10/9/2024 | Iowa State Bank | 22,969 | $2.42M | 0.5% | -4.7% | 0.002% | |
10/9/2024 | Charles Schwab Trust Co | 8,811 | $0.93M | 0.1% | -5.4% | 0.001% | |
10/9/2024 | LVW Advisors LLC | 2,406 | $0.25M | 0.0% | -18.3% | 0.000% | |
10/9/2024 | BWM Planning LLC | 3,754 | $0.40M | 0.2% | N/A | 0.000% | |
10/9/2024 | Independence Bank of Kentucky | 6,808 | $0.72M | 0.2% | +5.2% | 0.001% | |
10/9/2024 | Clarius Group LLC | 6,991 | $0.72M | 0.1% | -4.7% | 0.001% | |
10/9/2024 | Merrion Investment Management Co LLC | 2,055 | $0.22M | 0.1% | -32.7% | 0.000% | |
10/9/2024 | Hoese & Co LLP | 500 | $53K | 0.0% | +400.0% | 0.000% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 19,341 | $2.14M | 0.5% | N/A | 0.002% | |
10/9/2024 | Agate Pass Investment Management LLC | 5,083 | $0.54M | 0.3% | -2.1% | 0.000% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 28,990 | $3.05M | 1.1% | +2.1% | 0.002% | |
10/9/2024 | Capital Insight Partners LLC | 5,700 | $0.60M | 0.1% | +1.9% | 0.000% | |
10/9/2024 | Sendero Wealth Management LLC | 88,741 | $9.34M | 1.5% | +19.3% | 0.008% | |
10/9/2024 | Quotient Wealth Partners LLC | 41,578 | $4.38M | 0.1% | -1.5% | 0.004% | |
10/9/2024 | SS&H Financial Advisors Inc. | 2,981 | $0.31M | 0.1% | +7.4% | 0.000% | |
10/9/2024 | UMB Bank n.a. | 89,002 | $9.37M | 0.1% | -4.0% | 0.008% | |
10/9/2024 | Cadinha & Co. LLC | 6,360 | $0.67M | 0.1% | +18.8% | 0.001% | |
10/9/2024 | Unison Advisors LLC | 17,025 | $1.79M | 0.2% | +0.7% | 0.001% | |
10/9/2024 | Atlas Private Wealth Advisors | 3,340 | $0.35M | 0.1% | -11.9% | 0.000% | |
10/9/2024 | Sanders Morris Harris LLC | 27,812 | $2.93M | 0.5% | -57.2% | 0.002% | |
10/9/2024 | Mountain Pacific Investment Advisers LLC | 2,916 | $0.31M | 0.0% | N/A | 0.000% | |
10/9/2024 | Perpetual Ltd | 16,097 | $1.70M | 0.0% | +40.1% | 0.001% | |
10/9/2024 | Bruce G. Allen Investments LLC | 1,289 | $0.14M | 0.1% | -10.2% | 0.000% | |
10/9/2024 | Patten Group Inc. | 10,220 | $1.08M | 0.2% | -16.0% | 0.001% | |
10/9/2024 | Sanibel Captiva Trust Company Inc. | 33,512 | $3.53M | 0.1% | -9.3% | 0.003% | |
10/9/2024 | Wedmont Private Capital | 15,814 | $1.81M | 0.1% | -9.9% | 0.001% | |
10/9/2024 | Marcum Wealth LLC | 4,029 | $0.42M | 0.0% | -3.7% | 0.000% | |
10/9/2024 | Hexagon Capital Partners LLC | 3,828 | $0.40M | 0.1% | -13.0% | 0.000% | |
10/8/2024 | CWM LLC | 46,650 | $4.91M | 0.0% | +6.4% | 0.004% | |
10/8/2024 | Daymark Wealth Partners LLC | 12,929 | $1.36M | 0.0% | +23.5% | 0.001% | |
10/8/2024 | Peddock Capital Advisors LLC | 2,428 | $0.26M | 0.1% | -5.8% | 0.000% | |
10/8/2024 | Perkins Coie Trust Co | 2,008 | $0.21M | 0.0% | -30.0% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 38,940 | $4.10M | 0.3% | +3.2% | 0.003% | |
10/8/2024 | Talbot Financial LLC | 51,503 | $5.42M | 0.7% | +6.7% | 0.004% | |
10/8/2024 | Brookstone Capital Management | 8,472 | $0.89M | 0.0% | +12.7% | 0.001% | |
10/8/2024 | Olistico Wealth LLC | 464 | $49K | 0.0% | -24.4% | 0.000% | |
10/8/2024 | City Holding Co. | 25,336 | $2.67M | 0.4% | -0.5% | 0.002% | |
10/8/2024 | Mattson Financial Services LLC | 18,616 | $2.13M | 0.7% | -0.6% | 0.002% | |
10/8/2024 | Country Trust Bank | 257,253 | $27.08M | 0.7% | -0.1% | 0.022% | |
10/8/2024 | Atomi Financial Group Inc. | 11,360 | $1.20M | 0.1% | +9.8% | 0.001% | |
10/8/2024 | Legacy Private Trust Co. | 56,740 | $5.97M | 0.4% | -2.0% | 0.005% | |
10/8/2024 | Marion Wealth Management | 13,000 | $1.37M | 0.4% | +8.7% | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 20,700 | $2.18M | 0.1% | -3.0% | 0.002% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 4,144 | $0.44M | 0.1% | +6.4% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 2,125 | $0.22M | 0.0% | +4.8% | 0.000% | |
10/8/2024 | Bangor Savings Bank | 2,277 | $0.24M | 0.0% | +13.0% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 10,001 | $1.05M | 0.2% | +1.0% | 0.001% | |
10/8/2024 | Versant Capital Management Inc | 3,033 | $0.32M | 0.1% | +274.9% | 0.000% | |
10/8/2024 | Greenfield Savings Bank | 8,412 | $0.89M | 0.4% | +6.7% | 0.001% | |
10/8/2024 | Mather Group LLC. | 37,618 | $3.96M | 0.1% | -27.0% | 0.003% | |
10/7/2024 | Bank of New Hampshire | 7,613 | $0.80M | 0.2% | -11.5% | 0.001% | |
10/7/2024 | Fulton Bank N.A. | 37,637 | $3.96M | 0.2% | -4.8% | 0.003% | |
10/7/2024 | Lakewood Asset Management LLC | 29,054 | $3.06M | 2.1% | -12.0% | 0.002% | |
10/7/2024 | Parisi Gray Wealth Management | 4,162 | $0.44M | 0.1% | -15.6% | 0.000% | |
10/7/2024 | Miracle Mile Advisors LLC | 26,224 | $2.76M | 0.1% | +1.8% | 0.002% | |
10/7/2024 | Smith Anglin Financial LLC | 3,023 | $0.32M | 0.0% | +17.1% | 0.000% | |
10/7/2024 | Everpar Advisors LLC | 3,551 | $0.37M | 0.2% | -19.4% | 0.000% | |
10/7/2024 | Diversified Trust Co | 9,888 | $1.04M | 0.0% | -2.4% | 0.001% | |
10/7/2024 | Azzad Asset Management Inc. ADV | 36,251 | $3.82M | 0.4% | +2.2% | 0.003% | |
10/7/2024 | GAMMA Investing LLC | 20,384 | $2.15M | 0.2% | +4.3% | 0.002% | |
10/5/2024 | Wright Investors Service Inc. | 12,291 | $1.29M | 0.3% | +1.5% | 0.001% | |
10/5/2024 | Quent Capital LLC | 2,277 | $0.24M | 0.0% | +43.4% | 0.000% | |
10/5/2024 | Harbor Investment Advisory LLC | 9,769 | $1.03M | 0.1% | +8.3% | 0.001% | |
10/5/2024 | Goelzer Investment Management Inc. | 3,359 | $0.35M | 0.0% | +4.2% | 0.000% | |
10/5/2024 | Fluent Financial LLC | 30,623 | $3.22M | 1.6% | +9.4% | 0.003% | |
10/4/2024 | HBW Advisory Services LLC | 2,651 | $0.28M | 0.0% | -6.9% | 0.000% | |
10/3/2024 | Rockland Trust Co. | 6,675 | $0.70M | 0.0% | -5.1% | 0.001% | |
10/3/2024 | Park Avenue Securities LLC | 43,294 | $4.56M | 0.1% | -8.7% | 0.004% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 29,400 | $3.10M | 0.3% | -3.2% | 0.003% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 2,364 | $0.25M | 0.2% | -15.9% | 0.000% | |
10/3/2024 | Czech National Bank | 236,559 | $24.91M | 0.3% | +6.2% | 0.020% | |
10/3/2024 | AMF Tjanstepension AB | 1,163,724 | $122.63M | 0.9% | +4.7% | 0.100% | |
10/2/2024 | Central Pacific Bank Trust Division | 15,833 | $1.67M | 0.2% | +2.1% | 0.001% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 48,757 | $5.13M | 0.1% | +3.8% | 0.004% | |
10/2/2024 | Cascade Investment Advisors Inc. | 15,200 | $1.60M | 1.0% | +1.5% | 0.001% | |
10/2/2024 | Trust Co. of Toledo NA OH | 6,607 | $0.70M | 0.1% | -9.3% | 0.001% | |
10/2/2024 | American National Bank & Trust | 6,427 | $0.68M | 0.1% | -4.6% | 0.001% | |
10/2/2024 | M&R Capital Management Inc. | 6,438 | $0.68M | 0.1% | -2.3% | 0.001% | |
10/1/2024 | Davis Capital Management | 448 | $47K | 0.0% | -43.9% | 0.000% | |
10/1/2024 | Park National Corp OH | 153,544 | $16.17M | 0.6% | -5.4% | 0.013% | |
10/1/2024 | Emprise Bank | 8,725 | $0.92M | 0.5% | -1.7% | 0.001% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 26,756 | $2.82M | 0.2% | -17.1% | 0.002% | |
9/30/2024 | Mattson Financial Services LLC | 18,729 | $2.14M | 0.8% | N/A | 0.002% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 202,375 | $23.15M | 0.1% | +10.5% | 0.017% | |
9/10/2024 | Prio Wealth Limited Partnership | 13,732 | $1.57M | 0.0% | -9.2% | 0.001% | |
9/9/2024 | Heritage Wealth Management Inc. | 12,133 | $1.37M | 0.5% | N/A | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 12,803 | $1.46M | 0.7% | +2.1% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 255,301 | $29.20M | 0.2% | N/A | 0.022% | |
9/3/2024 | Clear Rock Advisors LLC | 22,274 | $2.55M | 1.1% | +2.9% | 0.002% | |
8/30/2024 | Brown Financial Advisors | 11,161 | $1.28M | 0.6% | N/A | 0.001% | |
8/30/2024 | Centennial Bank AR | 4,618 | $0.53M | 0.3% | -2.1% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 532 | $59K | 0.0% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 32,549 | $3.72M | 0.6% | -2.6% | 0.003% | |
8/27/2024 | Clearbridge Investments LLC | 3,546,526 | $405.65M | 0.3% | +10.1% | 0.303% | |
8/27/2024 | Custom Portfolio Group LLC | 10,004 | $1.13M | 0.9% | -2.0% | 0.001% | |
8/27/2024 | New Century Financial Group LLC | 3,345 | $0.38M | 0.2% | N/A | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 327,356 | $37.44M | 0.3% | +5.1% | 0.028% | |
8/26/2024 | Ariadne Wealth Management LP | 1,050 | $0.12M | 0.1% | N/A | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 22,465 | $2.57M | 1.6% | +0.9% | 0.002% | |
8/22/2024 | Cetera Investment Advisers | 308,413 | $35.28M | 0.1% | +7.4% | 0.027% | |