10/10/2024 | Ritholtz Wealth Management | 13,653 | $1.23M | 0.0% | +22.2% | 0.001% | |
10/10/2024 | Gateway Investment Advisers LLC | 3,389 | $0.31M | 0.0% | -5.3% | 0.000% | |
10/10/2024 | Perfromance Wealth Partners LLC | 5,367 | $0.48M | 0.0% | N/A | 0.000% | |
10/10/2024 | Lloyd Advisory Services LLC. | 3,740 | $0.34M | 0.2% | -22.9% | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 16,328 | $1.47M | 0.0% | +5.5% | 0.001% | |
10/10/2024 | Simplicity Wealth LLC | 3,075 | $0.28M | 0.0% | -89.0% | 0.000% | |
10/10/2024 | Fiduciary Financial Group LLC | 4,862 | $0.43M | 0.1% | +4.1% | 0.000% | |
10/9/2024 | LongView Wealth Management | 40,664 | $3.67M | 1.2% | +5.2% | 0.004% | |
10/9/2024 | LVW Advisors LLC | 16,818 | $1.52M | 0.2% | +12.7% | 0.002% | |
10/9/2024 | Virginia Wealth Management Group Inc. | 56,759 | $5.12M | 3.2% | +25.0% | 0.005% | |
10/9/2024 | Clarius Group LLC | 6,528 | $0.59M | 0.0% | -3.4% | 0.001% | |
10/9/2024 | Stolper Co | 24,273 | $2.19M | 0.7% | -1.8% | 0.002% | |
10/9/2024 | Worth Asset Management LLC | 2,809 | $0.25M | 0.1% | -16.7% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 2,844 | $0.26M | 0.1% | N/A | 0.000% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 617 | $56K | 0.0% | -33.4% | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 140,529 | $12.67M | 1.4% | +1.1% | 0.013% | |
10/9/2024 | Albion Financial Group UT | 79,070 | $7.13M | 0.5% | +2.3% | 0.007% | |
10/9/2024 | Pinnacle Bancorp Inc. | 4,109 | $0.37M | 0.1% | -4.9% | 0.000% | |
10/9/2024 | Keeler & Nadler Financial Planning & Wealth Management | 2,552 | $0.23M | 0.1% | N/A | 0.000% | |
10/9/2024 | Tobam | 4,940 | $0.45M | 0.1% | +25.7% | 0.000% | |
10/9/2024 | GEM Asset Management LLC | 4,230 | $0.38M | 0.2% | +10.4% | 0.000% | |
10/9/2024 | Bank & Trust Co | 14,950 | $1.35M | 1.1% | -2.1% | 0.001% | |
10/9/2024 | Quotient Wealth Partners LLC | 3,460 | $0.31M | 0.0% | +6.8% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 2,006 | $0.18M | 0.1% | -16.6% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 65,459 | $5.90M | 0.1% | -2.3% | 0.006% | |
10/9/2024 | Advocate Group LLC | 94,398 | $8.51M | 1.5% | +0.3% | 0.009% | |
10/9/2024 | Cornerstone Management Inc. | 3,794 | $0.34M | 0.1% | -69.1% | 0.000% | |
10/9/2024 | Sanders Morris Harris LLC | 2,300 | $0.21M | 0.0% | N/A | 0.000% | |
10/9/2024 | USA Financial Formulas | 865 | $78K | 0.0% | -29.3% | 0.000% | |
10/9/2024 | Patten Group Inc. | 6,928 | $0.63M | 0.1% | +10.0% | 0.001% | |
10/9/2024 | Adirondack Trust Co. | 16,045 | $1.45M | 0.6% | -1.1% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 229,658 | $20.71M | 0.7% | +0.2% | 0.021% | |
10/9/2024 | Wedmont Private Capital | 14,610 | $1.30M | 0.1% | +15.9% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 2,896 | $0.26M | 0.0% | -84.2% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 6,740 | $0.61M | 0.1% | +2.8% | 0.001% | |
10/8/2024 | CWM LLC | 178,379 | $16.09M | 0.1% | +5.6% | 0.016% | |
10/8/2024 | Daymark Wealth Partners LLC | 36,936 | $3.33M | 0.1% | +6.9% | 0.003% | |
10/8/2024 | First National Corp MA ADV | 8,894 | $0.80M | 0.2% | -9.8% | 0.001% | |
10/8/2024 | First PREMIER Bank | 86,497 | $7.80M | 1.9% | -1.3% | 0.008% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,781 | $0.97M | 0.1% | +13.1% | 0.001% | |
10/8/2024 | Parkside Advisors LLC | 2,228 | $0.20M | 0.0% | N/A | 0.000% | |
10/8/2024 | St. Louis Financial Planners Asset Management LLC | 23,555 | $2.13M | 1.7% | N/A | 0.002% | |
10/8/2024 | Sovereign Financial Group Inc. | 39,912 | $3.60M | 0.8% | -2.0% | 0.004% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 10,073 | $0.91M | 0.1% | +37.0% | 0.001% | |
10/8/2024 | Gratus Wealth Advisors LLC | 6,737 | $0.60M | 0.1% | +19.1% | 0.001% | |
10/8/2024 | Brookstone Capital Management | 94,392 | $8.51M | 0.1% | +12.1% | 0.009% | |
10/8/2024 | City Holding Co. | 68,933 | $6.22M | 0.9% | +5.6% | 0.006% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 49,669 | $4.48M | 0.8% | -0.4% | 0.005% | |
10/8/2024 | Atomi Financial Group Inc. | 20,175 | $1.82M | 0.1% | +6.9% | 0.002% | |
10/8/2024 | Park Place Capital Corp | 5,251 | $0.47M | 0.1% | -33.8% | 0.000% | |
10/8/2024 | Bridge Creek Capital Management LLC | 59,288 | $5.35M | 1.6% | -0.7% | 0.005% | |
10/8/2024 | Advance Capital Management Inc. | 2,333 | $0.21M | 0.0% | N/A | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 87,594 | $7.90M | 0.2% | -3.3% | 0.008% | |
10/8/2024 | Alpha Cubed Investments LLC | 6,667 | $0.60M | 0.0% | +10.5% | 0.001% | |
10/8/2024 | Callan Family Office LLC | 4,631 | $0.42M | 0.1% | +3.8% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 15,252 | $1.38M | 0.3% | -2.7% | 0.001% | |
10/8/2024 | Bath Savings Trust Co | 7,534 | $0.68M | 0.1% | -2.3% | 0.001% | |
10/8/2024 | Greenfield Savings Bank | 2,501 | $0.23M | 0.1% | -18.6% | 0.000% | |
10/8/2024 | Mather Group LLC. | 9,084 | $0.82M | 0.0% | -51.8% | 0.001% | |
10/7/2024 | Bank of New Hampshire | 2,968 | $0.27M | 0.1% | -16.8% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 5,353 | $0.48M | 0.3% | -23.2% | 0.000% | |
10/7/2024 | Fulton Bank N.A. | 29,636 | $2.67M | 0.1% | -30.6% | 0.003% | |
10/7/2024 | MKT Advisors LLC | 4,400 | $0.40M | 0.2% | -6.4% | 0.000% | |
10/7/2024 | Eagle Rock Investment Company LLC | 18,719 | $1.69M | 0.3% | -4.3% | 0.002% | |
10/7/2024 | Diversified Trust Co | 25,516 | $2.30M | 0.1% | +64.7% | 0.002% | |
10/7/2024 | WealthBridge Capital Management LLC | 3,460 | $0.31M | 0.1% | -5.3% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 17,380 | $1.57M | 0.2% | +31.6% | 0.002% | |
10/5/2024 | waypoint wealth counsel | 2,355 | $0.21M | 0.1% | N/A | 0.000% | |
10/5/2024 | Wright Investors Service Inc. | 10,568 | $0.95M | 0.2% | -2.0% | 0.001% | |
10/5/2024 | Bard Financial Services Inc. | 4,795 | $0.43M | 0.1% | -71.1% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 17,841 | $1.61M | 0.2% | -3.8% | 0.002% | |
10/5/2024 | Mirador Capital Partners LP | 5,521 | $0.50M | 0.1% | +2.9% | 0.001% | |
10/5/2024 | Goelzer Investment Management Inc. | 62,298 | $5.62M | 0.3% | -0.7% | 0.006% | |
10/5/2024 | Triton Wealth Management PLLC | 4,560 | $0.42M | 0.2% | -2.6% | 0.000% | |
10/4/2024 | Thrive Wealth Management LLC | 6,562 | $0.59M | 0.1% | -16.0% | 0.001% | |
10/4/2024 | HBW Advisory Services LLC | 8,971 | $0.81M | 0.1% | +219.4% | 0.001% | |
10/3/2024 | Rockland Trust Co. | 133,928 | $12.08M | 0.6% | -3.2% | 0.012% | |
10/3/2024 | Duncan Williams Asset Management LLC | 2,867 | $0.26M | 0.1% | N/A | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 54,064 | $4.88M | 0.1% | -5.5% | 0.005% | |
10/3/2024 | Wiser Wealth Management Inc | 13,123 | $1.18M | 0.3% | N/A | 0.001% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 42,005 | $3.79M | 0.4% | -3.2% | 0.004% | |
10/3/2024 | Farmers Trust Co. | 36,778 | $3.32M | 0.6% | +236.3% | 0.003% | |
10/3/2024 | SG Americas Securities LLC | 285,849 | $25.78M | 0.1% | +33.5% | 0.026% | |
10/3/2024 | Czech National Bank | 222,742 | $20.09M | 0.2% | +6.9% | 0.020% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 87,056 | $7.85M | 0.2% | +0.4% | 0.008% | |
10/2/2024 | Trust Co. of Toledo NA OH | 4,636 | $0.42M | 0.1% | -7.5% | 0.000% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 12,199 | $1.10M | 0.7% | -11.5% | 0.001% | |
10/2/2024 | American National Bank & Trust | 1,517 | $0.14M | 0.0% | -16.0% | 0.000% | |
10/2/2024 | M&R Capital Management Inc. | 1,552 | $0.14M | 0.0% | +15.0% | 0.000% | |
10/2/2024 | Doliver Advisors LP | 5,648 | $0.51M | 0.1% | -2.2% | 0.001% | |
10/1/2024 | Davis Capital Management | 21,684 | $1.96M | 1.5% | -1.9% | 0.002% | |
10/1/2024 | Park National Corp OH | 8,855 | $0.80M | 0.0% | -3.0% | 0.001% | |
10/1/2024 | Emprise Bank | 2,248 | $0.20M | 0.1% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 28,878 | $2.24M | 0.1% | +4.5% | 0.003% | |
9/20/2024 | Anchor Investment Management LLC | 76,605 | $5.94M | 0.6% | -0.7% | 0.007% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 310,000 | $24.05M | 0.1% | -37.2% | 0.028% | |
9/16/2024 | Verity & Verity LLC | 187,122 | $14.52M | 1.7% | +1.7% | 0.017% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 1,360 | $0.11M | 0.0% | -49.6% | 0.000% | |
9/10/2024 | Cannon Financial Strategists Inc. | 9,827 | $0.76M | 0.1% | N/A | 0.001% | |
9/9/2024 | Heritage Wealth Management Inc. | 4,766 | $0.37M | 0.1% | N/A | 0.000% | |