10/2/2024 | Central Pacific Bank Trust Division | 91,092 | $16.97M | 2.1% | -11.2% | 0.001% | |
10/2/2024 | Boltwood Capital Management | 14,702 | $2.74M | 0.8% | +5.8% | 0.000% | |
10/2/2024 | General Partner Inc. | 14,335 | $2.67M | 1.7% | -5.0% | 0.000% | |
10/2/2024 | Trust Co of the South | 11,713 | $2.18M | 0.5% | +10.2% | 0.000% | |
10/2/2024 | Cascade Investment Advisors Inc. | 17,711 | $3.30M | 2.1% | +0.5% | 0.000% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 469,299 | $87.45M | 2.5% | +1.9% | 0.005% | |
10/2/2024 | Trust Co. of Toledo NA OH | 83,559 | $15.57M | 2.1% | +12.5% | 0.001% | |
10/2/2024 | First Community Trust NA | 11,971 | $2.23M | 1.8% | -2.3% | 0.000% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 1,970 | $0.37M | 0.2% | +10.2% | 0.000% | |
10/2/2024 | Abacus Planning Group Inc. | 91,443 | $17.04M | 3.0% | -29.3% | 0.001% | |
10/2/2024 | Ables Iannone Moore & Associates Inc. | 75,791 | $14.12M | 9.1% | -2.4% | 0.001% | |
10/2/2024 | American National Bank & Trust | 213,755 | $39.83M | 4.7% | +2.4% | 0.002% | |
10/2/2024 | Waller Financial Planning Group Inc. | 6,341 | $1.18M | 0.3% | +9.4% | 0.000% | |
10/2/2024 | M&R Capital Management Inc. | 78,820 | $14.69M | 3.2% | -0.8% | 0.001% | |
10/2/2024 | Doliver Advisors LP | 37,271 | $6.95M | 1.9% | +6.2% | 0.000% | |
10/1/2024 | Davis Capital Management | 11,573 | $2.16M | 1.7% | +2.6% | 0.000% | |
10/1/2024 | Norman Fields Gottscho Capital Management LLC | 43,257 | $8.06M | 2.7% | +0.3% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 194,847 | $36.31M | 2.7% | -0.6% | 0.002% | |
10/1/2024 | Jacobs & Co. CA | 147,524 | $27.49M | 2.7% | -0.4% | 0.001% | |
10/1/2024 | Park National Corp OH | 181,405 | $33.80M | 1.2% | -1.0% | 0.002% | |
10/1/2024 | IMPACTfolio LLC | 1,280 | $0.24M | 0.1% | +8.5% | 0.000% | |
10/1/2024 | Emprise Bank | 17,096 | $3.19M | 1.8% | -6.5% | 0.000% | |
10/1/2024 | First Financial Bank Trust Division | 20,233 | $3.77M | 0.3% | -1.2% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 4,109 | $0.77M | 0.3% | +16.2% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 108,085 | $20.14M | 1.5% | +5.3% | 0.001% | |
9/30/2024 | Mattson Financial Services LLC | 42,480 | $8.21M | 2.9% | N/A | 0.000% | |
9/30/2024 | Ashburton Jersey Ltd | 83,760 | $16.52M | 7.0% | N/A | 0.001% | |
9/27/2024 | Sage Advisors LLC | 22,355 | $4.32M | 3.5% | +21.0% | 0.000% | |
9/27/2024 | Cavalry Management Group LLC | 1,033 | $0.20M | 2.8% | -26.7% | 0.000% | |
9/26/2024 | Alternative Investment Advisors LLC. | 9,949 | $1.92M | 1.1% | N/A | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 54,579 | $10.55M | 4.6% | +4.3% | 0.001% | |
9/23/2024 | Centaurus Financial Inc. | 154,607 | $29.88M | 2.0% | +63.3% | 0.001% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,053,958 | $203.68M | 0.6% | +164.1% | 0.010% | |
9/18/2024 | Sensible Money LLC | 3,590 | $0.69M | 0.3% | +3.2% | 0.000% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 57,669 | $11.15M | 2.2% | +1.0% | 0.001% | |
9/12/2024 | American Trust | 36,077 | $6.97M | 0.6% | -4.7% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 64,100 | $12.39M | 4.6% | +5.1% | 0.001% | |
9/10/2024 | SS&H Financial Advisors Inc. | 43,527 | $8.41M | 3.3% | +6.5% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 601,336 | $116.21M | 3.5% | -5.6% | 0.006% | |
9/10/2024 | Brightwater Advisory LLC | 2,952 | $0.57M | 0.4% | N/A | 0.000% | |
9/9/2024 | Heritage Wealth Management Inc. | 7,427 | $1.49M | 0.5% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 76,156 | $14.72M | 6.6% | +4.4% | 0.001% | |
9/6/2024 | Cim LLC | 104,295 | $18.55M | 2.7% | -0.4% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 1,135,489 | $203.96M | 1.5% | N/A | 0.011% | |
9/4/2024 | Coronation Fund Managers Ltd. | 267,377 | $51.67M | 2.3% | -64.9% | 0.003% | |
9/3/2024 | Clear Rock Advisors LLC | 19,533 | $3.78M | 1.6% | +519.5% | 0.000% | |
8/30/2024 | Creekside Partners | 9,585 | $1.85M | 1.0% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 72,993 | $14.11M | 8.9% | -3.7% | 0.001% | |
8/30/2024 | Brown Financial Advisors | 24,681 | $4.77M | 2.1% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 42,263 | $8.17M | 4.3% | +28.6% | 0.000% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 8,890 | $1.75M | 0.6% | N/A | 0.000% | |
8/28/2024 | Farmers National Bank | 7,666 | $1.48M | 0.4% | -1.2% | 0.000% | |
8/28/2024 | RiverFront Investment Group LLC | 158,157 | $30.56M | 0.8% | +11.2% | 0.002% | |
8/28/2024 | Sycomore Asset Management | 450 | $87K | 0.0% | -47.1% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 29,102 | $5.62M | 0.4% | N/A | 0.000% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 5,845 | $1.13M | 0.6% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 31,491 | $6.09M | 0.9% | +0.9% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 19,653,717 | $3.80B | 3.1% | +1.6% | 0.189% | |
8/27/2024 | Dana Investment Advisors Inc. | 303,005 | $58.56M | 2.0% | +1.3% | 0.003% | |
8/27/2024 | New Wave Wealth Advisors LLC | 17,206 | $3.33M | 1.8% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 37,475 | $7.24M | 1.9% | +2.6% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 13,473 | $2.60M | 1.1% | +23.7% | 0.000% | |
8/26/2024 | Wealthquest Corp | 13,968 | $2.70M | 0.3% | -2.1% | 0.000% | |
8/26/2024 | Teachers Retirement System of The State of Kentucky | 1,768,857 | $341.83M | 3.1% | -3.4% | 0.017% | |
8/26/2024 | Founders Financial Alliance LLC | 31,436 | $6.08M | 1.8% | -8.2% | 0.000% | |
8/23/2024 | Aristides Capital LLC | 8,000 | $1.55M | 0.4% | N/A | 0.000% | |
8/23/2024 | Orleans Capital Management Corp LA | 8,865 | $1.71M | 1.1% | +58.0% | 0.000% | |
8/22/2024 | 3Chopt Investment Partners LLC | 16,273 | $3.15M | 1.0% | +7.4% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 24,938 | $4.82M | 2.7% | +0.8% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 20,227 | $3.91M | 0.4% | +62.2% | 0.000% | |
8/21/2024 | Granite Bay Wealth Management LLC | 2,353,894 | $432.39M | 14.6% | +6,590.8% | 0.023% | |
8/21/2024 | Ted Buchan & Co | 14,705 | $2.84M | 1.5% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 30,099 | $5.82M | 0.2% | +9.8% | 0.000% | |
8/21/2024 | IMS Capital Management | 46,930 | $8.40M | 3.8% | +2.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 4,271,509 | $825.47M | 1.3% | +0.9% | 0.041% | |
8/20/2024 | Pathway Financial Advisers LLC | 6,764 | $1.31M | 0.5% | +1.9% | 0.000% | |
8/20/2024 | HFG Wealth Management LLC | 1,573 | $0.30M | 0.2% | -7.1% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 50,874 | $9.83M | 4.1% | -0.3% | 0.000% | |
8/20/2024 | Senator Investment Group LP | 650,000 | $125.61M | 6.1% | -16.1% | 0.006% | |
8/19/2024 | HWG Holdings LP | 57,739 | $11.16M | 4.1% | N/A | 0.001% | |
8/19/2024 | Garde Capital Inc. | 114,999 | $22.22M | 1.5% | -0.7% | 0.001% | |
8/19/2024 | Chase Investment Counsel Corp | 51,240 | $9.90M | 3.3% | +11.6% | 0.000% | |
8/19/2024 | EP Wealth Advisors LLC | 1,036,371 | $200.28M | 2.1% | +0.3% | 0.010% | |
8/19/2024 | Kimelman & Baird LLC | 284,402 | $54.96M | 4.5% | N/A | 0.003% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 481,044 | $92.96M | 2.4% | -7.2% | 0.005% | |
8/19/2024 | Connective Capital Management LLC | 18,126 | $3.50M | 6.3% | +16.5% | 0.000% | |
8/16/2024 | Traction Financial Partners LLC | 2,485 | $0.44M | 0.3% | -3.0% | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 19,733 | $3.81M | 1.2% | +13.0% | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 2,125 | $0.41M | 0.3% | N/A | 0.000% | |
8/16/2024 | Wallace Capital Management Inc. | 4,850 | $0.94M | 0.1% | +18.3% | 0.000% | |
8/16/2024 | Kampmann Melissa S. | 21,465 | $4.15M | 3.0% | +2.5% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 76,021 | $14.69M | 1.0% | +5.7% | 0.001% | |
8/16/2024 | Quarry LP | 1,414 | $0.27M | 0.1% | N/A | 0.000% | |
8/16/2024 | Invst LLC | 30,145 | $5.95M | 0.7% | +8.2% | 0.000% | |
8/16/2024 | Teewinot Capital Advisers L.L.C. | 521,832 | $100.84M | 9.9% | +52.5% | 0.005% | |
8/16/2024 | Covington Investment Advisors Inc. | 99,326 | $19.20M | 3.1% | -3.2% | 0.001% | |
8/16/2024 | Second Line Capital LLC | 8,512 | $1.65M | 0.5% | +12.9% | 0.000% | |
8/16/2024 | Seaport Global Advisors LLC | 2,774 | $0.54M | 1.9% | -76.9% | 0.000% | |
8/16/2024 | Twin Lakes Capital Management LLC | 16,815 | $3.25M | 1.9% | -7.7% | 0.000% | |
8/16/2024 | Wallace Advisory Group LLC | 27,331 | $5.28M | 3.8% | -1.3% | 0.000% | |