11/5/2024 | Prime Capital Investment Advisors LLC | 525,823 | $97.98M | 1.4% | +7.0% | 0.005% | |
11/5/2024 | Hemenway Trust Co LLC | 234,080 | $43.62M | 3.4% | +1.0% | 0.002% | |
11/5/2024 | Savvy Advisors Inc. | 30,746 | $5.73M | 1.2% | +32.2% | 0.000% | |
11/5/2024 | Mascoma Wealth Management LLC | 6,412 | $1.20M | 0.3% | +2.4% | 0.000% | |
11/5/2024 | Proactive Wealth Strategies LLC | 15,036 | $2.80M | 1.6% | N/A | 0.000% | |
11/5/2024 | Intrepid Financial Planning Group LLC | 16,718 | $3.12M | 1.3% | -3.1% | 0.000% | |
11/5/2024 | Arcus Capital Partners LLC | 6,785 | $1.26M | 0.5% | -29.0% | 0.000% | |
11/5/2024 | Verus Capital Partners LLC | 408,254 | $76.07M | 7.0% | -0.4% | 0.004% | |
11/5/2024 | Platform Technology Partners | 54,274 | $10.11M | 3.2% | -0.9% | 0.001% | |
11/5/2024 | Crystal Rock Capital Management | 56,670 | $10.56M | 6.2% | +0.7% | 0.001% | |
11/5/2024 | Rakuten Securities Inc. | 8,612 | $1.61M | 0.7% | -63.7% | 0.000% | |
11/5/2024 | Baillie Gifford & Co. | 38,468,122 | $7.17B | 5.4% | 0.0% | 0.367% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 24,580,604 | $4.58B | 3.2% | +2.8% | 0.234% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 572,027 | $107.37M | 3.0% | +21.0% | 0.005% | |
11/5/2024 | Apollon Financial LLC | 67,527 | $12.58M | 3.7% | +0.6% | 0.001% | |
11/5/2024 | Bronte Capital Management Pty Ltd. | 382,300 | $71.23M | 6.2% | -0.3% | 0.004% | |
11/5/2024 | Patron Partners LLC | 29,013 | $5.41M | 3.0% | -1.7% | 0.000% | |
11/5/2024 | WealthPlan Investment Management LLC | 68,071 | $12.68M | 1.3% | +44.2% | 0.001% | |
11/5/2024 | First National Trust Co | 250,868 | $46.74M | 1.8% | +0.5% | 0.002% | |
11/5/2024 | WealthPLAN Partners LLC | 68,588 | $12.78M | 1.7% | -15.8% | 0.001% | |
11/5/2024 | GSA Capital Partners LLP | 30,087 | $5.61M | 0.4% | +135.0% | 0.000% | |
11/5/2024 | Waverton Investment Management Ltd | 1,588,715 | $296M | 4.9% | +2.8% | 0.015% | |
11/5/2024 | Harbour Investments Inc. | 125,878 | $23.46M | 0.7% | +3.1% | 0.001% | |
11/5/2024 | Apollon Wealth Management LLC | 336,720 | $62.74M | 1.8% | +1.8% | 0.003% | |
11/5/2024 | Keystone Financial Services | 1,596 | $0.30M | 0.1% | +23.0% | 0.000% | |
11/5/2024 | Vestia Personal Wealth Advisors | 1,344 | $0.25M | 0.2% | +21.0% | 0.000% | |
11/5/2024 | Jeppson Wealth Management LLC | 29,930 | $5.58M | 2.0% | -0.5% | 0.000% | |
11/5/2024 | Once Capital Management LLC | 59,400 | $11.07M | 2.4% | +10.2% | 0.001% | |
11/5/2024 | Everhart Financial Group Inc. | 46,807 | $8.70M | 1.9% | +9.0% | 0.000% | |
11/5/2024 | Fountainhead AM LLC | 14,467 | $2.70M | 0.6% | +15.2% | 0.000% | |
11/5/2024 | WCM Investment Management LLC | 5,872,689 | $1.10B | 2.5% | -1.7% | 0.056% | |
11/5/2024 | FDx Advisors Inc. | 10,982 | $2.05M | 0.6% | -3.3% | 0.000% | |
11/5/2024 | Northwest Wealth Management LLC | 25,435 | $4.74M | 1.1% | +26.6% | 0.000% | |
11/5/2024 | Coalescence Partners Investment Management LP | 102,264 | $19.06M | 8.5% | +29.1% | 0.001% | |
11/5/2024 | Lynx Investment Advisory | 14,925 | $2.78M | 2.0% | +10.5% | 0.000% | |
11/5/2024 | Opinicus Capital Inc. | 19,080 | $3.56M | 2.8% | +6.2% | 0.000% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 86,973 | $16.21M | 1.2% | +4.7% | 0.001% | |
11/4/2024 | Laffer Tengler Investments Inc. | 46,512 | $8.67M | 1.8% | +7.2% | 0.000% | |
11/4/2024 | Versor Investments LP | 2,400 | $0.45M | 0.1% | -41.5% | 0.000% | |
11/4/2024 | tru Independence LLC | 3,643 | $0.68M | 0.2% | +5.9% | 0.000% | |
11/4/2024 | Buckingham Capital Management Inc. | 106,016 | $19.75M | 2.3% | +0.3% | 0.001% | |
11/4/2024 | Jupiter Wealth Management LLC | 29,666 | $5.53M | 2.8% | +3.9% | 0.000% | |
11/4/2024 | Venturi Wealth Management LLC | 63,147 | $11.77M | 0.6% | +19.2% | 0.001% | |
11/4/2024 | Core Wealth Partners LLC | 18,084 | $3.37M | 2.0% | +4.0% | 0.000% | |
11/4/2024 | Alaska Wealth Advisors | 3,097 | $0.58M | 0.1% | -8.7% | 0.000% | |
11/4/2024 | Delta Financial Advisors LLC | 26,985 | $5.03M | 1.8% | -0.9% | 0.000% | |
11/4/2024 | United Capital Management of KS Inc. | 75,309 | $14.03M | 3.1% | -13.0% | 0.001% | |
11/4/2024 | GDS Wealth Management | 118,678 | $22.11M | 2.2% | +2.8% | 0.001% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 15,411 | $2.87M | 2.4% | N/A | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 50,516 | $9.41M | 1.6% | +11.3% | 0.000% | |
11/4/2024 | Chartwell Investment Partners LLC | 243,835 | $45.43M | 1.6% | -5.6% | 0.002% | |
11/4/2024 | Peregrine Asset Advisers Inc. | 23,909 | $4.46M | 1.5% | +45.3% | 0.000% | |
11/4/2024 | Beam Wealth Advisors Inc. | 12,804 | $2.39M | 0.7% | +2.4% | 0.000% | |
11/4/2024 | Patten & Patten Inc. TN | 37,838 | $7.05M | 0.5% | +22.3% | 0.000% | |
11/4/2024 | Proffitt & Goodson Inc. | 15,773 | $2.94M | 0.5% | -2.4% | 0.000% | |
11/4/2024 | Paragon Capital Management LLC | 50,746 | $9.46M | 4.9% | -0.4% | 0.000% | |
11/4/2024 | Diamond Hill Capital Management Inc. | 2,754,538 | $513.25M | 2.1% | +12.2% | 0.026% | |
11/4/2024 | Kennebec Savings Bank | 13,541 | $2.52M | 2.5% | N/A | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 33,970 | $6.33M | 1.2% | +27.2% | 0.000% | |
11/4/2024 | Intrinsic Value Partners LLC | 2,641 | $0.49M | 0.5% | +8.2% | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 5,059,263 | $942.69M | 3.8% | -24.2% | 0.048% | |
11/4/2024 | YCG LLC | 353,142 | $65.80M | 5.1% | +0.7% | 0.003% | |
11/4/2024 | State of New Jersey Common Pension Fund D | 3,446,431 | $642.17M | 2.6% | +0.1% | 0.033% | |
11/4/2024 | 1900 Wealth Management LLC | 21,881 | $3.95M | 0.4% | -0.5% | 0.000% | |
11/4/2024 | Stockman Wealth Management Inc. | 89,394 | $16.66M | 2.6% | +2.8% | 0.001% | |
11/4/2024 | River Global Investors LLP | 86,395 | $16.10M | 3.5% | +3.0% | 0.001% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 35,566 | $6.63M | 1.4% | +1.6% | 0.000% | |
11/4/2024 | Maiden Cove Capital LLC | 3,958 | $0.78M | 1.6% | N/A | 0.000% | |
11/4/2024 | Meritage Portfolio Management | 170,929 | $31.85M | 2.0% | -0.4% | 0.002% | |
11/4/2024 | Crossmark Global Holdings Inc. | 573,915 | $106.94M | 1.9% | -4.9% | 0.005% | |
11/4/2024 | Brickley Wealth Management | 1,577 | $0.29M | 0.1% | -7.3% | 0.000% | |
11/4/2024 | Tyler Stone Wealth Management | 42,819 | $7.98M | 1.5% | +130.7% | 0.000% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,079,900 | $201.22M | 3.3% | +7.2% | 0.010% | |
11/4/2024 | Round Rock Advisors LLC | 37,425 | $6.97M | 1.6% | +1.2% | 0.000% | |
11/4/2024 | Colonial River Investments LLC | 35,179 | $6.56M | 3.3% | +8.8% | 0.000% | |
11/4/2024 | Riverstone Advisors LLC | 82,722 | $15.41M | 9.0% | -0.7% | 0.001% | |
11/4/2024 | Mayflower Financial Advisors LLC | 31,536 | $5.88M | 0.9% | -2.0% | 0.000% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 18,201 | $3.39M | 0.6% | +1.2% | 0.000% | |
11/4/2024 | Disciplined Investments LLC | 1,138 | $0.21M | 0.1% | N/A | 0.000% | |
11/4/2024 | Axxcess Wealth Management LLC | 262,687 | $48.95M | 1.2% | +2.8% | 0.003% | |
11/4/2024 | HTG Investment Advisors Inc. | 4,102 | $0.76M | 0.4% | -4.8% | 0.000% | |
11/4/2024 | Alan B Lancz & Associates Inc. | 10,594 | $1.97M | 1.8% | +1.9% | 0.000% | |
11/4/2024 | G2 Capital Management LLC OH | 8,555 | $1.59M | 0.5% | -1.8% | 0.000% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 9,082 | $1.69M | 0.9% | +1.0% | 0.000% | |
11/4/2024 | Liberty Wealth Management LLC | 20,464 | $3.81M | 0.6% | -75.8% | 0.000% | |
11/4/2024 | FMB Wealth Management | 4,109 | $0.77M | 0.4% | +7.2% | 0.000% | |
11/4/2024 | Sigma Planning Corp | 358,094 | $66.72M | 2.0% | -2.9% | 0.003% | |
11/4/2024 | Arrow Financial Corp | 68,447 | $12.75M | 1.2% | +0.8% | 0.001% | |
11/2/2024 | Eos Management L.P. | 36,955 | $6.89M | 2.4% | -22.3% | 0.000% | |
11/2/2024 | Costello Asset Management INC | 38,080 | $7.10M | 4.7% | +8.8% | 0.000% | |
11/2/2024 | Avid Wealth Partners LLC | 2,207 | $0.41M | 0.3% | +3.9% | 0.000% | |
11/2/2024 | Ted Buchan & Co | 15,298 | $2.85M | 1.4% | +4.0% | 0.000% | |
11/2/2024 | Transcendent Capital Group LLC | 6,802 | $1.27M | 0.7% | -3.9% | 0.000% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 28,541 | $5.32M | 2.2% | -0.3% | 0.000% | |
11/2/2024 | Covestor Ltd | 5,339 | $0.99M | 0.6% | +1.8% | 0.000% | |
11/2/2024 | 17 Capital Partners LLC | 10,502 | $1.96M | 1.3% | +1.5% | 0.000% | |
11/2/2024 | Mach 1 Financial Group LLC | 14,256 | $2.66M | 1.6% | +5.7% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 417,110 | $77.72M | 1.5% | +1.3% | 0.004% | |
11/2/2024 | XML Financial LLC | 52,914 | $9.86M | 0.9% | +0.7% | 0.001% | |
11/2/2024 | Sustainable Insight Capital Management LLC | 32,751 | $6.10M | 2.8% | +25.7% | 0.000% | |