7/11/2025 | Annex Advisory Services LLC | 4,375 | $371K | 0.0% | -3.0% | 0.001% | |
7/11/2025 | Sprinkle Financial Consultants LLC | 2,775 | $235K | 0.1% | +10.5% | 0.001% | |
7/11/2025 | Orrstown Financial Services Inc. | 3,370 | $286K | 0.1% | +25.3% | 0.001% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 14,929 | $1.27M | 0.8% | -20.3% | 0.005% | |
7/11/2025 | Farther Finance Advisors LLC | 36,673 | $3.11M | 0.1% | +23.1% | 0.012% | |
7/11/2025 | Busey Bank | 103,014 | $8.74M | 0.3% | -0.6% | 0.032% | |
7/11/2025 | Silver Oak Securities Incorporated | 1,518 | $129K | 0.0% | N/A | 0.000% | |
7/11/2025 | CX Institutional | 11,888 | $1.01M | 0.0% | +76.6% | 0.004% | |
7/11/2025 | Windsor Capital Management LLC | 7,986 | $677K | 0.2% | -8.9% | 0.003% | |
7/11/2025 | UMB Bank n.a. | 38,951 | $3.30M | 0.1% | -9.7% | 0.012% | |
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7/11/2025 | AFG Fiduciary Services Limited Partnership | 16,313 | $1.39M | 0.4% | +3.3% | 0.005% | |
7/11/2025 | Adirondack Trust Co. | 7,412 | $629K | 0.2% | -5.3% | 0.002% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 19,424 | $1.65M | 0.5% | +6.3% | 0.006% | |
7/11/2025 | Rockwood Wealth Management LLC | 2,449 | $208K | 0.0% | -14.3% | 0.001% | |
7/11/2025 | Thomasville National Bank | 74,162 | $6.29M | 0.4% | -6.5% | 0.023% | |
7/11/2025 | SeaCrest Wealth Management LLC | 9,695 | $822K | 0.1% | -8.5% | 0.003% | |
7/11/2025 | Diversified Trust Co | 8,427 | $715K | 0.0% | -2.6% | 0.003% | |
7/11/2025 | Kapstone Financial Advisors LLC | 5,632 | $478K | 0.2% | -29.2% | 0.002% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 22,387 | $1.90M | 0.2% | +2.2% | 0.007% | |
7/11/2025 | Matthew Goff Investment Advisor LLC | 9,268 | $786K | 0.1% | +46.5% | 0.003% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 223,048,647 | $19.44B | 2.6% | +547,621.6% | 70.004% | |
7/11/2025 | Grove Bank & Trust | 7,272 | $617K | 0.1% | -74.3% | 0.002% | |
7/10/2025 | Anderson Hoagland & Co. | 49,649 | $4.21M | 0.4% | +22.6% | 0.016% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 9,988 | $933K | 0.3% | N/A | 0.003% | |
7/10/2025 | CWC Advisors LLC. | 41,227 | $3.50M | 1.8% | +1.7% | 0.013% | |
7/10/2025 | Stolper Co | 9,531 | $808K | 0.3% | +3.3% | 0.003% | |
7/10/2025 | Charter Oak Capital Management LLC | 2,778 | $236K | 0.0% | -11.8% | 0.001% | |
7/10/2025 | Selective Wealth Management Inc. | 5,440 | $479K | 0.2% | -2.3% | 0.002% | |
7/10/2025 | Burns J W & Co. Inc. NY | 23,883 | $2.03M | 0.2% | -6.3% | 0.007% | |
7/10/2025 | YHB Investment Advisors Inc. | 11,910 | $1.01M | 0.1% | +45.0% | 0.004% | |
7/10/2025 | Rockland Trust Co. | 34,912 | $2.96M | 0.1% | -3.0% | 0.011% | |
7/10/2025 | Peoples Bank KS | 15,156 | $1.29M | 0.9% | -36.6% | 0.005% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 2,960 | $251K | 0.0% | -6.3% | 0.001% | |
7/10/2025 | Contravisory Investment Management Inc. | 21,603 | $1.83M | 0.4% | +16.4% | 0.007% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 217,909 | $18.48M | 0.3% | -1.5% | 0.068% | |
7/10/2025 | Fulton Bank N.A. | 7,533 | $639K | 0.0% | -1.6% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 226,210 | $19.69M | 0.0% | -1.8% | 0.071% | |
7/10/2025 | Sharkey Howes & Javer | 2,559 | $217K | 0.0% | -10.0% | 0.001% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 15,544 | $1.32M | 0.5% | -48.0% | 0.005% | |
7/10/2025 | Wedmont Private Capital | 9,278 | $817K | 0.0% | -5.4% | 0.003% | |
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7/10/2025 | American Financial Advisors LLC | 2,809 | $238K | 0.0% | -6.1% | 0.001% | |
7/10/2025 | Secure Asset Management LLC | 5,045 | $428K | 0.1% | +16.4% | 0.002% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 30,317 | $2.57M | 0.8% | -2.0% | 0.010% | |
7/10/2025 | Signal Advisors Wealth LLC | 117,269 | $9.95M | 0.8% | +223.8% | 0.037% | |
7/10/2025 | Focus Financial Network Inc. | 64,487 | $5.47M | 0.2% | -10.0% | 0.020% | |
7/10/2025 | Sovran Advisors LLC | 8,120 | $719K | 0.1% | -22.5% | 0.003% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 44,256 | $3.75M | 0.1% | -17.7% | 0.014% | |
7/9/2025 | Bruce G. Allen Investments LLC | 4,053 | $344K | 0.3% | -8.5% | 0.001% | |
7/9/2025 | Pines Wealth Management LLC | 22,341 | $1.94M | 0.7% | +4.4% | 0.007% | |
7/9/2025 | Procyon Advisors LLC | 13,223 | $1.12M | 0.1% | +8.5% | 0.004% | |
7/9/2025 | Biltmore Wealth Management LLC | 96,634 | $8.20M | 3.3% | +0.4% | 0.030% | |
7/9/2025 | Pallas Capital Advisors LLC | 12,590 | $1.07M | 0.0% | -47.0% | 0.004% | |
7/9/2025 | Affinity Capital Advisors LLC | 4,289 | $364K | 0.1% | -53.8% | 0.001% | |
7/9/2025 | Camelot Technology Advisors Inc. | 44,057 | $3.74M | 3.2% | +5.5% | 0.014% | |
7/9/2025 | FOCUS Wealth Advisors LLC | 45,532 | $3.86M | 2.0% | +1.1% | 0.014% | |
7/9/2025 | Fermata Advisors LLC | 5,726 | $486K | 0.1% | -40.7% | 0.002% | |
7/9/2025 | Hardin Capital Partners LLC | 25,591 | $2.19M | 1.3% | +0.5% | 0.008% | |
7/9/2025 | Berkshire Bank | 3,142 | $266K | 0.1% | +6.0% | 0.001% | |
7/9/2025 | LifePlan Financial LLC | 26,271 | $2.23M | 1.8% | -2.3% | 0.008% | |
7/9/2025 | Krilogy Financial LLC | 73,301 | $6.22M | 0.4% | +6.0% | 0.023% | |
7/9/2025 | Harbor Capital Advisors Inc. | 18,497 | $1.57M | 0.1% | -71.7% | 0.006% | |
7/9/2025 | Fiduciary Alliance LLC | 12,962 | $1.10M | 0.1% | +76.4% | 0.004% | |
7/9/2025 | Bank of New Hampshire | 25,173 | $2.14M | 0.5% | +24.9% | 0.008% | |
7/9/2025 | Triumph Capital Management | 8,267 | $701K | 0.2% | -4.7% | 0.003% | |
7/9/2025 | Central Bank & Trust Co. | 4,583 | $389K | 0.1% | -6.7% | 0.001% | |
7/9/2025 | Byrne Asset Management LLC | 856 | $73K | 0.0% | +19.2% | 0.000% | |
7/9/2025 | Clarus Wealth Advisors | 19,129 | $1.69M | 0.8% | +20.8% | 0.006% | |
7/9/2025 | Bulwark Capital Corp | 2,114 | $179K | 0.2% | N/A | 0.001% | |
7/9/2025 | Westmount Partners LLC | 2,850 | $242K | 0.1% | -12.0% | 0.001% | |
7/9/2025 | Beacon Financial Group | 30,486 | $2.59M | 0.3% | -0.5% | 0.010% | |
7/9/2025 | Reyes Financial Architecture Inc. | 387 | $33K | 0.0% | -99.3% | 0.000% | |
7/9/2025 | ACT Wealth Management LLC | 84,257 | $7.15M | 3.0% | +7.1% | 0.026% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 566 | $48K | 0.0% | N/A | 0.000% | |
7/9/2025 | WealthCare Investment Partners LLC | 56,017 | $4.88M | 1.8% | -1.7% | 0.018% | |
7/8/2025 | Lpwm LLC | 8,521 | $723K | 0.2% | +32.5% | 0.003% | |
7/8/2025 | First National Corp MA ADV | 3,926 | $333K | 0.1% | -21.3% | 0.001% | |
7/8/2025 | Rise Advisors LLC | 40,949 | $3.47M | 1.4% | +4.7% | 0.013% | |
7/8/2025 | Advance Capital Management Inc. | 4,450 | $377K | 0.0% | -15.5% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 1,439 | $122K | 0.0% | -34.8% | 0.000% | |
7/8/2025 | Ballew Advisors Inc | 7,455 | $649K | 0.4% | -22.1% | 0.002% | |
7/8/2025 | RMR Wealth Builders | 8,106 | $687K | 0.1% | -3.5% | 0.003% | |
7/8/2025 | Apella Capital LLC | 3,216 | $277K | 0.0% | +20.0% | 0.001% | |
7/8/2025 | Boltwood Capital Management | 22,229 | $1.89M | 0.5% | -4.0% | 0.007% | |
7/8/2025 | Legacy Private Trust Co. | 4,794 | $407K | 0.0% | N/A | 0.002% | |
7/8/2025 | Moulton Wealth Management Inc. | 7,882 | $686K | 0.5% | N/A | 0.002% | |
7/8/2025 | Gallacher Capital Management LLC | 4,730 | $401K | 0.2% | N/A | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 77,328 | $6.56M | 0.1% | -14.6% | 0.024% | |
7/8/2025 | Lowe Wealth Advisors LLC | 7,995 | $678K | 0.3% | -66.4% | 0.003% | |
7/7/2025 | Trust Co. of Oklahoma | 28,006 | $2.38M | 0.8% | +2.5% | 0.009% | |
7/7/2025 | Investors Research Corp | 62,660 | $5.31M | 1.0% | -2.8% | 0.020% | |
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7/7/2025 | Teamwork Financial Advisors LLC | 4,187 | $356K | 0.0% | -4.1% | 0.001% | |
7/7/2025 | Capital Asset Advisory Services LLC | 3,379 | $289K | 0.0% | -5.7% | 0.001% | |
7/7/2025 | HMS Capital Management LLC | 42,788 | $3.63M | 1.6% | -4.7% | 0.014% | |
7/7/2025 | Global Wealth Strategies & Associates | 1,491 | $126K | 0.0% | -21.2% | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 5,858 | $497K | 0.3% | +55.3% | 0.002% | |
7/7/2025 | Roxbury Financial LLC | 5,346 | $453K | 0.4% | -28.3% | 0.002% | |
7/7/2025 | Nova Wealth Management Inc. | 1,029 | $87K | 0.1% | -69.9% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,771 | $405K | 0.1% | -10.8% | 0.002% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 12,900 | $1.09M | 0.8% | -1.5% | 0.004% | |
7/3/2025 | Whitcomb & Hess Inc. | 97,862 | $8.30M | 2.3% | +2.0% | 0.031% | |