4/19/2024 | Powers Advisory Group LLC | 4,850 | $0.21M | 0.1% | -18.2% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 25,128 | $1.08M | 0.1% | +4.5% | 0.001% | |
4/19/2024 | Kovack Advisors Inc. | 5,312 | $0.23M | 0.0% | -6.9% | 0.000% | |
4/19/2024 | Abundance Wealth Counselors | 19,816 | $0.85M | 0.2% | +7.3% | 0.001% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 21,141,012 | $909.06M | 57.6% | +71.3% | 1.020% | |
4/19/2024 | Caldwell Sutter Capital Inc. | 5,354 | $0.23M | 0.1% | -14.9% | 0.000% | |
4/19/2024 | Sivia Capital Partners LLC | 5,110 | $0.22M | 0.1% | N/A | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 4,918 | $0.21M | 0.0% | -25.4% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 43,919 | $1.90M | 0.3% | -1.9% | 0.002% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 4,455 | $0.19M | 0.0% | +96.3% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 13,546 | $0.58M | 0.0% | +43.8% | 0.001% | |
4/18/2024 | Park Place Capital Corp | 4,554 | $0.20M | 0.1% | -35.3% | 0.000% | |
4/18/2024 | O ROURKE & COMPANY Inc | 20,146 | $0.86M | 0.5% | -12.6% | 0.001% | |
4/18/2024 | Diversified Trust Co | 20,478 | $0.88M | 0.0% | N/A | 0.001% | |
4/18/2024 | Mirador Capital Partners LP | 14,733 | $0.63M | 0.1% | +5.2% | 0.001% | |
4/18/2024 | Chapin Davis Inc. | 14,231 | $0.61M | 0.2% | +2.2% | 0.001% | |
4/18/2024 | Roberts Wealth Advisors LLC | 82,353 | $3.34M | 1.2% | +2.4% | 0.004% | |
4/18/2024 | Barry Investment Advisors LLC | 18,054 | $0.77M | 0.3% | -12.6% | 0.001% | |
4/17/2024 | Founders Financial Securities LLC | 17,218 | $0.74M | 0.1% | N/A | 0.001% | |
4/17/2024 | Foguth Wealth Management LLC. | 13,232 | $0.57M | 0.3% | N/A | 0.001% | |
4/17/2024 | Romano Brothers AND Company | 5,032 | $0.22M | 0.0% | N/A | 0.000% | |
4/16/2024 | Opinicus Capital Inc. | 11,024 | $0.47M | 0.4% | -2.3% | 0.001% | |
4/16/2024 | Independence Bank of Kentucky | 6,031 | $0.26M | 0.1% | -41.5% | 0.000% | |
4/16/2024 | Calton & Associates Inc. | 8,468 | $0.36M | 0.2% | -3.1% | 0.000% | |
4/16/2024 | Register Financial Advisors LLC | 732 | $31K | 0.0% | N/A | 0.000% | |
4/16/2024 | Hennessy Advisors Inc. | 131,660 | $5.64M | 0.2% | -3.0% | 0.006% | |
4/16/2024 | Thrive Wealth Management LLC | 11,642 | $0.50M | 0.1% | +23.3% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 157,266 | $6.74M | 0.0% | +2.7% | 0.008% | |
4/16/2024 | Cardinal Capital Management | 54,174 | $2.34M | 0.4% | +8.7% | 0.003% | |
4/15/2024 | Signet Financial Management LLC | 11,162 | $0.48M | 0.1% | +4.6% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 30,691 | $1.32M | 0.4% | +1.5% | 0.001% | |
4/15/2024 | Brookstone Capital Management | 26,650 | $1.14M | 0.0% | -3.7% | 0.001% | |
4/12/2024 | Gilman Hill Asset Management LLC | 57,452 | $2.46M | 0.4% | +5.2% | 0.003% | |
4/12/2024 | Jacobs & Co. CA | 145,720 | $6.25M | 0.7% | -2.9% | 0.007% | |
4/12/2024 | Cohen Klingenstein LLC | 118,340 | $5.07M | 0.2% | -4.5% | 0.006% | |
4/12/2024 | Ignite Planners LLC | 16,968 | $0.72M | 0.2% | -32.4% | 0.001% | |
4/12/2024 | Range Financial Group LLC | 11,019 | $0.47M | 0.2% | +11.3% | 0.001% | |
4/12/2024 | AdvisorNet Financial Inc | 21,053 | $0.90M | 0.1% | +1.6% | 0.001% | |
4/12/2024 | First PREMIER Bank | 5,225 | $0.22M | 0.1% | -6.7% | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 15,081 | $0.65M | 0.0% | -19.6% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 24,831 | $1.07M | 0.1% | +1.8% | 0.001% | |
4/11/2024 | Roble Belko & Company Inc | 2,845 | $0.12M | 0.0% | +315.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 5,208 | $0.22M | 0.0% | -97.3% | 0.000% | |
4/11/2024 | Douglas Lane & Associates LLC | 2,220,551 | $95.20M | 1.3% | -0.7% | 0.107% | |
4/11/2024 | &PARTNERS | 6,799 | $0.30M | 0.0% | N/A | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 13,360 | $0.57M | 0.1% | +4.4% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 65,751 | $2.82M | 0.0% | +8.4% | 0.003% | |
4/10/2024 | SOA Wealth Advisors LLC. | 1,642 | $70K | 0.0% | -27.8% | 0.000% | |
4/10/2024 | Enterprise Bank & Trust Co | 24,784 | $1.06M | 0.4% | -1.9% | 0.001% | |
4/10/2024 | Bruce G. Allen Investments LLC | 7,748 | $0.33M | 0.3% | +6.4% | 0.000% | |
4/10/2024 | Keystone Financial Planning Inc. | 38,378 | $1.65M | 0.5% | -17.0% | 0.002% | |
4/10/2024 | Thomasville National Bank | 453,795 | $19.45M | 1.6% | +5.3% | 0.022% | |
4/10/2024 | Signal Advisors Wealth LLC | 13,922 | $0.60M | 0.1% | -3.6% | 0.001% | |
4/10/2024 | Green Alpha Advisors LLC | 25,495 | $1.09M | 0.8% | +43.4% | 0.001% | |
4/9/2024 | Alaska Permanent Fund Corp | 6,469 | $0.28M | 0.0% | N/A | 0.000% | |
4/9/2024 | Farmers Trust Co. | 4,880 | $0.21M | 0.0% | -34.7% | 0.000% | |
4/5/2024 | First Hawaiian Bank | 90,952 | $3.90M | 0.1% | +3.3% | 0.004% | |
4/5/2024 | GAMMA Investing LLC | 3,629 | $0.16M | 0.0% | +31.7% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 33,335 | $1.43M | 0.1% | -1.7% | 0.002% | |
4/5/2024 | CWM LLC | 184,933 | $7.93M | 0.1% | -7.2% | 0.009% | |
4/4/2024 | Moody National Bank Trust Division | 10,056 | $0.43M | 0.0% | -17.3% | 0.000% | |
4/4/2024 | Trust Co. of Toledo NA OH | 24,634 | $1.06M | 0.2% | +37.3% | 0.001% | |
4/2/2024 | Cravens & Co Advisors LLC | 8,537 | $0.37M | 0.3% | -4.3% | 0.000% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 6,162 | $0.26M | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 118,834 | $4.40M | 0.0% | +40.0% | 0.006% | |
3/26/2024 | HighPoint Advisor Group LLC | 10,817 | $0.40M | 0.0% | N/A | 0.001% | |
3/26/2024 | Napatree Capital LLC | 19,689 | $0.73M | 0.7% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 297,492 | $11.03M | 0.0% | -27.5% | 0.014% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 42,447 | $1.59M | 0.0% | -13.0% | 0.002% | |
3/14/2024 | Hennessy Advisors Inc. | 135,760 | $5.03M | 0.3% | N/A | 0.007% | |
3/14/2024 | Leo Wealth LLC | 23,015 | $0.89M | 0.1% | N/A | 0.001% | |
3/13/2024 | MONECO Advisors LLC | 12,433 | $0.46M | 0.1% | +2.9% | 0.001% | |
3/6/2024 | Willner & Heller LLC | 13,973 | $0.52M | 0.6% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 15,036,881 | $557.27M | 0.3% | +10.6% | 0.731% | |
3/5/2024 | Stonebridge Capital Management Inc. | 5,483 | $0.20M | 0.1% | N/A | 0.000% | |
3/5/2024 | Greenwood Capital Associates LLC | 56,276 | $2.09M | 0.3% | -1.3% | 0.003% | |
3/5/2024 | Slagle Financial LLC | 13,240 | $0.49M | 0.1% | +74.5% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 1,043,624 | $38.68M | 0.0% | +14.4% | 0.051% | |
3/4/2024 | Richardson Financial Services Inc. | 1,077 | $40K | 0.0% | N/A | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 23,586 | $0.87M | 0.8% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 11,091 | $0.41M | 0.0% | -28.2% | 0.001% | |
2/28/2024 | Abel Hall LLC | 13,049 | $0.48M | 0.4% | N/A | 0.001% | |
2/27/2024 | Lazari Capital Management Inc. | 20,204 | $0.75M | 0.4% | -36.5% | 0.001% | |
2/26/2024 | Syon Capital LLC | 34,687 | $1.29M | 0.1% | +25.8% | 0.002% | |
2/26/2024 | Integrated Advisors Network LLC | 9,787 | $0.36M | 0.0% | +14.8% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 9,154 | $0.34M | 0.0% | N/A | 0.000% | |
2/22/2024 | Scarborough Advisors LLC | 2,065 | $77K | 0.0% | N/A | 0.000% | |
2/21/2024 | V Square Quantitative Management LLC | 15,274 | $0.57M | 0.1% | N/A | 0.001% | |
2/20/2024 | Covenant Partners LLC | 9,414 | $0.35M | 0.1% | -9.5% | 0.000% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 16,641 | $0.62M | 0.0% | N/A | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 2,518 | $93K | 0.0% | +36.4% | 0.000% | |
2/16/2024 | Optimist Retirement Group LLC | 31,095 | $1.15M | 0.7% | N/A | 0.002% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 130,555 | $4.84M | 0.0% | -8.1% | 0.006% | |
2/15/2024 | Dodge & Cox | 69,026,793 | $2.56B | 1.6% | -0.4% | 3.354% | |
2/15/2024 | Barclays PLC | 6,074 | $0.23M | 0.0% | +307.9% | 0.000% | |
2/15/2024 | Vident Advisory LLC | 10,661 | $0.40M | 0.0% | +10.0% | 0.001% | |
2/15/2024 | Voya Financial Advisors Inc. | 17,761 | $0.66M | 0.1% | -1.6% | 0.001% | |
2/15/2024 | Waters Parkerson & CO. LLC | 17,870 | $0.66M | 0.0% | -3.6% | 0.001% | |
2/15/2024 | Wallace Capital Management Inc. | 77,795 | $2.88M | 0.4% | -5.0% | 0.004% | |
2/15/2024 | Nwam LLC | 7,104 | $0.26M | 0.0% | -19.5% | 0.000% | |