10/10/2024 | Lion Street Advisors LLC | 2,932 | $1.68M | 0.6% | +9.7% | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 80,816 | $46.26M | 1.2% | +2.1% | 0.003% | |
10/10/2024 | Simplicity Wealth LLC | 9,320 | $5.34M | 0.5% | -86.8% | 0.000% | |
10/10/2024 | Wynn Capital LLC | 8,020 | $4.59M | 3.0% | +0.9% | 0.000% | |
10/10/2024 | Fiduciary Financial Group LLC | 2,007 | $1.19M | 0.3% | +4.1% | 0.000% | |
10/10/2024 | Peak Financial Advisors LLC | 6,320 | $3.62M | 1.9% | +1.2% | 0.000% | |
10/10/2024 | Mendota Financial Group LLC | 11,718 | $6.71M | 3.2% | -3.1% | 0.000% | |
10/10/2024 | Livforsakringsbolaget Skandia Omsesidigt | 108,610 | $62.16M | 3.3% | +41.1% | 0.004% | |
10/10/2024 | Maj Invest Holding A S | 251,842 | $144.17M | 3.8% | -32.4% | 0.010% | |
10/9/2024 | Iowa State Bank | 16,856 | $9.65M | 2.0% | -2.1% | 0.001% | |
10/9/2024 | Hilltop Wealth Advisors LLC | 417 | $0.24M | 0.1% | N/A | 0.000% | |
10/9/2024 | Marshall & Sullivan Inc. WA | 9,162 | $5.25M | 2.5% | -1.9% | 0.000% | |
10/9/2024 | TAP Consulting LLC | 2,123 | $1.22M | 0.2% | +3.8% | 0.000% | |
10/9/2024 | Pacific Sun Financial Corp | 3,284 | $1.88M | 1.0% | -1.0% | 0.000% | |
10/9/2024 | Nvest Financial LLC | 2,774 | $1.59M | 0.9% | +9.2% | 0.000% | |
10/9/2024 | Charles Schwab Trust Co | 1,105 | $0.63M | 0.1% | +63.2% | 0.000% | |
10/9/2024 | Fermata Advisors LLC | 2,532 | $1.45M | 0.3% | +10.8% | 0.000% | |
10/9/2024 | Pine Haven Investment Counsel Inc | 1,385 | $0.79M | 0.6% | -1.8% | 0.000% | |
10/9/2024 | Davies Financial Advisors Inc. | 3,119 | $1.79M | 1.6% | -5.1% | 0.000% | |
10/9/2024 | JGP Wealth Management LLC | 1,470 | $0.84M | 0.1% | +5.8% | 0.000% | |
10/9/2024 | DLK Investment Management LLC | 1,972 | $1.13M | 0.4% | +2.1% | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 17,878 | $10.23M | 3.8% | -6.2% | 0.001% | |
10/9/2024 | Castle Rock Wealth Management LLC | 14,567 | $8.65M | 2.1% | +0.4% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 8,863 | $5.07M | 0.6% | +13.8% | 0.000% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 2,991 | $1.71M | 0.9% | -3.3% | 0.000% | |
10/9/2024 | Sarasin & Partners LLP | 682,780 | $390.85M | 3.7% | -5.4% | 0.027% | |
10/9/2024 | Independence Bank of Kentucky | 16,735 | $9.58M | 2.1% | +39.8% | 0.001% | |
10/9/2024 | Franklin Street Advisors Inc. NC | 94,159 | $53.90M | 3.6% | +0.6% | 0.004% | |
10/9/2024 | Clarius Group LLC | 17,323 | $9.89M | 0.7% | -2.6% | 0.001% | |
10/9/2024 | Worth Asset Management LLC | 715 | $0.41M | 0.2% | +6.7% | 0.000% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 3,124 | $1.79M | 0.5% | -2.5% | 0.000% | |
10/9/2024 | Hudson Capital Management LLC | 398 | $0.23M | 0.1% | N/A | 0.000% | |
10/9/2024 | CCM Investment Advisers LLC | 44,812 | $25.65M | 2.9% | -0.5% | 0.002% | |
10/9/2024 | San Luis Wealth Advisors LLC | 1,515 | $0.87M | 0.2% | +2.4% | 0.000% | |
10/9/2024 | Beaumont Financial Advisors LLC | 36,119 | $20.68M | 1.6% | -7.1% | 0.001% | |
10/9/2024 | Albion Financial Group UT | 1,272 | $0.73M | 0.1% | +13.4% | 0.000% | |
10/9/2024 | Merrion Investment Management Co LLC | 1,145 | $0.66M | 0.4% | +1.8% | 0.000% | |
10/9/2024 | Hoese & Co LLP | 105 | $60K | 0.1% | +2,000.0% | 0.000% | |
10/9/2024 | Private Advisory Group LLC | 58,656 | $33.58M | 4.0% | -9.0% | 0.002% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 10,025 | $5.94M | 1.3% | N/A | 0.000% | |
10/9/2024 | Contravisory Investment Management Inc. | 16,123 | $9.23M | 2.0% | +0.1% | 0.001% | |
10/9/2024 | Pinnacle Bancorp Inc. | 6,771 | $3.88M | 1.0% | +18.1% | 0.000% | |
10/9/2024 | Keeler & Nadler Financial Planning & Wealth Management | 397 | $0.23M | 0.1% | N/A | 0.000% | |
10/9/2024 | Selective Wealth Management Inc. | 18,456 | $10.94M | 4.5% | -6.7% | 0.001% | |
10/9/2024 | Capital Insight Partners LLC | 15,400 | $8.82M | 1.5% | +4.1% | 0.001% | |
10/9/2024 | Tobam | 6,071 | $3.48M | 0.6% | -6.3% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 14,766 | $8.45M | 1.6% | -12.0% | 0.001% | |
10/9/2024 | Sendero Wealth Management LLC | 20,618 | $11.80M | 1.9% | +15.6% | 0.001% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 15,758 | $9.02M | 1.7% | -8.7% | 0.001% | |
10/9/2024 | Brendel Financial Advisors LLC | 4,145 | $2.37M | 1.3% | +2.1% | 0.000% | |
10/9/2024 | Quotient Wealth Partners LLC | 7,579 | $4.34M | 0.1% | -1.1% | 0.000% | |
10/9/2024 | Northwest Bank & Trust Co | 8,517 | $4.88M | 3.7% | -0.8% | 0.000% | |
10/9/2024 | Modus Advisors LLC | 3,603 | $2.06M | 0.7% | +28.8% | 0.000% | |
10/9/2024 | SS&H Financial Advisors Inc. | 1,636 | $0.94M | 0.3% | N/A | 0.000% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 2,663 | $1.53M | 0.2% | +4.3% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 139,688 | $79.96M | 1.2% | -1.2% | 0.006% | |
10/9/2024 | Guardian Asset Advisors LLC | 1,344 | $0.77M | 0.5% | +17.5% | 0.000% | |
10/9/2024 | Advocate Group LLC | 837 | $0.48M | 0.1% | -30.9% | 0.000% | |
10/9/2024 | Cypress Wealth Services LLC | 4,293 | $2.46M | 0.5% | +3.9% | 0.000% | |
10/9/2024 | Northstar Group Inc. | 24,659 | $14.12M | 2.5% | +0.4% | 0.001% | |
10/9/2024 | Morton Capital Management LLC CA | 2,347 | $1.34M | 0.3% | +25.0% | 0.000% | |
10/9/2024 | Atlas Private Wealth Advisors | 3,777 | $2.16M | 0.3% | +5.7% | 0.000% | |
10/9/2024 | Heritage Wealth Partners LLC | 3,177 | $1.82M | 2.1% | -11.2% | 0.000% | |
10/9/2024 | Perpetual Ltd | 17,749 | $10.16M | 0.1% | +0.2% | 0.001% | |
10/9/2024 | Pensionfund Sabic | 11,000 | $6.30M | 2.0% | -14.1% | 0.000% | |
10/9/2024 | Enterprise Bank & Trust Co | 11,815 | $6.76M | 2.2% | -2.5% | 0.000% | |
10/9/2024 | Adirondack Trust Co. | 5,228 | $2.99M | 1.2% | -0.5% | 0.000% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 28,915 | $16.55M | 0.5% | +10.5% | 0.001% | |
10/9/2024 | Wedmont Private Capital | 41,042 | $24M | 1.4% | +7.9% | 0.002% | |
10/9/2024 | Marcum Wealth LLC | 6,448 | $3.69M | 0.3% | +3.6% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 51,007 | $29.20M | 5.7% | -0.4% | 0.002% | |
10/9/2024 | Abner Herrman & Brock LLC | 16,366 | $9.37M | 1.1% | +0.3% | 0.001% | |
10/8/2024 | CWM LLC | 240,263 | $137.54M | 0.6% | +6.8% | 0.009% | |
10/8/2024 | West Financial Advisors LLC | 85 | $49K | 0.0% | N/A | 0.000% | |
10/8/2024 | Gunderson Capital Management Inc. | 22,900 | $13.11M | 5.6% | +1.0% | 0.001% | |
10/8/2024 | Daymark Wealth Partners LLC | 12,788 | $7.32M | 0.2% | +8.8% | 0.001% | |
10/8/2024 | Saxon Interests Inc. | 5,873 | $3.36M | 1.5% | +5.0% | 0.000% | |
10/8/2024 | Peddock Capital Advisors LLC | 2,634 | $1.51M | 0.4% | +0.9% | 0.000% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 3,411 | $1.95M | 1.4% | -0.7% | 0.000% | |
10/8/2024 | Eagle Wealth Strategies LLC | 1,006 | $0.58M | 0.4% | +39.7% | 0.000% | |
10/8/2024 | Barlow Wealth Partners Inc. | 1,254 | $0.73M | 0.1% | +14.6% | 0.000% | |
10/8/2024 | Connective Portfolio Management LLC | 1,000 | $0.57M | 0.6% | -84.4% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 6,866 | $3.93M | 0.9% | +7.7% | 0.000% | |
10/8/2024 | Howard Financial Services LTD. | 1,024 | $0.59M | 0.1% | +5.2% | 0.000% | |
10/8/2024 | True North Advisors LLC | 2,139 | $1.22M | 0.3% | -5.7% | 0.000% | |
10/8/2024 | Partnership Wealth Management LLC | 238 | $0.14M | 0.1% | -78.2% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,322 | $1.90M | 0.2% | -6.9% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,556 | $0.89M | 0.6% | -13.8% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 1,080 | $0.62M | 0.2% | +5.1% | 0.000% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 8,620 | $4.93M | 3.6% | +3.4% | 0.000% | |
10/8/2024 | Sovereign Financial Group Inc. | 3,381 | $1.94M | 0.5% | +3.9% | 0.000% | |
10/8/2024 | Pathway Financial Advisors LLC | 1,952 | $1.12M | 0.3% | +8.1% | 0.000% | |
10/8/2024 | Rockingstone Advisors LLC | 7,049 | $4.04M | 2.0% | -2.5% | 0.000% | |
10/8/2024 | Hoxton Planning & Management LLC | 3,240 | $1.86M | 0.7% | +5.6% | 0.000% | |
10/8/2024 | Marquette Asset Management LLC | 1,157 | $0.66M | 0.1% | -2.1% | 0.000% | |
10/8/2024 | Gratus Wealth Advisors LLC | 1,220 | $0.71M | 0.1% | N/A | 0.000% | |
10/8/2024 | Cape ANN Savings Bank | 2,712 | $1.55M | 0.9% | +3.6% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 47,358 | $27.11M | 0.4% | +15.6% | 0.002% | |
10/8/2024 | City Holding Co. | 31,731 | $18.16M | 2.5% | +1.8% | 0.001% | |
10/8/2024 | Artemis Investment Management LLP | 281,203 | $160.97M | 2.5% | -14.4% | 0.011% | |