4/18/2024 | LVW Advisors LLC | 11,527 | $3.26M | 0.6% | -11.3% | 0.004% | |
4/18/2024 | Barry Investment Advisors LLC | 713 | $0.20M | 0.1% | N/A | 0.000% | |
4/18/2024 | Breakwater Capital Group | 840 | $0.24M | 0.1% | N/A | 0.000% | |
4/17/2024 | Trilogy Capital Inc. | 11,243 | $3.18M | 0.2% | +7.9% | 0.004% | |
4/17/2024 | MPS Loria Financial Planners LLC | 1,132 | $0.32M | 0.1% | -10.4% | 0.000% | |
4/17/2024 | Guidance Capital Inc. | 2,538 | $0.72M | 0.3% | -52.8% | 0.001% | |
4/17/2024 | Brown Miller Wealth Management LLC | 5,603 | $1.58M | 0.7% | +1.7% | 0.002% | |
4/17/2024 | Legend Financial Advisors Inc. | 113 | $32K | 0.0% | +46.8% | 0.000% | |
4/17/2024 | Symphony Financial Ltd. Co. | 5,169 | $1.46M | 0.3% | +7.0% | 0.002% | |
4/17/2024 | Vicus Capital | 1,064 | $0.30M | 0.0% | N/A | 0.000% | |
4/17/2024 | Chemung Canal Trust Co. | 4,106 | $1.16M | 0.2% | +9.3% | 0.001% | |
4/17/2024 | Investment Research & Advisory Group Inc. | 9,199 | $2.60M | 1.2% | +4.5% | 0.003% | |
4/17/2024 | Saratoga Research & Investment Management | 260,231 | $73.51M | 3.3% | -2.6% | 0.095% | |
4/17/2024 | WoodTrust Financial Corp | 20,665 | $5.84M | 0.6% | -1.2% | 0.008% | |
4/17/2024 | Griffin Asset Management Inc. | 6,385 | $1.80M | 0.2% | +0.6% | 0.002% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 4,591 | $1.30M | 0.1% | +40.4% | 0.002% | |
4/16/2024 | MCF Advisors LLC | 1,179 | $0.33M | 0.0% | -6.1% | 0.000% | |
4/16/2024 | Toth Financial Advisory Corp | 21,834 | $6.17M | 0.8% | +1.0% | 0.008% | |
4/16/2024 | Avity Investment Management Inc. | 1,070 | $0.30M | 0.0% | +33.8% | 0.000% | |
4/16/2024 | Independence Bank of Kentucky | 7,262 | $2.05M | 0.6% | -2.5% | 0.003% | |
4/16/2024 | S.E.E.D. Planning Group LLC | 4,336 | $1.23M | 0.4% | -2.7% | 0.002% | |
4/16/2024 | Webster Bank N. A. | 15,462 | $4.37M | 0.5% | +5.7% | 0.006% | |
4/16/2024 | Norway Savings Bank | 3,293 | $0.93M | 0.4% | +5.1% | 0.001% | |
4/16/2024 | Kathmere Capital Management LLC | 3,112 | $0.88M | 0.1% | +6.6% | 0.001% | |
4/16/2024 | Atwater Malick LLC | 752 | $0.21M | 0.1% | N/A | 0.000% | |
4/16/2024 | Tevis Investment Management | 3,731 | $1.05M | 0.9% | -1.3% | 0.001% | |
4/16/2024 | Norwood Financial Corp | 394 | $0.11M | 0.2% | +60.8% | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 340 | $96K | 0.0% | N/A | 0.000% | |
4/16/2024 | Capital Asset Advisory Services LLC | 2,408 | $0.71M | 0.0% | -11.1% | 0.001% | |
4/16/2024 | Indiana Trust & Investment Management CO | 5,080 | $1.44M | 0.6% | -1.1% | 0.002% | |
4/16/2024 | Courier Capital LLC | 7,844 | $2.22M | 0.2% | +22.6% | 0.003% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 3,961 | $1.12M | 0.2% | +8.9% | 0.001% | |
4/16/2024 | Cypress Wealth Services LLC | 862 | $0.24M | 0.1% | N/A | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 1,970 | $0.56M | 0.2% | -22.4% | 0.001% | |
4/16/2024 | Transform Wealth LLC | 839 | $0.24M | 0.0% | -66.9% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 5,002 | $1.41M | 0.3% | -3.3% | 0.002% | |
4/16/2024 | Edge Wealth Management LLC | 53,209 | $15.03M | 3.2% | -0.8% | 0.019% | |
4/16/2024 | Thrive Wealth Management LLC | 2,261 | $0.64M | 0.1% | -9.0% | 0.001% | |
4/16/2024 | Chesley Taft & Associates LLC | 1,455 | $0.41M | 0.0% | -13.4% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 147,736 | $41.73M | 0.1% | +2.4% | 0.054% | |
4/16/2024 | Procyon Advisors LLC | 8,449 | $2.39M | 0.2% | -4.2% | 0.003% | |
4/15/2024 | Janiczek Wealth Management LLC | 2,095 | $0.59M | 0.1% | +4.3% | 0.001% | |
4/15/2024 | Exeter Financial LLC | 17,970 | $5.27M | 2.4% | -1.6% | 0.007% | |
4/15/2024 | Cairn Investment Group Inc. | 6,295 | $1.78M | 1.0% | -5.7% | 0.002% | |
4/15/2024 | Stonebridge Capital Management Inc. | 26,048 | $7.36M | 3.3% | +0.9% | 0.009% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 3,032 | $0.86M | 0.0% | +114.7% | 0.001% | |
4/15/2024 | Revolve Wealth Partners LLC | 878 | $0.25M | 0.0% | +5.7% | 0.000% | |
4/15/2024 | Matrix Asset Advisors Inc. NY | 35,127 | $9.92M | 1.2% | -2.9% | 0.013% | |
4/15/2024 | Aspiriant LLC | 4,969 | $1.40M | 0.1% | +6.2% | 0.002% | |
4/15/2024 | St. Johns Investment Management Company LLC | 3,312 | $0.94M | 0.4% | +19.0% | 0.001% | |
4/15/2024 | G&S Capital LLC | 11,079 | $3.13M | 1.4% | -3.7% | 0.004% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 782 | $0.22M | 0.1% | N/A | 0.000% | |
4/15/2024 | Brookstone Capital Management | 21,368 | $6.04M | 0.1% | +3.1% | 0.008% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 6,151 | $1.74M | 0.2% | -42.9% | 0.002% | |
4/15/2024 | West Paces Advisors Inc. | 200 | $56K | 0.0% | +52.7% | 0.000% | |
4/15/2024 | Thompson Investment Management Inc. | 4,139 | $1.17M | 0.2% | -41.2% | 0.002% | |
4/13/2024 | First Financial Corp IN | 921 | $0.26M | 0.1% | +29.2% | 0.000% | |
4/13/2024 | Columbus Macro LLC | 6,688 | $1.89M | 0.7% | -5.9% | 0.002% | |
4/13/2024 | New England Professional Planning Group Inc. | 1,736 | $0.49M | 0.3% | +4.3% | 0.001% | |
4/12/2024 | West Coast Financial LLC | 724 | $0.21M | 0.0% | N/A | 0.000% | |
4/12/2024 | Mechanics Bank Trust Department | 749 | $0.21M | 0.0% | N/A | 0.000% | |
4/12/2024 | Riverview Trust Co | 217 | $61K | 0.0% | N/A | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 3,070 | $0.87M | 0.0% | -12.0% | 0.001% | |
4/12/2024 | Unison Advisors LLC | 16,691 | $4.72M | 0.5% | +0.8% | 0.006% | |
4/12/2024 | Austin Private Wealth LLC | 1,350 | $0.39M | 0.0% | +14.6% | 0.000% | |
4/12/2024 | Strategic Planning Group LLC | 4,676 | $1.32M | 0.3% | +19.7% | 0.002% | |
4/12/2024 | Worth Asset Management LLC | 1,398 | $0.40M | 0.2% | -10.3% | 0.001% | |
4/12/2024 | Capital Planning LLC | 1,400 | $0.40M | 0.1% | N/A | 0.001% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,413 | $0.40M | 0.0% | +4.1% | 0.001% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 102 | $29K | 0.0% | N/A | 0.000% | |
4/12/2024 | Southland Equity Partners LLC | 992 | $0.28M | 0.1% | +7.8% | 0.000% | |
4/12/2024 | AdvisorNet Financial Inc | 3,604 | $1.02M | 0.1% | +8.1% | 0.001% | |
4/12/2024 | CHICAGO TRUST Co NA | 1,635 | $0.46M | 0.1% | -4.6% | 0.001% | |
4/12/2024 | Lane & Associates LLC | 1,518 | $0.43M | 0.3% | -7.7% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 3,075 | $0.87M | 0.0% | +8.1% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 6,525 | $1.85M | 0.2% | +5.8% | 0.002% | |
4/11/2024 | Benson Investment Management Company Inc. | 16,948 | $4.79M | 2.0% | -9.0% | 0.006% | |
4/11/2024 | Radnor Capital Management LLC | 6,543 | $1.85M | 0.3% | -6.1% | 0.002% | |
4/11/2024 | Bangor Savings Bank | 5,822 | $1.65M | 0.2% | -2.5% | 0.002% | |
4/11/2024 | &PARTNERS | 5,022 | $1.43M | 0.2% | +294.2% | 0.002% | |
4/11/2024 | Sanders Morris Harris LLC | 3,500 | $0.99M | 0.2% | +16.7% | 0.001% | |
4/11/2024 | Running Oak Capital LLC | 37,511 | $10.60M | 1.7% | +11.6% | 0.014% | |
4/11/2024 | Fortitude Family Office LLC | 123 | $35K | 0.0% | -49.0% | 0.000% | |
4/11/2024 | Gulf International Bank UK Ltd | 1,500 | $0.42M | 0.0% | +8.2% | 0.001% | |
4/11/2024 | Optimum Investment Advisors | 1,222 | $0.35M | 0.2% | -7.6% | 0.000% | |
4/11/2024 | CHURCHILL MANAGEMENT Corp | 41,666 | $11.77M | 0.1% | +3.8% | 0.015% | |
4/11/2024 | RFG Advisory LLC | 7,240 | $2.05M | 0.1% | +9.5% | 0.003% | |
4/10/2024 | CVA Family Office LLC | 1,881 | $0.53M | 0.1% | -4.0% | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 1,073 | $0.30M | 0.1% | +7.7% | 0.000% | |
4/10/2024 | Inscription Capital LLC | 939 | $0.27M | 0.1% | N/A | 0.000% | |
4/10/2024 | Trust Co of the South | 1,067 | $0.30M | 0.1% | -22.7% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 8,421 | $2.38M | 0.0% | +1.8% | 0.003% | |
4/10/2024 | KMG Fiduciary Partners LLC | 15,479 | $4.37M | 0.5% | +1.9% | 0.006% | |
4/10/2024 | Ridgewood Investments LLC | 2,073 | $0.59M | 0.3% | -36.4% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 150 | $42K | 0.0% | +1,053.8% | 0.000% | |
4/10/2024 | Enterprise Bank & Trust Co | 9,264 | $2.62M | 0.9% | -3.6% | 0.003% | |
4/10/2024 | Legacy Private Trust Co. | 2,680 | $0.76M | 0.1% | +5.3% | 0.001% | |
4/10/2024 | Perennial Advisors LLC | 22,782 | $6.44M | 1.5% | -0.2% | 0.008% | |
4/10/2024 | US Asset Management LLC | 2,330 | $0.66M | 0.6% | -1.5% | 0.001% | |
4/10/2024 | Czech National Bank | 39,947 | $11.29M | 0.1% | +0.7% | 0.015% | |