7/24/2025 | Rice Partnership LLC | 89,953 | $13.14M | 2.3% | +2.8% | 0.007% | |
7/24/2025 | TFR Capital LLC. | 3,651 | $533K | 0.2% | +9.8% | 0.000% | |
7/24/2025 | Boomfish Wealth Group LLC | 13,397 | $1.96M | 1.1% | -2.9% | 0.001% | |
7/24/2025 | True Link Financial Advisors LLC | 1,384 | $202K | 0.0% | N/A | 0.000% | |
7/24/2025 | Capital Advisors Ltd. LLC | 2,114 | $309K | 0.0% | -26.3% | 0.000% | |
7/24/2025 | Leo Wealth LLC | 5,336 | $779K | 0.1% | -34.7% | 0.000% | |
7/24/2025 | MSH Capital Advisors LLC | 6,781 | $990K | 0.3% | +3.7% | 0.001% | |
7/24/2025 | US Bancorp DE | 926,531 | $135.29M | 0.2% | -0.7% | 0.069% | |
7/24/2025 | Baxter Bros Inc. | 97,859 | $14.29M | 1.7% | -0.3% | 0.007% | |
7/24/2025 | Insight Inv LLC | 17,729 | $2.59M | 1.7% | -5.9% | 0.001% | |
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7/24/2025 | Columbia Advisory Partners LLC | 1,406 | $205K | 0.2% | N/A | 0.000% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 2,950 | $431K | 0.2% | N/A | 0.000% | |
7/23/2025 | Fulton Breakefield Broenniman LLC | 6,480 | $946K | 0.1% | +1.6% | 0.000% | |
7/23/2025 | Beaumont Asset Management L.L.C. | 5,027 | $734K | 0.4% | +2.1% | 0.000% | |
7/23/2025 | Hager Investment Management Services LLC | 8,105 | $1.18M | 0.7% | -5.2% | 0.001% | |
7/23/2025 | Notis McConarty Edward | 48,726 | $7.12M | 3.5% | -0.5% | 0.004% | |
7/23/2025 | Cohen Investment Advisors LLC | 30,276 | $4.42M | 2.3% | +2.4% | 0.002% | |
7/23/2025 | Vontobel Holding Ltd. | 42,634 | $6.23M | 0.0% | +18.2% | 0.003% | |
7/23/2025 | AMI Investment Management Inc. | 35,011 | $5.11M | 1.3% | -1.9% | 0.003% | |
7/23/2025 | Maryland State Retirement & Pension System | 65,028 | $9.50M | 0.2% | +4.6% | 0.005% | |
7/23/2025 | Optas LLC | 4,629 | $676K | 0.1% | +9.9% | 0.000% | |
7/23/2025 | Dempze Nancy E | 32,559 | $4.75M | 2.7% | -0.3% | 0.002% | |
7/23/2025 | Massachusetts Wealth Management | 8,251 | $1.21M | 0.7% | N/A | 0.001% | |
7/23/2025 | Eagle Strategies LLC | 17,838 | $2.61M | 0.4% | +0.4% | 0.001% | |
7/23/2025 | Clear Creek Financial Management LLC | 3,069 | $448K | 0.0% | -7.4% | 0.000% | |
7/23/2025 | Bar Harbor Wealth Management | 22,970 | $3.35M | 0.2% | -1.2% | 0.002% | |
7/23/2025 | Narwhal Capital Management | 61,575 | $8.99M | 0.7% | -2.5% | 0.005% | |
7/23/2025 | Ignite Planners LLC | 2,332 | $353K | 0.1% | -4.7% | 0.000% | |
7/23/2025 | Dohj LLC | 3,781 | $552K | 0.1% | N/A | 0.000% | |
7/23/2025 | Northern Financial Advisors Inc | 9,987 | $1.46M | 1.1% | +1.4% | 0.001% | |
7/23/2025 | Winthrop Advisory Group LLC | 3,984 | $582K | 0.1% | -1.7% | 0.000% | |
7/23/2025 | Puzo Michael J | 81,934 | $11.96M | 3.4% | -6.2% | 0.006% | |
7/23/2025 | Broderick Brian C | 109,777 | $16.03M | 3.2% | -4.5% | 0.008% | |
7/23/2025 | Kidder Stephen W | 77,974 | $11.39M | 3.4% | -4.7% | 0.006% | |
7/23/2025 | Secured Retirement Advisors LLC | 6,962 | $1.02M | 0.6% | N/A | 0.001% | |
7/23/2025 | Somerville Kurt F | 90,916 | $13.28M | 2.2% | -2.0% | 0.007% | |
7/23/2025 | REAP Financial Group LLC | 486 | $71K | 0.0% | +74.2% | 0.000% | |
7/23/2025 | Louisiana State Employees Retirement System | 70,500 | $10.29M | 0.2% | -1.5% | 0.005% | |
7/23/2025 | Sax Wealth Advisors LLC | 5,894 | $861K | 0.1% | N/A | 0.000% | |
7/23/2025 | Venturi Wealth Management LLC | 101,121 | $14.77M | 0.7% | -9.0% | 0.008% | |
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7/23/2025 | Watershed Private Wealth LLC | 1,717 | $251K | 0.1% | -30.4% | 0.000% | |
7/23/2025 | DMC Group LLC | 11,391 | $1.66M | 1.3% | -1.9% | 0.001% | |
7/23/2025 | Focused Investors LLC | 747,500 | $109.15M | 3.6% | -2.1% | 0.056% | |
7/23/2025 | High Note Wealth LLC | 25,955 | $3.79M | 0.9% | +2.6% | 0.002% | |
7/23/2025 | SGL Investment Advisors Inc. | 1,495 | $217K | 0.1% | N/A | 0.000% | |
7/23/2025 | Independent Solutions Wealth Management LLC | 11,989 | $1.75M | 0.3% | -1.5% | 0.001% | |
7/23/2025 | Shell Asset Management Co. | 38,523 | $5.63M | 0.2% | +79.1% | 0.003% | |
7/23/2025 | Godsey & Gibb Inc. | 200,072 | $29.22M | 2.7% | -0.9% | 0.015% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 32,504 | $4.75M | 0.4% | -23.1% | 0.002% | |
7/23/2025 | TriaGen Wealth Management LLC | 6,199 | $905K | 0.3% | -6.8% | 0.000% | |
7/23/2025 | Roundview Capital LLC | 23,380 | $3.41M | 0.2% | +42.6% | 0.002% | |
7/23/2025 | Sachetta LLC | 13,167 | $1.92M | 0.8% | -1.5% | 0.001% | |
7/23/2025 | Sunbeam Capital Management LLC | 3,075 | $449K | 0.3% | +20.0% | 0.000% | |
7/23/2025 | Tyche Wealth Partners LLC | 16,825 | $2.46M | 0.5% | -0.9% | 0.001% | |
7/23/2025 | Avantra Family Wealth Inc. | 5,668 | $828K | 0.7% | -18.2% | 0.000% | |
7/23/2025 | Bingham Private Wealth LLC | 4,284 | $626K | 0.6% | +4.1% | 0.000% | |
7/23/2025 | Hardy Reed LLC | 4,148 | $606K | 0.0% | +2.7% | 0.000% | |
7/23/2025 | Country Club Bank | 90,115 | $13.04M | 0.8% | -3.2% | 0.007% | |
7/23/2025 | Seamount Financial Group Inc. | 3,943 | $576K | 0.3% | +31.7% | 0.000% | |
7/23/2025 | SteelPeak Wealth LLC | 23,689 | $3.46M | 0.1% | +329.9% | 0.002% | |
7/23/2025 | Drake & Associates LLC | 2,575 | $376K | 0.1% | +24.2% | 0.000% | |
7/23/2025 | Mraz Amerine & Associates Inc. | 2,621 | $383K | 0.1% | N/A | 0.000% | |
7/23/2025 | Heck Capital Advisors LLC | 10,626 | $1.55M | 0.1% | +6.7% | 0.001% | |
7/23/2025 | KPP Advisory Services LLC | 1,844 | $269K | 0.1% | -80.1% | 0.000% | |
7/22/2025 | D.B. Root & Company LLC | 7,555 | $1.10M | 0.3% | +3.9% | 0.001% | |
7/22/2025 | Capital Advisors Inc. OK | 23,435 | $3.42M | 0.1% | +8.0% | 0.002% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 4,294 | $627K | 0.2% | -4.2% | 0.000% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 5,631 | $822K | 0.1% | +1.8% | 0.000% | |
7/22/2025 | Belpointe Asset Management LLC | 27,446 | $4.01M | 0.2% | -29.7% | 0.002% | |
7/22/2025 | Asset Planning Services Inc. LA ADV | 60,720 | $8.87M | 4.1% | -0.6% | 0.005% | |
7/22/2025 | Berkshire Money Management Inc. | 4,782 | $698K | 0.1% | +2.0% | 0.000% | |
7/22/2025 | Investors Asset Management of Georgia Inc. GA ADV | 11,359 | $1.66M | 0.8% | +3.6% | 0.001% | |
7/22/2025 | Autumn Glory Partners LLC | 13,194 | $1.93M | 0.9% | -22.8% | 0.001% | |
7/22/2025 | PUREfi Wealth LLC | 1,767 | $258K | 0.2% | N/A | 0.000% | |
7/22/2025 | Cullinan Associates Inc. | 17,833 | $2.60M | 0.2% | -1.7% | 0.001% | |
7/22/2025 | Chung Wu Investment Group LLC | 1,060 | $155K | 0.2% | N/A | 0.000% | |
7/22/2025 | Petros Family Wealth LLC | 6,786 | $991K | 0.9% | -1.5% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 89,447 | $13.06M | 0.0% | +3.9% | 0.007% | |
7/22/2025 | Vantage Investment Partners LLC | 116,573 | $17.02M | 1.2% | -1.1% | 0.009% | |
7/22/2025 | Joule Financial LLC | 3,481 | $508K | 0.2% | +6.8% | 0.000% | |
7/22/2025 | Plimoth Trust Co. LLC | 36,264 | $5.30M | 1.3% | +0.3% | 0.003% | |
7/22/2025 | DAVENPORT & Co LLC | 113,083 | $16.51M | 0.1% | +2.3% | 0.008% | |
7/22/2025 | Woodmont Investment Counsel LLC | 12,210 | $1.78M | 0.1% | -2.6% | 0.001% | |
7/22/2025 | Glass Wealth Management Co LLC | 32,732 | $4.78M | 2.5% | -1.0% | 0.002% | |
7/22/2025 | Grimes & Company Inc. | 41,808 | $6.11M | 0.2% | -2.4% | 0.003% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 7,432 | $1.09M | 0.3% | -33.0% | 0.001% | |
7/22/2025 | Merit Financial Group LLC | 105,547 | $15.41M | 0.2% | +44.7% | 0.008% | |
7/22/2025 | Legacy Trust | 52,419 | $7.65M | 1.9% | -5.4% | 0.004% | |
7/22/2025 | Keudell Morrison Wealth Management | 17,248 | $2.52M | 0.6% | +8.6% | 0.001% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 2,094 | $306K | 0.2% | +4.3% | 0.000% | |
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7/22/2025 | Marietta Wealth Management LLC | 68,849 | $10.05M | 1.3% | +1.1% | 0.005% | |
7/22/2025 | Mascoma Wealth Management LLC | 2,640 | $385K | 0.1% | -16.3% | 0.000% | |
7/22/2025 | Simplicity Wealth LLC | 32,667 | $4.77M | 0.2% | +66.8% | 0.002% | |
7/22/2025 | Brown Miller Wealth Management LLC | 23,048 | $3.37M | 1.0% | -3.0% | 0.002% | |
7/22/2025 | OLD National Bancorp IN | 26,951 | $3.94M | 0.1% | -13.9% | 0.002% | |
7/22/2025 | Olistico Wealth LLC | 4,848 | $708K | 0.4% | +17.9% | 0.000% | |
7/22/2025 | Highland Capital Management LLC | 105,330 | $15.38M | 0.8% | -0.8% | 0.008% | |
7/22/2025 | MBL Wealth LLC | 8,882 | $1.30M | 0.1% | +9.6% | 0.001% | |
7/22/2025 | Capital City Trust Co. FL | 6,753 | $986K | 0.3% | -9.7% | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 13,601 | $1.99M | 0.0% | +0.9% | 0.001% | |