12/19/2024 | Independent Solutions Wealth Management LLC | 65,179 | $15.19M | 3.4% | -3.3% | 0.000% | |
12/18/2024 | IMS Capital Management | 61,162 | $14.25M | 6.4% | -1.0% | 0.000% | |
12/18/2024 | Syntax Research Inc. | 29,254 | $6.82M | 4.6% | -3.3% | 0.000% | |
12/17/2024 | Hiley Hunt Wealth Management | 6,011 | $1.40M | 0.8% | -2.9% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 14,580 | $3.40M | 1.3% | +3.6% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 1,542,156 | $359.32M | 1.1% | -0.2% | 0.010% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 740,508 | $171.03M | 4.8% | -21.3% | 0.005% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 41,438 | $9.66M | 3.7% | -3.5% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 73,945 | $17.23M | 6.3% | +7.6% | 0.000% | |
12/12/2024 | SPX Gestao de Recursos Ltda | 305 | $71K | 0.0% | N/A | 0.000% | |
12/11/2024 | 1ST Source Bank | 165,148 | $38.48M | 2.2% | -0.9% | 0.001% | |
12/11/2024 | Alternative Investment Advisors LLC. | 5,831 | $1.36M | 0.7% | +6.7% | 0.000% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 24,462 | $5.70M | 2.1% | +23.6% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 54,499 | $12.70M | 3.4% | +4.1% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 3,202 | $0.75M | 0.7% | N/A | 0.000% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 10,717 | $2.60M | 1.6% | -20.3% | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 675,158 | $157.31M | 6.5% | -3.6% | 0.004% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 9,879 | $2.30M | 1.5% | -1.1% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 5,366,334 | $1.25B | 4.7% | -1.3% | 0.036% | |
12/4/2024 | Dantai Capital Ltd | 45,715 | $10.65M | 13.5% | +12.9% | 0.000% | |
12/3/2024 | Bush Investment Group LLC | 5,846 | $1.36M | 1.1% | -1.7% | 0.000% | |
12/3/2024 | Oddo BHF Asset Management Sas | 135,226 | $31.51M | 1.6% | N/A | 0.001% | |
12/3/2024 | Garde Capital Inc. | 110,910 | $25.84M | 1.7% | -1.6% | 0.001% | |
12/3/2024 | Denver PWM LLC | 3,545 | $0.83M | 0.3% | -14.6% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 6,685 | $1.56M | 0.8% | N/A | 0.000% | |
12/3/2024 | Oriental Harbor Investment Fund | 375,756 | $89.18M | 10.0% | N/A | 0.002% | |
12/2/2024 | Capasso Planning Partners LLC | 51,203 | $11.93M | 3.5% | -3.1% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 37,654 | $8.77M | 2.4% | +6.0% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 22,747 | $5.30M | 0.5% | -5.2% | 0.000% | |
11/29/2024 | American Trust | 77,292 | $18.01M | 1.5% | +7.1% | 0.001% | |
11/29/2024 | Old North State Trust LLC | 43,854 | $10.22M | 8.3% | -0.3% | 0.000% | |
11/26/2024 | Decatur Capital Management Inc. | 115,203 | $26.84M | 12.4% | +0.2% | 0.001% | |
11/26/2024 | Asset Advisors Investment Management LLC | 35,748 | $8.33M | 0.9% | -1.2% | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 1,533,891 | $357.40M | 5.2% | -2.2% | 0.010% | |
11/25/2024 | Synovus Financial Corp | 913,751 | $212.91M | 2.5% | -5.3% | 0.006% | |
11/25/2024 | Castellan Group | 5,782 | $1.35M | 0.6% | +206.9% | 0.000% | |
11/25/2024 | Optimist Retirement Group LLC | 5,535 | $1.29M | 0.6% | N/A | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 49,322 | $11.49M | 3.4% | -4.0% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,091,062 | $254.22M | 4.6% | +29.8% | 0.007% | |
11/25/2024 | Arvest Bank Trust Division | 151,860 | $35.38M | 2.0% | N/A | 0.001% | |
11/25/2024 | Sfmg LLC | 222,415 | $51.82M | 4.2% | -0.9% | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 513,775 | $119.71M | 2.9% | +42.1% | 0.003% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 209,312 | $48.77M | 3.0% | +2.6% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 670,692 | $156.27M | 5.0% | -3.6% | 0.004% | |
11/22/2024 | Capstone Capital LLC | 3,486 | $0.81M | 0.7% | +4.8% | 0.000% | |
11/22/2024 | Sculati Wealth Management LLC | 61,328 | $14.29M | 5.8% | +0.8% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 28,938 | $6.74M | 2.7% | N/A | 0.000% | |
11/22/2024 | Saratoga Research & Investment Management | 332,200 | $77.40M | 3.4% | -5.7% | 0.002% | |
11/21/2024 | Anchor Investment Management LLC | 125,723 | $29.29M | 2.8% | +0.1% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 10,172 | $2.37M | 1.5% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 99,183 | $23.11M | 11.4% | -1.7% | 0.001% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 121,033 | $28.04M | 5.0% | +1.7% | 0.001% | |
11/21/2024 | Wealthquest Corp | 49,732 | $11.25M | 1.0% | +0.9% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 29,312 | $6.83M | 8.4% | -1.1% | 0.000% | |
11/20/2024 | Diamant Asset Management Inc. | 148,481 | $34.60M | 21.7% | -0.6% | 0.001% | |
11/20/2024 | Westside Investment Management Inc. | 90,003 | $20.41M | 4.3% | -1.0% | 0.001% | |
11/20/2024 | Advisory Resource Group | 24,463 | $5.70M | 1.2% | -2.7% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 484,922 | $112.99M | 13.3% | -13.6% | 0.003% | |
11/20/2024 | Passumpsic Savings Bank | 3,528 | $0.82M | 0.5% | +9.4% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 56,230 | $13.10M | 1.7% | +1.7% | 0.000% | |
11/19/2024 | Invst LLC | 45,966 | $10.71M | 1.3% | -14.8% | 0.000% | |
11/19/2024 | Citizens Business Bank | 71,543 | $16.67M | 3.4% | -1.7% | 0.000% | |
11/19/2024 | Old West Investment Management LLC | 12,914 | $3.01M | 1.2% | -3.7% | 0.000% | |
11/19/2024 | Discipline Wealth Solutions LLC | 8,641 | $2.01M | 1.1% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 5,546,502 | $1.29B | 4.2% | -4.1% | 0.037% | |
11/19/2024 | Unigestion Holding SA | 200,231 | $46.65M | 2.3% | +358.2% | 0.001% | |
11/19/2024 | Second Line Capital LLC | 24,995 | $5.82M | 1.6% | +3.4% | 0.000% | |
11/19/2024 | TCW Group Inc. | 571,323 | $133.12M | 1.2% | +6.1% | 0.004% | |
11/19/2024 | Hohimer Wealth Management LLC | 38,881 | $9.06M | 1.9% | -0.6% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 209,065 | $48.71M | 4.7% | +5.9% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 163,414 | $38.08M | 2.5% | -2.7% | 0.001% | |
11/18/2024 | Main Line Retirement Advisors LLC | 3,237 | $0.75M | 0.5% | +2.8% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 106,889 | $24.91M | 0.7% | +6.5% | 0.001% | |
11/18/2024 | Hobbs Group Advisors LLC | 16,473 | $3.84M | 1.4% | +1.5% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 38,914 | $9.07M | 1.8% | -28.5% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 25,351 | $5.91M | 2.4% | +3.7% | 0.000% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 1,855,531 | $432.34M | 3.8% | -3.2% | 0.012% | |
11/18/2024 | Asset Allocation Strategies LLC | 7,581 | $1.77M | 0.5% | +8.4% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 115,493 | $26.91M | 2.6% | +3.9% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 7,912,954 | $1.84B | 3.2% | -21.1% | 0.052% | |
11/18/2024 | Cresta Advisors Ltd. | 41,129 | $9.58M | 5.0% | -3.4% | 0.000% | |
11/18/2024 | Continental Investors Services Inc. | 7,048 | $1.59M | 3.3% | -3.5% | 0.000% | |
11/18/2024 | Empire Financial Management Company LLC | 42,586 | $9.92M | 3.1% | -10.1% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 56,204 | $13.10M | 4.6% | -1.3% | 0.000% | |
11/18/2024 | Neo Ivy Capital Management | 12,716 | $2.96M | 1.0% | -51.4% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 113,209 | $26.38M | 13.0% | -1.6% | 0.001% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 36,991 | $8.62M | 5.9% | -0.2% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 19,548 | $4.56M | 1.9% | -6.5% | 0.000% | |
11/18/2024 | Unconventional Investor LLC | 4,373 | $1.02M | 0.6% | +6.7% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 480,563 | $111.64M | 2.4% | +11.7% | 0.003% | |
11/18/2024 | Twin Lakes Capital Management LLC | 82,675 | $19.26M | 10.5% | +0.1% | 0.001% | |
11/18/2024 | Gould Capital LLC | 22,671 | $5.28M | 3.5% | -2.0% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 78,227 | $18.23M | 8.8% | -0.7% | 0.001% | |
11/18/2024 | Synergy Financial Group LTD | 21,839 | $5.09M | 4.8% | -3.7% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 49,832 | $11.61M | 5.6% | -3.4% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 5,786 | $1.32M | 1.9% | +7.9% | 0.000% | |
11/18/2024 | McCarthy Asset Management Inc. | 15,228 | $3.55M | 2.2% | -50.9% | 0.000% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 99,163 | $23.11M | 4.1% | -0.4% | 0.001% | |
11/18/2024 | Menlo Advisors LLC | 54,576 | $12.72M | 6.5% | +0.3% | 0.000% | |
11/18/2024 | First Dallas Securities Inc. | 71,398 | $16.64M | 7.0% | +0.1% | 0.000% | |