LLC | 998 | $0.32M | 0.1% | +35.6% | 0.000% | |
10/8/2024 | WealthCare Investment Partners LLC | 773 | $0.25M | 0.1% | -15.6% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,171 | $0.37M | 0.1% | +36.8% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 40,517 | $13.06M | 1.6% | +4.2% | 0.008% | |
10/8/2024 | Cape ANN Savings Bank | 923 | $0.30M | 0.2% | +21.0% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 17,790 | $5.73M | 0.1% | +7.3% | 0.003% | |
10/8/2024 | Trust Co of Kansas | 1,286 | $0.41M | 0.2% | N/A | 0.000% | |
10/8/2024 | Leibman Financial Services Inc. | 11,982 | $3.86M | 2.7% | -4.4% | 0.002% | |
10/8/2024 | City Holding Co. | 10,719 | $3.45M | 0.5% | +0.6% | 0.002% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 47,551 | $15.32M | 4.6% | -0.2% | 0.009% | |
10/8/2024 | FCF Advisors LLC | 12,688 | $4.09M | 0.9% | N/A | 0.002% | |
10/8/2024 | Atomi Financial Group Inc. | 5,388 | $1.74M | 0.1% | +4.2% | 0.001% | |
10/8/2024 | Park Place Capital Corp | 2,050 | $0.66M | 0.2% | -23.6% | 0.000% | |
10/8/2024 | Tealwood Asset Management Inc. | 5,309 | $1.71M | 0.7% | +1.3% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 807 | $0.26M | 0.1% | +4.3% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 12,733 | $4.10M | 0.5% | +2.8% | 0.002% | |
10/8/2024 | Legacy Private Trust Co. | 6,932 | $2.23M | 0.2% | +1.8% | 0.001% | |
10/8/2024 | Clean Yield Group | 6,058 | $1.95M | 0.6% | -10.7% | 0.001% | |
10/8/2024 | Advance Capital Management Inc. | 6,359 | $2.05M | 0.1% | +0.8% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 22,243 | $7.17M | 0.2% | +4.1% | 0.004% | |
10/8/2024 | Axiom Advisory LLC | 7,296 | $2.39M | 0.0% | +3.2% | 0.001% | |
10/8/2024 | Alpha Cubed Investments LLC | 146,569 | $47.23M | 2.1% | -5.7% | 0.027% | |
10/8/2024 | Chesley Taft & Associates LLC | 18,922 | $6.10M | 0.3% | +0.9% | 0.004% | |
10/8/2024 | Williams & Novak LLC | 1,304 | $0.42M | 0.4% | -38.5% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 2,144 | $0.69M | 0.1% | +7.5% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 22,412 | $7.22M | 1.4% | +7.6% | 0.004% | |
10/8/2024 | Exeter Financial LLC | 11,111 | $3.58M | 1.6% | -3.2% | 0.002% | |
10/8/2024 | Chapin Davis Inc. | 3,756 | $1.21M | 0.4% | +4.0% | 0.001% | |
10/8/2024 | Bangor Savings Bank | 6,212 | $2M | 0.2% | +1.2% | 0.001% | |
10/8/2024 | Versant Capital Management Inc | 1,067 | $0.34M | 0.1% | +12.2% | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 3,854 | $1.24M | 0.1% | +2.2% | 0.001% | |
10/8/2024 | Mather Group LLC. | 8,964 | $2.89M | 0.0% | -3.5% | 0.002% | |
10/8/2024 | City Center Advisors LLC | 684 | $0.22M | 0.2% | N/A | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 10,574 | $3.41M | 1.6% | +31.1% | 0.002% | |
10/7/2024 | Bank of New Hampshire | 1,563 | $0.50M | 0.1% | -2.1% | 0.000% | |
10/7/2024 | Foresight Capital Management Advisors Inc. | 982 | $0.32M | 0.2% | +5.4% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 10,273 | $3.31M | 2.0% | +9.9% | 0.002% | |
10/7/2024 | Richard P Slaughter Associates Inc | 621 | $0.20M | 0.0% | N/A | 0.000% | |
10/7/2024 | Foster Group Inc. | 1,490 | $0.48M | 0.0% | +3.2% | 0.000% | |
10/7/2024 | Oak Asset Management LLC | 59,858 | $19.29M | 6.8% | -5.7% | 0.011% | |
10/7/2024 | Fragasso Financial Advisors Inc | 26,650 | $8.59M | 0.7% | -3.7% | 0.005% | |
10/7/2024 | Fulton Bank N.A. | 15,737 | $5.07M | 0.2% | -12.2% | 0.003% | |
10/7/2024 | Kwmg LLC | 18,824 | $6.07M | 0.6% | -0.7% | 0.004% | |
10/7/2024 | Prentice Wealth Management LLC | 1,610 | $0.52M | 0.2% | +83.6% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 5,840 | $1.88M | 0.0% | +13.0% | 0.001% | |
10/7/2024 | Eagle Rock Investment Company LLC | 6,897 | $2.22M | 0.4% | -1.3% | 0.001% | |
10/7/2024 | Everpar Advisors LLC | 2,238 | $0.72M | 0.4% | -20.8% | 0.000% | |