7/3/2024 | Beese Fulmer Investment Management Inc. | 144,051 | $26.24M | 2.4% | +3.8% | 0.001% | |
7/3/2024 | Moody National Bank Trust Division | 57,560 | $10.49M | 0.8% | +4.5% | 0.000% | |
7/3/2024 | Curbstone Financial Management Corp | 7,480 | $1.36M | 0.3% | -3.2% | 0.000% | |
7/3/2024 | Hilltop Wealth Advisors LLC | 1,290 | $0.24M | 0.1% | N/A | 0.000% | |
7/3/2024 | First Financial Bank Trust Division | 87,878 | $16.01M | 1.6% | +7.6% | 0.001% | |
7/2/2024 | Global Wealth Strategies & Associates | 1,529 | $0.28M | 0.1% | -10.2% | 0.000% | |
7/2/2024 | Marcum Wealth LLC | 21,059 | $3.84M | 0.4% | +8.0% | 0.000% | |
7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 7,105 | $1.29M | 0.2% | -0.8% | 0.000% | |
7/2/2024 | M&R Capital Management Inc. | 127,761 | $23.27M | 5.6% | -0.8% | 0.001% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 380,015 | $69.22M | 2.1% | -2.0% | 0.003% | |
7/2/2024 | First Hawaiian Bank | 91,905 | $16.74M | 0.6% | -0.7% | 0.001% | |
7/2/2024 | GAMMA Investing LLC | 65,283 | $11.89M | 1.6% | +52.9% | 0.001% | |
7/2/2024 | Park Place Capital Corp | 18,513 | $3.37M | 1.1% | +18.2% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 77,877 | $14.19M | 1.0% | +9.0% | 0.001% | |
7/2/2024 | McAlister Sweet & Associates Inc. | 26,569 | $4.84M | 3.5% | -11.3% | 0.000% | |
7/2/2024 | Centre Asset Management LLC | 102,371 | $18.71M | 4.3% | -1.5% | 0.001% | |
7/2/2024 | Appleton Partners Inc. MA | 58,381 | $10.63M | 0.8% | -3.4% | 0.000% | |
7/2/2024 | Red Spruce Capital LLC | 66,120 | $12.04M | 5.6% | -0.3% | 0.001% | |
7/1/2024 | Neville Rodie & Shaw Inc. | 303,884 | $55.35M | 4.2% | -2.5% | 0.002% | |
7/1/2024 | Kathmere Capital Management LLC | 5,843 | $1.06M | 0.1% | -6.5% | 0.000% | |
7/1/2024 | Capital Market Strategies LLC | 11,148 | $2.03M | 1.3% | +4.5% | 0.000% | |
7/1/2024 | Cullen Investment Group LTD. | 12,931 | $2.36M | 0.4% | -2.8% | 0.000% | |
7/1/2024 | Jackson Wealth Management LLC | 25,197 | $4.59M | 1.0% | -45.1% | 0.000% | |
7/1/2024 | Confluence Investment Management LLC | 1,511 | $0.28M | 0.0% | -46.9% | 0.000% | |
7/1/2024 | Bank of New Hampshire | 53,718 | $9.79M | 2.5% | -2.0% | 0.000% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 13,242 | $2M | 1.0% | N/A | 0.000% | |
6/26/2024 | Old Port Advisors | 16,023 | $2.42M | 0.7% | +0.5% | 0.000% | |
6/25/2024 | Sensible Money LLC | 5,271 | $0.80M | 0.4% | -9.6% | 0.000% | |
6/24/2024 | Lazari Capital Management Inc. | 39,954 | $6.03M | 3.3% | +9.0% | 0.000% | |
6/21/2024 | Cape Investment Advisory Inc. | 22,713 | $3.43M | 1.6% | -8.6% | 0.000% | |
6/20/2024 | HM Payson & Co. | 529,798 | $79.96M | 1.5% | -1.9% | 0.004% | |
6/17/2024 | TruNorth Capital Management LLC | 2,444 | $0.37M | 0.1% | N/A | 0.000% | |
6/17/2024 | Chelsea Counsel Co. | 51,308 | $7.74M | 4.4% | -2.6% | 0.000% | |
6/13/2024 | NBW Capital LLC | 140,381 | $21.19M | 4.3% | +0.1% | 0.001% | |
6/13/2024 | Keynote Financial Services LLC | 14,270 | $2.15M | 1.8% | N/A | 0.000% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 5,654 | $0.85M | 0.1% | -17.3% | 0.000% | |
6/13/2024 | IMS Capital Management | 12,385 | $1.87M | 0.9% | +22.7% | 0.000% | |
6/11/2024 | Jackson Wealth Management LLC | 45,907 | $6.93M | 0.9% | +6.7% | 0.000% | |
6/11/2024 | American Trust | 8,590 | $1.30M | 0.1% | -0.8% | 0.000% | |
6/11/2024 | Cypress Asset Management Inc. TX | 28,822 | $4.44M | 1.2% | -3.6% | 0.000% | |
6/11/2024 | OMC Financial Services LTD | 28,005 | $4.23M | 2.1% | N/A | 0.000% | |
6/11/2024 | EverSource Wealth Advisors LLC | 97,039 | $15.80M | 1.2% | -0.2% | 0.001% | |
6/10/2024 | Hamilton Wealth LLC | 127,828 | $19.29M | 6.0% | +4.4% | 0.001% | |
6/7/2024 | Railway Pension Investments Ltd | 954,620 | $144.08M | 1.4% | -11.6% | 0.008% | |
6/5/2024 | Objective Capital Management LLC | 10,567 | $1.60M | 1.1% | +2.2% | 0.000% | |
6/4/2024 | DekaBank Deutsche Girozentrale | 11,596,975 | $1.75B | 3.3% | +10.5% | 0.094% | |
6/4/2024 | Tactive Advisors LLC | 5,193 | $0.78M | 0.4% | +16.1% | 0.000% | |
5/31/2024 | Maxwell Wealth Strategies Inc. | 24,205 | $3.65M | 1.8% | +256.1% | 0.000% | |
5/31/2024 | First Citizens Financial Corp | 3,559 | $0.54M | 0.3% | +31.3% | 0.000% | |
5/31/2024 | Ogborne Capital Management LLC | 150,000 | $22.64M | 5.7% | -50.0% | 0.001% | |
5/31/2024 | Portland Hill Asset Management Ltd | 34,610 | $5.22M | 12.6% | -4.9% | 0.000% | |
5/30/2024 | Cambridge Trust Co. | 480,406 | $72.51M | 2.7% | -0.3% | 0.004% | |
5/30/2024 | Motiv8 Investments LLC | 4,786 | $0.72M | 0.6% | +29.5% | 0.000% | |
5/30/2024 | EULAV Asset Management | 171,000 | $25.81M | 0.7% | -5.5% | 0.001% | |
5/30/2024 | Peninsula Wealth LLC | 6,025 | $0.91M | 0.1% | -2.7% | 0.000% | |
5/30/2024 | Spear Holdings RSC Ltd | 260,400 | $39.30M | 6.8% | N/A | 0.002% | |
5/29/2024 | Pathway Financial Advisers LLC | 2,892 | $0.44M | 0.2% | N/A | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 47,447 | $7.16M | 0.8% | -7.1% | 0.000% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 9,247 | $1.40M | 0.8% | N/A | 0.000% | |
5/29/2024 | Garde Capital Inc. | 53,675 | $8.10M | 0.6% | -5.5% | 0.000% | |
5/28/2024 | Boston Partners | 7,728,741 | $1.17B | 1.4% | +0.3% | 0.063% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 1,338,662 | $202.04M | 1.8% | -1.4% | 0.011% | |
5/24/2024 | Cetera Advisor Networks LLC | 556,046 | $83.92M | 0.4% | +5.6% | 0.004% | |
5/24/2024 | Cetera Advisors LLC | 671,691 | $101.38M | 0.8% | +72.8% | 0.005% | |
5/24/2024 | Cetera Investment Advisers | 1,529,729 | $230.88M | 0.5% | +164.7% | 0.012% | |
5/24/2024 | Invst LLC | 23,687 | $3.68M | 0.4% | -3.2% | 0.000% | |
5/24/2024 | PGGM Investments | 547,823 | $82.68M | 1.2% | +5.9% | 0.004% | |
5/24/2024 | Northwest Bank & Trust Co | 15,972 | $2.60M | 2.3% | -11.7% | 0.000% | |
5/23/2024 | Dock Street Asset Management Inc. | 5,064 | $0.76M | 0.1% | +13.5% | 0.000% | |
5/23/2024 | Raelipskie Partnership | 13,713 | $2.07M | 1.2% | -7.8% | 0.000% | |
5/23/2024 | Wellington Shields & Co. LLC | 15,699 | $2.19M | 0.8% | -0.7% | 0.000% | |
5/23/2024 | FSA Advisors Inc. | 3,146 | $0.48M | 0.5% | +45.8% | 0.000% | |
5/23/2024 | Redwood Grove Capital LLC | 102,400 | $15.59M | 4.6% | N/A | 0.001% | |
5/23/2024 | Austin Wealth Management LLC | 6,259 | $0.95M | 0.2% | +25.2% | 0.000% | |
5/22/2024 | Burney Co. | 259,784 | $39.21M | 1.5% | +3.7% | 0.002% | |
5/22/2024 | First City Capital Management Inc. | 6,480 | $0.98M | 0.5% | -1.0% | 0.000% | |
5/22/2024 | Orleans Capital Management Corp LA | 15,435 | $2.33M | 1.5% | +5.8% | 0.000% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 1,450 | $0.22M | 0.1% | +36.8% | 0.000% | |
5/22/2024 | Second Line Capital LLC | 18,310 | $2.76M | 0.9% | +5.2% | 0.000% | |
5/22/2024 | BigSur Wealth Management LLC | 11,040 | $1.67M | 0.5% | +961.5% | 0.000% | |
5/21/2024 | Atria Investments Inc | 342,892 | $51.81M | 0.7% | +4.0% | 0.003% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 210,571 | $31.78M | 1.1% | -0.1% | 0.002% | |
5/21/2024 | LRI Investments LLC | 4,741 | $0.72M | 0.1% | N/A | 0.000% | |
5/21/2024 | Altarock Partners LP | 4,285,110 | $646.75M | 13.9% | -11.8% | 0.035% | |
5/21/2024 | Arrow Financial Corp | 91,134 | $13.76M | 1.4% | -0.6% | 0.001% | |
5/20/2024 | Independent Wealth Network Inc. | 2,680 | $0.40M | 0.2% | +32.1% | 0.000% | |
5/20/2024 | Adams Wealth Management | 16,181 | $2.44M | 0.6% | +23.0% | 0.000% | |
5/20/2024 | Milestones Administradora de Recursos Ltda. | 278,775 | $42.08M | 22.6% | +494.8% | 0.002% | |
5/20/2024 | Virtu Financial LLC | 1,070,841 | $161.62M | 12.4% | -35.7% | 0.009% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 71,060 | $10.73M | 1.2% | +0.8% | 0.001% | |
5/20/2024 | Pacific Center for Financial Services | 3,525 | $0.53M | 0.2% | +5.5% | 0.000% | |
5/20/2024 | Highlander Capital Management LLC | 12,650 | $1.91M | 0.7% | -3.1% | 0.000% | |
5/17/2024 | Wahed Invest LLC | 118,078 | $17.82M | 4.1% | +16.8% | 0.001% | |
5/17/2024 | Citizens Financial Group Inc. RI | 239,711 | $36.18M | 1.2% | -1.9% | 0.002% | |
5/17/2024 | Artal Group S.A. | 7,000 | $1.06M | 0.0% | -10.3% | 0.000% | |
5/17/2024 | CCM Investment Advisers LLC | 166,019 | $25.06M | 3.0% | -1.5% | 0.001% | |
5/17/2024 | Vima LLC | 1,938 | $0.29M | 0.1% | +65.8% | 0.000% | |
5/17/2024 | Heartland Bank & Trust Co | 40,966 | $6.18M | 3.6% | -1.4% | 0.000% | |
5/17/2024 | National Wealth Management Group LLC | 6,719 | $1.01M | 0.8% | -24.1% | 0.000% | |
5/17/2024 | Kozak & Associates Inc. | 4,633 | $0.70M | 0.2% | -4.7% | 0.000% | |