12/19/2024 | Independent Solutions Wealth Management LLC | 39,039 | $4.58M | 1.0% | -2.5% | 0.001% | |
12/16/2024 | SMART Wealth LLC | 2,041 | $0.24M | 0.1% | -15.4% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 3,023,423 | $354.41M | 1.1% | -7.7% | 0.069% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 274,650 | $32.39M | 0.9% | -7.7% | 0.006% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 6,508 | $0.76M | 0.3% | -2.0% | 0.000% | |
12/11/2024 | 1ST Source Bank | 60,161 | $7.05M | 0.4% | -4.2% | 0.001% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 53,604 | $6.28M | 2.3% | +0.2% | 0.001% | |
12/10/2024 | DGS Capital Management LLC | 4,477 | $0.53M | 0.1% | -4.8% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 9,352 | $1.10M | 0.3% | +3.2% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 3,937 | $0.46M | 0.4% | N/A | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 28,929 | $3.39M | 0.1% | -2.7% | 0.001% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 12,574 | $1.47M | 1.0% | -2.2% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 1,513,488 | $177.41M | 0.7% | -3.5% | 0.034% | |
12/3/2024 | Denver PWM LLC | 1,039 | $0.12M | 0.0% | -29.9% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 29,891 | $3.50M | 0.3% | -14.9% | 0.001% | |
11/29/2024 | American Trust | 4,240 | $0.50M | 0.0% | +18.7% | 0.000% | |
11/29/2024 | Old North State Trust LLC | 9,480 | $1.11M | 0.9% | +7.7% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 31,522,556 | $3.94B | 1.1% | +16.3% | 0.717% | |
11/26/2024 | Asset Advisors Investment Management LLC | 3,800 | $0.45M | 0.0% | -3.4% | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 759,765 | $89.06M | 1.3% | -0.3% | 0.017% | |
11/25/2024 | Synovus Financial Corp | 671,376 | $78.70M | 0.9% | +78.8% | 0.015% | |
11/25/2024 | Castellan Group | 23,085 | $2.71M | 1.1% | +90.5% | 0.001% | |
11/25/2024 | Cim Investment Management Inc. | 8,037 | $0.94M | 0.3% | -3.0% | 0.000% | |
11/25/2024 | Destination Wealth Management | 6,130 | $0.72M | 0.0% | +22.5% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 380,693 | $44.63M | 0.8% | +90.3% | 0.009% | |
11/25/2024 | Arvest Bank Trust Division | 26,895 | $3.15M | 0.2% | N/A | 0.001% | |
11/25/2024 | Sfmg LLC | 18,856 | $2.21M | 0.2% | -3.4% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 124,285 | $14.57M | 0.4% | +55.2% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 1,181,745 | $143.93M | 0.9% | +20.2% | 0.027% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 128,995 | $15.12M | 0.9% | +2.4% | 0.003% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 274,744 | $32.21M | 1.0% | -3.0% | 0.006% | |
11/22/2024 | Sculati Wealth Management LLC | 3,388 | $0.39M | 0.2% | -5.6% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 6,777 | $0.79M | 0.3% | N/A | 0.000% | |
11/22/2024 | Fulcrum Equity Management | 7,412 | $0.87M | 0.7% | -27.2% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 107,883 | $12.65M | 1.2% | +1.2% | 0.002% | |
11/21/2024 | Tudor Financial Inc. | 9,396 | $1.10M | 0.7% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 62,967 | $7.38M | 3.6% | -8.3% | 0.001% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 21,279 | $2.48M | 0.4% | -3.0% | 0.000% | |
11/21/2024 | Wealthquest Corp | 12,563 | $1.51M | 0.1% | +1.1% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 73,158 | $8.58M | 1.9% | +9.7% | 0.002% | |
11/20/2024 | Diamant Asset Management Inc. | 12,949 | $1.52M | 1.0% | +0.9% | 0.000% | |
11/20/2024 | Advisory Resource Group | 43,700 | $5.12M | 1.1% | +3.0% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 85,150 | $9.98M | 1.2% | -16.3% | 0.002% | |
11/20/2024 | Passumpsic Savings Bank | 3,619 | $0.42M | 0.3% | +50.5% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 5,603 | $0.66M | 0.1% | +7.4% | 0.000% | |
11/19/2024 | Invst LLC | 17,941 | $2.10M | 0.3% | -3.4% | 0.000% | |
11/19/2024 | Citizens Business Bank | 26,390 | $3.09M | 0.6% | -3.9% | 0.001% | |
11/19/2024 | Second Line Capital LLC | 50,448 | $5.91M | 1.6% | +15.3% | 0.001% | |
11/19/2024 | TCW Group Inc. | 666,593 | $78.14M | 0.7% | -14.6% | 0.015% | |
11/19/2024 | Hohimer Wealth Management LLC | 43,944 | $5.15M | 1.1% | +0.5% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 69,525 | $8.15M | 0.8% | +149.9% | 0.002% | |
11/18/2024 | Rehmann Capital Advisory Group | 33,103 | $3.89M | 0.3% | -1.9% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 32,005 | $3.75M | 0.1% | +0.4% | 0.001% | |
11/18/2024 | Hobbs Group Advisors LLC | 12,263 | $1.44M | 0.5% | -1.3% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 11,407 | $1.34M | 0.3% | -19.5% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 8,496 | $1M | 0.4% | N/A | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 55,552 | $6.50M | 0.5% | -9.2% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 338,489 | $39.68M | 0.3% | -6.8% | 0.008% | |
11/18/2024 | Sunbelt Securities Inc. | 150,755 | $17.67M | 1.7% | +6.5% | 0.003% | |
11/18/2024 | Toronto Dominion Bank | 2,221,555 | $260.41M | 0.5% | -5.0% | 0.051% | |
11/18/2024 | Chiron Investment Management LLC | 35,744 | $4.19M | 1.5% | +81.5% | 0.001% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 4,969 | $0.58M | 0.4% | -2.9% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 4,130 | $0.48M | 0.2% | -38.5% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 135,660 | $15.94M | 0.3% | +13.7% | 0.003% | |
11/18/2024 | Twin Lakes Capital Management LLC | 39,657 | $4.65M | 2.5% | -0.6% | 0.001% | |
11/18/2024 | RB Capital Management LLC | 21,999 | $2.58M | 0.6% | +1.6% | 0.001% | |
11/18/2024 | First Dallas Securities Inc. | 60,206 | $7.06M | 2.9% | -3.8% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 92,194,981 | $10.78B | 0.9% | +1.8% | 2.098% | |
11/15/2024 | MidWestOne Financial Group Inc. | 37,654 | $4.41M | 0.6% | -0.6% | 0.001% | |
11/15/2024 | Insight Inv LLC | 20,581 | $2.41M | 2.0% | +4.0% | 0.000% | |
11/15/2024 | Valued Retirements Inc. | 39,662 | $4.65M | 6.4% | N/A | 0.001% | |
11/15/2024 | 3Chopt Investment Partners LLC | 13,457 | $1.58M | 0.6% | -1.5% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 25,016 | $2.93M | 0.6% | -0.4% | 0.001% | |
11/15/2024 | Brophy Wealth Management LLC | 7,873 | $0.92M | 0.3% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 185,284 | $21.72M | 0.7% | +0.5% | 0.004% | |
11/15/2024 | High Falls Advisors Inc | 8,195 | $0.96M | 0.2% | -4.9% | 0.000% | |
11/15/2024 | Impala Asset Management LLC | 45,100 | $5.29M | 3.7% | +100.4% | 0.001% | |
11/15/2024 | Resources Management Corp CT ADV | 55,957 | $6.56M | 0.9% | -1.5% | 0.001% | |
11/15/2024 | Executive Wealth Management LLC | 54,102 | $6.34M | 0.5% | +361.9% | 0.001% | |
11/15/2024 | Guardian Wealth Management Inc. | 979 | $0.12M | 0.1% | -8.3% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 5,689 | $0.67M | 0.5% | N/A | 0.000% | |
11/15/2024 | Raelipskie Partnership | 22,204 | $2.60M | 1.3% | N/A | 0.001% | |
11/15/2024 | Continuum Advisory LLC | 56,831 | $6.85M | 0.9% | +6.0% | 0.001% | |
11/15/2024 | O Brien Greene & Co. Inc | 3,569 | $0.42M | 0.1% | -5.2% | 0.000% | |
11/15/2024 | LRI Investments LLC | 39,770 | $4.80M | 0.4% | +1.9% | 0.001% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 15,802 | $1.85M | 0.7% | +11.3% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 8,083 | $0.95M | 0.1% | +10.2% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 46,730 | $5.48M | 1.3% | +1.6% | 0.001% | |
11/15/2024 | Hamilton Capital LLC | 29,694 | $3.47M | 0.3% | +13.0% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 2,063,085 | $241.84M | 1.0% | -1.2% | 0.047% | |
11/15/2024 | SGL Investment Advisors Inc. | 1,854 | $0.22M | 0.1% | N/A | 0.000% | |
11/15/2024 | EWA LLC | 6,314 | $0.76M | 0.3% | +25.9% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 108,770 | $12.52M | 1.2% | -7.6% | 0.002% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 42,990 | $5.04M | 0.3% | -0.6% | 0.001% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 2,113,715 | $247.77M | 0.8% | +7.0% | 0.048% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 24,043 | $2.82M | 0.2% | -82.1% | 0.001% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 12,685 | $1.49M | 0.5% | -0.9% | 0.000% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 23,325 | $2.73M | 0.7% | +0.7% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 546,211 | $64.03M | 0.2% | +2.5% | 0.012% | |
11/15/2024 | Hodges Capital Management Inc. | 109,275 | $12.81M | 0.8% | -1.0% | 0.002% | |