10/9/2024 | LifePro Asset Management | 8,313 | $1.94M | 1.2% | +9.9% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 33,530 | $7.81M | 2.1% | +1.0% | 0.000% | |
10/9/2024 | Boston Common Asset Management LLC | 190,272 | $44.33M | 1.2% | -6.5% | 0.001% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 44,168 | $10.29M | 3.7% | -0.9% | 0.000% | |
10/9/2024 | Selective Wealth Management Inc. | 28,389 | $6.41M | 2.7% | +29.0% | 0.000% | |
10/9/2024 | Capital Insight Partners LLC | 60,290 | $14.05M | 2.5% | -0.1% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 182,792 | $42.59M | 7.9% | -12.2% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 63,999 | $14.91M | 2.3% | +2.0% | 0.000% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 55,269 | $12.88M | 2.4% | -7.0% | 0.000% | |
10/9/2024 | GEM Asset Management LLC | 19,087 | $4.23M | 2.4% | -0.8% | 0.000% | |
10/9/2024 | Brendel Financial Advisors LLC | 12,526 | $2.92M | 1.7% | -3.1% | 0.000% | |
10/9/2024 | Peirce Capital Management LLC | 1,540 | $0.36M | 0.2% | -27.4% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 73,147 | $17.04M | 0.6% | -0.9% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 91,256 | $21.26M | 16.2% | +0.1% | 0.001% | |
10/9/2024 | Modus Advisors LLC | 49,688 | $11.58M | 3.8% | -0.5% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 80,886 | $18.85M | 6.9% | +1.2% | 0.001% | |
10/9/2024 | Financial Advisory Partners LLC | 23,531 | $5.48M | 1.8% | -1.5% | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 205,599 | $47.91M | 5.2% | +0.6% | 0.001% | |
10/9/2024 | A. D. Beadell Investment Counsel Inc. | 12,050 | $2.81M | 2.2% | -3.5% | 0.000% | |
10/9/2024 | Matrix Trust Co | 12,184 | $2.84M | 0.5% | +1.1% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 1,368,060 | $318.76M | 5.0% | -2.0% | 0.009% | |
10/9/2024 | Planned Solutions Inc. | 20,142 | $4.69M | 1.9% | +20.8% | 0.000% | |
10/9/2024 | SOA Wealth Advisors LLC. | 242,231 | $56.44M | 10.8% | -1.7% | 0.002% | |
10/9/2024 | Cadinha & Co. LLC | 22,725 | $5.30M | 0.9% | +0.5% | 0.000% | |
10/9/2024 | Guardian Asset Advisors LLC | 91,662 | $21.36M | 14.5% | -0.5% | 0.001% | |
10/9/2024 | Advocate Group LLC | 47,784 | $11.13M | 2.0% | -6.0% | 0.000% | |
10/9/2024 | Cornerstone Management Inc. | 1,022 | $0.24M | 0.0% | -19.5% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 156,329 | $36.43M | 6.3% | -2.1% | 0.001% | |
10/9/2024 | Cypress Wealth Services LLC | 133,518 | $31.11M | 6.4% | +0.6% | 0.001% | |
10/9/2024 | Morton Capital Management LLC CA | 66,499 | $15.49M | 3.0% | +4.3% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 97,372 | $22.69M | 3.3% | -0.1% | 0.001% | |
10/9/2024 | Sanders Morris Harris LLC | 117,715 | $27.43M | 4.5% | -8.7% | 0.001% | |
10/9/2024 | Kelly Financial Services LLC | 17,147 | $4M | 1.5% | +2.3% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 14,831 | $3.46M | 4.1% | -3.1% | 0.000% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 24,756 | $5.77M | 0.4% | -1.1% | 0.000% | |
10/9/2024 | Perpetual Ltd | 60,676 | $14.14M | 0.2% | -10.4% | 0.000% | |
10/9/2024 | Pensionfund Sabic | 67,780 | $15.79M | 4.9% | -15.0% | 0.000% | |
10/9/2024 | BSN CAPITAL PARTNERS Ltd | 120,000 | $27.44M | 5.2% | -95.3% | 0.001% | |
10/9/2024 | Wealth Group Ltd | 8,444 | $1.97M | 0.6% | -4.7% | 0.000% | |
10/9/2024 | Clarus Wealth Advisors | 36,873 | $8.17M | 4.2% | -2.0% | 0.000% | |
10/9/2024 | TL Private Wealth | 3,583 | $0.79M | 0.4% | +3.9% | 0.000% | |
10/9/2024 | USA Financial Formulas | 7,260 | $1.69M | 0.3% | +24,100.0% | 0.000% | |
10/9/2024 | Somerset Trust Co | 55,106 | $12.84M | 4.8% | -1.0% | 0.000% | |
10/9/2024 | Bruce G. Allen Investments LLC | 9,129 | $2.13M | 1.7% | -0.6% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 77,822 | $18.13M | 5.2% | -0.2% | 0.001% | |
10/9/2024 | Patten Group Inc. | 80,637 | $18.79M | 4.2% | -1.3% | 0.001% | |
10/9/2024 | Adirondack Trust Co. | 72,392 | $16.87M | 6.5% | -0.5% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 671,569 | $156.48M | 5.0% | -2.7% | 0.004% | |
10/9/2024 | Wedmont Private Capital | 229,507 | $50.88M | 2.9% | +12.2% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 91,734 | $21.37M | 2.0% | +0.7% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 67,750 | $15.79M | 3.1% | -0.2% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 103,074 | $24.02M | 2.9% | -0.3% | 0.001% | |
10/8/2024 | CWM LLC | 2,071,727 | $482.71M | 2.1% | +3.6% | 0.014% | |
10/8/2024 | O Connor Financial Group LLC | 3,537 | $0.82M | 0.4% | +1.8% | 0.000% | |
10/8/2024 | West Financial Advisors LLC | 13,630 | $3.18M | 0.6% | +3.2% | 0.000% | |
10/8/2024 | Gunderson Capital Management Inc. | 6,993 | $1.63M | 0.7% | +50.0% | 0.000% | |
10/8/2024 | Brightwater Advisory LLC | 10,810 | $2.52M | 1.9% | -3.5% | 0.000% | |
10/8/2024 | Beacon Wealthcare LLC | 5,304 | $1.24M | 0.5% | +4.8% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 897,159 | $209.04M | 6.9% | -1.2% | 0.006% | |
10/8/2024 | Sinecera Capital LLC | 10,151 | $2.37M | 2.9% | +2.1% | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 42,959 | $10.01M | 4.6% | +2.5% | 0.000% | |
10/8/2024 | Hall Laurie J Trustee | 59,942 | $13.97M | 4.4% | -1.4% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 108,869 | $25.37M | 6.1% | -0.6% | 0.001% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 32,816 | $7.65M | 5.3% | +5.3% | 0.000% | |
10/8/2024 | Great Oak Capital Partners LLC | 4,978 | $1.13M | 0.4% | +1.4% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 67,325 | $15.69M | 3.5% | +0.2% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 8,825 | $2.06M | 1.5% | -6.7% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 118,888 | $26.36M | 3.4% | +0.4% | 0.001% | |
10/8/2024 | Perkins Coie Trust Co | 97,265 | $22.66M | 5.0% | -1.9% | 0.001% | |
10/8/2024 | Royal Fund Management LLC | 43,556 | $10.16M | 0.6% | -10.3% | 0.000% | |
10/8/2024 | First PREMIER Bank | 93,467 | $21.78M | 5.4% | +1.7% | 0.001% | |
10/8/2024 | ACT Wealth Management LLC | 27,852 | $6.49M | 2.9% | -4.0% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 133,404 | $31.08M | 4.5% | -0.5% | 0.001% | |
10/8/2024 | True North Advisors LLC | 100,322 | $23.38M | 6.1% | -16.3% | 0.001% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 91,584 | $21.34M | 1.8% | -2.2% | 0.001% | |
10/8/2024 | Future Financial Wealth Managment LLC | 10,238 | $2.39M | 1.7% | -1.1% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 12,335 | $2.87M | 1.0% | +1.4% | 0.000% | |
10/8/2024 | Parkside Advisors LLC | 24,295 | $5.66M | 1.3% | -1.6% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 8,944 | $2.08M | 1.5% | -5.4% | 0.000% | |
10/8/2024 | St. Louis Financial Planners Asset Management LLC | 11,654 | $2.64M | 2.1% | -14.7% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 53,839 | $12.55M | 2.9% | -0.9% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 95,093 | $22.16M | 4.8% | -7.1% | 0.001% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 113,938 | $26.55M | 2.6% | +4.1% | 0.001% | |
10/8/2024 | Pathway Financial Advisors LLC | 21,556 | $5.02M | 1.3% | +1.5% | 0.000% | |
10/8/2024 | Helen Stephens Group LLC | 12,536 | $2.92M | 0.9% | -13.0% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 24,577 | $5.73M | 2.8% | +0.3% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 27,661 | $6.45M | 2.5% | +6.8% | 0.000% | |
10/8/2024 | WealthCare Investment Partners LLC | 9,486 | $2.10M | 0.9% | -10.3% | 0.000% | |
10/8/2024 | Udine Wealth Management Inc. | 79,938 | $18.63M | 13.1% | -2.7% | 0.001% | |
10/8/2024 | Sage Capital Advisors llc | 167,854 | $39.11M | 10.2% | -4.7% | 0.001% | |
10/8/2024 | Gratus Wealth Advisors LLC | 36,829 | $8.17M | 1.3% | +8.1% | 0.000% | |
10/8/2024 | Northwest Capital Management Inc | 51,430 | $11.98M | 4.2% | -15.1% | 0.000% | |
10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 9,884 | $2.30M | 2.4% | -1.9% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 378,843 | $88.27M | 10.7% | +0.2% | 0.002% | |
10/8/2024 | Cape ANN Savings Bank | 36,855 | $8.59M | 5.0% | -2.3% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 583,413 | $135.94M | 2.0% | +2.6% | 0.004% | |
10/8/2024 | Olistico Wealth LLC | 61,654 | $14.37M | 8.8% | -4.1% | 0.000% | |
10/8/2024 | Trust Co of Kansas | 42,829 | $9.98M | 4.8% | +7.2% | 0.000% | |
10/8/2024 | Leibman Financial Services Inc. | 22,364 | $5.21M | 3.7% | -3.8% | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 44,787 | $10.44M | 4.9% | +0.8% | 0.000% | |