10/10/2024 | Valeo Financial Advisors LLC | 11,257 | $3.73M | 0.1% | +2.6% | 0.003% | |
10/10/2024 | Fiduciary Financial Group LLC | 1,068 | $0.36M | 0.1% | -41.3% | 0.000% | |
10/9/2024 | Iowa State Bank | 23,519 | $7.80M | 1.6% | +0.9% | 0.006% | |
10/9/2024 | Castle Rock Wealth Management LLC | 7,787 | $2.61M | 0.6% | +545.7% | 0.002% | |
10/9/2024 | Strong Tower Advisory Services | 7,363 | $2.44M | 0.7% | -2.3% | 0.002% | |
10/9/2024 | BWM Planning LLC | 937 | $0.31M | 0.1% | N/A | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 4,837 | $1.60M | 0.3% | +53.9% | 0.001% | |
10/9/2024 | Clarius Group LLC | 3,019 | $1M | 0.1% | -2.8% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 43,332 | $14.36M | 1.0% | +12.3% | 0.011% | |
10/9/2024 | CCM Investment Advisers LLC | 64,964 | $21.53M | 2.4% | -3.5% | 0.016% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 1,032 | $0.35M | 0.1% | N/A | 0.000% | |
10/9/2024 | Contravisory Investment Management Inc. | 1,867 | $0.62M | 0.1% | +7.0% | 0.000% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 32,635 | $10.82M | 3.8% | -0.4% | 0.008% | |
10/9/2024 | Strategic Advisors LLC | 8,123 | $2.69M | 0.5% | +0.7% | 0.002% | |
10/9/2024 | Quotient Wealth Partners LLC | 1,112 | $0.37M | 0.0% | -6.2% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 127,876 | $42.38M | 0.7% | -3.1% | 0.032% | |
10/9/2024 | Cypress Wealth Services LLC | 606 | $0.20M | 0.0% | N/A | 0.000% | |
10/9/2024 | Perpetual Ltd | 6,826 | $2.26M | 0.0% | -9.8% | 0.002% | |
10/9/2024 | TL Private Wealth | 900 | $0.30M | 0.1% | -5.3% | 0.000% | |
10/9/2024 | Bruce G. Allen Investments LLC | 576 | $0.19M | 0.1% | +30.6% | 0.000% | |
10/9/2024 | Patten Group Inc. | 15,575 | $5.16M | 1.1% | -0.6% | 0.004% | |
10/9/2024 | Enterprise Bank & Trust Co | 1,098 | $0.36M | 0.1% | N/A | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 402 | $0.13M | 0.1% | -8.0% | 0.000% | |
10/9/2024 | Wedmont Private Capital | 5,240 | $1.75M | 0.1% | +2.9% | 0.001% | |
10/8/2024 | CWM LLC | 17,348 | $5.75M | 0.0% | +3.2% | 0.004% | |
10/8/2024 | West Financial Advisors LLC | 107 | $35K | 0.0% | N/A | 0.000% | |
10/8/2024 | Burkett Financial Services LLC | 750 | $0.25M | 0.1% | -3.8% | 0.000% | |
10/8/2024 | Saxon Interests Inc. | 5,194 | $1.72M | 0.8% | -4.1% | 0.001% | |
10/8/2024 | Perkins Coie Trust Co | 30,865 | $10.23M | 2.3% | -0.2% | 0.008% | |
10/8/2024 | First PREMIER Bank | 418 | $0.14M | 0.0% | +1,000.0% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,291 | $0.76M | 0.1% | +61.1% | 0.001% | |
10/8/2024 | Sovereign Financial Group Inc. | 1,203 | $0.40M | 0.1% | +9.1% | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 1,027 | $0.34M | 0.0% | +3.0% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 815 | $0.27M | 0.1% | N/A | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 788 | $0.26M | 0.0% | -4.5% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 2,766 | $0.92M | 0.0% | +6.7% | 0.001% | |
10/8/2024 | Trust Co of Kansas | 723 | $0.24M | 0.1% | N/A | 0.000% | |
10/8/2024 | Reliant Investment Management LLC | 21,282 | $7.05M | 3.3% | +2.4% | 0.005% | |
10/8/2024 | Country Trust Bank | 719 | $0.24M | 0.0% | -25.0% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 4,027 | $1.34M | 0.1% | -3.0% | 0.001% | |
10/8/2024 | Park Place Capital Corp | 4,057 | $1.35M | 0.4% | -19.2% | 0.001% | |
10/8/2024 | Tealwood Asset Management Inc. | 5,232 | $1.73M | 0.8% | -36.7% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 10,977 | $3.64M | 0.1% | -5.8% | 0.003% | |
10/8/2024 | Alpha Cubed Investments LLC | 84,058 | $27.86M | 1.2% | +10.6% | 0.021% | |
10/8/2024 | Chesley Taft & Associates LLC | 9,563 | $3.17M | 0.2% | +1.9% | 0.002% | |
10/8/2024 | Callan Family Office LLC | 1,219 | $0.40M | 0.1% | +83.3% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 1,740 | $0.58M | 0.1% | -5.8% | 0.000% | |
10/8/2024 | Greenfield Savings Bank | 2,946 | $0.98M | 0.5% | -3.5% | 0.001% | |
10/8/2024 | Atwood & Palmer Inc. | 172 | $57K | 0.0% | +102.4% | 0.000% | |
10/8/2024 | Mather Group LLC. | 3,075 | $1.02M | 0.0% | -11.2% | 0.001% | |
10/8/2024 | City Center Advisors LLC | 681 | $0.23M | 0.3% | N/A | 0.000% | |
10/7/2024 | New England Research & Management Inc. | 1,344 | $0.45M | 0.2% | N/A | 0.000% | |
10/7/2024 | Bank of New Hampshire | 7,768 | $2.58M | 0.6% | +6.4% | 0.002% | |
10/7/2024 | Platte River Wealth Advisors LLC | 5,870 | $1.95M | 0.5% | -1.0% | 0.001% | |
10/7/2024 | Miracle Mile Advisors LLC | 5,753 | $1.91M | 0.0% | +18.4% | 0.001% | |
10/7/2024 | IAM Advisory LLC | 1,997 | $0.66M | 0.2% | +4.5% | 0.000% | |
10/7/2024 | Lakeridge Wealth Management LLC | 1,164 | $0.39M | 0.2% | +28.8% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 2,360 | $0.78M | 0.4% | -8.1% | 0.001% | |
10/7/2024 | Diversified Trust Co | 12,924 | $4.28M | 0.1% | +4.2% | 0.003% | |
10/7/2024 | Azzad Asset Management Inc. ADV | 12,318 | $4.08M | 0.5% | +5.2% | 0.003% | |
10/7/2024 | GAMMA Investing LLC | 12,280 | $4.07M | 0.4% | +65.1% | 0.003% | |
10/5/2024 | Red Spruce Capital LLC | 13,009 | $4.31M | 2.0% | -3.6% | 0.003% | |
10/5/2024 | Wright Investors Service Inc. | 3,679 | $1.22M | 0.3% | -31.5% | 0.001% | |
10/5/2024 | Bard Financial Services Inc. | 770 | $0.26M | 0.1% | N/A | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 848 | $0.28M | 0.0% | +11.6% | 0.000% | |
10/5/2024 | Quent Capital LLC | 1,380 | $0.46M | 0.0% | +2.6% | 0.000% | |
10/5/2024 | Collective Family Office LLC | 2,534 | $0.84M | 0.2% | -3.2% | 0.001% | |
10/5/2024 | Harbor Investment Advisory LLC | 4,407 | $1.46M | 0.1% | +11.4% | 0.001% | |
10/5/2024 | Central Valley Advisors LLC | 7,998 | $2.65M | 1.5% | +1.4% | 0.002% | |
10/5/2024 | Biltmore Wealth Management LLC | 3,948 | $1.31M | 0.5% | -9.5% | 0.001% | |
10/3/2024 | Abacus Wealth Partners LLC | 3,460 | $1.15M | 0.2% | +1.1% | 0.001% | |
10/3/2024 | Park Avenue Securities LLC | 11,289 | $3.74M | 0.0% | -11.4% | 0.003% | |
10/3/2024 | Delta Financial Group Inc. | 1,150 | $0.38M | 0.1% | +15.9% | 0.000% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 19,544 | $6.48M | 1.2% | -2.2% | 0.005% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 8,309 | $2.75M | 0.3% | -5.3% | 0.002% | |
10/3/2024 | Farmers Trust Co. | 3,489 | $1.16M | 0.2% | -2.8% | 0.001% | |
10/3/2024 | Unique Wealth LLC | 3,735 | $1.24M | 0.3% | +9.6% | 0.001% | |
10/3/2024 | Curbstone Financial Management Corp | 2,304 | $0.76M | 0.2% | -1.4% | 0.001% | |
10/3/2024 | Czech National Bank | 81,097 | $26.88M | 0.3% | +6.4% | 0.020% | |
10/2/2024 | Central Pacific Bank Trust Division | 9,729 | $3.23M | 0.4% | -19.4% | 0.002% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 22,687 | $7.52M | 0.2% | +4.6% | 0.006% | |
10/2/2024 | Trust Co. of Toledo NA OH | 15,945 | $5.29M | 0.7% | +7.2% | 0.004% | |
10/2/2024 | Abacus Planning Group Inc. | 1,107 | $0.37M | 0.1% | +3.4% | 0.000% | |
10/2/2024 | M&R Capital Management Inc. | 7,049 | $2.34M | 0.5% | +2.7% | 0.002% | |
10/2/2024 | Doliver Advisors LP | 10,809 | $3.58M | 1.0% | -1.9% | 0.003% | |
10/1/2024 | Davis Capital Management | 4,606 | $1.53M | 1.2% | -7.0% | 0.001% | |
10/1/2024 | Jacobs & Co. CA | 811 | $0.27M | 0.0% | N/A | 0.000% | |
10/1/2024 | Park National Corp OH | 2,721 | $0.90M | 0.0% | -2.8% | 0.001% | |
10/1/2024 | First Financial Bank Trust Division | 42,604 | $14.12M | 1.3% | -6.1% | 0.011% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 35,958 | $11.92M | 0.9% | +1.0% | 0.009% | |
9/20/2024 | Anchor Investment Management LLC | 1,175 | $0.37M | 0.0% | -71.5% | 0.000% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 48,902 | $15.33M | 0.0% | +35.8% | 0.012% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 1,311 | $0.41M | 0.2% | +90.3% | 0.000% | |
9/10/2024 | SS&H Financial Advisors Inc. | 1,337 | $0.42M | 0.2% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 10,283 | $3.26M | 1.1% | N/A | 0.003% | |
9/5/2024 | Sanctuary Advisors LLC | 85,270 | $27.65M | 0.2% | N/A | 0.021% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 580 | $0.18M | 0.1% | N/A | 0.000% | |
8/30/2024 | Centennial Bank AR | 320 | $100K | 0.0% | -23.3% | 0.000% | |
8/28/2024 | Sycomore Asset Management | 38,589 | $12.17M | 2.2% | -1.9% | 0.010% | |
8/27/2024 | Clearbridge Investments LLC | 3,403,268 | $1.07B | 0.9% | -7.0% | 0.851% | |