10/8/2024 | Hall Laurie J Trustee | 91,344 | $11.09M | 3.5% | -19.6% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 434,121 | $52.72M | 12.7% | -1.1% | 0.002% | |
10/8/2024 | Objectivity Squared LLC | 9,514 | $1.22M | 0.8% | +17.3% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 5,532 | $0.67M | 0.5% | +5.1% | 0.000% | |
10/8/2024 | First National Corp MA ADV | 12,863 | $1.56M | 0.3% | +3.1% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 9,334 | $1.13M | 0.8% | +10.4% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 126,397 | $16.14M | 2.1% | +79.9% | 0.001% | |
10/8/2024 | Connective Portfolio Management LLC | 27,385 | $3.37M | 3.7% | -24.1% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 31,508 | $3.83M | 0.8% | +3,362.4% | 0.000% | |
10/8/2024 | First PREMIER Bank | 18,490 | $2.25M | 0.6% | +7.5% | 0.000% | |
10/8/2024 | ACT Wealth Management LLC | 5,446 | $0.66M | 0.3% | -25.8% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 68,825 | $8.36M | 1.2% | +1.8% | 0.000% | |
10/8/2024 | True North Advisors LLC | 22,386 | $2.72M | 0.7% | +5.8% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 9,380 | $1.14M | 0.8% | -32.1% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 35,766 | $4.34M | 0.4% | +7.1% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 4,290 | $0.52M | 0.4% | +4.6% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 20,105 | $2.44M | 0.9% | +11.3% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 84,669 | $10.28M | 7.5% | -0.5% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 39,986 | $4.86M | 1.1% | -12.3% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 41,000 | $4.98M | 1.1% | -9.4% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 84,196 | $10.23M | 1.0% | +28.2% | 0.000% | |
10/8/2024 | Pathway Financial Advisors LLC | 23,263 | $2.83M | 0.7% | -1.2% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 75,505 | $9.17M | 4.5% | -10.8% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 65,249 | $7.92M | 3.1% | -1.4% | 0.000% | |
10/8/2024 | WealthCare Investment Partners LLC | 5,747 | $0.73M | 0.3% | -11.7% | 0.000% | |
10/8/2024 | Udine Wealth Management Inc. | 11,811 | $1.43M | 1.0% | +15.6% | 0.000% | |
10/8/2024 | Sage Capital Advisors llc | 152,579 | $18.53M | 4.8% | -0.6% | 0.001% | |
10/8/2024 | Gratus Wealth Advisors LLC | 64,438 | $8.23M | 1.3% | +16.1% | 0.000% | |
10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 26,119 | $3.17M | 3.3% | +0.6% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 232,600 | $28.25M | 3.4% | +3.6% | 0.001% | |
10/8/2024 | Cape ANN Savings Bank | 21,618 | $2.63M | 1.5% | +58.0% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 928,490 | $112.76M | 1.7% | +5.8% | 0.004% | |
10/8/2024 | Olistico Wealth LLC | 41,761 | $5.07M | 3.1% | +7.5% | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 1,864 | $0.23M | 0.1% | N/A | 0.000% | |
10/8/2024 | City Holding Co. | 89,165 | $10.83M | 1.5% | +4.6% | 0.000% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 509,691 | $61.90M | 18.7% | -0.1% | 0.002% | |
10/8/2024 | Artemis Investment Management LLP | 2,396,210 | $291M | 4.4% | -23.2% | 0.010% | |
10/8/2024 | Mattson Financial Services LLC | 53,180 | $6.57M | 2.3% | -0.7% | 0.000% | |
10/8/2024 | Country Trust Bank | 1,590,861 | $193.19M | 4.7% | -2.4% | 0.006% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 17,100 | $2.08M | 0.4% | +4.1% | 0.000% | |
10/8/2024 | Park Place Capital Corp | 58,626 | $7.12M | 2.0% | +78.2% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 189,152 | $22.97M | 1.4% | -1.6% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 35,114 | $4.26M | 2.2% | +0.9% | 0.000% | |
10/8/2024 | Lbmc Investment Advisors LLC | 11,121 | $1.35M | 0.1% | +8.6% | 0.000% | |
10/8/2024 | Dakota Community Bank & Trust NA | 3,102 | $0.38M | 1.9% | +5.5% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 32,943 | $4M | 0.5% | -1.1% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 307,447 | $37.34M | 2.5% | -5.5% | 0.001% | |
10/8/2024 | Bridge Creek Capital Management LLC | 28,128 | $3.42M | 1.0% | -8.3% | 0.000% | |
10/8/2024 | Clean Yield Group | 77,694 | $9.44M | 3.0% | +332.8% | 0.000% | |
10/8/2024 | Marion Wealth Management | 24,880 | $3.02M | 0.8% | -6.9% | 0.000% | |
10/8/2024 | White Wing Wealth Management | 13,327 | $1.62M | 1.2% | -1.1% | 0.000% | |
10/8/2024 | Advance Capital Management Inc. | 29,754 | $3.61M | 0.2% | +3.9% | 0.000% | |
10/8/2024 | MBM Wealth Consultants LLC | 16,304 | $1.98M | 0.6% | +5.0% | 0.000% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 4,041 | $0.49M | 0.1% | +18.5% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 406,472 | $49.36M | 1.5% | +2.1% | 0.002% | |
10/8/2024 | Tlwm | 10,142 | $1.23M | 0.2% | +3.9% | 0.000% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 21,861 | $2.66M | 0.8% | +221.5% | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 1,781,144 | $207.04M | 1.9% | +6,600.6% | 0.007% | |
10/8/2024 | Evanson Asset Management LLC | 51,237 | $6.22M | 0.4% | +1.5% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 631,667 | $76.71M | 3.4% | +7.0% | 0.003% | |
10/8/2024 | Chesley Taft & Associates LLC | 470,369 | $57.12M | 2.7% | +0.7% | 0.002% | |
10/8/2024 | Eastover Investment Advisors LLC | 85,025 | $10.33M | 4.8% | -11.9% | 0.000% | |
10/8/2024 | Cardinal Point Capital Management ULC | 6,780 | $0.82M | 0.1% | +62.2% | 0.000% | |
10/8/2024 | Skyline Advisors Inc. | 7,537 | $0.92M | 0.4% | -5.1% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 59,882 | $7.27M | 1.4% | -1.8% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 45,096 | $5.48M | 0.9% | +141.0% | 0.000% | |
10/8/2024 | Exeter Financial LLC | 2,394 | $0.29M | 0.1% | +28.1% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 23,285 | $2.83M | 0.5% | +6.9% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 168,500 | $20.46M | 6.6% | +1.5% | 0.001% | |
10/8/2024 | Werlinich Asset Management LLC | 228,160 | $27.71M | 16.0% | -9.8% | 0.001% | |
10/8/2024 | Bangor Savings Bank | 8,729 | $1.06M | 0.1% | +538.6% | 0.000% | |
10/8/2024 | Affinity Capital Advisors LLC | 6,702 | $0.81M | 0.2% | -11.9% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 101,791 | $12.36M | 2.8% | +1.3% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 19,053 | $2.31M | 0.5% | +1.5% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 86,517 | $10.51M | 1.0% | +5.0% | 0.000% | |
10/8/2024 | Stonebridge Capital Management Inc. | 45,510 | $5.53M | 2.2% | +0.3% | 0.000% | |
10/8/2024 | Verde Servicos Internacionais S.A. | 150,887 | $18.32M | 8.5% | +79.8% | 0.001% | |
10/8/2024 | Greenfield Savings Bank | 36,406 | $4.42M | 2.1% | +4.4% | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 9,147 | $1.11M | 0.1% | -6.3% | 0.000% | |
10/8/2024 | Atwood & Palmer Inc. | 11,807 | $1.43M | 0.1% | -1.7% | 0.000% | |
10/8/2024 | Mather Group LLC. | 164,797 | $20.01M | 0.3% | +964.2% | 0.001% | |
10/8/2024 | City Center Advisors LLC | 5,552 | $0.67M | 0.7% | +498.9% | 0.000% | |
10/8/2024 | Security National Bank | 502,537 | $61.03M | 8.3% | -5.2% | 0.002% | |
10/8/2024 | Kure Advisory LLC | 6,518 | $0.79M | 0.7% | +1.4% | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 5,605 | $0.68M | 0.3% | N/A | 0.000% | |
10/7/2024 | Green Alpha Advisors LLC | 14,240 | $1.73M | 1.4% | -16.7% | 0.000% | |
10/7/2024 | Sara Bay Financial | 357,601 | $43.43M | 17.9% | -1.0% | 0.001% | |
10/7/2024 | Bank of New Hampshire | 52,484 | $6.37M | 1.6% | +3.5% | 0.000% | |
10/7/2024 | Hurlow Wealth Management Group Inc. | 2,848 | $0.35M | 0.1% | +8.9% | 0.000% | |
10/7/2024 | IMZ Advisory Inc | 18,542 | $2.32M | 1.1% | +1.6% | 0.000% | |
10/7/2024 | Cypress Financial Planning LLC | 2,570 | $0.31M | 0.1% | +5.9% | 0.000% | |
10/7/2024 | Foresight Capital Management Advisors Inc. | 38,035 | $4.62M | 2.7% | -12.5% | 0.000% | |
10/7/2024 | Sterling Group Wealth Management LLC | 3,353 | $0.41M | 0.2% | +31.4% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 2,907 | $0.35M | 0.2% | +505.6% | 0.000% | |
10/7/2024 | Foster Group Inc. | 25,721 | $3.12M | 0.1% | -0.3% | 0.000% | |
10/7/2024 | Oak Asset Management LLC | 98,068 | $11.91M | 4.2% | +0.6% | 0.000% | |
10/7/2024 | Salvus Wealth Management LLC | 17,802 | $2.16M | 1.3% | -4.4% | 0.000% | |
10/7/2024 | SignalPoint Asset Management LLC | 57,162 | $6.94M | 1.6% | +2.8% | 0.000% | |
10/7/2024 | Myecfo LLC | 3,252 | $0.40M | 0.2% | +38.4% | 0.000% | |
10/7/2024 | Fragasso Financial Advisors Inc | 121,152 | $14.71M | 1.1% | +0.5% | 0.000% | |