10/11/2024 | Lake Hills Wealth Management LLC | 2,341 | $0.27M | 0.2% | N/A | 0.000% | |
10/11/2024 | Wagner Wealth Management LLC | 13,676 | $1.60M | 0.4% | -25.9% | 0.000% | |
10/11/2024 | Sunflower Bank N.A. | 24,215 | $2.84M | 0.8% | +3.3% | 0.001% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 333,621 | $39.11M | 0.6% | -25.2% | 0.008% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 5,195 | $0.61M | 0.3% | +5.8% | 0.000% | |
10/10/2024 | Sawyer & Company Inc | 37,195 | $4.36M | 1.6% | +1.7% | 0.001% | |
10/10/2024 | Webster Bank N. A. | 53,184 | $6.23M | 0.7% | -4.3% | 0.001% | |
10/10/2024 | Douglas Lane & Associates LLC | 434,224 | $50.90M | 0.7% | -0.4% | 0.011% | |
10/10/2024 | Gilman Hill Asset Management LLC | 13,022 | $1.53M | 0.3% | -15.6% | 0.000% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 11,746 | $1.38M | 0.3% | -3.5% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 42,896 | $5.03M | 0.4% | -5.5% | 0.001% | |
10/10/2024 | Bright Financial Advisors Inc. | 5,074 | $0.60M | 0.4% | +6.8% | 0.000% | |
10/10/2024 | Factory Mutual Insurance Co. | 683,654 | $80.14M | 0.8% | -1.1% | 0.017% | |
10/10/2024 | Essex Investment Management Co. LLC | 28,466 | $3.34M | 0.6% | -10.8% | 0.001% | |
10/10/2024 | Crestmont Private Wealth LLC | 2,335 | $0.27M | 0.1% | -92.4% | 0.000% | |
10/10/2024 | CHICAGO TRUST Co NA | 57,654 | $6.76M | 1.2% | +1.6% | 0.001% | |
10/10/2024 | MorganRosel Wealth Management LLC | 2,036 | $0.24M | 0.1% | -17.3% | 0.000% | |
10/10/2024 | Exchange Traded Concepts LLC | 176,251 | $20.66M | 0.5% | -23.9% | 0.004% | |
10/10/2024 | Carnegie Investment Counsel | 50,331 | $5.90M | 0.2% | +0.8% | 0.001% | |
10/10/2024 | Retirement Planning Group LLC | 14,473 | $1.70M | 0.1% | +73.1% | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 13,226 | $1.55M | 0.0% | -0.8% | 0.000% | |
10/10/2024 | InTrack Investment Management Inc | 12,566 | $1.47M | 1.0% | +3.0% | 0.000% | |
10/10/2024 | Mechanics Bank Trust Department | 90,934 | $10.66M | 1.4% | -0.2% | 0.002% | |
10/10/2024 | CRA Financial Services LLC | 33,336 | $3.91M | 0.7% | -2.5% | 0.001% | |
10/10/2024 | HCR Wealth Advisors | 21,041 | $2.47M | 0.3% | +2.4% | 0.001% | |
10/10/2024 | Avondale Wealth Management | 6,806 | $0.80M | 0.5% | +3.9% | 0.000% | |
10/10/2024 | Ritholtz Wealth Management | 69,656 | $8.17M | 0.2% | +6.4% | 0.002% | |
10/10/2024 | Gateway Investment Advisers LLC | 911,711 | $106.87M | 1.2% | -1.7% | 0.023% | |
10/10/2024 | Code Waechter LLC | 1,785 | $0.21M | 0.2% | N/A | 0.000% | |
10/10/2024 | Guinness Atkinson Asset Management Inc | 5,470 | $0.64M | 0.3% | -4.9% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 23,894 | $2.80M | 1.1% | -1.4% | 0.001% | |
10/10/2024 | Requisite Capital Management LLC | 1,795 | $0.21M | 0.0% | -23.3% | 0.000% | |
10/10/2024 | Guinness Asset Management LTD | 185,935 | $21.73M | 0.4% | -15.0% | 0.005% | |
10/10/2024 | Avity Investment Management Inc. | 20,947 | $2.46M | 0.2% | -0.9% | 0.001% | |
10/10/2024 | Octavia Wealth Advisors LLC | 5,277 | $0.62M | 0.1% | -5.0% | 0.000% | |
10/10/2024 | Next Level Private LLC | 47,801 | $5.60M | 2.3% | +0.9% | 0.001% | |
10/10/2024 | Asio Capital LLC | 31,219 | $3.66M | 0.7% | +1.2% | 0.001% | |
10/10/2024 | Meyer Handelman Co. | 386,247 | $45.28M | 1.5% | -1.0% | 0.010% | |
10/10/2024 | Lion Street Advisors LLC | 26,501 | $3.11M | 1.1% | -9.2% | 0.001% | |
10/10/2024 | Valeo Financial Advisors LLC | 112,869 | $13.23M | 0.4% | +3.4% | 0.003% | |
10/10/2024 | Foundation Resource Management Inc. | 434,254 | $50.90M | 7.9% | -1.1% | 0.011% | |
10/10/2024 | Simplicity Wealth LLC | 24,983 | $2.93M | 0.3% | -81.3% | 0.001% | |
10/10/2024 | MADDEN SECURITIES Corp | 23,036 | $2.70M | 1.2% | +0.5% | 0.001% | |
10/9/2024 | LongView Wealth Management | 23,529 | $2.76M | 0.9% | -2.5% | 0.001% | |
10/9/2024 | Red Mountain Financial LLC | 3,783 | $0.44M | 0.5% | -4.7% | 0.000% | |
10/9/2024 | Iowa State Bank | 58,333 | $6.84M | 1.4% | -3.5% | 0.001% | |
10/9/2024 | Nvest Financial LLC | 4,095 | $0.48M | 0.3% | +4.8% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 22,971 | $2.69M | 0.2% | -2.2% | 0.001% | |
10/9/2024 | Fermata Advisors LLC | 7,768 | $0.91M | 0.2% | +10.3% | 0.000% | |
10/9/2024 | Pine Haven Investment Counsel Inc | 20,609 | $2.42M | 2.0% | -1.8% | 0.001% | |
10/9/2024 | JGP Wealth Management LLC | 16,109 | $1.89M | 0.2% | +58.1% | 0.000% | |
10/9/2024 | West Coast Financial LLC | 4,304 | $0.51M | 0.1% | -9.5% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 26,654 | $3.12M | 1.2% | -0.8% | 0.001% | |
10/9/2024 | Castle Rock Wealth Management LLC | 20,078 | $2.53M | 0.6% | +7.9% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 19,113 | $2.24M | 0.3% | +5.4% | 0.000% | |
10/9/2024 | Strong Tower Advisory Services | 51,896 | $6.08M | 1.7% | +6.5% | 0.001% | |
10/9/2024 | Successful Portfolios LLC | 8,740 | $1.03M | 0.7% | -1.1% | 0.000% | |
10/9/2024 | BWM Planning LLC | 32,001 | $3.75M | 1.7% | N/A | 0.001% | |
10/9/2024 | Independence Bank of Kentucky | 35,896 | $4.21M | 0.9% | -0.9% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 242,614 | $28.44M | 1.9% | 0.0% | 0.006% | |
10/9/2024 | Clarius Group LLC | 24,331 | $2.82M | 0.2% | -1.3% | 0.001% | |
10/9/2024 | Worth Asset Management LLC | 5,574 | $0.65M | 0.4% | +2.6% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 3,200 | $0.38M | 0.1% | -9.2% | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 2,253 | $0.26M | 0.0% | +19.8% | 0.000% | |
10/9/2024 | San Luis Wealth Advisors LLC | 28,633 | $3.36M | 0.7% | -25.9% | 0.001% | |
10/9/2024 | Beaumont Financial Advisors LLC | 21,955 | $2.57M | 0.2% | -1.3% | 0.001% | |
10/9/2024 | Merrion Investment Management Co LLC | 16,098 | $1.89M | 1.2% | -4.0% | 0.000% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 12,946 | $1.58M | 0.3% | N/A | 0.000% | |
10/9/2024 | LifePro Asset Management | 9,747 | $1.14M | 0.7% | -25.8% | 0.000% | |
10/9/2024 | Selective Wealth Management Inc. | 13,017 | $1.59M | 0.7% | -13.1% | 0.000% | |
10/9/2024 | Capital Insight Partners LLC | 2,164 | $0.25M | 0.0% | -10.1% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 19,927 | $2.34M | 0.4% | -13.2% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 63,568 | $7.45M | 1.2% | -0.3% | 0.002% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 57,240 | $6.71M | 1.3% | -0.5% | 0.001% | |
10/9/2024 | GEM Asset Management LLC | 3,104 | $0.39M | 0.2% | N/A | 0.000% | |
10/9/2024 | Brendel Financial Advisors LLC | 48,699 | $5.71M | 3.2% | -1.8% | 0.001% | |
10/9/2024 | Bank & Trust Co | 19,935 | $2.34M | 1.9% | -0.5% | 0.001% | |
10/9/2024 | Quotient Wealth Partners LLC | 583,358 | $68.38M | 2.2% | -2.1% | 0.015% | |
10/9/2024 | Financial Advisory Partners LLC | 19,603 | $2.30M | 0.8% | N/A | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 7,666 | $0.90M | 0.1% | +7.5% | 0.000% | |
10/9/2024 | Matrix Trust Co | 19,851 | $2.33M | 0.4% | +1.7% | 0.001% | |
10/9/2024 | UMB Bank n.a. | 467,815 | $54.84M | 0.9% | -0.4% | 0.012% | |
10/9/2024 | Cadinha & Co. LLC | 137,611 | $16.13M | 2.8% | +0.4% | 0.003% | |
10/9/2024 | Unison Advisors LLC | 21,247 | $2.49M | 0.3% | +0.8% | 0.001% | |
10/9/2024 | Advocate Group LLC | 32,137 | $3.77M | 0.7% | +2.5% | 0.001% | |
10/9/2024 | Cypress Wealth Services LLC | 15,758 | $1.85M | 0.4% | +15.8% | 0.000% | |
10/9/2024 | Morton Capital Management LLC CA | 10,722 | $1.26M | 0.2% | +17.2% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 18,138 | $2.13M | 0.3% | +0.6% | 0.000% | |
10/9/2024 | Sanders Morris Harris LLC | 49,068 | $5.75M | 1.0% | +3.7% | 0.001% | |
10/9/2024 | Kelly Financial Services LLC | 5,604 | $0.66M | 0.2% | -4.8% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 15,885 | $1.86M | 2.2% | -11.2% | 0.000% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 37,998 | $4.45M | 0.3% | -2.0% | 0.001% | |
10/9/2024 | Perpetual Ltd | 65,924 | $7.73M | 0.1% | +17.4% | 0.002% | |
10/9/2024 | Clarus Wealth Advisors | 1,918 | $0.24M | 0.1% | -14.8% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 4,481 | $0.53M | 0.2% | +5.9% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 25,209 | $2.96M | 1.1% | +1.0% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 165,804 | $19.44M | 0.6% | -0.8% | 0.004% | |
10/9/2024 | Wedmont Private Capital | 58,146 | $7.29M | 0.4% | +5.9% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 33,043 | $3.87M | 0.4% | +1.7% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 14,211 | $1.67M | 0.3% | -3.3% | 0.000% | |