5/14/2024 | Northwest Wealth Management LLC | 1,072 | $0.83M | 0.2% | +19.8% | 0.000% | |
5/14/2024 | Mattern Capital Management LLC | 285 | $0.22M | 0.0% | N/A | 0.000% | |
5/14/2024 | Payden & Rygel Investment Group | 26,520 | $20.63M | 1.0% | N/A | 0.003% | |
5/14/2024 | Crewe Advisors LLC | 1,531 | $1.19M | 0.1% | N/A | 0.000% | |
5/14/2024 | Elgethun Capital Management | 23,541 | $17.85M | 4.5% | +97.5% | 0.002% | |
5/14/2024 | Leelyn Smith LLC | 9,232 | $7.18M | 1.4% | -7.3% | 0.001% | |
5/14/2024 | Evermay Wealth Management LLC | 4,183 | $3.25M | 0.5% | -2.4% | 0.000% | |
5/14/2024 | Burns Matteson Capital Management LLC | 1,430 | $1.11M | 0.6% | -7.3% | 0.000% | |
5/14/2024 | MQS Management LLC | 540 | $0.42M | 0.2% | -24.3% | 0.000% | |
5/14/2024 | Ossiam | 90,675 | $70.54M | 1.2% | +28.4% | 0.010% | |
5/14/2024 | Natixis Investment Managers International | 116,468 | $90.61M | 6.2% | +0.2% | 0.012% | |
5/14/2024 | Natixis | 221,516 | $172.33M | 0.9% | +40.3% | 0.023% | |
5/14/2024 | InterOcean Capital Group LLC | 6,817 | $5.30M | 0.1% | +3.5% | 0.001% | |
5/14/2024 | Tiemann Investment Advisors LLC | 2,007 | $1.56M | 0.7% | +1.3% | 0.000% | |
5/14/2024 | GQG Partners LLC | 3,848,886 | $2.99B | 4.8% | +20.2% | 0.405% | |
5/14/2024 | Pitcairn Co. | 8,955 | $6.97M | 0.5% | -3.3% | 0.001% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 266,800 | $207.56M | 0.7% | -36.1% | 0.028% | |
5/14/2024 | Puzo Michael J | 1,100 | $0.86M | 0.2% | -13.7% | 0.000% | |
5/14/2024 | Owen LaRue LLC | 3,686 | $2.87M | 1.8% | -4.6% | 0.000% | |
5/14/2024 | Saturna Capital Corp | 692,609 | $538.82M | 7.4% | -2.6% | 0.073% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 718,779 | $558.68M | 1.1% | +1.6% | 0.076% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 352,985 | $274.61M | 19.1% | -0.8% | 0.037% | |
5/14/2024 | American International Group Inc. | 231,933 | $180.44M | 0.6% | -1.3% | 0.024% | |
5/14/2024 | Vaughan David Investments LLC IL | 3,821 | $2.97M | 0.1% | +6.7% | 0.000% | |
5/14/2024 | Twin Capital Management Inc. | 14,962 | $11.64M | 1.4% | +4.4% | 0.002% | |
5/14/2024 | National Bank of Canada FI | 454,190 | $345.16M | 0.5% | +35.3% | 0.048% | |
5/14/2024 | RB Capital Management LLC | 2,729 | $2.12M | 0.6% | +9.8% | 0.000% | |
5/14/2024 | Lake Street Advisors Group LLC | 10,936 | $8.51M | 0.4% | +160.7% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 289,228 | $225.01M | 0.4% | -4.0% | 0.030% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 469 | $0.37M | 0.1% | N/A | 0.000% | |
5/13/2024 | Capitolis Liquid Global Markets LLC | 111,400 | $86.67M | 1.4% | N/A | 0.012% | |
5/13/2024 | Hilltop Partners LLC | 975 | $0.76M | 0.3% | +7.9% | 0.000% | |
5/13/2024 | Point Break Capital Management LLC | 2,401 | $1.87M | 2.0% | +75.9% | 0.000% | |
5/13/2024 | Delta Asset Management LLC TN | 723 | $0.56M | 0.0% | -3.5% | 0.000% | |
5/13/2024 | Mirova | 27,432 | $21.34M | 3.8% | +26.3% | 0.003% | |
5/13/2024 | Index Fund Advisors Inc. | 657 | $0.51M | 0.0% | +3.3% | 0.000% | |
5/13/2024 | Goepper Burkhardt LLC | 328 | $0.25M | 0.1% | +5.1% | 0.000% | |
5/13/2024 | UniSuper Management Pty Ltd | 75,782 | $58.96M | 0.6% | +120.8% | 0.008% | |
5/13/2024 | Clearbridge Investments LLC | 1,132,881 | $881.34M | 0.7% | +16.7% | 0.119% | |
5/13/2024 | Cedar Wealth Management LLC | 465 | $0.36M | 0.1% | +5.9% | 0.000% | |
5/13/2024 | Seven Eight Capital LP | 860 | $0.67M | 0.1% | -92.7% | 0.000% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 11,927 | $9.28M | 1.0% | -25.7% | 0.001% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 362 | $0.28M | 0.2% | -27.7% | 0.000% | |
5/13/2024 | Invesco LLC | 5,423 | $4.22M | 1.8% | +1.9% | 0.001% | |
5/13/2024 | Texas Capital Bancshares Inc TX | 1,517 | $1.18M | 0.5% | -14.3% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 102,112 | $79.44M | 0.9% | +6.9% | 0.011% | |
5/13/2024 | Ameritas Investment Partners Inc. | 23,689 | $18.43M | 0.6% | -2.7% | 0.002% | |
5/13/2024 | Alerus Financial NA | 22,916 | $17.83M | 1.3% | -3.9% | 0.002% | |
5/13/2024 | Rockport Wealth LLC | 1,303 | $1.01M | 0.4% | N/A | 0.000% | |
5/13/2024 | PAX Financial Group LLC | 458 | $0.36M | 0.1% | +3.4% | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 7,440 | $5.79M | 0.6% | +16.6% | 0.001% | |
5/11/2024 | Spreng Capital Management Inc. | 651 | $0.51M | 0.3% | +20.6% | 0.000% | |
5/11/2024 | Bahl & Gaynor Inc. | 877,799 | $682.89M | 3.8% | -2.1% | 0.092% | |
5/11/2024 | MAS Advisors LLC | 362 | $0.28M | 0.3% | N/A | 0.000% | |
5/11/2024 | Trustmark National Bank Trust Department | 3,085 | $2.40M | 0.2% | +8.6% | 0.000% | |
5/11/2024 | Davis R M Inc. | 29,077 | $22.62M | 0.5% | +22.3% | 0.003% | |
5/11/2024 | Resurgent Financial Advisors LLC | 660 | $0.51M | 0.3% | +11.7% | 0.000% | |
5/11/2024 | Alley Investment Management Company LLC | 10,623 | $8.26M | 1.1% | +0.4% | 0.001% | |
5/11/2024 | Covestor Ltd | 296 | $0.23M | 0.1% | +6.5% | 0.000% | |
5/11/2024 | Elevatus Welath Management | 10,955 | $8.52M | 3.4% | +1,370.5% | 0.001% | |
5/11/2024 | United American Securities Inc. d b a UAS Asset Management | 7,610 | $5.92M | 1.6% | +81.2% | 0.001% | |
5/11/2024 | Peak Asset Management LLC | 383 | $0.30M | 0.1% | -13.7% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 5,923 | $4.61M | 0.4% | -6.8% | 0.001% | |
5/11/2024 | Cynosure Group LLC | 1,727 | $1.34M | 0.2% | +81.4% | 0.000% | |
5/11/2024 | Hillsdale Investment Management Inc. | 564 | $0.44M | 0.0% | -29.9% | 0.000% | |
5/11/2024 | Orion Capital Management LLC | 1,440 | $1.12M | 0.6% | -9.1% | 0.000% | |
5/11/2024 | NWK Group Inc. | 16,071 | $12.50M | 5.9% | +2.4% | 0.002% | |
5/11/2024 | Capital Wealth Alliance LLC | 260 | $0.20M | 0.1% | N/A | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 3,324 | $2.59M | 0.5% | +36.8% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 12,732 | $9.91M | 0.9% | -14.4% | 0.001% | |
5/11/2024 | Edgestream Partners L.P. | 5,348 | $4.16M | 0.2% | +13.8% | 0.001% | |
5/11/2024 | Patten & Patten Inc. TN | 16,686 | $12.98M | 0.9% | +6.7% | 0.002% | |
5/10/2024 | Allstate Corp | 2,737 | $2.13M | 0.2% | -0.5% | 0.000% | |
5/10/2024 | Connors Investor Services Inc. | 24,183 | $18.81M | 2.0% | -0.3% | 0.003% | |
5/10/2024 | Acadian Asset Management LLC | 36,897 | $28.70M | 0.1% | +6.6% | 0.004% | |
5/10/2024 | South Street Advisors LLC | 42,704 | $33.22M | 5.3% | -0.2% | 0.004% | |
5/10/2024 | TIAA Trust National Association | 79,053 | $61.50M | 0.2% | -2.0% | 0.008% | |
5/10/2024 | Vanguard Group Inc. | 72,745,011 | $56.59B | 1.1% | +1.6% | 7.654% | |
5/10/2024 | Alera Investment Advisors LLC | 1,365 | $1.06M | 0.1% | -50.1% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 42,300 | $32.91M | 1.4% | -3.9% | 0.004% | |
5/10/2024 | Viawealth LLC | 510 | $0.40M | 0.2% | +3.7% | 0.000% | |
5/10/2024 | Spirepoint Private Client LLC | 12,321 | $9.59M | 1.5% | N/A | 0.001% | |
5/10/2024 | Westfield Capital Management Co. LP | 28,325 | $22.04M | 0.1% | -83.2% | 0.003% | |
5/10/2024 | Intech Investment Management LLC | 219,780 | $170.98M | 2.4% | +20.5% | 0.023% | |
5/10/2024 | Cooper Haims Advisors LLC | 627 | $0.49M | 0.3% | +46.2% | 0.000% | |
5/10/2024 | Magnolia Wealth Management LLC | 992 | $0.76M | 0.3% | N/A | 0.000% | |
5/10/2024 | Clearstead Trust LLC | 4,905 | $3.82M | 1.0% | +15.4% | 0.001% | |
5/10/2024 | Nicolet Advisory Services LLC | 3,298 | $2.50M | 0.3% | +11.9% | 0.000% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 516,769 | $401.50M | 0.9% | -5.2% | 0.054% | |
5/10/2024 | Jupiter Asset Management Ltd. | 20,412 | $15.88M | 0.2% | +65.8% | 0.002% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 4,111 | $3.20M | 0.5% | +7.0% | 0.000% | |
5/10/2024 | Councilmark Asset Management LLC | 900 | $0.70M | 0.5% | N/A | 0.000% | |
5/10/2024 | Towercrest Capital Management | 804 | $0.63M | 0.1% | N/A | 0.000% | |
5/10/2024 | First Foundation Advisors | 2,728 | $2.12M | 0.1% | -1.7% | 0.000% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 579 | $0.45M | 0.1% | -14.6% | 0.000% | |
5/10/2024 | M&G Plc | 11,435 | $8.90M | 0.1% | N/A | 0.001% | |
5/10/2024 | Banco Santander S.A. | 73,415 | $57.11M | 0.7% | +12.2% | 0.008% | |
5/10/2024 | Tocqueville Asset Management L.P. | 20,605 | $16.03M | 0.3% | +25.7% | 0.002% | |
5/10/2024 | J.Safra Asset Management Corp | 317 | $0.25M | 0.0% | -47.3% | 0.000% | |
5/10/2024 | 1ST Source Bank | 37,807 | $29.41M | 1.7% | -0.7% | 0.004% | |