4/17/2024 | Red Door Wealth Management LLC | 4,807 | $322K | 0.1% | +13.2% | 0.000% | |
4/17/2024 | Founders Financial Securities LLC | 10,936 | $733K | 0.1% | N/A | 0.000% | |
4/17/2024 | Symphony Financial Ltd. Co. | 3,075 | $206K | 0.0% | N/A | 0.000% | |
4/16/2024 | Trust Co. of Virginia VA | 3,099 | $208K | 0.0% | -11.4% | 0.000% | |
4/16/2024 | Independence Bank of Kentucky | 4,628 | $310K | 0.1% | -23.9% | 0.000% | |
4/16/2024 | Financial Management Professionals Inc. | 3,805 | $255K | 0.0% | -13.1% | 0.000% | |
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4/16/2024 | R.H. Dinel Investment Counsel Inc. | 8,540 | $573K | 0.4% | -10.2% | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 3,604 | $242K | 0.0% | +10.4% | 0.000% | |
4/16/2024 | Asio Capital LLC | 45,800 | $3.07M | 0.7% | -16.9% | 0.001% | |
4/16/2024 | Tevis Investment Management | 5,290 | $355K | 0.3% | -8.9% | 0.000% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 3,000 | $201K | 0.1% | N/A | 0.000% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,740 | $117K | 0.0% | -23.7% | 0.000% | |
4/16/2024 | Sendero Wealth Management LLC | 21,305 | $1.43M | 0.2% | -24.4% | 0.001% | |
4/16/2024 | Brookmont Capital Management | 69,460 | $4.66M | 2.4% | +1.1% | 0.002% | |
4/16/2024 | Courier Capital LLC | 6,928 | $464K | 0.0% | -47.3% | 0.000% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 3,915 | $262K | 0.0% | N/A | 0.000% | |
4/16/2024 | Hennessy Advisors Inc. | 82,600 | $5.54M | 0.2% | -3.3% | 0.003% | |
4/16/2024 | Transform Wealth LLC | 6,409 | $430K | 0.0% | -8.2% | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 7,465 | $507K | 0.5% | -9.7% | 0.000% | |
4/16/2024 | Cardinal Capital Management | 57,862 | $3.88M | 0.6% | +4.6% | 0.002% | |
4/15/2024 | Janiczek Wealth Management LLC | 2,127 | $143K | 0.0% | -14.0% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 7,759 | $520K | 0.0% | +10.8% | 0.000% | |
4/15/2024 | Brookstone Capital Management | 13,038 | $874K | 0.0% | +22.1% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 14,394 | $965K | 0.1% | +2.4% | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 4,743 | $318K | 0.0% | -13.8% | 0.000% | |
4/15/2024 | Chemistry Wealth Management LLC | 7,548 | $506K | 0.1% | +7.3% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 3,917 | $263K | 0.0% | -69.1% | 0.000% | |
4/15/2024 | Mcdonald Partners LLC | 2,987 | $200K | 0.1% | N/A | 0.000% | |
4/13/2024 | Community Bank of Raymore | 19,150 | $1.28M | 0.6% | -18.2% | 0.001% | |
4/13/2024 | Wallace Advisory Group LLC | 7,465 | $491K | 0.3% | -3.6% | 0.000% | |
4/12/2024 | Gilman Hill Asset Management LLC | 44,481 | $2.98M | 0.5% | +1.3% | 0.001% | |
4/12/2024 | Riverview Trust Co | 2,629 | $176K | 0.1% | N/A | 0.000% | |
4/12/2024 | Strategic Planning Group LLC | 9,232 | $619K | 0.1% | +18.8% | 0.000% | |
4/12/2024 | Doliver Advisors LP | 3,397 | $228K | 0.1% | -8.1% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 34,096 | $2.29M | 0.0% | N/A | 0.001% | |
4/12/2024 | Traynor Capital Management Inc. | 15,307 | $1.03M | 0.1% | -5.7% | 0.000% | |
4/12/2024 | CHICAGO TRUST Co NA | 39,255 | $2.63M | 0.5% | +0.5% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 19,081 | $1.28M | 0.1% | +7.2% | 0.001% | |
4/11/2024 | Bridge Creek Capital Management LLC | 55,243 | $3.70M | 1.2% | +0.5% | 0.002% | |
4/11/2024 | Radnor Capital Management LLC | 13,342 | $894K | 0.2% | -4.4% | 0.000% | |
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4/11/2024 | Salem Investment Counselors Inc. | 2,514 | $169K | 0.0% | -13.7% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 5,063 | $344K | 0.0% | +5.0% | 0.000% | |
4/11/2024 | Douglas Lane & Associates LLC | 849,480 | $56.95M | 0.8% | -7.2% | 0.026% | |
4/11/2024 | &PARTNERS | 11,039 | $740K | 0.1% | +60.4% | 0.000% | |
4/11/2024 | Ballew Advisors Inc | 4,121 | $299K | 0.2% | -4.5% | 0.000% | |
4/11/2024 | Eldred Rock Partners LLC | 22,859 | $1.53M | 0.8% | +4.3% | 0.001% | |
4/11/2024 | Allied Investment Advisors LLC | 171,430 | $11.49M | 2.8% | +2.2% | 0.005% | |
4/11/2024 | BTC Capital Management Inc. | 20,886 | $1.40M | 0.1% | N/A | 0.001% | |
4/10/2024 | Marcum Wealth LLC | 4,223 | $283K | 0.0% | +3.7% | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 3,073 | $206K | 0.0% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 48,937 | $3.28M | 0.0% | -2.7% | 0.002% | |
4/10/2024 | American National Bank | 1,207 | $81K | 0.0% | +1,028.0% | 0.000% | |
4/10/2024 | Lantz Financial LLC | 4,785 | $321K | 0.1% | +10.5% | 0.000% | |
4/10/2024 | Wedmont Private Capital | 8,509 | $611K | 0.0% | +8.8% | 0.000% | |
4/10/2024 | Fulton Bank N.A. | 6,131 | $411K | 0.0% | -37.1% | 0.000% | |
4/10/2024 | Thomasville National Bank | 308,575 | $20.69M | 1.7% | +4.7% | 0.010% | |
4/9/2024 | Montecito Bank & Trust | 3,582 | $240K | 0.0% | +6.1% | 0.000% | |
4/9/2024 | Richard P Slaughter Associates Inc | 53,786 | $3.61M | 0.9% | -2.5% | 0.002% | |
4/9/2024 | Welch Group LLC | 2,986 | $200K | 0.0% | N/A | 0.000% | |
4/9/2024 | Alaska Permanent Fund Corp | 1,787 | $120K | 0.0% | N/A | 0.000% | |
4/9/2024 | Woodstock Corp | 135,584 | $9.09M | 0.9% | +2.0% | 0.004% | |
4/9/2024 | Foster Group Inc. | 3,303 | $221K | 0.0% | N/A | 0.000% | |
4/9/2024 | Rise Advisors LLC | 1,103 | $74K | 0.0% | +167.1% | 0.000% | |
4/9/2024 | Mather Group LLC. | 12,107 | $797K | 0.0% | -6.3% | 0.000% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 19,589 | $1.31M | 0.1% | -2.0% | 0.001% | |
4/5/2024 | First Hawaiian Bank | 36,445 | $2.44M | 0.1% | -6.2% | 0.001% | |
4/5/2024 | GAMMA Investing LLC | 3,961 | $266K | 0.1% | +21.8% | 0.000% | |
4/5/2024 | CWM LLC | 46,753 | $3.13M | 0.0% | -18.8% | 0.001% | |
4/4/2024 | Moody National Bank Trust Division | 5,913 | $396K | 0.0% | -9.5% | 0.000% | |
4/4/2024 | Cullen Investment Group LTD. | 24,202 | $1.69M | 0.3% | -2.5% | 0.001% | |
4/2/2024 | ST Germain D J Co. Inc. | 4,408 | $296K | 0.0% | -5.8% | 0.000% | |
4/2/2024 | M&R Capital Management Inc. | 1,214 | $81K | 0.0% | -12.6% | 0.000% | |
4/1/2024 | Park National Corp OH | 29,008 | $1.95M | 0.1% | +6.1% | 0.001% | |
4/1/2024 | Confluence Investment Management LLC | 14,803 | $992K | 0.0% | N/A | 0.000% | |
3/26/2024 | Fairman Group LLC | 689 | $45K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 691,839 | $45.52M | 0.0% | -9.1% | 0.021% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 26,535 | $1.75M | 0.0% | -14.1% | 0.001% | |
3/14/2024 | SCP Investment LP | 22,800 | $1.48M | 1.3% | +21.3% | 0.001% | |
3/14/2024 | Hennessy Advisors Inc. | 85,400 | $5.62M | 0.3% | N/A | 0.003% | |
3/14/2024 | Leo Wealth LLC | 7,921 | $514K | 0.1% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 12,494 | $822K | 0.2% | +237.4% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 7,605 | $500K | 0.3% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 9,178 | $604K | 0.0% | -7.3% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,156 | $76K | 0.0% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 22,823,227 | $1.50B | 0.7% | +1.9% | 0.700% | |
3/5/2024 | Wellington Management Group LLP | 8,459,851 | $556.66M | 0.1% | -3.2% | 0.259% | |
3/4/2024 | Tucker Asset Management LLC | 5,011 | $330K | 0.1% | +15.8% | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 984 | $65K | 0.0% | +100.0% | 0.000% | |
3/1/2024 | Royal London Asset Management Ltd. | 45,076 | $2.97M | 0.0% | +1.1% | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 11,946 | $786K | 0.0% | -15.3% | 0.000% | |
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2/28/2024 | Abel Hall LLC | 4,344 | $286K | 0.2% | N/A | 0.000% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 448 | $29K | 0.0% | +611.1% | 0.000% | |
2/27/2024 | Counterweight Ventures LLC | 3,176 | $209K | 0.2% | N/A | 0.000% | |
2/26/2024 | Syon Capital LLC | 11,345 | $746K | 0.1% | +7.6% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 6,602 | $434K | 0.0% | +13.2% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 66,019 | $4.34M | 0.2% | -0.8% | 0.002% | |
2/22/2024 | Auxier Asset Management | 17,566 | $1.16M | 0.2% | -4.4% | 0.001% | |
2/22/2024 | Dodge & Cox | 58,813 | $3.87M | 0.0% | -2.0% | 0.002% | |
2/20/2024 | Birmingham Capital Management Co. Inc. AL | 11,415 | $751K | 0.3% | -1.6% | 0.000% | |
2/20/2024 | Hiddenite Capital Partners LP | 68,500 | $4.51M | 2.7% | -59.3% | 0.002% | |