11/1/2024 | Pegasus Partners Ltd. | 857 | $0.44M | 0.0% | +23.7% | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 1,643 | $0.85M | 0.3% | +126.0% | 0.000% | |
11/1/2024 | Executive Wealth Management LLC | 10,331 | $5.35M | 0.7% | +3.7% | 0.002% | |
11/1/2024 | Washington Trust Advisors Inc. | 785 | $0.41M | 0.0% | +29.8% | 0.000% | |
11/1/2024 | Crumly & Associates Inc. | 505 | $0.26M | 0.1% | N/A | 0.000% | |
11/1/2024 | United Bank | 2,596 | $1.34M | 0.6% | +19.7% | 0.001% | |
11/1/2024 | Seascape Capital Management | 5,993 | $3.10M | 1.1% | -2.1% | 0.001% | |
11/1/2024 | Windward Capital Management Co. CA | 2,003 | $1.04M | 0.1% | +74.9% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 2,512 | $1.30M | 0.1% | N/A | 0.001% | |
11/1/2024 | Equitable Trust Co. | 8,437 | $4.37M | 0.3% | +46.3% | 0.002% | |
11/1/2024 | Fiera Capital Corp | 405,776 | $210.10M | 0.6% | -0.8% | 0.092% | |
11/1/2024 | Capital Performance Advisors LLP | 199 | $0.10M | 0.0% | N/A | 0.000% | |
11/1/2024 | Stiles Financial Services Inc | 4,335 | $2.24M | 0.8% | +8.8% | 0.001% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 2,354 | $1.22M | 0.4% | +1.2% | 0.001% | |
11/1/2024 | Palmer Knight Co | 14,276 | $7.39M | 3.2% | +0.3% | 0.003% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 4,022 | $2.08M | 0.3% | -2.5% | 0.001% | |
11/1/2024 | Summit Global Investments | 1,443 | $0.75M | 0.0% | -23.9% | 0.000% | |
11/1/2024 | Bensler LLC | 5,417 | $2.81M | 0.4% | -3.1% | 0.001% | |
11/1/2024 | Vista Capital Partners Inc. | 474 | $0.25M | 0.0% | N/A | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 472 | $0.24M | 0.1% | N/A | 0.000% | |
10/31/2024 | ARK Investment Management LLC | 151 | $78K | 0.0% | +98.7% | 0.000% | |
10/31/2024 | Portside Wealth Group LLC | 13,763 | $7.13M | 1.2% | +26.1% | 0.003% | |
10/31/2024 | JB Capital LLC | 677 | $0.35M | 0.0% | +25.4% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 2,661 | $1.38M | 0.4% | +4.7% | 0.001% | |
10/31/2024 | Valley Brook Capital Group Inc. | 2,329 | $1.21M | 0.9% | +5.1% | 0.001% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 9,739 | $5.04M | 0.1% | +1.2% | 0.002% | |
10/31/2024 | General American Investors Co. Inc. | 33,500 | $17.35M | 1.2% | +17.5% | 0.008% | |
10/31/2024 | Washington Trust Bank | 35,516 | $18.39M | 1.8% | +1.3% | 0.008% | |
10/31/2024 | Olympiad Research LP | 1,534 | $0.79M | 0.5% | N/A | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,833,183 | $949.19M | 0.5% | -7.2% | 0.413% | |
10/31/2024 | Montecito Bank & Trust | 3,212 | $1.66M | 0.3% | +34.9% | 0.001% | |
10/31/2024 | Malaga Cove Capital LLC | 5,834 | $3.02M | 1.2% | -1.0% | 0.001% | |
10/31/2024 | Advisor Resource Council | 1,212 | $0.63M | 0.3% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 4,749 | $2.46M | 0.2% | +17.3% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 815 | $0.42M | 0.3% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 31,801 | $16.47M | 1.9% | -1.5% | 0.007% | |
10/31/2024 | D.B. Root & Company LLC | 458 | $0.24M | 0.1% | N/A | 0.000% | |
10/31/2024 | M&G PLC | 137,585 | $71.27M | 0.4% | +8.3% | 0.031% | |
10/31/2024 | Concurrent Investment Advisors LLC | 4,153 | $2.15M | 0.1% | +10.0% | 0.001% | |
10/30/2024 | Maia Wealth LLC | 3,149 | $1.52M | 0.4% | +35.0% | 0.001% | |
10/30/2024 | Umpqua Bank | 3,066 | $1.59M | 0.6% | +4.3% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 1,784 | $0.92M | 0.3% | -2.8% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 42,513 | $22.01M | 0.7% | -6.3% | 0.010% | |
10/30/2024 | Radnor Capital Management LLC | 425 | $0.22M | 0.0% | N/A | 0.000% | |
10/30/2024 | Callahan Advisors LLC | 11,185 | $5.79M | 0.6% | +26.4% | 0.003% | |
10/30/2024 | 1834 Investment Advisors Co. | 1,997 | $1.03M | 0.1% | +2.0% | 0.000% | |
10/30/2024 | Wisconsin Capital Management LLC | 10,109 | $5.23M | 2.7% | -0.8% | 0.002% | |
10/30/2024 | Catalina Capital Group LLC | 1,389 | $0.72M | 0.2% | +15.8% | 0.000% | |
10/30/2024 | Northstar Asset Management Inc. | 13,747 | $7.12M | 1.7% | -1.6% | 0.003% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 78,295 | $40.54M | 1.6% | -3.8% | 0.018% | |
10/30/2024 | Beacon Financial Advisory LLC | 498 | $0.26M | 0.1% | +4.8% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 2,000 | $1.04M | 0.0% | +11.0% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 637 | $0.33M | 0.0% | -85.7% | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 7,535 | $3.90M | 1.5% | -1.6% | 0.002% | |
10/30/2024 | Bailard Inc. | 51,709 | $26.77M | 0.7% | -1.0% | 0.012% | |
10/30/2024 | HF Advisory Group LLC | 2,796 | $1.45M | 0.7% | +2.8% | 0.001% | |
10/30/2024 | Fiduciary Family Office LLC | 3,865 | $2M | 0.7% | -2.2% | 0.001% | |
10/30/2024 | Cornerstone Capital Inc. | 1,249 | $0.65M | 0.1% | -9.1% | 0.000% | |
10/30/2024 | Falcon Wealth Planning | 1,214 | $0.63M | 0.1% | +3.6% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 4,651 | $2.41M | 0.2% | +9.3% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 149,968 | $77.65M | 1.5% | +1.0% | 0.034% | |
10/30/2024 | Heritage Investors Management Corp | 47,976 | $24.84M | 0.8% | +15.2% | 0.011% | |
10/30/2024 | Pittenger & Anderson Inc. | 3,005 | $1.56M | 0.1% | +7.3% | 0.001% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 1,037 | $0.54M | 0.4% | -10.8% | 0.000% | |
10/30/2024 | Amalgamated Bank | 97,041 | $50.25M | 0.4% | +0.8% | 0.022% | |
10/30/2024 | United Advisor Group LLC | 2,047 | $1.06M | 0.2% | -30.6% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 22,004 | $11.39M | 1.6% | -7.3% | 0.005% | |
10/30/2024 | Stoneridge Investment Partners LLC | 7,035 | $3.64M | 1.4% | -20.8% | 0.002% | |
10/30/2024 | James J. Burns & Company LLC | 415 | $0.22M | 0.0% | +5.6% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 11,970 | $6.20M | 1.5% | +10.8% | 0.003% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 6,189 | $3.20M | 0.4% | -1.1% | 0.001% | |
10/30/2024 | Gulf International Bank UK Ltd | 35,102 | $18.18M | 0.5% | -4.2% | 0.008% | |
10/30/2024 | Moloney Securities Asset Management LLC | 7,562 | $3.92M | 0.5% | +28.9% | 0.002% | |
10/30/2024 | Legacy CG LLC | 5,773 | $2.99M | 1.0% | N/A | 0.001% | |
10/30/2024 | Catalyst Capital Advisors LLC | 516 | $0.27M | 0.0% | +20.3% | 0.000% | |
10/30/2024 | Rational Advisors LLC | 1,000 | $0.52M | 0.0% | N/A | 0.000% | |
10/30/2024 | Capital Investment Services of America Inc. | 59,578 | $30.85M | 2.9% | -5.5% | 0.013% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 1,488 | $0.78M | 0.4% | +9.7% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 74,029 | $38.33M | 2.2% | -23.4% | 0.017% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 174,874 | $90.55M | 0.6% | -2.1% | 0.039% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 18,132 | $9.39M | 2.1% | +3.7% | 0.004% | |
10/30/2024 | PDS Planning Inc | 3,657 | $1.89M | 0.2% | +2.7% | 0.001% | |
10/30/2024 | TKG Advisors LLC | 917 | $0.48M | 0.2% | +58.7% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 8,726 | $4.52M | 1.7% | +2.8% | 0.002% | |
10/30/2024 | QRG Capital Management Inc. | 71,071 | $36.80M | 0.4% | -12.5% | 0.016% | |
10/30/2024 | Asset Management One Co. Ltd. | 212,429 | $109.99M | 0.4% | +3.0% | 0.048% | |
10/30/2024 | National Pension Service | 878,795 | $455.02M | 0.4% | +13.2% | 0.198% | |
10/30/2024 | Silicon Valley Capital Partners | 5,736 | $2.97M | 0.4% | +7.8% | 0.001% | |
10/30/2024 | Cohen Capital Management Inc. | 2,437 | $1.26M | 0.2% | +13.5% | 0.001% | |
10/30/2024 | Klingenstein Fields & Co. LP | 25,042 | $12.97M | 0.5% | +3.6% | 0.006% | |
10/30/2024 | Intact Investment Management Inc. | 2,350 | $1.22M | 0.0% | -4.9% | 0.001% | |
10/29/2024 | Old North State Wealth Management LLC | 1,204 | $0.62M | 0.3% | -2.9% | 0.000% | |
10/29/2024 | Centennial Bank AR | 2,583 | $1.34M | 0.6% | -0.8% | 0.001% | |
10/29/2024 | Capitol Family Office Inc. | 3,025 | $1.57M | 1.9% | -3.2% | 0.001% | |
10/29/2024 | Northeast Investment Management | 23,458 | $12.15M | 0.5% | -11.4% | 0.005% | |
10/29/2024 | Citizens National Bank Trust Department | 5,585 | $2.89M | 0.6% | -2.8% | 0.001% | |
10/29/2024 | Donaldson Capital Management LLC | 10,124 | $5.24M | 0.2% | +2.8% | 0.002% | |
10/29/2024 | KG&L Capital Management LLC | 1,456 | $0.75M | 0.2% | -35.3% | 0.000% | |
10/29/2024 | Forum Financial Management LP | 3,835 | $1.99M | 0.0% | +0.8% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 409,095 | $211.82M | 0.4% | +24.5% | 0.092% | |