10/31/2024 | Castle Wealth Management LLC | 5,903 | $1.62M | 0.6% | +18.5% | 0.001% | |
10/31/2024 | Montecito Bank & Trust | 3,793 | $1.04M | 0.2% | +111.3% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,582,086 | $433.03M | 0.2% | -4.8% | 0.165% | |
10/31/2024 | Woodmont Investment Counsel LLC | 18,540 | $5.08M | 0.4% | +1.6% | 0.002% | |
10/31/2024 | Cozad Asset Management Inc. | 14,274 | $3.91M | 0.4% | -0.5% | 0.001% | |
10/31/2024 | WoodTrust Financial Corp | 58,198 | $15.93M | 2.3% | +3.4% | 0.006% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 15,832 | $4.33M | 1.3% | +1.5% | 0.002% | |
10/31/2024 | Jackson Square Capital LLC | 814 | $0.22M | 0.1% | N/A | 0.000% | |
10/31/2024 | David J Yvars Group | 3,380 | $0.93M | 0.6% | -79.4% | 0.000% | |
10/31/2024 | Malaga Cove Capital LLC | 3,542 | $0.97M | 0.4% | +34.2% | 0.000% | |
10/31/2024 | Exencial Wealth Advisors LLC | 58,919 | $16.13M | 0.6% | +40.4% | 0.006% | |
10/31/2024 | Advisor Resource Council | 4,033 | $1.10M | 0.5% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 8,034 | $2.20M | 0.1% | -19.2% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 1,132 | $0.31M | 0.2% | N/A | 0.000% | |
10/31/2024 | M&G PLC | 14,273 | $3.91M | 0.0% | +97.3% | 0.001% | |
10/31/2024 | JNBA Financial Advisors | 1,562 | $0.43M | 0.0% | -2.2% | 0.000% | |
10/31/2024 | Spinnaker Trust | 24,681 | $6.76M | 0.4% | -3.4% | 0.003% | |
10/31/2024 | Consilium Wealth Advisory LLC | 3,693 | $1.01M | 0.6% | +24.8% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 53,674 | $14.69M | 0.4% | +2.8% | 0.006% | |
10/30/2024 | Maia Wealth LLC | 5,447 | $1.56M | 0.4% | +69.2% | 0.001% | |
10/30/2024 | Umpqua Bank | 7,708 | $2.11M | 0.8% | +0.4% | 0.001% | |
10/30/2024 | Harvest Portfolios Group Inc. | 89,098 | $24.39M | 0.8% | +13.6% | 0.009% | |
10/30/2024 | Callahan Advisors LLC | 29,989 | $8.21M | 0.8% | +6.8% | 0.003% | |
10/30/2024 | 1834 Investment Advisors Co. | 3,025 | $0.83M | 0.1% | -8.3% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 3,042 | $0.83M | 0.3% | +29.3% | 0.000% | |
10/30/2024 | Northstar Asset Management Inc. | 37,485 | $10.26M | 2.5% | +2.4% | 0.004% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 2,202 | $0.60M | 0.0% | +44.0% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 2,172 | $0.59M | 0.2% | +31.9% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 38,100 | $10.43M | 1.0% | +5.1% | 0.004% | |
10/30/2024 | Long Run Wealth Advisors LLC | 1,962 | $0.54M | 0.1% | N/A | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 14,823 | $4.06M | 1.6% | -2.5% | 0.002% | |
10/30/2024 | HF Advisory Group LLC | 5,410 | $1.48M | 0.7% | +50.7% | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 847 | $0.23M | 0.0% | -34.4% | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 4,630 | $1.27M | 0.4% | -7.7% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 11,583 | $3.17M | 0.3% | +26.2% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 294,260 | $80.54M | 1.5% | +0.3% | 0.031% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 7,209 | $1.97M | 0.4% | +7.0% | 0.001% | |
10/30/2024 | Heritage Investors Management Corp | 176,473 | $48.30M | 1.6% | +4.4% | 0.018% | |
10/30/2024 | River Road Asset Management LLC | 29,128 | $7.97M | 0.1% | +91.1% | 0.003% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 12,498 | $3.39M | 0.6% | +1.6% | 0.001% | |
10/30/2024 | Pittenger & Anderson Inc. | 85,746 | $23.47M | 0.9% | +0.1% | 0.009% | |
10/30/2024 | Amalgamated Bank | 209,077 | $57.23M | 0.5% | +2.3% | 0.022% | |
10/30/2024 | Sentry Investment Management LLC | 4,405 | $1.21M | 0.5% | +4.4% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 1,715 | $0.47M | 0.1% | +95.6% | 0.000% | |
10/30/2024 | Stoneridge Investment Partners LLC | 19,934 | $5.46M | 2.0% | -11.1% | 0.002% | |
10/30/2024 | Gulf International Bank UK Ltd | 76,195 | $20.86M | 0.5% | -4.4% | 0.008% | |
10/30/2024 | Clarity Capital Partners LLC | 15,068 | $4.12M | 2.4% | +16.1% | 0.002% | |
10/30/2024 | Moloney Securities Asset Management LLC | 6,263 | $1.71M | 0.2% | +23.5% | 0.001% | |
10/30/2024 | Catalyst Capital Advisors LLC | 665 | $0.18M | 0.0% | N/A | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 86,944 | $23.80M | 0.1% | -51.8% | 0.009% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 3,065 | $0.84M | 0.4% | +4.3% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 25,973 | $7.11M | 0.4% | +17.1% | 0.003% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 374,600 | $102.53M | 0.7% | -2.1% | 0.039% | |
10/30/2024 | PDS Planning Inc | 4,496 | $1.23M | 0.1% | +8.3% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 167,945 | $45.97M | 0.5% | -8.0% | 0.018% | |
10/30/2024 | Asset Management One Co. Ltd. | 487,556 | $133.45M | 0.5% | +0.4% | 0.051% | |
10/30/2024 | National Pension Service | 1,918,942 | $525.23M | 0.5% | +13.3% | 0.201% | |
10/30/2024 | Silicon Valley Capital Partners | 33,278 | $9.11M | 1.2% | -8.6% | 0.003% | |
10/30/2024 | Cohen Capital Management Inc. | 26,461 | $7.24M | 1.2% | +2.2% | 0.003% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 1,532 | $0.42M | 0.2% | +14.9% | 0.000% | |
10/30/2024 | Vestor Capital LLC | 41,897 | $11.47M | 0.9% | +5,663.0% | 0.004% | |
10/30/2024 | Intact Investment Management Inc. | 5,350 | $1.46M | 0.0% | -8.1% | 0.001% | |
10/29/2024 | Citizens National Bank Trust Department | 1,889 | $0.52M | 0.1% | +7.8% | 0.000% | |
10/29/2024 | KG&L Capital Management LLC | 3,387 | $0.93M | 0.3% | +10.0% | 0.000% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 975,712 | $267.06M | 0.5% | +0.3% | 0.102% | |
10/29/2024 | Opes Wealth Management LLC | 1,316 | $0.36M | 0.1% | +3.8% | 0.000% | |
10/29/2024 | Harvey Capital Management Inc. | 29,136 | $7.98M | 2.0% | +243.8% | 0.003% | |
10/29/2024 | Westbourne Investment Advisors Inc. | 21,388 | $5.85M | 2.0% | +3.5% | 0.002% | |
10/29/2024 | Private Wealth Management Group LLC | 357 | $98K | 0.0% | +11.6% | 0.000% | |
10/29/2024 | Veritas Asset Management LLP | 2,680,957 | $733.81M | 5.4% | N/A | 0.280% | |
10/29/2024 | First National Bank Sioux Falls | 1,200 | $0.33M | 0.1% | -9.4% | 0.000% | |
10/29/2024 | BSW Wealth Partners | 3,680 | $1.01M | 0.2% | +16.1% | 0.000% | |
10/29/2024 | Nvwm LLC | 2,565 | $0.67M | 0.2% | +1.4% | 0.000% | |
10/29/2024 | Angeles Wealth Management LLC | 3,729 | $1.02M | 0.1% | +9.9% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 1,624,520 | $462.06M | 0.5% | +95.7% | 0.170% | |
10/29/2024 | Coronation Fund Managers Ltd. | 56,683 | $15.52M | 0.9% | -31.4% | 0.006% | |
10/29/2024 | Latko Wealth Management Ltd. | 2,000 | $0.55M | 0.3% | N/A | 0.000% | |
10/29/2024 | Latitude Advisors LLC | 764 | $0.21M | 0.1% | N/A | 0.000% | |
10/29/2024 | Confluence Wealth Services Inc. | 2,154 | $0.59M | 0.0% | -14.3% | 0.000% | |
10/29/2024 | Harbor Capital Advisors Inc. | 13,289 | $3.64M | 0.2% | -24.4% | 0.001% | |
10/29/2024 | Baxter Bros Inc. | 1,847 | $0.51M | 0.1% | -3.0% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 200,494 | $54.88M | 0.2% | -8.2% | 0.021% | |
10/29/2024 | Prossimo Advisors LLC | 3,334 | $0.91M | 0.7% | +2.2% | 0.000% | |
10/29/2024 | New Covenant Trust Company N.A. | 816 | $0.23M | 0.2% | N/A | 0.000% | |
10/29/2024 | Janney Capital Management LLC | 1,299 | $0.36M | 0.0% | +4.3% | 0.000% | |
10/29/2024 | Northern Financial Advisors Inc | 1,923 | $0.53M | 0.4% | -5.0% | 0.000% | |
10/29/2024 | Private Wealth Partners LLC | 14,718 | $4.03M | 0.3% | -3.9% | 0.002% | |
10/29/2024 | Optas LLC | 7,242 | $1.98M | 0.5% | +1.5% | 0.001% | |
10/29/2024 | Princeton Global Asset Management LLC | 256 | $70K | 0.0% | +8,433.3% | 0.000% | |
10/29/2024 | Realta Investment Advisors | 863 | $0.25M | 0.1% | -85.1% | 0.000% | |
10/29/2024 | First Interstate Bank | 16,583 | $4.54M | 0.3% | -1.7% | 0.002% | |
10/29/2024 | Greenwich Wealth Management LLC | 2,671 | $0.73M | 0.0% | +4.5% | 0.000% | |
10/29/2024 | F M Investments LLC | 6,636 | $1.84M | 0.1% | -0.7% | 0.001% | |
10/29/2024 | Mathes Company Inc. | 2,525 | $0.69M | 0.2% | -7.3% | 0.000% | |
10/29/2024 | BluePath Capital Management LLC | 3,646 | $1M | 0.6% | +19.0% | 0.000% | |
10/29/2024 | Silvant Capital Management LLC | 130,215 | $35.69M | 1.6% | -0.3% | 0.013% | |
10/29/2024 | Chicago Partners Investment Group LLC | 6,882 | $1.96M | 0.1% | -4.9% | 0.001% | |
10/29/2024 | Phillips Wealth Planners LLC | 1,886 | $0.55M | 0.5% | +21.1% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 15,951 | $4.37M | 0.2% | -4.4% | 0.002% | |
10/29/2024 | Dash Acquisitions Inc. | 58,996 | $17.14M | 4.1% | +4.8% | 0.006% | |