10/24/2024 | Wealth Enhancement Advisory Services LLC | 43,164 | $4.13M | 0.0% | -5.3% | 0.289% | |
10/22/2024 | Detalus Advisors LLC | 3,841 | $0.37M | 0.1% | -61.3% | 0.026% | |
10/22/2024 | Sequoia Financial Advisors LLC | 7,155 | $0.68M | 0.0% | -2.3% | 0.048% | |
10/11/2024 | Creative Planning | 12,484 | $1.19M | 0.0% | +6.6% | 0.084% | |
10/3/2024 | SG Americas Securities LLC | 4,313 | $0.41M | 0.0% | N/A | 0.029% | |
8/16/2024 | Creative Planning | 11,707 | $0.97M | 0.0% | -1.4% | 0.078% | |
8/15/2024 | The Manufacturers Life Insurance Company | 241,085 | $20.02M | 0.0% | -5.9% | 1.614% | |
8/9/2024 | Dimensional Fund Advisors LP | 587,488 | $48.78M | 0.0% | +3.0% | 3.934% | |
8/8/2024 | American Century Companies Inc. | 24,804 | $2.06M | 0.0% | +11.0% | 0.166% | |
8/6/2024 | Quest Partners LLC | 305 | $25K | 0.0% | -76.4% | 0.002% | |
8/6/2024 | Anchor Capital Advisors LLC | 23,496 | $1.95M | 0.1% | +7.1% | 0.157% | |
8/5/2024 | N.E.W. Advisory Services LLC | 54,447 | $4.52M | 0.5% | -3.0% | 0.365% | |
7/31/2024 | Rothschild Investment LLC | 805 | $67K | 0.0% | N/A | 0.005% | |
7/29/2024 | Principal Financial Group Inc. | 6,167 | $0.51M | 0.0% | +9.9% | 0.041% | |
7/26/2024 | Bank of New York Mellon Corp | 65,982 | $5.48M | 0.0% | +6.5% | 0.442% | |
7/19/2024 | McGlone Suttner Wealth Management Inc. | 4,044 | $0.33M | 0.1% | -11.5% | 0.027% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 45,556 | $3.78M | 0.0% | +0.4% | 0.305% | |
5/16/2024 | California State Teachers Retirement System | 13,270 | $1.14M | 0.0% | -4.8% | 0.089% | |
5/16/2024 | Sugar Maple Asset Management LLC | 12,111 | $1.04M | 1.0% | N/A | 0.081% | |
5/16/2024 | Janus Henderson Group PLC | 163,919 | $14.09M | 0.0% | +2,480.2% | 1.098% | |
5/16/2024 | Kennedy Capital Management LLC | 11,688 | $1.01M | 0.0% | -2.1% | 0.078% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 10,262 | $0.88M | 0.0% | +4.8% | 0.069% | |
5/14/2024 | EntryPoint Capital LLC | 1,101 | $95K | 0.1% | +97.3% | 0.007% | |
5/10/2024 | Vanguard Group Inc. | 705,938 | $60.70M | 0.0% | +1.2% | 4.754% | |
5/9/2024 | Blair William & Co. IL | 2,336 | $0.20M | 0.0% | N/A | 0.016% | |
5/8/2024 | ProShare Advisors LLC | 2,357 | $0.20M | 0.0% | N/A | 0.016% | |
5/7/2024 | NorthRock Partners LLC | 3,445 | $0.30M | 0.0% | -5.4% | 0.023% | |
5/7/2024 | Anchor Capital Advisors LLC | 21,936 | $1.89M | 0.0% | +0.8% | 0.148% | |
5/7/2024 | SG Americas Securities LLC | 1,574 | $0.14M | 0.0% | -46.7% | 0.011% | |
5/7/2024 | Empowered Funds LLC | 33,683 | $2.90M | 0.1% | +7.8% | 0.227% | |
5/1/2024 | BNP Paribas Financial Markets | 6,456 | $0.56M | 0.0% | +89.5% | 0.043% | |
4/29/2024 | Principal Financial Group Inc. | 5,612 | $0.48M | 0.0% | N/A | 0.038% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 45,364 | $3.90M | 0.0% | +9.4% | 0.305% | |
4/15/2024 | Bowman & Co S.C. | 13,967 | $1.20M | 0.7% | -7.9% | 0.094% | |
4/12/2024 | Steph & Co. | 14,760 | $1.27M | 0.4% | -1.3% | 0.099% | |
4/10/2024 | Legacy Private Trust Co. | 18,662 | $1.61M | 0.1% | -5.1% | 0.126% | |
3/5/2024 | Fisher Asset Management LLC | 18,340 | $1.48M | 0.0% | -16.0% | 0.123% | |
2/23/2024 | Mendon Capital Advisors Corp | 25,000 | $2.01M | 0.8% | N/A | 0.169% | |
2/13/2024 | The Manufacturers Life Insurance Company | 274,361 | $22.08M | 0.0% | -5.5% | 1.859% | |
2/9/2024 | Johnson Financial Group Inc. | 5,915 | $0.48M | 0.0% | +745.0% | 0.040% | |
2/8/2024 | NorthRock Partners LLC | 3,643 | $0.29M | 0.0% | -7.8% | 0.025% | |
2/7/2024 | Dimensional Fund Advisors LP | 542,091 | $43.63M | 0.0% | +3.9% | 3.673% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 101,665 | $8.18M | 0.0% | +2.0% | 0.689% | |
2/6/2024 | N.E.W. Advisory Services LLC | 73,551 | $5.92M | 0.7% | -4.2% | 0.498% | |
2/6/2024 | Merit Financial Group LLC | 3,331 | $0.27M | 0.0% | +8.0% | 0.023% | |
2/6/2024 | Swiss National Bank | 26,200 | $2.11M | 0.0% | -10.0% | 0.178% | |
2/6/2024 | Fisher Asset Management LLC | 18,340 | $1.48M | 0.0% | -16.0% | 0.124% | |
2/6/2024 | New York Life Investment Management LLC | 5,477 | $0.44M | 0.0% | -2.9% | 0.037% | |
2/5/2024 | Anchor Capital Advisors LLC | 21,769 | $1.75M | 0.0% | +40.6% | 0.147% | |
2/1/2024 | New York State Common Retirement Fund | 5,511 | $0.44M | 0.0% | -14.0% | 0.037% | |
1/31/2024 | Federated Hermes Inc. | 1,653 | $0.13M | 0.0% | -28.3% | 0.011% | |
1/26/2024 | Sequoia Financial Advisors LLC | 7,320 | $0.59M | 0.0% | -6.8% | 0.050% | |
1/12/2024 | SG Americas Securities LLC | 2,954 | $0.24M | 0.0% | N/A | 0.020% | |
1/10/2024 | Bowman & Co S.C. | 15,157 | $1.22M | 0.8% | -2.3% | 0.103% | |
12/18/2023 | Vanguard Group Inc. | 680,186 | $47.46M | 0.0% | -2.1% | 4.608% | |
12/6/2023 | Citigroup Inc. | 3,983 | $0.28M | 0.0% | -50.3% | 0.027% | |
11/15/2023 | The Manufacturers Life Insurance Company | 290,199 | $20.25M | 0.0% | -27.3% | 1.966% | |
11/13/2023 | Brandywine Global Investment Management LLC | 23,021 | $1.61M | 0.0% | -1.5% | 0.156% | |
11/13/2023 | FMR LLC | 556,958 | $38.87M | 0.0% | +54.2% | 3.773% | |
11/13/2023 | Rafferty Asset Management LLC | 6,291 | $0.44M | 0.0% | -8.9% | 0.043% | |
11/13/2023 | PNC Financial Services Group Inc. | 14,250 | $0.99M | 0.0% | +1.8% | 0.097% | |
11/9/2023 | Anchor Capital Advisors LLC | 15,484 | $1.08M | 0.0% | +11.3% | 0.105% | |
11/9/2023 | Nicolet Bankshares Inc. | 922,228 | $64K | 0.0% | -2.6% | 6.257% | |
11/9/2023 | Skandinaviska Enskilda Banken AB publ | 7,950 | $0.56M | 0.0% | -16.8% | 0.054% | |
11/8/2023 | Swiss National Bank | 29,100 | $2.03M | 0.0% | +1.4% | 0.197% | |
11/8/2023 | New York Life Investment Management LLC | 5,638 | $0.39M | 0.0% | -13.8% | 0.038% | |
11/7/2023 | KLCM Advisors Inc. | 3,088 | $0.22M | 0.0% | N/A | 0.021% | |
11/7/2023 | Barclays PLC | 13,081 | $0.91M | 0.0% | +13.0% | 0.089% | |
11/6/2023 | N.E.W. Advisory Services LLC | 76,813 | $5.36M | 0.8% | -8.1% | 0.521% | |
11/2/2023 | Clarkston Capital Partners LLC | 19,343 | $1.35M | 0.0% | -32.6% | 0.131% | |
10/26/2023 | Detalus Advisors LLC | 22,006 | $1.54M | 0.6% | -4.8% | 0.149% | |
10/26/2023 | North Star Asset Management Inc. | 43,063 | $3.01M | 0.2% | -2.8% | 0.292% | |
10/24/2023 | Bank of New York Mellon Corp | 52,381 | $3.66M | 0.0% | +1.1% | 0.355% | |
10/24/2023 | NorthRock Partners LLC | 3,952 | $0.28M | 0.0% | -8.3% | 0.027% | |
10/5/2023 | Bowman & Co S.C. | 15,511 | $1.08M | 0.9% | -1.7% | 0.105% | |
9/21/2023 | Barclays PLC | 11,575 | $0.79M | 0.0% | +28.5% | 0.079% | |
8/11/2023 | The Manufacturers Life Insurance Company | 399,172 | $27.11M | 0.0% | -4.7% | 2.708% | |
8/9/2023 | Dimensional Fund Advisors LP | 501,355 | $34.05M | 0.0% | +5.5% | 3.401% | |
8/9/2023 | Swiss National Bank | 28,700 | $1.95M | 0.0% | -4.7% | 0.195% | |
8/8/2023 | Fisher Asset Management LLC | 13,463 | $0.91M | 0.0% | N/A | 0.091% | |
8/7/2023 | New York Life Investment Management LLC | 6,537 | $0.44M | 0.0% | -11.8% | 0.044% | |
8/4/2023 | American International Group Inc. | 6,199 | $0.42M | 0.0% | +4.5% | 0.042% | |
8/4/2023 | Anchor Capital Advisors LLC | 13,916 | $0.95M | 0.0% | -3.6% | 0.095% | |
8/3/2023 | Barclays PLC | 11,575 | $0.79M | 0.0% | +28.5% | 0.079% | |
8/3/2023 | Bank of New York Mellon Corp | 51,813 | $3.52M | 0.0% | +5.4% | 0.352% | |
8/2/2023 | NorthRock Partners LLC | 4,312 | $0.29M | 0.0% | -7.4% | 0.029% | |
8/2/2023 | Bank of Montreal Can | 26,546 | $2.03M | 0.0% | N/A | 0.180% | |
8/1/2023 | Merit Financial Group LLC | 3,078 | $0.21M | 0.0% | N/A | 0.021% | |
8/1/2023 | Arizona State Retirement System | 3,696 | $0.25M | 0.0% | -8.5% | 0.025% | |
7/28/2023 | Detalus Advisors LLC | 23,117 | $1.57M | 0.7% | -2.1% | 0.157% | |
7/27/2023 | EA Series Trust | 26,333 | $1.79M | 0.1% | N/A | 0.179% | |
7/26/2023 | McGlone Suttner Wealth Management Inc. | 4,026 | $0.27M | 0.1% | -4.8% | 0.027% | |
7/26/2023 | Morgan Dempsey Capital Management LLC | 724 | $49K | 0.0% | -52.1% | 0.005% | |
7/21/2023 | Creative Planning | 5,999 | $0.41M | 0.0% | -4.6% | 0.041% | |
7/19/2023 | Foundations Investment Advisors LLC | 3,000 | $0.20M | 0.0% | N/A | 0.020% | |
7/17/2023 | Bowman & Co S.C. | 15,773 | $1.07M | 0.8% | -10.1% | 0.107% | |
7/7/2023 | Legacy Private Trust Co. | 19,662 | $1.34M | 0.1% | -9.2% | 0.134% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 1,402 | $88K | 0.1% | N/A | 0.010% | |
5/12/2023 | Rice Hall James & Associates LLC | 24,976 | $1.58M | 0.1% | -44.3% | 0.170% | |
5/11/2023 | RMB Capital Management LLC | 50,000 | $3.15M | 0.1% | N/A | 0.340% | |