7/27/2024 | Rockwood Wealth Management LLC | 11,107 | $395K | 0.0% | +2.6% | 0.001% | |
7/27/2024 | Trajan Wealth LLC | 502,405 | $17.88M | 1.1% | +7.7% | 0.023% | |
7/26/2024 | Galibier Capital Management Ltd. | 639,285 | $22.74M | 5.7% | -0.1% | 0.029% | |
7/26/2024 | BLB&B Advisors LLC | 23,654 | $841K | 0.0% | -3.9% | 0.001% | |
7/26/2024 | K.J. Harrison & Partners Inc | 216,891 | $7.71M | 1.3% | +87.1% | 0.010% | |
7/26/2024 | TI Trust Inc. | 19,876 | $707K | 0.5% | +3.9% | 0.001% | |
|
7/26/2024 | Checchi Capital Advisers LLC | 11,286 | $402K | 0.0% | -9.8% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 17,193 | $612K | 0.0% | +3.3% | 0.001% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 37,441 | $1.33M | 0.2% | +8.7% | 0.002% | |
7/26/2024 | Atomi Financial Group Inc. | 17,518 | $623K | 0.0% | +82.7% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 329,407 | $11.72M | 0.0% | +1.3% | 0.015% | |
7/26/2024 | Dearborn Partners LLC | 9,930 | $353K | 0.0% | -25.8% | 0.000% | |
7/26/2024 | Latitude Advisors LLC | 6,108 | $217K | 0.1% | -24.8% | 0.000% | |
7/26/2024 | Gold Investment Management Ltd. | 71,747 | $2.55M | 1.1% | -2.0% | 0.003% | |
7/26/2024 | Davis Rea LTD. | 10,804 | $384K | 0.2% | -49.8% | 0.000% | |
7/26/2024 | Hyman Charles D | 99,841 | $3.55M | 0.2% | -1.8% | 0.005% | |
7/26/2024 | SlateStone Wealth LLC | 15,820 | $563K | 0.1% | +7.3% | 0.001% | |
7/26/2024 | Verdence Capital Advisors LLC | 43,298 | $1.54M | 0.1% | +1.2% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 4,595,454 | $163.55M | 0.0% | +0.3% | 0.211% | |
7/26/2024 | Patten Group Inc. | 22,297 | $793K | 0.2% | +9.9% | 0.001% | |
7/25/2024 | Catalyst Capital Advisors LLC | 369,739 | $13.16M | 0.3% | +9.3% | 0.017% | |
7/25/2024 | First Heartland Consultants Inc. | 34,580 | $1.23M | 0.1% | -3.0% | 0.002% | |
7/25/2024 | apricus wealth LLC | 19,900 | $708K | 0.5% | +17.2% | 0.001% | |
7/25/2024 | Raymond James Trust N.A. | 62,413 | $2.22M | 0.1% | -4.9% | 0.003% | |
7/25/2024 | Independence Bank of Kentucky | 4,546 | $162K | 0.0% | +15.6% | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 23,547 | $838K | 0.1% | -5.2% | 0.001% | |
7/25/2024 | Pettinga Financial Advisors LLC | 7,288 | $259K | 0.1% | +8.2% | 0.000% | |
7/25/2024 | Spirit of America Management Corp NY | 207,627 | $7.39M | 1.5% | -5.5% | 0.010% | |
7/25/2024 | Harbor Advisory Corp MA | 41,849 | $1.49M | 0.5% | -57.0% | 0.002% | |
7/25/2024 | Fullcircle Wealth LLC | 42,558 | $1.56M | 0.7% | N/A | 0.002% | |
7/25/2024 | Mn Services Vermogensbeheer B.V. | 360,200 | $12.81M | 0.1% | +0.7% | 0.017% | |
7/25/2024 | Atlantic Union Bankshares Corp | 18,645 | $664K | 0.0% | N/A | 0.001% | |
7/24/2024 | LRI Investments LLC | 9,441 | $336K | 0.0% | +200.6% | 0.000% | |
7/24/2024 | EdgeRock Capital LLC | 1,149 | $41K | 0.0% | N/A | 0.000% | |
7/24/2024 | Baskin Financial Services Inc. | 11,726 | $417K | 0.0% | +8.6% | 0.001% | |
7/24/2024 | Keynote Financial Services LLC | 9,740 | $347K | 0.3% | -20.2% | 0.000% | |
7/24/2024 | Tower Bridge Advisors | 68,191 | $2.43M | 0.2% | -5.2% | 0.003% | |
7/24/2024 | Quotient Wealth Partners LLC | 17,409 | $620K | 0.0% | +166.6% | 0.001% | |
7/24/2024 | Van Lanschot Kempen Investment Management N.V. | 14,940 | $532K | 0.0% | -20.8% | 0.001% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 33,118 | $1.18M | 0.2% | -3.8% | 0.002% | |
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7/24/2024 | &PARTNERS | 66,394 | $2.36M | 0.1% | +290.9% | 0.003% | |
7/23/2024 | Tevis Investment Management | 64,309 | $2.29M | 1.8% | +1.1% | 0.003% | |
7/23/2024 | Hennessy Advisors Inc. | 603,765 | $21.49M | 0.8% | +1.7% | 0.028% | |
7/23/2024 | St. James Investment Company LLC | 824,189 | $29.33M | 5.1% | -5.4% | 0.038% | |
7/23/2024 | 1620 Investment Advisors Inc. | 3,212 | $114K | 0.1% | N/A | 0.000% | |
7/23/2024 | Griffin Asset Management Inc. | 111,560 | $3.97M | 0.5% | +3.2% | 0.005% | |
7/23/2024 | Harbour Trust & Investment Management Co | 165,875 | $5.90M | 0.7% | -1.5% | 0.008% | |
7/23/2024 | Keystone Financial Services | 7,775 | $277K | 0.1% | N/A | 0.000% | |
7/23/2024 | TSP Capital Management Group LLC | 45,116 | $1.61M | 0.5% | -0.9% | 0.002% | |
7/23/2024 | Vicus Capital | 9,728 | $346K | 0.0% | +13.6% | 0.000% | |
7/23/2024 | Dupree Financial Group LLC | 504,317 | $17.95M | 8.2% | +1.0% | 0.023% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 5,826 | $207K | 0.0% | N/A | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 117,736 | $4.19M | 0.0% | -19.8% | 0.006% | |
7/22/2024 | Fifth Third Bancorp | 66,165 | $2.36M | 0.0% | -23.7% | 0.003% | |
7/22/2024 | Capital Investment Counsel Inc | 6,955 | $247K | 0.0% | +6.0% | 0.000% | |
7/22/2024 | CarsonAllaria Wealth Management Ltd. | 10,586 | $377K | 0.2% | -6.1% | 0.000% | |
7/22/2024 | Focus Financial Network Inc. | 16,675 | $604K | 0.0% | +6.7% | 0.001% | |
7/22/2024 | Hobbs Group Advisors LLC | 1,648 | $59K | 0.0% | N/A | 0.000% | |
7/22/2024 | Sanibel Captiva Trust Company Inc. | 687,022 | $24.45M | 0.8% | -6.2% | 0.032% | |
7/22/2024 | Aull & Monroe Investment Management Corp | 19,327 | $688K | 0.3% | -8.7% | 0.001% | |
7/22/2024 | Cidel Asset Management Inc. | 171,904 | $6.11M | 0.5% | -59.0% | 0.008% | |
7/22/2024 | Herbst Group LLC | 15,500 | $552K | 0.3% | -3.1% | 0.001% | |
7/22/2024 | Dakota Wealth Management | 18,433 | $656K | 0.0% | -3.8% | 0.001% | |
7/20/2024 | First Horizon Advisors Inc. | 5,262 | $187K | 0.0% | +21.9% | 0.000% | |
7/20/2024 | Continuum Advisory LLC | 13,302 | $473K | 0.1% | +3.6% | 0.001% | |
7/20/2024 | Parsons Capital Management Inc. RI | 22,338 | $795K | 0.1% | -36.5% | 0.001% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 570,768 | $20.31M | 0.0% | +0.1% | 0.027% | |
7/20/2024 | Apollon Wealth Management LLC | 50,210 | $1.79M | 0.1% | +1.4% | 0.002% | |
7/20/2024 | Meridian Investment Counsel Inc. | 6,261 | $223K | 0.1% | +6.4% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 7,966 | $284K | 0.0% | -16.1% | 0.000% | |
7/19/2024 | MONECO Advisors LLC | 12,209 | $435K | 0.1% | N/A | 0.001% | |
7/19/2024 | Stokes Capital Advisors LLC | 103,076 | $3.67M | 1.0% | +7.8% | 0.005% | |
7/19/2024 | Demars Financial Group LLC | 21,173 | $754K | 0.4% | -4.7% | 0.001% | |
7/19/2024 | Raymond James & Associates | 3,593,191 | $127.88M | 0.1% | -0.6% | 0.168% | |
7/19/2024 | Boomfish Wealth Group LLC | 37,658 | $1.34M | 0.9% | +5.0% | 0.002% | |
7/19/2024 | Oakworth Capital Inc. | 2,604 | $93K | 0.0% | -14.8% | 0.000% | |
7/19/2024 | TCW Group Inc. | 158,753 | $5.65M | 0.1% | +41.6% | 0.007% | |
7/19/2024 | Sumitomo Life Insurance Co. | 20,432 | $727K | 0.0% | N/A | 0.001% | |
7/19/2024 | CFM Wealth Partners LLC | 27,365 | $974K | 0.2% | +65.5% | 0.001% | |
7/19/2024 | World Equity Group Inc. | 60,891 | $2.17M | 0.6% | +2.6% | 0.003% | |
7/18/2024 | Foster Victor Wealth Advisors LLC | 251,168 | $9.05M | 0.7% | +52.2% | 0.012% | |
7/18/2024 | Brookstone Capital Management | 47,724 | $1.73M | 0.0% | +3.1% | 0.002% | |
7/18/2024 | Blue Trust Inc. | 9,819 | $355K | 0.0% | +12.9% | 0.000% | |
7/18/2024 | Baker Tilly Wealth Management LLC | 22,986 | $818K | 0.3% | -58.3% | 0.001% | |
7/18/2024 | Old Port Advisors | 46,531 | $1.66M | 0.5% | -0.6% | 0.002% | |
7/18/2024 | TruNorth Capital Management LLC | 787 | $28K | 0.0% | N/A | 0.000% | |
7/18/2024 | Portside Wealth Group LLC | 28,755 | $1.02M | 0.2% | -4.6% | 0.001% | |
7/18/2024 | Marino Stram & Associates LLC | 21,319 | $759K | 0.2% | -3.5% | 0.001% | |
7/18/2024 | S.E.E.D. Planning Group LLC | 284,190 | $10.11M | 3.7% | +15.0% | 0.013% | |
7/18/2024 | Naples Global Advisors LLC | 21,128 | $752K | 0.1% | -8.1% | 0.001% | |
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7/18/2024 | Valley National Advisers Inc. | 3,321 | $118K | 0.0% | -8.3% | 0.000% | |
7/17/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 22,153 | $798K | 0.0% | -11.9% | 0.001% | |
7/17/2024 | KRS Capital Management LLC | 7,745 | $276K | 0.2% | -3.7% | 0.000% | |
7/17/2024 | Montecito Bank & Trust | 27,819 | $990K | 0.2% | -2.5% | 0.001% | |
7/17/2024 | Abundance Wealth Counselors | 25,271 | $899K | 0.4% | +11.5% | 0.001% | |
7/17/2024 | Osher Van de Voorde Investment Management | 447,750 | $15.94M | 3.7% | N/A | 0.021% | |
7/17/2024 | Keudell Morrison Wealth Management | 19,965 | $711K | 0.2% | +10.8% | 0.001% | |
7/17/2024 | AdvisorNet Financial Inc | 7,351 | $262K | 0.0% | +7.0% | 0.000% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 159,974 | $5.69M | 0.0% | -3.4% | 0.007% | |
7/16/2024 | Key Client Fiduciary Advisors LLC | 7,174 | $255K | 0.1% | +25.7% | 0.000% | |