10/11/2024 | Granite Harbor Advisors Inc. | 60,522 | $2.40M | 1.4% | +0.5% | 0.001% | |
10/11/2024 | Empirical Asset Management LLC | 30,520 | $1.21M | 0.2% | -4.4% | 0.000% | |
10/11/2024 | Constitution Capital LLC | 6,700 | $0.27M | 0.1% | -22.1% | 0.000% | |
10/11/2024 | Stablepoint Partners LLC | 8,508 | $0.34M | 0.1% | +10.5% | 0.000% | |
10/11/2024 | Sapient Capital LLC | 1,609,942 | $63.88M | 1.3% | +1.7% | 0.021% | |
10/11/2024 | ORG Wealth Partners LLC | 2,004 | $80K | 0.0% | N/A | 0.000% | |
10/11/2024 | Procyon Advisors LLC | 97,624 | $3.87M | 0.3% | +0.8% | 0.001% | |
10/11/2024 | Paladin Wealth LLC | 13,838 | $0.55M | 0.5% | N/A | 0.000% | |
10/11/2024 | Oliver Luxxe Assets LLC | 109,456 | $4.34M | 0.8% | -0.2% | 0.001% | |
10/11/2024 | Woodstock Corp | 158,746 | $6.30M | 0.6% | +0.5% | 0.002% | |
10/11/2024 | Patriot Investment Management Group Inc. | 5,681 | $0.23M | 0.0% | -13.1% | 0.000% | |
10/11/2024 | High Net Worth Advisory Group LLC | 16,721 | $0.66M | 0.2% | -7.4% | 0.000% | |
10/11/2024 | Armstrong Advisory Group Inc. | 27,705 | $1.10M | 0.1% | -9.2% | 0.000% | |
10/11/2024 | Rise Advisors LLC | 12,284 | $0.49M | 0.2% | -4.1% | 0.000% | |
10/11/2024 | Sunflower Bank N.A. | 11,438 | $0.45M | 0.1% | +7.2% | 0.000% | |
10/10/2024 | Sound Income Strategies LLC | 27,215 | $1.08M | 0.1% | +9.8% | 0.000% | |
10/10/2024 | Douglas Lane & Associates LLC | 2,346,013 | $93.09M | 1.3% | -7.4% | 0.030% | |
10/10/2024 | CVA Family Office LLC | 6,138 | $0.24M | 0.0% | +18.9% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 10,297 | $0.41M | 0.1% | N/A | 0.000% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 24,505 | $0.97M | 0.2% | +21.4% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 61,045 | $2.42M | 0.2% | -2.1% | 0.001% | |
10/10/2024 | Guardian Investment Management | 75,868 | $3.01M | 2.4% | -44.6% | 0.001% | |
10/10/2024 | Birch Hill Investment Advisors LLC | 351,639 | $13.95M | 0.7% | -6.5% | 0.004% | |
10/10/2024 | Shikiar Asset Management Inc. | 149,780 | $5.94M | 1.6% | -7.7% | 0.002% | |
10/10/2024 | CHICAGO TRUST Co NA | 103,252 | $4.10M | 0.7% | -2.7% | 0.001% | |
10/10/2024 | Exchange Traded Concepts LLC | 234,052 | $9.29M | 0.2% | +30,139.3% | 0.003% | |
10/10/2024 | Carnegie Investment Counsel | 248,327 | $9.85M | 0.3% | -7.9% | 0.003% | |
10/10/2024 | Compton Wealth Advisory Group LLC | 64,466 | $2.56M | 0.6% | -8.9% | 0.001% | |
10/10/2024 | Retirement Planning Group LLC | 7,672 | $0.30M | 0.0% | +51.1% | 0.000% | |
10/10/2024 | Cardinal Capital Management Inc. | 8,432 | $0.34M | 0.0% | +8.2% | 0.000% | |
10/10/2024 | City State Bank | 16,341 | $0.65M | 0.2% | +5.5% | 0.000% | |
10/10/2024 | Mechanics Bank Trust Department | 31,198 | $1.24M | 0.2% | +7.6% | 0.000% | |
10/10/2024 | InTrack Investment Management Inc | 35,443 | $1.41M | 1.0% | -4.4% | 0.000% | |
10/10/2024 | Brown Miller Wealth Management LLC | 5,334 | $0.21M | 0.1% | N/A | 0.000% | |
10/10/2024 | CRA Financial Services LLC | 43,556 | $1.73M | 0.3% | +0.7% | 0.001% | |
10/10/2024 | HCR Wealth Advisors | 56,185 | $2.23M | 0.3% | +4.8% | 0.001% | |
10/10/2024 | Ritholtz Wealth Management | 174,175 | $6.91M | 0.2% | -8.5% | 0.002% | |
10/10/2024 | Gateway Investment Advisers LLC | 2,107,343 | $83.62M | 0.9% | -4.7% | 0.027% | |
10/10/2024 | McNamara Financial Services Inc. | 6,155 | $0.24M | 0.0% | N/A | 0.000% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 7,848 | $0.31M | 0.2% | -27.0% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 21,431 | $0.85M | 0.3% | -17.0% | 0.000% | |
10/10/2024 | Perfromance Wealth Partners LLC | 19,225 | $0.76M | 0.0% | +174.4% | 0.000% | |
10/10/2024 | Avity Investment Management Inc. | 77,525 | $3.08M | 0.2% | +10.0% | 0.001% | |
10/10/2024 | Octavia Wealth Advisors LLC | 53,606 | $2.13M | 0.3% | -3.0% | 0.001% | |
10/10/2024 | Asio Capital LLC | 156,621 | $6.22M | 1.2% | -6.7% | 0.002% | |
10/10/2024 | First Affirmative Financial Network | 11,595 | $0.46M | 0.3% | +28.6% | 0.000% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 16,548 | $0.66M | 0.2% | -8.8% | 0.000% | |
10/10/2024 | Simplicity Wealth LLC | 32,041 | $1.27M | 0.1% | -81.9% | 0.000% | |
10/10/2024 | Wynn Capital LLC | 43,085 | $1.71M | 1.1% | +3.8% | 0.001% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 461,267 | $18.30M | 1.0% | +34.3% | 0.006% | |
10/9/2024 | LongView Wealth Management | 11,415 | $0.45M | 0.1% | -2.8% | 0.000% | |
10/9/2024 | Iowa State Bank | 90,187 | $3.58M | 0.7% | +26.3% | 0.001% | |
10/9/2024 | TAP Consulting LLC | 6,397 | $0.25M | 0.0% | N/A | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 6,778 | $0.27M | 0.1% | +5.7% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 11,561 | $0.46M | 0.1% | +9.6% | 0.000% | |
10/9/2024 | Castle Rock Wealth Management LLC | 13,779 | $0.55M | 0.1% | +23.1% | 0.000% | |
10/9/2024 | LVW Advisors LLC | 37,850 | $1.50M | 0.2% | -15.9% | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 35,094 | $1.39M | 0.3% | +71.4% | 0.000% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 11,432 | $0.45M | 0.0% | +22.4% | 0.000% | |
10/9/2024 | Clarius Group LLC | 61,916 | $2.44M | 0.2% | +1.1% | 0.001% | |
10/9/2024 | Stolper Co | 176,565 | $7.01M | 2.3% | -0.5% | 0.002% | |
10/9/2024 | Beaumont Financial Advisors LLC | 84,999 | $3.37M | 0.3% | -0.6% | 0.001% | |
10/9/2024 | Christopher J. Hasenberg Inc | 1,014 | $40K | 0.0% | +525.9% | 0.000% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 62,616 | $2.50M | 0.5% | N/A | 0.001% | |
10/9/2024 | LifePro Asset Management | 31,910 | $1.27M | 0.8% | -3.4% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 55,221 | $2.19M | 0.6% | -78.9% | 0.001% | |
10/9/2024 | Boston Common Asset Management LLC | 144,980 | $5.75M | 0.1% | +143.0% | 0.002% | |
10/9/2024 | Capital Insight Partners LLC | 122,900 | $4.88M | 0.9% | -0.7% | 0.002% | |
10/9/2024 | Quotient Wealth Partners LLC | 37,033 | $1.47M | 0.0% | -6.6% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 852,671 | $33.83M | 0.5% | -2.5% | 0.011% | |
10/9/2024 | Northstar Group Inc. | 5,514 | $0.22M | 0.0% | -37.4% | 0.000% | |
10/9/2024 | Morton Capital Management LLC CA | 12,397 | $0.49M | 0.1% | +23.5% | 0.000% | |
10/9/2024 | Perpetual Ltd | 57,834 | $2.30M | 0.0% | -28.6% | 0.001% | |
10/9/2024 | BSN CAPITAL PARTNERS Ltd | 189,999 | $8.06M | 1.5% | N/A | 0.002% | |
10/9/2024 | USA Financial Formulas | 41,090 | $1.63M | 0.3% | +29.9% | 0.001% | |
10/9/2024 | Patten Group Inc. | 13,359 | $0.53M | 0.1% | -33.1% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 12,947 | $0.51M | 0.2% | -36.7% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 241,825 | $9.60M | 0.3% | -2.7% | 0.003% | |
10/9/2024 | Wedmont Private Capital | 58,524 | $2.34M | 0.1% | -1.0% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 36,946 | $1.47M | 0.1% | -2.6% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 59,056 | $2.34M | 0.5% | +6.3% | 0.001% | |
10/9/2024 | Abner Herrman & Brock LLC | 396,662 | $15.74M | 1.9% | +4.5% | 0.005% | |
10/8/2024 | Daymark Wealth Partners LLC | 55,528 | $2.20M | 0.1% | +10.2% | 0.001% | |
10/8/2024 | Burkett Financial Services LLC | 19,123 | $0.76M | 0.3% | +2.6% | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 5,697 | $0.23M | 0.1% | -21.1% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 79,212 | $3.14M | 0.8% | +1.7% | 0.001% | |
10/8/2024 | First PREMIER Bank | 30,335 | $1.20M | 0.3% | -6.2% | 0.000% | |
10/8/2024 | True North Advisors LLC | 20,132 | $0.80M | 0.2% | +68.3% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,564 | $0.38M | 0.0% | +22.6% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 3,349 | $0.13M | 0.1% | N/A | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 38,660 | $1.53M | 0.4% | -1.4% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 16,663 | $0.66M | 0.1% | -5.8% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 6,427 | $0.26M | 0.1% | +6.7% | 0.000% | |
10/8/2024 | Udine Wealth Management Inc. | 207,838 | $8.25M | 5.8% | +1.0% | 0.003% | |
10/8/2024 | Sage Capital Advisors llc | 6,342 | $0.25M | 0.1% | N/A | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 56,982 | $2.28M | 0.4% | +18.4% | 0.001% | |
10/8/2024 | Cape ANN Savings Bank | 36,079 | $1.43M | 0.8% | +3.0% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 196,447 | $7.80M | 0.1% | +0.1% | 0.003% | |
10/8/2024 | Mattson Financial Services LLC | 72,462 | $2.88M | 1.0% | -0.7% | 0.001% | |
10/8/2024 | Atomi Financial Group Inc. | 143,888 | $5.71M | 0.4% | +11.4% | 0.002% | |