7/7/2025 | Vishria Bird Financial Group LLC | 121,303 | $21.38M | 7.1% | -1.1% | 0.001% | |
7/7/2025 | Somerset Trust Co | 8,465 | $1.49M | 0.5% | +6.2% | 0.000% | |
7/7/2025 | Enterprise Bank & Trust Co | 44,254 | $7.80M | 2.9% | -0.8% | 0.000% | |
7/7/2025 | Pacific Capital Partners Ltd | 13,908 | $2.45M | 2.3% | +62.1% | 0.000% | |
7/7/2025 | Global Wealth Strategies & Associates | 2,341 | $413K | 0.1% | -9.1% | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 2,663 | $469K | 0.3% | -44.6% | 0.000% | |
7/7/2025 | First Community Trust NA | 18,189 | $3.21M | 2.6% | -9.7% | 0.000% | |
7/7/2025 | Insight Wealth Strategies LLC | 30,776 | $5.41M | 0.7% | +1.3% | 0.000% | |
7/7/2025 | Dominguez Wealth Management Solutions Inc. | 2,019 | $356K | 0.2% | +33.4% | 0.000% | |
7/7/2025 | Armstrong Henry H Associates Inc. | 35,417 | $6.24M | 0.6% | -0.8% | 0.000% | |
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7/7/2025 | Roxbury Financial LLC | 18,170 | $3.20M | 3.1% | -2.3% | 0.000% | |
7/7/2025 | Ables Iannone Moore & Associates Inc. | 63,096 | $11.12M | 6.9% | +0.5% | 0.001% | |
7/7/2025 | OMNI 360 Wealth Inc. | 2,451 | $432K | 0.2% | -9.4% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 29,661 | $5.23M | 0.5% | -3.8% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 21,983 | $3.87M | 0.5% | +11.2% | 0.000% | |
7/7/2025 | Salem Investment Counselors Inc. | 276,816 | $48.78M | 1.5% | +0.2% | 0.002% | |
7/7/2025 | Seilern Investment Management Ltd | 539,309 | $95.04M | 6.3% | -6.0% | 0.004% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 6,444 | $1.14M | 0.6% | -2.7% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 8,853 | $1.56M | 0.4% | +2.5% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 200,204 | $35.28M | 0.5% | -14.1% | 0.002% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 15,907 | $2.80M | 1.9% | +1.4% | 0.000% | |
7/7/2025 | Neumann Advisory Hong Kong Ltd | 41,239 | $7.27M | 2.6% | +2.0% | 0.000% | |
7/7/2025 | RB Capital Management LLC | 34,742 | $6.12M | 1.4% | +4.0% | 0.000% | |
7/7/2025 | RDA Financial Network | 51,889 | $9.14M | 2.5% | +0.1% | 0.000% | |
7/3/2025 | First Hawaiian Bank | 2,238 | $394K | 0.1% | +4.8% | 0.000% | |
7/3/2025 | Trinity Financial Advisors LLC | 3,783 | $667K | 0.2% | +2.0% | 0.000% | |
7/3/2025 | Arvest Investments Inc. | 25,114 | $4.43M | 0.7% | +55.1% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 3,546 | $625K | 0.2% | +6.8% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 9,372 | $1.65M | 0.4% | +2.6% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 8,991 | $1.61M | 0.4% | +8.7% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 71,753 | $12.65M | 3.1% | +10.8% | 0.001% | |
7/3/2025 | Trust Co of the South | 5,417 | $955K | 0.2% | +19.9% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 7,171 | $1.26M | 0.2% | +9.3% | 0.000% | |
7/3/2025 | City Center Advisors LLC | 1,346 | $237K | 0.3% | N/A | 0.000% | |
7/2/2025 | Michael S. Ryan Inc. | 2,910 | $513K | 0.3% | +2.6% | 0.000% | |
7/2/2025 | McAlister Sweet & Associates Inc. | 33,315 | $5.87M | 6.0% | +14.8% | 0.000% | |
7/2/2025 | Norway Savings Bank | 37,017 | $6.52M | 3.4% | +6.2% | 0.000% | |
7/2/2025 | Capital Market Strategies LLC | 5,786 | $1.02M | 0.7% | -31.6% | 0.000% | |
7/2/2025 | InvesTrust | 1,295 | $228K | 0.1% | N/A | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 28,683 | $5.06M | 0.6% | +1.1% | 0.000% | |
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7/2/2025 | Crumly & Associates Inc. | 5,603 | $987K | 0.2% | -5.2% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 8,383 | $1.48M | 0.2% | -31.9% | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 85,861 | $15.13M | 1.3% | +0.5% | 0.001% | |
7/2/2025 | Jacobs & Co. CA | 95,634 | $16.85M | 1.7% | +1.7% | 0.001% | |
7/2/2025 | Marotta Asset Management | 2,195 | $387K | 0.1% | -19.4% | 0.000% | |
7/2/2025 | LVM Capital Management Ltd. MI | 140,673 | $24.79M | 2.6% | -1.9% | 0.001% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 285,202 | $50.26M | 3.7% | -2.1% | 0.002% | |
7/2/2025 | Central Pacific Bank Trust Division | 24,519 | $4.32M | 0.6% | -32.1% | 0.000% | |
7/1/2025 | Legacy Wealth Management LLC MS | 42,782 | $7.54M | 2.3% | -9.4% | 0.000% | |
7/1/2025 | Park National Corp OH | 370,176 | $65.24M | 2.2% | -0.3% | 0.003% | |
7/1/2025 | Harbor Investment Advisory LLC | 172,030 | $30.32M | 2.5% | +1.9% | 0.001% | |
7/1/2025 | First National Bank Sioux Falls | 12,321 | $2.17M | 0.8% | +2.6% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 4,187 | $738K | 0.1% | +4.9% | 0.000% | |
7/1/2025 | Private Client Services LLC | 6,907 | $1.22M | 0.5% | +14.5% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 10,249 | $1.81M | 0.3% | -2.1% | 0.000% | |
6/30/2025 | Pensionfund Sabic | 24,700 | $3.82M | 1.1% | -14.8% | 0.000% | |
6/27/2025 | AdviceOne Advisory Services LLC | 1,465 | $226K | 0.2% | +13.7% | 0.000% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 215,138 | $36.95M | 2.1% | N/A | 0.002% | |
6/23/2025 | Swedbank AB | 8,834,915 | $1.37B | 1.8% | +3.9% | 0.073% | |
6/20/2025 | Real Talk Capital LLC | 2,883 | $446K | 0.6% | +6.8% | 0.000% | |
6/18/2025 | Voya Investment Management LLC | 6,502,936 | $1.00B | 1.1% | -16.9% | 0.054% | |
6/17/2025 | Howe & Rusling Inc. | 5,855 | $905K | 0.1% | +9.3% | 0.000% | |
6/17/2025 | Guinness Asset Management LTD | 246,867 | $38.17M | 0.7% | +5.3% | 0.002% | |
6/16/2025 | Maple Capital Management Inc. | 9,913 | $1.53M | 0.1% | +7.1% | 0.000% | |
6/16/2025 | Lynx Investment Advisory | 14,304 | $2.21M | 1.5% | +4.3% | 0.000% | |
6/16/2025 | Peterson Wealth Management | 16,940 | $2.62M | 1.8% | +3.2% | 0.000% | |
6/13/2025 | Optima Capital LLC | 5,839 | $903K | 0.6% | +3.1% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 2,024 | $313K | 0.2% | +4.2% | 0.000% | |
6/10/2025 | Compass Financial Services Inc | 2,039 | $315K | 0.2% | +6,696.7% | 0.000% | |
6/9/2025 | 1248 Management LLC | 95,619 | $14.79M | 6.0% | -0.2% | 0.001% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 40,040 | $6.19M | 3.1% | -0.8% | 0.000% | |
6/6/2025 | First Long Island Investors LLC | 197,732 | $30.58M | 2.5% | -11.3% | 0.002% | |
6/6/2025 | Nicola Wealth Management LTD. | 113,900 | $17.61M | 1.7% | -7.3% | 0.001% | |
6/5/2025 | Cim LLC | 131,011 | $20.26M | 3.0% | -11.2% | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 4,912 | $760K | 0.0% | +2.0% | 0.000% | |
6/4/2025 | First Hawaiian Bank | 2,135 | $330K | 0.0% | -97.9% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 18,261 | $2.82M | 1.5% | -4.6% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 3,089 | $478K | 0.0% | +28.3% | 0.000% | |
6/3/2025 | Invst LLC | 19,199 | $2.97M | 0.4% | -26.1% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 65,087 | $10.07M | 0.3% | +23.0% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 5,666 | $876K | 0.8% | -2.5% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 3,613 | $559K | 0.2% | -11.5% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 1,814,959 | $280.19M | 0.3% | +36.8% | 0.015% | |
5/28/2025 | Vista Cima Wealth Management LLC | 6,359 | $983K | 0.7% | -1.7% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 276,145 | $42.62M | 5.6% | +10.6% | 0.002% | |
5/28/2025 | Anderson Financial Strategies LLC | 200 | $31K | 0.0% | -23.4% | 0.000% | |
5/28/2025 | Strs Ohio | 2,052,233 | $317.36M | 1.3% | N/A | 0.017% | |
5/28/2025 | GK Wealth Management LLC | 12,629 | $1.95M | 2.3% | +5.6% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 8,844 | $1.37M | 0.2% | +5.4% | 0.000% | |
5/28/2025 | Addison Capital Co | 61,774 | $9.55M | 3.7% | -3.3% | 0.001% | |
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5/28/2025 | Turn8 Private Wealth Inc. | 21,756 | $3.36M | 2.6% | +2.2% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 42,811 | $6.62M | 0.5% | +5.2% | 0.000% | |
5/27/2025 | Carderock Capital Management Inc. | 58,385 | $9.03M | 2.4% | -8.4% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 398,885 | $61.68M | 1.0% | +4.7% | 0.003% | |
5/27/2025 | SWS Partners | 14,550 | $2.25M | 0.7% | +2.3% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 96,640 | $14.94M | 2.1% | +6.0% | 0.001% | |
5/23/2025 | Triune Financial Partners LLC | 1,509 | $233K | 0.1% | N/A | 0.000% | |
5/23/2025 | Strategic Financial Services Inc. | 8,591 | $1.33M | 0.1% | -10.5% | 0.000% | |
5/23/2025 | Siren L.L.C. | 50,703 | $7.84M | 0.5% | +624.3% | 0.000% | |
5/23/2025 | Twin Lakes Capital Management LLC | 10,940 | $1.69M | 0.9% | -14.1% | 0.000% | |