10/8/2024 | Tilia Fiduciary Partners Inc. | 1,052 | $0.93M | 0.6% | +1.4% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 4,350 | $3.85M | 0.9% | -28.2% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 4,079 | $3.61M | 2.6% | +1.0% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 5,914 | $5.24M | 1.2% | +2.7% | 0.001% | |
10/8/2024 | Royal Fund Management LLC | 7,056 | $6.25M | 0.4% | +118.4% | 0.001% | |
10/8/2024 | First PREMIER Bank | 533 | $0.47M | 0.1% | -5.0% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 430 | $0.38M | 0.1% | -2.7% | 0.000% | |
10/8/2024 | True North Advisors LLC | 3,225 | $2.86M | 0.7% | -1.3% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 21,774 | $19.29M | 13.6% | -5.9% | 0.002% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,393 | $1.23M | 0.1% | +14.4% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 683 | $0.61M | 0.1% | +3.8% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 11,942 | $10.58M | 1.0% | +4.0% | 0.001% | |
10/8/2024 | Rockingstone Advisors LLC | 305 | $0.27M | 0.1% | +24.5% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 1,358 | $1.20M | 0.5% | +17.0% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,721 | $1.55M | 0.3% | +33.7% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 17,077 | $15.13M | 1.8% | +4.8% | 0.002% | |
10/8/2024 | Brookstone Capital Management | 33,029 | $29.26M | 0.4% | +6.8% | 0.003% | |
10/8/2024 | Olistico Wealth LLC | 3,657 | $3.24M | 2.0% | -5.9% | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 1,387 | $1.23M | 0.6% | +4.4% | 0.000% | |
10/8/2024 | Artemis Investment Management LLP | 55,474 | $49.15M | 0.7% | +29.9% | 0.006% | |
10/8/2024 | Country Trust Bank | 95,627 | $84.72M | 2.1% | +1.6% | 0.010% | |
10/8/2024 | Park Place Capital Corp | 1,882 | $1.67M | 0.5% | -19.8% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 5,394 | $4.78M | 0.3% | +2.1% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 2,702 | $2.39M | 1.2% | -14.2% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 8,712 | $7.72M | 0.5% | +5.7% | 0.001% | |
10/8/2024 | Bridge Creek Capital Management LLC | 2,029 | $1.80M | 0.5% | -6.3% | 0.000% | |
10/8/2024 | Clean Yield Group | 3,619 | $3.21M | 1.0% | -0.5% | 0.000% | |
10/8/2024 | Marion Wealth Management | 580 | $0.51M | 0.1% | -43.4% | 0.000% | |
10/8/2024 | Anderson Hoagland & Co. | 22,779 | $20.21M | 2.1% | -0.1% | 0.002% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 17,049 | $15.11M | 0.5% | +4.9% | 0.002% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 274 | $0.24M | 0.1% | N/A | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 384 | $0.35M | 0.0% | N/A | 0.000% | |
10/8/2024 | Evanson Asset Management LLC | 1,505 | $1.33M | 0.1% | +6.6% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 14,962 | $13.26M | 0.6% | +6.1% | 0.002% | |
10/8/2024 | Chesley Taft & Associates LLC | 22,383 | $19.83M | 0.9% | -0.8% | 0.002% | |
10/8/2024 | Callan Family Office LLC | 763 | $0.68M | 0.1% | +30.4% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 4,014 | $3.56M | 0.7% | +10.2% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 2,370 | $2.10M | 0.3% | +52.2% | 0.000% | |
10/8/2024 | Affinity Capital Advisors LLC | 5,490 | $4.86M | 0.9% | -5.4% | 0.001% | |
10/8/2024 | Ignite Planners LLC | 1,948 | $1.73M | 0.4% | -1.0% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 979 | $0.87M | 0.2% | +9.4% | 0.000% | |
10/8/2024 | Pacifica Partners Inc. | 410 | $0.36M | 0.1% | -11.8% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 21,611 | $19.15M | 1.9% | -0.6% | 0.002% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 244 | $0.22M | 0.0% | -15.0% | 0.000% | |
10/8/2024 | Mather Group LLC. | 6,987 | $6.19M | 0.1% | -3.7% | 0.001% | |
10/8/2024 | Threadgill Financial LLC | 400 | $0.35M | 0.2% | -63.6% | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 2,606 | $2.31M | 1.1% | +33.2% | 0.000% | |
10/7/2024 | Hurlow Wealth Management Group Inc. | 6,242 | $5.53M | 1.7% | +1.7% | 0.001% | |
10/7/2024 | Cohen Investment Advisors LLC | 9,756 | $8.64M | 5.3% | -17.5% | 0.001% | |
10/7/2024 | Foster Group Inc. | 1,556 | $1.38M | 0.1% | -33.9% | 0.000% | |
10/7/2024 | Salvus Wealth Management LLC | 1,389 | $1.23M | 0.8% | +3.3% | 0.000% | |
10/7/2024 | Fulton Bank N.A. | 13,476 | $11.94M | 0.5% | +0.7% | 0.001% | |
10/7/2024 | SMI Advisory Services LLC | 1,027 | $0.91M | 0.2% | +1.5% | 0.000% | |
10/7/2024 | McLean Asset Management Corp | 1,746 | $1.55M | 0.5% | +18.3% | 0.000% | |
10/7/2024 | Prentice Wealth Management LLC | 1,162 | $1.03M | 0.3% | -15.1% | 0.000% | |
10/7/2024 | Sandbox Financial Partners LLC | 4,826 | $4.28M | 1.5% | +3.6% | 0.001% | |
10/7/2024 | Parisi Gray Wealth Management | 5,606 | $4.97M | 1.6% | +0.7% | 0.001% | |
10/7/2024 | Miracle Mile Advisors LLC | 7,019 | $6.22M | 0.1% | +9.5% | 0.001% | |
10/7/2024 | IAM Advisory LLC | 5,490 | $4.86M | 1.2% | -9.9% | 0.001% | |
10/7/2024 | Consilio Wealth Advisors LLC | 836 | $0.74M | 0.3% | +12.4% | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 821 | $0.73M | 0.2% | +18.8% | 0.000% | |
10/7/2024 | Smith Anglin Financial LLC | 499 | $0.44M | 0.0% | +9.2% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 2,663 | $2.36M | 1.2% | -2.7% | 0.000% | |
10/7/2024 | Diversified Trust Co | 13,671 | $12.11M | 0.3% | -3.7% | 0.001% | |
10/7/2024 | Davis Investment Partners LLC | 857 | $0.76M | 0.3% | -5.2% | 0.000% | |
10/7/2024 | Cora Capital Advisors LLC | 977 | $0.87M | 0.4% | +3.8% | 0.000% | |
10/7/2024 | Azzad Asset Management Inc. ADV | 1,931 | $1.71M | 0.2% | +11.3% | 0.000% | |
10/7/2024 | WealthBridge Capital Management LLC | 5,249 | $4.65M | 1.3% | +55.6% | 0.001% | |
10/7/2024 | Herbst Group LLC | 7,614 | $6.75M | 4.2% | -9.5% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 14,491 | $12.84M | 1.3% | +24.3% | 0.002% | |
10/5/2024 | Red Spruce Capital LLC | 2,287 | $2.03M | 0.9% | -3.3% | 0.000% | |
10/5/2024 | Handelsbanken Fonder AB | 767,025 | $679.54M | 2.7% | +1.2% | 0.081% | |
10/5/2024 | waypoint wealth counsel | 648 | $0.57M | 0.4% | +19.8% | 0.000% | |
10/5/2024 | Cullen Investment Group LTD. | 12,762 | $11.31M | 1.7% | -1.0% | 0.001% | |
10/5/2024 | Bard Financial Services Inc. | 1,870 | $1.66M | 0.3% | -66.7% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 3,475 | $3.08M | 0.4% | -6.1% | 0.000% | |
10/5/2024 | Quent Capital LLC | 5,151 | $4.56M | 0.5% | +0.5% | 0.001% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 1,242 | $1.10M | 0.6% | +19.1% | 0.000% | |
10/5/2024 | Collective Family Office LLC | 1,692 | $1.50M | 0.4% | -7.8% | 0.000% | |
10/5/2024 | Inspirion Wealth Advisors LLC | 599 | $0.53M | 0.1% | +13.4% | 0.000% | |
10/5/2024 | Harbor Investment Advisory LLC | 10,150 | $8.99M | 0.8% | -2.4% | 0.001% | |
10/5/2024 | Lwmg LLC | 1,063 | $0.94M | 0.2% | +1.4% | 0.000% | |
10/5/2024 | Goelzer Investment Management Inc. | 546,870 | $484.49M | 26.5% | -3.8% | 0.058% | |
10/5/2024 | Allied Investment Advisors LLC | 252 | $0.22M | 0.0% | -6.3% | 0.000% | |
10/4/2024 | Thrive Wealth Management LLC | 1,506 | $1.33M | 0.2% | -1.4% | 0.000% | |
10/4/2024 | jvl associates llc | 543 | $0.48M | 0.2% | -7.0% | 0.000% | |
10/4/2024 | HBW Advisory Services LLC | 1,583 | $1.40M | 0.2% | +72.6% | 0.000% | |
10/4/2024 | MRA Advisory Group | 1,179 | $1.05M | 0.6% | -10.4% | 0.000% | |
10/4/2024 | Franchise Capital Ltd | 4,585 | $4.06M | 1.5% | N/A | 0.000% | |
10/3/2024 | Rockland Trust Co. | 11,418 | $10.12M | 0.5% | -1.5% | 0.001% | |
10/3/2024 | First Citizens Financial Corp | 3,608 | $3.20M | 1.7% | -1.6% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 247 | $0.22M | 0.1% | N/A | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 615 | $0.55M | 0.1% | +11.8% | 0.000% | |
10/3/2024 | Private Client Services LLC | 1,076 | $0.95M | 0.5% | +9.7% | 0.000% | |
10/3/2024 | Monterey Private Wealth Inc. | 1,170 | $1.04M | 0.4% | -5.1% | 0.000% | |
10/3/2024 | CJM Wealth Advisers Ltd. | 732 | $0.65M | 0.2% | N/A | 0.000% | |
10/3/2024 | Apella Capital LLC | 1,604 | $1.43M | 0.1% | +1.0% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 16,893 | $14.97M | 0.2% | -9.2% | 0.002% | |
10/3/2024 | Wiser Wealth Management Inc | 563 | $0.50M | 0.1% | N/A | 0.000% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 1,851 | $1.64M | 0.3% | -7.7% | 0.000% | |