7/15/2025 | Graypoint LLC | 44,536 | $6.66M | 0.4% | +2.4% | 0.006% | |
7/15/2025 | James J. Burns & Company LLC | 1,366 | $204K | 0.0% | -7.2% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 17,550 | $2.63M | 0.0% | -1.3% | 0.002% | |
7/15/2025 | BCS Wealth Management | 1,668 | $249K | 0.1% | +13.3% | 0.000% | |
7/15/2025 | Ridgecrest Wealth Partners LLC | 1,560 | $233K | 0.1% | -24.3% | 0.000% | |
7/15/2025 | Accurate Wealth Management LLC | 7,042 | $1.16M | 0.2% | +8.0% | 0.001% | |
7/15/2025 | Main Street Group LTD | 987 | $148K | 0.0% | -9.9% | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 90,738 | $13.57M | 0.0% | -21.6% | 0.012% | |
7/15/2025 | SJS Investment Consulting Inc. | 547 | $82K | 0.0% | -80.1% | 0.000% | |
7/15/2025 | MCF Advisors LLC | 830 | $124K | 0.0% | +22.2% | 0.000% | |
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7/15/2025 | Eaton Financial Holdings Company LLC | 1,827 | $273K | 0.1% | N/A | 0.000% | |
7/15/2025 | Financial Partners Group Inc | 4,315 | $645K | 0.1% | +8.4% | 0.001% | |
7/15/2025 | Focused Wealth Management Inc | 49,612 | $7.42M | 0.9% | +0.3% | 0.007% | |
7/15/2025 | CGN Advisors LLC | 17,687 | $2.65M | 0.2% | +7.8% | 0.002% | |
7/15/2025 | GSB Wealth Management LLC | 1,860 | $278K | 0.1% | -8.2% | 0.000% | |
7/14/2025 | Wealth Advisory Solutions LLC | 1,389 | $208K | 0.1% | N/A | 0.000% | |
7/14/2025 | Argent Capital Management LLC | 552,405 | $82.63M | 2.4% | +0.6% | 0.076% | |
7/14/2025 | Occidental Asset Management LLC | 2,431 | $364K | 0.1% | -32.2% | 0.000% | |
7/14/2025 | CHICAGO TRUST Co NA | 7,721 | $1.16M | 0.2% | -13.6% | 0.001% | |
7/14/2025 | E&G Advisors LP | 9,129 | $1.36M | 0.4% | -11.4% | 0.001% | |
7/14/2025 | Lederer & Associates Investment Counsel CA | 10,035 | $1.50M | 1.0% | +22.1% | 0.001% | |
7/14/2025 | AdvisorNet Financial Inc | 8,441 | $1.26M | 0.1% | -13.8% | 0.001% | |
7/14/2025 | CRA Financial Services LLC | 2,875 | $430K | 0.1% | +3.2% | 0.000% | |
7/14/2025 | Armstrong Advisory Group Inc. | 3,698 | $553K | 0.0% | +7.3% | 0.001% | |
7/14/2025 | Chapin Davis Inc. | 6,248 | $935K | 0.3% | -1.5% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 11,040 | $1.65M | 0.1% | +16.7% | 0.002% | |
7/14/2025 | Clear Harbor Asset Management LLC | 41,200 | $6.16M | 0.5% | -0.2% | 0.006% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 30,727 | $4.60M | 0.1% | -68.4% | 0.004% | |
7/14/2025 | Sweeney & Michel LLC | 6,414 | $1.04M | 0.4% | -4.5% | 0.001% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 2,559 | $383K | 0.0% | -10.8% | 0.000% | |
7/14/2025 | Lewis Asset Management LLC | 5,967 | $893K | 0.4% | +16.1% | 0.001% | |
7/14/2025 | Southland Equity Partners LLC | 5,115 | $765K | 0.2% | -1.9% | 0.001% | |
7/14/2025 | Bank & Trust Co | 452 | $68K | 0.1% | +90.7% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 35,877 | $5.37M | 0.0% | +14.3% | 0.005% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 1,363 | $204K | 0.2% | -15.0% | 0.000% | |
7/14/2025 | Palacios Wealth Management LLC | 1,382 | $207K | 0.2% | N/A | 0.000% | |
7/14/2025 | Avanza Fonder AB | 49,926 | $7.47M | 0.2% | -6.1% | 0.007% | |
7/14/2025 | Sowell Financial Services LLC | 10,774 | $1.61M | 0.1% | -13.7% | 0.001% | |
7/11/2025 | Arthur M. Cohen & Associates LLC | 5,269 | $788K | 0.1% | +24.7% | 0.001% | |
7/11/2025 | Congress Park Capital LLC | 4,800 | $718K | 0.2% | +29.7% | 0.001% | |
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7/11/2025 | Mitchell & Pahl Private Wealth LLC | 12,727 | $1.90M | 0.8% | -1.7% | 0.002% | |
7/11/2025 | Compass Ion Advisors LLC | 26,150 | $3.91M | 0.4% | +1.1% | 0.004% | |
7/11/2025 | BTC Capital Management Inc. | 1,380 | $206K | 0.0% | -8.3% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 39,152 | $5.86M | 0.1% | +142.8% | 0.005% | |
7/11/2025 | Busey Bank | 5,126 | $767K | 0.0% | +25.2% | 0.001% | |
7/11/2025 | CX Institutional | 3,799 | $568K | 0.0% | +15.4% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 60,556 | $9.06M | 0.1% | +465.6% | 0.008% | |
7/11/2025 | Pinnacle Bancorp Inc. | 600 | $90K | 0.0% | +50.0% | 0.000% | |
7/11/2025 | Bridge Creek Capital Management LLC | 56,845 | $8.50M | 2.5% | +1.7% | 0.008% | |
7/11/2025 | Essex Savings Bank | 3,560 | $532K | 0.1% | +14.0% | 0.000% | |
7/11/2025 | Financiere des Professionnels Fonds d investissement inc. | 1,058 | $158K | 0.0% | N/A | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 8,682 | $1.30M | 0.1% | -9.2% | 0.001% | |
7/11/2025 | Diversified Trust Co | 10,803 | $1.62M | 0.0% | -0.9% | 0.001% | |
7/11/2025 | Assenagon Asset Management S.A. | 17,721 | $2.65M | 0.0% | -1.7% | 0.002% | |
7/11/2025 | Perpetual Ltd | 2,284 | $342K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 70,132,441 | $10.49B | 1.4% | +519,669.1% | 9.612% | |
7/11/2025 | IFM Investors Pty Ltd | 137,835 | $20.62M | 0.2% | +7.6% | 0.019% | |
7/11/2025 | Grove Bank & Trust | 2,674 | $400K | 0.0% | -7.6% | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 342 | $48K | 0.0% | N/A | 0.000% | |
7/10/2025 | Triangle Securities Wealth Management | 45,325 | $6.78M | 1.7% | -2.4% | 0.006% | |
7/10/2025 | Western Pacific Wealth Management LP | 1,233 | $184K | 0.2% | +79.0% | 0.000% | |
7/10/2025 | Voisard Asset Management Group Inc. | 1,350 | $202K | 0.1% | N/A | 0.000% | |
7/10/2025 | Trust Point Inc. | 2,969 | $444K | 0.0% | -3.6% | 0.000% | |
7/10/2025 | Moody National Bank Trust Division | 4,169 | $624K | 0.1% | +3.0% | 0.001% | |
7/10/2025 | Security National Bank | 48,599 | $7.27M | 1.3% | -0.7% | 0.007% | |
7/10/2025 | YHB Investment Advisors Inc. | 5,421 | $811K | 0.1% | +128.7% | 0.001% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 4,016 | $601K | 0.0% | -2.4% | 0.001% | |
7/10/2025 | Bigelow Investment Advisors LLC | 3,594 | $538K | 0.2% | +3.9% | 0.000% | |
7/10/2025 | Fulton Bank N.A. | 11,375 | $1.70M | 0.1% | +2.1% | 0.002% | |
7/10/2025 | Community Trust & Investment Co. | 24,548 | $3.67M | 0.2% | +0.3% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 472,152 | $73.25M | 0.1% | +4.1% | 0.065% | |
7/10/2025 | Wedmont Private Capital | 7,849 | $1.25M | 0.1% | +3.0% | 0.001% | |
7/10/2025 | Swedbank AB | 226,353 | $33.86M | 0.0% | +78.6% | 0.031% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 89,054 | $13.32M | 0.1% | +6.6% | 0.012% | |
7/10/2025 | KMG Fiduciary Partners LLC | 4,276 | $640K | 0.0% | -3.3% | 0.001% | |
7/10/2025 | Ayrshire Capital Management LLC | 14,444 | $2.16M | 1.0% | +16.3% | 0.002% | |
7/10/2025 | Signal Advisors Wealth LLC | 2,657 | $397K | 0.0% | +3.7% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 5,226 | $782K | 0.0% | +8.8% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 1,757 | $275K | 0.0% | N/A | 0.000% | |
7/10/2025 | Chickasaw Capital Management LLC | 16,194 | $2.42M | 0.1% | +11.4% | 0.002% | |
7/10/2025 | Jackson Square Capital LLC | 8,249 | $1.23M | 0.3% | N/A | 0.001% | |
7/9/2025 | Sivia Capital Partners LLC | 2,076 | $310K | 0.1% | +9.3% | 0.000% | |
7/9/2025 | Gilman Hill Asset Management LLC | 5,718 | $855K | 0.1% | +4.5% | 0.001% | |
7/9/2025 | Bruce G. Allen Investments LLC | 639 | $96K | 0.1% | -12.1% | 0.000% | |
7/9/2025 | Pines Wealth Management LLC | 2,496 | $387K | 0.1% | +12.7% | 0.000% | |
7/9/2025 | Chesley Taft & Associates LLC | 84,832 | $12.69M | 0.6% | -0.6% | 0.012% | |
7/9/2025 | Procyon Advisors LLC | 3,470 | $519K | 0.0% | -72.0% | 0.000% | |
7/9/2025 | Westshore Wealth LLC | 2,734 | $409K | 0.2% | -4.0% | 0.000% | |
7/9/2025 | Pallas Capital Advisors LLC | 6,630 | $992K | 0.0% | +93.9% | 0.001% | |
7/9/2025 | Mirador Capital Partners LP | 106,747 | $15.97M | 2.6% | +4.8% | 0.015% | |
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7/9/2025 | Gateway Investment Advisers LLC | 12,370 | $1.85M | 0.0% | +12.5% | 0.002% | |
7/9/2025 | Seneca House Advisors | 48,949 | $7.32M | 3.1% | +1.7% | 0.007% | |
7/9/2025 | Aaron Wealth Advisors LLC | 2,078 | $311K | 0.0% | -10.4% | 0.000% | |
7/9/2025 | Blodgett Wealth Advisors LLC | 1,420 | $212K | 0.2% | N/A | 0.000% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 1,058 | $158K | 0.0% | N/A | 0.000% | |
7/9/2025 | StrongBox Wealth LLC | 21,447 | $3.21M | 1.2% | +7.0% | 0.003% | |
7/9/2025 | Breakwater Capital Group | 1,613 | $241K | 0.0% | +5.0% | 0.000% | |
7/9/2025 | Krilogy Financial LLC | 22,325 | $3.34M | 0.2% | +21.1% | 0.003% | |
7/9/2025 | Fragasso Financial Advisors Inc | 4,955 | $741K | 0.0% | +27.3% | 0.001% | |
7/9/2025 | Fiduciary Alliance LLC | 1,563 | $234K | 0.0% | N/A | 0.000% | |