10/24/2024 | Deepwater Asset Management LLC | 122,267 | $14.85M | 5.2% | N/A | 0.000% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 198,386 | $23.21M | 2.5% | +82.4% | 0.001% | |
10/24/2024 | Orrstown Financial Services Inc. | 32,484 | $3.95M | 1.2% | +94.5% | 0.000% | |
10/24/2024 | Old Port Advisors | 56,172 | $6.82M | 1.9% | -3.2% | 0.000% | |
10/24/2024 | Autumn Glory Partners LLC | 16,820 | $2.04M | 0.8% | -2.3% | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 8,096,669 | $983.34M | 5.8% | +4.8% | 0.033% | |
10/24/2024 | Taylor & Morgan Wealth Management LLC | 29,783 | $3.62M | 2.4% | -3.7% | 0.000% | |
10/24/2024 | TCI Wealth Advisors Inc. | 52,322 | $6.35M | 0.5% | +7.9% | 0.000% | |
10/24/2024 | TCP Asset Management LLC | 8,561 | $1.04M | 0.2% | +5.2% | 0.000% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 93,726 | $11.38M | 1.5% | -6.9% | 0.000% | |
10/24/2024 | Vima LLC | 20,091 | $2.44M | 5.0% | -7.6% | 0.000% | |
10/24/2024 | Concord Wealth Partners | 213,823 | $25.97M | 4.3% | +14.7% | 0.001% | |
10/24/2024 | Vivid Wealth Management LLC | 22,363 | $2.72M | 1.4% | +2.7% | 0.000% | |
10/24/2024 | Yeomans Consulting Group Inc. | 9,808 | $1.19M | 0.4% | +11.3% | 0.000% | |
10/24/2024 | Lauer Wealth LLC | 4,245 | $0.52M | 0.4% | N/A | 0.000% | |
10/24/2024 | Investment Partners Asset Management Inc. | 24,268 | $2.95M | 2.4% | +1.4% | 0.000% | |
10/24/2024 | Asahi Life Asset Management CO. LTD. | 54,270 | $6.59M | 4.0% | +3.6% | 0.000% | |
10/24/2024 | Forbes J M & Co. LLP | 488,997 | $59.38M | 5.8% | +0.2% | 0.002% | |
10/24/2024 | Washburn Capital Management Inc. | 38,694 | $4.70M | 3.4% | -18.6% | 0.000% | |
10/24/2024 | Barrett & Company Inc. | 91,312 | $11.09M | 4.8% | -17.2% | 0.000% | |
10/24/2024 | Welch Group LLC | 189,657 | $23.03M | 1.0% | -2.5% | 0.001% | |
10/24/2024 | Inscription Capital LLC | 90,857 | $11.03M | 1.6% | +5.5% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 111,483 | $13.54M | 2.1% | +0.7% | 0.000% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 149,820 | $18.19M | 3.1% | -0.3% | 0.001% | |
10/24/2024 | Sound Stewardship LLC | 2,452 | $0.30M | 0.2% | -5.7% | 0.000% | |
10/24/2024 | Southern Capital Advisors LLC | 4,545 | $0.55M | 0.3% | -5.9% | 0.000% | |
10/24/2024 | Summit Place Financial Advisors LLC | 59,391 | $7.21M | 4.0% | -7.6% | 0.000% | |
10/24/2024 | Lederer & Associates Investment Counsel CA | 53,753 | $6.53M | 4.6% | -1.0% | 0.000% | |
10/24/2024 | Gemmer Asset Management LLC | 299,285 | $36.35M | 3.7% | -32.3% | 0.001% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 58,506 | $7.11M | 3.1% | +10.8% | 0.000% | |
10/24/2024 | Family Investment Center Inc. | 4,576 | $0.56M | 0.1% | +59.3% | 0.000% | |
10/24/2024 | FCG Investment Co | 65,297 | $7.93M | 5.2% | +20.1% | 0.000% | |
10/24/2024 | FSA Advisors Inc. | 5,517 | $0.68M | 0.7% | +187.6% | 0.000% | |
10/24/2024 | Greenspring Advisors LLC | 6,271 | $0.76M | 0.2% | -2.2% | 0.000% | |
10/24/2024 | Hibernia Wealth Partners LLC | 12,801 | $1.56M | 0.5% | +31.5% | 0.000% | |
10/24/2024 | Insight Folios Inc | 3,616 | $0.44M | 0.2% | -5.6% | 0.000% | |
10/24/2024 | IVC Wealth Advisors LLC | 26,391 | $3.21M | 1.8% | -14.8% | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 100,231 | $12.17M | 5.1% | +4.0% | 0.000% | |
10/24/2024 | First American Bank | 368,648 | $44.77M | 3.2% | +0.5% | 0.002% | |
10/24/2024 | Salomon & Ludwin LLC | 2,278 | $0.28M | 0.0% | -19.2% | 0.000% | |
10/24/2024 | TruNorth Capital Management LLC | 24,300 | $2.95M | 0.9% | +17,257.1% | 0.000% | |
10/24/2024 | Tributary Capital Management LLC | 28,240 | $3.43M | 0.3% | -6.9% | 0.000% | |
10/24/2024 | Peterson Wealth Advisors LLC | 3,422 | $0.42M | 0.1% | +13.5% | 0.000% | |
10/24/2024 | Ridgepath Capital Management LLC | 15,458 | $1.88M | 1.5% | +285.5% | 0.000% | |
10/24/2024 | Cavalier Investments LLC | 65,615 | $7.97M | 2.4% | -71.3% | 0.000% | |
10/24/2024 | First Financial Bankshares Inc | 426,052 | $51.74M | 1.1% | -13.3% | 0.002% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 103,143 | $12.53M | 3.4% | +7.9% | 0.000% | |
10/24/2024 | L. Roy Papp & Associates LLP | 3,471 | $0.42M | 0.1% | +2.5% | 0.000% | |
10/24/2024 | West Bancorporation Inc. | 9,933 | $1.21M | 0.8% | +3.2% | 0.000% | |
10/24/2024 | Pointe Capital Management LLC | 9,837 | $1.20M | 0.7% | +48.6% | 0.000% | |
10/24/2024 | Montz Harcus Wealth Management LLC | 17,886 | $2.17M | 1.3% | +1.5% | 0.000% | |
10/24/2024 | Custom Index Systems LLC | 36,016 | $4.37M | 2.4% | +5.2% | 0.000% | |
10/24/2024 | Motiv8 Investments LLC | 7,209 | $0.88M | 0.6% | -15.8% | 0.000% | |
10/24/2024 | Richardson Financial Services Inc. | 21,606 | $2.67M | 1.7% | +1.4% | 0.000% | |
10/24/2024 | New World Advisors LLC | 7,290 | $0.89M | 0.2% | +21.9% | 0.000% | |
10/24/2024 | Graham Capital Wealth Management LLC | 1,894 | $0.23M | 0.2% | N/A | 0.000% | |
10/24/2024 | Conscious Wealth Investments LLC | 1,873 | $0.23M | 0.2% | -14.1% | 0.000% | |
10/24/2024 | Sterling Investment Advisors Ltd. | 75,062 | $9.12M | 2.3% | +3.3% | 0.000% | |
10/24/2024 | OMNI 360 Wealth Inc. | 16,170 | $1.96M | 1.3% | +125.1% | 0.000% | |
10/24/2024 | Park Edge Advisors LLC | 13,308 | $1.62M | 0.5% | -12.4% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 446,461 | $54.22M | 2.3% | +12.8% | 0.002% | |
10/24/2024 | Ellis Investment Partners LLC | 9,173 | $1.11M | 0.2% | +9.4% | 0.000% | |
10/24/2024 | Alpha Financial Partners LLC | 3,509 | $0.43M | 0.3% | -51.3% | 0.000% | |
10/24/2024 | SRN Advisors LLC | 19,122 | $2.32M | 2.1% | -22.6% | 0.000% | |
10/24/2024 | Essex Financial Services Inc. | 191,435 | $23.25M | 1.1% | -3.9% | 0.001% | |
10/24/2024 | Barnes Pettey Financial Advisors LLC | 19,737 | $2.40M | 1.9% | +0.7% | 0.000% | |
10/24/2024 | Fortune Financial Advisors LLC | 2,282 | $0.28M | 0.3% | -33.8% | 0.000% | |
10/24/2024 | State of Alaska Department of Revenue | 3,207,781 | $389.55M | 4.1% | +6.0% | 0.013% | |
10/24/2024 | Carret Asset Management LLC | 62,638 | $7.61M | 0.8% | +16.7% | 0.000% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 5,734 | $0.70M | 0.3% | -17.7% | 0.000% | |
10/24/2024 | Valley National Advisers Inc. | 26,143 | $3.17M | 0.6% | -46.8% | 0.000% | |
10/24/2024 | Financial Management Professionals Inc. | 20,689 | $2.51M | 0.3% | -6.4% | 0.000% | |
10/24/2024 | Bay Harbor Wealth Management LLC | 2,706 | $0.33M | 0.1% | +29.5% | 0.000% | |
10/24/2024 | Paradigm Strategies in Wealth Management LLC | 2,184 | $0.27M | 0.2% | N/A | 0.000% | |
10/24/2024 | Capital Advisors Ltd. LLC | 17,225 | $2.09M | 0.3% | +4.8% | 0.000% | |
10/24/2024 | Fischer Investment Strategies LLC | 2,516 | $0.31M | 0.3% | +26.2% | 0.000% | |
10/24/2024 | Manchester Financial Inc. | 130,509 | $15.85M | 3.4% | -7.1% | 0.001% | |
10/24/2024 | Mcrae Capital Management Inc. | 3,325 | $0.40M | 0.1% | N/A | 0.000% | |
10/24/2024 | Kooman & Associates | 9,770 | $1.19M | 0.4% | -4.3% | 0.000% | |
10/24/2024 | Goldstein Advisors LLC | 31,246 | $3.80M | 0.6% | +11.8% | 0.000% | |
10/24/2024 | Kavar Capital Partners Group LLC | 169,668 | $20.60M | 3.3% | -0.5% | 0.001% | |
10/24/2024 | Frank Rimerman Advisors LLC | 496,030 | $60.24M | 4.3% | -14.5% | 0.002% | |
10/24/2024 | TCV Trust & Wealth Management Inc. | 6,000 | $0.73M | 0.1% | +31.3% | 0.000% | |
10/24/2024 | Clear Harbor Asset Management LLC | 94,123 | $11.43M | 0.9% | -16.2% | 0.000% | |
10/24/2024 | Smith Salley Wealth Management | 634,769 | $77.09M | 5.0% | +3.6% | 0.003% | |
10/24/2024 | Bristlecone Advisors LLC | 341,348 | $41.45M | 3.3% | -3.6% | 0.001% | |
10/24/2024 | National Mutual Insurance Federation of Agricultural Cooperatives | 315,000 | $38.25M | 0.3% | +40.0% | 0.001% | |
10/24/2024 | DekaBank Deutsche Girozentrale | 2,004,081 | $235.84M | 0.4% | -87.6% | 0.008% | |
10/24/2024 | Modera Wealth Management LLC | 126,929 | $15.41M | 0.2% | +10.0% | 0.001% | |
10/24/2024 | GHP Investment Advisors Inc. | 9,447 | $1.15M | 0.1% | -8.8% | 0.000% | |
10/24/2024 | MCF Advisors LLC | 57,079 | $6.93M | 0.5% | -3.1% | 0.000% | |
10/24/2024 | Farrow Financial Inc. | 42,342 | $5.14M | 3.2% | -10.0% | 0.000% | |
10/24/2024 | Boston Trust Walden Corp | 525,822 | $63.86M | 0.4% | +12.8% | 0.002% | |
10/24/2024 | Covenant Partners LLC | 42,506 | $5.16M | 1.5% | +9.4% | 0.000% | |
10/24/2024 | Global Wealth Management LLC | 2,141 | $0.26M | 0.2% | N/A | 0.000% | |
10/24/2024 | First Bank & Trust | 49,637 | $6.03M | 1.1% | -0.3% | 0.000% | |
10/24/2024 | Benedict Financial Advisors Inc. | 15,420 | $1.87M | 0.4% | -1.1% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 36,351 | $4.41M | 1.0% | -36.0% | 0.000% | |
10/24/2024 | PFG Investments LLC | 402,327 | $48.86M | 3.2% | -15.9% | 0.002% | |
10/24/2024 | Pathway Financial Advisers LLC | 13,836 | $1.68M | 0.0% | -1.6% | 0.000% | |