10/9/2024 | Quotient Wealth Partners LLC | 4,219 | $1.04M | 0.0% | +5.8% | 0.001% | |
10/9/2024 | Financial Advisory Partners LLC | 14,902 | $3.67M | 1.2% | -2.0% | 0.002% | |
10/9/2024 | A. D. Beadell Investment Counsel Inc. | 4,259 | $1.05M | 0.8% | -7.6% | 0.001% | |
10/9/2024 | Matrix Trust Co | 7,248 | $1.79M | 0.3% | -4.0% | 0.001% | |
10/9/2024 | UMB Bank n.a. | 120,651 | $29.74M | 0.5% | -2.2% | 0.020% | |
10/9/2024 | Advocate Group LLC | 34,632 | $8.54M | 1.5% | +2.9% | 0.006% | |
10/9/2024 | Northstar Group Inc. | 14,033 | $3.46M | 0.6% | -1.6% | 0.002% | |
10/9/2024 | Morton Capital Management LLC CA | 1,240 | $0.31M | 0.1% | +8.2% | 0.000% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 2,671 | $0.66M | 0.0% | +2.6% | 0.000% | |
10/9/2024 | Perpetual Ltd | 10,122 | $2.50M | 0.0% | -1.2% | 0.002% | |
10/9/2024 | Pensionfund Sabic | 6,500 | $1.60M | 0.5% | -13.3% | 0.001% | |
10/9/2024 | Somerset Trust Co | 1,032 | $0.25M | 0.1% | +5.1% | 0.000% | |
10/9/2024 | High Note Wealth LLC | 2,757 | $0.68M | 0.2% | -3.8% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 5,602 | $1.38M | 0.0% | +1.8% | 0.001% | |
10/9/2024 | Wedmont Private Capital | 4,743 | $1.12M | 0.1% | +10.8% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 2,795 | $0.69M | 0.1% | +4.4% | 0.000% | |
10/8/2024 | CWM LLC | 109,527 | $27M | 0.1% | -23.0% | 0.018% | |
10/8/2024 | Daymark Wealth Partners LLC | 25,748 | $6.35M | 0.2% | -0.7% | 0.004% | |
10/8/2024 | Saxon Interests Inc. | 2,643 | $0.65M | 0.3% | +6.1% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 10,155 | $2.50M | 1.7% | +4.7% | 0.002% | |
10/8/2024 | First National Corp MA ADV | 1,454 | $0.36M | 0.1% | -4.7% | 0.000% | |
10/8/2024 | First PREMIER Bank | 31,898 | $7.86M | 2.0% | -1.5% | 0.005% | |
10/8/2024 | True North Advisors LLC | 1,228 | $0.30M | 0.1% | -9.0% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 853 | $0.21M | 0.0% | N/A | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 6,418 | $1.58M | 0.2% | -28.7% | 0.001% | |
10/8/2024 | Hoxton Planning & Management LLC | 2,424 | $0.60M | 0.2% | -3.0% | 0.000% | |
10/8/2024 | Sage Capital Advisors llc | 16,126 | $3.98M | 1.0% | N/A | 0.003% | |
10/8/2024 | Marquette Asset Management LLC | 553 | $0.14M | 0.0% | -57.5% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 4,132 | $0.98M | 0.2% | +2.0% | 0.001% | |
10/8/2024 | Brookstone Capital Management | 19,239 | $4.74M | 0.1% | +1.0% | 0.003% | |
10/8/2024 | Trust Co of Kansas | 4,564 | $1.13M | 0.5% | +5.0% | 0.001% | |
10/8/2024 | Reliant Investment Management LLC | 838 | $0.21M | 0.1% | N/A | 0.000% | |
10/8/2024 | O Keefe Stevens Advisory Inc. | 15,158 | $3.74M | 1.1% | +16.0% | 0.002% | |
10/8/2024 | Artemis Investment Management LLP | 10,461 | $2.58M | 0.0% | -64.5% | 0.002% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 298 | $73K | 0.0% | +27.4% | 0.000% | |
10/8/2024 | Park Place Capital Corp | 1,511 | $0.37M | 0.1% | -17.4% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 10,345 | $2.55M | 0.2% | +12.0% | 0.002% | |
10/8/2024 | Tealwood Asset Management Inc. | 9,726 | $2.40M | 1.0% | N/A | 0.002% | |
10/8/2024 | Traveka Wealth LLC | 1,357 | $0.34M | 0.2% | +3.4% | 0.000% | |
10/8/2024 | Insight Wealth Strategies LLC | 9,172 | $2.26M | 0.3% | +2.8% | 0.002% | |
10/8/2024 | Legacy Private Trust Co. | 54,309 | $13.39M | 0.9% | -5.2% | 0.009% | |
10/8/2024 | Bridge Creek Capital Management LLC | 17,021 | $4.20M | 1.3% | -0.4% | 0.003% | |
10/8/2024 | Marion Wealth Management | 6,056 | $1.49M | 0.4% | +4.2% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 32,063 | $7.90M | 0.2% | +0.6% | 0.005% | |
10/8/2024 | Axiom Advisory LLC | 2,496 | $0.60M | 0.0% | +2.7% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 46,926 | $11.57M | 0.5% | -3.1% | 0.008% | |
10/8/2024 | Chesley Taft & Associates LLC | 50,645 | $12.48M | 0.6% | -0.6% | 0.008% | |
10/8/2024 | Callan Family Office LLC | 3,546 | $0.87M | 0.1% | +7.1% | 0.001% | |
10/8/2024 | Kesler Norman & Wride LLC | 24,561 | $6.05M | 1.2% | -5.5% | 0.004% | |
10/8/2024 | Aprio Wealth Management LLC | 963 | $0.24M | 0.0% | +8.3% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 351 | $87K | 0.0% | -20.4% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 2,388 | $0.59M | 0.1% | +16.2% | 0.000% | |
10/8/2024 | Bath Savings Trust Co | 8,191 | $2.02M | 0.2% | -1.2% | 0.001% | |
10/8/2024 | Verde Servicos Internacionais S.A. | 7,070 | $1.74M | 0.8% | -85.6% | 0.001% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 5,435 | $1.34M | 0.1% | -1.3% | 0.001% | |
10/8/2024 | Mather Group LLC. | 3,280 | $0.81M | 0.0% | -13.8% | 0.001% | |
10/8/2024 | Threadgill Financial LLC | 31,537 | $7.77M | 4.6% | -0.7% | 0.005% | |
10/7/2024 | New England Research & Management Inc. | 7,514 | $1.85M | 0.9% | -6.2% | 0.001% | |
10/7/2024 | Fragasso Financial Advisors Inc | 21,972 | $5.42M | 0.4% | +6.5% | 0.004% | |
10/7/2024 | Fulton Bank N.A. | 15,477 | $3.82M | 0.1% | -11.3% | 0.003% | |
10/7/2024 | Miracle Mile Advisors LLC | 38,173 | $9.41M | 0.2% | +0.8% | 0.006% | |
10/7/2024 | Consilio Wealth Advisors LLC | 884 | $0.22M | 0.1% | N/A | 0.000% | |
10/7/2024 | Chemistry Wealth Management LLC | 919 | $0.23M | 0.1% | N/A | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 1,065 | $0.26M | 0.1% | -28.8% | 0.000% | |
10/7/2024 | Diversified Trust Co | 18,983 | $4.68M | 0.1% | +23.8% | 0.003% | |
10/7/2024 | Azzad Asset Management Inc. ADV | 8,632 | $2.13M | 0.2% | +3.0% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 9,224 | $2.27M | 0.2% | +27.7% | 0.002% | |
10/5/2024 | Handelsbanken Fonder AB | 259,154 | $63.88M | 0.3% | +3.7% | 0.043% | |
10/5/2024 | Orser Capital Management LLC | 9,582 | $2.36M | 1.8% | -1.4% | 0.002% | |
10/5/2024 | waypoint wealth counsel | 949 | $0.23M | 0.2% | N/A | 0.000% | |
10/5/2024 | Cullen Investment Group LTD. | 47,482 | $11.70M | 1.7% | -0.6% | 0.008% | |
10/5/2024 | Bard Financial Services Inc. | 2,360 | $0.58M | 0.1% | -34.6% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 5,723 | $1.41M | 0.2% | -1.4% | 0.001% | |
10/5/2024 | Quent Capital LLC | 2,719 | $0.67M | 0.1% | -2.8% | 0.000% | |
10/5/2024 | Harbor Investment Advisory LLC | 7,947 | $1.96M | 0.2% | -0.5% | 0.001% | |
10/5/2024 | Central Valley Advisors LLC | 8,508 | $2.10M | 1.2% | +1.4% | 0.001% | |
10/5/2024 | Goelzer Investment Management Inc. | 23,265 | $5.73M | 0.3% | +30.4% | 0.004% | |
10/4/2024 | Peoples Bank KS | 3,383 | $0.83M | 0.6% | N/A | 0.001% | |
10/4/2024 | HBW Advisory Services LLC | 3,575 | $0.88M | 0.1% | -4.0% | 0.001% | |
10/3/2024 | Rockland Trust Co. | 114,885 | $28.32M | 1.4% | +10.6% | 0.019% | |
10/3/2024 | Abacus Wealth Partners LLC | 2,527 | $0.62M | 0.1% | -43.7% | 0.000% | |
10/3/2024 | Monterey Private Wealth Inc. | 1,190 | $0.29M | 0.1% | -10.1% | 0.000% | |
10/3/2024 | Apella Capital LLC | 985 | $0.24M | 0.0% | N/A | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 27,153 | $6.69M | 0.1% | -13.2% | 0.004% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 10,671 | $2.63M | 0.3% | -2.4% | 0.002% | |
10/3/2024 | Farmers Trust Co. | 13,021 | $3.21M | 0.6% | +7.1% | 0.002% | |
10/3/2024 | Bright Rock Capital Management LLC | 41,500 | $10.23M | 2.1% | +23.9% | 0.007% | |
10/3/2024 | Curbstone Financial Management Corp | 2,394 | $0.59M | 0.1% | -2.6% | 0.000% | |
10/3/2024 | Czech National Bank | 124,100 | $30.59M | 0.3% | +6.7% | 0.020% | |
10/2/2024 | General Partner Inc. | 7,407 | $1.83M | 1.1% | -9.2% | 0.001% | |
10/2/2024 | Armstrong Henry H Associates Inc. | 65,652 | $16.18M | 1.5% | +1.6% | 0.011% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 44,632 | $11M | 0.3% | +2.6% | 0.007% | |
10/2/2024 | Trust Co. of Toledo NA OH | 15,683 | $3.87M | 0.5% | +2.7% | 0.003% | |
10/2/2024 | Abacus Planning Group Inc. | 84,941 | $20.94M | 3.7% | +0.2% | 0.014% | |
10/2/2024 | American National Bank & Trust | 42,927 | $10.58M | 1.2% | -0.5% | 0.007% | |
10/2/2024 | Doliver Advisors LP | 1,273 | $0.31M | 0.1% | -5.1% | 0.000% | |
10/1/2024 | Davis Capital Management | 7,657 | $1.89M | 1.5% | +1.5% | 0.001% | |
10/1/2024 | Appleton Partners Inc. MA | 3,755 | $0.93M | 0.1% | -2.4% | 0.001% | |
10/1/2024 | Park National Corp OH | 13,698 | $3.38M | 0.1% | -3.7% | 0.002% | |
10/1/2024 | Emprise Bank | 4,741 | $1.17M | 0.7% | -11.2% | 0.001% | |