10/8/2024 | Peddock Capital Advisors LLC | 1,762 | $1.56M | 0.4% | -1.3% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 3,574 | $3.17M | 0.7% | +10.3% | 0.001% | |
10/8/2024 | Barlow Wealth Partners Inc. | 32,116 | $28.06M | 3.7% | +1.3% | 0.007% | |
10/8/2024 | Perkins Coie Trust Co | 4,675 | $4.14M | 0.9% | +0.3% | 0.001% | |
10/8/2024 | First PREMIER Bank | 539 | $0.48M | 0.1% | +61.9% | 0.000% | |
10/8/2024 | True North Advisors LLC | 6,231 | $5.52M | 1.4% | +0.4% | 0.001% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,417 | $2.14M | 0.2% | +62.8% | 0.001% | |
10/8/2024 | Gill Capital Partners LLC | 1,259 | $1.12M | 0.4% | +2.1% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 1,703 | $1.51M | 0.4% | -4.4% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 4,130 | $3.66M | 0.4% | +9.8% | 0.001% | |
10/8/2024 | Helen Stephens Group LLC | 1,332 | $1.18M | 0.4% | +1.3% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 3,414 | $3.03M | 1.5% | +2.7% | 0.001% | |
10/8/2024 | Hoxton Planning & Management LLC | 1,581 | $1.40M | 0.5% | +3.7% | 0.000% | |
10/8/2024 | Sage Capital Advisors llc | 9,678 | $8.58M | 2.2% | +12.1% | 0.002% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,433 | $1.25M | 0.2% | +8.9% | 0.000% | |
10/8/2024 | Northwest Capital Management Inc | 1,261 | $1.12M | 0.4% | -1.0% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 19,306 | $17.12M | 2.1% | +1.1% | 0.004% | |
10/8/2024 | Brookstone Capital Management | 16,915 | $15M | 0.2% | +2.3% | 0.004% | |
10/8/2024 | Olistico Wealth LLC | 1,722 | $1.53M | 0.9% | -8.6% | 0.000% | |
10/8/2024 | Trust Co of Kansas | 7,817 | $6.93M | 3.4% | -0.9% | 0.002% | |
10/8/2024 | Reliant Investment Management LLC | 418 | $0.37M | 0.2% | +6.9% | 0.000% | |
10/8/2024 | City Holding Co. | 8,159 | $7.23M | 1.0% | +7.7% | 0.002% | |
10/8/2024 | Mattson Financial Services LLC | 2,631 | $2.24M | 0.8% | -0.6% | 0.001% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 1,219 | $1.08M | 0.2% | +2.5% | 0.000% | |
10/8/2024 | Park Place Capital Corp | 938 | $0.83M | 0.2% | +86.5% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 9,433 | $8.36M | 0.5% | -9.3% | 0.002% | |
10/8/2024 | Legacy Private Trust Co. | 8,630 | $7.65M | 0.5% | -3.6% | 0.002% | |
10/8/2024 | Bridge Creek Capital Management LLC | 2,956 | $2.62M | 0.8% | -2.0% | 0.001% | |
10/8/2024 | Marion Wealth Management | 2,549 | $2.26M | 0.6% | +3.1% | 0.001% | |
10/8/2024 | Advance Capital Management Inc. | 252 | $0.22M | 0.0% | -4.5% | 0.000% | |
10/8/2024 | MBM Wealth Consultants LLC | 1,696 | $1.50M | 0.5% | +6.2% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 25,546 | $22.65M | 0.7% | +1.3% | 0.006% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 320 | $0.28M | 0.1% | +31.1% | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 960 | $0.85M | 0.0% | +14.7% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 29,376 | $26.04M | 1.2% | -13.3% | 0.007% | |
10/8/2024 | Chesley Taft & Associates LLC | 70,791 | $62.76M | 3.0% | -2.9% | 0.016% | |
10/8/2024 | Cardinal Point Capital Management ULC | 265 | $0.24M | 0.0% | N/A | 0.000% | |
10/8/2024 | Eastover Investment Advisors LLC | 2,628 | $2.33M | 1.1% | -9.8% | 0.001% | |
10/8/2024 | Callan Family Office LLC | 3,698 | $3.28M | 0.6% | +609.8% | 0.001% | |
10/8/2024 | Kesler Norman & Wride LLC | 12,061 | $10.69M | 2.1% | -5.9% | 0.003% | |
10/8/2024 | Exeter Financial LLC | 719 | $0.64M | 0.3% | +3.6% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 1,525 | $1.35M | 0.2% | -1.0% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 797 | $0.71M | 0.2% | +3.9% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 1,071 | $0.95M | 0.1% | -1.7% | 0.000% | |
10/8/2024 | Affinity Capital Advisors LLC | 598 | $0.53M | 0.1% | -4.3% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 4,044 | $3.59M | 0.8% | -0.6% | 0.001% | |
10/8/2024 | Versant Capital Management Inc | 473 | $0.42M | 0.1% | +3.1% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 21,821 | $19.35M | 1.9% | +0.4% | 0.005% | |
10/8/2024 | Greenfield Savings Bank | 5,342 | $4.74M | 2.2% | -0.5% | 0.001% | |
10/8/2024 | Mather Group LLC. | 7,687 | $6.82M | 0.1% | -42.7% | 0.002% | |
10/8/2024 | Security National Bank | 824 | $0.73M | 0.1% | +4.4% | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 575 | $0.51M | 0.2% | N/A | 0.000% | |
10/7/2024 | Bank of New Hampshire | 6,324 | $5.61M | 1.4% | -2.5% | 0.001% | |
10/7/2024 | Stokes Capital Advisors LLC | 12,801 | $11.35M | 2.9% | -2.4% | 0.003% | |
10/7/2024 | Foster Group Inc. | 828 | $0.73M | 0.0% | -20.2% | 0.000% | |
10/7/2024 | Oak Asset Management LLC | 4,088 | $3.62M | 1.3% | -7.0% | 0.001% | |
10/7/2024 | Hoffman Alan N Investment Management | 11,789 | $10.45M | 5.0% | +0.5% | 0.003% | |
10/7/2024 | Fulton Bank N.A. | 7,983 | $7.08M | 0.3% | -0.7% | 0.002% | |
10/7/2024 | Prentice Wealth Management LLC | 1,695 | $1.50M | 0.4% | -4.1% | 0.000% | |
10/7/2024 | Sandbox Financial Partners LLC | 1,852 | $1.64M | 0.6% | +47.9% | 0.000% | |
10/7/2024 | Parisi Gray Wealth Management | 5,900 | $5.23M | 1.7% | +0.8% | 0.001% | |
10/7/2024 | Miracle Mile Advisors LLC | 6,449 | $5.72M | 0.1% | +22.0% | 0.001% | |
10/7/2024 | Consilio Wealth Advisors LLC | 595 | $0.53M | 0.2% | +16.9% | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 2,967 | $2.63M | 0.6% | -0.8% | 0.001% | |
10/7/2024 | Lakeridge Wealth Management LLC | 700 | $0.62M | 0.3% | -2.4% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 539 | $0.48M | 0.2% | +3.3% | 0.000% | |
10/7/2024 | Diversified Trust Co | 7,631 | $6.77M | 0.2% | +5.6% | 0.002% | |
10/7/2024 | WealthBridge Capital Management LLC | 744 | $0.66M | 0.2% | -7.5% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 6,661 | $5.91M | 0.6% | +24.2% | 0.002% | |
10/5/2024 | Grandview Asset Management LLC | 2,733 | $2.42M | 1.4% | +2.3% | 0.001% | |
10/5/2024 | First International Bank & Trust | 835 | $0.74M | 0.2% | +30.9% | 0.000% | |
10/5/2024 | waypoint wealth counsel | 1,341 | $1.19M | 0.8% | +4.0% | 0.000% | |
10/5/2024 | Waycross Investment Management Co | 558 | $0.50M | 0.5% | +3.1% | 0.000% | |
10/5/2024 | Wright Investors Service Inc. | 3,436 | $3.05M | 0.8% | -24.3% | 0.001% | |
10/5/2024 | Bard Financial Services Inc. | 5,760 | $5.11M | 1.1% | -25.5% | 0.001% | |
10/5/2024 | Burns J W & Co. Inc. NY | 14,229 | $12.61M | 1.6% | -1.8% | 0.003% | |
10/5/2024 | Quent Capital LLC | 2,427 | $2.15M | 0.2% | +1.5% | 0.001% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 5,404 | $4.79M | 2.8% | +0.4% | 0.001% | |
10/5/2024 | Inspirion Wealth Advisors LLC | 847 | $0.75M | 0.1% | +17.3% | 0.000% | |
10/5/2024 | Harbor Investment Advisory LLC | 5,693 | $5.05M | 0.5% | -1.4% | 0.001% | |
10/5/2024 | Mirador Capital Partners LP | 4,627 | $4.10M | 0.7% | +3.7% | 0.001% | |
10/5/2024 | Central Valley Advisors LLC | 3,650 | $3.24M | 1.8% | -3.5% | 0.001% | |
10/5/2024 | Great Waters Wealth Management | 1,775 | $1.57M | 0.2% | +1.7% | 0.000% | |
10/5/2024 | Eclectic Associates Inc. ADV | 1,100 | $0.98M | 0.4% | -7.7% | 0.000% | |
10/5/2024 | Goelzer Investment Management Inc. | 9,823 | $8.71M | 0.5% | -9.7% | 0.002% | |
10/5/2024 | Allied Investment Advisors LLC | 1,189 | $1.05M | 0.2% | +4.4% | 0.000% | |
10/5/2024 | Biltmore Wealth Management LLC | 1,122 | $1M | 0.4% | -21.8% | 0.000% | |
10/5/2024 | Triton Wealth Management PLLC | 3,492 | $3.06M | 1.7% | +1.3% | 0.001% | |
10/5/2024 | Northwest Quadrant Wealth Management LLC | 2,707 | $2.40M | 0.6% | +2.7% | 0.001% | |
10/4/2024 | Thrive Wealth Management LLC | 772 | $0.69M | 0.1% | +48.7% | 0.000% | |
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% | |