10/21/2024 | Ledyard National Bank | 6,339 | $1.76M | 0.2% | +5.6% | 0.001% | |
10/21/2024 | Townsend Asset Management Corp NC ADV | 20,804 | $5.78M | 2.1% | -1.1% | 0.003% | |
10/21/2024 | Raleigh Capital Management Inc. | 1,438 | $0.40M | 0.2% | -2.9% | 0.000% | |
10/21/2024 | Evernest Financial Advisors LLC | 4,853 | $1.35M | 0.4% | +1.2% | 0.001% | |
10/21/2024 | Community Financial Services Group LLC | 16,820 | $4.68M | 1.0% | +3.5% | 0.002% | |
10/21/2024 | Plimoth Trust Co. LLC | 1,978 | $0.55M | 0.1% | +16.5% | 0.000% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 59,884 | $16.65M | 0.4% | +1.8% | 0.008% | |
10/21/2024 | Whittier Trust Co. | 127,040 | $35.32M | 0.5% | +3.4% | 0.017% | |
10/21/2024 | Border to Coast Pensions Partnership Ltd | 176,027 | $48.80M | 1.0% | +4.5% | 0.024% | |
10/21/2024 | Little House Capital LLC | 11,708 | $3.26M | 0.9% | -15.0% | 0.002% | |
10/21/2024 | James Hambro & Partners LLP | 281,897 | $78.34M | 3.3% | +6.3% | 0.038% | |
10/21/2024 | Wealth Effects LLC | 1,403 | $0.39M | 0.1% | -2.8% | 0.000% | |
10/21/2024 | Arlington Partners LLC | 14,351 | $3.99M | 1.6% | +16.0% | 0.002% | |
10/21/2024 | Benin Management CORP | 1,430 | $0.40M | 0.1% | +7.0% | 0.000% | |
10/21/2024 | Prio Wealth Limited Partnership | 49,849 | $13.86M | 0.4% | +0.6% | 0.007% | |
10/21/2024 | Sterling Investment Management LLC | 4,485 | $1.25M | 0.9% | -0.9% | 0.001% | |
10/19/2024 | Violich Capital Management Inc. | 45,499 | $12.65M | 1.6% | +1.3% | 0.006% | |
10/19/2024 | Brown Lisle Cummings Inc. | 2,801 | $0.78M | 0.2% | +21.5% | 0.000% | |
10/19/2024 | Godsey & Gibb Inc. | 1,492 | $0.42M | 0.0% | +3.5% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 431,005 | $119.83M | 0.2% | +45.8% | 0.058% | |
10/19/2024 | Vest Financial LLC | 2,752 | $0.77M | 0.0% | +207.1% | 0.000% | |
10/19/2024 | Stegent Equity Advisors Inc. | 1,025 | $0.29M | 0.3% | -11.3% | 0.000% | |
10/19/2024 | West Branch Capital LLC | 1,133 | $0.32M | 0.1% | +106.8% | 0.000% | |
10/19/2024 | OLD National Bancorp IN | 71,474 | $19.87M | 0.5% | -0.3% | 0.010% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 8,425 | $2.34M | 0.2% | +9.7% | 0.001% | |
10/19/2024 | CNB Bank | 3,647 | $1.01M | 0.5% | +3.8% | 0.000% | |
10/18/2024 | Resonant Capital Advisors LLC | 13,577 | $3.78M | 0.3% | -1.0% | 0.002% | |
10/18/2024 | Revolve Wealth Partners LLC | 1,946 | $0.54M | 0.1% | N/A | 0.000% | |
10/18/2024 | Waypoint Capital Advisors LLC | 4,520 | $1.26M | 0.3% | +0.9% | 0.001% | |
10/18/2024 | WestHill Financial Advisors Inc. | 1,753 | $0.49M | 0.1% | -7.2% | 0.000% | |
10/18/2024 | AA Financial Advisors LLC | 2,419 | $0.67M | 0.2% | +7.3% | 0.000% | |
10/18/2024 | Alta Wealth Advisors LLC | 2,222 | $0.62M | 0.3% | +24.1% | 0.000% | |
10/18/2024 | Chicago Capital LLC | 5,887 | $1.64M | 0.0% | +16.5% | 0.001% | |
10/18/2024 | Everett Harris & Co. CA | 10,921 | $3.04M | 0.0% | -1.1% | 0.001% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 1,293 | $0.36M | 0.0% | -27.6% | 0.000% | |
10/18/2024 | TriaGen Wealth Management LLC | 13,036 | $3.62M | 1.2% | N/A | 0.002% | |
10/18/2024 | Commonwealth Equity Services LLC | 145,646 | $40.49M | 0.1% | -2.3% | 0.020% | |
10/18/2024 | Alecta Tjanstepension Omsesidigt | 1,208,800 | $335.91M | 1.8% | +12.3% | 0.163% | |
10/18/2024 | ST Germain D J Co. Inc. | 3,125 | $0.87M | 0.0% | +1.6% | 0.000% | |
10/18/2024 | Raymond James & Associates | 1,309,378 | $364.03M | 0.2% | -2.3% | 0.177% | |
10/18/2024 | Schubert & Co | 2,421 | $0.67M | 0.5% | N/A | 0.000% | |
10/18/2024 | Slow Capital Inc. | 14,551 | $4.05M | 0.6% | N/A | 0.002% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 75,582 | $21.03M | 0.3% | -0.4% | 0.010% | |
10/18/2024 | First Citizens Bank & Trust Co. | 39,861 | $11.08M | 0.2% | +0.5% | 0.005% | |
10/18/2024 | Blue Trust Inc. | 9,458 | $2.63M | 0.0% | +9.1% | 0.001% | |
10/18/2024 | Dixon Mitchell Investment Counsel Inc. | 131,440 | $36.58M | 1.7% | +5.4% | 0.018% | |
10/18/2024 | Meridian Financial Partners LLC | 957 | $0.27M | 0.1% | +4.4% | 0.000% | |
10/18/2024 | West Oak Capital LLC | 10,461 | $2.91M | 0.5% | +1.6% | 0.001% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 4,049 | $1.13M | 0.1% | +4.7% | 0.001% | |
10/18/2024 | Net Worth Advisory Group | 2,608 | $0.73M | 0.2% | N/A | 0.000% | |
10/18/2024 | Stratos Investment Management LLC | 1,352 | $0.38M | 0.0% | +5.5% | 0.000% | |
10/17/2024 | Richard W. Paul & Associates LLC | 3,687 | $1.03M | 0.4% | -1.8% | 0.000% | |
10/17/2024 | Aspiriant LLC | 5,514 | $1.53M | 0.1% | -1.0% | 0.001% | |
10/17/2024 | Trust Point Inc. | 2,826 | $0.79M | 0.1% | +2.2% | 0.000% | |
10/17/2024 | Aaron Wealth Advisors LLC | 12,908 | $3.59M | 0.4% | +0.4% | 0.002% | |
10/17/2024 | Stonegate Investment Group LLC | 220,369 | $61.27M | 1.6% | +4.9% | 0.030% | |
10/17/2024 | Claro Advisors LLC | 952 | $0.27M | 0.0% | -21.9% | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 15,553 | $4.32M | 0.6% | +2.3% | 0.002% | |
10/17/2024 | Well Done LLC | 3,551 | $0.99M | 0.2% | +1.2% | 0.000% | |
10/17/2024 | Howard Capital Management Group LLC | 1,229 | $0.34M | 0.0% | +4.1% | 0.000% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 743 | $0.21M | 0.0% | N/A | 0.000% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 78,290 | $21.77M | 0.2% | +1.0% | 0.011% | |
10/17/2024 | Bar Harbor Wealth Management | 29,979 | $8.34M | 0.5% | -2.1% | 0.004% | |
10/17/2024 | Ellsworth Advisors LLC | 801 | $0.22M | 0.1% | N/A | 0.000% | |
10/16/2024 | Trust Co. of Vermont | 21,140 | $5.88M | 0.3% | -0.3% | 0.003% | |
10/16/2024 | Teamwork Financial Advisors LLC | 2,704 | $0.75M | 0.1% | -9.6% | 0.000% | |
10/16/2024 | Bleakley Financial Group LLC | 19,985 | $5.56M | 0.2% | -43.6% | 0.003% | |
10/16/2024 | Buffington Mohr McNeal | 62,785 | $17.46M | 2.9% | -1.2% | 0.008% | |
10/16/2024 | Compass Wealth Management LLC | 25,973 | $7.22M | 1.7% | +6.5% | 0.004% | |
10/16/2024 | Good Life Advisors LLC | 779 | $0.22M | 0.0% | N/A | 0.000% | |
10/16/2024 | Naviter Wealth LLC | 8,535 | $2.38M | 0.3% | +3.2% | 0.001% | |
10/16/2024 | Hengehold Capital Management LLC | 1,796 | $0.50M | 0.0% | +11.1% | 0.000% | |
10/16/2024 | Probity Advisors Inc. | 796 | $0.22M | 0.0% | N/A | 0.000% | |
10/16/2024 | McCollum Christoferson Group LLC | 40,874 | $11.36M | 3.3% | -0.3% | 0.006% | |
10/16/2024 | Twelve Points Wealth Management LLC | 2,662 | $0.74M | 0.2% | +2.0% | 0.000% | |
10/16/2024 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,807 | $2.73M | 1.0% | -12.5% | 0.001% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 99,670 | $27.71M | 1.9% | -1.7% | 0.013% | |
10/16/2024 | Carderock Capital Management Inc. | 21,278 | $5.92M | 1.4% | +0.7% | 0.003% | |
10/16/2024 | Indiana Trust & Investment Management Co | 982 | $0.27M | 0.1% | +29.2% | 0.000% | |
10/16/2024 | LaFleur & Godfrey LLC | 29,415 | $8.18M | 1.1% | -4.5% | 0.004% | |
10/16/2024 | Vontobel Holding Ltd. | 170,137 | $47.30M | 0.2% | -0.5% | 0.023% | |
10/16/2024 | Hummer Financial Advisory Services Inc | 1,635 | $0.46M | 0.4% | +3.8% | 0.000% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 2,948 | $0.82M | 0.0% | -2.8% | 0.000% | |
10/16/2024 | Sumitomo Life Insurance Co. | 7,659 | $2.13M | 0.0% | +2.4% | 0.001% | |
10/16/2024 | Stage Harbor Financial LLC | 784 | $0.21M | 0.2% | N/A | 0.000% | |
10/16/2024 | Nexus Investment Management ULC | 8,655 | $2.41M | 0.2% | -0.6% | 0.001% | |
10/16/2024 | Roberts Wealth Advisors LLC | 800 | $0.22M | 0.1% | N/A | 0.000% | |
10/16/2024 | Piscataqua Savings Bank | 4,396 | $1.22M | 1.0% | -6.6% | 0.001% | |
10/16/2024 | Griffin Asset Management Inc. | 50,677 | $14.09M | 1.6% | -0.5% | 0.007% | |
10/16/2024 | Asset Dedication LLC | 5,099 | $1.42M | 0.1% | +2.5% | 0.001% | |
10/16/2024 | Acorn Creek Capital LLC | 2,041 | $0.57M | 0.3% | -22.6% | 0.000% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 36,474 | $9.82M | 0.7% | +50.1% | 0.005% | |
10/15/2024 | First United Bank & Trust | 12,560 | $3.49M | 1.3% | -6.4% | 0.002% | |
10/15/2024 | PFG Advisors | 21,321 | $5.93M | 0.4% | -9.2% | 0.003% | |
10/15/2024 | Magnus Financial Group LLC | 837 | $0.23M | 0.0% | N/A | 0.000% | |
10/15/2024 | HTLF Bank | 2,323 | $0.65M | 0.1% | -8.6% | 0.000% | |
10/15/2024 | First Pacific Financial | 3,877 | $1.08M | 0.3% | +3.7% | 0.001% | |
10/15/2024 | Cabot Wealth Management Inc. | 27,104 | $7.54M | 0.9% | +2.4% | 0.004% | |
10/15/2024 | Trust Co. of Oklahoma | 25,512 | $7.09M | 2.3% | +4.1% | 0.003% | |
10/15/2024 | Members Trust Co | 6,662 | $1.85M | 0.0% | -0.6% | 0.001% | |