9/20/2024 | Anchor Investment Management LLC | 125,539 | $26.44M | 2.7% | +2.6% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 10,009,191 | $2.11B | 6.0% | +13.8% | 0.065% | |
9/19/2024 | KP Management LLC | 49,000 | $10.32M | 3.6% | +8.9% | 0.000% | |
9/18/2024 | Sensible Money LLC | 16,743 | $3.53M | 1.7% | -1.4% | 0.000% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 70,766 | $14.91M | 2.9% | +2,340.2% | 0.000% | |
9/16/2024 | Verity & Verity LLC | 115,785 | $24.39M | 2.8% | +3.5% | 0.001% | |
9/12/2024 | American Trust | 72,174 | $15.20M | 1.2% | +11.5% | 0.000% | |
9/11/2024 | Summit Wealth Partners LLC | 19,903 | $4.19M | 0.9% | +4.8% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 59,271 | $12.48M | 4.7% | -4.7% | 0.000% | |
9/10/2024 | SS&H Financial Advisors Inc. | 79,910 | $16.83M | 6.6% | +1.3% | 0.001% | |
9/10/2024 | Prio Wealth Limited Partnership | 1,321,332 | $278.30M | 8.3% | -6.8% | 0.009% | |
9/10/2024 | Cannon Financial Strategists Inc. | 2,675 | $0.56M | 0.1% | N/A | 0.000% | |
9/10/2024 | Brightwater Advisory LLC | 11,203 | $2.36M | 1.7% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 82,651 | $18.71M | 6.3% | N/A | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 150,459 | $31.69M | 14.3% | +1.1% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 2,185,450 | $460.30M | 3.3% | N/A | 0.014% | |
9/3/2024 | Clear Rock Advisors LLC | 15,189 | $3.20M | 1.4% | +17.5% | 0.000% | |
8/30/2024 | Creekside Partners | 39,074 | $8.23M | 4.6% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 19,054 | $4.01M | 2.5% | -1.2% | 0.000% | |
8/30/2024 | Brown Financial Advisors | 20,915 | $4.41M | 2.0% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 44,524 | $9.38M | 4.9% | -5.2% | 0.000% | |
8/30/2024 | Centennial Bank AR | 17,229 | $3.63M | 1.8% | -0.7% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 52,865 | $11.18M | 3.6% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 92,597 | $19.50M | 5.9% | -1.5% | 0.001% | |
8/28/2024 | RiverFront Investment Group LLC | 275,702 | $58.07M | 1.5% | +13.2% | 0.002% | |
8/28/2024 | Gibson Wealth Advisors LLC | 6,894 | $1.45M | 1.4% | +15.0% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 55,013 | $11.59M | 0.8% | N/A | 0.000% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 21,091 | $4.44M | 2.3% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 77,003 | $16.22M | 2.4% | +3.1% | 0.001% | |
8/27/2024 | Clearbridge Investments LLC | 15,725,503 | $3.31B | 2.7% | +0.5% | 0.103% | |
8/27/2024 | Dana Investment Advisors Inc. | 587,099 | $123.66M | 4.2% | +5.0% | 0.004% | |
8/27/2024 | New Wave Wealth Advisors LLC | 23,334 | $4.92M | 2.6% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 61,193 | $12.89M | 3.4% | +1.7% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 35,177 | $7.41M | 3.1% | +190.8% | 0.000% | |
8/26/2024 | BRIGHT VALLEY CAPITAL Ltd | 27,500 | $5.79M | 6.5% | N/A | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 1,917,646 | $403.90M | 3.6% | +0.4% | 0.013% | |
8/26/2024 | Delphi Management Inc. MA | 12,679 | $2.67M | 2.2% | -1.1% | 0.000% | |
8/26/2024 | Founders Financial Alliance LLC | 128,432 | $27.05M | 8.0% | -3.2% | 0.001% | |
8/26/2024 | Ariadne Wealth Management LP | 8,196 | $1.73M | 0.9% | N/A | 0.000% | |
8/23/2024 | Aristides Capital LLC | 2,000 | $0.42M | 0.1% | -69.7% | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 54,108 | $11.40M | 7.2% | -0.9% | 0.000% | |
8/22/2024 | Aldebaran Financial Inc. | 29,643 | $6.24M | 8.6% | +1.0% | 0.000% | |
8/22/2024 | 3Chopt Investment Partners LLC | 60,745 | $12.79M | 3.9% | -8.3% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 50,801 | $10.70M | 6.1% | +8.7% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 51,761 | $10.90M | 1.0% | -4.6% | 0.000% | |
8/21/2024 | McGinn Penninger Investment Management Inc. | 63,293 | $13.33M | 9.1% | -0.6% | 0.000% | |
8/21/2024 | Granite Bay Wealth Management LLC | 2,279,502 | $480.11M | 16.2% | +6,880.8% | 0.015% | |
8/21/2024 | Graham Capital Wealth Management LLC | 2,986 | $0.63M | 0.8% | +4.7% | 0.000% | |
8/21/2024 | Ted Buchan & Co | 4,678 | $0.99M | 0.5% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 100,976 | $21.27M | 0.8% | +13.4% | 0.001% | |
8/21/2024 | IMS Capital Management | 61,787 | $14M | 6.3% | -4.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 6,994,703 | $1.47B | 2.2% | +1.8% | 0.046% | |
8/21/2024 | Regency Capital Management Inc. DE | 27,534 | $5.80M | 3.7% | -13.8% | 0.000% | |
8/20/2024 | Pathway Financial Advisers LLC | 24,338 | $5.10M | 1.8% | +1.3% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 44,886 | $9.45M | 4.0% | +1.0% | 0.000% | |
8/19/2024 | Fiera Capital Corp | 31,046 | $6.54M | 0.0% | -13.0% | 0.000% | |
8/19/2024 | Old North State Trust LLC | 43,991 | $9.27M | 8.0% | +2.9% | 0.000% | |
8/19/2024 | HWG Holdings LP | 69,004 | $14.53M | 5.3% | N/A | 0.000% | |
8/19/2024 | Garde Capital Inc. | 112,746 | $23.75M | 1.6% | -2.1% | 0.001% | |
8/19/2024 | Chase Investment Counsel Corp | 33,891 | $7.14M | 2.4% | +774.6% | 0.000% | |
8/19/2024 | Hershey Financial Advisers LLC | 200 | $42K | 0.0% | N/A | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 1,928,110 | $406.10M | 4.3% | +5.2% | 0.013% | |
8/19/2024 | Kimelman & Baird LLC | 312,959 | $65.92M | 5.4% | N/A | 0.002% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 940,854 | $198.16M | 5.0% | +20.9% | 0.006% | |
8/19/2024 | Connective Capital Management LLC | 25,295 | $5.33M | 9.6% | -7.5% | 0.000% | |
8/16/2024 | Traction Financial Partners LLC | 3,494 | $0.79M | 0.6% | -3.6% | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 35,553 | $7.49M | 2.3% | +36.7% | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 6,354 | $1.34M | 1.1% | N/A | 0.000% | |
8/16/2024 | CMG Global Holdings LLC | 31,885 | $6.72M | 4.4% | -3.8% | 0.000% | |
8/16/2024 | Ecofi Investissements SA | 3,650 | $0.77M | 0.4% | N/A | 0.000% | |
8/16/2024 | Saratoga Research & Investment Management | 352,133 | $74.17M | 3.4% | -4.2% | 0.002% | |
8/16/2024 | Wallace Capital Management Inc. | 12,021 | $2.53M | 0.3% | -3.6% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 31,233 | $6.58M | 4.8% | -3.2% | 0.000% | |
8/16/2024 | Core Alternative Capital | 145,652 | $30.68M | 6.1% | -7.8% | 0.001% | |
8/16/2024 | High Falls Advisors Inc | 54,733 | $11.53M | 2.8% | +0.8% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 142,682 | $30.05M | 2.0% | +1.5% | 0.001% | |
8/16/2024 | Quarry LP | 265 | $56K | 0.0% | -99.7% | 0.000% | |
8/16/2024 | Invst LLC | 53,968 | $11.70M | 1.3% | +8.3% | 0.000% | |
8/16/2024 | Covington Investment Advisors Inc. | 136,416 | $28.73M | 4.6% | -4.9% | 0.001% | |
8/16/2024 | Second Line Capital LLC | 24,172 | $5.09M | 1.6% | +5.6% | 0.000% | |
8/16/2024 | Twin Lakes Capital Management LLC | 82,629 | $17.40M | 10.0% | -2.4% | 0.001% | |
8/16/2024 | Wallace Advisory Group LLC | 14,731 | $3.10M | 2.2% | +14.4% | 0.000% | |
8/16/2024 | William B. Walkup & Associates Inc. | 1,792 | $0.38M | 0.2% | N/A | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 111,167 | $23.41M | 2.4% | +0.3% | 0.001% | |
8/16/2024 | Granite FO LLC | 9,219 | $1.94M | 1.2% | N/A | 0.000% | |
8/16/2024 | Front Row Advisors LLC | 145,035 | $30.55M | 10.6% | +1.3% | 0.001% | |
8/16/2024 | Coastal Bridge Advisors LLC | 62,409 | $13.15M | 3.3% | -0.7% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,475,650 | $732.06M | 0.7% | +2.7% | 0.023% | |
8/16/2024 | NewEdge Advisors LLC | 2,239,346 | $471.65M | 3.4% | +11.6% | 0.015% | |
8/16/2024 | Ascension Asset Management LLC | 39,374 | $8.29M | 4.3% | -3.1% | 0.000% | |
8/16/2024 | Northeast Financial Consultants Inc | 326,722 | $68.81M | 3.2% | -4.0% | 0.002% | |
8/16/2024 | Horizon Financial Services LLC | 3,845 | $0.81M | 0.5% | -9.0% | 0.000% | |
8/16/2024 | Nemes Rush Group LLC | 202,370 | $42.62M | 5.9% | -0.5% | 0.001% | |
8/16/2024 | Magnolia Capital Advisors LLC | 250,066 | $52.67M | 1.8% | N/A | 0.002% | |
8/16/2024 | Copperwynd Financial LLC | 41,537 | $9.23M | 2.8% | +29.9% | 0.000% | |
8/16/2024 | Doheny Asset Management CA | 69,760 | $14.69M | 8.3% | -3.8% | 0.000% | |
8/16/2024 | Buck Wealth Strategies LLC | 52,967 | $11.16M | 3.3% | +762.2% | 0.000% | |
8/16/2024 | Clearline Capital LP | 149,345 | $31.46M | 0.9% | +726.7% | 0.001% | |
8/16/2024 | Algert Global LLC | 3,019 | $0.64M | 0.0% | +141.7% | 0.000% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 33,079 | $6.97M | 0.1% | -62.1% | 0.000% | |