11/5/2024 | First National Trust Co | 60,205 | $5.42M | 0.2% | -5.8% | 0.005% | |
11/5/2024 | GSA Capital Partners LLP | 5,064 | $0.46M | 0.0% | -70.3% | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 9,445 | $0.85M | 0.0% | -14.1% | 0.001% | |
11/5/2024 | Apollon Wealth Management LLC | 41,830 | $3.77M | 0.1% | -11.0% | 0.003% | |
11/5/2024 | Keystone Financial Services | 6,136 | $0.55M | 0.2% | +8.7% | 0.000% | |
11/5/2024 | WCM Investment Management LLC | 19,467 | $1.74M | 0.0% | N/A | 0.002% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 8,672 | $0.78M | 0.1% | -31.3% | 0.001% | |
11/4/2024 | Laffer Tengler Investments Inc. | 50,101 | $4.51M | 0.9% | +0.4% | 0.004% | |
11/4/2024 | Loudon Investment Management LLC | 7,611 | $0.69M | 0.4% | -3.3% | 0.001% | |
11/4/2024 | Venturi Wealth Management LLC | 2,251 | $0.20M | 0.0% | -71.1% | 0.000% | |
11/4/2024 | Core Wealth Partners LLC | 5,030 | $0.45M | 0.3% | -5.8% | 0.000% | |
11/4/2024 | GDS Wealth Management | 3,017 | $0.27M | 0.0% | N/A | 0.000% | |
11/4/2024 | Marshall Financial Group Inc. ADV | 2,310 | $0.21M | 0.1% | N/A | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 21,998 | $1.98M | 0.3% | +25.0% | 0.002% | |
11/4/2024 | Patten & Patten Inc. TN | 8,939 | $0.81M | 0.1% | +24.0% | 0.001% | |
11/4/2024 | Diamond Hill Capital Management Inc. | 3,665,960 | $330.05M | 1.3% | -0.6% | 0.286% | |
11/4/2024 | Kennebec Savings Bank | 7,106 | $0.64M | 0.6% | N/A | 0.001% | |
11/4/2024 | Ashton Thomas Securities LLC | 1,365 | $0.12M | 0.0% | N/A | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 393,746 | $35.45M | 0.1% | +590.6% | 0.031% | |
11/4/2024 | State of New Jersey Common Pension Fund D | 472,433 | $42.53M | 0.2% | -1.0% | 0.037% | |
11/4/2024 | Stockman Wealth Management Inc. | 101,463 | $9.14M | 1.4% | +8.0% | 0.008% | |
11/4/2024 | VeraBank N.A. | 3,894 | $0.35M | 0.1% | -3.2% | 0.000% | |
11/4/2024 | Crossmark Global Holdings Inc. | 337,098 | $30.35M | 0.5% | +2.3% | 0.026% | |
11/4/2024 | Baker Avenue Asset Management LP | 4,084 | $0.37M | 0.0% | +12.4% | 0.000% | |
11/4/2024 | Mayflower Financial Advisors LLC | 6,808 | $0.61M | 0.1% | -18.2% | 0.001% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 12,978 | $1.17M | 0.2% | +1.5% | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 23,206 | $2.09M | 0.1% | -0.6% | 0.002% | |
11/4/2024 | Sigma Planning Corp | 28,843 | $2.60M | 0.1% | +0.4% | 0.002% | |
11/2/2024 | Troy Asset Management Ltd | 961,199 | $86.54M | 2.8% | -11.5% | 0.075% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 135,637 | $12.21M | 0.2% | -2.4% | 0.011% | |
11/2/2024 | XML Financial LLC | 12,536 | $1.13M | 0.1% | +12.1% | 0.001% | |
11/1/2024 | Sheets Smith Wealth Management | 2,496 | $0.23M | 0.0% | -18.2% | 0.000% | |
11/1/2024 | Atria Investments Inc | 120,963 | $10.89M | 0.1% | -0.7% | 0.009% | |
11/1/2024 | Essex Savings Bank | 3,229 | $0.29M | 0.1% | -3.8% | 0.000% | |
11/1/2024 | First Personal Financial Services | 1,553 | $0.14M | 0.0% | -9.2% | 0.000% | |
11/1/2024 | Demars Financial Group LLC | 9,583 | $0.86M | 0.4% | +1.7% | 0.001% | |
11/1/2024 | Tompkins Financial Corp | 1,351 | $0.12M | 0.0% | -34.2% | 0.000% | |
11/1/2024 | TCTC Holdings LLC | 38,417 | $3.46M | 0.1% | +1.7% | 0.003% | |
11/1/2024 | Carmel Capital Partners LLC | 3,170 | $0.29M | 0.1% | +12.1% | 0.000% | |
11/1/2024 | Westchester Capital Management Inc. | 87,133 | $7.85M | 1.9% | -0.2% | 0.007% | |
11/1/2024 | Lindbrook Capital LLC | 7,970 | $0.72M | 0.1% | -2.9% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 36,324 | $3.27M | 0.0% | -1.5% | 0.003% | |
11/1/2024 | Assetmark Inc. | 250,501 | $22.55M | 0.1% | +2.1% | 0.020% | |
11/1/2024 | Verdence Capital Advisors LLC | 9,631 | $0.87M | 0.1% | +10.1% | 0.001% | |
11/1/2024 | Beta Wealth Group Inc. | 6,918 | $0.62M | 0.3% | +4.6% | 0.001% | |
11/1/2024 | Washington Trust Advisors Inc. | 600 | $54K | 0.0% | -81.0% | 0.000% | |
11/1/2024 | Crumly & Associates Inc. | 6,136 | $0.55M | 0.2% | -1.8% | 0.000% | |
11/1/2024 | Bray Capital Advisors | 7,764 | $0.70M | 0.2% | -6.4% | 0.001% | |
11/1/2024 | SpiderRock Advisors LLC | 16,125 | $1.45M | 0.0% | -4.9% | 0.001% | |
11/1/2024 | CWA Asset Management Group LLC | 4,639 | $0.42M | 0.0% | N/A | 0.000% | |
11/1/2024 | Equitable Trust Co. | 20,677 | $1.86M | 0.1% | +23.0% | 0.002% | |
11/1/2024 | Hollencrest Capital Management | 737 | $66K | 0.0% | +43.9% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 6,586 | $0.59M | 0.2% | +2.0% | 0.001% | |
11/1/2024 | Capital Performance Advisors LLP | 2,757 | $0.25M | 0.1% | N/A | 0.000% | |
11/1/2024 | Granite Group Advisors LLC | 27,219 | $2.45M | 1.6% | -1.6% | 0.002% | |
11/1/2024 | Philip James Wealth Mangement LLC | 2,900 | $0.26M | 0.0% | +10.6% | 0.000% | |
11/1/2024 | Stone Point Wealth LLC | 16,834 | $1.52M | 0.5% | -1.3% | 0.001% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 43,645 | $3.93M | 1.4% | +3.8% | 0.003% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 57,306 | $5.16M | 0.8% | -1.2% | 0.004% | |
11/1/2024 | Verity Asset Management Inc. | 3,859 | $0.35M | 0.1% | -28.0% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 11,330 | $1.02M | 0.2% | -14.2% | 0.001% | |
10/31/2024 | Trinity Legacy Partners LLC | 55,892 | $5.03M | 1.2% | +8.1% | 0.004% | |
10/31/2024 | Confluence Investment Management LLC | 216,499 | $19.49M | 0.3% | +0.9% | 0.017% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 73,047 | $6.58M | 1.6% | +2.2% | 0.006% | |
10/31/2024 | Dudley Capital Management LLC | 15,317 | $1.38M | 0.7% | -2.1% | 0.001% | |
10/31/2024 | Portside Wealth Group LLC | 58,705 | $5.29M | 0.9% | +9.3% | 0.005% | |
10/31/2024 | Keynote Financial Services LLC | 8,032 | $0.72M | 0.5% | -4.7% | 0.001% | |
10/31/2024 | Western Pacific Wealth Management LP | 1,046 | $94K | 0.1% | N/A | 0.000% | |
10/31/2024 | JB Capital LLC | 110,496 | $9.95M | 0.6% | +4.8% | 0.009% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 329,793 | $29.69M | 0.5% | -0.2% | 0.026% | |
10/31/2024 | Olstein Capital Management L.P. | 87,000 | $7.83M | 1.3% | +19.2% | 0.007% | |
10/31/2024 | Washington Trust Bank | 6,354 | $0.57M | 0.1% | +2.1% | 0.000% | |
10/31/2024 | Jmac Enterprises LLC | 10,507 | $0.95M | 0.2% | +7.3% | 0.001% | |
10/31/2024 | Principal Financial Group Inc. | 2,609,917 | $234.97M | 0.1% | -1.9% | 0.204% | |
10/31/2024 | Malaga Cove Capital LLC | 9,429 | $0.85M | 0.3% | -1.3% | 0.001% | |
10/31/2024 | Exencial Wealth Advisors LLC | 176,427 | $15.88M | 0.6% | -3.1% | 0.014% | |
10/31/2024 | Advisors Management Group Inc. ADV | 44,833 | $4.04M | 1.0% | +2.4% | 0.003% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 7,776 | $0.70M | 0.5% | N/A | 0.001% | |
10/31/2024 | M&G PLC | 2,713,663 | $244.23M | 1.2% | -4.9% | 0.212% | |
10/31/2024 | Two Point Capital Management Inc. | 91,722 | $8.26M | 3.0% | +1.1% | 0.007% | |
10/31/2024 | JNBA Financial Advisors | 28,588 | $2.57M | 0.3% | +1.7% | 0.002% | |
10/31/2024 | Spinnaker Trust | 24,808 | $2.23M | 0.1% | +0.7% | 0.002% | |
10/30/2024 | Maia Wealth LLC | 2,327 | $0.21M | 0.1% | N/A | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 25,076 | $2.26M | 0.1% | +22.6% | 0.002% | |
10/30/2024 | Harvest Portfolios Group Inc. | 689,131 | $62.04M | 2.1% | +6.5% | 0.054% | |
10/30/2024 | Radnor Capital Management LLC | 7,075 | $0.64M | 0.1% | +22.5% | 0.001% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 197,388 | $17.77M | 0.7% | -10.9% | 0.015% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 13,629 | $1.23M | 0.1% | +10.3% | 0.001% | |
10/30/2024 | Marks Group Wealth Management Inc | 34,263 | $3.09M | 0.3% | -71.9% | 0.003% | |
10/30/2024 | HMS Capital Management LLC | 11,963 | $1.08M | 0.5% | +11.2% | 0.001% | |
10/30/2024 | HF Advisory Group LLC | 7,873 | $0.71M | 0.3% | +14.4% | 0.001% | |
10/30/2024 | Fiduciary Family Office LLC | 7,463 | $0.67M | 0.2% | +30.9% | 0.001% | |
10/30/2024 | Garland Capital Management Inc. | 41,850 | $3.77M | 2.9% | -9.1% | 0.003% | |
10/30/2024 | Crestwood Advisors Group LLC | 7,089 | $0.64M | 0.0% | +8.0% | 0.001% | |
10/30/2024 | NorthRock Partners LLC | 3,766 | $0.34M | 0.0% | +7.6% | 0.000% | |
10/30/2024 | Heritage Investors Management Corp | 78,554 | $7.07M | 0.2% | +0.2% | 0.006% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 3,517 | $0.32M | 0.2% | N/A | 0.000% | |
10/30/2024 | Amalgamated Bank | 253,389 | $22.81M | 0.2% | -5.6% | 0.020% | |
10/30/2024 | Sentry Investment Management LLC | 6,147 | $0.55M | 0.2% | -4.5% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 6,513 | $0.59M | 0.1% | +49.0% | 0.001% | |