10/25/2024 | Mutual Advisors LLC | 88,549 | $13.32M | 0.4% | +1.6% | 0.005% | |
10/25/2024 | Great Diamond Partners LLC | 2,203 | $0.32M | 0.1% | -41.2% | 0.000% | |
10/25/2024 | WD Rutherford LLC | 27,782 | $4.09M | 2.0% | +17.1% | 0.002% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 8,255 | $1.22M | 0.4% | -2.5% | 0.000% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 67,967 | $10.01M | 0.7% | -6.7% | 0.004% | |
10/25/2024 | Childress Capital Advisors LLC | 14,843 | $2.19M | 0.6% | +7.4% | 0.001% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 17,284 | $2.55M | 0.1% | -5.9% | 0.001% | |
10/25/2024 | Lodestar Private Asset Management LLC | 5,406 | $0.80M | 0.1% | -59.7% | 0.000% | |
10/25/2024 | Better Money Decisions LLC | 3,172 | $0.47M | 0.3% | +2.4% | 0.000% | |
10/25/2024 | Deltec Asset Management LLC | 6,581 | $0.97M | 0.2% | -13.2% | 0.000% | |
10/25/2024 | Eagle Strategies LLC | 1,833 | $0.27M | 0.0% | +7.8% | 0.000% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 2,358 | $0.35M | 0.4% | -32.8% | 0.000% | |
10/25/2024 | Jacobsen Capital Management | 1,878 | $0.28M | 0.1% | -7.9% | 0.000% | |
10/25/2024 | Fidelis Capital Partners LLC | 31,527 | $4.74M | 0.6% | -2.6% | 0.002% | |
10/25/2024 | Valmark Advisers Inc. | 16,984 | $2.50M | 0.0% | +14.6% | 0.001% | |
10/25/2024 | Bay Rivers Group | 1,480 | $0.22M | 0.1% | +15.6% | 0.000% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 1,496 | $0.22M | 0.1% | -71.5% | 0.000% | |
10/25/2024 | GW Henssler & Associates Ltd. | 209,223 | $30.81M | 1.7% | +1.1% | 0.011% | |
10/25/2024 | Ramsay Stattman Vela & Price Inc. | 33,353 | $4.91M | 0.9% | -6.3% | 0.002% | |
10/25/2024 | Tyche Wealth Partners LLC | 33,791 | $4.98M | 1.1% | +0.3% | 0.002% | |
10/25/2024 | Argyle Capital Management Inc. | 23,840 | $3.51M | 1.4% | -4.1% | 0.001% | |
10/25/2024 | Strategic Blueprint LLC | 21,542 | $3.17M | 0.2% | -6.1% | 0.001% | |
10/25/2024 | Abich Financial Wealth Management LLC | 842 | $0.12M | 0.3% | -69.2% | 0.000% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 119,660 | $17.62M | 0.5% | -1.2% | 0.007% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 18,506 | $2.73M | 0.6% | -2.8% | 0.001% | |
10/25/2024 | True Link Financial Advisors LLC | 2,187 | $0.32M | 0.0% | -7.3% | 0.000% | |
10/25/2024 | MONECO Advisors LLC | 18,792 | $2.77M | 0.3% | +2.2% | 0.001% | |
10/25/2024 | Diversify Advisory Services LLC | 38,824 | $5.86M | 0.3% | -5.3% | 0.002% | |
10/25/2024 | Integrated Advisors Network LLC | 64,780 | $9.54M | 0.5% | -0.7% | 0.004% | |
10/25/2024 | MBA Advisors LLC | 6,232 | $0.92M | 0.4% | +6.4% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 5,278 | $0.78M | 0.3% | +166.4% | 0.000% | |
10/25/2024 | Wells Trecaso Financial Group LLC | 8,624 | $1.27M | 0.4% | -0.9% | 0.000% | |
10/25/2024 | Barry Investment Advisors LLC | 4,275 | $0.63M | 0.2% | +4.4% | 0.000% | |
10/25/2024 | Signature Wealth Management Partners LLC | 3,530 | $0.52M | 0.4% | -37.5% | 0.000% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 6,291 | $0.93M | 0.1% | +131.5% | 0.000% | |
10/25/2024 | Boston Financial Mangement LLC | 40,669 | $5.99M | 0.2% | -6.1% | 0.002% | |
10/25/2024 | Traynor Capital Management Inc. | 17,508 | $2.58M | 0.2% | +5.4% | 0.001% | |
10/25/2024 | abrdn plc | 485,699 | $70.85M | 0.1% | -5.3% | 0.027% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 114,961 | $16.93M | 1.2% | +3.2% | 0.006% | |
10/25/2024 | Pallas Capital Advisors LLC | 17,933 | $2.70M | 0.1% | -1.7% | 0.001% | |
10/24/2024 | Hunter Associates Investment Management LLC | 20,705 | $3.05M | 0.5% | +8.9% | 0.001% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 1,624 | $0.24M | 0.0% | -20.7% | 0.000% | |
10/24/2024 | Orrstown Financial Services Inc. | 8,136 | $1.20M | 0.4% | +85.6% | 0.000% | |
10/24/2024 | Old Port Advisors | 17,078 | $2.52M | 0.7% | -3.2% | 0.001% | |
10/24/2024 | Autumn Glory Partners LLC | 17,098 | $2.52M | 1.0% | +52.8% | 0.001% | |
10/24/2024 | Nisa Investment Advisors LLC | 467,131 | $68.79M | 0.4% | -6.9% | 0.026% | |
10/24/2024 | TCI Wealth Advisors Inc. | 28,827 | $4.25M | 0.4% | +1.2% | 0.002% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 8,743 | $1.29M | 0.2% | -19.8% | 0.000% | |
10/24/2024 | Concord Wealth Partners | 24,070 | $3.55M | 0.6% | +5.2% | 0.001% | |
10/24/2024 | Investment Partners Asset Management Inc. | 2,414 | $0.36M | 0.3% | -4.0% | 0.000% | |
10/24/2024 | Asahi Life Asset Management CO. LTD. | 12,973 | $1.91M | 1.2% | -9.3% | 0.001% | |
10/24/2024 | Washburn Capital Management Inc. | 2,600 | $0.38M | 0.3% | -3.9% | 0.000% | |
10/24/2024 | Welch Group LLC | 386,666 | $56.94M | 2.5% | +2.8% | 0.021% | |
10/24/2024 | Inscription Capital LLC | 77,577 | $11.43M | 1.7% | +3.5% | 0.004% | |
10/24/2024 | Semanteon Capital Management LP | 8,201 | $1.21M | 0.8% | N/A | 0.000% | |
10/24/2024 | Southern Capital Advisors LLC | 1,721 | $0.25M | 0.1% | -32.6% | 0.000% | |
10/24/2024 | Gemmer Asset Management LLC | 4,888 | $0.72M | 0.1% | +11.7% | 0.000% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 4,558 | $0.67M | 0.3% | -7.5% | 0.000% | |
10/24/2024 | Hedges Asset Management LLC | 13,212 | $1.95M | 1.3% | -2.4% | 0.001% | |
10/24/2024 | Hibernia Wealth Partners LLC | 4,587 | $0.68M | 0.2% | +1.9% | 0.000% | |
10/24/2024 | Insight Folios Inc | 47,287 | $6.96M | 2.5% | +7.3% | 0.003% | |
10/24/2024 | Kercheville Advisors LLC | 1,380 | $0.20M | 0.1% | -6.8% | 0.000% | |
10/24/2024 | First American Bank | 81,759 | $12.04M | 0.9% | -2.6% | 0.004% | |
10/24/2024 | Salomon & Ludwin LLC | 2,831 | $0.42M | 0.0% | -29.8% | 0.000% | |
10/24/2024 | First Financial Bankshares Inc | 618,540 | $91.09M | 1.9% | +0.9% | 0.034% | |
10/24/2024 | L. Roy Papp & Associates LLP | 36,035 | $5.31M | 0.6% | -0.6% | 0.002% | |
10/24/2024 | Pointe Capital Management LLC | 3,564 | $0.53M | 0.3% | -13.1% | 0.000% | |
10/24/2024 | Motiv8 Investments LLC | 6,230 | $0.92M | 0.6% | +16.9% | 0.000% | |
10/24/2024 | Richardson Financial Services Inc. | 2,456 | $0.38M | 0.2% | +3.1% | 0.000% | |
10/24/2024 | Sterling Investment Advisors Ltd. | 24,311 | $3.58M | 0.9% | +11.6% | 0.001% | |
10/24/2024 | J.W. Cole Advisors Inc. | 45,714 | $6.73M | 0.3% | +2.3% | 0.002% | |
10/24/2024 | Essex Financial Services Inc. | 49,434 | $7.46M | 0.4% | -8.3% | 0.003% | |
10/24/2024 | Fortune Financial Advisors LLC | 6,200 | $0.91M | 0.8% | -49.8% | 0.000% | |
10/24/2024 | State of Alaska Department of Revenue | 278,137 | $40.96M | 0.4% | +0.2% | 0.015% | |
10/24/2024 | Carret Asset Management LLC | 85,433 | $12.58M | 1.4% | +3.7% | 0.005% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 2,079 | $0.31M | 0.1% | -9.5% | 0.000% | |
10/24/2024 | Valley National Advisers Inc. | 2,560 | $0.38M | 0.1% | -20.5% | 0.000% | |
10/24/2024 | Financial Management Professionals Inc. | 6,438 | $0.95M | 0.1% | -1.9% | 0.000% | |
10/24/2024 | Pullen Investment Management LLC | 17,667 | $2.60M | 1.9% | +1.5% | 0.001% | |
10/24/2024 | Capital Advisors Ltd. LLC | 1,784 | $0.26M | 0.0% | +10.6% | 0.000% | |
10/24/2024 | Manchester Financial Inc. | 2,589 | $0.38M | 0.1% | +3.7% | 0.000% | |
10/24/2024 | Amarillo National Bank | 4,471 | $0.66M | 0.1% | +54.8% | 0.000% | |
10/24/2024 | Kavar Capital Partners Group LLC | 20,699 | $3.05M | 0.5% | +5.3% | 0.001% | |
10/24/2024 | Frank Rimerman Advisors LLC | 12,032 | $1.77M | 0.1% | -53.9% | 0.001% | |
10/24/2024 | TCV Trust & Wealth Management Inc. | 94,752 | $13.95M | 1.3% | -0.5% | 0.005% | |
10/24/2024 | Smith Salley Wealth Management | 123,190 | $18.14M | 1.2% | +3.1% | 0.007% | |
10/24/2024 | Bristlecone Advisors LLC | 15,421 | $2.27M | 0.2% | -8.8% | 0.001% | |
10/24/2024 | Mattern Capital Management LLC | 5,534 | $0.82M | 0.1% | +14.4% | 0.000% | |
10/24/2024 | DekaBank Deutsche Girozentrale | 1,912,833 | $278.29M | 0.5% | -4.6% | 0.105% | |
10/24/2024 | Modera Wealth Management LLC | 30,629 | $4.51M | 0.1% | +5.5% | 0.002% | |
10/24/2024 | GHP Investment Advisors Inc. | 32,515 | $4.79M | 0.2% | +2.4% | 0.002% | |
10/24/2024 | MCF Advisors LLC | 8,084 | $1.19M | 0.1% | -8.4% | 0.000% | |
10/24/2024 | Boston Trust Walden Corp | 134,514 | $19.81M | 0.1% | -3.4% | 0.007% | |
10/24/2024 | First Bank & Trust | 14,556 | $2.14M | 0.4% | -14.2% | 0.001% | |
10/24/2024 | Consolidated Portfolio Review Corp | 4,753 | $0.70M | 0.2% | -2.5% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 881,599 | $129.83M | 0.3% | -0.1% | 0.048% | |
10/24/2024 | PFG Investments LLC | 48,957 | $7.21M | 0.5% | +19.0% | 0.003% | |
10/24/2024 | Pathway Financial Advisers LLC | 3,901,345 | $574.55M | 3.7% | +15,750.1% | 0.212% | |
10/24/2024 | Horizon Bancorp Inc. IN | 1,454 | $0.21M | 0.1% | +18.4% | 0.000% | |
10/24/2024 | Sageworth Trust Co | 4,074 | $0.60M | 0.0% | N/A | 0.000% | |