10/8/2024 | CWM LLC | 364,410 | $76.84M | 0.3% | +6.7% | 0.013% | |
10/8/2024 | West Financial Advisors LLC | 175 | $37K | 0.0% | N/A | 0.000% | |
10/8/2024 | Brightwater Advisory LLC | 2,476 | $0.52M | 0.4% | +3.2% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 352,000 | $74.22M | 2.5% | +0.6% | 0.012% | |
10/8/2024 | Burkett Financial Services LLC | 3,453 | $0.73M | 0.3% | -4.7% | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 9,620 | $2.03M | 0.9% | -2.3% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 28,708 | $6.05M | 1.5% | +0.6% | 0.001% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 7,976 | $1.68M | 1.2% | +1.1% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 4,190 | $0.88M | 0.2% | -5.2% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 9,032 | $1.90M | 1.4% | +0.6% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 79,230 | $16.71M | 2.2% | +0.5% | 0.003% | |
10/8/2024 | Connective Portfolio Management LLC | 10,080 | $2.13M | 2.3% | +11.0% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 22,652 | $4.78M | 1.1% | +1.0% | 0.001% | |
10/8/2024 | First PREMIER Bank | 27,661 | $5.83M | 1.5% | +3.6% | 0.001% | |
10/8/2024 | ACT Wealth Management LLC | 1,302 | $0.28M | 0.1% | -17.6% | 0.000% | |
10/8/2024 | True North Advisors LLC | 6,769 | $1.43M | 0.4% | +6.4% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,581 | $0.97M | 0.1% | +8.9% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 1,638 | $0.35M | 0.1% | +7.3% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 5,588 | $1.18M | 0.3% | +2.1% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 89,797 | $18.94M | 4.1% | -0.4% | 0.003% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 52,186 | $11M | 1.1% | +6.2% | 0.002% | |
10/8/2024 | Pathway Financial Advisors LLC | 6,091 | $1.28M | 0.3% | -8.1% | 0.000% | |
10/8/2024 | Helen Stephens Group LLC | 4,511 | $0.95M | 0.3% | -2.8% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 14,264 | $3.01M | 1.5% | +1.0% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 3,629 | $0.77M | 0.3% | +22.2% | 0.000% | |
10/8/2024 | Udine Wealth Management Inc. | 32,884 | $6.93M | 4.9% | +0.6% | 0.001% | |
10/8/2024 | Talbot Financial LLC | 96,438 | $20.34M | 2.5% | +3.0% | 0.003% | |
10/8/2024 | Cape ANN Savings Bank | 9,145 | $1.93M | 1.1% | -3.2% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 89,300 | $18.83M | 0.3% | +4.3% | 0.003% | |
10/8/2024 | Olistico Wealth LLC | 5,575 | $1.18M | 0.7% | -12.4% | 0.000% | |
10/8/2024 | City Holding Co. | 45,228 | $9.54M | 1.3% | +1.0% | 0.002% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 7,016 | $1.48M | 0.4% | +15.0% | 0.000% | |
10/8/2024 | Artemis Investment Management LLP | 68,791 | $14.51M | 0.2% | -1.6% | 0.002% | |
10/8/2024 | Mattson Financial Services LLC | 18,369 | $3.72M | 1.3% | -0.7% | 0.001% | |
10/8/2024 | Country Trust Bank | 240,069 | $50.62M | 1.2% | -6.6% | 0.008% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 21,844 | $4.61M | 0.9% | +0.8% | 0.001% | |
10/8/2024 | Park Place Capital Corp | 10,734 | $2.26M | 0.7% | +19.7% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 54,816 | $11.56M | 0.7% | +5.8% | 0.002% | |
10/8/2024 | Traveka Wealth LLC | 5,038 | $1.06M | 0.5% | +5.3% | 0.000% | |
10/8/2024 | Dakota Community Bank & Trust NA | 3,066 | $0.65M | 3.2% | -2.0% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 12,404 | $2.62M | 0.3% | +1.4% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 69,957 | $14.75M | 1.0% | -0.9% | 0.002% | |
10/8/2024 | Clean Yield Group | 1,718 | $0.36M | 0.1% | -3.1% | 0.000% | |
10/8/2024 | Bridge Creek Capital Management LLC | 47,009 | $9.91M | 3.0% | -2.6% | 0.002% | |
10/8/2024 | Marion Wealth Management | 16,772 | $3.54M | 0.9% | +3.9% | 0.001% | |
10/8/2024 | Advance Capital Management Inc. | 3,732 | $0.79M | 0.0% | +7.4% | 0.000% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 1,108 | $0.23M | 0.0% | N/A | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 93,743 | $19.77M | 0.6% | -2.1% | 0.003% | |
10/8/2024 | Tlwm | 7,922 | $1.67M | 0.3% | -1.8% | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 12,011 | $2.53M | 0.0% | +3.8% | 0.000% | |
10/8/2024 | Evanson Asset Management LLC | 5,429 | $1.15M | 0.1% | -23.5% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 243,172 | $51.28M | 2.3% | +34.4% | 0.008% | |
10/8/2024 | Chesley Taft & Associates LLC | 173,332 | $36.55M | 1.7% | -15.8% | 0.006% | |
10/8/2024 | Kesler Norman & Wride LLC | 11,914 | $2.51M | 0.5% | -23.2% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 8,543 | $1.80M | 0.3% | +45.5% | 0.000% | |
10/8/2024 | Exeter Financial LLC | 2,049 | $0.43M | 0.2% | -3.8% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 14,315 | $3.02M | 0.5% | -0.4% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 32,441 | $6.84M | 2.2% | +0.5% | 0.001% | |
10/8/2024 | Bangor Savings Bank | 46,408 | $9.79M | 0.9% | -1.9% | 0.002% | |
10/8/2024 | Affinity Capital Advisors LLC | 3,917 | $0.83M | 0.2% | -8.9% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 9,916 | $2.09M | 0.5% | -0.6% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 2,769 | $0.58M | 0.1% | +34.2% | 0.000% | |
10/8/2024 | Pacifica Partners Inc. | 22,706 | $4.79M | 2.0% | -1.4% | 0.001% | |
10/8/2024 | Bath Savings Trust Co | 12,458 | $2.63M | 0.3% | -2.4% | 0.000% | |
10/8/2024 | Greenfield Savings Bank | 24,819 | $5.23M | 2.5% | -0.8% | 0.001% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 6,907 | $1.46M | 0.2% | -2.1% | 0.000% | |
10/8/2024 | Mather Group LLC. | 17,957 | $3.79M | 0.0% | -32.1% | 0.001% | |
10/8/2024 | Kure Advisory LLC | 968 | $0.20M | 0.2% | N/A | 0.000% | |
10/7/2024 | EWG Elevate Inc. | 1,207 | $0.26M | 0.1% | +4.9% | 0.000% | |
10/7/2024 | Bank of New Hampshire | 30,379 | $6.41M | 1.6% | -1.0% | 0.001% | |
10/7/2024 | IMZ Advisory Inc | 1,737 | $0.37M | 0.2% | +23.1% | 0.000% | |
10/7/2024 | Cypress Financial Planning LLC | 1,392 | $0.29M | 0.1% | +31.1% | 0.000% | |
10/7/2024 | Stokes Capital Advisors LLC | 45,873 | $9.67M | 2.5% | +3.6% | 0.002% | |
10/7/2024 | Sterling Group Wealth Management LLC | 4,080 | $0.86M | 0.5% | +2.6% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 22,196 | $4.68M | 2.9% | +3.0% | 0.001% | |
10/7/2024 | Richard P Slaughter Associates Inc | 22,589 | $4.76M | 1.1% | -1.8% | 0.001% | |
10/7/2024 | Foster Group Inc. | 6,293 | $1.33M | 0.0% | -7.7% | 0.000% | |
10/7/2024 | Oak Asset Management LLC | 18,218 | $3.84M | 1.4% | -3.7% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 54,817 | $11.56M | 0.4% | -2.5% | 0.002% | |
10/7/2024 | Platte River Wealth Advisors LLC | 22,192 | $4.68M | 1.3% | +4.2% | 0.001% | |
10/7/2024 | Lakewood Asset Management LLC | 3,118 | $0.66M | 0.4% | -1.7% | 0.000% | |
10/7/2024 | Founders Capital Management | 35,992 | $7.59M | 4.6% | +0.5% | 0.001% | |
10/7/2024 | McLean Asset Management Corp | 7,215 | $1.52M | 0.5% | +11.0% | 0.000% | |
10/7/2024 | Kwmg LLC | 1,696 | $0.36M | 0.0% | +29.4% | 0.000% | |
10/7/2024 | Prentice Wealth Management LLC | 10,096 | $2.13M | 0.6% | -4.1% | 0.000% | |
10/7/2024 | Sandbox Financial Partners LLC | 5,512 | $1.16M | 0.4% | -1.0% | 0.000% | |
10/7/2024 | Parisi Gray Wealth Management | 26,315 | $5.55M | 1.8% | -0.2% | 0.001% | |
10/7/2024 | Miracle Mile Advisors LLC | 66,517 | $14.03M | 0.3% | +3.5% | 0.002% | |
10/7/2024 | Eagle Rock Investment Company LLC | 68,521 | $14.45M | 2.4% | -4.8% | 0.002% | |
10/7/2024 | Consilio Wealth Advisors LLC | 3,623 | $0.76M | 0.3% | +11.7% | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 38,467 | $8.11M | 1.9% | -0.7% | 0.001% | |
10/7/2024 | Smith Anglin Financial LLC | 3,331 | $0.70M | 0.1% | +10.7% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 32,169 | $6.78M | 3.5% | -2.9% | 0.001% | |
10/7/2024 | Diversified Trust Co | 73,323 | $15.46M | 0.4% | +2.8% | 0.003% | |
10/7/2024 | Ehrlich Financial Group | 3,329 | $0.70M | 0.5% | +1.6% | 0.000% | |
10/7/2024 | Davis Investment Partners LLC | 5,958 | $1.24M | 0.5% | -3.2% | 0.000% | |
10/7/2024 | WealthBridge Capital Management LLC | 11,007 | $2.32M | 0.7% | +6.1% | 0.000% | |
10/7/2024 | Herbst Group LLC | 7,085 | $1.49M | 0.9% | -5.0% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 81,725 | $17.23M | 1.7% | +13.9% | 0.003% | |
10/5/2024 | Handelsbanken Fonder AB | 1,263,820 | $266.49M | 1.1% | +2.8% | 0.044% | |