7/12/2024 | CRA Financial Services LLC | 11,336 | $1.94M | 0.4% | -0.8% | 0.001% | |
7/12/2024 | McLean Asset Management Corp | 2,914 | $490K | 0.2% | +3.3% | 0.000% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 10,339 | $1.77M | 0.0% | N/A | 0.001% | |
7/11/2024 | Cambridge Advisors Inc. | 8,840 | $1.52M | 0.4% | +0.7% | 0.001% | |
7/11/2024 | CHICAGO TRUST Co NA | 61,533 | $10.55M | 2.1% | -5.6% | 0.003% | |
7/11/2024 | OLD National Bancorp IN | 143,461 | $24.61M | 0.6% | -10.6% | 0.008% | |
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7/11/2024 | CCM Investment Advisers LLC | 87,864 | $15.07M | 1.8% | -0.6% | 0.005% | |
7/11/2024 | BDF Gestion | 60,857 | $10.44M | 1.0% | N/A | 0.003% | |
7/11/2024 | CMH Wealth Management LLC | 2,254 | $387K | 0.1% | N/A | 0.000% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 128,701 | $22.08M | 0.8% | -0.7% | 0.007% | |
7/11/2024 | Talbot Financial LLC | 90,662 | $15.55M | 2.0% | +1.3% | 0.005% | |
7/11/2024 | Amarillo National Bank | 2,116 | $363K | 0.1% | -7.3% | 0.000% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 32,958 | $5.65M | 0.6% | +5.9% | 0.002% | |
7/11/2024 | Symmetry Partners LLC | 14,514 | $2.49M | 0.1% | -12.6% | 0.001% | |
7/11/2024 | Whitcomb & Hess Inc. | 1,837 | $315K | 0.1% | -3.3% | 0.000% | |
7/11/2024 | First National Bank of Mount Dora Trust Investment Services | 49,828 | $8.55M | 2.1% | +20.5% | 0.003% | |
7/11/2024 | Worth Asset Management LLC | 1,516 | $260K | 0.2% | -12.9% | 0.000% | |
7/11/2024 | Strategic Advisors LLC | 59,066 | $10.13M | 2.0% | -7.9% | 0.003% | |
7/11/2024 | Ellenbecker Investment Group | 6,061 | $1.04M | 0.2% | +1.4% | 0.000% | |
7/11/2024 | Jamison Private Wealth Management Inc. | 54,181 | $9.29M | 1.5% | +3.7% | 0.003% | |
7/11/2024 | Clarius Group LLC | 16,686 | $2.86M | 0.2% | -2.8% | 0.001% | |
7/11/2024 | Stillwater Capital Advisors LLC | 90,787 | $15.57M | 2.2% | -0.7% | 0.005% | |
7/11/2024 | First Financial Corp IN | 10,298 | $1.77M | 0.9% | -7.0% | 0.001% | |
7/11/2024 | CX Institutional | 59,147 | $10.15M | 0.5% | +0.8% | 0.003% | |
7/11/2024 | Wesbanco Bank Inc. | 86,977 | $14.92M | 0.6% | -1.9% | 0.005% | |
7/11/2024 | Salem Investment Counselors Inc. | 130,775 | $22.43M | 0.7% | +3.0% | 0.007% | |
7/11/2024 | Guinness Atkinson Asset Management Inc | 5,715 | $980K | 0.5% | -1.7% | 0.000% | |
7/11/2024 | Guinness Asset Management LTD | 1,109,044 | $190.13M | 3.9% | -10.8% | 0.063% | |
7/11/2024 | Abacus Wealth Partners LLC | 1,512 | $259K | 0.0% | -13.1% | 0.000% | |
7/11/2024 | Foresight Capital Management Advisors Inc. | 7,862 | $1.35M | 0.9% | N/A | 0.000% | |
7/11/2024 | Mountain Pacific Investment Advisers LLC | 16,708 | $2.87M | 0.2% | -4.1% | 0.001% | |
7/10/2024 | Csenge Advisory Group | 22,836 | $3.92M | 0.2% | +5.7% | 0.001% | |
7/10/2024 | Fortitude Family Office LLC | 4,097 | $703K | 0.4% | +136.4% | 0.000% | |
7/10/2024 | Indiana Trust & Investment Management CO | 11,416 | $1.96M | 0.7% | -1.8% | 0.001% | |
7/10/2024 | Legacy Financial Strategies LLC | 18,484 | $3.03M | 0.7% | +10.5% | 0.001% | |
7/10/2024 | Advocate Group LLC | 76,999 | $13.21M | 2.7% | -0.5% | 0.004% | |
7/10/2024 | Founders Capital Management | 32,858 | $5.64M | 3.7% | -1.9% | 0.002% | |
7/10/2024 | Simplicity Wealth LLC | 134,535 | $23.08M | 0.5% | +11.3% | 0.008% | |
7/10/2024 | Valeo Financial Advisors LLC | 80,053 | $13.73M | 0.4% | -0.8% | 0.005% | |
7/10/2024 | Lantz Financial LLC | 6,303 | $1.08M | 0.3% | -3.8% | 0.000% | |
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7/10/2024 | Pacific Wealth Management | 40,398 | $6.93M | 3.5% | +1.8% | 0.002% | |
7/10/2024 | MPS Loria Financial Planners LLC | 17,294 | $2.97M | 1.0% | +0.7% | 0.001% | |
7/10/2024 | Greenfield Savings Bank | 17,715 | $3.04M | 1.6% | +4.2% | 0.001% | |
7/10/2024 | NBC Securities Inc. | 20,044 | $3.44M | 0.3% | +1.0% | 0.001% | |
7/10/2024 | Linden Thomas Advisory Services LLC | 12,340 | $2.12M | 0.3% | -1.7% | 0.001% | |
7/10/2024 | M. Kraus & Co | 41,318 | $7.09M | 2.2% | -0.3% | 0.002% | |
7/10/2024 | Albion Financial Group UT | 42,733 | $7.33M | 0.6% | +0.4% | 0.002% | |
7/10/2024 | Foundation Resource Management Inc. | 39,347 | $6.75M | 1.1% | -0.7% | 0.002% | |
7/10/2024 | Matrix Trust Co | 13,317 | $2.28M | 0.5% | +0.7% | 0.001% | |
7/10/2024 | Cullinan Associates Inc. | 120,608 | $20.69M | 1.2% | -5.1% | 0.007% | |
7/10/2024 | PFW Advisors LLC | 1,200 | $206K | 0.1% | -13.9% | 0.000% | |
7/10/2024 | Atwood & Palmer Inc. | 194,246 | $33.32M | 2.5% | +2.0% | 0.011% | |
7/10/2024 | First Affirmative Financial Network | 4,502 | $772K | 0.5% | +15.6% | 0.000% | |
7/10/2024 | Epiq Partners LLC | 3,685 | $632K | 0.4% | -1.8% | 0.000% | |
7/10/2024 | Gulf International Bank UK Ltd | 145,191 | $24.90M | 0.6% | -2.6% | 0.008% | |
7/10/2024 | Renaissance Investment Group LLC | 12,213 | $2.05M | 0.4% | -4.1% | 0.001% | |
7/10/2024 | Five Oceans Advisors | 4,282 | $734K | 0.4% | -14.6% | 0.000% | |
7/10/2024 | S.A. Mason LLC | 12,623 | $2.17M | 1.2% | +2.7% | 0.001% | |
7/10/2024 | Thomasville National Bank | 30,918 | $5.30M | 0.4% | -0.5% | 0.002% | |
7/10/2024 | Bernardo Wealth Planning LLC | 1,534 | $263K | 0.1% | -5.8% | 0.000% | |
7/10/2024 | Professional Advisory Services Inc. | 3,000 | $515K | 0.1% | -4.0% | 0.000% | |
7/10/2024 | CWM LLC | 229,631 | $39.39M | 0.2% | +6.5% | 0.013% | |
7/10/2024 | Fiduciary Alliance LLC | 3,921 | $651K | 0.1% | +60.7% | 0.000% | |
7/10/2024 | Hilltop National Bank | 4,634 | $795K | 0.3% | +2.4% | 0.000% | |
7/10/2024 | CVA Family Office LLC | 3,693 | $633K | 0.1% | +6.5% | 0.000% | |
7/10/2024 | Sunflower Bank N.A. | 13,670 | $2.35M | 0.6% | -1.0% | 0.001% | |
7/10/2024 | Apella Capital LLC | 7,569 | $1.27M | 0.1% | +2.8% | 0.000% | |
7/9/2024 | Grassi Investment Management | 101,500 | $17.41M | 1.5% | -0.7% | 0.006% | |
7/9/2024 | Somerset Trust Co | 2,678 | $459K | 0.2% | +37.8% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 79,687 | $13.67M | 0.2% | +2.3% | 0.005% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 6,839 | $1.17M | 0.4% | +9.2% | 0.000% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 22,286 | $3.82M | 0.3% | +15.9% | 0.001% | |
7/9/2024 | Olistico Wealth LLC | 797 | $137K | 0.1% | N/A | 0.000% | |
7/9/2024 | Eastover Investment Advisors LLC | 36,874 | $6.12M | 2.9% | +1.2% | 0.002% | |
7/9/2024 | Northwest Capital Management Inc | 1,427 | $245K | 0.1% | -23.0% | 0.000% | |
7/9/2024 | Sage Capital Advisors llc | 19,243 | $3.30M | 0.9% | +1.8% | 0.001% | |
7/9/2024 | First Bank & Trust | 16,828 | $2.89M | 0.6% | -10.5% | 0.001% | |
7/9/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 14,852 | $2.55M | 0.3% | -17.8% | 0.001% | |
7/9/2024 | Bard Financial Services Inc. | 74,755 | $12.82M | 1.3% | -0.5% | 0.004% | |
7/9/2024 | Marion Wealth Management | 2,379 | $408K | 0.1% | -13.6% | 0.000% | |
7/9/2024 | Fulton Bank N.A. | 47,987 | $8.23M | 0.3% | +10.8% | 0.003% | |
7/9/2024 | New England Research & Management Inc. | 11,476 | $1.97M | 0.9% | +126.4% | 0.001% | |
7/9/2024 | Lynx Investment Advisory | 1,610 | $276K | 0.2% | N/A | 0.000% | |
7/9/2024 | Trust Co. of Vermont | 171,268 | $29.38M | 1.6% | +4.6% | 0.010% | |
7/9/2024 | Fragasso Financial Advisors Inc | 12,183 | $2.09M | 0.2% | +1.9% | 0.001% | |
7/9/2024 | Cardinal Capital Management Inc. | 196,839 | $33.76M | 1.3% | +0.2% | 0.011% | |
7/9/2024 | Monterey Private Wealth Inc. | 2,380 | $408K | 0.2% | +44.7% | 0.000% | |
7/9/2024 | Mather Group LLC. | 61,485 | $11.20M | 0.1% | +126.1% | 0.003% | |
7/9/2024 | Great Waters Wealth Management | 1,268 | $217K | 0.0% | N/A | 0.000% | |
7/8/2024 | RVW Wealth LLC | 5,213 | $894K | 0.1% | +2.0% | 0.000% | |
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7/8/2024 | Thompson Investment Management Inc. | 38,826 | $6.66M | 1.0% | -0.3% | 0.002% | |
7/8/2024 | Trust Co. of Toledo NA OH | 41,851 | $7.18M | 1.0% | +2.3% | 0.002% | |
7/8/2024 | Douglas Lane & Associates LLC | 11,096 | $1.90M | 0.0% | -4.4% | 0.001% | |
7/8/2024 | BancFirst Trust & Investment Management | 4,062 | $686K | 0.3% | +21.9% | 0.000% | |
7/8/2024 | City State Bank | 9,678 | $1.66M | 0.7% | -3.1% | 0.001% | |
7/8/2024 | Bank & Trust Co | 5,922 | $1.02M | 0.9% | N/A | 0.000% | |
7/8/2024 | Woodstock Corp | 95,955 | $16.46M | 1.7% | -0.1% | 0.005% | |
7/8/2024 | ST Germain D J Co. Inc. | 67,444 | $11.57M | 0.6% | -0.2% | 0.004% | |
7/8/2024 | Versant Capital Management Inc | 1,426 | $245K | 0.1% | -6.8% | 0.000% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 9,075 | $1.56M | 0.5% | -81.0% | 0.001% | |