10/5/2024 | Curated Wealth Partners LLC | 53,013 | $12.35M | 1.6% | +5.8% | 0.000% | |
10/5/2024 | Mirador Capital Partners LP | 101,693 | $23.70M | 4.3% | -3.1% | 0.001% | |
10/5/2024 | Central Valley Advisors LLC | 59,807 | $13.94M | 7.9% | -1.3% | 0.000% | |
10/5/2024 | Great Waters Wealth Management | 36,589 | $8.53M | 1.1% | -5.7% | 0.000% | |
10/5/2024 | Gainplan LLC | 8,049 | $1.88M | 0.9% | +483.3% | 0.000% | |
10/5/2024 | Eclectic Associates Inc. ADV | 30,629 | $7.14M | 2.8% | +1.5% | 0.000% | |
10/5/2024 | Eldred Rock Partners LLC | 1,152 | $0.27M | 0.1% | N/A | 0.000% | |
10/5/2024 | Seneca House Advisors | 21,637 | $5.04M | 2.1% | -0.5% | 0.000% | |
10/5/2024 | Lwmg LLC | 50,580 | $11.79M | 2.2% | +0.3% | 0.000% | |
10/5/2024 | Goelzer Investment Management Inc. | 152,108 | $35.44M | 1.9% | -2.8% | 0.001% | |
10/5/2024 | Quantum Financial Advisors LLC | 62,909 | $14.66M | 2.3% | +2.3% | 0.000% | |
10/5/2024 | Allied Investment Advisors LLC | 82,730 | $19.28M | 3.8% | -0.9% | 0.001% | |
10/5/2024 | Fluent Financial LLC | 3,922 | $0.91M | 0.4% | -2.0% | 0.000% | |
10/5/2024 | Biltmore Wealth Management LLC | 6,827 | $1.59M | 0.7% | -2.9% | 0.000% | |
10/5/2024 | Triton Wealth Management PLLC | 27,139 | $6.13M | 3.5% | +2.0% | 0.000% | |
10/5/2024 | Northwest Quadrant Wealth Management LLC | 15,237 | $3.55M | 0.8% | -0.6% | 0.000% | |
10/4/2024 | Thrive Wealth Management LLC | 48,880 | $11.39M | 2.1% | -1.3% | 0.000% | |
10/4/2024 | Breakwater Capital Group | 85,155 | $19.84M | 4.0% | -0.9% | 0.001% | |
10/4/2024 | AMI Investment Management Inc. | 11,093 | $2.59M | 0.9% | -3.4% | 0.000% | |
10/4/2024 | jvl associates llc | 52,739 | $12.29M | 4.7% | -0.3% | 0.000% | |
10/4/2024 | Regency Capital Management Inc. DE | 28,216 | $6.57M | 3.6% | +2.5% | 0.000% | |
10/4/2024 | Sowell Financial Services LLC | 402,639 | $93.82M | 4.4% | -0.1% | 0.003% | |
10/4/2024 | HBW Advisory Services LLC | 34,374 | $8.01M | 1.2% | +5.8% | 0.000% | |
10/4/2024 | Chemung Canal Trust Co. | 58,152 | $13.55M | 2.7% | +40.4% | 0.000% | |
10/4/2024 | LifePlan Financial LLC | 2,518 | $0.59M | 0.5% | -2.1% | 0.000% | |
10/4/2024 | MRA Advisory Group | 22,619 | $5.27M | 2.9% | +14.0% | 0.000% | |
10/3/2024 | Rockland Trust Co. | 256,539 | $59.77M | 2.9% | -1.9% | 0.002% | |
10/3/2024 | Moody National Bank Trust Division | 160,653 | $37.43M | 4.0% | +7.5% | 0.001% | |
10/3/2024 | Duncan Williams Asset Management LLC | 33,363 | $7.77M | 4.3% | +187.4% | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 46,161 | $10.76M | 1.6% | +22.1% | 0.000% | |
10/3/2024 | Private Client Services LLC | 16,645 | $3.88M | 2.1% | -24.6% | 0.000% | |
10/3/2024 | Granite Bay Wealth Management LLC | 36,293 | $8.46M | 4.7% | -98.4% | 0.000% | |
10/3/2024 | Capital Market Strategies LLC | 64,932 | $15.13M | 9.1% | -4.4% | 0.000% | |
10/3/2024 | Monterey Private Wealth Inc. | 77,684 | $18.10M | 6.2% | -0.5% | 0.001% | |
10/3/2024 | CJM Wealth Advisers Ltd. | 20,515 | $4.78M | 1.6% | +10.7% | 0.000% | |
10/3/2024 | Apella Capital LLC | 79,072 | $17.93M | 0.7% | +1.6% | 0.001% | |
10/3/2024 | Delta Financial Group Inc. | 448,210 | $104.43M | 38.8% | +0.3% | 0.003% | |
10/3/2024 | Johnson & White Wealth Management LLC | 21,207 | $4.94M | 4.3% | +0.7% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 401,620 | $93.58M | 1.1% | -3.3% | 0.003% | |
10/3/2024 | Wiser Wealth Management Inc | 9,333 | $2.18M | 0.6% | +7.4% | 0.000% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 76,190 | $17.75M | 3.3% | -2.9% | 0.000% | |
10/3/2024 | Trinity Financial Advisors LLC | 28,837 | $6.20M | 2.5% | -2.0% | 0.000% | |
10/3/2024 | Sterneck Capital Management LLC | 91,598 | $21.34M | 11.6% | -1.4% | 0.001% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 139,337 | $32.47M | 3.1% | +2.9% | 0.001% | |
10/3/2024 | Single Point Partners LLC | 16,791 | $3.91M | 6.0% | -1.4% | 0.000% | |
10/3/2024 | Farmers Trust Co. | 114,211 | $26.61M | 5.0% | -1.4% | 0.001% | |
10/3/2024 | Marotta Asset Management | 8,504 | $1.98M | 0.4% | -0.6% | 0.000% | |
10/3/2024 | Meritas Wealth Management LLC | 41,854 | $9.75M | 6.0% | +0.7% | 0.000% | |
10/3/2024 | Unique Wealth LLC | 21,504 | $5.01M | 1.1% | +10.0% | 0.000% | |
10/3/2024 | Curbstone Financial Management Corp | 69,067 | $16.09M | 3.4% | -4.5% | 0.000% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 41,139 | $9.59M | 7.2% | -16.8% | 0.000% | |
10/3/2024 | Czech National Bank | 3,097,244 | $721.66M | 7.3% | +12.8% | 0.020% | |
10/3/2024 | AMF Tjanstepension AB | 3,380,064 | $787.63M | 5.6% | +21.1% | 0.022% | |
10/2/2024 | Central Pacific Bank Trust Division | 91,229 | $21.26M | 2.7% | -12.9% | 0.001% | |
10/2/2024 | Lowe Wealth Advisors LLC | 3,643 | $0.85M | 0.4% | +4.9% | 0.000% | |
10/2/2024 | Boltwood Capital Management | 37,027 | $8.63M | 2.6% | +3.9% | 0.000% | |
10/2/2024 | Kades & Cheifetz LLC | 38,828 | $9.05M | 5.2% | -0.7% | 0.000% | |
10/2/2024 | JLB & Associates Inc. | 172,682 | $40.24M | 5.2% | -2.3% | 0.001% | |
10/2/2024 | General Partner Inc. | 79,158 | $18.44M | 11.5% | -8.4% | 0.001% | |
10/2/2024 | Armstrong Henry H Associates Inc. | 64,547 | $15.04M | 1.4% | -1.4% | 0.000% | |
10/2/2024 | Cascade Investment Advisors Inc. | 19,603 | $4.57M | 2.9% | -1.3% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 721,728 | $168.16M | 4.8% | -1.4% | 0.005% | |
10/2/2024 | Praetorian Wealth Management Inc. | 18,947 | $4.42M | 1.1% | +3.2% | 0.000% | |
10/2/2024 | Trust Co. of Toledo NA OH | 220,445 | $51.36M | 7.0% | -0.6% | 0.001% | |
10/2/2024 | Weybosset Research & Management LLC | 3,588 | $0.84M | 0.3% | -4.7% | 0.000% | |
10/2/2024 | First Community Trust NA | 58,608 | $13.66M | 11.2% | -1.3% | 0.000% | |
10/2/2024 | Stonehearth Capital Management LLC | 13,434 | $3.13M | 1.2% | -1.7% | 0.000% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 12,799 | $2.98M | 1.9% | -8.6% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 62,490 | $14.56M | 2.6% | +4.6% | 0.000% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 102,489 | $23.88M | 15.4% | -8.2% | 0.001% | |
10/2/2024 | American National Bank & Trust | 196,243 | $45.73M | 5.4% | -0.1% | 0.001% | |
10/2/2024 | Waller Financial Planning Group Inc. | 17,534 | $4.09M | 1.0% | +15.5% | 0.000% | |
10/2/2024 | M&R Capital Management Inc. | 162,112 | $37.77M | 8.3% | -3.5% | 0.001% | |
10/2/2024 | McAlister Sweet & Associates Inc. | 30,477 | $7.10M | 5.9% | +2.9% | 0.000% | |
10/2/2024 | Doliver Advisors LP | 25,930 | $6.04M | 1.7% | +4.4% | 0.000% | |
10/2/2024 | Cacti Asset Management LLC | 544,252 | $123.75M | 9.4% | -0.3% | 0.004% | |
10/1/2024 | Norman Fields Gottscho Capital Management LLC | 141,124 | $32.88M | 10.9% | -0.7% | 0.001% | |
10/1/2024 | Appleton Partners Inc. MA | 381,867 | $88.98M | 6.5% | -2.4% | 0.002% | |
10/1/2024 | Jacobs & Co. CA | 255,170 | $59.45M | 5.9% | -1.6% | 0.002% | |
10/1/2024 | Park National Corp OH | 524,575 | $122.23M | 4.3% | -8.8% | 0.003% | |
10/1/2024 | Bridge Advisory LLC | 34,797 | $8.11M | 3.9% | +1.1% | 0.000% | |
10/1/2024 | Emprise Bank | 24,258 | $5.65M | 3.3% | -5.9% | 0.000% | |
10/1/2024 | BancFirst Trust & Investment Management | 1,983 | $0.45M | 0.2% | -3.2% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 142,114 | $33.11M | 3.0% | -1.9% | 0.001% | |
10/1/2024 | Global Wealth Strategies & Associates | 10,671 | $2.49M | 0.8% | +4.0% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 608,648 | $141.82M | 10.4% | -2.6% | 0.004% | |
9/30/2024 | Mattson Financial Services LLC | 34,998 | $7.37M | 2.6% | N/A | 0.000% | |
9/30/2024 | Ashburton Jersey Ltd | 73,148 | $15.86M | 6.7% | N/A | 0.000% | |
9/27/2024 | Sage Advisors LLC | 44,403 | $9.35M | 7.6% | +3.3% | 0.000% | |
9/26/2024 | Alternative Investment Advisors LLC. | 5,465 | $1.15M | 0.7% | N/A | 0.000% | |
9/25/2024 | Passive Capital Management LLC. | 4,244 | $0.89M | 0.3% | +52.6% | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 51,783 | $11.48M | 5.0% | +5.0% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 198,136 | $41.73M | 2.8% | +26.1% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 125,539 | $26.44M | 2.7% | +2.6% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 10,009,191 | $2.11B | 6.0% | +13.8% | 0.065% | |
9/19/2024 | KP Management LLC | 49,000 | $10.32M | 3.6% | +8.9% | 0.000% | |
9/18/2024 | Sensible Money LLC | 16,743 | $3.53M | 1.7% | -1.4% | 0.000% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 70,766 | $14.91M | 2.9% | +2,340.2% | 0.000% | |
9/16/2024 | Verity & Verity LLC | 115,785 | $24.39M | 2.8% | +3.5% | 0.001% | |
9/12/2024 | American Trust | 72,174 | $15.20M | 1.2% | +11.5% | 0.000% | |