12/8/2023 | Etfidea LLC | 2,213 | $0.37M | 0.2% | +4.2% | 0.000% | |
12/8/2023 | CCM Investment Advisers LLC | 67,380 | $11.36M | 1.6% | -0.9% | 0.004% | |
12/8/2023 | Raleigh Capital Management Inc. | 14,156 | $2.39M | 1.2% | +39.8% | 0.001% | |
12/7/2023 | Financial Insights Inc. | 2,873 | $0.48M | 0.2% | N/A | 0.000% | |
12/6/2023 | VisionPoint Advisory Group LLC | 489 | $82K | 0.0% | +46.0% | 0.000% | |
12/6/2023 | Raleigh Capital Management Inc. | 13,927 | $2.35M | 1.2% | +37.6% | 0.001% | |
|
12/6/2023 | Fragasso Group Inc. | 1,243 | $0.21M | 0.0% | N/A | 0.000% | |
12/5/2023 | Advisory Resource Group | 21,263 | $3.59M | 1.0% | +391.4% | 0.001% | |
12/5/2023 | Austin Wealth Management LLC | 1,789 | $0.30M | 0.1% | N/A | 0.000% | |
12/4/2023 | WT Wealth Management | 8,673 | $1.46M | 0.6% | -13.3% | 0.000% | |
12/4/2023 | Tucker Asset Management LLC | 2,000 | $0.34M | 0.1% | +13.1% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 121,825 | $20.54M | 0.6% | -64.6% | 0.006% | |
12/1/2023 | Fortis Group Advisors LLC | 5,421 | $0.89M | 0.3% | +28.5% | 0.000% | |
12/1/2023 | Wellington Management Group LLP | 3,630,433 | $612.16M | 0.1% | +13.2% | 0.192% | |
11/30/2023 | American Century Companies Inc. | 1,888,605 | $318.46M | 0.2% | -3.9% | 0.100% | |
11/30/2023 | Fidelity D & D Bancorp Inc. | 5,204 | $0.88M | 0.9% | N/A | 0.000% | |
11/30/2023 | Modera Wealth Management LLC | 30,321 | $5.11M | 0.1% | -2.9% | 0.002% | |
11/29/2023 | Quantum Financial Advisors LLC | 4,208 | $0.71M | 0.2% | +66.2% | 0.000% | |
11/28/2023 | ASB Consultores LLC | 2,095 | $0.35M | 0.1% | -24.7% | 0.000% | |
11/28/2023 | IMA Wealth Inc. | 17,454 | $2.94M | 0.8% | -1.4% | 0.001% | |
11/28/2023 | Bar Harbor Wealth Management | 105,476 | $17.79M | 1.4% | -1.1% | 0.006% | |
11/27/2023 | Obsidian Personal Planning Solutions LLC | 1,212 | $0.20M | 0.2% | N/A | 0.000% | |
11/27/2023 | Trust Co. of Vermont | 84,664 | $14.28M | 1.0% | +9.3% | 0.004% | |
11/27/2023 | Banque Pictet & Cie SA | 211,756 | $35.71M | 0.4% | -15.9% | 0.011% | |
11/24/2023 | Deutsche Bank AG | 6,577,875 | $1.11B | 0.7% | -1.9% | 0.348% | |
11/24/2023 | EP Wealth Advisors LLC | 100,694 | $16.98M | 0.3% | +401.6% | 0.005% | |
11/22/2023 | Public Sector Pension Investment Board | 418,216 | $70.52M | 0.5% | +14.1% | 0.022% | |
11/22/2023 | Chelsea Counsel Co. | 43,859 | $7.40M | 3.8% | -0.2% | 0.002% | |
11/22/2023 | Connors Investor Services Inc. | 86,408 | $14.54M | 1.8% | +17.4% | 0.005% | |
11/22/2023 | Graham Capital Management L.P. | 183,459 | $30.94M | 0.7% | +52.6% | 0.010% | |
11/22/2023 | Verity Asset Management Inc. | 4,162 | $0.70M | 0.5% | +4.3% | 0.000% | |
11/21/2023 | Invst LLC | 1,552 | $0.26M | 0.0% | +8.1% | 0.000% | |
11/21/2023 | Auxier Asset Management | 26,869 | $4.53M | 0.8% | +2.2% | 0.001% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 1,740 | $0.29M | 0.3% | N/A | 0.000% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 18,543 | $3.13M | 0.7% | N/A | 0.001% | |
11/21/2023 | Comerica Bank | 854,879 | $144.15M | 0.8% | -34.5% | 0.045% | |
11/21/2023 | Braun Stacey Associates Inc. | 140,048 | $23.62M | 1.1% | -0.9% | 0.007% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 1,987 | $0.34M | 0.2% | +13.9% | 0.000% | |
11/21/2023 | Carlson Capital Management | 3,307 | $0.56M | 0.0% | -2.4% | 0.000% | |
11/20/2023 | Silver Oak Securities Incorporated | 4,586 | $0.77M | 0.1% | -34.2% | 0.000% | |
|
11/20/2023 | Kampmann Melissa S. | 16,592 | $2.80M | 2.7% | N/A | 0.001% | |
11/20/2023 | Savoie Capital LLC | 1,700 | $0.29M | 0.1% | N/A | 0.000% | |
11/17/2023 | Diversified Trust Co | 47,740 | $8.05M | 0.3% | -7.1% | 0.003% | |
11/17/2023 | OLD National Bancorp IN | 103,345 | $17.43M | 0.5% | -0.7% | 0.005% | |
11/17/2023 | Garde Capital Inc. | 1,063 | $0.18M | 0.0% | -25.8% | 0.000% | |
11/17/2023 | Spartan Planning & Wealth Management | 491 | $83K | 0.1% | N/A | 0.000% | |
11/17/2023 | Seelaus Asset Management LLC | 5,405 | $0.91M | 1.0% | -42.1% | 0.000% | |
11/17/2023 | Athena Investment Management | 11,086 | $1.87M | 1.3% | -1.8% | 0.001% | |
11/17/2023 | SkyView Investment Advisors LLC | 412 | $69K | 0.0% | -91.8% | 0.000% | |
11/16/2023 | Berkshire Hathaway Inc | 110,248,289 | $18.59B | 5.9% | -10.5% | 5.840% | |
11/16/2023 | Resources Management Corp CT ADV | 58,176 | $9.81M | 1.6% | -0.4% | 0.003% | |
11/16/2023 | CM Wealth Advisors LLC | 3,885 | $0.66M | 0.4% | +22.6% | 0.000% | |
11/16/2023 | Integrated Advisors Network LLC | 39,693 | $6.69M | 0.4% | +0.8% | 0.002% | |
11/16/2023 | Creative Planning | 534,652 | $90.15M | 0.1% | +6.4% | 0.028% | |
11/16/2023 | Revisor Wealth Management LLC | 4,960 | $0.84M | 0.7% | N/A | 0.000% | |
11/16/2023 | Chesapeake Wealth Management | 17,825 | $3.01M | 1.3% | -3.0% | 0.001% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 669 | $0.11M | 0.0% | +212.6% | 0.000% | |
11/16/2023 | Strait & Sound Wealth Management LLC | 3,955 | $0.67M | 0.6% | N/A | 0.000% | |
11/16/2023 | RB Capital Management LLC | 23,348 | $3.94M | 1.2% | +12.7% | 0.001% | |
11/16/2023 | Orion Capital Management LLC | 595 | $100K | 0.1% | N/A | 0.000% | |
11/16/2023 | Atticus Wealth Management LLC | 4,193 | $0.71M | 0.3% | +3.7% | 0.000% | |
11/16/2023 | Monograph Wealth Advisors LLC | 9,429 | $1.59M | 0.3% | +43.3% | 0.000% | |
11/16/2023 | Exchange Bank | 24,749 | $4.17M | 4.0% | -10.3% | 0.001% | |
11/16/2023 | Blueprint Investment Partners LLC | 3,284 | $0.55M | 0.2% | +104.2% | 0.000% | |
11/16/2023 | VitalStone Financial LLC | 1,432 | $0.24M | 0.2% | +5.8% | 0.000% | |
11/16/2023 | Cravens & Co Advisors LLC | 9,597 | $1.62M | 1.5% | +3.5% | 0.001% | |
11/16/2023 | BRYN MAWR TRUST Co | 93,561 | $15.78M | 0.7% | -0.8% | 0.005% | |
11/16/2023 | Owen LaRue LLC | 18,184 | $3.07M | 3.4% | -3.3% | 0.001% | |
11/16/2023 | McCarthy Asset Management Inc. | 1,394 | $0.24M | 0.2% | -6.1% | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 18,354 | $3.10M | 0.2% | +7.6% | 0.001% | |
11/16/2023 | Belpointe Asset Management LLC | 24,923 | $4.20M | 0.4% | +19.6% | 0.001% | |
11/16/2023 | First Foundation Advisors | 133,311 | $22.48M | 1.1% | -8.1% | 0.007% | |
11/16/2023 | Public Employees Retirement System of Ohio | 918,400 | $154.86M | 0.7% | -4.3% | 0.049% | |
11/16/2023 | Spouting Rock Asset Management LLC | 7,922 | $1.34M | 0.4% | +33.8% | 0.000% | |
11/16/2023 | Studio Investment Management LLC | 20,115 | $3.39M | 0.9% | +13.4% | 0.001% | |
11/16/2023 | American Trust | 3,095 | $0.52M | 0.0% | -28.6% | 0.000% | |
11/16/2023 | Pacific Center for Financial Services | 16,629 | $2.80M | 1.0% | +8.4% | 0.001% | |
11/16/2023 | FineMark National Bank & Trust | 42,006 | $7.08M | 0.3% | -0.8% | 0.002% | |
11/16/2023 | Advisors Capital Management LLC | 449,958 | $75.87M | 1.9% | +6.5% | 0.024% | |
11/16/2023 | Morgan Stanley | 34,166,899 | $5.76B | 0.6% | +7.0% | 1.810% | |
11/16/2023 | Essex Financial Services Inc. | 43,517 | $7.34M | 0.8% | -1.8% | 0.002% | |
11/16/2023 | Journey Advisory Group LLC | 54,707 | $9.23M | 1.4% | +8.4% | 0.003% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 80,152 | $13.52M | 1.5% | +2.5% | 0.004% | |
11/15/2023 | Integrated Wealth Concepts LLC | 106,355 | $17.93M | 0.3% | +1.9% | 0.006% | |
11/15/2023 | Holderness Investments Co. | 12,231 | $2.06M | 0.8% | +4.4% | 0.001% | |
11/15/2023 | Townsquare Capital LLC | 175,571 | $29.61M | 0.5% | -2.9% | 0.009% | |
11/15/2023 | Ramirez Asset Management Inc. | 464 | $78K | 0.0% | N/A | 0.000% | |
11/15/2023 | WealthPlan Investment Management LLC | 63,416 | $10.69M | 1.3% | +2,971.0% | 0.003% | |
11/15/2023 | Hamilton Capital LLC | 8,376 | $1.41M | 0.1% | -8.9% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 302,567 | $51.02M | 0.2% | +15.1% | 0.016% | |
|
11/15/2023 | Toroso Investments LLC | 152,007 | $25.63M | 0.8% | +3.1% | 0.008% | |
11/15/2023 | iA Global Asset Management Inc. | 96,620 | $16.29M | 0.3% | +8.2% | 0.005% | |
11/15/2023 | The Manufacturers Life Insurance Company | 1,580,870 | $266.57M | 0.2% | +12.7% | 0.084% | |
11/15/2023 | V Wealth Advisors LLC | 1,729 | $0.29M | 0.2% | -75.3% | 0.000% | |
11/15/2023 | Brick & Kyle Associates | 22,057 | $3.72M | 2.0% | +6.0% | 0.001% | |
11/15/2023 | Dana Investment Advisors Inc. | 34,861 | $5.88M | 0.3% | -4.1% | 0.002% | |
11/15/2023 | Crestwood Advisors Group LLC | 78,724 | $13.27M | 0.3% | +9.6% | 0.004% | |
11/15/2023 | Theory Financial LLC | 1,903 | $0.32M | 0.2% | N/A | 0.000% | |
11/15/2023 | Old North State Trust LLC | 2,764 | $0.47M | 0.4% | -6.0% | 0.000% | |
11/15/2023 | Baker Avenue Asset Management LP | 22,958 | $3.87M | 0.2% | -2.3% | 0.001% | |