11/2/2024 | Covestor Ltd | 1,200 | $0.43M | 0.3% | +7.2% | 0.000% | |
11/2/2024 | Troy Asset Management Ltd | 85,327 | $30.16M | 1.0% | -7.7% | 0.014% | |
11/2/2024 | ESL Trust Services LLC | 313 | $0.11M | 0.0% | -12.3% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 101,800 | $35.98M | 0.7% | +1.9% | 0.016% | |
11/2/2024 | XML Financial LLC | 3,395 | $1.20M | 0.1% | +3.2% | 0.001% | |
11/1/2024 | Carr Financial Group Corp | 1,245 | $0.44M | 0.1% | -3.3% | 0.000% | |
11/1/2024 | GSG Advisors LLC | 776 | $0.27M | 0.1% | +12.1% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 18,967 | $6.70M | 0.8% | -3.1% | 0.003% | |
11/1/2024 | Proficio Capital Partners LLC | 1,657 | $0.59M | 0.1% | -21.6% | 0.000% | |
11/1/2024 | Atria Investments Inc | 75,298 | $26.62M | 0.3% | +4.6% | 0.012% | |
11/1/2024 | First Personal Financial Services | 44,143 | $15.60M | 3.3% | -0.3% | 0.007% | |
11/1/2024 | Field & Main Bank | 5,223 | $1.85M | 0.7% | +3.2% | 0.001% | |
11/1/2024 | Tompkins Financial Corp | 18,173 | $6.42M | 0.6% | +3.8% | 0.003% | |
11/1/2024 | Lindbrook Capital LLC | 3,412 | $1.21M | 0.1% | +16.8% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 63,722 | $22.52M | 0.3% | +0.1% | 0.010% | |
11/1/2024 | Klingman & Associates LLC | 2,310 | $0.82M | 0.1% | +87.7% | 0.000% | |
11/1/2024 | Thomas Story & Son LLC | 31,570 | $11.16M | 4.6% | +0.1% | 0.005% | |
11/1/2024 | Assetmark Inc. | 83,440 | $29.49M | 0.1% | +23.6% | 0.013% | |
11/1/2024 | Verdence Capital Advisors LLC | 8,030 | $2.84M | 0.2% | +0.7% | 0.001% | |
11/1/2024 | Townsend & Associates Inc | 38,336 | $14.21M | 1.4% | +3.9% | 0.006% | |
11/1/2024 | Pegasus Partners Ltd. | 7,806 | $2.76M | 0.3% | -17.4% | 0.001% | |
11/1/2024 | Executive Wealth Management LLC | 22,788 | $8.06M | 1.0% | -5.9% | 0.004% | |
11/1/2024 | Washington Trust Advisors Inc. | 595 | $0.21M | 0.0% | +6.4% | 0.000% | |
11/1/2024 | Bray Capital Advisors | 10,019 | $3.54M | 0.9% | -2.4% | 0.002% | |
11/1/2024 | Seascape Capital Management | 1,009 | $0.36M | 0.1% | +11.1% | 0.000% | |
11/1/2024 | Windward Capital Management Co. CA | 129,536 | $45.79M | 3.5% | +0.3% | 0.021% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 4,391 | $1.55M | 1.2% | -0.8% | 0.001% | |
11/1/2024 | Provident Trust Co. | 1,569,264 | $554.70M | 10.0% | +0.3% | 0.251% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 33,263 | $11.76M | 2.4% | -0.4% | 0.005% | |
11/1/2024 | CWA Asset Management Group LLC | 17,279 | $6.11M | 0.3% | N/A | 0.003% | |
11/1/2024 | Equitable Trust Co. | 8,643 | $3.06M | 0.2% | -16.2% | 0.001% | |
11/1/2024 | Leavell Investment Management Inc. | 10,599 | $3.75M | 0.2% | -5.0% | 0.002% | |
11/1/2024 | Fiera Capital Corp | 45,609 | $16.12M | 0.0% | +7.4% | 0.007% | |
11/1/2024 | Stiles Financial Services Inc | 8,559 | $3.03M | 1.1% | +1.2% | 0.001% | |
11/1/2024 | Summit Global Investments | 11,904 | $4.21M | 0.3% | -42.8% | 0.002% | |
10/31/2024 | TFB Advisors LLC | 727 | $0.26M | 0.1% | +8.3% | 0.000% | |
10/31/2024 | Confluence Investment Management LLC | 3,205 | $1.13M | 0.0% | -2.2% | 0.001% | |
10/31/2024 | Tandem Investment Advisors Inc. | 245,672 | $86.84M | 3.3% | -0.6% | 0.039% | |
10/31/2024 | Portside Wealth Group LLC | 16,769 | $5.93M | 1.0% | +1.5% | 0.003% | |
10/31/2024 | Consolidated Planning Corp | 971 | $0.34M | 0.1% | -21.4% | 0.000% | |
10/31/2024 | Western Pacific Wealth Management LP | 343 | $0.12M | 0.1% | +13.2% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 2,607 | $0.92M | 0.3% | -2.0% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 1,545 | $0.55M | 0.4% | +6.6% | 0.000% | |
10/31/2024 | Ascent Wealth Partners LLC | 36,447 | $12.88M | 1.8% | -1.3% | 0.006% | |
10/31/2024 | Washington Trust Bank | 2,219 | $0.78M | 0.1% | +11.2% | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 2,363 | $0.84M | 0.4% | -1.5% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 793,231 | $280.39M | 0.2% | -18.5% | 0.127% | |
10/31/2024 | Montecito Bank & Trust | 5,083 | $1.80M | 0.3% | -10.5% | 0.001% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 227,142 | $80.29M | 4.8% | -2.5% | 0.036% | |
10/31/2024 | Woodmont Investment Counsel LLC | 4,791 | $1.69M | 0.1% | -0.8% | 0.001% | |
10/31/2024 | Cozad Asset Management Inc. | 637 | $0.23M | 0.0% | N/A | 0.000% | |
10/31/2024 | WoodTrust Financial Corp | 832 | $0.29M | 0.0% | +21.6% | 0.000% | |
10/31/2024 | Graypoint LLC | 9,567 | $3.38M | 0.2% | +5.4% | 0.002% | |
10/31/2024 | Wealth Architects LLC | 1,506 | $0.53M | 0.1% | +3.9% | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 941 | $0.33M | 0.1% | +25.3% | 0.000% | |
10/31/2024 | M&G PLC | 292,808 | $103.36M | 0.5% | +34.1% | 0.047% | |
10/31/2024 | Two Point Capital Management Inc. | 43,719 | $15.45M | 5.6% | +1.2% | 0.007% | |
10/31/2024 | JNBA Financial Advisors | 862 | $0.31M | 0.0% | -14.0% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 35,591 | $12.58M | 0.4% | +70.6% | 0.006% | |
10/30/2024 | Umpqua Bank | 4,171 | $1.47M | 0.5% | +9.3% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 4,890 | $1.73M | 0.5% | -2.0% | 0.001% | |
10/30/2024 | Armor Investment Advisors LLC | 1,688 | $0.60M | 0.2% | -10.2% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 124,874 | $44.14M | 1.5% | -0.6% | 0.020% | |
10/30/2024 | Foster & Motley Inc. | 17,348 | $6.13M | 0.4% | +4.0% | 0.003% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 571 | $0.20M | 0.1% | N/A | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 22,131 | $7.82M | 1.2% | +21.6% | 0.004% | |
10/30/2024 | Callahan Advisors LLC | 30,728 | $10.86M | 1.1% | -2.4% | 0.005% | |
10/30/2024 | Catalina Capital Group LLC | 2,514 | $0.89M | 0.3% | +14.3% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 26,368 | $9.32M | 0.9% | -4.1% | 0.004% | |
10/30/2024 | Balentine LLC | 1,135 | $0.40M | 0.0% | +14.3% | 0.000% | |
10/30/2024 | HMS Capital Management LLC | 5,076 | $1.79M | 0.9% | +9.9% | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 1,274 | $0.45M | 0.0% | -11.2% | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 4,784 | $1.69M | 0.6% | +31.0% | 0.001% | |
10/30/2024 | Austin Private Wealth LLC | 1,536 | $0.54M | 0.1% | +4.4% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 2,380 | $0.84M | 0.1% | -39.7% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 215,909 | $76.32M | 1.5% | +0.5% | 0.035% | |
10/30/2024 | Heritage Investors Management Corp | 51,896 | $18.34M | 0.6% | +10.7% | 0.008% | |
10/30/2024 | Pittenger & Anderson Inc. | 91,316 | $32.28M | 1.2% | 0.0% | 0.015% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 1,617 | $0.57M | 0.4% | +24.8% | 0.000% | |
10/30/2024 | Amalgamated Bank | 125,957 | $44.52M | 0.4% | -0.7% | 0.020% | |
10/30/2024 | Central Bank & Trust Co. | 2,302 | $0.81M | 0.1% | -55.2% | 0.000% | |
10/30/2024 | ASB Consultores LLC | 889 | $0.31M | 0.1% | -37.4% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 21,585 | $7.63M | 1.9% | -5.2% | 0.003% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 14,772 | $5.22M | 0.7% | +8.7% | 0.002% | |
10/30/2024 | Gulf International Bank UK Ltd | 48,932 | $17.30M | 0.4% | -4.3% | 0.008% | |
10/30/2024 | FSM Wealth Advisors LLC | 2,392 | $0.85M | 0.2% | +3.8% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 1,903 | $0.67M | 0.1% | +1.8% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 34,152 | $12.07M | 0.0% | -9.5% | 0.005% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 523 | $0.19M | 0.1% | -7.1% | 0.000% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 242,566 | $85.74M | 0.6% | -2.0% | 0.039% | |
10/30/2024 | PDS Planning Inc | 2,760 | $0.98M | 0.1% | +11.4% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 15,682 | $5.54M | 2.8% | -2.7% | 0.003% | |
10/30/2024 | QRG Capital Management Inc. | 175,375 | $61.99M | 0.7% | +5.2% | 0.028% | |
10/30/2024 | Asset Management One Co. Ltd. | 249,086 | $88.05M | 0.3% | +1.0% | 0.040% | |
10/30/2024 | National Pension Service | 1,275,036 | $450.70M | 0.4% | +13.4% | 0.204% | |
10/30/2024 | Klingenstein Fields & Co. LP | 63,679 | $22.51M | 0.9% | +3.5% | 0.010% | |
10/30/2024 | Intact Investment Management Inc. | 3,950 | $1.40M | 0.0% | +5.6% | 0.001% | |
10/29/2024 | Northeast Investment Management | 126,880 | $44.85M | 2.0% | -0.4% | 0.020% | |
10/29/2024 | Ground Swell Capital LLC | 575 | $0.20M | 0.2% | N/A | 0.000% | |
10/29/2024 | Donaldson Capital Management LLC | 247,565 | $87.51M | 3.4% | +1.3% | 0.040% | |