10/3/2024 | Unique Wealth LLC | 20,245 | $3.36M | 0.8% | +17.2% | 0.000% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 6,063 | $1.01M | 0.8% | -8.2% | 0.000% | |
10/3/2024 | Czech National Bank | 1,193,541 | $197.95M | 2.0% | +6.6% | 0.010% | |
10/2/2024 | Central Pacific Bank Trust Division | 40,354 | $6.69M | 0.8% | -10.5% | 0.000% | |
10/2/2024 | Boltwood Capital Management | 22,707 | $3.77M | 1.1% | +4.1% | 0.000% | |
10/2/2024 | Kades & Cheifetz LLC | 3,252 | $0.54M | 0.3% | -4.1% | 0.000% | |
10/2/2024 | JLB & Associates Inc. | 24,229 | $4.05M | 0.5% | +36.6% | 0.000% | |
10/2/2024 | Armstrong Henry H Associates Inc. | 36,185 | $6M | 0.6% | -0.5% | 0.000% | |
10/2/2024 | Cascade Investment Advisors Inc. | 18,178 | $3.02M | 1.9% | +0.8% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 361,170 | $59.90M | 1.7% | -5.0% | 0.003% | |
10/2/2024 | Trust Co. of Toledo NA OH | 94,880 | $15.74M | 2.1% | +3.4% | 0.001% | |
10/2/2024 | Weybosset Research & Management LLC | 60,766 | $10.08M | 3.4% | +2,350.2% | 0.000% | |
10/2/2024 | First Community Trust NA | 19,716 | $3.27M | 2.7% | +0.6% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 9,685 | $1.61M | 0.3% | +12.7% | 0.000% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 63,311 | $10.50M | 6.8% | +1.7% | 0.001% | |
10/2/2024 | American National Bank & Trust | 238,262 | $39.52M | 4.7% | -0.1% | 0.002% | |
10/2/2024 | M&R Capital Management Inc. | 126,832 | $21.04M | 4.6% | -0.7% | 0.001% | |
10/2/2024 | McAlister Sweet & Associates Inc. | 28,308 | $4.70M | 3.9% | +6.5% | 0.000% | |
10/1/2024 | Davis Capital Management | 2,060 | $0.34M | 0.3% | +35.4% | 0.000% | |
10/1/2024 | Norman Fields Gottscho Capital Management LLC | 31,255 | $5.18M | 1.7% | -1.3% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 57,002 | $9.45M | 0.7% | -2.4% | 0.000% | |
10/1/2024 | Jacobs & Co. CA | 95,512 | $15.84M | 1.6% | +1.8% | 0.001% | |
10/1/2024 | Park National Corp OH | 420,818 | $69.79M | 2.4% | -2.1% | 0.003% | |
10/1/2024 | Bridge Advisory LLC | 6,340 | $1.05M | 0.5% | -1.0% | 0.000% | |
10/1/2024 | Emprise Bank | 11,229 | $1.86M | 1.1% | -5.4% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 87,285 | $14.48M | 1.3% | -0.7% | 0.001% | |
10/1/2024 | Global Wealth Strategies & Associates | 1,841 | $0.31M | 0.1% | +20.4% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 295,739 | $49.05M | 3.6% | -2.7% | 0.002% | |
9/30/2024 | Ashburton Jersey Ltd | 7,256 | $1.33M | 0.6% | N/A | 0.000% | |
9/27/2024 | Sage Advisors LLC | 1,283 | $0.23M | 0.2% | N/A | 0.000% | |
9/26/2024 | Alternative Investment Advisors LLC. | 10,703 | $1.95M | 1.1% | N/A | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 66,311 | $12.08M | 5.3% | -11.0% | 0.001% | |
9/23/2024 | Centaurus Financial Inc. | 50,059 | $9.12M | 0.6% | +23.7% | 0.000% | |
9/20/2024 | Anchor Investment Management LLC | 94,253 | $17.17M | 1.8% | -1.7% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 682,035 | $124.23M | 0.4% | -65.9% | 0.006% | |
9/18/2024 | Sensible Money LLC | 5,133 | $0.94M | 0.5% | -2.6% | 0.000% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 62,657 | $11.41M | 2.2% | +2.8% | 0.001% | |
9/12/2024 | American Trust | 9,543 | $1.74M | 0.1% | +11.1% | 0.000% | |
9/11/2024 | Summit Wealth Partners LLC | 1,144 | $0.21M | 0.0% | N/A | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 8,588 | $1.56M | 0.6% | -3.0% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 473,859 | $86.31M | 2.6% | -9.0% | 0.004% | |
9/10/2024 | Brightwater Advisory LLC | 2,336 | $0.43M | 0.3% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 9,400 | $1.79M | 0.6% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 53,088 | $9.67M | 4.4% | +32.9% | 0.000% | |
9/6/2024 | Cim LLC | 147,724 | $26.91M | 4.0% | -1.7% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 816,439 | $140.39M | 1.0% | N/A | 0.007% | |
9/4/2024 | Coronation Fund Managers Ltd. | 263,500 | $48M | 2.1% | -57.9% | 0.002% | |
9/3/2024 | Clear Rock Advisors LLC | 4,026 | $0.74M | 0.3% | +107.5% | 0.000% | |
8/30/2024 | Creekside Partners | 5,462 | $1M | 0.6% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 9,950 | $1.81M | 1.0% | -11.0% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 3,942 | $0.74M | 0.2% | N/A | 0.000% | |
8/28/2024 | RiverFront Investment Group LLC | 4,868 | $0.89M | 0.0% | +171.8% | 0.000% | |
8/28/2024 | Sycomore Asset Management | 46,363 | $8.53M | 1.5% | -4.0% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 14,600 | $2.66M | 0.2% | N/A | 0.000% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 2,448 | $0.45M | 0.2% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 6,358 | $1.16M | 0.2% | +4.4% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 6,939,456 | $1.26B | 1.0% | +115.4% | 0.056% | |
8/27/2024 | Dana Investment Advisors Inc. | 385,859 | $70.28M | 2.4% | -5.3% | 0.003% | |
8/27/2024 | New Wave Wealth Advisors LLC | 5,929 | $1.08M | 0.6% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 13,172 | $2.40M | 0.6% | +6.6% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 13,086 | $2.38M | 1.0% | -40.5% | 0.000% | |
8/26/2024 | Wealthquest Corp | 5,396 | $0.98M | 0.1% | -6.6% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 1,290,913 | $235.14M | 2.1% | -3.6% | 0.010% | |
8/26/2024 | Founders Financial Alliance LLC | 21,485 | $3.91M | 1.2% | +1.4% | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 17,070 | $3.11M | 2.0% | +10.6% | 0.000% | |
8/23/2024 | Troy Asset Management Ltd | 1,989,203 | $362.33M | 11.7% | -1.7% | 0.016% | |
8/22/2024 | Cetera Investment Advisers | 1,443,228 | $262.88M | 0.6% | -5.7% | 0.012% | |
8/22/2024 | 3Chopt Investment Partners LLC | 5,725 | $1.04M | 0.3% | N/A | 0.000% | |
8/22/2024 | LHM Inc. | 26,045 | $4.74M | 2.0% | +38.8% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 41,276 | $7.52M | 4.3% | +0.8% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 11,457 | $2.09M | 0.2% | +9.4% | 0.000% | |
8/21/2024 | Granite Bay Wealth Management LLC | 1,962 | $0.36M | 0.0% | +16.6% | 0.000% | |
8/21/2024 | Graham Capital Wealth Management LLC | 10,891 | $1.98M | 2.7% | -1.2% | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 9,679 | $1.76M | 0.1% | +40.8% | 0.000% | |
8/21/2024 | IMS Capital Management | 13,577 | $2.27M | 1.0% | +9.6% | 0.000% | |
8/21/2024 | Truist Financial Corp | 2,634,767 | $479.92M | 0.7% | -0.1% | 0.021% | |
8/21/2024 | Regency Capital Management Inc. DE | 5,784 | $1.05M | 0.7% | +4.0% | 0.000% | |
8/20/2024 | Pathway Financial Advisers LLC | 3,358 | $0.61M | 0.2% | +16.1% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 5,180 | $0.94M | 0.4% | -10.4% | 0.000% | |
8/19/2024 | HWG Holdings LP | 51,699 | $9.42M | 3.5% | N/A | 0.000% | |
8/19/2024 | Garde Capital Inc. | 52,795 | $9.62M | 0.7% | -1.6% | 0.000% | |
8/19/2024 | Chase Investment Counsel Corp | 54,564 | $9.94M | 3.3% | +94.2% | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 869,170 | $158.32M | 1.7% | +2.8% | 0.007% | |
8/19/2024 | Brandes Investment Partners LP | 414,107 | $75.52M | 0.9% | +3.3% | 0.003% | |
8/19/2024 | Kimelman & Baird LLC | 287,643 | $52.39M | 4.3% | N/A | 0.002% | |
8/19/2024 | Brown Shipley& Co Ltd | 56,746 | $10.34M | 4.7% | -7.2% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 198,435 | $36.15M | 0.9% | -6.3% | 0.002% | |
8/16/2024 | Gateway Wealth Partners LLC | 10,765 | $1.96M | 0.6% | +4.6% | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 6,099 | $1.11M | 0.9% | N/A | 0.000% | |
8/16/2024 | Saratoga Research & Investment Management | 964,746 | $175.73M | 8.0% | -3.6% | 0.008% | |
8/16/2024 | Wallace Capital Management Inc. | 3,040 | $0.55M | 0.1% | +19.7% | 0.000% | |
8/16/2024 | Core Alternative Capital | 49,997 | $9.11M | 1.8% | -21.2% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 50,138 | $9.13M | 0.6% | +5.5% | 0.000% | |
8/16/2024 | Quarry LP | 292 | $53K | 0.0% | N/A | 0.000% | |
8/16/2024 | Invst LLC | 26,408 | $4.83M | 0.5% | +11.5% | 0.000% | |
8/16/2024 | Teewinot Capital Advisers L.L.C. | 597,306 | $108.80M | 10.7% | +9.1% | 0.005% | |
8/16/2024 | Second Line Capital LLC | 18,609 | $3.39M | 1.0% | +1.6% | 0.000% | |
8/16/2024 | Seaport Global Advisors LLC | 6,500 | $1.18M | 4.2% | -70.0% | 0.000% | |
8/16/2024 | Wallace Advisory Group LLC | 13,040 | $2.38M | 1.7% | -4.3% | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 50,118 | $9.13M | 0.9% | +6.1% | 0.000% | |