10/4/2024 | Regency Capital Management Inc. DE | 15,564 | $13.80M | 7.6% | -2.1% | 0.004% | |
10/4/2024 | Sowell Financial Services LLC | 17,705 | $15.70M | 0.7% | +1.7% | 0.004% | |
10/4/2024 | HBW Advisory Services LLC | 1,460 | $1.30M | 0.2% | +129.9% | 0.000% | |
10/4/2024 | MRA Advisory Group | 305 | $0.27M | 0.1% | -25.8% | 0.000% | |
10/3/2024 | Rockland Trust Co. | 1,190 | $1.06M | 0.1% | -42.7% | 0.000% | |
10/3/2024 | First Citizens Financial Corp | 350 | $0.31M | 0.2% | -43.3% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 901 | $0.80M | 0.4% | +10.6% | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 1,983 | $1.76M | 0.3% | +1.0% | 0.000% | |
10/3/2024 | Private Client Services LLC | 846 | $0.75M | 0.4% | +2.2% | 0.000% | |
10/3/2024 | Granite Bay Wealth Management LLC | 1,284 | $1.14M | 0.6% | +4.1% | 0.000% | |
10/3/2024 | Capital Market Strategies LLC | 3,168 | $2.81M | 1.7% | +3.3% | 0.001% | |
10/3/2024 | Dominguez Wealth Management Solutions Inc. | 1,021 | $0.91M | 0.7% | -5.2% | 0.000% | |
10/3/2024 | Apella Capital LLC | 2,633 | $2.31M | 0.1% | +11.1% | 0.001% | |
10/3/2024 | Park Avenue Securities LLC | 20,816 | $18.45M | 0.2% | +0.7% | 0.005% | |
10/3/2024 | Delta Financial Group Inc. | 2,728 | $2.42M | 0.9% | -0.6% | 0.001% | |
10/3/2024 | Johnson & White Wealth Management LLC | 319 | $0.28M | 0.2% | N/A | 0.000% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 1,898 | $1.68M | 0.2% | +4.1% | 0.000% | |
10/3/2024 | Farmers Trust Co. | 246 | $0.22M | 0.0% | -9.9% | 0.000% | |
10/3/2024 | Meritas Wealth Management LLC | 456 | $0.40M | 0.2% | -8.8% | 0.000% | |
10/3/2024 | Unique Wealth LLC | 756 | $0.67M | 0.2% | +12.0% | 0.000% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 2,353 | $2.09M | 1.6% | -20.3% | 0.001% | |
10/3/2024 | Czech National Bank | 90,312 | $80.06M | 0.8% | +6.9% | 0.020% | |
10/3/2024 | AMF Tjanstepension AB | 48,377 | $42.90M | 0.3% | N/A | 0.011% | |
10/2/2024 | Boltwood Capital Management | 899 | $0.80M | 0.2% | +13.8% | 0.000% | |
10/2/2024 | General Partner Inc. | 1,992 | $1.77M | 1.1% | -10.1% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 14,584 | $12.93M | 0.4% | -1.5% | 0.003% | |
10/2/2024 | Trust Co. of Toledo NA OH | 8,272 | $7.33M | 1.0% | +4.3% | 0.002% | |
10/2/2024 | Stonehearth Capital Management LLC | 391 | $0.35M | 0.1% | -4.2% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 2,139 | $1.90M | 0.3% | +3.8% | 0.000% | |
10/2/2024 | American National Bank & Trust | 21,602 | $19.15M | 2.3% | -0.5% | 0.005% | |
10/1/2024 | Norman Fields Gottscho Capital Management LLC | 59,594 | $52.83M | 17.5% | +0.0% | 0.013% | |
10/1/2024 | Appleton Partners Inc. MA | 13,973 | $12.39M | 0.9% | -3.5% | 0.003% | |
10/1/2024 | Jacobs & Co. CA | 27,214 | $24.13M | 2.4% | -4.0% | 0.006% | |
10/1/2024 | Park National Corp OH | 31,458 | $27.89M | 1.0% | -5.0% | 0.007% | |
10/1/2024 | Emprise Bank | 2,814 | $2.50M | 1.4% | -3.3% | 0.001% | |
10/1/2024 | First Financial Bank Trust Division | 352 | $0.31M | 0.0% | +16.6% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 231 | $0.21M | 0.1% | +111.9% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 36,514 | $32.37M | 2.4% | -1.2% | 0.008% | |
9/30/2024 | Mattson Financial Services LLC | 2,647 | $2.25M | 0.8% | N/A | 0.001% | |
9/27/2024 | Sage Advisors LLC | 1,100 | $0.94M | 0.8% | +14.7% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 5,179 | $4.40M | 0.3% | +19.2% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 7,839 | $6.66M | 0.7% | -1.4% | 0.002% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 389,883 | $331.40M | 0.9% | +9.5% | 0.088% | |
9/16/2024 | Verity & Verity LLC | 1,530 | $1.30M | 0.1% | -6.1% | 0.000% | |
9/12/2024 | American Trust | 8,890 | $7.56M | 0.6% | -3.7% | 0.002% | |
9/11/2024 | Summit Wealth Partners LLC | 242 | $0.21M | 0.0% | N/A | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 2,598 | $2.21M | 0.8% | -10.2% | 0.001% | |
9/10/2024 | SS&H Financial Advisors Inc. | 2,907 | $2.47M | 1.0% | +5.4% | 0.001% | |
9/10/2024 | Prio Wealth Limited Partnership | 6,844 | $5.82M | 0.2% | -5.7% | 0.002% | |
9/10/2024 | Cannon Financial Strategists Inc. | 249 | $0.21M | 0.0% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 1,732 | $1.53M | 0.5% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 804 | $0.68M | 0.3% | +11.7% | 0.000% | |
9/6/2024 | Cim LLC | 22,265 | $19.73M | 2.9% | +35.9% | 0.005% | |
9/5/2024 | Sanctuary Advisors LLC | 104,023 | $88.42M | 0.6% | N/A | 0.023% | |
9/3/2024 | Clear Rock Advisors LLC | 4,824 | $4.10M | 1.8% | -1.6% | 0.001% | |
8/30/2024 | NCP Inc. | 2,722 | $2.31M | 1.5% | -3.6% | 0.001% | |
8/30/2024 | Brown Financial Advisors | 1,563 | $1.33M | 0.6% | N/A | 0.000% | |
8/30/2024 | Centennial Bank AR | 1,977 | $1.68M | 0.8% | +1.2% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 3,358 | $2.67M | 0.9% | N/A | 0.001% | |
8/28/2024 | Farmers National Bank | 502 | $0.43M | 0.1% | -5.3% | 0.000% | |
8/28/2024 | Souders Financial Advisors | 1,597 | $1.36M | 0.2% | +2.2% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 112,895 | $95.96M | 0.1% | -15.5% | 0.025% | |
8/27/2024 | Dana Investment Advisors Inc. | 8,607 | $7.32M | 0.2% | -3.3% | 0.002% | |
8/27/2024 | New Wave Wealth Advisors LLC | 885 | $0.75M | 0.4% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 895 | $0.76M | 0.2% | +14.5% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 474 | $0.40M | 0.2% | +15.0% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 59,142 | $50.27M | 0.5% | -5.0% | 0.013% | |
8/26/2024 | Founders Financial Alliance LLC | 1,207 | $1.03M | 0.3% | +8.7% | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 6,256 | $5.32M | 3.4% | -0.3% | 0.001% | |
8/22/2024 | Aldebaran Financial Inc. | 250 | $0.21M | 0.3% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 149,900 | $127.41M | 0.3% | -5.3% | 0.034% | |
8/22/2024 | 3Chopt Investment Partners LLC | 525 | $0.45M | 0.1% | N/A | 0.000% | |
8/21/2024 | Ted Buchan & Co | 3,149 | $2.68M | 1.4% | N/A | 0.001% | |
8/21/2024 | Advisory Alpha LLC | 2,781 | $2.36M | 0.1% | -3.8% | 0.001% | |
8/21/2024 | IMS Capital Management | 3,794 | $3.32M | 1.5% | +7.1% | 0.001% | |
8/21/2024 | Truist Financial Corp | 316,993 | $269.44M | 0.4% | +1.1% | 0.072% | |
8/21/2024 | Regency Capital Management Inc. DE | 15,897 | $13.51M | 8.7% | +0.2% | 0.004% | |
8/20/2024 | Next Capital Management LLC | 321 | $0.27M | 0.1% | -12.3% | 0.000% | |
8/19/2024 | Old North State Trust LLC | 2,273 | $1.93M | 1.7% | +3.5% | 0.001% | |
8/19/2024 | HWG Holdings LP | 5,563 | $4.73M | 1.7% | N/A | 0.001% | |
8/19/2024 | Garde Capital Inc. | 3,792 | $3.22M | 0.2% | -9.9% | 0.001% | |
8/19/2024 | EP Wealth Advisors LLC | 129,671 | $110.22M | 1.2% | -14.6% | 0.029% | |
8/19/2024 | Kimelman & Baird LLC | 65,305 | $55.51M | 4.6% | N/A | 0.015% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 27,223 | $23.14M | 0.6% | -5.7% | 0.006% | |
8/16/2024 | Gateway Wealth Partners LLC | 802 | $0.68M | 0.2% | +5.8% | 0.000% | |
8/16/2024 | CMG Global Holdings LLC | 933 | $0.79M | 0.5% | -1.3% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 6,813 | $5.79M | 0.4% | -0.7% | 0.002% | |
8/16/2024 | Invst LLC | 3,581 | $3.03M | 0.3% | +6.5% | 0.001% | |
8/16/2024 | Covington Investment Advisors Inc. | 8,694 | $7.39M | 1.2% | -9.0% | 0.002% | |
8/16/2024 | Sunbelt Securities Inc. | 6,172 | $5.25M | 0.5% | +3.1% | 0.001% | |
8/16/2024 | Front Row Advisors LLC | 6,283 | $5.34M | 1.9% | -9.1% | 0.001% | |
8/16/2024 | Coastal Bridge Advisors LLC | 1,300 | $1.11M | 0.3% | +3.3% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 171,844 | $146.07M | 0.1% | +0.1% | 0.039% | |
8/16/2024 | NewEdge Advisors LLC | 79,146 | $67.27M | 0.5% | +11.6% | 0.018% | |
8/16/2024 | Ascension Asset Management LLC | 3,700 | $3.15M | 1.6% | -3.3% | 0.001% | |
8/16/2024 | Magnolia Capital Advisors LLC | 55,502 | $47.18M | 1.6% | +5,092.0% | 0.013% | |
8/16/2024 | Copperwynd Financial LLC | 1,621 | $1.33M | 0.4% | +3.5% | 0.000% | |
8/16/2024 | Doheny Asset Management CA | 4,221 | $3.59M | 2.0% | +4.5% | 0.001% | |
8/16/2024 | Buck Wealth Strategies LLC | 352 | $0.30M | 0.1% | N/A | 0.000% | |
8/16/2024 | Algert Global LLC | 401 | $0.34M | 0.0% | -4.5% | 0.000% | |