10/16/2024 | Trust Co. of Vermont | 21,355 | $5.50M | 0.3% | -0.7% | 0.012% | |
10/16/2024 | Secure Asset Management LLC | 6,344 | $1.64M | 0.3% | +19.2% | 0.003% | |
10/16/2024 | Teamwork Financial Advisors LLC | 1,941 | $0.50M | 0.1% | -72.5% | 0.001% | |
10/16/2024 | Bleakley Financial Group LLC | 2,877 | $0.74M | 0.0% | -6.5% | 0.002% | |
10/16/2024 | Compass Wealth Management LLC | 37,839 | $9.75M | 2.3% | +5.6% | 0.021% | |
10/16/2024 | nVerses Capital LLC | 3,800 | $0.98M | 0.4% | +31.0% | 0.002% | |
10/16/2024 | FLC Capital Advisors | 3,538 | $0.91M | 0.2% | N/A | 0.002% | |
10/16/2024 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,081 | $2.08M | 0.8% | +21.8% | 0.004% | |
10/16/2024 | Vontobel Holding Ltd. | 8,606 | $2.22M | 0.0% | +1.4% | 0.005% | |
10/16/2024 | Tsfg LLC | 252 | $65K | 0.0% | -16.6% | 0.000% | |
10/16/2024 | Cascade Investment Group Inc. | 987 | $0.25M | 0.2% | -5.2% | 0.001% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 2,641 | $0.68M | 0.4% | -12.2% | 0.001% | |
10/15/2024 | Dover Advisors LLC | 3,844 | $0.99M | 0.6% | +8.7% | 0.002% | |
10/15/2024 | SWS Partners | 10,742 | $2.77M | 0.9% | -30.1% | 0.006% | |
10/15/2024 | NBC Securities Inc. | 1,845 | $0.48M | 0.0% | -35.2% | 0.001% | |
10/15/2024 | Occidental Asset Management LLC | 12,071 | $3.11M | 0.5% | +1.8% | 0.007% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 5,511 | $1.42M | 0.5% | +2.9% | 0.003% | |
10/11/2024 | Iams Wealth Management LLC | 983 | $0.25M | 0.1% | N/A | 0.001% | |
10/11/2024 | Creative Planning | 51,856 | $13.36M | 0.0% | -3.0% | 0.028% | |
10/11/2024 | Wesbanco Bank Inc. | 37,764 | $9.73M | 0.3% | -43.7% | 0.021% | |
10/11/2024 | Granite Harbor Advisors Inc. | 951 | $0.25M | 0.1% | +12.8% | 0.001% | |
10/11/2024 | Stablepoint Partners LLC | 5,355 | $1.38M | 0.3% | +5.9% | 0.003% | |
10/11/2024 | Procyon Advisors LLC | 1,886 | $0.49M | 0.0% | -2.2% | 0.001% | |
10/11/2024 | Paladin Wealth LLC | 541 | $0.14M | 0.1% | N/A | 0.000% | |
10/11/2024 | Rise Advisors LLC | 1,029 | $0.27M | 0.1% | -5.2% | 0.001% | |
10/10/2024 | Webster Bank N. A. | 6,235 | $1.61M | 0.2% | -6.1% | 0.003% | |
10/10/2024 | Douglas Lane & Associates LLC | 180,553 | $46.53M | 0.6% | -11.6% | 0.099% | |
10/10/2024 | CVA Family Office LLC | 295 | $76K | 0.0% | +22.9% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 895 | $0.23M | 0.0% | +9.1% | 0.000% | |
10/10/2024 | Essex Investment Management Co. LLC | 2,042 | $0.53M | 0.1% | -7.8% | 0.001% | |
10/10/2024 | Birch Hill Investment Advisors LLC | 153,715 | $39.61M | 1.9% | +1.3% | 0.084% | |
10/10/2024 | CHICAGO TRUST Co NA | 1,482 | $0.38M | 0.1% | +7.2% | 0.001% | |
10/10/2024 | Exchange Traded Concepts LLC | 1,200 | $0.31M | 0.0% | +751.1% | 0.001% | |
10/10/2024 | Carnegie Investment Counsel | 7,941 | $2.05M | 0.1% | -5.9% | 0.004% | |
10/10/2024 | Kings Path Partners LLC | 4,151 | $1.07M | 0.4% | +52.8% | 0.002% | |
10/10/2024 | InTrack Investment Management Inc | 1,781 | $0.46M | 0.3% | -3.2% | 0.001% | |
10/10/2024 | HCR Wealth Advisors | 8,751 | $2.26M | 0.3% | +1.4% | 0.005% | |
10/10/2024 | Burns Matteson Capital Management LLC | 2,828 | $0.73M | 0.4% | -2.8% | 0.002% | |
10/10/2024 | Ritholtz Wealth Management | 1,894 | $0.49M | 0.0% | -9.3% | 0.001% | |
10/10/2024 | Cox Capital Mgt LLC | 16,119 | $4.15M | 2.5% | -1.4% | 0.009% | |
10/10/2024 | Valeo Financial Advisors LLC | 14,453 | $3.72M | 0.1% | -8.8% | 0.008% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 743 | $0.19M | 0.0% | +198.4% | 0.000% | |
10/9/2024 | LVW Advisors LLC | 2,154 | $0.56M | 0.1% | -18.8% | 0.001% | |
10/9/2024 | Independence Bank of Kentucky | 3,400 | $0.88M | 0.2% | +39.4% | 0.002% | |
10/9/2024 | CCM Investment Advisers LLC | 35,062 | $9.04M | 1.0% | +6.1% | 0.019% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 26,930 | $6.94M | 2.5% | -0.2% | 0.015% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 17,351 | $4.47M | 0.8% | +2.3% | 0.009% | |
10/9/2024 | UMB Bank n.a. | 7,265 | $1.87M | 0.0% | +5.5% | 0.004% | |
10/9/2024 | Patten Group Inc. | 2,936 | $0.76M | 0.2% | +7.9% | 0.002% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 15,209 | $3.92M | 0.1% | +85.2% | 0.008% | |
10/9/2024 | Wedmont Private Capital | 2,011 | $0.49M | 0.0% | +30.3% | 0.001% | |
10/8/2024 | CWM LLC | 5,065 | $1.31M | 0.0% | -1.2% | 0.003% | |
10/8/2024 | Daymark Wealth Partners LLC | 5,536 | $1.43M | 0.0% | +14.9% | 0.003% | |
10/8/2024 | Peddock Capital Advisors LLC | 18,476 | $4.76M | 1.1% | +1.1% | 0.010% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 28,991 | $7.47M | 0.7% | +1.7% | 0.016% | |
10/8/2024 | Brookstone Capital Management | 15,734 | $4.06M | 0.1% | +7.2% | 0.009% | |
10/8/2024 | City Holding Co. | 12,910 | $3.33M | 0.5% | -1.3% | 0.007% | |
10/8/2024 | Artemis Investment Management LLP | 146,821 | $37.83M | 0.6% | -2.4% | 0.080% | |
10/8/2024 | Atomi Financial Group Inc. | 892 | $0.23M | 0.0% | -10.1% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 20,936 | $5.40M | 0.4% | -4.7% | 0.011% | |
10/8/2024 | Marion Wealth Management | 5,554 | $1.43M | 0.4% | +5.5% | 0.003% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 8,714 | $2.25M | 0.1% | -4.1% | 0.005% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 19,666 | $5.07M | 1.6% | +1.0% | 0.011% | |
10/8/2024 | Callan Family Office LLC | 834 | $0.22M | 0.0% | N/A | 0.000% | |
10/8/2024 | Bangor Savings Bank | 8,868 | $2.29M | 0.2% | -1.6% | 0.005% | |
10/8/2024 | Mather Group LLC. | 703 | $0.18M | 0.0% | +13.0% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 904 | $0.23M | 0.1% | -5.0% | 0.000% | |
10/7/2024 | Oak Asset Management LLC | 17,540 | $4.52M | 1.6% | +2.9% | 0.010% | |
10/7/2024 | Fulton Bank N.A. | 16,286 | $4.20M | 0.2% | -2.5% | 0.009% | |
10/7/2024 | Prentice Wealth Management LLC | 3,504 | $0.90M | 0.3% | -1.4% | 0.002% | |
10/7/2024 | Everpar Advisors LLC | 2,894 | $0.75M | 0.4% | -14.1% | 0.002% | |
10/7/2024 | Diversified Trust Co | 929 | $0.24M | 0.0% | +6.2% | 0.001% | |
10/7/2024 | Davis Investment Partners LLC | 1,579 | $0.40M | 0.2% | -10.2% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 5,149 | $1.33M | 0.1% | -3.6% | 0.003% | |
10/7/2024 | Czech National Bank | 31,918 | $8.23M | 0.1% | +4.0% | 0.017% | |
10/5/2024 | Burns J W & Co. Inc. NY | 3,988 | $1.03M | 0.1% | -2.8% | 0.002% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 4,135 | $1.07M | 0.6% | -57.8% | 0.002% | |
10/5/2024 | Harbor Investment Advisory LLC | 3,230 | $0.83M | 0.1% | -13.6% | 0.002% | |
10/5/2024 | Mirador Capital Partners LP | 5,429 | $1.40M | 0.3% | +6.0% | 0.003% | |
10/4/2024 | HBW Advisory Services LLC | 2,320 | $0.60M | 0.1% | -13.2% | 0.001% | |
10/4/2024 | LifePlan Financial LLC | 1,172 | $0.30M | 0.3% | -3.9% | 0.001% | |
10/3/2024 | Park Avenue Securities LLC | 4,362 | $1.12M | 0.0% | +23.3% | 0.002% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 16,556 | $4.27M | 0.8% | -3.0% | 0.009% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 40,451 | $10.42M | 1.0% | -3.3% | 0.022% | |
10/3/2024 | Czech National Bank | 31,918 | $8.23M | 0.1% | +4.0% | 0.017% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 52,589 | $13.55M | 0.4% | +5.2% | 0.029% | |
10/2/2024 | Weybosset Research & Management LLC | 925 | $0.24M | 0.1% | +12.1% | 0.001% | |
10/1/2024 | Appleton Partners Inc. MA | 35,147 | $9.06M | 0.7% | +1.7% | 0.019% | |
10/1/2024 | Jacobs & Co. CA | 37,625 | $9.70M | 1.0% | +4.3% | 0.021% | |
10/1/2024 | First Financial Bank Trust Division | 25,808 | $6.65M | 0.6% | -3.2% | 0.014% | |
9/30/2024 | Mattson Financial Services LLC | 4,677 | $1.20M | 0.4% | N/A | 0.003% | |
9/20/2024 | Anchor Investment Management LLC | 2,548 | $0.66M | 0.1% | +3.1% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 62,786 | $16.33M | 0.1% | N/A | 0.034% | |
8/30/2024 | Brown Financial Advisors | 2,761 | $0.71M | 0.3% | N/A | 0.002% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 1,107 | $0.29M | 0.1% | N/A | 0.001% | |
8/28/2024 | Souders Financial Advisors | 11,919 | $3.07M | 0.5% | N/A | 0.007% | |
8/27/2024 | Clearbridge Investments LLC | 485,278 | $124.85M | 0.1% | -3.5% | 0.265% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 45,926 | $11.82M | 0.1% | -6.6% | 0.025% | |
8/22/2024 | Cetera Investment Advisers | 44,541 | $11.46M | 0.0% | +9.4% | 0.024% | |
8/21/2024 | Granite Bay Wealth Management LLC | 12,600 | $3.24M | 0.1% | N/A | 0.007% | |