7/26/2024 | West Bancorporation Inc. | 4,180 | $496K | 0.4% | -9.5% | 0.001% | |
7/26/2024 | Evensky & Katz LLC | 1,261,732 | $149.87M | 10.4% | +5.0% | 0.268% | |
7/26/2024 | Independent Order of Foresters | 549,619 | $65.28M | 40.3% | +2.6% | 0.117% | |
7/26/2024 | Pioneer Trust Bank N A OR | 13,615 | $1.62M | 0.4% | -4.3% | 0.003% | |
7/26/2024 | Bank of New York Mellon Corp | 161,970 | $19.24M | 0.0% | +13.0% | 0.034% | |
7/26/2024 | Salomon & Ludwin LLC | 4,687 | $557K | 0.1% | -16.3% | 0.001% | |
|
7/25/2024 | Kanawha Capital Management LLC | 2,993 | $356K | 0.0% | +43.0% | 0.001% | |
7/25/2024 | RFP Financial Group LLC | 23,261 | $2.76M | 1.0% | +5.9% | 0.005% | |
7/24/2024 | Planned Solutions Inc. | 144,182 | $17.13M | 8.3% | -1.2% | 0.031% | |
7/24/2024 | MN Wealth Advisors LLC | 8,989 | $1.07M | 0.6% | +2.7% | 0.002% | |
7/23/2024 | PSI Advisors LLC | 474 | $56K | 0.0% | -32.2% | 0.000% | |
7/23/2024 | Vicus Capital | 7,976 | $947K | 0.1% | -1.7% | 0.002% | |
7/23/2024 | Diversified Portfolios Inc. | 25,129 | $2.99M | 0.4% | +3.7% | 0.005% | |
7/23/2024 | Crescent Grove Advisors LLC | 107,773 | $12.80M | 1.4% | -22.0% | 0.023% | |
7/22/2024 | Summit Global Investments | 17,166 | $2.04M | 0.1% | -1.7% | 0.004% | |
7/22/2024 | Sanibel Captiva Trust Company Inc. | 4,511 | $536K | 0.0% | +16.1% | 0.001% | |
7/20/2024 | First Horizon Advisors Inc. | 8,430 | $1.00M | 0.0% | +8.5% | 0.002% | |
7/20/2024 | Sara Bay Financial | 2,483 | $295K | 0.1% | N/A | 0.001% | |
7/20/2024 | Zhang Financial LLC | 687,572 | $81.67M | 5.7% | -0.3% | 0.146% | |
7/19/2024 | Oakworth Capital Inc. | 9,066 | $1.08M | 0.1% | +17.0% | 0.002% | |
7/17/2024 | Westside Investment Management Inc. | 13,420 | $1.59M | 0.4% | +7.2% | 0.003% | |
7/17/2024 | Montecito Bank & Trust | 31,608 | $3.75M | 0.8% | +2.5% | 0.007% | |
7/17/2024 | First PREMIER Bank | 736 | $87K | 0.0% | -10.5% | 0.000% | |
7/17/2024 | Cigna Investments Inc. New | 266,532 | $31.66M | 5.9% | -2.5% | 0.057% | |
7/17/2024 | AdvisorNet Financial Inc | 20,196 | $2.40M | 0.2% | -4.6% | 0.004% | |
7/16/2024 | Tsfg LLC | 45,385 | $5.39M | 1.3% | -0.9% | 0.010% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 601 | $71K | 0.0% | +157.9% | 0.000% | |
7/16/2024 | ORG Partners LLC | 69,061 | $8.22M | 1.0% | N/A | 0.015% | |
7/16/2024 | Ferguson Wellman Capital Management Inc. | 44,184 | $5.25M | 0.1% | -0.2% | 0.009% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 2,220 | $264K | 0.1% | N/A | 0.000% | |
7/15/2024 | Gibson Capital LLC | 5,757 | $684K | 0.2% | -8.1% | 0.001% | |
7/15/2024 | Fifth Third Securities Inc. | 66,194 | $7.86M | 0.7% | -8.9% | 0.014% | |
7/15/2024 | ETF Portfolio Partners Inc. | 108,631 | $12.90M | 4.0% | -4.9% | 0.023% | |
7/12/2024 | Gleason Group Inc. | 150,394 | $17.86M | 3.6% | +1.6% | 0.032% | |
7/12/2024 | True Link Financial Advisors LLC | 859,016 | $102.03M | 9.5% | +1.0% | 0.182% | |
7/12/2024 | Capital Planning LLC | 50,473 | $6.00M | 1.8% | +5.8% | 0.011% | |
7/10/2024 | Fiduciary Alliance LLC | 20,840 | $2.49M | 0.4% | +5.4% | 0.004% | |
7/10/2024 | Praetorian Wealth Management Inc. | 1,920 | $228K | 0.1% | N/A | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 3,710 | $441K | 0.0% | +46.9% | 0.001% | |
7/9/2024 | Trust Co. of Vermont | 303 | $36K | 0.0% | +89.4% | 0.000% | |
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7/8/2024 | Sugarloaf Wealth Management LLC | 9,922 | $1.18M | 0.2% | -11.6% | 0.002% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 335 | $40K | 0.0% | N/A | 0.000% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 950 | $113K | 0.0% | -38.2% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 7,466 | $887K | 0.1% | +40.5% | 0.002% | |
7/1/2024 | Cullen Investment Group LTD. | 4,841 | $575K | 0.1% | +11.0% | 0.001% | |
6/11/2024 | American Trust | 2,908 | $335K | 0.0% | +8.3% | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 2,497 | $275K | 0.0% | -83.6% | 0.001% | |
5/21/2024 | LRI Investments LLC | 1,250 | $144K | 0.0% | N/A | 0.000% | |
5/17/2024 | Comerica Bank | 126,499 | $14.59M | 0.1% | -1.8% | 0.027% | |
5/16/2024 | Captrust Financial Advisors | 289,915 | $33.43M | 0.1% | -3.3% | 0.062% | |
5/15/2024 | SVB Wealth LLC | 463,463 | $53.44M | 1.2% | +20.5% | 0.098% | |
5/15/2024 | Fairview Capital Investment Management LLC | 51,240 | $5.91M | 0.3% | -15.5% | 0.011% | |
5/15/2024 | LRI Investments LLC | 1,250 | $143K | 0.0% | N/A | 0.000% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 5,654 | $652K | 0.1% | -1.7% | 0.001% | |
5/14/2024 | InterOcean Capital Group LLC | 14,481 | $1.67M | 0.0% | -2.6% | 0.003% | |
5/13/2024 | Bessemer Group Inc. | 28,149 | $3.25M | 0.0% | -3.2% | 0.006% | |
5/11/2024 | Lcnb Corp | 33,500 | $3.86M | 1.4% | -4.0% | 0.007% | |
5/11/2024 | Davis R M Inc. | 5,300 | $611K | 0.0% | -2.8% | 0.001% | |
5/11/2024 | NYL Investors LLC | 33,994 | $3.92M | 0.1% | -8.1% | 0.007% | |
5/10/2024 | Allstate Corp | 244,894 | $28.24M | 2.0% | +57.9% | 0.052% | |
5/10/2024 | TIAA Trust National Association | 21,608 | $2.49M | 0.0% | +1.2% | 0.005% | |
5/10/2024 | 1ST Source Bank | 2,034 | $235K | 0.0% | N/A | 0.000% | |
5/9/2024 | RFP Financial Group LLC | 21,971 | $2.53M | 1.0% | +6.1% | 0.005% | |
5/8/2024 | Cozad Asset Management Inc. | 1,835 | $212K | 0.0% | N/A | 0.000% | |
5/8/2024 | Heritage Wealth Advisors | 535,203 | $61.71M | 2.2% | -0.1% | 0.114% | |
5/7/2024 | Regency Capital Management Inc. DE | 10,996 | $1.27M | 0.8% | -16.7% | 0.002% | |
5/4/2024 | Vista Capital Partners Inc. | 4,520 | $521K | 0.1% | -2.6% | 0.001% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 5,201 | $600K | 0.0% | -16.5% | 0.001% | |
5/2/2024 | Salomon & Ludwin LLC | 5,598 | $645K | 0.1% | -10.1% | 0.001% | |
5/2/2024 | Haverford Trust Co | 2,660 | $307K | 0.0% | -9.5% | 0.001% | |
5/2/2024 | Vantage Financial Partners LLC | 418,723 | $48.28M | 13.0% | +1.1% | 0.089% | |
5/2/2024 | Hollencrest Capital Management | 65,266 | $7.53M | 0.3% | -3.0% | 0.014% | |
5/1/2024 | Janney Montgomery Scott LLC | 106,091 | $12.23M | 0.0% | -2.4% | 0.023% | |
5/1/2024 | Avior Wealth Management LLC | 27,179 | $3.13M | 0.1% | +317.0% | 0.006% | |
4/30/2024 | West Bancorporation Inc. | 4,619 | $533K | 0.4% | +2.9% | 0.001% | |
4/30/2024 | MN Wealth Advisors LLC | 8,755 | $1.01M | 0.6% | -26.6% | 0.002% | |
4/30/2024 | JMG Financial Group Ltd. | 2,376 | $274K | 0.0% | -13.5% | 0.001% | |
4/30/2024 | Arkadios Wealth Advisors | 1,843 | $212K | 0.0% | N/A | 0.000% | |
4/29/2024 | Greenleaf Trust | 118,308 | $13.64M | 0.1% | +0.1% | 0.025% | |
4/29/2024 | Crescent Grove Advisors LLC | 138,252 | $15.94M | 1.7% | +0.7% | 0.029% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 20,745 | $2.39M | 0.5% | +0.9% | 0.004% | |
4/26/2024 | Planned Solutions Inc. | 145,968 | $16.83M | 8.3% | -1.3% | 0.031% | |
4/26/2024 | YHB Investment Advisors Inc. | 360 | $42K | 0.0% | N/A | 0.000% | |
4/26/2024 | Pioneer Trust Bank N A OR | 14,220 | $1.64M | 0.5% | -11.1% | 0.003% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 957,947 | $110.45M | 22.0% | -1.2% | 0.204% | |
4/25/2024 | Valeo Financial Advisors LLC | 16,911 | $1.88M | 0.1% | -13.8% | 0.004% | |
4/25/2024 | Summit Financial LLC | 60,596 | $6.99M | 0.4% | +0.2% | 0.013% | |
4/24/2024 | Private Trust Co. NA | 30,319 | $3.50M | 0.4% | +0.5% | 0.006% | |
4/24/2024 | Zhang Financial LLC | 689,437 | $79.49M | 5.9% | -0.7% | 0.147% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 5,122 | $591K | 0.1% | -25.7% | 0.001% | |
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4/24/2024 | Essex Financial Services Inc. | 75,498 | $8.71M | 0.8% | +49.5% | 0.016% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 5,468 | $600K | 0.3% | +5.1% | 0.001% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 46,521 | $5.36M | 0.5% | +4.6% | 0.010% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 11,226 | $1.29M | 0.2% | -2.0% | 0.002% | |
4/23/2024 | Cigna Investments Inc. New | 273,332 | $31.52M | 5.9% | -6.0% | 0.058% | |
4/23/2024 | Strategic Blueprint LLC | 6,610 | $762K | 0.1% | +11.1% | 0.001% | |
4/22/2024 | Confluence Wealth Services Inc. | 2,335 | $269K | 0.0% | N/A | 0.000% | |
4/22/2024 | Oakworth Capital Inc. | 7,748 | $893K | 0.1% | +103.8% | 0.002% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 32,541 | $3.75M | 0.2% | +2.0% | 0.007% | |
4/19/2024 | Westside Investment Management Inc. | 12,517 | $1.44M | 0.3% | +1.0% | 0.003% | |