4/18/2024 | Plimoth Trust Co. LLC | 1,168 | $0.97M | 0.3% | -1.7% | 0.001% | |
4/18/2024 | Silverlake Wealth Management LLC | 432 | $0.36M | 0.2% | +11.6% | 0.000% | |
4/18/2024 | Eagle Ridge Investment Management | 14,439 | $12.04M | 1.1% | -0.6% | 0.010% | |
4/18/2024 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 169 | $0.14M | 0.0% | +43.2% | 0.000% | |
4/18/2024 | Capital Advisors Ltd. LLC | 691 | $0.58M | 0.1% | +3.0% | 0.000% | |
4/18/2024 | Exchange Capital Management Inc. | 13,704 | $11.43M | 1.9% | -1.3% | 0.009% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 12,770 | $10.65M | 0.4% | -0.5% | 0.009% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 653 | $0.54M | 0.1% | -2.2% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 29,783 | $24.83M | 0.0% | +60.6% | 0.020% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 2,079 | $1.73M | 0.7% | +2.2% | 0.001% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 1,074 | $0.90M | 0.2% | -4.4% | 0.001% | |
4/18/2024 | Hexagon Capital Partners LLC | 213 | $0.18M | 0.0% | -14.8% | 0.000% | |
4/18/2024 | Park Place Capital Corp | 1,007 | $0.84M | 0.3% | -25.7% | 0.001% | |
4/18/2024 | O ROURKE & COMPANY Inc | 481 | $0.40M | 0.2% | -37.7% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 1,687 | $1.41M | 0.2% | +138.3% | 0.001% | |
4/18/2024 | Talbot Financial LLC | 12,081 | $10.07M | 1.3% | +1.1% | 0.008% | |
4/18/2024 | Miracle Mile Advisors LLC | 568 | $0.47M | 0.0% | +5.4% | 0.000% | |
4/18/2024 | Kowal Investment Group LLC | 723 | $0.60M | 0.1% | +6.5% | 0.000% | |
4/18/2024 | BKM Wealth Management LLC | 3,375 | $2.81M | 1.2% | -0.6% | 0.002% | |
4/18/2024 | Diversified Trust Co | 6,507 | $5.43M | 0.2% | +10.8% | 0.004% | |
4/18/2024 | Aviance Capital Partners LLC | 8,730 | $7.28M | 1.1% | +2.9% | 0.006% | |
4/18/2024 | Mirador Capital Partners LP | 5,432 | $4.53M | 0.9% | -0.5% | 0.004% | |
4/18/2024 | SteelPeak Wealth LLC | 2,835 | $2.36M | 0.1% | N/A | 0.002% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 4,116 | $3.43M | 1.2% | +62.0% | 0.003% | |
4/18/2024 | Arlington Financial Advisors LLC | 4,759 | $3.97M | 0.9% | +10.6% | 0.003% | |
4/18/2024 | Waterway Wealth Management LLC | 827 | $0.69M | 0.3% | +23.6% | 0.001% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 3,659 | $3.05M | 0.9% | +1.3% | 0.002% | |
4/17/2024 | Trilogy Capital Inc. | 419 | $0.35M | 0.0% | +8.3% | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 404 | $0.34M | 0.0% | N/A | 0.000% | |
4/17/2024 | River Street Advisors LLC | 1,990 | $1.66M | 1.1% | +7.4% | 0.001% | |
4/17/2024 | Physician Wealth Advisors Inc. | 294 | $0.25M | 0.1% | N/A | 0.000% | |
4/17/2024 | New Mexico Educational Retirement Board | 8,289 | $6.33M | 0.2% | +6.4% | 0.006% | |
4/17/2024 | Brown Miller Wealth Management LLC | 2,907 | $2.42M | 1.1% | -21.2% | 0.002% | |
4/17/2024 | CRA Financial Services LLC | 345 | $0.29M | 0.1% | -16.7% | 0.000% | |
4/17/2024 | Gibson Capital LLC | 213 | $0.18M | 0.0% | N/A | 0.000% | |
4/17/2024 | Chemung Canal Trust Co. | 607 | $0.51M | 0.1% | +4.8% | 0.000% | |
4/17/2024 | Romano Brothers AND Company | 1,997 | $1.67M | 0.2% | -2.4% | 0.001% | |
4/17/2024 | Investment Research & Advisory Group Inc. | 5,220 | $4.35M | 2.0% | +0.6% | 0.004% | |
4/17/2024 | Burns J W & Co. Inc. NY | 840 | $0.70M | 0.1% | -2.3% | 0.001% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 6,304 | $5.26M | 0.3% | -2.4% | 0.004% | |
4/16/2024 | MCF Advisors LLC | 456 | $0.38M | 0.0% | -3.4% | 0.000% | |
4/16/2024 | Toth Financial Advisory Corp | 8,882 | $7.41M | 0.9% | +7.6% | 0.006% | |
4/16/2024 | Trust Co. of Virginia VA | 21,132 | $17.62M | 1.7% | -2.9% | 0.014% | |
4/16/2024 | Trifecta Capital Advisors LLC | 4,214 | $3.51M | 0.9% | +4.2% | 0.003% | |
4/16/2024 | Occidental Asset Management LLC | 247 | $0.21M | 0.0% | N/A | 0.000% | |
4/16/2024 | Independence Bank of Kentucky | 1,210 | $1.01M | 0.3% | +6.1% | 0.001% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 273 | $0.23M | 0.2% | -16.8% | 0.000% | |
4/16/2024 | Webster Bank N. A. | 13,148 | $10.96M | 1.2% | -1.6% | 0.009% | |
4/16/2024 | New England Research & Management Inc. | 3,058 | $2.55M | 1.3% | +619.5% | 0.002% | |
4/16/2024 | Norway Savings Bank | 1,696 | $1.41M | 0.6% | +26.8% | 0.001% | |
4/16/2024 | Stillwater Capital Advisors LLC | 19,200 | $16.01M | 2.4% | -0.1% | 0.013% | |
4/16/2024 | Harbour Capital Advisors LLC | 4,396 | $3.59M | 0.9% | +0.8% | 0.003% | |
4/16/2024 | AMF Tjanstepension AB | 28,976 | $24.18M | 0.2% | -24.5% | 0.019% | |
4/16/2024 | Atlantic Union Bankshares Corp | 1,695 | $1.41M | 0.1% | -6.8% | 0.001% | |
4/16/2024 | Capital Asset Advisory Services LLC | 513 | $0.41M | 0.0% | -24.2% | 0.000% | |
4/16/2024 | Indiana Trust & Investment Management CO | 2,896 | $2.41M | 1.0% | +5.5% | 0.002% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 1,344 | $1.12M | 0.2% | +14.9% | 0.001% | |
4/16/2024 | Hengehold Capital Management LLC | 5,182 | $4.32M | 0.5% | -0.8% | 0.003% | |
4/16/2024 | Congress Park Capital LLC | 275 | $0.23M | 0.1% | -35.3% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 2,942 | $2.45M | 0.4% | +12.1% | 0.002% | |
4/16/2024 | Investment Partners LTD. | 450 | $0.38M | 0.2% | N/A | 0.000% | |
4/16/2024 | Thrive Wealth Management LLC | 361 | $0.30M | 0.1% | +15.0% | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 427 | $0.35M | 0.3% | -5.9% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,774 | $24.82M | 0.1% | +2.4% | 0.020% | |
4/16/2024 | Franklin Street Advisors Inc. NC | 32,795 | $27.34M | 2.0% | +3.2% | 0.022% | |
4/15/2024 | Graybill Wealth Management LTD. | 8,052 | $6.71M | 2.8% | -0.4% | 0.005% | |
4/15/2024 | Agate Pass Investment Management LLC | 564 | $0.47M | 0.3% | +26.2% | 0.000% | |
4/15/2024 | Sovereign Financial Group Inc. | 252 | $0.21M | 0.1% | N/A | 0.000% | |
4/15/2024 | Brookstone Capital Management | 583 | $0.49M | 0.0% | +9.6% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 849 | $0.71M | 0.1% | +26.0% | 0.001% | |
4/15/2024 | CIC Wealth LLC | 3,795 | $3.16M | 0.9% | -2.9% | 0.003% | |
4/15/2024 | Chemistry Wealth Management LLC | 1,483 | $1.24M | 0.3% | -6.3% | 0.001% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 696 | $0.58M | 0.1% | +2.5% | 0.000% | |
4/15/2024 | West Paces Advisors Inc. | 175 | $0.15M | 0.0% | +10.1% | 0.000% | |
4/15/2024 | Security National Bank | 7,491 | $6.25M | 0.9% | +1.9% | 0.005% | |
4/15/2024 | Prentice Wealth Management LLC | 278 | $0.23M | 0.1% | N/A | 0.000% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 776 | $0.65M | 0.4% | -3.0% | 0.001% | |
4/13/2024 | First Financial Corp IN | 219 | $0.18M | 0.1% | -10.6% | 0.000% | |
4/13/2024 | Parkside Investments LLC | 1,000 | $0.83M | 0.1% | +25.0% | 0.001% | |
4/13/2024 | Hoxton Planning & Management LLC | 859 | $0.72M | 0.3% | +2.3% | 0.001% | |
4/13/2024 | Columbus Macro LLC | 919 | $0.77M | 0.3% | -3.5% | 0.001% | |
4/13/2024 | Sarasin & Partners LLP | 67,073 | $55.92M | 0.6% | +7.7% | 0.045% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 6,388 | $5.33M | 0.2% | -17.9% | 0.004% | |
4/12/2024 | Fermata Advisors LLC | 350 | $0.29M | 0.1% | +27.7% | 0.000% | |
4/12/2024 | West Coast Financial LLC | 288 | $0.24M | 0.0% | N/A | 0.000% | |
4/12/2024 | Mechanics Bank Trust Department | 3,912 | $3.26M | 0.5% | -1.8% | 0.003% | |
4/12/2024 | Factory Mutual Insurance Co. | 20,700 | $17.26M | 0.2% | -1.9% | 0.014% | |
4/12/2024 | Riverview Trust Co | 1,156 | $0.96M | 0.7% | +3.1% | 0.001% | |
4/12/2024 | Gateway Investment Advisers LLC | 2,873 | $2.40M | 0.0% | +4.5% | 0.002% | |
4/12/2024 | Wealth Management Partners LLC | 754 | $0.63M | 0.3% | -4.6% | 0.001% | |
4/12/2024 | Strong Tower Advisory Services | 1,897 | $1.57M | 0.6% | +3.1% | 0.001% | |
4/12/2024 | Austin Private Wealth LLC | 424 | $0.35M | 0.0% | +13.1% | 0.000% | |
4/12/2024 | CGN Advisors LLC | 2,567 | $2.14M | 0.3% | -1.8% | 0.002% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 15,305 | $12.03M | 2.3% | +0.2% | 0.010% | |
4/12/2024 | Doliver Advisors LP | 821 | $0.68M | 0.2% | -25.2% | 0.001% | |
4/12/2024 | Perkins Coie Trust Co | 7,015 | $5.85M | 1.4% | +0.4% | 0.005% | |
4/12/2024 | CMH Wealth Management LLC | 8,135 | $6.78M | 1.7% | -7.9% | 0.005% | |
4/12/2024 | Harbor Investment Advisory LLC | 7,533 | $6.28M | 0.6% | -0.6% | 0.005% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 94 | $79K | 0.0% | +154.1% | 0.000% | |
4/12/2024 | AdvisorNet Financial Inc | 498 | $0.42M | 0.0% | +32.8% | 0.000% | |