10/17/2024 | Bar Harbor Wealth Management | 17,520 | $5.34M | 0.3% | -2.8% | 0.002% | |
10/17/2024 | Heirloom Wealth Management | 27,930 | $8.51M | 2.7% | +2.6% | 0.004% | |
10/17/2024 | Sweet Financial Partners LLC | 4,579 | $1.39M | 0.3% | -60.7% | 0.001% | |
10/17/2024 | TruWealth Advisors LLC | 7,227 | $2.20M | 0.1% | +8.9% | 0.001% | |
10/17/2024 | Ellsworth Advisors LLC | 19,464 | $5.93M | 1.5% | +2.8% | 0.003% | |
10/16/2024 | Trust Co. of Vermont | 47,761 | $14.54M | 0.7% | +3.0% | 0.007% | |
10/16/2024 | Secure Asset Management LLC | 7,297 | $2.22M | 0.4% | +3.8% | 0.001% | |
10/16/2024 | Smallwood Wealth Investment Management LLC | 672 | $0.21M | 0.1% | N/A | 0.000% | |
10/16/2024 | Marshall Financial Group LLC | 9,965 | $3.03M | 0.7% | +3.7% | 0.001% | |
10/16/2024 | Bleakley Financial Group LLC | 20,358 | $6.20M | 0.2% | -2.7% | 0.003% | |
10/16/2024 | Optimum Investment Advisors | 3,803 | $1.16M | 0.5% | -8.4% | 0.001% | |
10/16/2024 | Greenup Street Wealth Management LLC | 3,896 | $1.19M | 0.2% | +221.5% | 0.001% | |
10/16/2024 | Buffington Mohr McNeal | 810 | $0.25M | 0.0% | -9.9% | 0.000% | |
10/16/2024 | LifeSteps Financial Inc. | 1,119 | $0.34M | 0.3% | -20.9% | 0.000% | |
10/16/2024 | Riversedge Advisors LLC | 1,686 | $0.51M | 0.1% | +2.0% | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 18,992 | $5.78M | 0.2% | -4.7% | 0.003% | |
10/16/2024 | Mitchell & Pahl Private Wealth LLC | 9,428 | $2.87M | 1.3% | +2.5% | 0.001% | |
10/16/2024 | Good Life Advisors LLC | 22,473 | $6.85M | 0.4% | +3.7% | 0.003% | |
10/16/2024 | Summit Financial Strategies Inc. | 1,695 | $0.52M | 0.1% | -12.5% | 0.000% | |
10/16/2024 | Greater Midwest Financial Group LLC | 696 | $0.21M | 0.1% | N/A | 0.000% | |
10/16/2024 | Naviter Wealth LLC | 5,080 | $1.55M | 0.2% | -4.0% | 0.001% | |
10/16/2024 | Ironwood Financial llc | 4,838 | $1.47M | 0.3% | +20.8% | 0.001% | |
10/16/2024 | Consolidated Capital Management LLC | 22,552 | $6.87M | 3.0% | +4.1% | 0.003% | |
10/16/2024 | Hengehold Capital Management LLC | 13,077 | $3.98M | 0.4% | +1.4% | 0.002% | |
10/16/2024 | Probity Advisors Inc. | 4,354 | $1.33M | 0.3% | -4.3% | 0.001% | |
10/16/2024 | ZWJ Investment Counsel Inc. | 4,981 | $1.52M | 0.1% | -5.3% | 0.001% | |
10/16/2024 | Kowal Investment Group LLC | 5,579 | $1.70M | 0.3% | -5.9% | 0.001% | |
10/16/2024 | Beech Hill Advisors Inc. | 7,587 | $2.31M | 0.9% | -2.5% | 0.001% | |
10/16/2024 | Cornerstone Wealth Management LLC | 9,013 | $2.75M | 0.2% | +6.2% | 0.001% | |
10/16/2024 | Bfsg LLC | 13,600 | $4.14M | 0.5% | +1.9% | 0.002% | |
10/16/2024 | SPC Financial Inc. | 4,507 | $1.37M | 0.1% | +20.7% | 0.001% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 23,173 | $7.06M | 1.4% | +12.1% | 0.003% | |
10/16/2024 | Twelve Points Wealth Management LLC | 2,882 | $0.88M | 0.3% | +6.4% | 0.000% | |
10/16/2024 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,490 | $3.80M | 1.5% | +3.5% | 0.002% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 72,676 | $22.13M | 1.5% | -1.8% | 0.010% | |
10/16/2024 | Physician Wealth Advisors Inc. | 1,865 | $0.58M | 0.1% | +5.5% | 0.000% | |
10/16/2024 | Firethorn Wealth Partners LLC | 837 | $0.26M | 0.1% | -15.0% | 0.000% | |
10/16/2024 | Wolff Wiese Magana LLC | 3,951 | $1.20M | 0.8% | +1.9% | 0.001% | |
10/16/2024 | Indiana Trust & Investment Management Co | 4,215 | $1.28M | 0.4% | -12.5% | 0.001% | |
10/16/2024 | LaFleur & Godfrey LLC | 16,471 | $5.02M | 0.7% | +0.8% | 0.002% | |
10/16/2024 | Regent Peak Wealth Advisors LLC | 10,372 | $3.16M | 0.7% | -8.4% | 0.001% | |
10/16/2024 | Transform Wealth LLC | 874 | $0.27M | 0.0% | -81.5% | 0.000% | |
10/16/2024 | Vontobel Holding Ltd. | 47,287 | $14.40M | 0.0% | -35.7% | 0.007% | |
10/16/2024 | Leisure Capital Management | 5,129 | $1.56M | 0.7% | +2.1% | 0.001% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 12,509 | $3.81M | 0.2% | +0.8% | 0.002% | |
10/16/2024 | Sumitomo Life Insurance Co. | 11,043 | $3.36M | 0.1% | -28.3% | 0.002% | |
10/16/2024 | Peoples Financial Services CORP. | 17,799 | $5.42M | 2.5% | -9.7% | 0.002% | |
10/16/2024 | Sunpointe LLC | 2,165 | $0.66M | 0.5% | -11.1% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 4,498 | $1.37M | 0.1% | -3.5% | 0.001% | |
10/16/2024 | Stableford Capital II LLC | 3,209 | $0.98M | 0.4% | -7.9% | 0.000% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 3,472 | $1.06M | 0.3% | +1.0% | 0.000% | |
10/16/2024 | Tsfg LLC | 566 | $0.17M | 0.0% | -6.4% | 0.000% | |
10/16/2024 | Clearview Wealth Advisors LLC | 1,780 | $0.54M | 0.4% | -2.7% | 0.000% | |
10/16/2024 | Prism Advisors Inc. | 723 | $0.22M | 0.1% | -19.5% | 0.000% | |
10/16/2024 | Piscataqua Savings Bank | 3,250 | $0.99M | 0.8% | -3.0% | 0.000% | |
10/16/2024 | Griffin Asset Management Inc. | 8,885 | $2.71M | 0.3% | +3.1% | 0.001% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 33,773 | $10.28M | 1.6% | +2.5% | 0.005% | |
10/16/2024 | Asset Dedication LLC | 17,557 | $5.35M | 0.4% | -9.1% | 0.002% | |
10/16/2024 | CFM Wealth Partners LLC | 19,016 | $5.36M | 1.1% | -1.8% | 0.003% | |
10/16/2024 | Capstone Wealth Management Group LLC | 781 | $0.24M | 0.1% | N/A | 0.000% | |
10/16/2024 | Braun Bostich & Associates Inc. | 1,458 | $0.44M | 0.3% | -6.8% | 0.000% | |
10/16/2024 | Acorn Creek Capital LLC | 764 | $0.23M | 0.1% | N/A | 0.000% | |
10/16/2024 | Brady Family Wealth LLC | 13,311 | $4.05M | 1.2% | -2.3% | 0.002% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 865 | $0.26M | 0.0% | -4.5% | 0.000% | |
10/15/2024 | First United Bank & Trust | 10,370 | $3.16M | 1.1% | -4.6% | 0.001% | |
10/15/2024 | Regatta Capital Group LLC | 9,699 | $2.95M | 0.6% | +0.9% | 0.001% | |
10/15/2024 | Magnus Financial Group LLC | 4,976 | $1.52M | 0.2% | -0.7% | 0.001% | |
10/15/2024 | Dover Advisors LLC | 3,430 | $1.04M | 0.6% | -10.3% | 0.000% | |
10/15/2024 | HTLF Bank | 9,518 | $2.90M | 0.3% | -3.4% | 0.001% | |
10/15/2024 | Keystone Wealth Services LLC | 1,813 | $0.55M | 0.2% | +3.1% | 0.000% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 1,503 | $0.46M | 0.1% | +4.2% | 0.000% | |
10/15/2024 | Edge Wealth Management LLC | 25,008 | $7.62M | 1.5% | -0.8% | 0.003% | |
10/15/2024 | Lockerman Financial Group Inc. | 1,359 | $0.41M | 0.7% | +13.6% | 0.000% | |
10/15/2024 | Trust Co. of Oklahoma | 3,328 | $1.01M | 0.3% | -4.5% | 0.000% | |
10/15/2024 | Members Trust Co | 4,221 | $1.29M | 0.0% | -3.7% | 0.001% | |
10/15/2024 | Swedbank AB | 1,166,098 | $355.09M | 0.5% | -2.2% | 0.162% | |
10/15/2024 | Hayek Kallen Investment Management | 12,560 | $3.83M | 1.3% | +0.8% | 0.002% | |
10/15/2024 | Norway Savings Bank | 4,427 | $1.35M | 0.7% | -2.9% | 0.001% | |
10/15/2024 | NBC Securities Inc. | 7,660 | $2.33M | 0.2% | -4.8% | 0.001% | |
10/15/2024 | Richwood Investment Advisors LLC | 4,110 | $1.25M | 1.0% | -16.5% | 0.001% | |
10/15/2024 | Occidental Asset Management LLC | 1,592 | $0.49M | 0.1% | +14.5% | 0.000% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 5,895 | $1.80M | 0.6% | +1.3% | 0.001% | |
10/11/2024 | Iams Wealth Management LLC | 6,373 | $1.94M | 1.0% | +1.3% | 0.001% | |
10/11/2024 | Creative Planning | 329,417 | $100.31M | 0.1% | +1.4% | 0.046% | |
10/11/2024 | Wesbanco Bank Inc. | 33,021 | $10.06M | 0.3% | -1.0% | 0.005% | |
10/11/2024 | CX Institutional | 27,040 | $8.23M | 0.4% | +65.8% | 0.004% | |
10/11/2024 | M. Kraus & Co | 2,151 | $0.66M | 0.2% | -4.3% | 0.000% | |
10/11/2024 | Grove Bank & Trust | 3,040 | $0.93M | 0.1% | -7.8% | 0.000% | |
10/11/2024 | Fiduciary Alliance LLC | 4,378 | $1.33M | 0.2% | +22.6% | 0.001% | |
10/11/2024 | ORG Partners LLC | 1,497 | $0.46M | 0.1% | -53.6% | 0.000% | |
10/11/2024 | Granite Harbor Advisors Inc. | 2,513 | $0.77M | 0.4% | -89.4% | 0.000% | |
10/11/2024 | Empirical Asset Management LLC | 26,710 | $8.13M | 1.0% | -1.6% | 0.004% | |
10/11/2024 | Affinity Wealth Management LLC | 1,699 | $0.52M | 0.1% | +2.7% | 0.000% | |
10/11/2024 | Sapient Capital LLC | 9,976 | $3.04M | 0.1% | -1.1% | 0.001% | |
10/11/2024 | ORG Wealth Partners LLC | 1,375 | $0.42M | 0.2% | N/A | 0.000% | |
10/11/2024 | Paladin Wealth LLC | 2,675 | $0.82M | 0.7% | N/A | 0.000% | |
10/11/2024 | VitalStone Financial LLC | 311 | $95K | 0.1% | +148.8% | 0.000% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 8,838 | $2.69M | 0.7% | +3.9% | 0.001% | |
10/11/2024 | Woodstock Corp | 14,377 | $4.38M | 0.4% | -2.6% | 0.002% | |
10/11/2024 | Smith Chas P & Associates PA Cpas | 172,219 | $52.44M | 3.0% | -2.0% | 0.024% | |