5/14/2024 | EP Wealth Advisors LLC | 1,033,223 | $186.37M | 2.2% | +4.4% | 0.010% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 23,187 | $4.18M | 2.0% | N/A | 0.000% | |
5/14/2024 | Element Pointe Advisors LLC | 4,530 | $0.82M | 0.2% | -21.7% | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 341,223 | $61.55M | 2.3% | +4.2% | 0.003% | |
5/14/2024 | Covington Investment Advisors Inc. | 102,578 | $18.50M | 3.2% | +6.2% | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 95,183 | $17.17M | 0.7% | +56.5% | 0.001% | |
5/14/2024 | Delta Global Management LP | 571,735 | $103.13M | 7.8% | +35.6% | 0.005% | |
5/14/2024 | Delap Wealth Advisory LLC | 24,366 | $4.40M | 1.8% | +270.6% | 0.000% | |
5/14/2024 | Vident Advisory LLC | 208,749 | $37.65M | 0.8% | +183.7% | 0.002% | |
5/14/2024 | Sculati Wealth Management LLC | 37,930 | $6.84M | 3.0% | +0.5% | 0.000% | |
5/14/2024 | Forte Capital LLC ADV | 146,992 | $26.51M | 3.3% | -1.1% | 0.001% | |
5/14/2024 | Fayez Sarofim & Co | 7,088,055 | $1.28B | 3.8% | +2.6% | 0.068% | |
5/14/2024 | MayTech Global Investments LLC | 218,969 | $39.50M | 6.5% | +0.6% | 0.002% | |
5/14/2024 | LGT Group Foundation | 1,012,894 | $182.71M | 4.2% | +5.0% | 0.010% | |
5/14/2024 | Shell Asset Management Co. | 470,802 | $84.92M | 3.8% | -1.2% | 0.005% | |
5/14/2024 | Northwest Wealth Management LLC | 21,332 | $3.85M | 1.1% | +7.5% | 0.000% | |
5/14/2024 | Mattern Wealth Management LLC | 29,851 | $5.39M | 1.3% | -0.4% | 0.000% | |
5/14/2024 | Mattern Capital Management LLC | 10,399 | $1.88M | 0.3% | +32.0% | 0.000% | |
5/14/2024 | Kraft Asset Management LLC | 1,648 | $0.30M | 0.2% | N/A | 0.000% | |
5/14/2024 | Payden & Rygel Investment Group | 98,570 | $17.78M | 0.8% | N/A | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 29,800 | $5.38M | 0.6% | N/A | 0.000% | |
5/14/2024 | Evermay Wealth Management LLC | 45,449 | $8.20M | 1.2% | -5.6% | 0.000% | |
5/14/2024 | Titan Global Capital Management USA LLC | 208,430 | $37.60M | 5.9% | -1.3% | 0.002% | |
5/14/2024 | Burns Matteson Capital Management LLC | 12,907 | $2.33M | 1.3% | +7.1% | 0.000% | |
5/14/2024 | Boulder Hill Capital Management LP | 21,500 | $3.88M | 1.6% | N/A | 0.000% | |
5/14/2024 | Ossiam | 2,119,456 | $382.31M | 6.7% | -19.1% | 0.020% | |
5/14/2024 | Castle Hook Partners LP | 308,882 | $55.72M | 1.6% | -75.0% | 0.003% | |
5/14/2024 | Natixis Investment Managers International | 304,560 | $54.94M | 3.7% | -7.9% | 0.003% | |
5/14/2024 | Meritage Group LP | 1,636,984 | $295.28M | 7.0% | +2.3% | 0.016% | |
5/14/2024 | Platinum Investment Management Ltd. | 43,330 | $7.82M | 0.3% | +75.7% | 0.000% | |
5/14/2024 | InterOcean Capital Group LLC | 738,901 | $133.28M | 3.2% | +1.3% | 0.007% | |
5/14/2024 | Tiemann Investment Advisors LLC | 17,915 | $3.23M | 1.4% | +0.9% | 0.000% | |
5/14/2024 | GQG Partners LLC | 13,762,546 | $2.48B | 4.0% | +25.9% | 0.132% | |
5/14/2024 | Pitcairn Co. | 149,250 | $26.92M | 1.7% | +1.2% | 0.001% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 399,050 | $71.98M | 0.2% | -69.6% | 0.004% | |
5/14/2024 | Puzo Michael J | 60,382 | $10.89M | 3.0% | +10.5% | 0.001% | |
5/14/2024 | Owen LaRue LLC | 15,378 | $2.77M | 1.7% | -5.7% | 0.000% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 6,968,829 | $1.26B | 2.5% | +1.3% | 0.067% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 24,923 | $4.50M | 0.3% | +1.0% | 0.000% | |
5/14/2024 | American International Group Inc. | 2,679,570 | $483.34M | 1.7% | -0.6% | 0.026% | |
5/14/2024 | Vaughan David Investments LLC IL | 6,772 | $1.22M | 0.0% | +28.5% | 0.000% | |
5/14/2024 | Twin Capital Management Inc. | 139,019 | $25.08M | 3.1% | -5.1% | 0.001% | |
5/14/2024 | RB Capital Management LLC | 43,816 | $7.90M | 2.1% | +5.8% | 0.000% | |
5/14/2024 | Lake Street Advisors Group LLC | 114,874 | $20.72M | 1.0% | +45.3% | 0.001% | |
5/14/2024 | Arjuna Capital | 55,342 | $9.98M | 2.8% | +5.2% | 0.001% | |
5/14/2024 | Greenbrier Partners Capital Management LLC | 629,003 | $113.46M | 10.5% | -0.5% | 0.006% | |
5/14/2024 | Burgundy Asset Management Ltd. | 931,285 | $167.99M | 1.7% | -0.7% | 0.009% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 29,425 | $5.31M | 1.4% | -92.6% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 10,318,638 | $1.86B | 3.4% | -2.4% | 0.099% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 9,482 | $1.71M | 0.6% | N/A | 0.000% | |
5/13/2024 | Capitolis Liquid Global Markets LLC | 1,842,000 | $332.26M | 5.3% | +133.4% | 0.018% | |
5/13/2024 | New Age Alpha Advisors LLC | 94,200 | $16.99M | 10.1% | +35.7% | 0.001% | |
5/13/2024 | Hilltop Partners LLC | 9,871 | $1.78M | 0.6% | +9.3% | 0.000% | |
5/13/2024 | PYA Waltman Capital LLC | 55,991 | $10.10M | 3.7% | +0.6% | 0.001% | |
5/13/2024 | Point Break Capital Management LLC | 18,152 | $3.27M | 3.5% | +86.7% | 0.000% | |
5/13/2024 | Evolutionary Tree Capital Management LLC | 49,489 | $8.93M | 9.0% | -8.1% | 0.000% | |
5/13/2024 | Delta Asset Management LLC TN | 14,167 | $2.56M | 0.2% | -0.4% | 0.000% | |
5/13/2024 | Index Fund Advisors Inc. | 14,220 | $2.57M | 0.1% | +2.3% | 0.000% | |
5/13/2024 | Paragon Capital Management LLC | 51,610 | $9.31M | 5.0% | -1.3% | 0.000% | |
5/13/2024 | UniSuper Management Pty Ltd | 1,645,680 | $296.85M | 2.9% | +7.0% | 0.016% | |
5/13/2024 | Clearbridge Investments LLC | 19,347,028 | $3.49B | 2.8% | +0.8% | 0.186% | |
5/13/2024 | Cedar Wealth Management LLC | 18,611 | $3.36M | 1.1% | +0.4% | 0.000% | |
5/13/2024 | Shakespeare Wealth Management LLC | 1,128 | $0.20M | 0.1% | N/A | 0.000% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 12,702 | $2.29M | 0.3% | -64.6% | 0.000% | |
5/13/2024 | Invesco LLC | 73,705 | $13.30M | 5.7% | +5.8% | 0.001% | |
5/13/2024 | Texas Capital Bancshares Inc TX | 2,021 | $0.37M | 0.2% | -23.7% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 644,319 | $116.22M | 1.3% | +26.1% | 0.006% | |
5/13/2024 | Lane Generational LLC | 28,037 | $5.06M | 6.0% | -4.6% | 0.000% | |
5/13/2024 | Ameritas Investment Partners Inc. | 303,659 | $54.77M | 1.9% | -0.8% | 0.003% | |
5/13/2024 | Alerus Financial NA | 135,542 | $24.45M | 1.8% | +5.9% | 0.001% | |
5/13/2024 | Rockport Wealth LLC | 3,279 | $0.59M | 0.2% | N/A | 0.000% | |
5/13/2024 | PAX Financial Group LLC | 6,982 | $1.26M | 0.3% | +3.9% | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 79,010 | $14.25M | 1.5% | +8.8% | 0.001% | |
5/13/2024 | Secured Retirement Advisors LLC | 10,462 | $1.89M | 1.6% | +273.5% | 0.000% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 324,629 | $58.56M | 1.7% | -6.5% | 0.003% | |
5/11/2024 | Brogan Financial Inc. | 3,373 | $0.61M | 0.4% | +17.4% | 0.000% | |
5/11/2024 | Spreng Capital Management Inc. | 17,981 | $3.24M | 1.7% | +30.4% | 0.000% | |
5/11/2024 | Bahl & Gaynor Inc. | 31,957 | $5.76M | 0.0% | +10.2% | 0.000% | |
5/11/2024 | MAS Advisors LLC | 1,477 | $0.27M | 0.3% | -5.3% | 0.000% | |
5/11/2024 | Lcnb Corp | 12,773 | $2.30M | 0.8% | -1.9% | 0.000% | |
5/11/2024 | Gifford Fong Associates | 96,793 | $17.46M | 4.8% | -32.9% | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 48,098 | $8.68M | 0.7% | +2.9% | 0.000% | |
5/11/2024 | Davis R M Inc. | 575,788 | $103.86M | 2.2% | +2.9% | 0.006% | |
5/11/2024 | Resurgent Financial Advisors LLC | 15,662 | $2.83M | 1.5% | +6.7% | 0.000% | |
5/11/2024 | Alley Investment Management Company LLC | 93,597 | $16.88M | 2.3% | +0.2% | 0.001% | |
5/11/2024 | Covestor Ltd | 5,698 | $1.03M | 0.7% | +19.4% | 0.000% | |
5/11/2024 | Elevatus Welath Management | 65,541 | $11.82M | 4.7% | +24.3% | 0.001% | |
5/11/2024 | United American Securities Inc. d b a UAS Asset Management | 355,241 | $64.08M | 17.1% | +20.1% | 0.003% | |
5/11/2024 | Peak Asset Management LLC | 25,262 | $4.56M | 0.9% | +6.2% | 0.000% | |
5/11/2024 | Vista Finance LLC | 4,064 | $0.73M | 1.8% | N/A | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 169,416 | $30.56M | 2.5% | +0.9% | 0.002% | |
5/11/2024 | Exencial Wealth Advisors LLC | 280,194 | $50.54M | 1.9% | -2.7% | 0.003% | |
5/11/2024 | Cynosure Group LLC | 15,373 | $2.77M | 0.5% | -60.3% | 0.000% | |
5/11/2024 | Hillsdale Investment Management Inc. | 13,424 | $2.42M | 0.2% | +3.8% | 0.000% | |
5/11/2024 | Orion Capital Management LLC | 30,729 | $5.54M | 2.9% | +2.4% | 0.000% | |
5/11/2024 | NWK Group Inc. | 69,472 | $12.53M | 5.9% | +2.2% | 0.001% | |
5/11/2024 | Capital Wealth Alliance LLC | 10,241 | $1.85M | 1.1% | +39.6% | 0.000% | |
5/11/2024 | Continental Investors Services Inc. | 4,018 | $0.73M | 1.7% | +8.8% | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 62,268 | $11.23M | 2.0% | +1.4% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 45,223 | $8.16M | 1.6% | +170.1% | 0.000% | |