10/5/2024 | Harbor Investment Advisory LLC | 10,150 | $8.99M | 0.8% | -2.4% | 0.001% | |
10/5/2024 | Lwmg LLC | 1,063 | $0.94M | 0.2% | +1.4% | 0.000% | |
10/5/2024 | Goelzer Investment Management Inc. | 546,870 | $484.49M | 26.5% | -3.8% | 0.058% | |
10/5/2024 | Allied Investment Advisors LLC | 252 | $0.22M | 0.0% | -6.3% | 0.000% | |
10/4/2024 | Thrive Wealth Management LLC | 1,506 | $1.33M | 0.2% | -1.4% | 0.000% | |
10/4/2024 | jvl associates llc | 543 | $0.48M | 0.2% | -7.0% | 0.000% | |
10/4/2024 | HBW Advisory Services LLC | 1,583 | $1.40M | 0.2% | +72.6% | 0.000% | |
10/4/2024 | MRA Advisory Group | 1,179 | $1.05M | 0.6% | -10.4% | 0.000% | |
10/4/2024 | Franchise Capital Ltd | 4,585 | $4.06M | 1.5% | N/A | 0.000% | |
10/3/2024 | Rockland Trust Co. | 11,418 | $10.12M | 0.5% | -1.5% | 0.001% | |
10/3/2024 | First Citizens Financial Corp | 3,608 | $3.20M | 1.7% | -1.6% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 247 | $0.22M | 0.1% | N/A | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 615 | $0.55M | 0.1% | +11.8% | 0.000% | |
10/3/2024 | Private Client Services LLC | 1,076 | $0.95M | 0.5% | +9.7% | 0.000% | |
10/3/2024 | Monterey Private Wealth Inc. | 1,170 | $1.04M | 0.4% | -5.1% | 0.000% | |
10/3/2024 | CJM Wealth Advisers Ltd. | 732 | $0.65M | 0.2% | N/A | 0.000% | |
10/3/2024 | Apella Capital LLC | 1,604 | $1.43M | 0.1% | +1.0% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 16,893 | $14.97M | 0.2% | -9.2% | 0.002% | |
10/3/2024 | Wiser Wealth Management Inc | 563 | $0.50M | 0.1% | N/A | 0.000% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 1,851 | $1.64M | 0.3% | -7.7% | 0.000% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 8,332 | $7.38M | 0.7% | +24.1% | 0.001% | |
10/3/2024 | Unique Wealth LLC | 1,401 | $1.24M | 0.3% | +303.7% | 0.000% | |
10/3/2024 | Curbstone Financial Management Corp | 4,554 | $4.04M | 0.9% | -31.4% | 0.000% | |
10/3/2024 | Czech National Bank | 160,697 | $142.37M | 1.4% | +5.6% | 0.017% | |
10/3/2024 | AMF Tjanstepension AB | 331,786 | $293.96M | 2.1% | +113.7% | 0.035% | |
10/2/2024 | Central Pacific Bank Trust Division | 10,564 | $9.36M | 1.2% | -6.8% | 0.001% | |
10/2/2024 | Boltwood Capital Management | 2,099 | $1.86M | 0.6% | -3.3% | 0.000% | |
10/2/2024 | JLB & Associates Inc. | 14,153 | $12.54M | 1.6% | -8.0% | 0.001% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 3,315 | $2.94M | 0.1% | -6.2% | 0.000% | |
10/2/2024 | Trust Co. of Toledo NA OH | 28,725 | $25.45M | 3.4% | +0.1% | 0.003% | |
10/2/2024 | First Community Trust NA | 257 | $0.23M | 0.2% | +4.9% | 0.000% | |
10/2/2024 | Stonehearth Capital Management LLC | 250 | $0.22M | 0.1% | -5.7% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 2,366 | $2.10M | 0.4% | -4.3% | 0.000% | |
10/2/2024 | American National Bank & Trust | 6,581 | $5.83M | 0.7% | -0.2% | 0.001% | |
10/2/2024 | M&R Capital Management Inc. | 1,802 | $1.60M | 0.4% | +2.5% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 4,888 | $4.33M | 0.3% | -1.2% | 0.001% | |
10/1/2024 | Jacobs & Co. CA | 21,745 | $19.27M | 1.9% | -1.1% | 0.002% | |
10/1/2024 | Park National Corp OH | 11,400 | $10.10M | 0.4% | -0.8% | 0.001% | |
10/1/2024 | Emprise Bank | 604 | $0.54M | 0.3% | -43.0% | 0.000% | |
10/1/2024 | BancFirst Trust & Investment Management | 432 | $0.38M | 0.1% | -44.0% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 1,757 | $1.56M | 0.1% | -3.8% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 586 | $0.52M | 0.2% | -6.5% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 14,934 | $13.23M | 1.0% | -2.9% | 0.002% | |
9/30/2024 | Ashburton Jersey Ltd | 153 | $0.14M | 0.1% | N/A | 0.000% | |
9/27/2024 | Sage Advisors LLC | 18,652 | $16.89M | 13.7% | +1.0% | 0.002% | |
9/25/2024 | Passive Capital Management LLC. | 718 | $0.65M | 0.2% | N/A | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 4,018 | $3.74M | 1.6% | +230.2% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 6,099 | $5.52M | 0.4% | +102.4% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 13,966 | $12.65M | 1.3% | +0.9% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 300,325 | $271.91M | 0.8% | +12.6% | 0.032% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 6,610 | $5.99M | 1.2% | -0.3% | 0.001% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 3,850 | $3.49M | 1.3% | +18.4% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 2,400 | $2.17M | 0.1% | -12.6% | 0.000% | |
9/10/2024 | Cannon Financial Strategists Inc. | 348 | $0.32M | 0.1% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 10,477 | $9.58M | 3.2% | N/A | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 477 | $0.43M | 0.2% | +59.0% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 226,574 | $205.14M | 1.5% | N/A | 0.024% | |
9/3/2024 | Clear Rock Advisors LLC | 253 | $0.23M | 0.1% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 409 | $0.37M | 0.2% | -56.9% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 624 | $0.57M | 0.2% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 3,030 | $2.74M | 0.8% | -1.5% | 0.000% | |
8/28/2024 | RiverFront Investment Group LLC | 283 | $0.26M | 0.0% | N/A | 0.000% | |
8/28/2024 | Birmingham Capital Management Co. Inc. AL | 13,900 | $12.59M | 4.9% | -12.6% | 0.001% | |
8/28/2024 | Sycomore Asset Management | 39,013 | $35.16M | 6.2% | +206.4% | 0.004% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 410 | $0.37M | 0.2% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 3,209 | $2.91M | 0.4% | -0.9% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 1,131,967 | $1.02B | 0.8% | -0.1% | 0.119% | |
8/27/2024 | Dana Investment Advisors Inc. | 20,636 | $18.68M | 0.6% | -1.4% | 0.002% | |
8/27/2024 | New Wave Wealth Advisors LLC | 1,344 | $1.22M | 0.7% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 2,862 | $2.59M | 0.7% | -5.2% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 2,185 | $1.98M | 0.8% | +10.0% | 0.000% | |
8/26/2024 | Wealthquest Corp | 5,191 | $4.70M | 0.6% | -1.4% | 0.001% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 105,687 | $95.69M | 0.9% | -3.7% | 0.011% | |
8/22/2024 | Aldebaran Financial Inc. | 723 | $0.66M | 0.9% | +17.9% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 224,922 | $203.64M | 0.5% | +0.3% | 0.024% | |
8/22/2024 | 3Chopt Investment Partners LLC | 3,746 | $3.39M | 1.0% | +14.8% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 4,763 | $4.31M | 2.4% | -0.2% | 0.001% | |
8/21/2024 | Granite Bay Wealth Management LLC | 356 | $0.32M | 0.0% | N/A | 0.000% | |
8/21/2024 | Ted Buchan & Co | 1,966 | $1.78M | 1.0% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 3,208 | $2.91M | 0.1% | +6.5% | 0.000% | |
8/20/2024 | Pathway Financial Advisers LLC | 1,101 | $0.98M | 0.4% | +4.2% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 1,123 | $1.02M | 0.4% | -3.9% | 0.000% | |
8/19/2024 | Old North State Trust LLC | 7,247 | $6.56M | 5.7% | -0.8% | 0.001% | |
8/19/2024 | HWG Holdings LP | 16,459 | $14.90M | 5.5% | N/A | 0.002% | |
8/19/2024 | EP Wealth Advisors LLC | 31,326 | $28.36M | 0.3% | +0.4% | 0.003% | |
8/19/2024 | Kimelman & Baird LLC | 37,960 | $34.37M | 2.8% | N/A | 0.004% | |
8/19/2024 | Brown Shipley& Co Ltd | 1,402 | $1.27M | 0.6% | -3.0% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 38,230 | $34.61M | 0.9% | -11.3% | 0.004% | |
8/16/2024 | Gateway Wealth Partners LLC | 799 | $0.72M | 0.2% | +3.2% | 0.000% | |
8/16/2024 | Wallace Capital Management Inc. | 1,030 | $0.93M | 0.1% | -16.3% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 9,986 | $9.04M | 6.6% | -8.2% | 0.001% | |
8/16/2024 | Core Alternative Capital | 16,686 | $15.11M | 3.0% | -9.5% | 0.002% | |
8/16/2024 | High Falls Advisors Inc | 526 | $0.48M | 0.1% | +7.1% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 5,323 | $4.82M | 0.3% | +0.3% | 0.001% | |
8/16/2024 | Invst LLC | 5,363 | $4.90M | 0.5% | -1.0% | 0.001% | |
8/16/2024 | Teewinot Capital Advisers L.L.C. | 87,058 | $78.82M | 7.8% | -1.2% | 0.009% | |
8/16/2024 | Covington Investment Advisors Inc. | 20,528 | $18.59M | 3.0% | -2.1% | 0.002% | |
8/16/2024 | Wallace Advisory Group LLC | 355 | $0.32M | 0.2% | N/A | 0.000% | |
8/16/2024 | William B. Walkup & Associates Inc. | 2,335 | $2.11M | 1.4% | N/A | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 4,976 | $4.51M | 0.5% | -10.7% | 0.001% | |