10/10/2024 | Sawyer & Company Inc | 73,325 | $12.50M | 4.6% | -0.1% | 0.003% | |
10/10/2024 | Webster Bank N. A. | 57,407 | $9.78M | 1.0% | -5.3% | 0.002% | |
10/10/2024 | Sound Income Strategies LLC | 3,158 | $0.54M | 0.0% | +21.6% | 0.000% | |
10/10/2024 | Douglas Lane & Associates LLC | 583,288 | $99.39M | 1.4% | -3.4% | 0.021% | |
10/10/2024 | CVA Family Office LLC | 7,579 | $1.29M | 0.2% | +2.6% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 1,246 | $0.21M | 0.0% | N/A | 0.000% | |
10/10/2024 | McGlone Suttner Wealth Management Inc. | 4,547 | $0.78M | 0.2% | +24.9% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 10,276 | $1.75M | 0.2% | +6.7% | 0.000% | |
10/10/2024 | Johnson Bixby & Associates LLC | 3,500 | $0.60M | 0.1% | +2.9% | 0.000% | |
10/10/2024 | Factory Mutual Insurance Co. | 122,996 | $20.96M | 0.2% | -2.9% | 0.004% | |
10/10/2024 | Birch Hill Investment Advisors LLC | 33,956 | $5.79M | 0.3% | -1.0% | 0.001% | |
10/10/2024 | CHICAGO TRUST Co NA | 37,152 | $6.33M | 1.1% | -0.6% | 0.001% | |
10/10/2024 | Exchange Traded Concepts LLC | 4,587 | $0.78M | 0.0% | +157.0% | 0.000% | |
10/10/2024 | Carnegie Investment Counsel | 40,436 | $6.89M | 0.2% | -1.0% | 0.001% | |
10/10/2024 | Retirement Planning Group LLC | 3,281 | $0.56M | 0.0% | +9.1% | 0.000% | |
10/10/2024 | Cardinal Capital Management Inc. | 220,342 | $37.55M | 1.5% | -1.0% | 0.008% | |
10/10/2024 | Annex Advisory Services LLC | 180,337 | $30.73M | 1.0% | +6.5% | 0.007% | |
10/10/2024 | Mechanics Bank Trust Department | 76,106 | $12.97M | 1.7% | -1.1% | 0.003% | |
10/10/2024 | CRA Financial Services LLC | 1,963 | $0.33M | 0.1% | -5.3% | 0.000% | |
10/10/2024 | Avondale Wealth Management | 300 | $51K | 0.0% | N/A | 0.000% | |
10/10/2024 | Ritholtz Wealth Management | 72,856 | $12.42M | 0.4% | -12.3% | 0.003% | |
10/10/2024 | Gateway Investment Advisers LLC | 418,519 | $71.32M | 0.8% | -2.1% | 0.015% | |
10/10/2024 | Perfromance Wealth Partners LLC | 185,981 | $31.69M | 1.1% | +3.3% | 0.007% | |
10/10/2024 | Avity Investment Management Inc. | 32,501 | $5.54M | 0.4% | -2.4% | 0.001% | |
10/10/2024 | Octavia Wealth Advisors LLC | 5,945 | $1.01M | 0.1% | +1.3% | 0.000% | |
10/10/2024 | Asio Capital LLC | 1,320 | $0.23M | 0.0% | N/A | 0.000% | |
10/10/2024 | First Affirmative Financial Network | 4,913 | $0.84M | 0.5% | +16.9% | 0.000% | |
10/10/2024 | Simplicity Wealth LLC | 11,746 | $2M | 0.2% | -76.0% | 0.000% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 151,188 | $25.76M | 1.4% | +33.2% | 0.005% | |
10/9/2024 | Iowa State Bank | 34,731 | $5.92M | 1.2% | -3.5% | 0.001% | |
10/9/2024 | Pacific Sun Financial Corp | 1,406 | $0.24M | 0.1% | -12.5% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 7,983 | $1.36M | 0.1% | -9.2% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 2,991 | $0.51M | 0.1% | +10.0% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 18,862 | $3.21M | 0.4% | +2.7% | 0.001% | |
10/9/2024 | Congress Park Capital LLC | 15,249 | $2.60M | 1.0% | -2.9% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 3,021 | $0.52M | 0.1% | +27.8% | 0.000% | |
10/9/2024 | Guild Investment Management Inc. | 8,606 | $1.47M | 1.6% | -5.4% | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 29,158 | $4.97M | 1.1% | +65.6% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 209,350 | $35.67M | 2.4% | -1.5% | 0.008% | |
10/9/2024 | Clarius Group LLC | 20,298 | $3.45M | 0.2% | -2.4% | 0.001% | |
10/9/2024 | Stolper Co | 58,497 | $9.97M | 3.3% | -0.5% | 0.002% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 5,603 | $0.96M | 0.3% | +1.6% | 0.000% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 4,050 | $0.69M | 0.1% | +22.2% | 0.000% | |
10/9/2024 | San Luis Wealth Advisors LLC | 5,300 | $0.90M | 0.2% | N/A | 0.000% | |
10/9/2024 | Albion Financial Group UT | 162,306 | $27.66M | 1.9% | +0.8% | 0.006% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 1,232 | $0.22M | 0.0% | N/A | 0.000% | |
10/9/2024 | Agate Pass Investment Management LLC | 21,516 | $3.67M | 1.8% | +0.5% | 0.001% | |
10/9/2024 | Contravisory Investment Management Inc. | 3,166 | $0.54M | 0.1% | +14,290.9% | 0.000% | |
10/9/2024 | LifePro Asset Management | 4,957 | $0.85M | 0.5% | +9.1% | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 2,668 | $0.46M | 0.1% | +6.7% | 0.000% | |
10/9/2024 | Boston Common Asset Management LLC | 24,330 | $4.15M | 0.1% | -55.4% | 0.001% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 82,125 | $13.99M | 5.0% | +0.1% | 0.003% | |
10/9/2024 | Capital Insight Partners LLC | 38,761 | $6.61M | 1.2% | +0.4% | 0.001% | |
10/9/2024 | Tobam | 41,926 | $7.14M | 1.3% | -24.2% | 0.002% | |
10/9/2024 | Sendero Wealth Management LLC | 1,591 | $0.27M | 0.0% | -31.3% | 0.000% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 36,665 | $6.25M | 1.2% | -8.5% | 0.001% | |
10/9/2024 | Quotient Wealth Partners LLC | 12,499 | $2.13M | 0.1% | -13.4% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 14,364 | $2.45M | 1.9% | -30.8% | 0.001% | |
10/9/2024 | Financial Advisory Partners LLC | 28,569 | $4.87M | 1.6% | -3.0% | 0.001% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 5,870 | $1M | 0.1% | +1.2% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 142,013 | $24.20M | 0.4% | +60.7% | 0.005% | |
10/9/2024 | Cypress Wealth Services LLC | 5,749 | $0.98M | 0.2% | +2.3% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 6,007 | $1.02M | 0.2% | -1.2% | 0.000% | |
10/9/2024 | Morton Capital Management LLC CA | 9,670 | $1.65M | 0.3% | +17.6% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 1,410 | $0.24M | 0.3% | N/A | 0.000% | |
10/9/2024 | Perpetual Ltd | 1,058,601 | $180.39M | 2.0% | +43.3% | 0.038% | |
10/9/2024 | Wealth Group Ltd | 1,300 | $0.22M | 0.1% | N/A | 0.000% | |
10/9/2024 | TL Private Wealth | 1,710 | $0.29M | 0.1% | +5.6% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 4,041 | $0.69M | 0.2% | -2.3% | 0.000% | |
10/9/2024 | Patten Group Inc. | 6,980 | $1.19M | 0.3% | +69.8% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 5,515 | $0.94M | 0.3% | +42.6% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 8,636 | $1.47M | 0.6% | +0.8% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 266,248 | $45.37M | 1.5% | -0.5% | 0.010% | |
10/9/2024 | Wedmont Private Capital | 89,486 | $15.21M | 0.9% | +14.2% | 0.003% | |
10/9/2024 | Marcum Wealth LLC | 13,082 | $2.23M | 0.2% | -3.7% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 2,992 | $0.51M | 0.1% | -4.7% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 158,421 | $27M | 3.3% | -0.3% | 0.006% | |
10/8/2024 | CWM LLC | 327,345 | $55.78M | 0.2% | -1.0% | 0.012% | |
10/8/2024 | West Financial Advisors LLC | 1,377 | $0.24M | 0.0% | -4.7% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 98,906 | $16.85M | 0.6% | +3.6% | 0.004% | |
10/8/2024 | Eagle Wealth Strategies LLC | 4,077 | $0.70M | 0.5% | +86.1% | 0.000% | |
10/8/2024 | Connective Portfolio Management LLC | 1,100 | $0.19M | 0.2% | N/A | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 40,083 | $6.83M | 1.5% | -2.4% | 0.001% | |
10/8/2024 | ShankerValleau Wealth Advisors Inc. | 400,617 | $68.27M | 23.3% | +80.6% | 0.014% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,496 | $0.77M | 0.1% | +76.7% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 425 | $72K | 0.1% | N/A | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 1,755 | $0.30M | 0.1% | N/A | 0.000% | |
10/8/2024 | St. Louis Financial Planners Asset Management LLC | 14,689 | $2.51M | 2.0% | +3.3% | 0.001% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 50,403 | $8.59M | 0.8% | -17.8% | 0.002% | |
10/8/2024 | Hoxton Planning & Management LLC | 3,125 | $0.53M | 0.2% | -4.7% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 1,300 | $0.22M | 0.0% | N/A | 0.000% | |
10/8/2024 | Cape ANN Savings Bank | 5,755 | $0.98M | 0.6% | +6.3% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 28,458 | $4.85M | 0.1% | +2.3% | 0.001% | |
10/8/2024 | Reliant Investment Management LLC | 35,906 | $6.12M | 2.9% | -0.3% | 0.001% | |
10/8/2024 | City Holding Co. | 24,654 | $4.20M | 0.6% | +7.3% | 0.001% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 2,103 | $0.36M | 0.1% | +6.5% | 0.000% | |
10/8/2024 | Artemis Investment Management LLP | 579,503 | $98.75M | 1.5% | +179.4% | 0.021% | |
10/8/2024 | Mattson Financial Services LLC | 9,869 | $1.68M | 0.6% | -0.7% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 14,579 | $2.48M | 0.2% | -2.8% | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 2,064 | $0.35M | 0.2% | +6.8% | 0.000% | |