10/5/2024 | Red Spruce Capital LLC | 8,859 | $5.07M | 2.3% | -2.7% | 0.000% | |
10/5/2024 | Handelsbanken Fonder AB | 1,082,285 | $619.54M | 2.5% | +5.5% | 0.043% | |
10/5/2024 | Grandview Asset Management LLC | 8,658 | $4.96M | 2.8% | -0.2% | 0.000% | |
10/5/2024 | waypoint wealth counsel | 1,282 | $0.73M | 0.5% | +25.8% | 0.000% | |
10/5/2024 | Wright Investors Service Inc. | 24,500 | $14.03M | 3.7% | -8.1% | 0.001% | |
10/5/2024 | Ridgewood Investments LLC | 2,825 | $1.62M | 0.8% | -4.3% | 0.000% | |
10/5/2024 | ZRC Wealth Management LLC | 589 | $0.34M | 0.1% | +5.6% | 0.000% | |
10/5/2024 | Cullen Investment Group LTD. | 8,757 | $5.01M | 0.7% | +0.9% | 0.000% | |
10/5/2024 | Bard Financial Services Inc. | 8,015 | $4.59M | 1.0% | -17.8% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 16,955 | $9.71M | 1.3% | -3.0% | 0.001% | |
10/5/2024 | Quent Capital LLC | 6,051 | $3.46M | 0.4% | -0.5% | 0.000% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 6,877 | $3.94M | 2.3% | +0.3% | 0.000% | |
10/5/2024 | Collective Family Office LLC | 610 | $0.35M | 0.1% | -7.2% | 0.000% | |
10/5/2024 | Halpern Financial Inc. | 81 | $46K | 0.0% | N/A | 0.000% | |
10/5/2024 | Curated Wealth Partners LLC | 4,229 | $2.42M | 0.3% | +24.8% | 0.000% | |
10/5/2024 | Mirador Capital Partners LP | 22,912 | $13.12M | 2.4% | -5.6% | 0.001% | |
10/5/2024 | Central Valley Advisors LLC | 5,714 | $3.27M | 1.8% | +0.3% | 0.000% | |
10/5/2024 | Eclectic Associates Inc. ADV | 1,460 | $0.84M | 0.3% | +4.8% | 0.000% | |
10/5/2024 | Gainplan LLC | 609 | $0.35M | 0.2% | +8.9% | 0.000% | |
10/5/2024 | Lwmg LLC | 1,611 | $0.92M | 0.2% | +24.7% | 0.000% | |
10/5/2024 | Goelzer Investment Management Inc. | 9,084 | $5.20M | 0.3% | +4.4% | 0.000% | |
10/5/2024 | Biltmore Wealth Management LLC | 554 | $0.32M | 0.1% | +11.0% | 0.000% | |
10/5/2024 | Capital CS Group LLC | 1,156 | $0.66M | 0.8% | -102.3% | 0.000% | |
10/4/2024 | Thrive Wealth Management LLC | 2,806 | $1.61M | 0.3% | -3.8% | 0.000% | |
10/4/2024 | AMI Investment Management Inc. | 9,548 | $5.47M | 1.9% | -1.7% | 0.000% | |
10/4/2024 | jvl associates llc | 951 | $0.54M | 0.2% | +21.6% | 0.000% | |
10/4/2024 | Sowell Financial Services LLC | 25,088 | $14.36M | 0.7% | -19.8% | 0.001% | |
10/4/2024 | HBW Advisory Services LLC | 6,463 | $3.70M | 0.5% | +4.2% | 0.000% | |
10/4/2024 | MRA Advisory Group | 5,927 | $3.39M | 1.9% | -14.8% | 0.000% | |
10/4/2024 | Franchise Capital Ltd | 33,091 | $18.94M | 6.8% | -1.1% | 0.001% | |
10/3/2024 | Rockland Trust Co. | 65,089 | $37.26M | 1.8% | -2.9% | 0.003% | |
10/3/2024 | First Citizens Financial Corp | 670 | $0.38M | 0.2% | +8.1% | 0.000% | |
10/3/2024 | Duncan Williams Asset Management LLC | 686 | $0.39M | 0.2% | N/A | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 585 | $0.34M | 0.1% | +39.0% | 0.000% | |
10/3/2024 | Private Client Services LLC | 1,560 | $0.89M | 0.5% | +87.1% | 0.000% | |
10/3/2024 | Granite Bay Wealth Management LLC | 2,895 | $1.66M | 0.9% | -2.2% | 0.000% | |
10/3/2024 | Deane Retirement Strategies Inc. | 5,781 | $3.31M | 1.6% | -25.4% | 0.000% | |
10/3/2024 | Apella Capital LLC | 2,315 | $1.33M | 0.1% | +14.0% | 0.000% | |
10/3/2024 | Delta Financial Group Inc. | 3,718 | $2.13M | 0.8% | +3.2% | 0.000% | |
10/3/2024 | Johnson & White Wealth Management LLC | 595 | $0.34M | 0.3% | +25.0% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 64,352 | $36.84M | 0.4% | -6.2% | 0.003% | |
10/3/2024 | Wiser Wealth Management Inc | 614 | $0.35M | 0.1% | +18.5% | 0.000% | |
10/3/2024 | Sterneck Capital Management LLC | 7,366 | $4.22M | 2.3% | -1.9% | 0.000% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 6,184 | $3.54M | 0.3% | +1.6% | 0.000% | |
10/3/2024 | Farmers Trust Co. | 1,428 | $0.82M | 0.2% | +5.9% | 0.000% | |
10/3/2024 | Single Point Partners LLC | 724 | $0.42M | 0.6% | -10.0% | 0.000% | |
10/3/2024 | Marotta Asset Management | 4,369 | $2.50M | 0.5% | -0.7% | 0.000% | |
10/3/2024 | Unique Wealth LLC | 834 | $0.48M | 0.1% | +6.6% | 0.000% | |
10/3/2024 | Czech National Bank | 445,052 | $254.77M | 2.6% | +6.6% | 0.018% | |
10/3/2024 | AMF Tjanstepension AB | 457,092 | $261.68M | 1.9% | +32.5% | 0.018% | |
10/2/2024 | Central Pacific Bank Trust Division | 13,636 | $7.81M | 1.0% | -18.0% | 0.001% | |
10/2/2024 | Boltwood Capital Management | 4,186 | $2.40M | 0.7% | -1.2% | 0.000% | |
10/2/2024 | General Partner Inc. | 3,558 | $2.04M | 1.3% | -7.2% | 0.000% | |
10/2/2024 | Cascade Investment Advisors Inc. | 4,635 | $2.65M | 1.7% | -1.2% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 99,350 | $56.87M | 1.6% | -0.6% | 0.004% | |
10/2/2024 | Trust Co. of Toledo NA OH | 8,162 | $4.67M | 0.6% | +2.6% | 0.000% | |
10/2/2024 | Stonehearth Capital Management LLC | 520 | $0.30M | 0.1% | -8.9% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 4,044 | $2.32M | 0.4% | +3.3% | 0.000% | |
10/2/2024 | Doliver Advisors LP | 9,317 | $5.33M | 1.5% | +4.3% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 25,361 | $14.52M | 1.1% | +9.3% | 0.001% | |
10/1/2024 | Jacobs & Co. CA | 52,985 | $30.33M | 3.0% | -1.6% | 0.002% | |
10/1/2024 | Park National Corp OH | 6,485 | $3.71M | 0.1% | -5.9% | 0.000% | |
10/1/2024 | Emprise Bank | 3,302 | $1.89M | 1.1% | -2.3% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 524 | $0.30M | 0.1% | +8.9% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 26,558 | $15.20M | 1.1% | +0.3% | 0.001% | |
9/30/2024 | Mattson Financial Services LLC | 7,473 | $3.77M | 1.3% | N/A | 0.000% | |
9/27/2024 | Sage Advisors LLC | 2,038 | $1.03M | 0.8% | +10.0% | 0.000% | |
9/27/2024 | Cavalry Management Group LLC | 660 | $0.33M | 4.6% | -62.6% | 0.000% | |
9/26/2024 | Paragon Capital Management Inc. | 1,636 | $0.83M | 0.6% | -16.5% | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 5,554 | $2.93M | 1.3% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 23,244 | $11.72M | 0.8% | +75.1% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 20,112 | $10.14M | 1.0% | +0.4% | 0.001% | |
9/20/2024 | Cavalry Management Group LLC | 660 | $0.33M | 5.8% | -62.6% | 0.000% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 733,358 | $369.77M | 1.1% | +926.6% | 0.029% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 14,495 | $7.31M | 1.4% | +7.6% | 0.001% | |
9/12/2024 | American Trust | 3,267 | $1.65M | 0.1% | +2.8% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 9,962 | $5.02M | 1.9% | +46.4% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 148,190 | $74.72M | 2.2% | -5.3% | 0.006% | |
9/9/2024 | Heritage Wealth Management Inc. | 395 | $0.21M | 0.1% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 36,069 | $18.19M | 8.2% | -8.9% | 0.001% | |
9/6/2024 | Cim LLC | 47,715 | $24.66M | 3.6% | -1.9% | 0.002% | |
9/5/2024 | Sanctuary Advisors LLC | 208,475 | $105.12M | 0.8% | N/A | 0.008% | |
9/4/2024 | Coronation Fund Managers Ltd. | 83,685 | $42.20M | 1.9% | -47.7% | 0.003% | |
8/30/2024 | Creekside Partners | 648 | $0.33M | 0.2% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 114,048 | $57.51M | 36.4% | +1.1% | 0.004% | |
8/30/2024 | Brown Financial Advisors | 4,627 | $2.33M | 1.0% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 25,005 | $12.61M | 6.6% | +52.8% | 0.001% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 1,141 | $0.53M | 0.2% | N/A | 0.000% | |
8/29/2024 | SRN Advisors LLC | 5,547 | $2.80M | 2.3% | +127.4% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 14,849 | $7.49M | 0.5% | N/A | 0.001% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 917 | $0.46M | 0.2% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 6,219 | $3.14M | 0.5% | +4.2% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 5,875,761 | $2.96B | 2.4% | -2.3% | 0.232% | |
8/27/2024 | Dana Investment Advisors Inc. | 101,929 | $51.39M | 1.7% | -7.3% | 0.004% | |
8/27/2024 | New Wave Wealth Advisors LLC | 3,893 | $1.96M | 1.1% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 3,339 | $1.68M | 0.4% | -5.9% | 0.000% | |
8/27/2024 | Custom Portfolio Group LLC | 1,386 | $0.70M | 0.5% | -1.8% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 3,758 | $1.90M | 0.8% | -10.3% | 0.000% | |
8/26/2024 | SPX Gestao de Recursos Ltda | 10,080 | $5.08M | 0.8% | N/A | 0.000% | |
8/26/2024 | Founders Financial Alliance LLC | 2,736 | $1.38M | 0.4% | -1.5% | 0.000% | |