10/28/2024 | Congress Asset Management Co. | 948,796 | $111.22M | 0.8% | +0.9% | 0.024% | |
10/28/2024 | Petra Financial Advisors Inc. | 4,155 | $0.49M | 0.3% | +90.0% | 0.000% | |
10/28/2024 | HM Payson & Co. | 342,571 | $40.16M | 0.7% | +1.7% | 0.009% | |
10/28/2024 | Sippican Capital Advisors | 29,837 | $3.50M | 2.4% | +1.0% | 0.001% | |
10/28/2024 | Oldfather Financial Services LLC | 3,835 | $0.45M | 0.2% | +2.8% | 0.000% | |
10/28/2024 | Meitav Investment House Ltd. | 216,566 | $25.39M | 0.4% | -23.2% | 0.005% | |
10/28/2024 | Measured Wealth Private Client Group LLC | 7,437 | $0.87M | 0.3% | -14.7% | 0.000% | |
10/28/2024 | Catalyst Financial Partners LLC | 27,947 | $3.28M | 0.6% | +2.7% | 0.001% | |
10/25/2024 | Voisard Asset Management Group Inc. | 4,634 | $0.54M | 0.2% | +3.3% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 32,725 | $3.84M | 0.2% | -6.0% | 0.001% | |
10/25/2024 | S.A. Mason LLC | 7,033 | $0.82M | 0.4% | +4.3% | 0.000% | |
10/25/2024 | 1620 Investment Advisors Inc. | 6,020 | $0.71M | 0.5% | -29.0% | 0.000% | |
10/25/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 86,700 | $10.16M | 1.0% | -2.9% | 0.002% | |
10/25/2024 | Cornerstone Wealth Group LLC | 82,500 | $9.67M | 0.8% | +1.0% | 0.002% | |
10/25/2024 | TNF LLC | 20,553 | $2.46M | 0.9% | -0.8% | 0.001% | |
10/25/2024 | Oak Harvest Investment Services | 31,676 | $3.71M | 0.5% | -3.3% | 0.001% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 103,691 | $12.16M | 1.3% | -9.6% | 0.003% | |
10/25/2024 | Fiducient Advisors LLC | 21,407 | $2.51M | 0.3% | +224.2% | 0.001% | |
10/25/2024 | JFS Wealth Advisors LLC | 36,111 | $4.23M | 0.3% | +25.1% | 0.001% | |
10/25/2024 | Sunburst Financial Group LLC | 3,459 | $0.41M | 0.1% | -3.0% | 0.000% | |
10/25/2024 | Diversify Wealth Management LLC | 20,253 | $2.44M | 0.2% | +35.3% | 0.001% | |
10/25/2024 | Pinnacle Associates Ltd. | 212,184 | $24.87M | 0.4% | -7.3% | 0.005% | |
10/25/2024 | First Trust Direct Indexing L.P. | 156,123 | $18.30M | 1.0% | +7.7% | 0.004% | |
10/25/2024 | WASHINGTON TRUST Co | 46,779 | $5.48M | 0.2% | +4.7% | 0.001% | |
10/25/2024 | Echo45 Advisors LLC | 1,800 | $0.21M | 0.1% | -6.5% | 0.000% | |
10/25/2024 | Cove Private Wealth LLC | 9,736 | $1.14M | 0.9% | -4.2% | 0.000% | |
10/25/2024 | Evermay Wealth Management LLC | 11,697 | $1.37M | 0.2% | -3.2% | 0.000% | |
10/25/2024 | New York State Teachers Retirement System | 4,083,645 | $478.69M | 1.0% | -5.1% | 0.104% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 2,079 | $0.24M | 0.1% | N/A | 0.000% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 391,780 | $46.85M | 0.4% | -1.4% | 0.010% | |
10/25/2024 | Golden State Equity Partners | 24,067 | $2.82M | 0.6% | +11.0% | 0.001% | |
10/25/2024 | Highline Wealth Partners LLC | 464 | $54K | 0.0% | N/A | 0.000% | |
10/25/2024 | Your Advocates Ltd. LLP | 18,159 | $2.13M | 0.8% | -2.3% | 0.000% | |
10/25/2024 | GSB Wealth Management LLC | 18,496 | $2.17M | 0.6% | +4.5% | 0.000% | |
10/25/2024 | Adams Natural Resources Fund Inc. | 1,489,955 | $174.65M | 25.9% | +0.8% | 0.038% | |
10/25/2024 | Pathway Financial Advisers LLC | 570,364 | $66.86M | 0.7% | +12,865.8% | 0.014% | |
10/25/2024 | Mutual Advisors LLC | 103,220 | $12.34M | 0.3% | -3.1% | 0.003% | |
10/25/2024 | Great Diamond Partners LLC | 8,591 | $1.01M | 0.3% | -24.7% | 0.000% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 182,258 | $21.36M | 1.6% | +5.3% | 0.005% | |
10/25/2024 | Avitas Wealth Management LLC | 55,412 | $6.50M | 0.9% | +1.4% | 0.001% | |
10/25/2024 | Childress Capital Advisors LLC | 223,165 | $26.16M | 7.1% | -10.9% | 0.006% | |
10/25/2024 | Highview Capital Management LLC DE | 14,088 | $1.65M | 0.7% | N/A | 0.000% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 36,358 | $4.26M | 0.2% | -1.4% | 0.001% | |
10/25/2024 | Lodestar Private Asset Management LLC | 9,919 | $1.16M | 0.1% | +1.1% | 0.000% | |
10/25/2024 | Eagle Strategies LLC | 26,943 | $3.16M | 0.6% | -5.7% | 0.001% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 4,259 | $0.50M | 0.5% | -57.8% | 0.000% | |
10/25/2024 | Fidelis Capital Partners LLC | 77,095 | $9.27M | 1.1% | +2.0% | 0.002% | |
10/25/2024 | Valmark Advisers Inc. | 53,996 | $6.33M | 0.1% | +2.9% | 0.001% | |
10/25/2024 | Sicart Associates LLC | 4,472 | $0.52M | 0.2% | -3.9% | 0.000% | |
10/25/2024 | Andina Capital Management LLC | 2,661 | $0.31M | 0.2% | -18.1% | 0.000% | |
10/25/2024 | American Financial Advisors LLC | 2,701 | $0.32M | 0.0% | -8.5% | 0.000% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 4,216 | $0.49M | 0.3% | -57.1% | 0.000% | |
10/25/2024 | GW Henssler & Associates Ltd. | 275,667 | $32.31M | 1.8% | -1.7% | 0.007% | |
10/25/2024 | Tyche Wealth Partners LLC | 141,714 | $16.61M | 3.8% | +0.7% | 0.004% | |
10/25/2024 | Abich Financial Wealth Management LLC | 2,832 | $0.33M | 0.7% | -13.5% | 0.000% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 276,117 | $32.37M | 1.0% | +1.4% | 0.007% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 3,053 | $0.36M | 0.1% | -4.8% | 0.000% | |
10/25/2024 | True Link Financial Advisors LLC | 11,304 | $1.33M | 0.1% | -1.4% | 0.000% | |
10/25/2024 | MONECO Advisors LLC | 37,823 | $4.43M | 0.6% | +18.9% | 0.001% | |
10/25/2024 | Diversify Advisory Services LLC | 41,822 | $5.05M | 0.3% | +1.3% | 0.001% | |
10/25/2024 | Integrated Advisors Network LLC | 82,472 | $9.67M | 0.5% | -2.8% | 0.002% | |
10/25/2024 | MBA Advisors LLC | 15,634 | $1.83M | 0.9% | +2.6% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 5,604 | $0.66M | 0.3% | -31.5% | 0.000% | |
10/25/2024 | Gibraltar Capital Management Inc. | 63,888 | $7.49M | 3.4% | +0.7% | 0.002% | |
10/25/2024 | Gateway Wealth Partners LLC | 4,891 | $0.57M | 0.2% | -12.9% | 0.000% | |
10/25/2024 | Wells Trecaso Financial Group LLC | 61,725 | $7.24M | 2.4% | +0.3% | 0.002% | |
10/25/2024 | Barry Investment Advisors LLC | 6,376 | $0.75M | 0.2% | -6.1% | 0.000% | |
10/25/2024 | Signature Wealth Management Partners LLC | 6,739 | $0.79M | 0.6% | -47.1% | 0.000% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 16,119 | $1.89M | 0.2% | +132.0% | 0.000% | |
10/25/2024 | Boston Financial Mangement LLC | 51,650 | $6.05M | 0.2% | -18.6% | 0.001% | |
10/25/2024 | Traynor Capital Management Inc. | 31,846 | $3.73M | 0.2% | +1.1% | 0.001% | |
10/25/2024 | abrdn plc | 1,100,758 | $128.06M | 0.2% | -21.6% | 0.028% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 205,773 | $24.12M | 1.6% | +0.0% | 0.005% | |
10/25/2024 | Smith Group Asset Management LLC | 146,482 | $17.17M | 1.4% | +1.5% | 0.004% | |
10/25/2024 | Worth Financial Advisory Group LLC | 9,477 | $1.11M | 0.7% | +7.7% | 0.000% | |
10/25/2024 | Pallas Capital Advisors LLC | 181,884 | $21.75M | 0.9% | -2.0% | 0.005% | |
10/24/2024 | Hunter Associates Investment Management LLC | 50,517 | $5.92M | 0.9% | -1.1% | 0.001% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 6,525 | $0.78M | 0.1% | -20.2% | 0.000% | |
10/24/2024 | Orrstown Financial Services Inc. | 12,288 | $1.44M | 0.4% | +116.4% | 0.000% | |
10/24/2024 | Old Port Advisors | 10,300 | $1.21M | 0.3% | +2.3% | 0.000% | |
10/24/2024 | Autumn Glory Partners LLC | 24,808 | $2.92M | 1.1% | +34.8% | 0.001% | |
10/24/2024 | Nisa Investment Advisors LLC | 1,184,072 | $138.80M | 0.8% | -1.2% | 0.030% | |
10/24/2024 | Arbor Investment Advisors LLC | 6,389 | $0.75M | 0.1% | -6.0% | 0.000% | |
10/24/2024 | Morton Brown Family Wealth LLC | 1,430 | $0.17M | 0.1% | +38.6% | 0.000% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 36,182 | $4.24M | 0.6% | +8.0% | 0.001% | |
10/24/2024 | Concord Wealth Partners | 41,498 | $4.86M | 0.8% | +5.5% | 0.001% | |
10/24/2024 | Yeomans Consulting Group Inc. | 3,883 | $0.46M | 0.2% | +5.2% | 0.000% | |
10/24/2024 | Investment Partners Asset Management Inc. | 5,885 | $0.69M | 0.6% | -4.9% | 0.000% | |
10/24/2024 | Asahi Life Asset Management CO. LTD. | 6,715 | $0.79M | 0.5% | -41.8% | 0.000% | |
10/24/2024 | Forbes J M & Co. LLP | 44,222 | $5.18M | 0.5% | -0.2% | 0.001% | |
10/24/2024 | Welch Group LLC | 514,753 | $60.34M | 2.6% | +0.6% | 0.013% | |
10/24/2024 | Inscription Capital LLC | 60,067 | $7.04M | 1.0% | +1.0% | 0.002% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 51,294 | $6.01M | 0.9% | +1.1% | 0.001% | |
10/24/2024 | Southern Capital Advisors LLC | 5,483 | $0.64M | 0.4% | +14.9% | 0.000% | |
10/24/2024 | Lederer & Associates Investment Counsel CA | 9,455 | $1.11M | 0.8% | -1.5% | 0.000% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 12,100 | $1.42M | 0.6% | -33.8% | 0.000% | |
10/24/2024 | Leuthold Group LLC | 76,051 | $8.92M | 1.0% | -3.0% | 0.002% | |
10/24/2024 | Family Investment Center Inc. | 8,642 | $1.01M | 0.3% | -1.0% | 0.000% | |
10/24/2024 | FCG Investment Co | 28,904 | $3.39M | 2.2% | -2.2% | 0.001% | |
10/24/2024 | FSA Advisors Inc. | 3,006 | $0.35M | 0.3% | +3.6% | 0.000% | |