11/4/2024 | Patten & Patten Inc. TN | 95,316 | $3.78M | 0.3% | -8.3% | 0.001% | |
11/4/2024 | Proffitt & Goodson Inc. | 32,900 | $1.31M | 0.2% | +1.6% | 0.000% | |
11/4/2024 | Paragon Capital Management LLC | 29,706 | $1.18M | 0.6% | -1.4% | 0.000% | |
11/4/2024 | Diamond Hill Capital Management Inc. | 17,042,952 | $676.26M | 2.7% | +0.4% | 0.222% | |
11/4/2024 | Kennebec Savings Bank | 733 | $29K | 0.0% | N/A | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 7,631 | $0.30M | 0.1% | +56.0% | 0.000% | |
11/4/2024 | Intrinsic Value Partners LLC | 15,363 | $0.61M | 0.6% | -53.8% | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 806,877 | $32.02M | 0.1% | -19.8% | 0.011% | |
11/4/2024 | Arvest Investments Inc. | 47,593 | $1.89M | 0.3% | +1.1% | 0.001% | |
11/4/2024 | Stockman Wealth Management Inc. | 244,219 | $9.69M | 1.5% | +3.4% | 0.003% | |
11/4/2024 | Asset Management Advisors LLC | 112,395 | $4.46M | 3.1% | -1.1% | 0.001% | |
11/4/2024 | VeraBank N.A. | 11,812 | $0.47M | 0.1% | -5.5% | 0.000% | |
11/4/2024 | River Global Investors LLP | 109,836 | $4.36M | 0.9% | +4.5% | 0.001% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 54,687 | $2.17M | 0.5% | +1.4% | 0.001% | |
11/4/2024 | Maiden Cove Capital LLC | 15,256 | $0.61M | 1.2% | N/A | 0.000% | |
11/4/2024 | Tyler Stone Wealth Management | 56,579 | $2.25M | 0.4% | +104.7% | 0.001% | |
11/4/2024 | Baker Avenue Asset Management LP | 61,002 | $2.42M | 0.1% | +125.8% | 0.001% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 730,000 | $28.97M | 0.5% | -26.3% | 0.010% | |
11/4/2024 | Colonial River Investments LLC | 41,206 | $1.64M | 0.8% | +73.5% | 0.001% | |
11/4/2024 | Mayflower Financial Advisors LLC | 56,013 | $2.22M | 0.3% | -81.0% | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 196,761 | $7.81M | 0.2% | +7.9% | 0.003% | |
11/4/2024 | Alan B Lancz & Associates Inc. | 16,528 | $0.66M | 0.6% | +8.9% | 0.000% | |
11/4/2024 | Sigma Planning Corp | 106,686 | $4.23M | 0.1% | -3.4% | 0.001% | |
11/4/2024 | Arrow Financial Corp | 120,685 | $4.79M | 0.4% | +1.5% | 0.002% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 13,273 | $0.53M | 0.2% | +6.2% | 0.000% | |
11/2/2024 | Mach 1 Financial Group LLC | 7,581 | $0.30M | 0.2% | +7.4% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 850,094 | $33.73M | 0.7% | -1.2% | 0.011% | |
11/2/2024 | XML Financial LLC | 252,456 | $10.02M | 0.9% | -2.1% | 0.003% | |
11/1/2024 | Sheets Smith Wealth Management | 13,943 | $0.55M | 0.1% | -3.4% | 0.000% | |
11/1/2024 | Proficio Capital Partners LLC | 12,253 | $0.49M | 0.0% | -27.2% | 0.000% | |
11/1/2024 | Atria Investments Inc | 455,182 | $18.06M | 0.2% | +6.0% | 0.006% | |
11/1/2024 | Essex Savings Bank | 10,097 | $0.40M | 0.1% | -16.7% | 0.000% | |
11/1/2024 | Field & Main Bank | 24,745 | $0.98M | 0.3% | -1.9% | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 7,777 | $0.31M | 0.0% | +6.2% | 0.000% | |
11/1/2024 | Scott & Selber Inc. | 108,469 | $4.30M | 1.3% | -0.4% | 0.001% | |
11/1/2024 | TCTC Holdings LLC | 1,100,674 | $43.68M | 1.5% | -0.5% | 0.014% | |
11/1/2024 | Lindbrook Capital LLC | 57,668 | $2.29M | 0.2% | -1.8% | 0.001% | |
11/1/2024 | Cowa LLC | 46,898 | $1.86M | 0.9% | -1.3% | 0.001% | |
11/1/2024 | Rather & Kittrell Inc. | 26,289 | $1.04M | 0.3% | +2.3% | 0.000% | |
11/1/2024 | Bridges Investment Management Inc. | 40,613 | $1.61M | 0.0% | -10.1% | 0.001% | |
11/1/2024 | Klingman & Associates LLC | 11,139 | $0.44M | 0.0% | +3.9% | 0.000% | |
11/1/2024 | Processus Wealth & Capital Management LLC | 76,437 | $3.03M | 2.5% | -9.8% | 0.001% | |
11/1/2024 | Assetmark Inc. | 878,415 | $34.86M | 0.1% | +5.8% | 0.011% | |
11/1/2024 | Verdence Capital Advisors LLC | 91,377 | $3.63M | 0.3% | -2.9% | 0.001% | |
11/1/2024 | Verus Financial Partners Inc. | 10,940 | $0.43M | 0.0% | -2.2% | 0.000% | |
11/1/2024 | Beta Wealth Group Inc. | 10,115 | $0.40M | 0.2% | +44.3% | 0.000% | |
11/1/2024 | Pegasus Partners Ltd. | 33,517 | $1.33M | 0.1% | -17.9% | 0.000% | |
11/1/2024 | Carson Advisory Inc. | 61,773 | $2.45M | 1.5% | -0.5% | 0.001% | |
11/1/2024 | Executive Wealth Management LLC | 10,056 | $0.40M | 0.1% | N/A | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 5,144 | $0.20M | 0.0% | -8.2% | 0.000% | |
11/1/2024 | Crumly & Associates Inc. | 15,001 | $0.60M | 0.2% | -33.5% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 113,493 | $4.50M | 0.2% | N/A | 0.001% | |
11/1/2024 | Equitable Trust Co. | 289,802 | $11.50M | 0.7% | -2.3% | 0.004% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 389,709 | $15.47M | 0.2% | N/A | 0.005% | |
11/1/2024 | Beckerman Institutional LLC | 7,626 | $0.30M | 0.3% | N/A | 0.000% | |
11/1/2024 | Easterly Investment Partners LLC | 690,897 | $27.42M | 2.2% | +10.6% | 0.009% | |
11/1/2024 | Burt Wealth Advisors | 7,758 | $0.31M | 0.1% | -4.2% | 0.000% | |
11/1/2024 | Sonata Capital Group Inc. | 9,300 | $0.37M | 0.2% | -3.1% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 11,449 | $0.45M | 0.1% | +19.9% | 0.000% | |
11/1/2024 | Physicians Financial Services Inc. | 26,571 | $1.05M | 0.3% | -1.6% | 0.000% | |
11/1/2024 | Philip James Wealth Mangement LLC | 243,688 | $9.67M | 1.2% | N/A | 0.003% | |
11/1/2024 | Gold Investment Management Ltd. | 90,628 | $3.58M | 1.5% | -3.3% | 0.001% | |
11/1/2024 | AIA Group Ltd | 208,244 | $8.26M | 0.2% | -5.5% | 0.003% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 293,684 | $11.65M | 1.9% | -0.1% | 0.004% | |
11/1/2024 | Summit Global Investments | 51,278 | $2.04M | 0.1% | +237.6% | 0.001% | |
11/1/2024 | First National Bank & Trust Co. of Newtown | 36,083 | $1.43M | 0.3% | -2.7% | 0.000% | |
11/1/2024 | Winthrop Advisory Group LLC | 31,252 | $1.24M | 0.1% | +13.3% | 0.000% | |
11/1/2024 | Vista Capital Partners Inc. | 7,859 | $0.31M | 0.0% | -4.1% | 0.000% | |
11/1/2024 | Lewis Asset Management LLC | 5,235 | $0.21M | 0.2% | N/A | 0.000% | |
10/31/2024 | Sittner & Nelson LLC | 16,593 | $0.66M | 0.3% | +6.4% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 283,781 | $11.26M | 1.7% | -1.1% | 0.004% | |
10/31/2024 | TFB Advisors LLC | 6,112 | $0.24M | 0.1% | +6.0% | 0.000% | |
10/31/2024 | Portside Wealth Group LLC | 45,833 | $1.82M | 0.3% | -6.1% | 0.001% | |
10/31/2024 | Keynote Financial Services LLC | 24,579 | $0.98M | 0.7% | -1.3% | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 7,866 | $0.31M | 0.0% | +6.5% | 0.000% | |
10/31/2024 | Hara Capital LLC | 17,051 | $0.68M | 0.4% | -3.8% | 0.000% | |
10/31/2024 | JB Capital LLC | 12,990 | $0.52M | 0.0% | +8.0% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 8,068 | $0.32M | 0.1% | -62.8% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 89,310 | $3.54M | 0.1% | -8.2% | 0.001% | |
10/31/2024 | Ascent Wealth Partners LLC | 16,072 | $0.64M | 0.1% | +5.3% | 0.000% | |
10/31/2024 | Washington Trust Bank | 54,180 | $2.15M | 0.2% | -0.7% | 0.001% | |
10/31/2024 | Jmac Enterprises LLC | 36,678 | $1.46M | 0.2% | +3.3% | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 19,301 | $0.77M | 0.4% | -4.0% | 0.000% | |
10/31/2024 | Olympiad Research LP | 5,886 | $0.23M | 0.2% | N/A | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 15,415,630 | $611.69M | 0.3% | +3.8% | 0.199% | |
10/31/2024 | Woodmont Investment Counsel LLC | 109,599 | $4.35M | 0.3% | -0.7% | 0.001% | |
10/31/2024 | Cozad Asset Management Inc. | 10,734 | $0.43M | 0.0% | -3.9% | 0.000% | |
10/31/2024 | WoodTrust Financial Corp | 16,543 | $0.66M | 0.1% | -30.9% | 0.000% | |
10/31/2024 | David J Yvars Group | 84,820 | $3.37M | 2.1% | -17.0% | 0.001% | |
10/31/2024 | Bridgewater Advisors Inc. | 42,596 | $1.81M | 0.2% | +5.0% | 0.001% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 7,430 | $0.30M | 0.1% | -3.8% | 0.000% | |
10/31/2024 | Advisor Resource Council | 5,782 | $0.23M | 0.1% | -45.7% | 0.000% | |
10/31/2024 | Baugh & Associates LLC | 150,272 | $5.66M | 2.9% | +6.2% | 0.002% | |
10/31/2024 | Graypoint LLC | 86,021 | $3.41M | 0.2% | +1.6% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 32,148 | $1.28M | 0.9% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 15,646 | $0.62M | 0.1% | -2.6% | 0.000% | |
10/31/2024 | M&G PLC | 586,779 | $23.47M | 0.1% | +71.9% | 0.008% | |
10/30/2024 | Centennial Wealth Advisory LLC | 6,188 | $0.25M | 0.1% | +10.5% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 15,535 | $0.66M | 0.2% | +7.4% | 0.000% | |
10/30/2024 | Umpqua Bank | 72,065 | $2.86M | 1.0% | -3.4% | 0.001% | |