1/16/2025 | Harbor Investment Advisory LLC | 2,207 | $1.04M | 0.1% | -7.8% | 0.002% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 27,156 | $12.74M | 0.4% | +1.9% | 0.019% | |
1/16/2025 | Purus Wealth Management LLC | 1,965 | $0.92M | 0.4% | -1.6% | 0.001% | |
1/16/2025 | Stokes Capital Advisors LLC | 15,377 | $7.22M | 1.9% | +3.4% | 0.011% | |
1/16/2025 | UMB Bank n.a. | 637 | $0.30M | 0.0% | -9.0% | 0.000% | |
1/16/2025 | AHL Investment Management Inc. | 8,912 | $4.18M | 2.9% | -0.7% | 0.006% | |
1/16/2025 | Mechanics Bank Trust Department | 2,300 | $1.08M | 0.1% | -5.0% | 0.002% | |
1/16/2025 | Diversify Advisory Services LLC | 560 | $0.26M | 0.0% | -55.6% | 0.000% | |
1/16/2025 | Diversify Wealth Management LLC | 860 | $0.40M | 0.0% | N/A | 0.001% | |
1/16/2025 | Gilman Hill Asset Management LLC | 6,340 | $2.98M | 0.5% | -3.8% | 0.004% | |
1/16/2025 | Annex Advisory Services LLC | 1,117 | $0.52M | 0.0% | -5.0% | 0.001% | |
1/16/2025 | Grove Bank & Trust | 260 | $0.12M | 0.0% | +40.5% | 0.000% | |
1/15/2025 | IAM Advisory LLC | 3,964 | $1.86M | 0.5% | +0.9% | 0.003% | |
1/15/2025 | Smith Salley Wealth Management | 21,149 | $9.93M | 0.6% | -11.6% | 0.015% | |
1/15/2025 | Ameritas Advisory Services LLC | 1,683 | $0.79M | 0.0% | +154.6% | 0.001% | |
1/15/2025 | HB Wealth Management LLC | 5,869 | $2.75M | 0.0% | -0.9% | 0.004% | |
1/15/2025 | Trust Co. of Vermont | 1,020 | $0.48M | 0.0% | -6.8% | 0.001% | |
1/15/2025 | Premier Path Wealth Partners LLC | 936 | $0.44M | 0.1% | +12.6% | 0.001% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 8,546 | $4.01M | 0.1% | +1.3% | 0.006% | |
1/15/2025 | Arkadios Wealth Advisors | 1,893 | $0.89M | 0.0% | +11.4% | 0.001% | |
1/15/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,384 | $3M | 0.7% | -6.7% | 0.004% | |
1/15/2025 | Lake Street Private Wealth LLC | 8,348 | $3.92M | 0.6% | +7.5% | 0.006% | |
1/15/2025 | Canoe Financial LP | 81,932 | $38.45M | 0.6% | -0.2% | 0.056% | |
1/15/2025 | Dakota Community Bank & Trust NA | 232 | $0.11M | 0.5% | +20.8% | 0.000% | |
1/15/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 955 | $0.45M | 0.0% | +11.7% | 0.001% | |
1/15/2025 | Trivant Custom Portfolio Group LLC | 7,152 | $3.36M | 2.0% | -6.3% | 0.005% | |
1/15/2025 | Brooklyn Investment Group | 1,092 | $0.51M | 0.2% | +2.6% | 0.001% | |
1/15/2025 | Whitener Capital Management Inc. | 1,669 | $0.78M | 0.2% | +6.9% | 0.001% | |
1/15/2025 | Trinity Street Asset Management LLP | 48,367 | $22.70M | 2.2% | +3.8% | 0.033% | |
1/15/2025 | Merit Financial Group LLC | 3,496 | $1.64M | 0.0% | +2.0% | 0.002% | |
1/15/2025 | Wedge Capital Management L L P NC | 141,002 | $66.17M | 1.2% | N/A | 0.097% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 757 | $0.36M | 0.0% | +4.0% | 0.001% | |
1/15/2025 | CNB Bank | 2,165 | $1.02M | 0.5% | +5.5% | 0.001% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 1,283 | $0.60M | 0.0% | -9.7% | 0.001% | |
1/15/2025 | Procyon Advisors LLC | 5,926 | $2.78M | 0.2% | +43.7% | 0.004% | |
1/15/2025 | KMG Fiduciary Partners LLC | 6,321 | $2.97M | 0.2% | +9.7% | 0.004% | |
1/15/2025 | Greenhouse Wealth Management LLC | 428 | $0.20M | 0.1% | N/A | 0.000% | |
1/15/2025 | Cohen Investment Advisors LLC | 5,740 | $2.69M | 1.6% | +1.6% | 0.004% | |
1/15/2025 | JGP Wealth Management LLC | 845 | $0.40M | 0.1% | +5.2% | 0.001% | |
1/15/2025 | Carnegie Investment Counsel | 58,748 | $27.57M | 0.8% | +0.4% | 0.040% | |
1/15/2025 | Gateway Investment Advisers LLC | 9,795 | $4.60M | 0.1% | -0.6% | 0.007% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 5,522 | $2.59M | 0.1% | +17.3% | 0.004% | |
1/14/2025 | Winch Advisory Services LLC | 2,007 | $0.94M | 0.2% | +5.4% | 0.001% | |
1/14/2025 | Rovin Capital UT ADV | 930 | $0.44M | 0.2% | -11.6% | 0.001% | |
1/14/2025 | Smith Thornton Advisors LLC | 1,131 | $0.53M | 0.3% | +39.5% | 0.001% | |
1/14/2025 | Essex Savings Bank | 819 | $0.38M | 0.1% | +5.5% | 0.001% | |
1/14/2025 | USA Financial Formulas | 506 | $0.24M | 0.0% | N/A | 0.000% | |
1/14/2025 | Stolper Co | 14,798 | $6.95M | 2.3% | +1.0% | 0.010% | |
1/14/2025 | ERn Financial LLC | 1,075 | $0.50M | 0.1% | +3.0% | 0.001% | |
1/14/2025 | Brave Asset Management Inc. | 3,798 | $1.78M | 0.6% | -1.0% | 0.003% | |
1/14/2025 | Burney Co. | 3,094 | $1.45M | 0.1% | -1.5% | 0.002% | |
1/14/2025 | Apella Capital LLC | 1,112 | $0.52M | 0.0% | +128.8% | 0.001% | |
1/14/2025 | Founders Grove Wealth Partners LLC | 443 | $0.21M | 0.1% | N/A | 0.000% | |
1/14/2025 | S.E.E.D. Planning Group LLC | 1,369 | $0.64M | 0.2% | +27.6% | 0.001% | |
1/14/2025 | Radnor Capital Management LLC | 3,700 | $1.74M | 0.3% | -7.5% | 0.003% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 82 | $38K | 0.0% | -57.7% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 5,469 | $2.57M | 0.0% | +2.6% | 0.004% | |
1/14/2025 | Assenagon Asset Management S.A. | 3,755 | $1.76M | 0.0% | -1.7% | 0.003% | |
1/14/2025 | San Luis Wealth Advisors LLC | 1,096 | $0.51M | 0.1% | -22.8% | 0.001% | |
1/14/2025 | Allen Mooney & Barnes Investment Advisors LLC | 452 | $0.21M | 0.0% | +11.3% | 0.000% | |
1/14/2025 | Rockland Trust Co. | 447 | $0.21M | 0.0% | -7.3% | 0.000% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 1,324 | $0.62M | 0.0% | -38.5% | 0.001% | |
1/14/2025 | Oak Thistle LLC | 763 | $0.36M | 0.1% | N/A | 0.001% | |
1/14/2025 | Pines Wealth Management LLC | 901 | $0.41M | 0.2% | N/A | 0.001% | |
1/14/2025 | Pacifica Partners Inc. | 1,324 | $0.62M | 0.3% | -1.8% | 0.001% | |
1/14/2025 | 180 Wealth Advisors LLC | 1,271 | $0.60M | 0.1% | -27.2% | 0.001% | |
1/14/2025 | Global Financial Private Client LLC | 1,433 | $0.67M | 0.3% | -3.6% | 0.001% | |
1/13/2025 | Marcum Wealth LLC | 1,138 | $0.53M | 0.0% | +8.6% | 0.001% | |
1/13/2025 | AdvisorNet Financial Inc | 6,404 | $3.01M | 0.3% | -5.2% | 0.004% | |
1/13/2025 | Marion Wealth Management | 2,720 | $1.28M | 0.3% | +2.6% | 0.002% | |
1/13/2025 | Courier Capital LLC | 4,279 | $2.01M | 0.1% | -15.7% | 0.003% | |
1/13/2025 | Parisi Gray Wealth Management | 1,156 | $0.54M | 0.2% | +9.0% | 0.001% | |
1/13/2025 | Pallas Capital Advisors LLC | 659 | $0.31M | 0.0% | -33.9% | 0.000% | |
1/13/2025 | Miracle Mile Advisors LLC | 567 | $0.27M | 0.0% | N/A | 0.000% | |
1/13/2025 | Bar Harbor Wealth Management | 443 | $0.21M | 0.0% | N/A | 0.000% | |
1/13/2025 | Eastern Bank | 1,052 | $0.49M | 0.0% | -2.0% | 0.001% | |
1/13/2025 | Claro Advisors LLC | 2,136 | $1M | 0.1% | -13.4% | 0.001% | |
1/13/2025 | Cooper Financial Group | 1,906 | $0.89M | 0.1% | +5.5% | 0.001% | |
1/13/2025 | Moody National Bank Trust Division | 6,093 | $2.86M | 0.3% | -5.6% | 0.004% | |
1/13/2025 | Wedmont Private Capital | 1,243 | $0.57M | 0.0% | +16.9% | 0.001% | |
1/13/2025 | Talbot Financial LLC | 25,696 | $12.06M | 1.4% | +2.8% | 0.018% | |
1/13/2025 | Founders Capital Management | 4,830 | $2.27M | 1.4% | -5.1% | 0.003% | |
1/13/2025 | Emprise Bank | 1,618 | $0.76M | 0.4% | -5.3% | 0.001% | |
1/13/2025 | Capital Investment Advisors LLC | 1,972 | $0.93M | 0.0% | -4.1% | 0.001% | |
1/13/2025 | Brookstone Capital Management | 3,005 | $1.41M | 0.0% | +4.5% | 0.002% | |
1/13/2025 | Trust Co. of Toledo NA OH | 957 | $0.45M | 0.1% | -7.3% | 0.001% | |
1/13/2025 | Czech National Bank | 29,695 | $13.94M | 0.1% | +6.0% | 0.020% | |
1/10/2025 | Graypoint LLC | 2,043 | $0.96M | 0.1% | +5.6% | 0.001% | |
1/10/2025 | Tilia Fiduciary Partners Inc. | 884 | $0.42M | 0.3% | -7.4% | 0.001% | |
1/10/2025 | Sage Capital Advisors llc | 7,323 | $3.44M | 0.9% | +0.5% | 0.005% | |
1/10/2025 | LVM Capital Management Ltd. MI | 32,602 | $15.30M | 1.6% | +4.7% | 0.022% | |
1/10/2025 | Harbor Capital Advisors Inc. | 3,371 | $1.58M | 0.1% | +2.5% | 0.002% | |
1/10/2025 | Franklin Street Advisors Inc. NC | 680 | $0.32M | 0.0% | -12.8% | 0.000% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 28,526 | $13.39M | 0.0% | -1.0% | 0.020% | |
1/10/2025 | ORG Partners LLC | 1,862 | $0.88M | 0.1% | -3.8% | 0.001% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 1,403 | $0.66M | 0.3% | +46.5% | 0.001% | |
1/10/2025 | Hudson Valley Investment Advisors Inc. ADV | 2,212 | $1.04M | 0.1% | -2.2% | 0.002% | |
1/8/2025 | International Assets Investment Management LLC | 126,027 | $0.62M | 0.0% | N/A | 0.087% | |
1/8/2025 | Park National Corp OH | 676 | $0.32M | 0.0% | -30.2% | 0.000% | |
1/7/2025 | First County Bank CT | 763 | $0.36M | 0.2% | -7.5% | 0.001% | |