10/9/2024 | Tobam | 4,196 | $1.15M | 0.2% | +12.1% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 34,245 | $9.42M | 1.8% | -0.2% | 0.002% | |
10/9/2024 | Sendero Wealth Management LLC | 17,840 | $4.91M | 0.8% | +8.6% | 0.001% | |
10/9/2024 | GEM Asset Management LLC | 3,650 | $1M | 0.6% | -2.7% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 10,510 | $2.89M | 0.1% | -8.3% | 0.001% | |
10/9/2024 | SS&H Financial Advisors Inc. | 9,394 | $2.58M | 0.9% | +1.9% | 0.001% | |
10/9/2024 | Financial Advisory Partners LLC | 12,843 | $3.53M | 1.2% | -2.3% | 0.001% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 82,859 | $22.78M | 2.5% | +2.7% | 0.005% | |
10/9/2024 | UMB Bank n.a. | 145,554 | $40.02M | 0.6% | -2.3% | 0.008% | |
10/9/2024 | Cadinha & Co. LLC | 7,059 | $1.94M | 0.3% | -81.1% | 0.000% | |
10/9/2024 | Cypress Wealth Services LLC | 3,284 | $0.90M | 0.2% | -2.1% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 10,802 | $2.97M | 0.5% | +21.0% | 0.001% | |
10/9/2024 | Morton Capital Management LLC CA | 3,665 | $1.01M | 0.2% | +17.4% | 0.000% | |
10/9/2024 | Sanders Morris Harris LLC | 9,586 | $2.64M | 0.4% | +4.0% | 0.001% | |
10/9/2024 | Heritage Wealth Partners LLC | 1,614 | $0.44M | 0.5% | -35.4% | 0.000% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 4,141 | $1.14M | 0.1% | -9.8% | 0.000% | |
10/9/2024 | Pensionfund Sabic | 11,600 | $3.19M | 1.0% | -14.7% | 0.001% | |
10/9/2024 | USA Financial Formulas | 1,237 | $0.34M | 0.1% | -7.8% | 0.000% | |
10/9/2024 | Patten Group Inc. | 42,037 | $11.56M | 2.6% | +1.7% | 0.002% | |
10/9/2024 | Enterprise Bank & Trust Co | 11,138 | $3.06M | 1.0% | -0.5% | 0.001% | |
10/9/2024 | Adirondack Trust Co. | 5,007 | $1.38M | 0.5% | +1.2% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 286,617 | $78.81M | 2.5% | -1.4% | 0.016% | |
10/9/2024 | Wedmont Private Capital | 22,217 | $6.08M | 0.3% | +34.1% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 10,458 | $2.88M | 0.3% | +3.5% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 3,735 | $1.03M | 0.2% | -5.0% | 0.000% | |
10/9/2024 | Abner Herrman & Brock LLC | 854 | $0.24M | 0.0% | -7.6% | 0.000% | |
10/8/2024 | West Financial Advisors LLC | 145 | $40K | 0.0% | +101.4% | 0.000% | |
10/8/2024 | Daymark Wealth Partners LLC | 175,126 | $48.15M | 1.6% | +0.3% | 0.010% | |
10/8/2024 | Saxon Interests Inc. | 1,745 | $0.48M | 0.2% | -10.1% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 1,378 | $0.38M | 0.1% | -5.3% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 11,246 | $3.09M | 2.1% | +5.2% | 0.001% | |
10/8/2024 | First National Corp MA ADV | 3,841 | $1.06M | 0.2% | +1.0% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 1,499 | $0.41M | 0.3% | N/A | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 97,000 | $26.56M | 3.5% | +1.6% | 0.005% | |
10/8/2024 | Perkins Coie Trust Co | 29,726 | $8.17M | 1.8% | -1.3% | 0.002% | |
10/8/2024 | First PREMIER Bank | 3,417 | $0.94M | 0.2% | +12.4% | 0.000% | |
10/8/2024 | True North Advisors LLC | 4,864 | $1.34M | 0.3% | -2.2% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,238 | $0.34M | 0.0% | +4.4% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 1,376 | $0.38M | 0.3% | -24.5% | 0.000% | |
10/8/2024 | Osher Van de Voorde Investment Management | 75,313 | $20.71M | 4.5% | -0.3% | 0.004% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 36,149 | $9.94M | 1.0% | -0.4% | 0.002% | |
10/8/2024 | Pathway Financial Advisors LLC | 1,411 | $0.39M | 0.1% | +13.6% | 0.000% | |
10/8/2024 | Marquette Asset Management LLC | 1,440 | $0.40M | 0.1% | +95.7% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 3,340 | $0.91M | 0.1% | -13.8% | 0.000% | |
10/8/2024 | Talbot Financial LLC | 55,147 | $15.16M | 1.8% | +3.1% | 0.003% | |
10/8/2024 | Brookstone Capital Management | 38,106 | $10.48M | 0.2% | +9.0% | 0.002% | |
10/8/2024 | Trust Co of Kansas | 19,213 | $5.28M | 2.6% | +0.8% | 0.001% | |
10/8/2024 | City Holding Co. | 27,057 | $7.44M | 1.0% | -0.4% | 0.001% | |
10/8/2024 | Artemis Investment Management LLP | 22,457 | $6.18M | 0.1% | -90.3% | 0.001% | |
10/8/2024 | Mattson Financial Services LLC | 8,698 | $2.28M | 0.8% | -0.7% | 0.000% | |
10/8/2024 | Country Trust Bank | 270,906 | $74.49M | 1.8% | +0.3% | 0.015% | |
10/8/2024 | FCF Advisors LLC | 10,629 | $2.92M | 0.7% | -33.4% | 0.001% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 14,377 | $3.95M | 0.7% | +2.2% | 0.001% | |
10/8/2024 | Atomi Financial Group Inc. | 13,350 | $3.67M | 0.2% | +5.9% | 0.001% | |
10/8/2024 | Park Place Capital Corp | 9,655 | $2.66M | 0.8% | -10.4% | 0.001% | |
10/8/2024 | Tealwood Asset Management Inc. | 5,987 | $1.65M | 0.7% | N/A | 0.000% | |
10/8/2024 | Traveka Wealth LLC | 2,606 | $0.72M | 0.4% | +3.4% | 0.000% | |
10/8/2024 | Legacy Private Trust Co. | 9,178 | $2.52M | 0.2% | +5.1% | 0.001% | |
10/8/2024 | Clean Yield Group | 679 | $0.19M | 0.1% | +25.3% | 0.000% | |
10/8/2024 | Trium Capital LLP | 8,624 | $2.37M | 0.7% | +21.6% | 0.000% | |
10/8/2024 | Anderson Hoagland & Co. | 53,008 | $14.73M | 1.5% | -1.2% | 0.003% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 38,610 | $10.62M | 0.3% | +1.9% | 0.002% | |
10/8/2024 | Tlwm | 5,161 | $1.42M | 0.3% | -1.5% | 0.000% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 23,298 | $6.41M | 2.0% | +2.1% | 0.001% | |
10/8/2024 | Axiom Advisory LLC | 3,584 | $0.97M | 0.0% | +12.8% | 0.000% | |
10/8/2024 | Evanson Asset Management LLC | 2,335 | $0.64M | 0.0% | -6.8% | 0.000% | |
10/8/2024 | Alpha Cubed Investments LLC | 117,802 | $32.39M | 1.4% | +2.7% | 0.006% | |
10/8/2024 | Chesley Taft & Associates LLC | 131,467 | $36.15M | 1.7% | -0.4% | 0.007% | |
10/8/2024 | Cardinal Point Capital Management ULC | 1,406 | $0.39M | 0.1% | N/A | 0.000% | |
10/8/2024 | Eastover Investment Advisors LLC | 24,180 | $6.65M | 3.1% | +12.8% | 0.001% | |
10/8/2024 | Skyline Advisors Inc. | 1,460 | $0.40M | 0.2% | +7.5% | 0.000% | |
10/8/2024 | Callan Family Office LLC | 3,480 | $0.96M | 0.2% | +3.8% | 0.000% | |
10/8/2024 | Kesler Norman & Wride LLC | 12,668 | $3.48M | 0.7% | -6.1% | 0.001% | |
10/8/2024 | Exeter Financial LLC | 838 | $0.23M | 0.1% | -30.5% | 0.000% | |
10/8/2024 | Chapin Davis Inc. | 3,670 | $1.01M | 0.3% | +11.8% | 0.000% | |
10/8/2024 | Omega Financial Group LLC | 3,137 | $0.86M | 0.3% | -1.4% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 10,357 | $2.85M | 0.3% | +1.8% | 0.001% | |
10/8/2024 | Ignite Planners LLC | 2,822 | $0.78M | 0.2% | +3.6% | 0.000% | |
10/8/2024 | Versant Capital Management Inc | 3,668 | $1.01M | 0.2% | +6.8% | 0.000% | |
10/8/2024 | Pacifica Partners Inc. | 20,594 | $5.66M | 2.3% | -1.1% | 0.001% | |
10/8/2024 | Bath Savings Trust Co | 19,035 | $5.23M | 0.5% | -1.1% | 0.001% | |
10/8/2024 | Greenfield Savings Bank | 5,255 | $1.45M | 0.7% | +4.7% | 0.000% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 3,534 | $0.97M | 0.1% | -8.2% | 0.000% | |
10/8/2024 | Mather Group LLC. | 38,300 | $10.53M | 0.1% | -10.9% | 0.002% | |
10/8/2024 | Threadgill Financial LLC | 54,901 | $15.10M | 9.0% | -0.7% | 0.003% | |
10/8/2024 | Security National Bank | 38,642 | $10.63M | 1.4% | +0.4% | 0.002% | |
10/7/2024 | New England Research & Management Inc. | 5,277 | $1.45M | 0.7% | +91.8% | 0.000% | |
10/7/2024 | Bank of New Hampshire | 4,119 | $1.13M | 0.3% | -4.3% | 0.000% | |
10/7/2024 | Stokes Capital Advisors LLC | 33,987 | $9.35M | 2.4% | +3.7% | 0.002% | |
10/7/2024 | Sterling Group Wealth Management LLC | 1,374 | $0.38M | 0.2% | -15.7% | 0.000% | |
10/7/2024 | Cohen Investment Advisors LLC | 12,995 | $3.57M | 2.2% | +10.1% | 0.001% | |
10/7/2024 | Foster Group Inc. | 2,793 | $0.77M | 0.0% | -3.5% | 0.000% | |
10/7/2024 | Salvus Wealth Management LLC | 3,176 | $0.87M | 0.5% | +4.6% | 0.000% | |
10/7/2024 | SignalPoint Asset Management LLC | 4,001 | $1.10M | 0.3% | +2.3% | 0.000% | |
10/7/2024 | Fragasso Financial Advisors Inc | 32,256 | $8.87M | 0.7% | -2.6% | 0.002% | |
10/7/2024 | Fulton Bank N.A. | 32,514 | $8.94M | 0.3% | +2.1% | 0.002% | |
10/7/2024 | Founders Capital Management | 619 | $0.17M | 0.1% | -15.8% | 0.000% | |
10/7/2024 | McLean Asset Management Corp | 3,557 | $0.99M | 0.3% | -2.0% | 0.000% | |
10/7/2024 | Kwmg LLC | 739 | $0.20M | 0.0% | N/A | 0.000% | |
10/7/2024 | KWB Wealth | 2,832 | $0.74M | 0.1% | -25.2% | 0.000% | |