3/18/2025 | Objective Capital Management LLC | 6,198 | $2.61M | 1.7% | -23.7% | 0.000% |  |
3/18/2025 | Triton Wealth Management PLLC | 7,052 | $2.96M | 1.5% | +4.2% | 0.000% |  |
3/18/2025 | 111 Capital | 40,776 | $17.19M | 3.6% | N/A | 0.001% |  |
3/18/2025 | Thoma Capital Management LLC | 4,540 | $1.91M | 1.3% | N/A | 0.000% |  |
3/17/2025 | NorthCrest Asset Manangement LLC | 269,328 | $113.52M | 3.4% | +2.2% | 0.004% |  |
3/17/2025 | Members Wealth LLC | 7,842 | $3.21M | 2.4% | N/A | 0.000% |  |
3/14/2025 | Tableaux LLC | 2,560 | $1.08M | 0.9% | N/A | 0.000% |  |
3/14/2025 | Keystone Financial Services LLC | 479 | $0.20M | 0.2% | N/A | 0.000% |  |
3/14/2025 | Hara Capital LLC | 6,762 | $2.85M | 1.8% | -27.5% | 0.000% |  |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 1,441 | $0.61M | 0.5% | N/A | 0.000% |  |
3/13/2025 | PKO Investment Management Joint Stock Co | 67,000 | $28.24M | 3.5% | N/A | 0.001% |  |
3/12/2025 | Northstar Financial Companies Inc. | 9,610 | $4.05M | 3.8% | N/A | 0.000% |  |
3/12/2025 | Centaurus Financial Inc. | 78,825 | $33.23M | 2.0% | +10.5% | 0.001% |  |
3/12/2025 | Wealthedge Investment Advisors LLC | 8,146 | $3.43M | 1.5% | N/A | 0.000% |  |
3/11/2025 | Campbell Deegan Wealth Management LLC | 4,748 | $2M | 2.4% | N/A | 0.000% |  |
3/11/2025 | Lighthouse Financial LLC | 6,324 | $2.67M | 2.2% | N/A | 0.000% |  |
3/11/2025 | Anchor Pointe Wealth Management LLC | 3,592 | $1.53M | 2.0% | N/A | 0.000% |  |
3/10/2025 | SpringVest Wealth Management LLC | 1,523 | $0.64M | 0.5% | N/A | 0.000% |  |
3/10/2025 | Old North State Trust LLC | 14,008 | $5.90M | 3.8% | -1.9% | 0.000% |  |
3/10/2025 | Capstone Triton Financial Group LLC | 11,300 | $4.76M | 3.0% | -2.5% | 0.000% |  |
3/10/2025 | Mattson Financial Services LLC | 20,088 | $8.64M | 2.7% | +2.4% | 0.000% |  |
3/7/2025 | Alpha Wealth Funds LLC | 1,506 | $0.64M | 0.6% | N/A | 0.000% |  |
3/6/2025 | Copia Wealth Management | 2,131 | $0.90M | 0.9% | N/A | 0.000% |  |
3/6/2025 | Elite Financial Inc. | 641 | $0.27M | 0.1% | N/A | 0.000% |  |
3/6/2025 | Arcadia Wealth Management Inc. | 1,596 | $0.67M | 0.6% | N/A | 0.000% |  |
3/6/2025 | Wood Tarver Financial Group LLC | 6,157 | $2.60M | 0.9% | N/A | 0.000% |  |
3/6/2025 | Kilter Group LLC | 1,608 | $0.68M | 0.4% | N/A | 0.000% |  |
3/6/2025 | TFR Capital LLC. | 29,639 | $12.49M | 6.2% | N/A | 0.000% |  |
3/6/2025 | Plotkin Financial Advisors LLC | 1,927 | $0.81M | 0.5% | +2.0% | 0.000% |  |
3/5/2025 | Castle Rock Wealth Management LLC | 32,690 | $13.35M | 3.3% | +0.4% | 0.000% |  |
3/5/2025 | Financial Insights Inc. | 49,540 | $20.88M | 8.1% | -20.6% | 0.001% |  |
3/5/2025 | Probity Advisors Inc. | 20,743 | $8.74M | 1.7% | +2.9% | 0.000% |  |
3/5/2025 | Copley Financial Group Inc. | 3,066 | $1.29M | 1.0% | +58.6% | 0.000% |  |
3/4/2025 | Comprehensive Money Management Services LLC | 1,595 | $0.67M | 0.6% | N/A | 0.000% |  |
3/4/2025 | Dogwood Wealth Management LLC | 4,514 | $1.90M | 1.0% | +16.5% | 0.000% |  |
3/4/2025 | Buska Wealth Management LLC | 735 | $0.31M | 0.1% | +20.3% | 0.000% |  |
3/4/2025 | Audent Global Asset Management LLC | 15,917 | $6.71M | 4.4% | +162.2% | 0.000% |  |
3/4/2025 | Siemens Fonds Invest GmbH | 23,907 | $10.08M | 0.4% | -88.1% | 0.000% |  |
3/3/2025 | American Investment Services Inc. | 1,270 | $0.54M | 0.1% | +3.5% | 0.000% |  |
3/3/2025 | Cim LLC | 12,483 | $5.26M | 0.7% | +4.1% | 0.000% |  |
3/3/2025 | Forthright Family Wealth Advisory LLC | 3,340 | $1.41M | 0.9% | -1.1% | 0.000% |  |
2/28/2025 | BridgePort Financial Solutions LLC | 11,529 | $4.53M | 2.1% | N/A | 0.000% |  |
2/28/2025 | Park Square Financial Group LLC | 9,210 | $3.88M | 2.7% | N/A | 0.000% |  |
2/28/2025 | Menard Financial Group LLC | 11,565 | $4.88M | 2.9% | +2.1% | 0.000% |  |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 7,202,815 | $3.04B | 6.0% | N/A | 0.097% |  |
2/28/2025 | Brooklyn FI LLC | 25,077 | $10.68M | 1.7% | N/A | 0.000% |  |
2/28/2025 | Employees Retirement System of Texas | 969,365 | $408.59M | 3.5% | +1.9% | 0.013% |  |
2/27/2025 | Fidelity D & D Bancorp Inc. | 8,967 | $3.78M | 2.5% | +10.6% | 0.000% |  |
2/27/2025 | Skyline Advisors Inc. | 47,659 | $20.09M | 7.8% | -2.0% | 0.001% |  |
2/27/2025 | Brucke Financial Inc. | 6,006 | $2.49M | 2.2% | N/A | 0.000% |  |
2/27/2025 | Omnia Family Wealth LLC | 11,935 | $5.03M | 2.0% | +3.8% | 0.000% |  |
2/27/2025 | REAP Financial Group LLC | 1,662 | $0.70M | 0.2% | -7.2% | 0.000% |  |
2/27/2025 | Landaas & Co. WI ADV | 10,206 | $4.30M | 1.2% | +0.5% | 0.000% |  |
2/27/2025 | ABLE Financial Group LLC | 15,002 | $6.32M | 1.9% | +5.9% | 0.000% |  |
2/27/2025 | Chelsea Counsel Co. | 24,550 | $10.35M | 5.3% | +5.3% | 0.000% |  |
2/27/2025 | Tiptree Advisors LLC | 17,600 | $7.42M | 7.7% | N/A | 0.000% |  |
2/27/2025 | KMT Wealth Management LLC | 896 | $0.38M | 0.3% | N/A | 0.000% |  |
2/27/2025 | Bernard Wealth Management Corp. | 21,576 | $9.09M | 4.2% | N/A | 0.000% |  |
2/27/2025 | XY Planning Network Inc. | 3,375 | $1.42M | 1.1% | N/A | 0.000% |  |
2/27/2025 | HWG Holdings LP | 50,596 | $21.33M | 7.0% | -5.8% | 0.001% |  |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 32,930 | $13.88M | 2.1% | -24.5% | 0.000% |  |
2/27/2025 | Carolinas Wealth Consulting LLC | 14,255 | $6.01M | 1.0% | -55.1% | 0.000% |  |
2/26/2025 | Bristol John W & Co. Inc. NY | 784,197 | $330.54M | 5.4% | -2.2% | 0.011% |  |
2/26/2025 | Yoffe Investment Management LLC | 4,200 | $1.77M | 2.5% | N/A | 0.000% |  |
2/26/2025 | LifeWealth Investments LLC | 6,678 | $2.82M | 1.9% | N/A | 0.000% |  |
2/26/2025 | Capital A Wealth Management LLC | 3,486 | $1.47M | 2.4% | N/A | 0.000% |  |
2/26/2025 | Financial Advisory Corp | 1,085 | $0.46M | 0.1% | N/A | 0.000% |  |
2/26/2025 | Discipline Wealth Solutions LLC | 2,701 | $1.14M | 0.5% | +1.6% | 0.000% |  |
2/26/2025 | Windmill Hill Asset Management Ltd | 9,994 | $4.21M | 1.4% | +17.4% | 0.000% |  |
2/26/2025 | LM Advisors LLC | 36,704 | $15.47M | 2.6% | +0.6% | 0.000% |  |
2/26/2025 | Lakeshore Capital Group Inc. | 3,864 | $1.63M | 2.5% | N/A | 0.000% |  |
2/26/2025 | Virtue Capital Management LLC | 20,815 | $8.77M | 1.8% | -7.4% | 0.000% |  |
2/26/2025 | Sculati Wealth Management LLC | 19,499 | $8.22M | 3.2% | -2.2% | 0.000% |  |
2/25/2025 | Heck Capital Advisors LLC | 13,347 | $5.63M | 0.3% | N/A | 0.000% |  |
2/25/2025 | Leigh Baldwin & CO. LLC | 8,113 | $3.42M | 1.9% | N/A | 0.000% |  |
2/25/2025 | B. Riley Wealth Advisors Inc. | 210,855 | $88.88M | 2.9% | -12.2% | 0.003% |  |
2/25/2025 | Brick & Kyle Associates | 27,275 | $11.50M | 4.9% | -0.9% | 0.000% |  |
2/25/2025 | Armis Advisers LLC | 18,487 | $7.79M | 1.0% | N/A | 0.000% |  |
2/25/2025 | Shufro Rose & Co. LLC | 112,171 | $47.28M | 3.7% | -1.8% | 0.002% |  |
2/25/2025 | Integrated Advisors Network LLC | 98,223 | $41.40M | 2.0% | -1.0% | 0.001% |  |
2/25/2025 | Chokshi & Queen Wealth Advisors Inc | 5,916 | $2.49M | 1.5% | N/A | 0.000% |  |
2/25/2025 | Garde Capital Inc. | 112,874 | $47.58M | 3.1% | -2.1% | 0.002% |  |
2/24/2025 | H&H Retirement Design & Management INC | 2,557 | $1.04M | 0.6% | -8.5% | 0.000% |  |
2/24/2025 | Pullen Investment Management LLC | 9,504 | $4.01M | 2.6% | -1.1% | 0.000% |  |
2/24/2025 | Wilkins Miller Wealth Management LLC | 2,494 | $1.05M | 1.1% | N/A | 0.000% |  |
2/24/2025 | Hall Capital Management Co. Inc. | 35,846 | $15.11M | 7.0% | N/A | 0.000% |  |
2/24/2025 | Liberty Square Wealth Partners LLC | 12,779 | $5.22M | 1.9% | N/A | 0.000% |  |
2/24/2025 | Great Valley Advisor Group Inc. | 175,742 | $74.08M | 1.7% | +3.0% | 0.002% |  |
2/24/2025 | Cypress Asset Management Inc. TX | 53,505 | $23.18M | 5.8% | N/A | 0.001% |  |
2/24/2025 | Ameriflex Group Inc. | 14,511 | $6.02M | 2.8% | N/A | 0.000% |  |
2/24/2025 | United Advisor Group LLC | 25,980 | $10.95M | 2.2% | +4.4% | 0.000% |  |
2/24/2025 | Sunbeam Capital Management LLC | 9,215 | $3.88M | 3.6% | N/A | 0.000% |  |
2/24/2025 | Challenger Wealth Management | 11,073 | $4.67M | 4.0% | N/A | 0.000% |  |
2/22/2025 | American Trust | 41,921 | $17.67M | 1.3% | +0.7% | 0.001% |  |
2/21/2025 | Ascent Group LLC | 95,104 | $40.09M | 3.0% | +4.3% | 0.001% |  |
2/21/2025 | Gould Capital LLC | 10,476 | $4.42M | 3.1% | -0.6% | 0.000% |  |
2/21/2025 | Aberdeen Wealth Management LLC | 12,661 | $5.34M | 3.6% | -4.5% | 0.000% |  |
2/21/2025 | WNY Asset Management LLC | 13,831 | $5.83M | 0.7% | -4.3% | 0.000% |  |
2/21/2025 | Fidelity D & D Bancorp Inc. | 8,459 | $3.57M | 2.6% | +4.3% | 0.000% |  |
2/21/2025 | Putney Financial Group LLC | 14,058 | $5.93M | 4.1% | N/A | 0.000% |  |