10/17/2025 | Nixon Peabody Trust Co. | 77,550 | $5.95M | 0.4% | +1.5% | 0.003% | |
10/17/2025 | HM Payson & Co. | 32,572 | $2.50M | 0.0% | -7.0% | 0.001% | |
10/17/2025 | Ethic Inc. | 84,382 | $6.47M | 0.1% | +16.0% | 0.003% | |
10/17/2025 | Traveka Wealth LLC | 6,840 | $525K | 0.2% | +27.5% | 0.000% | |
10/17/2025 | Everpar Advisors LLC | 7,043 | $540K | 0.2% | -2.2% | 0.000% | |
10/17/2025 | Tealwood Asset Management Inc. | 35,873 | $2.75M | 1.1% | -2.2% | 0.001% | |
10/17/2025 | Valley National Advisers Inc. | 28,721 | $2.20M | 0.3% | +17.0% | 0.001% | |
10/17/2025 | Perigon Wealth Management LLC | 21,079 | $1.62M | 0.0% | +2.9% | 0.001% | |
10/17/2025 | Sowell Financial Services LLC | 18,415 | $1.41M | 0.1% | +11.3% | 0.001% | |
10/17/2025 | Thompson Investment Management Inc. | 798 | $61K | 0.0% | -39.6% | 0.000% | |
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10/17/2025 | Valicenti Advisory Services Inc. | 60,696 | $4.66M | 1.0% | -20.1% | 0.002% | |
10/17/2025 | FSM Wealth Advisors LLC | 7,526 | $577K | 0.1% | +9.1% | 0.000% | |
10/17/2025 | Apollon Wealth Management LLC | 15,603 | $1.20M | 0.0% | +2.2% | 0.001% | |
10/16/2025 | Columbus Macro LLC | 33,453 | $2.57M | 0.3% | +1.0% | 0.001% | |
10/16/2025 | Comprehensive Financial Consultants Institutional Inc. | 16,858 | $1.29M | 0.4% | +1.7% | 0.001% | |
10/16/2025 | Brian Low Financial Group LLC | 17,730 | $1.36M | 1.1% | +28.8% | 0.001% | |
10/16/2025 | Burney Co. | 14,287 | $1.10M | 0.0% | -4.7% | 0.000% | |
10/16/2025 | Marotta Asset Management | 10,230 | $863K | 0.2% | -4.1% | 0.000% | |
10/16/2025 | Asio Capital LLC | 58,870 | $4.52M | 0.7% | +2.7% | 0.002% | |
10/16/2025 | Blue Trust Inc. | 19,129 | $1.47M | 0.0% | +3.6% | 0.001% | |
10/15/2025 | Patriot Investment Management Group Inc. | 4,279 | $328K | 0.0% | -4.8% | 0.000% | |
10/15/2025 | Iams Wealth Management LLC | 26,836 | $2.06M | 0.8% | +1.3% | 0.001% | |
10/15/2025 | Robbins Farley | 54,149 | $4.15M | 1.7% | +103.8% | 0.002% | |
10/15/2025 | Enterprise Financial Services Corp | 2,687 | $206K | 0.1% | N/A | 0.000% | |
10/15/2025 | ZWJ Investment Counsel Inc. | 771,282 | $59.17M | 2.1% | +1.0% | 0.025% | |
10/15/2025 | Stephens Consulting LLC | 659 | $51K | 0.0% | -41.3% | 0.000% | |
10/15/2025 | Alhambra Investment Management LLC | 5,575 | $428K | 0.2% | +21.7% | 0.000% | |
10/15/2025 | Norden Group LLC | 8,067 | $619K | 0.1% | +19.1% | 0.000% | |
10/15/2025 | World Investment Advisors | 12,971 | $995K | 0.0% | +20.6% | 0.000% | |
10/15/2025 | Founders Financial Securities LLC | 31,266 | $2.40M | 0.2% | +7.4% | 0.001% | |
10/15/2025 | Hanson & Doremus Investment Management | 12,832 | $984K | 0.1% | -10.4% | 0.000% | |
10/15/2025 | Swedbank AB | 4,364,458 | $334.84M | 0.3% | +7.0% | 0.141% | |
10/15/2025 | DAVENPORT & Co LLC | 48,878 | $3.75M | 0.0% | +174.3% | 0.002% | |
10/14/2025 | GLOBALT Investments LLC GA | 64,071 | $4.92M | 0.2% | -1.3% | 0.002% | |
10/14/2025 | Highline Wealth Partners LLC | 532 | $41K | 0.0% | +32.0% | 0.000% | |
10/14/2025 | Monument Capital Management | 3,467 | $266K | 0.1% | N/A | 0.000% | |
10/14/2025 | True North Advisors LLC | 5,724 | $439K | 0.1% | +9.5% | 0.000% | |
10/14/2025 | OLD National Bancorp IN | 12,178 | $934K | 0.0% | +8.7% | 0.000% | |
10/14/2025 | Trust Co. of Vermont | 642 | $49K | 0.0% | -28.0% | 0.000% | |
10/14/2025 | Farther Finance Advisors LLC | 10,228 | $785K | 0.0% | +40.1% | 0.000% | |
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10/14/2025 | HBK Sorce Advisory LLC | 8,162 | $626K | 0.0% | +4.6% | 0.000% | |
10/14/2025 | Exchange Traded Concepts LLC | 15,376 | $1.18M | 0.0% | -5.7% | 0.000% | |
10/14/2025 | AA Financial Advisors LLC | 8,829 | $677K | 0.1% | +3.1% | 0.000% | |
10/14/2025 | Cohen Investment Advisors LLC | 7,279 | $558K | 0.3% | +3.9% | 0.000% | |
10/14/2025 | Foster Group Inc. | 2,654 | $204K | 0.0% | N/A | 0.000% | |
10/14/2025 | Goelzer Investment Management Inc. | 82,015 | $6.29M | 0.3% | -2.2% | 0.003% | |
10/14/2025 | New England Professional Planning Group Inc. | 3,140 | $241K | 0.1% | N/A | 0.000% | |
10/14/2025 | Clarius Group LLC | 10,671 | $819K | 0.0% | -20.7% | 0.000% | |
10/10/2025 | Lineweaver Wealth Advisors LLC | 8,770 | $673K | 0.1% | +8.0% | 0.000% | |
10/10/2025 | Tlwm | 18,517 | $1.42M | 0.3% | +6.2% | 0.001% | |
10/10/2025 | Sound Income Strategies LLC | 1,025 | $87K | 0.0% | +17.5% | 0.000% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 4,849 | $372K | 0.0% | +26.6% | 0.000% | |
10/10/2025 | Natural Investments LLC | 44,472 | $3.41M | 0.7% | +0.5% | 0.001% | |
10/10/2025 | Flputnam Investment Management Co. | 323,502 | $24.82M | 0.4% | +1.9% | 0.010% | |
10/10/2025 | Benson Investment Management Company Inc. | 75,297 | $5.78M | 2.0% | +18.6% | 0.002% | |
10/10/2025 | CCM Investment Advisers LLC | 3,041 | $233K | 0.0% | N/A | 0.000% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 15,596 | $1.20M | 0.1% | -4.7% | 0.001% | |
10/10/2025 | Fairvoy Private Wealth LLC | 4,316 | $331K | 0.1% | -4.7% | 0.000% | |
10/10/2025 | Quotient Wealth Partners LLC | 3,131 | $240K | 0.0% | -13.4% | 0.000% | |
10/10/2025 | Abound Wealth Management | 523 | $40K | 0.0% | +1,767.9% | 0.000% | |
10/10/2025 | Perpetual Ltd | 14,119 | $1.08M | 0.0% | -21.3% | 0.000% | |
10/10/2025 | Focus Financial Network Inc. | 6,102 | $468K | 0.0% | -6.1% | 0.000% | |
10/10/2025 | Signal Advisors Wealth LLC | 6,165 | $473K | 0.0% | N/A | 0.000% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 2,896 | $222K | 0.0% | +27.7% | 0.000% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 9,699 | $744K | 0.2% | +2.8% | 0.000% | |
10/9/2025 | AdvisorNet Financial Inc | 22,525 | $1.73M | 0.1% | +4.6% | 0.001% | |
10/9/2025 | Princeton Global Asset Management LLC | 1,657 | $127K | 0.0% | -32.6% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 16,531 | $1.27M | 0.0% | +1.7% | 0.001% | |
10/9/2025 | Voya Investment Management LLC | 1,899,502 | $145.73M | 0.1% | +68.2% | 0.061% | |
10/9/2025 | Voya Financial Advisors Inc. | 6,689 | $496K | 0.0% | -11.2% | 0.000% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 14,505 | $1.11M | 0.0% | -1.3% | 0.000% | |
10/9/2025 | Chapin Davis Inc. | 3,795 | $291K | 0.1% | +3.3% | 0.000% | |
10/9/2025 | Long Run Wealth Advisors LLC | 3,375 | $259K | 0.1% | -29.9% | 0.000% | |
10/9/2025 | Whalen Wealth Management Inc. | 9,719 | $746K | 0.4% | N/A | 0.000% | |
10/9/2025 | Riversedge Advisors LLC | 4,880 | $374K | 0.1% | +20.3% | 0.000% | |
10/8/2025 | Cox Capital Mgt LLC | 57,831 | $4.44M | 2.9% | +1.0% | 0.002% | |
10/8/2025 | Chesley Taft & Associates LLC | 126,765 | $9.73M | 0.4% | -4.3% | 0.004% | |
10/8/2025 | Veracity Capital LLC | 3,464 | $266K | 0.1% | -7.4% | 0.000% | |
10/7/2025 | Cooper Financial Group | 16,114 | $1.24M | 0.1% | +4.1% | 0.001% | |
10/7/2025 | Montecito Bank & Trust | 16,277 | $1.25M | 0.2% | N/A | 0.001% | |
10/7/2025 | McLean Asset Management Corp | 6,494 | $498K | 0.1% | +3.7% | 0.000% | |
10/7/2025 | Heritage Family Offices LLP | 8,894 | $682K | 0.3% | -1.4% | 0.000% | |
10/7/2025 | Norway Savings Bank | 3,292 | $253K | 0.1% | N/A | 0.000% | |
10/7/2025 | Channel Wealth LLC | 58,508 | $4.49M | 1.2% | +1.9% | 0.002% | |
10/7/2025 | Canandaigua National Trust Co of Florida | 10,500 | $806K | 0.6% | -6.5% | 0.000% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 20,597 | $1.58M | 0.1% | +4.0% | 0.001% | |
10/7/2025 | Assenagon Asset Management S.A. | 598,354 | $45.91M | 0.1% | -48.7% | 0.019% | |
10/7/2025 | Salem Investment Counselors Inc. | 1,413 | $108K | 0.0% | -8.3% | 0.000% | |
10/7/2025 | Sonora Investment Management Group LLC | 4,782 | $367K | 0.0% | +38.4% | 0.000% | |
10/7/2025 | Sanders Morris Harris LLC | 12,379 | $950K | 0.1% | N/A | 0.000% | |
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10/6/2025 | Old Port Advisors | 30,852 | $2.37M | 0.6% | +4.0% | 0.001% | |
10/6/2025 | Gradient Investments LLC | 15,385 | $1.18M | 0.0% | +68.3% | 0.000% | |
10/6/2025 | Grove Bank & Trust | 11,475 | $880K | 0.1% | -2.4% | 0.000% | |
10/6/2025 | New England Research & Management Inc. | 6,697 | $514K | 0.2% | -58.0% | 0.000% | |
10/3/2025 | Aaron Wealth Advisors LLC | 21,215 | $1.63M | 0.1% | +0.6% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 11,235 | $862K | 0.0% | +25.9% | 0.000% | |
10/2/2025 | Investors Research Corp | 2,480 | $190K | 0.0% | +9.7% | 0.000% | |
10/2/2025 | Capital Asset Advisory Services LLC | 5,391 | $414K | 0.0% | -4.1% | 0.000% | |
10/1/2025 | Park National Corp OH | 159,599 | $12.24M | 0.4% | +7.0% | 0.005% | |
9/26/2025 | Corient Private Wealth LLC | 193,710 | $13.54M | 0.0% | +3.5% | 0.006% | |