10/9/2024 | Quotient Wealth Partners LLC | 3,562 | $0.70M | 0.0% | +15.6% | 0.001% | |
10/9/2024 | SS&H Financial Advisors Inc. | 5,118 | $1M | 0.4% | -16.3% | 0.001% | |
10/9/2024 | Steigerwald Gordon & Koch Inc. | 114,185 | $22.31M | 2.4% | +4.8% | 0.025% | |
10/9/2024 | UMB Bank n.a. | 76,146 | $14.88M | 0.2% | -1.2% | 0.017% | |
10/9/2024 | Pensionfund Sabic | 7,200 | $1.41M | 0.4% | -12.2% | 0.002% | |
10/9/2024 | Clarus Wealth Advisors | 3,346 | $0.63M | 0.3% | -6.6% | 0.001% | |
10/9/2024 | Enterprise Bank & Trust Co | 1,066 | $0.21M | 0.1% | N/A | 0.000% | |
10/9/2024 | Wedmont Private Capital | 2,958 | $0.55M | 0.0% | +15.1% | 0.001% | |
10/8/2024 | CWM LLC | 19,330 | $3.78M | 0.0% | +1.8% | 0.004% | |
10/8/2024 | Daymark Wealth Partners LLC | 9,307 | $1.82M | 0.1% | -6.6% | 0.002% | |
10/8/2024 | Peddock Capital Advisors LLC | 7,455 | $1.46M | 0.4% | +3.8% | 0.002% | |
10/8/2024 | Future Financial Wealth Managment LLC | 300 | $59K | 0.0% | N/A | 0.000% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 39,972 | $7.81M | 0.8% | +5.2% | 0.009% | |
10/8/2024 | Cape ANN Savings Bank | 4,960 | $0.97M | 0.6% | +3.2% | 0.001% | |
10/8/2024 | Artemis Investment Management LLP | 176,542 | $34.49M | 0.5% | +26.0% | 0.039% | |
10/8/2024 | Atomi Financial Group Inc. | 6,025 | $1.18M | 0.1% | +16.2% | 0.001% | |
10/8/2024 | Park Place Capital Corp | 1,631 | $0.32M | 0.1% | -11.9% | 0.000% | |
10/8/2024 | Dakota Community Bank & Trust NA | 389 | $76K | 0.4% | N/A | 0.000% | |
10/8/2024 | Anderson Hoagland & Co. | 21,242 | $4.04M | 0.4% | -1.8% | 0.005% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 9,076 | $1.77M | 0.1% | -11.6% | 0.002% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 25,137 | $4.91M | 1.5% | +6.4% | 0.006% | |
10/8/2024 | Alpha Cubed Investments LLC | 28,851 | $5.64M | 0.3% | +10.5% | 0.006% | |
10/8/2024 | Chesley Taft & Associates LLC | 111,003 | $21.69M | 1.0% | +1.3% | 0.025% | |
10/8/2024 | Kesler Norman & Wride LLC | 5,257 | $1.03M | 0.2% | -16.7% | 0.001% | |
10/8/2024 | Bath Savings Trust Co | 22,682 | $4.43M | 0.4% | -4.5% | 0.005% | |
10/8/2024 | Verde Servicos Internacionais S.A. | 38,847 | $7.59M | 3.5% | -8.0% | 0.009% | |
10/8/2024 | Mather Group LLC. | 3,250 | $0.64M | 0.0% | -7.9% | 0.001% | |
10/8/2024 | Security National Bank | 48,194 | $9.42M | 1.3% | +0.3% | 0.011% | |
10/7/2024 | Salvus Wealth Management LLC | 2,239 | $0.44M | 0.3% | +3.8% | 0.000% | |
10/7/2024 | Fulton Bank N.A. | 14,651 | $2.86M | 0.1% | -3.7% | 0.003% | |
10/7/2024 | Value Partners Investments Inc. | 11,665 | $2.28M | 0.1% | +6.3% | 0.003% | |
10/7/2024 | IAM Advisory LLC | 9,771 | $1.91M | 0.5% | +2.3% | 0.002% | |
10/7/2024 | Everpar Advisors LLC | 1,411 | $0.28M | 0.1% | -7.5% | 0.000% | |
10/7/2024 | Diversified Trust Co | 16,823 | $3.29M | 0.1% | +7.7% | 0.004% | |
10/7/2024 | Azzad Asset Management Inc. ADV | 11,545 | $2.26M | 0.3% | -1.9% | 0.003% | |
10/7/2024 | GAMMA Investing LLC | 8,697 | $1.70M | 0.2% | +27.4% | 0.002% | |
10/5/2024 | Handelsbanken Fonder AB | 210,439 | $41.12M | 0.2% | +2.1% | 0.046% | |
10/5/2024 | Orser Capital Management LLC | 8,866 | $1.73M | 1.3% | +1.1% | 0.002% | |
10/5/2024 | Bard Financial Services Inc. | 1,100 | $0.22M | 0.0% | -54.6% | 0.000% | |
10/5/2024 | Burns J W & Co. Inc. NY | 29,988 | $5.86M | 0.8% | -1.3% | 0.007% | |
10/5/2024 | Trivant Custom Portfolio Group LLC | 6,903 | $1.35M | 0.8% | +5.4% | 0.002% | |
10/5/2024 | Wallace Advisory Group LLC | 4,395 | $0.86M | 0.6% | -1.8% | 0.001% | |
10/5/2024 | Goelzer Investment Management Inc. | 23,939 | $4.68M | 0.3% | -2.5% | 0.005% | |
10/4/2024 | Thrive Wealth Management LLC | 6,320 | $1.24M | 0.2% | +1.4% | 0.001% | |
10/3/2024 | Park Avenue Securities LLC | 23,151 | $4.52M | 0.1% | -5.5% | 0.005% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 5,656 | $1.11M | 0.1% | -9.6% | 0.001% | |
10/3/2024 | Sterneck Capital Management LLC | 1,984 | $0.39M | 0.2% | +32.3% | 0.000% | |
10/3/2024 | SG Americas Securities LLC | 153,406 | $29.97M | 0.1% | +144.7% | 0.034% | |
10/3/2024 | Curbstone Financial Management Corp | 11,340 | $2.22M | 0.5% | -0.9% | 0.002% | |
10/3/2024 | Czech National Bank | 92,291 | $18.03M | 0.2% | +6.1% | 0.020% | |
10/3/2024 | AMF Tjanstepension AB | 105,376 | $20.59M | 0.1% | +23.4% | 0.023% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 39,528 | $7.72M | 0.2% | -1.3% | 0.009% | |
10/1/2024 | Appleton Partners Inc. MA | 87,589 | $17.11M | 1.3% | -1.5% | 0.019% | |
10/1/2024 | Jacobs & Co. CA | 95,162 | $18.59M | 1.9% | +1.3% | 0.021% | |
10/1/2024 | Park National Corp OH | 90,417 | $17.67M | 0.6% | -5.0% | 0.020% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 128,494 | $25.11M | 1.8% | -2.9% | 0.028% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 13,977 | $2.42M | 0.0% | +57.0% | 0.003% | |
9/12/2024 | American Trust | 19,491 | $3.38M | 0.3% | -4.2% | 0.004% | |
9/10/2024 | SS&H Financial Advisors Inc. | 6,118 | $1.06M | 0.4% | +15.4% | 0.001% | |
9/10/2024 | Prio Wealth Limited Partnership | 97,479 | $16.90M | 0.5% | -2.4% | 0.022% | |
9/9/2024 | Heritage Wealth Management Inc. | 3,565 | $0.62M | 0.2% | N/A | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 123,247 | $19.53M | 0.1% | N/A | 0.027% | |
9/3/2024 | Clear Rock Advisors LLC | 16,427 | $2.85M | 1.2% | +8.7% | 0.004% | |
8/27/2024 | Clearbridge Investments LLC | 3,044,384 | $527.77M | 0.4% | +5.8% | 0.667% | |
8/27/2024 | Dana Investment Advisors Inc. | 40,571 | $7.03M | 0.2% | -0.5% | 0.009% | |
8/27/2024 | KPP Advisory Services LLC | 5,000 | $0.87M | 0.2% | +7.4% | 0.001% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 36,697 | $6.36M | 0.1% | -2.9% | 0.008% | |
8/23/2024 | Orleans Capital Management Corp LA | 7,861 | $1.36M | 0.9% | -2.2% | 0.002% | |
8/21/2024 | Ted Buchan & Co | 1,330 | $0.23M | 0.1% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 2,719 | $0.47M | 0.0% | +23.6% | 0.001% | |
8/21/2024 | IMS Capital Management | 2,958 | $0.54M | 0.2% | +11.3% | 0.001% | |
8/21/2024 | Truist Financial Corp | 169,202 | $29.33M | 0.0% | +1.5% | 0.037% | |
8/19/2024 | EP Wealth Advisors LLC | 230,512 | $39.96M | 0.4% | +7.3% | 0.051% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,072 | $1.92M | 0.0% | -30.9% | 0.002% | |
8/16/2024 | Ecofi Investissements SA | 33,700 | $5.54M | 3.0% | N/A | 0.007% | |
8/16/2024 | Wallace Capital Management Inc. | 3,972 | $0.69M | 0.1% | +8.2% | 0.001% | |
8/16/2024 | Kampmann Melissa S. | 20,085 | $3.48M | 2.5% | -1.4% | 0.004% | |
8/16/2024 | Ironwood Investment Management LLC | 8,276 | $1.44M | 0.8% | -0.8% | 0.002% | |
8/16/2024 | Quarry LP | 209 | $36K | 0.0% | +273.2% | 0.000% | |
8/16/2024 | Wallace Advisory Group LLC | 4,476 | $0.78M | 0.6% | +37.8% | 0.001% | |
8/16/2024 | Wellington Wealth Strategies LLC. | 1,432 | $0.25M | 1.1% | N/A | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 3,009 | $0.52M | 0.1% | -18.3% | 0.001% | |
8/16/2024 | NewEdge Advisors LLC | 35,192 | $6.10M | 0.0% | +32.8% | 0.008% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 278,016 | $48.20M | 0.0% | +26.3% | 0.061% | |
8/16/2024 | Nemes Rush Group LLC | 191 | $33K | 0.0% | -75.8% | 0.000% | |
8/16/2024 | Magnolia Capital Advisors LLC | 25,642 | $4.45M | 0.2% | N/A | 0.006% | |
8/16/2024 | Creative Planning | 83,231 | $14.43M | 0.0% | +37.5% | 0.018% | |
8/16/2024 | Copperwynd Financial LLC | 5,005 | $0.90M | 0.3% | +33.8% | 0.001% | |
8/16/2024 | Algert Global LLC | 1,924 | $0.33M | 0.0% | +29.5% | 0.000% | |
8/16/2024 | Ascent Group LLC | 33,327 | $5.78M | 0.5% | +7.9% | 0.007% | |
8/16/2024 | Kathmere Capital Management LLC | 5,317 | $0.92M | 0.1% | +28.0% | 0.001% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 40,991 | $7.11M | 0.7% | +7.5% | 0.009% | |
8/16/2024 | Texas Capital Bancshares Inc TX | 4,393 | $0.76M | 0.3% | +2.1% | 0.001% | |
8/15/2024 | Peloton Wealth Strategists | 10,201 | $1.77M | 0.7% | +1.2% | 0.002% | |
8/15/2024 | Scientech Research LLC | 4,898 | $0.85M | 0.2% | -9.6% | 0.001% | |
8/15/2024 | Select Equity Group L.P. | 86,505 | $15M | 0.1% | N/A | 0.019% | |
8/15/2024 | Legal & General Group Plc | 4,178,080 | $724.31M | 0.2% | +0.2% | 0.916% | |
8/15/2024 | Mackenzie Financial Corp | 44,808 | $7.77M | 0.0% | -70.9% | 0.010% | |
8/15/2024 | The Manufacturers Life Insurance Company | 462,561 | $80.19M | 0.1% | -5.5% | 0.101% | |
8/15/2024 | MBB Public Markets I LLC | 31,934 | $5.54M | 0.1% | N/A | 0.007% | |