1/24/2025 | Alliance Wealth Advisors LLC UT | 7,415 | $0.43M | 0.1% | -18.0% | 0.000% | |
1/24/2025 | Asset Management Advisors LLC | 225,273 | $12.94M | 9.4% | +1.3% | 0.014% | |
1/24/2025 | Princeton Global Asset Management LLC | 24,087 | $1.38M | 0.3% | -2.0% | 0.001% | |
1/24/2025 | Baskin Financial Services Inc. | 927,430 | $53.27M | 4.2% | -1.1% | 0.056% | |
1/24/2025 | Golden State Equity Partners | 5,307 | $0.31M | 0.1% | +23.7% | 0.000% | |
1/24/2025 | Spire Wealth Management | 2,024 | $0.12M | 0.0% | N/A | 0.000% | |
1/24/2025 | DAVENPORT & Co LLC | 9,437,172 | $541.91M | 3.1% | 0.0% | 0.573% | |
1/24/2025 | Tritonpoint Wealth LLC | 49,770 | $2.86M | 0.3% | -1.2% | 0.003% | |
1/24/2025 | Chicago Partners Investment Group LLC | 256,369 | $14.97M | 0.5% | -0.5% | 0.016% | |
1/24/2025 | Scharf Investments LLC | 4,114,865 | $236.40M | 7.0% | -5.8% | 0.250% | |
1/24/2025 | Factory Mutual Insurance Co. | 374,000 | $21.49M | 0.2% | +34.5% | 0.023% | |
1/23/2025 | Caprock Group LLC | 17,466 | $1M | 0.0% | +41.6% | 0.001% | |
1/23/2025 | Cibc World Market Inc. | 11,116,400 | $638.64M | 1.3% | -7.0% | 0.675% | |
1/23/2025 | Koa Wealth Management LLC | 27,450 | $1.58M | 1.3% | -18.4% | 0.002% | |
1/23/2025 | Mediolanum International Funds Ltd | 6,255 | $0.36M | 0.0% | N/A | 0.000% | |
1/23/2025 | Gilbert & Cook Inc. | 25,379 | $1.46M | 0.2% | -7.5% | 0.002% | |
1/23/2025 | Emeth Value Capital LLC | 400,373 | $23M | 18.5% | N/A | 0.024% | |
1/23/2025 | Lawson Kroeker Investment Management Inc. NE | 192,694 | $11.07M | 2.1% | -5.8% | 0.012% | |
1/23/2025 | Hantz Financial Services Inc. | 35,037 | $2.01M | 0.0% | -2.5% | 0.002% | |
1/23/2025 | Forsta AP Fonden | 287,200 | $16.50M | 0.1% | +4.9% | 0.017% | |
1/23/2025 | Montrusco Bolton Investments Inc. | 118,415 | $6.80M | 0.1% | -1.7% | 0.008% | |
1/23/2025 | Kirr Marbach & Co. LLC IN | 175,472 | $10.08M | 2.2% | -0.6% | 0.012% | |
1/22/2025 | Mattern Wealth Management LLC | 10,314 | $0.59M | 0.1% | -1.6% | 0.001% | |
1/22/2025 | Epiq Partners LLC | 61,912 | $3.56M | 1.9% | -13.6% | 0.004% | |
1/22/2025 | Foundations Investment Advisors LLC | 24,208 | $1.39M | 0.0% | +3.9% | 0.002% | |
1/22/2025 | Parkside Investments LLC | 200,863 | $11.54M | 1.7% | -2.5% | 0.013% | |
1/22/2025 | Union Bancaire Privee UBP SA | 1,040 | $57K | 0.0% | N/A | 0.000% | |
1/22/2025 | Apexium Financial LP | 11,161 | $0.64M | 0.0% | -7.3% | 0.001% | |
1/22/2025 | Blue Trust Inc. | 2,375 | $0.13M | 0.0% | +21.0% | 0.000% | |
1/22/2025 | PFG Investments LLC | 10,379 | $0.60M | 0.0% | +3.5% | 0.001% | |
1/21/2025 | Guerra Pan Advisors LLC | 5,581 | $0.32M | 0.2% | N/A | 0.000% | |
1/21/2025 | Duncan Williams Asset Management LLC | 13,030 | $0.75M | 0.3% | -2.3% | 0.001% | |
1/21/2025 | Moody Lynn & Lieberson LLC | 5,370 | $0.31M | 0.0% | -9.3% | 0.000% | |
1/21/2025 | Flagship Harbor Advisors LLC | 9,535 | $0.55M | 0.0% | +73.6% | 0.001% | |
1/21/2025 | Fenimore Asset Management Inc | 2,603,553 | $149.57M | 3.1% | -0.3% | 0.173% | |
1/21/2025 | Geneos Wealth Management Inc. | 15,043 | $0.86M | 0.0% | N/A | 0.001% | |
1/21/2025 | Fifth Third Bancorp | 851 | $49K | 0.0% | -72.9% | 0.000% | |
1/21/2025 | Berbice Capital Management LLC | 1,400 | $80K | 0.1% | N/A | 0.000% | |
1/17/2025 | Cardinal Capital Management Inc. | 2,270,319 | $130.20M | 4.4% | -2.2% | 0.151% | |
1/17/2025 | Avior Wealth Management LLC | 21,265 | $1.22M | 0.0% | -24.5% | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 68,583 | $3.94M | 0.0% | +19.4% | 0.005% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 5,975 | $0.34M | 0.0% | -4.3% | 0.000% | |
1/17/2025 | SG Americas Securities LLC | 4,867 | $0.28M | 0.0% | -19.4% | 0.000% | |
1/17/2025 | Albion Financial Group UT | 1,000 | $57K | 0.0% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 7,815 | $0.45M | 0.0% | N/A | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 13,999 | $0.80M | 0.0% | +15.5% | 0.001% | |
1/16/2025 | Crossmark Global Holdings Inc. | 54,771 | $3.15M | 0.1% | +1.3% | 0.004% | |
1/16/2025 | Culbertson A N & Co. Inc. | 82,201 | $4.72M | 0.8% | -0.3% | 0.005% | |
1/16/2025 | Addenda Capital Inc. | 1,821,935 | $104.67M | 4.8% | -3.2% | 0.121% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 2,579 | $0.15M | 0.0% | +10.5% | 0.000% | |
1/16/2025 | Ervin Investment Management LLC | 161,430 | $9.27M | 6.1% | -2.2% | 0.011% | |
1/16/2025 | UMB Bank n.a. | 5,721 | $0.33M | 0.0% | -24.0% | 0.000% | |
1/16/2025 | Lincoln Capital LLC | 13,360 | $0.77M | 0.2% | -3.6% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 6,215 | $0.34M | 0.0% | -11.8% | 0.000% | |
1/16/2025 | Eldred Rock Partners LLC | 270,540 | $15.53M | 5.2% | +0.3% | 0.018% | |
1/15/2025 | Portside Wealth Group LLC | 19,678 | $1.05M | 0.2% | -1.3% | 0.001% | |
1/15/2025 | Nexus Investment Management ULC | 27,901 | $1.60M | 0.2% | -4.5% | 0.002% | |
1/15/2025 | Smith Salley Wealth Management | 429,698 | $24.69M | 1.6% | +1.0% | 0.028% | |
1/15/2025 | Triangle Securities Wealth Management | 90,137 | $5.18M | 1.3% | +11.2% | 0.006% | |
1/15/2025 | Trust Co. of Vermont | 32,008 | $1.84M | 0.1% | -10.0% | 0.002% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 831,289 | $47.76M | 1.5% | -2.2% | 0.055% | |
1/15/2025 | Chemistry Wealth Management LLC | 252,597 | $14.51M | 3.4% | +10.1% | 0.017% | |
1/15/2025 | Avanza Fonder AB | 83,961 | $4.82M | 0.1% | N/A | 0.006% | |
1/15/2025 | Procyon Advisors LLC | 48,012 | $2.76M | 0.2% | -0.8% | 0.003% | |
1/15/2025 | First Pacific Financial | 16,397 | $0.94M | 0.2% | -3.1% | 0.001% | |
1/15/2025 | Empirical Asset Management LLC | 96,282 | $5.53M | 0.2% | N/A | 0.006% | |
1/15/2025 | Salvus Wealth Management LLC | 42,071 | $2.42M | 1.5% | -1.0% | 0.003% | |
1/15/2025 | Ritholtz Wealth Management | 41,532 | $2.39M | 0.1% | +9.7% | 0.003% | |
1/15/2025 | Carnegie Investment Counsel | 3,499 | $0.20M | 0.0% | N/A | 0.000% | |
1/15/2025 | Gateway Investment Advisers LLC | 102,804 | $5.91M | 0.1% | -31.1% | 0.007% | |
1/15/2025 | Dixon Mitchell Investment Counsel Inc. | 1,617,414 | $92.96M | 4.3% | -7.9% | 0.107% | |
1/14/2025 | Connective Portfolio Management LLC | 33,310 | $1.91M | 2.8% | N/A | 0.002% | |
1/14/2025 | Brave Asset Management Inc. | 3,600 | $0.21M | 0.1% | N/A | 0.000% | |
1/14/2025 | Pinnacle Bancorp Inc. | 969 | $56K | 0.0% | +29.5% | 0.000% | |
1/14/2025 | Radnor Capital Management LLC | 35,265 | $2.03M | 0.3% | -4.1% | 0.002% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,970 | $0.11M | 0.0% | +23.0% | 0.000% | |
1/14/2025 | Assenagon Asset Management S.A. | 43,036 | $2.47M | 0.0% | -1.9% | 0.003% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 4,037 | $0.23M | 0.0% | N/A | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 3,557 | $0.20M | 0.0% | N/A | 0.000% | |
1/14/2025 | Pacifica Partners Inc. | 98,771 | $5.67M | 2.5% | -1.2% | 0.007% | |
1/14/2025 | Tuttle Capital Management LLC | 8,807 | $0.51M | 3.0% | +34.8% | 0.001% | |
1/13/2025 | Miracle Mile Advisors LLC | 8,607 | $0.49M | 0.0% | -25.3% | 0.001% | |
1/13/2025 | Wedmont Private Capital | 4,237 | $0.23M | 0.0% | -25.8% | 0.000% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 113,397 | $6.03M | 0.0% | +0.3% | 0.008% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 13,467 | $0.77M | 0.3% | -2.6% | 0.001% | |
1/8/2025 | Legacy Private Trust Co. | 7,760 | $0.45M | 0.0% | -7.6% | 0.001% | |
1/8/2025 | Douglas Lane & Associates LLC | 11,305 | $0.65M | 0.0% | +28.8% | 0.001% | |
1/6/2025 | Canandaigua National Trust Co of Florida | 6,412 | $0.37M | 0.3% | N/A | 0.000% | |
1/3/2025 | GAMMA Investing LLC | 1,957 | $0.11M | 0.0% | +85.5% | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 4,905,380 | $260.72M | 0.0% | -25.7% | 0.325% | |
11/27/2024 | Franklin Resources Inc. | 623,098 | $33.94M | 0.0% | -7.0% | 0.041% | |
11/25/2024 | Synovus Financial Corp | 91,391 | $4.86M | 0.1% | -9.7% | 0.006% | |
11/25/2024 | Blankinship & Foster LLC | 609,387 | $32.39M | 5.3% | N/A | 0.040% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 14,750 | $0.78M | 0.0% | N/A | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 40,160 | $2.34M | 0.0% | -16.0% | 0.002% | |
11/21/2024 | Anchor Investment Management LLC | 9,169 | $0.49M | 0.0% | -3.2% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 3,966 | $0.21M | 0.0% | N/A | 0.000% | |
11/19/2024 | Hohimer Wealth Management LLC | 101,097 | $5.37M | 1.2% | -0.2% | 0.006% | |
11/18/2024 | Rehmann Capital Advisory Group | 4,536 | $0.24M | 0.0% | N/A | 0.000% | |
11/18/2024 | Toronto Dominion Bank | 6,851,397 | $364.15M | 0.6% | +23.4% | 0.416% | |