4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 490,602 | $381.67M | 1.3% | -6.0% | 0.052% | |
4/25/2024 | L.M. Kohn & Company | 2,192 | $1.71M | 0.5% | +14.7% | 0.000% | |
4/25/2024 | MTM Investment Management LLC | 11,043 | $8.59M | 3.5% | +0.4% | 0.001% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 172,514 | $134.21M | 1.5% | +1.5% | 0.018% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 263 | $0.20M | 0.1% | N/A | 0.000% | |
4/25/2024 | GFS Advisors LLC | 633 | $0.49M | 0.1% | -44.1% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 4,506 | $3.51M | 0.5% | +26.8% | 0.000% | |
4/25/2024 | Eudaimonia Partners LLC | 726 | $0.57M | 0.1% | -7.4% | 0.000% | |
4/25/2024 | WestHill Financial Advisors Inc. | 396 | $0.31M | 0.1% | -16.8% | 0.000% | |
4/25/2024 | Whalen Wealth Management Inc. | 1,724 | $1.34M | 1.0% | -1.0% | 0.000% | |
4/25/2024 | Peterson Financial Group Inc. | 3,743 | $2.91M | 1.6% | -0.4% | 0.000% | |
4/25/2024 | Olistico Wealth LLC | 3,750 | $2.92M | 2.1% | +25.0% | 0.000% | |
4/25/2024 | Telos Capital Management Inc. | 1,686 | $1.31M | 0.1% | -69.6% | 0.000% | |
4/25/2024 | Kercheville Advisors LLC | 6,145 | $4.78M | 2.3% | +11.4% | 0.001% | |
4/25/2024 | Argus Investors Counsel Inc. | 7,581 | $5.90M | 3.6% | +10.8% | 0.001% | |
4/25/2024 | Cascade Investment Advisors Inc. | 360 | $0.28M | 0.2% | -7.0% | 0.000% | |
4/25/2024 | Greylin Investment Management Inc | 7,425 | $5.78M | 0.9% | -12.4% | 0.001% | |
4/25/2024 | MFA Wealth Advisors LLC | 266 | $0.21M | 0.1% | N/A | 0.000% | |
4/25/2024 | IFG Advisors LLC | 795 | $0.62M | 0.2% | +8.9% | 0.000% | |
4/25/2024 | Freedom Day Solutions LLC | 5,056 | $3.93M | 1.4% | -9.0% | 0.001% | |
4/25/2024 | Summit Financial LLC | 2,435 | $1.89M | 0.1% | -12.4% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 165,433 | $128.70M | 0.5% | +2.2% | 0.017% | |
4/25/2024 | Gordian Advisors LLC | 290 | $0.23M | 0.2% | N/A | 0.000% | |
4/25/2024 | Heirloom Wealth Management | 7,628 | $5.93M | 2.0% | +2.3% | 0.001% | |
4/24/2024 | Elite Wealth Management Inc. | 449 | $0.35M | 0.0% | N/A | 0.000% | |
4/24/2024 | Lattice Capital Management LLC | 3,918 | $3.05M | 0.2% | -9.3% | 0.000% | |
4/24/2024 | PSI Advisors LLC | 2,908 | $2.26M | 0.8% | -1.8% | 0.000% | |
4/24/2024 | Patton Albertson Miller Group LLC | 773 | $0.60M | 0.1% | -6.1% | 0.000% | |
4/24/2024 | Zhang Financial LLC | 1,910 | $1.49M | 0.1% | +14.2% | 0.000% | |
4/24/2024 | Wolff Financial Management LLC | 9,029 | $7.02M | 2.0% | -39.1% | 0.001% | |
4/24/2024 | Family Legacy Inc. | 8,459 | $6.58M | 2.4% | -12.8% | 0.001% | |
4/24/2024 | Verity & Verity LLC | 252,940 | $0.20M | 0.0% | N/A | 0.027% | |
4/24/2024 | CENTRAL TRUST Co | 45,621 | $35.49M | 0.9% | -1.3% | 0.005% | |
4/24/2024 | V Square Quantitative Management LLC | 12,781 | $9.94M | 1.7% | +37.0% | 0.001% | |
4/24/2024 | 1900 Wealth Management LLC | 714 | $0.56M | 0.1% | -21.9% | 0.000% | |
4/24/2024 | Activest Wealth Management | 50 | $39K | 0.0% | N/A | 0.000% | |
4/24/2024 | Oxler Private Wealth LLC | 6,012 | $4.68M | 1.8% | +217.1% | 0.001% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 3,253 | $2.53M | 1.1% | N/A | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 6,079 | $4.73M | 0.9% | -0.7% | 0.001% | |
4/24/2024 | Demars Financial Group LLC | 757 | $0.59M | 0.3% | +31.0% | 0.000% | |
4/24/2024 | Zullo Investment Group Inc. | 1,449 | $1.13M | 0.5% | +20.5% | 0.000% | |
4/24/2024 | Pitti Group Wealth Management LLC | 1,673 | $1.27M | 1.4% | +0.8% | 0.000% | |
4/24/2024 | Round Rock Advisors LLC | 369 | $0.29M | 0.1% | N/A | 0.000% | |
4/24/2024 | Marino Stram & Associates LLC | 2,795 | $2.18M | 0.5% | -0.5% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 58,450 | $45.47M | 1.1% | +33.9% | 0.006% | |
4/24/2024 | SOL Capital Management CO | 420 | $0.33M | 0.0% | -6.7% | 0.000% | |
4/24/2024 | Harvey Investment Co. LLC | 12,065 | $9.39M | 1.1% | -2.3% | 0.001% | |
4/24/2024 | Smith Anglin Financial LLC | 491 | $0.38M | 0.0% | -16.8% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 51,822 | $40.32M | 1.0% | +10,432.9% | 0.005% | |
4/24/2024 | Archford Capital Strategies LLC | 4,271 | $3.32M | 0.6% | +4.2% | 0.000% | |
4/24/2024 | NBT Bank N A NY | 9,728 | $7.57M | 0.6% | -1.5% | 0.001% | |
4/24/2024 | Childress Capital Advisors LLC | 2,280 | $1.77M | 0.5% | -8.4% | 0.000% | |
4/24/2024 | Avitas Wealth Management LLC | 18,370 | $14.29M | 2.2% | +0.6% | 0.002% | |
4/24/2024 | Spire Wealth Management | 31,457 | $24.47M | 1.0% | +1.2% | 0.003% | |
4/24/2024 | Financial Freedom LLC | 544 | $0.42M | 0.3% | +8.2% | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 26,627 | $20.71M | 1.9% | +6.2% | 0.003% | |
4/24/2024 | Bar Harbor Wealth Management | 78,148 | $60.80M | 4.1% | -0.9% | 0.008% | |
4/24/2024 | West Branch Capital LLC | 4,225 | $3.29M | 1.3% | +17.6% | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 515,961 | $401.40M | 1.0% | +80.0% | 0.054% | |
4/24/2024 | E Fund Management Hong Kong Co. Ltd. | 121 | $94K | 0.1% | N/A | 0.000% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 9,363 | $6.98M | 4.1% | -2.3% | 0.001% | |
4/23/2024 | IRON Financial LLC | 295 | $0.23M | 0.1% | N/A | 0.000% | |
4/23/2024 | Meredith Wealth Planning | 370 | $0.29M | 0.2% | -8.9% | 0.000% | |
4/23/2024 | North Point Portfolio Managers Corp OH | 726 | $0.57M | 0.1% | +6.9% | 0.000% | |
4/23/2024 | Iowa State Bank | 4,944 | $3.85M | 0.9% | +6.5% | 0.001% | |
4/23/2024 | Canal Capital Management LLC | 1,802 | $1.40M | 0.2% | +4.5% | 0.000% | |
4/23/2024 | Triad Wealth Partners LLC | 409 | $0.32M | 0.2% | N/A | 0.000% | |
4/23/2024 | Busey Bank | 23,473 | $18.26M | 0.6% | +0.9% | 0.002% | |
4/23/2024 | Platte River Wealth Advisors LLC | 8,470 | $6.59M | 1.9% | -2.8% | 0.001% | |
4/23/2024 | BSW Wealth Partners | 3,078 | $2.40M | 0.4% | -2.9% | 0.000% | |
4/23/2024 | Bfsg LLC | 2,641 | $2.06M | 0.3% | +11.7% | 0.000% | |
4/23/2024 | Milestone Asset Management LLC | 1,463 | $1.14M | 0.3% | +87.1% | 0.000% | |
4/23/2024 | Eads & Heald Wealth Management | 1,328 | $1.03M | 0.5% | -6.5% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 14,450 | $11.24M | 0.4% | +7.7% | 0.002% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 718 | $0.56M | 0.3% | +2.0% | 0.000% | |
4/23/2024 | Mason & Associates Inc | 361 | $0.28M | 0.1% | N/A | 0.000% | |
4/23/2024 | Rice Hall James & Associates LLC | 1,840 | $1.43M | 0.1% | -2.6% | 0.000% | |
4/23/2024 | PFG Private Wealth Management LLC | 466 | $0.36M | 0.2% | -25.2% | 0.000% | |
4/23/2024 | Covenant Asset Management LLC | 11,990 | $9.33M | 1.5% | +2,612.7% | 0.001% | |
4/23/2024 | Sweet Financial Partners LLC | 4,849 | $3.77M | 0.9% | +1.0% | 0.001% | |
4/23/2024 | Luken Investment Analytics LLC | 570 | $0.44M | 0.2% | -14.9% | 0.000% | |
4/23/2024 | Louisiana State Employees Retirement System | 46,400 | $36.10M | 0.7% | -3.7% | 0.005% | |
4/23/2024 | Sage Mountain Advisors LLC | 4,244 | $3.30M | 0.3% | -4.4% | 0.000% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 91,178 | $70.93M | 4.8% | +0.3% | 0.010% | |
4/23/2024 | United Asset Strategies Inc. | 5,082 | $3.95M | 0.4% | +3.5% | 0.001% | |
4/23/2024 | Wealth Advisory Solutions LLC | 17,986 | $13.99M | 3.6% | -0.2% | 0.002% | |
4/23/2024 | WASHINGTON TRUST Co | 19,482 | $15.16M | 0.6% | +3.1% | 0.002% | |
4/23/2024 | Canvas Wealth Advisors LLC | 839 | $0.63M | 0.2% | +42.9% | 0.000% | |
4/23/2024 | Venturi Wealth Management LLC | 18,219 | $14.17M | 0.9% | -13.4% | 0.002% | |
4/23/2024 | Silver Lake Advisory LLC | 1,681 | $1.31M | 0.6% | N/A | 0.000% | |
4/23/2024 | Rational Advisors LLC | 3,750 | $2.92M | 0.3% | N/A | 0.000% | |
4/23/2024 | Community Financial Services Group LLC | 2,152 | $1.67M | 0.4% | N/A | 0.000% | |
4/23/2024 | Amalgamated Bank | 176,273 | $137.13M | 1.2% | -12.9% | 0.019% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 612 | $0.48M | 0.3% | N/A | 0.000% | |
4/23/2024 | Birinyi Associates Inc. | 2,675 | $2.08M | 0.7% | +64.2% | 0.000% | |
4/23/2024 | Legacy Trust | 1,186 | $0.92M | 0.2% | -2.5% | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 6,122 | $4.76M | 0.4% | +206.4% | 0.001% | |
4/23/2024 | Kirr Marbach & Co. LLC IN | 2,068 | $1.61M | 0.4% | -64.2% | 0.000% | |
4/23/2024 | Gradient Investments LLC | 401 | $0.31M | 0.0% | -55.3% | 0.000% | |
4/23/2024 | New Mexico Educational Retirement Board | 40,208 | $31.28M | 1.1% | -2.0% | 0.004% | |