7/3/2024 | Beese Fulmer Investment Management Inc. | 134,210 | $24.62M | 2.2% | -1.1% | 0.001% | |
7/3/2024 | Moody National Bank Trust Division | 40,005 | $7.34M | 0.6% | -2.9% | 0.000% | |
7/3/2024 | Curbstone Financial Management Corp | 44,987 | $8.25M | 1.8% | -3.7% | 0.000% | |
7/3/2024 | First Financial Bank Trust Division | 9,381 | $1.72M | 0.2% | +28.0% | 0.000% | |
7/3/2024 | Hoese & Co LLP | 260 | $45K | 0.0% | +62.5% | 0.000% | |
7/2/2024 | Modus Advisors LLC | 38,941 | $7.14M | 2.5% | +1.5% | 0.000% | |
7/2/2024 | Global Wealth Strategies & Associates | 840 | $0.15M | 0.1% | -8.2% | 0.000% | |
7/2/2024 | Marcum Wealth LLC | 17,726 | $3.25M | 0.3% | +3.6% | 0.000% | |
7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 112,504 | $20.64M | 2.5% | +1.7% | 0.001% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 219,447 | $40.25M | 1.2% | +3.0% | 0.002% | |
7/2/2024 | First Hawaiian Bank | 81,200 | $14.89M | 0.5% | -17.6% | 0.001% | |
7/2/2024 | GAMMA Investing LLC | 53,976 | $9.90M | 1.3% | +44.9% | 0.000% | |
7/2/2024 | Park Place Capital Corp | 3,980 | $0.73M | 0.2% | -31.4% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 71,514 | $13.12M | 0.9% | +8.0% | 0.001% | |
7/2/2024 | Appleton Partners Inc. MA | 162,685 | $29.84M | 2.3% | -2.1% | 0.001% | |
7/2/2024 | Red Spruce Capital LLC | 9,893 | $1.82M | 0.8% | -0.8% | 0.000% | |
7/1/2024 | Neville Rodie & Shaw Inc. | 156,178 | $28.65M | 2.2% | -2.6% | 0.001% | |
7/1/2024 | Kathmere Capital Management LLC | 12,087 | $2.22M | 0.3% | -22.1% | 0.000% | |
7/1/2024 | Capital Market Strategies LLC | 8,320 | $1.53M | 1.0% | +14.4% | 0.000% | |
7/1/2024 | Cullen Investment Group LTD. | 99,692 | $18.29M | 2.9% | -4.5% | 0.001% | |
7/1/2024 | Jackson Wealth Management LLC | 24,147 | $4.43M | 0.9% | -41.3% | 0.000% | |
7/1/2024 | Confluence Investment Management LLC | 416,824 | $76.45M | 1.1% | -4.8% | 0.003% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 20,646 | $3.14M | 1.6% | N/A | 0.000% | |
6/25/2024 | Sensible Money LLC | 3,588 | $0.55M | 0.3% | -5.3% | 0.000% | |
6/21/2024 | Cape Investment Advisory Inc. | 13,547 | $2.06M | 1.0% | -17.2% | 0.000% | |
6/20/2024 | HM Payson & Co. | 1,394,884 | $212.39M | 3.9% | -1.2% | 0.011% | |
6/17/2024 | Chelsea Counsel Co. | 56,660 | $8.63M | 4.9% | -0.7% | 0.000% | |
6/13/2024 | Keynote Financial Services LLC | 4,910 | $0.75M | 0.6% | N/A | 0.000% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 18,452 | $2.81M | 0.5% | +2.1% | 0.000% | |
6/13/2024 | IMS Capital Management | 32,319 | $4.92M | 2.3% | -0.4% | 0.000% | |
6/11/2024 | Jackson Wealth Management LLC | 41,148 | $6.27M | 0.8% | +5.5% | 0.000% | |
6/11/2024 | American Trust | 9,929 | $1.51M | 0.1% | +1.2% | 0.000% | |
6/11/2024 | Cypress Asset Management Inc. TX | 59,230 | $9.04M | 2.5% | -7.9% | 0.000% | |
6/11/2024 | OMC Financial Services LTD | 3,300 | $0.50M | 0.3% | N/A | 0.000% | |
6/11/2024 | EverSource Wealth Advisors LLC | 57,598 | $9.48M | 0.7% | -4.3% | 0.000% | |
6/10/2024 | Hamilton Wealth LLC | 32,532 | $4.95M | 1.5% | +22.6% | 0.000% | |
6/6/2024 | Westwood Holdings Group Inc. | 212,491 | $32.35M | 0.3% | +7.0% | 0.002% | |
6/5/2024 | Objective Capital Management LLC | 4,178 | $0.64M | 0.4% | +5.2% | 0.000% | |
6/4/2024 | DekaBank Deutsche Girozentrale | 1,917,077 | $291.53M | 0.5% | +1.6% | 0.016% | |
6/4/2024 | Tactive Advisors LLC | 10,485 | $1.60M | 0.8% | N/A | 0.000% | |
5/31/2024 | Maxwell Wealth Strategies Inc. | 4,279 | $0.65M | 0.3% | +32.9% | 0.000% | |
5/30/2024 | Cambridge Trust Co. | 72,860 | $11.09M | 0.4% | -4.5% | 0.001% | |
5/30/2024 | Peninsula Wealth LLC | 8,004 | $1.22M | 0.2% | -27.2% | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 3,656 | $0.56M | 0.2% | N/A | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 15,948 | $2.43M | 0.3% | -3.4% | 0.000% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 11,695 | $1.78M | 1.0% | N/A | 0.000% | |
5/29/2024 | Garde Capital Inc. | 48,072 | $7.32M | 0.5% | -2.3% | 0.000% | |
5/28/2024 | Boston Partners | 32,381 | $4.93M | 0.0% | +21.2% | 0.000% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 748,657 | $113.99M | 1.0% | -9.6% | 0.006% | |
5/24/2024 | Cetera Advisor Networks LLC | 538,823 | $82.04M | 0.4% | +4.8% | 0.004% | |
5/24/2024 | Cetera Advisors LLC | 374,336 | $57M | 0.4% | +97.7% | 0.003% | |
5/24/2024 | Cetera Investment Advisers | 1,070,186 | $162.95M | 0.4% | +234.2% | 0.009% | |
5/24/2024 | Farallon Capital Management LLC | 3,337,950 | $508.24M | 2.3% | +6.4% | 0.027% | |
5/24/2024 | Northwest Bank & Trust Co | 22,093 | $3.64M | 3.3% | -1.7% | 0.000% | |
5/23/2024 | Dock Street Asset Management Inc. | 226,739 | $34.52M | 5.2% | -3.7% | 0.002% | |
5/23/2024 | Community Trust & Investment Co. | 405,709 | $61.77M | 4.3% | -2.2% | 0.003% | |
5/23/2024 | Wellington Shields & Co. LLC | 32,364 | $4.56M | 1.6% | -1.0% | 0.000% | |
5/23/2024 | FSA Advisors Inc. | 1,525 | $0.23M | 0.2% | -8.5% | 0.000% | |
5/23/2024 | ARQ Wealth Advisors LLC | 3,083 | $0.47M | 0.2% | +56.1% | 0.000% | |
5/23/2024 | Redwood Grove Capital LLC | 102,400 | $15.59M | 4.6% | +6.1% | 0.001% | |
5/23/2024 | Austin Wealth Management LLC | 6,841 | $1.04M | 0.3% | -2.7% | 0.000% | |
5/22/2024 | Burney Co. | 17,825 | $2.71M | 0.1% | -9.3% | 0.000% | |
5/22/2024 | Beck Bode LLC | 63,067 | $9.60M | 2.0% | +23.5% | 0.001% | |
5/22/2024 | BigSur Wealth Management LLC | 29,190 | $4.44M | 1.4% | +7.2% | 0.000% | |
5/21/2024 | Atria Investments Inc | 288,625 | $44.01M | 0.6% | +1.7% | 0.002% | |
5/21/2024 | Swedbank AB | 9,054,954 | $1.38B | 1.9% | N/A | 0.073% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 668,406 | $101.77M | 3.5% | -0.1% | 0.005% | |
5/21/2024 | LRI Investments LLC | 3,088 | $0.47M | 0.1% | N/A | 0.000% | |
5/21/2024 | Arrow Financial Corp | 13,291 | $2.02M | 0.2% | -12.6% | 0.000% | |
5/20/2024 | Independent Wealth Network Inc. | 3,913 | $0.60M | 0.3% | +9.1% | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 30,788 | $4.69M | 0.5% | +0.5% | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 5,142 | $0.78M | 0.2% | +6.2% | 0.000% | |
5/20/2024 | Bullseye Investment Management LLC | 1,765 | $0.27M | 0.2% | -18.7% | 0.000% | |
5/20/2024 | Highlander Capital Management LLC | 30,540 | $4.65M | 1.6% | -1.9% | 0.000% | |
5/20/2024 | EMC Capital Management | 105,140 | $16.30M | 9.7% | +2.7% | 0.001% | |
5/17/2024 | Wahed Invest LLC | 99,764 | $15.19M | 3.5% | +16.7% | 0.001% | |
5/17/2024 | Citizens Financial Group Inc. RI | 112,160 | $17.08M | 0.6% | -28.8% | 0.001% | |
5/17/2024 | Rokos Capital Management LLP | 1,467,127 | $223.22M | 1.1% | N/A | 0.012% | |
5/17/2024 | Vima LLC | 2,001,122 | $304.69M | 85.0% | +178,253.1% | 0.016% | |
5/17/2024 | Advisory Resource Group | 9,690 | $1.48M | 0.3% | +81.3% | 0.000% | |
5/17/2024 | National Wealth Management Group LLC | 3,432 | $0.52M | 0.4% | -2.4% | 0.000% | |
5/17/2024 | Kozak & Associates Inc. | 10,008 | $1.52M | 0.4% | +6.1% | 0.000% | |
5/17/2024 | Lummis Asset Management LP | 18,883 | $2.88M | 3.9% | -34.9% | 0.000% | |
5/17/2024 | Montchanin Asset Management LLC | 38,558 | $5.87M | 5.7% | N/A | 0.000% | |
5/17/2024 | New Covenant Trust Company N.A. | 3,711 | $0.57M | 0.6% | N/A | 0.000% | |
5/17/2024 | Plato Investment Management Ltd | 113,380 | $17.26M | 1.8% | +658.0% | 0.001% | |
5/17/2024 | Western Pacific Wealth Management LP | 18,360 | $2.80M | 2.0% | +4.6% | 0.000% | |
5/17/2024 | XML Financial LLC | 14,071 | $2.14M | 0.2% | +3.9% | 0.000% | |
5/17/2024 | XN LP | 1,151,677 | $175.35M | 7.0% | +70.1% | 0.009% | |
5/17/2024 | iA Global Asset Management Inc. | 1,000,348 | $152.31M | 1.8% | +41.3% | 0.008% | |
5/17/2024 | Lumbard & Kellner LLC | 46,230 | $7.04M | 3.4% | -0.4% | 0.000% | |
5/17/2024 | WealthPlan Investment Management LLC | 79,782 | $12.15M | 1.9% | +1.5% | 0.001% | |
5/17/2024 | Garner Asset Management Corp | 23,170 | $3.53M | 1.8% | -0.9% | 0.000% | |
5/17/2024 | KLCM Advisors Inc. | 20,501 | $3.12M | 0.4% | +5.7% | 0.000% | |
5/17/2024 | Brown Shipley& Co Ltd | 103,077 | $16.13M | 5.1% | +13.9% | 0.001% | |
5/17/2024 | Vista Investment Partners LLC | 2,443 | $0.37M | 0.1% | +4.9% | 0.000% | |
5/17/2024 | LBP AM SA | 379,079 | $57.72M | 2.3% | -13.8% | 0.003% | |
5/17/2024 | Tandem Capital Management Corp ADV | 21,024 | $3.20M | 1.8% | -1.4% | 0.000% | |
5/17/2024 | First Western Trust Bank | 12,801 | $1.95M | 0.1% | -13.6% | 0.000% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 37,319 | $5.68M | 0.5% | +3.0% | 0.000% | |