10/31/2024 | JNBA Financial Advisors | 10,306 | $1.72M | 0.2% | -11.4% | 0.000% | |
10/31/2024 | Spinnaker Trust | 112,537 | $18.82M | 1.2% | -2.6% | 0.001% | |
10/31/2024 | Concurrent Investment Advisors LLC | 106,768 | $17.85M | 0.5% | +6.5% | 0.001% | |
10/31/2024 | Gordian Advisors LLC | 1,479 | $0.25M | 0.2% | +8.1% | 0.000% | |
10/31/2024 | Family Asset Management LLC | 5,282 | $0.88M | 0.5% | +1.8% | 0.000% | |
10/30/2024 | RTD Financial Advisors Inc. | 4,266 | $0.71M | 0.1% | +7.2% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 5,416 | $0.89M | 0.2% | +30.4% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 7,429 | $1.24M | 0.4% | -6.3% | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 230 | $38K | 0.0% | -74.3% | 0.000% | |
10/30/2024 | Miller Wealth Advisors LLC | 124,065 | $20.41M | 11.2% | -2.4% | 0.001% | |
10/30/2024 | Foster & Motley Inc. | 101,467 | $16.96M | 1.1% | -0.3% | 0.001% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 3,532 | $0.59M | 0.2% | +27.1% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 13,280 | $2.22M | 0.3% | +2.1% | 0.000% | |
10/30/2024 | Callahan Advisors LLC | 245,594 | $41.06M | 4.0% | -0.4% | 0.002% | |
10/30/2024 | Summit Rock Advisors LP | 26,587 | $4.45M | 1.7% | -59.7% | 0.000% | |
10/30/2024 | Leslie Global Wealth LLC | 2,291 | $0.38M | 0.2% | +31.9% | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 186,342 | $31.16M | 2.5% | +0.1% | 0.002% | |
10/30/2024 | 1834 Investment Advisors Co. | 2,900 | $0.49M | 0.1% | -17.8% | 0.000% | |
10/30/2024 | One Plus One Wealth Management LLC | 4,042 | $0.68M | 0.4% | +8.4% | 0.000% | |
10/30/2024 | Financial Security Advisor Inc. | 6,789 | $1.14M | 0.3% | -3.0% | 0.000% | |
10/30/2024 | Northstar Asset Management Inc. | 5,526 | $0.92M | 0.2% | +20.9% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 23,853 | $3.99M | 1.3% | +6.0% | 0.000% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 42,760 | $7.15M | 0.3% | -19.2% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 4,179 | $0.70M | 0.2% | -4.5% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 16,567 | $2.77M | 0.1% | -1.6% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 162,384 | $27.15M | 2.6% | +5.4% | 0.001% | |
10/30/2024 | Balentine LLC | 9,840 | $1.65M | 0.1% | +132.1% | 0.000% | |
10/30/2024 | Long Run Wealth Advisors LLC | 24,072 | $4.03M | 0.9% | +7.8% | 0.000% | |
10/30/2024 | Tobias Financial Advisors Inc. | 3,529 | $0.59M | 0.1% | -1.9% | 0.000% | |
10/30/2024 | HF Advisory Group LLC | 28,031 | $4.69M | 2.2% | +7.2% | 0.000% | |
10/30/2024 | JFG Wealth Management LLC | 2,057 | $0.34M | 0.1% | N/A | 0.000% | |
10/30/2024 | Johnson Financial Group LLC | 2,360 | $0.40M | 0.0% | +2.6% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 8,624 | $1.44M | 0.2% | +6.4% | 0.000% | |
10/30/2024 | North Star Investment Management Corp. | 30,762 | $5.14M | 0.4% | -0.9% | 0.000% | |
10/30/2024 | Financial Partners Group Inc | 26,158 | $4.37M | 0.6% | -5.3% | 0.000% | |
10/30/2024 | Catalyst Private Wealth LLC | 6,422 | $1.07M | 0.5% | -2.1% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 13,966 | $2.34M | 0.2% | -44.9% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 366,591 | $61.29M | 1.2% | -1.0% | 0.003% | |
10/30/2024 | Ameritas Advisory Services LLC | 47,552 | $7.95M | 0.3% | -32.1% | 0.000% | |
10/30/2024 | Heritage Investors Management Corp | 400,651 | $66.99M | 2.2% | -1.0% | 0.003% | |
10/30/2024 | River Road Asset Management LLC | 204,856 | $34.25M | 0.4% | +116.5% | 0.002% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 135,507 | $22.82M | 4.1% | +1.5% | 0.001% | |
10/30/2024 | Hanlon Investment Management Inc. | 2,499 | $0.42M | 0.1% | +8.7% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 1,788 | $0.30M | 0.0% | +38.8% | 0.000% | |
10/30/2024 | Arista Wealth Management LLC | 1,622 | $0.27M | 0.1% | +39.7% | 0.000% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 1,497 | $0.25M | 0.2% | -7.5% | 0.000% | |
10/30/2024 | Amalgamated Bank | 1,055,056 | $176.40M | 1.5% | +0.4% | 0.009% | |
10/30/2024 | Clarity Financial LLC | 134,610 | $22.51M | 2.6% | -3.3% | 0.001% | |
10/30/2024 | Sentry Investment Management LLC | 26,145 | $4.37M | 1.8% | +7.4% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 4,908 | $0.82M | 0.2% | +50.5% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 5,461 | $0.91M | 0.1% | -2.6% | 0.000% | |
10/30/2024 | Yacktman Asset Management LP | 2,129,249 | $355.99M | 3.7% | -39.7% | 0.017% | |
10/30/2024 | ASB Consultores LLC | 5,710 | $0.96M | 0.4% | +2.1% | 0.000% | |
10/30/2024 | Stoneridge Investment Partners LLC | 44,197 | $7.39M | 2.7% | -1.1% | 0.000% | |
10/30/2024 | James J. Burns & Company LLC | 15,639 | $2.62M | 0.5% | +1.3% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 4,669 | $0.78M | 0.2% | -2.0% | 0.000% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 41,963 | $7.02M | 0.9% | -1.9% | 0.000% | |
10/30/2024 | Clarity Capital Partners LLC | 1,736 | $0.29M | 0.2% | -35.9% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 401,255 | $67.09M | 1.7% | -4.3% | 0.003% | |
10/30/2024 | FSM Wealth Advisors LLC | 18,282 | $3.06M | 0.8% | +4.5% | 0.000% | |
10/30/2024 | Alterna Wealth Management Inc. | 9,206 | $1.54M | 1.4% | -19.0% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 30,562 | $5.11M | 0.7% | -1.9% | 0.000% | |
10/30/2024 | Legacy CG LLC | 42,020 | $7.03M | 2.3% | -1.5% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 6,455 | $1.08M | 0.0% | -5.3% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 13,747 | $2.30M | 0.0% | -26.3% | 0.000% | |
10/30/2024 | Capital Investment Services of America Inc. | 208,112 | $34.79M | 3.3% | -5.1% | 0.002% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 7,555 | $1.26M | 0.6% | +3.1% | 0.000% | |
10/30/2024 | Arlington Capital Management Inc. | 7,944 | $1.33M | 1.1% | -1.6% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 281,664 | $47.09M | 2.7% | +19.6% | 0.002% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 1,721,780 | $287.86M | 2.0% | -2.2% | 0.014% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 33,509 | $5.60M | 1.3% | -9.2% | 0.000% | |
10/30/2024 | PDS Planning Inc | 31,501 | $5.27M | 0.5% | +0.3% | 0.000% | |
10/30/2024 | TKG Advisors LLC | 2,617 | $0.44M | 0.2% | -90.3% | 0.000% | |
10/30/2024 | World Equity Group Inc. | 8,285 | $1.39M | 0.5% | -18.1% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 20,038 | $3.35M | 1.7% | -0.5% | 0.000% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 7,288 | $1.22M | 0.5% | +2.9% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 909,977 | $152.14M | 1.6% | +11.1% | 0.007% | |
10/30/2024 | Asset Management One Co. Ltd. | 2,075,112 | $346.94M | 1.2% | +0.6% | 0.017% | |
10/30/2024 | National Pension Service | 9,903,537 | $1.66B | 1.6% | +14.0% | 0.080% | |
10/30/2024 | Lutz Financial Services LLC | 1,878 | $0.31M | 0.0% | +9.8% | 0.000% | |
10/30/2024 | Silicon Valley Capital Partners | 12,619 | $2.11M | 0.3% | -2.2% | 0.000% | |
10/30/2024 | New England Capital Financial Advisors LLC | 632 | $0.11M | 0.1% | +13.3% | 0.000% | |
10/30/2024 | WFA Asset Management Corp | 1,172 | $0.20M | 0.1% | -5.3% | 0.000% | |
10/30/2024 | Klingenstein Fields & Co. LP | 206,258 | $34.48M | 1.4% | -0.4% | 0.002% | |
10/30/2024 | Vestor Capital LLC | 333,579 | $55.77M | 4.4% | -24.5% | 0.003% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 1,614 | $0.27M | 0.2% | -10.7% | 0.000% | |
10/29/2024 | Centennial Bank AR | 3,615 | $0.60M | 0.3% | -22.9% | 0.000% | |
10/29/2024 | Cortland Associates Inc. MO | 192,282 | $32.15M | 3.9% | -3.9% | 0.002% | |
10/29/2024 | HS Management Partners LLC | 551,629 | $92.23M | 5.9% | -19.7% | 0.004% | |
10/29/2024 | Northeast Investment Management | 113,096 | $18.91M | 0.8% | -1.6% | 0.001% | |
10/29/2024 | Roman Butler Fullerton & Co. | 31,131 | $5.20M | 1.5% | +3.6% | 0.000% | |
10/29/2024 | Citizens National Bank Trust Department | 99,225 | $16.59M | 3.5% | -0.8% | 0.001% | |
10/29/2024 | Donaldson Capital Management LLC | 11,529 | $1.93M | 0.1% | -8.6% | 0.000% | |
10/29/2024 | Kanawha Capital Management LLC | 8,096 | $1.35M | 0.1% | +2.8% | 0.000% | |
10/29/2024 | Forum Financial Management LP | 64,187 | $10.73M | 0.2% | -0.6% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 1,982,032 | $331.38M | 0.7% | +2.2% | 0.016% | |
10/29/2024 | Opes Wealth Management LLC | 15,898 | $2.66M | 0.5% | +27.2% | 0.000% | |
10/29/2024 | Harvey Capital Management Inc. | 135,765 | $22.70M | 5.7% | -0.7% | 0.001% | |
10/29/2024 | Harbour Investment Management LLC | 18,705 | $3.13M | 1.4% | +0.3% | 0.000% | |
10/29/2024 | Fernwood Investment Management LLC | 20,310 | $3.40M | 1.1% | +1.2% | 0.000% | |