10/25/2024 | JFS Wealth Advisors LLC | 127,404 | $3.71M | 0.2% | -0.7% | 0.006% | |
10/25/2024 | SteelPeak Wealth LLC | 33,400 | $0.97M | 0.0% | -1.5% | 0.002% | |
10/25/2024 | Pinnacle Associates Ltd. | 132,696 | $3.86M | 0.1% | +14.1% | 0.006% | |
10/25/2024 | Evermay Wealth Management LLC | 24,614 | $0.72M | 0.1% | -4.8% | 0.001% | |
10/25/2024 | Golden State Equity Partners | 36,497 | $1.06M | 0.2% | -2.3% | 0.002% | |
10/25/2024 | Pathway Financial Advisers LLC | 7,756,006 | $225.78M | 2.2% | +2,862.8% | 0.357% | |
10/25/2024 | Mutual Advisors LLC | 186,487 | $5.41M | 0.2% | +1.0% | 0.009% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 202,352 | $5.89M | 0.4% | -0.5% | 0.009% | |
10/25/2024 | Childress Capital Advisors LLC | 190,267 | $5.54M | 1.5% | -0.3% | 0.009% | |
10/25/2024 | Fidelis Capital Partners LLC | 37,374 | $1.08M | 0.1% | +1.6% | 0.002% | |
10/25/2024 | Tyche Wealth Partners LLC | 31,219 | $0.91M | 0.2% | +1.3% | 0.001% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 8,535 | $0.25M | 0.0% | -10.5% | 0.000% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 659,484 | $19.20M | 4.3% | +2.7% | 0.030% | |
10/25/2024 | MONECO Advisors LLC | 120,918 | $3.52M | 0.4% | +0.5% | 0.006% | |
10/25/2024 | Integrated Advisors Network LLC | 30,878 | $0.90M | 0.0% | +55.3% | 0.001% | |
10/25/2024 | Fortitude Family Office LLC | 5,963 | $0.17M | 0.1% | -62.6% | 0.000% | |
10/24/2024 | Hunter Associates Investment Management LLC | 7,806 | $0.23M | 0.0% | N/A | 0.000% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 10,555 | $0.31M | 0.0% | +5.8% | 0.000% | |
10/24/2024 | Inscription Capital LLC | 569,357 | $16.57M | 2.5% | -4.2% | 0.026% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 97,410 | $2.84M | 0.5% | -9.2% | 0.004% | |
10/24/2024 | Insight Folios Inc | 277,867 | $8.09M | 2.9% | +5.2% | 0.013% | |
10/24/2024 | L. Roy Papp & Associates LLP | 44,956 | $1.31M | 0.2% | N/A | 0.002% | |
10/24/2024 | Custom Index Systems LLC | 39,863 | $1.16M | 0.6% | -20.0% | 0.002% | |
10/24/2024 | J.W. Cole Advisors Inc. | 52,513 | $1.53M | 0.1% | -2.5% | 0.002% | |
10/24/2024 | Valley National Advisers Inc. | 30,346 | $0.88M | 0.2% | -6.5% | 0.001% | |
10/24/2024 | Hamlin Capital Management LLC | 4,923,948 | $143.34M | 3.6% | +0.5% | 0.227% | |
10/24/2024 | Modera Wealth Management LLC | 18,508 | $0.54M | 0.0% | +4.5% | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 961,389 | $27.99M | 0.1% | +1.6% | 0.044% | |
10/24/2024 | PFG Investments LLC | 127,503 | $3.71M | 0.2% | +0.5% | 0.006% | |
10/24/2024 | Pathway Financial Advisers LLC | 7,756,006 | $225.78M | 1.5% | +2,862.8% | 0.357% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 475,111 | $13.83M | 0.4% | +1.5% | 0.022% | |
10/23/2024 | Osborne Partners Capital Management LLC | 12,058 | $0.35M | 0.0% | N/A | 0.001% | |
10/23/2024 | Outlook Wealth Advisors LLC | 11,608 | $0.34M | 0.1% | -5.6% | 0.001% | |
10/23/2024 | Allworth Financial LP | 25,966 | $0.76M | 0.0% | +56.3% | 0.001% | |
10/23/2024 | Burford Brothers Inc. | 29,692 | $0.86M | 0.5% | +12.8% | 0.001% | |
10/23/2024 | Bank of Stockton | 7,932 | $0.23M | 0.1% | N/A | 0.000% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 7,201 | $0.21M | 0.1% | -50.0% | 0.000% | |
10/23/2024 | HWG Holdings LP | 17,890 | $0.52M | 0.2% | +128.8% | 0.001% | |
10/23/2024 | Busey Bank | 54,388 | $1.58M | 0.1% | -1.3% | 0.003% | |
10/23/2024 | Tectonic Advisors LLC | 541,213 | $15.76M | 1.0% | +7.3% | 0.025% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 15,635 | $0.46M | 0.3% | +9.5% | 0.001% | |
10/23/2024 | Grimes & Company Inc. | 13,100 | $0.38M | 0.0% | +17.2% | 0.001% | |
10/23/2024 | Fairman Group LLC | 18,571 | $0.54M | 0.5% | +15.0% | 0.001% | |
10/23/2024 | PSI Advisors LLC | 20,632 | $0.60M | 0.2% | -2.1% | 0.001% | |
10/23/2024 | Asset Planning Services Inc. LA ADV | 133,185 | $3.88M | 1.9% | -2.7% | 0.006% | |
10/23/2024 | Grassi Investment Management | 39,200 | $1.14M | 0.1% | -2.5% | 0.002% | |
10/23/2024 | CENTRAL TRUST Co | 28,017 | $0.82M | 0.0% | -6.0% | 0.001% | |
10/22/2024 | International Assets Investment Management LLC | 1,287,318 | $37.47M | 0.0% | +2,854.1% | 0.059% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 1,872,824 | $54.52M | 1.9% | +10.4% | 0.086% | |
10/22/2024 | Plan Group Financial LLC | 31,678 | $0.92M | 0.5% | +12.1% | 0.001% | |
10/22/2024 | Albert D Mason Inc. | 38,886 | $1.13M | 0.7% | +2.6% | 0.002% | |
10/22/2024 | Narwhal Capital Management | 26,200 | $0.76M | 0.1% | -35.5% | 0.001% | |
10/22/2024 | Segment Wealth Management LLC | 237,705 | $6.92M | 0.5% | -2.9% | 0.011% | |
10/22/2024 | Private Advisor Group LLC | 377,263 | $10.98M | 0.1% | +3.8% | 0.017% | |
10/22/2024 | Symphony Financial Ltd. Co. | 6,819 | $0.20M | 0.0% | N/A | 0.000% | |
10/22/2024 | Leo Wealth LLC | 21,079 | $0.61M | 0.1% | -9.3% | 0.001% | |
10/22/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 2,045,599 | $59.55M | 4.4% | +16.4% | 0.094% | |
10/22/2024 | Eastern Bank | 2,150 | $63K | 0.0% | N/A | 0.000% | |
10/22/2024 | Magnolia Capital Management Ltd. | 13,015 | $0.38M | 0.3% | +15.2% | 0.001% | |
10/22/2024 | Sequoia Financial Advisors LLC | 44,690 | $1.30M | 0.0% | +84.6% | 0.002% | |
10/21/2024 | Mattern Wealth Management LLC | 9,325 | $0.27M | 0.1% | +9.4% | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 275,058 | $8.01M | 0.2% | +262.1% | 0.013% | |
10/21/2024 | Bayshore Asset Management LLC | 8,250 | $0.24M | 0.1% | N/A | 0.000% | |
10/21/2024 | Venture Visionary Partners LLC | 23,665 | $0.69M | 0.0% | -20.5% | 0.001% | |
10/21/2024 | Whittier Trust Co. | 15,007 | $0.44M | 0.0% | -3.3% | 0.001% | |
10/21/2024 | Clarus Group Inc. | 61,756 | $1.80M | 0.8% | -1.5% | 0.003% | |
10/21/2024 | McElhenny Sheffield Capital Management LLC | 46,256 | $1.35M | 0.4% | -0.9% | 0.002% | |
10/19/2024 | Violich Capital Management Inc. | 18,550 | $0.54M | 0.1% | +3.3% | 0.001% | |
10/19/2024 | Penn Davis Mcfarland Inc. | 1,198,634 | $34.89M | 3.9% | -0.1% | 0.055% | |
10/19/2024 | CNB Bank | 3,561 | $0.10M | 0.0% | +534.8% | 0.000% | |
10/18/2024 | Resonant Capital Advisors LLC | 8,000 | $0.23M | 0.0% | -38.5% | 0.000% | |
10/18/2024 | Veracity Capital LLC | 39,656 | $1.15M | 0.4% | +1.5% | 0.002% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 15,097 | $0.44M | 0.1% | +7.3% | 0.001% | |
10/18/2024 | E&G Advisors LP | 50,668 | $1.47M | 0.4% | -1.9% | 0.002% | |
10/18/2024 | Chicago Capital LLC | 33,054 | $0.96M | 0.0% | -2.8% | 0.002% | |
10/18/2024 | Everett Harris & Co. CA | 80,939 | $2.36M | 0.0% | +9.5% | 0.004% | |
10/18/2024 | First Bancorp Inc ME | 9,831 | $0.29M | 0.2% | -4.8% | 0.000% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,064,093 | $30.98M | 0.0% | +3.2% | 0.049% | |
10/18/2024 | Capital Investment Advisors LLC | 591,287 | $17.21M | 0.4% | -3.1% | 0.027% | |
10/18/2024 | Blue Trust Inc. | 79,703 | $2.31M | 0.0% | +5.9% | 0.004% | |
10/18/2024 | Stratos Wealth Advisors LLC | 18,602 | $0.54M | 0.0% | +3.9% | 0.001% | |
10/17/2024 | Stonegate Investment Group LLC | 12,481 | $0.36M | 0.0% | +9.3% | 0.001% | |
10/17/2024 | Ellenbecker Investment Group | 25,247 | $0.74M | 0.1% | +1.5% | 0.001% | |
10/17/2024 | Addison Capital Co | 47,315 | $1.38M | 0.6% | +174.3% | 0.002% | |
10/17/2024 | LexAurum Advisors LLC | 8,925 | $0.26M | 0.1% | -11.0% | 0.000% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 1,100 | $32K | 0.0% | +1,000.0% | 0.000% | |
10/17/2024 | Ellsworth Advisors LLC | 22,642 | $0.66M | 0.2% | +3.1% | 0.001% | |
10/16/2024 | Teamwork Financial Advisors LLC | 65,412 | $1.90M | 0.3% | -16.3% | 0.003% | |
10/16/2024 | Optimum Investment Advisors | 36,046 | $1.05M | 0.5% | -7.9% | 0.002% | |
10/16/2024 | Global Retirement Partners LLC | 36,810 | $1.07M | 0.0% | -14.1% | 0.002% | |
10/16/2024 | Good Life Advisors LLC | 15,913 | $0.46M | 0.0% | +21.6% | 0.001% | |
10/16/2024 | Quad Cities Investment Group LLC | 32,243 | $0.94M | 0.5% | +9.9% | 0.001% | |
10/16/2024 | HFG Advisors Inc. | 22,050 | $0.64M | 0.6% | +125.0% | 0.001% | |
10/16/2024 | Private Harbour Investment Management & Counsel LLC | 10,850 | $0.32M | 0.3% | -5.2% | 0.000% | |
10/16/2024 | FLC Capital Advisors | 111,860 | $3.26M | 0.8% | +2.8% | 0.005% | |
10/16/2024 | Bfsg LLC | 178,398 | $5.19M | 0.6% | -1.3% | 0.008% | |
10/16/2024 | SeaCrest Wealth Management LLC | 30,801 | $0.90M | 0.1% | +34.4% | 0.001% | |
10/16/2024 | Piscataqua Savings Bank | 4,750 | $0.14M | 0.1% | N/A | 0.000% | |
10/16/2024 | CFM Wealth Partners LLC | 160,250 | $4.68M | 1.0% | -11.5% | 0.007% | |
10/16/2024 | Applied Capital LLC FL | 61,295 | $1.78M | 1.4% | +9.2% | 0.003% | |