5/4/2024 | Hemington Wealth Management | 13,734 | $2.48M | 0.9% | +4.0% | 0.000% | |
5/4/2024 | Blue Square Asset Management LLC | 18,280 | $3.30M | 2.2% | -3.0% | 0.000% | |
5/4/2024 | Financial Connections Group Inc. | 1,792 | $324K | 0.4% | +14.2% | 0.000% | |
5/4/2024 | Chapman Investment Management LLC | 52,590 | $9.49M | 7.0% | -1.5% | 0.001% | |
5/4/2024 | Howland Capital Management LLC | 70,810 | $12.77M | 0.6% | -1.1% | 0.001% | |
5/4/2024 | SPC Financial Inc. | 12,473 | $2.25M | 0.2% | -16.1% | 0.000% | |
|
5/4/2024 | Disciplined Equity Management Inc. | 1,900 | $343K | 0.2% | -30.0% | 0.000% | |
5/4/2024 | PrairieView Partners LLC | 3,895 | $703K | 0.1% | +12.8% | 0.000% | |
5/4/2024 | McClarren Financial Advisors Inc. | 1,624 | $293K | 0.1% | -63.3% | 0.000% | |
5/4/2024 | Evergreen Advisors LLC | 1,340 | $242K | 0.1% | -14.1% | 0.000% | |
5/4/2024 | Noesis Capital Mangement Corp | 7,298 | $1.32M | 0.3% | -43.2% | 0.000% | |
5/4/2024 | Vista Capital Partners Inc. | 9,948 | $1.79M | 0.2% | +3.4% | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 105,339 | $19.00M | 0.9% | -1.5% | 0.001% | |
5/4/2024 | Essex LLC | 13,190 | $2.38M | 0.5% | -2.4% | 0.000% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 35,930 | $6.48M | 1.9% | +1.3% | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 27,475 | $4.96M | 0.8% | -4.6% | 0.000% | |
5/4/2024 | Valley Wealth Managers Inc. | 14,696 | $2.65M | 0.2% | +15.8% | 0.000% | |
5/4/2024 | WBI Investments LLC | 10,788 | $1.95M | 0.4% | -4.6% | 0.000% | |
5/4/2024 | Team Hewins LLC | 47,053 | $8.49M | 1.2% | +1.0% | 0.000% | |
5/4/2024 | Ogorek Anthony Joseph NY ADV | 9,509 | $1.72M | 0.6% | +1.9% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 85,185 | $15.37M | 0.9% | +3.0% | 0.001% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 30,465 | $5.50M | 2.9% | +3.0% | 0.000% | |
5/4/2024 | Richardson Financial Services Inc. | 9,140 | $1.65M | 1.2% | +10.5% | 0.000% | |
5/4/2024 | Capital Management Associates NY | 17,190 | $3.10M | 3.7% | -1.9% | 0.000% | |
5/3/2024 | Signaturefd LLC | 260,867 | $47.06M | 1.0% | +3.5% | 0.003% | |
5/3/2024 | Wittenberg Investment Management Inc. | 13,476 | $2.43M | 0.8% | -50.3% | 0.000% | |
5/3/2024 | FDx Advisors Inc. | 114,418 | $20.64M | 3.1% | -32.0% | 0.001% | |
5/3/2024 | Essex Investment Management Co. LLC | 38,823 | $7.00M | 1.4% | -9.8% | 0.000% | |
5/3/2024 | Integris Wealth Management LLC | 1,796 | $324K | 0.1% | -18.2% | 0.000% | |
5/3/2024 | Embree Financial Group | 30,546 | $5.51M | 1.1% | -5.0% | 0.000% | |
5/3/2024 | VeraBank N.A. | 15,840 | $2.86M | 0.9% | +6.5% | 0.000% | |
5/3/2024 | Gold Investment Management Ltd. | 13,679 | $2.47M | 1.0% | +2.3% | 0.000% | |
5/3/2024 | CV Advisors LLC | 54,526 | $9.84M | 5.5% | +27.9% | 0.001% | |
5/3/2024 | STAR Financial Bank | 10,644 | $1.92M | 1.6% | -5.2% | 0.000% | |
5/3/2024 | Clarity Capital Partners LLC | 45,530 | $8.21M | 5.4% | -7.5% | 0.000% | |
5/3/2024 | Carson Advisory Inc. | 6,765 | $1.22M | 0.9% | +1.4% | 0.000% | |
5/3/2024 | Catalina Capital Group LLC | 33,834 | $6.10M | 2.5% | +91.3% | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 50,730 | $9.15M | 0.4% | +10.4% | 0.000% | |
5/3/2024 | Southern Capital Advisors LLC | 4,416 | $797K | 0.5% | +18.7% | 0.000% | |
5/3/2024 | TFB Advisors LLC | 22,315 | $3.99M | 1.4% | +49.3% | 0.000% | |
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5/3/2024 | Mediolanum International Funds Ltd | 555,843 | $99.96M | 1.6% | N/A | 0.005% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 63,512 | $11.46M | 2.4% | -1.4% | 0.001% | |
5/3/2024 | RIA Advisory Group LLC | 5,725 | $1.03M | 0.4% | -17.4% | 0.000% | |
5/3/2024 | Larson Financial Group LLC | 58,218 | $10.50M | 0.8% | -14.9% | 0.001% | |
5/3/2024 | Callan Capital LLC | 21,352 | $3.85M | 0.3% | +34.6% | 0.000% | |
5/3/2024 | MRA Advisory Group | 21,712 | $3.92M | 2.3% | +11.1% | 0.000% | |
5/3/2024 | Mcdonald Capital Investors Inc. CA | 596,235 | $107.55M | 6.7% | -0.5% | 0.006% | |
5/3/2024 | Coronation Fund Managers Ltd. | 762,490 | $137.54M | 3.7% | -16.5% | 0.007% | |
5/3/2024 | WealthTrust Asset Management LLC | 18,185 | $3.28M | 2.5% | +49.8% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,098 | $6.15M | 0.7% | +79.4% | 0.000% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 17,330 | $3.13M | 0.9% | -13.5% | 0.000% | |
5/3/2024 | Westchester Capital Management Inc. | 35,719 | $6.44M | 1.6% | +26.6% | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 65,295 | $11.78M | 0.9% | +1.4% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 6,229,814 | $1.12B | 3.7% | +0.0% | 0.060% | |
5/3/2024 | Commerce Bank | 2,218,647 | $400.20M | 2.6% | -0.2% | 0.021% | |
5/3/2024 | Wellington Shields Capital Management LLC | 91,791 | $16.56M | 3.1% | +10.1% | 0.001% | |
5/3/2024 | BCU Wealth Advisors LLC | 1,217 | $220K | 0.2% | N/A | 0.000% | |
5/3/2024 | Wellington Shields & Co. LLC | 26,973 | $4.87M | 1.6% | +0.7% | 0.000% | |
5/3/2024 | Lutz Financial Services LLC | 3,053 | $551K | 0.0% | +1.9% | 0.000% | |
5/3/2024 | AA Financial Advisors LLC | 11,305 | $2.04M | 0.8% | +519.1% | 0.000% | |
5/3/2024 | GSA Capital Partners LLP | 27,314 | $4.93M | 0.4% | -30.9% | 0.000% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 535,184 | $96.54M | 1.8% | -3.2% | 0.005% | |
5/3/2024 | Boomfish Wealth Group LLC | 16,318 | $2.94M | 2.0% | -8.7% | 0.000% | |
5/3/2024 | Pictet North America Advisors SA | 150,157 | $27.09M | 3.0% | +1.0% | 0.001% | |
5/3/2024 | United Community Bank | 8,653 | $1.56M | 0.6% | -45.7% | 0.000% | |
5/3/2024 | RiverPark Advisors LLC | 22,818 | $4.12M | 3.4% | -5.2% | 0.000% | |
5/3/2024 | CapWealth Advisors LLC | 83,041 | $14.98M | 1.7% | -0.7% | 0.001% | |
5/3/2024 | Proficio Capital Partners LLC | 78,199 | $14.11M | 1.6% | -20.0% | 0.001% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 14,879 | $2.68M | 1.1% | +5.7% | 0.000% | |
5/3/2024 | Liberty Wealth Management LLC | 19,899 | $3.59M | 0.7% | +2.0% | 0.000% | |
5/3/2024 | Lorne Steinberg Wealth Management Inc. | 37,105 | $6.69M | 2.1% | -3.8% | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 107,266 | $19.41M | 2.4% | N/A | 0.001% | |
5/3/2024 | Nikko Asset Management Americas Inc. | 127,129 | $22.91M | 0.2% | -7.0% | 0.001% | |
5/3/2024 | Nicollet Investment Management Inc. | 106,461 | $19.20M | 7.1% | +0.4% | 0.001% | |
5/3/2024 | Rinkey Investments | 6,074 | $1.10M | 0.4% | +8.6% | 0.000% | |
5/3/2024 | Smith Salley Wealth Management | 220,948 | $39.86M | 3.1% | -21.3% | 0.002% | |
5/3/2024 | Absolute Capital Management LLC | 1,362 | $246K | 0.2% | N/A | 0.000% | |
5/3/2024 | Franklin Parlapiano Turner & Welch LLC | 1,899 | $343K | 0.1% | -6.9% | 0.000% | |
5/3/2024 | Wulff Hansen & CO. | 18,840 | $3.40M | 3.4% | +3.2% | 0.000% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 538,675 | $97.17M | 2.8% | +1.2% | 0.005% | |
5/3/2024 | Whittier Trust Co. | 1,009,990 | $182.18M | 2.7% | -0.1% | 0.010% | |
5/3/2024 | Integrity Financial Corp WA | 9,926 | $1.79M | 1.2% | +15.4% | 0.000% | |
5/3/2024 | Hoertkorn Richard Charles | 9,956 | $1.80M | 0.8% | -1.0% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 193,726 | $34.94M | 1.1% | +2.9% | 0.002% | |
5/2/2024 | Diversified LLC | 7,572 | $1.37M | 0.2% | -2.8% | 0.000% | |
5/2/2024 | Paradigm Strategies in Wealth Management LLC | 3,173 | $572K | 0.4% | +19.9% | 0.000% | |
5/2/2024 | Knowledge Leaders Capital LLC | 7,403 | $1.34M | 2.3% | -1.6% | 0.000% | |
5/2/2024 | Smart Money Group LLC | 5,754 | $1.01M | 0.4% | +28.6% | 0.000% | |
5/2/2024 | Salomon & Ludwin LLC | 16,563 | $2.99M | 0.3% | +5.8% | 0.000% | |
5/2/2024 | RiverFront Investment Group LLC | 142,284 | $25.66M | 0.7% | +21.5% | 0.001% | |
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5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 22,905 | $4.13M | 0.1% | -12.6% | 0.000% | |
5/2/2024 | Pegasus Asset Management Inc. | 35,970 | $6.49M | 2.5% | +0.4% | 0.000% | |
5/2/2024 | USAdvisors Wealth Management LLC | 4,067 | $731K | 0.3% | +2.2% | 0.000% | |
5/2/2024 | Blume Capital Management Inc. | 47,178 | $8.51M | 2.1% | -1.2% | 0.000% | |
5/2/2024 | New England Capital Financial Advisors LLC | 3,243 | $585K | 0.3% | -59.2% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 822,521 | $148.37M | 2.5% | -7.8% | 0.008% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 18,560 | $3.35M | 1.3% | +7.8% | 0.000% | |
5/2/2024 | Chase Investment Counsel Corp | 45,919 | $8.28M | 3.1% | +0.4% | 0.000% | |
5/2/2024 | AlphaQ Advisors LLC | 16,208 | $2.92M | 1.8% | +15.0% | 0.000% | |
5/2/2024 | Shoker Investment Counsel Inc. | 30,890 | $5.59M | 2.0% | -1.4% | 0.000% | |