5/14/2024 | Fayez Sarofim & Co | 225,759 | $15.54M | 0.0% | -9.1% | 0.010% | |
5/14/2024 | LGT Group Foundation | 26,193 | $1.77M | 0.0% | +12.5% | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 1,406 | $97K | 0.0% | N/A | 0.000% | |
5/14/2024 | InterOcean Capital Group LLC | 4,967 | $0.34M | 0.0% | +59.1% | 0.000% | |
5/14/2024 | GQG Partners LLC | 109,832 | $7.56M | 0.0% | +0.6% | 0.005% | |
5/14/2024 | Pitcairn Co. | 8,607 | $0.59M | 0.0% | N/A | 0.000% | |
5/14/2024 | National Bank of Canada FI | 275,983 | $20.37M | 0.0% | +25.7% | 0.012% | |
5/14/2024 | Lake Street Advisors Group LLC | 8,281 | $0.58M | 0.0% | +45.9% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 2,942 | $0.20M | 0.0% | -67.9% | 0.000% | |
5/13/2024 | Thornburg Investment Management Inc. | 378,954 | $26.34M | 0.4% | -2.0% | 0.016% | |
5/13/2024 | Clearbridge Investments LLC | 2,039,311 | $140.37M | 0.1% | +1.5% | 0.087% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 113,603 | $7.82M | 0.1% | +2.7% | 0.005% | |
5/11/2024 | Trustmark National Bank Trust Department | 9,414 | $0.65M | 0.1% | -66.8% | 0.000% | |
5/10/2024 | Blue Barn Wealth LLC | 3,663 | $0.25M | 0.1% | N/A | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 31,111 | $2.14M | 0.8% | N/A | 0.001% | |
5/10/2024 | Banco Santander S.A. | 57,615 | $3.97M | 0.0% | +124.9% | 0.002% | |
5/10/2024 | Tocqueville Asset Management L.P. | 59,212 | $4.08M | 0.1% | +29.6% | 0.003% | |
5/10/2024 | Nwam LLC | 5,341 | $0.38M | 0.0% | -3.4% | 0.000% | |
5/9/2024 | Forum Financial Management LP | 60,482 | $4.16M | 0.1% | +2.6% | 0.003% | |
5/9/2024 | Leo Wealth LLC | 16,786 | $1.16M | 0.1% | N/A | 0.001% | |
5/9/2024 | Orion Portfolio Solutions LLC | 47,669 | $3.28M | 0.0% | -2.9% | 0.002% | |
5/9/2024 | Blair William & Co. IL | 71,219 | $4.90M | 0.0% | +3.7% | 0.003% | |
5/9/2024 | Renasant Bank | 12,017 | $0.83M | 0.6% | +6.6% | 0.001% | |
5/9/2024 | HBK Sorce Advisory LLC | 3,344 | $0.23M | 0.0% | -6.5% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 11,363 | $0.78M | 0.0% | -2.1% | 0.000% | |
5/9/2024 | Ledyard National Bank | 213,405 | $14.69M | 1.4% | -0.2% | 0.009% | |
5/8/2024 | Cozad Asset Management Inc. | 3,268 | $0.23M | 0.0% | -5.0% | 0.000% | |
5/8/2024 | William Blair Investment Management LLC | 28,444 | $1.96M | 0.0% | +2.4% | 0.001% | |
5/8/2024 | Bleakley Financial Group LLC | 57,375 | $3.95M | 0.1% | -3.8% | 0.002% | |
5/8/2024 | Avantax Advisory Services Inc. | 28,471 | $1.96M | 0.0% | +4.1% | 0.001% | |
5/8/2024 | US Bancorp DE | 84,097 | $5.79M | 0.0% | -15.6% | 0.004% | |
5/8/2024 | Hohimer Wealth Management LLC | 60,042 | $4.13M | 1.0% | -0.9% | 0.003% | |
5/8/2024 | Russell Investments Group Ltd. | 105,228 | $7.24M | 0.0% | -1.5% | 0.004% | |
5/8/2024 | QRG Capital Management Inc. | 128,724 | $8.86M | 0.1% | -14.7% | 0.005% | |
5/8/2024 | Legacy Capital Group California Inc. | 6,572 | $0.45M | 0.2% | -38.1% | 0.000% | |
5/8/2024 | Donoghue Forlines LLC | 13,709 | $0.94M | 0.3% | +280.3% | 0.001% | |
5/7/2024 | Sei Investments Co. | 928,103 | $63.88M | 0.1% | +158.2% | 0.039% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,029 | $0.42M | 0.0% | -25.9% | 0.000% | |
5/7/2024 | Keudell Morrison Wealth Management | 12,603 | $0.87M | 0.3% | -9.0% | 0.001% | |
5/7/2024 | Atomi Financial Group Inc. | 15,087 | $1.04M | 0.1% | +8.1% | 0.001% | |
5/7/2024 | Susquehanna International Securities Ltd. | 8,599 | $0.59M | 0.2% | +13.2% | 0.000% | |
5/7/2024 | Keating Investment Counselors Inc. | 133,713 | $9.20M | 3.0% | -19.7% | 0.006% | |
5/7/2024 | BOS Asset Management LLC | 8,002 | $0.55M | 0.3% | -2.6% | 0.000% | |
5/7/2024 | KCM Investment Advisors LLC | 3,553 | $0.25M | 0.0% | N/A | 0.000% | |
5/7/2024 | Mondrian Investment Partners LTD | 839 | $58K | 0.0% | N/A | 0.000% | |
5/7/2024 | Capital Wealth Planning LLC | 32,516 | $2.24M | 0.0% | -15.4% | 0.001% | |
5/7/2024 | Equity Investment Corp | 1,810,041 | $124.59M | 3.1% | +20.6% | 0.077% | |
5/7/2024 | Aull & Monroe Investment Management Corp | 12,048 | $0.83M | 0.4% | -3.2% | 0.001% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 82,617 | $5.69M | 0.1% | +1.1% | 0.004% | |
5/7/2024 | Prospera Private Wealth LLC | 16,453 | $1.13M | 0.8% | -19.4% | 0.001% | |
5/7/2024 | Empowered Funds LLC | 32,326 | $2.23M | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 92,106 | $6.34M | 0.0% | -17.8% | 0.004% | |
5/6/2024 | ORG Partners LLC | 4,409 | $0.31M | 0.6% | N/A | 0.000% | |
5/6/2024 | Tweedy Browne Co LLC | 157,657 | $10.85M | 0.5% | N/A | 0.007% | |
5/6/2024 | Gallacher Capital Management LLC | 5,324 | $0.37M | 0.2% | +12.8% | 0.000% | |
5/6/2024 | Manchester Capital Management LLC | 2,997 | $0.21M | 0.0% | N/A | 0.000% | |
5/4/2024 | SPC Financial Inc. | 3,300 | $0.23M | 0.0% | +10.0% | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,379 | $0.30M | 0.0% | +3.6% | 0.000% | |
5/4/2024 | Lester Murray Antman dba SimplyRich | 10,819 | $0.75M | 0.2% | +4.2% | 0.000% | |
5/3/2024 | Signaturefd LLC | 32,676 | $2.25M | 0.0% | +5.1% | 0.001% | |
5/3/2024 | FDx Advisors Inc. | 11,255 | $0.78M | 0.1% | -37.3% | 0.000% | |
5/3/2024 | Callan Capital LLC | 7,039 | $0.48M | 0.0% | +67.8% | 0.000% | |
5/3/2024 | Coronation Fund Managers Ltd. | 174,168 | $11.99M | 0.3% | -1.8% | 0.007% | |
5/3/2024 | Pictet North America Advisors SA | 60,540 | $4.17M | 0.5% | -20.1% | 0.003% | |
5/3/2024 | Nikko Asset Management Americas Inc. | 90,551 | $6.23M | 0.1% | -6.6% | 0.004% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,316 | $0.71M | 0.0% | -16.0% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 15,717 | $1.08M | 0.0% | +5.5% | 0.001% | |
5/2/2024 | Jennison Associates LLC | 450,766 | $31.03M | 0.0% | -5.4% | 0.019% | |
5/2/2024 | Pittenger & Anderson Inc. | 22,986 | $1.58M | 0.1% | N/A | 0.001% | |
5/2/2024 | Fidelis Capital Partners LLC | 3,922 | $0.27M | 0.0% | -10.6% | 0.000% | |
5/2/2024 | Main Street Research LLC | 322,371 | $22.45M | 1.5% | +3.6% | 0.014% | |
5/2/2024 | PDS Planning Inc | 7,345 | $0.51M | 0.1% | +7.4% | 0.000% | |
5/1/2024 | Resonant Capital Advisors LLC | 3,922 | $0.27M | 0.0% | +8.5% | 0.000% | |
5/1/2024 | Capstone Investment Advisors LLC | 19,403 | $1.34M | 0.0% | N/A | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 150,086 | $10.33M | 0.0% | +4.4% | 0.006% | |
5/1/2024 | BNP Paribas Financial Markets | 434,919 | $29.94M | 0.0% | +159,211.0% | 0.018% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 133,775 | $9.21M | 0.0% | +5.8% | 0.006% | |
5/1/2024 | Mission Wealth Management LP | 8,522 | $0.59M | 0.0% | +2.6% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 17,673 | $1.22M | 0.0% | +7.9% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 7,828 | $0.55M | 0.0% | N/A | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 31,135 | $2.14M | 0.0% | +3.8% | 0.001% | |
4/30/2024 | J.W. Cole Advisors Inc. | 4,713 | $0.32M | 0.0% | +9.1% | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 410 | $28K | 0.0% | +310.0% | 0.000% | |
4/30/2024 | Norden Group LLC | 18,887 | $1.30M | 0.1% | N/A | 0.001% | |
4/30/2024 | HB Wealth Management LLC | 7,411 | $0.51M | 0.0% | +19.0% | 0.000% | |
4/30/2024 | Delta Financial Group Inc. | 6,250 | $0.43M | 0.1% | +3.1% | 0.000% | |
4/30/2024 | Arkadios Wealth Advisors | 5,970 | $0.41M | 0.0% | -34.8% | 0.000% | |
4/30/2024 | Caprock Group LLC | 9,815 | $0.68M | 0.0% | -8.5% | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 27,754 | $1.91M | 0.1% | +16.8% | 0.001% | |
4/30/2024 | Mayflower Financial Advisors LLC | 10,068 | $0.69M | 0.1% | +13.2% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 92,990 | $6.40M | 0.0% | -1.1% | 0.004% | |
4/29/2024 | Greenleaf Trust | 13,970 | $0.96M | 0.0% | -1.3% | 0.001% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 26,448 | $1.82M | 0.0% | -9.0% | 0.001% | |
4/29/2024 | Phillips Wealth Planners LLC | 9,570 | $0.69M | 0.8% | -4.7% | 0.000% | |
4/29/2024 | Argyle Capital Management Inc. | 6,300 | $0.43M | 0.2% | -6.0% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 48,238 | $3.32M | 0.1% | -6.4% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 4,418 | $0.30M | 0.0% | -6.4% | 0.000% | |
4/26/2024 | Advisors Management Group Inc. ADV | 144,760 | $9.96M | 2.5% | -0.5% | 0.006% | |
4/26/2024 | Yousif Capital Management LLC | 40,839 | $2.81M | 0.0% | -4.4% | 0.002% | |
4/26/2024 | Augustine Asset Management Inc. | 92,023 | $6.33M | 2.6% | -0.2% | 0.004% | |