4/17/2024 | Jeppson Wealth Management LLC | 202,563 | $3.57M | 1.4% | -1.9% | 0.003% | |
4/17/2024 | Cornerstone Wealth Group LLC | 281,841 | $4.96M | 0.5% | +0.7% | 0.004% | |
4/17/2024 | MPS Loria Financial Planners LLC | 13,781 | $0.24M | 0.1% | -9.6% | 0.000% | |
4/17/2024 | New Mexico Educational Retirement Board | 415,262 | $7.31M | 0.3% | +11.6% | 0.006% | |
4/17/2024 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,918 | $0.70M | 0.3% | +1.7% | 0.001% | |
4/17/2024 | Winthrop Advisory Group LLC | 19,729 | $0.35M | 0.0% | +5.8% | 0.000% | |
4/17/2024 | Symphony Financial Ltd. Co. | 57,485 | $1.01M | 0.2% | -40.2% | 0.001% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 474,902 | $8.36M | 1.6% | -5.0% | 0.007% | |
4/17/2024 | Romano Brothers AND Company | 169,539 | $2.98M | 0.4% | +12.6% | 0.002% | |
4/17/2024 | Grimes & Company Inc. | 30,709 | $0.54M | 0.0% | -8.5% | 0.000% | |
4/17/2024 | First Bank & Trust | 162,656 | $2.86M | 0.6% | +4.5% | 0.002% | |
4/17/2024 | Burns J W & Co. Inc. NY | 21,642 | $0.38M | 0.1% | -7.3% | 0.000% | |
4/17/2024 | Griffin Asset Management Inc. | 118,531 | $2.09M | 0.2% | +5.5% | 0.002% | |
4/16/2024 | Trust Co. of Virginia VA | 48,629 | $0.86M | 0.1% | -4.5% | 0.001% | |
4/16/2024 | First Dallas Securities Inc. | 89,383 | $1.57M | 0.7% | -5.5% | 0.001% | |
4/16/2024 | Viewpoint Capital Management LLC | 32,124 | $0.57M | 0.4% | -17.3% | 0.000% | |
4/16/2024 | Hodges Capital Management Inc. | 43,242 | $0.76M | 0.0% | -2.2% | 0.001% | |
4/16/2024 | Weaver Consulting Group | 23,490 | $0.41M | 0.2% | +9.4% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 119,987 | $2.11M | 0.4% | N/A | 0.002% | |
4/16/2024 | Independence Bank of Kentucky | 6,243 | $0.11M | 0.0% | +48.4% | 0.000% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 12,171 | $0.21M | 0.2% | -45.5% | 0.000% | |
4/16/2024 | OneAscent Financial Services LLC | 40,338 | $0.71M | 0.1% | -5.8% | 0.001% | |
4/16/2024 | Webster Bank N. A. | 43,617 | $0.77M | 0.1% | -2.7% | 0.001% | |
4/16/2024 | Norway Savings Bank | 10,060 | $0.18M | 0.1% | -18.3% | 0.000% | |
4/16/2024 | Tsfg LLC | 7,516 | $0.13M | 0.0% | -30.4% | 0.000% | |
4/16/2024 | AMF Tjanstepension AB | 659,661 | $11.61M | 0.1% | N/A | 0.009% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 3,308 | $58K | 0.0% | +974.0% | 0.000% | |
4/16/2024 | Guyasuta Investment Advisors Inc. | 51,960 | $0.87M | 0.1% | -1.6% | 0.001% | |
4/16/2024 | Addenda Capital Inc. | 327,042 | $5.76M | 0.3% | -0.3% | 0.005% | |
4/16/2024 | LongView Wealth Management | 41,031 | $0.72M | 0.3% | -19.5% | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 12,390 | $0.22M | 0.1% | +5.4% | 0.000% | |
4/16/2024 | Capital Asset Advisory Services LLC | 170,469 | $2.97M | 0.2% | +11.3% | 0.002% | |
4/16/2024 | Courier Capital LLC | 65,097 | $1.15M | 0.1% | -4.0% | 0.001% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 44,432 | $0.78M | 0.1% | N/A | 0.001% | |
4/16/2024 | Hennessy Advisors Inc. | 321,660 | $5.66M | 0.2% | +24.2% | 0.004% | |
4/16/2024 | Cypress Wealth Services LLC | 12,276 | $0.22M | 0.1% | +11.0% | 0.000% | |
4/16/2024 | Buckley Wealth Management LLC | 133,700 | $2.35M | 0.8% | -2.9% | 0.002% | |
4/16/2024 | Congress Park Capital LLC | 12,500 | $0.22M | 0.1% | -7.4% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 63,605 | $1.12M | 0.2% | +1.9% | 0.001% | |
4/16/2024 | Investment Partners LTD. | 12,062 | $0.21M | 0.1% | -13.8% | 0.000% | |
4/16/2024 | Thrive Wealth Management LLC | 38,442 | $0.68M | 0.1% | +5.6% | 0.001% | |
4/16/2024 | Towerpoint Wealth LLC | 11,290 | $0.20M | 0.1% | -67.5% | 0.000% | |
4/16/2024 | Chesley Taft & Associates LLC | 38,972 | $0.69M | 0.0% | +6.5% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 994,467 | $17.50M | 0.0% | -34.9% | 0.014% | |
4/16/2024 | Viking Fund Management LLC | 75,000 | $1.32M | 0.2% | +15.4% | 0.001% | |
4/16/2024 | Mosley Wealth Management | 18,781 | $0.33M | 0.3% | N/A | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 4,375 | $77K | 0.0% | -16.4% | 0.000% | |
4/15/2024 | Exeter Financial LLC | 46,843 | $0.82M | 0.4% | +53.5% | 0.001% | |
4/15/2024 | Sar Wealth Management Group LLC | 22,657 | $0.40M | 0.4% | -5.7% | 0.000% | |
4/15/2024 | WealthCare Investment Partners LLC | 23,613 | $0.42M | 0.2% | -25.3% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 73,404 | $1.29M | 0.0% | +9.0% | 0.001% | |
4/15/2024 | Revolve Wealth Partners LLC | 11,633 | $0.21M | 0.0% | N/A | 0.000% | |
4/15/2024 | Aspiriant LLC | 15,664 | $0.28M | 0.0% | -5.6% | 0.000% | |
4/15/2024 | St. Johns Investment Management Company LLC | 24,503 | $0.43M | 0.2% | +4.0% | 0.000% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 82,567 | $1.45M | 0.8% | -10.8% | 0.001% | |
4/15/2024 | GoalVest Advisory LLC | 84,852 | $1.49M | 0.5% | +5.0% | 0.001% | |
4/15/2024 | Sovereign Financial Group Inc. | 45,797 | $0.81M | 0.2% | +34.0% | 0.001% | |
4/15/2024 | Future Financial Wealth Managment LLC | 34,947 | $0.62M | 0.5% | -3.2% | 0.000% | |
4/15/2024 | AHL Investment Management Inc. | 121,957 | $2.15M | 1.6% | -5.5% | 0.002% | |
4/15/2024 | Brookstone Capital Management | 765,682 | $13.48M | 0.2% | -22.3% | 0.011% | |
4/15/2024 | RMR Wealth Builders | 11,153 | $0.20M | 0.0% | N/A | 0.000% | |
4/15/2024 | Elevated Capital Advisors LLC | 104,698 | $1.84M | 0.5% | +1.1% | 0.001% | |
4/15/2024 | Sunbelt Securities Inc. | 174,923 | $3.08M | 0.3% | +2.9% | 0.002% | |
4/15/2024 | Atlas Capital Advisors LLC | 140,971 | $2.48M | 0.4% | +48.6% | 0.002% | |
4/15/2024 | Eagle Rock Investment Company LLC | 18,298 | $0.32M | 0.1% | -6.0% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 109,646 | $1.93M | 0.2% | -17.8% | 0.002% | |
4/15/2024 | Mcdonald Partners LLC | 33,827 | $0.60M | 0.2% | +57.9% | 0.000% | |
4/15/2024 | Sound Income Strategies LLC | 1,075,108 | $18.92M | 1.4% | +7.9% | 0.015% | |
4/15/2024 | Arkfeld Wealth Strategies L.L.C. | 22,985 | $0.39M | 0.2% | -7.2% | 0.000% | |
4/15/2024 | Kwmg LLC | 256,219 | $4.51M | 0.5% | +3.9% | 0.004% | |
4/15/2024 | Richelieu Gestion SA | 131,946 | $2.32M | 2.4% | -16.8% | 0.002% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 34,698 | $0.61M | 0.4% | -2.4% | 0.000% | |
4/13/2024 | First Financial Corp IN | 9,912 | $0.17M | 0.1% | -7.2% | 0.000% | |
4/13/2024 | Columbus Macro LLC | 67,138 | $1.18M | 0.4% | -5.5% | 0.001% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 11,009 | $0.19M | 0.0% | -11.0% | 0.000% | |
4/13/2024 | Community Bank of Raymore | 144,348 | $2.54M | 1.2% | -26.8% | 0.002% | |
4/13/2024 | Evanson Asset Management LLC | 18,154 | $0.32M | 0.0% | -5.8% | 0.000% | |
4/13/2024 | Legacy Wealth Management Inc | 92,170 | $1.62M | 0.1% | N/A | 0.001% | |
4/13/2024 | Wallace Advisory Group LLC | 35,748 | $0.60M | 0.4% | -12.5% | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 174,890 | $3.08M | 0.1% | +1.1% | 0.002% | |
4/12/2024 | Gilman Hill Asset Management LLC | 44,417 | $0.78M | 0.1% | -10.0% | 0.001% | |
4/12/2024 | Annex Advisory Services LLC | 20,299 | $0.36M | 0.0% | +30.0% | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 1,891,970 | $33.30M | 0.4% | -1.2% | 0.026% | |
4/12/2024 | Central Valley Advisors LLC | 23,078 | $0.41M | 0.2% | +4.1% | 0.000% | |
4/12/2024 | Jacobs & Co. CA | 45,274 | $0.80M | 0.1% | -40.1% | 0.001% | |
4/12/2024 | Charles Schwab Trust Co | 16,594 | $0.29M | 0.0% | +13.4% | 0.000% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 18,662 | $0.33M | 0.1% | +26.9% | 0.000% | |
4/12/2024 | Austin Private Wealth LLC | 18,345 | $0.32M | 0.0% | +12.9% | 0.000% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 255,370 | $4.19M | 0.8% | -0.6% | 0.004% | |
4/12/2024 | Worth Asset Management LLC | 13,246 | $0.23M | 0.1% | -91.0% | 0.000% | |
4/12/2024 | Doliver Advisors LP | 12,696 | $0.22M | 0.1% | -7.1% | 0.000% | |
4/12/2024 | Perkins Coie Trust Co | 157,231 | $2.77M | 0.6% | +0.9% | 0.002% | |
4/12/2024 | Ignite Planners LLC | 82,139 | $1.44M | 0.4% | -17.1% | 0.001% | |
4/12/2024 | Pacifica Partners Inc. | 10,795 | $0.19M | 0.1% | +10.2% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 138,408 | $2.44M | 0.0% | N/A | 0.002% | |
4/12/2024 | Southland Equity Partners LLC | 33,139 | $0.58M | 0.2% | +2.1% | 0.000% | |
4/12/2024 | Lloyd Advisory Services LLC. | 103,865 | $1.83M | 0.4% | +287.7% | 0.001% | |
4/12/2024 | AdvisorNet Financial Inc | 20,002 | $0.35M | 0.0% | +12.3% | 0.000% | |
4/12/2024 | CHICAGO TRUST Co NA | 55,108 | $0.97M | 0.2% | +1.9% | 0.001% | |
4/12/2024 | Northwest Investment Counselors LLC | 9,076 | $0.16M | 0.0% | N/A | 0.000% | |