10/31/2024 | Graypoint LLC | 6,340 | $1.75M | 0.1% | +6.6% | 0.002% | |
10/31/2024 | Forte Capital LLC ADV | 1,345 | $0.37M | 0.0% | -5.3% | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 16,732 | $4.63M | 1.5% | -6.1% | 0.004% | |
10/31/2024 | Spinnaker Trust | 23,209 | $6.42M | 0.4% | -0.2% | 0.006% | |
10/31/2024 | Donald L. Hagan LLC | 800 | $0.22M | 0.1% | N/A | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 29,513 | $8.17M | 0.2% | -0.4% | 0.007% | |
10/31/2024 | Family Asset Management LLC | 769 | $0.21M | 0.1% | N/A | 0.000% | |
10/30/2024 | Umpqua Bank | 2,999 | $0.83M | 0.3% | +3.7% | 0.001% | |
10/30/2024 | Foster & Motley Inc. | 6,246 | $1.73M | 0.1% | -2.4% | 0.002% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 747 | $0.21M | 0.1% | N/A | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 13,076 | $3.62M | 0.5% | +17.2% | 0.003% | |
10/30/2024 | Catalina Capital Group LLC | 1,613 | $0.45M | 0.1% | +10.3% | 0.000% | |
10/30/2024 | Northstar Asset Management Inc. | 58,871 | $16.29M | 4.0% | -0.3% | 0.014% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 127,778 | $35.36M | 1.4% | -3.6% | 0.031% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 1,285 | $0.36M | 0.0% | -6.0% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 31,425 | $8.70M | 0.8% | +0.8% | 0.008% | |
10/30/2024 | Balentine LLC | 3,320 | $0.92M | 0.0% | +4.9% | 0.001% | |
10/30/2024 | Fiduciary Family Office LLC | 3,239 | $0.90M | 0.3% | +4.5% | 0.001% | |
10/30/2024 | Falcon Wealth Planning | 761 | $0.21M | 0.0% | N/A | 0.000% | |
10/30/2024 | Austin Private Wealth LLC | 923 | $0.26M | 0.0% | +4.4% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 4,170 | $1.15M | 0.0% | +22.6% | 0.001% | |
10/30/2024 | NorthRock Partners LLC | 1,112 | $0.31M | 0.0% | -22.9% | 0.000% | |
10/30/2024 | Heritage Investors Management Corp | 76,417 | $21.15M | 0.7% | -3.1% | 0.019% | |
10/30/2024 | Pittenger & Anderson Inc. | 47,189 | $13.06M | 0.5% | +2.8% | 0.012% | |
10/30/2024 | Amalgamated Bank | 88,011 | $24.36M | 0.2% | +0.3% | 0.022% | |
10/30/2024 | Sentry Investment Management LLC | 1,961 | $0.54M | 0.2% | N/A | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 861 | $0.24M | 0.0% | -7.8% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 32,131 | $8.89M | 0.2% | -33.4% | 0.008% | |
10/30/2024 | Moloney Securities Asset Management LLC | 756 | $0.21M | 0.0% | N/A | 0.000% | |
10/30/2024 | FSM Wealth Advisors LLC | 1,498 | $0.42M | 0.1% | +48.3% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 773 | $0.21M | 0.0% | +95.7% | 0.000% | |
10/30/2024 | Capital Investment Services of America Inc. | 7,644 | $2.12M | 0.2% | -1.9% | 0.002% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 1,120 | $0.31M | 0.1% | -11.3% | 0.000% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 3,297 | $0.91M | 0.2% | -60.7% | 0.001% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 159,665 | $44.18M | 0.3% | -1.8% | 0.039% | |
10/30/2024 | PDS Planning Inc | 3,702 | $1.02M | 0.1% | +1.3% | 0.001% | |
10/30/2024 | World Equity Group Inc. | 3,820 | $1.06M | 0.4% | +15.1% | 0.001% | |
10/30/2024 | TKG Advisors LLC | 4,530 | $1.25M | 0.6% | -47.8% | 0.001% | |
10/30/2024 | Leeward Financial Partners LLC | 1,293 | $0.36M | 0.1% | -2.9% | 0.000% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 796 | $0.22M | 0.1% | N/A | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 31,126 | $8.61M | 0.1% | +4.2% | 0.008% | |
10/30/2024 | Asset Management One Co. Ltd. | 162,287 | $44.91M | 0.2% | +2.5% | 0.040% | |
10/30/2024 | National Pension Service | 755,517 | $209.07M | 0.2% | +11.9% | 0.185% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 1,599 | $0.45M | 0.2% | +7.5% | 0.000% | |
10/30/2024 | Intact Investment Management Inc. | 35,480 | $9.82M | 0.3% | +13.4% | 0.009% | |
10/29/2024 | Northeast Investment Management | 6,885 | $1.91M | 0.1% | -1.5% | 0.002% | |
10/29/2024 | Donaldson Capital Management LLC | 49,303 | $13.64M | 0.5% | +0.5% | 0.012% | |
10/29/2024 | Kanawha Capital Management LLC | 117,432 | $32.50M | 2.4% | -0.8% | 0.029% | |
10/29/2024 | Forum Financial Management LP | 4,270 | $1.18M | 0.0% | -15.9% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 265,166 | $73.38M | 0.1% | +76.0% | 0.065% | |
10/29/2024 | Harbour Investment Management LLC | 17,022 | $4.73M | 2.1% | -6.8% | 0.004% | |
10/29/2024 | Veritas Asset Management LLP | 1,347,058 | $372.77M | 2.8% | -3.3% | 0.329% | |
10/29/2024 | Fort L.P. | 818 | $0.23M | 0.6% | N/A | 0.000% | |
10/29/2024 | BSW Wealth Partners | 3,617 | $1M | 0.2% | -1.5% | 0.001% | |
10/29/2024 | Angeles Wealth Management LLC | 1,416 | $0.39M | 0.0% | +39.8% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 130,954 | $37.98M | 0.0% | +9.0% | 0.032% | |
10/29/2024 | Whitener Capital Management Inc. | 800 | $0.22M | 0.1% | N/A | 0.000% | |
10/29/2024 | Glassy Mountain Advisors Inc. | 2,516 | $0.70M | 0.2% | N/A | 0.001% | |
10/29/2024 | Empire Life Investments Inc. | 23,205 | $6.42M | 0.4% | -12.9% | 0.006% | |
10/29/2024 | Baxter Bros Inc. | 82,571 | $22.85M | 3.0% | -1.8% | 0.020% | |
10/29/2024 | Janney Montgomery Scott LLC | 190,211 | $52.64M | 0.1% | +0.5% | 0.046% | |
10/29/2024 | White Pine Investment CO | 3,121 | $0.86M | 0.2% | -2.8% | 0.001% | |
10/29/2024 | Indie Asset Partners LLC | 1,048 | $0.29M | 0.2% | N/A | 0.000% | |
10/29/2024 | Arcadia Investment Management Corp MI | 15,038 | $4.16M | 0.7% | -1.8% | 0.004% | |
10/29/2024 | Janney Capital Management LLC | 9,574 | $2.65M | 0.2% | -0.8% | 0.002% | |
10/29/2024 | Conning Inc. | 139,234 | $38.53M | 1.3% | -5.7% | 0.034% | |
10/29/2024 | Optas LLC | 1,077 | $0.30M | 0.1% | +9.5% | 0.000% | |
10/29/2024 | Princeton Global Asset Management LLC | 724 | $0.20M | 0.0% | +174.2% | 0.000% | |
10/29/2024 | First Interstate Bank | 3,562 | $0.99M | 0.1% | +15.5% | 0.001% | |
10/29/2024 | Greenwich Wealth Management LLC | 1,918 | $0.53M | 0.0% | +6.0% | 0.000% | |
10/29/2024 | Invesco LLC | 6,001 | $1.66M | 0.7% | +0.8% | 0.001% | |
10/29/2024 | F M Investments LLC | 17,468 | $4.83M | 0.2% | -3.7% | 0.004% | |
10/29/2024 | Vigilare Wealth Management | 726 | $0.20M | 0.1% | N/A | 0.000% | |
10/29/2024 | Chicago Partners Investment Group LLC | 3,471 | $1.01M | 0.0% | +4.9% | 0.001% | |
10/29/2024 | Tower Wealth Partners Inc. | 1,054 | $0.29M | 0.2% | +3.4% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 10,084 | $2.79M | 0.1% | +3.2% | 0.002% | |
10/29/2024 | Dash Acquisitions Inc. | 52,329 | $15.07M | 3.6% | +5.6% | 0.013% | |
10/29/2024 | Weatherly Asset Management L. P. | 776 | $0.22M | 0.0% | N/A | 0.000% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 18,627 | $5.18M | 0.3% | -2.0% | 0.005% | |
10/28/2024 | Roanoke Asset Management Corp NY | 4,135 | $1.14M | 0.4% | -1.2% | 0.001% | |
10/28/2024 | Eads & Heald Wealth Management | 8,386 | $2.32M | 1.1% | -5.8% | 0.002% | |
10/28/2024 | Americana Partners LLC | 21,314 | $5.90M | 0.4% | +0.4% | 0.005% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 4,479 | $1.24M | 0.1% | +1.4% | 0.001% | |
10/28/2024 | Values Added Financial LLC | 1,740 | $0.48M | 0.3% | +12.0% | 0.000% | |
10/28/2024 | New York State Common Retirement Fund | 586,538 | $162.31M | 0.2% | -5.2% | 0.143% | |
10/28/2024 | Valued Wealth Advisors LLC | 401 | $0.11M | 0.1% | +21.5% | 0.000% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 589 | $0.16M | 0.0% | +7.3% | 0.000% | |
10/28/2024 | Hills Bank & Trust Co | 5,784 | $1.60M | 0.1% | -0.6% | 0.001% | |
10/28/2024 | Hartford Financial Management Inc. | 14,738 | $4.08M | 0.8% | -1.2% | 0.004% | |
10/28/2024 | Stephens Inc. AR | 26,880 | $7.44M | 0.1% | -3.7% | 0.007% | |
10/28/2024 | Norris Perne & French LLP MI | 772 | $0.21M | 0.0% | -9.9% | 0.000% | |
10/28/2024 | Cigna Investments Inc. New | 4,241 | $1.17M | 0.2% | -1.4% | 0.001% | |
10/28/2024 | Fairfield Financial Advisors LTD | 25,346 | $7.01M | 2.4% | -2.3% | 0.006% | |
10/28/2024 | HM Payson & Co. | 41,360 | $11.45M | 0.2% | +0.3% | 0.010% | |
10/28/2024 | Measured Wealth Private Client Group LLC | 1,432 | $0.40M | 0.1% | -16.5% | 0.000% | |
10/28/2024 | Catalyst Financial Partners LLC | 2,121 | $0.59M | 0.1% | +3.5% | 0.001% | |
10/28/2024 | Goldstone Financial Group LLC | 810 | $0.22M | 0.0% | N/A | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 7,810 | $2.16M | 0.1% | -0.5% | 0.002% | |
10/25/2024 | S.A. Mason LLC | 2,328 | $0.64M | 0.3% | -4.1% | 0.001% | |
10/25/2024 | 1620 Investment Advisors Inc. | 955 | $0.26M | 0.2% | -40.3% | 0.000% | |