4/18/2024 | Dash Acquisitions Inc. | 32,622 | $5.48M | 1.7% | -2.7% | 0.000% | |
4/18/2024 | Capital Advisors Ltd. LLC | 38,636 | $6.63M | 0.9% | +2.0% | 0.000% | |
4/18/2024 | Woodmont Investment Counsel LLC | 179,821 | $30.84M | 2.6% | +2.2% | 0.001% | |
4/18/2024 | Financial Strategies Group Inc. | 41,318 | $7.01M | 1.9% | +33.1% | 0.000% | |
4/18/2024 | Exchange Capital Management Inc. | 29,378 | $5.04M | 0.8% | +0.2% | 0.000% | |
4/18/2024 | Synergy Asset Management LLC | 114,539 | $19.64M | 3.3% | +37.2% | 0.001% | |
4/18/2024 | Narus Financial Partners LLC | 18,462 | $3.17M | 1.4% | -1.4% | 0.000% | |
4/18/2024 | Westhampton Capital LLC | 99,456 | $17.06M | 9.3% | -0.1% | 0.001% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 10,635 | $1.82M | 0.5% | -1.7% | 0.000% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 461,571 | $79.15M | 2.7% | -0.3% | 0.003% | |
4/18/2024 | Cullinan Associates Inc. | 760,875 | $130.48M | 7.3% | +1.5% | 0.005% | |
4/18/2024 | Iams Wealth Management LLC | 6,486 | $1.18M | 0.7% | +23.5% | 0.000% | |
4/18/2024 | tru Independence LLC | 35,061 | $6.01M | 1.8% | -1.0% | 0.000% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 145,039 | $24.87M | 6.1% | -2.7% | 0.001% | |
4/18/2024 | Panoramic Investment Advisors LLC | 9,747 | $1.67M | 1.2% | +26.9% | 0.000% | |
4/18/2024 | Main Line Retirement Advisors LLC | 5,193 | $0.89M | 0.7% | +54.5% | 0.000% | |
4/18/2024 | Raub Brock Capital Management LP | 3,470 | $0.60M | 0.1% | -30.6% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 4,502,739 | $772.13M | 1.2% | -9.3% | 0.029% | |
4/18/2024 | Eagle Capital Management LLC | 54,760 | $9.39M | 4.2% | -1.4% | 0.000% | |
4/18/2024 | Stordahl Capital Management Inc. | 4,497 | $0.77M | 0.2% | -11.1% | 0.000% | |
4/18/2024 | Tributary Capital Management LLC | 18,282 | $3.14M | 0.3% | -2.9% | 0.000% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 30,176 | $5.18M | 2.1% | +2.6% | 0.000% | |
4/18/2024 | Steele Capital Management Inc. | 134,126 | $23M | 1.3% | +0.2% | 0.001% | |
4/18/2024 | Stewart & Patten Co. LLC | 189,580 | $32.51M | 4.9% | -1.4% | 0.001% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 96,137 | $16.49M | 4.3% | -8.8% | 0.001% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 18,711 | $3.21M | 1.6% | -9.3% | 0.000% | |
4/18/2024 | AlphaMark Advisors LLC | 12,283 | $2.11M | 0.7% | -1.3% | 0.000% | |
4/18/2024 | Congress Wealth Management LLC DE | 524,160 | $89.88M | 1.6% | -17.2% | 0.003% | |
4/18/2024 | Oak Thistle LLC | 1,965 | $0.34M | 0.3% | -79.3% | 0.000% | |
4/18/2024 | Dominguez Wealth Management Solutions Inc. | 72,986 | $12.52M | 9.9% | -0.1% | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 67,814 | $11.63M | 2.6% | -0.7% | 0.000% | |
4/18/2024 | Consilio Wealth Advisors LLC | 12,881 | $2.21M | 1.0% | +2.8% | 0.000% | |
4/18/2024 | Park Place Capital Corp | 25,493 | $4.37M | 1.6% | +6.3% | 0.000% | |
4/18/2024 | Silvia Mccoll Wealth Management LLC | 50,810 | $8.53M | 7.3% | -0.2% | 0.000% | |
4/18/2024 | O ROURKE & COMPANY Inc | 90,584 | $15.53M | 9.0% | +1.7% | 0.001% | |
4/18/2024 | Claro Advisors LLC | 115,051 | $19.73M | 3.4% | -0.6% | 0.001% | |
4/18/2024 | Choice Wealth Advisors LLC | 36,541 | $6.27M | 3.8% | +10.7% | 0.000% | |
4/18/2024 | Talbot Financial LLC | 380,723 | $65.29M | 8.7% | +1.9% | 0.002% | |
4/18/2024 | Harbor Island Capital LLC | 97,938 | $16.79M | 7.7% | -0.8% | 0.001% | |
4/18/2024 | CCG Wealth Management LLC | 11,309 | $1.94M | 1.2% | +9.2% | 0.000% | |
4/18/2024 | Miracle Mile Advisors LLC | 517,929 | $88.82M | 2.2% | +0.3% | 0.003% | |
4/18/2024 | Hubbell Strickland Wealth Management LLC | 7,586 | $1.30M | 0.7% | +1.3% | 0.000% | |
4/18/2024 | MGO Private Wealth LLC | 26,744 | $4.59M | 2.9% | +1.2% | 0.000% | |
4/18/2024 | Chico Wealth RIA | 6,161 | $1.06M | 1.0% | +15.5% | 0.000% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 4,107 | $0.70M | 0.4% | -54.7% | 0.000% | |
4/18/2024 | Echo45 Advisors LLC | 15,055 | $2.58M | 1.9% | +47.1% | 0.000% | |
4/18/2024 | Little House Capital LLC | 82,635 | $14.17M | 4.7% | -10.3% | 0.001% | |
4/18/2024 | Kowal Investment Group LLC | 46,816 | $8.03M | 1.7% | +1.4% | 0.000% | |
4/18/2024 | O Brien Wealth Partners LLC | 21,659 | $3.71M | 0.9% | -3.6% | 0.000% | |
4/18/2024 | Horizon Wealth Management LLC | 66,705 | $11.44M | 3.0% | -0.1% | 0.000% | |
4/18/2024 | HFG Advisors Inc. | 4,120 | $0.71M | 0.6% | -19.1% | 0.000% | |
4/18/2024 | Financial Life Advisors | 1,267 | $0.22M | 0.1% | +14.9% | 0.000% | |
4/18/2024 | Oliver Luxxe Assets LLC | 6,738 | $1.16M | 0.2% | -2.2% | 0.000% | |
4/18/2024 | Golden Road Advisors LLC | 7,949 | $1.36M | 1.1% | -2.8% | 0.000% | |
4/18/2024 | Udine Wealth Management Inc. | 83,240 | $14.27M | 10.3% | -11.2% | 0.001% | |
4/18/2024 | BKM Wealth Management LLC | 45,006 | $7.72M | 3.3% | +2.6% | 0.000% | |
4/18/2024 | Wolff Wiese Magana LLC | 20,949 | $3.59M | 3.1% | -10.9% | 0.000% | |
4/18/2024 | Diversified Trust Co | 489,005 | $83.86M | 2.5% | +1.6% | 0.003% | |
4/18/2024 | RHS Financial LLC | 7,026 | $1.21M | 0.7% | -1.8% | 0.000% | |
4/18/2024 | Caerus Investment Advisors LLC | 16,967 | $2.91M | 2.8% | -5.3% | 0.000% | |
4/18/2024 | Skyline Advisors Inc. | 25,144 | $4.31M | 1.9% | -3.4% | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 263,707 | $45.22M | 6.7% | +4.7% | 0.002% | |
4/18/2024 | Mirador Capital Partners LP | 98,274 | $16.85M | 3.2% | +3.3% | 0.001% | |
4/18/2024 | Chapin Davis Inc. | 101,339 | $17.38M | 6.3% | -8.1% | 0.001% | |
4/18/2024 | Pettinga Financial Advisors LLC | 47,141 | $8.08M | 2.1% | -1.9% | 0.000% | |
4/18/2024 | MorganRosel Wealth Management LLC | 6,123 | $1.05M | 0.4% | -40.4% | 0.000% | |
4/18/2024 | Omega Financial Group LLC | 7,741 | $1.33M | 0.5% | +3.1% | 0.000% | |
4/18/2024 | Oak Asset Management LLC | 155,643 | $26.69M | 10.0% | +1.0% | 0.001% | |
4/18/2024 | Francis Financial Inc. | 15,902 | $2.73M | 0.9% | +6.5% | 0.000% | |
4/18/2024 | Successful Portfolios LLC | 22,888 | $3.93M | 2.7% | -4.5% | 0.000% | |
4/18/2024 | Compass Ion Advisors LLC | 25,975 | $4.45M | 0.6% | -0.3% | 0.000% | |
4/18/2024 | LVW Advisors LLC | 130,470 | $22.37M | 3.8% | -1.0% | 0.001% | |
4/18/2024 | Roberts Wealth Advisors LLC | 65,714 | $11.35M | 4.2% | -0.6% | 0.000% | |
4/18/2024 | Citizens Business Bank | 74,252 | $12.73M | 2.7% | -2.3% | 0.000% | |
4/18/2024 | Koss Olinger Consulting LLC | 32,221 | $5.53M | 3.0% | +88.2% | 0.000% | |
4/18/2024 | Mayfair Advisory Group LLC | 30,638 | $5.25M | 3.8% | +2.5% | 0.000% | |
4/18/2024 | Barry Investment Advisors LLC | 35,683 | $6.12M | 2.0% | -0.5% | 0.000% | |
4/18/2024 | Financial Partners Group LLC | 33,633 | $5.77M | 2.2% | -0.3% | 0.000% | |
4/18/2024 | Seneca House Advisors | 22,253 | $3.82M | 1.7% | -15.2% | 0.000% | |
4/18/2024 | ADE LLC | 15,152 | $2.60M | 1.7% | -0.4% | 0.000% | |
4/18/2024 | Breakwater Capital Group | 77,029 | $13.21M | 3.3% | -2.2% | 0.000% | |
4/18/2024 | Ironwood Financial llc | 211,735 | $36.31M | 8.3% | -2.7% | 0.001% | |
4/18/2024 | Optas LLC | 63,910 | $10.96M | 3.0% | -6.4% | 0.000% | |
4/18/2024 | Clarity Wealth Advisors LLC | 126,294 | $21.66M | 7.3% | +0.5% | 0.001% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 53,014 | $9.09M | 3.1% | -0.2% | 0.000% | |
4/18/2024 | WJ Wealth Management LLC | 14,480 | $2.48M | 1.0% | +3.8% | 0.000% | |
4/18/2024 | AMI Investment Management Inc. | 11,610 | $1.99M | 0.7% | -3.7% | 0.000% | |
4/18/2024 | Chatham Capital Group Inc. | 82,443 | $14.14M | 2.6% | -3.9% | 0.001% | |
4/18/2024 | Arlington Financial Advisors LLC | 116,726 | $20.02M | 4.4% | -6.6% | 0.001% | |
4/18/2024 | Waterway Wealth Management LLC | 7,763 | $1.33M | 0.6% | -29.2% | 0.000% | |
4/17/2024 | Strata Wealth Advisors LLC | 16,835 | $2.89M | 1.0% | +31.3% | 0.000% | |
4/17/2024 | Deltec Asset Management LLC | 25,004 | $4.29M | 0.8% | +18.3% | 0.000% | |
4/17/2024 | Stephens Consulting LLC | 13,089 | $2.24M | 0.7% | -10.6% | 0.000% | |
4/17/2024 | Fiduciary Alliance LLC | 148,250 | $25.21M | 4.5% | -3.3% | 0.001% | |
4/17/2024 | Sandy Cove Advisors LLC | 47,694 | $8.18M | 3.8% | +16.6% | 0.000% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 71,622 | $12.28M | 3.5% | +1.0% | 0.000% | |
4/17/2024 | D.B. Root & Company LLC | 40,757 | $6.99M | 2.4% | -11.4% | 0.000% | |
4/17/2024 | Trilogy Capital Inc. | 13,223 | $2.27M | 0.1% | +27.0% | 0.000% | |
4/17/2024 | Red Door Wealth Management LLC | 109,871 | $18.84M | 3.6% | +1.1% | 0.001% | |
4/17/2024 | Gradient Capital Advisors LLC | 88,721 | $15.21M | 5.6% | -6.2% | 0.001% | |