9/30/2024 | Mattson Financial Services LLC | 18,490 | $3.74M | 1.3% | N/A | 0.001% | |
9/30/2024 | Ashburton Jersey Ltd | 88,732 | $18.23M | 7.7% | N/A | 0.003% | |
9/23/2024 | Greater Midwest Financial Group LLC | 10,413 | $2.19M | 1.0% | +6.6% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 38,968 | $7.88M | 0.5% | +17.8% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 39,993 | $8.09M | 0.8% | +3.1% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,840,586 | $372.28M | 1.1% | -5.3% | 0.064% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 5,989 | $1.21M | 0.2% | -76.8% | 0.000% | |
9/16/2024 | Verity & Verity LLC | 110,916 | $22.43M | 2.6% | +1.9% | 0.004% | |
9/12/2024 | American Trust | 41,547 | $8.40M | 0.7% | -2.5% | 0.001% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 3,749 | $0.76M | 0.3% | -6.7% | 0.000% | |
9/10/2024 | SS&H Financial Advisors Inc. | 106,111 | $21.46M | 8.4% | +0.5% | 0.004% | |
9/10/2024 | Prio Wealth Limited Partnership | 394,176 | $79.73M | 2.4% | -10.9% | 0.014% | |
9/10/2024 | Cannon Financial Strategists Inc. | 1,663 | $0.34M | 0.1% | N/A | 0.000% | |
9/10/2024 | Brightwater Advisory LLC | 2,399 | $0.49M | 0.3% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 34,095 | $6.98M | 2.3% | N/A | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 9,268 | $1.88M | 0.8% | +24.4% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 664,778 | $128.63M | 0.9% | N/A | 0.023% | |
8/30/2024 | Creekside Partners | 3,286 | $0.67M | 0.4% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 3,712 | $0.75M | 0.5% | -21.1% | 0.000% | |
8/30/2024 | Brown Financial Advisors | 10,900 | $2.21M | 1.0% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 6,442 | $1.30M | 0.7% | -6.3% | 0.000% | |
8/30/2024 | Centennial Bank AR | 11,108 | $2.25M | 1.1% | -12.9% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 1,925 | $0.40M | 0.1% | N/A | 0.000% | |
8/29/2024 | SRN Advisors LLC | 4,916 | $0.99M | 0.8% | -41.4% | 0.000% | |
8/28/2024 | Farmers National Bank | 70,410 | $14.24M | 4.3% | +0.9% | 0.002% | |
8/28/2024 | RiverFront Investment Group LLC | 124,513 | $25.18M | 0.7% | +104.3% | 0.004% | |
8/28/2024 | Birmingham Capital Management Co. Inc. AL | 13,779 | $2.79M | 1.1% | -5.4% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 35,177 | $7.12M | 0.5% | N/A | 0.001% | |
8/28/2024 | Souders Financial Advisors | 37,910 | $7.67M | 1.2% | +5.0% | 0.001% | |
8/27/2024 | Clearbridge Investments LLC | 7,458,056 | $1.51B | 1.2% | -1.3% | 0.260% | |
8/27/2024 | Dana Investment Advisors Inc. | 134,082 | $27.12M | 0.9% | +11.3% | 0.005% | |
8/27/2024 | New Wave Wealth Advisors LLC | 1,059 | $0.21M | 0.1% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 13,032 | $2.64M | 0.7% | +5.3% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 5,562 | $1.13M | 0.5% | -10.5% | 0.000% | |
8/26/2024 | Wealthquest Corp | 8,870 | $1.79M | 0.2% | -1.8% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 499,959 | $101.12M | 0.9% | -0.6% | 0.017% | |
8/26/2024 | Delphi Management Inc. MA | 8,985 | $1.82M | 1.5% | +0.9% | 0.000% | |
8/26/2024 | SPX Gestao de Recursos Ltda | 50,289 | $10.17M | 1.5% | -9.2% | 0.002% | |
8/26/2024 | Founders Financial Alliance LLC | 23,013 | $4.66M | 1.4% | -6.6% | 0.001% | |
8/26/2024 | Ariadne Wealth Management LP | 3,639 | $0.74M | 0.4% | N/A | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 13,903 | $2.81M | 1.8% | -2.0% | 0.000% | |
8/22/2024 | Aldebaran Financial Inc. | 10,678 | $2.16M | 3.0% | +6.0% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 880,314 | $178.05M | 0.4% | -9.8% | 0.031% | |
8/22/2024 | 3Chopt Investment Partners LLC | 17,366 | $3.51M | 1.1% | +0.4% | 0.001% | |
8/21/2024 | Heartland Bank & Trust Co | 19,206 | $3.89M | 2.2% | +0.6% | 0.001% | |
8/21/2024 | SPC Financial Inc. | 36,912 | $7.47M | 0.7% | +4.8% | 0.001% | |
8/21/2024 | McGinn Penninger Investment Management Inc. | 47,701 | $9.65M | 6.6% | -0.6% | 0.002% | |
8/21/2024 | Granite Bay Wealth Management LLC | 23,429 | $4.74M | 0.2% | +4.7% | 0.001% | |
8/21/2024 | Advisory Alpha LLC | 11,152 | $2.26M | 0.1% | +11.1% | 0.000% | |
8/21/2024 | IMS Capital Management | 10,445 | $2.24M | 1.0% | -1.2% | 0.000% | |
8/21/2024 | Truist Financial Corp | 2,877,893 | $582.08M | 0.9% | +0.4% | 0.100% | |
8/20/2024 | Pathway Financial Advisers LLC | 34,542 | $6.96M | 2.5% | -0.3% | 0.001% | |
8/20/2024 | Next Capital Management LLC | 14,918 | $3.02M | 1.3% | -3.8% | 0.001% | |
8/19/2024 | HWG Holdings LP | 18,806 | $3.80M | 1.4% | N/A | 0.001% | |
8/19/2024 | EP Wealth Advisors LLC | 649,478 | $131.36M | 1.4% | +1.3% | 0.023% | |
8/19/2024 | Brandes Investment Partners LP | 291,837 | $58.98M | 0.7% | -18.3% | 0.010% | |
8/19/2024 | Kimelman & Baird LLC | 258,613 | $52.31M | 4.3% | N/A | 0.009% | |
8/19/2024 | Brown Shipley& Co Ltd | 55,497 | $11.23M | 5.1% | -8.3% | 0.002% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 141,404 | $28.60M | 0.7% | -13.2% | 0.005% | |
8/16/2024 | Gateway Wealth Partners LLC | 5,275 | $1.07M | 0.3% | -1.8% | 0.000% | |
8/16/2024 | Ecofi Investissements SA | 4,850 | $0.91M | 0.5% | N/A | 0.000% | |
8/16/2024 | Wallace Capital Management Inc. | 2,131 | $0.43M | 0.1% | +13.3% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 22,051 | $4.46M | 3.3% | +1.4% | 0.001% | |
8/16/2024 | Ironwood Investment Management LLC | 3,954 | $0.80M | 0.4% | -59.5% | 0.000% | |
8/16/2024 | Core Alternative Capital | 87,135 | $17.62M | 3.5% | -11.8% | 0.003% | |
8/16/2024 | High Falls Advisors Inc | 6,111 | $1.24M | 0.3% | +6.4% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 30,528 | $6.18M | 0.4% | -0.4% | 0.001% | |
8/16/2024 | Quarry LP | 337 | $68K | 0.0% | +1,062.1% | 0.000% | |
8/16/2024 | Invst LLC | 14,829 | $3.05M | 0.3% | +12.2% | 0.001% | |
8/16/2024 | Covington Investment Advisors Inc. | 40,554 | $8.20M | 1.3% | -11.2% | 0.001% | |
8/16/2024 | Second Line Capital LLC | 21,405 | $4.33M | 1.3% | +8.9% | 0.001% | |
8/16/2024 | Wallace Advisory Group LLC | 5,527 | $1.12M | 0.8% | -19.0% | 0.000% | |
8/16/2024 | William B. Walkup & Associates Inc. | 30,803 | $6.23M | 4.1% | N/A | 0.001% | |
8/16/2024 | Sunbelt Securities Inc. | 28,821 | $5.83M | 0.6% | +1.0% | 0.001% | |
8/16/2024 | Granite FO LLC | 2,238 | $0.45M | 0.3% | N/A | 0.000% | |
8/16/2024 | Front Row Advisors LLC | 12,458 | $2.52M | 0.9% | +1.7% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 9,785 | $1.98M | 0.5% | +3.0% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 976,620 | $197.54M | 0.2% | +1.2% | 0.034% | |
8/16/2024 | NewEdge Advisors LLC | 543,999 | $110.03M | 0.8% | +17.4% | 0.019% | |
8/16/2024 | Ascension Asset Management LLC | 3,450 | $0.70M | 0.4% | -8.7% | 0.000% | |
8/16/2024 | Northeast Financial Consultants Inc | 169,601 | $34.30M | 1.6% | -5.4% | 0.006% | |
8/16/2024 | Nemes Rush Group LLC | 125,400 | $25.36M | 3.5% | +0.9% | 0.004% | |
8/16/2024 | Magnolia Capital Advisors LLC | 118,798 | $24.03M | 0.8% | +432.9% | 0.004% | |
8/16/2024 | Copperwynd Financial LLC | 5,465 | $1.16M | 0.4% | +3.4% | 0.000% | |
8/16/2024 | Creative Planning | 1,104,369 | $223.37M | 0.2% | +3.5% | 0.038% | |
8/16/2024 | Buck Wealth Strategies LLC | 45,589 | $9.22M | 2.7% | +1,365.4% | 0.002% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 6,635 | $1.34M | 0.0% | -80.1% | 0.000% | |
8/16/2024 | Forefront Analytics LLC | 6,516 | $1.32M | 0.6% | +100.8% | 0.000% | |
8/16/2024 | Aviso Wealth Management | 5,090 | $1.03M | 0.6% | -3.4% | 0.000% | |
8/16/2024 | Full Sail Capital LLC | 5,252 | $1.06M | 0.1% | +8.1% | 0.000% | |
8/16/2024 | Ascent Group LLC | 51,512 | $10.42M | 0.8% | +6.1% | 0.002% | |
8/16/2024 | Driehaus Capital Management LLC | 7,378 | $1.49M | 0.0% | +13.1% | 0.000% | |
8/16/2024 | MidWestOne Financial Group Inc. | 30,948 | $6.26M | 1.1% | -0.9% | 0.001% | |
8/16/2024 | Brick & Kyle Associates | 36,775 | $7.44M | 3.1% | +3.4% | 0.001% | |
8/16/2024 | Kathmere Capital Management LLC | 5,900 | $1.19M | 0.1% | +19.1% | 0.000% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 48,821 | $9.87M | 1.0% | +7.3% | 0.002% | |
8/16/2024 | Texas Capital Bancshares Inc TX | 8,770 | $1.77M | 0.7% | -8.3% | 0.000% | |
8/16/2024 | Cim Investment Management Inc. | 13,462 | $2.72M | 0.8% | -0.7% | 0.000% | |
8/16/2024 | Raab & Moskowitz Asset Management LLC | 17,233 | $3.49M | 0.9% | -9.2% | 0.001% | |
8/16/2024 | Core Wealth Advisors Inc. | 1,847 | $0.37M | 0.1% | +6.2% | 0.000% | |