7/18/2025 | Brookmont Capital Management | 57,133 | $3.94M | 2.3% | -0.9% | 0.001% | |
7/18/2025 | Naples Global Advisors LLC | 16,741 | $1.16M | 0.1% | +42.3% | 0.000% | |
7/18/2025 | Pure Financial Advisors LLC | 3,501 | $242K | 0.0% | N/A | 0.000% | |
7/18/2025 | RKL Wealth Management LLC | 83,955 | $5.80M | 0.5% | +0.7% | 0.002% | |
7/18/2025 | BSW Wealth Partners | 9,099 | $628K | 0.1% | -9.5% | 0.000% | |
7/18/2025 | Precision Wealth Strategies LLC | 13,231 | $913K | 0.3% | N/A | 0.000% | |
7/18/2025 | First Pacific Financial | 10,831 | $748K | 0.1% | -8.6% | 0.000% | |
7/18/2025 | Loudon Investment Management LLC | 37,671 | $2.60M | 1.4% | N/A | 0.001% | |
7/18/2025 | Pacific Point Advisors LLC | 17,602 | $1.22M | 0.7% | +7.3% | 0.000% | |
7/18/2025 | Impact Capital Partners LLC | 3,439 | $237K | 0.1% | +16.8% | 0.000% | |
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7/18/2025 | Forza Wealth Management LLC | 11,966 | $826K | 0.3% | -3.2% | 0.000% | |
7/18/2025 | PFG Investments LLC | 22,961 | $1.59M | 0.1% | +26.8% | 0.001% | |
7/18/2025 | Truist Financial Corp | 661,648 | $45.67M | 0.1% | +1.0% | 0.015% | |
7/18/2025 | Lockerman Financial Group Inc. | 6,056 | $418K | 0.6% | N/A | 0.000% | |
7/18/2025 | Union Bancaire Privee UBP SA | 31,028 | $2.14M | 0.0% | -10.3% | 0.001% | |
7/17/2025 | Park Place Capital Corp | 1,947 | $136K | 0.0% | +15.7% | 0.000% | |
7/17/2025 | JLB & Associates Inc. | 218,198 | $15.06M | 2.1% | -0.5% | 0.005% | |
7/17/2025 | Greenleaf Trust | 34,675 | $2.39M | 0.0% | -2.1% | 0.001% | |
7/17/2025 | HCR Wealth Advisors | 17,913 | $1.24M | 0.1% | +23.7% | 0.000% | |
7/17/2025 | Oak Family Advisors LLC | 141,380 | $9.76M | 3.1% | +61.8% | 0.003% | |
7/17/2025 | Bennett Selby Investments LP | 51,231 | $3.54M | 1.3% | +14.2% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 30,915 | $2.13M | 0.0% | -10.3% | 0.001% | |
7/17/2025 | Janney Capital Management LLC | 143,089 | $9.88M | 0.6% | N/A | 0.003% | |
7/17/2025 | Janney Montgomery Scott LLC | 156,117 | $10.78M | 0.0% | +1.1% | 0.003% | |
7/17/2025 | Venture Visionary Partners LLC | 80,609 | $5.56M | 0.2% | +31.1% | 0.002% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 197,466 | $13.63M | 0.8% | +143.6% | 0.004% | |
7/17/2025 | Elser Financial Planning Inc | 12,692 | $876K | 0.1% | +241.7% | 0.000% | |
7/17/2025 | Oakworth Capital Inc. | 436 | $30K | 0.0% | -43.7% | 0.000% | |
7/17/2025 | Montis Financial LLC | 6,568 | $453K | 0.1% | -35.7% | 0.000% | |
7/17/2025 | GC Wealth Management RIA LLC | 13,932 | $962K | 0.1% | +47.5% | 0.000% | |
7/17/2025 | Cairn Investment Group Inc. | 10,328 | $713K | 0.4% | +4.5% | 0.000% | |
7/17/2025 | Alpine Bank Wealth Management | 3,996 | $276K | 0.0% | -21.9% | 0.000% | |
7/17/2025 | Generate Investment Management Ltd | 160,539 | $11.08M | 0.6% | +301.7% | 0.004% | |
7/17/2025 | V Square Quantitative Management LLC | 7,627 | $526K | 0.1% | -21.0% | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 2,692 | $186K | 0.0% | +194.5% | 0.000% | |
7/17/2025 | Capital Insight Partners LLC | 50,605 | $3.49M | 0.6% | -8.5% | 0.001% | |
7/17/2025 | Investment Research & Advisory Group Inc. | 1,115 | $77K | 0.0% | -18.3% | 0.000% | |
7/17/2025 | Global Trust Asset Management LLC | 22,323 | $1.54M | 0.8% | -11.8% | 0.000% | |
7/17/2025 | Clean Yield Group | 31,531 | $2.18M | 0.7% | -4.7% | 0.001% | |
7/17/2025 | Independence Bank of Kentucky | 5,295 | $365K | 0.1% | -62.9% | 0.000% | |
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7/17/2025 | Peoples Financial Services CORP. | 7,466 | $515K | 0.3% | -11.9% | 0.000% | |
7/17/2025 | Beacon Capital Management LLC | 1,279 | $88K | 0.0% | -41.1% | 0.000% | |
7/17/2025 | Tritonpoint Wealth LLC | 12,956 | $894K | 0.1% | -20.9% | 0.000% | |
7/17/2025 | Financial Partners Group LLC | 26,308 | $1.82M | 0.7% | +43.7% | 0.001% | |
7/17/2025 | Avior Wealth Management LLC | 19,152 | $1.32M | 0.0% | +7.9% | 0.000% | |
7/17/2025 | Sage Rhino Capital LLC | 11,632 | $803K | 0.2% | -1.6% | 0.000% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 3,535 | $244K | 0.0% | +20.4% | 0.000% | |
7/17/2025 | LVW Advisors LLC | 13,876 | $958K | 0.1% | -9.3% | 0.000% | |
7/16/2025 | Diversified Enterprises LLC | 8,707 | $601K | 0.0% | +7.9% | 0.000% | |
7/16/2025 | Diamant Asset Management Inc. | 23,840 | $1.65M | 1.3% | -2.7% | 0.001% | |
7/16/2025 | Signaturefd LLC | 75,981 | $5.24M | 0.1% | +6.9% | 0.002% | |
7/16/2025 | Meridian Investment Counsel Inc. | 52,387 | $3.62M | 1.0% | +13.3% | 0.001% | |
7/16/2025 | Ipswich Investment Management Co. Inc. | 75,012 | $5.18M | 1.2% | +4.4% | 0.002% | |
7/16/2025 | Old Port Advisors | 3,466 | $239K | 0.1% | +12.6% | 0.000% | |
7/16/2025 | Eagle Global Advisors LLC | 105,308 | $7.27M | 0.3% | -1.0% | 0.002% | |
7/16/2025 | Kathmere Capital Management LLC | 8,999 | $621K | 0.0% | -40.1% | 0.000% | |
7/16/2025 | True North Advisors LLC | 5,732 | $396K | 0.1% | +63.8% | 0.000% | |
7/16/2025 | Embree Financial Group | 8,231 | $568K | 0.1% | -35.9% | 0.000% | |
7/16/2025 | Five Oceans Advisors | 15,762 | $1.09M | 0.5% | -21.3% | 0.000% | |
7/16/2025 | Cox Capital Mgt LLC | 25,073 | $1.73M | 1.2% | -1.5% | 0.001% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 24,778 | $1.71M | 1.3% | +40.9% | 0.001% | |
7/16/2025 | Traveka Wealth LLC | 7,601 | $525K | 0.3% | -15.1% | 0.000% | |
7/16/2025 | Banque Pictet & Cie SA | 51,795 | $3.58M | 0.0% | +41.4% | 0.001% | |
7/16/2025 | AAFMAA Wealth Management & Trust LLC | 14,929 | $1.03M | 0.4% | -30.4% | 0.000% | |
7/16/2025 | Fortune Financial Advisors LLC | 29,212 | $2.02M | 1.6% | +2.4% | 0.001% | |
7/16/2025 | Dakota Wealth Management | 17,301 | $1.19M | 0.0% | -16.0% | 0.000% | |
7/16/2025 | Perigon Wealth Management LLC | 11,614 | $802K | 0.0% | -19.1% | 0.000% | |
7/15/2025 | North Star Investment Management Corp. | 2,942 | $203K | 0.0% | -85.8% | 0.000% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 193,163 | $13.33M | 0.6% | -27.7% | 0.004% | |
7/15/2025 | Harrell Investment Partners LLC | 13,392 | $924K | 0.2% | N/A | 0.000% | |
7/15/2025 | Mather Group LLC. | 5,360 | $370K | 0.0% | -9.7% | 0.000% | |
7/15/2025 | Peddock Capital Advisors LLC | 12,695 | $876K | 0.2% | +11.2% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 35,629 | $2.46M | 0.0% | +23.6% | 0.001% | |
7/15/2025 | Norden Group LLC | 96,332 | $6.65M | 0.7% | +216.3% | 0.002% | |
7/15/2025 | Maseco LLP | 570 | $39K | 0.0% | N/A | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 43,261 | $2.99M | 0.0% | -6.1% | 0.001% | |
7/15/2025 | Forte Capital LLC ADV | 4,982 | $344K | 0.0% | -42.7% | 0.000% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 51,085 | $3.53M | 0.0% | -19.2% | 0.001% | |
7/15/2025 | Unified Investment Management | 10,025 | $692K | 0.7% | N/A | 0.000% | |
7/15/2025 | Pictet North America Advisors SA | 73,549 | $5.08M | 0.5% | +1.9% | 0.002% | |
7/15/2025 | Bank of Stockton | 6,120 | $422K | 0.1% | -22.8% | 0.000% | |
7/15/2025 | GSB Wealth Management LLC | 23,009 | $1.59M | 0.4% | -8.7% | 0.001% | |
7/15/2025 | Bfsg LLC | 117,450 | $8.11M | 0.9% | +1.7% | 0.003% | |
7/15/2025 | Cardinal Capital Management | 49,576 | $3.42M | 0.5% | +2.4% | 0.001% | |
7/14/2025 | Wealth Advisory Solutions LLC | 42,877 | $2.96M | 0.7% | +0.8% | 0.001% | |
7/14/2025 | Opal Wealth Advisors LLC | 3,116 | $215K | 0.1% | -15.3% | 0.000% | |
7/14/2025 | Golden State Equity Partners | 15,112 | $1.04M | 0.2% | +383.0% | 0.000% | |
7/14/2025 | AdvisorNet Financial Inc | 1,903 | $131K | 0.0% | -49.1% | 0.000% | |
7/14/2025 | Arlington Partners LLC | 66,078 | $4.56M | 1.7% | +33.9% | 0.001% | |
7/14/2025 | Seed Wealth Management Inc. | 15,950 | $1.10M | 0.8% | +13.7% | 0.000% | |
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7/14/2025 | Foster Group Inc. | 3,554 | $245K | 0.0% | +14.3% | 0.000% | |
7/14/2025 | KFG Wealth Management LLC | 7,767 | $536K | 0.1% | +19.1% | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 9,123 | $630K | 0.0% | -3.6% | 0.000% | |
7/14/2025 | S.A. Mason LLC | 9,228 | $637K | 0.3% | -4.2% | 0.000% | |
7/14/2025 | Ridgewood Investments LLC | 6,627 | $457K | 0.2% | +205.4% | 0.000% | |
7/14/2025 | Clear Harbor Asset Management LLC | 9,696 | $669K | 0.1% | -15.0% | 0.000% | |
7/14/2025 | Iams Wealth Management LLC | 36,661 | $2.53M | 1.2% | -0.8% | 0.001% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 47,988 | $3.31M | 0.1% | +447.0% | 0.001% | |
7/14/2025 | Southland Equity Partners LLC | 6,575 | $454K | 0.1% | +4.7% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 85,970 | $5.93M | 0.1% | N/A | 0.002% | |