11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 128,212 | $15.57M | 1.7% | +5.6% | 0.001% | |
11/8/2024 | First City Capital Management Inc. | 38,609 | $4.69M | 2.4% | +2.6% | 0.000% | |
11/8/2024 | Princeton Capital Management LLC | 438,591 | $53.26M | 16.8% | +5.7% | 0.002% | |
11/8/2024 | Equita Financial Network Inc. | 6,389 | $0.78M | 0.3% | +19.0% | 0.000% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 480,711 | $58.38M | 3.6% | +16.4% | 0.002% | |
11/8/2024 | Wrapmanager Inc. | 81,569 | $9.91M | 2.6% | +10.9% | 0.000% | |
11/8/2024 | BIP Wealth LLC | 25,453 | $3.07M | 0.2% | +22.3% | 0.000% | |
11/8/2024 | Legacy Bridge LLC | 54,130 | $6.57M | 3.5% | +2.4% | 0.000% | |
11/7/2024 | Prospera Financial Services Inc | 1,080,006 | $131.16M | 3.3% | +6.1% | 0.004% | |
11/7/2024 | Verity & Verity LLC | 5,040 | $0.61M | 0.1% | +24.4% | 0.000% | |
11/7/2024 | Meeder Asset Management Inc. | 655,765 | $79.64M | 5.3% | -5.5% | 0.003% | |
11/7/2024 | OneAscent Financial Services LLC | 67,746 | $8.23M | 5.9% | -2.1% | 0.000% | |
11/7/2024 | Chesapeake Wealth Management | 65,831 | $8M | 2.7% | -4.0% | 0.000% | |
11/7/2024 | Tranquility Partners LLC | 38,119 | $4.63M | 1.7% | +0.3% | 0.000% | |
11/7/2024 | Vertex Planning Partners LLC | 6,881 | $0.84M | 0.2% | -3.7% | 0.000% | |
11/7/2024 | Whalen Wealth Management Inc. | 39,928 | $4.85M | 3.4% | +8.6% | 0.000% | |
11/7/2024 | Belmont Capital LLC | 1,056,003 | $128.24M | 21.3% | +45.1% | 0.004% | |
11/7/2024 | Knuff & Co LLC | 54,770 | $6.65M | 2.0% | +2.1% | 0.000% | |
11/7/2024 | Caprock Group LLC | 679,818 | $82.56M | 3.0% | -5.4% | 0.003% | |
11/7/2024 | Pathstone Holdings LLC | 3,259,566 | $395.85M | 1.8% | -1.2% | 0.013% | |
11/7/2024 | Lindenwold Advisors INC | 34,112 | $4.14M | 2.1% | +1.1% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 174,317 | $21.17M | 2.8% | -8.2% | 0.001% | |
11/7/2024 | Baron Wealth Management LLC | 16,942 | $2.06M | 1.0% | +6.8% | 0.000% | |
11/7/2024 | Joseph Group Capital Management | 5,022 | $0.61M | 0.2% | N/A | 0.000% | |
11/7/2024 | OneAscent Wealth Management LLC | 8,190 | $1M | 0.4% | +5.4% | 0.000% | |
11/7/2024 | Nixon Peabody Trust Co. | 396,061 | $48.10M | 4.0% | 0.0% | 0.002% | |
11/7/2024 | Rosenbaum Jay D. | 2,420 | $0.29M | 4.4% | -46.2% | 0.000% | |
11/7/2024 | Meeder Advisory Services Inc. | 479,954 | $58.29M | 3.8% | +3.0% | 0.002% | |
11/7/2024 | Semus Wealth Partners LLC | 55,596 | $6.75M | 4.7% | -2.7% | 0.000% | |
11/7/2024 | Wharton Business Group LLC | 15,266 | $1.85M | 0.1% | -2.8% | 0.000% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 1,001 | $0.12M | 0.1% | N/A | 0.000% | |
11/7/2024 | Napa Wealth Management | 21,834 | $2.65M | 1.3% | +20.6% | 0.000% | |
11/7/2024 | CAP Partners LLC | 38,353 | $4.66M | 3.5% | -3.8% | 0.000% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 158,904 | $19.30M | 0.5% | +5.1% | 0.001% | |
11/7/2024 | Drive Wealth Management LLC | 75,667 | $9.19M | 2.4% | +2.3% | 0.000% | |
11/7/2024 | Capital City Trust Co. FL | 110,237 | $13.39M | 3.3% | +0.6% | 0.000% | |
11/7/2024 | First Western Trust Bank | 18,428 | $2.24M | 0.1% | -1.3% | 0.000% | |
11/7/2024 | Zevin Asset Management LLC | 121,240 | $14.72M | 2.3% | -14.6% | 0.000% | |
11/7/2024 | Strengthening Families & Communities LLC | 73,481 | $8.92M | 2.3% | +52.4% | 0.000% | |
11/7/2024 | Mendel Capital Management LLC | 11,338 | $1.38M | 0.8% | -6.2% | 0.000% | |
11/7/2024 | WP Advisors LLC | 55,920 | $6.79M | 2.5% | -0.3% | 0.000% | |
11/7/2024 | Holistic Financial Partners | 35,808 | $4.35M | 2.1% | +0.3% | 0.000% | |
11/7/2024 | Aviso Wealth Management | 78,928 | $9.59M | 5.2% | -4.4% | 0.000% | |
11/7/2024 | J. W. Coons Advisors LLC | 26,260 | $3.19M | 0.8% | +0.8% | 0.000% | |
11/7/2024 | Braun Stacey Associates Inc. | 1,231,925 | $149.61M | 5.7% | -1.7% | 0.005% | |
11/7/2024 | GLOBALT Investments LLC GA | 166,149 | $20.18M | 0.8% | -6.5% | 0.001% | |
11/7/2024 | ETF Store Inc. | 3,715 | $0.45M | 0.5% | +8.5% | 0.000% | |
11/7/2024 | Taurus Asset Management LLC | 43,370 | $5.27M | 0.5% | +522.2% | 0.000% | |
11/7/2024 | Richard C. Young & CO. LTD. | 106,802 | $12.97M | 1.4% | +2.3% | 0.000% | |
11/7/2024 | Quest Partners LLC | 4,828 | $0.59M | 0.1% | +2,135.2% | 0.000% | |
11/7/2024 | EQ LLC | 5,300 | $0.64M | 0.3% | +165.0% | 0.000% | |
11/7/2024 | Phillips Financial Management LLC | 14,810 | $1.80M | 0.1% | +9.0% | 0.000% | |
11/7/2024 | Aljian Capital Management LLC | 299,106 | $36.32M | 8.5% | +7.4% | 0.001% | |
11/7/2024 | Planning Directions Inc. | 10,302 | $1.25M | 0.7% | +5.5% | 0.000% | |
11/7/2024 | Prudent Man Advisors LLC | 38,703 | $4.70M | 1.6% | +7.8% | 0.000% | |
11/7/2024 | TrinityPoint Wealth LLC | 136,451 | $16.57M | 2.4% | +0.5% | 0.001% | |
11/7/2024 | Glass Wealth Management Co LLC | 54,677 | $6.64M | 3.7% | -3.2% | 0.000% | |
11/7/2024 | Clarkston Capital Partners LLC | 6,640 | $0.81M | 0.0% | -5.7% | 0.000% | |
11/7/2024 | Westfuller Advisors LLC | 23,834 | $2.90M | 2.1% | N/A | 0.000% | |
11/7/2024 | Gilbert & Cook Inc. | 70,899 | $8.61M | 1.2% | -2.3% | 0.000% | |
11/7/2024 | Essential Planning LLC. | 6,574 | $0.80M | 0.3% | +8.5% | 0.000% | |
11/7/2024 | Swiss National Bank | 73,018,200 | $8.87B | 5.8% | -1.4% | 0.298% | |
11/7/2024 | S&CO Inc. | 66,615 | $8.09M | 0.5% | +11.1% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 10,846,252 | $1.32B | 2.5% | -3.4% | 0.044% | |
11/7/2024 | Sugar Maple Asset Management LLC | 8,296 | $1.01M | 0.9% | -25.3% | 0.000% | |
11/7/2024 | Claro Advisors LLC | 120,068 | $14.58M | 1.9% | +17.8% | 0.000% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 8,283 | $1.01M | 0.3% | +12.8% | 0.000% | |
11/7/2024 | Cardano Risk Management B.V. | 7,106,823 | $863.05M | 15.3% | +4.8% | 0.029% | |
11/7/2024 | RiverPark Advisors LLC | 27,270 | $3.31M | 2.7% | +4.7% | 0.000% | |
11/7/2024 | Ceera Investments LLC | 3,860 | $0.47M | 0.2% | +26.1% | 0.000% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 1,958 | $0.26M | 0.1% | -7.0% | 0.000% | |
11/7/2024 | WIM INVESTMENT MANAGEMENT Ltd | 128,500 | $15.61M | 6.6% | N/A | 0.001% | |
11/7/2024 | Alpha Family Trust | 119,500 | $14.51M | 8.1% | -2.4% | 0.000% | |
11/7/2024 | Concord Asset Management LLC VA | 100,972 | $12.26M | 2.8% | +21.8% | 0.000% | |
11/7/2024 | Peterson Financial Group Inc. | 1,875 | $0.23M | 0.9% | -6.4% | 0.000% | |
11/7/2024 | Tower Bridge Advisors | 30,700 | $3.73M | 0.4% | +2.7% | 0.000% | |
11/6/2024 | Mechanics Financial Corp | 25,012 | $3.04M | 1.3% | +71.8% | 0.000% | |
11/6/2024 | Accent Capital Management LLC | 148,479 | $18.03M | 10.4% | +3.5% | 0.001% | |
11/6/2024 | Adero Partners LLC | 249,843 | $30.34M | 2.0% | +4.1% | 0.001% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 41,671 | $5.06M | 1.3% | +146.6% | 0.000% | |
11/6/2024 | Frazier Financial Advisors LLC | 2,097 | $0.26M | 0.2% | -10.3% | 0.000% | |
11/6/2024 | GoalVest Advisory LLC | 28,148 | $3.42M | 1.0% | +3.2% | 0.000% | |
11/6/2024 | Mutual of America Capital Management LLC | 3,148,023 | $382.30M | 4.0% | -2.6% | 0.013% | |
11/6/2024 | BCGM Wealth Management LLC | 17,636 | $2.14M | 0.7% | +10.4% | 0.000% | |
11/6/2024 | Beaton Management Co. Inc. | 68,110 | $8.27M | 4.2% | +1.2% | 0.000% | |
11/6/2024 | Sather Financial Group Inc | 7,584 | $0.92M | 0.1% | -2.1% | 0.000% | |
11/6/2024 | Sawgrass Asset Management LLC | 280,362 | $34.05M | 3.5% | +643.6% | 0.001% | |
11/6/2024 | Sage Advisors LLC | 15,928 | $1.93M | 1.5% | +10.0% | 0.000% | |
11/6/2024 | Schear Investment Advisers LLC | 109,242 | $13.27M | 8.2% | +15.6% | 0.000% | |
11/6/2024 | Mount Lucas Management LP | 6,734 | $0.82M | 0.3% | +2.4% | 0.000% | |
11/6/2024 | Spinnaker Investment Group LLC | 25,274 | $3.07M | 0.8% | +2.7% | 0.000% | |
11/6/2024 | Accredited Investors Inc. | 71,840 | $8.72M | 0.5% | +4.4% | 0.000% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 77,917 | $9.46M | 2.2% | -3.8% | 0.000% | |
11/6/2024 | Veery Capital LLC | 7,549 | $0.92M | 0.3% | +1.8% | 0.000% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 27,661 | $3.36M | 0.1% | -38.5% | 0.000% | |
11/6/2024 | Vaughan Nelson Investment Management L.P. | 2,907,842 | $353.13M | 3.1% | -1.7% | 0.012% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 7,709 | $0.94M | 0.2% | +4.0% | 0.000% | |
11/6/2024 | River Street Advisors LLC | 53,933 | $6.55M | 3.6% | -1.6% | 0.000% | |
11/6/2024 | Turtle Creek Wealth Advisors LLC | 72,085 | $8.75M | 1.8% | +9.2% | 0.000% | |
11/6/2024 | South Street Advisors LLC | 423,069 | $51.38M | 7.8% | -6.8% | 0.002% | |