10/1/2024 | Davis Capital Management | 28,130 | $2.02M | 1.6% | +0.8% | 0.001% | |
10/1/2024 | Appleton Partners Inc. MA | 16,924 | $1.22M | 0.1% | -1.7% | 0.000% | |
10/1/2024 | Jacobs & Co. CA | 92,497 | $6.65M | 0.7% | -21.5% | 0.002% | |
10/1/2024 | Park National Corp OH | 398,034 | $28.60M | 1.0% | -4.6% | 0.009% | |
10/1/2024 | IMPACTfolio LLC | 2,785 | $0.20M | 0.1% | N/A | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 12,487 | $0.90M | 0.1% | +3.8% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 53,275 | $3.83M | 0.3% | -0.3% | 0.001% | |
9/30/2024 | Mattson Financial Services LLC | 41,412 | $2.64M | 0.9% | N/A | 0.001% | |
9/30/2024 | Ashburton Jersey Ltd | 13,077 | $0.83M | 0.3% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 31,984 | $2.04M | 0.1% | -24.2% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 120,761 | $7.69M | 0.8% | -0.2% | 0.003% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,007,300 | $64.12M | 0.2% | +84.2% | 0.023% | |
9/16/2024 | Verity & Verity LLC | 39,948 | $2.54M | 0.3% | -1.9% | 0.001% | |
9/12/2024 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 21,633 | $1.38M | 0.5% | +0.8% | 0.001% | |
9/12/2024 | American Trust | 15,802 | $1.01M | 0.1% | +15.5% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 9,608 | $0.61M | 0.2% | +7.2% | 0.000% | |
9/10/2024 | SS&H Financial Advisors Inc. | 42,056 | $2.68M | 1.0% | -3.3% | 0.001% | |
9/10/2024 | Prio Wealth Limited Partnership | 115,193 | $7.33M | 0.2% | -17.6% | 0.003% | |
9/10/2024 | Cannon Financial Strategists Inc. | 56,736 | $3.61M | 0.7% | N/A | 0.001% | |
9/10/2024 | Brightwater Advisory LLC | 5,762 | $0.37M | 0.3% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 30,289 | $1.93M | 0.6% | N/A | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 372,644 | $23.01M | 0.2% | N/A | 0.009% | |
8/30/2024 | Brown Financial Advisors | 25,157 | $1.60M | 0.7% | N/A | 0.001% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 9,834 | $0.63M | 0.2% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 83,938 | $5.34M | 1.6% | -4.8% | 0.002% | |
8/28/2024 | RiverFront Investment Group LLC | 90,734 | $5.78M | 0.2% | -4.5% | 0.002% | |
8/28/2024 | Birmingham Capital Management Co. Inc. AL | 87,934 | $5.60M | 2.2% | -1.0% | 0.002% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 7,939 | $0.51M | 0.3% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 5,565 | $0.35M | 0.1% | -60.8% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 8,947,132 | $569.49M | 0.5% | -0.7% | 0.208% | |
8/27/2024 | Dana Investment Advisors Inc. | 115,101 | $7.33M | 0.2% | -1.4% | 0.003% | |
8/27/2024 | New Wave Wealth Advisors LLC | 4,283 | $0.27M | 0.1% | N/A | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 12,097 | $0.77M | 0.3% | +39.4% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 309,342 | $19.69M | 0.2% | -2.9% | 0.007% | |
8/26/2024 | Founders Financial Alliance LLC | 20,130 | $1.28M | 0.4% | -3.0% | 0.000% | |
8/26/2024 | Ariadne Wealth Management LP | 4,288 | $0.28M | 0.1% | N/A | 0.000% | |
8/22/2024 | Aldebaran Financial Inc. | 9,646 | $0.61M | 0.9% | +4.8% | 0.000% | |
8/22/2024 | 3Chopt Investment Partners LLC | 7,956 | $0.51M | 0.2% | N/A | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 8,473 | $0.54M | 0.3% | +4.3% | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 14,101 | $0.90M | 0.0% | +6.0% | 0.000% | |
8/21/2024 | Truist Financial Corp | 16,362,598 | $1.04B | 1.6% | +1.1% | 0.380% | |
8/20/2024 | Pathway Financial Advisers LLC | 34,875 | $2.22M | 0.8% | +1.2% | 0.001% | |
8/20/2024 | Next Capital Management LLC | 17,936 | $1.14M | 0.5% | -0.9% | 0.000% | |
8/19/2024 | Old North State Trust LLC | 19,224 | $1.22M | 1.1% | +2.1% | 0.000% | |
8/19/2024 | HWG Holdings LP | 2,367 | $0.15M | 0.1% | N/A | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 98,187 | $6.25M | 0.1% | +2.1% | 0.002% | |
8/19/2024 | Kimelman & Baird LLC | 9,670 | $0.62M | 0.1% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 134,203 | $8.61M | 0.2% | -13.2% | 0.003% | |
8/16/2024 | Newport Capital Group LLC | 3,486 | $0.22M | 0.2% | N/A | 0.000% | |
8/16/2024 | Ecofi Investissements SA | 4,700 | $0.28M | 0.2% | N/A | 0.000% | |
8/16/2024 | Saratoga Research & Investment Management | 98,705 | $6.28M | 0.3% | -4.8% | 0.002% | |
8/16/2024 | Wallace Capital Management Inc. | 83,322 | $5.30M | 0.7% | -2.6% | 0.002% | |
8/16/2024 | Regal Investment Advisors LLC | 87,024 | $5.54M | 0.4% | +3.8% | 0.002% | |
8/16/2024 | Quarry LP | 418 | $27K | 0.0% | N/A | 0.000% | |
8/16/2024 | Invst LLC | 33,324 | $2.11M | 0.2% | +5.2% | 0.001% | |
8/16/2024 | Covington Investment Advisors Inc. | 73,229 | $4.66M | 0.7% | -6.2% | 0.002% | |
8/16/2024 | Second Line Capital LLC | 7,810 | $0.50M | 0.2% | +18.5% | 0.000% | |
8/16/2024 | Wallace Advisory Group LLC | 7,446 | $0.47M | 0.3% | +4.4% | 0.000% | |
8/16/2024 | William B. Walkup & Associates Inc. | 15,201 | $0.97M | 0.6% | N/A | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 10,125 | $0.64M | 0.1% | -5.9% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 761,998 | $48.50M | 0.0% | -0.1% | 0.018% | |
8/16/2024 | NewEdge Advisors LLC | 262,626 | $16.72M | 0.1% | -5.8% | 0.006% | |
8/16/2024 | Northeast Financial Consultants Inc | 34,463 | $2.19M | 0.1% | -12.6% | 0.001% | |
8/16/2024 | Silver Lake Advisory LLC | 26,585 | $1.69M | 0.2% | +0.7% | 0.001% | |
8/16/2024 | Nemes Rush Group LLC | 11,206 | $0.71M | 0.1% | -7.1% | 0.000% | |
8/16/2024 | Magnolia Capital Advisors LLC | 28,867 | $1.84M | 0.1% | N/A | 0.001% | |
8/16/2024 | Creative Planning | 1,781,928 | $113.42M | 0.1% | +3.8% | 0.041% | |
8/16/2024 | Buck Wealth Strategies LLC | 120,305 | $7.66M | 2.3% | -14.1% | 0.003% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 8,926 | $0.57M | 0.0% | -80.1% | 0.000% | |
8/16/2024 | Aviso Wealth Management | 4,146 | $0.26M | 0.2% | -4.3% | 0.000% | |
8/16/2024 | Ascent Group LLC | 85,847 | $5.46M | 0.4% | -0.2% | 0.002% | |
8/16/2024 | Bontempo Ohly Capital Mgmt LLC | 67,878 | $4.32M | 2.2% | +1.4% | 0.002% | |
8/16/2024 | MidWestOne Financial Group Inc. | 16,835 | $1.07M | 0.2% | -1.3% | 0.000% | |
8/16/2024 | Kathmere Capital Management LLC | 5,605 | $0.36M | 0.0% | +13.9% | 0.000% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 5,704 | $0.36M | 0.0% | +64.0% | 0.000% | |
8/16/2024 | Sepio Capital LP | 4,584 | $0.29M | 0.0% | -11.8% | 0.000% | |
8/16/2024 | Raab & Moskowitz Asset Management LLC | 42,630 | $2.71M | 0.7% | -1.9% | 0.001% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 1,878 | $0.12M | 0.0% | +29.2% | 0.000% | |
8/15/2024 | Susquehanna Fundamental Investments LLC | 376,819 | $23.99M | 0.6% | N/A | 0.009% | |
8/15/2024 | Security National Bank of SO Dak | 24,369 | $1.55M | 0.9% | +1.5% | 0.001% | |
8/15/2024 | Smith Thornton Advisors LLC | 22,438 | $1.43M | 1.1% | N/A | 0.001% | |
8/15/2024 | First County Bank CT | 24,448 | $1.56M | 0.8% | -3.1% | 0.001% | |
8/15/2024 | Legal & General Group Plc | 38,701,876 | $2.46B | 0.6% | +2.9% | 0.898% | |
8/15/2024 | Lighthouse Investment Partners LLC | 275,000 | $17.50M | 0.7% | -42.0% | 0.006% | |
8/15/2024 | Lummis Asset Management LP | 14,855 | $0.95M | 1.2% | +1.1% | 0.000% | |
8/15/2024 | Mackenzie Financial Corp | 3,851,055 | $245.12M | 0.4% | +7.6% | 0.089% | |
8/15/2024 | The Manufacturers Life Insurance Company | 2,393,352 | $152.34M | 0.1% | +1.0% | 0.056% | |
8/15/2024 | Marathon Capital Management | 17,520 | $1.12M | 0.3% | -4.1% | 0.000% | |
8/15/2024 | MBB Public Markets I LLC | 290,784 | $18.51M | 0.4% | +1,716.8% | 0.007% | |
8/15/2024 | Daymark Wealth Partners LLC | 224,335 | $14.28M | 0.5% | +5.6% | 0.005% | |
8/15/2024 | Deprince Race & Zollo Inc. | 346,743 | $22.07M | 0.5% | -1.2% | 0.008% | |
8/15/2024 | Delta Investment Management LLC | 7,114 | $0.45M | 0.1% | +4.1% | 0.000% | |
8/15/2024 | DoubleLine ETF Adviser LP | 136,370 | $8.68M | 2.3% | -6.5% | 0.003% | |
8/15/2024 | Drucker Wealth 3.0 LLC | 52,912 | $3.37M | 0.9% | N/A | 0.001% | |
8/15/2024 | Employees Retirement System of Texas | 1,333,933 | $84.91M | 0.8% | -23.5% | 0.031% | |
8/15/2024 | Ameriprise Financial Inc. | 20,238,252 | $1.29B | 0.3% | -6.3% | 0.470% | |
8/15/2024 | APG Asset Management N.V. | 4,289,688 | $254.76M | 0.5% | -20.1% | 0.100% | |
8/15/2024 | AQR Capital Management LLC | 3,334,552 | $212.24M | 0.3% | -12.7% | 0.077% | |
8/15/2024 | Armistice Capital LLC | 171,244 | $10.90M | 0.1% | -77.2% | 0.004% | |
8/15/2024 | AXA S.A. | 1,333,330 | $84.87M | 0.3% | -0.4% | 0.031% | |