10/11/2024 | Lake Hills Wealth Management LLC | 10,165 | $1.23M | 0.8% | -40.3% | 0.000% | |
10/11/2024 | Wagner Wealth Management LLC | 7,368 | $0.90M | 0.2% | -31.3% | 0.000% | |
10/11/2024 | Northcape Capital Pty Ltd | 53,636 | $6.51M | 1.0% | -2.7% | 0.000% | |
10/11/2024 | Sunflower Bank N.A. | 18,820 | $2.29M | 0.6% | +6.2% | 0.000% | |
10/11/2024 | Stonekeep Investments LLC | 19,494 | $2.37M | 1.8% | +1.1% | 0.000% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 13,080 | $1.59M | 0.7% | -37.2% | 0.000% | |
10/10/2024 | Webster Bank N. A. | 270,094 | $32.80M | 3.5% | -14.9% | 0.001% | |
10/10/2024 | Sound Income Strategies LLC | 40,188 | $4.88M | 0.3% | +7.4% | 0.000% | |
10/10/2024 | Douglas Lane & Associates LLC | 2,170,804 | $263.62M | 3.6% | -8.9% | 0.009% | |
10/10/2024 | CVA Family Office LLC | 53,986 | $6.56M | 1.1% | +2.2% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 22,745 | $2.76M | 0.5% | -4.7% | 0.000% | |
10/10/2024 | McGuire Investment Group LLC | 387,687 | $47.08M | 6.6% | -2.6% | 0.002% | |
10/10/2024 | Willner & Heller LLC | 46,446 | $5.64M | 5.0% | -3.9% | 0.000% | |
10/10/2024 | JBR Co Financial Management Inc | 197,534 | $23.99M | 15.7% | +1.6% | 0.001% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 30,398 | $3.69M | 0.8% | +990.3% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 115,257 | $14M | 1.2% | +3.4% | 0.000% | |
10/10/2024 | Johnson Bixby & Associates LLC | 9,819 | $1.19M | 0.2% | +10.2% | 0.000% | |
10/10/2024 | Factory Mutual Insurance Co. | 3,106,048 | $377.20M | 3.9% | +2.8% | 0.013% | |
10/10/2024 | Shira Ridge Wealth Management | 5,416 | $0.66M | 0.3% | +1.9% | 0.000% | |
10/10/2024 | Birch Hill Investment Advisors LLC | 38,767 | $4.71M | 0.2% | -0.7% | 0.000% | |
10/10/2024 | Exchange Bank | 12,692 | $1.54M | 1.3% | -1.5% | 0.000% | |
10/10/2024 | Renaissance Investment Group LLC | 84,529 | $10.27M | 2.1% | +2.3% | 0.000% | |
10/10/2024 | Hart & Patterson Financial Group LLC | 3,596 | $0.44M | 0.2% | +6.4% | 0.000% | |
10/10/2024 | Ayrshire Capital Management LLC | 3,853 | $0.47M | 0.2% | -22.8% | 0.000% | |
10/10/2024 | Shaker Investments LLC OH | 66,949 | $8.13M | 3.4% | +7.9% | 0.000% | |
10/10/2024 | Ballew Advisors Inc | 3,775 | $0.50M | 0.3% | +4.7% | 0.000% | |
10/10/2024 | CHICAGO TRUST Co NA | 141,064 | $17.13M | 3.0% | +6.1% | 0.001% | |
10/10/2024 | FOCUS Wealth Advisors LLC | 10,280 | $1.25M | 0.6% | +2.1% | 0.000% | |
10/10/2024 | MorganRosel Wealth Management LLC | 5,640 | $0.69M | 0.2% | -21.3% | 0.000% | |
10/10/2024 | Exchange Traded Concepts LLC | 992,707 | $120.55M | 2.8% | +45.3% | 0.004% | |
10/10/2024 | Sowa Financial Group Inc. | 46,755 | $5.68M | 3.6% | -2.6% | 0.000% | |
10/10/2024 | Compton Wealth Advisory Group LLC | 2,393 | $0.29M | 0.1% | +19.7% | 0.000% | |
10/10/2024 | Carnegie Investment Counsel | 744,301 | $90.39M | 2.7% | -17.5% | 0.003% | |
10/10/2024 | Retirement Planning Group LLC | 12,272 | $1.49M | 0.1% | +10.3% | 0.000% | |
10/10/2024 | City State Bank | 35,293 | $4.29M | 1.6% | -5.3% | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 394,545 | $47.91M | 1.5% | +16.8% | 0.002% | |
10/10/2024 | Westend Capital Management LLC | 339,447 | $41.22M | 14.1% | +1.0% | 0.001% | |
10/10/2024 | Kings Path Partners LLC | 2,000 | $0.24M | 0.1% | N/A | 0.000% | |
10/10/2024 | Matrix Asset Advisors Inc. NY | 8,807 | $1.07M | 0.1% | +1.2% | 0.000% | |
10/10/2024 | Mechanics Bank Trust Department | 89,507 | $10.87M | 1.4% | +4.7% | 0.000% | |
10/10/2024 | InTrack Investment Management Inc | 26,883 | $3.27M | 2.3% | -9.5% | 0.000% | |
10/10/2024 | Montis Financial LLC | 6,502 | $0.79M | 0.3% | +6.2% | 0.000% | |
10/10/2024 | Brown Miller Wealth Management LLC | 282,662 | $34.33M | 13.3% | +0.4% | 0.001% | |
10/10/2024 | CRA Financial Services LLC | 110,571 | $13.43M | 2.5% | +8.3% | 0.000% | |
10/10/2024 | HCR Wealth Advisors | 264,764 | $32.15M | 4.2% | +9.3% | 0.001% | |
10/10/2024 | Avondale Wealth Management | 20,205 | $2.45M | 1.6% | +1.6% | 0.000% | |
10/10/2024 | Burns Matteson Capital Management LLC | 20,420 | $2.48M | 1.2% | +27.1% | 0.000% | |
10/10/2024 | Gateway Investment Advisers LLC | 4,713,808 | $572.45M | 6.3% | -3.5% | 0.019% | |
10/10/2024 | Code Waechter LLC | 6,148 | $0.75M | 0.7% | N/A | 0.000% | |
10/10/2024 | McNamara Financial Services Inc. | 16,500 | $2M | 0.4% | N/A | 0.000% | |
10/10/2024 | Covea Finance | 721,717 | $87.65M | 3.8% | -27.6% | 0.003% | |
10/10/2024 | Total Wealth Planning LLC | 2,275 | $0.28M | 0.0% | +3.6% | 0.000% | |
10/10/2024 | Guinness Atkinson Asset Management Inc | 68,485 | $8.32M | 4.0% | -1.5% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 7,717 | $0.94M | 0.4% | -4.8% | 0.000% | |
10/10/2024 | Requisite Capital Management LLC | 4,820 | $0.59M | 0.1% | -5.9% | 0.000% | |
10/10/2024 | Guinness Asset Management LTD | 321,837 | $39.08M | 0.7% | -1.7% | 0.001% | |
10/10/2024 | Perfromance Wealth Partners LLC | 1,306,313 | $158.64M | 5.5% | +2.7% | 0.005% | |
10/10/2024 | Avity Investment Management Inc. | 3,203 | $0.39M | 0.0% | -6.7% | 0.000% | |
10/10/2024 | Octavia Wealth Advisors LLC | 160,371 | $19.48M | 2.4% | -1.3% | 0.001% | |
10/10/2024 | Next Level Private LLC | 3,365 | $0.41M | 0.2% | +15.8% | 0.000% | |
10/10/2024 | Paragon Capital Management Ltd | 3,010 | $0.37M | 0.1% | -16.6% | 0.000% | |
10/10/2024 | Asio Capital LLC | 169,104 | $20.54M | 3.9% | -1.3% | 0.001% | |
10/10/2024 | Meyer Handelman Co. | 134,560 | $16.34M | 0.6% | +2.1% | 0.001% | |
10/10/2024 | Bennett Selby Investments LP | 19,528 | $2.37M | 1.0% | +14.3% | 0.000% | |
10/10/2024 | Lloyd Advisory Services LLC. | 13,461 | $1.64M | 0.8% | +11.6% | 0.000% | |
10/10/2024 | First Affirmative Financial Network | 46,019 | $5.59M | 3.1% | +2.3% | 0.000% | |
10/10/2024 | RFG Holdings Inc. | 14,953 | $1.82M | 0.6% | -17.1% | 0.000% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 11,111 | $1.35M | 0.3% | +18.5% | 0.000% | |
10/10/2024 | Lion Street Advisors LLC | 33,792 | $4.10M | 1.4% | +0.3% | 0.000% | |
10/10/2024 | Simplicity Wealth LLC | 203,504 | $24.71M | 2.3% | -70.1% | 0.001% | |
10/10/2024 | Wynn Capital LLC | 1,880 | $0.23M | 0.1% | -13.8% | 0.000% | |
10/10/2024 | Fiduciary Financial Group LLC | 66,437 | $8.83M | 2.0% | -2.9% | 0.000% | |
10/10/2024 | MADDEN SECURITIES Corp | 104,652 | $12.71M | 5.5% | -14.1% | 0.000% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 1,021,599 | $124.07M | 6.6% | +44.5% | 0.004% | |
10/9/2024 | LongView Wealth Management | 21,066 | $2.56M | 0.8% | +11.0% | 0.000% | |
10/9/2024 | Juncture Wealth Strategies LLC | 10,070 | $1.22M | 0.5% | +4.5% | 0.000% | |
10/9/2024 | Red Mountain Financial LLC | 25,113 | $3.05M | 3.2% | -7.3% | 0.000% | |
10/9/2024 | Iowa State Bank | 87,256 | $10.60M | 2.2% | +16.8% | 0.000% | |
10/9/2024 | Pacific Sun Financial Corp | 9,339 | $1.13M | 0.6% | +20.6% | 0.000% | |
10/9/2024 | Nvest Financial LLC | 14,376 | $1.75M | 1.0% | +9.4% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 23,501 | $2.85M | 0.2% | +11.5% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 32,669 | $3.97M | 0.8% | +4.9% | 0.000% | |
10/9/2024 | Davies Financial Advisors Inc. | 26,795 | $3.25M | 2.8% | +1.1% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 37,911 | $4.60M | 0.6% | -0.4% | 0.000% | |
10/9/2024 | DLK Investment Management LLC | 7,039 | $0.86M | 0.3% | +7.1% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 54,928 | $6.67M | 2.5% | -2.9% | 0.000% | |
10/9/2024 | Castle Rock Wealth Management LLC | 126,380 | $16.25M | 3.9% | -36.1% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 70,482 | $8.56M | 1.1% | +1.6% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 4,882 | $0.59M | 0.3% | +3.8% | 0.000% | |
10/9/2024 | Strong Tower Advisory Services | 148,901 | $18.08M | 5.0% | -17.9% | 0.001% | |
10/9/2024 | Guild Investment Management Inc. | 67,535 | $8.20M | 8.7% | +2.5% | 0.000% | |
10/9/2024 | Successful Portfolios LLC | 63,387 | $7.70M | 5.2% | -0.5% | 0.000% | |
10/9/2024 | Jessup Wealth Management Inc | 142,915 | $17.36M | 8.0% | +35.6% | 0.001% | |
10/9/2024 | Profit Investment Management LLC | 15,700 | $1.91M | 1.5% | -3.8% | 0.000% | |
10/9/2024 | Sarasin & Partners LLP | 4,309,660 | $523.37M | 4.9% | -18.2% | 0.018% | |
10/9/2024 | Towerpoint Wealth LLC | 17,818 | $2.16M | 1.0% | -8.4% | 0.000% | |
10/9/2024 | Scott Capital Advisors LLC | 12,967 | $1.58M | 0.4% | -1.4% | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 88,131 | $10.70M | 2.3% | +55.1% | 0.000% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 819,049 | $99.47M | 6.7% | -0.1% | 0.003% | |
10/9/2024 | Trevian Wealth Management LLC | 4,520 | $0.55M | 0.5% | +2.3% | 0.000% | |