11/2/2024 | Costello Asset Management INC | 25,213 | $2.43M | 1.6% | -2.2% | 0.001% | |
11/2/2024 | Transcendent Capital Group LLC | 751 | $72K | 0.0% | -48.2% | 0.000% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 3,908 | $0.38M | 0.2% | N/A | 0.000% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 2,494 | $0.24M | 0.1% | -25.1% | 0.000% | |
11/2/2024 | Mach 1 Financial Group LLC | 2,749 | $0.26M | 0.2% | -10.8% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 225,917 | $21.73M | 0.4% | -0.1% | 0.012% | |
11/2/2024 | XML Financial LLC | 13,534 | $1.30M | 0.1% | +21.3% | 0.001% | |
11/1/2024 | Carr Financial Group Corp | 7,600 | $0.73M | 0.2% | -24.1% | 0.000% | |
11/1/2024 | GSG Advisors LLC | 2,712 | $0.26M | 0.1% | +8.6% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 11,789 | $1.13M | 0.1% | -19.7% | 0.001% | |
11/1/2024 | Proficio Capital Partners LLC | 14,799 | $1.42M | 0.1% | -11.0% | 0.001% | |
11/1/2024 | Atria Investments Inc | 151,619 | $14.58M | 0.2% | +5.3% | 0.008% | |
11/1/2024 | Essex Savings Bank | 12,057 | $1.16M | 0.3% | -1.7% | 0.001% | |
11/1/2024 | Field & Main Bank | 31,115 | $2.99M | 1.1% | +3.5% | 0.002% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 4,483 | $0.43M | 0.1% | -7.3% | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 3,831 | $0.37M | 0.0% | -30.5% | 0.000% | |
11/1/2024 | Scott & Selber Inc. | 16,722 | $1.61M | 0.5% | -1.3% | 0.001% | |
11/1/2024 | TCTC Holdings LLC | 54,125 | $5.21M | 0.2% | -4.7% | 0.003% | |
11/1/2024 | Carmel Capital Partners LLC | 10,843 | $1.04M | 0.4% | -30.3% | 0.001% | |
11/1/2024 | Westchester Capital Management Inc. | 49,960 | $4.81M | 1.2% | -0.8% | 0.003% | |
11/1/2024 | Lindbrook Capital LLC | 16,593 | $1.60M | 0.1% | -2.4% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 15,967 | $1.54M | 0.0% | +0.8% | 0.001% | |
11/1/2024 | Klingman & Associates LLC | 7,707 | $0.74M | 0.0% | +39.3% | 0.000% | |
11/1/2024 | Assetmark Inc. | 32,385 | $3.12M | 0.0% | +6.2% | 0.002% | |
11/1/2024 | Verdence Capital Advisors LLC | 6,979 | $0.67M | 0.1% | -4.9% | 0.000% | |
11/1/2024 | Corrado Advisors LLC | 17,794 | $1.71M | 1.1% | +15.9% | 0.001% | |
11/1/2024 | Townsend & Associates Inc | 146,164 | $14.07M | 1.4% | +3.9% | 0.008% | |
11/1/2024 | Beta Wealth Group Inc. | 56,808 | $5.46M | 2.5% | +7.2% | 0.003% | |
11/1/2024 | Rovin Capital UT ADV | 7,296 | $0.70M | 0.3% | +75.4% | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 149,864 | $14.42M | 1.2% | -0.3% | 0.008% | |
11/1/2024 | Bray Capital Advisors | 5,819 | $0.56M | 0.1% | -7.2% | 0.000% | |
11/1/2024 | United Bank | 12,145 | $1.17M | 0.5% | +6.2% | 0.001% | |
11/1/2024 | Windward Capital Management Co. CA | 170,066 | $16.36M | 1.2% | +1.8% | 0.009% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 87,667 | $8.43M | 1.7% | +10.4% | 0.005% | |
11/1/2024 | Applied Finance Capital Management LLC | 439,274 | $42.25M | 1.0% | +12.3% | 0.024% | |
11/1/2024 | CWA Asset Management Group LLC | 30,589 | $2.94M | 0.2% | N/A | 0.002% | |
11/1/2024 | Equitable Trust Co. | 8,972 | $0.86M | 0.1% | -5.6% | 0.000% | |
11/1/2024 | Source Financial Advisors LLC | 7,780 | $0.75M | 0.2% | -4.4% | 0.000% | |
11/1/2024 | Easterly Investment Partners LLC | 96,321 | $9.27M | 0.7% | -10.0% | 0.005% | |
11/1/2024 | Burt Wealth Advisors | 3,604 | $0.35M | 0.1% | -5.6% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 1,789 | $0.17M | 0.1% | N/A | 0.000% | |
11/1/2024 | Granite Group Advisors LLC | 739,835 | $71.17M | 45.7% | +47.7% | 0.041% | |
11/1/2024 | Heritage Wealth Management Inc. | 2,622 | $0.25M | 0.1% | -4.6% | 0.000% | |
11/1/2024 | Quantum Private Wealth LLC | 3,548 | $0.34M | 0.1% | -13.5% | 0.000% | |
11/1/2024 | Stone Point Wealth LLC | 16,246 | $1.56M | 0.5% | -6.9% | 0.001% | |
11/1/2024 | AIA Group Ltd | 10,657 | $1.03M | 0.0% | -11.3% | 0.001% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 41,916 | $4.03M | 0.7% | -5.7% | 0.002% | |
11/1/2024 | Reik & CO. LLC | 8,613 | $0.83M | 0.2% | +124.8% | 0.000% | |
11/1/2024 | Summit Global Investments | 12,379 | $1.19M | 0.1% | +476.0% | 0.001% | |
11/1/2024 | Smith Thornton Advisors LLC | 9,241 | $0.89M | 0.6% | +11.7% | 0.001% | |
11/1/2024 | First National Bank & Trust Co. of Newtown | 13,550 | $1.30M | 0.2% | +1.2% | 0.001% | |
11/1/2024 | Lewis Asset Management LLC | 5,232 | $0.50M | 0.4% | -27.8% | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 16,053 | $1.54M | 0.6% | -2.7% | 0.001% | |
10/31/2024 | Sittner & Nelson LLC | 8,878 | $0.85M | 0.4% | -17.6% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 68,146 | $6.56M | 1.0% | -9.7% | 0.004% | |
10/31/2024 | Mainstream Capital Management LLC | 8,813 | $0.85M | 0.7% | N/A | 0.000% | |
10/31/2024 | Portside Wealth Group LLC | 31,526 | $3.03M | 0.5% | +27.8% | 0.002% | |
10/31/2024 | Keynote Financial Services LLC | 9,120 | $0.88M | 0.7% | +4.3% | 0.001% | |
10/31/2024 | Hara Capital LLC | 8,020 | $0.77M | 0.5% | +17.6% | 0.000% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 6,427 | $0.62M | 0.1% | +7.0% | 0.000% | |
10/31/2024 | JB Capital LLC | 53,966 | $5.19M | 0.3% | +3.9% | 0.003% | |
10/31/2024 | Valley Brook Capital Group Inc. | 8,729 | $0.84M | 0.6% | -6.4% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 20,612 | $1.98M | 0.0% | -1.5% | 0.001% | |
10/31/2024 | Olstein Capital Management L.P. | 157,000 | $15.10M | 2.6% | +31.9% | 0.009% | |
10/31/2024 | Washington Trust Bank | 127,232 | $12.24M | 1.2% | +2.5% | 0.007% | |
10/31/2024 | Jmac Enterprises LLC | 13,202 | $1.27M | 0.2% | -1.6% | 0.001% | |
10/31/2024 | Principal Financial Group Inc. | 2,058,923 | $198.05M | 0.1% | -6.6% | 0.113% | |
10/31/2024 | Montecito Bank & Trust | 24,197 | $2.33M | 0.4% | +34.8% | 0.001% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 507,014 | $48.77M | 2.9% | -3.3% | 0.028% | |
10/31/2024 | Woodmont Investment Counsel LLC | 12,380 | $1.19M | 0.1% | +6.5% | 0.001% | |
10/31/2024 | Cozad Asset Management Inc. | 6,017 | $0.58M | 0.1% | +1.9% | 0.000% | |
10/31/2024 | WoodTrust Financial Corp | 92,261 | $8.88M | 1.3% | +10.7% | 0.005% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 29,971 | $2.88M | 0.8% | +1.8% | 0.002% | |
10/31/2024 | Bridgewater Advisors Inc. | 30,268 | $2.91M | 0.3% | -1.0% | 0.002% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 2,545 | $0.25M | 0.0% | N/A | 0.000% | |
10/31/2024 | Advisor Resource Council | 2,199 | $0.21M | 0.1% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 25,810 | $2.48M | 0.2% | +4.1% | 0.001% | |
10/31/2024 | Wealth Architects LLC | 4,222 | $0.41M | 0.0% | -7.8% | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 9,752 | $0.94M | 0.1% | +2.3% | 0.001% | |
10/31/2024 | M&G PLC | 13,024 | $1.25M | 0.0% | N/A | 0.001% | |
10/31/2024 | JNBA Financial Advisors | 14,996 | $1.44M | 0.1% | -4.5% | 0.001% | |
10/31/2024 | Spinnaker Trust | 3,427 | $0.33M | 0.0% | -43.1% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 66,744 | $6.42M | 0.2% | +8.4% | 0.004% | |
10/30/2024 | Maia Wealth LLC | 15,306 | $1.46M | 0.3% | +13.1% | 0.001% | |
10/30/2024 | Radnor Capital Management LLC | 32,119 | $3.09M | 0.5% | N/A | 0.002% | |
10/30/2024 | Catalina Capital Group LLC | 6,193 | $0.60M | 0.2% | +20.7% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 21,149 | $2.03M | 0.1% | +7.5% | 0.001% | |
10/30/2024 | Beacon Financial Advisory LLC | 8,729 | $0.84M | 0.3% | -8.3% | 0.000% | |
10/30/2024 | Balentine LLC | 2,375 | $0.23M | 0.0% | N/A | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 22,623 | $2.18M | 0.9% | +1.1% | 0.001% | |
10/30/2024 | HF Advisory Group LLC | 13,391 | $1.29M | 0.6% | +24.8% | 0.001% | |
10/30/2024 | Cornerstone Capital Inc. | 202,222 | $19.45M | 1.8% | +0.7% | 0.011% | |
10/30/2024 | NorthRock Partners LLC | 12,051 | $1.16M | 0.1% | -13.4% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 252,446 | $24.28M | 0.5% | -7.4% | 0.014% | |
10/30/2024 | Heritage Investors Management Corp | 397,663 | $38.25M | 1.3% | +2.0% | 0.022% | |
10/30/2024 | Amalgamated Bank | 359,087 | $34.54M | 0.3% | -2.6% | 0.020% | |
10/30/2024 | Sentry Investment Management LLC | 3,859 | $0.37M | 0.2% | -56.3% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 5,215 | $0.50M | 0.1% | +88.1% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 5,971 | $0.57M | 0.1% | -3.1% | 0.000% | |
10/30/2024 | ASB Consultores LLC | 6,578 | $0.63M | 0.2% | -4.4% | 0.000% | |