10/1/2024 | Appleton Partners Inc. MA | 119,376 | $51.37M | 3.8% | -1.0% | 0.002% | |
10/1/2024 | Jacobs & Co. CA | 96,021 | $41.32M | 4.1% | +0.9% | 0.001% | |
10/1/2024 | Park National Corp OH | 269,740 | $116.07M | 4.1% | -5.0% | 0.004% | |
10/1/2024 | Bridge Advisory LLC | 4,065 | $1.75M | 0.8% | -6.4% | 0.000% | |
10/1/2024 | IMPACTfolio LLC | 3,834 | $1.65M | 0.9% | -1.4% | 0.000% | |
10/1/2024 | Emprise Bank | 18,004 | $7.75M | 4.5% | -3.1% | 0.000% | |
10/1/2024 | BancFirst Trust & Investment Management | 2,308 | $0.99M | 0.3% | -2.1% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 76,911 | $33.10M | 3.0% | -2.4% | 0.001% | |
10/1/2024 | Global Wealth Strategies & Associates | 2,997 | $1.29M | 0.4% | +0.8% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 169,874 | $73.10M | 5.4% | -2.4% | 0.002% | |
9/30/2024 | Mattson Financial Services LLC | 19,745 | $8.83M | 3.1% | N/A | 0.000% | |
9/30/2024 | Ashburton Jersey Ltd | 60,537 | $27.65M | 11.7% | N/A | 0.001% | |
9/27/2024 | Sage Advisors LLC | 3,948 | $1.77M | 1.4% | +46.7% | 0.000% | |
9/26/2024 | Alternative Investment Advisors LLC. | 10,150 | $4.54M | 2.6% | N/A | 0.000% | |
9/25/2024 | Passive Capital Management LLC. | 792 | $0.35M | 0.1% | N/A | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 34,941 | $14.57M | 6.3% | +0.3% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 60,347 | $26.97M | 1.8% | +40.3% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 99,392 | $44.42M | 4.6% | +1.2% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 4,488,414 | $2.01B | 5.7% | +18.9% | 0.060% | |
9/19/2024 | KP Management LLC | 29,500 | $13.19M | 4.6% | -6.3% | 0.000% | |
9/18/2024 | Sensible Money LLC | 2,514 | $1.12M | 0.5% | -1.6% | 0.000% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 37,921 | $16.95M | 3.3% | -1.6% | 0.001% | |
9/16/2024 | Verity & Verity LLC | 64,180 | $28.69M | 3.3% | +2.6% | 0.001% | |
9/12/2024 | American Trust | 36,990 | $16.53M | 1.4% | -2.2% | 0.000% | |
9/11/2024 | Summit Wealth Partners LLC | 6,454 | $2.89M | 0.6% | +14.7% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 24,328 | $10.87M | 4.1% | +6.2% | 0.000% | |
9/10/2024 | SS&H Financial Advisors Inc. | 41,022 | $18.34M | 7.2% | +3.5% | 0.001% | |
9/10/2024 | Prio Wealth Limited Partnership | 430,760 | $192.53M | 5.7% | -7.5% | 0.006% | |
9/10/2024 | Cannon Financial Strategists Inc. | 2,136 | $0.96M | 0.2% | N/A | 0.000% | |
9/10/2024 | Brightwater Advisory LLC | 31,856 | $14.24M | 10.0% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 40,376 | $18.88M | 6.3% | N/A | 0.001% | |
9/9/2024 | Lazari Capital Management Inc. | 15,087 | $6.74M | 3.0% | +5.4% | 0.000% | |
9/6/2024 | Cim LLC | 11,975 | $4.89M | 0.7% | +7.1% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 888,862 | $361.16M | 2.6% | N/A | 0.012% | |
9/4/2024 | Coronation Fund Managers Ltd. | 39,169 | $17.51M | 0.8% | -52.4% | 0.001% | |
9/3/2024 | Clear Rock Advisors LLC | 9,711 | $4.34M | 1.9% | +0.9% | 0.000% | |
8/30/2024 | Creekside Partners | 6,441 | $2.88M | 1.6% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 8,531 | $3.81M | 2.4% | +24.7% | 0.000% | |
8/30/2024 | Brown Financial Advisors | 11,995 | $5.36M | 2.4% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 49,914 | $22.31M | 11.7% | +1.9% | 0.001% | |
8/30/2024 | Centennial Bank AR | 15,289 | $6.83M | 3.3% | -0.4% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 5,562 | $2.49M | 0.8% | N/A | 0.000% | |
8/30/2024 | Pensioenfonds Rail & OV | 135,047 | $60.36M | 4.5% | +30.7% | 0.002% | |
8/29/2024 | SRN Advisors LLC | 5,741 | $2.57M | 2.1% | -5.4% | 0.000% | |
8/28/2024 | Farmers National Bank | 50,144 | $22.41M | 6.8% | -1.9% | 0.001% | |
8/28/2024 | RiverFront Investment Group LLC | 152,014 | $67.94M | 1.8% | +7.5% | 0.002% | |
8/28/2024 | Birmingham Capital Management Co. Inc. AL | 2,982 | $1.33M | 0.5% | -3.9% | 0.000% | |
8/28/2024 | Sycomore Asset Management | 156,322 | $70.68M | 12.5% | +14.3% | 0.002% | |
8/28/2024 | Kestra Investment Management LLC | 40,545 | $18.12M | 1.2% | N/A | 0.001% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 1,359 | $0.61M | 0.3% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 28,199 | $12.60M | 1.9% | +2.5% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 13,095,335 | $5.85B | 4.8% | -8.4% | 0.176% | |
8/27/2024 | Dana Investment Advisors Inc. | 238,479 | $106.59M | 3.6% | -0.5% | 0.003% | |
8/27/2024 | New Wave Wealth Advisors LLC | 7,599 | $3.40M | 1.8% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 27,331 | $12.22M | 3.2% | +0.6% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 14,821 | $6.62M | 2.8% | +26.5% | 0.000% | |
8/26/2024 | Wealthquest Corp | 11,933 | $5.33M | 0.7% | -1.6% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 1,173,215 | $524.37M | 4.7% | -4.0% | 0.016% | |
8/26/2024 | Founders Financial Alliance LLC | 30,723 | $13.73M | 4.1% | +2.2% | 0.000% | |
8/26/2024 | Ariadne Wealth Management LP | 7,606 | $3.40M | 1.8% | N/A | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 21,521 | $9.62M | 6.1% | -1.0% | 0.000% | |
8/23/2024 | Troy Asset Management Ltd | 920,640 | $411.48M | 13.3% | -2.5% | 0.012% | |
8/22/2024 | Aldebaran Financial Inc. | 7,240 | $3.24M | 4.5% | +16.6% | 0.000% | |
8/22/2024 | 3Chopt Investment Partners LLC | 16,114 | $7.20M | 2.2% | +10.7% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 23,870 | $10.67M | 6.1% | +13.4% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 26,121 | $11.68M | 1.1% | +3.9% | 0.000% | |
8/21/2024 | McGinn Penninger Investment Management Inc. | 36,014 | $16.10M | 10.9% | -1.1% | 0.000% | |
8/21/2024 | Granite Bay Wealth Management LLC | 15,744 | $7.04M | 0.2% | +17.0% | 0.000% | |
8/21/2024 | Graham Capital Wealth Management LLC | 1,711 | $0.77M | 1.0% | -33.0% | 0.000% | |
8/21/2024 | Ted Buchan & Co | 5,741 | $2.57M | 1.4% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 26,048 | $11.64M | 0.5% | +16.9% | 0.000% | |
8/21/2024 | IMS Capital Management | 22,222 | $9.44M | 4.2% | +1.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 4,692,463 | $2.10B | 3.2% | -0.2% | 0.063% | |
8/21/2024 | Regency Capital Management Inc. DE | 15,282 | $6.83M | 4.4% | +1.4% | 0.000% | |
8/20/2024 | Pathway Financial Advisers LLC | 9,269 | $4.10M | 1.5% | +0.8% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 4,563 | $2.04M | 0.9% | -1.1% | 0.000% | |
8/20/2024 | Senator Investment Group LP | 125,000 | $55.87M | 2.7% | -16.7% | 0.002% | |
8/19/2024 | Old North State Trust LLC | 12,381 | $5.53M | 4.8% | +0.6% | 0.000% | |
8/19/2024 | HWG Holdings LP | 53,281 | $23.81M | 8.7% | N/A | 0.001% | |
8/19/2024 | Garde Capital Inc. | 115,516 | $51.63M | 3.6% | -0.9% | 0.002% | |
8/19/2024 | Chase Investment Counsel Corp | 30,785 | $13.76M | 4.6% | +4.2% | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 662,536 | $296.12M | 3.1% | +4.5% | 0.009% | |
8/19/2024 | Kimelman & Baird LLC | 125,715 | $56.19M | 4.6% | N/A | 0.002% | |
8/19/2024 | Brown Shipley& Co Ltd | 71,687 | $32.04M | 14.5% | -2.8% | 0.001% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 277,069 | $123.84M | 3.2% | -4.9% | 0.004% | |
8/19/2024 | Connective Capital Management LLC | 14,848 | $6.64M | 11.9% | -18.9% | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 13,547 | $6.06M | 1.8% | +38.7% | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 4,558 | $2.04M | 1.6% | N/A | 0.000% | |
8/16/2024 | Saratoga Research & Investment Management | 354,822 | $158.59M | 7.2% | -3.0% | 0.005% | |
8/16/2024 | Wallace Capital Management Inc. | 3,242 | $1.45M | 0.2% | +22.7% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 15,745 | $7.04M | 5.1% | -2.0% | 0.000% | |
8/16/2024 | Ironwood Investment Management LLC | 4,056 | $1.81M | 1.0% | -34.7% | 0.000% | |
8/16/2024 | Core Alternative Capital | 69,560 | $31.09M | 6.2% | -5.0% | 0.001% | |
8/16/2024 | High Falls Advisors Inc | 8,298 | $3.71M | 0.9% | -6.1% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 69,693 | $31.15M | 2.0% | +2.0% | 0.001% | |
8/16/2024 | Quarry LP | 100 | $45K | 0.0% | N/A | 0.000% | |
8/16/2024 | Invst LLC | 15,378 | $7.02M | 0.8% | +14.3% | 0.000% | |
8/16/2024 | Covington Investment Advisors Inc. | 89,342 | $39.93M | 6.4% | -1.5% | 0.001% | |
8/16/2024 | Second Line Capital LLC | 14,186 | $6.34M | 1.9% | +28.3% | 0.000% | |
8/16/2024 | Wallace Advisory Group LLC | 7,574 | $3.39M | 2.4% | +6.9% | 0.000% | |