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% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 170,539 | $31.28M | 0.8% | -16.7% | 0.001% | |
8/16/2024 | Gateway Wealth Partners LLC | 2,483 | $0.46M | 0.1% | -5.7% | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 2,233 | $0.41M | 0.3% | N/A | 0.000% | |
8/16/2024 | Saratoga Research & Investment Management | 12,923 | $2.37M | 0.1% | -12.1% | 0.000% | |
8/16/2024 | Wallace Capital Management Inc. | 8,420 | $1.54M | 0.2% | +6.3% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 33,805 | $6.20M | 4.5% | -3.9% | 0.000% | |
8/16/2024 | Core Alternative Capital | 102,252 | $18.76M | 3.7% | -1.0% | 0.001% | |
8/16/2024 | High Falls Advisors Inc | 1,310 | $0.24M | 0.1% | N/A | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 42,060 | $7.72M | 0.5% | -8.3% | 0.000% | |
8/16/2024 | Invst LLC | 14,408 | $2.66M | 0.3% | -0.7% | 0.000% | |
8/16/2024 | Covington Investment Advisors Inc. | 220,125 | $40.38M | 6.5% | -1.8% | 0.002% | |
8/16/2024 | Wallace Advisory Group LLC | 10,314 | $1.89M | 1.4% | +1.3% | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 34,270 | $6.29M | 0.6% | -0.3% | 0.000% | |
8/16/2024 | Granite FO LLC | 5,400 | $0.99M | 0.6% | N/A | 0.000% | |
8/16/2024 | Front Row Advisors LLC | 16,689 | $3.06M | 1.1% | +8.6% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 10,023 | $1.84M | 0.5% | +3.0% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 839,340 | $153.96M | 0.2% | +4.8% | 0.007% | |
8/16/2024 | NewEdge Advisors LLC | 527,714 | $96.79M | 0.7% | +11.6% | 0.004% | |
8/16/2024 | Ascension Asset Management LLC | 21,590 | $3.96M | 2.0% | -0.3% | 0.000% | |
8/16/2024 | Northeast Financial Consultants Inc | 208,705 | $38.28M | 1.8% | -0.3% | 0.002% | |
8/16/2024 | Silver Lake Advisory LLC | 11,735 | $2.15M | 0.3% | N/A | 0.000% | |
8/16/2024 | Nemes Rush Group LLC | 12,999 | $2.38M | 0.3% | +2.3% | 0.000% | |
8/16/2024 | Magnolia Capital Advisors LLC | 11,195 | $2.05M | 0.1% | +8.6% | 0.000% | |