10/11/2024 | ORG Partners LLC | 1,936 | $1.03M | 0.2% | -9.3% | 0.001% | |
10/11/2024 | Oxler Private Wealth LLC | 7,089 | $3.74M | 1.3% | +0.4% | 0.005% | |
10/11/2024 | Stablepoint Partners LLC | 2,190 | $1.16M | 0.2% | +1.5% | 0.001% | |
10/11/2024 | Sapient Capital LLC | 2,027 | $1.07M | 0.0% | -13.0% | 0.001% | |
10/11/2024 | Procyon Advisors LLC | 4,125 | $2.18M | 0.1% | +4.0% | 0.003% | |
10/11/2024 | Paladin Wealth LLC | 320 | $0.17M | 0.1% | N/A | 0.000% | |
10/11/2024 | VitalStone Financial LLC | 446 | $0.24M | 0.2% | N/A | 0.000% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 194 | $0.10M | 0.0% | +63.0% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 6,590 | $3.48M | 0.6% | -2.5% | 0.004% | |
10/10/2024 | Koshinski Asset Management Inc. | 1,158 | $0.61M | 0.1% | +4.9% | 0.001% | |
10/10/2024 | Factory Mutual Insurance Co. | 65,200 | $34.43M | 0.4% | -1.4% | 0.044% | |
10/10/2024 | Exchange Traded Concepts LLC | 1,736 | $0.92M | 0.0% | +18.0% | 0.001% | |
10/10/2024 | Carnegie Investment Counsel | 58,500 | $30.89M | 0.9% | +0.1% | 0.040% | |
10/10/2024 | Annex Advisory Services LLC | 1,176 | $0.62M | 0.0% | -2.4% | 0.001% | |
10/10/2024 | Ritholtz Wealth Management | 1,366 | $0.72M | 0.0% | +11.6% | 0.001% | |
10/10/2024 | Gateway Investment Advisers LLC | 9,859 | $5.21M | 0.1% | -0.3% | 0.007% | |
10/10/2024 | Evexia Wealth LLC | 13,923 | $7.44M | 2.6% | -3.6% | 0.009% | |
10/10/2024 | Total Wealth Planning LLC | 1,154 | $0.61M | 0.1% | N/A | 0.001% | |
10/10/2024 | Perfromance Wealth Partners LLC | 393 | $0.21M | 0.0% | N/A | 0.000% | |
10/10/2024 | Asio Capital LLC | 6,193 | $3.27M | 0.6% | +1.1% | 0.004% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,841 | $3.61M | 0.9% | -0.4% | 0.005% | |
10/10/2024 | Valeo Financial Advisors LLC | 2,352 | $1.24M | 0.0% | -2.3% | 0.002% | |
10/9/2024 | Nvest Financial LLC | 1,101 | $0.58M | 0.3% | +3.3% | 0.001% | |
10/9/2024 | Charles Schwab Trust Co | 397 | $0.21M | 0.0% | N/A | 0.000% | |
10/9/2024 | Castle Rock Wealth Management LLC | 3,205 | $1.72M | 0.4% | +2.5% | 0.002% | |
10/9/2024 | Clarius Group LLC | 906 | $0.48M | 0.0% | -12.0% | 0.001% | |
10/9/2024 | San Luis Wealth Advisors LLC | 1,420 | $0.75M | 0.2% | +197.7% | 0.001% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 527 | $0.28M | 0.1% | N/A | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 457 | $0.24M | 0.1% | +51.3% | 0.000% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 12,537 | $6.62M | 2.4% | +2.4% | 0.008% | |
10/9/2024 | Quotient Wealth Partners LLC | 1,034 | $0.55M | 0.0% | +4.4% | 0.001% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 400 | $0.21M | 0.0% | N/A | 0.000% | |
10/9/2024 | A. D. Beadell Investment Counsel Inc. | 1,839 | $0.97M | 0.8% | -9.4% | 0.001% | |
10/9/2024 | Matrix Trust Co | 2,495 | $1.32M | 0.2% | -4.1% | 0.002% | |
10/9/2024 | UMB Bank n.a. | 700 | $0.37M | 0.0% | +17.3% | 0.000% | |
10/9/2024 | Cadinha & Co. LLC | 593 | $0.31M | 0.1% | -37.8% | 0.000% | |
10/9/2024 | BSN CAPITAL PARTNERS Ltd | 19,331 | $10.21M | 1.9% | N/A | 0.013% | |
10/9/2024 | Bruce G. Allen Investments LLC | 343 | $0.18M | 0.1% | -8.0% | 0.000% | |
10/9/2024 | Patten Group Inc. | 3,320 | $1.75M | 0.4% | -2.2% | 0.002% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 8,440 | $4.46M | 0.1% | -4.4% | 0.006% | |
10/9/2024 | Wedmont Private Capital | 1,063 | $0.57M | 0.0% | +4.8% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 1,048 | $0.55M | 0.1% | -6.2% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 182 | $96K | 0.0% | -30.3% | 0.000% | |
10/8/2024 | CWM LLC | 6,763 | $3.57M | 0.0% | +13.4% | 0.005% | |
10/8/2024 | Daymark Wealth Partners LLC | 6,346 | $3.35M | 0.1% | -0.6% | 0.004% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 955 | $0.50M | 0.3% | -5.1% | 0.001% | |
10/8/2024 | Sage Capital Advisors llc | 7,289 | $3.85M | 1.0% | +0.6% | 0.005% | |
10/8/2024 | Talbot Financial LLC | 24,989 | $13.20M | 1.6% | +1.4% | 0.017% | |
10/8/2024 | SL Advisors LLC | 308 | $0.16M | 0.3% | N/A | 0.000% | |
10/8/2024 | Brookstone Capital Management | 2,876 | $1.52M | 0.0% | +3.1% | 0.002% | |
10/8/2024 | Country Trust Bank | 82,420 | $43.52M | 1.1% | -8.3% | 0.056% | |
10/8/2024 | Atomi Financial Group Inc. | 867 | $0.46M | 0.0% | +27.5% | 0.001% | |
10/8/2024 | Marion Wealth Management | 2,650 | $1.40M | 0.4% | +5.1% | 0.002% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 12,423 | $6.56M | 0.2% | -10.2% | 0.008% | |
10/8/2024 | Axiom Advisory LLC | 640 | $0.31M | 0.0% | -94.3% | 0.000% | |
10/8/2024 | Chesley Taft & Associates LLC | 4,152 | $2.19M | 0.1% | -0.8% | 0.003% | |
10/8/2024 | Aprio Wealth Management LLC | 398 | $0.21M | 0.0% | N/A | 0.000% | |
10/8/2024 | Pacifica Partners Inc. | 1,348 | $0.71M | 0.3% | -2.0% | 0.001% | |
10/8/2024 | Mather Group LLC. | 877 | $0.46M | 0.0% | -8.4% | 0.001% | |
10/7/2024 | Stokes Capital Advisors LLC | 14,869 | $7.85M | 2.0% | +0.3% | 0.010% | |
10/7/2024 | Cohen Investment Advisors LLC | 5,652 | $2.99M | 1.8% | +1.5% | 0.004% | |
10/7/2024 | Salvus Wealth Management LLC | 1,321 | $0.70M | 0.4% | +1.6% | 0.001% | |
10/7/2024 | Founders Capital Management | 5,089 | $2.69M | 1.6% | +1.7% | 0.003% | |
10/7/2024 | Parisi Gray Wealth Management | 1,061 | $0.56M | 0.2% | +4.0% | 0.001% | |
10/7/2024 | IAM Advisory LLC | 3,929 | $2.08M | 0.5% | +2.1% | 0.003% | |
10/7/2024 | Lakeridge Wealth Management LLC | 429 | $0.23M | 0.1% | N/A | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 422 | $0.22M | 0.1% | N/A | 0.000% | |
10/7/2024 | Diversified Trust Co | 2,016 | $1.07M | 0.0% | +2.8% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 2,789 | $1.47M | 0.1% | +24.1% | 0.002% | |
10/5/2024 | Red Spruce Capital LLC | 4,393 | $2.32M | 1.1% | +6.0% | 0.003% | |
10/5/2024 | Bard Financial Services Inc. | 470 | $0.25M | 0.1% | -77.1% | 0.000% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 7,629 | $4.03M | 2.3% | -0.6% | 0.005% | |
10/5/2024 | Harbor Investment Advisory LLC | 2,394 | $1.26M | 0.1% | -9.4% | 0.002% | |
10/3/2024 | CJM Wealth Advisers Ltd. | 1,082 | $0.57M | 0.2% | -8.5% | 0.001% | |
10/3/2024 | Apella Capital LLC | 486 | $0.26M | 0.0% | N/A | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 5,328 | $2.81M | 0.0% | -6.2% | 0.004% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 456 | $0.24M | 0.0% | -73.1% | 0.000% | |
10/3/2024 | Farmers Trust Co. | 386 | $0.20M | 0.0% | N/A | 0.000% | |
10/3/2024 | SG Americas Securities LLC | 14,700 | $7.76M | 0.0% | -16.0% | 0.010% | |
10/3/2024 | Czech National Bank | 28,004 | $14.79M | 0.1% | +5.6% | 0.019% | |
10/2/2024 | Central Pacific Bank Trust Division | 4,283 | $2.26M | 0.3% | +1.2% | 0.003% | |
10/2/2024 | JLB & Associates Inc. | 29,865 | $15.77M | 2.0% | -1.3% | 0.020% | |
10/2/2024 | Trust Co of the South | 554 | $0.29M | 0.1% | N/A | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 26,637 | $14.07M | 0.4% | +0.4% | 0.018% | |
10/2/2024 | Stonehearth Capital Management LLC | 858 | $0.45M | 0.2% | -6.2% | 0.001% | |
10/2/2024 | American National Bank & Trust | 2,707 | $1.43M | 0.2% | -0.9% | 0.002% | |
10/2/2024 | Waller Financial Planning Group Inc. | 690 | $0.36M | 0.1% | +3.6% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 21,691 | $11.45M | 0.8% | -1.6% | 0.015% | |
10/1/2024 | Emprise Bank | 1,708 | $0.90M | 0.5% | -3.7% | 0.001% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 410 | $0.22M | 0.0% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 1,825 | $0.80M | 0.1% | +348.4% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 1,238 | $0.54M | 0.1% | -6.2% | 0.001% | |
9/12/2024 | American Trust | 1,115 | $0.49M | 0.0% | -69.0% | 0.001% | |
9/9/2024 | Heritage Wealth Management Inc. | 940 | $0.41M | 0.1% | N/A | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 38,134 | $18.32M | 0.1% | N/A | 0.026% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 210 | $92K | 0.0% | N/A | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 831,000 | $362.27M | 0.3% | -0.2% | 0.562% | |
8/27/2024 | Dana Investment Advisors Inc. | 1,230 | $0.54M | 0.0% | -1.6% | 0.001% | |
8/27/2024 | New Century Financial Group LLC | 867 | $0.38M | 0.2% | +57.4% | 0.001% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 21,802 | $9.51M | 0.1% | +87.8% | 0.015% | |