3/15/2024 | Regis Acquisition Inc. | 216,021 | $51.25M | 19.6% | -6.2% | 0.015% | |
3/15/2024 | Skyline Advisors Inc. | 101,387 | $24.05M | 11.5% | N/A | 0.007% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 1,656 | $0.39M | 0.3% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 42,700 | $10.13M | 0.3% | -16.0% | 0.003% | |
3/14/2024 | Walden Wealth Partners LLC | 4,175 | $0.99M | 0.6% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 9,779 | $2.33M | 0.2% | N/A | 0.001% | |
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3/14/2024 | Yeomans Consulting Group Inc. | 8,812 | $2.09M | 1.0% | N/A | 0.001% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 5,836 | $1.38M | 1.5% | N/A | 0.000% | |
3/14/2024 | Golden Road Advisors LLC | 1,702 | $0.40M | 0.4% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 7,151 | $1.70M | 0.3% | +53.2% | 0.001% | |
3/13/2024 | Sivia Capital Partners LLC | 8,620 | $2.05M | 1.1% | N/A | 0.001% | |
3/12/2024 | Executive Wealth Group LLC | 61,766 | $14.65M | 9.3% | -2.1% | 0.004% | |
3/12/2024 | Spartan Planning & Wealth Management | 4,067 | $0.97M | 1.0% | +63.4% | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 38,913,885 | $9.23B | 0.2% | +10.4% | 2.760% | |
3/11/2024 | Red Mountain Financial LLC | 1,769 | $0.42M | 0.6% | N/A | 0.000% | |
3/8/2024 | SWP Financial LLC | 21,334 | $5.06M | 3.9% | N/A | 0.002% | |
3/8/2024 | Trust Co. of Vermont | 10,702 | $2.54M | 0.2% | +0.8% | 0.001% | |
3/8/2024 | ICA Group Wealth Management LLC | 14,594 | $3.46M | 0.8% | -1.9% | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 53,625 | $13.08M | 0.5% | +11.8% | 0.004% | |
3/6/2024 | Alamar Capital Management LLC | 850 | $0.20M | 0.2% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 19,372 | $4.60M | 0.0% | +45.7% | 0.001% | |
3/5/2024 | Gerber LLC | 16,170 | $3.84M | 3.5% | N/A | 0.001% | |
3/5/2024 | True Vision MN LLC | 19,528 | $4.63M | 3.7% | N/A | 0.001% | |
3/5/2024 | JRM Investment Counsel LLC | 910 | $0.22M | 0.0% | N/A | 0.000% | |
3/5/2024 | Twin Focus Capital Partners LLC | 207,980 | $49.34M | 4.8% | +18.3% | 0.015% | |
3/4/2024 | Tucker Asset Management LLC | 3,954 | $0.94M | 0.2% | +29.6% | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 778 | $0.19M | 0.0% | +100.0% | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 792 | $0.19M | 0.2% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 298 | $71K | 0.2% | N/A | 0.000% | |
3/1/2024 | Shorepath Capital Management LLC | 2,777 | $0.66M | 0.6% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 492 | $0.12M | 0.0% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 3,415 | $0.81M | 0.5% | N/A | 0.000% | |
3/1/2024 | ARK & TLK Investments LLC | 17,532 | $4.16M | 1.3% | N/A | 0.001% | |
3/1/2024 | Pineridge Advisors LLC | 183 | $43K | 0.0% | N/A | 0.000% | |
2/29/2024 | Scarborough Advisors LLC | 173,259 | $41.10M | 8.5% | +19.0% | 0.012% | |
2/29/2024 | Tortoise Investment Management LLC | 37,764 | $8.96M | 1.2% | +9.1% | 0.003% | |
2/29/2024 | Acima Private Wealth LLC | 21,115 | $5.01M | 2.0% | +1.8% | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 135,941 | $32.25M | 0.4% | +18.8% | 0.010% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 20,852 | $4.95M | 0.5% | +0.6% | 0.001% | |
2/27/2024 | ARQ Wealth Advisors LLC | 29,119 | $6.91M | 4.1% | -4.6% | 0.002% | |
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2/26/2024 | Centaurus Financial Inc. | 3,881 | $0.92M | 0.1% | +9.2% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 42,193 | $10.01M | 0.6% | -6.1% | 0.003% | |
2/23/2024 | Regal Wealth Group Inc. | 30,483 | $7.10M | 4.4% | +0.8% | 0.002% | |
2/23/2024 | TKG Advisors LLC | 5,622 | $1.33M | 0.8% | -14.0% | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 56,057 | $13.51M | 0.6% | +12.2% | 0.004% | |
2/23/2024 | Beacon Financial Group | 34,306 | $8.14M | 1.0% | +36.3% | 0.002% | |
2/22/2024 | Napa Wealth Management | 3,289 | $0.78M | 0.4% | N/A | 0.000% | |
2/21/2024 | Wealth Forward LLC | 1,852 | $0.44M | 0.4% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 5,453 | $1.29M | 0.2% | +2.7% | 0.000% | |
2/21/2024 | Austin Wealth Management LLC | 6,400 | $1.59M | 0.4% | -16.1% | 0.000% | |
2/21/2024 | American Trust | 14,913 | $3.54M | 0.3% | -5.9% | 0.001% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 10,908 | $2.58M | 1.7% | N/A | 0.001% | |
2/20/2024 | Able Wealth Management LLC | 1,167 | $0.28M | 0.3% | N/A | 0.000% | |
2/20/2024 | Clarity Capital Partners LLC | 1,028 | $0.24M | 0.2% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 8,016 | $1.90M | 2.4% | N/A | 0.001% | |
2/20/2024 | Pacific Center for Financial Services | 131,870 | $31.28M | 9.9% | +0.8% | 0.009% | |
2/20/2024 | Voisard Asset Management Group Inc. | 517 | $0.12M | 0.1% | N/A | 0.000% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 1,615 | $0.38M | 0.0% | -5.8% | 0.000% | |
2/16/2024 | Wesbanco Bank Inc. | 16,586 | $3.93M | 0.2% | -0.8% | 0.001% | |
2/16/2024 | Hobbs Group Advisors LLC | 8,286 | $1.97M | 0.9% | N/A | 0.001% | |
2/16/2024 | SageView Advisory Group LLC | 53,625 | $13.08M | 0.4% | +11.8% | 0.004% | |
2/16/2024 | Secured Retirement Advisors LLC | 8,521 | $2.02M | 1.9% | N/A | 0.001% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 10,774 | $2.56M | 0.1% | N/A | 0.001% | |
2/16/2024 | CMG Global Holdings LLC | 12,138 | $3.03M | 2.2% | -1.6% | 0.001% | |
2/16/2024 | Oarsman Capital Inc. | 36,419 | $8.64M | 2.3% | +1,802.8% | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 73,862 | $17.52M | 0.7% | +10.0% | 0.005% | |
2/16/2024 | Clarity Asset Management Inc. | 1,670 | $0.40M | 0.3% | N/A | 0.000% | |
2/16/2024 | Wealthquest Corp | 5,484 | $1.30M | 0.1% | +11.9% | 0.000% | |
2/16/2024 | Aspect Partners LLC | 35,473 | $8.42M | 5.4% | N/A | 0.003% | |
2/16/2024 | Studio Investment Management LLC | 15,597 | $3.70M | 0.9% | +67.5% | 0.001% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 8,548 | $2.03M | 1.3% | +1.3% | 0.001% | |
2/16/2024 | O Dell Group LLC | 414 | $98K | 0.0% | N/A | 0.000% | |
2/15/2024 | Ashford Capital Management Inc. | 92,286 | $21.89M | 2.9% | +3.2% | 0.007% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 290,772 | $68.98M | 0.2% | +8.7% | 0.021% | |
2/15/2024 | Westshore Wealth LLC | 4,616 | $1.10M | 0.5% | -4.0% | 0.000% | |
2/15/2024 | Employees Retirement System of Texas | 420,800 | $99.82M | 1.2% | N/A | 0.030% | |
2/15/2024 | Twenty Acre Capital LP | 178,587 | $42.37M | 19.1% | N/A | 0.013% | |
2/15/2024 | LifePro Asset Management | 1,899 | $0.45M | 0.3% | +22.1% | 0.000% | |
2/15/2024 | Riverbridge Partners LLC | 1,943 | $0.46M | 0.0% | +2.3% | 0.000% | |
2/15/2024 | Venture Visionary Partners LLC | 88,377 | $20.97M | 1.1% | -1.5% | 0.006% | |
2/15/2024 | Main Management LLC | 541 | $0.13M | 0.0% | +18.1% | 0.000% | |
2/15/2024 | Townsquare Capital LLC | 24,673 | $5.85M | 0.1% | -29.0% | 0.002% | |
2/15/2024 | Coastal Bridge Advisors LLC | 5,169 | $1.23M | 0.3% | -4.8% | 0.000% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 1,183 | $0.28M | 0.0% | -52.7% | 0.000% | |
2/15/2024 | Swmg LLC | 20,433 | $4.85M | 2.3% | -0.5% | 0.001% | |
2/15/2024 | Virtue Capital Management LLC | 3,146 | $0.73M | 0.1% | +13.5% | 0.000% | |
2/15/2024 | Blue Edge Capital LLC | 12,471 | $2.96M | 0.6% | +4.4% | 0.001% | |
2/15/2024 | Ruggaard & Associates LLC | 1,738 | $0.41M | 0.2% | -3.7% | 0.000% | |
2/15/2024 | Hassell Wealth Management LLC | 212,664 | $51.89M | 34.8% | -1.5% | 0.015% | |
2/15/2024 | Baker Avenue Asset Management LP | 145,383 | $34.49M | 1.4% | +14.5% | 0.010% | |
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2/15/2024 | Moneta Group Investment Advisors LLC | 283,307 | $67.21M | 1.3% | -4.8% | 0.020% | |
2/15/2024 | Coyle Financial Counsel LLC | 16,709 | $3.96M | 1.5% | +2.0% | 0.001% | |
2/15/2024 | Barclays PLC | 57,773 | $13.70M | 0.0% | +17.1% | 0.004% | |
2/15/2024 | SkyView Investment Advisors LLC | 862 | $0.21M | 0.0% | -62.4% | 0.000% | |
2/15/2024 | Atlas Capital Advisors LLC | 35,697 | $8.47M | 1.2% | -1.3% | 0.003% | |
2/15/2024 | Vanguard Group Inc. | 25,945,130 | $6.15B | 0.1% | -26.4% | 1.840% | |
2/15/2024 | Vernal Point Advisors LLC | 34,217 | $8.12M | 8.4% | N/A | 0.002% | |
2/15/2024 | Wimmer Associates 1 LLC | 21,565 | $5.12M | 2.9% | -0.6% | 0.002% | |
2/15/2024 | Weitzel Financial Services Inc. | 19,691 | $4.65M | 2.5% | +20.0% | 0.001% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 36,257 | $8.60M | 0.3% | -1.4% | 0.003% | |