5/2/2024 | Greenwood Capital Associates LLC | 16,015 | $2.44M | 0.3% | +6.7% | 0.000% | |
5/2/2024 | Hussman Strategic Advisors Inc. | 42,000 | $6.40M | 1.5% | -45.9% | 0.000% | |
5/2/2024 | PDS Planning Inc | 28,740 | $4.38M | 0.5% | +2.3% | 0.000% | |
5/2/2024 | Argent Advisors Inc. | 6,053 | $0.92M | 0.4% | +26.3% | 0.000% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 17,515 | $2.67M | 0.7% | -3.7% | 0.000% | |
5/2/2024 | Hanlon Investment Management Inc. | 2,048 | $0.31M | 0.1% | +28.9% | 0.000% | |
5/2/2024 | Westwood Wealth Management | 6,640 | $1.01M | 0.5% | -7.3% | 0.000% | |
5/1/2024 | STF Management LP | 36,570 | $5.57M | 2.4% | -2.7% | 0.000% | |
5/1/2024 | GLOBALT Investments LLC GA | 27,018 | $4.11M | 0.2% | -5.4% | 0.000% | |
5/1/2024 | Capital Investment Counsel Inc | 89,341 | $13.60M | 2.3% | -16.1% | 0.001% | |
5/1/2024 | Tanager Wealth Management LLP | 122,012 | $18.58M | 3.0% | +0.6% | 0.001% | |
5/1/2024 | Stone Point Wealth LLC | 41,963 | $6.39M | 2.2% | -4.6% | 0.000% | |
5/1/2024 | StoneX Group Inc. | 20,275 | $3.09M | 0.3% | +8.4% | 0.000% | |
5/1/2024 | Resonant Capital Advisors LLC | 46,961 | $7.15M | 0.6% | +8.0% | 0.000% | |
5/1/2024 | Connecticut Wealth Management LLC | 31,109 | $4.74M | 0.3% | +0.2% | 0.000% | |
5/1/2024 | Janney Capital Management LLC | 12,320 | $1.88M | 0.1% | -7.5% | 0.000% | |
5/1/2024 | KFA Private Wealth Group LLC | 6,996 | $1.07M | 0.3% | +11.8% | 0.000% | |
5/1/2024 | 1834 Investment Advisors Co. | 3,530 | $0.54M | 0.1% | -5.4% | 0.000% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 2,449 | $0.37M | 0.1% | +119.8% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,192,803 | $181.62M | 0.5% | +4.3% | 0.010% | |
5/1/2024 | Scott & Selber Inc. | 73,616 | $11.21M | 3.8% | +0.2% | 0.001% | |
5/1/2024 | Intelligence Driven Advisers LLC | 6,072 | $0.93M | 0.1% | -8.4% | 0.000% | |
5/1/2024 | CWS Financial Advisors LLC | 2,025 | $0.31M | 0.1% | -55.9% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 19,005 | $2.89M | 0.0% | +9.9% | 0.000% | |
5/1/2024 | TKG Advisors LLC | 32,237 | $4.91M | 2.7% | +12.3% | 0.000% | |
5/1/2024 | Source Financial Advisors LLC | 8,290 | $1.26M | 0.4% | -7.0% | 0.000% | |
5/1/2024 | Ballast Advisors LLC | 8,258 | $1.26M | 0.4% | -3.2% | 0.000% | |
5/1/2024 | Centric Wealth Management | 9,325 | $1.54M | 0.5% | -21.8% | 0.000% | |
5/1/2024 | Klingman & Associates LLC | 15,987 | $2.43M | 0.2% | -2.0% | 0.000% | |
5/1/2024 | Oak Ridge Investments LLC | 187,229 | $28.51M | 2.9% | +4.6% | 0.002% | |
5/1/2024 | Summit Wealth Group LLC | 4,314 | $0.66M | 0.4% | -16.9% | 0.000% | |
5/1/2024 | Meitav Investment House Ltd. | 381,828 | $58.14M | 1.1% | -5.4% | 0.003% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 3,918,113 | $596.57M | 1.1% | +50.2% | 0.032% | |
5/1/2024 | Horan Capital Advisors LLC. | 4,012 | $0.61M | 0.2% | -43.9% | 0.000% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 22,725 | $3.46M | 0.2% | -0.8% | 0.000% | |
5/1/2024 | Baillie Gifford & Co. | 5,574,470 | $848.77M | 0.7% | -21.9% | 0.045% | |
5/1/2024 | Prosperity Consulting Group LLC | 16,836 | $2.56M | 0.3% | +16.6% | 0.000% | |
5/1/2024 | Avior Wealth Management LLC | 26,886 | $4.09M | 0.2% | +30.0% | 0.000% | |
5/1/2024 | Braun Stacey Associates Inc. | 247,256 | $37.65M | 1.5% | -1.0% | 0.002% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 96,476 | $14.69M | 2.6% | +0.8% | 0.001% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 18,840 | $2.87M | 1.6% | +8.7% | 0.000% | |
5/1/2024 | Parthenon LLC | 142,265 | $21.66M | 2.7% | -0.2% | 0.001% | |
5/1/2024 | Bridgewater Advisors Inc. | 30,707 | $4.68M | 0.7% | +2.4% | 0.000% | |
5/1/2024 | Wambolt & Associates LLC | 40,119 | $6.28M | 1.9% | +47.8% | 0.000% | |
5/1/2024 | Northcape Wealth Management LLC | 19,959 | $3.04M | 1.1% | -2.4% | 0.000% | |
5/1/2024 | Flynn Zito Capital Management LLC | 3,422 | $0.52M | 0.3% | +47.7% | 0.000% | |
5/1/2024 | Smith Group Asset Management LLC | 87,911 | $13.39M | 0.8% | -25.8% | 0.001% | |
5/1/2024 | Bray Capital Advisors | 19,440 | $2.96M | 0.8% | -0.3% | 0.000% | |
5/1/2024 | Worth Financial Advisory Group LLC | 11,509 | $1.75M | 1.2% | +3.1% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 492,239 | $74.95M | 0.9% | -2.5% | 0.004% | |
5/1/2024 | Diversify Advisory Services LLC | 150,860 | $23.61M | 1.4% | N/A | 0.001% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 40,429 | $6.16M | 1.6% | -1.3% | 0.000% | |
5/1/2024 | DecisionPoint Financial LLC | 525 | $80K | 0.0% | -18.6% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 416,705 | $63.45M | 0.5% | -2.1% | 0.003% | |
4/30/2024 | Findlay Park Partners LLP | 1,218,316 | $185.50M | 1.7% | -1.7% | 0.010% | |
4/30/2024 | Consolidated Portfolio Review Corp | 7,705 | $1.17M | 0.3% | -29.9% | 0.000% | |
4/30/2024 | Lodestone Wealth Management LLC | 21,413 | $3.26M | 1.7% | -1.1% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 94,298 | $14.41M | 0.7% | +1.0% | 0.001% | |
4/30/2024 | Vantage Investment Partners LLC | 359,685 | $54.76M | 4.9% | +29.3% | 0.003% | |
4/30/2024 | Curtis Advisory Group LLC | 9,824 | $1.50M | 0.6% | -9.2% | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 1,838,707 | $279.96M | 1.1% | -2.1% | 0.015% | |
4/30/2024 | TFC Financial Management Inc. | 5,375 | $0.82M | 0.1% | -11.8% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 14,445 | $2.20M | 0.4% | +61.9% | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 32,122 | $4.89M | 0.3% | +0.5% | 0.000% | |
4/30/2024 | Longbow Finance SA | 261,838 | $39.87M | 4.0% | -49.0% | 0.002% | |
4/30/2024 | Norden Group LLC | 38,971 | $5.93M | 0.4% | N/A | 0.000% | |
4/30/2024 | Dillon & Associates Inc. | 64,707 | $9.84M | 1.5% | -2.5% | 0.001% | |
4/30/2024 | Culbertson A N & Co. Inc. | 72,458 | $11.03M | 1.9% | +0.4% | 0.001% | |
4/30/2024 | Van ECK Associates Corp | 536,973 | $81.76M | 0.1% | +6.9% | 0.004% | |
4/30/2024 | Saxony Capital Management LLC | 2,483 | $0.38M | 0.5% | -10.3% | 0.000% | |
4/30/2024 | Beam Wealth Advisors Inc. | 2,905 | $0.44M | 0.3% | N/A | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 132,871 | $20.23M | 0.3% | +6.2% | 0.001% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 8,953 | $1.36M | 0.3% | +21.9% | 0.000% | |
4/30/2024 | Outfitter Financial LLC | 9,215 | $1.40M | 1.2% | -26.4% | 0.000% | |
4/30/2024 | Foundry Financial Group Inc. | 1,456 | $0.22M | 0.2% | N/A | 0.000% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 3,720 | $0.57M | 0.1% | -60.9% | 0.000% | |
4/30/2024 | West Bancorporation Inc. | 6,186 | $0.94M | 0.6% | -3.8% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 753 | $0.12M | 0.1% | -32.9% | 0.000% | |
4/30/2024 | Cordatus Wealth Management LLC | 42,157 | $6.42M | 4.7% | -38.8% | 0.000% | |
4/30/2024 | Violich Capital Management Inc. | 361,335 | $55.02M | 7.9% | +4.1% | 0.003% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 2,818 | $0.43M | 0.3% | -25.8% | 0.000% | |
4/30/2024 | Woodward Diversified Capital LLC | 8,609 | $1.31M | 0.8% | +0.7% | 0.000% | |
4/30/2024 | Warther Private Wealth LLC | 5,087 | $0.78M | 0.3% | +11.6% | 0.000% | |
4/30/2024 | Concord Wealth Partners | 15,400 | $2.35M | 0.4% | +28.4% | 0.000% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 10,569 | $1.61M | 0.3% | -11.3% | 0.000% | |
4/30/2024 | Granite Bay Wealth Management LLC | 26,366 | $4.01M | 2.3% | -98.0% | 0.000% | |
4/30/2024 | Fountainhead AM LLC | 3,985 | $0.61M | 0.1% | +24.4% | 0.000% | |
4/30/2024 | AFT Forsyth & Company Inc. | 5,140 | $0.78M | 0.4% | -8.9% | 0.000% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 92,081 | $14.02M | 0.3% | +0.8% | 0.001% | |
4/30/2024 | Delta Financial Group Inc. | 27,915 | $4.25M | 1.3% | -0.4% | 0.000% | |
4/30/2024 | Private Wealth Management Group LLC | 1,567 | $0.24M | 0.1% | +16.9% | 0.000% | |
4/30/2024 | Naples Money Management LLC | 4,061 | $0.62M | 0.6% | -5.8% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 463,460 | $70.57M | 3.9% | +0.5% | 0.004% | |
4/30/2024 | Windle Wealth LLC | 23,690 | $3.61M | 2.3% | +4.9% | 0.000% | |
4/30/2024 | Vest Financial LLC | 6,475 | $0.99M | 0.0% | N/A | 0.000% | |
4/30/2024 | Signet Investment Advisory Group Inc. | 18,052 | $2.75M | 1.5% | +0.6% | 0.000% | |
4/30/2024 | Arkadios Wealth Advisors | 43,677 | $6.65M | 0.5% | -1.0% | 0.000% | |
4/30/2024 | Camden National Bank | 2,731 | $0.42M | 0.1% | -12.2% | 0.000% | |
4/30/2024 | Mill Capital Management LLC | 397,686 | $60.55M | 5.1% | -2.7% | 0.003% | |
4/30/2024 | Caprock Group LLC | 145,299 | $22.12M | 1.3% | +19.7% | 0.001% | |