4/23/2024 | Wealth Effects LLC | 7,250 | $1.10M | 0.4% | -20.2% | 0.000% | |
4/23/2024 | Hanson & Doremus Investment Management | 28,376 | $4.32M | 0.7% | -0.4% | 0.000% | |
4/23/2024 | Clarus Group Inc. | 11,466 | $1.75M | 1.2% | +35.4% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,780,083 | $271.04M | 0.4% | +0.9% | 0.014% | |
4/23/2024 | Stonegate Investment Group LLC | 19,554 | $2.98M | 0.1% | +1.4% | 0.000% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 7,050 | $1.07M | 0.9% | -1.6% | 0.000% | |
4/23/2024 | Mount Vernon Associates Inc. MD | 42,725 | $6.51M | 5.5% | -0.2% | 0.000% | |
4/23/2024 | Sutton Place Investors LLC | 3,008 | $0.46M | 0.2% | N/A | 0.000% | |
4/23/2024 | Sapient Capital LLC | 142,543 | $21.70M | 0.5% | -0.7% | 0.001% | |
4/23/2024 | Prospect Financial Services LLC | 37,469 | $5.71M | 4.7% | +1.3% | 0.000% | |
4/23/2024 | Wendell David Associates Inc. | 1,851 | $0.28M | 0.0% | +12.9% | 0.000% | |
4/22/2024 | Pacific Sage Partners LLC | 10,011 | $1.52M | 0.4% | -2.3% | 0.000% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 22,064 | $3.36M | 0.2% | -1.2% | 0.000% | |
4/22/2024 | Strategic Financial Concepts LLC | 6,651 | $1.01M | 0.2% | N/A | 0.000% | |
4/22/2024 | Confluence Wealth Services Inc. | 19,968 | $3.04M | 0.3% | +13.2% | 0.000% | |
4/22/2024 | Founders Capital Management LLC | 465,335 | $70.85M | 13.1% | -0.9% | 0.004% | |
4/22/2024 | Vishria Bird Financial Group LLC | 13,299 | $2.03M | 0.9% | +2.5% | 0.000% | |
4/22/2024 | Weybosset Research & Management LLC | 1,560 | $0.24M | 0.1% | -4.9% | 0.000% | |
4/22/2024 | Forza Wealth Management LLC | 3,480 | $0.53M | 0.3% | -28.7% | 0.000% | |
4/22/2024 | American Financial Advisors LLC | 3,518 | $0.54M | 0.1% | +6.1% | 0.000% | |
4/22/2024 | Cortland Associates Inc. MO | 200,328 | $30.50M | 3.9% | -3.7% | 0.002% | |
4/22/2024 | Intrinsic Value Partners LLC | 56,330 | $8.58M | 9.1% | -1.8% | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 16,444 | $2.50M | 0.3% | -3.7% | 0.000% | |
4/22/2024 | Harbour Trust & Investment Management Co | 154,200 | $23.48M | 2.9% | +1.7% | 0.001% | |
4/22/2024 | Legacy CG LLC | 43,386 | $6.61M | 2.4% | +1.8% | 0.000% | |
4/22/2024 | Greystone Financial Group LLC | 3,727 | $0.57M | 0.1% | +11.7% | 0.000% | |
4/22/2024 | HF Advisory Group LLC | 29,807 | $4.54M | 2.5% | +9.8% | 0.000% | |
4/22/2024 | PFG Investments LLC | 73,480 | $11.19M | 0.7% | +208.1% | 0.001% | |
4/22/2024 | Family Investment Center Inc. | 2,493 | $0.38M | 0.1% | +33.0% | 0.000% | |
4/22/2024 | Financial Management Network Inc. | 17,962 | $2.73M | 0.7% | -1.8% | 0.000% | |
4/22/2024 | Altfest L J & Co. Inc. | 42,888 | $6.53M | 0.9% | +2.4% | 0.000% | |
4/22/2024 | Oakworth Capital Inc. | 193,628 | $29.48M | 2.2% | +1.0% | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 54,592 | $8.31M | 0.6% | -1.8% | 0.000% | |
4/22/2024 | Outlook Wealth Advisors LLC | 3,380 | $0.52M | 0.2% | +59.0% | 0.000% | |
4/22/2024 | Donaldson Capital Management LLC | 11,807 | $1.80M | 0.1% | -2.3% | 0.000% | |
4/22/2024 | Raymond James & Associates | 4,739,666 | $721.66M | 0.5% | -9.5% | 0.038% | |
4/22/2024 | Waycross Investment Management Co | 12,791 | $1.95M | 1.8% | +5.9% | 0.000% | |
4/22/2024 | Signature Wealth Management Group | 8,046 | $1.25M | 0.6% | +9.9% | 0.000% | |
4/22/2024 | MBL Wealth LLC | 10,432 | $1.59M | 0.2% | -1.4% | 0.000% | |
4/22/2024 | Westbourne Investment Advisors Inc. | 10,435 | $1.59M | 0.6% | -5.9% | 0.000% | |
4/22/2024 | Aurora Private Wealth Inc. | 8,071 | $1.26M | 1.1% | +6.3% | 0.000% | |
4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 99,435 | $15.14M | 2.9% | -0.7% | 0.001% | |
4/22/2024 | Professional Advisory Services Inc. | 222,835 | $33.93M | 4.6% | +4.3% | 0.002% | |
4/22/2024 | EFG Asset Management Americas Corp. | 65,265 | $9.94M | 3.0% | -44.2% | 0.001% | |
4/22/2024 | Shikiar Asset Management Inc. | 111,845 | $17.03M | 5.0% | -5.9% | 0.001% | |
4/22/2024 | Progressive Investment Management Corp | 115,293 | $17.56M | 4.8% | -0.7% | 0.001% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 134,082 | $20.42M | 4.3% | -0.4% | 0.001% | |
4/22/2024 | IFM Investors Pty Ltd | 1,107,817 | $168.68M | 1.8% | -0.7% | 0.009% | |
4/22/2024 | Everpar Advisors LLC | 10,150 | $1.55M | 0.9% | -29.7% | 0.000% | |
4/22/2024 | Beacon Financial Planning Inc. | 1,604 | $0.24M | 0.2% | -3.8% | 0.000% | |
4/22/2024 | Marmo Financial Group LLC | 1,330 | $0.20M | 0.1% | N/A | 0.000% | |
4/22/2024 | Benchmark Financial Wealth Advisors LLC | 2,749 | $0.42M | 0.2% | +9.4% | 0.000% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 98,012 | $14.92M | 0.9% | +0.3% | 0.001% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 1,340 | $0.20M | 0.2% | -9.5% | 0.000% | |
4/22/2024 | Strategic Advisors LLC | 6,946 | $1.06M | 0.2% | -2.1% | 0.000% | |
4/20/2024 | Maryland State Retirement & Pension System | 392,625 | $61.34M | 1.2% | +0.6% | 0.003% | |
4/20/2024 | BetterWealth LLC | 20,343 | $3.10M | 1.0% | -2.0% | 0.000% | |
4/20/2024 | Cohen Investment Advisors LLC | 7,141 | $1.08M | 0.7% | +87.4% | 0.000% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 23,085 | $3.52M | 0.1% | -10.6% | 0.000% | |
4/19/2024 | Horizon Bancorp Inc. IN | 2,568 | $0.39M | 0.2% | +4.9% | 0.000% | |
4/19/2024 | Everett Harris & Co. CA | 2,108,268 | $321.01M | 4.3% | -0.6% | 0.017% | |
4/19/2024 | GenTrust LLC | 2,305 | $0.35M | 0.0% | -8.2% | 0.000% | |
4/19/2024 | Teamwork Financial Advisors LLC | 25,779 | $3.93M | 0.6% | -6.0% | 0.000% | |
4/19/2024 | Veracity Capital LLC | 8,882 | $1.35M | 0.5% | -16.2% | 0.000% | |
4/19/2024 | Willis Johnson & Associates Inc. | 3,116 | $0.47M | 0.0% | +2.7% | 0.000% | |
4/19/2024 | Whelan Financial | 2,866 | $0.44M | 0.2% | +30.4% | 0.000% | |
4/19/2024 | Marshall Financial Group LLC | 27,447 | $4.18M | 1.2% | +2.9% | 0.000% | |
4/19/2024 | American National Bank & Trust Co. VA | 82,797 | $12.61M | 3.0% | N/A | 0.001% | |
4/19/2024 | Level Financial Advisors | 1,360 | $0.21M | 0.1% | -6.8% | 0.000% | |
4/19/2024 | Retirement Guys Formula LLC | 9,310 | $1.42M | 0.7% | +17.2% | 0.000% | |
4/19/2024 | Oak Harvest Investment Services | 2,129 | $0.32M | 0.1% | +41.8% | 0.000% | |
4/19/2024 | Park Edge Advisors LLC | 6,141 | $0.94M | 0.3% | -22.6% | 0.000% | |
4/19/2024 | Financial Perspectives Inc | 27,356 | $4.17M | 1.6% | +2.2% | 0.000% | |
4/19/2024 | ZRC Wealth Management LLC | 15,493 | $2.36M | 1.2% | -5.0% | 0.000% | |
4/19/2024 | Spinnaker Investment Group LLC | 2,341 | $0.36M | 0.1% | +3.7% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 41,599 | $6.33M | 0.5% | +4.7% | 0.000% | |
4/19/2024 | Wealthstar Advisors LLC | 2,650 | $0.40M | 0.1% | +9.1% | 0.000% | |
4/19/2024 | Cornerstone Wealth Management LLC | 28,169 | $4.29M | 0.3% | +7.4% | 0.000% | |
4/19/2024 | Advisor Resource Council | 18,903 | $2.66M | 1.1% | +91.1% | 0.000% | |
4/19/2024 | Kovack Advisors Inc. | 40,541 | $6.17M | 0.7% | +27.9% | 0.000% | |
4/19/2024 | Massachusetts Wealth Management | 1,790 | $0.27M | 0.2% | +5.9% | 0.000% | |
4/19/2024 | Mainsail Financial Group LLC | 8,465 | $1.29M | 0.9% | +1.6% | 0.000% | |
4/19/2024 | Financial Sense Advisors Inc. | 76,436 | $11.64M | 3.8% | +935.0% | 0.001% | |
4/19/2024 | PCG Wealth Advisors LLC | 1,823 | $0.28M | 0.1% | +5.8% | 0.000% | |
4/19/2024 | Madrona Financial Services LLC | 7,376 | $1.12M | 0.4% | +1.7% | 0.000% | |
4/19/2024 | Westside Investment Management Inc. | 32,468 | $4.99M | 1.2% | -6.9% | 0.000% | |
4/19/2024 | Bourgeon Capital Management LLC | 12,246 | $1.87M | 0.4% | +68.5% | 0.000% | |
4/19/2024 | Meadow Creek Wealth Advisors LLC | 13,248 | $2.02M | 1.4% | +274.9% | 0.000% | |
4/19/2024 | Wallington Asset Management LLC | 77,062 | $11.73M | 1.8% | +1.1% | 0.001% | |
4/19/2024 | Lake Street Private Wealth LLC | 83,832 | $12.76M | 1.8% | -2.7% | 0.001% | |
4/19/2024 | Valley National Advisers Inc. | 4,240 | $0.65M | 0.1% | +5.7% | 0.000% | |
4/19/2024 | Trust Co. of Oklahoma | 12,436 | $1.89M | 0.7% | -5.1% | 0.000% | |
4/19/2024 | OMNI 360 Wealth Inc. | 4,298 | $0.65M | 0.5% | -1.9% | 0.000% | |
4/19/2024 | BluePath Capital Management LLC | 4,480 | $0.68M | 0.5% | -39.7% | 0.000% | |
4/19/2024 | State of Alaska Department of Revenue | 740,675 | $112.77M | 1.3% | -0.3% | 0.006% | |
4/19/2024 | KFG Wealth Management LLC | 3,177 | $0.48M | 0.2% | N/A | 0.000% | |
4/19/2024 | Yoder Wealth Management Inc. | 5,389 | $0.82M | 0.5% | -6.5% | 0.000% | |
4/19/2024 | Olstein Capital Management L.P. | 38,000 | $5.79M | 0.9% | -19.1% | 0.000% | |
4/19/2024 | Albion Financial Group UT | 11,784 | $1.79M | 0.1% | -2.0% | 0.000% | |
4/19/2024 | Marest Capital LLC | 13,749 | $2.09M | 1.9% | -32.1% | 0.000% | |