10/4/2024 | Thrive Wealth Management LLC | 22,737 | $3.80M | 0.7% | -9.6% | 0.000% | |
10/4/2024 | jvl associates llc | 9,709 | $1.62M | 0.6% | +1.8% | 0.000% | |
10/4/2024 | Sowell Financial Services LLC | 81,293 | $13.59M | 0.6% | -7.5% | 0.001% | |
10/4/2024 | HBW Advisory Services LLC | 16,108 | $2.69M | 0.4% | +7.2% | 0.000% | |
10/4/2024 | Chemung Canal Trust Co. | 67,504 | $11.29M | 2.3% | +31.0% | 0.001% | |
10/4/2024 | MRA Advisory Group | 11,686 | $1.95M | 1.1% | +6.5% | 0.000% | |
10/4/2024 | Franchise Capital Ltd | 40,778 | $6.82M | 2.5% | -51.7% | 0.000% | |
10/3/2024 | Rockland Trust Co. | 20,507 | $3.43M | 0.2% | -6.2% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 2,103 | $0.35M | 0.2% | +15.6% | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 5,029 | $0.84M | 0.1% | +2.8% | 0.000% | |
10/3/2024 | Private Client Services LLC | 8,762 | $1.47M | 0.8% | -38.0% | 0.000% | |
10/3/2024 | Granite Bay Wealth Management LLC | 33,268 | $5.56M | 3.1% | +16.4% | 0.000% | |
10/3/2024 | Monterey Private Wealth Inc. | 10,476 | $1.75M | 0.6% | -2.8% | 0.000% | |
10/3/2024 | Apella Capital LLC | 6,664 | $1.12M | 0.0% | +53.5% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 105,169 | $17.58M | 0.2% | -6.3% | 0.001% | |
10/3/2024 | Delta Financial Group Inc. | 27,708 | $4.63M | 1.7% | +0.6% | 0.000% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 16,708 | $2.79M | 0.5% | -0.7% | 0.000% | |
10/3/2024 | Sterneck Capital Management LLC | 23,204 | $3.88M | 2.1% | -2.8% | 0.000% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 58,355 | $9.76M | 0.9% | -6.3% | 0.000% | |
10/3/2024 | Farmers Trust Co. | 2,872 | $0.48M | 0.1% | +17.0% | 0.000% | |
10/3/2024 | Single Point Partners LLC | 7,525 | $1.26M | 1.9% | -4.8% | 0.000% | |
10/3/2024 | Marotta Asset Management | 1,821 | $0.30M | 0.1% | +44.4% | 0.000% | |
10/3/2024 | Meritas Wealth Management LLC | 1,516 | $0.25M | 0.2% | +4.6% | 0.000% | |
10/3/2024 | Unique Wealth LLC | 3,375 | $0.56M | 0.1% | +2.3% | 0.000% | |
10/3/2024 | Curbstone Financial Management Corp | 39,617 | $6.62M | 1.4% | -11.9% | 0.000% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 7,980 | $1.33M | 1.0% | -1.5% | 0.000% | |
10/3/2024 | Czech National Bank | 978,396 | $163.58M | 1.6% | +5.1% | 0.008% | |
10/3/2024 | AMF Tjanstepension AB | 2,328,161 | $389.28M | 2.8% | -36.7% | 0.019% | |
10/2/2024 | Central Pacific Bank Trust Division | 34,968 | $5.85M | 0.7% | -40.5% | 0.000% | |
10/2/2024 | Boltwood Capital Management | 2,575 | $0.43M | 0.1% | +4.0% | 0.000% | |
10/2/2024 | Kades & Cheifetz LLC | 6,584 | $1.10M | 0.6% | -1.7% | 0.000% | |
10/2/2024 | General Partner Inc. | 40,729 | $6.81M | 4.2% | -4.7% | 0.000% | |
10/2/2024 | Armstrong Henry H Associates Inc. | 98,736 | $16.51M | 1.6% | -0.5% | 0.001% | |
10/2/2024 | Trust Co of the South | 8,637 | $1.44M | 0.3% | +17.2% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 227,036 | $37.96M | 1.1% | +3.5% | 0.002% | |
10/2/2024 | Trust Co. of Toledo NA OH | 41,096 | $6.87M | 0.9% | -1.0% | 0.000% | |
10/2/2024 | Weybosset Research & Management LLC | 1,460 | $0.24M | 0.1% | -6.4% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 29,060 | $4.86M | 0.9% | +6.6% | 0.000% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 14,940 | $2.50M | 1.6% | -11.5% | 0.000% | |
10/2/2024 | M&R Capital Management Inc. | 54,282 | $9.08M | 2.0% | -1.3% | 0.000% | |
10/2/2024 | Doliver Advisors LP | 44,086 | $7.37M | 2.0% | -7.1% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 160,328 | $26.81M | 2.0% | -1.4% | 0.001% | |
10/1/2024 | Jacobs & Co. CA | 95,681 | $16M | 1.6% | -0.1% | 0.001% | |
10/1/2024 | Park National Corp OH | 13,563 | $2.27M | 0.1% | -10.5% | 0.000% | |
10/1/2024 | Emprise Bank | 11,083 | $1.85M | 1.1% | -3.8% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 8,029 | $1.34M | 0.1% | -14.4% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 1,020 | $0.17M | 0.1% | +21.4% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 151,351 | $25.30M | 1.9% | -3.1% | 0.001% | |
9/30/2024 | Mattson Financial Services LLC | 41,402 | $7.59M | 2.7% | N/A | 0.000% | |
9/30/2024 | Ashburton Jersey Ltd | 128,358 | $23.68M | 10.0% | N/A | 0.001% | |
9/26/2024 | Alternative Investment Advisors LLC. | 1,180 | $0.22M | 0.1% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 69,259 | $12.70M | 0.8% | +111.0% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 90,258 | $16.56M | 1.7% | -2.2% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 895,354 | $164.23M | 0.5% | -12.1% | 0.007% | |
9/18/2024 | Sensible Money LLC | 3,378 | $0.62M | 0.3% | -5.9% | 0.000% | |
9/12/2024 | American Trust | 9,103 | $1.67M | 0.1% | -8.3% | 0.000% | |
9/11/2024 | Summit Wealth Partners LLC | 2,290 | $0.42M | 0.1% | +9.6% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 18,814 | $3.45M | 1.3% | +29.5% | 0.000% | |
9/10/2024 | SS&H Financial Advisors Inc. | 23,470 | $4.30M | 1.7% | +5.4% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 786,439 | $144.25M | 4.3% | -9.3% | 0.006% | |
9/10/2024 | Cannon Financial Strategists Inc. | 1,459 | $0.27M | 0.1% | N/A | 0.000% | |
9/10/2024 | Brightwater Advisory LLC | 2,419 | $0.44M | 0.3% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 9,010 | $1.73M | 0.6% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 2,660 | $0.49M | 0.2% | N/A | 0.000% | |
9/6/2024 | Cim LLC | 7,453 | $1.37M | 0.2% | -2.0% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 401,523 | $69.74M | 0.5% | N/A | 0.003% | |
9/4/2024 | Coronation Fund Managers Ltd. | 32,846 | $6.03M | 0.3% | -11.7% | 0.000% | |
8/30/2024 | Creekside Partners | 2,901 | $0.53M | 0.3% | N/A | 0.000% | |
8/30/2024 | Brown Financial Advisors | 23,384 | $4.29M | 1.9% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 52,465 | $9.62M | 5.1% | -4.0% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 3,149 | $0.61M | 0.2% | N/A | 0.000% | |
8/29/2024 | Maven Securities LTD | 30,590 | $5.61M | 0.1% | -50.6% | 0.000% | |
8/28/2024 | Farmers National Bank | 8,927 | $1.64M | 0.5% | +91.9% | 0.000% | |
8/28/2024 | RiverFront Investment Group LLC | 214,555 | $39.35M | 1.0% | +14.0% | 0.002% | |
8/27/2024 | Clearbridge Investments LLC | 1,038,566 | $190.49M | 0.2% | -11.3% | 0.008% | |
8/27/2024 | Dana Investment Advisors Inc. | 55,278 | $10.14M | 0.3% | -1.1% | 0.000% | |
8/27/2024 | New Wave Wealth Advisors LLC | 5,386 | $0.99M | 0.5% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 7,077 | $1.30M | 0.3% | +7.8% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 2,098 | $0.39M | 0.2% | N/A | 0.000% | |
8/26/2024 | Wealthquest Corp | 2,568 | $0.47M | 0.1% | +17.4% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 672,830 | $123.41M | 1.1% | -10.1% | 0.005% | |
8/26/2024 | Founders Financial Alliance LLC | 7,827 | $1.44M | 0.4% | +2.2% | 0.000% | |
8/22/2024 | Aldebaran Financial Inc. | 9,966 | $1.83M | 2.5% | +2.7% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 994,587 | $182.43M | 0.4% | -7.1% | 0.008% | |
8/22/2024 | 3Chopt Investment Partners LLC | 49,158 | $9.02M | 2.8% | +5.0% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 1,565 | $0.29M | 0.0% | N/A | 0.000% | |
8/21/2024 | Granite Bay Wealth Management LLC | 28,585 | $5.24M | 0.2% | +8.4% | 0.000% | |
8/21/2024 | Ted Buchan & Co | 15,972 | $2.93M | 1.6% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 15,536 | $2.85M | 0.1% | +9.2% | 0.000% | |
8/21/2024 | IMS Capital Management | 33,745 | $5.70M | 2.6% | +4.4% | 0.000% | |
8/21/2024 | Truist Financial Corp | 3,793,314 | $695.77M | 1.1% | -1.0% | 0.031% | |
8/20/2024 | Next Capital Management LLC | 7,389 | $1.36M | 0.6% | -5.8% | 0.000% | |
8/20/2024 | Senator Investment Group LP | 275,000 | $50.44M | 2.5% | -35.3% | 0.002% | |
8/19/2024 | HWG Holdings LP | 219 | $40K | 0.0% | N/A | 0.000% | |
8/19/2024 | Garde Capital Inc. | 47,931 | $8.79M | 0.6% | -0.3% | 0.000% | |
8/19/2024 | Chase Investment Counsel Corp | 1,243 | $0.23M | 0.1% | N/A | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 209,330 | $38.40M | 0.4% | +6.4% | 0.002% | |
8/19/2024 | Brandes Investment Partners LP | 470,768 | $86.44M | 1.1% | +17.7% | 0.004% | |
8/19/2024 | Kimelman & Baird LLC | 37,359 | $6.85M | 0.6% | N/A | 0.000% | |
8/19/2024 | Brown Shipley& Co Ltd | 99,997 | $18.34M | 8.3% | -3.0% | 0.001% | |