4/27/2024 | Riverwater Partners LLC | 2,757 | $497K | 0.4% | -8.4% | 0.000% | |
4/27/2024 | Weatherly Asset Management L. P. | 233,575 | $42.13M | 4.1% | -1.6% | 0.002% | |
4/27/2024 | James Hambro & Partners | 577,892 | $104.15M | 4.9% | +5.0% | 0.006% | |
4/27/2024 | White Pine Investment CO | 38,402 | $6.93M | 2.0% | -1.0% | 0.000% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 2,160 | $390K | 0.3% | -11.5% | 0.000% | |
4/27/2024 | Tenon Financial LLC | 4,471 | $806K | 0.7% | N/A | 0.000% | |
|
4/27/2024 | Guardian Financial Partners LLC | 2,660 | $480K | 0.3% | -11.3% | 0.000% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 7,397 | $1.33M | 0.5% | +1.1% | 0.000% | |
4/27/2024 | Vigilare Wealth Management | 23,359 | $4.21M | 2.1% | -14.6% | 0.000% | |
4/27/2024 | Phoenix Wealth Advisors | 3,509 | $633K | 0.4% | +2.0% | 0.000% | |
4/27/2024 | Nadler Financial Group Inc. | 39,369 | $7.10M | 0.9% | +0.7% | 0.000% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 12,461 | $2.25M | 0.6% | +4.4% | 0.000% | |
4/27/2024 | Conning Inc. | 56,815 | $10.25M | 0.3% | -1.5% | 0.001% | |
4/27/2024 | Fonville Wealth Management LLC | 6,816 | $1.23M | 0.5% | +8.4% | 0.000% | |
4/27/2024 | Finer Wealth Management Inc. | 44,962 | $8.11M | 5.3% | +6.3% | 0.000% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 136,412 | $25.79M | 2.4% | -4.8% | 0.001% | |
4/27/2024 | Signature Wealth Management Partners LLC | 21,777 | $3.93M | 3.2% | -0.3% | 0.000% | |
4/27/2024 | K.J. Harrison & Partners Inc | 117,089 | $21.12M | 3.3% | +12.9% | 0.001% | |
4/27/2024 | Members Advisory Group LLC | 1,184 | $214K | 0.1% | N/A | 0.000% | |
4/27/2024 | Capital Performance Advisors LLP | 14,034 | $2.53M | 1.0% | -5.2% | 0.000% | |
4/27/2024 | Austin Asset Management Co Inc | 8,544 | $1.54M | 0.3% | +54.8% | 0.000% | |
4/27/2024 | McCollum Christoferson Group LLC | 58,077 | $10.48M | 3.0% | +1.1% | 0.001% | |
4/27/2024 | BayBridge Capital Group LLC | 9,346 | $1.66M | 1.4% | -5.0% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 492,927 | $88.91M | 1.4% | -2.0% | 0.005% | |
4/26/2024 | Trueblood Wealth Management LLC | 5,893 | $1.06M | 0.6% | +8.0% | 0.000% | |
4/26/2024 | Sterling Investment Counsel LLC | 23,722 | $4.28M | 2.0% | -7.3% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 538,396 | $97.12M | 2.8% | -6.5% | 0.005% | |
4/26/2024 | Aspen Investment Management Inc | 16,127 | $2.91M | 1.5% | +5.9% | 0.000% | |
4/26/2024 | Triasima Portfolio Management inc. | 15,776 | $2.85M | 0.2% | -14.2% | 0.000% | |
4/26/2024 | Harrington Investments INC | 28,442 | $5.13M | 2.9% | +2.1% | 0.000% | |
4/26/2024 | McGuire Investment Group LLC | 43,006 | $7.76M | 1.1% | +7.7% | 0.000% | |
4/26/2024 | BLB&B Advisors LLC | 161,366 | $29.11M | 1.6% | +5.7% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 783,508 | $141.33M | 2.2% | -3.7% | 0.008% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 17,682 | $3.07M | 1.3% | -5.8% | 0.000% | |
4/26/2024 | Advisors Management Group Inc. ADV | 17,469 | $3.15M | 0.8% | +6.6% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 192,373 | $34.70M | 3.4% | +2.8% | 0.002% | |
4/26/2024 | MBA Advisors LLC | 6,680 | $1.21M | 0.6% | +12.9% | 0.000% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 8,948 | $1.64M | 1.3% | -7.5% | 0.000% | |
4/26/2024 | Rocky Mountain Advisers LLC | 668 | $120K | 0.0% | -22.8% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 24,378 | $4.40M | 2.0% | +5.3% | 0.000% | |
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4/26/2024 | Prestige Wealth Management Group LLC | 23,938 | $4.32M | 0.9% | -2.0% | 0.000% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 7,410 | $1.34M | 1.0% | -74.4% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 732,496 | $132.13M | 1.6% | -4.0% | 0.007% | |
4/26/2024 | Bellevue Asset Management LLC | 22,908 | $4.13M | 2.3% | +10.7% | 0.000% | |
4/26/2024 | Crestone Asset Management LLC | 9,814 | $1.77M | 0.4% | -7.8% | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 7,269 | $1.31M | 0.2% | +17.2% | 0.000% | |
4/26/2024 | Renaissance Group LLC | 225,300 | $40.64M | 1.5% | -6.6% | 0.002% | |
4/26/2024 | JNBA Financial Advisors | 14,407 | $2.60M | 0.3% | -5.6% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 1,226,807 | $221.29M | 2.5% | -1.5% | 0.012% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 76,389 | $13.78M | 2.6% | -3.8% | 0.001% | |
4/26/2024 | Augustine Asset Management Inc. | 4,515 | $814K | 0.3% | +1.4% | 0.000% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 15,126 | $2.73M | 1.1% | -11.7% | 0.000% | |
4/26/2024 | Horizon Financial Services LLC | 3,835 | $692K | 0.4% | -20.7% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 222,764 | $40.18M | 3.5% | -1.2% | 0.002% | |
4/26/2024 | SlateStone Wealth LLC | 102,360 | $18.46M | 1.9% | +37.1% | 0.001% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 22,741 | $4.10M | 0.2% | +38.6% | 0.000% | |
4/26/2024 | Peregrine Capital Management LLC | 785,141 | $141.62M | 4.1% | -1.5% | 0.008% | |
4/26/2024 | Coastline Trust Co | 129,913 | $23.43M | 2.8% | +7.0% | 0.001% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 15,918 | $2.87M | 0.2% | -8.1% | 0.000% | |
4/26/2024 | First National Trust Co | 239,200 | $43.15M | 1.8% | +2.6% | 0.002% | |
4/26/2024 | Barton Investment Management | 683,804 | $123.35M | 15.0% | -2.5% | 0.007% | |
4/26/2024 | Sage Rhino Capital LLC | 16,914 | $3.05M | 0.7% | -2.2% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 41,207 | $7.43M | 0.5% | +442.5% | 0.000% | |
4/26/2024 | SFG Wealth Management LLC. | 11,763 | $2.12M | 1.3% | +0.8% | 0.000% | |
4/26/2024 | Guardian Investment Management | 6,858 | $1.24M | 0.9% | N/A | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 44,548 | $8.04M | 1.0% | -7.9% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 10,402 | $1.88M | 0.3% | +11.2% | 0.000% | |
4/26/2024 | Members Trust Co | 3,712 | $670K | 0.0% | -10.7% | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 17,134 | $3.09M | 1.8% | +0.5% | 0.000% | |
4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 346,400 | $62.48M | 7.4% | +330.9% | 0.003% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 46,542 | $8.40M | 1.1% | +3.7% | 0.000% | |
4/26/2024 | First Personal Financial Services | 3,595 | $648K | 0.2% | -12.6% | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 175,523 | $30.05M | 0.7% | +27.6% | 0.002% | |
4/26/2024 | Pioneer Trust Bank N A OR | 51,495 | $9.29M | 2.6% | +14.4% | 0.000% | |
4/26/2024 | Chicago Partners Investment Group LLC | 109,799 | $19.71M | 0.8% | +5.1% | 0.001% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 411,253 | $74.18M | 1.7% | N/A | 0.004% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 11,103 | $2.00M | 1.6% | +2.2% | 0.000% | |
4/26/2024 | Carr Financial Group Corp | 16,865 | $3.04M | 1.0% | +7.2% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 54,853 | $9.89M | 1.6% | +2.2% | 0.001% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 11,452 | $2.07M | 1.8% | -2.3% | 0.000% | |
4/26/2024 | LifePro Asset Management | 3,951 | $713K | 0.5% | +9.9% | 0.000% | |
4/26/2024 | TI Trust Inc. | 1,740 | $314K | 0.2% | N/A | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 79,802 | $14.40M | 0.8% | -1.2% | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 56,213 | $10.14M | 4.0% | -22.9% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 74,515 | $13.44M | 1.2% | -3.5% | 0.001% | |
4/26/2024 | Petredis Investment Advisors LLC | 158,231 | $28.54M | 3.4% | +0.9% | 0.002% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 6,937 | $1.25M | 1.2% | -16.4% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 9,313 | $1.68M | 1.7% | N/A | 0.000% | |
4/26/2024 | Financial Insights Inc. | 26,431 | $4.77M | 1.4% | +1.2% | 0.000% | |
4/26/2024 | Claris Advisors LLC MO | 3,160 | $570K | 0.3% | +19.7% | 0.000% | |
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4/26/2024 | Terra Nova Asset Management LLC | 19,185 | $3.46M | 2.8% | +1.4% | 0.000% | |
4/26/2024 | AJ Advisors LLC | 4,661 | $841K | 0.5% | -6.0% | 0.000% | |
4/26/2024 | Triton Wealth Management PLLC | 31,010 | $5.50M | 3.6% | -3.0% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 76,373 | $13.78M | 1.1% | -1.4% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 16,349 | $2.95M | 1.8% | -3.7% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 178,036 | $32.11M | 3.2% | -4.0% | 0.002% | |
4/26/2024 | Meridian Wealth Management LLC | 282,202 | $50.90M | 8.5% | +2.9% | 0.003% | |
4/26/2024 | Bogart Wealth LLC | 78,004 | $14.07M | 0.7% | +2.8% | 0.001% | |
4/25/2024 | Allworth Financial LP | 297,486 | $53.66M | 0.4% | +51.2% | 0.003% | |
4/25/2024 | Alta Capital Management LLC | 273,051 | $49.25M | 3.0% | +2.5% | 0.003% | |