10/31/2024 | Castle Wealth Management LLC | 2,767 | $1.71M | 0.7% | -1.1% | 0.001% | |
10/31/2024 | Principal Financial Group Inc. | 1,247,838 | $771.88M | 0.4% | +22.1% | 0.327% | |
10/31/2024 | Montecito Bank & Trust | 3,612 | $2.23M | 0.4% | +3.8% | 0.001% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 64,122 | $39.66M | 2.4% | -2.3% | 0.017% | |
10/31/2024 | BNC Wealth Management LLC | 2,635 | $1.63M | 0.6% | -0.9% | 0.001% | |
10/31/2024 | Jackson Square Capital LLC | 10,310 | $6.38M | 1.6% | +70.6% | 0.003% | |
10/31/2024 | US Financial Advisors LLC | 7,312 | $4.52M | 1.4% | -1.0% | 0.002% | |
10/31/2024 | Graypoint LLC | 2,992 | $1.85M | 0.1% | +1.4% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 1,784 | $1.10M | 0.8% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 3,864 | $2.39M | 0.3% | -3.9% | 0.001% | |
10/31/2024 | M&G PLC | 124,927 | $77.33M | 0.4% | -8.1% | 0.033% | |
10/31/2024 | Spinnaker Trust | 10,273 | $6.36M | 0.4% | -5.0% | 0.003% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,587 | $2.22M | 0.1% | +5.3% | 0.001% | |
10/30/2024 | Umpqua Bank | 4,645 | $2.87M | 1.1% | +4.6% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 1,741 | $1.08M | 0.3% | +1.5% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 5,971 | $3.69M | 0.2% | +2.4% | 0.002% | |
10/30/2024 | Harvest Portfolios Group Inc. | 91,540 | $56.62M | 1.9% | +0.6% | 0.024% | |
10/30/2024 | 1834 Investment Advisors Co. | 1,686 | $1.04M | 0.1% | -5.9% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 1,044 | $0.65M | 0.2% | +16.6% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 1,127 | $0.70M | 0.0% | -5.6% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 8,820 | $5.46M | 0.5% | -7.9% | 0.002% | |
10/30/2024 | Fiduciary Family Office LLC | 1,594 | $0.99M | 0.3% | +2.4% | 0.000% | |
10/30/2024 | North Star Investment Management Corp. | 10,475 | $6.48M | 0.4% | -0.9% | 0.003% | |
10/30/2024 | Cornerstone Capital Inc. | 52,085 | $32.22M | 3.0% | +1.2% | 0.014% | |
10/30/2024 | NorthRock Partners LLC | 3,365 | $2.08M | 0.2% | +14.4% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 122,485 | $75.77M | 1.4% | +1.4% | 0.032% | |
10/30/2024 | Heritage Investors Management Corp | 43,253 | $26.76M | 0.9% | -1.8% | 0.011% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 10,328 | $6.33M | 1.1% | -1.8% | 0.003% | |
10/30/2024 | Pittenger & Anderson Inc. | 25,167 | $15.57M | 0.6% | +1.2% | 0.007% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 2,294 | $1.42M | 1.0% | +4.7% | 0.001% | |
10/30/2024 | Amalgamated Bank | 75,654 | $46.80M | 0.4% | -1.9% | 0.020% | |
10/30/2024 | Sentry Investment Management LLC | 2,641 | $1.63M | 0.7% | +7.5% | 0.001% | |
10/30/2024 | United Advisor Group LLC | 701 | $0.43M | 0.1% | +55.4% | 0.000% | |
10/30/2024 | ASB Consultores LLC | 1,056 | $0.65M | 0.3% | +34.5% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 17,038 | $10.54M | 2.6% | +1.1% | 0.004% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 5,684 | $3.52M | 0.5% | +6.5% | 0.001% | |
10/30/2024 | Gulf International Bank UK Ltd | 29,909 | $18.50M | 0.5% | -23.4% | 0.008% | |
10/30/2024 | FSM Wealth Advisors LLC | 339 | $0.21M | 0.1% | N/A | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 2,574 | $1.59M | 0.2% | +9.5% | 0.001% | |
10/30/2024 | Impax Asset Management Group plc | 702,337 | $433.32M | 1.7% | -2.3% | 0.184% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 1,379 | $0.85M | 0.4% | +5.8% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 74,499 | $46.08M | 2.6% | -7.6% | 0.020% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 2,301 | $1.42M | 0.3% | -63.1% | 0.001% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 149,500 | $92.48M | 0.6% | -2.1% | 0.039% | |
10/30/2024 | PDS Planning Inc | 2,291 | $1.42M | 0.1% | +4.0% | 0.001% | |
10/30/2024 | QRG Capital Management Inc. | 43,832 | $27.11M | 0.3% | +58.0% | 0.011% | |
10/30/2024 | Asset Management One Co. Ltd. | 179,545 | $111.06M | 0.4% | +0.3% | 0.047% | |
10/30/2024 | National Pension Service | 702,529 | $434.56M | 0.4% | +14.4% | 0.184% | |
10/30/2024 | Cohen Capital Management Inc. | 57,344 | $35.47M | 5.8% | +0.7% | 0.015% | |
10/30/2024 | Klingenstein Fields & Co. LP | 76,315 | $47.21M | 1.9% | +0.2% | 0.020% | |
10/30/2024 | Intact Investment Management Inc. | 1,940 | $1.20M | 0.0% | -17.8% | 0.001% | |
10/29/2024 | Old North State Wealth Management LLC | 463 | $0.29M | 0.2% | -6.8% | 0.000% | |
10/29/2024 | Northeast Investment Management | 86,796 | $53.69M | 2.4% | -0.2% | 0.023% | |
10/29/2024 | Solstein Capital LLC | 4,581 | $2.83M | 1.4% | -1.6% | 0.001% | |
10/29/2024 | Citizens National Bank Trust Department | 4,645 | $2.87M | 0.6% | -4.3% | 0.001% | |
10/29/2024 | Donaldson Capital Management LLC | 6,741 | $4.17M | 0.2% | +1.6% | 0.002% | |
10/29/2024 | Kanawha Capital Management LLC | 2,052 | $1.27M | 0.1% | -1.2% | 0.001% | |
10/29/2024 | Forum Financial Management LP | 2,201 | $1.36M | 0.0% | -1.7% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 574,355 | $355.28M | 0.7% | +3.0% | 0.150% | |
10/29/2024 | Blue Square Asset Management LLC | 347 | $0.22M | 0.1% | N/A | 0.000% | |
10/29/2024 | Harbour Investment Management LLC | 329 | $0.20M | 0.1% | N/A | 0.000% | |
10/29/2024 | Westbourne Investment Advisors Inc. | 368 | $0.23M | 0.1% | -35.2% | 0.000% | |
10/29/2024 | Veritas Asset Management LLP | 1,130,476 | $699.28M | 5.2% | -1.6% | 0.296% | |
10/29/2024 | BSW Wealth Partners | 1,231 | $0.76M | 0.1% | +2.8% | 0.000% | |
10/29/2024 | Nvwm LLC | 3,079 | $1.91M | 0.5% | +0.8% | 0.001% | |
10/29/2024 | Angeles Wealth Management LLC | 3,921 | $2.43M | 0.2% | +0.5% | 0.001% | |
10/29/2024 | Van ECK Associates Corp | 349,438 | $201.45M | 0.2% | +1.7% | 0.091% | |
10/29/2024 | Whitener Capital Management Inc. | 530 | $0.33M | 0.1% | +37.7% | 0.000% | |
10/29/2024 | Coronation Fund Managers Ltd. | 33,071 | $20.46M | 1.1% | -17.5% | 0.009% | |
10/29/2024 | Fort Pitt Capital Group LLC | 256,315 | $158.55M | 4.5% | +1.5% | 0.067% | |
10/29/2024 | Confluence Wealth Services Inc. | 2,613 | $1.62M | 0.1% | -12.4% | 0.001% | |
10/29/2024 | Baxter Bros Inc. | 28,030 | $17.34M | 2.3% | -1.8% | 0.007% | |
10/29/2024 | Janney Montgomery Scott LLC | 137,039 | $84.77M | 0.2% | -2.7% | 0.036% | |
10/29/2024 | REDW Wealth LLC | 582 | $0.36M | 0.1% | -6.9% | 0.000% | |
10/29/2024 | Pure Financial Advisors LLC | 1,044 | $0.65M | 0.0% | +100.0% | 0.000% | |
10/29/2024 | Arcadia Investment Management Corp MI | 32,160 | $19.89M | 3.3% | -1.8% | 0.008% | |
10/29/2024 | New Covenant Trust Company N.A. | 507 | $0.31M | 0.3% | +15.5% | 0.000% | |
10/29/2024 | Janney Capital Management LLC | 18,677 | $11.55M | 0.8% | +2.1% | 0.005% | |
10/29/2024 | Private Wealth Partners LLC | 60,006 | $37.12M | 3.0% | -21.1% | 0.016% | |
10/29/2024 | Conning Inc. | 10,041 | $6.21M | 0.2% | -1.7% | 0.003% | |
10/29/2024 | Optas LLC | 1,904 | $1.18M | 0.3% | +9.4% | 0.000% | |
10/29/2024 | Princeton Global Asset Management LLC | 8,167 | $5.05M | 1.0% | +2.4% | 0.002% | |
10/29/2024 | Lmcg Investments LLC | 14,221 | $8.80M | 0.5% | -1.1% | 0.004% | |
10/29/2024 | First Interstate Bank | 2,901 | $1.79M | 0.1% | +27.1% | 0.001% | |
10/29/2024 | Invesco LLC | 10,666 | $6.60M | 2.6% | -1.2% | 0.003% | |
10/29/2024 | F M Investments LLC | 28,327 | $17.52M | 0.6% | +56.2% | 0.007% | |
10/29/2024 | Silvant Capital Management LLC | 5,728 | $3.55M | 0.2% | -6.5% | 0.001% | |
10/29/2024 | Chicago Partners Investment Group LLC | 1,001 | $0.58M | 0.0% | +40.8% | 0.000% | |
10/29/2024 | Creative Capital Management Investments LLC | 118 | $73K | 0.0% | +293.3% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 3,824 | $2.37M | 0.1% | +16.4% | 0.001% | |
10/29/2024 | Dash Acquisitions Inc. | 30,901 | $19.11M | 4.6% | +4.4% | 0.008% | |
10/29/2024 | Weatherly Asset Management L. P. | 591 | $0.37M | 0.0% | +4.2% | 0.000% | |
10/29/2024 | Kearns & Associates LLC | 1,360 | $0.84M | 0.6% | -1.4% | 0.000% | |
10/29/2024 | Capital Advisors Inc. OK | 99,921 | $61.81M | 1.2% | +5.2% | 0.026% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 31,979 | $19.79M | 1.3% | -4.2% | 0.008% | |
10/28/2024 | Eads & Heald Wealth Management | 4,475 | $2.77M | 1.3% | -5.0% | 0.001% | |
10/28/2024 | Americana Partners LLC | 6,285 | $3.89M | 0.3% | +27.1% | 0.002% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 5,886 | $3.64M | 0.2% | -11.3% | 0.002% | |
10/28/2024 | Interchange Capital Partners LLC | 1,545 | $0.96M | 0.3% | -1.7% | 0.000% | |
10/28/2024 | New York State Common Retirement Fund | 544,341 | $336.71M | 0.5% | -6.6% | 0.142% | |