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% | |
10/9/2024 | Sanders Morris Harris LLC | 517,428 | $79.23M | 13.1% | -3.3% | 0.072% | |
10/9/2024 | Bruce G. Allen Investments LLC | 733 | $0.11M | 0.1% | +56.3% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 4,201 | $0.64M | 0.2% | +11.1% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 34,983 | $5.36M | 0.2% | +66.7% | 0.005% | |
10/9/2024 | Wedmont Private Capital | 7,324 | $1.09M | 0.1% | +23.2% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 11,605 | $1.78M | 0.2% | -4.3% | 0.002% | |
10/9/2024 | Hexagon Capital Partners LLC | 7,648 | $1.17M | 0.2% | -4.5% | 0.001% | |
10/8/2024 | CWM LLC | 40,876 | $6.26M | 0.0% | +5.2% | 0.006% | |
10/8/2024 | West Financial Advisors LLC | 176 | $27K | 0.0% | N/A | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 18,921 | $2.90M | 0.1% | +1.7% | 0.003% | |
10/8/2024 | Peddock Capital Advisors LLC | 2,035 | $0.31M | 0.1% | +7.9% | 0.000% | |
10/8/2024 | First PREMIER Bank | 6,119 | $0.94M | 0.2% | +2.0% | 0.001% | |
10/8/2024 | ACT Wealth Management LLC | 1,570 | $0.24M | 0.1% | N/A | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 1,387 | $0.21M | 0.0% | N/A | 0.000% | |
10/8/2024 | True North Advisors LLC | 17,055 | $2.61M | 0.7% | -9.6% | 0.002% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,928 | $0.30M | 0.0% | -11.0% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 900 | $0.14M | 0.1% | N/A | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 12,157 | $1.86M | 0.2% | -25.5% | 0.002% | |
10/8/2024 | Gratus Wealth Advisors LLC | 8,736 | $1.30M | 0.2% | +1.3% | 0.001% | |
10/8/2024 | Brookstone Capital Management | 5,994 | $0.92M | 0.0% | +4.2% | 0.001% | |
10/8/2024 | Trust Co of Kansas | 1,399 | $0.21M | 0.1% | N/A | 0.000% | |
10/8/2024 | Artemis Investment Management LLP | 97,162 | $14.88M | 0.2% | -68.0% | 0.014% | |
10/8/2024 | Country Trust Bank | 177,275 | $27.15M | 0.7% | -9.2% | 0.025% | |
10/8/2024 | Atomi Financial Group Inc. | 16,487 | $2.53M | 0.2% | +9.3% | 0.002% | |
10/8/2024 | Tealwood Asset Management Inc. | 18,670 | $2.86M | 1.3% | -1.7% | 0.003% | |
10/8/2024 | Bridge Creek Capital Management LLC | 59,195 | $9.07M | 2.7% | -1.8% | 0.008% | |
10/8/2024 | Marion Wealth Management | 18,211 | $2.79M | 0.7% | +1.0% | 0.003% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 7,691 | $1.18M | 0.0% | -0.9% | 0.001% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 35,853 | $5.49M | 1.7% | +0.8% | 0.005% | |
10/8/2024 | Alpha Cubed Investments LLC | 5,074 | $0.78M | 0.0% | -4.0% | 0.001% | |
10/8/2024 | Chesley Taft & Associates LLC | 88,724 | $13.59M | 0.6% | -0.4% | 0.012% | |
10/8/2024 | Callan Family Office LLC | 2,281 | $0.35M | 0.1% | -5.6% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 5,248 | $0.80M | 0.2% | N/A | 0.001% | |
10/8/2024 | Chapin Davis Inc. | 9,544 | $1.46M | 0.5% | -7.7% | 0.001% | |
10/8/2024 | Mather Group LLC. | 9,179 | $1.41M | 0.0% | -10.6% | 0.001% | |
10/8/2024 | Security National Bank | 50,243 | $7.69M | 1.0% | -1.0% | 0.007% | |
10/7/2024 | Cohen Investment Advisors LLC | 27,667 | $4.24M | 2.6% | +4.6% | 0.004% | |
10/7/2024 | Fulton Bank N.A. | 11,099 | $1.70M | 0.1% | +1.1% | 0.002% | |
10/7/2024 | Prentice Wealth Management LLC | 6,332 | $0.97M | 0.3% | -3.3% | 0.001% | |
10/7/2024 | Sandbox Financial Partners LLC | 12,109 | $1.85M | 0.7% | +1.9% | 0.002% | |
10/7/2024 | Miracle Mile Advisors LLC | 28,722 | $4.40M | 0.1% | -0.4% | 0.004% | |
10/7/2024 | IAM Advisory LLC | 5,287 | $0.81M | 0.2% | +1.6% | 0.001% | |
10/7/2024 | Chemistry Wealth Management LLC | 4,411 | $0.68M | 0.2% | +2.9% | 0.001% | |
10/7/2024 | Lakeridge Wealth Management LLC | 1,543 | $0.24M | 0.1% | N/A | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 4,799 | $0.74M | 0.4% | -48.4% | 0.001% | |
10/7/2024 | Diversified Trust Co | 8,804 | $1.35M | 0.0% | +1.7% | 0.001% | |
10/7/2024 | Herbst Group LLC | 17,076 | $2.62M | 1.6% | -1.7% | 0.002% | |
10/7/2024 | Walnut Private Equity Partners LLC | 347,938 | $49.69M | 29.4% | -0.3% | 0.049% | |
10/7/2024 | GAMMA Investing LLC | 8,137 | $1.25M | 0.1% | +53.0% | 0.001% | |
10/5/2024 | Handelsbanken Fonder AB | 226,872 | $34.74M | 0.1% | +3.1% | 0.032% | |
10/5/2024 | Grandview Asset Management LLC | 19,967 | $3.06M | 1.8% | -21.6% | 0.003% | |
10/5/2024 | Bard Financial Services Inc. | 17,175 | $2.63M | 0.5% | -48.0% | 0.002% | |
10/5/2024 | Burns J W & Co. Inc. NY | 3,325 | $0.51M | 0.1% | -37.6% | 0.000% | |
10/5/2024 | Quent Capital LLC | 1,579 | $0.24M | 0.0% | +42.5% | 0.000% | |