10/9/2024 | Sendero Wealth Management LLC | 19,657 | $8.20M | 1.3% | +10.9% | 0.007% | |
10/9/2024 | Quotient Wealth Partners LLC | 892 | $0.37M | 0.0% | +3.5% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 3,979 | $1.66M | 0.6% | +1.3% | 0.001% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 57,647 | $24.06M | 2.6% | +1.4% | 0.021% | |
10/9/2024 | UMB Bank n.a. | 19,598 | $8.18M | 0.1% | -8.1% | 0.007% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 5,691 | $2.38M | 0.1% | -35.3% | 0.002% | |
10/9/2024 | Wedmont Private Capital | 2,573 | $1.05M | 0.1% | +3.1% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 758 | $0.32M | 0.0% | -32.8% | 0.000% | |
10/8/2024 | CWM LLC | 21,942 | $9.16M | 0.0% | -4.9% | 0.008% | |
10/8/2024 | Daymark Wealth Partners LLC | 7,140 | $2.98M | 0.1% | +1.0% | 0.003% | |
10/8/2024 | Saxon Interests Inc. | 1,126 | $0.47M | 0.2% | -11.8% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 630 | $0.26M | 0.1% | -24.9% | 0.000% | |
10/8/2024 | Royal Fund Management LLC | 6,454 | $2.69M | 0.2% | +99.8% | 0.002% | |
10/8/2024 | First PREMIER Bank | 340 | $0.14M | 0.0% | +240.0% | 0.000% | |
10/8/2024 | Parkside Advisors LLC | 1,111 | $0.47M | 0.1% | -2.3% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 1,062 | $0.44M | 0.1% | -6.7% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 2,276 | $0.95M | 0.1% | +4.1% | 0.001% | |
10/8/2024 | Gratus Wealth Advisors LLC | 819 | $0.33M | 0.1% | N/A | 0.000% | |
10/8/2024 | Cape ANN Savings Bank | 2,644 | $1.10M | 0.6% | +7.0% | 0.001% | |
10/8/2024 | Brookstone Capital Management | 4,968 | $2.07M | 0.0% | -2.6% | 0.002% | |
10/8/2024 | Leibman Financial Services Inc. | 13,397 | $5.59M | 4.0% | -0.2% | 0.005% | |
10/8/2024 | City Holding Co. | 20,065 | $8.37M | 1.2% | -3.2% | 0.007% | |
10/8/2024 | Atomi Financial Group Inc. | 1,697 | $0.71M | 0.0% | +25.9% | 0.001% | |
10/8/2024 | Marion Wealth Management | 3,611 | $1.51M | 0.4% | +6.3% | 0.001% | |
10/8/2024 | Anderson Hoagland & Co. | 607 | $0.25M | 0.0% | -95.0% | 0.000% | |
10/8/2024 | Advance Capital Management Inc. | 521 | $0.22M | 0.0% | N/A | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 11,738 | $4.90M | 0.1% | -4.1% | 0.004% | |
10/8/2024 | Evanson Asset Management LLC | 593 | $0.25M | 0.0% | N/A | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 2,154 | $0.90M | 0.0% | -5.9% | 0.001% | |
10/8/2024 | Aprio Wealth Management LLC | 727 | $0.30M | 0.0% | -6.7% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 1,828 | $0.76M | 0.2% | +5.2% | 0.001% | |
10/8/2024 | Ignite Planners LLC | 490 | $0.20M | 0.0% | N/A | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 813 | $0.34M | 0.0% | -25.3% | 0.000% | |
10/8/2024 | Mather Group LLC. | 1,257 | $0.53M | 0.0% | -55.0% | 0.000% | |
10/8/2024 | Security National Bank | 6,276 | $2.62M | 0.4% | -44.4% | 0.002% | |
10/7/2024 | Sara Bay Financial | 1,420 | $0.59M | 0.2% | -7.4% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 4,002 | $1.67M | 0.1% | +6.5% | 0.001% | |
10/7/2024 | McLean Asset Management Corp | 491 | $0.20M | 0.1% | N/A | 0.000% | |
10/7/2024 | Value Partners Investments Inc. | 1,174 | $0.49M | 0.0% | +71.4% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 4,112 | $1.72M | 0.0% | +4.2% | 0.001% | |
10/7/2024 | Chemistry Wealth Management LLC | 3,177 | $1.33M | 0.3% | +372.8% | 0.001% | |
10/7/2024 | Diversified Trust Co | 2,054 | $0.86M | 0.0% | -5.1% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 2,290 | $0.96M | 0.1% | +29.0% | 0.001% | |
10/5/2024 | Handelsbanken Fonder AB | 90,871 | $37.92M | 0.1% | +2.2% | 0.033% | |
10/5/2024 | Waycross Investment Management Co | 3,990 | $1.67M | 1.5% | -10.1% | 0.001% | |
10/5/2024 | Cullen Investment Group LTD. | 26,556 | $11.08M | 1.7% | -1.9% | 0.010% | |
10/5/2024 | Burns J W & Co. Inc. NY | 17,136 | $7.15M | 0.9% | -6.7% | 0.006% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 9,928 | $4.14M | 2.4% | +0.3% | 0.004% | |
10/5/2024 | Collective Family Office LLC | 903 | $0.38M | 0.1% | -12.1% | 0.000% | |
10/5/2024 | Harbor Investment Advisory LLC | 1,570 | $0.66M | 0.1% | -13.6% | 0.001% | |
10/5/2024 | Allied Investment Advisors LLC | 26,131 | $10.91M | 2.2% | +1.4% | 0.009% | |
10/4/2024 | Thrive Wealth Management LLC | 728 | $0.30M | 0.1% | +35.6% | 0.000% | |
10/4/2024 | Regency Capital Management Inc. DE | 4,085 | $1.71M | 0.9% | -38.6% | 0.001% | |
10/3/2024 | First Citizens Financial Corp | 1,143 | $0.48M | 0.3% | -2.5% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 1,442 | $0.60M | 0.3% | N/A | 0.001% | |
10/3/2024 | Apella Capital LLC | 2,171 | $0.90M | 0.0% | -1.4% | 0.001% | |
10/3/2024 | Park Avenue Securities LLC | 3,396 | $1.42M | 0.0% | -14.2% | 0.001% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 7,393 | $3.09M | 0.3% | -2.3% | 0.003% | |
10/3/2024 | SG Americas Securities LLC | 8,036 | $3.35M | 0.0% | -62.4% | 0.003% | |
10/3/2024 | Czech National Bank | 52,206 | $21.79M | 0.2% | +5.8% | 0.019% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 7,602 | $3.17M | 0.1% | -8.0% | 0.003% | |
10/2/2024 | Trust Co. of Toledo NA OH | 18,891 | $7.88M | 1.1% | +0.1% | 0.007% | |
10/2/2024 | Weybosset Research & Management LLC | 50,177 | $20.94M | 7.1% | -1.4% | 0.018% | |
10/2/2024 | First Community Trust NA | 13,400 | $5.59M | 4.6% | -1.5% | 0.005% | |
10/2/2024 | Abacus Planning Group Inc. | 2,900 | $1.21M | 0.2% | +2.0% | 0.001% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 4,866 | $2.03M | 1.3% | +4.2% | 0.002% | |
10/1/2024 | Appleton Partners Inc. MA | 938 | $0.39M | 0.0% | -2.7% | 0.000% | |
10/1/2024 | Jacobs & Co. CA | 33,229 | $13.87M | 1.4% | +7.5% | 0.012% | |
10/1/2024 | Park National Corp OH | 97,894 | $40.85M | 1.4% | -4.6% | 0.036% | |
10/1/2024 | First Financial Bank Trust Division | 5,300 | $2.21M | 0.2% | -6.2% | 0.002% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 4,276 | $1.79M | 0.1% | -63.2% | 0.002% | |
9/26/2024 | Alternative Investment Advisors LLC. | 711 | $0.27M | 0.2% | N/A | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 5,995 | $2.11M | 0.9% | +7.0% | 0.002% | |
9/23/2024 | Centaurus Financial Inc. | 1,160 | $0.43M | 0.0% | +2.3% | 0.000% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 207,400 | $77.49M | 0.2% | N/A | 0.075% | |
9/12/2024 | American Trust | 11,764 | $4.40M | 0.4% | -5.3% | 0.004% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 115 | $43K | 0.0% | -29.0% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 93,375 | $34.89M | 1.0% | -9.8% | 0.034% | |
9/9/2024 | Heritage Wealth Management Inc. | 5,482 | $1.97M | 0.7% | N/A | 0.002% | |
9/5/2024 | Sanctuary Advisors LLC | 56,865 | $22.37M | 0.2% | N/A | 0.021% | |
8/30/2024 | Creekside Partners | 1,130 | $0.42M | 0.2% | N/A | 0.000% | |
8/30/2024 | Centennial Bank AR | 104 | $39K | 0.0% | +420.0% | 0.000% | |
8/28/2024 | Birmingham Capital Management Co. Inc. AL | 38,888 | $14.53M | 5.7% | -3.0% | 0.014% | |
8/28/2024 | Sycomore Asset Management | 10,006 | $3.77M | 0.7% | +48.0% | 0.004% | |
8/27/2024 | Clearbridge Investments LLC | 234,952 | $87.79M | 0.1% | +4.9% | 0.085% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 40,897 | $15.28M | 0.1% | -16.4% | 0.015% | |
8/22/2024 | Cetera Investment Advisers | 122,377 | $45.72M | 0.1% | -5.8% | 0.044% | |
8/22/2024 | 3Chopt Investment Partners LLC | 2,333 | $0.88M | 0.3% | N/A | 0.001% | |
8/21/2024 | Advisory Alpha LLC | 12,745 | $4.76M | 0.2% | -0.8% | 0.005% | |
8/21/2024 | Truist Financial Corp | 150,303 | $56.16M | 0.1% | -6.2% | 0.055% | |
8/21/2024 | Regency Capital Management Inc. DE | 6,648 | $2.48M | 1.6% | +8.0% | 0.002% | |
8/19/2024 | Chase Investment Counsel Corp | 2,600 | $0.97M | 0.3% | N/A | 0.001% | |
8/19/2024 | EP Wealth Advisors LLC | 5,069 | $1.89M | 0.0% | +76.1% | 0.002% | |
8/19/2024 | Kimelman & Baird LLC | 273 | $0.10M | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 18,863 | $7.08M | 0.2% | -17.6% | 0.007% | |
8/16/2024 | Regal Investment Advisors LLC | 810 | $0.30M | 0.0% | -6.9% | 0.000% | |
8/16/2024 | William B. Walkup & Associates Inc. | 2,916 | $1.09M | 0.7% | N/A | 0.001% | |
8/16/2024 | Sunbelt Securities Inc. | 655 | $0.25M | 0.0% | -8.3% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 19,150 | $7.16M | 0.1% | +2.6% | 0.007% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 103,462 | $38.66M | 0.0% | -1.7% | 0.038% | |