10/21/2024 | Foundations Investment Advisors LLC | 52,245 | $9.05M | 0.2% | +9.5% | 0.002% | |
10/21/2024 | Telos Capital Management Inc. | 112,440 | $19.48M | 2.0% | -2.0% | 0.005% | |
10/21/2024 | Ledyard National Bank | 90,667 | $15.70M | 1.4% | +2.0% | 0.004% | |
10/21/2024 | Winch Advisory Services LLC | 6,928 | $1.20M | 0.3% | +2.8% | 0.000% | |
10/21/2024 | Townsend Asset Management Corp NC ADV | 13,534 | $2.34M | 0.9% | -7.5% | 0.001% | |
10/21/2024 | Waterway Wealth Management LLC | 3,819 | $0.66M | 0.3% | -18.0% | 0.000% | |
10/21/2024 | Raleigh Capital Management Inc. | 9,227 | $1.60M | 0.6% | -1.5% | 0.000% | |
10/21/2024 | Evernest Financial Advisors LLC | 6,399 | $1.11M | 0.3% | -4.2% | 0.000% | |
10/21/2024 | Community Financial Services Group LLC | 42,302 | $7.33M | 1.5% | +2.4% | 0.002% | |
10/21/2024 | Plimoth Trust Co. LLC | 34,137 | $5.91M | 1.5% | -1.5% | 0.001% | |
10/21/2024 | Venture Visionary Partners LLC | 99,924 | $17.31M | 0.8% | -1.8% | 0.004% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 132,696 | $22.98M | 0.6% | +11.5% | 0.006% | |
10/21/2024 | Whittier Trust Co. | 288,172 | $49.91M | 0.7% | +9.7% | 0.012% | |
10/21/2024 | Northwest Investment Counselors LLC | 23,702 | $4.11M | 0.9% | +1.3% | 0.001% | |
10/21/2024 | Retirement Guys Formula LLC | 6,160 | $1.07M | 0.5% | +7.1% | 0.000% | |
10/21/2024 | Border to Coast Pensions Partnership Ltd | 404,977 | $69.94M | 1.4% | +4.5% | 0.017% | |
10/21/2024 | Little House Capital LLC | 10,235 | $1.77M | 0.5% | +37.2% | 0.000% | |
10/21/2024 | Kennedy Investment Group | 23,151 | $4.01M | 1.8% | -0.7% | 0.001% | |
10/21/2024 | Genesee Capital Advisors LLC | 1,199 | $0.21M | 0.1% | -6.3% | 0.000% | |
10/21/2024 | Cassia Capital Partners LLC | 4,353 | $0.75M | 0.5% | -6.2% | 0.000% | |
10/21/2024 | Sharkey Howes & Javer | 1,588 | $0.28M | 0.0% | +18.4% | 0.000% | |
10/21/2024 | Prentiss Smith & Co. Inc. | 31,302 | $5.42M | 3.5% | -0.4% | 0.001% | |
10/21/2024 | CarsonAllaria Wealth Management Ltd. | 871 | $0.15M | 0.1% | -41.5% | 0.000% | |
10/21/2024 | Toth Financial Advisory Corp | 43,260 | $7.49M | 0.9% | -1.6% | 0.002% | |
10/21/2024 | Wealth Effects LLC | 9,200 | $1.59M | 0.6% | +1.1% | 0.000% | |
10/21/2024 | Clarus Group Inc. | 1,589 | $0.28M | 0.1% | -52.8% | 0.000% | |
10/21/2024 | Marino Stram & Associates LLC | 19,498 | $3.38M | 0.8% | +0.8% | 0.001% | |
10/21/2024 | Castleview Partners LLC | 5,172 | $0.90M | 0.5% | +1.4% | 0.000% | |
10/21/2024 | Crew Capital Management Ltd. | 40,975 | $7.10M | 5.7% | -2.8% | 0.002% | |
10/21/2024 | Bellecapital International Ltd. | 51,638 | $8.94M | 1.8% | +1.2% | 0.002% | |
10/21/2024 | Arlington Partners LLC | 22,735 | $3.94M | 1.5% | +14.4% | 0.001% | |
10/21/2024 | Prio Wealth Limited Partnership | 58,213 | $10.08M | 0.3% | -1.3% | 0.002% | |
10/21/2024 | Trilogy Capital Inc. | 4,346 | $0.75M | 0.0% | -2.1% | 0.000% | |
10/21/2024 | Koss Olinger Consulting LLC | 6,827 | $1.18M | 0.1% | +1.5% | 0.000% | |
10/21/2024 | Corundum Group Inc. | 7,395 | $1.28M | 0.6% | -31.0% | 0.000% | |
10/19/2024 | Penn Davis Mcfarland Inc. | 26,937 | $4.67M | 0.5% | N/A | 0.001% | |
10/19/2024 | McClarren Financial Advisors Inc. | 4,050 | $0.70M | 0.4% | +251.0% | 0.000% | |
10/19/2024 | Cannon Financial Strategists Inc. | 6,585 | $1.14M | 0.2% | -7.4% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 424,918 | $73.60M | 0.1% | -3.3% | 0.018% | |
10/19/2024 | Compass Ion Advisors LLC | 4,467 | $0.77M | 0.1% | +4.3% | 0.000% | |
10/19/2024 | Vest Financial LLC | 298,044 | $51.62M | 1.0% | +7.8% | 0.013% | |
10/19/2024 | Capital Wealth Management LLC | 1,672 | $0.29M | 0.1% | -7.0% | 0.000% | |
10/19/2024 | Buckley Wealth Management LLC | 54,454 | $9.43M | 2.9% | -1.8% | 0.002% | |
10/19/2024 | West Branch Capital LLC | 58,959 | $10.21M | 3.5% | +1.0% | 0.002% | |
10/19/2024 | OLD National Bancorp IN | 59,933 | $10.38M | 0.2% | -13.5% | 0.003% | |
10/19/2024 | Essex LLC | 21,692 | $3.76M | 0.8% | -4.1% | 0.001% | |
10/19/2024 | Atlas Wealth Partners LLC | 1,352 | $0.23M | 0.4% | N/A | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 53,428 | $9.25M | 0.6% | +2.9% | 0.002% | |
10/19/2024 | Hardin Capital Partners LLC | 1,813 | $0.31M | 0.2% | +8.4% | 0.000% | |
10/19/2024 | CNB Bank | 17,783 | $3.08M | 1.4% | -3.3% | 0.001% | |
10/19/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 23,143 | $4.01M | 0.3% | +3.0% | 0.001% | |
10/19/2024 | DMC Group LLC | 6,336 | $1.10M | 0.9% | -1.6% | 0.000% | |
10/19/2024 | Cedrus LLC | 1,191 | $0.21M | 0.1% | -30.5% | 0.000% | |
10/19/2024 | New Century Financial Group LLC | 4,846 | $0.84M | 0.3% | -17.8% | 0.000% | |
10/19/2024 | Powers Advisory Group LLC | 13,332 | $2.31M | 1.2% | -0.5% | 0.001% | |
10/18/2024 | Resonant Capital Advisors LLC | 23,461 | $4.06M | 0.3% | +3.3% | 0.001% | |
10/18/2024 | Revolve Wealth Partners LLC | 7,053 | $1.22M | 0.2% | +7.3% | 0.000% | |
10/18/2024 | Veracity Capital LLC | 3,868 | $0.67M | 0.3% | +6.3% | 0.000% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 17,745 | $3.07M | 0.6% | +1.4% | 0.001% | |
10/18/2024 | Waypoint Capital Advisors LLC | 2,340 | $0.41M | 0.1% | +8.2% | 0.000% | |
10/18/2024 | AA Financial Advisors LLC | 7,094 | $1.23M | 0.4% | -1.7% | 0.000% | |
10/18/2024 | Chicago Capital LLC | 36,335 | $6.29M | 0.2% | +0.4% | 0.002% | |
10/18/2024 | Embree Financial Group | 12,154 | $2.11M | 0.4% | +2.3% | 0.001% | |
10/18/2024 | KFA Private Wealth Group LLC | 1,537 | $0.27M | 0.1% | -26.0% | 0.000% | |
10/18/2024 | Seamount Financial Group Inc. | 5,530 | $0.96M | 0.7% | +9.4% | 0.000% | |
10/18/2024 | Everett Harris & Co. CA | 55,439 | $9.60M | 0.1% | -0.3% | 0.002% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 776,951 | $134.57M | 2.8% | -8.4% | 0.033% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 3,763 | $0.65M | 0.3% | -16.7% | 0.000% | |
10/18/2024 | Integris Wealth Management LLC | 8,268 | $1.43M | 0.4% | -1.2% | 0.000% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 4,133 | $0.72M | 0.3% | +37.4% | 0.000% | |
10/18/2024 | Cahaba Wealth Management Inc. | 4,925 | $0.85M | 0.1% | +10.7% | 0.000% | |
10/18/2024 | Harfst & Associates Inc. | 92,664 | $16.05M | 3.6% | -0.2% | 0.004% | |
10/18/2024 | First Bancorp Inc ME | 9,854 | $1.71M | 1.2% | +8.4% | 0.000% | |
10/18/2024 | Meridiem Investment Management Ltd. | 2,300 | $0.40M | 0.0% | N/A | 0.000% | |
10/18/2024 | Clarity Wealth Advisors LLC | 3,401 | $0.59M | 0.2% | +5.4% | 0.000% | |
10/18/2024 | Gries Financial LLC | 24,900 | $4.31M | 0.8% | +728.9% | 0.001% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,708,929 | $295.99M | 0.4% | -2.2% | 0.072% | |
10/18/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 8,500 | $1.47M | 0.8% | -48.5% | 0.000% | |
10/18/2024 | Alpha Financial Advisors LLC | 1,594 | $0.28M | 0.1% | +8.1% | 0.000% | |
10/18/2024 | Legacy Financial Strategies LLC | 2,278 | $0.40M | 0.1% | N/A | 0.000% | |
10/18/2024 | Schubert & Co | 2,819 | $0.49M | 0.3% | +3.9% | 0.000% | |
10/18/2024 | Raymond James & Associates | 3,572,600 | $618.77M | 0.4% | +3.1% | 0.151% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 1,118,193 | $193.67M | 2.8% | +0.5% | 0.047% | |
10/18/2024 | NovaPoint Capital LLC | 23,351 | $4.04M | 1.3% | +3.0% | 0.001% | |
10/18/2024 | First Citizens Bank & Trust Co. | 137,008 | $23.73M | 0.4% | -4.8% | 0.006% | |
10/18/2024 | Chronos Wealth Management LLC | 34,823 | $6.03M | 3.1% | +2.1% | 0.001% | |
10/18/2024 | Capital Investment Advisors LLC | 208,614 | $36.13M | 0.7% | -0.3% | 0.009% | |
10/18/2024 | Blue Trust Inc. | 76,118 | $12.55M | 0.2% | +20.8% | 0.003% | |
10/18/2024 | IFG Advisors LLC | 2,218 | $0.38M | 0.1% | +6.7% | 0.000% | |
10/18/2024 | Mogy Joel R Investment Counsel Inc. | 122,744 | $21.26M | 1.3% | -6.5% | 0.005% | |
10/18/2024 | West Oak Capital LLC | 16,964 | $2.94M | 0.5% | +0.4% | 0.001% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 6,618 | $1.15M | 0.1% | +6.3% | 0.000% | |
10/18/2024 | Accurate Wealth Management LLC | 26,465 | $4.59M | 0.9% | +1.2% | 0.001% | |
10/18/2024 | Sage Financial Management Group Inc. | 1,321 | $0.23M | 0.1% | N/A | 0.000% | |
10/18/2024 | KMG Fiduciary Partners LLC | 78,024 | $13.51M | 1.2% | +17.3% | 0.003% | |
10/18/2024 | Net Worth Advisory Group | 4,208 | $0.73M | 0.2% | N/A | 0.000% | |
10/18/2024 | Stratos Investment Management LLC | 36,733 | $6.36M | 0.4% | +3.6% | 0.002% | |
10/18/2024 | Stratos Wealth Advisors LLC | 133,639 | $23.15M | 1.1% | -5.0% | 0.006% | |
10/17/2024 | Stratos Wealth Partners LTD. | 158,458 | $27.45M | 0.4% | -12.6% | 0.007% | |
10/17/2024 | Richard W. Paul & Associates LLC | 6,123 | $1.06M | 0.4% | +1.8% | 0.000% | |