4/27/2024 | Weatherly Asset Management L. P. | 17,804 | $3.66M | 0.4% | -3.0% | 0.006% | |
4/27/2024 | James Hambro & Partners | 91,268 | $18.77M | 0.9% | -6.1% | 0.032% | |
4/27/2024 | Nadler Financial Group Inc. | 7,976 | $1.64M | 0.2% | +1.8% | 0.003% | |
4/27/2024 | Finer Wealth Management Inc. | 4,724 | $972K | 0.6% | -10.4% | 0.002% | |
4/27/2024 | Signature Wealth Management Partners LLC | 1,934 | $398K | 0.3% | -3.7% | 0.001% | |
4/27/2024 | Caas Capital Management LP | 51,770 | $10.65M | 0.8% | +1,972.5% | 0.018% | |
|
4/26/2024 | Pinnacle Associates Ltd. | 11,401 | $2.35M | 0.0% | -0.7% | 0.004% | |
4/26/2024 | Aspen Investment Management Inc | 2,447 | $503K | 0.3% | +128.3% | 0.001% | |
4/26/2024 | Plan Group Financial LLC | 9,607 | $1.98M | 1.3% | +0.9% | 0.003% | |
4/26/2024 | McGuire Investment Group LLC | 3,718 | $765K | 0.1% | +2.2% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 2,767 | $569K | 0.0% | +34.4% | 0.001% | |
4/26/2024 | Pavion Blue Capital LLC | 2,448 | $504K | 0.2% | +11.9% | 0.001% | |
4/26/2024 | UMB Bank n.a. | 2,739 | $563K | 0.0% | -12.9% | 0.001% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 1,684 | $364K | 0.2% | -10.6% | 0.001% | |
4/26/2024 | Highview Capital Management LLC DE | 36,607 | $7.53M | 3.4% | -1.8% | 0.013% | |
4/26/2024 | Equitec Proprietary Markets LLC | 4,400 | $905K | 0.5% | N/A | 0.002% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 19,441 | $4.00M | 1.6% | +0.9% | 0.007% | |
4/26/2024 | YHB Investment Advisors Inc. | 15,976 | $3.29M | 0.3% | -2.0% | 0.006% | |
4/26/2024 | First National Trust Co | 230,592 | $47.44M | 1.9% | -7.6% | 0.080% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 1,471 | $303K | 0.0% | -4.5% | 0.001% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 976 | $201K | 0.1% | N/A | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 11,347 | $2.33M | 0.3% | -2.0% | 0.004% | |
4/26/2024 | Members Trust Co | 3,403 | $700K | 0.0% | -1.8% | 0.001% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 240,879 | $49.55M | 1.1% | N/A | 0.083% | |
4/26/2024 | Carr Financial Group Corp | 14,452 | $2.97M | 1.0% | -2.1% | 0.005% | |
4/26/2024 | MONECO Advisors LLC | 22,697 | $4.67M | 0.8% | -9.3% | 0.008% | |
4/26/2024 | KG&L Capital Management LLC | 2,205 | $454K | 0.2% | +2.2% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 99,676 | $20.51M | 1.6% | +6.5% | 0.035% | |
4/26/2024 | Latitude Advisors LLC | 14,989 | $3.08M | 1.9% | +38.8% | 0.005% | |
4/26/2024 | Tritonpoint Wealth LLC | 1,685 | $322K | 0.0% | -18.6% | 0.001% | |
4/25/2024 | Allworth Financial LP | 103,258 | $21.24M | 0.2% | -13.0% | 0.036% | |
4/25/2024 | TRUE Private Wealth Advisors | 7,676 | $1.58M | 0.2% | +2.6% | 0.003% | |
4/25/2024 | Schnieders Capital Management LLC | 6,329 | $1.30M | 0.3% | -2.7% | 0.002% | |
4/25/2024 | Professional Financial Advisors LLC | 7,996 | $1.65M | 0.5% | +6.3% | 0.003% | |
4/25/2024 | Fielder Capital Group LLC | 1,060 | $218K | 0.1% | -8.7% | 0.000% | |
4/25/2024 | BCM Advisors LLC | 248,161 | $53.27M | 13.5% | -1.5% | 0.086% | |
4/25/2024 | HTLF Bank | 1,875 | $386K | 0.0% | N/A | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 9,404 | $1.94M | 0.2% | +46.5% | 0.003% | |
4/25/2024 | L.M. Kohn & Company | 1,474 | $303K | 0.1% | -38.8% | 0.001% | |
4/25/2024 | MTM Investment Management LLC | 2,925 | $602K | 0.2% | -2.0% | 0.001% | |
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4/25/2024 | Valeo Financial Advisors LLC | 5,095 | $1.09M | 0.0% | +6.6% | 0.002% | |
4/25/2024 | Eudaimonia Advisors LLC | 2,582 | $531K | 0.3% | +38.3% | 0.001% | |
4/25/2024 | Telos Capital Management Inc. | 5,876 | $1.21M | 0.1% | -13.6% | 0.002% | |
4/25/2024 | Kercheville Advisors LLC | 5,279 | $1.09M | 0.5% | -1.6% | 0.002% | |
4/25/2024 | Summit Financial LLC | 22,373 | $4.60M | 0.3% | +11.8% | 0.008% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 445,047 | $91.56M | 0.4% | -13.4% | 0.154% | |
4/25/2024 | Christopher J. Hasenberg Inc | 31,832 | $6.55M | 3.2% | +6.5% | 0.011% | |
4/24/2024 | Private Trust Co. NA | 6,600 | $1.36M | 0.1% | +6.7% | 0.002% | |
4/24/2024 | Krilogy Financial LLC | 21,035 | $4.33M | 0.3% | -17.2% | 0.007% | |
4/24/2024 | PSI Advisors LLC | 363 | $75K | 0.0% | -12.1% | 0.000% | |
4/24/2024 | Zhang Financial LLC | 1,295 | $266K | 0.0% | -38.0% | 0.000% | |
4/24/2024 | CENTRAL TRUST Co | 99,089 | $20.39M | 0.5% | -1.2% | 0.034% | |
4/24/2024 | Activest Wealth Management | 4,411 | $907K | 0.4% | -3.0% | 0.002% | |
4/24/2024 | Oxler Private Wealth LLC | 16,417 | $3.38M | 1.3% | +455.8% | 0.006% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,479 | $304K | 0.1% | -16.8% | 0.001% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 2,858 | $588K | 0.1% | -18.2% | 0.001% | |
4/24/2024 | Townsend & Associates Inc | 138,339 | $29.75M | 3.4% | +2.1% | 0.048% | |
4/24/2024 | Acorn Creek Capital LLC | 44,532 | $9.16M | 5.8% | +16.9% | 0.015% | |
4/24/2024 | Paragon Financial Partners Inc. | 2,756 | $567K | 0.5% | +5.8% | 0.001% | |
4/24/2024 | U S Global Investors Inc. | 1,000 | $206K | 0.0% | N/A | 0.000% | |
4/24/2024 | Dakota Wealth Management | 25,487 | $5.24M | 0.1% | +33.1% | 0.009% | |
4/24/2024 | Smith Anglin Financial LLC | 8,214 | $1.69M | 0.2% | -1.2% | 0.003% | |
4/24/2024 | Simplicity Wealth LLC | 121,889 | $25.08M | 0.6% | +2,744.6% | 0.042% | |
4/24/2024 | NBT Bank N A NY | 9,421 | $1.94M | 0.1% | -3.7% | 0.003% | |
4/24/2024 | Spire Wealth Management | 12,739 | $2.62M | 0.1% | +1.5% | 0.004% | |
4/24/2024 | Essex Financial Services Inc. | 75,949 | $15.62M | 1.4% | +1.6% | 0.026% | |
4/24/2024 | Solstein Capital LLC | 10,717 | $2.21M | 1.5% | -19.0% | 0.004% | |
4/24/2024 | Capasso Planning Partners LLC | 3,210 | $660K | 0.3% | +4.9% | 0.001% | |
4/23/2024 | Muhlenkamp & Co. Inc. | 21,643 | $4.45M | 1.3% | +13.2% | 0.008% | |
4/23/2024 | Canal Capital Management LLC | 2,835 | $583K | 0.1% | -9.0% | 0.001% | |
4/23/2024 | James J. Burns & Company LLC | 1,106 | $233K | 0.1% | -52.3% | 0.000% | |
4/23/2024 | BSW Wealth Partners | 3,298 | $678K | 0.1% | +5.1% | 0.001% | |
4/23/2024 | Carderock Capital Management Inc. | 2,100 | $432K | 0.1% | N/A | 0.001% | |
4/23/2024 | Bfsg LLC | 16,920 | $3.48M | 0.5% | +911.4% | 0.006% | |
4/23/2024 | Milestone Asset Management LLC | 2,932 | $603K | 0.2% | -2.9% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 23,285 | $4.79M | 0.2% | -7.2% | 0.008% | |
4/23/2024 | Sage Mountain Advisors LLC | 1,316 | $271K | 0.0% | N/A | 0.000% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 155,903 | $32.07M | 2.2% | -2.5% | 0.054% | |
4/23/2024 | United Asset Strategies Inc. | 82,384 | $16.95M | 1.7% | +0.9% | 0.029% | |
4/23/2024 | Wealth Advisory Solutions LLC | 15,262 | $3.14M | 0.8% | N/A | 0.005% | |
4/23/2024 | Olympus Wealth Management LLC | 29,061 | $5.98M | 3.5% | -30.7% | 0.010% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 1,154 | $237K | 0.1% | -8.0% | 0.000% | |
4/23/2024 | Legacy Trust | 1,831 | $377K | 0.1% | +6.7% | 0.001% | |
4/23/2024 | F M Investments LLC | 978 | $201K | 0.1% | N/A | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 29,867 | $6.14M | 0.5% | +0.2% | 0.010% | |
4/23/2024 | Gradient Investments LLC | 1,770 | $364K | 0.0% | -21.3% | 0.001% | |
4/23/2024 | TrueWealth Advisors LLC | 1,125 | $231K | 0.1% | N/A | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 7,836 | $1.61M | 0.4% | -14.4% | 0.003% | |
4/23/2024 | Fifth Third Bancorp | 214,052 | $44.04M | 0.2% | -18.3% | 0.074% | |
4/23/2024 | Wesbanco Bank Inc. | 22,251 | $4.58M | 0.2% | +136.0% | 0.008% | |
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4/23/2024 | Summit Trail Advisors LLC | 15,077 | $3.10M | 0.1% | +27.3% | 0.005% | |
4/23/2024 | Principle Wealth Partners LLC | 3,430 | $706K | 0.1% | -9.7% | 0.001% | |
4/23/2024 | Duncker Streett & Co. Inc. | 1,890 | $389K | 0.1% | +46.5% | 0.001% | |
4/23/2024 | Petra Financial Advisors Inc. | 24,382 | $5.01M | 3.7% | +0.7% | 0.008% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 8,527 | $1.84M | 0.0% | -26.0% | 0.003% | |
4/23/2024 | Strategic Blueprint LLC | 23,889 | $4.91M | 0.3% | +3.5% | 0.008% | |
4/23/2024 | Revisor Wealth Management LLC | 1,161 | $231K | 0.1% | N/A | 0.000% | |
4/23/2024 | Accurate Wealth Management LLC | 21,319 | $4.71M | 1.4% | +730.5% | 0.007% | |
4/23/2024 | Wealth Effects LLC | 2,733 | $562K | 0.2% | -21.5% | 0.001% | |
4/23/2024 | Hanson & Doremus Investment Management | 9,957 | $2.05M | 0.3% | +0.6% | 0.003% | |