10/15/2024 | Norway Savings Bank | 18,973 | $2M | 1.1% | -0.7% | 0.002% | |
10/15/2024 | Richwood Investment Advisors LLC | 4,954 | $0.52M | 0.4% | -2.2% | 0.000% | |
10/15/2024 | Occidental Asset Management LLC | 6,684 | $0.70M | 0.1% | +38.0% | 0.001% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 2,516 | $0.27M | 0.1% | -22.4% | 0.000% | |
10/15/2024 | Allen Mooney & Barnes Investment Advisors LLC | 78,391 | $8.25M | 1.4% | -2.3% | 0.007% | |
10/11/2024 | Iams Wealth Management LLC | 18,203 | $1.92M | 0.9% | +11.6% | 0.002% | |
10/11/2024 | Creative Planning | 248,439 | $26.16M | 0.0% | +1.7% | 0.021% | |
10/11/2024 | Wesbanco Bank Inc. | 130,816 | $13.77M | 0.5% | -1.7% | 0.011% | |
10/11/2024 | CX Institutional | 53,547 | $5.64M | 0.3% | +4.3% | 0.005% | |
10/11/2024 | M. Kraus & Co | 20,054 | $2.11M | 0.6% | -5.3% | 0.002% | |
10/11/2024 | Sivia Capital Partners LLC | 2,061 | $0.22M | 0.1% | -7.9% | 0.000% | |
10/11/2024 | Grove Bank & Trust | 12,542 | $1.32M | 0.2% | -26.7% | 0.001% | |
10/11/2024 | Wedge Capital Management L L P NC | 2,168 | $0.23M | 0.0% | +7.4% | 0.000% | |
10/11/2024 | Fiduciary Alliance LLC | 164,157 | $17.28M | 2.3% | +0.5% | 0.014% | |
10/11/2024 | Novare Capital Management LLC | 4,487 | $0.47M | 0.0% | +14.0% | 0.000% | |
10/11/2024 | ORG Partners LLC | 6,139 | $0.65M | 0.1% | -12.9% | 0.001% | |
10/11/2024 | Adamsbrown Wealth Consultants LLC | 2,261 | $0.24M | 0.1% | -9.5% | 0.000% | |
10/11/2024 | Sapient Capital LLC | 5,235 | $0.55M | 0.0% | -4.4% | 0.000% | |
10/11/2024 | ORG Wealth Partners LLC | 694 | $73K | 0.0% | N/A | 0.000% | |
10/11/2024 | Procyon Advisors LLC | 15,979 | $1.68M | 0.1% | -1.7% | 0.001% | |
10/11/2024 | Paladin Wealth LLC | 6,576 | $0.69M | 0.6% | N/A | 0.001% | |
10/11/2024 | Willis Investment Counsel | 222,144 | $23.39M | 1.5% | +0.5% | 0.019% | |
10/11/2024 | Sunflower Bank N.A. | 2,008 | $0.21M | 0.1% | +11.6% | 0.000% | |
10/10/2024 | CVA Family Office LLC | 5,620 | $0.59M | 0.1% | -9.3% | 0.000% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 10,121 | $1.07M | 0.2% | +22.0% | 0.001% | |
10/10/2024 | Koshinski Asset Management Inc. | 19,274 | $2.03M | 0.2% | -3.3% | 0.002% | |
10/10/2024 | Ayrshire Capital Management LLC | 6,165 | $0.65M | 0.3% | +6.8% | 0.001% | |
10/10/2024 | CHICAGO TRUST Co NA | 2,269 | $0.24M | 0.0% | -6.1% | 0.000% | |
10/10/2024 | Exchange Traded Concepts LLC | 92,618 | $9.75M | 0.2% | +23.0% | 0.008% | |
10/10/2024 | Carnegie Investment Counsel | 7,522 | $0.79M | 0.0% | -14.7% | 0.001% | |
10/10/2024 | Cardinal Capital Management Inc. | 123,884 | $13.04M | 0.5% | +0.5% | 0.011% | |
10/10/2024 | Annex Advisory Services LLC | 57,092 | $6.01M | 0.2% | -2.1% | 0.005% | |
10/10/2024 | Mechanics Bank Trust Department | 15,470 | $1.63M | 0.2% | +2.0% | 0.001% | |
10/10/2024 | CRA Financial Services LLC | 4,300 | $0.45M | 0.1% | -7.0% | 0.000% | |
10/10/2024 | HCR Wealth Advisors | 35,882 | $3.78M | 0.5% | +0.8% | 0.003% | |
10/10/2024 | Ritholtz Wealth Management | 26,126 | $2.75M | 0.1% | -0.6% | 0.002% | |
10/10/2024 | Gateway Investment Advisers LLC | 446,282 | $46.99M | 0.5% | -1.1% | 0.038% | |
10/10/2024 | Guinness Atkinson Asset Management Inc | 4,532 | $0.48M | 0.2% | -4.9% | 0.000% | |
10/10/2024 | Guinness Asset Management LTD | 160,734 | $16.90M | 0.3% | -14.1% | 0.014% | |
10/10/2024 | Meyer Handelman Co. | 76,660 | $8.07M | 0.3% | -1.4% | 0.007% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 19,583 | $2.06M | 0.5% | -2.2% | 0.002% | |
10/10/2024 | Valeo Financial Advisors LLC | 23,563 | $2.48M | 0.1% | -4.1% | 0.002% | |
10/10/2024 | Foundation Resource Management Inc. | 295,004 | $31.06M | 4.8% | -1.0% | 0.025% | |
10/10/2024 | Simplicity Wealth LLC | 4,123 | $0.43M | 0.0% | -89.3% | 0.000% | |
10/9/2024 | Iowa State Bank | 22,969 | $2.42M | 0.5% | -4.7% | 0.002% | |
10/9/2024 | Charles Schwab Trust Co | 8,811 | $0.93M | 0.1% | -5.4% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 2,406 | $0.25M | 0.0% | -18.3% | 0.000% | |
10/9/2024 | BWM Planning LLC | 3,754 | $0.40M | 0.2% | N/A | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 6,808 | $0.72M | 0.2% | +5.2% | 0.001% | |
10/9/2024 | Clarius Group LLC | 6,991 | $0.72M | 0.1% | -4.7% | 0.001% | |
10/9/2024 | Merrion Investment Management Co LLC | 2,055 | $0.22M | 0.1% | -32.7% | 0.000% | |
10/9/2024 | Hoese & Co LLP | 500 | $53K | 0.0% | +400.0% | 0.000% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 19,341 | $2.14M | 0.5% | N/A | 0.002% | |
10/9/2024 | Agate Pass Investment Management LLC | 5,083 | $0.54M | 0.3% | -2.1% | 0.000% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 28,990 | $3.05M | 1.1% | +2.1% | 0.002% | |
10/9/2024 | Capital Insight Partners LLC | 5,700 | $0.60M | 0.1% | +1.9% | 0.000% | |
10/9/2024 | Sendero Wealth Management LLC | 88,741 | $9.34M | 1.5% | +19.3% | 0.008% | |
10/9/2024 | Quotient Wealth Partners LLC | 41,578 | $4.38M | 0.1% | -1.5% | 0.004% | |
10/9/2024 | SS&H Financial Advisors Inc. | 2,981 | $0.31M | 0.1% | +7.4% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 89,002 | $9.37M | 0.1% | -4.0% | 0.008% | |
10/9/2024 | Cadinha & Co. LLC | 6,360 | $0.67M | 0.1% | +18.8% | 0.001% | |
10/9/2024 | Unison Advisors LLC | 17,025 | $1.79M | 0.2% | +0.7% | 0.001% | |
10/9/2024 | Atlas Private Wealth Advisors | 3,340 | $0.35M | 0.1% | -11.9% | 0.000% | |
10/9/2024 | Sanders Morris Harris LLC | 27,812 | $2.93M | 0.5% | -57.2% | 0.002% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 2,916 | $0.31M | 0.0% | N/A | 0.000% | |
10/9/2024 | Perpetual Ltd | 16,097 | $1.70M | 0.0% | +40.1% | 0.001% | |
10/9/2024 | Bruce G. Allen Investments LLC | 1,289 | $0.14M | 0.1% | -10.2% | 0.000% | |
10/9/2024 | Patten Group Inc. | 10,220 | $1.08M | 0.2% | -16.0% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 33,512 | $3.53M | 0.1% | -9.3% | 0.003% | |
10/9/2024 | Wedmont Private Capital | 15,814 | $1.81M | 0.1% | -9.9% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 4,029 | $0.42M | 0.0% | -3.7% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 3,828 | $0.40M | 0.1% | -13.0% | 0.000% | |
10/8/2024 | CWM LLC | 46,650 | $4.91M | 0.0% | +6.4% | 0.004% | |
10/8/2024 | Daymark Wealth Partners LLC | 12,929 | $1.36M | 0.0% | +23.5% | 0.001% | |
10/8/2024 | Peddock Capital Advisors LLC | 2,428 | $0.26M | 0.1% | -5.8% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 2,008 | $0.21M | 0.0% | -30.0% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 38,940 | $4.10M | 0.3% | +3.2% | 0.003% | |
10/8/2024 | Talbot Financial LLC | 51,503 | $5.42M | 0.7% | +6.7% | 0.004% | |
10/8/2024 | Brookstone Capital Management | 8,472 | $0.89M | 0.0% | +12.7% | 0.001% | |
10/8/2024 | Olistico Wealth LLC | 464 | $49K | 0.0% | -24.4% | 0.000% | |
10/8/2024 | City Holding Co. | 25,336 | $2.67M | 0.4% | -0.5% | 0.002% | |
10/8/2024 | Mattson Financial Services LLC | 18,616 | $2.13M | 0.7% | -0.6% | 0.002% | |
10/8/2024 | Country Trust Bank | 257,253 | $27.08M | 0.7% | -0.1% | 0.022% | |
10/8/2024 | Atomi Financial Group Inc. | 11,360 | $1.20M | 0.1% | +9.8% | 0.001% | |
10/8/2024 | Legacy Private Trust Co. | 56,740 | $5.97M | 0.4% | -2.0% | 0.005% | |
10/8/2024 | Marion Wealth Management | 13,000 | $1.37M | 0.4% | +8.7% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 20,700 | $2.18M | 0.1% | -3.0% | 0.002% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 4,144 | $0.44M | 0.1% | +6.4% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 2,125 | $0.22M | 0.0% | +4.8% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 2,277 | $0.24M | 0.0% | +13.0% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 10,001 | $1.05M | 0.2% | +1.0% | 0.001% | |
10/8/2024 | Versant Capital Management Inc | 3,033 | $0.32M | 0.1% | +274.9% | 0.000% | |
10/8/2024 | Greenfield Savings Bank | 8,412 | $0.89M | 0.4% | +6.7% | 0.001% | |
10/8/2024 | Mather Group LLC. | 37,618 | $3.96M | 0.1% | -27.0% | 0.003% | |
10/7/2024 | Bank of New Hampshire | 7,613 | $0.80M | 0.2% | -11.5% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 37,637 | $3.96M | 0.2% | -4.8% | 0.003% | |
10/7/2024 | Lakewood Asset Management LLC | 29,054 | $3.06M | 2.1% | -12.0% | 0.002% | |
10/7/2024 | Parisi Gray Wealth Management | 4,162 | $0.44M | 0.1% | -15.6% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 26,224 | $2.76M | 0.1% | +1.8% | 0.002% | |
10/7/2024 | Smith Anglin Financial LLC | 3,023 | $0.32M | 0.0% | +17.1% | 0.000% | |