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% | |
10/8/2024 | Traveka Wealth LLC | 8,459 | $0.34M | 0.2% | +9.2% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 7,792 | $0.31M | 0.0% | N/A | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 124,105 | $4.92M | 0.3% | +3.9% | 0.002% | |
10/8/2024 | Bridge Creek Capital Management LLC | 192,236 | $7.63M | 2.3% | -1.3% | 0.002% | |
10/8/2024 | Anderson Hoagland & Co. | 255,337 | $10.24M | 1.0% | -0.1% | 0.003% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 114,371 | $4.54M | 0.1% | -4.0% | 0.001% | |
10/8/2024 | Boit C F David | 117,198 | $4.60M | 2.3% | -1.0% | 0.001% | |
10/8/2024 | Tlwm | 34,763 | $1.38M | 0.3% | -1.8% | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 5,570 | $0.22M | 0.0% | -44.7% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 50,513 | $2M | 0.1% | -67.9% | 0.001% | |
10/8/2024 | Chesley Taft & Associates LLC | 113,227 | $4.49M | 0.2% | -2.2% | 0.001% | |
10/8/2024 | Callan Family Office LLC | 81,518 | $3.24M | 0.5% | N/A | 0.001% | |
10/8/2024 | Aprio Wealth Management LLC | 28,811 | $1.14M | 0.2% | +2.5% | 0.000% | |
10/8/2024 | Affinity Capital Advisors LLC | 10,720 | $0.43M | 0.1% | +42.8% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 8,655 | $0.34M | 0.1% | +16.8% | 0.000% | |
10/8/2024 | Pacifica Partners Inc. | 98,715 | $3.92M | 1.6% | -0.4% | 0.001% | |
10/8/2024 | Bath Savings Trust Co | 9,620 | $0.38M | 0.0% | +5.5% | 0.000% | |
10/8/2024 | Verde Servicos Internacionais S.A. | 274,200 | $10.88M | 5.1% | N/A | 0.004% | |
10/8/2024 | Greenfield Savings Bank | 39,634 | $1.57M | 0.7% | -4.1% | 0.001% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 7,282 | $0.29M | 0.0% | -27.4% | 0.000% | |
10/8/2024 | Mather Group LLC. | 34,740 | $1.38M | 0.0% | -19.8% | 0.000% | |
10/7/2024 | Sara Bay Financial | 11,100 | $0.44M | 0.2% | -23.2% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 82,204 | $3.26M | 2.0% | +12.3% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 154,212 | $6.12M | 0.2% | -3.4% | 0.002% | |
10/7/2024 | Lakewood Asset Management LLC | 76,007 | $3.02M | 2.1% | -10.1% | 0.001% | |
10/7/2024 | Prentice Wealth Management LLC | 17,285 | $0.69M | 0.2% | -4.4% | 0.000% | |
10/7/2024 | Parisi Gray Wealth Management | 20,387 | $0.81M | 0.3% | -5.2% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 19,798 | $0.79M | 0.0% | +10.4% | 0.000% | |
10/7/2024 | Consilio Wealth Advisors LLC | 8,831 | $0.35M | 0.1% | +12.9% | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 102,880 | $4.08M | 1.0% | -6.4% | 0.001% | |
10/7/2024 | Smith Anglin Financial LLC | 13,007 | $0.52M | 0.0% | +13.6% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 17,091 | $0.68M | 0.4% | -6.6% | 0.000% | |
10/7/2024 | Diversified Trust Co | 162,072 | $6.43M | 0.2% | +34.8% | 0.002% | |
10/7/2024 | Davis Investment Partners LLC | 76,243 | $2.99M | 1.3% | -5.1% | 0.001% | |
10/7/2024 | Cora Capital Advisors LLC | 5,814 | $0.23M | 0.1% | -8.2% | 0.000% | |
10/7/2024 | WealthBridge Capital Management LLC | 8,124 | $0.32M | 0.1% | +22.9% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 94,287 | $3.74M | 0.4% | +14.5% | 0.001% | |
10/5/2024 | Handelsbanken Fonder AB | 2,414,613 | $95.81M | 0.4% | +2.8% | 0.031% | |
10/5/2024 | waypoint wealth counsel | 6,669 | $0.27M | 0.2% | +17.5% | 0.000% | |
10/5/2024 | ZRC Wealth Management LLC | 3,087 | $0.12M | 0.1% | +667.9% | 0.000% | |
10/5/2024 | Cullen Investment Group LTD. | 38,963 | $1.55M | 0.2% | +1.6% | 0.000% | |
10/5/2024 | Bard Financial Services Inc. | 159,725 | $6.34M | 1.3% | -35.6% | 0.002% | |
10/5/2024 | Burns J W & Co. Inc. NY | 13,668 | $0.54M | 0.1% | -51.4% | 0.000% | |
10/5/2024 | Quent Capital LLC | 32,933 | $1.31M | 0.1% | +7.2% | 0.000% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 89,056 | $3.53M | 2.0% | +4.1% | 0.001% | |
10/5/2024 | Collective Family Office LLC | 7,616 | $0.30M | 0.1% | -8.6% | 0.000% | |
10/5/2024 | Wallace Advisory Group LLC | 16,810 | $0.67M | 0.5% | -3.2% | 0.000% | |