10/17/2024 | Trust Point Inc. | 4,637 | $0.71M | 0.1% | -9.9% | 0.001% | |
10/17/2024 | Aaron Wealth Advisors LLC | 1,985 | $0.30M | 0.0% | +21.8% | 0.000% | |
10/17/2024 | Stonegate Investment Group LLC | 19,858 | $3.04M | 0.1% | -1.1% | 0.003% | |
10/17/2024 | M3 Advisory Group LLC | 5,996 | $0.92M | 0.7% | +2.4% | 0.001% | |
10/17/2024 | Claro Advisors LLC | 1,820 | $0.28M | 0.0% | -68.6% | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 1,482 | $0.23M | 0.0% | -10.9% | 0.000% | |
10/17/2024 | Sax Wealth Advisors LLC | 6,212 | $0.95M | 0.1% | -1.5% | 0.001% | |
10/17/2024 | BCS Wealth Management | 1,470 | $0.23M | 0.1% | N/A | 0.000% | |
10/17/2024 | Howard Capital Management Group LLC | 298,724 | $45.74M | 3.2% | -0.8% | 0.042% | |
10/17/2024 | LexAurum Advisors LLC | 4,923 | $0.75M | 0.2% | -1.4% | 0.001% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 75,267 | $11.53M | 0.1% | +2.0% | 0.011% | |
10/17/2024 | Bar Harbor Wealth Management | 5,224 | $0.80M | 0.1% | -3.0% | 0.001% | |
10/17/2024 | Heirloom Wealth Management | 7,164 | $1.10M | 0.3% | -6.8% | 0.001% | |
10/17/2024 | TruWealth Advisors LLC | 4,994 | $0.77M | 0.0% | -1.4% | 0.001% | |
10/17/2024 | Ellsworth Advisors LLC | 42,137 | $6.45M | 1.7% | -0.2% | 0.006% | |
10/16/2024 | Trust Co. of Vermont | 2,240 | $0.34M | 0.0% | +3.1% | 0.000% | |
10/16/2024 | Bleakley Financial Group LLC | 23,700 | $3.63M | 0.1% | -29.0% | 0.003% | |
10/16/2024 | Optimum Investment Advisors | 2,300 | $0.35M | 0.2% | -14.8% | 0.000% | |
10/16/2024 | Compass Wealth Management LLC | 44,158 | $6.76M | 1.6% | -1.3% | 0.006% | |
10/16/2024 | Riversedge Advisors LLC | 1,382 | $0.21M | 0.0% | N/A | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 45,301 | $6.94M | 0.2% | -4.5% | 0.006% | |
10/16/2024 | Mitchell & Pahl Private Wealth LLC | 13,881 | $2.13M | 1.0% | -1.4% | 0.002% | |
10/16/2024 | Good Life Advisors LLC | 11,633 | $1.78M | 0.1% | -0.6% | 0.002% | |
10/16/2024 | Naviter Wealth LLC | 6,379 | $0.98M | 0.1% | +6.3% | 0.001% | |
10/16/2024 | Beech Hill Advisors Inc. | 25,060 | $3.84M | 1.5% | -4.0% | 0.004% | |
10/16/2024 | Cornerstone Wealth Management LLC | 57,897 | $8.87M | 0.6% | -1.8% | 0.008% | |
10/16/2024 | Bfsg LLC | 576 | $88K | 0.0% | -11.5% | 0.000% | |
10/16/2024 | Rheos Capital Works Inc. | 103,000 | $15.77M | 0.8% | +25.6% | 0.014% | |
10/16/2024 | Amplius Wealth Advisors LLC | 128,914 | $19.74M | 2.2% | +1.1% | 0.018% | |
10/16/2024 | Transform Wealth LLC | 19,555 | $2.99M | 0.2% | -3.4% | 0.003% | |
10/16/2024 | Vontobel Holding Ltd. | 27,688 | $4.24M | 0.0% | +125.0% | 0.004% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 4,910 | $0.75M | 0.0% | -4.0% | 0.001% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,255 | $1.72M | 0.2% | +7.3% | 0.002% | |
10/16/2024 | Bill Few Associates Inc. | 36,360 | $5.57M | 2.0% | -1.1% | 0.005% | |
10/16/2024 | Griffin Asset Management Inc. | 66,864 | $10.24M | 1.1% | -0.8% | 0.009% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 92,411 | $14.15M | 2.1% | +2.2% | 0.013% | |
10/16/2024 | Opal Wealth Advisors LLC | 2,582 | $0.40M | 0.1% | -7.2% | 0.000% | |
10/16/2024 | Asset Dedication LLC | 898 | $0.14M | 0.0% | +18.9% | 0.000% | |
10/16/2024 | CFM Wealth Partners LLC | 2,434 | $0.37M | 0.1% | +21.8% | 0.000% | |
10/15/2024 | First United Bank & Trust | 12,680 | $1.94M | 0.7% | -4.3% | 0.002% | |
10/15/2024 | Donor Advised Charitable Giving Inc. | 1,659 | $0.25M | 0.0% | -13.8% | 0.000% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 3,400 | $0.52M | 0.3% | +13.3% | 0.000% | |
10/15/2024 | Magnus Financial Group LLC | 18,425 | $2.82M | 0.3% | -1.9% | 0.003% | |
10/15/2024 | First Pacific Financial | 9,435 | $1.45M | 0.3% | +2.3% | 0.001% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 4,586 | $0.70M | 0.1% | N/A | 0.001% | |
10/15/2024 | RDA Financial Network | 10,923 | $1.67M | 0.5% | -1.4% | 0.002% | |
10/15/2024 | Watershed Private Wealth LLC | 1,801 | $0.28M | 0.1% | +6.3% | 0.000% | |
10/15/2024 | Zhang Financial LLC | 9,396 | $1.44M | 0.1% | -8.8% | 0.001% | |
10/15/2024 | Norway Savings Bank | 13,094 | $2.01M | 1.1% | +3.2% | 0.002% | |
10/15/2024 | NBC Securities Inc. | 5,086 | $0.78M | 0.1% | -3.5% | 0.001% | |
10/11/2024 | Creative Planning | 237,936 | $36.44M | 0.0% | +4.2% | 0.033% | |
10/11/2024 | Wesbanco Bank Inc. | 3,156 | $0.48M | 0.0% | -2.0% | 0.000% | |
10/11/2024 | CX Institutional | 2,663 | $0.41M | 0.0% | +4.8% | 0.000% | |
10/11/2024 | Kathleen S. Wright Associates Inc. | 1,740 | $0.27M | 0.1% | +14.9% | 0.000% | |
10/11/2024 | Stablepoint Partners LLC | 37,609 | $5.76M | 1.0% | -3.9% | 0.005% | |
10/11/2024 | Sapient Capital LLC | 4,143 | $0.63M | 0.0% | +4.1% | 0.001% | |
10/11/2024 | Procyon Advisors LLC | 12,657 | $1.94M | 0.1% | -3.1% | 0.002% | |
10/11/2024 | Paladin Wealth LLC | 1,139 | $0.17M | 0.2% | N/A | 0.000% | |
10/11/2024 | Armstrong Advisory Group Inc. | 3,445 | $0.53M | 0.0% | -2.8% | 0.000% | |
10/11/2024 | Rise Advisors LLC | 3,038 | $0.47M | 0.2% | +4.8% | 0.000% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 641,258 | $98.20M | 1.5% | +25.0% | 0.089% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 4,960 | $0.76M | 0.3% | +2.1% | 0.001% | |
10/10/2024 | Webster Bank N. A. | 188 | $29K | 0.0% | -62.1% | 0.000% | |
10/10/2024 | Douglas Lane & Associates LLC | 740,485 | $113.39M | 1.6% | -6.1% | 0.104% | |
10/10/2024 | CVA Family Office LLC | 1,222 | $0.19M | 0.0% | +6.4% | 0.000% | |
10/10/2024 | Renaissance Investment Group LLC | 10,281 | $1.57M | 0.3% | -5.9% | 0.001% | |
10/10/2024 | Ayrshire Capital Management LLC | 9,873 | $1.51M | 0.7% | +1.4% | 0.001% | |
10/10/2024 | CHICAGO TRUST Co NA | 8,055 | $1.23M | 0.2% | +39.8% | 0.001% | |
10/10/2024 | Exchange Traded Concepts LLC | 1,167 | $0.18M | 0.0% | +2,188.2% | 0.000% | |
10/10/2024 | Carnegie Investment Counsel | 1,435 | $0.22M | 0.0% | N/A | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 5,721 | $0.88M | 0.0% | -15.0% | 0.001% | |
10/10/2024 | HCR Wealth Advisors | 2,961 | $0.45M | 0.1% | -32.7% | 0.000% | |
10/10/2024 | Ritholtz Wealth Management | 10,239 | $1.57M | 0.0% | +10.5% | 0.001% | |
10/10/2024 | Gateway Investment Advisers LLC | 15,002 | $2.30M | 0.0% | -0.6% | 0.002% | |
10/10/2024 | Code Waechter LLC | 2,338 | $0.36M | 0.3% | N/A | 0.000% | |
10/10/2024 | Chickasaw Capital Management LLC | 14,474 | $2.22M | 0.1% | +3.0% | 0.002% | |
10/10/2024 | Silverlake Wealth Management LLC | 4,820 | $0.74M | 0.3% | +3.2% | 0.001% | |
10/10/2024 | Guinness Asset Management LTD | 3,465 | $0.53M | 0.0% | -10.2% | 0.000% | |
10/10/2024 | Perfromance Wealth Partners LLC | 8,818 | $1.35M | 0.0% | -5.5% | 0.001% | |
10/10/2024 | Next Level Private LLC | 32,707 | $5.01M | 2.1% | +0.3% | 0.005% | |
10/10/2024 | Meyer Handelman Co. | 75,012 | $11.49M | 0.4% | -0.3% | 0.010% | |
10/10/2024 | Bennett Selby Investments LP | 1,427 | $0.22M | 0.1% | N/A | 0.000% | |
10/10/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1,452 | $0.22M | 0.1% | N/A | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 14,021 | $2.15M | 0.1% | +13.7% | 0.002% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 5,362 | $0.82M | 0.0% | +317.0% | 0.001% | |
10/9/2024 | Charles Schwab Trust Co | 1,901 | $0.29M | 0.0% | N/A | 0.000% | |
10/9/2024 | Castle Rock Wealth Management LLC | 11,896 | $1.79M | 0.4% | +1.3% | 0.002% | |
10/9/2024 | LVW Advisors LLC | 3,183 | $0.49M | 0.1% | +14.2% | 0.000% | |
10/9/2024 | Virginia Wealth Management Group Inc. | 9,788 | $1.50M | 0.9% | +1.1% | 0.001% | |
10/9/2024 | Clarius Group LLC | 11,671 | $1.77M | 0.1% | +0.9% | 0.002% | |
10/9/2024 | San Luis Wealth Advisors LLC | 7,141 | $1.09M | 0.2% | +53.5% | 0.001% | |
10/9/2024 | Beaumont Financial Advisors LLC | 3,741 | $0.57M | 0.0% | -64.4% | 0.001% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 3,043 | $0.46M | 0.1% | N/A | 0.000% | |
10/9/2024 | Constellation Investimentos e Participacoes Ltda | 2,885 | $0.44M | 0.2% | N/A | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 400 | $61K | 0.0% | -34.7% | 0.000% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 62,438 | $9.56M | 1.8% | -4.4% | 0.009% | |
10/9/2024 | Quotient Wealth Partners LLC | 2,599 | $0.40M | 0.0% | +43.3% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 33,112 | $5.07M | 1.7% | +2.1% | 0.005% | |
10/9/2024 | UMB Bank n.a. | 11,256 | $1.72M | 0.0% | -9.4% | 0.002% | |
10/9/2024 | Morton Capital Management LLC CA | 2,649 | $0.41M | 0.1% | -36.1% | 0.000% | |