5/4/2024 | Hemington Wealth Management | 110,920 | $4.63M | 1.7% | -4.8% | 0.006% | |
5/4/2024 | Howland Capital Management LLC | 75,285 | $3.15M | 0.2% | -65.4% | 0.004% | |
5/4/2024 | Evolution Advisers Inc. | 224,779 | $9.39M | 5.2% | +6.0% | 0.012% | |
5/4/2024 | PrairieView Partners LLC | 362,263 | $15.13M | 1.7% | +8.0% | 0.020% | |
5/4/2024 | McClarren Financial Advisors Inc. | 2,841 | $1.27M | 0.3% | -90.6% | 0.000% | |
5/4/2024 | Keener Financial Planning LLC | 169,755 | $7.09M | 4.9% | +11.4% | 0.009% | |
|
5/4/2024 | Geneos Wealth Management Inc. | 126,279 | $5.28M | 0.2% | -2.6% | 0.007% | |
5/4/2024 | Essex LLC | 18,193 | $760K | 0.2% | -3.0% | 0.001% | |
5/4/2024 | DAVENPORT & Co LLC | 511,631 | $21.37M | 0.1% | +4.9% | 0.028% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 9,806 | $410K | 0.2% | +5.3% | 0.001% | |
5/4/2024 | Gould Asset Management LLC CA | 49,520 | $2.07M | 0.5% | -33.2% | 0.003% | |
5/4/2024 | One Degree Advisors Inc | 93,361 | $3.90M | 1.9% | -0.3% | 0.005% | |
5/4/2024 | Paulson Wealth Management Inc. | 7,007 | $293K | 0.1% | -3.8% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 42,828 | $1.79M | 0.1% | +46.2% | 0.002% | |
5/4/2024 | Richardson Financial Services Inc. | 17,596 | $736K | 0.5% | N/A | 0.001% | |
5/3/2024 | Signaturefd LLC | 3,518,230 | $146.96M | 3.1% | +3.1% | 0.194% | |
5/3/2024 | FDx Advisors Inc. | 6,876 | $287K | 0.0% | -68.1% | 0.000% | |
5/3/2024 | Embree Financial Group | 5,563 | $232K | 0.0% | +12.5% | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 117,464 | $4.91M | 0.2% | -68.8% | 0.006% | |
5/3/2024 | TFB Advisors LLC | 13,012 | $549K | 0.2% | +68.7% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 509,281 | $21.27M | 1.6% | +37.2% | 0.028% | |
5/3/2024 | Callan Capital LLC | 621,947 | $25.98M | 2.3% | +13.3% | 0.034% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 194,563 | $8.13M | 1.0% | -42.2% | 0.011% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 102,082 | $4.26M | 1.2% | +2.1% | 0.006% | |
5/3/2024 | Rehmann Capital Advisory Group | 18,007 | $752K | 0.1% | -7.0% | 0.001% | |
5/3/2024 | Etfidea LLC | 6,139 | $256K | 0.1% | -6.5% | 0.000% | |
5/3/2024 | Commerce Bank | 1,067,825 | $44.60M | 0.3% | -3.1% | 0.059% | |
5/3/2024 | United Community Bank | 103,883 | $4.30M | 1.7% | +93.3% | 0.006% | |
5/3/2024 | Liberty Wealth Management LLC | 11,251 | $474K | 0.1% | +3,034.0% | 0.001% | |
5/3/2024 | Rinkey Investments | 38,317 | $1.60M | 0.6% | +0.9% | 0.002% | |
5/3/2024 | Smith Salley Wealth Management | 9,627 | $402K | 0.0% | -19.8% | 0.001% | |
5/3/2024 | Absolute Capital Management LLC | 8,871 | $371K | 0.2% | +16.9% | 0.000% | |
5/3/2024 | Franklin Parlapiano Turner & Welch LLC | 4,863 | $203K | 0.1% | -10.5% | 0.000% | |
5/3/2024 | Meridian Management Co. | 531,176 | $22.19M | 6.1% | -1.1% | 0.029% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,086,506 | $45.38M | 1.3% | +3.7% | 0.060% | |
5/3/2024 | Whittier Trust Co. | 1,094,760 | $45.73M | 0.7% | -2.5% | 0.060% | |
5/2/2024 | Mutual Advisors LLC | 336,168 | $14.04M | 0.5% | -10.2% | 0.019% | |
5/2/2024 | Diversified LLC | 6,512 | $272K | 0.0% | +20.0% | 0.000% | |
5/2/2024 | Salomon & Ludwin LLC | 95,671 | $4.00M | 0.3% | +6.9% | 0.005% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 2,049,335 | $85.60M | 1.9% | -26.3% | 0.113% | |
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5/2/2024 | First Command Advisory Services Inc. | 5,499 | $230K | 0.0% | +13.0% | 0.000% | |
5/2/2024 | Poplar Forest Capital LLC | 6,864 | $287K | 0.0% | +5.5% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 280,807 | $11.73M | 0.2% | -3.1% | 0.016% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 4,861 | $203K | 0.1% | N/A | 0.000% | |
5/2/2024 | Hudock Inc. | 559,889 | $23.39M | 5.2% | +4.9% | 0.031% | |
5/2/2024 | Conservest Capital Advisors Inc. | 29,954 | $1.25M | 0.1% | -2.1% | 0.002% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 28,620 | $1.20M | 0.2% | -6.5% | 0.002% | |
5/2/2024 | Graypoint LLC | 12,012 | $502K | 0.0% | -25.1% | 0.001% | |
5/2/2024 | Haverford Trust Co | 97,732 | $4.08M | 0.0% | -1.3% | 0.005% | |
5/2/2024 | Pittenger & Anderson Inc. | 2,197 | $92K | 0.0% | -97.5% | 0.000% | |
5/2/2024 | Quent Capital LLC | 6,614 | $276K | 0.0% | +4.1% | 0.000% | |
5/2/2024 | Gilbert & Cook Inc. | 30,530 | $1.28M | 0.2% | +23.8% | 0.002% | |
5/2/2024 | Horan Securities Inc. | 6,427 | $268K | 0.1% | -11.1% | 0.000% | |
5/2/2024 | Curran Financial Partners LLC | 6,345 | $265K | 0.1% | -7.5% | 0.000% | |
5/2/2024 | Lincoln National Corp | 2,173,220 | $90.78M | 1.4% | +4.1% | 0.120% | |
5/2/2024 | Fidelis Capital Partners LLC | 26,964 | $1.13M | 0.2% | -4.2% | 0.001% | |
5/2/2024 | Goelzer Investment Management Inc. | 17,208 | $719K | 0.0% | +2.1% | 0.001% | |
5/2/2024 | St. Louis Trust Co | 218,153 | $9.09M | 1.4% | +8.9% | 0.012% | |
5/2/2024 | Life Planning Partners Inc | 46,715 | $1.95M | 1.9% | +3.6% | 0.003% | |
5/2/2024 | Choreo LLC | 2,773,889 | $115.86M | 3.0% | -3.8% | 0.153% | |
5/2/2024 | CNB Bank | 1,800 | $75K | 0.0% | -71.7% | 0.000% | |
5/2/2024 | Family Firm Inc. | 112,790 | $4.71M | 1.1% | -3.7% | 0.006% | |
5/2/2024 | Presilium Private Wealth LLC | 579,532 | $24.21M | 6.4% | +12.2% | 0.032% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 47,660 | $1.99M | 0.5% | +23.4% | 0.003% | |
5/2/2024 | Moloney Securities Asset Management LLC | 6,012 | $251K | 0.0% | N/A | 0.000% | |
5/2/2024 | Stash Investments LLC | 213,135 | $8.90M | 6.4% | +9.7% | 0.012% | |
5/2/2024 | Palisade Asset Management LLC | 20,378 | $851K | 0.1% | -2.0% | 0.001% | |
5/2/2024 | PDS Planning Inc | 1,059,531 | $44.26M | 4.6% | +3.8% | 0.059% | |
5/2/2024 | REDW Wealth LLC | 177,426 | $7.41M | 2.0% | -5.4% | 0.010% | |
5/2/2024 | Hanlon Investment Management Inc. | 141,287 | $5.90M | 1.8% | +6.3% | 0.008% | |
5/1/2024 | GLOBALT Investments LLC GA | 557,458 | $23.29M | 0.9% | -3.2% | 0.031% | |
5/1/2024 | Tanager Wealth Management LLP | 403,971 | $16.87M | 2.7% | +11.4% | 0.022% | |
5/1/2024 | Stone Point Wealth LLC | 58,915 | $2.46M | 0.9% | +8.6% | 0.003% | |
5/1/2024 | StoneX Group Inc. | 19,710 | $823K | 0.1% | -9.5% | 0.001% | |
5/1/2024 | Connecticut Wealth Management LLC | 65,946 | $2.76M | 0.1% | -4.6% | 0.004% | |
5/1/2024 | Janney Capital Management LLC | 233,025 | $9.73M | 0.6% | -2.4% | 0.013% | |
5/1/2024 | 1834 Investment Advisors Co. | 134,311 | $5.61M | 0.7% | -2.9% | 0.007% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 122,396 | $5.11M | 1.3% | +0.9% | 0.007% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,865,370 | $77.92M | 0.2% | +4.9% | 0.103% | |
5/1/2024 | New Harbor Financial Group LLC | 23,576 | $985K | 0.3% | -3.6% | 0.001% | |
5/1/2024 | BNP Paribas Financial Markets | 945,054 | $39.48M | 0.0% | +177.0% | 0.052% | |
5/1/2024 | Auour Investments LLC | 159,380 | $6.66M | 2.5% | +15.4% | 0.009% | |
5/1/2024 | Blue Trust Inc. | 44,980 | $1.88M | 0.0% | -24.0% | 0.002% | |
5/1/2024 | Klingman & Associates LLC | 529,588 | $22.12M | 1.5% | +7.5% | 0.029% | |
5/1/2024 | Ascent Wealth Partners LLC | 18,061 | $754K | 0.1% | -3.7% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 192,810 | $8.05M | 0.0% | +1,482.2% | 0.011% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 240,125 | $10.03M | 0.6% | +0.5% | 0.013% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 166,692 | $6.96M | 0.5% | +2.1% | 0.009% | |
5/1/2024 | Prosperity Consulting Group LLC | 19,106 | $798K | 0.1% | -38.1% | 0.001% | |
5/1/2024 | Colony Family Offices LLC | 438,573 | $18.32M | 5.9% | -1.0% | 0.024% | |
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5/1/2024 | Avior Wealth Management LLC | 175,331 | $7.32M | 0.3% | -18.5% | 0.010% | |
5/1/2024 | Mission Wealth Management LP | 464,053 | $19.38M | 0.5% | -4.5% | 0.026% | |
5/1/2024 | Parthenon LLC | 114,844 | $4.80M | 0.6% | +4.9% | 0.006% | |
5/1/2024 | Bridgewater Advisors Inc. | 15,371 | $642K | 0.1% | -6.0% | 0.001% | |
5/1/2024 | Starfox Financial Services LLC | 103,880 | $4.29M | 3.6% | +13.4% | 0.006% | |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 255,534 | $10.67M | 0.8% | -0.5% | 0.014% | |
5/1/2024 | Bray Capital Advisors | 80,435 | $3.36M | 0.9% | -0.9% | 0.004% | |
5/1/2024 | Sequoia Financial Advisors LLC | 33,620 | $1.40M | 0.0% | -51.9% | 0.002% | |
5/1/2024 | Diversify Advisory Services LLC | 230,928 | $9.69M | 0.6% | N/A | 0.013% | |
5/1/2024 | DecisionPoint Financial LLC | 16,377 | $693K | 0.3% | -5.7% | 0.001% | |