10/7/2025 | Carolina Wealth Advisors LLC | 846 | $186K | 0.1% | -19.9% | 0.000% | |
10/7/2025 | Traphagen Investment Advisors LLC | 18,346 | $4.03M | 0.3% | -1.2% | 0.000% | |
10/7/2025 | Cullen Investment Group LTD. | 58,130 | $12.76M | 1.7% | +1.6% | 0.001% | |
10/7/2025 | Freestate Advisors LLC | 1,161 | $255K | 0.2% | -8.6% | 0.000% | |
10/7/2025 | Salem Investment Counselors Inc. | 479,843 | $105.36M | 3.0% | -0.2% | 0.004% | |
10/7/2025 | Friday Financial | 1,908 | $419K | 0.2% | +10.4% | 0.000% | |
10/7/2025 | Sonora Investment Management Group LLC | 117,866 | $25.88M | 1.8% | -0.2% | 0.001% | |
10/7/2025 | Union Bancaire Privee UBP SA | 1,228,070 | $255.57M | 4.9% | -3.3% | 0.012% | |
10/7/2025 | Sanders Morris Harris LLC | 16,010 | $3.52M | 0.5% | +339.0% | 0.000% | |
10/7/2025 | Mirador Capital Partners LP | 101,963 | $22.39M | 3.2% | +0.5% | 0.001% | |
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10/7/2025 | Graves Light Lenhart Wealth Inc. | 50,936 | $11.18M | 1.2% | +0.4% | 0.000% | |
10/7/2025 | Thrive Wealth Management LLC | 22,820 | $5.01M | 0.8% | +11.2% | 0.000% | |
10/7/2025 | Nova Wealth Management Inc. | 5,809 | $1.28M | 0.9% | -2.0% | 0.000% | |
10/7/2025 | Oak Thistle LLC | 6,328 | $1.39M | 0.2% | N/A | 0.000% | |
10/7/2025 | Wiser Wealth Management Inc | 4,789 | $1.05M | 0.2% | +17.7% | 0.000% | |
10/6/2025 | WealthBridge Investment Counsel Inc. | 56,566 | $12.42M | 3.8% | -0.6% | 0.001% | |
10/6/2025 | Destiny Wealth Partners LLC | 126,157 | $27.70M | 3.4% | -5.1% | 0.001% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 156,440 | $34.35M | 3.4% | +2.5% | 0.001% | |
10/6/2025 | Keb Asset Management LLC | 3,145 | $691K | 0.2% | +35.6% | 0.000% | |
10/6/2025 | Exeter Financial LLC | 5,411 | $1.19M | 0.5% | +5.0% | 0.000% | |
10/6/2025 | Beacon Financial Strategies CORP | 6,680 | $1.47M | 0.9% | -6.5% | 0.000% | |
10/6/2025 | Moody National Bank Trust Division | 105,664 | $23.20M | 2.0% | +0.9% | 0.001% | |
10/6/2025 | Boston Standard Wealth Management LLC | 1,665 | $366K | 0.1% | +4.7% | 0.000% | |
10/6/2025 | Searcy Financial Services Inc. ADV | 56,654 | $12.44M | 4.7% | +0.1% | 0.001% | |
10/6/2025 | Steph & Co. | 635 | $139K | 0.0% | +74.5% | 0.000% | |
10/6/2025 | Fragasso Financial Advisors Inc | 58,895 | $12.93M | 0.8% | -5.7% | 0.001% | |
10/6/2025 | PMV Capital Advisers LLC | 721 | $158K | 0.3% | +33.8% | 0.000% | |
10/6/2025 | Collective Family Office LLC | 7,120 | $1.56M | 0.4% | -1.2% | 0.000% | |
10/6/2025 | Puff Wealth Management LLC | 10,786 | $2.37M | 3.6% | +1.8% | 0.000% | |
10/6/2025 | ACT Wealth Management LLC | 1,162 | $255K | 0.1% | -40.7% | 0.000% | |
10/6/2025 | Gradient Investments LLC | 571,895 | $125.57M | 2.1% | +3.9% | 0.005% | |
10/6/2025 | Wisconsin Wealth Advisors LLC | 9,710 | $2.13M | 2.0% | -2.4% | 0.000% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 12,952 | $2.84M | 0.6% | -4.4% | 0.000% | |
10/6/2025 | City Center Advisors LLC | 1,160 | $255K | 0.2% | +26.1% | 0.000% | |
10/6/2025 | HF Advisory Group LLC | 16,630 | $3.65M | 1.3% | -12.5% | 0.000% | |
10/6/2025 | TruWealth Advisors LLC | 183,577 | $40.31M | 2.0% | +0.8% | 0.002% | |
10/6/2025 | Sterling Group Wealth Management LLC | 7,030 | $1.54M | 0.8% | -0.8% | 0.000% | |
10/6/2025 | Insight Wealth Strategies LLC | 28,813 | $6.33M | 0.7% | +7.2% | 0.000% | |
10/6/2025 | PPS&V Asset Management Consultants Inc. | 4,940 | $1.09M | 0.6% | +3.5% | 0.000% | |
10/6/2025 | Ables Iannone Moore & Associates Inc. | 72,556 | $15.93M | 9.2% | -1.1% | 0.001% | |
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10/6/2025 | Boltwood Capital Management | 17,116 | $3.76M | 1.0% | +1.8% | 0.000% | |
10/6/2025 | Grove Bank & Trust | 63,076 | $13.85M | 1.6% | -7.5% | 0.001% | |
10/6/2025 | Overbrook Management Corp | 147,865 | $32.47M | 5.8% | -5.3% | 0.001% | |
10/6/2025 | New England Research & Management Inc. | 25,709 | $5.65M | 2.6% | +7.7% | 0.000% | |
10/6/2025 | Baring Financial LLC | 5,212 | $1.14M | 0.8% | +9.9% | 0.000% | |
10/6/2025 | Clarus Wealth Advisors | 7,371 | $1.62M | 0.7% | -2.8% | 0.000% | |
10/6/2025 | Hickory Point Bank & Trust | 6,909 | $1.52M | 1.1% | -0.7% | 0.000% | |
10/6/2025 | Greenfield Savings Bank | 24,595 | $5.40M | 2.3% | -1.6% | 0.000% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 3,200 | $703K | 0.3% | +8.1% | 0.000% | |
10/6/2025 | Nilsine Partners LLC | 96,571 | $21.20M | 1.9% | +6.3% | 0.001% | |
10/3/2025 | KFA Private Wealth Group LLC | 9,633 | $2.12M | 0.6% | -5.1% | 0.000% | |
10/3/2025 | HCR Wealth Advisors | 52,584 | $11.70M | 1.2% | +0.5% | 0.000% | |
10/3/2025 | Jackson Wealth Management LLC | 28,922 | $6.35M | 0.6% | +2.3% | 0.000% | |
10/3/2025 | Iowa State Bank | 47,932 | $10.52M | 2.0% | -1.3% | 0.000% | |
10/3/2025 | Summit Financial Wealth Advisors LLC | 10,572 | $2.33M | 0.4% | +21.1% | 0.000% | |
10/3/2025 | Aaron Wealth Advisors LLC | 103,917 | $22.82M | 1.4% | +79.9% | 0.001% | |
10/3/2025 | First Citizens Financial Corp | 4,640 | $1.02M | 0.5% | +12.9% | 0.000% | |
10/3/2025 | St. Clair Advisors LLC | 13,527 | $2.97M | 0.8% | -6.8% | 0.000% | |
10/3/2025 | IMPACTfolio LLC | 1,225 | $269K | 0.1% | +3.8% | 0.000% | |
10/3/2025 | West Oak Capital LLC | 22,830 | $5.01M | 2.0% | -6.0% | 0.000% | |
10/3/2025 | Shorepoint Capital Partners LLC | 23,784 | $5.22M | 1.0% | N/A | 0.000% | |
10/3/2025 | Breakwater Investment Management | 21,257 | $4.67M | 1.7% | +0.4% | 0.000% | |
10/2/2025 | Central Pacific Bank Trust Division | 73,445 | $16.13M | 1.9% | -1.2% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 203,188 | $44.61M | 2.5% | +11.7% | 0.002% | |
10/2/2025 | Bank of New Hampshire | 31,322 | $6.88M | 1.6% | -0.9% | 0.000% | |
10/2/2025 | Trust Co of the South | 15,421 | $3.39M | 0.6% | +8.9% | 0.000% | |
10/2/2025 | Helen Stephens Group LLC | 2,390 | $525K | 0.1% | +10.1% | 0.000% | |
10/2/2025 | Investors Research Corp | 8,763 | $1.92M | 0.4% | -0.6% | 0.000% | |
10/2/2025 | Capital Asset Advisory Services LLC | 95,870 | $21.05M | 0.9% | +4.4% | 0.001% | |
10/2/2025 | McAlister Sweet & Associates Inc. | 29,312 | $6.44M | 4.8% | +4.9% | 0.000% | |
10/2/2025 | Global Wealth Strategies & Associates | 6,184 | $1.36M | 0.3% | -4.2% | 0.000% | |
10/1/2025 | Park National Corp OH | 187,491 | $41.17M | 1.3% | -5.1% | 0.002% | |
10/1/2025 | Jacobs & Co. CA | 139,407 | $30.61M | 2.9% | -1.0% | 0.001% | |
10/1/2025 | Roxbury Financial LLC | 13,999 | $3.07M | 2.8% | +0.5% | 0.000% | |
10/1/2025 | American National Bank of Texas | 3,707 | $814K | 0.8% | N/A | 0.000% | |
10/1/2025 | Rowlandmiller & PARTNERS.ADV | 12,907 | $2.83M | 0.6% | +21.5% | 0.000% | |
10/1/2025 | First Financial Bank Trust Division | 58,964 | $12.95M | 1.1% | -0.4% | 0.001% | |
10/1/2025 | Vigilare Wealth Management | 27,556 | $6.05M | 2.1% | -2.2% | 0.000% | |
10/1/2025 | Farmers Trust Co. | 29,656 | $6.51M | 1.1% | -20.3% | 0.000% | |
10/1/2025 | Neville Rodie & Shaw Inc. | 123,915 | $27.21M | 2.0% | +1.5% | 0.001% | |
10/1/2025 | Hobart Private Capital LLC | 12,724 | $2.79M | 0.6% | +20.2% | 0.000% | |
9/30/2025 | Rydar Equities Inc. | 37,236 | $8.17M | 6.5% | N/A | 0.000% | |
9/29/2025 | Summit Financial Wealth Advisors LLC | 8,729 | $1.92M | 0.3% | +16.3% | 0.000% | |
9/26/2025 | Capital A Wealth Management LLC | 927 | $203K | 2.1% | -86.9% | 0.000% | |
9/25/2025 | TradeWell Securities LLC. | 30,297 | $6.65M | 3.2% | +7.0% | 0.000% | |
9/25/2025 | National Wealth Management Group LLC | 14,252 | $3.13M | 1.8% | -20.1% | 0.000% | |
9/25/2025 | CacheTech Inc. | 17,082 | $3.75M | 0.7% | -5.6% | 0.000% | |
9/25/2025 | Adams Wealth Management | 17,082 | $3.75M | 0.7% | -5.6% | 0.000% | |
9/24/2025 | Fortitude Financial LLC | 1,307 | $287K | 0.2% | -37.4% | 0.000% | |
9/24/2025 | Momentum Wealth Planning LLC | 12,962 | $2.84M | 2.4% | N/A | 0.000% | |
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9/24/2025 | Texas Permanent School Fund Corp | 725,496 | $159.17M | 1.7% | -33.3% | 0.007% | |
9/23/2025 | RS Crum Inc. | 42,503 | $9.33M | 2.2% | -0.4% | 0.000% | |
9/23/2025 | Dakota Community Bank & Trust NA | 2,781 | $610K | 2.7% | +10.7% | 0.000% | |
9/22/2025 | GatePass Capital LLC | 5,464 | $1.20M | 0.8% | +11.2% | 0.000% | |
9/22/2025 | Caldwell Trust Co | 133,840 | $29.36M | 2.9% | N/A | 0.001% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 42,638 | $9.86M | 1.7% | -6.4% | 0.000% | |
9/19/2025 | Canal Capital Management LLC | 43,714 | $9.59M | 1.5% | +11.9% | 0.000% | |
9/19/2025 | Base Wealth Management LLC | 4,146 | $910K | 0.6% | -1.1% | 0.000% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 2,223 | $488K | 0.4% | N/A | 0.000% | |
9/11/2025 | Silicon Valley Capital Partners | 167,148 | $36.67M | 3.8% | +1.4% | 0.002% | |