10/10/2024 | Ritholtz Wealth Management | 4,772 | $2.95M | 0.1% | +7.7% | 0.001% | |
10/10/2024 | Gateway Investment Advisers LLC | 76,870 | $47.55M | 0.5% | -23.8% | 0.020% | |
10/10/2024 | Covea Finance | 104,611 | $64.71M | 2.8% | +17.4% | 0.027% | |
10/10/2024 | Guinness Atkinson Asset Management Inc | 11,258 | $6.96M | 3.4% | +17.1% | 0.003% | |
10/10/2024 | Silverlake Wealth Management LLC | 633 | $0.39M | 0.1% | -5.1% | 0.000% | |
10/10/2024 | Guinness Asset Management LTD | 58,889 | $36.42M | 0.7% | +15.2% | 0.015% | |
10/10/2024 | Perfromance Wealth Partners LLC | 327 | $0.20M | 0.0% | N/A | 0.000% | |
10/10/2024 | Avity Investment Management Inc. | 75,921 | $46.96M | 3.7% | +1.6% | 0.020% | |
10/10/2024 | Octavia Wealth Advisors LLC | 425 | $0.26M | 0.0% | +17.1% | 0.000% | |
10/10/2024 | First Affirmative Financial Network | 2,049 | $1.27M | 0.7% | +10.5% | 0.001% | |
10/10/2024 | Lion Street Advisors LLC | 374 | $0.23M | 0.1% | N/A | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 4,348 | $2.69M | 0.1% | +4.8% | 0.001% | |
10/10/2024 | Simplicity Wealth LLC | 1,678 | $1.04M | 0.1% | -93.6% | 0.000% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 123,380 | $76.32M | 4.0% | +5,154.7% | 0.032% | |
10/9/2024 | Marshall & Sullivan Inc. WA | 8,746 | $5.41M | 2.6% | -2.4% | 0.002% | |
10/9/2024 | Nvest Financial LLC | 2,765 | $1.71M | 1.0% | +2.6% | 0.001% | |
10/9/2024 | Pine Haven Investment Counsel Inc | 325 | $0.20M | 0.2% | -13.3% | 0.000% | |
10/9/2024 | Castle Rock Wealth Management LLC | 3,162 | $1.89M | 0.5% | +1.8% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 910 | $0.56M | 0.1% | -4.5% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 1,268 | $0.78M | 0.4% | +2.5% | 0.000% | |
10/9/2024 | Sarasin & Partners LLP | 488,325 | $302.06M | 2.8% | -12.8% | 0.128% | |
10/9/2024 | Independence Bank of Kentucky | 3,162 | $1.96M | 0.4% | +16.2% | 0.001% | |
10/9/2024 | Clarius Group LLC | 2,808 | $1.73M | 0.1% | -2.4% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 42,043 | $26.01M | 1.8% | +9.4% | 0.011% | |
10/9/2024 | CCM Investment Advisers LLC | 29,099 | $18M | 2.0% | +0.2% | 0.008% | |
10/9/2024 | San Luis Wealth Advisors LLC | 436 | $0.27M | 0.1% | N/A | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 1,619 | $1M | 0.1% | -27.1% | 0.000% | |
10/9/2024 | Albion Financial Group UT | 26,062 | $16.12M | 1.1% | +0.3% | 0.007% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 356 | $0.21M | 0.0% | N/A | 0.000% | |
10/9/2024 | Pinnacle Bancorp Inc. | 733 | $0.45M | 0.1% | +4.1% | 0.000% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 11,117 | $6.88M | 2.4% | +2.1% | 0.003% | |
10/9/2024 | Tobam | 537 | $0.33M | 0.1% | -10.5% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 6,114 | $3.78M | 0.7% | -15.5% | 0.002% | |
10/9/2024 | Quotient Wealth Partners LLC | 1,254 | $0.78M | 0.0% | +3.5% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 332 | $0.21M | 0.1% | N/A | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 340 | $0.21M | 0.0% | N/A | 0.000% | |
10/9/2024 | UMB Bank n.a. | 40,773 | $25.22M | 0.4% | -2.5% | 0.011% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 41,758 | $25.83M | 1.8% | +3.1% | 0.011% | |
10/9/2024 | Perpetual Ltd | 283,486 | $175.36M | 1.9% | -0.7% | 0.074% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 1,836 | $1.14M | 0.0% | +4.0% | 0.000% | |
10/9/2024 | Wedmont Private Capital | 2,338 | $1.40M | 0.1% | +14.2% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 1,108 | $0.69M | 0.1% | -5.1% | 0.000% | |
10/8/2024 | CWM LLC | 35,114 | $21.72M | 0.1% | +91.3% | 0.009% | |
10/8/2024 | Daymark Wealth Partners LLC | 709 | $0.44M | 0.0% | +14.5% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 7,834 | $4.85M | 1.2% | +0.5% | 0.002% | |
10/8/2024 | Royal Fund Management LLC | 9,040 | $5.59M | 0.3% | +112.3% | 0.002% | |
10/8/2024 | First PREMIER Bank | 160 | $99K | 0.0% | +344.4% | 0.000% | |
10/8/2024 | ACT Wealth Management LLC | 340 | $0.21M | 0.1% | N/A | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 334 | $0.21M | 0.0% | N/A | 0.000% | |
10/8/2024 | True North Advisors LLC | 569 | $0.35M | 0.1% | -13.3% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 2,616 | $1.62M | 0.2% | +0.8% | 0.001% | |
10/8/2024 | Marquette Asset Management LLC | 635 | $0.39M | 0.1% | +217.5% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 16,520 | $10.22M | 1.2% | +3.9% | 0.004% | |
10/8/2024 | Brookstone Capital Management | 2,558 | $1.58M | 0.0% | +3.1% | 0.001% | |
10/8/2024 | Reliant Investment Management LLC | 12,046 | $7.45M | 3.5% | -1.0% | 0.003% | |
10/8/2024 | City Holding Co. | 4,315 | $2.67M | 0.4% | -20.6% | 0.001% | |
10/8/2024 | Artemis Investment Management LLP | 16,877 | $10.44M | 0.2% | +103.1% | 0.004% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 360 | $0.22M | 0.0% | +13.9% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 2,829 | $1.75M | 0.1% | +81.3% | 0.001% | |
10/8/2024 | Park Place Capital Corp | 2,687 | $1.66M | 0.5% | -3.2% | 0.001% | |
10/8/2024 | Tealwood Asset Management Inc. | 2,521 | $1.56M | 0.7% | N/A | 0.001% | |
10/8/2024 | Traveka Wealth LLC | 625 | $0.39M | 0.2% | +3.6% | 0.000% | |
10/8/2024 | Lbmc Investment Advisors LLC | 345 | $0.21M | 0.0% | N/A | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 11,707 | $7.24M | 0.5% | -1.0% | 0.003% | |
10/8/2024 | Clean Yield Group | 2,806 | $1.74M | 0.6% | -1.2% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,848 | $3M | 0.1% | -2.9% | 0.001% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 9,901 | $6.13M | 1.9% | +4.6% | 0.003% | |
10/8/2024 | Axiom Advisory LLC | 1,216 | $0.72M | 0.0% | +1.6% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 586 | $0.36M | 0.0% | -6.5% | 0.000% | |
10/8/2024 | Chesley Taft & Associates LLC | 40,071 | $24.79M | 1.2% | +0.1% | 0.010% | |
10/8/2024 | Callan Family Office LLC | 5,022 | $3.11M | 0.5% | +21.0% | 0.001% | |
10/8/2024 | Aprio Wealth Management LLC | 867 | $0.54M | 0.1% | +9.5% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 500 | $0.31M | 0.1% | +15.2% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 4,942 | $3.06M | 0.3% | -3.6% | 0.001% | |
10/8/2024 | Verde Servicos Internacionais S.A. | 17,235 | $10.66M | 4.9% | -5.8% | 0.005% | |
10/8/2024 | Atwood & Palmer Inc. | 54,557 | $33.75M | 2.3% | +0.5% | 0.014% | |
10/8/2024 | Mather Group LLC. | 2,770 | $1.71M | 0.0% | -12.7% | 0.001% | |
10/8/2024 | Security National Bank | 9,924 | $6.14M | 0.8% | +0.4% | 0.003% | |
10/7/2024 | New England Research & Management Inc. | 2,215 | $1.37M | 0.6% | +94.3% | 0.001% | |
10/7/2024 | Bank of New Hampshire | 1,456 | $0.90M | 0.2% | +11.5% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 4,854 | $3M | 1.8% | -2.9% | 0.001% | |
10/7/2024 | Foster Group Inc. | 336 | $0.21M | 0.0% | N/A | 0.000% | |
10/7/2024 | Salvus Wealth Management LLC | 1,132 | $0.70M | 0.4% | +3.5% | 0.000% | |
10/7/2024 | Fragasso Financial Advisors Inc | 8,979 | $5.55M | 0.4% | -1.6% | 0.002% | |
10/7/2024 | Fulton Bank N.A. | 7,873 | $4.87M | 0.2% | -3.0% | 0.002% | |
10/7/2024 | Prentice Wealth Management LLC | 970 | $0.60M | 0.2% | +6.2% | 0.000% | |
10/7/2024 | Value Partners Investments Inc. | 4,807 | $2.97M | 0.1% | +1.2% | 0.001% | |
10/7/2024 | Miracle Mile Advisors LLC | 5,915 | $3.66M | 0.1% | +2.7% | 0.002% | |
10/7/2024 | Consilio Wealth Advisors LLC | 425 | $0.26M | 0.1% | N/A | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 587 | $0.36M | 0.1% | +8.9% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 897 | $0.56M | 0.3% | -14.8% | 0.000% | |
10/7/2024 | Diversified Trust Co | 10,190 | $6.30M | 0.2% | +7.6% | 0.003% | |
10/7/2024 | GAMMA Investing LLC | 4,851 | $3M | 0.3% | +29.8% | 0.001% | |
10/5/2024 | Handelsbanken Fonder AB | 392,981 | $243.09M | 1.0% | +0.6% | 0.103% | |
10/5/2024 | Bard Financial Services Inc. | 1,125 | $0.70M | 0.1% | -50.5% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 13,899 | $8.60M | 1.1% | +0.4% | 0.004% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 4,398 | $2.72M | 1.6% | +0.4% | 0.001% | |
10/5/2024 | Wallace Advisory Group LLC | 2,984 | $1.85M | 1.3% | -1.2% | 0.001% | |
10/5/2024 | Inspirion Wealth Advisors LLC | 350 | $0.22M | 0.0% | N/A | 0.000% | |
10/5/2024 | Harbor Investment Advisory LLC | 295 | $0.18M | 0.0% | -10.9% | 0.000% | |