11/2/2024 | Costello Asset Management INC | 525 | $64K | 0.0% | -53.3% | 0.000% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 1,807 | $0.22M | 0.1% | N/A | 0.000% | |
11/2/2024 | Covestor Ltd | 1,325 | $0.16M | 0.1% | +48.4% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 299,093 | $36.24M | 0.7% | +0.3% | 0.022% | |
11/2/2024 | XML Financial LLC | 59,612 | $7.22M | 0.7% | -0.8% | 0.004% | |
11/1/2024 | Proficio Capital Partners LLC | 5,447 | $0.66M | 0.1% | -38.1% | 0.000% | |
11/1/2024 | Essex Savings Bank | 25,338 | $3.07M | 0.8% | -8.7% | 0.002% | |
11/1/2024 | Field & Main Bank | 18,570 | $2.25M | 0.8% | +1.3% | 0.001% | |
11/1/2024 | Primoris Wealth Advisors LLC | 8,264 | $1M | 0.7% | -17.5% | 0.001% | |
11/1/2024 | Tompkins Financial Corp | 4,944 | $0.60M | 0.1% | -2.0% | 0.000% | |
11/1/2024 | TCTC Holdings LLC | 86,544 | $10.49M | 0.4% | -2.6% | 0.007% | |
11/1/2024 | Bridges Investment Management Inc. | 29,127 | $3.53M | 0.0% | -2.6% | 0.002% | |
11/1/2024 | Klingman & Associates LLC | 6,147 | $0.75M | 0.0% | N/A | 0.000% | |
11/1/2024 | Processus Wealth & Capital Management LLC | 23,609 | $2.86M | 2.4% | -3.7% | 0.002% | |
11/1/2024 | Assetmark Inc. | 143,375 | $17.37M | 0.0% | +10.7% | 0.011% | |
11/1/2024 | Verdence Capital Advisors LLC | 32,443 | $3.93M | 0.3% | +8.0% | 0.002% | |
11/1/2024 | Rockbridge Investment Management LCC | 8,002 | $0.97M | 0.1% | -7.6% | 0.001% | |
11/1/2024 | Townsend & Associates Inc | 175,282 | $22.30M | 2.3% | +1.5% | 0.013% | |
11/1/2024 | Beta Wealth Group Inc. | 5,312 | $0.64M | 0.3% | +12.8% | 0.000% | |
11/1/2024 | Pegasus Partners Ltd. | 4,475 | $0.54M | 0.1% | +20.7% | 0.000% | |
11/1/2024 | Carson Advisory Inc. | 2,223 | $0.27M | 0.2% | -7.9% | 0.000% | |
11/1/2024 | Executive Wealth Management LLC | 3,060 | $0.37M | 0.0% | N/A | 0.000% | |
11/1/2024 | Bray Capital Advisors | 29,979 | $3.63M | 0.9% | -4.5% | 0.002% | |
11/1/2024 | Windward Capital Management Co. CA | 147,472 | $17.87M | 1.4% | +1.4% | 0.011% | |
11/1/2024 | Shoker Investment Counsel Inc. | 32,874 | $3.98M | 1.3% | -3.2% | 0.002% | |
11/1/2024 | SpiderRock Advisors LLC | 66,345 | $8.04M | 0.1% | -5.5% | 0.005% | |
11/1/2024 | CWA Asset Management Group LLC | 35,115 | $4.26M | 0.2% | N/A | 0.003% | |
11/1/2024 | Equitable Trust Co. | 23,457 | $2.84M | 0.2% | +3.9% | 0.002% | |
11/1/2024 | Burt Wealth Advisors | 1,687 | $0.20M | 0.1% | N/A | 0.000% | |
11/1/2024 | SFG Wealth Management LLC. | 2,078 | $0.25M | 0.1% | -38.3% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 726 | $88K | 0.0% | N/A | 0.000% | |
11/1/2024 | Physicians Financial Services Inc. | 14,813 | $1.80M | 0.6% | N/A | 0.001% | |
11/1/2024 | Philip James Wealth Mangement LLC | 14,417 | $1.75M | 0.2% | N/A | 0.001% | |
11/1/2024 | Heritage Wealth Management Inc. | 11,136 | $1.35M | 0.4% | -6.2% | 0.001% | |
11/1/2024 | Quantum Private Wealth LLC | 11,606 | $1.41M | 0.5% | -14.9% | 0.001% | |
11/1/2024 | Stiles Financial Services Inc | 26,360 | $3.19M | 1.1% | +0.4% | 0.002% | |
11/1/2024 | Winthrop Advisory Group LLC | 4,617 | $0.56M | 0.1% | +12.3% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 84,413 | $10.23M | 1.5% | -1.8% | 0.006% | |
10/31/2024 | Dudley Capital Management LLC | 10,740 | $1.30M | 0.7% | -1.4% | 0.001% | |
10/31/2024 | Portside Wealth Group LLC | 39,871 | $4.83M | 0.8% | +4.7% | 0.003% | |
10/31/2024 | Keynote Financial Services LLC | 30,524 | $3.70M | 2.8% | -1.9% | 0.002% | |
10/31/2024 | Consolidated Planning Corp | 3,027 | $0.37M | 0.1% | +17.8% | 0.000% | |
10/31/2024 | Western Pacific Wealth Management LP | 338 | $41K | 0.0% | N/A | 0.000% | |
10/31/2024 | JB Capital LLC | 86,216 | $10.45M | 0.6% | -0.5% | 0.006% | |
10/31/2024 | Keudell Morrison Wealth Management | 16,070 | $1.95M | 0.5% | -4.0% | 0.001% | |
10/31/2024 | Valley Brook Capital Group Inc. | 21,555 | $2.61M | 1.9% | -1.8% | 0.002% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 127,385 | $15.43M | 0.3% | -0.6% | 0.010% | |
10/31/2024 | Olstein Capital Management L.P. | 58,000 | $7.03M | 1.2% | -17.1% | 0.004% | |
10/31/2024 | Washington Trust Bank | 1,730 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Jmac Enterprises LLC | 4,845 | $0.59M | 0.1% | -21.2% | 0.000% | |
10/31/2024 | Woodmont Investment Counsel LLC | 13,897 | $1.68M | 0.1% | -1.6% | 0.001% | |
10/31/2024 | Cozad Asset Management Inc. | 3,662 | $0.44M | 0.0% | -23.1% | 0.000% | |
10/31/2024 | WoodTrust Financial Corp | 1,690 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Jackson Square Capital LLC | 4,533 | $0.55M | 0.1% | -2.2% | 0.000% | |
10/31/2024 | US Financial Advisors LLC | 3,927 | $0.48M | 0.1% | +10.5% | 0.000% | |
10/31/2024 | Exencial Wealth Advisors LLC | 123,606 | $14.98M | 0.5% | -4.8% | 0.009% | |
10/31/2024 | Graypoint LLC | 16,665 | $2.02M | 0.1% | +1.3% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 4,453 | $0.54M | 0.4% | N/A | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 7,391 | $0.90M | 0.3% | -23.9% | 0.001% | |
10/31/2024 | JNBA Financial Advisors | 1,685 | $0.20M | 0.0% | +7.4% | 0.000% | |
10/31/2024 | Smart Portfolios LLC | 6,754 | $0.82M | 0.8% | -1.5% | 0.001% | |
10/31/2024 | Concurrent Investment Advisors LLC | 64,252 | $7.79M | 0.2% | +2.1% | 0.005% | |
10/30/2024 | Radnor Capital Management LLC | 31,323 | $3.80M | 0.6% | +58.0% | 0.002% | |
10/30/2024 | Invictus Private Wealth LLC | 2,760 | $0.33M | 0.0% | -4.7% | 0.000% | |
10/30/2024 | One Plus One Wealth Management LLC | 4,200 | $0.51M | 0.3% | -5.5% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 5,714 | $0.69M | 0.2% | +9.8% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 14,893 | $1.80M | 0.1% | +4.0% | 0.001% | |
10/30/2024 | Balentine LLC | 3,314 | $0.40M | 0.0% | N/A | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 9,350 | $1.13M | 0.4% | -7.4% | 0.001% | |
10/30/2024 | Garland Capital Management Inc. | 36,075 | $4.37M | 3.4% | -14.5% | 0.003% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 1,682 | $0.20M | 0.0% | N/A | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 24,352 | $2.95M | 0.1% | +0.4% | 0.002% | |
10/30/2024 | NorthRock Partners LLC | 8,455 | $1.02M | 0.1% | -9.6% | 0.001% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 22,512 | $2.73M | 0.6% | +3.8% | 0.002% | |
10/30/2024 | Heritage Investors Management Corp | 270,083 | $32.72M | 1.1% | -3.5% | 0.020% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 34,410 | $4.28M | 0.8% | -0.9% | 0.003% | |
10/30/2024 | Pittenger & Anderson Inc. | 45,232 | $5.48M | 0.2% | +0.3% | 0.003% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 1,884 | $0.23M | 0.2% | -27.0% | 0.000% | |
10/30/2024 | Clarity Financial LLC | 90,501 | $10.97M | 1.3% | -3.4% | 0.007% | |
10/30/2024 | Amalgamated Bank | 265,610 | $32.18M | 0.3% | -1.1% | 0.020% | |
10/30/2024 | Sentry Investment Management LLC | 6,156 | $0.75M | 0.3% | -43.3% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 4,452 | $0.54M | 0.1% | +11.1% | 0.000% | |
10/30/2024 | ASB Consultores LLC | 4,542 | $0.55M | 0.2% | +35.4% | 0.000% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 31,020 | $3.76M | 0.5% | -1.3% | 0.002% | |
10/30/2024 | Greenwood Capital Associates LLC | 2,120 | $0.26M | 0.0% | -13.8% | 0.000% | |
10/30/2024 | Rational Advisors LLC | 446 | $54K | 0.0% | -81.2% | 0.000% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 12,176 | $1.48M | 0.7% | +26.0% | 0.001% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 4,413 | $0.54M | 0.1% | -17.1% | 0.000% | |
10/30/2024 | PDS Planning Inc | 5,370 | $0.65M | 0.1% | +10.3% | 0.000% | |
10/30/2024 | World Equity Group Inc. | 3,343 | $0.41M | 0.1% | -70.8% | 0.000% | |
10/30/2024 | TKG Advisors LLC | 18,255 | $2.21M | 1.1% | N/A | 0.001% | |
10/30/2024 | QRG Capital Management Inc. | 160,977 | $19.50M | 0.2% | +8.3% | 0.012% | |
10/30/2024 | Asset Management One Co. Ltd. | 495,484 | $60.03M | 0.2% | +1.8% | 0.037% | |
10/30/2024 | National Pension Service | 2,483,792 | $300.94M | 0.3% | +14.5% | 0.187% | |
10/30/2024 | CORDA Investment Management LLC. | 10,440 | $1.27M | 0.1% | -2.7% | 0.001% | |
10/30/2024 | Klingenstein Fields & Co. LP | 335,515 | $40.65M | 1.6% | -1.2% | 0.025% | |
10/30/2024 | Intact Investment Management Inc. | 117,900 | $14.29M | 0.5% | +17.1% | 0.009% | |
10/29/2024 | Old North State Wealth Management LLC | 10,455 | $1.27M | 0.7% | -18.3% | 0.001% | |
10/29/2024 | Northeast Investment Management | 16,096 | $1.95M | 0.1% | -0.7% | 0.001% | |
10/29/2024 | Roman Butler Fullerton & Co. | 8,875 | $1.11M | 0.3% | +1.6% | 0.001% | |